
INTERESTING DATA from @glassnode👇. I wonder how many entities that now own >1k #bitcoin (big increase since late 2025) are #tradfi institutions, vs bitcoin whales buying the dip... https://t.co/atKzmpNroK

#debanking hearings in the Senate Banking Committee are finally about to gear up, Sen Lummis just told the local press: https://lnkd.in/eTUGjZfd
Watch this space👇...Fed governance realities are shifting toward Waller (tho prediction markets aren't saying that, yet...)

WERE I A BETTING MAN, which I'm not, I see 2 undervalued %s: Chris Waller--bc he's already on the Fed Board of Governors so he could be named chairman & de facto act as such immediately w/o Senate confirmation, &...
Just saw that @Cointelegraph was early to put the puzzle pieces together.👇Kudos “Wyoming’s crypto community is already nudging @HagemanforWY in that direction.” https://t.co/bWBeVXc5ll
🤐 https://lnkd.in/eBK9xhtV
I'M EXCITED TO SEE THIS, as there's *finally* some movement on Fed master accounts for #crypto-native companies & Waller is one of the key architects of this at the Fed. The timing couldn't be better--tomorrow is his interview for Fed...
"PRICE is the least interesting aspect of #bitcoin."
WHAT IF a US State registered stocks & bonds *natively* on a permissionless #blockchain, so that it wouldn't be just a tokenized claim on an analog asset recorded in a centralized database?? Tried to help Delaware do that in 2015,...
This is fine as long as the loans never go above 1:1. If the banks are leveraged >1:1, this is not fine. Understand the difference between commodity credit vs circulation credit—commodity credit is fine; circulation credit is not.💡