Spark in WDK Enables Fast, Cheap Bitcoin Payments
.@spark in WDK is a big milestone for Bitcoin. Thrilled about our partnership with @tether to enable hundreds of millions of wallets with fast, cheap Bitcoin payments. 🤝 @paoloardoino & team
ECB Approves Tokenized Assets as Central Bank Collateral
YES BUT: ECB paves way for acceptance of DLT-based assets as eligible Eurosystem collateral 1. The Collateral Conundrum: "Eligibility vs. Scale" The ECB Move (Demand): By accepting DLT-based assets as collateral for credit operations, the ECB has given tokenized assets the...
SEC Clarifies Crypto Securities Rules, Tightening Enforcement
The SEC is finally drawing clearer lines around crypto. For the first time, it has outlined how it will decide which digital assets count as securities. Clarity helps the market but it also brings enforcement much closer. https://t.co/rCmpnBOVjX @coindesk @jesseahamilton
Senator Tim Scott Eyes Stablecoin Yield Compromise This Week
CLARITY ACT UPDATE: ⚡️ Senator Tim Scott said a compromise on stablecoin yield could be reached this week, potentially moving the stalled bill forward Source: Decrypt https://t.co/qb0UTAd7Rd
HYPE Hits New Local Highs, Outperforming Market
$HYPE New local highs 🔥 Continues to show strength compared to the rest of the market https://t.co/LDdBB5Kx9f
US Declares Most Crypto Assets Non‑Securities, Shifts Global Landscape
The SEC (The US Federal Agency that regulates securities markets) recently released its most important crypto guidance along with the CFTC (The US federal agency that regulates commodity and derivatives markets). For the first time, the US government has formally...
Crypto Positioning After FOMC: No Change Expected
POLL: 🇺🇸No change baked in 👉How are you positioning in crypto after FOMC?🤔 $BTC $ETH $SOL $XRP
Bitcoin Poised for Higher Low Before $80K Test
#Bitcoin correcting. This could be due to the upcoming macroeconomic week with the FOMC Meeting tonight. Very likely to be risk-off going into that one given that oil has skyrocketed. Regardless, I think that it's simply rejecting on a resistance and therefore looking...
SEC Says Most Crypto Assets Aren’t Securities.
NEW: SEC introduces five-category crypto framework with CFTC, says most crypto assets are not securities, only digital securities fall under its remit, some may still qualify as investment contracts, with more rules coming https://t.co/QodcXBpZk2
SEC's Crypto Safe Harbor Reshapes Fundraising Landscape
Everyone is watching the Fed today. They should be watching the SEC. Yesterday, Chair Paul Atkins officially declared that most crypto assets are not securities — and proposed safe harbor exemptions that would let crypto startups raise capital legally in...
Altcoin Market Cap Poised for Mean‑Reversion Upswing
The #Altcoin market capitalization is looking like we want to continue moving upwards as a mean reversion move, until we find ourselves into resistances. Despite the overall negative sentiment, I would assume that there's significantly more momentum in the tank....
Crypto Non‑securities Are Really Securities; Demand Stronger Laws
Many celebrate certain crypto assets getting classified as non-securities. If you look at those assets, they are clearly securities, sold as such and are designed only to enrich insiders. We need better securities laws and more fair and accessible markets, not exemptions.
TRON Beats CRCL: $3.3B Profit, 1/70 Valuation
Wall Street has been asking: what is the Chinese version of CRCL? They’re looking to invest in a CRCL-like company that is more efficient, has a lower valuation, and generates higher profits. Now the answer is here: TRON. Its issuance is on...
BTC Poised to Break $80K After Strong Rally
Very strong move on $BTC this month, and now it's consolidating. Nothing wrong with that, the opposite actually. It's very likely that we'll continue to test higher, as resistances are still above us. Wouldn't be surprised with that test at $76-80K. I wouldn't...
NFTs Need New Platform as Nifty Gateway Fades
Nifty Gateway is about to shut down. The NFTs I bought back then—worth tens of millions of dollars—now feel like they’re going to zero. I still believe NFT art has strong potential. Compared to traditional art, I’m convinced that AI will...
First XRP Email Arrived From FalcoVinnie, Feb 2013
Fun fact: The first email anyone ever sent me that had the word "XRP" in it was from @FalcoVinnie asking for some back in February of 2013. https://t.co/XZqGnsqLHp
Ethereum Needs Dynamic Consensus for Finality and Progress
An excellent post explaining the importance of Ethereum having a dynamically available consensus, that both provides economic finality and ensures chain progress even under conditions where economic finality is impossible. https://t.co/wrtIRFnHpL
Ethereum Gains 12‑second Irreversible Confirmation Guarantee
A new fast confirmation rule mechanism lets you get a hard guarantee that Ethereum will not revert after one slot (12 seconds) Security assumptions are (i) supermajority honest, (ii) network latency under ~3s. So one step below economic finality, but very...
Oil Risks Spark Inflation, Reviving Short‑Gold, Long‑Bitcoin Play
War, oil, and crypto collide with Ram Ahluwalia, Austin Campbell, Chris Perkins 🛢️ Why elevated oil risks flipping markets into an inflationary regime 📉 Deleveraging everywhere ₿ "Short gold, long Bitcoin" trade is back on the desk 🎲 Prediction markets...
SGHO: Simple, No‑Cooldown On‑Chain Savings
sGHO is the simplest way to save onchain. Deposit and withdraw on your own terms with no cooldowns or slashing.
Policy Matters as Real Users Drive Global Digital Finance
Policy matters because real users are already here. @AdrianWall8395 and @DSAForg are advancing dialogue as digital financial infrastructure scales globally.
Tokenization Built on Spec Chases Nonexistent Demand
.@baehr says that tokenization is being built "on spec," chasing demand that doesn't exist yet, like trading on a Saturday night in Europe. https://t.co/R6b65MEHmp
Dubai Flight Activity Mirrors Bitcoin Moves, One-Day Lag
Who has a chart showing flights out of Dubai 1 day lagged to #bitcoin? Can’t take hard assets but can take digital wallets?
Commission Guidance Beats Staff Letters in Enforceability
🧵This is #sec #cftc commission-level guidance, not staff-level, which makes it more enforceable than the statements and no-action letters the Crypto Task Force has been issuing since January. That is meaningful distinction. Staff guidance can be withdrawn or walked back...
Crypto Hits Watershed Moment After Decade of Advocacy
watershed moment for the the crypto industry - grateful to all the teams who dedicated immense amounts of capital and energy to lobbying, advocacy, and litigation over the last decade onward (not sure on the upward for now)
Even in Bitcoin’s Free Fall, Value Arguments Persist
Bitcoin’s in free fall, might as well have some fun. Here’s one of the most elaborate VIC pitches on Bitcoin from last year, plus the longest debate I’ve seen on the topic. I’m a value guy, no skin in the game, but...
Rethinking Market Primitives for the 2026 Agentic Economy
I'm giving a research talk at @NVIDIAGTC tomorrow, March 18 @ 9am PT! Virtual registration is free. As Jensen confirmed on Monday, 2026 is the year of the Claws. I'll talk about rethinking market primitives for an agentic economy with...
Bitcoin's Record Low Z-Score Signals Prime Entry
The concept of mean reversion. It does apply to #Bitcoin. The current Z-Score of Bitcoin vs. Gold is the lowest it has ever been. The current Z-Score of Bitcoin alone is the lowest since any bear market. These two arguments combined show you...
SEC Says Most Crypto Assets Aren't Securities, Signaling Shift
SEC just issued critical guidance on how various crypto assets will be classified… Not waiting on CLARITY Act. “Most crypto assets are not themselves securities.” This type of pro-crypto innovation stance from SEC would have been *unthinkable* 2yrs ago. https://t.co/BmU9qfnwQE
SEC Splits Crypto Into Five Distinct Regulatory Categories
wowww the SEC just classified crypto assets into: DIGITAL COMMODITIES DIGITAL COLLECTIBLES DIGITAL TOOLS STABLECOINS DIGITAL SECURITIES. and explained what each category means. SEC digital commodities include: Aptos (APT); Avalanche (AVAX); Bitcoin (BTC); Bitcoin Cash (BCH); Cardano (ADA); Chainlink (LINK); Dogecoin (DOGE); Ether (ETH); Hedera (HBAR); Litecoin...
Nasdaq Poised for Breakout as Gold Consolidates
I wouldn't be surprised if we start to see a break upwards on $NQ in the coming weeks. It's been doing nothing for half a year. Given that Gold is going to consolidate, it seems likely that we'll start to see...
Bitcoin ETFs Arrived; Bitcoin Now Finance's Collateral Backbone
Years ago I pushed for Bitcoin ETFs. Many said it would never happen. Now Bitcoin ETFs are a reality and top buyers of Bitcoin. Next Bitcoin is becoming the collateral layer of finance. Infrastructure is being built now. Similarly hard and...
Predictors Flip: From $250k to $30k, Unchanged
Everyone that missed the top of the BTC cycle telling you why it’s going to 250k are now telling you why BTC is going to 30k Never change
Ethereum's Identity Crisis: Tool or Institutional Power?
There's an ideological schism between the @ethereumfndn and the for-profit ecosystem in Ethereum's orbit - Is Ethereum a tool you keep in your pocket? - Or an institution that competes with the world? My take: A soul without a body is just a...
Accountability From Day One Prevents Internet Money Theft
"You need accountability from day #1 If not, when you give people internet money, it will lead to theft" @TheiaResearch https://t.co/QpeiTvzyBx
Bitcoin Rallies, but Fundamentals Remain Unchanged
Bitcoin is up 10% this week. $609 million in shorts liquidated in 24 hours. But the macro hasn't changed. The Fed isn't cutting. Oil is above $100. The Middle East is at war. I'll get excited when the fundamentals shift.
Market Will Force $PUMP to Choose Token or Equity
"$PUMP would trade much better if it only had a token (or equity) The market is going to push them into one direction or the other." https://t.co/QpeiTvzyBx
USDT.D Holds at Lower Support in Descending Channel
USDT.D is still trading within a descending channel and is currently sitting at the lower support of the range. https://t.co/NdadrmvDWi
Align Token Value with Business Growth, Like AcrossProtocol
"If you promised people that your token would benefit from business growth, then you should do what @AcrossProtocol did," @TheiaResearch https://t.co/sigF6mfZGm
Derive Team Reaffirms Commitment to $DRV Token
"The Derive team has published a piece about their commitment to the token $drv. And we're gonna see a lot more of that." @TheiaResearch https://t.co/sigF6mfZGm
Aave Shifts Focus to Core Product, Reconsiders DAO
"The Aave team realized that it should focus on its main product after they started feeling competition, and they realized they couldn't do it with the current state with the DAO." https://t.co/sigF6mfZGm
Teams Exploit Token Holders for Self‑enrichment, Industry Trend
"A team that has the capacity to enrich themselves at the expense of the tokenholder will do it. That's the story of this industry in the past few years." @TheiaResearch https://t.co/QpeiTvzyBx
DAOs Lag; Private Firms Thrive on Decisive Leadership
"DAOs are not good at moving quickly. Private companies are steered by leaders who take the company forward." https://t.co/sigF6mfZGm
ERC‑8400 Launches on Arc Testnet, Empowering Agent Identity
ERC-8400, enabling Agent's to prove identity, become discovered and carry reputation, is now live on @Arc Testnet.
Valuing Tokens After They Convert to Equity
If a token converts to equity, how do you think about the new valuation? https://t.co/sigF6mfZGm
Choose DAO for Community Control, Company for Scalability
When should a crypto project be governed by a DAO, and when should it operate as a company? https://t.co/QpeiTvzyBx
DAOs May Abandon Tokens for Equity, Says Across
Across Protocol is considering retiring its token and offering equity instead. What does that say about the DAO model? https://t.co/QpeiTvzyBx
Token-for-Equity Deal Highlights DAO Governance Limits
One of the biggest structural questions in crypto right now: Should protocols be run by DAOs or companies? Ryan Yi and Felipe Montealegre join me to discuss the proposal from Across Protocol to exchange tokens for equity — and what...
Lightspark Stands Alone as Independent Global Money Platform
Congratulations to our colleagues at @BVNKFinance for their acquisition by @Mastercard. After @Stablecoin got acquired by @stripe last year, @lightspark is now officially the only independent global stablecoin + Bitcoin +fiat global money movement platform on a neutral network.
Meme Coins Can Ignite or Undermine Crypto Bull Markets
How meme coins might affect crypto bull runs. ( From the JustPaid podcast. ) https://t.co/2iohOSn6Ye