Overwhelmed by Extreme Bitcoin Bulls, Time to Block
Somehow I am on a bunch of threads with insane Bitcoin bulls. They are completely nuts. I need to do a lot of blocking
Binance Valuation Rises only with Bullish Crypto Prices
As a shareholder, I would love for Binance's valuation to increase. But the fact is, Binance's valuation can't increase when crypto prices are down. It can't get simpler than that. Stating the obvious: Binance is the largest crypto exchange. It grows and shrinks...
Nearly Half Bitcoin Supply at Loss Signals Ongoing Bear
45% of all bitcoin supply is now held at a loss. In every previous cycle this level marked the early phase of a bear market, not the bottom. If history is any guide, we haven't found the floor yet.
Armstrong and Coinbase Oppose Favorable Bitcoin Tax Policies
Feels like you all are making something out of nothing Why would Armstrong and Coinbase not support favorable taxes for Bitcoin?
Geoff From Standard Chartered Predicts Crypto’s Next Evolution
I read everything Geoff at Standard Chartered writes, so it was a real joy to joy this pod with him. Great conversation on where crypto is heading.
Even the Skeptics Admit the Bear Market’s Over
The guys who told you the bear market would never happen want you to know why the bear market is over
Wells Fargo Launches Own Stablecoin, Banks Gamble with Deposits
Wells Fargo just filed for the “WFUSD” trademark, which is basically their own dollar-backed stablecoins The Banks and financial institutions hate you, but love your deposits, they can gamble with and your tax dollars that bail them out when they lose...
Aave Aims to Be Crypto JPMorgan; Morpho Powers It
"Aave is aspiring to become the JPMorgan of the world while Morpho is aspires to become infrastructure for JPMorgan" @PaulFrambot https://t.co/iSjFuEDUZe
Bitcoin's Gold Ratio Returns to 2017 Levels
Bitcoin is at the same valuation against Gold as it was in late 2017. https://t.co/fTHR4B9KIA
Creating Universal Financing Infrastructure for Open Underwriting
"We want to build financing infrastructure ... that allows anyone to underwrite anyone" @PaulFram https://t.co/Cc4ufu0Lcr
SEC and CFTC Partnership Could Cut Costly Regulatory Overlap
Can you imagine the SEC and the CFTC working together? The US has so many agencies overlapping the same areas it’s egregious and expensive. Hopefully we see more “partnerships” that lead to efficiency
Institutions Aim to Own DeFi End‑to‑end Stack
"[Institutions] think of DeFi as the opportunity for them to extend and own end-to-end the product they offer from distribution to infrastructure" @PaulFrambot https://t.co/iSjFuEDUZe
Which Comes First: 1M BTC or $1M Price?
Does @Strategy accumulate 1,000,000 BTC first, or does BTC go to $1,000,000 first? This is the only question that matters.
DAO-Wide Justification Inevitably Slows Strategic Execution
"If you have to justify your entire strategic plan for the next year to everyone in the DAO, it is naturally going to force you to move slower" @syrupsid https://t.co/iSjFuEDUZe
Tokenizing Assets Fuels Broader Lending Opportunities
"As more assets get tokenized, you can do more lending against it and therefore it becomes more useful to tokenize more assets" @syrupsid https://t.co/iSjFuEDUZe
Over 50 Million Americans Own Crypto, Numbers Rising
"There's currently over 50 million Americans who hold crypto of some kind, we expect that to continue to grow" @syrupsid https://t.co/iSjFuEDUZe
Syrup USDC and USDT Become Fastest Growing Products
"syrupUSDC and syrup USDT have been the fastest growing product that we have" @syrupsid https://t.co/iSjFuEDUZe
DeFi's Next Phase: Institutional-Grade Lending & Stablecoins
Up next on Unchained • Private credit vs regular DeFi lending • The role of stablecoins in global finance • Why the next phase of DeFi will focus on institutional-grade lending markets. Come join us! https://t.co/Cc4ufu0Lcr
Token‑holder Rights Disclosure Boosts Market Efficiency
"The sole reason to have disclosure about what the rights of token holders is to make the market more efficient" @kaiynne https://t.co/XhZjjsn1qB
Regretful of Crypto Scam, Warns Against Spamming Friends
I hate myself for ever claiming some crypto money that someone told me I had waiting for me. That part was true. But that community has been spamming my friends ever since trying to get them to do the same....
Ripple's $750M Buyback Sets $50 B Valuation
$XRP Ripple is buying back $750M in private shares, which sets the valuation at $50B. Ripple is also one of Mastercard's 80+ "crypto partners." The number is not moving on anything right now. https://t.co/p2HG3Z5fRe
STRC Hits Record Sharpe Ratio, Low Volatility
Risk-adjusted performance continues to improve for $STRC. Sharpe Ratio: 3.1 — all-time high 30-day volatility: 2.5% — all-time low 1-month VWAP: $99.93 — all-time high You can now track these metrics live on the STRC page. https://t.co/lWGmTRtNlI
Tokenized Gold Enables Fractional, 24/7 Value Storage
Scarce assets give everyone a way to store value with little dilution. That's why we just added tokenized gold to our app. Each XAUT token represents one fine troy ounce of gold stored in Swiss vaults. Fractional ownership. 24/7 trading. No vault...
Bitcoin Rises Longer than It Falls in Bear Markets
In bear markets, Bitcoin will often spend more time going up than going down. When it does go down, it goes down very quickly, sets a low, then trends up for a few weeks/months before going lower. You can see the change...
Credit @The_JDK99 for Bitcoin Parabolic Banana Code
BTW, I must give credit to @The_JDK99 for developing the coding I use to show the Bitcoin Parabolic Banana They are a must follow
Aave Hosts DeFi Day Cannes: Alpha on DeFi & RWAs
Aave and friends are hosting the legendary DeFi Day in Cannes. Expect plenty of discussions and alpha around DeFi and RWAs.
Clarity Act Already Priced in, Analysts Lag Behind
Analysts are now calling the Clarity Act a potential "sell the news" trap. I said months ago it was already priced in. Nice of the “experts” to catch up.
NEAR’s Volume Surges 20x, Proving Strong Fundamentals
I'm betting big on AI #Crypto. For that bet, I'm looking for fundamental data that supports growth on the protocols that I'm betting on. That's why my largest position is $NEAR. The weekly trading volume, the revenue, and all metrics have gone...
Polygon Stablecoin Volume Surges Past February Record
493 million stablecoin transactions on Polygon in February. ATH. March? 206 million already and we're not even halfway through the month. February's ATH won't last long. You already know what i think 👀 https://t.co/5HPNsrjcaO
Early Crypto Users Reflect on Their First Blockchain App
To all 17 people still on CT: What made you come to blockchain and which app was the first one you interacted with?
Altcoins Aren’t Dead, They Need Stronger Economic Models
Rob Hadick says altcoins are not necessarily dead According to him, tokens just need better economic models I think it's probably another pointer to how early the crypto industry still is What do you think? 👇 #altcoins #memecoins #tokens
UK Regulators May Ease Strict Stablecoin Holding Limits
BOE Deputy Governor Sarah Breeden hints that UK regulators may soften their relatively strict approach to limits on stablecoin holdings which sparked a backlash from the digital asset industry https://t.co/R74mPeBRaV via @tomelleryrees https://t.co/aZudM5uP8P
Fed Likely Holds; Crypto Rescue Trade Still on Standby
The Fed is 99% expected to hold rates next week. April cut odds just dropped to 11%. The "Fed pivot will rescue crypto" trade has been on standby for two years now.
PropAMMs: Decade‑Defining Innovation in Market Microstructure
0/ PropAMMs are one of the most important innovations in market microstructure in years, possibly decades. A thread
Finance Shifts to Blockchain; Token Value Capture Decides Future
It's pretty clear that essentially all of finance will move on blockchain-based rails in the coming years. The only real question left is how much value gets captured by tokens vs. other entities. That will be the battleground for the...
Polygon Joins Mastercard to Accelerate On-Chain Payments
This isn't our first chapter with Mastercard, but it's a big one. Excited to see Polygon part of the Crypto Partner Program to help shape what's next for onchain payments at global scale. We've been building toward this for years. TradFi and...
Crypto's True Value: Personal Sovereignty Over Money
Here's what normies get wrong about crypto: It's not about technology. It's not the hash, electricty, ZK, cryptography. Crypto is about values: Own Your Life -- your money, your reputation, your relationships. You own it. Not banks, nor state, nor companies.
OKX Onchain OS Powers AI Trading Across 60+ Chains
PARTNER: Everyone keeps talking about trading with AI agents. Very few are talking about usable infrastructure. Reading blockchain data is easy. Handling routing, gas, slippage, approvals, and retries is not. @OKX Onchain OS turns on-chain into a callable execution layer for AI across 60+ chains. Not...
Solana ETFs Led by Institutions; XRP ETFs Retail‑Driven
BIG: Institutions dominate SOL ETF holdings, while XRP ETFs are driven mostly by retail despite ~$1.4B cumulative inflows. Source: James Seyffart https://t.co/scgs8iAq1z
Ponzi Selling to Ponzi; Saylor Tweets Trigger Sell‑off
A ponzi selling to a ponzi. Perhaps I am being manipulated but all these Saylor tweets make me want to sell my coin not buy more.
Arthur Hayes Doubts Bitcoin's Immediate Value, Predicts AI Disruption
“If I had $1 dollar to invest right now would I be putting it into Bitcoin? No…” Don’t miss Arthur Hayes’ thoughts on price action, AI disruption, how retail investors might come back to Bitcoin and more. Full interview on Coin Stories,...
Stablecoins Enable Uber‑Style Surge Pricing, Threatening Fragmentation
Nice to see that @HyunSongShin has officially recognized that stablecoins open the door to an "Uber Surge Pricing" type liquidity market. [Actual gas markets also clear in a similar way, notably the NBP balancing point system.] The below screenshot is from...
Bitcoin Poised for Multi‑year Bull Market, Not 80% Crash
I'm not worried at all. We've seen a weak bull cycle, or an upwards move within a larger bull cycle on #Bitcoin. I don't think that the markets are going to hit an 80% correction on #Bitcoin. Just because upside volatility has been...
Institutional ZEC Mining Pool Highlights Growing Financial Privacy Demand
Financial privacy will become more important as digital assets integrate with the traditional financial system Foundry is launching a $ZEC mining pool to bring institutional-grade infrastructure to Zcash
Binance Sues WSJ over $1B Iran Sanction Claim
JUST IN: Binance files complaint against The WSJ over article alleging $1B linked to sanctioned Iran entities, calling the report inaccurate and ignoring its compliance reforms. Source: Binance https://t.co/QUTk9AEQ9Q
ETFs Now Hold 1.28 M BTC, Biggest Global Holder
ETFs still own 1.28mil bitcoin, biggest holder in world as a group. And that’s DESPITE a 50% drawdown thrown at them. YTD flows just about to turn positive too. I think we’re around +$56b net net lifetime. #BoomerStrong
Break the Cycle: Beat Choppy Markets' Bleeding Effect
Does it feel like you keep buying tops and selling bottoms? It's not just you. Choppy markets are designed to destroy traders. Here's how to stop the bleed ↓ https://t.co/ilPGC0Il7E
Post‑Quantum Signatures Could Slash Bitcoin to 1 TPS
Bitcoin and quantum safety: One of the problems facing Bitcoin as it turns to being post-quantum safe is the size of post quantum signatures and the effect on blocksize. The issue is that today's signatures on Bitcoin are very small, less...
STRC's Sharpe Ratio Tops 3, Showcasing Superior Returns
$STRC just achieved a Sharpe Ratio greater than 3. Digital Credit is engineered for superior risk-adjusted returns. https://t.co/8Uo8PTQzqn
Hayes Forecasts Hyperliquid Token Hitting $150 by 2026
NEW: Arthur Hayes says Hyperliquid's HYPE could reach $150 by August 2026 on low team sales, DEX revenue growth, and HIP-3 market expansion. https://t.co/rbm3oE4Aey