beyond the hype. 2015→now. payment rails, early ct, real takes.
Joined August 2023
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money rails are getting rebuilt while most people just keep scrolling. states push cbdc, x builds consumer rails on the social graph. build optionality before the headline. checklist inside.
a fine is a cost of doing business. disgorgement isn't.
utah isn't just asking kalshi to stop, it wants the profits from utah users handed back. that's a balance sheet event.
and a state filing is a template. 49 other attorneys general can copy it.
11 full calendar years of bitcoin. a ~10% floor would have mattered in 2 of them, 2018 and 2022.
the cap is the part nobody quotes. five of those years ran past +100%.
a buffered btc etf is a collar with a ticker.
15% a year is the hurdle on strive's new preferred.
btc has to beat that every year for the common holder to come out ahead, and the preferred holder gets paid first regardless.
strc traded into the 70s this month. a coupon is only as good as the buyer of the next raise.
2018: “sure, when cars start to fly 😂”
2026: “Heyy”
Her: “No”
Elon just showed a Roadster that can actually leave the ground.
She still said no.
same 12 months. gold futures ended almost flat. bitcoin is down 24%.
if the pitch was digital gold, the metal held the line better.
strategy wants strc to pay daily like a money market fund. same week msci is weighing whether strategy is basically a fund
hard to argue both at once
30 days of stablecoin flows: tron +$1.8b, ethereum -$981m.
the dollars go where sending them is cheap and boring.
@abangbrooch the shop fee chat from sunday, this is where the stablecoin dollars went last month. do the merchants you know get paid on tron or something else?
@OddlySpecificX charted the tron vs eth thing we went back and forth on. +$1.8b vs -$981m in 30 days. does the transfer count match on your end?
official reseller. sealed box. genuine check passed. correct weight.
the implant read the seed off the screen anyway. the check that caught it was someone noticing marks on the case.
one device holding everything is the weak point. multisig across two vendors is the boring fix.
dollar firm, bitcoin soft. same 12 months.
dxy is up about 3% and sitting on its high of the year, bitcoin is down more than a quarter. whatever wednesday's print does, the fx side has moved already
bitmine says ~100k more eth and they're done.
6m+ eth, most of it staked, near the 5% mark. the biggest bid of the last 15 months is clocking out. the week after they stop buying is the one to watch
VIEWPOINT: "We need to get about 100,000 more $ETH, and that's about it." Chairman @fundstrat says BitMine is officially done stacking as a new bull market begins.
The firm aggressively built its position over 15 months. They now hold over 6 million Ethereum tokens.
BitMine expects to generate $400 million in annual staking revenue.
cryptopotato.com/bitmines-we…
the network hashes 34% more than two years ago and gets paid 9% less per unit of it.
every miner story starts with who's paying for that hashrate. cheaper power, ai hosting, or just waiting on fees?
@freeearningidea sustained etf demand is your filter. other side of the squeeze is on this chart: hashrate +34% over 2y, pay per unit -9%. curious how you weight flows vs miner margins for the print
@low_IQ_trader turned last night's who-pays-for-hashrate chat into the 2y chart. curious which side you weight more now
moex lists btc, eth and usdt on dec 1. retail gets one quiz and about $3,600 a year.
headlines say bitcoin. the plumbing says dollars someone can freeze. which pair ends up with more volume?
a year ago the 10 year paid 4.05%. now it's 5.22%.
every btc target has to beat getting paid to wait, and that bar just moved up more than a point. what return makes holding through it worth it for you?
@TPW1_ turned the 10 year hurdle from our chat yesterday into a chart. what return gets you to hold through 5.22%?
one good day on a long and the next trade goes on at 5x. that's where most of these wallets give it back.
perps can be right on the coin and wrong on the wick. an option prices your worst case up front. after a seven figure day, do you size up or take some off?
Keep an eye on this new wallet (0x2f59), which made over $1M in a single day longing $STRK and is now going long on $W!
6 hours ago, it opened a 5x long on 28.88M $W ($643K).
$W is already up 25% today. Can it go even higher?
nitter.gq/lookonchain/status/210…
