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Bitcoin whales quietly bought $16.7 billion during the panic Large holders accumulated more than 270,000 $BTC over the past two weeks, per Bitfinex data shared with CoinDesk, even as spot ETFs posted their worst month on record. Analysts note this exact divergence, institutions selling while whales absorb the supply,...

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28,657 次观看 • 1 个月前 •via X (Twitter)

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Shiba Inu Whales Flood Exchanges With Billions Of Tokens More than 4 billion $SHIB flowed into exchanges over 24 hours period on June 15, as large holders increased activity, per U Today. The transfers come as Shiba Inu attempts to recover from a recent selloff. Analysts say the inflows could create fresh selling pressure if whales decide to take profits.
0:15

Shiba Inu Whales Flood Exchanges With Billions Of Tokens More than 4 billion $SHIB flowed into exchanges over 24 hours period on June 15, as large holders increased activity, per U Today. The transfers come as Shiba Inu attempts to recover from a recent selloff. Analysts say the inflows could create fresh selling pressure if whales decide to take profits.

BSCN

32,871 次观看 • 1 个月前

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY🔥 Strategy bought OVER 56,000 Bitcoin in April. That number is so absurd people are psychologically incapable of processing it. Post-halving miners produce roughly 13,500 BTC per month. Strategy just bought about 4.1x an entire month of new miner supply in one month. Now run the simple monster math: Today: Strategy BTC stack: 818,334 BTC Bitcoin price: $76,196 Bitcoin NAV: $62.35B Assume Strategy keeps buying 56,000 BTC per month for 5 years. That is: ASSUMING STRC GROWTH TOTALLY STOPS (LOL) ~672,000 BTC per year ~3,360,000 BTC over 5 years Their stack goes from: 818,334 BTC to 4,178,334 BTC Now assume Bitcoin compounds at 25% CAGR. Bitcoin goes from: $76,196 to roughly: $232,532 So the Bitcoin NAV becomes: 4,178,334 BTC × $232,532 = roughly $971.5 BILLION Almost $1 TRILLION in Bitcoin NAV. And the funniest part? This model assumes no mNAV expansion. No premium insanity. No additional acceleration. No credit flywheel getting stronger. No market panic as everyone realizes Strategy is vacuuming Bitcoin off the planet like a publicly traded monetary black hole. Just: 56,000 BTC per month. 25% Bitcoin CAGR. 5 years. That’s it. Don't think they can accumulate that much Bitcoin at that low of a CAGR? Think the Bitcoin CAGR has to go higher? Cool. That only helps Strategy buy more Bitcoin. The bear case is basically: “Sure, they are absorbing multiples of new supply, building the largest corporate Bitcoin balance sheet in history, converting fiat capital markets into Bitcoin ownership, and compounding NAV at escape velocity, but have you considered that I am emotionally upset?” MSTR is becoming the most aggressive Bitcoin accumulation machine ever built. The fiat world is still modeling it like a tech stock with a weird treasury policy. GOOD LUCK.
0:14

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY🔥 Strategy bought OVER 56,000 Bitcoin in April. That number is so absurd people are psychologically incapable of processing it. Post-halving miners produce roughly 13,500 BTC per month. Strategy just bought about 4.1x an entire month of new miner supply in one month. Now run the simple monster math: Today: Strategy BTC stack: 818,334 BTC Bitcoin price: $76,196 Bitcoin NAV: $62.35B Assume Strategy keeps buying 56,000 BTC per month for 5 years. That is: ASSUMING STRC GROWTH TOTALLY STOPS (LOL) ~672,000 BTC per year ~3,360,000 BTC over 5 years Their stack goes from: 818,334 BTC to 4,178,334 BTC Now assume Bitcoin compounds at 25% CAGR. Bitcoin goes from: $76,196 to roughly: $232,532 So the Bitcoin NAV becomes: 4,178,334 BTC × $232,532 = roughly $971.5 BILLION Almost $1 TRILLION in Bitcoin NAV. And the funniest part? This model assumes no mNAV expansion. No premium insanity. No additional acceleration. No credit flywheel getting stronger. No market panic as everyone realizes Strategy is vacuuming Bitcoin off the planet like a publicly traded monetary black hole. Just: 56,000 BTC per month. 25% Bitcoin CAGR. 5 years. That’s it. Don't think they can accumulate that much Bitcoin at that low of a CAGR? Think the Bitcoin CAGR has to go higher? Cool. That only helps Strategy buy more Bitcoin. The bear case is basically: “Sure, they are absorbing multiples of new supply, building the largest corporate Bitcoin balance sheet in history, converting fiat capital markets into Bitcoin ownership, and compounding NAV at escape velocity, but have you considered that I am emotionally upset?” MSTR is becoming the most aggressive Bitcoin accumulation machine ever built. The fiat world is still modeling it like a tech stock with a weird treasury policy. GOOD LUCK.

Adam Livingston

61,563 次观看 • 3 个月前

XRP is doing nothing, and that's the chart pattern XRP holders watch for ripple:native has traded in a tight range around $1.37 for 100+ days, down 41% over the past year, with daily Bollinger Bands tightening into one of the longest accumulation phases the asset has shown. This isn't new behavior. The previous XRP accumulation cycle ran 915 days before the asset broke out. Volume profile data shows the heaviest position concentration sitting right at current levels, which usually means large capital is still building rather than selling. What it doesn't mean: a breakout is imminent. These phases historically resolve on their own timeline.
0:14

XRP is doing nothing, and that's the chart pattern XRP holders watch for ripple:native has traded in a tight range around $1.37 for 100+ days, down 41% over the past year, with daily Bollinger Bands tightening into one of the longest accumulation phases the asset has shown. This isn't new behavior. The previous XRP accumulation cycle ran 915 days before the asset broke out. Volume profile data shows the heaviest position concentration sitting right at current levels, which usually means large capital is still building rather than selling. What it doesn't mean: a breakout is imminent. These phases historically resolve on their own timeline.

BSCN

24,425 次观看 • 2 个月前

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.
0:10

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.

Shanaka Anslem Perera ⚡

142,587 次观看 • 2 个月前

ALPHA BY NEARWEEK, PAY ATTENTION NEAR HUNTERS! Here's the alpha you need! 🔽 NEAR Protocol's Thread Contest has been extended! Content creators can still submit their content for a chance to win $500 in $NEAR. More details in the NEAR Protocol Discord: Edge Video AI's 100K points per day competition will officially go live on Monday, but the system will be fully operational over the weekend for early access by players. To participate, scan the QR code and join both single and multiplayer quizzes. Accumulated points can be converted into $FAST tokens. More details at trisolaris 🅣 has launched new farms to support #NEAR native stablecoins with the help of Aurora. Users can now deposit USDC-USDC.e or USDT-USDT.e for a 34-37% APR. Rewards will be in $TRI & $AURORA. Frax Finance ¤⛓️¤ $FRAX collateral and borrowing is now open on CoffeeDAO with a supply APY of 23.43%. Users can now supply or borrow at Meta Pool has launched the $mpDAO token to empower users through a transparent, inclusive, community-driven governance system within Meta Pool, where token holders vote and earn from protocol fees. SWEAT💧 is launching the Arabic version of Sweat Wallet and will be ready for mass adoption in the Middle East region. This will enable users to do transactions with $SWEAT token. Pumpopoly.com, the virtual property simulator on NEAR has just received a $5000 grant from Near Gaming DAO. The grant will be used to reward active users on Near Tinker Union | NTU has received 1.4B $LONK from Lonk 🐲 on airdrop day! The team will soon commence distribution through their flagship product, Meteor Wallet. Airdrop will be exclusive to all 3333 Tinker holders. UNIFAT - The first batch of ranking rewards will be distributed on April 22nd, followed by the second batch, which will consist of four sub-ranking rewards. Check out ranks: Playible has just launched its point system where users can compete and win weekly cash prizes. In the future, points will also offer additional benefits. More details at NFT is ART will be the next NFT collection to launch on NEAR, following the previous collection's success. lilcrow💜, a well-known artist on #NEAR, will lead this collection. Rogues has revealed Season 2 Leaderboard prizes. 6 Legendary Lootboxes will be distributed to the top 3 on the leaderboard. That's it for this week's ALPHA by NEARWEEK, but don't think we're out of intel! 🔮 Here's one more: the recap from this week's NEAR ALPHA SHOW with :
0:17

ALPHA BY NEARWEEK, PAY ATTENTION NEAR HUNTERS! Here's the alpha you need! 🔽 NEAR Protocol's Thread Contest has been extended! Content creators can still submit their content for a chance to win $500 in $NEAR. More details in the NEAR Protocol Discord: Edge Video AI's 100K points per day competition will officially go live on Monday, but the system will be fully operational over the weekend for early access by players. To participate, scan the QR code and join both single and multiplayer quizzes. Accumulated points can be converted into $FAST tokens. More details at trisolaris 🅣 has launched new farms to support #NEAR native stablecoins with the help of Aurora. Users can now deposit USDC-USDC.e or USDT-USDT.e for a 34-37% APR. Rewards will be in $TRI & $AURORA. Frax Finance ¤⛓️¤ $FRAX collateral and borrowing is now open on CoffeeDAO with a supply APY of 23.43%. Users can now supply or borrow at Meta Pool has launched the $mpDAO token to empower users through a transparent, inclusive, community-driven governance system within Meta Pool, where token holders vote and earn from protocol fees. SWEAT💧 is launching the Arabic version of Sweat Wallet and will be ready for mass adoption in the Middle East region. This will enable users to do transactions with $SWEAT token. Pumpopoly.com, the virtual property simulator on NEAR has just received a $5000 grant from Near Gaming DAO. The grant will be used to reward active users on Near Tinker Union | NTU has received 1.4B $LONK from Lonk 🐲 on airdrop day! The team will soon commence distribution through their flagship product, Meteor Wallet. Airdrop will be exclusive to all 3333 Tinker holders. UNIFAT - The first batch of ranking rewards will be distributed on April 22nd, followed by the second batch, which will consist of four sub-ranking rewards. Check out ranks: Playible has just launched its point system where users can compete and win weekly cash prizes. In the future, points will also offer additional benefits. More details at NFT is ART will be the next NFT collection to launch on NEAR, following the previous collection's success. lilcrow💜, a well-known artist on #NEAR, will lead this collection. Rogues has revealed Season 2 Leaderboard prizes. 6 Legendary Lootboxes will be distributed to the top 3 on the leaderboard. That's it for this week's ALPHA by NEARWEEK, but don't think we're out of intel! 🔮 Here's one more: the recap from this week's NEAR ALPHA SHOW with :

NEARWEEK

31,371 次观看 • 2 年前

The week has been a great one with lots of updates on different scales and different events altogether, but that doesn't also rule out the fact that there's still sense to make out in all of these. Here are a few of the projects I have my eyes on and their recent updates; - Cysic (mainnet arc) has announced their token standards. $CYS and $CGT; 2 tokens with a single mission, to make Compute-Fi as seamless as possible. $CYS serves as the network token for paying gas and keeping the chain running, while $CGT serves as the governance token to give holders a voice. This just gives out more hints that Mainnet might just be close. - The KYC Verification and subscription went live in preparation for $MMT community offering launching very soon on Buidlpad. This is all in line with the MomentumⓂ️Ⓜ️T sale community offering coming soon. The KYC & subscription ended on the 25th, while the contribution window commences on the 27th. If you wish to be a part of the sale, ensure you didn't forget to KYC and subscribe. - After weeks of shrouding in mystery, the integra. team finally discloses what they had been building all along in silence. A chain that plans to bring in over $12B+ in untapped value across major RWAs to make trading them as seamless as possible. Integra is the chain made for Real Estate, Real World Assets and all that surrounds it. - Anichess has finally taken the snapshot for their official NFT collection; the Ethernals. The snapshot was completed on Ethereum Mainnet Block #23638874. The snapshot for the collection was done to reward holders of the NFTs a 10% supply of the Anichess's $CHECK token distribution at TGE. Solid holders IMO as I saw no sell pressure on the NFT collection even after the snapshot had been taken unlike regular collections out there. - One of my big bags and long term conviction partners; 0G Labs (Home of Infinite AI) has been steadily innovating with more and more updates rolled out daily. ZeroStack (FLGC); one of the finest storage banks and 0G's treasury just secured its second $0G purchase of over $1.9M+in value, bringing the total holding to 123.4M $0G tokens. Price has been stable and the community impeccable. There's more to come on 0G, I'll advice you position accordingly. - Lastly, I saved the best for the last because it was definitely worth it. We have become too shrouded with Kaito that we failed to realize a hidden potential right under our nose. Wallchain Quacks; another advancement of info-fi has proven to be more than an excellent choice to reward and incentivize its community. Limitless recently had their TGE and over 2,500,000.00 $LMTS tokens were distributed to the top 250 Quackers (Yappers equivalent). Innovations are happening, and we'll continue to see many more advancements as we progress. You just have to stay positioned and look out for the projects built on WallChain. Stay informed guys. Goodluck and a happy weekend once again
0:12

The week has been a great one with lots of updates on different scales and different events altogether, but that doesn't also rule out the fact that there's still sense to make out in all of these. Here are a few of the projects I have my eyes on and their recent updates; - Cysic (mainnet arc) has announced their token standards. $CYS and $CGT; 2 tokens with a single mission, to make Compute-Fi as seamless as possible. $CYS serves as the network token for paying gas and keeping the chain running, while $CGT serves as the governance token to give holders a voice. This just gives out more hints that Mainnet might just be close. - The KYC Verification and subscription went live in preparation for $MMT community offering launching very soon on Buidlpad. This is all in line with the MomentumⓂ️Ⓜ️T sale community offering coming soon. The KYC & subscription ended on the 25th, while the contribution window commences on the 27th. If you wish to be a part of the sale, ensure you didn't forget to KYC and subscribe. - After weeks of shrouding in mystery, the integra. team finally discloses what they had been building all along in silence. A chain that plans to bring in over $12B+ in untapped value across major RWAs to make trading them as seamless as possible. Integra is the chain made for Real Estate, Real World Assets and all that surrounds it. - Anichess has finally taken the snapshot for their official NFT collection; the Ethernals. The snapshot was completed on Ethereum Mainnet Block #23638874. The snapshot for the collection was done to reward holders of the NFTs a 10% supply of the Anichess's $CHECK token distribution at TGE. Solid holders IMO as I saw no sell pressure on the NFT collection even after the snapshot had been taken unlike regular collections out there. - One of my big bags and long term conviction partners; 0G Labs (Home of Infinite AI) has been steadily innovating with more and more updates rolled out daily. ZeroStack (FLGC); one of the finest storage banks and 0G's treasury just secured its second $0G purchase of over $1.9M+in value, bringing the total holding to 123.4M $0G tokens. Price has been stable and the community impeccable. There's more to come on 0G, I'll advice you position accordingly. - Lastly, I saved the best for the last because it was definitely worth it. We have become too shrouded with Kaito that we failed to realize a hidden potential right under our nose. Wallchain Quacks; another advancement of info-fi has proven to be more than an excellent choice to reward and incentivize its community. Limitless recently had their TGE and over 2,500,000.00 $LMTS tokens were distributed to the top 250 Quackers (Yappers equivalent). Innovations are happening, and we'll continue to see many more advancements as we progress. You just have to stay positioned and look out for the projects built on WallChain. Stay informed guys. Goodluck and a happy weekend once again

OHJAY ⭕️ || 🇬🇧

20,919 次观看 • 9 个月前

32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.
0:10

32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.

Shanaka Anslem Perera ⚡

165,572 次观看 • 2 个月前

JUST IN: Bank of America just told its clients to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.
0:10

JUST IN: Bank of America just told its clients to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.

Shanaka Anslem Perera ⚡

17,235 次观看 • 2 个月前

$1M Bitcoin in 2027 Everyone thinks Michael Saylor and ETFs get us there. I think it’s Paul Sztorc and the eCash.com $BTC hard fork. I sat with Paul Sztorc who made me realise eCash could be one of the most important forks in bitcoins history, stimulating our greatest bullrun ever. The tldr is in August if you hold bitcoin you get the equivalent in eCash. Now eCash on its own merit is already interesting. It’s led by Paul Sztorc who has spent years campaigning to improve bitcoins mechanical utility. He’s a certified legit Bitcoin OG who wants to add functional layers on-top of Bitcoin to enable Bitcoin to be the rails for the broader world of commerce. He plans to achieve this with side chains that are sort of like L2s on Bitcoin. Imagine if Bitcoin had smart contracts and $btc was the currency for all apps in the world. 🤔so technically it’s already very compelling. You will get that for free just by owning Bitcoin. But that’s not all. Paul has figured out a way to finance new forks. I believe this will trigger a new season of fork innovations. Basically fork wars 2.0 only this time it’s based around experimentation and innovation instead of outright kill Bitcoin. Institutions have been all the craze recently but they have never been the source of crypto's biggest expansions. The people who built this industry were. The Cryptographers, the hackers, the builders and the cypherpunks. Everyone is focusing on Strategy selling Bitcoin, meanwhile the upcoming eCash hard fork from Paul Sztorc is being wildly underestimated. Technically, the idea of improving bitcoins mechanical utility is appealing but the event itself is also financially dramatic inducing a huge wealth effect for a whole new generation of Bitcoin holders and it may remind the market who actually drives innovation in this industry. Every major crypto boom began when a small group of weird, intelligent, highly-convicted people challenged the status quo and built something new. And while everyone thinks the next bull market comes from Wall Street, I think much more poetically it comes from the same place every other one did: The real Bitcoiners. Anyway, the interview is linked below. I highly recommend you watch it and I’ll be writing my thesis that goes over wealth effects, network effects, financial incentives, game theory and how this all spills over into a bitcoin and crypto bullrun like we’ve never seen before.
0:34

$1M Bitcoin in 2027 Everyone thinks Michael Saylor and ETFs get us there. I think it’s Paul Sztorc and the eCash.com $BTC hard fork. I sat with Paul Sztorc who made me realise eCash could be one of the most important forks in bitcoins history, stimulating our greatest bullrun ever. The tldr is in August if you hold bitcoin you get the equivalent in eCash. Now eCash on its own merit is already interesting. It’s led by Paul Sztorc who has spent years campaigning to improve bitcoins mechanical utility. He’s a certified legit Bitcoin OG who wants to add functional layers on-top of Bitcoin to enable Bitcoin to be the rails for the broader world of commerce. He plans to achieve this with side chains that are sort of like L2s on Bitcoin. Imagine if Bitcoin had smart contracts and $btc was the currency for all apps in the world. 🤔so technically it’s already very compelling. You will get that for free just by owning Bitcoin. But that’s not all. Paul has figured out a way to finance new forks. I believe this will trigger a new season of fork innovations. Basically fork wars 2.0 only this time it’s based around experimentation and innovation instead of outright kill Bitcoin. Institutions have been all the craze recently but they have never been the source of crypto's biggest expansions. The people who built this industry were. The Cryptographers, the hackers, the builders and the cypherpunks. Everyone is focusing on Strategy selling Bitcoin, meanwhile the upcoming eCash hard fork from Paul Sztorc is being wildly underestimated. Technically, the idea of improving bitcoins mechanical utility is appealing but the event itself is also financially dramatic inducing a huge wealth effect for a whole new generation of Bitcoin holders and it may remind the market who actually drives innovation in this industry. Every major crypto boom began when a small group of weird, intelligent, highly-convicted people challenged the status quo and built something new. And while everyone thinks the next bull market comes from Wall Street, I think much more poetically it comes from the same place every other one did: The real Bitcoiners. Anyway, the interview is linked below. I highly recommend you watch it and I’ll be writing my thesis that goes over wealth effects, network effects, financial incentives, game theory and how this all spills over into a bitcoin and crypto bullrun like we’ve never seen before.

Senator Mak🖖

130,752 次观看 • 2 个月前

XRP HAS HAD A MASSIVE 2026 SO FAR ripple:native has emerged as one of the most institutionally-adopted digital assets of 2026, with five spot ETFs trading in the US and cumulative inflows topping $1.50 billion by early March. The funds locked over 769 million XRP tokens across combined custody arrangements and recorded zero net outflow days in their first month. JPMorgan has forecast first-year inflows of $4 to $8.4 billion. Goldman Sachs disclosed a $153.8 million spot XRP ETF position in its Q4 2025 13F filing, making it the single largest known institutional holder. The allocation is distributed across Bitwise, Franklin Templeton's XRPZ, Grayscale's GXRP, and 21Shares' TOXR, accounting for roughly 73% of the top 30 institutional holdings combined. Ripple itself entered 2026 at a $50 billion private valuation, placing it among the ten most valuable private companies globally and the only blockchain-focused firm in that group. The company has logged over $95 billion in cumulative transaction volume and holds more than 75 regulatory licenses worldwide. November's $500 million strategic funding round drew Citadel Securities, Fortress, Pantera, Galaxy Digital, Brevan Howard, and Marshall Wace, and Ripple announced a Mastercard and Gemini partnership for stablecoin-powered credit card payments the same day. XRPL adoption metrics have moved sharply alongside the institutional flows. Daily transactions hit 3 million on March 15, a threefold jump from mid-2025 averages, driven by AMM pool activity, tokenized assets, and ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed denominated settlement flows. Real-world asset tokenization on the ledger has grown to over $474 million with represented value approaching $1.5 billion. The ledger has now processed more than 4 billion transactions since its inception. Technical milestones have been steady through Q1. RippleX shipped a critical node stability patch (rippled 3.1.2) on March 13, an AI-driven security overhaul on March 26, and a four-phase quantum-resistance roadmap targeting 2028 with Phase 2 underway. Lending Protocol and Single Asset Vaults are under amendment voting. XRP Community Day was held February 11-12 and the 2026 RippleX roadmap is shifting toward distributed funding and governance models. Price has not kept pace with the institutional flows. XRP trades around $1.36 today, off a $3.65 high in July 2025 and well below the Trump-election-driven rally that pushed it 400% above pre-election levels. Standard Chartered's Geoffrey Kendrick has forecast $8 in 2026, citing ETF flows and CLARITY Act regulatory clarity. Ripple CEO Brad Garlinghouse (Brad Garlinghouse) has predicted XRP capturing 14% of SWIFT volume within five years.
0:14

XRP HAS HAD A MASSIVE 2026 SO FAR ripple:native has emerged as one of the most institutionally-adopted digital assets of 2026, with five spot ETFs trading in the US and cumulative inflows topping $1.50 billion by early March. The funds locked over 769 million XRP tokens across combined custody arrangements and recorded zero net outflow days in their first month. JPMorgan has forecast first-year inflows of $4 to $8.4 billion. Goldman Sachs disclosed a $153.8 million spot XRP ETF position in its Q4 2025 13F filing, making it the single largest known institutional holder. The allocation is distributed across Bitwise, Franklin Templeton's XRPZ, Grayscale's GXRP, and 21Shares' TOXR, accounting for roughly 73% of the top 30 institutional holdings combined. Ripple itself entered 2026 at a $50 billion private valuation, placing it among the ten most valuable private companies globally and the only blockchain-focused firm in that group. The company has logged over $95 billion in cumulative transaction volume and holds more than 75 regulatory licenses worldwide. November's $500 million strategic funding round drew Citadel Securities, Fortress, Pantera, Galaxy Digital, Brevan Howard, and Marshall Wace, and Ripple announced a Mastercard and Gemini partnership for stablecoin-powered credit card payments the same day. XRPL adoption metrics have moved sharply alongside the institutional flows. Daily transactions hit 3 million on March 15, a threefold jump from mid-2025 averages, driven by AMM pool activity, tokenized assets, and ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed denominated settlement flows. Real-world asset tokenization on the ledger has grown to over $474 million with represented value approaching $1.5 billion. The ledger has now processed more than 4 billion transactions since its inception. Technical milestones have been steady through Q1. RippleX shipped a critical node stability patch (rippled 3.1.2) on March 13, an AI-driven security overhaul on March 26, and a four-phase quantum-resistance roadmap targeting 2028 with Phase 2 underway. Lending Protocol and Single Asset Vaults are under amendment voting. XRP Community Day was held February 11-12 and the 2026 RippleX roadmap is shifting toward distributed funding and governance models. Price has not kept pace with the institutional flows. XRP trades around $1.36 today, off a $3.65 high in July 2025 and well below the Trump-election-driven rally that pushed it 400% above pre-election levels. Standard Chartered's Geoffrey Kendrick has forecast $8 in 2026, citing ETF flows and CLARITY Act regulatory clarity. Ripple CEO Brad Garlinghouse (Brad Garlinghouse) has predicted XRP capturing 14% of SWIFT volume within five years.

BSCN

13,418 次观看 • 3 个月前

Is Michael Saylor about to get a margin call? No. And the reason is more interesting than the rumor, because what he built instead may be harder to escape than one. A margin call needs a lender who can seize collateral when the price drops. Strategy has none. Its $6.7 billion in debt is convertible notes, the largest tranche due in 2029, with no loan-to-value trigger and no clause that lets anyone take a coin because Bitcoin fell. Saylor learned that in 2022, when he did have a collateralized loan and sweated a liquidation price, then rebuilt the structure so it could never happen again. On the literal question he is right, and the people calling for his liquidation this week do not understand what they see. But killing the fast death created a slow one almost nobody is pricing. To fund his buying, Saylor issued a mountain of perpetual preferred stock that pays a fixed dividend forever, near 11.5 percent, no matter where Bitcoin trades. That annual bill quadrupled from about $300 million in January to roughly $1.2 billion now, while the cash reserve that pays it fell 38 percent this year to near $1.4 billion, after the company spent $1.5 billion in May retiring debt. Put those two numbers together and you get the figure that actually matters, and it is not a Bitcoin price. It is a countdown. Dividend coverage, the time the cash can keep paying that bill, has collapsed from more than seven years in early 2026 to between ten and fourteen months, depending on whose math you use. Months, not years. The market is already pricing it, just not where the rumor is looking. That preferred stock is engineered to sit at $100. Last week it cracked to $82.50, a record 17.5 percent below par. That discount is investors quietly clocking the strain while the timeline screams about a margin call that cannot happen. There is a clean way out, and it is the one door the structure was built to keep shut. Restoring a safe two years of coverage takes about $2.8 billion, roughly double what Strategy holds, and the fastest path there is to sell Bitcoin. But selling crystallizes a $10.6 billion loss, breaks the never-sell promise that gives the stock its premium, and bleeds the very asset the machine exists to hoard. The exit and the wound are the same cut. He already brushed it, selling 32 coins on June 1 to cover a payment. Thirty-two against more than 847,000 is a rounding error in size and an earthquake in meaning, because the company that swore it would never sell, sold, to pay a dividend. And there is a second trigger almost no one has read, buried in the fine print. If Saylor ever simply skips a preferred payment to save cash, the missed amount compounds, the senior layer can ratchet its rate higher, a senior miss freezes payments to every junior layer beneath it, and after enough missed quarters those preferred holders can start taking board seats. No one seizes a coin. But control begins migrating to the people he owes. The clock does not just run down. It hands away the keys at the end. So the honest verdict is the one neither side is shouting. There is no margin call and no imminent bankruptcy. The structure protects him exactly as designed. What it cannot protect him from is a fixed bill that grows while the cash shrinks, where every exit deepens the hole. Sell Bitcoin and break the story. Issue stock into a price near its lowest since 2024 and punish your holders. Skip the dividend and start losing the company by the boardroom. Saylor did not escape the margin call. He traded a cliff for a clock. A cliff takes you in an afternoon and a stranger pulls the trigger. This clock takes months, and at the end the trigger is pulled by the only two forces he swore would never touch it, his own hand, or the people he owes. The rumor asks whether someone is about to call his loan. The real question is how many months he can keep paying before he has to sell the dream, dilute the believers, or hand over the board to keep the lights on.
0:10

Is Michael Saylor about to get a margin call? No. And the reason is more interesting than the rumor, because what he built instead may be harder to escape than one. A margin call needs a lender who can seize collateral when the price drops. Strategy has none. Its $6.7 billion in debt is convertible notes, the largest tranche due in 2029, with no loan-to-value trigger and no clause that lets anyone take a coin because Bitcoin fell. Saylor learned that in 2022, when he did have a collateralized loan and sweated a liquidation price, then rebuilt the structure so it could never happen again. On the literal question he is right, and the people calling for his liquidation this week do not understand what they see. But killing the fast death created a slow one almost nobody is pricing. To fund his buying, Saylor issued a mountain of perpetual preferred stock that pays a fixed dividend forever, near 11.5 percent, no matter where Bitcoin trades. That annual bill quadrupled from about $300 million in January to roughly $1.2 billion now, while the cash reserve that pays it fell 38 percent this year to near $1.4 billion, after the company spent $1.5 billion in May retiring debt. Put those two numbers together and you get the figure that actually matters, and it is not a Bitcoin price. It is a countdown. Dividend coverage, the time the cash can keep paying that bill, has collapsed from more than seven years in early 2026 to between ten and fourteen months, depending on whose math you use. Months, not years. The market is already pricing it, just not where the rumor is looking. That preferred stock is engineered to sit at $100. Last week it cracked to $82.50, a record 17.5 percent below par. That discount is investors quietly clocking the strain while the timeline screams about a margin call that cannot happen. There is a clean way out, and it is the one door the structure was built to keep shut. Restoring a safe two years of coverage takes about $2.8 billion, roughly double what Strategy holds, and the fastest path there is to sell Bitcoin. But selling crystallizes a $10.6 billion loss, breaks the never-sell promise that gives the stock its premium, and bleeds the very asset the machine exists to hoard. The exit and the wound are the same cut. He already brushed it, selling 32 coins on June 1 to cover a payment. Thirty-two against more than 847,000 is a rounding error in size and an earthquake in meaning, because the company that swore it would never sell, sold, to pay a dividend. And there is a second trigger almost no one has read, buried in the fine print. If Saylor ever simply skips a preferred payment to save cash, the missed amount compounds, the senior layer can ratchet its rate higher, a senior miss freezes payments to every junior layer beneath it, and after enough missed quarters those preferred holders can start taking board seats. No one seizes a coin. But control begins migrating to the people he owes. The clock does not just run down. It hands away the keys at the end. So the honest verdict is the one neither side is shouting. There is no margin call and no imminent bankruptcy. The structure protects him exactly as designed. What it cannot protect him from is a fixed bill that grows while the cash shrinks, where every exit deepens the hole. Sell Bitcoin and break the story. Issue stock into a price near its lowest since 2024 and punish your holders. Skip the dividend and start losing the company by the boardroom. Saylor did not escape the margin call. He traded a cliff for a clock. A cliff takes you in an afternoon and a stranger pulls the trigger. This clock takes months, and at the end the trigger is pulled by the only two forces he swore would never touch it, his own hand, or the people he owes. The rumor asks whether someone is about to call his loan. The real question is how many months he can keep paying before he has to sell the dream, dilute the believers, or hand over the board to keep the lights on.

Shanaka Anslem Perera ⚡

58,558 次观看 • 1 个月前

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.
0:10

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.

Shanaka Anslem Perera ⚡

90,659 次观看 • 1 个月前

🚨 WARNING: SPACEX IPO OVERSUBSCRIBED 4X!! 4 TIMES more demand than available shares. Every institution on the planet is fighting for allocation. But this level of oversubscription doesn’t protect retail buyers. It guarantees insiders a stronger opening price to sell into. Here’s the math everyone is ignoring: $1,660,000,000,000 sitting in insider hands right now. 95% of every SpaceX share that exists. All of it is legally locked until the clock starts ticking after listing. 4x oversubscription means day one opens strong. A strong open means insiders begin distributing from the highest possible price. More retail FOMO = More supply gets absorbed. Rocket Lab was oversubscribed in 2021. Everyone wanted a piece of the space revolution. It dumped 82% from its peak within twelve months. Think about what 4x demand actually means in practice. It’s the mechanism that makes the insider exit cleaner. Institutions that don’t get full allocation will buy in the open market. That buying pressure gets front-run by the people who have been waiting years for this exact moment. By November, 93% of eligible insider shares are free to sell. The oversubscription just handed them a better entry point for their exit. SpaceX is a real company with real technology. The valuation has nothing to do with the technology. $1,750,000,000,000. For a company losing $4,280,000,000 per quarter. Retail money waiting to absorb insider supply. This sounds SCARY, but I’ll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...
0:12

🚨 WARNING: SPACEX IPO OVERSUBSCRIBED 4X!! 4 TIMES more demand than available shares. Every institution on the planet is fighting for allocation. But this level of oversubscription doesn’t protect retail buyers. It guarantees insiders a stronger opening price to sell into. Here’s the math everyone is ignoring: $1,660,000,000,000 sitting in insider hands right now. 95% of every SpaceX share that exists. All of it is legally locked until the clock starts ticking after listing. 4x oversubscription means day one opens strong. A strong open means insiders begin distributing from the highest possible price. More retail FOMO = More supply gets absorbed. Rocket Lab was oversubscribed in 2021. Everyone wanted a piece of the space revolution. It dumped 82% from its peak within twelve months. Think about what 4x demand actually means in practice. It’s the mechanism that makes the insider exit cleaner. Institutions that don’t get full allocation will buy in the open market. That buying pressure gets front-run by the people who have been waiting years for this exact moment. By November, 93% of eligible insider shares are free to sell. The oversubscription just handed them a better entry point for their exit. SpaceX is a real company with real technology. The valuation has nothing to do with the technology. $1,750,000,000,000. For a company losing $4,280,000,000 per quarter. Retail money waiting to absorb insider supply. This sounds SCARY, but I’ll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

58,327 次观看 • 2 个月前

Ethereum in 2026 → What you need to know. Today ETH price is $2,104 which is almost 57% down from its all time high of $4,954 in August 2025. Fear and Greed index stands at 28. The Relative Strength Index (RSI) is approaching oversold conditions and retail interest is absent. However every on chain metric is hitting an all time high. - There are almost 35.5 million ETH staked. - Stablecoins on Ethereum have surpassed $158 billion. Tbh ETH exchange reserves are at their lowest since 2016. Spot ETH ETFs have attracted $11.6 billion in total net inflows. The network is more used, more secure and more embedded in institutions than ever yet the price remains in the fear zone. That disparity outlines the whole Ethereum narrative in 2026. - Pectra launched in May 2025 increasing the validator cap from 32 to 2,048 ETH. - Fusaka followed in December. - Glamsterdam is set for the first half of 2026 aiming for 10,000 transactions per second and over 78% reduction in gas fees through full account abstraction. - Hegota arrives in the second half with Verkle Trees pushing towards a stateless Ethereum. This upgrade pace is not slowing down. And the good thing is institutional side looks promising too. Ethereum Foundation staked 70,000 ETH in April 2026. This shift from selling ETH to fund operations to earning staking yield is significant. Yet there is an uncomfortable truth that many ignore → Layer 2 solutions like Base keep most fee revenue instead of returning it to ETH holders. Standard Chartered estimated that Base alone took $50 billion from ETH market cap. Increased Layer 2 activity does not directly translate to higher ETH value. So far this issue is unresolved concern underlying every optimistic outlook. The bullish scenario here is hinges on Glamsterdam delivering results, ETF inflows returning and the Federal Reserve lowering rates. and the bearish scenario suggests that Layer 2 value capture issue remains unresolved. Its crazy that the divergence between fundamentals and price is not a temporary dislocation but a structural issue. Right now the critical level to watch is $2,080. If it drops below that the bearish case becomes serious. Honestly fundamentals keep getting stronger while the price continues lagging behind. Next six months will determine which perspective will prevail.
0:18

Ethereum in 2026 → What you need to know. Today ETH price is $2,104 which is almost 57% down from its all time high of $4,954 in August 2025. Fear and Greed index stands at 28. The Relative Strength Index (RSI) is approaching oversold conditions and retail interest is absent. However every on chain metric is hitting an all time high. - There are almost 35.5 million ETH staked. - Stablecoins on Ethereum have surpassed $158 billion. Tbh ETH exchange reserves are at their lowest since 2016. Spot ETH ETFs have attracted $11.6 billion in total net inflows. The network is more used, more secure and more embedded in institutions than ever yet the price remains in the fear zone. That disparity outlines the whole Ethereum narrative in 2026. - Pectra launched in May 2025 increasing the validator cap from 32 to 2,048 ETH. - Fusaka followed in December. - Glamsterdam is set for the first half of 2026 aiming for 10,000 transactions per second and over 78% reduction in gas fees through full account abstraction. - Hegota arrives in the second half with Verkle Trees pushing towards a stateless Ethereum. This upgrade pace is not slowing down. And the good thing is institutional side looks promising too. Ethereum Foundation staked 70,000 ETH in April 2026. This shift from selling ETH to fund operations to earning staking yield is significant. Yet there is an uncomfortable truth that many ignore → Layer 2 solutions like Base keep most fee revenue instead of returning it to ETH holders. Standard Chartered estimated that Base alone took $50 billion from ETH market cap. Increased Layer 2 activity does not directly translate to higher ETH value. So far this issue is unresolved concern underlying every optimistic outlook. The bullish scenario here is hinges on Glamsterdam delivering results, ETF inflows returning and the Federal Reserve lowering rates. and the bearish scenario suggests that Layer 2 value capture issue remains unresolved. Its crazy that the divergence between fundamentals and price is not a temporary dislocation but a structural issue. Right now the critical level to watch is $2,080. If it drops below that the bearish case becomes serious. Honestly fundamentals keep getting stronger while the price continues lagging behind. Next six months will determine which perspective will prevail.

evans

17,498 次观看 • 2 个月前

Almost everyone I talk to genuinely do not understand how ordinary families are making this work anymore, especially those raising children and the uncomfortable answer is that many of them are not. People are maintaining the appearance of financial stability by carrying credit card balances, stretching vehicle loans across 6 or 7 years, dividing everyday purchases into installments and quietly falling behind. The numbers reveal what the headline economy often conceals. Childcare Center based childcare now averages roughly $1,372 per month for one child and approximately $2,333 per month for two children, or about $28,000 per year. Infant care can cost between $1,560 and $1,800 per month for each child. Vehicle Payments The average new car payment is approximately $770 per month, while the average used car payment is around $531 and the average lease payment is about $619. Nearly 20% of new car buyers now have monthly payments exceeding $1,000. The Basic Family Math One average new car payment combined with childcare for two children already consumes roughly $3,100 per month, or more than $37,000 annually, before paying for housing, groceries, insurance, utilities, healthcare, clothing or taxes. Credit Cards Roughly 13.1% of credit card balances are at least 90 days delinquent, approaching the approximately 13.7% peak recorded during the Great Financial Crisis. Auto Loans Serious auto loan delinquencies are approximately 5.6% overall, while subprime delinquencies of 60 days or more have reached roughly 6.8%, the highest level in 32 years. The stress remains concentrated among weaker borrowers, but that is often where broader economic deterioration begins. Buy Now, Pay Later Usage What began as a small checkout convenience has developed into a major parallel credit system. The largest providers originated about 180 million pay in four loans worth more than $24 billion in 2021, nearly 10x the number issued in 2019. Estimated United States transaction value later climbed toward $70 billion, while adult usage increased from roughly 10% in 2021 to 16% by 2025. Buy Now, Pay Later Stress One survey found that 47% of users made at least one late payment, compared with 41% the previous year and 34% two years earlier. Most late payments may eventually be resolved, but the trend still reveals widespread short term cash flow pressure. Millions of working families are no longer comfortably funding their lives from current income. They are financing childcare, transportation and ordinary consumption through increasingly fragile layers of debt. From the outside, the economy still appears functional. Underneath it, a growing share of families are not getting ahead or even holding steady. They are simply postponing the moment when the arithmetic finally catches up with them.
0:14

Almost everyone I talk to genuinely do not understand how ordinary families are making this work anymore, especially those raising children and the uncomfortable answer is that many of them are not. People are maintaining the appearance of financial stability by carrying credit card balances, stretching vehicle loans across 6 or 7 years, dividing everyday purchases into installments and quietly falling behind. The numbers reveal what the headline economy often conceals. Childcare Center based childcare now averages roughly $1,372 per month for one child and approximately $2,333 per month for two children, or about $28,000 per year. Infant care can cost between $1,560 and $1,800 per month for each child. Vehicle Payments The average new car payment is approximately $770 per month, while the average used car payment is around $531 and the average lease payment is about $619. Nearly 20% of new car buyers now have monthly payments exceeding $1,000. The Basic Family Math One average new car payment combined with childcare for two children already consumes roughly $3,100 per month, or more than $37,000 annually, before paying for housing, groceries, insurance, utilities, healthcare, clothing or taxes. Credit Cards Roughly 13.1% of credit card balances are at least 90 days delinquent, approaching the approximately 13.7% peak recorded during the Great Financial Crisis. Auto Loans Serious auto loan delinquencies are approximately 5.6% overall, while subprime delinquencies of 60 days or more have reached roughly 6.8%, the highest level in 32 years. The stress remains concentrated among weaker borrowers, but that is often where broader economic deterioration begins. Buy Now, Pay Later Usage What began as a small checkout convenience has developed into a major parallel credit system. The largest providers originated about 180 million pay in four loans worth more than $24 billion in 2021, nearly 10x the number issued in 2019. Estimated United States transaction value later climbed toward $70 billion, while adult usage increased from roughly 10% in 2021 to 16% by 2025. Buy Now, Pay Later Stress One survey found that 47% of users made at least one late payment, compared with 41% the previous year and 34% two years earlier. Most late payments may eventually be resolved, but the trend still reveals widespread short term cash flow pressure. Millions of working families are no longer comfortably funding their lives from current income. They are financing childcare, transportation and ordinary consumption through increasingly fragile layers of debt. From the outside, the economy still appears functional. Underneath it, a growing share of families are not getting ahead or even holding steady. They are simply postponing the moment when the arithmetic finally catches up with them.

EndGame Macro

56,779 次观看 • 22 天前

I am the person at Hut 8 who designed the American Bitcoin partnership. The structure is elegant. We gave the Trump family 20% of a publicly traded mining company. They contributed zero capital. Zero infrastructure. Zero employees. Zero operational experience. Zero risk exposure. They contributed a name. Per our partnership agreement, that is consideration. Twenty percent of our equity for access to the most valuable retail distribution channel in American finance. "It has to have 'America,'" Eric said in our first meeting. "And it has to have 'Bitcoin.'" He said this twice. Both times he pointed at the whiteboard. There was nothing else on the whiteboard. I realized then that he understood the product better than I did. The product is not bitcoin. The product is the belief. The entire business model. Two words and a surname. I wrote the term sheet on one page. The lawyers billed for forty. We call that alignment of incentives. Forty pages means they believed in the durability of the arrangement. We mine bitcoin at an all-in cost of approximately $90,000 per coin. Hash rate, power purchase agreements, ASIC depreciation, facility lease, headcount, Coinbase Prime interest — $90,000. Bitcoin trades at $77,000. Every coin we mine loses $13,000. Negative unit economics on every block reward. Eric tells investors we mine at $57,000. He strips out depreciation, SG&A, and the debt service. I asked him once if he understood what depreciation meant. He said it means when things go down. I said yes. He said: "But the stock goes up." I said yes. His only contractual obligation. Salesmanship. Per the partnership agreement, salesmanship is Eric's sole KPI. Technically, he is a fiduciary to shareholders. On paper, his vesting is tied to total comp benchmarks. We run the rigs. He runs the ticker. Asset-light. The company at peak reached a $13.2 billion valuation. Two employees. That is the entire headcount. One is our CEO Mike Ho, who is simultaneously Hut 8's Chief Strategy Officer. He reports to us at Hut 8 on Monday mornings and reports to American Bitcoin shareholders on Tuesday mornings. Dual-reporting structure. Very efficient. The other employee manages Eric's media calendar. $6.6 billion per headcount. We call this capital efficiency. 70% of our bitcoin did not come from mining. It came from selling stock. Retail investors purchase American Bitcoin shares at 50 times book value because the name contains "America" and "Bitcoin" and "Trump" is in the filing and they believe, with the quiet religious certainty of people who have never read a balance sheet in their lives, that a company named American Bitcoin is underwritten by something more substantial than two words and a surname. We take their cash and buy bitcoin on Coinbase at spot. Lodge it on the balance sheet. Call ourselves a mining company. We do mine. At a loss. Technically, the earnings are negative per our Q4 filing. The margin lives in the distance between what the stock costs them and what the bitcoin costs us. The stock is down 92% from peak. Investors have lost approximately $500 million. One of them posted on the shareholder subreddit that he moved his daughter's 529 into American Bitcoin at $14. It trades under $2. He said he believed in the mission. That means he believed in the name. The name performed exactly as designed. Eric's net worth went from $190 million to $280 million. Asset-light. We pledged 3,090 bitcoin as collateral against a Coinbase Prime custody loan. We have mined 1,800. The LTV ratio is inverted. If bitcoin compresses or the loan accelerates, every coin mined since inception could be forfeit by August 2027. All of it. Gone. Liquidation event. I explained this in a memo to Eric. Bullet points. Large font. He asked if the stock could go up before August. I said probably. He said that was fine. He said he'd handle it. Salesmanship. Eric told the press he launched American Bitcoin because banks were "debanking" the Trump family. I checked. JPMorgan refinanced $700 million in Trump Organization debt during the identical period. But debanking is better salesmanship than refinancing. The narrative inflates the stock price. The stock price generates the bitcoin. The bitcoin secures the loan. The loan generates cash. Every link in the chain is a product I built or a story Eric told. Asset-light. I orchestrated the celebrity endorsements. Tyler Winklevoss. Anthony Scaramucci. Grant Cardone. We call this pipeline development. Each broadcast the stock to their audiences during the run-up. The stock collapsed afterward. The celebrities did not lose money. Their audiences lost money. I never mentioned that we hemorrhage $13,000 per coin mined. I told them it was asset-light. They understood immediately. They are also asset-light. Eric cannot legally serve as a corporate officer in the state of New York. A judge barred him for two years. Civil fraud. So his title is not CEO. Not officer. Not executive. His contractual role is salesmanship. He cannot manage the company. He can sell it. One distinction. $90 million in personal net worth gained. Asset-light. Our CEO lives in the UAE. He held discussions with ADQ and TAQA, Abu Dhabi's sovereign wealth apparatus. The same sovereign apparatus that paid $500 million for 49% of World Liberty Financial, the family's other crypto operation. This is the same Abu Dhabi whose semiconductor imports the administration greenlit over national security objections. I did not design World Liberty Financial. I designed the mining subsidiary that feeds into it. Separate projects. Complementary revenue streams. Eric runs salesmanship for both. I admire the portfolio diversification. I gave Eric 20% of a company for free, a company with real miners and real facilities and real electricity bills that I built over seven years in Alberta and Texas and Ontario, and in exchange he gave me access to every American who hears "America" and "Bitcoin" in the same sentence and reaches for their brokerage app without checking whether the company mines at a profit or at a loss or at all. They drove the stock to a $13.2 billion market capitalization. We bought bitcoin with the proceeds. They lost $500 million. We kept the bitcoin. Eric kept $90 million. I kept the apparatus that manufactures both. Everybody got what they paid for. Asset-light means we carry nothing. Not the miners. Not the facilities. Not the risk. Not the losses. The investors carry those. We carry the bitcoin. Asset-light.
0:15

I am the person at Hut 8 who designed the American Bitcoin partnership. The structure is elegant. We gave the Trump family 20% of a publicly traded mining company. They contributed zero capital. Zero infrastructure. Zero employees. Zero operational experience. Zero risk exposure. They contributed a name. Per our partnership agreement, that is consideration. Twenty percent of our equity for access to the most valuable retail distribution channel in American finance. "It has to have 'America,'" Eric said in our first meeting. "And it has to have 'Bitcoin.'" He said this twice. Both times he pointed at the whiteboard. There was nothing else on the whiteboard. I realized then that he understood the product better than I did. The product is not bitcoin. The product is the belief. The entire business model. Two words and a surname. I wrote the term sheet on one page. The lawyers billed for forty. We call that alignment of incentives. Forty pages means they believed in the durability of the arrangement. We mine bitcoin at an all-in cost of approximately $90,000 per coin. Hash rate, power purchase agreements, ASIC depreciation, facility lease, headcount, Coinbase Prime interest — $90,000. Bitcoin trades at $77,000. Every coin we mine loses $13,000. Negative unit economics on every block reward. Eric tells investors we mine at $57,000. He strips out depreciation, SG&A, and the debt service. I asked him once if he understood what depreciation meant. He said it means when things go down. I said yes. He said: "But the stock goes up." I said yes. His only contractual obligation. Salesmanship. Per the partnership agreement, salesmanship is Eric's sole KPI. Technically, he is a fiduciary to shareholders. On paper, his vesting is tied to total comp benchmarks. We run the rigs. He runs the ticker. Asset-light. The company at peak reached a $13.2 billion valuation. Two employees. That is the entire headcount. One is our CEO Mike Ho, who is simultaneously Hut 8's Chief Strategy Officer. He reports to us at Hut 8 on Monday mornings and reports to American Bitcoin shareholders on Tuesday mornings. Dual-reporting structure. Very efficient. The other employee manages Eric's media calendar. $6.6 billion per headcount. We call this capital efficiency. 70% of our bitcoin did not come from mining. It came from selling stock. Retail investors purchase American Bitcoin shares at 50 times book value because the name contains "America" and "Bitcoin" and "Trump" is in the filing and they believe, with the quiet religious certainty of people who have never read a balance sheet in their lives, that a company named American Bitcoin is underwritten by something more substantial than two words and a surname. We take their cash and buy bitcoin on Coinbase at spot. Lodge it on the balance sheet. Call ourselves a mining company. We do mine. At a loss. Technically, the earnings are negative per our Q4 filing. The margin lives in the distance between what the stock costs them and what the bitcoin costs us. The stock is down 92% from peak. Investors have lost approximately $500 million. One of them posted on the shareholder subreddit that he moved his daughter's 529 into American Bitcoin at $14. It trades under $2. He said he believed in the mission. That means he believed in the name. The name performed exactly as designed. Eric's net worth went from $190 million to $280 million. Asset-light. We pledged 3,090 bitcoin as collateral against a Coinbase Prime custody loan. We have mined 1,800. The LTV ratio is inverted. If bitcoin compresses or the loan accelerates, every coin mined since inception could be forfeit by August 2027. All of it. Gone. Liquidation event. I explained this in a memo to Eric. Bullet points. Large font. He asked if the stock could go up before August. I said probably. He said that was fine. He said he'd handle it. Salesmanship. Eric told the press he launched American Bitcoin because banks were "debanking" the Trump family. I checked. JPMorgan refinanced $700 million in Trump Organization debt during the identical period. But debanking is better salesmanship than refinancing. The narrative inflates the stock price. The stock price generates the bitcoin. The bitcoin secures the loan. The loan generates cash. Every link in the chain is a product I built or a story Eric told. Asset-light. I orchestrated the celebrity endorsements. Tyler Winklevoss. Anthony Scaramucci. Grant Cardone. We call this pipeline development. Each broadcast the stock to their audiences during the run-up. The stock collapsed afterward. The celebrities did not lose money. Their audiences lost money. I never mentioned that we hemorrhage $13,000 per coin mined. I told them it was asset-light. They understood immediately. They are also asset-light. Eric cannot legally serve as a corporate officer in the state of New York. A judge barred him for two years. Civil fraud. So his title is not CEO. Not officer. Not executive. His contractual role is salesmanship. He cannot manage the company. He can sell it. One distinction. $90 million in personal net worth gained. Asset-light. Our CEO lives in the UAE. He held discussions with ADQ and TAQA, Abu Dhabi's sovereign wealth apparatus. The same sovereign apparatus that paid $500 million for 49% of World Liberty Financial, the family's other crypto operation. This is the same Abu Dhabi whose semiconductor imports the administration greenlit over national security objections. I did not design World Liberty Financial. I designed the mining subsidiary that feeds into it. Separate projects. Complementary revenue streams. Eric runs salesmanship for both. I admire the portfolio diversification. I gave Eric 20% of a company for free, a company with real miners and real facilities and real electricity bills that I built over seven years in Alberta and Texas and Ontario, and in exchange he gave me access to every American who hears "America" and "Bitcoin" in the same sentence and reaches for their brokerage app without checking whether the company mines at a profit or at a loss or at all. They drove the stock to a $13.2 billion market capitalization. We bought bitcoin with the proceeds. They lost $500 million. We kept the bitcoin. Eric kept $90 million. I kept the apparatus that manufactures both. Everybody got what they paid for. Asset-light means we carry nothing. Not the miners. Not the facilities. Not the risk. Not the losses. The investors carry those. We carry the bitcoin. Asset-light.

Peter Girnus 🦅

106,047 次观看 • 3 个月前

🚨 SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS!! The U.S. is preparing for a potential NEW MILITARY OPERATION against Iran. This is not just a rumor. Trump is expected to host a meeting on Tuesday. Another wave of escalation is unfolding, and here are the key facts as of today: Peace negotiations have almost reached a dead end. Trump just directly stated that Iran faces a very bad time if the agreement is not signed within the next few days. Tehran, in response, announced that it plans to introduce a “tariff mechanism”. For passage through the Strait of Hormuz. Which they effectively control. The world is experiencing the most severe energy crisis because of the blockade of the Strait of Hormuz. Here's what's happening and how it would affect markets: WTI crude oil has already moved close to $100 per barrel and could fly even higher at market open. Tomorrow at market open we are facing INSANE VOLATILITY. The fear index VIX is rising. The main fire will be in the oil market. If Trump throws more fuel into the fire on social media overnight. Or a new exchange of strikes begins in the strait, oil prices will explode upward. Analysts expect a spike to $140-160 per barrel. JUST IMAGINE. 160 PER BARREL. Accordingly, oil and gas sector stocks will rise, while airlines and retail will dump. The crypto market, because of 24/7 trading, always takes the first hit. $BTC has already broken below the psychological level and is trading under $80,000. If overnight there are headlines about renewed strikes: A MASSIVE CASCADE of liquidations will begin: Crypto is currently overloaded with leveraged longs. Panic selling will trigger a wave of forced closures (margin calls). Traders will begin urgently rotating into stablecoins. During moments of extreme geopolitical noise, market makers simply pull their orders from the books. Price can collapse 5-10% within minutes purely on panic until it finds real buying volume. Analysts are directly saying: The true bottom will be where abnormal volume appears during panic selling (retail capitulation). A new escalation and oil above $100 is a direct hit to the Fed’s pocket. Rising fuel prices accelerate inflation, which means investors are fully pricing in. That the Fed will not cut interest rates and may even raise them. All these factors are putting us on the edge of THE BIGGEST CRASH OF THE LAST YEARS This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...
0:15

🚨 SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS!! The U.S. is preparing for a potential NEW MILITARY OPERATION against Iran. This is not just a rumor. Trump is expected to host a meeting on Tuesday. Another wave of escalation is unfolding, and here are the key facts as of today: Peace negotiations have almost reached a dead end. Trump just directly stated that Iran faces a very bad time if the agreement is not signed within the next few days. Tehran, in response, announced that it plans to introduce a “tariff mechanism”. For passage through the Strait of Hormuz. Which they effectively control. The world is experiencing the most severe energy crisis because of the blockade of the Strait of Hormuz. Here's what's happening and how it would affect markets: WTI crude oil has already moved close to $100 per barrel and could fly even higher at market open. Tomorrow at market open we are facing INSANE VOLATILITY. The fear index VIX is rising. The main fire will be in the oil market. If Trump throws more fuel into the fire on social media overnight. Or a new exchange of strikes begins in the strait, oil prices will explode upward. Analysts expect a spike to $140-160 per barrel. JUST IMAGINE. 160 PER BARREL. Accordingly, oil and gas sector stocks will rise, while airlines and retail will dump. The crypto market, because of 24/7 trading, always takes the first hit. $BTC has already broken below the psychological level and is trading under $80,000. If overnight there are headlines about renewed strikes: A MASSIVE CASCADE of liquidations will begin: Crypto is currently overloaded with leveraged longs. Panic selling will trigger a wave of forced closures (margin calls). Traders will begin urgently rotating into stablecoins. During moments of extreme geopolitical noise, market makers simply pull their orders from the books. Price can collapse 5-10% within minutes purely on panic until it finds real buying volume. Analysts are directly saying: The true bottom will be where abnormal volume appears during panic selling (retail capitulation). A new escalation and oil above $100 is a direct hit to the Fed’s pocket. Rising fuel prices accelerate inflation, which means investors are fully pricing in. That the Fed will not cut interest rates and may even raise them. All these factors are putting us on the edge of THE BIGGEST CRASH OF THE LAST YEARS This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

225,299 次观看 • 2 个月前

In a shocking incident that has sent waves of outrage across #Karnataka, three labourers working at a brick kiln near #StarChowk in #GandhiNagar, #Vijayapura, were brutally attacked by their employer and his associates. The assailants not only carried out the attack but also filmed the horrifying act and posted it on Instagram, leaving viewers disturbed by the brutality. The victims, identified as Sadashiva Basappa Madara (27), Sadashiva Chandrappa Babaladi (38), and Umesh Malappa Madara (25), hailed from #Chikkaliki village in #Jamkhandi taluk of #Bagalkot district. They had taken an advance payment from the brick kiln owner, #KhemuRathod, and travelled home to celebrate the Sankranti festival. However, their delayed return to work enraged Rathod, who resorted to violent retaliation. The horrifying incident occurred at a brick kiln on #SindagiRoad, owned by Khemu Rathod. Rathod, along with his son and 15 other individuals, confined the three workers to a room for three days. The attackers reportedly beat the workers with pipes, assaulting them every 15 minutes. Despite the workers pleading for mercy, the brutality continued unabated. The video of the attack, which has gone viral on social media, shows the victims begging for the beating to stop while the assailants carried on mercilessly. The graphic nature of the footage has sparked outrage, with many calling it a “demonic act.” The injured workers were eventually taken to the Vijayapura District Hospital for treatment. The incident, which falls under the jurisdiction of the Vijayapura Rural Police Station, is under investigation. Authorities are working to bring the perpetrators to justice, and further action against Rathod and his accomplices is expected soon. The viral video has drawn widespread condemnation, with people expressing outrage over the inhumane treatment of workers. Many have called for stricter measures to prevent such incidents and ensure the safety of labourers. In a separate case, a youth from West Bengal was assaulted in Bengaluru over a dispute involving cigarettes. Rajesh Das, a delivery boy working in the #Doddanekundi area, was attacked by a group of youths, including two minors. The altercation reportedly started when Das asked for a cigarette from one of the accused, Adarsh Adesh, who responded with abuse. The situation escalated, and the group, including Chandra Shekhar and Pawan, brutally beat Das using sticks and a helmet. The assault was also captured on video and shared online. Police have arrested three of the accused, while two minors remain at large.
0:17

In a shocking incident that has sent waves of outrage across #Karnataka, three labourers working at a brick kiln near #StarChowk in #GandhiNagar, #Vijayapura, were brutally attacked by their employer and his associates. The assailants not only carried out the attack but also filmed the horrifying act and posted it on Instagram, leaving viewers disturbed by the brutality. The victims, identified as Sadashiva Basappa Madara (27), Sadashiva Chandrappa Babaladi (38), and Umesh Malappa Madara (25), hailed from #Chikkaliki village in #Jamkhandi taluk of #Bagalkot district. They had taken an advance payment from the brick kiln owner, #KhemuRathod, and travelled home to celebrate the Sankranti festival. However, their delayed return to work enraged Rathod, who resorted to violent retaliation. The horrifying incident occurred at a brick kiln on #SindagiRoad, owned by Khemu Rathod. Rathod, along with his son and 15 other individuals, confined the three workers to a room for three days. The attackers reportedly beat the workers with pipes, assaulting them every 15 minutes. Despite the workers pleading for mercy, the brutality continued unabated. The video of the attack, which has gone viral on social media, shows the victims begging for the beating to stop while the assailants carried on mercilessly. The graphic nature of the footage has sparked outrage, with many calling it a “demonic act.” The injured workers were eventually taken to the Vijayapura District Hospital for treatment. The incident, which falls under the jurisdiction of the Vijayapura Rural Police Station, is under investigation. Authorities are working to bring the perpetrators to justice, and further action against Rathod and his accomplices is expected soon. The viral video has drawn widespread condemnation, with people expressing outrage over the inhumane treatment of workers. Many have called for stricter measures to prevent such incidents and ensure the safety of labourers. In a separate case, a youth from West Bengal was assaulted in Bengaluru over a dispute involving cigarettes. Rajesh Das, a delivery boy working in the #Doddanekundi area, was attacked by a group of youths, including two minors. The altercation reportedly started when Das asked for a cigarette from one of the accused, Adarsh Adesh, who responded with abuse. The situation escalated, and the group, including Chandra Shekhar and Pawan, brutally beat Das using sticks and a helmet. The assault was also captured on video and shared online. Police have arrested three of the accused, while two minors remain at large.

Hate Detector 🔍

20,826 次观看 • 1 年前

Donald Trump just claimed again that the US donated 350 Billion dollars to Ukraine. You are being lied to by your sitting President on the United States of America. Let’s break this down with the facts rather than these random numbers Donnie is trying to sell you after finishing his nap. Independent tracking by the Kiel Institute for the World Economy estimated that between January 24, 2022 and June 30, 2025, U.S committed aid to Ukraine amounted to about $134 billion, not $350 billion….it gets better. Already a $166 Billion dollar difference than what Trump claims. Please understand committed and allocated isn’t the same as what has actually been delivered. 56% ($74.9 billion USD) of all funds “allocated not supplied” were for weapons. HOWEVER the $74.9 of weapons (Allocated and not necessarily all provided) were independently evaluated and subsequently massively overvalued by the US Government. The True cost of lethal aid was predicted to cost around $18.3 billion even by United States weapons pricing. One reason: when equipment is drawn from existing U.S. inventories “drawdown”, the official accounting often uses replacement-cost valuations, rather than the original (or depreciated) cost. To put it plainly, if you give Ukraine one air defense system, you account for the cost of a brand new air defense system to take its place not for the cost of the 45 year old system that was handed over. Many of the weapons provided to Ukraine was soon to be destroyed by the US forces or decommissioned. ALSO it’s important to take note as we all know the American arms industry massively overvalues the cost of all system due to its industry. America prices its systems at anything from 30-100% higher than the cost of European equivalents with the same capabilities. The true value of these weapons could have been anything from $5.49 billion-$18.3 Billion. Even with a significantly lower number of this, Independent analysts suggested that a large share perhaps 60% or more of the nominal military-aid dollar amount may effectively stay within U.S. defense industry…..60%! Out of aid provided $54 Billions dollars was Financial aid consisting of grants, loans, budget support. Of the US $54.0 billion in U.S. financial-aid allocations for that period, about US $19.3 billion was provided as loans, while roughly US $29.7 billion was given as grants. 🚨🚨That means approximately 39–40% of the U.S. financial aid during that time was structured as loans or other repayable/concessional financing.🚨🚨 The US $3.4 Billion in Humanitarian aid. Here is another kicker. After everything I have just said. According to United states press briefings: the U.S. had only delivered around 83% of promised ammunition, about 67% of pledged air-defence systems, and roughly 60% of committed bombs, artillery rounds, other munitions. $5.49 billion-$18.3 Billion $29.7 billion $3.4 Billion That $350 Billion is looking more like it was 38.59- 51.4 billion to me Donnie. And it’s a funny number that. An estimated $30–60 billion dollars was spent by Americans allies fighting alongside the US after 9/11. This included Ukraine. We never once complained about this loss or the lives we lost. Absolutely shameful.
0:14

Donald Trump just claimed again that the US donated 350 Billion dollars to Ukraine. You are being lied to by your sitting President on the United States of America. Let’s break this down with the facts rather than these random numbers Donnie is trying to sell you after finishing his nap. Independent tracking by the Kiel Institute for the World Economy estimated that between January 24, 2022 and June 30, 2025, U.S committed aid to Ukraine amounted to about $134 billion, not $350 billion….it gets better. Already a $166 Billion dollar difference than what Trump claims. Please understand committed and allocated isn’t the same as what has actually been delivered. 56% ($74.9 billion USD) of all funds “allocated not supplied” were for weapons. HOWEVER the $74.9 of weapons (Allocated and not necessarily all provided) were independently evaluated and subsequently massively overvalued by the US Government. The True cost of lethal aid was predicted to cost around $18.3 billion even by United States weapons pricing. One reason: when equipment is drawn from existing U.S. inventories “drawdown”, the official accounting often uses replacement-cost valuations, rather than the original (or depreciated) cost. To put it plainly, if you give Ukraine one air defense system, you account for the cost of a brand new air defense system to take its place not for the cost of the 45 year old system that was handed over. Many of the weapons provided to Ukraine was soon to be destroyed by the US forces or decommissioned. ALSO it’s important to take note as we all know the American arms industry massively overvalues the cost of all system due to its industry. America prices its systems at anything from 30-100% higher than the cost of European equivalents with the same capabilities. The true value of these weapons could have been anything from $5.49 billion-$18.3 Billion. Even with a significantly lower number of this, Independent analysts suggested that a large share perhaps 60% or more of the nominal military-aid dollar amount may effectively stay within U.S. defense industry…..60%! Out of aid provided $54 Billions dollars was Financial aid consisting of grants, loans, budget support. Of the US $54.0 billion in U.S. financial-aid allocations for that period, about US $19.3 billion was provided as loans, while roughly US $29.7 billion was given as grants. 🚨🚨That means approximately 39–40% of the U.S. financial aid during that time was structured as loans or other repayable/concessional financing.🚨🚨 The US $3.4 Billion in Humanitarian aid. Here is another kicker. After everything I have just said. According to United states press briefings: the U.S. had only delivered around 83% of promised ammunition, about 67% of pledged air-defence systems, and roughly 60% of committed bombs, artillery rounds, other munitions. $5.49 billion-$18.3 Billion $29.7 billion $3.4 Billion That $350 Billion is looking more like it was 38.59- 51.4 billion to me Donnie. And it’s a funny number that. An estimated $30–60 billion dollars was spent by Americans allies fighting alongside the US after 9/11. This included Ukraine. We never once complained about this loss or the lives we lost. Absolutely shameful.

Bricktop_NAFO

106,500 次观看 • 8 个月前