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🚨 Imagine if FTX never blew up at the top, crypto would look completely different right now. Ex-FTX CEO Patrick Gruhn (now running UpsideOnly) says his old platform would’ve smoked Binance thanks to tokenized stocks and insane prediction markets. Instead, we’re stuck watching offshore perps and pre-IPO gambling on...

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Mario Nawfal

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58,460 görüntüleme • 4 ay önce •via X (Twitter)

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🚨 The reason your friends look like crypto geniuses is because human psychology forces them to completely filter out their catastrophic losses. Patrick Gruhn, Fmr CEO of FTX, heading a new AI trading platform UpsideOnly, notes that severe FOMO drives people to believe everyone else is striking it rich in gold or tokens. To fix this distortion, Gruhn is leveraging individual niche expertise and scaling it with institutional capital so users can finally make real money without trading their own $10,000 accounts. UpsideOnly
2:36

🚨 The reason your friends look like crypto geniuses is because human psychology forces them to completely filter out their catastrophic losses. Patrick Gruhn, Fmr CEO of FTX, heading a new AI trading platform UpsideOnly, notes that severe FOMO drives people to believe everyone else is striking it rich in gold or tokens. To fix this distortion, Gruhn is leveraging individual niche expertise and scaling it with institutional capital so users can finally make real money without trading their own $10,000 accounts. UpsideOnly

Mario Nawfal

80,091 görüntüleme • 4 ay önce

INTERVIEW: Patrick Gruhn was the CEO of FTX Europe. He sold his company to FTX for $400 million before it collapsed, watched it implode, then bought it back for $30 million. Now he's built something that might be the most interesting idea in trading right now. His company UpsideOnly flips the model. You trade with their money, lose nothing if you're wrong, split the profits 50/50 if you're right. He also gets into why 95% of traders lose, why even AI falls for the same behavioral traps humans do, and what FTX could have been if SBF hadn't gotten greedy. His take: it wasn't outright fraud from day one, it was embezzlement, the same thing banks do legally, except FTX wasn't a bank. Full interview below. Patrick Gruhn Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any decisions 01:43 - FTX would probably be bigger than Binance today if Sam Bankman-Fried hadn’t destroyed the company. 03:01 - The new wave of pre-IPO perpetual futures on companies like SpaceX is basically gambling on steroids. 04:19 - Trading platforms sell desperate people the dream of escaping financial pressure overnight. 04:59 - Why retail traders are structurally doomed against market makers and professional liquidity providers. 06:41 - Traders lock in tiny wins but refuse to accept losses until they get wiped out. 09:13 - Trading algorithms are specifically built to exploit human emotional weaknesses. 14:26 - Upside Only trained AI on more than 22 billion trades. 18:38 - The core twist behind Upside Only: users never risk their own money, the company absorbs all losses and only shares profits. 19:58 - Humans are actually much better at identifying entry points than exit points, which is where AI takes over. 20:45 - Leveraged traders often become worse over time because losses psychologically destroy their discipline. 27:05 - Old users eventually go bankrupt and need to be replaced by new victims. 28:54 - Retail traders cannot beat markets unless they have insider information. 31:59 - Suicides, addiction and financial ruin caused by predatory trading platforms and influencers. 35:30 - Casinos actually give people far better odds than crypto leverage trading platforms. 45:40 - FTX would still dominate the industry today if customer funds had never been touched.
50:41

INTERVIEW: Patrick Gruhn was the CEO of FTX Europe. He sold his company to FTX for $400 million before it collapsed, watched it implode, then bought it back for $30 million. Now he's built something that might be the most interesting idea in trading right now. His company UpsideOnly flips the model. You trade with their money, lose nothing if you're wrong, split the profits 50/50 if you're right. He also gets into why 95% of traders lose, why even AI falls for the same behavioral traps humans do, and what FTX could have been if SBF hadn't gotten greedy. His take: it wasn't outright fraud from day one, it was embezzlement, the same thing banks do legally, except FTX wasn't a bank. Full interview below. Patrick Gruhn Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any decisions 01:43 - FTX would probably be bigger than Binance today if Sam Bankman-Fried hadn’t destroyed the company. 03:01 - The new wave of pre-IPO perpetual futures on companies like SpaceX is basically gambling on steroids. 04:19 - Trading platforms sell desperate people the dream of escaping financial pressure overnight. 04:59 - Why retail traders are structurally doomed against market makers and professional liquidity providers. 06:41 - Traders lock in tiny wins but refuse to accept losses until they get wiped out. 09:13 - Trading algorithms are specifically built to exploit human emotional weaknesses. 14:26 - Upside Only trained AI on more than 22 billion trades. 18:38 - The core twist behind Upside Only: users never risk their own money, the company absorbs all losses and only shares profits. 19:58 - Humans are actually much better at identifying entry points than exit points, which is where AI takes over. 20:45 - Leveraged traders often become worse over time because losses psychologically destroy their discipline. 27:05 - Old users eventually go bankrupt and need to be replaced by new victims. 28:54 - Retail traders cannot beat markets unless they have insider information. 31:59 - Suicides, addiction and financial ruin caused by predatory trading platforms and influencers. 35:30 - Casinos actually give people far better odds than crypto leverage trading platforms. 45:40 - FTX would still dominate the industry today if customer funds had never been touched.

Mario Nawfal

465,851 görüntüleme • 4 ay önce

Threadguy explains why every public company CEO in the world is about to play the stock meme game "Every public company CEO is a security salesman, their only job is to make the stock price go up. And whenever there's a cool new thing that makes stocks go up, everybody rushes to do it. The AMC CEO gets in this back and forth with Vlad over tokenized stocks, it rips volume on-chain which rips volume into the stock, and now AMC is up in the pre-market." "Every public CEO in the world is looking at this right now thinking what would happen if I played around with this RWA stuff on Robinhood chain, would it make my stock go up? And if the answer is yes for even one person, what do you think they're going to do?"
0:51

Threadguy explains why every public company CEO in the world is about to play the stock meme game "Every public company CEO is a security salesman, their only job is to make the stock price go up. And whenever there's a cool new thing that makes stocks go up, everybody rushes to do it. The AMC CEO gets in this back and forth with Vlad over tokenized stocks, it rips volume on-chain which rips volume into the stock, and now AMC is up in the pre-market." "Every public CEO in the world is looking at this right now thinking what would happen if I played around with this RWA stuff on Robinhood chain, would it make my stock go up? And if the answer is yes for even one person, what do you think they're going to do?"

Kai

22,973 görüntüleme • 19 gün önce

Crypto didn't need CLARITY Act to go parabolic in 2017. It didn't need it in 2020-21 either. Six days until the Senate vote on CLARITY, and Senator Rounds says passage "does not look good right now." Bessent is pushing senators to stay at the table. Lummis is calling for the bill to advance. And somebody put a million dollars on prediction markets betting it fails. So if it stalls, what am I doing with my crypto? Nothing. My thesis was never "Congress passes a bill, altcoins go up." Again, crypto didn't need CLARITY in 2017. Didn't need it in 2020-21. It's the business cycle and liquidity I'm watching. If those roll over, I change my mind. A failed vote alone doesn't do it.
7:45

Crypto didn't need CLARITY Act to go parabolic in 2017. It didn't need it in 2020-21 either. Six days until the Senate vote on CLARITY, and Senator Rounds says passage "does not look good right now." Bessent is pushing senators to stay at the table. Lummis is calling for the bill to advance. And somebody put a million dollars on prediction markets betting it fails. So if it stalls, what am I doing with my crypto? Nothing. My thesis was never "Congress passes a bill, altcoins go up." Again, crypto didn't need CLARITY in 2017. Didn't need it in 2020-21. It's the business cycle and liquidity I'm watching. If those roll over, I change my mind. A failed vote alone doesn't do it.

Dan Gambardello

46,358 görüntüleme • 13 gün önce

I spoke with Dio Casares (Diogenes) of Patagon Markets about why Anthropic and OpenAI voided secondary shares before their IPOs — and why, structurally, pre-IPO perps sidestep almost all of those problems. It’s an inside look at why pre-IPO perps avoid the legal hot potato aspect of pre-IPO trading activity. 🎧 Timestamps: 🚀 00:45 Why are we seeing so much pre-IPO activity bubble up right now 🗂️ 02:45 The types of market activity that are happening pre-IPO and why they’re happening 💙 6:04 Coinbase: Get 20% off the first year of your Coinbase One annual plan at ⛓️ 07:52 The kinds of problems that buyers and sellers of pre-IPO shares are trying to solve by going onchain ⚖️ 11:15 How unicorns have wanted to be private but have their shares 📊 13:19 Why people aren’t just waiting till pre-IPO share perps go live to get exposure 🃏 15:30 The problems can arise in second- and third-layer SPV situations 🏦 18:19 Where the Robinhood tokenized-share model fits in all this 🏛️ 19:59 Where the FTX bankruptcy Anthropic block falls 🗺️ 21:55 The spectrum of players — from offchain to onchain, from shadier to more legitimate 🤺 24:30 Why more of this activity is happening on Solana than Ethereum 🤝 25:23 What Patagon does in the secondaries market 🔭 29:27 How Dio expects the onchain private market space to evolve
33:34

I spoke with Dio Casares (Diogenes) of Patagon Markets about why Anthropic and OpenAI voided secondary shares before their IPOs — and why, structurally, pre-IPO perps sidestep almost all of those problems. It’s an inside look at why pre-IPO perps avoid the legal hot potato aspect of pre-IPO trading activity. 🎧 Timestamps: 🚀 00:45 Why are we seeing so much pre-IPO activity bubble up right now 🗂️ 02:45 The types of market activity that are happening pre-IPO and why they’re happening 💙 6:04 Coinbase: Get 20% off the first year of your Coinbase One annual plan at ⛓️ 07:52 The kinds of problems that buyers and sellers of pre-IPO shares are trying to solve by going onchain ⚖️ 11:15 How unicorns have wanted to be private but have their shares 📊 13:19 Why people aren’t just waiting till pre-IPO share perps go live to get exposure 🃏 15:30 The problems can arise in second- and third-layer SPV situations 🏦 18:19 Where the Robinhood tokenized-share model fits in all this 🏛️ 19:59 Where the FTX bankruptcy Anthropic block falls 🗺️ 21:55 The spectrum of players — from offchain to onchain, from shadier to more legitimate 🤺 24:30 Why more of this activity is happening on Solana than Ethereum 🤝 25:23 What Patagon does in the secondaries market 🔭 29:27 How Dio expects the onchain private market space to evolve

Laura Shin

64,551 görüntüleme • 4 ay önce

🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY Everyone thought the biggest risk was SpaceX IPO day. Wrong. And if you think SpaceX is going higher, you are completely wrong. SpaceX’s IPO launched at $135. Now it’s trading around $230. That is almost +70% from the IPO price in days. And now the real problem begins. At $230, SpaceX is being valued at almost $3.1 trillion. On only $18.7 billion in annual revenue. That is almost 200x sales. After the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more SpaceX, they need cash. And to get cash, they sell what they already own. Stocks. Crypto. AI names. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at almost 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who did NOT get enough allocation is heavily buying shares: - LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated. And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:29

🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY Everyone thought the biggest risk was SpaceX IPO day. Wrong. And if you think SpaceX is going higher, you are completely wrong. SpaceX’s IPO launched at $135. Now it’s trading around $230. That is almost +70% from the IPO price in days. And now the real problem begins. At $230, SpaceX is being valued at almost $3.1 trillion. On only $18.7 billion in annual revenue. That is almost 200x sales. After the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more SpaceX, they need cash. And to get cash, they sell what they already own. Stocks. Crypto. AI names. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at almost 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who did NOT get enough allocation is heavily buying shares: - LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated. And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

562,473 görüntüleme • 3 ay önce

🚨ETHEREUM IS ABOUT TO BREAK THE CYCLE Look at every major Ethereum phase: downtrend -> compression -> breakout -> expansion This structure repeats every cycle In 2017 we saw the breakout that led into a full parabolic move In 2020 the exact same structure printed again, followed by a massive expansion Now look at 2026 We’ve just printed a fake breakdown, followed by a reclaim, and price is starting to form a higher low Exactly the kind of sequence that kicked off previous rallies Right now sentiment says ETH is weak, but the structure is telling a completely different story If this continues to play out the same way, the next phase will turn into a vertical expansion I've been watching the markets for 10+ years Turn on notifs and subscribe – I'll keep you updated
0:45

🚨ETHEREUM IS ABOUT TO BREAK THE CYCLE Look at every major Ethereum phase: downtrend -> compression -> breakout -> expansion This structure repeats every cycle In 2017 we saw the breakout that led into a full parabolic move In 2020 the exact same structure printed again, followed by a massive expansion Now look at 2026 We’ve just printed a fake breakdown, followed by a reclaim, and price is starting to form a higher low Exactly the kind of sequence that kicked off previous rallies Right now sentiment says ETH is weak, but the structure is telling a completely different story If this continues to play out the same way, the next phase will turn into a vertical expansion I've been watching the markets for 10+ years Turn on notifs and subscribe – I'll keep you updated

BLADE

17,848 görüntüleme • 4 ay önce

🚨 Rumors are swirling that Wintermute, one of crypto’s largest market makers, is preparing to sue Binance over losses from the October 10 crash and could be the reason for today’s Bitcoin price action. The flash crash wiped out $600B in crypto value in 30 minutes, triggering 1.7M forced liquidations and marking the largest single-day liquidation event in crypto history. Wintermute’s CEO Evgeny Gaevoy says the firm was Auto-DeLeveraged (ADL’d) at “completely ridiculous prices” on Binance and other exchanges, and is now evaluating legal options. Binance has acknowledged system overloads and massive ADL triggers, but denied any internal errors or preferential treatment. It spent $188M from its insurance fund and refunded $283M for oracle depegs, excluding ADL losses. Wintermute’s tracked wallets dropped from $637M to $572M (–12%) after the crash. Video below of Wintermute CEO Evgeny Gaevoy on how they got ADL’d on Binance and his prediction of lawsuits and challenges from trading firms.
1:32

🚨 Rumors are swirling that Wintermute, one of crypto’s largest market makers, is preparing to sue Binance over losses from the October 10 crash and could be the reason for today’s Bitcoin price action. The flash crash wiped out $600B in crypto value in 30 minutes, triggering 1.7M forced liquidations and marking the largest single-day liquidation event in crypto history. Wintermute’s CEO Evgeny Gaevoy says the firm was Auto-DeLeveraged (ADL’d) at “completely ridiculous prices” on Binance and other exchanges, and is now evaluating legal options. Binance has acknowledged system overloads and massive ADL triggers, but denied any internal errors or preferential treatment. It spent $188M from its insurance fund and refunded $283M for oracle depegs, excluding ADL losses. Wintermute’s tracked wallets dropped from $637M to $572M (–12%) after the crash. Video below of Wintermute CEO Evgeny Gaevoy on how they got ADL’d on Binance and his prediction of lawsuits and challenges from trading firms.

Bitcoin News

342,913 görüntüleme • 10 ay önce

CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"
31:57

CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"

CoinDesk

16,529 görüntüleme • 4 ay önce

Everyone is watching the Fed. Watch Hong Kong instead. The Hang Seng isn't just a stock index. It's a eurodollar signal. When dollar funding is calm, money flows into China and parks in Hong Kong stocks while it waits to deploy. Index rallies. That's the inflationary read. When the system turns risk averse, that money pulls out. Index falls. That's the deflationary read. Now look at what's lined up since last October: Bitcoin down, BlackRock down, Hang Seng down. Same signal, three different markets, nine months running. That's not a coincidence. That's a global credit cycle shifting underneath everyone's feet.
2:29

Everyone is watching the Fed. Watch Hong Kong instead. The Hang Seng isn't just a stock index. It's a eurodollar signal. When dollar funding is calm, money flows into China and parks in Hong Kong stocks while it waits to deploy. Index rallies. That's the inflationary read. When the system turns risk averse, that money pulls out. Index falls. That's the deflationary read. Now look at what's lined up since last October: Bitcoin down, BlackRock down, Hang Seng down. Same signal, three different markets, nine months running. That's not a coincidence. That's a global credit cycle shifting underneath everyone's feet.

Jeffrey P. Snider

15,988 görüntüleme • 2 ay önce

🚨YOU'RE ABOUT TO MAKE THE SAME MISTAKE YOU DID IN 2018 - 2022 Bitcoin topped. $126K right on schedule. And the pattern that's called every cycle for a decade says what comes next isn't pretty... If you ACTUALLY don't want to fumble 2026 cycle bottom, you better look at the receipts. Every cycle: violent top → brutal drawdown → bottom on the same rising line → new all-time high. Never skipped. Not once. 2018 → $19K top → −84% 2022 → $69K top → −77% 2026 → $126K top → we're in the drawdown right now Here's the part that separates the people who make it from the people who cope: The bottom isn't here yet. The same pattern that nailed the last two tops points the next real bottom to ~2027 - lower than where we are now. That's not the scary part - that's the opportunity most of you will fumble. Coz people also have patterns just like bitcoin lol: Panic-sell the bottom → call crypto dead → watch it run to a new high without them The Clarity Act passing is the fundamental tailwind stacking under all of this. The setup is lining up on every level. I called every top and bottom in the last 7 years I'M NOT planning to miss THIS cycle. If you want to know my exact next moves - follow me and turn ur notifs on. NFA
0:34

🚨YOU'RE ABOUT TO MAKE THE SAME MISTAKE YOU DID IN 2018 - 2022 Bitcoin topped. $126K right on schedule. And the pattern that's called every cycle for a decade says what comes next isn't pretty... If you ACTUALLY don't want to fumble 2026 cycle bottom, you better look at the receipts. Every cycle: violent top → brutal drawdown → bottom on the same rising line → new all-time high. Never skipped. Not once. 2018 → $19K top → −84% 2022 → $69K top → −77% 2026 → $126K top → we're in the drawdown right now Here's the part that separates the people who make it from the people who cope: The bottom isn't here yet. The same pattern that nailed the last two tops points the next real bottom to ~2027 - lower than where we are now. That's not the scary part - that's the opportunity most of you will fumble. Coz people also have patterns just like bitcoin lol: Panic-sell the bottom → call crypto dead → watch it run to a new high without them The Clarity Act passing is the fundamental tailwind stacking under all of this. The setup is lining up on every level. I called every top and bottom in the last 7 years I'M NOT planning to miss THIS cycle. If you want to know my exact next moves - follow me and turn ur notifs on. NFA

Frogify

59,602 görüntüleme • 2 ay önce

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.
0:20

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

21,376 görüntüleme • 3 ay önce

🚨SEC OFFICIALLY GREENLIT TOKENIZED U.S. STOCK TRADING🚨 $XRP, $XLM and $HBAR have been building toward this moment for years. I went through the actual SEC order, and one detail changes how I look at all three. The SEC’s new five-year Innovation Exemption allows qualifying Tokenized Securities Venues to trade real tokenized U.S. stocks through permissioned AMMs and liquidity pools on public blockchains. These tokenized shares must preserve the rights of the underlying stock. But here is the part that matters for crypto. A tokenized U.S. stock can be paired with a non-security crypto asset. And the SEC specifically says the exemption does not limit which type of non-security crypto asset a venue can choose. Now go back six months. The SEC’s March interpretation explicitly listed: XRP XLM HBAR as examples of digital commodities. Read those two developments together. For the first time, I can look at a federal framework where a real tokenized U.S. stock and assets like XRP, XLM or HBAR can potentially exist on opposite sides of the same regulated onchain market. Think: Tokenized stock / XRP Tokenized stock / XLM Tokenized stock / HBAR The real opportunity is not a few network fees. It is liquidity. If a professional market maker supports one of those pools, it needs inventory of the paired asset. That is a completely different type of demand. And these three ecosystems have not been sitting around waiting for tokenization to arrive. Ripple and Aviva Investors are already exploring traditional fund tokenization on XRPL. XRPL has native trading infrastructure, AMMs, credentials, permissioning and tokenization tools. Stellar already hosts roughly $4B in tokenized assets, and DTCC/DTC plans to connect its tokenization service to Stellar, with Russell 1000 stocks, major ETFs and U.S. Treasuries among the asset classes being evaluated. Then Hedera already has Archax, with 100+ tokenized assets and $300M+ in value across names including Aberdeen, State Street, Fidelity International, Legal & General and BlackRock-related fund exposure. Lloyds Banking Group has already used tokenized assets on Hedera as collateral for FX activity. That is why this SEC move feels different to me. These networks spent years building the rails. Now U.S. regulation is starting to create an actual market structure where stocks can move onchain and non-security crypto assets can sit directly beside them as liquidity pairs. That is a much bigger story than “tokenization is bullish.” This is traditional securities liquidity and crypto liquidity beginning to meet. $XRP, $XLM and $HBAR are already standing at that intersection. Which digital commodity gets chosen for the first REAL tokenized-stock liquidity pair?
1:25

🚨SEC OFFICIALLY GREENLIT TOKENIZED U.S. STOCK TRADING🚨 $XRP, $XLM and $HBAR have been building toward this moment for years. I went through the actual SEC order, and one detail changes how I look at all three. The SEC’s new five-year Innovation Exemption allows qualifying Tokenized Securities Venues to trade real tokenized U.S. stocks through permissioned AMMs and liquidity pools on public blockchains. These tokenized shares must preserve the rights of the underlying stock. But here is the part that matters for crypto. A tokenized U.S. stock can be paired with a non-security crypto asset. And the SEC specifically says the exemption does not limit which type of non-security crypto asset a venue can choose. Now go back six months. The SEC’s March interpretation explicitly listed: XRP XLM HBAR as examples of digital commodities. Read those two developments together. For the first time, I can look at a federal framework where a real tokenized U.S. stock and assets like XRP, XLM or HBAR can potentially exist on opposite sides of the same regulated onchain market. Think: Tokenized stock / XRP Tokenized stock / XLM Tokenized stock / HBAR The real opportunity is not a few network fees. It is liquidity. If a professional market maker supports one of those pools, it needs inventory of the paired asset. That is a completely different type of demand. And these three ecosystems have not been sitting around waiting for tokenization to arrive. Ripple and Aviva Investors are already exploring traditional fund tokenization on XRPL. XRPL has native trading infrastructure, AMMs, credentials, permissioning and tokenization tools. Stellar already hosts roughly $4B in tokenized assets, and DTCC/DTC plans to connect its tokenization service to Stellar, with Russell 1000 stocks, major ETFs and U.S. Treasuries among the asset classes being evaluated. Then Hedera already has Archax, with 100+ tokenized assets and $300M+ in value across names including Aberdeen, State Street, Fidelity International, Legal & General and BlackRock-related fund exposure. Lloyds Banking Group has already used tokenized assets on Hedera as collateral for FX activity. That is why this SEC move feels different to me. These networks spent years building the rails. Now U.S. regulation is starting to create an actual market structure where stocks can move onchain and non-security crypto assets can sit directly beside them as liquidity pairs. That is a much bigger story than “tokenization is bullish.” This is traditional securities liquidity and crypto liquidity beginning to meet. $XRP, $XLM and $HBAR are already standing at that intersection. Which digital commodity gets chosen for the first REAL tokenized-stock liquidity pair?

X Finance Bull

76,769 görüntüleme • 4 gün önce

SCARAMUCCI & NOVOGRATZ: 2026 IS ABOUT HEALING, NOT HYPE Anthony Scaramucci admitted what a lot of people won’t. He thought 2025 would be the breakout year for #Bitcoin. Regulatory tailwinds, sentiment shift, $150K -- and instead we’re sitting near $88K with sentiment clearly negative. Mike Novogratz didn’t sugarcoat it. He said sentiment is bad, and the market didn’t do what it was “supposed” to do this year. Because of that, he thinks there’s still healing left and more sideways action until $BTC starts behaving again. But he was very clear on one thing: he’s not worried that Bitcoin already saw its all-time high. There’s too much behind it now -- capital, belief, infrastructure. That doesn’t just disappear. What stood out most was where his optimism actually is. Not price, but infrastructure. He said globally, especially outside the U.S., there’s huge momentum around building neobanks that combine crypto, tokenized stocks, and prediction markets into one platform. That build-out isn’t slowing down at all. His analogy was simple. After the internet bubble burst, the biggest growth years came from quietly building the pipes. He thinks crypto is in that phase now. 🔥
2:44

SCARAMUCCI & NOVOGRATZ: 2026 IS ABOUT HEALING, NOT HYPE Anthony Scaramucci admitted what a lot of people won’t. He thought 2025 would be the breakout year for #Bitcoin. Regulatory tailwinds, sentiment shift, $150K -- and instead we’re sitting near $88K with sentiment clearly negative. Mike Novogratz didn’t sugarcoat it. He said sentiment is bad, and the market didn’t do what it was “supposed” to do this year. Because of that, he thinks there’s still healing left and more sideways action until $BTC starts behaving again. But he was very clear on one thing: he’s not worried that Bitcoin already saw its all-time high. There’s too much behind it now -- capital, belief, infrastructure. That doesn’t just disappear. What stood out most was where his optimism actually is. Not price, but infrastructure. He said globally, especially outside the U.S., there’s huge momentum around building neobanks that combine crypto, tokenized stocks, and prediction markets into one platform. That build-out isn’t slowing down at all. His analogy was simple. After the internet bubble burst, the biggest growth years came from quietly building the pipes. He thinks crypto is in that phase now. 🔥

CryptosRus

81,017 görüntüleme • 9 ay önce

🚨 EVERY CYCLE KILLS ONE EXCHANGE. THIS ONE JUST DIED. BitMEX is shutting down after 11 years. And almost nobody understands what that means for Bitcoin. Mt. Gox died in 2014. BTC bottomed at $152, then ran to $19,800. +12,800%. BitGrail collapsed in 2018. BTC bottomed at $3,122, then ran to $69,000. +2,100%. FTX blew up in 2022. BTC bottomed at $15,768, then ran to $126,162. +700%. Now BitMEX is next. The exchange that invented the 100x perpetual swap closes September 23. That is not just another headline. That is a cycle marker. Crypto always looks weakest right before it turns. One exchange dies. Leverage gets cleaned out. Retail calls the market dead. Then Bitcoin starts the next expansion. Every time. The market is not at the bottom today. It is at the stage that comes right before it. The crowd will read this as one more bearish headline. I read it as the last piece lining up. Reminder: I called the $16K Bitcoin bottom and the $126K top. When I start buying again, I will post it publicly. Turn notifications on before the next cycle becomes obvious. Most people will follow too late.
0:26

🚨 EVERY CYCLE KILLS ONE EXCHANGE. THIS ONE JUST DIED. BitMEX is shutting down after 11 years. And almost nobody understands what that means for Bitcoin. Mt. Gox died in 2014. BTC bottomed at $152, then ran to $19,800. +12,800%. BitGrail collapsed in 2018. BTC bottomed at $3,122, then ran to $69,000. +2,100%. FTX blew up in 2022. BTC bottomed at $15,768, then ran to $126,162. +700%. Now BitMEX is next. The exchange that invented the 100x perpetual swap closes September 23. That is not just another headline. That is a cycle marker. Crypto always looks weakest right before it turns. One exchange dies. Leverage gets cleaned out. Retail calls the market dead. Then Bitcoin starts the next expansion. Every time. The market is not at the bottom today. It is at the stage that comes right before it. The crowd will read this as one more bearish headline. I read it as the last piece lining up. Reminder: I called the $16K Bitcoin bottom and the $126K top. When I start buying again, I will post it publicly. Turn notifications on before the next cycle becomes obvious. Most people will follow too late.

Nonzee

29,229 görüntüleme • 2 ay önce

🚨 WARNING: FRIDAY COULD BE THE WORST DAY OF 2026!! Everyone said the biggest risk was SpaceX IPO day. But they were just chasing engagement/follows. Think SpaceX keeps going higher from here? Wrong. Hear me out. SpaceX IPO launched at $135. Now it's trading around $230. That's nearly a +70% jump from the launch price in just a few days. And that's where the real problem begins. At $230, SpaceX is valued at almost $3.1 TRILLION. With just $18.7 BILLION in annual revenue. That's nearly 200 times sales. After the IPO, everyone finally sees the same thing: Demand for SpaceX is brutal. Retail wants more. Funds want more. Institutions want more. But money doesn't come out of thin air. To buy more SpaceX, they need liquidity. And to get liquidity, they sell what they already hold. Stocks. Crypto. AI securities. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at nearly 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who didn't get enough allocation is buying shares en masse: → MILD HIT: people sell small positions, stocks drop first, crypto follows, and then markets try to stabilize. → HARSH Scenario: funds raise liquidity post-IPO, high-beta tech crashes, Bitcoin loses support, and retail gets trapped. → WORST CASE: everyone rushes to buy at once, stocks tank hard, crypto takes the hit first, and people end up liquidated. And now one of the most hyped IPOs in history is still sucking up even more money at one of the most absurd valuations ever seen. It will drag the entire S&P 500 into the abyss. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:36

🚨 WARNING: FRIDAY COULD BE THE WORST DAY OF 2026!! Everyone said the biggest risk was SpaceX IPO day. But they were just chasing engagement/follows. Think SpaceX keeps going higher from here? Wrong. Hear me out. SpaceX IPO launched at $135. Now it's trading around $230. That's nearly a +70% jump from the launch price in just a few days. And that's where the real problem begins. At $230, SpaceX is valued at almost $3.1 TRILLION. With just $18.7 BILLION in annual revenue. That's nearly 200 times sales. After the IPO, everyone finally sees the same thing: Demand for SpaceX is brutal. Retail wants more. Funds want more. Institutions want more. But money doesn't come out of thin air. To buy more SpaceX, they need liquidity. And to get liquidity, they sell what they already hold. Stocks. Crypto. AI securities. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at nearly 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who didn't get enough allocation is buying shares en masse: → MILD HIT: people sell small positions, stocks drop first, crypto follows, and then markets try to stabilize. → HARSH Scenario: funds raise liquidity post-IPO, high-beta tech crashes, Bitcoin loses support, and retail gets trapped. → WORST CASE: everyone rushes to buy at once, stocks tank hard, crypto takes the hit first, and people end up liquidated. And now one of the most hyped IPOs in history is still sucking up even more money at one of the most absurd valuations ever seen. It will drag the entire S&P 500 into the abyss. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

51,545 görüntüleme • 3 ay önce

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month
23:01

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Anthony Scaramucci

250,020 görüntüleme • 2 ay önce

Ansem breaks down the exact portfolio makeup to hit a 100x without nuking your account. [2024 Throwback] If the crypto space marks up 5x and you gambled your entire bag on 100k market cap coins, you will have absolutely nothing to show for it. That is why so many people are angry right now. The best strategy for anyone new is a 70/30 split. Put 70% in safe plays you do not touch, like Solana, Bitcoin, Ethereum, or Coinbase stock. The other 30% is where you can be as degen as you want. Memecoins are the obvious speculative play, but the real alpha is hidden elsewhere. Right now, literally all the attention is on memes. Crypto investors run completely on momentum, pivot super quickly, and rarely do their own research. Because of this, there is massive opportunity in finding altcoins that are down from their highs or completely new this cycle with zero attention. If you do the fundamental research and take the trade before the crowd pivots, you win. It is exactly what happened with Solana post-FTX when everyone thought it was dead. Find the play before the momentum hits.
2:02

Ansem breaks down the exact portfolio makeup to hit a 100x without nuking your account. [2024 Throwback] If the crypto space marks up 5x and you gambled your entire bag on 100k market cap coins, you will have absolutely nothing to show for it. That is why so many people are angry right now. The best strategy for anyone new is a 70/30 split. Put 70% in safe plays you do not touch, like Solana, Bitcoin, Ethereum, or Coinbase stock. The other 30% is where you can be as degen as you want. Memecoins are the obvious speculative play, but the real alpha is hidden elsewhere. Right now, literally all the attention is on memes. Crypto investors run completely on momentum, pivot super quickly, and rarely do their own research. Because of this, there is massive opportunity in finding altcoins that are down from their highs or completely new this cycle with zero attention. If you do the fundamental research and take the trade before the crowd pivots, you win. It is exactly what happened with Solana post-FTX when everyone thought it was dead. Find the play before the momentum hits.

Umar

268,560 görüntüleme • 2 ay önce

. mert predicts Solana quietly becomes the biggest economy while everyone's watching candles instead of the ecosystem "I do see a very viable path in which Solana makes up another very gradual but very consistent run as it keeps releasing things like on-chain prediction markets, unchained perps, on-chain trading, more assets listed, and privacy for institutions and payment providers. Wallets keep improving, borrow and lend, RWA issuance, all these things keep budging up" "There is a moment where you look at it a year from now and you're like, oh shit, that's interesting. I was only focusing on the candles on Trading View and I missed that it is now undoubtedly the biggest economy" "There are so many teams globally building on it that even if 90% of them fail, you just need 10% to succeed wildly. You just need one Pump.fun, one Axiom, one Jupiter, and I'm sure there'll be many" Podcast out this week! Helius
2:37

. mert predicts Solana quietly becomes the biggest economy while everyone's watching candles instead of the ecosystem "I do see a very viable path in which Solana makes up another very gradual but very consistent run as it keeps releasing things like on-chain prediction markets, unchained perps, on-chain trading, more assets listed, and privacy for institutions and payment providers. Wallets keep improving, borrow and lend, RWA issuance, all these things keep budging up" "There is a moment where you look at it a year from now and you're like, oh shit, that's interesting. I was only focusing on the candles on Trading View and I missed that it is now undoubtedly the biggest economy" "There are so many teams globally building on it that even if 90% of them fail, you just need 10% to succeed wildly. You just need one Pump.fun, one Axiom, one Jupiter, and I'm sure there'll be many" Podcast out this week! Helius

MR SHIFT 🦁

27,618 görüntüleme • 2 ay önce