Loading video...

Video Failed to Load

Go Home

Nobody is doing the math on why Solana will likely never make a new ATH - SOL peaked at $260 in November 2021 with roughly 340 million tokens in circulation - Today there are 580 million SOL circulating. That’s 70% more supply than back then - At $260 with...

capexbt's profile picture

cape 🪽

15,180 subscribers

287,996 views • 18 days ago •via X (Twitter)

News & PoliticsScience & TechnologyFinance
LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

🚀 48H #PRESALE ALERT for Cats Of Solana - $COS! 🐱✨ Token: #COS Chain: #Solana TOTAL SUPPLY: 777,700,000,000 PRESALE: 49% of total supply LP: 50% of total supply Airdrop: 1% of total supply All tokens in circulation. Presale Address: 3BBtSC5RnuJwbPCtmftV7uACyaejj9bJu8qTMxpRkck3 📣 Important: Send from your own SOLANA Web3 wallet, NOT exchange addresses! We aim for inclusivity - please don’t create multiple wallets. The goal is to maximize participation. With enough volume, we aim for a listing on the binance! 🎁 BONUS: 1% will be airdropped to those who comment their wallets and retweet this! Plus, a unique 7777 doorstop art NFT collection will be distributed to the top 7777 holders! Min: 0.5 $SOL, Max: 10 $SOL. Please don’t send more than the max! Join us in clawing our way to the top of Solana’s ecosystem! 🌟 Send $SOL on SOLANA Blockchain to: 3BBtSC5RnuJwbPCtmftV7uACyaejj9bJu8qTMxpRkck3 No fixed price; allocations are by contribution % over 48h. Participate with your personal wallet for exclusive airdrops (avoid exchanges or unsupportive wallets). Let’s purr our way to #1 on Solana with $COS! 🐾🔥
0:17

🚀 48H #PRESALE ALERT for Cats Of Solana - $COS! 🐱✨ Token: #COS Chain: #Solana TOTAL SUPPLY: 777,700,000,000 PRESALE: 49% of total supply LP: 50% of total supply Airdrop: 1% of total supply All tokens in circulation. Presale Address: 3BBtSC5RnuJwbPCtmftV7uACyaejj9bJu8qTMxpRkck3 📣 Important: Send from your own SOLANA Web3 wallet, NOT exchange addresses! We aim for inclusivity - please don’t create multiple wallets. The goal is to maximize participation. With enough volume, we aim for a listing on the binance! 🎁 BONUS: 1% will be airdropped to those who comment their wallets and retweet this! Plus, a unique 7777 doorstop art NFT collection will be distributed to the top 7777 holders! Min: 0.5 $SOL, Max: 10 $SOL. Please don’t send more than the max! Join us in clawing our way to the top of Solana’s ecosystem! 🌟 Send $SOL on SOLANA Blockchain to: 3BBtSC5RnuJwbPCtmftV7uACyaejj9bJu8qTMxpRkck3 No fixed price; allocations are by contribution % over 48h. Participate with your personal wallet for exclusive airdrops (avoid exchanges or unsupportive wallets). Let’s purr our way to #1 on Solana with $COS! 🐾🔥

₿en Todar

161,047 views • 2 years ago

Sui moved $65B in stablecoins in 5 days. Its total supply is $472 million. Sui (Sui) cleared roughly $65 billion in stablecoin transfers over the past 30 days, fee-free. The catalyst: a May protocol change that zeroed out transfer fees and dropped the need to hold sui:native to move funds, per CertiK data. The number that reframes it: Sui's standing stablecoin supply is only about $472 million. So this isn't a flood of new capital, it's the same dollars recirculating fast as payments, exactly what the gasless design was built to do. Mysten Labs' pitched it as a settlement rail for businesses and AI agents, with Fireblocks already plugged in.
0:14

Sui moved $65B in stablecoins in 5 days. Its total supply is $472 million. Sui (Sui) cleared roughly $65 billion in stablecoin transfers over the past 30 days, fee-free. The catalyst: a May protocol change that zeroed out transfer fees and dropped the need to hold sui:native to move funds, per CertiK data. The number that reframes it: Sui's standing stablecoin supply is only about $472 million. So this isn't a flood of new capital, it's the same dollars recirculating fast as payments, exactly what the gasless design was built to do. Mysten Labs' pitched it as a settlement rail for businesses and AI agents, with Fireblocks already plugged in.

BSCN

21,934 views • 1 month ago

🤯 THE STOCK MARKET JUST BECAME THE EXIT LIQUIDITY AND ALMOST NOBODY SEES IT. Three of the largest IPOs in history are landing in one five month window. SpaceX. OpenAI. Anthropic. More than $135 billion in new stock about to be sold. Every dollar that buys it has to come from somewhere. It comes from what funds already hold. And the thing every fund is overweight is the S&P 500. That is what gets sold first. Record highs. Record euphoria. Record new supply. All at the same time. That is not strength. That is the setup.
0:18

🤯 THE STOCK MARKET JUST BECAME THE EXIT LIQUIDITY AND ALMOST NOBODY SEES IT. Three of the largest IPOs in history are landing in one five month window. SpaceX. OpenAI. Anthropic. More than $135 billion in new stock about to be sold. Every dollar that buys it has to come from somewhere. It comes from what funds already hold. And the thing every fund is overweight is the S&P 500. That is what gets sold first. Record highs. Record euphoria. Record new supply. All at the same time. That is not strength. That is the setup.

Mister Crypto

14,931 views • 23 days ago

Good day Blocktos! 😆 Today marks the day we start an epic journey in joining the Solana Blockchain! Effective immediately, the $OTSEA token is tradable on Solana via Wormhole. Wormhole allows for our $OTSEA token to be traded on both blockchains using the same existing supply that we have on ETH 🌊 ⭐️ SOL: BK4axasUF9x14og6NWRb4Ur8y8je4vabL4wHoTNq6zZo ⭐️ ETH: 0x5dA151B95657e788076D04d56234Bd93e409CB09 Soon, the OTSea platform will support Solana orders, along with a leaderboards and ranking system, offering a slippage-free way of trading for all Solana users. Furthermore, we will be offering fee share to all projects on Solana that we partner with, enabling even 0/0 tax tokens to start earning for their treasuries. Ahoy! P.S. - have you noticed any new updates to our website? 🧐
0:14

Good day Blocktos! 😆 Today marks the day we start an epic journey in joining the Solana Blockchain! Effective immediately, the $OTSEA token is tradable on Solana via Wormhole. Wormhole allows for our $OTSEA token to be traded on both blockchains using the same existing supply that we have on ETH 🌊 ⭐️ SOL: BK4axasUF9x14og6NWRb4Ur8y8je4vabL4wHoTNq6zZo ⭐️ ETH: 0x5dA151B95657e788076D04d56234Bd93e409CB09 Soon, the OTSea platform will support Solana orders, along with a leaderboards and ranking system, offering a slippage-free way of trading for all Solana users. Furthermore, we will be offering fee share to all projects on Solana that we partner with, enabling even 0/0 tax tokens to start earning for their treasuries. Ahoy! P.S. - have you noticed any new updates to our website? 🧐

OTSea

24,237 views • 2 years ago

After 5 years in Solana, I honestly can’t believe we’re here selling out arenas for a crypto event. I’ve never seen anything like this. The Breakpoint venue is insane. The pop-ups are so clean and creative. All our favorite Solana brands are here. In my whole web3 journey, I’ve never been to an event like this. The energy is unreal. It really feels like the biggest event in crypto. Everyone is here. All my Solana friends, all the builders, every project you can think of. The whole ecosystem pulled up. It’s surreal to see how far we’ve come, I truly mean it. I felt a bit emotional looking at everything today. We have more users, more apps, more tech, more institutions, and more real usage than ever before. You cannot be bearish on Solana after experiencing this. This is the chain that’s going to run global finance. Everything is happening here. Solana is the everything chain.
0:14

After 5 years in Solana, I honestly can’t believe we’re here selling out arenas for a crypto event. I’ve never seen anything like this. The Breakpoint venue is insane. The pop-ups are so clean and creative. All our favorite Solana brands are here. In my whole web3 journey, I’ve never been to an event like this. The energy is unreal. It really feels like the biggest event in crypto. Everyone is here. All my Solana friends, all the builders, every project you can think of. The whole ecosystem pulled up. It’s surreal to see how far we’ve come, I truly mean it. I felt a bit emotional looking at everything today. We have more users, more apps, more tech, more institutions, and more real usage than ever before. You cannot be bearish on Solana after experiencing this. This is the chain that’s going to run global finance. Everything is happening here. Solana is the everything chain.

Solana Sensei

21,718 views • 7 months ago

🚨 BREAKING NEWS: XRP COULD BE THE KEY TO REVOLUTIONIZING US DEBT! 🚨 The CTF token on the XRP Ledger, currently priced at just $0.88, has incredible upside potential. With a market cap of $20 billion, it could skyrocket to $748.50 per token! The future looks bright for new millionaires! With only 119 million tokens and strategic partnerships with Amazon and Walmart, scarcity is guaranteed! A CTF supply shortage is on the horizon—don't miss your chance! Trade CTF here: Buy CTF on MEXC: Discover more:
0:19

🚨 BREAKING NEWS: XRP COULD BE THE KEY TO REVOLUTIONIZING US DEBT! 🚨 The CTF token on the XRP Ledger, currently priced at just $0.88, has incredible upside potential. With a market cap of $20 billion, it could skyrocket to $748.50 per token! The future looks bright for new millionaires! With only 119 million tokens and strategic partnerships with Amazon and Walmart, scarcity is guaranteed! A CTF supply shortage is on the horizon—don't miss your chance! Trade CTF here: Buy CTF on MEXC: Discover more:

FinanceBro

40,851 views • 1 year ago

SpaceX was worth 2.5 trillion dollars last week. That number was never real. Only 5 percent of the company could trade. More than 95 percent was locked, and for almost a week there were no options, so no one could short it. With only buyers in the market, it ran to 225 and became the fourth-largest company on Earth. Then options launched, a 20 billion dollar bond filing gave bears their story, and the one-sided price round-tripped to where it opened. Nothing broke at SpaceX. The market was just finally allowed to disagree. The real price waits for December, when more than half the company can sell.
0:10

SpaceX was worth 2.5 trillion dollars last week. That number was never real. Only 5 percent of the company could trade. More than 95 percent was locked, and for almost a week there were no options, so no one could short it. With only buyers in the market, it ran to 225 and became the fourth-largest company on Earth. Then options launched, a 20 billion dollar bond filing gave bears their story, and the one-sided price round-tripped to where it opened. Nothing broke at SpaceX. The market was just finally allowed to disagree. The real price waits for December, when more than half the company can sell.

Shanaka Anslem Perera ⚡

303,817 views • 18 days ago

Soon, $XLM will outperform Solana, Binance Chain, and Ethereum in distributed RWA value. I know that sounds bold while Stellar still sits in fourth place. But look at the direction, not just the rank. Direction is everything. The numbers tell the story. Ethereum leads with $16.3B but is DOWN 5.14% over 30 days. BNB Chain holds $3.9B, also down 3.08%. Solana grows at 8.15% with $3.0B. And Stellar? $2.3B and up 29.90% in a single month. Stellar is growing almost 4 times faster than Solana while the two biggest networks lose ground. The gap with Solana is now just $700M. At this pace, that gap closes fast. And the momentum keeps building. Over the past 30 days, Ethereum shed nearly $1.63 billion in tokenized RWAs while Stellar added about $810 million. A 63% jump, according to AMBCrypto data. The RWA race is no longer Ethereum's to control. This is what keeps standing out to me. Ethereum has size. BNB has scale. Solana has attention. But Stellar has acceleration. And in this sector, capital rotates toward the steepest growth curve. With DTCC connecting $114 trillion in custodied assets to Stellar by H1 2027, the acceleration we're seeing now is just the warmup. The institutions are choosing the network that's climbing fastest. The data already shows where this is heading. You ready for $XLM szn?
0:18

Soon, $XLM will outperform Solana, Binance Chain, and Ethereum in distributed RWA value. I know that sounds bold while Stellar still sits in fourth place. But look at the direction, not just the rank. Direction is everything. The numbers tell the story. Ethereum leads with $16.3B but is DOWN 5.14% over 30 days. BNB Chain holds $3.9B, also down 3.08%. Solana grows at 8.15% with $3.0B. And Stellar? $2.3B and up 29.90% in a single month. Stellar is growing almost 4 times faster than Solana while the two biggest networks lose ground. The gap with Solana is now just $700M. At this pace, that gap closes fast. And the momentum keeps building. Over the past 30 days, Ethereum shed nearly $1.63 billion in tokenized RWAs while Stellar added about $810 million. A 63% jump, according to AMBCrypto data. The RWA race is no longer Ethereum's to control. This is what keeps standing out to me. Ethereum has size. BNB has scale. Solana has attention. But Stellar has acceleration. And in this sector, capital rotates toward the steepest growth curve. With DTCC connecting $114 trillion in custodied assets to Stellar by H1 2027, the acceleration we're seeing now is just the warmup. The institutions are choosing the network that's climbing fastest. The data already shows where this is heading. You ready for $XLM szn?

X Finance Bull

145,794 views • 1 month ago

We’ve made the decision to relaunch $Pandu Pandas on Pump.fun 🚀 Ca: 2xm2WZ9krE2YAArRC6S6ZzJAYgN813K6hh2dawKjpump The main reason is simple: higher activity, more visibility, and stronger community momentum. We want to put Pandu Pandas in an environment where it can grow faster, reach more people, and thrive. This is a fresh start with bigger energy, better exposure, and a clear focus on building awareness. holders — you’re now able to migrate your tokens into the new $PANDU ecosystem 🐼🚀 You can do this through our official DApp or do manual sending. for manual sending you can find the instruction in: The migration supply snapshot will be taken at Solana block #411710061 Only supply recorded at that block will be eligible to claim.
0:14

We’ve made the decision to relaunch $Pandu Pandas on Pump.fun 🚀 Ca: 2xm2WZ9krE2YAArRC6S6ZzJAYgN813K6hh2dawKjpump The main reason is simple: higher activity, more visibility, and stronger community momentum. We want to put Pandu Pandas in an environment where it can grow faster, reach more people, and thrive. This is a fresh start with bigger energy, better exposure, and a clear focus on building awareness. holders — you’re now able to migrate your tokens into the new $PANDU ecosystem 🐼🚀 You can do this through our official DApp or do manual sending. for manual sending you can find the instruction in: The migration supply snapshot will be taken at Solana block #411710061 Only supply recorded at that block will be eligible to claim.

I'm Pandu

49,922 views • 3 months ago

hypergamy is going to hit women like a 50-megaton thermonuclear bomb, and the reason is because these women are hypergamous themselves female hypergamy hit society first due to the natural supply/demand gap between the sexes, and it's certainly caused somewhat of a death spiral of intersexual relations, but the outcome will not be this hypercompetition between men for women, but rather men checking out of the game entirely as the juice stops being worth the squeeze porn is only getting more immersive and sex bots are on the way, and social media exposes men to 10/10 women nonstop; why then would men break their backs for a crumb of attention for mediocre women? even men with genuine value to bring struggle in the current dating market, the fatigue is beginning to set in for women there are two options: a) make the squeeze easier, or b) make the juice more worthwhile a) would require that they lower their standards and expectations, make themselves more accessible, accept a man with less to offer when they know someone better is out there they don't have that in them, so they resort to b) b) means making the juice tastier, it mean tightening up the juice's nasolabial folds and waist-to-hip ratio. it means injecting the juice with hyaluronic acid fillers and, when that isn't enough to get ahead, it means making real changes to the juice's recipe like getting structural surgery there is a very small supply of beautiful people on this planet, but in the age of the internet that small supply is accessible to everyone at all times instead of being a random beautiful stranger you may rarely come across on the street. everyone’s perceptions of what is accessible to them is being distorted, and even if only 1% of people are truly beautiful themselves that is enough for 99% of the subpar masses to feel like they can share. past a certain point of abundance a person cannot comprehend the difference between 10 million people and 1 billion, it’s just a lot. if 1 billion compete for 10 million it still feels like an infinite prize pool. this has corrupted women tremendously, but it is absolutely going to and already beginning to do the same with men as men get more and more immersed in and addicted to cheap hits of sexual dopamine such as porn, social media, online dating (which is a corrupting force for both genders) they will be less and less willing to settle for a girl who is any less than perfect because quite frankly, she probably just won’t be worth it to them anyway there is already a long cultural precedent for women going to extreme measures to looksmaxx for male attention, if men start to become fed up with them and hypergamy increases on both ends the blackpill will explode with women. already women know when they are left on delivered by chad that if they were prettier this wouldn’t be happening, they are beginning to make this observation en masse and it is driving the rise in radfem and “femcel” (i.e. girl who can’t bag chad) ideology. women are realizing that body positivity and self-love was a scam, and that looks are law i’m betting all in on the upcoming female blackpill trend, putting my stock in it. i’d keep an eye out for it because it has already begun and it’s only going to get bigger
0:22

Sensitive content

hypergamy is going to hit women like a 50-megaton thermonuclear bomb, and the reason is because these women are hypergamous themselves female hypergamy hit society first due to the natural supply/demand gap between the sexes, and it's certainly caused somewhat of a death spiral of intersexual relations, but the outcome will not be this hypercompetition between men for women, but rather men checking out of the game entirely as the juice stops being worth the squeeze porn is only getting more immersive and sex bots are on the way, and social media exposes men to 10/10 women nonstop; why then would men break their backs for a crumb of attention for mediocre women? even men with genuine value to bring struggle in the current dating market, the fatigue is beginning to set in for women there are two options: a) make the squeeze easier, or b) make the juice more worthwhile a) would require that they lower their standards and expectations, make themselves more accessible, accept a man with less to offer when they know someone better is out there they don't have that in them, so they resort to b) b) means making the juice tastier, it mean tightening up the juice's nasolabial folds and waist-to-hip ratio. it means injecting the juice with hyaluronic acid fillers and, when that isn't enough to get ahead, it means making real changes to the juice's recipe like getting structural surgery there is a very small supply of beautiful people on this planet, but in the age of the internet that small supply is accessible to everyone at all times instead of being a random beautiful stranger you may rarely come across on the street. everyone’s perceptions of what is accessible to them is being distorted, and even if only 1% of people are truly beautiful themselves that is enough for 99% of the subpar masses to feel like they can share. past a certain point of abundance a person cannot comprehend the difference between 10 million people and 1 billion, it’s just a lot. if 1 billion compete for 10 million it still feels like an infinite prize pool. this has corrupted women tremendously, but it is absolutely going to and already beginning to do the same with men as men get more and more immersed in and addicted to cheap hits of sexual dopamine such as porn, social media, online dating (which is a corrupting force for both genders) they will be less and less willing to settle for a girl who is any less than perfect because quite frankly, she probably just won’t be worth it to them anyway there is already a long cultural precedent for women going to extreme measures to looksmaxx for male attention, if men start to become fed up with them and hypergamy increases on both ends the blackpill will explode with women. already women know when they are left on delivered by chad that if they were prettier this wouldn’t be happening, they are beginning to make this observation en masse and it is driving the rise in radfem and “femcel” (i.e. girl who can’t bag chad) ideology. women are realizing that body positivity and self-love was a scam, and that looks are law i’m betting all in on the upcoming female blackpill trend, putting my stock in it. i’d keep an eye out for it because it has already begun and it’s only going to get bigger

𝖒𝖔𝖌𝖌𝖎𝖓𝖌

41,819 views • 8 days ago

GTA 6 IS 3 MONTHS AWAY AND MOST PEOPLE WILL PLAY IT WHILE A FEW QUIETLY GET PAID GTA 5 pulled $8.6 billion. $800 million of that in the first 3 days. GTA 6 is the same machine at 3x the scale, and the money is made in the launch window, not the game. One of the plays, just so you see it is real: FiveM already runs 100k+ servers that buy Lua scripts for $15 to $500 each. Claude writes a full one in under 2 minutes, then it earns while you sleep. And that is the easy one. There are 7 total. And the one almost nobody is covering has nothing to do with playing the game at all. The catch is timing. Whatever exists on day one inherits the traffic. The window is the next 8 weeks, then it shuts. All 7, with the numbers and the exact steps, are right below.
0:17

GTA 6 IS 3 MONTHS AWAY AND MOST PEOPLE WILL PLAY IT WHILE A FEW QUIETLY GET PAID GTA 5 pulled $8.6 billion. $800 million of that in the first 3 days. GTA 6 is the same machine at 3x the scale, and the money is made in the launch window, not the game. One of the plays, just so you see it is real: FiveM already runs 100k+ servers that buy Lua scripts for $15 to $500 each. Claude writes a full one in under 2 minutes, then it earns while you sleep. And that is the easy one. There are 7 total. And the one almost nobody is covering has nothing to do with playing the game at all. The catch is timing. Whatever exists on day one inherits the traffic. The window is the next 8 weeks, then it shuts. All 7, with the numbers and the exact steps, are right below.

shmidt

65,059 views • 12 days ago

The first $SKR airdrop was massive & distributed ~20% of the total supply to Seeker users 📱🪂 There’s still ~10% of the supply left for future Seeker Seasons While we don’t know when the next airdrop will happen, it’s interesting to run some numbers Imagine the average user gets ~10,000 $SKR in the next round And if we assume a ~$1B market cap next cycle → That’s roughly ~$0.175 per SKR → Or ~$1,750 per average airdrop → Just for being active with your Seeker Of course, this is just napkin math & a lot depends on external factors like supply and market conditions But the point is simple: the next Seeker Season airdrop will definitely be worth it.
0:18

The first $SKR airdrop was massive & distributed ~20% of the total supply to Seeker users 📱🪂 There’s still ~10% of the supply left for future Seeker Seasons While we don’t know when the next airdrop will happen, it’s interesting to run some numbers Imagine the average user gets ~10,000 $SKR in the next round And if we assume a ~$1B market cap next cycle → That’s roughly ~$0.175 per SKR → Or ~$1,750 per average airdrop → Just for being active with your Seeker Of course, this is just napkin math & a lot depends on external factors like supply and market conditions But the point is simple: the next Seeker Season airdrop will definitely be worth it.

Marino

26,442 views • 2 months ago

🚨BANKERS CAUGHT JOKING - CENTRAL BANKS PRINT MONEY AND THE PUBLIC JUST ACCEPTS IT. Those days are numbered. The #XRPL has already set the foundation with Institutional Tokenization live and running, fully powered by BXE Token. The same BXE Token is now driving decentralized media on the XRP Ledger shifting power from banks and corporations straight to the people. BY THE BXE TOKEN, WHICH HAS A TOTAL SUPPLY OF ONLY 500 MILLION TOKENS, SITS AT ABOUT $0.035! COULD EASILY HIT $19-24! DYOR/NFA BXE TOKEN TRADE LINK:
0:15

🚨BANKERS CAUGHT JOKING - CENTRAL BANKS PRINT MONEY AND THE PUBLIC JUST ACCEPTS IT. Those days are numbered. The #XRPL has already set the foundation with Institutional Tokenization live and running, fully powered by BXE Token. The same BXE Token is now driving decentralized media on the XRP Ledger shifting power from banks and corporations straight to the people. BY THE BXE TOKEN, WHICH HAS A TOTAL SUPPLY OF ONLY 500 MILLION TOKENS, SITS AT ABOUT $0.035! COULD EASILY HIT $19-24! DYOR/NFA BXE TOKEN TRADE LINK:

JackTheRippler ©️

20,072 views • 10 months ago

🇺🇸🇮🇷 The war made Iran richer and your groceries more expensive Dow just doubled its April price hike on polyethylene, the plastic in everything from shopping bags to bottles. Their stock is up 25% since the war started. Global naphtha supply is stuck behind a closed Strait and American chemical companies are cashing in. Meanwhile, the war that was supposed to crush Iran's economy accidentally gave it a raise. Before the conflict, Tehran produced 1.1 million barrels a day and sold at $47 after discounts. Today it's pumping 1.5 million barrels at $110 with barely any discount, through new payment channels that bypass the old sanctions infrastructure entirely. Trump and Israel delivered de facto sanctions relief through the war itself. Which means Iran has less reason to stop fighting unless a formal deal offers what it's already getting informally. The country being "obliterated" is making more money per barrel than at any point in recent history. Source: WSJ, Trita Parsi
0:18

🇺🇸🇮🇷 The war made Iran richer and your groceries more expensive Dow just doubled its April price hike on polyethylene, the plastic in everything from shopping bags to bottles. Their stock is up 25% since the war started. Global naphtha supply is stuck behind a closed Strait and American chemical companies are cashing in. Meanwhile, the war that was supposed to crush Iran's economy accidentally gave it a raise. Before the conflict, Tehran produced 1.1 million barrels a day and sold at $47 after discounts. Today it's pumping 1.5 million barrels at $110 with barely any discount, through new payment channels that bypass the old sanctions infrastructure entirely. Trump and Israel delivered de facto sanctions relief through the war itself. Which means Iran has less reason to stop fighting unless a formal deal offers what it's already getting informally. The country being "obliterated" is making more money per barrel than at any point in recent history. Source: WSJ, Trita Parsi

Mario Nawfal

128,645 views • 3 months ago

Genius Terminal Just Burned 4% of Its Token Supply! Genius has announced that some 3.99% of its $GENIUS token supply has been removed from circulation forever. That 3.99% is equivalent to 39.9 million $GENIUS tokens and is worth nearly $24 million at time of writing. The burn is part of its Season 1 Airdrop program, to which a full 70 million tokens have been allocated - and we won't know the full extent of the burn until April 20. The $GENIUS token was officially launched earlier this week and received immediate support from major exchanges like Binance Alpha, Bitget, and MEXC. At the same time, the platform unveiled a new whitepaper and roadmap detailing several major milestones for Genius and its community. The week further saw CZ 🔶 BNB (who is already an advisor) officially join the Genius Terminal community with a follow on X.
0:16

Genius Terminal Just Burned 4% of Its Token Supply! Genius has announced that some 3.99% of its $GENIUS token supply has been removed from circulation forever. That 3.99% is equivalent to 39.9 million $GENIUS tokens and is worth nearly $24 million at time of writing. The burn is part of its Season 1 Airdrop program, to which a full 70 million tokens have been allocated - and we won't know the full extent of the burn until April 20. The $GENIUS token was officially launched earlier this week and received immediate support from major exchanges like Binance Alpha, Bitget, and MEXC. At the same time, the platform unveiled a new whitepaper and roadmap detailing several major milestones for Genius and its community. The week further saw CZ 🔶 BNB (who is already an advisor) officially join the Genius Terminal community with a follow on X.

BSCN

25,414 views • 3 months ago

🚨BRAD GARLINGHOUSE CONFIRMS #XRP WILL REACH THE TOP SPOT!! ONCE XRP SURPASSES BTC AND CLAIMS THE #1 POSITION, IT'S EXPECTED TO REACH A MINIMUM OF $29.37 PER COIN!! ‼️ THE LEADING DEFI TOKENS ON THE XRP LEDGER ARE POISED FOR A MASSIVE RISE!! IMAGINE A MARKET CAP OF $1.65 TRILLION! THE CTF TOKEN, WITH ONLY $20 BILLION IN MARKET VALUE, COULD SOAR FROM $0.80 TO $748.50 PER COIN!! CTF TOKEN HAS A CIRCULATING SUPPLY OF JUST 119 MILLION!! HOW CAN A SUPPLY SHORTAGE NOT SPUR A SURGE!!! THE CTF TOKEN IS DESTINED FOR A HUGE UPSWING!!! Trade CTF token here: Trade CTF token on MEXC: Official Website:
0:19

🚨BRAD GARLINGHOUSE CONFIRMS #XRP WILL REACH THE TOP SPOT!! ONCE XRP SURPASSES BTC AND CLAIMS THE #1 POSITION, IT'S EXPECTED TO REACH A MINIMUM OF $29.37 PER COIN!! ‼️ THE LEADING DEFI TOKENS ON THE XRP LEDGER ARE POISED FOR A MASSIVE RISE!! IMAGINE A MARKET CAP OF $1.65 TRILLION! THE CTF TOKEN, WITH ONLY $20 BILLION IN MARKET VALUE, COULD SOAR FROM $0.80 TO $748.50 PER COIN!! CTF TOKEN HAS A CIRCULATING SUPPLY OF JUST 119 MILLION!! HOW CAN A SUPPLY SHORTAGE NOT SPUR A SURGE!!! THE CTF TOKEN IS DESTINED FOR A HUGE UPSWING!!! Trade CTF token here: Trade CTF token on MEXC: Official Website:

JackTheRippler ©️

156,114 views • 1 year ago

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 views • 1 month ago

Morningstar ran a discounted cash flow model on SpaceX and got $780 billion. Damodaran's range tops out near $1 trillion. The market says $2.65 trillion. Same company. That gap is not a verdict on rockets. It is about who is doing the buying. Retail was handed more than 20 percent of this IPO, against a 5 to 10 percent norm, and threw over $100 billion of orders at it. Then the index funds, fast tracked into the benchmarks, forced to buy an estimated $22 to $27 billion of the stock at any price, because a rule says so, not because anyone ran a model. Now the calendar. About 4 percent of the company trades today. The first insider unlock opens around August and keeps coming through December, eventually freeing multiples of that float. So the forced money and the chasing money arrive at almost exactly the moment the earliest investors and employees can finally sell. A loss-making company at 140 times sales, trading at roughly three times the value those cash flow models can find, held up by buyers who mostly had no choice or no spreadsheet. Whether that demand swallows the unlock or chokes on it is the only open question left. The supply was always going to arrive. The piece is about who is on the other side of that trade.
0:10

Morningstar ran a discounted cash flow model on SpaceX and got $780 billion. Damodaran's range tops out near $1 trillion. The market says $2.65 trillion. Same company. That gap is not a verdict on rockets. It is about who is doing the buying. Retail was handed more than 20 percent of this IPO, against a 5 to 10 percent norm, and threw over $100 billion of orders at it. Then the index funds, fast tracked into the benchmarks, forced to buy an estimated $22 to $27 billion of the stock at any price, because a rule says so, not because anyone ran a model. Now the calendar. About 4 percent of the company trades today. The first insider unlock opens around August and keeps coming through December, eventually freeing multiples of that float. So the forced money and the chasing money arrive at almost exactly the moment the earliest investors and employees can finally sell. A loss-making company at 140 times sales, trading at roughly three times the value those cash flow models can find, held up by buyers who mostly had no choice or no spreadsheet. Whether that demand swallows the unlock or chokes on it is the only open question left. The supply was always going to arrive. The piece is about who is on the other side of that trade.

Shanaka Anslem Perera ⚡

98,414 views • 28 days ago