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This week, Corbin Fraser dives into #Bitcoin's all-time high breakout, ETFs raking in billions, and Asia taking the lead in #crypto development. Other highlights include: $1.5K Bitcoin.com holiday giveaway, 30% APY on $VERSE holdings, $BTC's $2T market cap and $110K price targets, #Ethereum's centralization concerns with whale wallets holding...

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Join our $1500 @BitcoinCom Holiday Giveaway ⬇️

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Start earning Rewards in @BitcoinCom Wallet app here ⬇️

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Ɓгаԁ Gагⅼinghоuѕevor 1 Jahr

@maplesyrupsuckr @BitcoinCom XRP to $4 is just the start.

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Bṛȧd Gаrlingousevor 1 Jahr

@maplesyrupsuckr @BitcoinCom A major breakthrough in technology.

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@maplesyrupsuckr @BitcoinCom Great news !

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Bark Ruffalovor 1 Jahr

@maplesyrupsuckr @BitcoinCom @BTCTN @maplesyrupsuckr Meanwhile my trading bot's celebrating because it finally learned to buy high and sell slightly less high. Progress! Though with these $BTC prices, even my failed trades are starting to look genius in retrospect.

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Gorika Tvor 1 Jahr

@maplesyrupsuckr @BitcoinCom FLASH Technologies makes decentralized finance accessible to the unbanked and crypto aficionados. When it goes public on #LBank, you'll get a glimpse of the future!

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@maplesyrupsuckr @BitcoinCom "Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful." !!!.

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@maplesyrupsuckr @BitcoinCom $BTC smashing ATH, ETF stacking billions, and Asia leading the charge? Crypto’s global domination is real. 🌏 Ready to level up with #AV4? 🚀

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Harper Nelsonvor 1 Jahr

@maplesyrupsuckr @BitcoinCom The time to buy $BKOK is now. It is cheap right now with massive potential to moon hard when the price takes off 🤑🤑🤑🤑🤑🤑🤑 @BlackRock_FinTe

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1,945,519 Aufrufe • vor 1 Jahr

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.
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🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.

0xNobler

41,155 Aufrufe • vor 2 Monaten

BREAKING: $2.5 trillion just got wiped from global markets in 24 hours. Bitcoin crashed below $60,000. The Nasdaq dropped 4% in a single session. And every retail trader's feed is full of people posting their losses in real time... Bitcoin fell from $78,000 to $59,300 in 5 days. A 24% drop in under a week. $1.5 billion in leveraged crypto positions got liquidated in 24 hours. Long positions made up $1.28 billion of that. The fourth time in 5 days that daily liquidations crossed $1 billion. US spot Bitcoin ETFs have now posted 11 consecutive days of outflows. $3.5 billion pulled out by institutions in less than two weeks. Then the equity side cracked. Broadcom dropped 13%. Micron dropped 9.5%. SanDisk dropped 11%. Western Digital dropped 8.5%. Roughly $1 trillion in market cap erased from semiconductors alone. Strategy, the largest corporate Bitcoin holder on earth, dropped 10% after disclosing its first Bitcoin sale in years. 32 coins. $2.5 million. A rounding error against their $59 billion stack. It didn't matter. When the maximalist sells one coin, everybody else hears permission to dump everything. Now here's what actually triggered all of this. The May jobs report came in too strong. 172,000 new jobs against an 85,000 estimate. Prior months revised up by another 93,000. That single data point killed the rate cut narrative. If the economy is too strong, the Fed doesn't cut. If the Fed doesn't cut, risk assets get repriced. Crypto first. Tech stocks second. Everything else last. The entire rally of the past 12 months was built on one assumption. Rates are coming down. That assumption got vaporized in one report. And the market reacted exactly the way it always reacts: Panic. Right now Twitter is full of people posting their losses. "Down $40,000 this week." "Sold my entire crypto position." "Out of the market until things calm down." This is the exact moment retail always loses. Not because the market crashed. Because they're making decisions while watching the crash happen in real time. Every single one of these crashes follows the same pattern. October 2025: $19 billion in liquidations. The biggest wipeout in crypto history. Bitcoin made a new all-time high three weeks later. March 2026: S&P 500 dropped 7% on the Iran war. Retail panic sold at the bottom. The index recovered to a new all-time high in 18 days. February 2026: Bitcoin dropped 15% in one day. Two days later it had bounced 11%. Same script. Every time. The crash creates the opportunity. The panic transfers the assets. The people who sell at the bottom always fund the returns of the people who don't. Here's what's actually different this time: Crypto is no longer separate from equities. Bitcoin used to be the "uncorrelated asset." That story died this week. Bitcoin moved down with the Nasdaq. Down with semis. Down with tech. Down with everything. The diversification most retail investors thought they had? They never had it. They held the same trade in three different wrappers. A Nasdaq ETF. A Bitcoin position. A pile of tech stocks. All three crashed together because all three were the same bet on cheap money. This is the moment that exposes who has a system and who was just riding a narrative. The narrative investor sees their feed full of losses and panics. They sell at the bottom. They sit in cash through the recovery. They buy back in 6 months later when the headlines feel safe again. They have already locked in the worst possible outcome. The systematic investor sees the same feed and doesn't react. Because the system already decided what to do at every price level before today happened. Surmount was built for exactly this moment. Automated, rules-based strategies that execute when the market crashes, not when your emotions do. No panic selling. No FOMO buying. Just rules. Running. While everyone else is screenshotting their losses.
4:03

BREAKING: $2.5 trillion just got wiped from global markets in 24 hours. Bitcoin crashed below $60,000. The Nasdaq dropped 4% in a single session. And every retail trader's feed is full of people posting their losses in real time... Bitcoin fell from $78,000 to $59,300 in 5 days. A 24% drop in under a week. $1.5 billion in leveraged crypto positions got liquidated in 24 hours. Long positions made up $1.28 billion of that. The fourth time in 5 days that daily liquidations crossed $1 billion. US spot Bitcoin ETFs have now posted 11 consecutive days of outflows. $3.5 billion pulled out by institutions in less than two weeks. Then the equity side cracked. Broadcom dropped 13%. Micron dropped 9.5%. SanDisk dropped 11%. Western Digital dropped 8.5%. Roughly $1 trillion in market cap erased from semiconductors alone. Strategy, the largest corporate Bitcoin holder on earth, dropped 10% after disclosing its first Bitcoin sale in years. 32 coins. $2.5 million. A rounding error against their $59 billion stack. It didn't matter. When the maximalist sells one coin, everybody else hears permission to dump everything. Now here's what actually triggered all of this. The May jobs report came in too strong. 172,000 new jobs against an 85,000 estimate. Prior months revised up by another 93,000. That single data point killed the rate cut narrative. If the economy is too strong, the Fed doesn't cut. If the Fed doesn't cut, risk assets get repriced. Crypto first. Tech stocks second. Everything else last. The entire rally of the past 12 months was built on one assumption. Rates are coming down. That assumption got vaporized in one report. And the market reacted exactly the way it always reacts: Panic. Right now Twitter is full of people posting their losses. "Down $40,000 this week." "Sold my entire crypto position." "Out of the market until things calm down." This is the exact moment retail always loses. Not because the market crashed. Because they're making decisions while watching the crash happen in real time. Every single one of these crashes follows the same pattern. October 2025: $19 billion in liquidations. The biggest wipeout in crypto history. Bitcoin made a new all-time high three weeks later. March 2026: S&P 500 dropped 7% on the Iran war. Retail panic sold at the bottom. The index recovered to a new all-time high in 18 days. February 2026: Bitcoin dropped 15% in one day. Two days later it had bounced 11%. Same script. Every time. The crash creates the opportunity. The panic transfers the assets. The people who sell at the bottom always fund the returns of the people who don't. Here's what's actually different this time: Crypto is no longer separate from equities. Bitcoin used to be the "uncorrelated asset." That story died this week. Bitcoin moved down with the Nasdaq. Down with semis. Down with tech. Down with everything. The diversification most retail investors thought they had? They never had it. They held the same trade in three different wrappers. A Nasdaq ETF. A Bitcoin position. A pile of tech stocks. All three crashed together because all three were the same bet on cheap money. This is the moment that exposes who has a system and who was just riding a narrative. The narrative investor sees their feed full of losses and panics. They sell at the bottom. They sit in cash through the recovery. They buy back in 6 months later when the headlines feel safe again. They have already locked in the worst possible outcome. The systematic investor sees the same feed and doesn't react. Because the system already decided what to do at every price level before today happened. Surmount was built for exactly this moment. Automated, rules-based strategies that execute when the market crashes, not when your emotions do. No panic selling. No FOMO buying. Just rules. Running. While everyone else is screenshotting their losses.

Surmount

48,046 Aufrufe • vor 2 Monaten

FLOKI LAUNCHES TOKENFI (with "TOKEN" ticker) TO CAPITALIZE ON THE TRILLION-DOLLAR TOKENIZATION INDUSTRY Floki has launched a crypto and asset tokenization platform named TokenFi to capitalize on the trillion-dollar tokenization industry. The tokenization industry is projected to be a $16 trillion industry by the year 2030. BlackRock, the world's biggest institutional investor with $10 trillion of assets under management, strongly believes in the industry's potential, which they call "the next evolution in markets". TokenFi, with the ticker TOKEN, aims to simplify the crypto and asset tokenization process and eventually become the foremost tokenization platform in the world. We will unveil the platform website on the 27th of October, and you can finally see what we've got planned, but for now, you can find the token details below. TOKENFI TOKEN DETAILS: - Token name: TokenFi - Token Ticker: TOKEN - Total supply: 10 billion tokens split across BSC and ETH (5 billion tokens on each chain). - Launch market cap: $50,000 circulating and $500,000 diluted market cap. - Industry targeted: Tokenization, Real World Assets, Launchpad. An initial 10% token supply will be added to Liquidity Pools on Uniswap and PancakeSwap to provide public liquidity and allow interested parties to trade. TRADING WILL COMMENCE ON UNISWAP AND PANCAKESWAP BY 3PM UTC ON OCTOBER, 27 2023. - BSC contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 - ETH contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 (NOTE: The contract address is the same on both the BSC and ETH chains). FLOKI stakers will earn 56% of the supply over a period of 4 years. The Floki community is known for being diamond-handed, and with TokenFi being in an industry with MASSIVE potential, FLOKI holders are the best candidates to receive the majority of TokenFi tokens. Since they would be staking their FLOKI tokens to get the new token, this will also ensure stability for the FLOKI token! TokenFi supply will be split evenly between the BSC and ETH chains: In other words, there will be 5 billion tokens on BSC and 5 billion tokens on ETH, to make for a combined total of 10 billion tokens. 5% of the supply will be paired with LP on BSC and the other 5% on ETH. This will make the starting circulating market cap on BSC a $25k market cap and on ETH a $25k market cap to make a combined initial circulating market cap of $50k and an initial fully diluted market cap of $500k (which will be gradually released to FLOKI stakers over a four year period). IMPORTANT INFORMATION FOR THE FIRST HOUR OF LAUNCH We understand that with this being a Floki token, there is a lot of hype. As a result, we have put measures in place to limit the impact of snipers on the token: Specifically, there will be a 1% wallet cap (of total supply) within the first hour of launch. That means no individual wallet can buy more than 100 million tokens within the first hour of the token becoming tradable. In addition, there will be an initial buy/sell transaction tax of 20% within the first hour. This transaction tax will do two things: 1) potentially limit the impact of snipers and 2) ensure a significant portion of whatever snipers/early buyers spend goes to the Floki treasury, which can be used for growth and development efforts. After the first hour, the wallet cap will be removed, and the transaction tax will be lowered to 5%. This 5% tax will remain in place for a week, after which the Floki DAO will vote on whether or not to remove or reduce it. We have instructed our exchange partners not to list TokenFi until this DAO vote. OUR PLAN FOR TOKENFI TokenFi is a well-thought-out concept that we have a strong capability to deliver on! We will unveil our roadmap with the launch of the TokenFi website on the 27th of October, 2023. However, we assure you that several TokenFi products are in advanced development on testnet and are due to go live in Q4 2023. In addition, we are working with some of the biggest names in the industry - especially from an institutional perspective - to make TokenFi a success, and they are quite excited about the concept and its potential. In our original DAO proposal, we already announced DWF Labs as our main institutional partner and market maker for TokenFi. We also announced a strategic partnership with World Table Tennis that will introduce TokenFi to a massive audience of 120 million people. We will announce many more partners in the coming weeks and months, and I'm sure that when you see the moves we have made, you will see why there is no better person to execute this vision than Floki!
1:00

FLOKI LAUNCHES TOKENFI (with "TOKEN" ticker) TO CAPITALIZE ON THE TRILLION-DOLLAR TOKENIZATION INDUSTRY Floki has launched a crypto and asset tokenization platform named TokenFi to capitalize on the trillion-dollar tokenization industry. The tokenization industry is projected to be a $16 trillion industry by the year 2030. BlackRock, the world's biggest institutional investor with $10 trillion of assets under management, strongly believes in the industry's potential, which they call "the next evolution in markets". TokenFi, with the ticker TOKEN, aims to simplify the crypto and asset tokenization process and eventually become the foremost tokenization platform in the world. We will unveil the platform website on the 27th of October, and you can finally see what we've got planned, but for now, you can find the token details below. TOKENFI TOKEN DETAILS: - Token name: TokenFi - Token Ticker: TOKEN - Total supply: 10 billion tokens split across BSC and ETH (5 billion tokens on each chain). - Launch market cap: $50,000 circulating and $500,000 diluted market cap. - Industry targeted: Tokenization, Real World Assets, Launchpad. An initial 10% token supply will be added to Liquidity Pools on Uniswap and PancakeSwap to provide public liquidity and allow interested parties to trade. TRADING WILL COMMENCE ON UNISWAP AND PANCAKESWAP BY 3PM UTC ON OCTOBER, 27 2023. - BSC contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 - ETH contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 (NOTE: The contract address is the same on both the BSC and ETH chains). FLOKI stakers will earn 56% of the supply over a period of 4 years. The Floki community is known for being diamond-handed, and with TokenFi being in an industry with MASSIVE potential, FLOKI holders are the best candidates to receive the majority of TokenFi tokens. Since they would be staking their FLOKI tokens to get the new token, this will also ensure stability for the FLOKI token! TokenFi supply will be split evenly between the BSC and ETH chains: In other words, there will be 5 billion tokens on BSC and 5 billion tokens on ETH, to make for a combined total of 10 billion tokens. 5% of the supply will be paired with LP on BSC and the other 5% on ETH. This will make the starting circulating market cap on BSC a $25k market cap and on ETH a $25k market cap to make a combined initial circulating market cap of $50k and an initial fully diluted market cap of $500k (which will be gradually released to FLOKI stakers over a four year period). IMPORTANT INFORMATION FOR THE FIRST HOUR OF LAUNCH We understand that with this being a Floki token, there is a lot of hype. As a result, we have put measures in place to limit the impact of snipers on the token: Specifically, there will be a 1% wallet cap (of total supply) within the first hour of launch. That means no individual wallet can buy more than 100 million tokens within the first hour of the token becoming tradable. In addition, there will be an initial buy/sell transaction tax of 20% within the first hour. This transaction tax will do two things: 1) potentially limit the impact of snipers and 2) ensure a significant portion of whatever snipers/early buyers spend goes to the Floki treasury, which can be used for growth and development efforts. After the first hour, the wallet cap will be removed, and the transaction tax will be lowered to 5%. This 5% tax will remain in place for a week, after which the Floki DAO will vote on whether or not to remove or reduce it. We have instructed our exchange partners not to list TokenFi until this DAO vote. OUR PLAN FOR TOKENFI TokenFi is a well-thought-out concept that we have a strong capability to deliver on! We will unveil our roadmap with the launch of the TokenFi website on the 27th of October, 2023. However, we assure you that several TokenFi products are in advanced development on testnet and are due to go live in Q4 2023. In addition, we are working with some of the biggest names in the industry - especially from an institutional perspective - to make TokenFi a success, and they are quite excited about the concept and its potential. In our original DAO proposal, we already announced DWF Labs as our main institutional partner and market maker for TokenFi. We also announced a strategic partnership with World Table Tennis that will introduce TokenFi to a massive audience of 120 million people. We will announce many more partners in the coming weeks and months, and I'm sure that when you see the moves we have made, you will see why there is no better person to execute this vision than Floki!

FLOKI

1,955,825 Aufrufe • vor 2 Jahren

Powell is set to wrap up his controversial eight-year term. Let’s break down his market-moving key decisions in just three minutes 👇 As the invisible puppet master behind the crypto market, every major call he’s made has swung Bitcoin’s price up and down. • 2018: A liquidity winter amid aggressive tightening After taking office in February, Powell stuck to monetary normalization and hiked rates four times within the year. His aggressive liquidity drain pushed capital costs higher, sending Bitcoin into a prolonged downtrend that bottomed out at $3,000 that December. • 2019: A rebound catalyst from policy pivot Faced with mounting growth headwinds, Powell put rate hikes on hold early in the year and delivered the first rate cut in a decade that July. Liquidity sentiment rebounded instantly, and Bitcoin front-ran the signal to hit a interim peak back in June. • 2020: Massive liquidity injection amid the pandemic crash Following the historic March 312 market meltdown, Powell cut rates to near zero and unleashed unlimited quantitative easing. The unprecedented flood of capital triggered a global asset shortage, directly fueling Bitcoin’s epic bull run into 2021. • 2021: The final rally fueled by lingering easy monetary policy Even as inflation heated up, Powell maintained a dovish stance throughout the year. This window of abundant liquidity backed Bitcoin’s landmark high in April, before notching a new all-time high ahead of the tapering announcement in November. • 2022: Aggressive tightening as an inflation hawk To correct its earlier misjudgment on inflation, the Fed kicked off its most aggressive rate hike cycle in decades starting in March. Global USD liquidity rushed back home, and Bitcoin crumbled under the brutal tightening pressure, hitting a cycle trough in November 2022. • 2023: Targeted liquidity backstop amid the banking crisis Amid the regional bank collapse chaos in March, Powell injected targeted liquidity via special Fed tools. This implicit market backstop restored risk sentiment, and Bitcoin showcased strong safe-haven properties to rally against the trend that month. • 2024: A new cycle ignited by the restart of rate cuts With the rate-cut cycle officially kicking off in September, the liquidity floodgates reopened once again. Strong easing expectations pushed Bitcoin to break its previous high as early as March, rallying all the way to its peak in October 2025. • 2026: Uncertainty lingers as his term draws to a close Powell chaired his final FOMC meeting this April, and his neutral stance heading into departure has left the market clouded with uncertainty. With his official exit due in May, capital turned cautious and retreated, triggering a predictable market pullback. Looking back over these eight years, every major surge and slump in Bitcoin has essentially moved in lockstep with Powell’s interest rate decisions. Now, this defining figure of the era is drawing the curtain on his tenure at the helm.
0:55

Powell is set to wrap up his controversial eight-year term. Let’s break down his market-moving key decisions in just three minutes 👇 As the invisible puppet master behind the crypto market, every major call he’s made has swung Bitcoin’s price up and down. • 2018: A liquidity winter amid aggressive tightening After taking office in February, Powell stuck to monetary normalization and hiked rates four times within the year. His aggressive liquidity drain pushed capital costs higher, sending Bitcoin into a prolonged downtrend that bottomed out at $3,000 that December. • 2019: A rebound catalyst from policy pivot Faced with mounting growth headwinds, Powell put rate hikes on hold early in the year and delivered the first rate cut in a decade that July. Liquidity sentiment rebounded instantly, and Bitcoin front-ran the signal to hit a interim peak back in June. • 2020: Massive liquidity injection amid the pandemic crash Following the historic March 312 market meltdown, Powell cut rates to near zero and unleashed unlimited quantitative easing. The unprecedented flood of capital triggered a global asset shortage, directly fueling Bitcoin’s epic bull run into 2021. • 2021: The final rally fueled by lingering easy monetary policy Even as inflation heated up, Powell maintained a dovish stance throughout the year. This window of abundant liquidity backed Bitcoin’s landmark high in April, before notching a new all-time high ahead of the tapering announcement in November. • 2022: Aggressive tightening as an inflation hawk To correct its earlier misjudgment on inflation, the Fed kicked off its most aggressive rate hike cycle in decades starting in March. Global USD liquidity rushed back home, and Bitcoin crumbled under the brutal tightening pressure, hitting a cycle trough in November 2022. • 2023: Targeted liquidity backstop amid the banking crisis Amid the regional bank collapse chaos in March, Powell injected targeted liquidity via special Fed tools. This implicit market backstop restored risk sentiment, and Bitcoin showcased strong safe-haven properties to rally against the trend that month. • 2024: A new cycle ignited by the restart of rate cuts With the rate-cut cycle officially kicking off in September, the liquidity floodgates reopened once again. Strong easing expectations pushed Bitcoin to break its previous high as early as March, rallying all the way to its peak in October 2025. • 2026: Uncertainty lingers as his term draws to a close Powell chaired his final FOMC meeting this April, and his neutral stance heading into departure has left the market clouded with uncertainty. With his official exit due in May, capital turned cautious and retreated, triggering a predictable market pullback. Looking back over these eight years, every major surge and slump in Bitcoin has essentially moved in lockstep with Powell’s interest rate decisions. Now, this defining figure of the era is drawing the curtain on his tenure at the helm.

Marcos Crypto

56,471 Aufrufe • vor 4 Monaten

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.
0:50

2025 reflected a year of coordinated execution. As products expanded and new markets came online, the underlying platform continued to strengthen in step. Here’s what we built in the past 365 days 👇 Launching New Products The Gemini Credit Card evolved with the release of the Bitcoin, Solana, XRP, and American Business versions of the card, allowing our US customers to earn rewards in crypto, and additional benefits for businesses.* We launched the Gemini Wallet, giving users a powerful self-custody wallet to have more control over their digital assets and manage their finances onchain. In the European Union (EU), Gemini launched Tokenized Stocks**, bringing the world’s leading equities onto the blockchain with zero trading fees. We added Gemini Perpetuals** in the EU, putting the power of crypto derivatives with up to 100x leverage in the hands of advanced traders, and have continued to expand the number of perpetual contracts available – opening up new trading opportunities in memecoins, DeFi, and beyond. In Europe, users gained the ability to stake*** their ETH and SOL, unlocking the potential to earn rewards of up to 6% APR**** on their holdings. In Singapore, we launched Index Perpetual Contracts and expanded the available cross collateral funding options. We also made funding faster for Singapore users by adding PayNow and FAST. We introduced USD rails to our UK institutional customers, giving them more flexibility in the ways they can trade. Institutional Leadership We strengthened our leadership in institutional custody, including custodying Empery Digital’s $500 million BTC placement and facilitated their bitcoin purchases and derivatives trades. We also introduced the ability to stake SOL from custody for our institutional partners. We worked with Glassnode to produce the Bitcoin Adoption, Volatility, and Market Cap report, showing that bitcoin treasuries now control nearly a third of Bitcoin’s total supply. Company Milestones & Regulation After an IPO on the Nasdaq stock exchange in September, Gemini became a publicly traded company. This year also marked a turning point for Gemini’s global ambitions. In October, Gemini launched in Australia and became AUSTRAC registered to bring industry-leading crypto tools to users down under. We also expanded further into the country by adding AUD banking rails for faster payments and deposits. We opened new offices around the world, including London, hosting an opening party with people from across the industry to celebrate. We also grew our customer service operations with a new office in Scottsdale, Arizona. In the EU, we obtained our Markets in Crypto Assets (MiCA) and Markets in Financial Instruments Directive II (MiFID II) licences, allowing us to bring our services to millions more across the region. Fostering a Global Community From DAS New York and Paris Blockchain Week, to TOKEN2049 in Singapore and the Australian Crypto Convention in Sydney, the Gemini team met local communities around the world. In March, we set a Guinness World Record for the largest aerial display of a currency symbol with a drone show at South by Southwest in Texas. In May, we teamed up with MARA Holdings to mine the Bitcoin “pizza block”, a tribute to the first real-world purchase using bitcoin. At BTC Vegas, we gave orange Tesla Cybertrucks to two lucky winners, while at BTC Amsterdam, we awarded a custom Bitcoin Apex Flare 4 Bike to a new customer. We left our mark on Amsterdam too, by biking around the city in the shape of a Bitcoin “₿” and decking out the city’s trams with our signature colors. The Gemini team also headed to Real Bedford football club to give out free pizza and merch to fans at the final match of the season, and celebrated the team’s promotion to Premier Division Central. Looking to the Future As we look to 2026, our focus has never been clearer. We plan to build on the successes of this year and continue offering secure and reliable access to digital assets, by pushing further with new product launches, deepened institutional ties, and an expanded presence in the EU and APAC. We’re proud of what we built and scaled in 2025 – and this was just the beginning. Onward and upward, Team Gemini Full recap here: * Gemini-branded credit products are issued by WebBank. ** Perpetuals and Tokenized Stocks are offered by Gemini Intergalactic EU Artemis, Ltd, which is authorised and regulated by the MFSA under the Investment Services Act to offer certain services under the Markets in Financial Instruments Directive (MiFID II) to institutions and traders. Perpetuals and tokenized stocks are complex instruments that carry a high risk of loss and are not appropriate for all investors. You should consult a licensed advisor before engaging in any transaction. Tokenized stocks are manufactured by Dinari, Inc. *** Staking services are offered by Gemini Intergalactic EU, Ltd., but are not regulated activities and are not subject to regulatory oversight, conduct of business rules, or investor protection requirements established under Markets in Crypto Assets Act. **** APRs are indicative only and may change at any time. All investments involve risk, including possible loss of capital. For more information, please refer to your User Agreement with the relevant Gemini entity.

Gemini

45,129 Aufrufe • vor 8 Monaten

$MONG OVERVIEW Intro: $MONG was the first meme community created by anti-crypto US Congressman Brad Sherman in one of the funniest speeches of all time. $MONG represents a meme-centric, pro-crypto movement in direct irony with Brad’s views. History: The MONG community formed in late 2021 after Brad’s hilarious congressional speech. The community grew exponentially and drew tons of attention across the web3 industry. Around this time, an established NFT company called META COLLECT decided to get involved and released MONGS NFT. The NFTs were an instant success, minting out in 16 minutes. Unfortunately, the original token the community rallied around was rugged by an anonymous dev who has since done the same to hundreds of other tokens. Instead of completely disbanding, the community rallied around Meta Collect and the NFTs. Meta Collect continued to work through the crypto bear market in 2022 & 2023 to bring value to holders, with plans to re-launch $MONG, this time supported by a doxed and reputable team. In mid-2023 they launched $MONG, which was an immediate success running up to a $240 million mc, second to only $PEPE in a mini-bull market. Bear market conditions followed market-wide, but the team and community kept working despite the usual fud due to prices decreasing. Over the past few months, significant development has occurred and $MONG is primed for a massive run in the next major bull market. Mongs NFTs(MONGS NFT): The NFTs were released nearly two years ago and have done over 2,300 ETH in volume on OpenSea. The release was a resounding success as they were minted out in 16 minutes in an extremely fair launch. Everyone who wanted to participate could – no gas wars, no doing backflips for a whitelist spot, and a low mint price. The NFTs pair perfectly with the MONG meme, including; crypto coins, hamsters, cobras, mongress backgrounds, and much more. They are genuinely on-theme and are a collector's dream with numerous, recognizable rare traits. The NFTs are a vital part of the MONG ecosystem and will be incorporated into Kudoe (KDOE) web3 game. There have also been multiple coin claims for NFT holders with plenty more coming. Credit to Jon Trafford for the excellent artwork on these! Mong Ordinals: The team was ahead of the curve on Bitcoin Ordinals and inscribed a collection of 420 Royal Mongs under 100k inscriptions! Check them out here: MONG X Spaces: Run by the best spacehost in web3 Rep. Ryan. Every week multiple official and non-official spaces drive excellent community engagement, especially considering we’re still in somewhat of a bear market. There’s a weekly AMA space where all updates are discussed and anyone can ask questions with @toolegitcypto, one of the founders. There are also numerous collab spaces with other exciting projects. Meta Collect: The team behind the entire MONG ecosystem, check them out here: They have an awesome IRL NFT art gallery. MONG Swap – powered by $COBRA: Safe and easy DEX, especially for those new to web3. Only well-intentioned projects are hard-coded into the swap. No more copying/pasting complicated contract addresses. Check it out here: MONG Pairs: The mong community is filled with talented individuals capable of starting their own projects paired with MONG. They are all easily acquired via Mong Swap. More projects will be added soon; here’s a brief list of current pairs/partners. $COBRA – Utility token for Mong Swap $HAMSTR – Degeneracy, community, NFTs $CONG – MONG community coin and DAO with a pro-crypto mission $CMON – Web 3 Casino, poker events. $KDOE – Web 3 Gaming $MING – Staking, scaling, NFTs MONG Anthem: Incredible meme anthem created by the talented 1MPROV. Over 10,000 streams to date on Spotify. View on YouTube here: IRL MONG Events: See highlights of the most recent event here; I’m loving the giant mural of a dope Mong NFT at the event by Toyinvades: Mong Tools: Everything useful in the mong ecosystem, created by Mongalorian – check it out here: Mong Army: Website created by $JUICErocket🚀🚀🚀🔥🔥 to track everything mong related: Letters to Brad: National Attention: Brad has shouted us out in his famous congressional hearing and then again this year on CNBC: Jedi Mongs: OG Mongs recently gave away awesome signet rings to dedicated community members: Support from OG Crypto Legend Crypto Bitlord Illumongati coming soon… #MONGLIFE
0:51

$MONG OVERVIEW Intro: $MONG was the first meme community created by anti-crypto US Congressman Brad Sherman in one of the funniest speeches of all time. $MONG represents a meme-centric, pro-crypto movement in direct irony with Brad’s views. History: The MONG community formed in late 2021 after Brad’s hilarious congressional speech. The community grew exponentially and drew tons of attention across the web3 industry. Around this time, an established NFT company called META COLLECT decided to get involved and released MONGS NFT. The NFTs were an instant success, minting out in 16 minutes. Unfortunately, the original token the community rallied around was rugged by an anonymous dev who has since done the same to hundreds of other tokens. Instead of completely disbanding, the community rallied around Meta Collect and the NFTs. Meta Collect continued to work through the crypto bear market in 2022 & 2023 to bring value to holders, with plans to re-launch $MONG, this time supported by a doxed and reputable team. In mid-2023 they launched $MONG, which was an immediate success running up to a $240 million mc, second to only $PEPE in a mini-bull market. Bear market conditions followed market-wide, but the team and community kept working despite the usual fud due to prices decreasing. Over the past few months, significant development has occurred and $MONG is primed for a massive run in the next major bull market. Mongs NFTs(MONGS NFT): The NFTs were released nearly two years ago and have done over 2,300 ETH in volume on OpenSea. The release was a resounding success as they were minted out in 16 minutes in an extremely fair launch. Everyone who wanted to participate could – no gas wars, no doing backflips for a whitelist spot, and a low mint price. The NFTs pair perfectly with the MONG meme, including; crypto coins, hamsters, cobras, mongress backgrounds, and much more. They are genuinely on-theme and are a collector's dream with numerous, recognizable rare traits. The NFTs are a vital part of the MONG ecosystem and will be incorporated into Kudoe (KDOE) web3 game. There have also been multiple coin claims for NFT holders with plenty more coming. Credit to Jon Trafford for the excellent artwork on these! Mong Ordinals: The team was ahead of the curve on Bitcoin Ordinals and inscribed a collection of 420 Royal Mongs under 100k inscriptions! Check them out here: MONG X Spaces: Run by the best spacehost in web3 Rep. Ryan. Every week multiple official and non-official spaces drive excellent community engagement, especially considering we’re still in somewhat of a bear market. There’s a weekly AMA space where all updates are discussed and anyone can ask questions with @toolegitcypto, one of the founders. There are also numerous collab spaces with other exciting projects. Meta Collect: The team behind the entire MONG ecosystem, check them out here: They have an awesome IRL NFT art gallery. MONG Swap – powered by $COBRA: Safe and easy DEX, especially for those new to web3. Only well-intentioned projects are hard-coded into the swap. No more copying/pasting complicated contract addresses. Check it out here: MONG Pairs: The mong community is filled with talented individuals capable of starting their own projects paired with MONG. They are all easily acquired via Mong Swap. More projects will be added soon; here’s a brief list of current pairs/partners. $COBRA – Utility token for Mong Swap $HAMSTR – Degeneracy, community, NFTs $CONG – MONG community coin and DAO with a pro-crypto mission $CMON – Web 3 Casino, poker events. $KDOE – Web 3 Gaming $MING – Staking, scaling, NFTs MONG Anthem: Incredible meme anthem created by the talented 1MPROV. Over 10,000 streams to date on Spotify. View on YouTube here: IRL MONG Events: See highlights of the most recent event here; I’m loving the giant mural of a dope Mong NFT at the event by Toyinvades: Mong Tools: Everything useful in the mong ecosystem, created by Mongalorian – check it out here: Mong Army: Website created by $JUICErocket🚀🚀🚀🔥🔥 to track everything mong related: Letters to Brad: National Attention: Brad has shouted us out in his famous congressional hearing and then again this year on CNBC: Jedi Mongs: OG Mongs recently gave away awesome signet rings to dedicated community members: Support from OG Crypto Legend Crypto Bitlord Illumongati coming soon… #MONGLIFE

Representative Mongo

29,619 Aufrufe • vor 2 Jahren

🚨THE SPACEX IPO TRAP BEGINS ON DAY 15 $SPCX debuted June 12, closed around $161 (+19%), market cap north of $2T. Retail's hyped. Headlines everywhere. But the real play was never the price. It's the calendar. Nasdaq quietly rewrote its rules: the largest IPOs (top-40 by market cap) now enter the Nasdaq-100 after just 15 trading sessions — not the usual ~3 months. → SPCX lands in the index around early July → every fund that tracks it (QQQ + the rest) is then forced to buy, price-blind → analysts estimate $20B+ in automatic buying → all of it hitting a stock with a ~3–4% free float Low supply meets a wall of forced demand. THAT's "Day 15." That's where retail piles back in — right at the top of the forced buying. That's where the trap snaps shut. But the float is that thin for a reason: → ~96% is locked in insider hands → those lock-ups expire in tranches, quarter by quarter → supply drips back into the market exactly while retail is holding and hoping That's why the hyped ones rarely crash in a day. They bleed. Look at the charts 👇 Tesla's own IPO in 2010 popped, then drifted for weeks before it found a floor. And in 2020, when Tesla got force-fed into the S&P 500, index funds had to buy tens of billions — the run happened BEFORE inclusion, then it chopped for months. Same director. Same script. Bigger budget. I'll keep tracking how this plays out — before it gets obvious. Follow + turn on notifications (Not investment advice. Do your own research)
0:27

🚨THE SPACEX IPO TRAP BEGINS ON DAY 15 $SPCX debuted June 12, closed around $161 (+19%), market cap north of $2T. Retail's hyped. Headlines everywhere. But the real play was never the price. It's the calendar. Nasdaq quietly rewrote its rules: the largest IPOs (top-40 by market cap) now enter the Nasdaq-100 after just 15 trading sessions — not the usual ~3 months. → SPCX lands in the index around early July → every fund that tracks it (QQQ + the rest) is then forced to buy, price-blind → analysts estimate $20B+ in automatic buying → all of it hitting a stock with a ~3–4% free float Low supply meets a wall of forced demand. THAT's "Day 15." That's where retail piles back in — right at the top of the forced buying. That's where the trap snaps shut. But the float is that thin for a reason: → ~96% is locked in insider hands → those lock-ups expire in tranches, quarter by quarter → supply drips back into the market exactly while retail is holding and hoping That's why the hyped ones rarely crash in a day. They bleed. Look at the charts 👇 Tesla's own IPO in 2010 popped, then drifted for weeks before it found a floor. And in 2020, when Tesla got force-fed into the S&P 500, index funds had to buy tens of billions — the run happened BEFORE inclusion, then it chopped for months. Same director. Same script. Bigger budget. I'll keep tracking how this plays out — before it gets obvious. Follow + turn on notifications (Not investment advice. Do your own research)

Kirill

56,418 Aufrufe • vor 2 Monaten

Just launched $ZINDEX, the S&P 500 of Zora. One token that actually holds the top creator coins under the hood. Weighted by market cap, rebalanced regularly. Powered by Reserve 🌐. Here’s how it works. Problem: The hardest part of creator coins isn’t access, it’s choosing. Choosing who to buy, when to buy, when to sell, and constantly rotating as narratives change. Solution: $ZINDEX removes that entire decision loop. It’s an onchain index token that owns the underlying Zora creator coins, packaged into a single token. Instead of buying and selling individual creators, you own the basket itself. Note that this is different than other "indexes" that are essentially just trackers. By holding $ZINDEX, you actually own the underlying assets. Weights: Weights are set by a transparent square-root market cap formula and rebalanced over time so the index stays representative as creators rise, fade, and new ones emerge. One token. No coin-picking. No constant rotation. How we chose the blue chip basket: We looked at the top 50 Zora coins and included ones that meet these criteria: - Age: 100+ days - Total volume: $500k+ - 30d volume: $100k+ - 7d volume: $20k+ The only exception was $jesse, which we added bc it is currently #1. And also it’s Jesse. We currently have 11 tokens in the basket, and plan to add more as the market grows. Governance: $ZINDEX is governed by $CREATOR. Vote-lock $CREATOR in order to: - Vote on biweekly rebalances - Determine what coins get added or removed from the basket as the market evolves. - Vote-lockers get 10% of all fees generated by $ZINDEX minting and TVL fees -- Every capital market eventually solves choice with an index. $ZINDEX is that solution for Zora.
0:34

Just launched $ZINDEX, the S&P 500 of Zora. One token that actually holds the top creator coins under the hood. Weighted by market cap, rebalanced regularly. Powered by Reserve 🌐. Here’s how it works. Problem: The hardest part of creator coins isn’t access, it’s choosing. Choosing who to buy, when to buy, when to sell, and constantly rotating as narratives change. Solution: $ZINDEX removes that entire decision loop. It’s an onchain index token that owns the underlying Zora creator coins, packaged into a single token. Instead of buying and selling individual creators, you own the basket itself. Note that this is different than other "indexes" that are essentially just trackers. By holding $ZINDEX, you actually own the underlying assets. Weights: Weights are set by a transparent square-root market cap formula and rebalanced over time so the index stays representative as creators rise, fade, and new ones emerge. One token. No coin-picking. No constant rotation. How we chose the blue chip basket: We looked at the top 50 Zora coins and included ones that meet these criteria: - Age: 100+ days - Total volume: $500k+ - 30d volume: $100k+ - 7d volume: $20k+ The only exception was $jesse, which we added bc it is currently #1. And also it’s Jesse. We currently have 11 tokens in the basket, and plan to add more as the market grows. Governance: $ZINDEX is governed by $CREATOR. Vote-lock $CREATOR in order to: - Vote on biweekly rebalances - Determine what coins get added or removed from the basket as the market evolves. - Vote-lockers get 10% of all fees generated by $ZINDEX minting and TVL fees -- Every capital market eventually solves choice with an index. $ZINDEX is that solution for Zora.

CreatorDAO 🚀

29,104 Aufrufe • vor 8 Monaten

$521.50 per MSTR. This is my current base case for Strategy's price by March 31, 2028, calculated using Strategy Simulator. The calculation is based on 7 input assumptions used to produce the price. I provide each of my assumptions and the rationale for each below. 1) Bitcoin price: $126,000 I chose March 2028 because I assume BTC will return to its old all-time high at or before this date, as it did in March 2024 in the previous cycle. Bull and bear cycles are muting, but also accelerating. The bulk of a bull cycle's gains and losses are now happening well before the post-halving year. Given we're at the cycle 200WMA, the power law floor, and we tend to bottom near midterms, I believe we will make an accelerated return to the previous high within the next 18 months, aided by capital rotation out of AI. This will be followed by months of chop close to that level, like in 2024. 2) mNAV: 2.0 This is in the realm of Strategy's bull market EV mNAV based on data from last cycle. In the particular months when it broke all-time highs, EV mNAV could expand as high as 2.5X. I do not doubt that people will buy in at 1.5X to 2.5X premiums again as BTC continues ripping: in a bull market, FOMO is a helluva drug. 3) Fully Diluted Shares Outstanding: 696.7M Since the start of 2023, Strategy has increased MSTR's share count at a rate of 40.5% per year. I assume this rate continues, moving from 402M shares today to 696M by March 2028. 4) Cost of Capital: 12% I assume Strategy will return STRC to par and begin heavy issuance again in the near future. I predict they will use proceeds from STRC to retire their convertible debt and all other preferred instruments, as was alluded into in Strategy's last earnings call, bringing their overall cost of capital to a blended, uniform 12%, as reflected by the current STRC dividend rate. I don't expect this rate to change soon. 5) The Balance Sheet Senior Claims: $95.79B Bitcoin Reserve: 2,058,409 BTC USD Reserve: $28.79B Here it gets really crazy. We have two clues from management as to how much STRC they'd like to issue at any given time. Firstly, they'd like to target a 90/10 BTC-to-USD split. Secondly, they'd like to target a range 2 to 3 years of USD coverage. Based on these clues, we can calculate how much STRC Strategy will issue based on how big we expect their balance sheet to get - using my previous assumptions of Bitcoin price, mNAV, and share issuance. It gets rather complex after that, since the amount of STRC issued also impacts the balance sheet assets - so it's a reflexive relationship. Running the numbers through Claude, these figures work out to the above. The numbers may seem astronomical now, but I daresay they're likely given how fast Strategy has proven it can accumulate BTC now - even in a bear market. Strategy is becoming a "MonSTR" and will likely be a growing method by which people get their BTC exposure going forward. I expect the business model to grow and continue to be validated (yet misunderstood) with time.
1:17

$521.50 per MSTR. This is my current base case for Strategy's price by March 31, 2028, calculated using Strategy Simulator. The calculation is based on 7 input assumptions used to produce the price. I provide each of my assumptions and the rationale for each below. 1) Bitcoin price: $126,000 I chose March 2028 because I assume BTC will return to its old all-time high at or before this date, as it did in March 2024 in the previous cycle. Bull and bear cycles are muting, but also accelerating. The bulk of a bull cycle's gains and losses are now happening well before the post-halving year. Given we're at the cycle 200WMA, the power law floor, and we tend to bottom near midterms, I believe we will make an accelerated return to the previous high within the next 18 months, aided by capital rotation out of AI. This will be followed by months of chop close to that level, like in 2024. 2) mNAV: 2.0 This is in the realm of Strategy's bull market EV mNAV based on data from last cycle. In the particular months when it broke all-time highs, EV mNAV could expand as high as 2.5X. I do not doubt that people will buy in at 1.5X to 2.5X premiums again as BTC continues ripping: in a bull market, FOMO is a helluva drug. 3) Fully Diluted Shares Outstanding: 696.7M Since the start of 2023, Strategy has increased MSTR's share count at a rate of 40.5% per year. I assume this rate continues, moving from 402M shares today to 696M by March 2028. 4) Cost of Capital: 12% I assume Strategy will return STRC to par and begin heavy issuance again in the near future. I predict they will use proceeds from STRC to retire their convertible debt and all other preferred instruments, as was alluded into in Strategy's last earnings call, bringing their overall cost of capital to a blended, uniform 12%, as reflected by the current STRC dividend rate. I don't expect this rate to change soon. 5) The Balance Sheet Senior Claims: $95.79B Bitcoin Reserve: 2,058,409 BTC USD Reserve: $28.79B Here it gets really crazy. We have two clues from management as to how much STRC they'd like to issue at any given time. Firstly, they'd like to target a 90/10 BTC-to-USD split. Secondly, they'd like to target a range 2 to 3 years of USD coverage. Based on these clues, we can calculate how much STRC Strategy will issue based on how big we expect their balance sheet to get - using my previous assumptions of Bitcoin price, mNAV, and share issuance. It gets rather complex after that, since the amount of STRC issued also impacts the balance sheet assets - so it's a reflexive relationship. Running the numbers through Claude, these figures work out to the above. The numbers may seem astronomical now, but I daresay they're likely given how fast Strategy has proven it can accumulate BTC now - even in a bear market. Strategy is becoming a "MonSTR" and will likely be a growing method by which people get their BTC exposure going forward. I expect the business model to grow and continue to be validated (yet misunderstood) with time.

Strategy Simulator

15,833 Aufrufe • vor 13 Tagen

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
3:36

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

171,344 Aufrufe • vor 4 Monaten

.Paul Prager’s TeraWulf just signed a $19B, 20-year Anthropic lease, and says bitcoin mining is firmly behind them. Franklin Crypto’s Seth Ginns breaks down the disconnect between prices and fundamentals, with Hyperliquid, Uniswap, and Chainlink in focus. Plus, Steve Gregory of Binance.US 🇺🇸 is back from two years of hibernation with near-zero fees and eyes on 20% U.S. market share. Watch Public Keys at the NYSE 🏛 with Jenn Sanasie. 00:00 Welcome to Public Keys 00:29 Bitcoin Holds at $63K Through Iran Strikes and Fed Repricing 00:48 SK Hynix Slumps 15%, Kospi Drops 9% After Nasdaq Debut 01:05 Bitcoin Miners Pivot to AI: TeraWulf's $19B Anthropic Lease 01:22 TeraWulf Co-Founder Paul Prager Joins Public Keys 02:06 Selling Abernathy and Recycling Capital 03:24 Timeline and Execution Risks: Building to Full Capacity by 2028 04:48 TeraWulf Exits Bitcoin Mining — For Good 05:43 AI Data Centers, Power Demand, and Community Impact 08:23 Not All Megawatts Are Created Equally 10:20 Franklin Crypto Launches; Seth Ginns Joins Public Keys 12:12 Prices Down, Fundamentals Up: The TradFi-Crypto Disconnect 12:46 Catalysts: Robinhood Chain, OUSD, and Tokenized Equities 16:30 Token Value Capture: The Next Institutional Focus 17:27 Hyperliquid, Lighter, and Legacy Tokens to Watch 19:59 BTC and ETH ETFs Snap Eight-Week Outflow Streak 21:47 Binance US CEO Stephen Gregory Joins Public Keys 22:50 Back From Hibernation: Near-Zero Fees and Path to 20% Share 25:42 Market Outlook: Closer to the Bottom Than the Top 27:54 Fear & Greed at 28; Thank You! See You Next Week
28:31

.Paul Prager’s TeraWulf just signed a $19B, 20-year Anthropic lease, and says bitcoin mining is firmly behind them. Franklin Crypto’s Seth Ginns breaks down the disconnect between prices and fundamentals, with Hyperliquid, Uniswap, and Chainlink in focus. Plus, Steve Gregory of Binance.US 🇺🇸 is back from two years of hibernation with near-zero fees and eyes on 20% U.S. market share. Watch Public Keys at the NYSE 🏛 with Jenn Sanasie. 00:00 Welcome to Public Keys 00:29 Bitcoin Holds at $63K Through Iran Strikes and Fed Repricing 00:48 SK Hynix Slumps 15%, Kospi Drops 9% After Nasdaq Debut 01:05 Bitcoin Miners Pivot to AI: TeraWulf's $19B Anthropic Lease 01:22 TeraWulf Co-Founder Paul Prager Joins Public Keys 02:06 Selling Abernathy and Recycling Capital 03:24 Timeline and Execution Risks: Building to Full Capacity by 2028 04:48 TeraWulf Exits Bitcoin Mining — For Good 05:43 AI Data Centers, Power Demand, and Community Impact 08:23 Not All Megawatts Are Created Equally 10:20 Franklin Crypto Launches; Seth Ginns Joins Public Keys 12:12 Prices Down, Fundamentals Up: The TradFi-Crypto Disconnect 12:46 Catalysts: Robinhood Chain, OUSD, and Tokenized Equities 16:30 Token Value Capture: The Next Institutional Focus 17:27 Hyperliquid, Lighter, and Legacy Tokens to Watch 19:59 BTC and ETH ETFs Snap Eight-Week Outflow Streak 21:47 Binance US CEO Stephen Gregory Joins Public Keys 22:50 Back From Hibernation: Near-Zero Fees and Path to 20% Share 25:42 Market Outlook: Closer to the Bottom Than the Top 27:54 Fear & Greed at 28; Thank You! See You Next Week

CoinDesk

56,251 Aufrufe • vor 1 Monat

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant
40:09

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

527,636 Aufrufe • vor 2 Monaten

This week we’ve set the standard for what you can expect from us, broken records, and changed lives. We’re only just heading into week 3 of our 2024 strategy, and it’s time to dive in a little deeper into what’s expected next week. 𝗟𝗮𝘂𝗻𝗰𝗵𝗲𝘀: We’re preparing for some of our biggest launches yet - both NFTs and tokens. Both of which will offer exclusive opportunities for $PRNT holders, as well as airdrops based on their holdings. We are setting the bar high, and revamping our launchpad to include new, exclusive features, set for our next launch. 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Our ecosystem-wide incentive with ANYBODIES is just getting started. We’ve had some of the biggest projects on SOL (and ETH) apply. That’s all about to ramp up, hard. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: We’ll be communicating updates on the development of our next product, by $PRNT, for Solana - we’ve scoured the market to see what’s out there, and we’re confident we’re about to deliver something that doesn’t yet exist, but will change lives. All in all, the goal for $PRNT in 2024 is to become the 𝗳𝗿𝗼𝗻𝘁 𝗿𝘂𝗻𝗻𝗲𝗿 on Solana, ensuring that not only our holders’ lives are changed, but that we provide a service to the chain that made us, Solana. 2024 is our year, and we are not holding back. Get ready for more.
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This week we’ve set the standard for what you can expect from us, broken records, and changed lives. We’re only just heading into week 3 of our 2024 strategy, and it’s time to dive in a little deeper into what’s expected next week. 𝗟𝗮𝘂𝗻𝗰𝗵𝗲𝘀: We’re preparing for some of our biggest launches yet - both NFTs and tokens. Both of which will offer exclusive opportunities for $PRNT holders, as well as airdrops based on their holdings. We are setting the bar high, and revamping our launchpad to include new, exclusive features, set for our next launch. 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Our ecosystem-wide incentive with ANYBODIES is just getting started. We’ve had some of the biggest projects on SOL (and ETH) apply. That’s all about to ramp up, hard. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: We’ll be communicating updates on the development of our next product, by $PRNT, for Solana - we’ve scoured the market to see what’s out there, and we’re confident we’re about to deliver something that doesn’t yet exist, but will change lives. All in all, the goal for $PRNT in 2024 is to become the 𝗳𝗿𝗼𝗻𝘁 𝗿𝘂𝗻𝗻𝗲𝗿 on Solana, ensuring that not only our holders’ lives are changed, but that we provide a service to the chain that made us, Solana. 2024 is our year, and we are not holding back. Get ready for more.

$PRNT

11,529 Aufrufe • vor 2 Jahren