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Tom Lee: Insufficient Crypto Liquidity Forces Institutional Hedging Flows Into Strategy In a CNBC interview on November 21, the host highlighted Strategy's 50% decline over the past three months and its 65% drop from the July peak, questioning how closely its selloff is tied to Bitcoin's downturn. Bitmine Chairman...

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36,627 views • 7 months ago •via X (Twitter)

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Tom Lee: Stablecoin Flash Crash Triggered Cascading Liquidations, Sending Bitcoin Into a Tailspin After October 10 In a CNBC interview on November 21, Bitmine Chairman Tom Lee addressed the key question of "what exactly happened on October 10". He explained that a stablecoin on one exchange suddenly dropped to $0.65 due to an internal pricing issue, triggering the ADL auto-deleveraging mechanism and causing cascading liquidations that forced millions of accounts to close within minutes. Lee noted that the incident was a system-wide chain reaction caused by a code-level flaw, which severely damaged market makers'balance sheets, forcing them to shrink capital and further weakening market liquidity—resulting in sustained pressure on crypto assets in the weeks that followed. Source:
1:49

Tom Lee: Stablecoin Flash Crash Triggered Cascading Liquidations, Sending Bitcoin Into a Tailspin After October 10 In a CNBC interview on November 21, Bitmine Chairman Tom Lee addressed the key question of "what exactly happened on October 10". He explained that a stablecoin on one exchange suddenly dropped to $0.65 due to an internal pricing issue, triggering the ADL auto-deleveraging mechanism and causing cascading liquidations that forced millions of accounts to close within minutes. Lee noted that the incident was a system-wide chain reaction caused by a code-level flaw, which severely damaged market makers'balance sheets, forcing them to shrink capital and further weakening market liquidity—resulting in sustained pressure on crypto assets in the weeks that followed. Source:

Wu Blockchain

22,483 views • 7 months ago

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

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

Anthony Scaramucci

247,849 views • 15 days ago

🔥TOM LEE: “THIS DOESN’T LOOK LIKE A 4-YEAR BITCOIN CYCLE.” Lee argues this cycle is behaving differently from every prior Bitcoin cycle: 1️⃣ On-chain activity is rising. ETH addresses, usage, and TVL are moving higher — the opposite of prior cycle tops. 2️⃣ Leverage washout already happened. The October 10 selloff wiped out more leverage than November 2022, effectively front-loading the pain. 3️⃣ The macro cycle doesn’t confirm a peak. Bitcoin has never topped without ISM peaking — yet ISM has been below 50 for 36 straight months. 4️⃣ Inter-market signals don’t align. Every $BTC peak coincided with copper outperforming gold — today, gold is still leading.
2:16

🔥TOM LEE: “THIS DOESN’T LOOK LIKE A 4-YEAR BITCOIN CYCLE.” Lee argues this cycle is behaving differently from every prior Bitcoin cycle: 1️⃣ On-chain activity is rising. ETH addresses, usage, and TVL are moving higher — the opposite of prior cycle tops. 2️⃣ Leverage washout already happened. The October 10 selloff wiped out more leverage than November 2022, effectively front-loading the pain. 3️⃣ The macro cycle doesn’t confirm a peak. Bitcoin has never topped without ISM peaking — yet ISM has been below 50 for 36 straight months. 4️⃣ Inter-market signals don’t align. Every $BTC peak coincided with copper outperforming gold — today, gold is still leading.

Coin Bureau

64,095 views • 5 months ago

Strategy CEO: Bitcoin Will Rise an Average of 21% Per Year Over the Next 21 Years In an interview with What Bitcoin Did on November 28, 2025, Strategy CEO Phong Le discussed Bitcoin's potential performance over the next several years, referencing Michael Saylor's model of "21% annual appreciation for the next 21 years", which he believes is a reasonable long-term expectation. He noted that as long as Bitcoin's long-term returns exceed the S&P 500's 14–15% annualized performance—whether that means 30%, 20%, or even 18%—investors will still benefit.Looking ahead to the next four to five years, he continues to see Bitcoin delivering 40%–50% annualized returns, emphasizing that this growth trajectory is rooted in Bitcoin's fundamentals: non-sovereign nature, technological strength, limited supply, and globally recognized store-of-value properties. Source:
0:54

Strategy CEO: Bitcoin Will Rise an Average of 21% Per Year Over the Next 21 Years In an interview with What Bitcoin Did on November 28, 2025, Strategy CEO Phong Le discussed Bitcoin's potential performance over the next several years, referencing Michael Saylor's model of "21% annual appreciation for the next 21 years", which he believes is a reasonable long-term expectation. He noted that as long as Bitcoin's long-term returns exceed the S&P 500's 14–15% annualized performance—whether that means 30%, 20%, or even 18%—investors will still benefit.Looking ahead to the next four to five years, he continues to see Bitcoin delivering 40%–50% annualized returns, emphasizing that this growth trajectory is rooted in Bitcoin's fundamentals: non-sovereign nature, technological strength, limited supply, and globally recognized store-of-value properties. Source:

Wu Blockchain

26,478 views • 7 months ago

BITCOIN JUST PASSED AN IMPORTANT STRESS TEST Tom Lee says the reason Bitcoin didn’t behave like “digital gold” during the last bout of market turmoil was simple: crypto went through one of the biggest deleveraging events in its history. When leverage unwinds that aggressively, everything gets sold — even assets that are supposed to hedge risk. But that phase may now be behind us. After months of speculation getting flushed out of the system, the market structure is cleaner. And this weekend offered a small but interesting signal: oil spiked on geopolitical tensions… and Bitcoin rallied instead. That’s a different reaction than what we saw during the deleveraging phase. Now Bitcoin is holding above $70K, and the narrative may be shifting back toward what many originally expected -- a scarce asset that can sit alongside gold during periods of global uncertainty. The real question now is whether this was just a short-term bounce... or the start of Bitcoin reasserting its macro role. 📹️: BMNR Bullz
0:56

BITCOIN JUST PASSED AN IMPORTANT STRESS TEST Tom Lee says the reason Bitcoin didn’t behave like “digital gold” during the last bout of market turmoil was simple: crypto went through one of the biggest deleveraging events in its history. When leverage unwinds that aggressively, everything gets sold — even assets that are supposed to hedge risk. But that phase may now be behind us. After months of speculation getting flushed out of the system, the market structure is cleaner. And this weekend offered a small but interesting signal: oil spiked on geopolitical tensions… and Bitcoin rallied instead. That’s a different reaction than what we saw during the deleveraging phase. Now Bitcoin is holding above $70K, and the narrative may be shifting back toward what many originally expected -- a scarce asset that can sit alongside gold during periods of global uncertainty. The real question now is whether this was just a short-term bounce... or the start of Bitcoin reasserting its macro role. 📹️: BMNR Bullz

CryptosRus

35,758 views • 4 months ago

CZ: Simply Holding Bitcoin Is the Best Investment Strategy On December 3rd, during a group media interview at Binance Blockchain Week, Binance founder CZ stated that simply holding Bitcoin over the past decade and more has been the best-performing investment strategy, with its value creation capacity outperforming 99% of start-ups. DATs provide exposure to crypto assets for traditional enterprises unable to directly allocate them, but their fees and operations are highly dependent on the management team and their philosophy. In contrast, models like MicroStrategy's that focus solely on Bitcoin holdings are more straightforward, while DATs engaging in multi-asset portfolios or additional capital allocation carry distinct risk profiles. Video Source: Binance Blockchain Week 2025
1:54

CZ: Simply Holding Bitcoin Is the Best Investment Strategy On December 3rd, during a group media interview at Binance Blockchain Week, Binance founder CZ stated that simply holding Bitcoin over the past decade and more has been the best-performing investment strategy, with its value creation capacity outperforming 99% of start-ups. DATs provide exposure to crypto assets for traditional enterprises unable to directly allocate them, but their fees and operations are highly dependent on the management team and their philosophy. In contrast, models like MicroStrategy's that focus solely on Bitcoin holdings are more straightforward, while DATs engaging in multi-asset portfolios or additional capital allocation carry distinct risk profiles. Video Source: Binance Blockchain Week 2025

Wu Blockchain

54,836 views • 7 months ago

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.
1:06

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

George Noble

133,758 views • 5 months ago

This guy built a trading bot with Claude and made $123,000 on Polymarket His bot makes 103.8 trades per hour, or 1.73 trades per minute, and trades as a systematic high-frequency directional hedging bot on short-term BTC/ETH markets His strategy is simple: > Enters positions at the start of new 5 and 15-min windows at around 0.50 > When the asset starts moving, it adds to the side that becomes more likely according to its signal > Uses the other side as a hedge His Polymarket account: With this strategy, he turned $19,700 into $123,000 in 2.5 months
0:33

This guy built a trading bot with Claude and made $123,000 on Polymarket His bot makes 103.8 trades per hour, or 1.73 trades per minute, and trades as a systematic high-frequency directional hedging bot on short-term BTC/ETH markets His strategy is simple: > Enters positions at the start of new 5 and 15-min windows at around 0.50 > When the asset starts moving, it adds to the side that becomes more likely according to its signal > Uses the other side as a hedge His Polymarket account: With this strategy, he turned $19,700 into $123,000 in 2.5 months

VALIX

15,939 views • 1 month ago

Bitcoin has crossed $100K! 🚀 "Bitcoin has no value." "Bitcoin is a fad." "Bitcoin will go back to zero." These were some of the statements the CoinDCX : India Ka Crypto Coach team frequently heard when we started out in 2018. Even our own friends and family echoed some of these doubts! But having done our research into the core technology, blockchain, and having experienced its potential firsthand, we at CoinDCX remained confident that Bitcoin would revolutionize the world. We took it as a challenge upon ourselves to be India’s crypto coach—educating, empowering, and guiding millions of Indians to #LearnKaroCryptoKaro. A big thank you to all our partners ,community , believers, customers and everyone who took this journey with us! And yes, Bitcoin has faced its share of ups and downs—and it will likely experience some future fluctuations too. But this $100K milestone is a powerful validation of Bitcoin's long-term potential. 🚀 #100KNotOut #Bitcoin
0:37

Bitcoin has crossed $100K! 🚀 "Bitcoin has no value." "Bitcoin is a fad." "Bitcoin will go back to zero." These were some of the statements the CoinDCX : India Ka Crypto Coach team frequently heard when we started out in 2018. Even our own friends and family echoed some of these doubts! But having done our research into the core technology, blockchain, and having experienced its potential firsthand, we at CoinDCX remained confident that Bitcoin would revolutionize the world. We took it as a challenge upon ourselves to be India’s crypto coach—educating, empowering, and guiding millions of Indians to #LearnKaroCryptoKaro. A big thank you to all our partners ,community , believers, customers and everyone who took this journey with us! And yes, Bitcoin has faced its share of ups and downs—and it will likely experience some future fluctuations too. But this $100K milestone is a powerful validation of Bitcoin's long-term potential. 🚀 #100KNotOut #Bitcoin

Sumit Gupta (CoinDCX)

44,346 views • 1 year ago

Cathie Wood Cathie Wood of ARK Invest: Bitcoin was declining relative to gold. It now appears to be bottoming. Gold itself is declining. She is staying bullish. The Bitcoin-to-gold ratio chart she presented on July 2 shows the ratio has held at a floor while gold moved lower. Wood reads this as the start of a resumption of the "volatile but broad uptrend" visible on the long-term chart. The macro context behind the call: in a deflationary tech regime with falling rates, Bitcoin benefits as a risk-on digital store of value. The rotation from gold to Bitcoin is consistent with the broader ARK thesis on financial innovation. Michael Saylor Michael Saylor has made the structural case for Bitcoin over gold more forcefully than anyone - argues Bitcoin's fixed supply and digital properties make it the superior store of value over any multi-year horizon. Bitcoin, gold, and the deflationary thesis: Source: ARK Invest In the Know -
0:31

Cathie Wood Cathie Wood of ARK Invest: Bitcoin was declining relative to gold. It now appears to be bottoming. Gold itself is declining. She is staying bullish. The Bitcoin-to-gold ratio chart she presented on July 2 shows the ratio has held at a floor while gold moved lower. Wood reads this as the start of a resumption of the "volatile but broad uptrend" visible on the long-term chart. The macro context behind the call: in a deflationary tech regime with falling rates, Bitcoin benefits as a risk-on digital store of value. The rotation from gold to Bitcoin is consistent with the broader ARK thesis on financial innovation. Michael Saylor Michael Saylor has made the structural case for Bitcoin over gold more forcefully than anyone - argues Bitcoin's fixed supply and digital properties make it the superior store of value over any multi-year horizon. Bitcoin, gold, and the deflationary thesis: Source: ARK Invest In the Know -

Podcast Alpha

17,024 views • 9 days ago

This was the most critical takeaway from the entire interview, yet no one is talking about it. Saylor’s final point was essentially this: you can’t extrapolate into the future based on historical data when the market structure has fundamentally shifted—and continues to do so. Before the approval of the Bitcoin ETFs (and the strategic emergence of Bitcoin accretive derivatives like MicroStrategy), 99% of the capital in the world didn’t have access to Bitcoin. Now, a significant portion of that capital finally has a viable on-ramp to Bitcoin. Take a moment to really consider the implications of that. In other words, the motorcycle has entered the bicycle race. ( Can I request Saylor on a motorcycle entering a bicycle race, please?) And all of your bicycle race data is worthless. Basically, If you're trading #Bitcoin or $MSTR based on historical data (and by extension, the old market structure), you’ll lose. Don’t just take my word for it—listen to Saylor himself: “the fundamental structure of the market is changing.” As a result, the outcomes will inevitably change too. Beyond that, Saylor’s core advice, shaped by his first four years in Bitcoin, is clear: hold through the volatility, stay solvent, and stick to the winning strategy—buy and hold. Bitcoin is intense, unpredictable, and nothing like the traditional markets. Don’t try to predict the beast that is Bitcoin. Prepare yourself for the roller coaster ahead, hold strong, and above all, enjoy the ride.
2:45

This was the most critical takeaway from the entire interview, yet no one is talking about it. Saylor’s final point was essentially this: you can’t extrapolate into the future based on historical data when the market structure has fundamentally shifted—and continues to do so. Before the approval of the Bitcoin ETFs (and the strategic emergence of Bitcoin accretive derivatives like MicroStrategy), 99% of the capital in the world didn’t have access to Bitcoin. Now, a significant portion of that capital finally has a viable on-ramp to Bitcoin. Take a moment to really consider the implications of that. In other words, the motorcycle has entered the bicycle race. ( Can I request Saylor on a motorcycle entering a bicycle race, please?) And all of your bicycle race data is worthless. Basically, If you're trading #Bitcoin or $MSTR based on historical data (and by extension, the old market structure), you’ll lose. Don’t just take my word for it—listen to Saylor himself: “the fundamental structure of the market is changing.” As a result, the outcomes will inevitably change too. Beyond that, Saylor’s core advice, shaped by his first four years in Bitcoin, is clear: hold through the volatility, stay solvent, and stick to the winning strategy—buy and hold. Bitcoin is intense, unpredictable, and nothing like the traditional markets. Don’t try to predict the beast that is Bitcoin. Prepare yourself for the roller coaster ahead, hold strong, and above all, enjoy the ride.

Mason

141,126 views • 1 year ago

🔥THE DAILY DIVIDEND BOMB: WHY SATA IS BITCOIN'S ULTIMATE SPECULATIVE ATTACK ON THE US DOLLAR🔥 The daily payment frequency of Strive's SATA is a category boundary that converted a preferred stock into a quasi-monetary instrument. SATA is going to function as a Trojan horse into the bond market, letting fixed-income capital finance Bitcoin accumulation without ever having to underwrite Bitcoin. But on top of that, the GENIUS Act, set for full implementation on July 18, 2026, has structurally trapped Tether and Circle in a regulatory cage that SATA-style digital credit operates entirely outside of. This is going to lead to a "milkshake inside the milkshake" framework, where the dollar remains the user interface while the collateral base beneath it migrates from Treasury debt to Bitcoin. This how the emergence of the four-layer capital stack of the emerging monetary architecture is going to play out. Digital capital, digital cash, digital credit, digital equity.
23:35

🔥THE DAILY DIVIDEND BOMB: WHY SATA IS BITCOIN'S ULTIMATE SPECULATIVE ATTACK ON THE US DOLLAR🔥 The daily payment frequency of Strive's SATA is a category boundary that converted a preferred stock into a quasi-monetary instrument. SATA is going to function as a Trojan horse into the bond market, letting fixed-income capital finance Bitcoin accumulation without ever having to underwrite Bitcoin. But on top of that, the GENIUS Act, set for full implementation on July 18, 2026, has structurally trapped Tether and Circle in a regulatory cage that SATA-style digital credit operates entirely outside of. This is going to lead to a "milkshake inside the milkshake" framework, where the dollar remains the user interface while the collateral base beneath it migrates from Treasury debt to Bitcoin. This how the emergence of the four-layer capital stack of the emerging monetary architecture is going to play out. Digital capital, digital cash, digital credit, digital equity.

Adam Livingston

13,451 views • 1 month ago

Debunking the Flat Bitcoin Theory 🧵 In the early days of Bitcoin (2009-2014) there was a massive amount of experimentation and innovation on bitcoin The first NFTs and cryptoart started on Bitcoin The first memecoins started on Bitcoin The first stablecoins and real world assets started on Bitcoin The first dapps started on Bitcoin The first DEX started on Bitcoin The first on-chain governance started on Bitcoin The first crypto degens were playing Satoshi Dice on Bitcoin But then the OP_RETURN wars happened and people like Luke Dashjr vilified innovation and scared builders away resulting in a long period of stagnation (2015-2023) This period of stagnation gave birth to the Flat Bitcoin Theory which infected the minds of nearly everyone The Flat Bitcoin Theory is a belief held by "Flat Bitcoiners" who think that Bitcoin is a boring blockchain that is not capable of the innovative use cases that we see on alt L1s like Ethereum or Solana But thankfully in January 2023 Casey burst onto the scene with the ordinals protocol and one by one people have been waking up from this lie and realizing that Bitcoin is actually multidimensional and capable of everything you could possibly imagine and more Since then Bitcoin has experienced a renaissance of innovation with a new set of builders picking up where the set of OG builders left off Jeremy Lin | 🔄 DotSwap (On Nexus) from @dot_swap has defied all FUD and delivered a trustless liquidity pool style experience on Bitcoin L1 for Runes with zero MEV Stan from Sats Terminal has built an advanced order routing and aggregation engine for Runes trading on Bitcoin L1 Scott 🟠 from radFi has revived the Runes trenches with a token launchpad on Bitcoin L1 that thousands of people use every day Robin | Liquidium from Liquidium | Bitcoin Loans built a Runes and Ordinals lending protocol that has processed hundreds of millions of dollars of volume which proves that DeFi can thrive on Bitcoin L1 domo and Binari from BRC 2.0 and Tagga from Alkanes have been relentlessly pursing a vision for general purpose smart contracts on Bitcoin L1 TO from Pizza Pets built a fully on-chain multiplayer game directly on Bitcoin L1 Ken Liao from built a Bitcoin wallet for interacting with Bitcoin L1 dapps that is so sleek that it puts Ethereum's flagship wallet MetaMask to shame danny huuep from OnChainMonkey® pioneered a new way to store an entire 10K PFP collection on Bitcoin for only $23 that is now widely adopted by hundreds of other Ordinals collections SergeSats has formed the Bitcoin Art Society to preserve Bitcoin's on-chain culture for future generation has dedicated months of his life to ensuring that once a year there is a place where bitcoin builders can gather to celebrate experimentation on bitcoin at Bitcoin Summit Massive decentralized communities like the $DOG Army and Bitcoin Puppets have rallied together to support all of these innovations and champion the Bitcoin ecosystem Do not ever let anyone tell you that Bitcoin is not capable of something or that you must only use Bitcoin in a certain way The Bitcoin network is more secure and robust longterm when it is winning at developer mindshare and blocks are filled with a diverse set of on-chain activity It is up to us, the Ordinals, Runes, and Bitcoin DeFi ecosystem to be stewards of this technology now so go build the most badass applications possible and never stop fighting for innovation on Bitcoin!
13:29

Debunking the Flat Bitcoin Theory 🧵 In the early days of Bitcoin (2009-2014) there was a massive amount of experimentation and innovation on bitcoin The first NFTs and cryptoart started on Bitcoin The first memecoins started on Bitcoin The first stablecoins and real world assets started on Bitcoin The first dapps started on Bitcoin The first DEX started on Bitcoin The first on-chain governance started on Bitcoin The first crypto degens were playing Satoshi Dice on Bitcoin But then the OP_RETURN wars happened and people like Luke Dashjr vilified innovation and scared builders away resulting in a long period of stagnation (2015-2023) This period of stagnation gave birth to the Flat Bitcoin Theory which infected the minds of nearly everyone The Flat Bitcoin Theory is a belief held by "Flat Bitcoiners" who think that Bitcoin is a boring blockchain that is not capable of the innovative use cases that we see on alt L1s like Ethereum or Solana But thankfully in January 2023 Casey burst onto the scene with the ordinals protocol and one by one people have been waking up from this lie and realizing that Bitcoin is actually multidimensional and capable of everything you could possibly imagine and more Since then Bitcoin has experienced a renaissance of innovation with a new set of builders picking up where the set of OG builders left off Jeremy Lin | 🔄 DotSwap (On Nexus) from @dot_swap has defied all FUD and delivered a trustless liquidity pool style experience on Bitcoin L1 for Runes with zero MEV Stan from Sats Terminal has built an advanced order routing and aggregation engine for Runes trading on Bitcoin L1 Scott 🟠 from radFi has revived the Runes trenches with a token launchpad on Bitcoin L1 that thousands of people use every day Robin | Liquidium from Liquidium | Bitcoin Loans built a Runes and Ordinals lending protocol that has processed hundreds of millions of dollars of volume which proves that DeFi can thrive on Bitcoin L1 domo and Binari from BRC 2.0 and Tagga from Alkanes have been relentlessly pursing a vision for general purpose smart contracts on Bitcoin L1 TO from Pizza Pets built a fully on-chain multiplayer game directly on Bitcoin L1 Ken Liao from built a Bitcoin wallet for interacting with Bitcoin L1 dapps that is so sleek that it puts Ethereum's flagship wallet MetaMask to shame danny huuep from OnChainMonkey® pioneered a new way to store an entire 10K PFP collection on Bitcoin for only $23 that is now widely adopted by hundreds of other Ordinals collections SergeSats has formed the Bitcoin Art Society to preserve Bitcoin's on-chain culture for future generation has dedicated months of his life to ensuring that once a year there is a place where bitcoin builders can gather to celebrate experimentation on bitcoin at Bitcoin Summit Massive decentralized communities like the $DOG Army and Bitcoin Puppets have rallied together to support all of these innovations and champion the Bitcoin ecosystem Do not ever let anyone tell you that Bitcoin is not capable of something or that you must only use Bitcoin in a certain way The Bitcoin network is more secure and robust longterm when it is winning at developer mindshare and blocks are filled with a diverse set of on-chain activity It is up to us, the Ordinals, Runes, and Bitcoin DeFi ecosystem to be stewards of this technology now so go build the most badass applications possible and never stop fighting for innovation on Bitcoin!

Leonidas 🧡 $DOG

62,894 views • 10 months ago

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom
3:10

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom

J64

115,060 views • 1 year ago

"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"
0:41

"Bitcoin's probably going towards 10,000, and we need to get MicroStrategy Saylor stopped out. There's only one thing that matters for him right now, Bitcoin has to go up" Mike McGlone on why crypto is in a severe bear market that's just getting started "Cryptos are in a severe, serious bear market and it should continue. Part of it is because we've got a lot of smart people who are not seeing the forest through the trees. The number one thing is rapidly advancing technology, which is bearish because there's an unlimited supply of cryptos" "Now we have to purge those, and we're just getting started. Bitcoin's just one of them. The fact that it's done what it's done this year is a good indication it's probably going towards 10,000" "There's only one thing that matters for Saylor right now, Bitcoin has to go up. And it's going down despite the stock market going up"

The Wolf Of All Streets

167,527 views • 8 days ago

$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC
1:52

$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC

Zaid 🟧

15,021 views • 9 days ago

.David Sacks: Bitcoin Strategic Reserve Will Maximize Long-Term Value of U.S. Holdings "The reason why we need a Bitcoin reserve is that the federal government already owns some. In fact, it obtained around 400,000 Bitcoin over the past decade through criminal and civil forfeitures and seizures. And so the government has to have a strategy for how it deals with this. In the past, the strategy has been simply to sell it in an ad hoc way, almost willy-nilly, and that cost American taxpayers something like $17 billion in lost value. So we want to have a long-term strategy to maximize the value of these holdings. We’ve decided that Bitcoin is scarce, it’s valuable, and it is strategic for the United States to hold on to this as a long-term reserve asset. So that’s the plan with the 200,000 Bitcoin that we believe are in the possession of the federal government. I say 'we believe' because no one really knows for sure since we’ve never had a proper audit. That’s one of the first things this executive order provides: we’re going to do a full government-wide audit to find out what digital assets we actually have so they can be safeguarded and moved into a strategy that maximizes their long-term value."
1:09

.David Sacks: Bitcoin Strategic Reserve Will Maximize Long-Term Value of U.S. Holdings "The reason why we need a Bitcoin reserve is that the federal government already owns some. In fact, it obtained around 400,000 Bitcoin over the past decade through criminal and civil forfeitures and seizures. And so the government has to have a strategy for how it deals with this. In the past, the strategy has been simply to sell it in an ad hoc way, almost willy-nilly, and that cost American taxpayers something like $17 billion in lost value. So we want to have a long-term strategy to maximize the value of these holdings. We’ve decided that Bitcoin is scarce, it’s valuable, and it is strategic for the United States to hold on to this as a long-term reserve asset. So that’s the plan with the 200,000 Bitcoin that we believe are in the possession of the federal government. I say 'we believe' because no one really knows for sure since we’ve never had a proper audit. That’s one of the first things this executive order provides: we’re going to do a full government-wide audit to find out what digital assets we actually have so they can be safeguarded and moved into a strategy that maximizes their long-term value."

Josh Caplan

90,861 views • 1 year ago

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.
0:57

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Milk Road Macro

895,315 views • 1 month ago