JUST IN: 🇺🇸 33 major US companies now oppose having their stocks tokenized on OKX and ICE's planned exchange: • IBM • Dell • Intel • IonQ • AMD • Intuit • Oracle • Adobe • Verizon • Sandisk • Moderna • Alphabet • AppLovin • Microsoft • JPMorgan • Broadcom • Caterpillar • Coca-Cola • Qualcomm • Rocket Lab • CoreWeave • Wells Fargo • McDonald's • Arm Holdings • Cisco Systems • Applied Digital • Western Digital • Goldman Sachs • Applied Materials • Cerebras Systems • Marvell Technology • UnitedHealth Group • Applied Optoelectronics

gold and crypto dumped, AI stocks dumped... man...where tf is the money flowing into?

Dear Bitcoiners, How are you feeling? (Tell me with GIFs only😅)

You watch for grandfather drift into his 90s, lose a few steps, forget things, can’t push a garbage can to the curb - and then he dies. Then you notice your father forgetting things. And you know it’s coming for you too. Some perspective on X.

Hacked and stolen funds are actually bullish...after the initial kneejerk. Because those coins can not be sold 😅 Thats at least how it worked in the early days. Not saying that will happen now.

This is how bull markets start

$SATA losing par and $STRC stealing a share should not discourage you. This will resolve. Not by my wishfull thinking, but from economical incentives. Yield from STRC will be reinvested in SATA because it offers a higher yield AND lowers investors risk thru diverisification.

Different target audience imo. STRC is aimed at institutions/corperates, SATA more at retail. That's why Strategy built up the 3+ year USD runway.

$ASST - most likely candidate for the next DAT panic. $2.1B of debt at a 13% blended rate against $3.4B of BTC. At $50k BTC, the equity has 0 book value while interest still accrues Meanwhile volume has decayed to ~$60M/day against >$1M of interest due per trading day. That is 1.5% of daily volume sold just to service coupons. At volumes from two months ago, it’s 5%. This simply isn't sustainable current mNAV of ~1.75x seems excessively rich and in my view should trade at a discount steady state given the interest burden borne by the equity with both debt instruments now steadily trading below 100 the only way the company can continue buying bitcoin is by selling more common, perfect storm for the common to re-rate to the downside

If I’m not mistaken, you did the same with MSTR. I continue to hold both MSTR and ASST, though obviously in a much smaller proportion compared to BTC. My idea is to sell 2/3 of common equities to buy STRC and SATS, when I deem it appropriate. BTC is untouchable instead imho.

Christine Lagarde stepping down as ECB President 👀

"Bitcoin has no intrinsic value. Gold does!" Oh, does it now? Let me blow your mind: 95% of gold sits in vaults doing absolutely nothing. It's not powering electronics at scale. It's not being worn. It's just... sitting there. Because humans decided it's valuable. That's not intrinsic value. That's monetary premium. The exact same thing Bitcoin has. Except Bitcoin does it better: • Harder to confiscate • Easier to verify • Impossible to counterfeit • Infinitely divisible • Moves at the speed of light across the planet The "intrinsic value" argument is pure copium. If jewelry demand vanished tomorrow, gold would still be valuable—not because you can make circuits with it, but because of its monetary properties. Just like Bitcoin. "Gold will be the reserve currency!" The gold standard failed. You know why? Because governments couldn't print their way out of wars and welfare programs while on it. So they ditched it. They called it "flexibility." I call it theft. "Moderate inflation (~2%) is good!" Good for WHO exactly? Not savers. Not workers. Not anyone whose paycheck is denominated in melting currency. Inflation is a hidden tax. It quietly transfers wealth from you to asset holders and everyone closest to the money printer: governments, banks, the Cantillon crew. "But 2% is harmless!" Really? Compound that over 30 years and your dollar loses about 45% of its purchasing power. But wait, it gets worse. Real monetary expansion runs closer to 6%. At that rate, your dollar loses HALF its value in roughly 12 years. Ouch. Bitcoin fixes this.