I keep seeing this sentiment of "but there's no catalyst for Bitcoin to go up", which I thought about all night and came to the conclusion: that's total bullshit. here's a list 17 of reasons it will go up. 1. AI made a bunch of people disgustingly rich AI companies have minted huge paper wealth. When those people want something more exciting than just holding tech stocks, they look at crypto. 2. SpaceX going public is the largest wealth creation event in American history biggest IPO ever. employees and investors suddenly have liquid stock. some of that money, and even tokenized SpaceX stock itself, and more of it will unlock over time. SpaceX listed at ~$1.77 trillion. Axios noted that was roughly equal to the 29 largest U.S. IPOs since 2000 combined 3. IT'S HAPPENING AGAIN another giant AI company looking to list around october. same idea: new rich people + a hot AI story that crypto can ride. 4. IT'S HAPPENING AGAIN (AGAIN) we don't know when OpenAI's IPO will be but it's likely another $1T+ wealth creation event and will probably happen in 2027. 5. for the first time you can pair real stocks with meme coins on Robinhood’s chain, tokens that track Nvidia, Tesla, Apple, SpaceX can sit in the same pool as joke coins. stocks become the “cash” you trade memes against. this is creating a massive swell of tokenized stocks owned on-chain which has multiple downstream effects. 6. buying crypto is now as easy as buying a stock one app, one swipe, with apple cash. if you're new here, I can understand how that doesn't feel that huge, but my god it is everything. you don’t need to learn wallets, bridge funds, or pick a chain first. that lowering of the barrier to entry makes the TAM of crypto literally 100x larger. 7. privacy is a hot story again Zcash now has a spot ETF. People who want “Bitcoin, but you can hide the transaction if you want” finally have a normal, regulated way to buy it. new story usually means new money. Billionaires feel more threatened than they have in decades (see #8) 8. sovereignty is a hot story again California’s Prop 40 would slap a one-time 5% tax on the whole fortune of residents worth $1B+, even if they leave the state later. It’s on the November ballot, not law yet, but the message is: governments can try to reach paper wealth. that makes self-custody and assets that are hard to freeze more interesting. 9. the stigma around gambling is basically gone Prediction markets, DraftKings, online casinos, memecoins, it’s all treated like entertainment now. when “degeneracy” doesn’t feel dirty, more people are willing to speculate, including in crypto. this is happening at the same time as people getting brutalized in the economy. everyone is loking for an edge. Crypto is where they'll find it. 10. Retirement accounts might get crypto if 401(k)s and advisors get a clearer green light, the slow, boring money that never touched Bitcoin can start dripping in. 11. more than just Bitcoin ETFs now there are funds for ETH, SOL, even Zcash. Advisors who used to only be allowed to buy BTC can put client money into more coins without leaving the brokerage account. 12. banks and Visa/Stripe are building on stablecoins (huge) the GENIUS Act already made dollar-coins a real U.S. product. big banks and payment companies want in. more dollars living on-chain usually lifts the whole crypto market, not just the stablecoin issuers. 13. stablecoins and tokenized stuff are truly being used dollars-on-chain and tokenized T-bills/stocks mean blockchains are becoming pipes for real money, not only casinos. 14. yesterday the SEC said on-chain stocks can trade (Sept 17) for five years, special venues can run automated pools of tokenized U.S. stocks without being treated like a full stock exchange. that’s official a barrier that has kept many more skeptical/fearful participants sidelined from building new technology in our space. 15. CFTC said wallet builders aren’t automatically brokers (Sept 17) if you just write software and don’t hold people’s money or tell them what to buy, you’re not on the hook for whatever users do with it. 16. FOMO/easy apps + giant IPOs + stock-meme combos make people afraid of missing out. the entire bull market will be significantly more visible than it's ever been. Crypto influencers are not just on twitter now. @MINHxDYNASTY, @rasmr_eth, @notthreadguy, @orangie and others will continue to go viral with insane P&Ls to a much broader audience than any cycle before this. that usually shows up late in a rally and can push prices faster 17. People don’t trust the dollar prices keep going up and the government keeps printing/borrowing a lot. bitcoin is the original inflation hedge, and then institutions have torched that, but I believe we will see a flip back to it being an inflation hedge as the dollar continues to weaken. there's always reasons to be bearish. something gets bombed, another war, another tariff... but for the first time in several years we have seen many bearish events that have had near-zero effect on bitcoin's price. FOMC, Clarity fails, oil skyrockets bitcoin no longer cares. and when it doesn't care enough to go down, there's only one direction for it to go in. 📈

Syk has been absolutely nailing the analysis of this bear/early bull cycle and he says alts are primed

back in 2024 this would've sent us into an alt coin euphoria of biblical proportions - people would've been selling their gold at pawn shops to buy DOGE and PEPE - Twitter Spaces would've had 20,000 concurrent listeners - XRP would've hit 1 trillion but somehow people are bearish... smh

channel the doug, for he has been here before.

holy shit 7.74x over 2nd place this week

trying to figure out the best places to put longs that will benefit the most from the inevitable tokenization of stocks - Backpack - NetNet - CRCL - INDEX are what come to mind right away... what am I missing?

I haven't sold any $IMD yet - i think this is a $50 to 70m token in the near future but man, the token metadata issue on this thing is maddening it's called $IMD, $VIBE, AND $FP (Fren Pet) I've bought IMD and seen it change in my metamask to "VIBE" plus it's on Eth mainnet, and there's NFTs BUT the reason it's such a mess is very bullish because the dev is making this project on the same token as his previous project. said another way - @surfcoderepeat didn't use this new project as an opportunity to launch a new token and abandon the old Fren Pet holders, which is extremely endearing and bullish. - launched 2023 on Base as Fren Pet / FP - bridged to Ethereum as a LayerZero OFT (same supply, lock-and-mint) - renamed VIBE (Jan 2026), then Identity.md / IMD (May 2026) the positive part of the naming/branding mess and confusion... is it's likely the reason the price has remained as low as it has and if you're willing to overcome it, there's a slew of people behind you who will likely buy higher once these issues are resolved / more common knowledge

i’m starting to think $1b is FUD

a certain company that we'll call Voldemort has been rumored to be accumulating the solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx token in order to aggressively suppress price while they run coordinated FUD campaigns. but @LaunchOnSF has an irrefutable advantage that Voldemort does not: tokenomics. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx has some of the most appealing tokenomics of any project in the history of crypto. 1. there's no mint authority to dilute you back. 2. there's no VC's to dump on you 3. 60% of fees from the launchpad get harvested, a large share is spent buying solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx on the open market, and those tokens are permanently removed from existence. #3 is why they have such a steep advantage against the incumbent-who-shall-not-be-named. ** to be clear, we do not know for a fact that Voldemort is using this tactic, but it's a commonly cited rumor. this is a thought piece to help explain why, even if it IS in fact happening, that it's more bullish for STONK than it is bearish.** lets continue every time a party buys and sells solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx with malicious intent, the great irony is they are only reducing the total supply of STONK, which on a long enough time horizon will lead to their ultimate success. Current state of things: - original supply: 1,000,000,000 - already burned: ~180m (~18%) in roughly two months since launch - still circulating: ~820m - protocol fees (defillama stonkfun): ~$8.4m / 7d at today's price (~$0.35), that 7d buyback pace retires roughly ~2.3m solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx per day at today's 7d pace you're on track for ~34% of the original 1b gone by dec 31. double that pace and you land near ~50%. how do you beat voldemort when they have enough money to suppress your price? suppression is reversible. burns are not. voldemort can lease price with inventory and fud. they cannot unburn tokens. every day the mint shrinks, the float they have to lean on gets thinner. their cost of keeping a lid on rises, and Voldemort is the one pouring gas on the fire one obvious caveat is that whenever solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx price goes up, that means the effect of the buybacks is weaker, which is part of why Voldemort's buybacks are so weak compared to STONK's rapid deflation. this is the game theory @LaunchOnSF opted into and voldemort didn't design for. fair launch, no VC's, designed to go up with their holders. voldemort can win attention cycles through purchasable influence, but solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx is built to win the float war. if they keep suppressing while the burn accelerates, they're not "winning the chart." instead, they're volunteering to underwrite a thinner future supply for everyone still holding when the campaigns go quiet, assuming you've accumulated when you had the chance. see you at a billy+

man I'm so glad my friends bullied me into grabbing $IMD over the weekend literally no negative sentiment around this project so far is wild social proof and the token price is reflecting that. if one of the projects on top of it goes crazy, IMD is going to reprice rapidly.

g-g-g-Gamified #177 is live! I talk a lot about trading here on X but my Linkedin and YouTube remain fully gaming focused. 3:16 - MMO Comeback | Bullish or Bullshit? 17:31 - Bungie Redemption? | Sentiment Score 30:37 - Microsoft Ads | Red or Green Flag? 42:30 - Choose Your Art Style | What’s the Word? 52:03 - Halo + Activision | Buy or Sell? we kept each topic shorter this week and worked through a lot of topics, was a super fun episode. + a quick Resident Evil review at the end of the show Xbox remains impossible not to talk about feat @vman1234 @chrisheatherly @wills_spang @Parallelgone and Colan Neese piped.video/HbafRdQNAAU

such a pleasant surprise to see CT excited about a game I intro'd this team to @Berna7224 @Kyroh and some other creators earlier this year for their alpha tests there's still hope with projects like this, @GallaxiaStudio, @origins_tcg, @playgigaverse, @onchainheroes, etc.

people forget that $STONK is literally 1.5 months old in that time they've gone from just trying to prove product market fit, to launching 10k tokens+ on some days imagine launching a company and going from nothing to being #1 in your category in 45 days. the fact that there are as few problems as there are with the platform is a goddamn miracle, and extremely impressive and to be able to overcome the incumbent advantage in funding, branding and existing userbase in such a short period of time is mind blowing if they can do this in 45 days, imagine what they can do in 4.5 months billions

somehow we're living in a reality where fucking rasmr is top 2% most logical people on CT right now how the fuck are you guys letting this happen

oh my god i'm going to fucking die it's over

$999m BTC inflows on Sept 21st

after seeing Kalshi's response, what's the verdict?

show me the incentive and I will show you the outcome. yes - ZCAT / KNOTS / RAYCAT lost a bit of steam but the reason I believe in these tokens is not because parabolic up and to the right forever it's because there is mutually aligned incentives nearly guarantee that they will reclaim attention over time (as long as they are #1 in their category) is @Raydium going to stop caring about @RayCat_Solana? unlikely is @LaunchOnSF going to stop caring about @KnotsOnStonk? unlikely is @dogwifcoin going to stop caring about $WIFOUT? unlikely all of these teams want the underlying asset to maintain longterm success because that leads to buying pressure on the paired asset