Diogo Almeida took two years to develop Jev. A true game changer. And then a few Stanford professors took less than a month to outperform it. Competition in this space is insane.

Guy who invented the hotel room: let me uhhh put in no overhead lighting in here whatsoever.. I’m thinking lugubrious

Financial repression doesn’t always begin with forced bond purchases. Sometimes it begins with an attractive financing offer. My new piece looks at WWI’s “borrow and buy” program: how it helped sell government debt, and what happened to bondholders when inflation arrived. alphabetasoup.substack.com/p… Read/share/subscribe

Absolutely phenomenal price action on $NEAR. It's above $5. Now, two questions to ask. 1. Is this the right time to buy for a long term position? Honestly, I don't think so. Narrative is strong, momentum is strong, but markets are going into waves. If you'd want to be building a position, just wait for a correction to come. It will come. Probably comments will say that it will never come, but it will. 2. How about daytrading this asset? Actually, this is a phenomenal one to daytrade, as it's doing clear support/resistance tests on a constant basis. I don't think we'll see much more upside yet, and I'm looking to derisk a little more here in these ranges, but overall. Congratulations.

$ONDO at $0.57674, up 10.5% today, at its highest since November 2025, extending yesterday's 26.5% gain.

$NEAR at $4.987, up 8.7% today, at its highest in more than a year, extending yesterday's 6.0% gain.

Want to update on this: the folks at @tradingview reached out to me and said they've restored all the economic data back to free access by default. This is the right move and I appreciate them taking ownership. Not sure I played any role but they DMed me so I thank them. I will continue using TV. I also apologized for my tweet being posted in anger 😅

Never ₿een this ₿ullish ₿efore

Stroke of a Pen I told Opus 5.5 to read my Bitcoin & monetary-history wikis & make a music video with code only. it used ElevenLabs for the track. Then a swarm of agents storyboarded and coded a 3:23 portrait reel. ~75 shots cut on the beats. Had to do 2 revisions - first the people looked like poorly animated stick figures & it rewrote the rigs. Then I said use matrix code to make it more interesting. Impressive!

Entering Q4 with Markets at ATHs and crypto bottomed. Seek medical assessment if you’re short.

It’s over https://nitter.net/t.co/ySwxJuON1Q

#Bitcoin IF BTC can reclaim this monthly FVG, $94.5K is the next area to watch.

It's that part of the cycle where #Altcoins are going to continue running with brief corrections. Accumulate, Remain patient, Just hold. And you'll be fine.

Two of bitcoins biggest issues are privacy and quantum-resistance. It’s taken a bear market and Zcash to go up 3000% a year for it to be taken seriously. Central banks will need privacy in order to make transactions on the base layer. Scaling is not an issue at the moment as fees are at all time lows.

Bitget reports a $352m hack as new interviews shed light on institutional crypto conviction. Today's Ahead of the Curve Podcast also covers Binance’s Circle investment and a Bitcoin privacy proposal. Listen: podcast.k33.com/

There's a lot of upside to come for $SUI. It barely broke upwards, and technically, I think that we're going to see $1.20 in the coming week.

This week we cover the $352m Bitget hack, Binance’s $100m investment in Circle, new developments in Bitcoin privacy and the CFTC’s push toward tokenized markets. In this week’s deep dive, we look at how institutional investors are approaching crypto. k33.com/research/articles/bi…

#Bitcoin Q3 is coming to a close, and the 3-month line chart doesn’t look too bad. Let’s see where the quarterly close lands.

Despite the rate hike, high bond yields, the ongoing oil crisis, persistent inflation risk and the Bitget hack, Bitcoin looks really strong.

How Bitcoin Reacted to the Bitget Hack - Infographic

$ETH is looking great. I'd like to see a flip of the upper level and hit that as support and we'll be approaching new highs.

$QNT’s on-chain activity stepped up on Sep 16, eight days before its Clearing House headline. 📊 Active addresses topped 870 every day from Sep 16 to 23. From Sep 1 to 15 they never passed 792. 🆕 New addresses ran about 1.8x their Sep 1 to 15 weekday average over the same stretch. 🔀 Price didn’t follow at first: $61.17 on Sep 15, $61.05 on Sep 17. 🏛️ On Sep 24, The Clearing House picked Quant to power its tokenized deposit network. Active addresses hit 2,064 that day, the most since Nov 15, 2025, and price rose 27%. What we don’t know is why Sep 16. Binance announced that day it would drop its QNT/USDC pair. Bank usage of Quant’s network wouldn’t show up in these token metrics either way. What’s your read on Sep 16? Tell us if you spotted a catalyst. 🔗 Track QNT active addresses and new addresses in Sanbase: app.santiment.net/charts/qnt…

Catch up on what happened in Bitcoin & Crypto this week with our latest Crypto Market Roundup. Happy Friday! Subscribe here for more: lnkd.in/eUtwDSsh #BitwiseInEurope #CryptoMarketRoundup

Jeff Gundlach laid out the Fed's dilemma this week: Hike, and the interest bill on all that short-dated debt balloons. Cut, and inflation reignites. He’s right. But I think it’s the wrong framing, and I haven’t seen anyone unpack this properly yet in response. Here’s my take… The US now spends roughly $1trn a year servicing its debt. And with a deficit bigger than the entire interest bill, every dollar of that interest is effectively borrowed. They’re using a new credit card to pay the interest on the old one. Oldest trick in the book. Every cycle the principal gets bigger, the refinancing wall gets bigger, and the liquidity it takes to refinance the debt gets bigger. Once you understand that, the “dilemma” dissolves. There’s only one exit, and it runs through balance sheets. The Fed is already back at it. It has added around $365bn of Treasuries since December, and the line is still climbing. Call it bill buying, call it reserve management... it's the Fed monetizing government paper. But the Fed doesn't want to finance this alone. The real plan is to hand the baton over to the banks. That's what the leverage rule changes in April were for: free up bank balance sheets to absorb Treasuries and, more importantly, to lend. And they are. Bank loans are up almost $1trn in a year. When banks lend or buy government debt, they expand the money supply. And unlike QE, far more of it reaches the real economy. Here's the catch though, and it's the whole game... Banks borrow short and lend long. A flat yield curve does nothing for them. It squeezes the margin on every new loan. So the Fed is still pulling liquidity higher as a bridge, waiting for the one thing that makes the handoff work: a steeper yield curve. And it has to be the right kind of steep. What they need is a bull steepener. Front end falling faster than the long end. Right now we have the opposite problem. Markets saw Warsh's hike coming. Yields are up across the curve, with the 10-year and 30-year hitting their highest since 2007, but the front end has sold off hardest, flattening the curve. Exactly what banks don’t want/need. Warsh delivered last week and signaled more to come. But strip oil out and inflation looks a lot tamer. Core CPI is at 2.4% and still edging lower. This hike was about independence and credibility with the bond market, not broad-based inflation. Which brings us back to oil… Trump wants a deal, and he's saying so openly. Iran has put a road map on the table: a phased reopening of the Strait in exchange for the blockade coming off. And with the midterms less than six weeks away, nobody in Washington wants voters staring at gas prices the way they are right now. We've seen one deal fall apart already this year, so I'm not taking it on faith... but the incentives have never been more aligned.   If the Strait reopens and crude heads lower, headline inflation loses its biggest tailwind and inflation expectations cool. That’s the pressure valve. Warsh has shown the bond market he’s serious. Take oil out of the picture and he has room to stop hiking, then reverse course. The front end rips, the curve bull steepens, and banks finally have the spread to put those freed-up balance sheets to work. Then the dominoes fall… A bull steepener pulls the dollar lower. A weaker dollar lets gold run. And when rates, the dollar and oil are all falling together, that's liquidity rising. Here's why: Every one of those forces the world to hedge. A strong dollar forces anyone with dollar debt or dollar assets to pay up to protect against it. High short rates make it expensive to hedge dollar exposure, which is why foreign buyers like Japan have largely stepped away from Treasuries. Expensive oil forces airlines, shippers and importers to lock up capital in margin just to hedge their fuel bill. When all three ease, that hedging demand falls away and the capital sitting behind it gets released. And released capital doesn't sit still. It gets levered, lent and financialized. But that's only act one... The bigger play is Greenspan, mid-90s. The consensus said above-trend growth had to be inflationary. The consensus was wrong. Greenspan saw what technology was doing to productivity and refused to fight an inflation wave that wasn't coming. Real GDP ran at 4-5% for years. Core CPI held around 2-2.5%. He eased, held his nerve through the boom, and only leaned against it late in the decade. The Nasdaq 100 rose more than 500% from 1996 to 1999. Warsh has made it clear he believes the same thing. Growth without inflation, because productivity lowers the cost of everything it touches. Except this time around the productivity engine is AI and robotics, and it will dwarf what the internet did. That's how you actually escape the debt trap. Not by paying it down. By growing nominal GDP faster than the debt itself. Debt to GDP stops rising, then eventually starts to fall, without a single dollar being paid back. So does the party end when the need for debasement fades? I don't think so. I think it changes shape... In the 90s there was no QE. The Fed’s balance sheet grew mainly to keep up with the economy’s demand for cash. Instead, the liquidity came from the private sector: bank lending, bond markets and a booming IPO market funding the buildout. That's exactly where the banks come back in. Today they’re absorbing government debt so the refinancing gets done. Tomorrow they're lending into the AI capex boom. And that boom is only just getting started. The big four hyperscalers alone are on track to spend more than 2% of US GDP on capex this year, most of it AI. NASA at the height of Apollo peaked at 0.7%. The Manhattan Project at 0.4%. And it's companies footing the bill, not governments, increasingly with borrowed money. If you’ve followed my work for a while, you’ve heard me say this before, and I’ll keep saying it: We’ve spent the last few years teaching AI to think. The next decade is about teaching it to move, see and build. Robots, factories, power plants, grids… and almost none of that hardware exists yet. Someone has to finance it. That’s the banks’ next job. So what does this all mean? Risk assets stop rising on a dollar losing purchasing power (debasement) and start rising on an economy that’s worth more (productivity). Now, act one hinges on the chart below… WTI has spent the whole year coiling inside this large range. It just tested the top of it near $107 and got rejected. So long as crude stays below that downtrend, and especially below $110, act one is on track. If it breaks out and clears $110, it probably means the Strait deal isn't happening. Inflation stays sticky and Warsh loses his cover. That delays act one. It doesn't cancel act two. The debt still needs rolling and the productivity wave is still coming. That’s the playbook as I see it right now. Act one: a Strait deal lands before the midterms, oil moves lower, the curve bull steepens ahead of the Fed, Warsh pauses then reverses, the dollar falls, gold runs, liquidity rises. Act two: the productivity boom takes the wheel and the banks finance it. Watch the yield curve, the dollar and gold for confirmation, then own what outruns debasement now and compounds with productivity later: tech and crypto. The regime changes. The trade doesn’t.

Bitcoin is getting stronger

US 5Y yield is now above the UK 5 year yield First time since April 2024

There's not much different on the picture for #Bitcoin. As long as it remains beneath $84,700, I don't think we'll see much continuation on the markets taking place. Willing to bid if that level flips.

Gibraltar, 25 September 2026 – Coinsilium Group Limited (🇬🇧 $COIN.AQ 🇺🇸 $CINGF the Aquis-quoted digital asset venture builder, is pleased to announce its unaudited consolidated interim financial statements for the six months ended 30 June 2026. aquis.eu/stock-exchange/anno…

In today's Morning Brief, we look at how Bitcoin reacted to the $351M Bitget hack. axeladlerjr.com/how-bitcoin-…

We keep grinding on FOMO as there's a whole new season coming onchain. Sure, there's a lot of momentum happening on the main players, but sooner than later liquidity will go towards the on-chain ecosystem. My main bets: robinhood:0xb9972ca7188e511174947e3936a5315ac7073277, $BOW, cets-on-gold:native, $LONG, $FAZE. Account is 16x since I started with $600 (and have taken that out, general rule!). Follow me here: fomo.family/r/CryptoMichNL

Beyond price: what can on-chain activity and social attention tell us? 📊 Join Suzanne Pace, Institutional Director at Santiment, for an interactive workshop at EASYCON Seoul, hosted by @coiniseasy. Dinner and networking follow. 1 Oct · Workshop 18:00–18:30 KST · Gangnam, Seoul 👉 RSVP: luma.com/EASYSeoul2026

Good morning, How’s everyone doing?

Some of the names I’ve been called in response to this post: “vile kapo,” “self hating Jew,” “disgusting person,” “evil piece of shit,” “waste of life,” “filthy erev rav,” just to name a few, along with desires for harm to come to me and my family. They’re triggered so bad because they perceive me as wishing harm upon Yechiel or his son. That’s not true, even though I believe they hold evil values and have participated in evil acts. I am not a Christian, but I try my best to maintain a Christ-like attitude in the face of such people. Zionists have become entirely blind or numb to how evil it is to say that Palestinians “love death” while Jews “love life.” The purpose of my tweet was to highlight that. This false dehumanization of Palestinians is used to justify their slaughter. They allegedly love death, and teach their children to love death, so when they are murdered it’s because they sought it out. It’s the adult version of a child controlling a weaker child’s hand and asking “why are you punching yourself?” Yechiel and other Zionists have a cause they believe is bigger than themselves. They believe the safety and wellbeing of their people relies on it. So they are willing to fight and die for the land. This is not an inch different from the militants of the Palestinian resistance. Palestinians did not ask for this conflict. It was placed upon them by Britain almost a century ago. If their resistance (be it morally and tactically right or wrong) is a “love of death,” then the Zionists who did seek it out to create and maintain an entho-state on their land “love death” at least as much.

Yechiel Leiter grew up in Scranton, Pennsylvania. He was childhood friends with my father. My father stayed in the United States, became a doctor, saved lives, and kept his children safe. Yechiel moved to an apartheid state and sent his children to serve in the occupying army in an illegally settled conflict zone. If choosing life instead of death means anything real beyond an empty slogan, Yechiel did not choose it.

About the Bitget Protection Fund 🛡️ The Bitget Protection Fund exists for moments like this. It holds 5,500 BTC, approximately $464M at current prices. All fund wallet addresses are public and can be verified on-chain by anyone, at any time. The fund is designated to protect user assets against platform-wide threats such as cybersecurity incidents. Losses from this hot wallet incident after assessment will be borne by the Protection Fund. We will replenish the fund. Details and coverage terms will be announced separately.

It required the total conversion of domestic industry to wartime production, and tremendous invested pride in the national project. We are light years from achieving this coordination today. There is a fantastic book called Freedom's Forge about this that everyone should read.

A strong economy but everything actually sucks ass and people hate it

Bitcoin’s recent drawdown felt significant, but when looking at Bitcoin's history, it has been relatively mild. At its recent low, Bitcoin was ~53% below its all-time high. Previous cycle drawdowns reached: 2011: -93% 2015: -86% 2018: -84% 2022: -77% Volatility is not new to Bitcoin. What’s more notable is that, nearly a year after the 2025 high, this cycle’s drawdown has remained materially shallower than prior major cycles. Bitcoin has always tested conviction through volatility. So far, this cycle has required a lot less of it.

Fed needs to hike 50bps in October

Does a bitcoin dev really deserve such agony for touching a keyboard the wrong way? No victims and never laid a finger on anyone, yet so much suffering must be endured. #FreeSamourai #PardonSamourai

Bitcoin's 3M MVRV momentum just flipped back positive (+7.3%) after sitting below zero all summer. 18 prior flips since 2012. Median return after, applied to today's $84.4K: 1M: +14% → ~$96.6K 3M: +14% → ~$96.6K 6M: +46% → ~$123K 1Y: +111% → ~$178K Any day at +5–10% momentum returned a +59% median over 1Y (~$134K), below the all-days baseline. 1Y win rate after flips: 83%. But 2 of the 3 misses (2021, 2025) are recent. Small sample. Not financial advice. But I'm bullish on Bitcoin here :)

The AI trade is accelerating on record earnings, massive compute demand, and high rental rates for chips. I sat down with @WarrenPies to discuss the under-the-radar indicators he's tracking in the market right now, his favorite sectors and opportunities for the year ahead, and his latest views on the macro setup. This conversation will make you think critically about the AI trade. TIMESTAMPS: 0:00 - Overweight equities 3:30 - Tech-heavy market and AI leadership 5:29 - Macro shocks 11:05 - Low correlations and pair trades 13:37 - Semis and broadening trade 17:35 - GPU availability and rental rates 21:22 - Compute indicators flashing bullish 25:08 - Frontier lab ARR 30:08 - Hyperscalers leadership 32:34 - AI CapEx and the Fed 36:38 - What ends the bull run? 40:32 - Favorite sectors 41:46 - @3F_Research

Wow I can earn 4.5% for 30 years wow I can earn 5% for 30 years wow I can earn 5.5% for 30 years wow I can

Also since 1960, debt to GDP has averaged 63%, and today it is nearly double at more than 120%. I appreciate the "this isn't a sovereign crisis yet" angle and I actually agree with it. But can we stop doing the "average rates since six decades ago" argument?

🗣️ According to our historical crypto trends dashboard, these are how some primary mid to long-term topics are seeing their social volumes fluctuate: On the Rise: 🟢 #Robinhood 🟢 #RWA 🟢 #Privacy Staying Flat: 🟡 #Perps 🟡 #Stablecoins 🟡 #Iran On the Decline: 🔴 #BTCTreasuries 🔴 #ClarityAct 🔴 #Capitulation 🔗 Check out the dashboard any time here! app.santiment.net/social-tre…

Say NO to leaky capital

Please read. Thank you:

"At the end of the bear period the market seems to be immune to further bad news and pessimism. It also appears to have lost its ability to bounce back after severe declines and has every appearance of having reached a state of equilibrium where speculative activities are at low ebb, where offerings do little to depress prices, but where there appears to be no demand sufficient to lift quotations." Robert Rhea, 1932

Since the govt wants lower long end bond yields has anyone considered lowering nominal GDP? No? Okay.

🧐 Microcap season may be here... at least the retail crowd is pushing for it. $EMBER, $MINI, $PAID, $SHROOM and robinhood:0x8d1612b4b78ebf08cfbf01a04fa270ccbb0509a2 are drawing repeat KOL hype as traders rotate down the risk curve. We cover the latest hyped up projects, and the traps. 👇 🔗 Article: app.santiment.net/insights/r…

first fed hike since 2023, the 10-year above 5%, and $BTC is up 11% since the decision

Bitcoin closed at $85,980 with the momentum index at +1.68 — positive for 37 sessions in a row. The model identified this shift in August, before the actual pump. The index spent 57% of 2026 below zero and bottomed at -1.83 before turning in August.

Most of the liquidation risk near $ETH's price is on the long side: $28M of long positions get force-closed within 3% below spot, against $4M of shorts within 3% above. The heaviest level is $21M at 2,608, 2.8% below spot, almost all of it in positions over $1M.

Vlad buying a yacht?

$LINK has four more days until a confirmed buy signal on the 2-week chart. It's not even flashing a green trending dot yet but will most likely in 4 days. Not as early as it was but still seems early enough.

The Mag 7 vs. Bitcoin Mag 7 profits look a lot less heroic when you stop measuring them in melting ice cubes. I converted quarterly operating income for the Mag 7 into BTC using each company’s fiscal period-end Bitcoin close. From each company’s first available 2020 quarter to its latest available quarter in this dataset: NVIDIA: +746.8% Amazon: -24.4% Alphabet: -43.9% Meta: -65.0% Microsoft: -65.6% Apple: -71.1% Tesla: -84.6% Only one company is up in Bitcoin terms: NVIDIA. In dollar terms, every Mag 7 company grew operating income over the window. In Bitcoin terms, 6 of 7 still finished lower. Median BTC-denominated change: -65.0%.

Our roadmap for $STRC: Deeper liquidity, lower volatility, greater predictability and robust asset coverage - create the trust layer for Digital Credit innovation.

Anthropic marketing: We built a god only we can control and gave it a “wet lab” Muse marketing: Heyy girl I know you have dozens of unpaid parking tickets. Let’s get that cleaned up

$BTC started dominating Gold at the February low. Pending buy signal on the 2-week chart. Higher time frames continue to flip bullish.

$NEAR continues to be ultra bullish on the daily chart. Price has surpassed the recent target of $3.973. Eventually a pullback...right? 🤩

…and that is a direct result of the US pursuing a stupid f*cking war in the Mideast 23 years ago. Yet somehow, a quorum of Washington policymakers thinks a SECOND stupid f*cking war in the Mideast would be a smart way to compete with China. What’s the definition of insanity?🤦‍♂️

I'm going to share something new I just learned about Bitcoin returns... I STRONGLY encourage you to follow @_Checkmatey_ From his last newsletter: "... around 3% of all trading days account for 100% of the bull cycle return! In other words, for a classic 3-year long bull market, just 33-days account for the full return profile. All the other days of slightly positive moves are offset by all the negative days, including the nastiest sell-off events. If you’re not invested for those 3% of days, you do not enjoy the fruits of the maximum bull market returns." This brings home what I've been saying. Buy. HODL. Done. Don't trade. Don't try to time. Smash buy if you can stomach it.

Nice move 😆 Israel’s UN ambassador offers the Starlink device to Iranian representative. https://nitter.net/t.co/L85IpDaesi

25bps hike fixes this

holy shit i asked claude to make a video on western civiization

US Government Bonds 10 YR Yield remains bullish on the monthly chart. If the monthly candle were to close today, then 5.208% would be the highest close since June 2006. This fractal suggests higher for longer.

Here's a comparison worth considering: 2015 vs 2026 A similar story. Bear Market downtrend broken to the upside, and even a higher high made in July 2015. And yet, a new low was made in August 2015. By all accounts, the bear market was completely over after Jan 2015, even according to the Halving Cycles Theory. I remain confident that Nov 2026- Jan 2027 will bring a signifcant low, even if that does not best 58k of June 2026.

Gold continues to be bearish on the daily chart. Price closed below the neckline again yesterday. Odds continue to increase of seeing sub $4,000.

If only we could ask Alan Greenspan about how to deal with this debt problem. Oh wait, Greenspan warned about this 20 years ago & 10 years ago, concluding, "Unfortunately, I don't see how we're going to get out of this before we have a crisis." PS: Jamie Dimon agreed with him👇

The last request was ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85. Strong asset, and very likely going to pick up momentum as the AI <> #Crypto convergence will be getting stronger. Quite similar to many other charts. Still yet to break out the range resistance, and once that does, there's a run of 125% possible.

U.S. Dollar Index (DXY) has flipped ultra bullish on the daily chart. Price is being pulled towards the blue line. Longer-term target remains above.

$ADA is still bullish on the daily chart. Price back tested the fourth target box and is resuming off. Flipping resistance into support is __________?

$IWM is still bearish on the weekly chart. Price is closing in on longer-term target one. Signs of a correction were there.

$ONDO has flipped ultra bullish on the daily chart again. Price is up +25% just today. 👀 Higher > Lower

S&P Global Inc ( $SPGI) has been in a bear market since August 2025. Price is back to August 2021 levels. Historically, it's been a good time to buy below it but it's currently bearish on these time frames: Daily, weekly, 2-week, 3-week, and monthly.

Dow Jones is still bearish on the daily chart. There were signs of a reversal: • Bearish divergence • Lower high • Closes below upward trend line Yellow target box inbound.