Crypto news before it trends. On-chain data, market moves and sharp takes. Zero shilling. Building crypto payments for businesses.
Europe
- Tweets 2,746
- Following 1,379
- Followers 539
- Likes 2,806
Pinned Tweet
Most crypto accounts here want to sell you a bag. We won't.
What you get here every day:
• breaking news before it trends
• on-chain data in plain English
• sharp takes on what matters
Day 1 of building the sharpest crypto feed on X. Follow along.
19
56
1,654
🇺🇸 UPDATE: The Fed is seeking public comment on GENIUS Act proposals covering stablecoin reserves, capital requirements and the approval process for Board-supervised issuers.
21
40
384
57,780
More than 95% of Bitcoin has already been mined.
What happens when demand keeps growing and there isn’t enough Bitcoin to go around?
@michaelterpin says the next major supply shock could fuel a Bitcoin supercycle, and eventually put $1 million BTC within reach.
Watch the full conversation on Markets Outlook with @JennSanasie.
00:00 - Michael Terpin Joins Markets Outlook
01:02 - Bitcoin Winter Is Here: Why the Bull Market Has Begun
02:40 - The Four Seasons of Bitcoin, Explained
04:45 - The Path to $120K Bitcoin
06:02 - Does the AI Trade Make This Cycle Different?
07:34 - When Bitcoin Breaks From Risk Assets
08:52 - The 2028-29 Cycle Collision
10:39 - Why Million-Dollar Bitcoin Needs a Supercycle
12:58 - Brand New Rails: Why Fixed Income Beats Equities for Tokenization
16:12 - Million-Dollar Bitcoin by 2037?
17:45 - 95% Mined: The Coming Supply Shock
18:38 - 28M Millionaires, 21M Bitcoin: What the Market Is Missing
19:44 - What Happens When the Last Bitcoin Is Mined?
20:52 - The Coming Altcoin Supercycle
22:53 - Memecoins Meet Tokenized Stocks
25
11
67
44,274
tokenization is arguably one of the most appealing value adds of the blockchain to people in and outside of crypto
it enables new ownership paths, and changes what you can do with your asset
@ondo just introduced three intelligent portfolios - three portfolio tokens based on strategies developed by BlackRock for Ondo, yes, that BlackRock
the big boys are here and tokenization of assets is at the forefront of a lot of institutional roadmaps
tokenization enables these portfolio tokens so that instead of managing individual positions yourself, a single token represents a weighted basket, with weights and rebalances all visible on the blockchain in real time
years ago we dreamed of institutions like blackrock deploying strategies on chain, and ondo is enabling the issuing and operations on the tech side
this is an incredibly tangible example of tradfi coming into "crypto", or moreso, onchain infrastructure
*access is limited to eligible non US investors in permitted jurisdictions, thanks to Ondo for supporting my coverage!
Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing
→ Full composability with DeFi
→ Complete transparency onchain
→ Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.
20
3
138
8,067
BREAKING: 🇺🇸 Federal Reserve proposes rules allowing banks to issue their own stablecoins under the GENIUS Act.
HUGE FOR CRYPTO ADOPTION! 🚀
75
221
2,208
108,642
US Fed Balance Sheet. Notice the arrows. We are in the same exact place as the COVID pump on forced monetary expansion. Expect the similar fractal leading to the $BTC top in ~March 2027 around $155k.
IMO: Next $BTC accumulation will be in the $110000 range Q4 2027 followed by the $200k levels in Aug 2028.
23
33
375
20,887
$BTC is testing the level that could decide the next move.
After the breakout, price is now retesting the rising moving average for the first time.
I’m watching the $82.5K area closely.
106
86
200
7,252
FEDERAL RESERVE: Federal Reserve Board requests public comment on two proposals related to establishing a regulatory framework for Board-supervised payment stablecoin issuers under the GENIUS Act
federalreserve.gov/newsevent…
13
18
187
29,174
Three men forced a Birmingham couple's door and made them transfer crypto at knifepoint. The woman was pregnant. Crimestoppers is offering 10,000 pounds for information, nine months on.
Home invasions were 41% of all crypto attacks in the first half of 2026.
1
2
36
Fair. In the UK that option is not on the table, so the boring fix wins: a multisig or a time lock, so the phone in your pocket cannot move everything on its own.
8
JPMorgan says bitcoin above $85,000 relieves miner selling because that is roughly the production cost.
Cost has never been a floor. Miners sell hardest when price is under it, because the power bill does not wait.
Demand sets the floor. Not electricity.
2
2
55
5 things that happened in crypto today
1. $7M drained from Duelbits, site offline
2. New York sued Polymarket for illegal gambling
3. Sequans sold its last 314 BTC
4. UK banks settled the first interbank tokenized deposits
5. BTC $84K, 10 year yield at a 19 year high
51
When $BTC flips the 50/100W EMA cluster into support, good times are usually coming.
It usually doesn't mean up only right away - but it's a clear sign that the bear market is behind us.
Preparation season. Time to make the next years count.
13
13
212
10,161
CFTC just dropped updated crypto + tokenization guidance.
Tokenized collateral. Blockchain recordkeeping.
Regulatory clarity keeps stacking up.
This is how institutions get comfortable.
RWAs don’t stay on the sidelines forever.
Bullish.✍️
36
25
139
3,615
So why does crypto have such a bad reputation?
Because the scams are real too.
Fake platforms, investment scams, guaranteed returns and criminal networks have caused billions in losses.
Ignoring that would be dishonest.
Understanding it is how we learn to protect ourselves.
2
104
1,080
Pleased to see staff update these frequently asked questions consistent with the agency’s ongoing efforts to provide regulatory clarity for the crypto industry.
More 👇
.@CFTC Staff Releases Updates to FAQs Concerning Registrants and Registered Entity Activities Relating to Crypto Assets and Blockchain Technologies: cftc.gov/PressRoom/PressRele…
30
181
1,121
100,972
Opportunity for innovation is massive right now, especially with AI + crypto. There’s never been a better time to be a builder.
Coinbase is a founding partner of the Horowitz Andreessen Academy, alongside some incredible tech leaders, to help find and grow the next wave of world changing founders.
Today, we’re launching an ambitious new school called The Horowitz Andreessen Academy.
Based in San Francisco, The Academy serves the most promising young high school graduates.
We think this can be an elite institution that attracts top tier talent. One that prepares students for the future rather than remaining stuck in the past.
The #1 goal is to help students learn to build, which is the most important skill in the AI era. They'll learn primarily by pursuing their own projects, either individually or in groups. There are classes and guest lectures, too, from some truly amazing people who have built modern-day Silicon Valley.
The Academy is designed as a network, since that’s the reason students go to school in the first place. Core to that network are our 10 Founding Partners: Anduril, Anthropic, Coinbase, Google, Meta, NVIDIA, OpenAI, Palantir, Replit, and Stripe. The network includes over 50 hiring partners and over 200 speakers and mentors. To join as a hiring partner or faculty member, you can apply on our website.
We raised $42M in funding led by @a16z. I'll be CEO and @pmarca and @eriktorenberg will join me on the board.
Applications are open for our Founding Class Fellowship, which will be one year and tuition-free. Eventually, pending regulatory approval, we plan to offer a two-year program that charges tuition, similar in cost to an elite private university.
We're looking for the most unusually ambitious young builders on the planet. Come join us in San Francisco:
theacademysf.com/
131
102
958
90,713
JUST IN: 🇺🇸 CFTC issues updated guidance for crypto, tokenized assets and blockchain technology.
166
720
5,126
436,592
