Now is really the time for that Consensys IPO and subsequent running back of the Microstrategy playbook with Lubin at the helm

1/ Stacks is building the Bitcoin Liquidity Layer. Bitcoin will be around for 100+ years. The Bitcoin L2 that wins must be just as durable — and self-sustaining. That’s why Stacks is focused on one thing: infrastructure to make Bitcoin productive. 🧵 Here's how:

lots of sophisticated phishing attacks going around lately. all of these have been attempted on me. sadly seen a lot of cases where people did lose funds in these ways: - real person (hacked) you've interacted before DMs you on TG and asks to catch up, send a zoom, looks like a

NEWS: stacks brainiacs release overview of a *fully self-custodial* sBTC upgrade. you thought stacks nakamoto was a big deal? get ready for the stacks satoshi upgrades 🔥🚀 with the satoshi upgrades stacks will get: - fully self-custodial sBTC while it’s at rest on the L2

Here's how it's gonna go with PCVs (Public Crypto Vehicles). Microstrategy started it. The game was simple: access capital markets to acquire Bitcoin. Then leverage financial engineering to generate a premium on the underlying BTC. And they nailed this. Say what you want

I think some of my bullishness on alt coins comes from understanding how long it can take for a potentially highly mimetic asset to go into parabola mode The common belief is it has to go right away. Silicon Valley is obsessed with momentum not effective fantasy world building

This 💯

bitcoin price reflects the most accurate immediate global sentiment right after a major event. currently trending up.

here's to the bullish doomers the ones who buy not because they believe in the numerator but because they understand that the denominator is going to zero

Seeing a lot of CT talk about rotating from crypto into stocks lately — and fair enough, stocks are where the real bid is in the past 3 months. But if we get the kind of “risk-on” environment many expect in 2H 2025, I’d bet on flows spillover into crypto. Just like 2020: the

Warren: “We need to make sure crypto market turmoil doesn’t spill into the traditional system” Reality: Crypto via stablecoins is about to bail out the traditional system drowning in debt by lowering US cost of capital

🚨 If you self custody lots of crypto in a HOT wallet there are TWO MANDATORY rules 🚨 Rule #1: Private key is generated and stored ONLY on ISOLATED hardware wallet(s) Rule #2: Sign EVERY txn from a DEDICATED computer 👇🧵

Corporate lending in crypto is set to expand dramatically. In past cycles, we saw platforms like BlockFi and Celsius rapidly grow during credit expansion phases—and that coincided with the peak of the bull market. Stay patient and hold your crypto positions—the coming wave of

🤖 For decades, robots were stuck in factories - repetitive, specialized & closed-off. But AI is changing everything. We’re now entering an era where 1.3 billion robots could be deployed by 2035, transforming homes, cities & industries. 👇

🚨 There’s a large-scale supply chain attack in progress: the NPM account of a reputable developer has been compromised. The affected packages have already been downloaded over 1 billion times, meaning the entire JavaScript ecosystem may be at risk. The malicious payload works

A friend (thoughtful, academic type, reads the newspaper) recently asked me why I preferred to talk about topics where I was on the wrong side of expert consensus (like BTC, Internet Finance). His point (probably true) is that while experts can often be wrong, you are likely to

Imagine sitting at a poker table where your opponent gets a free last look at your cards before deciding to call or fold. That is how many on-chain exchanges operate today. Paradex reimagines onchain markets from First Principles to make perps trading fair. In the

fejau “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

The wisdom of Peter Lynch

zerohedge True. That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy.