Ben Hunt Ben Hunt Do you think the old adage of "the US sneezes, the world catches a cold" is done? The hard thing to reconcile while fleeing the US is how completely screwed every other currency and country's financial situation is. Japans debt to gdp is ludicrous, the Europeans

Have you considered that your tiny little mind can’t begin to understand the dimensions of Trump’s chess game?

Oh did I say 145%? Obviously I didn’t *actually* mean that lol

OI down. Funding negative. Nice

Now that the tariffs are getting walked back, the other narratives are next

Glad that Zora launched a token. Too few consumer apps are experimenting with tokens as a way to bootstrap growth.

nothing stops this train

This was fun. Thanks for having me Andrew Steinwold!

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Trump really is a crypto bro with all these announcements of announcements

Important PSA 🚨 There is a very sophisticated social engineering scam/hack that I nearly fell victim to yesterday. 5 other industry friends suffered the same hack attempt recently. This is clearly the current weapon of choice by malicious actors. Sharing details so you know

Very little short-term holder supply despite Bitcoin pushing ATH. Paired with fairly neutral derivatives positioning, things are looking good for BTC.

There have been a lot of fakeouts, but ETHSOL outperformance is in sight. They have essentially traded places over the last two years in terms of positioning. In 2022, ETH was by far the most crowded trade, and now I think SOL has taken that spot.

1/ Decentralized Physical AI meets AI mining. @natixnetwork’s new Bittensor subnet transforms crowdsourced street-level video into deployable AI models for autonomous driving and mapmaking. Real-world sensors → decentralized training → smarter AI agents.

Reminder, politicians gonna spend. Relevant today as Elon and Trump have their fallout over continued spending. Bitcoin really is the escape hatch.

The most absurd hill to die on

The market structure can be summarized with "the loser now will be later to win"

The loser now will be later to win

The world’s largest bank, JPMorgan, has filed a trademark for what appears to be a stablecoin called ‘JPMD’