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Wow that he just typed it straight loyalty to CCP and funding from them

Think Elon Musk is ready to be orange pilled 100% full port POTUS can’t even be annoyed abt it as it’s still patriotic as his company is doing an ETF

Elon forgot the golden rule. Power is power.

STRF back at par

want to hear the all-in crew's takes on Elon now Sachs has to be on Trump's side Elon is (was) loved

Some are claiming the bromance will come back - trump has no issues flipping overnight and calling a foe a friend and Elon will chill after his drugs wear out I am here to tell you that there is no bromance ever again - you just need to go to Elon’s feed to see multiple red

Just as Trump v Elon unfolded One day USG v Bitcoin will unfold It could be the left, it could be the right But at an appropriate price, both will want a piece And it would be rather easy for them to force Saylor to give it to them By hook, or by crook

Where is RFK Jr???

This is a phenomenal chart on BTC Treasury debt maturities by Galaxy

Incredibly interesting - think we will see SPY QQQ FAANG OIL and others list rapidly Some will argue these are already listed on Ostium why stake $35 million of HYPE to create a market To them I say liquidity begets liquidity and winner dominates

Even if Circle renegotiates the contract with Coinbase Eventually, it would have to pass the yield on Stablecoin mktplace getting competitive Matter of time before users demand yield as we go to 1 trillion+ mkt cap And what is their revenue/profit when rates are 2%? Idk

Hyperliquid needs to do a new points season and focus on spot volumes 24 spot volumes: BTC 12 million ETH 7 million these are really low - v. easy to turn around if incentivised with airdrop

MSTR + CEP + ASST + SMLR + NAKA + DJT = $76B in capital raising ability to buy Bitcoin. That's 56% of the AUM of the Bitcoin ETFs and 169% of the net inflows the ETF complex has achieved in last 16 months. Source: Wells Fargo

we are coming to the end of liberation day pause and i don't see a single confirmed deal with the big trading counterparts but all dips are for buying innit?

Alors on danse

I don’t profess to understand the nuances here — but this is likely how all BTC Treasury companies or their shareholders get extracted from in the future when BTC is $1 million By gray beaurecratic company laws

body language is mixed leaning negative on the update from Lutnick - maybe tired - maybe trying to keep it under control bloomberg.com/news/videos/20…

Bought some STRD on open in pension fund 🙌