A bit of background on Taiwan ahead of what may be an eventful week. Certainly there will be a lot attention on the action to Taiwan's central bank after Friday's TWD move. Key context: the TWD is incredibly weak 1/

$BTC 매도 압력이 내려가고있음. 이러한 조정은 기관유입에 있어서 유인하기 좋은 전략이긴 하다.

The adoption of Bitcoin by Nation States is inevitable. It will move us up above 1MM. And it will happen before 2030. Chill out, and get rich.

Should you sell your Bitcoin for income or should you "get an income producing asset" on the side? I would argue you should 100% sell your Bitcoin. Here's the analysis. Let's start with a 2MM USD portfolio, and assume you need 100K per year for living expenses. Here's a

Intensely Focused on the Bitcoin Close tonight... between 104k and 105k keeps the table run alive without a slip. If we close over 105K, look for June to open with a slip lower, maybe through the first two weeks. If below 104K, I'll be back to eating Chicken Liver in my

Note $BTC correction from $112k to $103k rolled on regular volatility. Falling within the "normal" fluctuations reveals the bull trend has more likely stepped into a lower momentum (high momentum is unsustainable) rather than finished. Don't get excited yet, bears.

2008년 금융위기 이후 월가의 가장 큰 정책적 승리, 무려 "2조 달러 짜리 스텔스 양적완화"가 온다고?! ㄷㄷ 다소 어려워 보이지만 알고 보면 겁나 재밌고 중요한 "보완적 레버리지 비율(이하 'SLR')" 관련 썰 하나 풀어보겠음. SLR이 뭐냐면 은행의 자기 자본금을 총자산(국채, 대출, 현금 등)으로

💥BREAKING: 🇷🇺 Russia's biggest lender Sberbank to launch Bitcoin structured bonds, with plans to list them on the Moscow Exchange.

트럼프는 부채한도를 커버하려면 몇 가지 시나리오가 있는데 - 금리인하 - 한도 폐지 - GDP성장 후 펀더멘탈 역량 강화 (그럼 더 많은 부채 커버 가능) 이런식으로 늘려나갈 수 있다. 미국은 디폴트로 가지 않을 것이다. 오래된 생각이다.

Choo This is a great question. And an existential one as well. If one is “deemed” an accurate protector every cycle… what does it mean?

6월 첫 거래일 이더리움의 수상한 움직임. 기관들의 이더리움 순유입. 기관들의 비트코인 순유출.

x.com/i/article/1929…

This is interesting. If you think Bitcoin will be higher 10 Yrs from now than today, you pledge your home, and you get 50% of the upside. It's a very clever formula. Vijay Boyapati is an advisor. sovana.io

when we cross 200k i fully expect everybody to dismissively say "he just got lucky with Bitcoin".

Everybody focuses on the trendline and the bottoms, but what if we focused on the tops, and what if 2025 was in fact the local top?

I’m betting this Elon Musk - Donald J. Trump feud lasts about as long as these guys figure out it’s in neither of their best interest to keep this going, which means I’m giving it maybe a week. They will figure out a way to kiss and make up. Both have a long history in cutting

Always a good day to zoom out. This is why I think $MSTR can hit the higher targets. $GOLD (green line) likes to sniff this stuff out ahead of time. I think it's leading $MSTR and Bitcoin...And it's been absolutely ripping 🍌

I thus applaud the Treasury for raising the bar for its October report! (p.s. nothing in this report provides any hint over how currency issues will be handled in the "July 9/ reciprocal tariff" negotiations) 16/16

I do still expect the monthly candle to close green. I am letting this rout work itself out. Friday the 13th could be the turning point, leaving enough time to form a v-shaped recovery by month-end.