Tide’s going out. Question is just when it comes back. Please no more memecoins from the Trump inner circle though for the sake of our bags.

timeline saying ai is dead ai devs im talking to are heads down building more excited than ever noise vs signal

This is the single most impressive government document / order / guidance about crypto ever written. I have had the pleasure / displeasure of having read basically all of them, from every country in the world, over the last 10+ years Absolutely incredible work.

the sad part about people getting psyop'd into full stacking their portfolios here: the loud voices talking about derisking are all short term traders that'll silently rebuy their positions in a matter of days, leaving anyone that copy"traded" them fucked for the rest of the run

FED MINUTES: SEVERAL PARTICIPANTS SUGGEST HALTING OR SLOWING BALANCE SHEET REDUCTION PENDING DEBT CEILING RESOLUTION There it is, QT coming to an end this spring. Reminder that every FOMC member has to unanimously approve these minutes, this is intentional.

1) Bitcoin Strategic Reserve, starting with seized coins, separate from everything else. That was key. 2) They can add to the Bitcoin Reserve if they can do it in "revenue neutral" ways (sell some gold??) 3) Digital Asset Stockpile for everything else. They *cannot* add to it!

18 billion dollars of sell pressure removed forever. The highest acknowledgment of value coming from the most powerful country on the planet. Plenty more countries, institutions and corporations will feel legitimized by this to do the same soon. Yeah nuke it to hades man…

Announcement couldn't have gone better: - Campaign promise kept - Bitcoin Reserve clearly distinguished from altcoin Stockpile - Bitcoin gets official USG seal of approval, no other coin does - No taxpayer $ spent to acquire coins (so no backlash) - Future acquisition of coins

1/ The Reserve and Stockpile are likely good for US fiscal policy and market prices, but neither are enough to make the USA the crypto capital of the world. For that, we need new policies empowering entrepreneurs to launch protocols and products made in the USA. Here's how 🧵

x.com/i/article/1912…

tldr: why stagflation bears are wrong Rethinking Stagflation: From 1980s Orthodoxy to Fiscal Dominance and Financial Repression Many analysts warning of stagflation today remain anchored in the economic paradigm that dominated from 1980 to 2020. In that era, inflation was

Left: Sen. Warren today Right: Jerry Brito in The Case For Electronic Cash 🤝

Perhaps KYC, in its current state of antiquity, isn’t protection at all—but the risk vector itself.

This is the best crypto ad I've seen in years

The GENIUS Act is great for the entire crypto space. A lot of TradFi has avoided crypto for fear of regulatory risk. Now they can use stablecoins in clear compliance with U.S. law. More dollars and people coming onchain — a huge benefit and opportunity for all of crypto.

What a privilege to be tired from work you once prayed for. What a privilege to feel overwhelmed by growth you used to dream about. What a privilege to be challenged by a life you created on purpose. What a privilege to outgrow things you used to settle for.

Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021. Good reminder to myself to

A corollary to Michael Green’s point quoted here by Demetri Kofinas: Popular anger in the US will continue rising for as long as the situation below remains true while US leaders gaslight Americans that the biggest threat to the US is Russia or China. Mamdani & Fuentes are just symptoms