SagiSats (@sagihershko) 's Twitter Profile
SagiSats

@sagihershko

#Bitcoin @MightyLabsDAO @Trailblazexyz
$MSTR | $SMLR | $XBLAZE

ID: 1309088731761184770

calendar_today24-09-2020 11:14:51

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Jsquare (@jsquare_co) 's Twitter Profile Photo

🚀 X Space | 「Forward Signal」The Hitchhiker’s Guide to 2026 Alpha: Think Like a VC & Founder 📅 Jan 22nd, 10pm SGT/UTC+8 🔗 x.com/i/spaces/1lPJq… 🔊 Speakers - Michael Bar Zeev Michael Bar-Zeev, President & Co Founder at SHIFT - Sarintip Thanyaset Chompoo, Senior

🚀 X Space | 「Forward Signal」The Hitchhiker’s Guide to 2026 Alpha: Think Like a VC & Founder

📅 Jan 22nd, 10pm SGT/UTC+8
🔗 x.com/i/spaces/1lPJq…

🔊 Speakers  
- Michael Bar Zeev <a href="/micobz/">Michael Bar-Zeev</a>, President &amp; Co Founder at <a href="/ShiftRWA/">SHIFT</a> 
- Sarintip Thanyaset <a href="/SarintipThanya2/">Chompoo</a>, Senior
Auroca (@aurocadao) 's Twitter Profile Photo

Exactly one year ago today, Trump took office. Here's what happened to your portfolio since then: - Crypto got crushed. BTC -13%, ETH -5.8%, altcoins down 40-83%. - Meanwhile? Gold +81%, Silver +217%, S&P +17.9%, NVIDIA +42%. - The only crypto play that worked? BMNR (Ethereum

Exactly one year ago today, Trump took office.

Here's what happened to your portfolio since then:
- Crypto got crushed. BTC -13%, ETH -5.8%, altcoins down 40-83%. 
- Meanwhile? Gold +81%, Silver +217%, S&amp;P +17.9%, NVIDIA +42%. 
- The only crypto play that worked? BMNR (Ethereum
Auroca (@aurocadao) 's Twitter Profile Photo

YUGE WEEK AHEAD 🗓️ Mon: Saylor BTC buys + Fed's first yen intervention in a decade Tue: Historic India-EU trade deal + SEC-CFTC joint crypto event Wed: FOMC meeting + Big Tech earnings (MSFT, META, TSLA) Thu: Apple earnings + UK-China trade talks Fri: 75% chance of US government

YUGE WEEK AHEAD 🗓️

Mon: Saylor BTC buys + Fed's first yen intervention in a decade
Tue: Historic India-EU trade deal + SEC-CFTC joint crypto event
Wed: FOMC meeting + Big Tech earnings (MSFT, META, TSLA)
Thu: Apple earnings + UK-China trade talks
Fri: 75% chance of US government
Auroca (@aurocadao) 's Twitter Profile Photo

SHIFTING MONDAY TL;DR — MSTR: Added 2,932 BTC for $264.1M at $90,061/coin. The Saylor machine never stops. — BitMine: Now holds 4.243 MILLION ETH after acquiring 40,302 tokens this week. The ETH treasury keeps growing. — NVIDIA: Just dropped $2 BILLION into CoreWeave. AI

SHIFTING MONDAY TL;DR

— MSTR: Added 2,932 BTC for $264.1M at $90,061/coin. The Saylor machine never stops.
— BitMine: Now holds 4.243 MILLION ETH after acquiring 40,302 tokens this week. The ETH treasury keeps growing.
— NVIDIA: Just dropped $2 BILLION into CoreWeave. AI
Auroca (@aurocadao) 's Twitter Profile Photo

ARK's Big Ideas 2026 just dropped - 13 transformative technologies reshaping the global economy. Buried in AI infrastructure scaling to trillions and autonomous everything is this gem: Tokenized Assets - bringing RWA onto blockchains. Think about the convergence happening: -

ARK's Big Ideas 2026 just dropped - 13 transformative technologies reshaping the global economy.

Buried in AI infrastructure scaling to trillions and autonomous everything is this gem: Tokenized Assets - bringing RWA onto blockchains.

Think about the convergence happening:

-
Auroca (@aurocadao) 's Twitter Profile Photo

🥇Gold — 500-600k contracts daily, hundreds of billions USD 🥈Silver — 150-200k+ contracts, explosive retail interest 🥉Platinum — Solid industrial-driven volume 🏅Palladium — Auto sector demand, volatility spikes 🏅Rhodium — Lowest liquidity, mostly OTC Gold dominates as the

🥇Gold — 500-600k contracts daily, hundreds of billions USD
🥈Silver — 150-200k+ contracts, explosive retail interest
🥉Platinum — Solid industrial-driven volume
🏅Palladium — Auto sector demand, volatility spikes
🏅Rhodium — Lowest liquidity, mostly OTC

Gold dominates as the
Auroca (@aurocadao) 's Twitter Profile Photo

Februrary is here, and it’s starting with a huge... crash? 🥇 Gold: -12% (biggest drop in 40 years) 🥈 Silver: -35% (worst day ever, $120 → $75) ₿ Bitcoin: $77k (down from $126k October peak) 📉 Ethereum: -14% to $2,660 Kevin Warsh Fed nomination triggered massive USD

Februrary is here, and it’s starting with a huge... crash?

🥇 Gold: -12% (biggest drop in 40 years) 
🥈 Silver: -35% (worst day ever, $120 → $75) 
₿ Bitcoin: $77k (down from $126k October peak) 📉
Ethereum: -14% to $2,660

Kevin Warsh Fed nomination triggered massive USD
Auroca (@aurocadao) 's Twitter Profile Photo

YUGE WEEK AHEAD for February - Monday: Government shutdown continues + Saylor BTC buy expected + White House stablecoin meeting 1PM ET - Tuesday: 401k crypto fiduciary deadline + AMD earnings - Wednesday: Treasury refunding + GOOGL earnings - Thursday: AMZN, MSTR, RDDT

YUGE WEEK AHEAD for February

- Monday: Government shutdown continues + Saylor BTC buy expected + White House stablecoin meeting 1PM ET 
- Tuesday: 401k crypto fiduciary deadline + AMD earnings 
- Wednesday: Treasury refunding + GOOGL earnings
- Thursday: AMZN, MSTR, RDDT
Auroca (@aurocadao) 's Twitter Profile Photo

TradFi goes all-in Tokenization. Major asset managers (Franklin Templeton, Fidelity, State Street, WisdomTree) declared tokenization has moved from theory to practical reality. Key predictions: - Digital wallets will hold "totality" of people's assets (stocks, bonds, funds) -

TradFi goes all-in Tokenization.

Major asset managers (Franklin Templeton, Fidelity, State Street, WisdomTree) declared tokenization has moved from theory to practical reality.

Key predictions:
- Digital wallets will hold "totality" of people's assets (stocks, bonds, funds)
-
Auroca (@aurocadao) 's Twitter Profile Photo

All eyes on MSTR. As their Q4 earning scall released this week. Holdings: 713,502 BTC (3.4% of total supply) Cost basis: $54.26 billion at $76,052 avg January 2026 alone: +41,002 BTC 2025 BTC Yield: 22.8% (hitting target range) Capital raised: $25.3 billion (largest US

All eyes on MSTR. As their Q4 earning scall released this week.

Holdings: 713,502 BTC (3.4% of total supply) 
Cost basis: $54.26 billion at $76,052 avg 
January 2026 alone: +41,002 BTC 
2025 BTC Yield: 22.8% (hitting target range) 
Capital raised: $25.3 billion (largest US
Auroca (@aurocadao) 's Twitter Profile Photo

YUGE WEEK AHEAD: High Volatility, Thin Liquidity ⚠️ Monday: Japan pledges FX intervention + Saylor bought BTC + Fed's Waller Tuesday: Crypto-banks stablecoin meeting + HOOD earnings Wednesday: SEC Chairman Atkins testimony + Netanyahu-Trump Iran talks + Jobs report Thursday:

YUGE WEEK AHEAD: High Volatility, Thin Liquidity ⚠️

Monday: Japan pledges FX intervention + Saylor bought BTC + Fed's Waller 
Tuesday: Crypto-banks stablecoin meeting + HOOD earnings 
Wednesday: SEC Chairman Atkins testimony + Netanyahu-Trump Iran talks + Jobs report 
Thursday:
Auroca (@aurocadao) 's Twitter Profile Photo

BIG TECH AI CAPEX 2026 👀 $AMZN: $200B (+60%) $GOOGL: $180B (+97%) $META: $125B (+73%) $MSFT: $117.5B (+41%) $TSLA: $20B (+135%) Total: $635+ BILLION in AI infrastructure Google doubling spend. Tesla tripling. Massive physical infrastructure buildout. Big Tech collectively

BIG TECH AI CAPEX 2026 👀
$AMZN: $200B (+60%)
$GOOGL: $180B (+97%)
$META: $125B (+73%)
$MSFT: $117.5B (+41%)
$TSLA: $20B (+135%)
Total: $635+ BILLION in AI infrastructure

Google doubling spend. Tesla tripling. Massive physical infrastructure buildout.
Big Tech collectively
Auroca (@aurocadao) 's Twitter Profile Photo

WINNERS & LOSERS 2026 📉 Spoiler alert, the Mag7 are all losing: NVIDIA: -2% Apple: -5.9% Alphabet: -2.3% Microsoft: -17% Amazon: -13.9% Meta: -3.1% Tesla: -7.2% When the Magnificent 7 are all red, you know 2026 started rough. Microsoft down 17% despite massive AI spending.

WINNERS &amp; LOSERS 2026 📉

Spoiler alert, the Mag7 are all losing:
NVIDIA: -2%
Apple: -5.9%
Alphabet: -2.3%
Microsoft: -17%
Amazon: -13.9%
Meta: -3.1%
Tesla: -7.2%

When the Magnificent 7 are all red, you know 2026 started rough.
Microsoft down 17% despite massive AI spending.
Auroca (@aurocadao) 's Twitter Profile Photo

BitMine: Now holds 4.371 MILLION ETH after adding 45,759 tokens this week MSTR: Added 2,486 BTC for $168.4M at $67,710/coin and now holds 717,131 BTC ($54.52B at $76,027 avg) BlackRock files updated staked ETH ETF prospectus: - 0.25% expense ratio - BlackRock keeps 18% of staking

BitMine: Now holds 4.371 MILLION ETH after adding 45,759 tokens this week
MSTR: Added 2,486 BTC for $168.4M at $67,710/coin and now holds 717,131 BTC ($54.52B at $76,027 avg)
BlackRock files updated staked ETH ETF prospectus:
- 0.25% expense ratio
- BlackRock keeps 18% of staking
Auroca (@aurocadao) 's Twitter Profile Photo

CHINA RELEASES RWA REGULATORY FRAMEWORK 🇨🇳 Feb 6, 2026: PBOC + 7 agencies issue official RWA rules Key provisions: - RWA defined as tokenizing asset rights via cryptography/DLT - Onshore RWA generally prohibited unless approved - Offshore RWA requires CSRC filing + compliance

CHINA RELEASES RWA REGULATORY FRAMEWORK 🇨🇳

Feb 6, 2026: PBOC + 7 agencies issue official RWA rules

Key provisions:
- RWA defined as tokenizing asset rights via cryptography/DLT
- Onshore RWA generally prohibited unless approved
- Offshore RWA requires CSRC filing + compliance