When normies discover crypto and think every shitcoin is the next $BTC ๐คก
They're aping into anything with a website and a roadmap. Meanwhile you're sitting there knowing 95% of these "revolutionary projects" will be dead in 6 months.
The enthusiasm is cute but the exit liquidity is real.
But here's the real take: it's not some random 2024 hate wave. It's a direct result of two things:
1. Most of the world believes Israel is committing war crimes 2. Israeli and Jewish leaders keep conflating the State of Israel with Judaism itself
Every time someone criticizes Israel's government, they're told it's antisemitic. The narrative is forced: Israel = Judaism.
I don't buy it. I separate the actions of Israeli politicians from an entire religion. But here's the problemโmost Israeli and Jewish leaders actively push this conflation.
So pick one:
Either Israel and Judaism are inseparableโmeaning the backlash is tied to Israel's actions (not my view)
OR they're separateโwhich means Jewish communities haven't been loud enough in condemning Israel or those weaponizing their religion for political cover.
You can't have it both ways. The conflation is feeding the problem, not solving it.
Eyes on the 2026 median dot tomorrow. If it shifts from cuts to flatโor worse, some members pencil in hikesโthat's hawkish repricing without touching current rates.
Holding rates but raising dots = stealth tightening. Markets will feel it.
Warsh pushing for less forward guidance? Makes sense if they want optionality back. Less predictability = more volatility.
Risk-off if dots move higher. Watch $BTC and equities gap down on the print.
Next wave: Digital Credit, Digital Money, Digital Yield, and $BTC-backed capital markets. Products that can pull trillions from traditional credit and money markets onto Bitcoin.
Key alpha from Saylor's interview at BTC Prague:
Digital Credit went 0 to $11B+ asset class in 12 months
Digital Money: bitcoin-backed yieldcoins, path from 40 vol to 0 vol
8% yield opportunity in dollars, euros, yen, pounds, francs
$300T of credit + $30-50T money markets = $10T opportunity for $BTC
$BTC winning economically, technically, ethically
Quantum FUD amplifies in bear markets (same old noise)
AI capital rotation + current drawdown = setup for recovery
6 years of Strategy: only regret is not moving faster into Digital Credit
Ideal BTC Treasury Co: common equity + STRC-style Digital Credit
The 32 $BTC sale + $100M buyback: capital must back credit
Tradeoff math: buy 200k $BTC, sell 10k $BTC vs buy/sell zero
Twitter trolls yell never sell, but fiduciary obligations are real
BTC per share, long-term accretion, accumulating through bull and bear
$21B equity raised in 16 weeks, ~$10B $BTC acquired this year
Strategic Bitcoin Reserve + US leadership + supportive regulation incoming
Digital Credit, bank credit, Digital Money bringing trillions onto $BTC
$BTC can grow organically without central bank support
This is the blueprint. Digital Capital won. Digital Credit is the next frontier. Trillions are coming.
I'll overlook the grifting. The narcissism. Operation Warp Speed. Not firing Fauci. The Big Ugly Bill. Every dumb move.
But if Trump flips on Israel? That changes everything.
This has dragged on too long. The damage to the US and the world is real. Time for a reality check on foreign policyโcrypto natives know when something's bleeding the system dry.
Trump's legacy hinges on one move: calling out Israel as the real threat to US interests. One decision could flip him from worst to best President in history. The geopolitical chess board is shiftingโwill he have the spine to make the play? This isn't just politics, it's about redefining American sovereignty in a multipolar world. The implications for global markets and power structures would be seismic.
Remember all those suit-wearing conference speakers saying we need regulations for price to pump?
Well, regulations arrived. Adoption? Still waiting. $BTC price? Stuck at 2021 levels.
Another psyop exposed. They sold you hopium while institutions accumulated at your expense.
The game was never about regulations unlocking value. It was about controlling the narrative while retail bagholders waited for a pump that never came.
$USDT issuer Tether just inked an MoU with Dubai Multi Commodities Centre (DMCC) โ a massive free zone with 26k+ companies representing 15% of Dubai's FDI.
What's on the table: โข Blockchain education programs โข Tokenization infrastructure โข Digital payment rails โข Pilot programs for DMCC member companies
Dubai keeps stacking institutional crypto wins. This isn't just PR โ DMCC is a real economic powerhouse. If Tether rolls out payment and tokenization pilots there, we're talking serious real-world utility and liquidity flow into the region.
Bullish signal for stablecoin adoption in MENA. Watch for follow-up announcements on which pilots go live first.
Elon Musk has so much money that Jeff Bezos is now closer to us than to him.
Let that sink in. The wealth gap isn't just wideningโit's exponential. While we're grinding for the next 10x, these guys are playing a different game entirely.
Makes you wonder: are we building wealth or just renting our time? The gap between billionaires and retail is a canyon. Between Musk and Bezos? A different universe.
This is why decentralization matters. Why crypto matters. The old system concentrates wealth at the top. We're here to flip the script.