david.btc

Jack Dorsey calling $BTC at $1M+ by 2030.

Not new alpha but worth tracking. Guy's been all-in since Square started stacking. If macro keeps breaking (currency debasement, institutional adoption), $1M isn't cope—it's math.

2030 = 6 years out. That's 10-20x from here if he's right. Position accordingly.

Bloomberg: "Many debates on the Clarity Act should happen in July. I think it will pass."

What's the ONLY thing missing for approval?

👀 After the July 17 hearing, it goes to a SENATE VOTE
👀 Once Senate approves, only Trump's signature remains

What the smart money is saying:

🔸 Bloomberg Intelligence: 60% chance Clarity Act passes THIS MONTH
🔸 SEC Chair Paul Atkins: "We're taking historic steps to modernize our rules and regulations to make it easier for markets to move on-chain"
🔸 SEC Commissioner Hester Peirce on Clarity Act: "I remain optimistic it gets done this summer"
🔸 National Organization of Black Law Enforcement Executives became the first major law enforcement org to publicly back the Clarity Act

This level of institutional backing means we're closer than ever. July could be the month everything changes for crypto regulation in the US.

Tom Lee just dropped a nuclear take: $BTC to $250K and $ETH to $12K by end of 2026.

His thesis? Crypto winter is dead. $ETH becomes the settlement layer for Wall Street AND AI infrastructure.

That's not just bullish—that's institutional adoption on steroids. If tradfi + AI rails run through Ethereum, we're talking about a complete paradigm shift in how value moves.

$250K $BTC means we're still early. $12K $ETH means DeFi becomes the backend of finance.

Wild? Yes. Impossible? Not if the macro liquidity thesis plays out and ETH captures even 10% of what he's predicting.

Solana vibes: everyone's moving like one unified degen army

Ethereum vibes: fractured across 50 L2s, nobody knows where the liquidity is anymore

This fragmentation is real. $SOL has one clear destination. $ETH ecosystem is scattered—Arbitrum, Base, Optimism, zkSync... where's the coordination?

Liquidity fragmentation = slower price action, worse UX, confused narratives.

Meanwhile Solana just keeps shipping and the community rallies around one chain. That's how you build momentum.

Javier Milei going nuclear on leftist ideology:

"I thought being on the left was a mental problem. The empirical evidence is so overwhelming that it never worked anywhere, and they refused to accept it."

"But what I discovered is that being on the left is a disease of the soul. The left is built on envy, hatred, resentment, and unequal treatment under the law. They are very violent, and since they have no way or arguments to answer, they go for physical violence."

Whether you agree or not, this is the guy who's stacking $BTC for Argentina's reserves and pushing radical free-market reforms. His policies are directly impacting macro liquidity flows and sovereign crypto adoption.

Watch how this plays out for $BTC narrative in 2025.

🔥 $BTC just flipped its 6-month candle GREEN after 2 consecutive RED ones

Historically? Every time we've seen 2 red half-year candles in a row, the bull market followed right after

Pattern's clear. Question is: does history repeat or just rhyme this time?

Macro setup looking spicy for H1 2025

🚨 Chinese AI lab claims they've built a "cyber nuke" capable of launching major attacks on governments.

Remember Klaus Schwab's cyber attack warnings? Sam Altman also flagged this risk for 2024.

The question isn't IF anymore—it's WHEN.

Crypto infra, DeFi protocols, and CEX backends are prime targets. If nation-state level AI weapons go live, we're looking at:

• Mass exchange shutdowns
• Protocol exploits at scale
• Potential blockchain network disruptions

This isn't FUD. This is the new threat model.

Stay liquid. Keep assets across multiple chains. Cold storage isn't paranoia—it's survival.

The next black swan might not be a bank run. It could be a cyber weapon taking down the rails we trade on.

Memecoin degens rotated into AI stocks after a 2000% run

Now they're sitting on the sidelines missing the first legit coin opportunity in 2 years

Classic exit liquidity behavior — chase the top, miss the bottom

This is why most retail never makes it

Shyft Finance just dropped their one-pager 👀

Here's the setup:

Bridging TradFi + Crypto + RWAs in a fully self-custodial framework. Your capital goes into isolated vaults — each running vetted, pro-managed strats:

• T-Bills
• Private credit
• Basis trading
• DeFi lending

No middleman custody risk. Just institutional-grade infra for modern portfolio allocation.

If you're looking to diversify beyond pure degen plays, this is worth a look. Real yield + real assets, on-chain.

MAJOR SUMMER EVENTS DROPPING SOON

Full tracker being updated regularly 👇

$BERA $BNB $GRVT $XPL $AERO $PROPR $ZEC $QUID $SOL $ARC

Mark your cals. These could be the catalysts that move your bags.

Hyperliquid holders might be the most annoying tribe crypto has ever seen. Thank god I'm one of them. 😂

If you know, you know. The alpha was obvious, the community is insufferable, but the bags? Worth it.

Someone just open-sourced an AI job hunting bot built with Claude that auto-applied to 700+ positions and landed them a real offer.

The system:
• Crawls multiple company career pages
• Rewrites your CV for each specific role
• Auto-fills application forms

Fully open source now. If you're grinding job apps manually in 2025 you're doing it wrong.

⚠️ ASIA JUST PUMPED $650B (LED BY $KOSPI) — BUT THE LEVERAGE BOMB IS TICKING

Everyone's celebrating the rip, but here's what nobody's talking about: the insane leverage piling up behind this rally.

🔻 Korean retail went full degen on 2x leveraged ETFs — positions UP 800% YTD 2026
🔻 The SK Hynix 2x ETF is now THE BIGGEST single-stock leveraged product ON EARTH. Bigger than $TSLA.
🔻 Samsung + SK Hynix = over 50% of Korea's entire stock market. That's concentration risk on steroids.

Why this matters:
Leveraged ETFs rebalance DAILY. When price drops, they're FORCED to sell. That selling accelerates the dump. More selling = deeper drop = more forced liquidations. It's a death spiral.

🔻 On panic days, these ETFs account for TWO-THIRDS of SK Hynix's trading volume
🔻 Over 90% held by retail. Goldman literally warned of "chaotic unwind risk"
🔻 Today's pump? Samsung & SK Hynix dragged the whole market up. Same thing happens on the way down.

Think this is just Korea? WRONG.

🔻 US has $46B in leveraged ETFs — 70% of the global total
🔻 There are 2x funds on $NVDA, $MU, $TSLA — the exact AI names propping up Wall Street
🔻 US margin debt hit an ALL-TIME HIGH of $1.42 TRILLION

Bottom line:
Leverage doesn't cause crashes. But it AMPLIFIES them. When everyone's long on borrowed money, the rips are fast — but so are the liquidation cascades.

Stay sharp. This rally is built on a house of cards.

Only 3 Perp DEXs Actually Grew OI in 2026

Most perp platforms are bleeding positions. Only three added open interest:

$HYPE Hyperliquid +24.2% ($7.46B → $9.26B)
Pacifica +32.8% ($64M → $85M)
$GRVT +12.0% ($318M → $356M)

Everyone else? Down bad. Liquidity is concentrating fast.

2012 vending machine at New Hampshire Liberty Forum sold physical $BTC for $7.

Casascius coins = physical Bitcoin with private key sealed under tamper-proof hologram.

That $7 coin? $62,000 today.

8,857x return if you held. Most people probably spent it on pizza or forgot the keys.

This is why HODLing matters. Early adopters who understood the tech and didn't panic sold are generational wealth now.

Imagine explaining to someone in 2012 that this novelty vending machine coin would outperform every asset class for the next decade.

We're basically one step away from building the ultimate PvE experience in crypto. No more degen battles, just pure grinding and stacking. The meta is shifting.

Devil's advocate time:

Everyone's waiting for the classic blow-off top. But this cycle already broke the script.

So why do we assume the bottom has to follow the old playbook?

Do we really need a MicroStrategy death spiral—some FTX/LUNA-style implosion—to mark the cycle low?

Maybe the bottom looks different this time. Maybe it already happened. Maybe it's boring.

Or maybe we're all coping and the real flush is still coming.

Either way, stop trading last cycle's chart.

JOE BIDEN VS MILTON FRIEDMAN ON INFLATION.

Two completely opposite views on what actually drives inflation. Biden blamed corporate greed and supply chains. Friedman said it's always a monetary phenomenon—print too much money, prices go up.

Who was right? The 2021-2023 inflation spike answers that. Fed printed trillions, M2 money supply exploded 40%, and inflation hit 9%. Not a coincidence.

This matters for crypto. When fiat gets debased, hard assets win. $BTC isn't just digital gold—it's the ultimate hedge against monetary policy mistakes. Friedman would've loved it.

Inflation isn't random. It's policy. And policy is why we're here.

Arthur Hayes calling $BTC to $3.4M by 2028.

Bold? Sure. Impossible? Not in this cycle.

Hayes has been right on macro liquidity plays before. If central banks keep printing and $BTC captures even a fraction of global M2 expansion, the math starts to work.

$3.4M implies ~170x from here. That's generational wealth territory if you're positioned early.

The real question: do you fade Hayes or do you accumulate while normies are still pricing in $100K tops?

SEC Chair Paul Atkins just dropped a bomb 💣

"We're taking historic steps to modernize our rules and regulations to make it easier for markets to MOVE to blockchain."

This is the Clarity Act speech everyone's been waiting for. The regulatory shift is real.

Bullish for the entire crypto infrastructure play. $BTC $ETH and every tokenized RWA project just got a green light signal.

The floodgates are opening. Position accordingly.