C 🟠 @MarketsWithC

@thesupermanmx @LynAldenContact thoughts

Still. Here. 🫡 #Bitcoin

Dylan LeClair @DylanLeClair

4 years ago

Still. Here. 🫡 #Bitcoin

49 27 1K 0 1

More than a year ago, the House passed the Clarity Act. There’s been progress since — thousands of hours of bipartisan negotiations took place at the staff and Member levels. The Senate Committees on Banking and Agriculture advanced their respective titles. And Senate Republicans produced a floor-ready product that, as I type this, is waiting for a vote. It’s disappointing — but not surprising — that Senate Democrats are choosing politics on the cusp of a major victory for American leadership. Find another instance in history where Congress, when given the choice, opted to push an industry out of the United States rather than smartly regulate it. American Exceptionalism was once a bipartisan goal; if Clarity fails, I have serious doubts. These same Democrats — many of whom have taken millions of dollars from the crypto industry — proclaim that Clarity lacks safeguards for consumers and falls short in countering illicit finance. Nothing could be further from the truth. Titles II and III materially uplift regulatory and compliance obligations for digital asset intermediaries, placing them on similar footing with traditional financial institutions. The Blockchain Regulatory Certainty Act — which Washington lobbyists have spun up as a boogeyman for certain groups of prosecutors and law enforcement — does nothing other than codify longstanding Treasury Department policy that’s remained consistent across Administrations: non-custodial builders and developers are not, and have never been, subject to registration obligations under the Bank Secrecy Act. And at this point, major law enforcement trades that once opposed the bill, including the Fraternal Order of Police, have now endorsed it. The Senate needs to vote NOW on this landmark legislation. The truth is that Senate Democrats are afraid to advance the Clarity Act as they fear Senator Warren and the “Anti-Crypto Army” she once promised to build. In the days ahead, Leader Thune will put this theory to the test. Will Senate Democrats be on the side of American Exceptionalism, or will they opt to cede American leadership of a global industry for fear of the bespectacled squirrel’s Left flank? America will lead or America won’t. It’s not more complicated than that. I believe Satoshi once said it best: “If you don’t believe me or don’t get it, I don’t have time to try to convince you, sorry.”

If you think home prices crashing is bad, you have fiat brain. Homes are consumer goods and the cheaper they are the better. You only think of them as an investment asset because your money is broken & you have never known savings.

Hedgeye @Hedgeye

2 months ago

China's Real Estate Market has erased all gains from the last 20 years

891 2K 13K 11.4M 3K

@blknoiz06 Close to 2/3 yr fair value, nothing wrong, just takes market time to price these products correctly

People also thought $MSTR was dead in January of 2024 when the BTC ETF’s launched. “mNAV” fell below 1, “flywheel was broken” Strategy proceeded to go on and acquire 655,256 Bitcoin since then. $8B in capital > $52B in capital. The strategy is refined, leverage is lower, the balance sheet is 6.5x larger, the dividends are being paid, capital machine is working just fine. Excess Bitcoin risk is being pooled and shared in the capital markets, priced in real time, with TRANSPARENT balance sheets & frequent SEC filings. STRC is not a stablecoin, it is a credit instrument. “Depegged” is not a thing, liquidation doesn’t exist, and margin is not calling. The balance sheet is very healthy. Bewilderment will continue, until morale improves.

The Playbook Changed. Did Your Portfolio? The last 5 years might not be a rough patch. They might be the beginning of a reset. It's happened before: 1790s. 1860s. 1940s. Every ~80 years, the old wealth playbook stops working. Those who saw it early came out the other side very differently to those who didn't. We think the 2030s are the setup. We're positioning now. 💡 Thoughts from this week's team education session. Happy to share more in the comments. #investing #bitcoin #wealthmanagement #digitalassets

Every week, our team sits down together to learn. This week's session explored Neil Howe's The Fourth Turning, a framework that maps history through repeating generational cycles and asks what those cycles mean for the world we're investing in today. At NAX Capital, we think understanding context matters as much as understanding markets. That means going beyond price charts and into the ideas that shape long-term thinking. 📚 These weekly education sessions are part of how we build a genuinely informed team, not just about digital assets, but about the broader forces that drive them. 🌐 If you're curious about how we think, visit naxcapital.com.au to learn more about our approach. 🔗

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If your country requires digital ID verification to use social media, then you don't live in a free country anymore. If your country want to regulate or ban VPNs, you don't live in a free country anymore.

Just finished watching the debate between @PunterJeff and @coffeebreak_YT. It confirms what I already believed. Bitcoin Twitter is at least 10 years ahead of the general population. Truly understanding Bitcoin and Bitcoin credit products like STRC and SATA carries more practical weight today than a degree from Harvard or Oxford. You are in the 0.001% if you're this early and understand.

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems. AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency. This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work. We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government. Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution. The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

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Historically, several late-stage empires have experienced decade-plus periods of secular inflation. The Common Themes Across These Cases are: 1.Monetary distortion – often via currency debasement or excessive issuance without productivity growth. 2.Military overreach – empires straining to maintain or expand borders and influence. 3.Administrative decay – inability to collect taxes efficiently or manage spending. 4.Declining trust in institutions – both monetary and political. These secular inflations typically signal imperial overstretch, the breakdown of old economic systems, and a transition period before reform, or collapse.

1B STRC 🟠

Michael Saylor @saylor

4 months ago

Strategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026. As of 4/12/2026, we hodl 780,897 $BTC acquired for ~$59.02 billion at ~$75,577 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

1K 3K 21K 2.0M 424

@jam_croissant Top draw 👏🏼

It may be tempting to think that the rise in yields is the product of a US-centric dynamic (relating to OPEC recycling no/fewer petrodollars into Treasuries), but the next chart shows that yields are rising everywhere. This is global reset, not unlike 2022.

@BitPaine The latter

@ceterispar1bus 😂

@vonderleyen 🤡 Foresight within these bunch are non-existent

@options_insight Lot of vol supply this quarterly OpEx, hence the index behaving the way it has.

@options_insight Sounds like you'd like to be long calls instead of equity