Bitcoin has gone down more than 20% SEVEN times this cycle
Source: Bitcoin magazine
S&P Global: "we are likely to continue to view capital as a weakness, because Strategy's bitcoin holdings are likely to grow materially"
So basically "the more Bitcoin they buy, the weaker their capital becomes.” If Strategy held U.S. Treasuries, S&P would call it “high-quality capital.” But if Strategy holds bitcoin, they mark it as negative equity. Incredible Source: @AdamBLiv
US Treasury yields are falling — but this time, it’s not about fear. It’s about confidence. 💡
The Trump–Bessent supply-side mix, tariff revenues, and AI-driven growth are reshaping the bond market story. 💵 Tariffs are turning out to be less inflationary than initially feared (at least for now) and deficit-friendly. 💰 Stablecoins now hold $180B+ in Treasuries, quietly anchoring the short end of the curve. 🚀 The U.S. productivity boom powered by AI is leaving others behind — while Europe unravels fiscally, Britain wrestles with debt, and China sinks deeper into deflation. As global credit stress rises, U.S. bonds are the safe haven again. The curve’s bull flattening isn’t a warning — it’s (almost) a vote of confidence. The U.S. is once again the "least worst" house in a bad neighborhood of indebted peers. Source: Bloomberg, James E. Thorne @DrJStrategy
When AWS goes down…the fiat world breaks
Source: Neil Jacobs - FOMO21.com - Bitcoin
FT investigation: "How the Trump companies made $1bn from crypto"
>>> https://lnkd.in/eSXMsMra The president and his family have built a rapidly growing digital assets empire which has been fuelled by the administration’s industry-friendly policies. Source: FT
Wall Street average allocation to gold: 2.4%
Wall Street average allocation to crypto: 0.4% (source BofA Fund Manager Survey, zerohedge)
JUST IN: Wall Street giant Citi bank to launch Bitcoin and crypto custody services in 2026
Source: CNBC
According to StockMarket.news
The same trader who made $192M last week thanks to almost perfect timing in his/her shorts on cryptos just opened another massive round of shorts on Hyperliquid reportedly over $160M worth. The timing is uncanny. Does he/she know something we don’t?
