SHIFT

We’re proud to welcome @JupiterExchange to the Shift Stocks Alliance. Bitcoin treasury stocks are coming to the world’s leading liquidity aggregator with over $2.5T in volume routed to date. Soon, Shift Stocks on Jupiter will give DeFi users 24/7 permissionless access to BTC-backed treasury assets powered by @Solana’s speed and verified with @chainlink Proof of Reserve.

@thepowerfulHRV STRC is not immune to all this chaotic bullshit but relatively strong tbh

$STRC catching a bid even as the rest of the market goes risk off.

@thepowerfulHRV love to see it!

200 more BTC for $DDC. Now holds 2,383.

@Blockworks @jup_predict noice!

Open interest on Jupiter Predict closed last week at an ATH of just under 2 million contracts.

@thepowerfulHRV word! can't wait for a massive inflow from gold bugs

This is bullish for Bitcoin IMO

@fintechfrank safe haven joined the group

Last month performance: S&P: - 4.33% Gold: -8.61% Bitcoin: +3.82%

@jimcramer any thoughts about MSTR and STRC?

Very oversold...

@Kalshi wow

JUST IN: 75% chance Bitcoin falls below $60,000

@EliBenSasson seems like Q4 is going to be slightly better

Crypto Winter prediction – How long will it last? It’s that time again, and if you’ve been around long enough you know the feeling. Crypto winter. The tulippers are out shouting "Bitcoin to Zero" for the n’th time. No amount of positive news has any effect on any token price. Folks are asking "Will crypto survive?". We’ve been there before, so, how long will it last? Let’s look at past cases, taking BTC price as our measure of winter. I’ll define winter duration as the time between one ATH to the point where price starts trickling up again. Here’s the plot with duration of past winters, and this one. If we assume this winter will be similar to previous ones, then the best case scenario is that we’re already in spring and things are starting to thaw up, and the worst case scenario is that we have another 11 months of winter. So I’ll go with something in between and say we have another 3 months of winter, assuming this one will be average (10 months long). Not investment advice. DYOR. What’s your prediction?

@KobeissiLetter capital is going to be deployed into Bitcoin?

BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.

Bitcoin is the ultimate hedge against chaos. $BTC

@KobeissiLetter i had so many people telling me about Capital rotation and gold going easy 10k

BREAKING: Gold drops below $4,700/oz and silver falls below $70/oz as rates cuts are priced out due to rising inflation and the Iran War.

Here’s a TL;DR of Powell’s pitch from yesterday, a list of key takeaways to market implications. 👀 - Middle East war impact on inflation "uncertain" but significant - Energy shocks + tariff inflation creating "series of interruptions" - NO rate cuts without clear inflation progress - Data center buildout (AI infrastructure) pushing prices up - Only 50% chance Fed cuts rates this year Can't just "look through" energy spikes anymore due to persistent goods inflation from tariffs. Context matters more than usual. MARKET IMPLICATIONS: - Oil/Gas: Bullish - Fed acknowledging energy as inflation driver, geopolitical premium intact. - Stocks: Bearish - Higher for longer rates + no cuts = multiple compression. - Gold: Mixed - Inflation hedge vs higher real rates battle. - Silver: Volatile - Industrial demand vs rate sensitivity. - Bitcoin: Bullish - Inflation hedge narrative strengthens, debasement trade intact, digital flight-to-safety during Middle East chaos. What does this mean? Powell just confirmed what markets feared: sticky inflation is back. The Fed put is dead until 2025 at earliest. This accelerates institutional flight to alternative assets. Bitcoin benefits as digital gold. RWAs become critical for yield-starved institutions seeking inflation-protected returns. Traditional 60/40 portfolios are broken in this environment. Tokenized real assets that generate cash flows (real estate, commodities, infrastructure) outperform rate-sensitive securities. The monetary debasement trade is alive. Hard assets win.

@chamath noice

Pod will be a banger. All Jensen all the time - from GTC! Up soon…

@BTCtreasuries very bearish prediction imo

JUST IN: $2.66 trillion banking giant Citi has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $260.

@grahamfergs still so many people faded this sector

RWA growth is parabolic.

@Barchart bullish

CBOE Volatility Index $VIX on track for a 3rd consecutive weekly close above 25 🚨 This would be only the 3rd time that's happened since late 2022 😱👀

@CoinDesk can't stop this train

DATA: Tokenized equities surged from under $100M to over $4B since the start of 2025.

@RWAFoundation_ by far the biggest opportunity in crypto

The tokenization of Real World Assets is Inevitable.

@JeffBooth Bitcoin is hope! still the vast majority see it either as a scam or as a speculative asset only

In a world drowning in infinite money printing, Bitcoin stands as a beacon of scarcity and truth. Fixed supply isn't just a feature; it's a breakthrough. While fiat dilutes value, Bitcoin preserves it. Choose wisely — the future hinges on this fundamental shift.

@LeonWaidmann we are finally so back?

112,800 ETH removed from circulating supply in the last 30 days. Here's the breakdown: 🔹 SER entities withdrew: -194.3K ETH 🔹 New issuance: +82.1K ETH 🔹 Burned: -0.56K ETH 🔹 Net result: -112.8K ETH (2.37x deflation rate) Corporate treasuries are absorbing more ETH than the network is producing. Over 2x more! ETH price is down. Supply is shrinking. Treasury conviction is rising.