Nicolas Mourot

FTX SOLD A $200K STAKE THAT WOULD BE WORTH $3 BILLION TODAY In 2022, Alameda Research (Sam Bankman-Fried's trading firm, tied to FTX) invested $200,000 in a small startup called Anysphere, the company behind Cursor, the AI code editor. → That check bought roughly 5% of the company. In November of the same year, FTX collapsed. The bankruptcy liquidators needed to sell everything fast to pay creditors. In April 2023, they sold that 5% stake in Cursor for… exactly the same $200,000. ZERO PROFIT. This week, Elon Musk's SpaceX announced it has the option to buy Cursor for $60 billion by the end of the year. Those same 5% would be worth roughly $3 billion today. A 15,000x return that FTX creditors lost forever. Meanwhile, Sam remains in prison arguing that the bankruptcy lawyers destroyed billions by selling assets too early. This case just became Exhibit A for his argument.

Nicolas Mourot, Managing Partner, Redwood Digital Group For institutional or accredited investor inquiries, please contact: Info@rdg.fund → or visit rdg.fund/contact This is not an offer to sell securities.

Bitcoin whales just had their largest weekly accumulation since July 2025 👀 While retail watched the drawdown, the biggest wallets on the network spent the week buying. → Whale buying at a level not seen in 9 months (Bloomberg) → BlackRock's $IBIT bought another $256M in $BTC on Monday → Morgan Stanley's $MSBT: 9 straight days of inflows, now the #3 Bitcoin ETF in the world → Spot $BTC net flows hit +$272M in a single day this week → $BTC reclaimed $78,000 overnight Wall Street isn't watching candles. It's voting with the biggest checkbook on Earth.

63% of Bitcoin's entire node network is hiding on Tor right now 👀 23,527 computers across 157 countries are validating every block in real-time. → 14,960 nodes running on .onion (63.59%) → 7,213 on IPv4 (30.63%) → Only 1,360 on IPv6 (5.78%) The "global" currency is still a Western infrastructure story. The next decade of $BTC is about who fills the blank spaces on this map.

Nicolas Mourot - Managing Partner, Redwood Digital Group For institutional or accredited investor inquiries, please contact: Info@rdg.fund → or visit rdg.fund/contact This is not an offer to sell securities.

One man just passed the world's largest asset manager in Bitcoin holdings 👀 Michael Saylor's Strategy now owns more $BTC than BlackRock's IBIT. → Strategy: 815,061 BTC → BlackRock: 802,823 BTC → Latest buy: 34,164 BTC for $2.54B at ~$74,395/coin → 3rd-largest MSTR purchase ever, only 2 post-Trump-election were bigger BlackRock manages $14T across 16,000 products. Saylor runs one company with one thesis. The individual just out-accumulated the institution.

The Senate is about to confirm a Fed Chair who has personally bet against the dollar 👀 Kevin Warsh goes before the Senate Banking Committee next Tuesday. His disclosure lists: → Solana, Optimism, Polychain, dYdX, Dapper Labs → Bitwise (advisor + investor) → Stakes in Eulith, Lemon Cash, OnJuno, Ridian → Positions in 20+ crypto-linked entities total The same man who may set US monetary policy already decided, with his own capital, that the future of money isn't one he fully controls. ( He once called Bitcoin an important asset for policymakers. Now we find out how important. )

Stablecoin volume just hit $4.5 trillion in Q1 2026 👀 10 straight quarters of growth. No dips and no resets. → Q3 2023: ~$1T → Q1 2026: ~$4.5T, a 4.5x increase in under 3 years → Growth accelerated after the GENIUS Act passed in Q2 2025 → Stablecoin market cap now sits at $320B ATH Stablecoins aren't a crypto feature anymore. They're a payments layer.

The next Federal Reserve Chair holds Polymarket, SpaceX, Solana, and Compound in his portfolio 👀 Kevin Warsh just filed 69 pages of financial disclosures. Here's what they reveal: → $131M–$209M in total assets, 20x richer than Trump himself → $100M+ in Druckenmiller's Juggernaut Fund → Stakes in Polymarket, Tenderly (Ethereum dev tools), Lemon Cash, DeSo → Exposure to Compound, Optimism, Blast, and Solana through venture vehicles → $10.2M in consulting fees from Druckenmiller's family office He once called Bitcoin "the new gold."a The man who may control the money printer already bet on the alternative.

Strategy bought $1 BILLION in Bitcoin without diluting a single share of $MSTR 😱 How? By selling $STRC. A new instrument nobody was paying attention to, until it hit $1.1B in daily volume yesterday. → 13,927 BTC acquired at ~$71,902 per coin → Total BTC held: 780,897, more than 2x what's been mined this entire year → $49B in ATM capacity still untouched → Meanwhile, former Sotheby's CEO Tad Smith says bears are doing hard work to keep the stock down, and it's poised to go higher Saylor isn't just buying Bitcoin. He's building a machine that converts Wall Street capital into scarce supply. Every week, the float shrinks. The math doesn't care about sentiment.

Durov called WhatsApp encryption "the biggest consumer fraud in history" 👀 Here's what he said: → ~95% of WhatsApp messages end up as plain-text backups on Apple/Google servers, not E2E-encrypted → Backup encryption exists, but it's opt-in. Almost nobody enables it, let alone with a strong password → Even if YOU encrypt your backups, 90%+ of the people you message haven't, so your conversations leak through their devices → Apple and Google disclose backed-up WhatsApp messages to third parties thousands of times per year Meanwhile, Telegram claims zero message disclosures in 12+ years 💬 - Elon co-signed: "Can't trust WhatsApp". - WhatsApp fired back: "categorically false and absurd." The debate is loud. But the real question is quiet. How many of the 2 billion users even know their backups aren't encrypted?

Bitcoin has been declared dead 472 times 👀 If you invested $100 every time someone wrote the obituary, you'd have $7.5 million today. → First "death" was in 2010, when $BTC was under $1 → The 472nd was this month, with $BTC above $65K → That's a 7,500,000% return on contrarian conviction The graveyard keeps growing, the price keeps not caring.

Iran may have just found a new “business model” 👀 $1 per barrel, paid in Bitcoin. Iran just turned the Strait of Hormuz into a toll road, a route that carries ~20% of the world’s oil. Tankers submit cargo details, get a quote, and settle in crypto. → Potential revenue: up to ~$7.7B annually A sanctioned nation collecting fees through a system no one can freeze, block, or confiscate. You don’t have to like Iran, that’s not the point. When trust between nations breaks down, Bitcoin still settles. That’s the whole idea behind $BTC. It always has been. Not to replace your credit card for buying donuts.

Google says quantum computers could crack Bitcoin's keys in 9 minutes 👀 Adam Back's response? "Google confuses Taproot/Schnorr." He's right. And the proof now exists. → Tim Ruffing (Blockstream Research) published a formal paper proving Taproot's script-path spends are post-quantum secure → BIP-360 was merged into Bitcoin's official proposal repo in February 2026, introducing quantum-resistant "Pay-to-Merkle-Root" transactions → BTQ Technologies already deployed a working prototype on testnet, 50+ miners, 100,000+ blocks mined → If quantum computing ever forces a defense, Schnorr signatures can be paused and users recover funds through Taproot's hidden fallback paths The upgrade path is already built into the protocol. Most people just haven't noticed. Bitcoin doesn't panic. It ships.

Morgan Stanley's spot Bitcoin ETF goes live tomorrow 👀 $10 trillion in client assets. 16,000 financial advisors. One product. → This is the largest wealth management firm in the world entering the spot BTC race → BlackRock's IBIT took 14 months to reach $40B in flows → Morgan Stanley's 16,000 advisors were already cleared to pitch BTC since 2024, now they have their own product → Spot BTC ETF inflows hit +$471M yesterday, one of the biggest days of 2026 The ETF war isn't slowing down. It's compounding.

Fear & Greed Index: 11. Extreme Fear. Meanwhile, BTC just reclaimed $69K, up 4% in 24 hours. Price is moving. Sentiment hasn't. → The last time this divergence happened (Oct 2023), BTC rallied 82% in 90 days → Kalshi data: Bitcoin is outperforming gold today → ETF inflows quietly turning positive again Everyone's watching the price. Almost nobody's watching the signal.

The US Treasury just dropped its first-ever stablecoin rulemaking 🇺🇸 April 1, 2026. Not a joke. The GENIUS Act is now officially in the proposed rulemaking phase, the first federal stablecoin law in history. → Treasury is seeking public comment on state-level stablecoin regulation → Payment stablecoins can't pay interest (designed to protect bank deposits) → Dual federal-state system: states can regulate their own issuers under federal terms → Fed Governor Barr pushed for stricter AML controls This is the moment stablecoins stop being a gray area and become regulated financial infrastructure. The US just chose to lead instead of react. Nicolas Mourot - Managing Partner, Redwood Digital Group For institutional or accredited investor inquiries, please contact: Info@rdg.fund → or visit rdg.fund/contact This is not an offer to sell securities.

Google says quantum computers could crack Bitcoin's keys in 9 minutes 👀 CZ's response? "No need to panic." He's right, but only half right. → Bitcoin devs are already building BIP360 for post-quantum security → Google reduced the qubit requirement from 1M to 500K, cutting the timeline dramatically → The real vulnerability? Mempool attacks during the 10-minute block window But here's what nobody's talking about: The governance. Decentralized networks need consensus to upgrade. ▫️Some will fork ▫️ Some will fight And abandoned projects? They'll just break.

Everyone says ETH is dead 👀 Meanwhile, Ethereum hosts 61.4% of ALL tokenized assets globally. That's $206 billion settled on one chain. → +40% growth year over year (Token Terminal) → BlackRock's BUIDL fund: $2.1B in assets, now on 7 blockchains → Larry Fink just compared tokenization to the internet in 1996 → Franklin Templeton tokenized 5 ETFs on Ondo this week Name one "dead" chain doing $206B in real-world settlement. I'll wait 👇

Here’s a clean, fully corrected version in English with improved flow: $3,000 and a chatbot to design a personalized mRNA CANCER VACCINE that shrank a terminal tumor by 75%. Paul Conyngham, a machine learning engineer, had a dog named Rosie diagnosed with mast cell cancer. Vets gave her 1–6 months. But he didn’t accept that. → GPT-4o helped him analyze 300GB of genomic sequencing data → AlphaFold modeled the mutated proteins → Seven neoantigen targets were identified and designed into a custom mRNA construct → Three Australian universities partnered on ethics, manufacturing, and treatment Scientists at University of New South Wales called his genomic analysis “stunning” for someone with no biomedical background. (The chatbots gave one person the power of a research institute. That’s the part nobody is ready for.)