SimonKay

@KobeissiLetter More a reflection on Sam Altmann, a man the world should never ever trust.

BREAKING: Microsoft stock, $MSFT, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI.

@mikemcglone11 You or @42Macro. Sorry Mike, it's no competition.

Gold Crosses Signal Buried Stock-Market Volatility Unsustainable The stock market's breakdown vs. gold since 2024 has stalled but appears as an enduring trend, with risk shifting to equities. My analysis of the ancient store of value vs. the S&P 500, crude oil, copper and Bitcoin highlights mounting warnings that the stock market might not remain unusually insulated from the surging volatility tide. Full report on the Bloomberg here: blinks.bloomberg.com/news/stories/t… {BI COMD} #gold #crudeoil #stockmarket #Bitcoin @BBGIntelligence

@TechCharts please no! :-D

$SOLUSD and several other pairs with today's special #cryptocurrency report. >> blog.techcharts.net

@coinbureau Perhaps you could break up @coinbureau tweets into different channels, the actual news and this sort of slop. It's becoming increasingly time wasting to follow you.

⚠️ALERT: $BTC has now ERASED every Hormuz "reopening" headline rally 4 times this month. 1. April 8-13 Two-week ceasefire was agreed, involving the re-opening of the strait. Then Trump ordered the naval blockade and Islamabad talks failed. Round-trip from $72,750 to $70,600 (-$2,150) 2. April 17 Iran FM declares strait "completely open". Then reversed until the US lifts its blockade of Iranian ports. Round-trip from $78,300 to $74,300 (-$4,000) 3. April 21-22 Trump extends ceasefire indefinitely. But Iran reportedly had "no plans" to negotiate with the US. Round-trip from $79,000 to $77,500 (-$1,500) 4. April 27 Iran reportedly delivering a new proposal to the U.S. aimed at reopening the strait. Iran hasn't confirmed this yet. $BTC rose to $79K on the news, but has since slipped to $77.6K, with no fresh catalyst. Bitcoin is already CRASHING with no news behind it.

@coinbureau As if you need headlines at these levels.

🚨 BREAKING: BITCOIN JUST FLASH CRASHED TO $77.5K. Over $68M in LONGS liquidated in the last hour alone. $41B erased from total crypto market cap with $BTC wiping out $27B by itself. No clear catalyst. No headline.

@coinbureau Man who doesn't own crystal ball warns shouting at clouds to become lethal. One day.

🔥WARREN BUFFETT WARNS NUCLEAR WEAPONS WILL LIKELY BE USED SOMEDAY Buffett said it would be more difficult to avoid nuclear war if Iran acquires a nuclear weapon, adding that within the next 100 to 200 years, nuclear weapons are likely to be used.

@coinbureau It's as if trillions of dollars doesn't care that literally nothing happened.. who'd have thought? More coinbureau slop headlines.

🚨BITCOIN SHOOTS ABOVE $78K EVEN AFTER TRUMP DINNER SHOOTING INCIDENT $BTC moved above $78,000 following the reported third assassination attempt targeting Donald Trump at a Washington dinner. Traders are now watching the key $80,000 resistance level.

@scottmelker @Negentropic_ Astonishing analysis, to the level any single trader could tell you, from a company with vested interest in higher prices to sell it's own products.

VANECK ANALYSTS SAY NEGATIVE FUNDING AND HASH RATE DROP SIGNAL $BTC UPSIDE

@coinbureau Wow. A crypto company trying to shill crypto and generate a new narrative to boost it's only business? Who would have expected that???

🚨ALCHEMY CEO: "CRYPTO IS BUILT FOR AI AGENTS, NOT HUMANS" Alchemy CEO Nikil Viswanathan said the next wave of commerce will be driven by AI agents operating natively on crypto rails, not traditional financial systems designed for people.

@ValaAfshar @jam_croissant What a stupid quote. Even the strongest man will be offended if you insult his family. A weak man probably won't. And anyone that thinks they know what "Truth" even is, is already weak.

To offend a strong man, tell him a lie. To offend a weak man, tell him the truth. —Marcus Aurelius

@martypartymusic @BinanceUS Ok BNB. You often criticise them. They are going to build a system they can profit from, of course.

Ive been saying this for a while people looks like @BinanceUS is listening. Stop waiting for permission. Build your world. Nobody will save you and nobody knows better. Manifest your destiny.

@PeterLBrandt @jonbking Or just buy mstr. Much easier and quicker.

My own personal opinion The U.S. govt should engineer a sharp price decline, forcing Saylor into liquidation Then the U.S. govt can stock up on BTC to back up the $USD as a reserve currency I think driving price to $30k would do the trick

@coinbureau highlighting rising institutional interest in Ethereum. - so your getting AI to write your posts now are you? What a stupid comment. We know bitmine has a mandate, it's more bearish than institutional interest. You guys, honestly!

🚨ETHEREUM FOUNDATION SELLS $23.8M IN ETH TO BITMINE The Ethereum Foundation sold ETH at about $2,387 per token in an OTC deal finalized on April 24, limiting market impact and highlighting rising institutional interest in Ethereum.

@MichaelMOTTCM Same place it went last may June, when no one believed it was over and where waiting for a pullback that never came.

where did all the volume go? I don't get it.

@theriskcurve @glassnode God knows who you are but you clearly have no idea how options work if you think this.

@glassnode Options show positioning. They don’t drive the move.

Bitcoin has retested February highs just below 80K and is now consolidating slightly below this level. Here’s what BTC options data shows on positioning, volatility expectations, and sentiment beneath the surface.

@_Checkmatey_ @RyanSAdams @scottmelker @mikemcg0 Not entirely sure the data agrees with the fact it's not deflationary. But fair enough points. Market also doesn't think BTC is worth 100k, doesn't mean it we're not betting on it changing it's mind. Cheers.. and GG.

@SimonKay100 @RyanSAdams @scottmelker @mikemcg0 The market has already rejected that thesis. The eth supply is not deflationary and ETHBTC has more than halved since. Gg.

I disagree @scottmelker, ETH can hit $250k you're applying arguments against ETH that you don't apply to bitcoin, and that's exactly the point @mikemcg0 is making - be open to ETH as a SoV. if bitcoin can surpass the value of gold - then so can ETH. and the $250k outcome in the paper isn't a prediction, it's a statement of logic - if ETH is a civilizational store of value like gold, then the outcome is measured in the tens of trillions. no one saying it's easy, or immediate, or even assigning a probability to this outcome (that's for the market to decide). the paper just says - the menger money attributes are there, so be open minded to the possibility.

@_Checkmatey_ @RyanSAdams @scottmelker @mikemcg0 I wouldn't disagree, I also always thought what business wants to build a business on gas fees that eat away and unknown amount of their profit. Better to keep Eth price stable. But then, the other narrative might be ETH is a programmable BTC, burning more tokens than. It issues?

@SimonKay100 @RyanSAdams @scottmelker @mikemcg0 When I looked at how much my ATH ETH holdings were, and compared it to my all time gas consumption, I realised I had bought 245years of usage. I sold it all the next day. There is no value capture for the token. The math works at 100x smaller valuations.

@_Checkmatey_ @RyanSAdams @scottmelker @mikemcg0 that's very pessimistic from a guy who's normally all about the data @_Checkmatey_

@RyanSAdams @scottmelker @mikemcg0 Argument makes perfect sense.... ...if you're talking about a $250k market cap, but not price.

@glassnode @anti_fragile while funding rates are negative? sounds like BS to me, and what whale longs the breakout?? they long the dips.

Whales on Hyperliquid have been longing the breakout of the range. Their conviction and long positioning have steadily increased over the past two months, signaling strong bullish sentiment among big perp players. 📊glassno.de/495ArH0

@TrisOsborneMP The definition of "clutching at straws" wanna boast about the FTSE 100 again too???

We are getting a grip of the finances after the Truss market crash and Sunak recession. Much more to do.