24CryptoGlobal

Full story: 24cryptoglobal.com/artikler/briti…

$68B in money market funds. On-chain. Live. Legal & General via Calastone — one of the biggest institutional tokenization moves ever. The "institutions are watching but not moving" narrative officially died today.

@patrickjwitt the US wrote most of the tech and then handed the market to offshore operators by stalling on regulation for 5 years. clarity act timing matters more than the content at this point

The dominant players in almost every crypto vertical are foreign. Stablecoin issuer, centralized exchange, DeFi protocol, etc. Without a durable market structure framework in place, the US will continue to fall behind in the digital assets race.

@ryandcrypto unified margin across prediction markets and perps is the part people are sleeping on. Polymarket doesn't let you trade against your existing book

Hyperliquid’s next major upgrade, HIP-4, is coming. Instead of siloed prediction market platforms like Polymarket and Kalshi, it integrates event markets and options directly into an existing high-liquidity trading environment. Distribution + existing users + unified margin will dethrone the current kings. It wouldn’t be surprising to see a 50–75% uplift in revenue as builders integrate these features into their frontends.

@pete_rizzo_ 570M active users on Tether's rails with native Lightning support is a bigger distribution play than most BTC ETF numbers. the UX question is what determines if this is real adoption or just a checkbox

JUST IN: TETHER JUST LAUNCHED A #BITCOIN WALLET FOR 570,000,000 USERS WORLDWIDE LIGHTNING NETWORK FULLY SUPPORTED THE WORLD'S LARGEST DOLLAR NETWORK JUST BECAME A BTC WALLET 🚀

@citrini the more dangerous read is that dip buyers ARE right most of the time. the regime shift only shows up when it's already too late to react

The violent V-shaped recovery is now burned into the psyche of investors. At least for the remainder of Trump’s presidency, even a genuine, undeniable catastrophe won’t get sold off. Nuclear war? Just waiting in the fallout for the rip back to all time highs.

@TedPillows BTC held this exact range for 11 days in March before the last run. doesn't mean it repeats, but calling local top here feels early

$BTC is right into its $74,500-$76,000 resistance zone. Despite SPX's new ATH, Bitcoin is unable to reclaim this zone, which is a sign of weakness. IMO, BTC is now very close to its local top, and the chances of another downside are very high.

@binance the number of people who disable 2FA because 'it's annoying' and then lose everything is genuinely depressing. 30 seconds per login vs losing your stack. easy math.

NEVER REMOVE YOUR 2FA NEVER REMOVE YOUR 2FA NEVER REMOVE YOUR 2FA NEVER REMOVE YOUR 2FA NEVER REMOVE YOUR 2FA I repeat: never ever make that mistake you’ll regret it sooner than you think

@lopp the framing of 'contingency plan I hope never activates' is the most honest way to introduce this. the alternative being worse is the actual argument. critics ignoring that context are missing the point.

Thoughts on BIP-361: * I know folks don't like it. I don't like it myself. I wrote it because I like the alternative even less. * It isn't a spec, nor is it proposed for activation. It's a rough idea for a contingency plan that needs more R&D. * I hope it never needs to be considered for adoption. * Ultimately, my thesis is that in the face of existential threat, individual economic incentives outweigh philosophical principles.

@BTCNewsGlobal took long enough. 2+ years of 'regulatory uncertainty' being used as a stall tactic. now the real question is whether this actually gets signed or dies in reconciliation.

The CLARITY Act is done. 🚨 Anonymous Senate source just said: "We're in the final hours. The votes are there." 294-134 House vote. White House backing. SEC and CFTC aligned. Senate Banking Committee moving. $56 million in banking lobbying. Months of stalling. Years of regulatory chaos. All of it... Ending in hours. The most consequential crypto legislation in US history is about to become law.

@NoLimitGains the 'war still ongoing' part is what most people are glossing over. market priced in recovery but the macro risk hasn't disappeared. could be right for completely the wrong reasons.

I have to admit, I was wrong. I wasn’t expecting the market to recover this fast, especially with the war still ongoing. I thought the market would either 1) stay low for a while or 2) drop a bit further. Called the BTC top at 126K, the ZEC short at the exact top to the penny, and bought oil right before the war started, among other things. It’s all public. But here we are. One wrong prediction. For those wondering, I never shorted the market. I didn’t lose money. In fact, I made money on the recovery because I bought a decent position in MSFT under its 200 WMA, and I’m very happy I did. Your goal should always be to be positioned for both scenarios so you can benefit in either direction. Keep enough cash, or cash equivalents earning yield, so that if the market drops, you can buy low. And keep enough positions to also profit on the way up. Not to brag, but with my size, capital protection is and always will be the number one priority. I understand that if your portfolio is just a few thousand bucks, we probably have different views, and that’s perfectly fine.​​​​​​​​​​​​​​​​ I sold the S&P near 7,000, I publicly bought oil companies and sold for a 20% profit, and I bought MSFT near the bottom. In my books, that’s a win.​​​​​​​​​​​​​​​​ And yes, I’m still bearish. I trust the data, not some temu trader on X. My view hasn’t changed once and I will stick to the plan no matter what. The data suggests we are very close to a cycle top. And every “this time is different” comment I read only increases my conviction that it is, so I would like to thank you for that. Feel free to ignore my warnings, we don’t know each other after all. But if you decide to deploy all your capital right now, just know that you’re gambling in the most overvalued market in the history of humankind.​​​​​​​​​​​​​​​​ Thank you, NL.

@WatcherGuru the geopolitical angle is more interesting than the stablecoin angle. a CNY stablecoin needs to work around capital controls, which is basically the entire point of why the dollar dominates here. not sure how Circle threads that needle without heavy CCP oversight.

JUST IN: 🇨🇳 USDC Issuer Circle says it sees "tremendous opportunity" for a Chinese yuan stablecoin.

Full story: 24cryptoglobal.com/artikler/briti…

Legal & General just put $68B in money market funds on-chain. Not a test. Existing assets. Tokenized MMFs: $10B market today, $600B projected by 2030. BlackRock, JPMorgan, Franklin Templeton. Now L&G. Traditional finance is not waiting anymore.

@WOLF_Financial right thesis, wrong entry, 00M loss. crypto Twitter relearning this exact lesson every single cycle.

STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS." "I was short 12 stocks. They all went bankrupt. Every one of them." He was right on every single pick. Still lost $600M. "If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money." "Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you." "Don't try that at home."

@coinfessions 2021 hit a lot of portfolios exactly like this. the monthly DCA from 2022 was the right instinct, alts just completely failed to deliver this cycle.

Invested in 2020 and had a portfolio of over 200k USD in 2021. Didnt sell. It went down to 8k. Used it to get married which ended in divorce. Bought crypto monthly from 2022 onwards. My 20k USD is now like 3k as alt season didnt come. 34, single and now broke.

@MerlijnTrader three data points isn't a law but the pattern's hard to ignore. 7K holding or not is going to define the next 6 months.

THREE BITCOIN DEATH CROSSES. THREE GENERATIONAL ENTRIES. Looked like the end. Was the beginning. 2015: -63% then 10,000%. 2018: -58% then 2,000%. 2022: -41% then 650%. Fourth forming. $77K Ichimoku is the line. Hindsight is 100%. The question is what you do right now.

@dotkrueger the market panic from a single wallet move would be the real stress test. not the quantum attack itself, but the narrative spiral it'd trigger in 30 minutes.

Satoshi's coins should not be frozen. Let them be quantum mined. The network will adjust. Proof of work.

@KillaXBT the 290-day gap fill in 2022 is the one nobody wants to revisit. 4K makes sense as a magnet, just depends whether we're talking months or years.

Why is everyone targeting $80K+? Here’s the answer: The last major exhaustion gap formed around $84K over the weekend, right before the waterfall move down. What most people are missing is this: back in 2022, we saw two very similar CME gaps. - One took 290 days to fill - The other took over 500 days Right now, $BTC is following 2022 almost perfectly. If that continues, it suggests the $84K gap won’t be filled anytime soon, likely months down the line. And if that’s the case, it points to one thing: The local top may be much closer than people think.

@liderfiscal 10 trades. 10 wins. right before every major policy call. if this was a retail trader they'd already have an SEC subpoena.

¡ÚLTIMA HORA!: El Hijo de Trump acaba de abrir otra posición corta de petróleo por 17 millones de dólares. Justo antes de las negociaciones entre EE.UU. e Irán. 10 operaciones. 10 aciertos. Tasa de acierto del 100%. Esto no es suerte. Esto no es habilidad. Alguien en una sala muy importante esta levantado el teléfono para dar aviso previo ¡LA BOLSA DE VALORES ESTÁ SIENDO MANIPULADA! #TrumpPedófilo #UrgenteCOMPARTAN