APxBTC

🚨 The banking cartel is in full panic mode. 🚨 While Americans were celebrating Mother’s Day with their families, the CEO of the American Bankers Association sent a frantic alert to every bank CEO in the country, demanding “immediate engagement” to lobby Senators and kill stablecoins that would finally let everyday Americans earn real yields on their own money. This line in the letter sticks out: “we believe committee members may not be fully aware of the risks to the economy by the stablecoin loophole.” That’s both intellectually dishonest and simultaneously demeaning. First, there is no “loophole.” This entire issue was litigated during the GENIUS Act debate. @BillHagertyTN worked tirelessly on this issue and this statement is an insult to his and others work. For decades, these banks have treated your deposits like their personal piggy bank, paying you next to nothing while lending YOUR money out for massive profits and executive bonuses. During the Biden era, these same banks worked hand-in-glove with @SenWarren and her allies to debank Americans, including President Trump’s own family. They shut down accounts of conservatives, patriots, and anyone who dared challenge the regime, all while regulators applied pressure under schemes like Operation Choke Point 2.0. It wasn’t about risk. It was about political control. Now that innovative stablecoins threaten to break their monopoly and give you actual financial freedom? They’re running to Congress again, screaming about “threats to economic growth and financial stability.” Translation: Protect the racket at all costs. The Senate Banking Committee votes on landmark crypto legislation this Thursday. As a member of that committee, my message is clear: Hands off the people’s money. Let Americans choose real competition and better returns. No more shielding Wall Street from the future. The banking elite’s days of rigging the system and debanking their political enemies are over. Innovation, freedom, and the American people will win. I’m voting to break the cartel.

Yesterday our trend model for Bitcoin turned positive and we took a position in our Tactica program, which is now fully invested. $BTC

doomerism is a disease, a popular one. but things always work out here's a few facts global extreme poverty has been cut in HALF in the last 20 years people have devices and AI that have all the information in the world that can be accessed instantly. enabling them to create anything they want or imagine world gdp per capita continues to rise, especially in emerging economies markets have a 100% recovery rate, 100% of the time calling for a global recession year round, every day of the year, for half a decade isn't working out be an optimist the future is bright

When I was 7 years old I was asked by my father what went into the price of a sandwich. Considering it carefully, I answered. The lettuce, the tomato, the bread and the meat. I did not consider correctly. I was short quite a few costs as my father was eager to point out. I had forgot the labor of the worker, the rent of the land, the marketing costs of the chain. I wasn’t seeing the full picture. Today we are all making a similar mistake with AI. We are not considering what cannot be considered. As foreign to the 7 year old as these excess charges were, so are the downstream affects of AI. In 1850, if you had told a teamster that his horse and carriage would soon be obsolete, he would have envisioned a world of mass starvation for men of his skill. He could grasp the concept of a faster carriage, but he could not conceive of the interstate highway system, the suburban real estate market, or the roadside motel industry. These were not just new products; they were an entirely new social architecture. We are currently in the teamster’s shoes. We see AI automating the ingredients of our current economy—the writing, the coding, the data entry—and we fear the void. But history shows that humanity doesn't fall into the void; it builds a floor over it. Karl Marx looked at the dark satanic mills of the 19th century and saw a terminal point. He argued that as the means of production became more efficient, capital would consolidate and labor would become a worthless commodity. He believed capitalism would eventually eat itself because it would run out of things for people to do. Marx was wrong because he viewed human utility as a fixed pie. He didn't understand that technology doesn't just subtract labor; it changes the nature of what we consider valuable. When the mechanical loom made fabric cheap, we didn't stop buying clothes. Instead, we invented the fashion industry. We created brand management, retail psychology, and textile engineering. We moved from a world where everyone owned two outfits to a world where millions of people are employed in the cycle of seasonal trends. In the age of the steam engine, "handmade" was a sign of poverty. Today, it is a luxury. We are already seeing a shift where the human touch—the artisanal, the face-to-face, and the physically present—is becoming the high-margin sector of the economy. Every time we automate a simple task, we move the human to a more complex one. We didn't stop needing accountants when Excel was invented... we simply started asking accountants to perform much more sophisticated financial modeling. The 7-year-old misses the rent and the marketing because they are abstractions. Similarly, we struggle to see the jobs of 2040 because they rely on problems we haven't even encountered yet. We might see the rise of Personal Data Stewards, who manage the interaction between our private lives and public AI models, or Reality Architects, who ensure that the virtual spaces we inhabit are psychologically grounded. The world works itself out because humans are fundamentally restless. We do not tolerate a vacuum of purpose, we seek higher function always.

[ DOOMER ] TETHER TO SELL EXTRA GOLD RESERVES, WILL USE PROCEEDS TO BUY BITCOIN: PRESS RELEASE

$IREN compensation structure is INSANE... The CEO receives a huge bonus if the stock reaches $370, $650, $925, and $1,850. They're literally planning for a $400B market cap in the future. The only stock where I have seen a similar moonshot incentive structure is Elon Musk at Tesla Long $IREN

Posting my podcast prep notes for those interested. I cover btc relative catchup trade, institutionalism, usa fascism trade, uranium, quantum, humanoid robotics, privacy and more.

A Final Message From Scott Adams

A lot of people have been asking for an update on this chart, so I’ll just leave this here for anyone who needs to see it.   This shows the average BTC trajectory following an oversold RSI reading, with RSI falling below 30 at t=0.   So far, it’s been pretty bang on.   Unless you believe the 4-year cycle is still in play, which we don’t, this chart should hold up contextually over time. No, it won’t be perfect, but assuming the bull market isn’t already over, it’s a useful chart to keep in mind.   As we’ve outlined many times, based on our work on the business cycle, the current path of financial conditions, and our expectations for overall liquidity, the balance of probabilities is that this cycle extends well into 2026.   In that world, the 4-year cycle is dead.   Remember, the 4-year cycle was never about the halving, despite widespread belief that it is, but instead has always been driven by the public debt refinancing cycle, as outlined in our work at GMI, which post-COVID was pushed out by one year. In our view, the 4-year cycle is now officially broken because the weighted average maturity of the debt term structure has increased. And the bigger picture is that there is still a vast amount of interest expense that needs to be monetized, which has far exceeded GDP growth. Another thing to keep in mind is that bases can take time to form and usually come with plenty of chop before the bigger up-move kicks in. Finally, let me repeat what I said when I first posted this chart last month.   If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you. Move along...

Today, I’m incredibly excited to make my first proposal to Uniswap governance on behalf of @Uniswap alongside @devinawalsh and @nkennethk This proposal turns on protocol fees and aligns incentives across the Uniswap ecosystem Uniswap has been my passion and singular focus for the past 8 years. What started as a small side project is now global financial infrastructure powering thousands of applications with ~$1.8 trillion in annual trading UNI launched in 2020, but for the past 5 years Labs has been unable to meaningfully participate in Uniswap governance, and has been greatly restricted in the ways it can build value for the Uniswap community. That ends today! This restriction was in great part due to a hostile regulatory environment that cost thousands of hours and tens of millions in legal fees. Fortunately, the regulatory environment has shifted This proposal comes from a strong desire to see the Uniswap protocol win as the global decentralized exchange for tokenized value At a high level, the proposal: 1. Turns on protocol fees and uses them to burn UNI 2. Sends @unichain sequencer fees to the UNI burn 3. Burns 100M UNI from the treasury representing the protocol fees that could have been burned if fees were turned on at token launch 4. Introduces Protocol Fee Discount Auctions, a new way to improve LP outcomes and internalize MEV to the protocol 5. Introduces "aggregator hooks” which will turns Uniswap v4 into an onchain aggregator that collects protocol fees on external liquidity sources 6. Focus Labs on driving protocol growth and adoption, including a contractual agreement to only pursue initiatives that align with Uniswap governance interests ^ As part of this, Labs will stop collecting fees on its interface, wallet, and API to supercharge distribution and adoption of the Uniswap protocol 7. Moves Foundation employees to Labs with a shared goal of accelerating protocol growth, under a growth fund from the treasury 8. Move governance-owned Unisocks liquidity to v4 on Unichain and burn the LP position I believe Uniswap protocol can be the primary place tokens are traded. This proposal sets the stage for the next decade of its growth @Uniswap will ship relentlessly over the coming years and supercharge the ecosystem of developers, LPs, and traders building on top I'm so grateful to the community that has made this all possible, and excited for what's next 🦄

Air traffic controllers aren’t getting paid.   Federal employees aren’t getting paid.   Practically the only people in our government who ARE getting paid are members of Congress.   That's why I brought two bills to the Senate floor to stop paying Congress during shutdowns.

Bitcoin.

JPMORGAN: BITCOIN NOW LOOKS CHEAP VS. GOLD AFTER FUTURES SELL-OFF JPMorgan strategist Nikolaos Panigirtzoglou said bitcoin’s sharp drop — over 20% in October after peaking at $126,000 — was driven by heavy deleveraging in futures and fallout from a $128 million crypto theft. With leverage back to normal levels, he said bitcoin now appears undervalued relative to gold on a volatility-adjusted basis. To match gold’s private investment value, bitcoin’s price would need to rise about two-thirds to $170,000. Panigirtzoglou added that most of the futures unwinding is likely over, making bitcoin’s near-term outlook more stable.

Do i need to repeat it again? I will anyway.... TOP IS NOT IN. I am not gonna sit here and try and claim any clout at any point, because I called the bottom too early anyway. I am not the best LTF trader... and I don't care about clout at all. But one thing I am very good at is understanding overall macro and HTF structure, and during this cycle, I am yet to get that wrong. I am early sometimes... but the overall picture I see very clearly. Already, BTC has reclaimed the 1W 50SMA and as back above $104k. Like I said yesterday, I am expecting this to hold on the weekly close and finish the monthly in green. Every headwind that BTC has had has been resolved or has been absorbed well. - OGs selling(held above $100k for almost 5 months!) - Liquidity contraction(QT ending and reserves growing) - Global trade uncertainty - Global wars uncertainty - Insane amounts of leverage in the system And moving forward the only thing we have are strong tailwinds. This kind of PA is cleansing, and it follows the same path evey time. Over leveraged -> heavy liquidations -> cascade & panic -> overreaction → capitulation→ bottom at key HTF support as everyone says its over -> relief rally → Clear skies(hunting late shorts) -> Strong impulsive PA leaving everyone sidelined -> New highs And we can see the PA has followed that again. 1W RSI, sentiment, and 1W 50SMA back into the same levels it was at $49k and $75k. Whilst... Fundamentally nothing has changed, Bitcoin has only become more attractive Structurally, nothing has changed, and Bitcoin looks highly bullish Financially, everything is changing and we are entering liquidity expansive conditions after the most aggresive tightening cycle in years. Most cant see it, but blue skies lie ahead for Bitcoin and alts. It's not over... It is in fact, only just getting started within the phase in which Crypto will have the liquidity it needs to truly expand. There is no denying this has been a hard cycle... a very different cycle. But that doesn't mean its done. What is incoming now is likely the quietest and most hated rally ever after the vast majority have been liquidated or capitulated. Could not be me.

My thesis for remaining bullish going into the end of the year has been built on a few things that I've covered repeatedly over the last 1 month+ on YouTube and here. Summarizing my thoughts below. 4 year cycle, I've been a staunch 4 year cycle believer, it looks like a 4 year cycle, it acts like a 4 year cycle, chances are it's a 4 year cycle. That means I expect the top to form in Q4 of 2025 or early Q1 2026. BTC/Gold ratio, Gold generally leads BTC breaks out by 60-90 days, couple with what I shared several weeks ago that the BTC/Gold bottom is in. BTC hasn't had it's blow off top, seeing tech stocks, Gold, even some crypto companies have parabolic rallies it just doesn't sit right with me that BTC hasn't. I still believe we are due. Weekly cycle, something I've learned from @BobLoukas, but BTC's next weekly cycle low is due, it's either in already or will be in the next couple days. This coupled with how the chart looks and the points I laid out above lead me to believe that cycle low leads to the push to new ATHs. I think Trump has a few tricks left up his sleeve to try pump the markets going into 2026. Not to mention the Gov should be reopening soon - 2019 cycle. There is a chance, of course, that the 4 year cycle is no more. The good news is since I'm still bullish, if I see signs that the market indeed plans to continue higher I can remain bullish. This would likely be characterized by a right translation of the weekly cycle (essentially we make new ATHs in like February after this next ideally parabolic leg to new ATHs). That being said, if the 4 year cycle remains intact, I expect 2026 to be mostly bearish. I don't think we will necessarily see an +80% drawdown in BTC, but I think we will see significantly lower prices. I also believe 2026 will be a mostly bullish year for the DXY. Finally, the bearish scenario would be this rally fails to create a new ATH, or a very weak one. And this whole range has been a very sneaky distribution with the top already being in. I think this is relatively low odds but anything is possible. I'll likely just repeat all this in tonights YouTube. TLDR, jobs not finished.

RETURN TO GOOCH ISLAND ✨

ok, we are excited to announce that the @cryptodickbutts community (aka Penus DAO) alongside the legend @adamweitsman have taken control of the project we believe in gooch island, the journey to will be long, hard, and little moist, exactly how we like it 1D=1B

It’s hard to convey intent and timeframe posting on X. But from a high-level, beyond random chart posts, I like to think about everything through three main lenses: 1. The Earn - Income Most traders believe they can trade their way to wealth. I disagree. Income is the biggest driver, especially early on. Maximize earnings from your profession. Get promoted, change roles, start a side hustle or small business. Build a steady stream before you chase multipliers. 2. The Multiply - Growth Taking that steady stream of income and put it to work. This is where you grow, through investing, trading, and some larger calculated risk. Earned money becomes working money. Learning through experience, this is the active money you're looking to grow. This is where you want to be broad in application. "There is a bull market somewhere" idea. Angle investing, trading/investing, business partnerships. 3. The Protect & Compound - Foundational Periodically move or rebalance wealth from “Growth” into “Foundational.” Different timeframe, different mindset. You're not market timing, you're building the layer. This is your true FU capital. The layer you protect and let quietly compound, providing ultimate security. Bitcoin. Gold. Blue-chips. Income assets. Real Estate. Stable, reliable, generational wealth. Every time capital flows into this layer, you're locking in a new level of wealth and security. The goal is to flow wealth down into the Foundational. Think of it as a funnel, you want high flow in to have a better chance to multiply it and have enough to flow the way down. For example, I could be selling a bunch of gold stocks or Bitcoin after a great 4yr Cycle run, but it will also mean stacking and adding to some of those same assets in the Foundational layer. This layer never sells (only rebalances). Have a great win on a speculative coin, pay your foundational layer with a portion of the winnings, always.