AW

@elonmusk Will Bitcoin and the lightning network be layered into the payment rails? Would also be sick if you could do peer-to-peer lending.

This will be big

@APompliano @SashaGusevPosts When is the app coming?

@SashaGusevPosts Check out cfosilvia.com ... it is a free product we built that does this easily, plus a lot more. Start asking it to save you money on your taxes or to identify risk in your investment portfolio. Really powerful.

Running Claude Code on my tax returns + credit card statements + bank statements + family & employer info and asking it to map out a financial strategy for the next 30 years was a pretty good use of one session of tokens.

Politicians are like “we’re going to fix this”

@BullTheoryio @PrestonPysh

THE REAL REASON BEHIND THE OCTOBER 10TH CRYPTO CRASH IS FINALLY OUT. And it’s much bigger than what people thought. For weeks, traders kept asking the same question: "Why did the market collapse so violently on Oct 10 when there was no macro event, no ETF news, no exchange failure, nothing?" Now we have the missing piece and it explains a lot. 1) MSCI quietly dropped a major update on Oct 10 On the same evening the crash began, MSCI released a consultation note that almost nobody in crypto paid attention to. MSCI said they are reviewing how to classify companies whose main business involves accumulating Bitcoin or digital assets. Key proposal: - If digital assets = 50% or more of a company’s total assets - And the company’s operating activity resembles a digital asset treasury → That company can be excluded from MSCI global indexes. This directly puts several Bitcoin-heavy companies at risk, especially MicroStrategy. 2) Why this matters If MSCI excludes these companies: • Index funds are forced to sell Funds tracking MSCI indices must remove these stocks. They do not get to choose. This is literal forced institutional selling. • MicroStrategy becomes a primary target If MSTR is labeled fund-like, MSCI indexed funds could be forced to reduce or exit positions. • When MSTR dumps → BTC reacts immediately Like it or not, $MSTR is treated as a leveraged Bitcoin proxy. If the stock shows weakness: confidence drops → Bitcoin correlation increases → retail panic accelerates → liquidations start hitting → BTC falls harder. 3) How this connects to the Oct 10 crash ? The market was already fragile: - Trump new tariffs - Weak Nasdaq - High leverage in BTC markets - Fear of 4-year cycle top When MSCI’s note dropped, it added a new type of structural risk that traders did not expect. The fear was simple: "If MSTR or similar companies get removed from MSCI, large funds will be forced to sell, what happens to Bitcoin then?" This fear hit right into an already stressed market. The result: one of the biggest liquidation waves in crypto history. 4) But there’s another layer: JPMorgan’s timing 3 days ago, JPMorgan published a bearish report highlighting the same MSCI risks, right when: - MSTR was weak - BTC was weak - Liquidity was thin - Sentiment was fragile This amplified panic, causing a 14% dump in a few days. And if you know JPMorgan’s history, you know this pattern: They speak bearish when prices are weak. They accumulate assets when retail is scared. They publish bullish notes near tops. Their timing is never random. This is not a secret. This is standard Wall Street behavior. 5) Is JP Morgan manipulating the market? Not illegally. But strategically, yes. This is how big institutions operate: - Push fear when liquidity is low - Trigger panic - Let weak hands sell - Accumulate at a discount - Turn bullish later They’ve done it with metals. They’ve done it with bonds. They are doing it with Bitcoin. This is not a cartel. This is Wall Street strategy. 6) Now the plot twist: Michael Saylor responds publicly Right when MSCI fears started dominating headlines, Saylor dropped a detailed clarification: "MicroStrategy is not a fund, not a trust, not a holding company. It is a publicly traded operating company with a $500M software business and a Bitcoin based treasury strategy." He also highlighted: - 5 new digital credit instruments ($STRK, $STRF, $STRD, $STRC, $STRE) - $7.7B notional value issued this year - Stretch ($STRC), the first Bitcoin backed variable yield credit instrument - Ongoing software operations and financial product innovation His message was simple: "We are not passive holders. We are builders. We are innovating. Index labels do not define us." 7) So what does all this mean for the market? ✔ Oct 10 crash was NOT random It aligns exactly with MSCI’s consultation release. ✔ Forced-selling fear created liquidity stress Traders panicked because they assumed index funds might eventually dump large positions. ✔ JPMorgan amplified the fear Their bearish note came at the perfect moment to shake markets further. ✔ Saylor finally cleared the air His statement explained why MicroStrategy is fundamentally different from what MSCI is describing. ✔ But uncertainty remains Final MSCI decision comes on 15 January 2026. Policy goes into effect February 2026. Between now and then? The market may price in more volatility. Final Take: The market did not crash because of a single event. It crashed because one unexpected structural risk hit an already fragile system. And large institutions used that moment to shape sentiment. But the long term picture is simple: Bitcoin adoption unchanged. Corporate interest unchanged. Saylor remains on track. Institutions still building. ETF flows will stabilize. Liquidity cycles will return. MSCI classification will not stop Bitcoin. Fear creates opportunity. Narratives create volatility. But fundamentals do not change. This is why the Oct 10 crash was violent and why it will be remembered as a technical panic, not a fundamental breakdown.

$MSFT's Satya is saying that compute is not the bottleneck, but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut?). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. (as each year a new much more capable GPU is coming out). Hint: usefulness of life of GPUs. I have been saying this for some time now.

🚨 JACK MALLERS DOESN’T HOLD BACK. CALLS OUT PRESIDENT TRUMP!

never been higher

This is the letter I sent to @Strike investors. I have built my life around one principle: if Bitcoin wins, humanity wins. If we can fix the money, we can fix the world. #Bitcoin

@elonmusk @grok fact check please?

Not just those programs! Democrats also use every other government money tool to attract and retain illegals, like unemployment insurance, disability insurance, tax rebates on nonexistent income, SBA loans, student loans, COVID payments, FEMA money for luxury hotels, etc, etc

@Jamie1Coutts @PrestonPysh

Bitcoin is like playing a game of Chicken with central banks. While my framework is turning bullish as the dollar plunges, two metrics still raise alarms: Treasury Bond volatility (MOVE Index) and Corporate Bond spreads. In this thread, I'll explain how these factors interact and why they could force the hand of central bankers. Lets dig in 🧵

Global M2 vs bitcoin update

If you think “Tax the Rich” will solve government funding problems, you’re an idiot. 1. They will still spend more than they have 2. They will still print 3. There will still be inflation 4. Public services will continue to erode 5. The rich will move to a low tax / warm country The facts will not care about your feelings. The only answer is a political revolution and much smaller government. If you think the answer is anything else you are an economically illiterate moron.

If you think of Coinbase like a bank, we now hold about $0.42T in assets for our customers, which would make us 21st largest bank in the US by total assets, and growing. If you think of us more like a brokerage, we'd be the 8th largest brokerage today by AUM. If you think of us like a payments company…TBH i'm not sure where we rank on that list. There are various ways to measure it, but there were about $30T in total stablecoin payments last year (not all of those were goods and services though). The point is, with crypto the line between these categories is blurring. There are many legacy reasons these are separate in the traditional financial system - and not all of them are good reasons. Why does the money you spend lose value instead of growing in value like an investment? Why does your checking account not earn yield like a savings account (or better yet, like short term treasuries)? Many people use Coinbase to invest, but also to spend, get a loan, etc. In the updated financial system, you will have a single primary financial account which serves all these functions. A greater % of global GDP will run on more efficient crypto rails over time. We'll have sound money, lower friction transactions, and greater economic freedom for all.

JUST IN: 🇺🇸 President Trump's Crypto Czar David Sacks says Bitcoin is an "excellent store of value."

There it is…

In November 2024, Cynthia Lummis proposed the plan for a Strategic Bitcoin Reserve live on Fox Business. The plan involves buying 200,000 BTC annually for five years and holding the assets for at least 20 years. x.com/Cointelegraph/…

For a decade I've heard, "But governments are going to ban it." Welp, I guess they aren't.

JUST IN: $11.5 trillion BlackRock CEO Larry Fink says Bitcoin could go up to $700,000 if there is more fear of currency debasement and economic instability.

Perfect explanation of #Bitcoin mining. podcasts.apple.com/us/podcast/we-…