BeInCrypto

Adam Back helped lay the foundation for Bitcoin before it even existed. Now leading Blockstream, @adam3us breaks down → institutions, quantum risk, and Bitcoin’s core ethos Are banks finally aligning with Bitcoin’s design, or reshaping it? Catch the full conversation here: youtube.com/watch?v=PHkiW1…

Elon Musk's net worth is $800B, higher than the annual GDP of several countries, including Portugal, the UAE, South Africa, Pakistan, and more 👀 He is targeting $10T next, which is higher than the combined annual GDP of the UK and Canada.

@MarioNawfal Energy shock incoming. At this rate we are looking at $150 brent soon!

WE ARE VERY CLOSE TO THE COMPLETE COLLAPSE OF THE CEASEFIRE

@WatcherGuru Reminder: 20% of global supply flows through there.

JUST IN: Brent Crude oil rises 7% to $120 following Iranian attack on UAE.

@BullTheoryio Yeah, that’s the key shift here.

🚨INSANE VOLATILITY IN U.S MARKETS Almost $500 billion wiped out from U.S. stocks in the last 1 hour after Fujairah confirmed the Iran drone attack. S&P 500 is down 0.67% wiping out $400 billion. Nasdaq is down 0.87% wiping out $280 billion. Russell 2000 is down 1.01% wiping out $40 billion. Oil is up 4.20% at $107.28. Market is now pricing war continuing

@KobeissiLetter Macro is getting loud again.

The US bond market is in serious trouble. As new reports emerge of Iranian drone attacks on the UAE's energy infrastructure, yields are surging. The 10Y Note Yield is now up to 4.45%, nearing the same level that resulted in the ceasefire and the April 2025 "90-day tariff pause." Meanwhile, the market-implied BASE CASE now shows no interest rate cuts until December 2027. There is now a 42% chance of a rate HIKE by March 2027. It appears that $5/gallon gas prices and 7%+ mortgages are on the way. The bond market needs help.

@obchakevich_ Appreciate it 🙌

thank you @beincrypto for featuring my analysis - the topic is actually much deeper than just a “rebranding” of the term. the fact that Andreessen Horowitz calls the word “stablecoin” obsolete is a signal of a paradigm shift. stability is no longer a product; it’s a basic requirement. the real value lies in the fact that money has become programmable, instantaneous, and built into the infrastructure of apps.

Q1 may not answer everything. But it will show whether AI hosting is becoming real revenue, or still mostly a headline trade. That matters as Bitcoin mining margins remain thin. Can AI change the Bitcoin miner story? Learn more: beincrypto.com/ai-bitcoin-min…

The post-halving math is still tough. Block rewards were cut from 6.25 BTC to 3.125 BTC, while miner production costs are now around $79,995 per BTC. That leaves little room for error at current spot prices. This is why miners are leaning harder into AI and HPC deals. Hut 8, TeraWulf, Core Scientific, and Cipher are now being watched not just as miners, but as data center infrastructure plays. Some of the biggest AI/HPC deals include: • Hut 8: 245 MW AI lease at River Bend • TeraWulf: Google-backed Fluidstack deal • Core Scientific: CoreWeave agreement • Cipher: earlier-stage AI cycle

Will AI Save Bitcoin Miners? Q1 Crypto Earnings Preview Bitcoin miners enter Q1 earnings week with margins still under pressure after the 2024 halving. With $BTC trading near $80K, the key question is simple: Can AI hosting revenue offset weaker mining economics? Reporting this week: • Strategy $MSTR • Cipher Mining $CIFR • Hut 8 $HUT • Core Scientific $CORZ • Coinbase $COIN • Block $XYZ • TeraWulf $WULF

BREAKING: Iran fires multiple missiles at the UAE. One of them hit the Fujairah Oil Industry Zone. Fujairah Oil Industry Zone is important because it gives the UAE a major oil storage, refining, and shipping hub outside the Strait of Hormuz. For global oil markets, Fujairah works like a major fuel station and storage yard for ships and traders. It helps store crude oil and refined products, supports bunkering for vessels, and gives oil companies a strategic place to manage supply, prices, and exports. Crude oil price surged back $119. How will Trump respond?

Justin Sun is calling WLFI’s lawsuit a “meritless PR stunt” and says he plans to fight it in court. Now both sides are framing the same dispute very differently: - WLFI says it is defending holders and governance. - Sun says this is reputation management dressed as legal action. x.com/justinsuntron/…

World Liberty Financial is suing Justin Sun for defamation. WLFI says the feud began after it froze tokens tied to Sun’s entities. The project claims those tokens were linked to prohibited transfers, including $WLFI movements to Binance. The core accusation: • Sun’s entity bought $WLFI in Nov. 2024 • WLFI later froze tokens tied to his entities • WLFI says the freeze was allowed under its terms • Sun allegedly called the project a “scam” • He also claimed there were “backdoors” in governance • WLFI says influencers and bots amplified the claims WLFI frames the case as a defense of holders, governance, and DeFi integrity.

Which unlock are you watching, hyperliquid:native, $ENA, or $RED? Also on the radar: $SXT, $OPN, and $BB with additional supply entering this week. Or another one we should track? 👇 Full breakdown here: beincrypto.com/token-unlocks-…

3. RedStone - $RED Distributed across backers, contributors, ecosystem, and development.

These 3 TOKEN UNLOCKS are happening this week 👀 ›Hyperliquid hyperliquid:native: small unlock, historically under-claimed › Ethena $ENA: larger release, split across contributors + investors ›RedStone $RED: highest relative unlock, multiple allocations Here’s what’s coming 🧵

Fundstrat co-founder Tom Lee says half the equity market and crypto already moved through a hidden bear phase. Lee says: - AI and tokenization are reinforcing blockchain’s long-term future. - Stablecoins will become the backbone for AI agents at scale. Agree with Tom Lee?