8.8K posts

⌁ banner
⌁

@Bitsoshi

Katılım Kasım 2017
357 Takip Edilen2.1K Takipçiler
⌁ retweetledi
Shanaka Anslem Perera ⚡
BREAKING: The Strait of Hormuz is no longer closed. It is no longer open. It is something the world has never seen before: a permissioned corridor run by the Islamic Revolutionary Guard Corps, priced at $2 million per vessel, payable in yuan. Three ships transited in the last 24 hours. Three. Out of a pre-war average of 60 per day. Total throughput: 310,000 deadweight tonnes. Three percent of normal. Four hundred vessels are waiting outside the strait right now. One hundred and fifty tankers. One hundred and twenty bulk carriers. One hundred and thirty others. Waiting for permission from the IRGC Navy to enter a 5-nautical-mile channel between Larak and Qeshm islands inside Iranian territorial waters. This is how the gate works. A vessel operator contacts approved intermediaries with IRGC connections, submitting full documentation: IMO number, ownership chain, cargo manifest, destination, crew list. The intermediaries forward the package to the IRGC Navy’s Hormozgan Provincial Command for sanctions screening, cargo alignment checks that prioritise oil over all other commodities, and geopolitical vetting. The toll is approximately $2 million per tanker. For a VLCC carrying 2 million barrels, that is $1 per barrel. Preferred currency: yuan. If the vessel passes, the IRGC issues a clearance code and route instructions. Upon approach, VHF radio hail, AIS verification, patrol boat escort. One ship at a time. Through the narrowest channel of the most important waterway on Earth. Iranian crude is still flowing. Approximately 1.1 to 1.5 million barrels per day, mostly to China, at near pre-war levels. Iran’s own oil transits the strait it controls. The blockade applies to everyone else. Iran is simultaneously the gatekeeper and the primary beneficiary. The toll funds the IRGC. The IRGC maintains the gate. The gate generates the toll. The circle is self-sustaining. Now look at what is NOT transiting. Fertiliser. Gulf nations supply 49 percent of the world’s exported urea. Ammonia requires the natural gas that Qatar declared Force Majeure on and that Iranian strikes disrupted at South Pars. Effectively zero fertiliser vessels have received approval through the permissioned corridor. The IRGC is prioritising oil because oil generates revenue. Fertiliser does not. The molecules that feed four billion people are trapped behind a gate that only opens for molecules that fund the gatekeeper. The yuan preference is the structural shift that outlasts the war. Every tanker that pays in yuan instead of dollars establishes a precedent. Every precedent weakens the petrodollar architecture that has governed energy trade since 1974. The IRGC is not just blocking a strait. It is building an alternative payment rail under live fire. The $2 million toll in yuan is not a fee. It is a proof of concept for a post-dollar energy settlement system, stress-tested in the most extreme conditions imaginable: a three-front war with the world’s largest military. The world’s central banks are trapped by the same strait: the Fed cannot cut, the ECB is hiking, the BOJ is tightening. Six countries are rationing fuel. Japan’s 10-year yield hit a 27-year high. Slovenia has QR codes at the pump. South Korea is barring government vehicles one day per week. And behind all of it, 400 ships wait outside a 5-nautical-mile channel for a clearance code from the IRGC Navy, payable in a currency that is not the dollar. Twenty percent of the world’s oil supply. Controlled by a VHF radio call and a yuan transfer. The strait did not close. It changed ownership. open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
English
669
4.2K
10.3K
1.6M
⌁ retweetledi
Alexa
Alexa@alexa__meme·
@elonmusk Solution of straight of hormuz
Alexa tweet media
English
29
41
1.2K
59.9K
⌁
@Bitsoshi·
Atoms are harder to come by these days. $DCR PoS reward has drifted below 1 full coin for the first time since 2022.
⌁ tweet media
English
4
7
31
1.1K
⌁ retweetledi
RYAN SΞAN ADAMS - rsa.eth 🦄
THEY DID IT. The SEC and CFTC just dropped a landmark document that officially classifies crypto assets. They're actually telling us which crypto assets are securities and which ones aren't - by name! THIS IS SOMETHING GENSLER REFUSED TO DO (he focused on prosecuting crypto out of existence) This rule doc gives crypto many of the benefits of the clarity bill - it lifts us out of the gray market - it gives every asset a path. It's almost like the Clarity act just passed by way of regulator. (of course, the actual clarity act will harden all this into legislation and make it irreversible in the event we get another Gensler, we still want it) This rule says there's 5 categories for crypto assets: 1) Digital Commodities - assets tied to a functional, decentralized crypto system (e.g., BTC, ETH, SOL, XRP, ADA, DOGE). Not securities. (yes, they name them on page 14) 2) Digital Collectibles - NFTs, meme coins, artwork tokens, in-game items. Not securities (fractionalized collectibles may be an exception). 3) Digital Tools - membership tokens, credentials, domain names (e.g., ENS). Not securities. 4) Stablecoins - payment stablecoins under the GENIUS Act are not securities. Other stablecoins, it depends. 5) Digital Securities - tokenized versions of traditional securities. Like tokenized stocks. Always securities. Amazing! This makes so much sense I can't believe it's coming from a regulator. No more enforcement threats to Ethereum developers and crypto exchanges. How about the Howey test? More common sense! If an issuer makes specific promises of managerial efforts from which buyers expect profits, the offering is a security until those promises are fulfilled. Then it's a commodity. The asset itself was never the security, the deal around it was. (E.g. XRP was a security pre launch, became a commodity after). How about stuff like staking and mining? Mining? Not a securities transaction. Staking? Also not a securities transaction, that includes custodial and liquid staking even with LSTs! How about wrapping BTC? Not a securities transaction. Airdrops? NOT SECURITIES. NO MORE GEO BANS PROTECTING AMERICANS from free airdrops. Remember this is a joint doc from the SEC and CFTC, They're actually cooperating on this, no internal strife, this is binding to both. SEC regulates $80-100 trillion assets CFTC regulates $5-10 trillion assets Both of the world's largest capital markets are showing us that crypto assets are here to stay and they're welcome alongside traditional assets. Every country will follow. This is the biggest move toward legitimacy I've seen in all my time in crypto. Maybe bigger than the genius act since is covers all crypto assets. Well done @MichaelSelig and @SECPaulSAtkins. And especially well done to the indefatigable @HesterPeirce. Her fingerprints are all over this, couldn't have happened without her eight years of principles-based curiosity.
RYAN SΞAN ADAMS - rsa.eth 🦄 tweet mediaRYAN SΞAN ADAMS - rsa.eth 🦄 tweet media
English
201
829
4.3K
384.8K
⌁ retweetledi
Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: MARA just broke the BTC HODL pledge. 53,822 BTC. The second-largest public Bitcoin holder on Earth rewrote its treasury policy in a 10-K filed Monday and told the SEC it may start selling coins off the balance sheet. Not just mined output. The reserves. The ones they swore they would never touch. This is not flexibility. This is the math forcing the hand. Production cost sits at $87,000 per coin. Spot trades at $69,000. Every block mined loses money. Hashprice collapsed to a record low of $35 per petahash. And here is the number that tells you everything about where the conviction actually stood: in 2025, MARA bought 4,267 BTC on the open market at an average price of $111,034 per coin. Those purchased coins are now 38% underwater. The company posted a $1.7 billion net loss in Q4 and took a $1.5 billion write-down on the very asset it built its identity around holding forever. They are not the only ones running for the exit. Core Scientific is liquidating ALL 2,537 BTC this quarter. Its CEO called mining essentially in runoff. Bitdeer dumped its entire treasury to zero. Riot sold 5,363 BTC across 2025. Cango moved 4,451 BTC for $305 million. CleanSpark sold 577 BTC in a single month while producing 7,124 for the year, meaning the treasury is shrinking not growing. Every major public miner is converting Bitcoin into AI data center capital because one megawatt of mining revenue earns a mining multiple while one megawatt of AI cloud revenue earns three to twenty-five times that. The arbitrage is not subtle. It is screaming. Now look at the other side of this trade. Strategy bought 3,015 BTC last week at $67,700. Holdings: 720,737 BTC. Cost basis: $54.77 billion. Saylor is the only large-scale public buyer left standing in a market where every producer is selling. The entities that mine Bitcoin no longer want to hold it. The entity that holds the most Bitcoin has never mined a single satoshi. Production and accumulation have fully decoupled for the first time in this asset’s sixteen-year history. But the blockchain is telling a different story than the filing. Arkham Intelligence shows 13,057 BTC on-chain in identifiable MARA wallets versus 53,822 reported. The rest sits in custodial or off-chain arrangements. And since the 10-K dropped, zero confirmed on-chain movement. The SEC paperwork says sell. The chain says wait. That gap is where the real signal lives. Falsifier: if MARA wallets show no material outflows within 90 days, this was optionality theater and the overhang is phantom. If movement begins into a market sitting at Fear and Greed 15 with BTC already 22% down year-to-date, the reflexive loop activates and every miner treasury becomes a ticking supply bomb. The HODL era for public miners ended the day the halving killed the margin and AI offered a twenty-five-times exit. They were never conviction holders. They were businesses waiting for a better trade. They found it.
Shanaka Anslem Perera ⚡ tweet mediaShanaka Anslem Perera ⚡ tweet media
English
68
77
378
70.3K
⌁ retweetledi
Cheds Trading
Cheds Trading@BigCheds·
$DCR relative strength
Cheds Trading tweet media
English
8
6
39
8.5K
⌁
@Bitsoshi·
Top performing asset, 24h? Decred. Top performing asset, 7d? Decred. Top performing asset, 30d? Again, Decred. $DCR season.
⌁ tweet media
English
4
9
41
2.3K
Decred (DCR)
Decred (DCR)@decredproject·
A Decade of Decred: The World’s Most Complete Blockchain While others were posturing… Decred was building. Optimising. Refining. Strengthening.
English
8
21
93
4.7K
⌁ retweetledi
Exitus
Exitus@exitusdcr·
> Over $320k in volume via atomic-swap > Buys are flowing in > Buy wall of 4k $DCR still standing - they need to up the bid! Great day for @BisonWallet & @decredproject EVERYONE should be using this! Zero KYC.
Exitus tweet media
English
3
18
61
1.3K
⌁ retweetledi
ً
ً@trading_axe·
Jane Street is one of many. How many of you actually think that ANYTHING in relation to "investments" is real? How can YOU crosscheck and verify that there are LEGITIMATE buys and sells for SP500? You can't, you stupid fuck. You're relying on numbers on a screen to display ALLEGED demand and supply. But how do you EVER know that those numbers are linked to legitimate bank accounts that can deposit or withdraw those figures? Again, you fucking can't. IT IS ALL A MASSIVE BLACKBOX. You know how centralized exchanges function? They do the same shit with vapid orderbooks that you think is backed by legitimate dollars. They know 99% of people will NEVER try to withdraw the money they make, And just like casinos, they'll end up giving it ALL back over a long enough timeframe. That's why the majority of traders are unprofitable. Not because they don't make money, but because they play with the "made" FAKE money until it's all gone. There is no tool [like dexscreener] to see who holds the supply of SP500. If there was, it would 99% supply in possession of THE ELITES and 1% circulating amongst peasants trying to trade. When THE ELITES want to rug-pull the economy, they fucking will. And in the meantime, they can rinse you dry trying to directionally bet on the market. You know what memecoin teams do when their 9-fig runner coins are listed on perps? They fill shorts on perps and then make money on the way down whilst DUMPING SUPPLY ONCHAIN. The SP500 is exact same bullshit. Jane Street utilized the same method described above but for Bitcoin and using PAPER BTC to manipulate crypto markets. Do you know why FTX collapsed? "Yeah, because Alameda Research were using customer funds!" - Sure. The TRUE REASON is because people realized that NOTHING ON IT WAS ACTUALLY REAL. Exactly why some users had "no liquidation" accounts. If they ever NEEDED TO, they could, theoretically, acquire "emergency funds" - but it was too late when the bank-run started and THE NATURE of how it did. SBF had learnt from Marc Gerstein how to utilize counterfeit capital to make LEGITIMATE BILLIONS and then venture into politics. All you need is enough credibility behind your name and no one will doubt you. This entire "contracts game" [which controls EVERY FINANCIAL MARKET] is purely demo. That is why it's HARAM to start with. Read this 100 times over until you understand, dumb fuck. ~ Dr. Axius.
English
147
125
1.7K
160.3K
⌁
@Bitsoshi·
“Bitcoin's scarcity is real at the protocol level but the price discovery mechanism sitting above it has been compromised by a firm that treats privileged access as a profit engine, and the current disclosure framework lets them do it without anyone watching.”
Justin Bechler #BIP-110@1914ad

x.com/i/article/2026…

English
0
0
2
331
⌁
@Bitsoshi·
@cryptoprvcy Make crypto cypherpunk again 🤝
⌁ tweet media
English
0
0
8
160
Crypto Privacy Tracker
Crypto Privacy Tracker@cryptoprvcy·
Top 25 privacy projects in crypto. Make crypto cypherpunk again.
Crypto Privacy Tracker tweet media
English
96
86
336
23.6K
⌁
@Bitsoshi·
@DCRSME Same. The support from Japan is extremely bullish. BTC had a similar pattern in its nascent days. Japanese support makes sense.. their currency has been ravaged. And they generally have an eye for sound engineering. Decred is a perfect fit.
English
2
4
13
265
CA$H BANDiCOOT
CA$H BANDiCOOT@DCRSME·
Japan Decred X is my favorite thing these days
English
1
2
12
153
⌁
@Bitsoshi·
@chiapuru_neo The better you understand Decred, the less you are phased by short-term price action. This is the way.
English
2
1
16
464
Chiapuru
Chiapuru@chiapuru_neo·
I didn't invest in $DCR for speculation. I looked at the technology, the team, the nature of its holders, and the bigger picture — and concluded it's one of the best long-term bets on the future of blockchain. Sometimes conviction comes from understanding, not hype.
English
7
15
78
5.2K
Nova
Nova@badattrading_·
Mexc rn
Nova tweet mediaNova tweet media
English
20
12
240
22.8K
⌁
@Bitsoshi·
Part II of my deep dive on @decredproject's privacy implementation. Analyzing $DCR vs $XMR vs $ZEC is all about tradeoffs, which are constantly evolving as these protocols upgrade. As always, any and all feedback is welcome.
@Bitsoshi

x.com/i/article/2018…

English
1
5
37
1.6K