Svet H.

@mikemcg0 🤡

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on @Bankless with @VivekVentures discussing the new @Etherealize_io "Productive Money" report below.

@huskirl 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

Idk what to type here rn

@AltcoinDaily 🤡

JUST IN: Coffeezilla publishes video taking on Bitcoin believer Michael Saylor & Strategy's $STRC. Coffee says Saylor's STRC preferred-stock pitch is too simple & the risks are not properly explained. "It's been compared to the iPhone. It's been compared to a Ponzi scheme." "You put in your money. They say they're going to yield about 11.5% per year. That's basically double digit returns which is just mind-blowing" "What is the problem with that? Well ultimately... the company has no obligation to pay you back. Why haven't people realized this?" "My entire problem is that they're leading people like a pied piper with this kind of ludicrous idea. Their pitch is of a money market and a bank - When that's just not what this is. This is a snowball of yield."

@Diditaihuttu Even low iq people like me got the joke

It’s done for us but thank you all for the support in the last years. It’s time to move on again and back in to a more secure and safe situation for the family. 🧡 We will come with a full youtube video to explain everything. 🙏🏼

Stretch currently offers a 11.50% annual dividend rate, paid monthly. $STRC

People who spent $700 on a mac mini to run an openclaw agent watching claude launch all the features natively for $20

Hannes Bieger dropping absolute synth fire with 'Black Hole' in this mesmerizing analog studio session—warm Moog-style tones, hypnotic grooves, and pure retro electronic magic! 🎹🌀 Really awesome indeed!

Polygon Plaza Panic is now available on the Sugarchain web wallet Since Sugarchain refreshes every 5 seconds you never have to wait too long to continue the game. @sugarchain_dev web-wallet.svetlyoh.workers.dev/#

@zerohedge Amen

Crypto Whale Beached, Loses Nearly $50 Million Swapping USDT For AAVE zerohedge.com/crypto/crypto-…

@sugarchain_dev a new game is now available in a version of the web-wallet. The only way to play the game is to have some sugar tokens. web-wallet.svetlyoh.workers.dev/#/

Already last $5 / gallon in Costco California

@zerohedge The Bitcoin whales are having their worst year now.

here we go again: *CLIFFWATER $33B PRIVATE CREDIT FUND TO SEE REDEMPTIONS ABOVE 7%

@BitcoinNewsCom Many of the smaller exchanges are exit liquidity for the whale. Terrible customer experience just exit liquidity

NEW: The Winklevoss twins have transfered $130M worth of Bitcoin to Gemini hot wallets.

@cz_binance ChatGPT is the equivalent of Apple computer in this space. Lots of die hard fans.

Tried many AI models with OpenClaw, I found Kimi AI to be the most token efficient, good at coding, also the easiest to set up.

@arkham They said bitcoin would never be below 89k again

THE WINKLEVOSS TWINS SOLD $130M BTC The Winklevoss Twins transferred $130M of BTC to Gemini Hot Wallets since last week, presumably to sell. The Winklevosses once owned 1% of the circulating BTC supply - and now continue to hold $764M of BTC. Their total PnL on BTC is currently $1.8B.

@willywoo He is short the asset. The whales are selling because they are on the run.

Despite a local rejection of mid-70s, investor flows have been in consistent recovery since mid-Feb. Meanwhile expected volatility (VIX) on equities is hinting for a switch to "risk on" in coming weeks. BTC sold off WAY TOO FAST in this early bear market and current conditions are setting up to test mid-80s which is the cost basis of short term investors. This is NOT me saying the bottom is in. BTC is solidly in the middle of its bear market through a lens of long range liquidity. Typically, after fast downward flushes like we have had BTC likes to go sideways and mount a rally where resistance is tested. Bull trap forming.

@willywoo He is short the asset.

This bearish sell down by investors seems to have exhausted, which gives price a repreive to consolidate sideways for maybe a month, even a rebound to mid 70s, which would likely to be rejected. This is because the broader regime is heavily bearish with both spot and futures liquidity deteriorating. I've never seen BTC rally when both sources of liquidity are bearish. If I was to make an educated guess, I'd say Q4 would be good timing for the end of the bearish trend and Q1 or Q2 2027 for bullish momentum to return,. ~45k would be a typical bear market bottom. BTC has only ever existed in a secular global macro bull market 2009-2026. If global macro breaks down, then 30k is the fall back level of support, 16k as the final line to maintain BTC's bull trend.

@brian_armstrong With ChatGPT Codex 5.3 billions of people can now build software agents and some fraction will pivot to crypto for tokens payments or something else.

Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.

Hey @sugarchain_dev A new Games tab has been added to the SugarChain Wallet. Check it out and play a game in the Games tab. web-wallet.svetlyoh.workers.dev/#/

Within two days, Chamath Palihapitiya and Ray Dalio have both said that bitcoin has "privacy issues" and then related it to why central banks are not going to buy it as if that's a problem. Random coincidence. Bitcoin obsoletes the central bank, the central bank is the problem!