Helge Stadelmann

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Ethereum's staking ratio just crossed 1/3 for the first time 3.6M ETH queued, 46 days of deposits waiting. The issuance debate is no longer theoretical. We mapped both sides and shared our take. The issuance curve belongs to a different era. Reform is coming the question is whether it helps or accelerates the problem. base58labs.com/research/ether…

@mert The 8-K already disclosed this risk in January 2025

???

@Barchart The 8-K already disclosed this risk in January 2025.

1 year ago Michael Saylor was recommending to sell kidneys instead of Bitcoin 🚨 Now he's saying he will probably sell $BTC 🤦‍♂️ Is he covering our dialysis?

@WatcherGuru Strategy's "Sell BTC" isn't new. Same language appeared in their Jan 5 and Apr 7, 2025 8-K filings. Today's filing just reminded people to actually read the docs.

JUST IN: Michael Saylor's Strategy proposes selling some Bitcoin to pay dividends. "You buy Bitcoin with credit, you let it appreciate, and then you sell Bitcoin to pay the dividend."

Worth noting before the Strategy headlines move markets The BTC sale language wasn't new in today's earnings call. January and April 2025 8-K filings both disclosed that the company "may be required to sell bitcoin" to meet financial obligations. The May 5 filing says the same thing. Disclosed risk ≠ new risk. Know what you're reacting to.

Worth noting before the Strategy headlines move markets The BTC sale language wasn't new in today's earnings call. January and April 2025 8-K filings both disclosed that the company "may be required to sell bitcoin" to meet financial obligations. The May 5 filing says the same thing. Disclosed risk ≠ new risk. Know what you're reacting to.

Strategy announces Q1 2026 results: - 818,334 $BTC held - 9.4% BTC Yield achieved YTD 2026 - $STRC scaled to $8.5 billion in 9 months - Largest US equity issuer, raised $11.6 billion YTD 2026 strategy.com/press/strategy…

@binance 👀

while (date != "12.05.2026") { wait(); }

The Weimar case study is the most instructive and most ignored lesson in monetary history. What strikes me most: the industrialists who survived weren't smarter. They just had a different relationship with debt one built on understanding what money actually is, rather than what we're told it should be. At BASIS, this is exactly why we think about arbitrage infrastructure the way we do. The people who build the execution layer before the volatility arrives are the ones who capture the spread when it does. The trade has always been the same. Positioning matters more than prediction.

In a hyperinflationary environment, the single most important financial decision you can make, and the one almost nobody who lives through one is psychologically prepared to make, is to maximize fixed-rate, long-duration debt against productive assets, because the entire mechanism of hyperinflation is a wealth transfer from creditors to debtors, and the only question that matters, in the moment it begins, is which side of that transfer you have positioned yourself on. The math is brutal in its simplicity. If you owe a bank $400,000 at a 30-year fixed rate of 6%, and the currency loses 90% of its purchasing power over five years, you are, in real terms, paying back the bank in lottery tickets. The house you bought with that loan retains its real value, because it is a physical asset that the inflation cannot touch. The bank, which lent you future dollars and is now receiving past dollars, takes the loss. You take the gain. The transfer happens silently, invisibly, on the loan amortization schedule, every single month, while the people around you who saved in cash, held bonds, or refused on principle to take on debt watch their lifetime savings evaporate in real time. The Weimar industrialists who emerged from 1923 with their fortunes intact, and in many cases multiplied, were not the ones who hoarded gold or moved their assets to Switzerland. They were the ones who borrowed aggressively, in the local currency, at fixed rates, against factories and farms and apartment buildings, and let the inflation pay off the debt while they collected rents and revenues that repriced upward with the currency. The same pattern played out in Hungary in 1946, in Argentina in the 1980s, in Zimbabwe in 2008, and in every other major inflation event of the modern era. The borrowers won. The savers lost. The people in the middle, who tried to be cautious and hold cash and wait for clarity, were the ones whose lives were quietly destroyed. The reason almost nobody acts on this knowledge in advance is that the human brain treats debt as danger, and treats saving as safety, and these instincts are correct in stable monetary environments and exactly inverted in unstable ones. The middle class, which has been trained for generations to fear debt, is structurally the worst-positioned group when the currency starts to fail. The wealthy, who use leverage as a tool, and who hold the productive assets that the leverage was used to acquire, are structurally the best-positioned. The asymmetry is not an accident. It is the entire mechanism by which monetary debasement transfers wealth from one class to another, every time it has happened, in every country it has happened in, for as long as currencies have existed. You do not need to predict the timing. You need to structure your balance sheet, in the years before the event, in a way that benefits if it arrives. Fixed rate, long duration, productive assets. The trade has worked for 400 years. It will work for the next 400. Almost nobody will run it, because almost nobody is willing to be the person who took on debt while everyone they know was paying theirs down, which is, as it has always been, the entire reason the people who do run it end up owning everything on the other side.

@okx BASIS @basis__pro

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Crypto has HFT giants on one end. Retail on the other. Hedge funds, family offices, and institutional allocators? Stuck in the middle with no proper infrastructure. Basis.pro CEO Helge Stadelmann calls it the "missing middle" problem. dailycoin.com/basis-pro-ceo-…

RT @base58labs_: Our CEO @HelgeStadelmann breaks down the "Missing Middle Problem" in crypto Great interview with @DailyCoin

HODL

$76,437.44 #Bitcoin

Something we've been quietly building is now open to the world. @basis__pro waitlist is live. If you've been watching what we do at BASE58LABS this is it. Early users get priority access + Trinity VIP benefits. basis.pro👀

@saylor @AtlasHodld

Stretch for Bitcoin. $STRC

@CoinMarketCap pengu

Memecoins to buy?

@coingecko @pudgypenguins

Everybody loves Pengu