KDot

Average entry on $SOL $21 , average exit $230. Could have done a few things better this cycle but overall grateful 🫡

bitcoin exchange reserves just hit 2.3m BTC, lowest since 2018. BlackRock's IBIT alone is absorbing ~2,100 BTC per day against total mining output of 234 BTC per day. one ETF issuer consuming 9x daily new supply. ETFs + MicroStrategy have pulled 1.76m BTC off exchanges in 15 months. that's 8.9% of circulating supply locked into structures with orderly redemption mechanics, not market sell buttons. the liquid float is shrinking faster than any halving cycle in history and this time the demand side isn't degens, it's 15,000 morgan stanley financial advisors getting client allocation requests on repeat. career risk flipped. not owning BTC when your competitor has a $50b position is how you lose mandates

solana ($SOL) is shipping a 700x capacity upgrade and the market is pricing it like a shitter chain at 2.5-year lows on SOL/BTC. firedancer targets 1m TPS vs current 1,300 TPS production. live on testnet. $1m audit bounty open. full release 2026. alpenglow already shipped sub-200ms finality on mainnet in Q1. validator costs dropped 98% from $60k/year to $1k/year. $1.1t in on-chain economic activity last quarter. $832b stablecoin volume. 99% tokenized equities market share. JPMorgan, B2C2, SoFi, Western Union all chose solana for settlement infrastructure. 416 new projects added in Q1, most of any chain. shitter volume share dropped from 70% to 20% and the builders kept building. the meme tourists left. the infrastructure stayed. 12-18 month accumulation play at a 71% discount from ATH

If the market gets any worse I am reinstalling League of Legends after a 4 year hiatus

The stock market so far in 2026 explained

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

@mert 2nd year resident here , statins in general can cause hepatoxicity and rhabdomyolysis in the long run

talked to 3 cardiologists since this and im left with the obvious question: why isnt the entire population on statins? LDL cholesterol is cumulative damage and irreversible the lower it is the better (without threshold) it seems to be extremely positive EV for anyone?

Miners have held rather than sold since February while whales accumulated 270,000 $BTC in the same period. Exchange reserves sit at 2.679m BTC. Two cohorts are reaching the same conclusion about this price.

The BTC setup is quite appealing — Powell goes out May 2026 — BoJ at critical liquidity constraining rates with bonds death spiralling — Warsh nomination tilts Fed more dovish, rate cut expectations to rise — Rate cuts would help Japan to ease pressure on their bond market, alleviating liquidity stress — Equities shrugging off global resource crisis, new ATHs — $STRC raising billions, market stabilizing as engineered for 3rd month in a row, speculative attack on fiat potential is real — Exchanges frantically locking down CT partnerships, signal? — BTC showing signs of absorption with net negative funding on rising volume delta, this is different to the januari consolidation — 10/10 digested plus an additional selloff, volume delta suggests januari distribution was re-accumulated here — Market now acknowledging QC risks, clear pressure to act favourably — Multiple daily closes above linear downtrend There are no free lunches but this one doesn’t look so bad

In 2022 we had rate hikes, Luna, Celcius, FTX, whatever else blew up, big stock market correction and a war In 2026 we have Saylor slinging billions; and more war, new stock ATHs They seem wildly different to me at this point, but somehow people expect the same outcome

Bro the monthly S&P candle might be one if the most insane things Ive seen considering the current macro situation lmao

There's no excuse for this. It's a goddamn disgrace.

$STRC will make bitcoin even more sensitive to rate changes If rates drop, it will drive significantly more liquidity to bitcoin

Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform.

Claude Mythos is the start of the end. I think this is my psychosis moment.

Unvaccinated guy who injects unverified Chinese peptides he bought online

Trump every time the S&P 500 drops more than a percent

@CanteringClark Idk who said it but I remember a long time ago a tweet that said something like “you act too quickly when you are trying to grow capital, and you act too slowly when you are trying to protect capital” and it rly changed my life tbh

1/ Welcome to the Circle $USDC files. $420M+ in alleged compliance failures since 2022, including fifteen cases of the US-regulated stablecoin issuer taking minimal action against illicit funds.

😭