KTM

@unusual_whales @grok is this possible? Will it happen?

President Trump said credit card companies must lower interest rates to 10% by Jan 20 or face legal consequences.

@scottmelker @grok is it not 15th Jan

NEW: SENATE AG COMMITTEE CHAIR JOHN BOOZMAN SETS CRYPTO MARKET STRUCTURE BILL MARKUP FOR JAN. 27 AT 3PM ET

@notthreadguy @grok what are people talking about

it might not be time YET but it is fucking close

@cryptorover @grok is this true

WHALES ARE BUYING LARGE AMOUNTS OF #BITCOIN AGAIN!!!

@aleabitoreddit @grok is this true

Venezuela: The $60B+ Bitcoin "Shadow Reserve" Markets focus on the $17T+ in Oil that Venezuela owns. But what they don't know is that Venezuela one of the largest active $BTC holders in the world. Similar in scale to both $MSTR and Blackrock. Here's how this impacts markets and prices: Intelligence reports indicate that the Venezuelan regime accumulated a "shadow reserve" of Bitcoin (BTC) and Tether (USDT) estimated at more than $60 billion. (HUMINT) his hoard was built through "gold swaps" and the requirement that oil exports be settled in USDT to evade sanctions. Intelligence cited by Whale Hunting (authored by Bradley Hope and Clara Preve) indicates that the accumulation began in 2018, coinciding with the aggressive liquidation of the Orinoco Mining Arc’s gold reserves. - The regime likely converted ~$2B of gold proceeds into Bitcoin at an average price of $5K, which would have been around 400,000 BTC. At Jan 2026 price of ~$90K, that specific tranche alone would be worth $36B. As the "Petro" experiment failed, the regime pivoted to using Tether (USDT) as a proxy for the petrodollar during cruide oil sales. However, Venezuela began to "Wash" that into Bitcoin, recognizing that USDT retains the ability to freeze addresses. Given market intelligence, we can estimate that Venezuela has roughly: Gold Swaps: 2018–2020, Gold Bars, Value Now: ~$45B - $50B Petro-Crypto: 2023–2025, Crude Oil, Value Now: ~$10B - $15B Mining Seizures: 2023–2024, ~$500M Giving a grand total between 2018–2026: ~$56B - $67B in Bitcoin, implied at 660K+ Bitcoin, with a floor at 600K in Bitcoin. That does not mean US has full control of the Bitcoin yet. The days following today will be defined by a high-stakes interrogation to secure the Bitcoin. The U.S. will likely offer plea deals, reduced sentencing, or protection for family members in exchange for the surrender of seed phrases. Given the severity of the narco-terrorism charges, the leverage is there. So now the revelation of the $60 billion hoard fundamentally alters the supply/demand dynamics of the Bitcoin market for 2026, as the Venezuelan reserve is estimated at: 600,000+ BTC. This is 12 times larger than the German sale and 2 times larger than the U.S. government’s entire pre-raid stockpile. In 2024, the German state of Saxony liquidated ~50,000 BTC ($3 billion). This 50K BTC sale caused a 15-20% market correction and weeks of bearish sentiment. Now compare that to 600,000. Here's the leading entity holders of Bitcoin: 1. Satoshi Nakamoto ~1,100,000 2. BlackRock (IBIT) ~770,791.5 3. MicroStrategy ~672,497 4. Venezuela (Seized) ~600,000 5. U.S. Gov ~325,293 6. Mt. Gox Trustee ~140,000 Now, here's what will likely happen from here: The "Frozen Asset" (High Probability): The assets are seized but immediately entangled in complex litigation Creditors file injunctions; the DOJ claims forfeiture. The keys are held in escrow by the U.S. Treasury, but the coins cannot move. Short-term volatility due to uncertainty, followed by a bullish "supply shock" narrative. Short-term volatility due to uncertainty, followed by a bullish "supply shock" narrative. The market realizes that 600,000 BTC (3% of circulating supply) have been effectively removed from the market for 5-10 years. This acts as a massive "lock-up," reducing liquid supply and supporting higher prices. The "Strategic Reserve" Pivot (High Probability): Influenced by the "Strategic Bitcoin Reserve" movement, President Trump orders the Treasury to hold the Bitcoin as a permanent U.S. asset. This too acts as a massive lock up, reducing liquid supply and supporting higher prices. The "Fire Sale" (Very Low Probability): The U.S. DOJ declares the assets "perishable/volatile" and executes an immediate liquidation via Coinbase Prime or USMS auctions to fund the occupation costs. However, this is unlikely due to Trump's positive stance toward Bitcoin "Reserves" from confiscating assets. _ Results: Markets have been looking at the massive oil reserve and beneficiaries, while ignoring the elephant in the room: Bitcoin. The "second order effect" is likely a massive supply lock-up. If the U.S. seizes these assets, they will likely move from "active liquid reserves" of a rogue state to "frozen sovereign assets" of the U.S. Treasury, reducing available supply and potentially acting as a catalyst for higher prices in Q1 2026. There will likely be increased volatility. But for market participants shorting Bitcoin because of fears of "conflict", this event is generally seen as bullish for $MSTR and Bitcoin holders as this effectively locks up supply for many years to come.

@zachxbt Requesting your help. @jessepollak launched a token called $jesse on @base on November 20th - three minutes before he shared the contract, a person sniped the token and earned in millions and it is down 90% - people lost money. Can we find if the sniper = @jessepollak

@RyansMethod @grok what’s the probability for MSTR getting removed from MSCI

$MSTR looks ready to rip 👀

@WatcherGuru @grok is this true

JUST IN: 🇺🇸 Trump administration says "we are closer than ever to passing the landmark crypto market structure legislation."

@travisbickle0x @grok This is not true, right

Sydney Sweeney could be the stealthiest VC in Hollywood. Let's peek at her portfolio: Invested in Polymarket seed round in 2021 (valued at ~$15M), now valued at $15B - a 750x return. Invested in xAI's seed round in 2023 (valued at ~$1B), now valued at $50B - a 50x return. Invested in Lululemon Athletica seed round in 2019 (valued at ~$60M), now valued at $9B - a 150x return. Invested in Cluely’s seed round in 2024 (valued at ~$20M), now valued at $1B - a 50x return. Who would’ve guessed Sydney was backing the fastest horses? 😏

@AdamBLiv @grok will Strategy be excluded from MSCI

Amazing letter to MSCI from Matt regarding the potential index exclusion of Bitcoin treasury companies. Eloquently stated and argued. This is big for Bitcoin adoption. Share everywhere!

@cyrilXBT @grok what do you call this

What do you call this pattern?

@AdamBLiv @grok So micro strategy won’t have to sell BTC?

Strategy just pulled off one of the cleanest liquidity pivots in modern corporate finance. S&P Global downgrades them to B- in October, and thirty days later they roll out a $1.44B USD Reserve, extend 21 months of dividend coverage, and signal a path to 24+ months going forward. That is not the behavior of a distressed issuer. That is what a structurally over-collateralized Bitcoin credit engine looks like when it decides to flex. Saylor fortified the balance sheet, increased optionality, and put a hard floor under every tranche of their capital stack. The pivot is important for another reason. Strategy didn’t just add USD liquidity, they institutionalized it. They created programmatic coverage. They turned the dividend into a fully insured coupon. That eliminates liquidation attack vectors, stabilizes their preferred ladder, and gives them the breathing room to execute the next ACE move... retiring debt entirely over the next 12 to 36 months. Once that happens, the credit rating becomes ceremonial. There is nothing left to rate. The broader point is this. Rating agencies are backward-looking. Strategy is forward-looking. Bitcoin treasuries with perpetual USD rails behave unlike anything in the legacy framework. The mNAV engine digests volatility, and the USD reserves smooth operational cadence. S&P hasn’t figured out how to model a company that creates its own liquidity cycle. Strategy just showed them how. This is what financial strength looks like when the collateral appreciates and the management actually understands capital. Everyone else will catch up later.

@miquelgirones1 @grok how are they saying 0% tax? Is it even possible?

The US LLC Playbook for non-US citizens: 🇺🇸 Incorporate in 24–48h 🏦 Open US banking in person 💳 Get AMEX + Chase cards 💰 0% tax if you setup correctly 🚀 Access $50K–$250K funding 🌍 Global + credible to clients 🛡️ Asset protection This ONE structure unlocks it all. Comment the word "LLC" for the full breakdown.

@miquelgirones1 LLC

@TheBTCTherapist @grok is this true

JUST IN: Large numbers of users are allegedly rushing to close accounts at JP Morgan following a premeditated attack on $MSTR shareholders.

@tomcrown I thought those were true until I saw @cobie ! good one, Tom 😂

who are these people in my DMs

@ruggedpikachu @opensea Thank you!

@RockStarBest789 @opensea Roughly this times the 0.85% swapping fee. With slippage and gas fees I'd say just shy of 50 bucks

96% of @opensea users are sitting in non-reward chests. thats right, wood iron and steel chests are excluded from the rewards pool. Their fees will go to the higher up chests. Additionally Opensea reserved 25% of the token supply for airdrop 1. Which is absolutely massive compared to Monads 3% for example. This wave just feels underfarmed. I'm gonna spend another 100 bucks or so to level up from Chromium to Cobalt.

@ashikruben369 PDF

If you want the complete explanation " PDF " of " how to split and trade all the sessions " Comment " PDF " and I will sent it directly on your DM...

@monad did the biggest scam by calling “community is everything” for years and getting the work done by the community free of cost, and now giving 3% to the community. Just wow! Just unfollow these scammers - They are shameless! @keoneHD @0x_eunice @KinglouiEth @_gvan @cryptunez

3% airdrop in 2025 is INSANE 🤣🤣🤣🤣🤣 all of this while team has 27% and investors 20% lmaoooo send this shit to absolute ZERO