Tysons Technologies - Mobile5g.sol

Make it a Bitcoin Christmas for your family. @River makes it easy. Give a gift that matters. River Link lets you send or gift Bitcoin to friends and family with a simple link. Sign up free: river.com/invite?r=LCUJ6…

@DeepValueBagger Order filled!

Bitcoin lost the narrative. It's not a hedge, and it's not a reserve asset. You're exit liquidity for the OG.

The same firm behind the 10am Bitcoin dumps, the Terra short, and the $567M Indian freeze just rotated $800M out of Bitcoin and into Ethereum in one quarter. If you haven’t read my article that got 6M views, read it now. The 13F headlines this week confirmed every prediction in this piece, and the same firm is already setting up its next target while everyone calls the Bitcoin sell-down bullish. IBIT shrank by 71% in a single quarter. FBTC fell 60%. Strategy was cut 78% after a 473% buildup the quarter before, and the miners (IREN, Cipher, TeraWulf, Core Scientific) were all trimmed alongside it. Over $800M of Bitcoin exposure erased in 90 days. Now look at what got bought with the proceeds. ETHA nearly doubled. FETH was raised sharply. Galaxy Digital went from 17,000 shares to 1.5 million, an 8,700% jump in a single quarter. $82M of new Ethereum ETF exposure stacked while the Bitcoin book came apart. SEBI documented this exact sequence in India. Build the cash long, layer the derivatives, then move the market. The 13F is the setup cost. The options book is where the money is made, and the options book is the one thing a 13F will never show you. Ethereum is the easier target. Bitcoin futures open interest sits near $60B. Ethereum’s is $34B. Bitcoin’s market cap is $1.6T against Ethereum’s $273B. The same capital that nudges Bitcoin a dollar moves Ethereum closer to six. ETF penetration in ETH is still below where Bitcoin sits at 6.67%, which means no institutional demand floor exists yet to absorb a coordinated sell. Basically, smaller markets cost less capital to push and that is the whole rationale here. If you hold ETH or IBIT, you should want to know what sits on the other side of these long positions. The Terraform Labs case is the only venue forcing that question, and discovery is going to be very, very telling.

The 21M cap is now functionally irrelevant because Jane Street can generate unlimited phantom exposure to Bitcoin through derivatives that never touch the base layer and never appear in any public filing.

@BobGroyp @helium @MaknBank1 @amirhaleem Beyond brutal

I pay over $2,000 in internet bills every month to keep my @helium operation running. If $HNT keeps going down, I will be forced to cancel all of my deals and the network will loose over 100,000 daily users. @MaknBank1 what should I do? @amirhaleem

This is why I believe in Bitcoin. If you only watch 9 minutes of my content, ever, please let it be this.

Punch out the week Friday with @Puncher522 twitter.com/i/spaces/1mGPa…

@LorenHodl @Puncher522 My man!

My Hermes agent has a daily BTC treasury watchdog cron that runs every morning. It checks: • BTC cycle heat, 30 peak signals • MSTR + MPJPY mNAV • MSTR/IBIT real-time compression proxy • Power-law trend/support • Leledc capitulation/top signals • Treasury cohort relative value Today’s output: ACTION: Tier 4 AMPED, allocate new contribution 90% MSTR / 10% MPJPY if cash is available. Existing positions: HOLD. No trim. BTC cycle: • CoinGlass peak checklist: 0/30 hits • Average peak progress: 39% • MVRV Z: 0.88, bottom zone • Puell: 0.78, bottom zone • Reserve Risk: 0.0015, bottom zone • NUPL: 32.6%, neutral • RHODL: 1042, neutral Treasury compression: • MSTR mNAV: about 1.05x • MPJPY mNAV: below 1.0x • MSTR/IBIT proxy: compression bottom • BTC vs power-law trend: cheap Signal stack: • @hillery_dan compression filter: GREEN • Leledc: major GREEN_ACTIVE, minor RED_ACTIVE • Cycle classification: BOTTOMING Interpretation: BTC is not overheated. Treasury names are compressed. MSTR remains core. MPJPY is buyable only as a satellite because structure risk is higher. Not financial advice. Just a rules-based discipline engine so I don’t make emotional allocation decisions.

@dotkrueger Rug?

82K is complete bullshit.

Ted Lieu says the unreleased Epstein files show Trump r*ping children. That’s what’s being hidden. That’s why the files stay sealed. That’s why there are no arrests. Release everything. Or resign.

We must try to reverse these obvious trends immediately

@helium Good move.

The Helium Discord is coming back. We got this one wrong. We shut it down because we believed we were missing the larger deployer audience that didn't spend all day on Discord, but doing so removed a space the community relied on. We've heard that clearly. The Network is entering its next chapter, and the community that built the Network is critical to our shared success. 🧵/1

@LorenHodl @JeffBooth @leamuirleyn My man!

We will have the rare fortune to be joined by @JeffBooth and @leamuirleyn on tomorrow’s space; come with support or questions…

Looking to raise funds and garner commitments from Bitcoiners on Bitcoin Today this Friday, 11:30-1:30EST on Spaces. Anything, no matter how small, is appreciated. These funds will go directly to our fellow Bitcoin brothers at Samourai Wallet, and their families, as they sit in jail, unjustly terrorized, for a non crime via a corrupted legal system. Please spread the word far and wide. Thank you. p.s. - @POTUS @realDonaldTrump @SusieWiles47 et al could end this travesty of justice with a single signature. They won’t. We need to start asking why, with vigor! x.com/i/spaces/1pkko…

Bitcoin Hashers vs. Bitcoin Miners

@Puncher522 So fucking stupid

Not artists; demons.

@darkside2030 @mikemcglone11 The dinosaurs are extinct.

Has anybody checked on @mikemcglone11

🚀 Is a Bitcoin supply shock about to hit? When you break down the math, it's just a matter of time! #Bitcoin #Crypto