Taylor Shrum

@clawhammer95 @TimWarrenTrades Same!

@TimWarrenTrades Wish I had bought 😬

RT @TimWarrenTrades: ♻️Retweet if you didn’t PANIC SELL $59,861k on February 6th! Haters will call us Lucky! 🍀

@DrJStrategy I’ll say it simpler $STRC converts demand for yield into demand for bitcoin

Food for thought. Will the CLARITY Act wake investors up to the real carry trade? More than 7.75 trillion dollars now sits in US money market funds, while roughly 3 trillion in reserve balances is parked at the Federal Reserve earning about 3.65%. That is over $10 trillion still chained to the logic of the old monetary order, accepting what looks like “safe” yield even as the purchasing power of the underlying currency is steadily eroded. Since the gold window closed in 1971, broad money has exploded growing at close to 8% p/a; the fiat unit of account is designed to grow, yet savers are asked to pretend that a nominal rate a few points above zero is “risk‑free.” Sensible is not the same thing as efficient. Nor is “risk‑free” the same thing as preserving real wealth. The thesis of the incumbent system is simple. Safety lives in bank deposits, Treasury bills, central bank reserves and government‑only money funds. Investors, chastened by crises, park cash in money markets for liquidity and low volatility. Banks, scarred by regulation, leave reserves at the Fed for a predictable overnight rate and a quiet life with supervisors. The classical carry trade built on this foundation was straightforward: borrow cheaply at the policy rate and reach a little for yield in duration or credit, clipping a modest spread. Now add the risk free rate in the digital world. The antithesis is already visible in the digital world. Instruments linked to Bitcoin‑centred balance sheets and digitally native structures are building a different yield curve. Strategy’s STRC, a perpetual preferred backed by a Bitcoin‑levered corporate, has recently offered an annualised 11.5%, paid monthly, with distributions structured as return of capital rather than ordinary income. It is not a Treasury bill, and there is balance‑sheet risk. But it shows that the market can engineer “cash‑like” exposure with double‑digit, tax‑efficient payouts, anchored in hard digital collateral rather than in the spread between overnight funding and a five‑year note. Bitcoin itself sits at the philosophical core: its supply is capped at 21 million coins, while fiat continues to expand. The synthesis is a new definition of “risk‑free” and a new destination for the global carry trade. Public debate still obsesses over the dialectic of stablecoins versus bank deposits. The Digital Asset Market Clarity Act of 2025 would create a federal framework for digital asset markets and formalise regulatory boundaries. More important is what such a law would symbolise: a tacit admission that a parallel monetary system is being built on top of the US dollar and Treasury market, but with yields discovered in competitive digital markets rather than by the constricted economics of legacy banks. Fully collateralised, dollar‑denominated, Treasury‑backed structures on public rails can in principle offer both the credit quality of the US sovereign and higher, more transparent yields than the old deposit‑money market complex. This does not make every high‑yield token or Bitcoin‑linked security safe. It does mean that “risk‑free” in the old world has become a marketing phrase for nominal returns that often fail to protect purchasing power. Banks leaving reserves at 3.65 % are leaving money on the table. Investors accepting mid‑single‑digit money‑market yields in a structurally inflationary fiat regime are doing much the same. The real question is whether the CLARITY Act will be remembered as the moment investors finally woke up to a generational shift: the point at which they realised that the true baseline for low‑volatility, dollar‑denominated returns had begun to migrate out of the old banking system and into a new, digital, USD Treasury‑backed monetary architecture. Yes Bretton Woods 2.0 is upon us, the only question now is when will investors wake up to the opportunities in front of them.

5th daily candle closed above $80,000

$STRC converts demand for yield into demand for bitcoin:native

@fityourframe @TimWarrenTrades what can be done?

⛔️BREAKING: Sen Tillis: "I’m going to ask the chair to move forward with scheduling a markup when we get back" Just more talk... or this could be the BIG push to the finishline for CLARITY ACT.

@TimWarrenTrades done!

🚨Help me out real quick! We are trying to Grow our new Instagram Channel! Go follow for a chance to win $500 when we hit 5k followers! instagram.com/timwarrentrade…

@AVYII276674 @TimWarrenTrades interesting.

@TimWarrenTrades What I am noticing is as soon any correlation (for example that with the IGV or before with the SPX) or a narrative around BTC gets well know, it stops being valid soon after. BTC and many cryptos in general are chameleons. It might get correlated with SPX again soon. Who knows.

You've heard that Bitcoin trades like a software stock. But The higher this chart goes the less that is true. (BTC/IGV) Fears around Anthropic's Mythos is causing a further selloff in $IGV software ETF today as $BTC pushes higher. This represents what could be the beginning of a big change in the mind of Wall Street. Bitcoin is not software as a service. Bitcoin is software as hard value. Is Bitcoin truly deepening from SaaS? Follow @TimWarrenTrades to stay ahead!

While @coinbase has yet to comment directly on where it stands on the current stablecoin yield compromise, this is a strong indicator that negotiations have concluded in a place they can live with.

1 Peter 2:24 “He himself bore our sins in his body on the cross, so that we might die to sins and live for righteousness; by his wounds you have been healed.”

Pray for the souls that are coming to your church this Sunday. Pray they will be saved and start the journey God has for them. Jesus is risen!

@TimWarrenTrades huge!

Private Credit: Having Bank Run Moment Digital credit: Having Revolution Moment $STRC is actively converting traditional income into digital income and the byproduct of that is a BITCOIN hyperACCUMULATION ENGIENE!

🚨 BREAKING: Coinbase $COIN CLO Paul Grewal Says Clarity Act Issues Will Be Resolved in 48 Hours HUGE! I want to hear Sen. Tim Scott motion to vote on the markup so it can go to the Senate floor for a vote.

🚨 JUST IN: Sen. Tim Scott Remains Optimistic On CLARITY ACT! Sen. Tim Scott: -The two parties (Reps/Dems) agree on the CLARITY ACT language. We still need the INDUSTRIES to agree on it. -Coinbase Is still at the table. -This is supposed to be difficult. "A threading the needle process." -CLARITY ACT not as exciting as March Madness. Follow @TimWarrenTrades for more updates!

Our message to Brian Armstrong CEO of Coinbase

🚨 CLARITY ACT LEAKED! Iran Peace Deal to Trigger The "Bank Crypto Buy List"? youtu.be/Qn16Dc2yB8w

🚨 BREAKING: Democratic Sen. Alsobrooks just dropped a bomb! Here's what she just said to a room of community bankers: “I think I have to level set that all of us will probably walk away just a little bit unhappy. The compromise that myself and Sen. Tillis (Republican) have been working on is one we believe will help prevent deposit flight and allow innovation to grow at the same time.” (per @EleanorTerrett ) Passage is close when a Democrat is breaking the hard news to donors.

What’s better than $STRC ?

People should earn yield on deposits! ♻️ Retweet if you agree!