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LuciusFox
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LuciusFox retweetledi

‘Wealth’ = company valuations.
‘Money’ = real cash.
Two very different concepts.
Ray Dalio says we’re in a bubble because there’s a huge gap between wealth and real money today—historically, this is why most bubbles form.
1929, 2000, 2008: same story.
OpenAI raising $100B at an $830B valuation, and AI startups with no product valued in billions—Notice anything?
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CRYPTO DEMAND REMAINS WEAK - CONFIDENCE STILL MISSING
$BTC attempted a late-week bounce, but macro uncertainty continues to cap conviction. U.S. data sent mixed signals: softer inflation, resilient jobs, and an unclear Fed path into 2026 keeping risk appetite muted.
Key takeaways:
• Open interest still below late-November highs
• BoJ rate hike adds pressure, making bonds more attractive versus non-yielding crypto
• Bitcoin is decoupling from equities - S&P 500 holds highs while BTC lags
• Fear & Greed at 21, stuck near extreme fear
Until macro clarity or a real catalyst emerges, selling pressure likely dominates into year-end.



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🇺🇸 Major U.S. banks are now issuing credit backed by #Bitcoin
- Citi ✅
- JPMorgan ✅
- Wells Fargo ✅
- BNY Mellon ✅
- Charles Schwab ✅
- Bank of America ✅

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This is absolutely insane:
Inflation in the US just unexpectedly posted one of the largest monthly declines since 2023.
While a +10 basis point increase in inflation was expected, it actually FELL by -40 basis points.
This puts Core CPI inflation in the US at its lowest level since March 2021.
According to this data, inflation is now at its closest point to the Fed's 2% target since the pandemic.
2026 is going to be a wild year.

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BREAKING: 🇺🇸 $36 BILLION FINTECH GIANT SOFI JUST ANNOUNCED ITS 12 MILLION CLIENTS ARE NOW USING #BITCOIN TO SEND MONEY WORLDWIDE 🤯
THE FIRST US BANK USING BTC
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Coinbase products announced tonight:
- Prediction markets
- Stock trading
- Equity perps and futures
- Full DEX integration including millions of assets on Solana
- Borrowing against BTC & ETH
- New payment & money transfer features
- AI-powered Coinbase Advisor
- Coinbase Business (exiting beta)
- Coinbase Token Sales
It's a new era for Coinbase...
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