bChiv

@jvb_xyz @AustinGrier1 I’m going with digital art over BTC as a store of value!

@nickgiva1 I was thinking about the speech Trump gave where he was shot in the ear. With drones so cheap and fast, how will any politician ever give an outdoor speech?

As all modern wars have in the past, this war will cause a technological leap in armaments which, sooner or later, will enter civilian use.

@GarryB1rd @tomsegal @toadswiback @opensea “In fact I was so early, the first mints were hidden by opensea”

@tomsegal @toadswiback @bchiv @opensea auto-hidden NFTs is a feature not a bug.

years later the things we thought meant something were melted into a mason jar and used to suffocate wasps nests in viral videos all of those years and all of those dead wasps and eyes that weren’t different than nests finding a substance to be suffocated by

@pythianism Once mom and pop finally withdrawal, they should simply buy and stake ETH 😀

Financial crises typically have two main features: runs, and contagion Once confidence has been lost in the liquidity of a private credit fund, the viscious cycle of redemptions -> -> selling of illiquid loans -> markdowns -> redemptions -> selling begins In the internet era any run on one BDC means the same level of redemptions for all other BDCs, contagions are now a default outcome of a single asset run If BTC was a response to the GFC, tokenization and stablecoins will become the answer to the problems that plague private credit and BDCs Ares/Apollo/Blue Owl are lucky this happened at this scale, and not 10x larger

@mr_merge I did this once a few years ago, ack had to send me the working gif 🤣

Boomer-ed the gif above. This one should work.

‘liquidity trap’ by @m0dest___ the machine hummed endlessly siphoning every last drop no matter how much they fed it nothing ever came back. The first m0dest work I added to my collection. Sums up long periods in my trading career perfectly 😅

@batsoupyum @CozomoMedici 'digital art' please

@CozomoMedici so never then?

NFTs are back when Lazy Lions floor is at 100 ETH

@cmsholdings you really know how to drive listeners

This hoping this is the doomiest doom porn pod ever

@macrogliblyglo1 2s moved more than oil imo

I’m more than a little surprised how little equities are down this year given the rate move alone. While I think 2s are “wrong” in that I don’t see wage inflation in pipeline, rates are a proper blowup so don’t expect pricing to be rationale

@DTAPCAP @TFTC21 Do you believe stablecoins being in the US interest favor ETH over BTC as a SOV?

@TFTC21 Excellent. The US can now source stable credit from the digital asset ecosystem (DAE). The millions of digital natives decentralized all over the world, in places unreachable 10yrs ago can now fund the American vision. Infinite eventual leverage creates fuel for freedom.

Tether and Circle now hold more U.S. Treasuries than South Korea, Germany, Saudi Arabia, and most sovereign nations on Earth. Combined, they hold over $160 billion in U.S. government debt. A decade ago, neither company existed in any meaningful way. Here's what's actually happening. The GENIUS Act, signed into law last year, requires stablecoin issuers to back every token 1:1 with reserves. Those reserves must be held in U.S. dollars, Treasury bills, or equivalent short-duration instruments. Congress didn't just regulate stablecoins. It created a legal mandate to buy Treasuries at scale. Tether alone holds $141 billion in Treasury exposure. $122 billion in direct T-bill holdings. The rest in overnight reverse repos. That makes Tether the 17th largest holder of U.S. government debt globally, above South Korea, Germany, and Saudi Arabia. Circle's USDC reserves hold another $24.5 billion in Treasuries, with 93% of total reserves in overnight repos and short-term government securities. This is not an accident. This is architecture. China dumped $86 billion in Treasuries over the past year. Its holdings hit the lowest level since 2008. Japan, the largest foreign holder at $1.2 trillion, is signaling a slow drawdown. The traditional buyer base for U.S. debt is shrinking. Stablecoins are filling that gap. Apollo estimates the stablecoin sector could reach $2 trillion by 2028. At that scale, stablecoin issuers would hold more Treasuries than Japan. The U.S. government now has a structural incentive to grow the stablecoin market. Every dollar minted as USDT or USDC creates automatic demand for U.S. government debt. The dollar gets exported globally through crypto rails. Treasuries get a new captive buyer class. Dollar dominance extends without a single aircraft carrier. Tether posted $10 billion in profit through the first three quarters of 2025. That surpassed Bank of America. It nearly matched Goldman Sachs and Morgan Stanley. The company has roughly 300 employees. Stablecoins are not a crypto sideshow. They are the newest pillar of U.S. monetary infrastructure, quietly becoming one of the largest and most reliable buyers of American debt on the planet.

@LongTplexTrader I have never seen this before, the magazine is the grip 😂

Yes.

@JohnnyDramaChas I don’t think so suit

DRAMA/WALSH 2028

@BickerinBrattle according to your work, the 2yr is the trade of the year here then?

This is a leading market analysis. Yet shows a steady indifference to understanding Fed Reserve monetary policy - or Fed dedicated drive to maintain "no policy policy" - the Fed doesn't care about oil but for impact on banks credit/stress test. Bob is basing all on sentiment.

🤝

@AustinGrier1 Soon you’ll get the janitor guy dressed in baggy clothes who walks around dead lifting

youtube algo is so aggressive. watched a single video about proper deadlift form and now its 80% lifting slop. incredible.

@CharityHedge moving buybacks to the front end 😀

@LongTplexTrader 🙋

Man…..the 2 year getting crushed. So many been in that curve steepener trade. Move like this gonna leave some horrible marks

@GlobalMacroZen this is basically what happened since covid, unspoken* of course

Jay should just go nuts & cut 50 bps; lift the Fed's inflation target to 3 % instead of 2% at the #FOMC to initiate a crazy short squeeze & at the same time Potus will be super happy #stocks $SPY

@Ars0nic That provenance 🤌

Day Zero Grail minted by me a million years ago. 🫡

@DGMD22 I heard the etherealize guys calling ETH digital oil … even the bulls have no respect for ETH the asset.

@bchiv BTC will sustain that narrative. I'm not saying it loses that. I just think the narratives around Eth will hold immense strength this year, and a move towards close to equal market caps is bullish, but within the realm of possibility.

Give me a polymarket for Eth to flip Btc in MC in 2026. I love BTC, but I think the yield, PoS, privacy, quantum, SOV superiority, tokenization narratives will get THAT strong.