Frederik Lund

Web3 moves fast. Regulation moves faster than most founders expect. I help Web3, blockchain, and digital asset founders build ventures that are legally sound, commercially robust, and designed to withstand regulatory scrutiny — from day one. My background spans law, compliance, and business strategy, and I've been working in crypto and blockchain since 2016. I've been a founder myself, which means I understand the pressure of building at the frontier of technology and regulation — not just advising on it from the outside. I work with founders and companies on: → Legal structuring & multi-jurisdiction entity setup → Token architecture and tokenomics design → Regulatory compliance and crypto licensing → DAO governance and legal wrappers → Business model design and capital structure → Advisory to established companies entering Web3 If you're raising, building in Web3, launching a token, structuring a DAO, or navigating a new jurisdiction — let's talk.

@saylor @AtlasHodld Yes, agree. You should do BTC instead of all the other products. That would keep it simple, clean and understandable.

Focus your energy. $BTC

@MerlijnTrader Exactly, and to elaborate, now a lot of the "added supply" is from China, and that does not impact Bitcoin price in the same way.

@fallund Source matters more than just the total supply 📉

REMEMBER THE BITCOIN AND M2 CORRELATION? EVERYONE DID. Liquidity up: Bitcoin follows. Every time. Until November 2025. M2 at all-time highs. Bitcoin down 44%. The chart everyone trusted stopped working.

@TedPillows Not a bad prediction...

If you think SOL/ETH is looking bad, take a look at SOL/BTC. This looks like it could dump 30% anytime.

@MartiniGuyYT Again....

🚨 TOM LEE PREDICTS $ETH TO HIT $62,000 "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."

@Cointelegraph Interesting to observe how we can be more or less constantly in extreme fear and at the same time, Bitcoin moves predominantly sideways.

🚨 ALERT: Crypto Fear & Greed Index has been in fear zone for 70+ days, currently at 8 signaling extreme fear.

@saylor Why am I not surprised?

Elon Groks Bitcoin

@TedPillows The thing is this: it works.

Just an hour before markets open 😅 Now he’s saying there’s progress and discussions with a new regime. Honestly, it feels like a 🌮, something fabricated to keep the market from sliding into a panic-driven decline.

@TedPillows Could be. It is possible. My bet is on an energy crisis triggered by you know who.

The next crypto crash might not start in crypto. It could be triggered by a silent liquidity crisis unfolding in Japan. Japan’s economy has been built for decades on extremely low interest rates. This means its financial system struggles when long-term rates rise too much. When 30-year bond yields move higher, borrowing becomes more expensive across the system. At the same time, existing bonds lose value, creating losses for banks and pension funds. These losses reduce confidence and make institutions more cautious with money. As a result, less money flows through the system, this is what we call “liquidity tightening.” Japan is important because it has long provided cheap money to the rest of the world. Investors often borrowed yen at low rates and invested in riskier assets globally. When Japanese yields rise, this strategy becomes less attractive or even risky. Investors start pulling money back, which drains liquidity from global markets. Crypto depends heavily on this global flow of easy money. When liquidity tightens, people reduce risk and sell volatile assets like crypto. This is why $BTC and especially altcoins often drop during these periods. Altcoins usually fall more because they are less stable and more speculative. A stronger Japanese yen can also reduce the amount of dollars circulating globally. Less dollar liquidity generally puts pressure on all risk assets. However, rising stress often forces central banks to step in. The Bank of Japan may intervene to stabilize markets and lower yields again. This can involve printing money or buying bonds to inject liquidity back into the system. When liquidity returns, risk assets tend to recover. This is why periods of stress can later turn into strong rallies. The key idea is simple: more liquidity pushes crypto up, less liquidity pushes it down. Japan is just one piece of the global system, but an important one. It doesn’t cause crashes on its own, but it can accelerate broader market moves. In short: rising Japanese yields = tightening liquidity = short-term pressure on crypto. But if central banks react, it can later become fuel for the next bull run.

@Cointelegraph I do not think the macro environment is the same.

🔥 SNP500: We saw a similar dip in March 2025. And then the SnP500 printed a new ATH.

How do I determine if a VC-backed token with an FDV above $1b at launch is overvalued? It is. Of the 28 tokens that launched above $1 billion FDV in 2025, none are in the green today Read that again. Zero, none, as in never happened.

@TedPillows In 2022, the market was not dependent on one guy tweeting...

S&P 500 is about to close its 5th consecutive week in the red. Last time this happened was in Q2 2022, and $SPX dropped another 10% by year-end.

@Cointelegraph This will continue. Nothing stops this.

🚨 INSIGHT: Global public debt nears size equal of the world economy, highest levels since World War II, per IMF.

@Rajatsoni That is a way to put it...

This guy is being paid $42M to run a Bitcoin company that buys the top and then sells the botton 42 MILLION DOLLARS

@scottmelker Yeah, right. The way things are right now, this is not likely to have an impact. Might as well legalise inside trading at this point.

🇺🇸 BIPARTISAN LAWMAKERS INTRODUCE PREDICT ACT TO BAN FEDERAL OFFICIALS FROM PREDICTION MARKETS

@saylor @draeznum I am trying to... I am not sure it will end well.

Stretch Your Imagination. $STRC

@saylor @martypartymusic @Strategy Financial engineering at its finest.

71% to 2%. We engineer volatility. $MSTR $STRC $BTC

@TedPillows The network is adjusting... This is how it was built.

Bitcoin's "Electrical Cost" has dropped below $50,000. Just a few months ago, this was around $70,000. I expect "Electrical Cost" to drop below $45,000, which means the BTC bottom ceiling will get lower. This means $BTC will eventually drop below $50,000 and could bottom around $46,000-$48,000, which also coincides with August 2024 lows.

@TedPillows I think one of the problems is that markets are a bit immune to events. If you think about it, so much is happening that it is difficult to keep up.