PJ.P.

@crypto_banter So what if the AI "machines" create their own rails and infrastructure to transact ?

Ran asks himself ONE simple question when deciding how to invest in crypto right now... ONE 👇

@FefeDemeny Brav, you're a legend

The S&P500 just printed a weekly market structure shift, a textbook reversal pattern. Last 4 times this happened the index dropped 30-50%. The S&P is going sub $6.000, potentially sub $5.000 It's happening. Buckle up.

@cryptomanran If AI agents begin transacting autonomously, the structure of the crypto economy could evolve significantly. BTC then likely becomes the neutral reserve asset (digital gold reserve asset) The bigger question is: Will BTC remain the most trusted digital collateral asset?

AI has killed Bitcoin forever. It became Bitcoin mining’s biggest competitor. Not another crypto. AI. Because both industries compete for the same thing: electricity. And right now, AI is willing to pay much more for it. Bitcoin mining revenue per MW: $57 – $129 AI data center revenue per MW: $200 – $500 Same electricity. But up to 8x more profitable. That’s why miners are starting to pivot. Core Scientific signed a massive AI hosting deal. Hut 8 signed a $7B AI infrastructure agreement. Cipher Mining cut its hashrate 51% to focus on AI compute. So a new question is emerging: If AI becomes the highest bidder for electricity, what happens to Bitcoin? In my new video, I break down: • Why miners are switching • What it means for hash rate • And the two scenarios that could play out for Bitcoin [link in comments]

@cryptomanran I hear you, but why is BTC.D then not crashing

For the first time in 12 years, I’m questioning Bitcoin’s thesis. It’s not the drawdown that concerns me; it’s how Bitcoin responded when markets genuinely moved into risk and uncertainty. $BTC evolved from “peer-to-peer cash” into “digital gold.” We fought for ETF approval. We fought for institutional access. We wanted it inside the system. Now it is. There is nothing to fight for anymore. So when tariffs, currency tension, and fiscal instability hit, this was the moment Bitcoin was supposed to behave like a store of value. Instead, capital ran to gold. Institutions had access. There were no barriers left. That’s the uncomfortable part. If it’s not used as cash, and it didn’t meaningfully absorb the stress bid, then what exactly is the narrative? Retail participation is near multi-year lows. Early evangelists have largely exited. Even aggressive weekly buyers can’t generate sustained momentum. That doesn’t mean Bitcoin dies. But it does mean the thesis isn’t unquestioned anymore. What’s interesting is I’m worried about Bitcoin, not crypto. Because the next wave isn’t ideological. AI agents won’t use banks. They won’t use credit cards. They’ll need instant, programmable settlement rails. That’s crypto. In my new video, I unpack why I think Bitcoin failed this cycle’s defining test and what is likely to happen next. [link in comments]

@cryptomanran Institutions While the rest is sh!thing their pants, thinking "BTC is not really a store of value". Seriously, what could kill the BTC thesis ? Then, why is Institutions buying BTC

If everyone knows Bitcoin is in a bear market and going to go lower, who is buying?

@FefeDemeny O... she!t Brav Hope you're ok !

I stared death in the eye last night and said: I ain’t leaving🤝

@Cryptoinsightuk Might be that most is so deep under water with their ALTs for so long that rotating into BTC makes no sence

Something that continues to make no sense to me is $BTC.D. With the price action we're having, historically $BTC sucks in liquidity as it drops. It isn't doing that.

@FefeDemeny Brav this is a great reality check, and very true

If you think the Trump family - that hold 25% of their entire net worth in crypto - built this to destroy Bitcoin you are an idiot So much higher

@Cointelegraph So your model say we can easily go down to $50k before we're allowed to contemplate a reversal ?

🚨 UPDATE: $BTC hits the 'Fire Sale' zone for the first time since December 2023.

@martypartymusic This is an excellent move, with deeper consequences/benefits for merchants and consumers

Clarity Act Update: During the Senate's markup process on the bill, senators filed various amendments to the text. One of these is the bipartisan Credit Card Competition Act (CCCA), sponsored by Senators Roger Marshall (R-KS), Dick Durbin (D-IL), and Peter Welch (D-VT). This was added as an amendment to the Clarity Act vehicle. One specific provision added is “prohibits credit card networks and certain card-issuing financial institutions from requiring network exclusivity on credit cards” This is critical and sheds light on the strategy. Credit card networks (mainly Visa and Mastercard) and large card-issuing banks (typically those with over $100 billion in assets) would be barred from forcing merchants or issuers to use only one network for processing credit card transactions. IMO: This is indication they are allowing merchants to use native blockchain wallets, and not forcing merchants to use Visa or Mastercard. Currently, many credit cards are tied exclusively to either Visa or Mastercard (e.g., a card might say "Visa only" or require routing through one network), limiting competition. The amendment would require allowing multiple network options (e.g., enabling routing through lower-cost networks like debit-like rails or alternatives), giving merchants more choice in processing and potentially lowering interchange fees (the swipe fees merchants pay). This is a long-standing push (the CCCA has been reintroduced in prior Congresses) to increase competition in the credit card market, reduce costs for merchants (and potentially consumers via lower prices), though critics (like banks and some credit unions) argue it could harm rewards programs, card security, or smaller issuers.

@willywoo Perhaps I'm a but bonkers but I perceive the quantum computing threat as a positive for crypto.... ironically, crypto is more adaptable than TradFi and legacy systems. It doesn't seem logical that quantum computing would be focused to destroy crypto or BTC... zoom out

ANALYSIS: Bitcoin dev response to quantum risks started in Jan 2025 and accelerated mid year, we also saw the first the Quantum Bitcoin Summit in July in SF. IMO slow on the uptake, but it's now accelerating quickly [Bitcoin Dev mailing list]

@TedPillows @JamesWynnReal I don't know much ....but sticking a Fib on a chart and calling it bullish is just sloppy or a crack induced delusion

@JamesWynnReal Haha bro this chart 🤣

Ethereum looks incredible 🔥🔥🔥 The ''cycle'' we have all been waiting for could be in play as we speak. 🫡🚀 Many are sidelined, many have dispersed into the abyss, most going back to their day jobs or living with their mama. This could be it. I said Q1 will be bullish. $ETH, $PEPE, $DRB, $BYTE 👏👏 Wynn

@Osemka8 I think LINK is a sleeping giant as it's the bridge/critical infrastructure between blockchains imho

[ $LINK ] A triangular consolidation is the best way I can count LINK's PA after it made it's first impulse in March 2023. If this count is correct, then W3 would expand well into 2027 since Wave 1 was ~280 days long (wave 3's last longer than wave 1's typically).

@Cryptoinsightuk So is he now trying scaring everyone into his corner, after he went totally native ? ....not that i disagree, that tariffs was posibly one of the main tools he had to try and save their economy

Hmmm

@JimFergusonUK Or did trump just succeed in securing a strategic weakness without spening a single dime 🤔

x.com/JimFergusonUK/… 🚨BREAKING: Europe is moving troops into Greenland — right after President Trump said the quiet part out loud President Trump warned the world that Greenland is a U.S. national-security asset. He said Europe has lost control of its own borders, its energy, and its strategic territories. Now Britain, Germany and France are reportedly holding talks about deploying forces to Greenland. That is not coincidence. That is containment. Greenland controls: • Arctic shipping lanes • U.S. missile-warning systems • Rare-earth minerals needed for AI, weapons and satellites • The northern gate of North America Trump is telling the truth the globalists hate: Whoever controls Greenland controls the future balance of power. So what did Europe do? They rushed to NATO-lock it before Washington can act. This is the same playbook used in Ukraine, Kosovo and Taiwan: Put foreign troops on the ground → make the territory “untouchable” → freeze the status quo. They are trying to box Trump in. Because if the U.S. secures Greenland, the globalist cartel loses control of the Arctic, the minerals, and the choke points of the next world economy. Trump didn’t start this fight. He exposed it. @realDonaldTrump

@kyledoops I wonder if it would be realistic to think that crypto is evolving from a single reflexive system into something closer to a multi-organ organism with internal circulation.

$SOL launchpads are still pumping out tokens at scale. Daily launches remain elevated into Jan ’26, dominated by Pumpdotfun, with newer platforms slowly gaining share. Activity never fully reset after the Q4 cooldown. Takeaway: • Supply is abundant • Attention, not capital, is the bottleneck • Survival > launches in this phase In crowded markets, distribution matters more than creation.

@cryptomanran Perhaps the problem is not democracy or the majority that doesn't seem to see the real game, but rather politicians and the human condition, perhaps more to the point, their incessant greed for perceived power. The media is clearly their weapon.

I’m going to say the unpopular part out loud… DEMOCRACY IN ITS CURRENT FORM IS THE PROBLEM. Look at the UK, France, NY, Minnesota and California… The problem is the “one person, one vote” system, why? - The politicians are addicted to being in power - To do this they need to appeal to the widest voter base, not the smartest or highest contributing. - To do that they create platforms that appease a majority and the majority in numbers is always lower income people that are suffering. - Billionaire taxes, subsided day care, higher CGT and other almost communist policies become the platform to appeal to the masses as opposed to the producers. Also the majority , always less educated and informed, will usually make a decision based on their information and education .. There are many other voter systems that could work better! A vote for every tax dollar paid is one that would give the power to those that contribute and have a record of making productive decisions.. I’m sure there are others… It’s not the popular opinion, but it is pretty obvious!

@Osemka8 I'm guessing that we could possible see the opposite of what's happening since October

So you're telling me this is how a cycle end looks like?

@kyledoops Healthy consolation

$BTC started 2026 with a clean break from the $87K range up to $94K as year-end profit taking finally eased. That move didn’t come from hype. It came from something quieter 👇 • Realized profits slowed sharply • Sell-side pressure cooled first • Price followed second Now we’re pulling back toward ~$90K. So far, this looks more like digestion than distribution. A pause after release, not a reset into heavy selling. From here, it’s simple: If sellers stay patient, price gets room. If they don’t, the range comes back into play. Do you see this as healthy consolidation… or the start of another chop zone? 👀

@cryptomanran BTC, SOL, ETH, LINK, possibly NEAR, ONDO, SUI

If crypto had a MAG7, the 7 most important tokens to the market, who would be the 7! Comment below.