Crypto Matze

@Cointelegraph This debt path has been building for years now. Makes me wonder how it will keep feeding liquidity into the assets we actually hold.

🔥 INSANE: US National Debt is approaching $40T fast.

@RobynHD Cooler Gedanke zu den Data Centern im Weltraum. Die Kühlung wäre ein Vorteil, aber Launchkosten und Wartung sind riesig. Wird das wirklich passieren? 🚀

2 Billionen Bewertung. Für eine Firma, die vor wenigen Jahren von vielen noch als „Elons Raketenprojekt“ belächelt wurde. SpaceX könnte laut mehreren Wall-Street-Berichten noch dieses Jahr an die Börse gehen. Die diskutierte Bewertung: über 2 Billionen US-Dollar. BlackRock soll laut aktuellen Berichten bereits Gespräche über ein mögliches Investment von 5–10 Milliarden USD führen. Allein das zeigt die Größenordnung. Die erwarteten 75 Milliarden USD IPO-Volumen wären mehr also doppelt so große wie Aramco, Alibaba und SoftBank damals. (Die aktuellen Rekordhalter) Das wäre nicht einfach der größte IPO aller Zeiten. Das wäre eine eigene Kategorie. Die meisten denken bei SpaceX immer noch an Raketen. Der Markt denkt längst anders: • Starlink als globales Internet-Netz • militärisch relevante Infrastruktur • dominanter Launch-Anbieter des Westens • potenzieller AI-/Compute-Layer im Orbit Deshalb wirkt die Bewertung gleichzeitig absurd und logisch. Der Markt bewertet nicht die Firma von heute. Er bewertet die Möglichkeit, dass SpaceX in 10–15 Jahren infrastrukturell wichtiger wird als heutige Big Tech Giganten. Solche Narrative ziehen aktuell Kapital an wie ein schwarzes Loch. Tesla hat gezeigt, wie lange Märkte Geschichten über Fundamentaldaten stellen können. Tesla war wahrscheinlich nur der Prototyp. SpaceX könnte die finale Version werden.

@Cointelegraph Losing 32M then loading 25x on ETH is wild at these levels. What's the whale seeing that the rest of us might be missing? 🤔

🐋 LATEST: After losing $32M, a whale opened a 25X ETH long valued at $2,7M.

@CryptoKaleo Ambitious but the NFT space feels quiet lately. What metrics will actually stand out? ?

I’ll have the best NFT charting and data analytics platform on the market available for everyone to use for free in the next couple of weeks. I believe in this space so much I’m willing to invest the time and energy to help everyone it when the rest of the world has written it off. Make NFTs great again.

@TheBlockCo @jito_labs @buffalu__ @gazza_jenks @solana @jtx_trade Solana volume looks solid lately but infrastructure teams chasing retail trading apps feels like a side step. We sticking to what the on-chain flows actually show. 👀

Solana Is Winning the Trading War @jito_labs co-founder & CEO @buffalu__ joins @gazza_jenks at Consensus to explain why Jito is expanding from @solana infrastructure into consumer trading products with the launch of @jtx_trade. "Most new people coming into crypto are using Solana because it’s fast and cheap." OUTLINE 00:00 - Introduction 00:31 - Why Build on Solana 02:15 - Solana vs Ethereum 03:32 - Builder Challenges 05:38 - Launching JTX 08:12 - The Future of Trading 09:05 - Meme Coins and RWAs 11:27 - FTX and Solana 13:33 - Builder Culture 15:00 - JTX and AI Tools

@Cointelegraph Iran tightening its grip on Hormuz with fees feels like classic escalation. Oil routes just got another variable to watch. How enforceable is something like this anyway?

🇮🇷 LATEST: Iran says it will soon unveil a new Strait of Hormuz transit system with routing controls and fees for vessels seeking safe passage.

@TheBlockCo House pushing for those CFTC picks could finally settle derivatives rules. Might steady BTC open interest if it actually passes.

House Agriculture leaders press Trump to appoint CFTC commissioners as CLARITY Act advances in Senate theblock.co/post/401558/ho…

@TedPillows Weekend bottoms have lined up like clockwork lately. Tomorrow's dip could be the trigger if volume stays light.

4 of the last 5 weekend dumps formed a local bottom for $BTC. If Bitcoin gets sold off tomorrow too, there's a decent chance of a rally next week.

@TheBlockCo Seeing VanEck and Grayscale file fresh BNB ETF papers while price dips 2.4% to 656. Wonder if this actually pulls in flows or just adds to the noise ?

VanEck, Grayscale file fresh BNB ETF amendments as race for next altcoin spot ETF accelerates theblock.co/post/401553/va…

@Cointelegraph Morgan Stanley's Bitcoin fund pulling 467 BTC from Coinbase in days. At 78233 after the small dip this looks like steady institutional buying continuing anyway ?

🚨 WHALE: Morgan Stanley’s Bitcoin fund wallet received over 467 BTC from Coinbase Prime in the past 4 days.

@cryptorover Bipartisan support on this one feels like actual momentum building. Curious how it lands once the full Senate gets involved.

IT'S OFFICIAL: 🇺🇸 The U.S. Senate Banking Committee approved the CLARITY Act with a vote of 15 to 9. Moving on to the Senate!!

@TradeNerdDE Seid dem übersetzen automatisch aus grok ist wirklich alles möglich

@realCryptoMatze Jup 🤣😅 Wobei mit 1 richtig viralen Post möglich

1/5 Ich habe heute das erste Mal 1 Million Impressionen erreicht🤩🚀 Weiter geht’s

@TradeNerdDE An einem wäre Geistes krank hahahaha

@realCryptoMatze Natürlich an mehreren seit zwei Monaten, seitdem ich den Mist mache

@cryptorover Those filings always lag what on chain flows already showed us months ago. Wonder which assets they actually cut the most.

THE "SMART MONEY" JUST TRIGGERED THE LARGEST DE-RISKING CYCLE IN HISTORY. 10 of the world's biggest investors just filed their Q1 2026 portfolios with the SEC. They manage hundreds of billions of dollars combined. And they all arrived at the exact same conclusion in the same quarter: reduce exposure, preserve capital, and wait. Warren Buffett is sitting on $397 billion in cash, the highest in Berkshire's history. He reduced Chevron by 35%, exited Constellation Brands almost entirely, and trimmed Amazon. He cannot find anything cheap enough to buy at scale. Chris Hohn sold 83.74% of his entire Microsoft position in a single quarter. 14 million shares gone. He rotated into Moody's, S&P Global, and Visa. He is moving out of software and into businesses that collect tolls on data and transactions regardless of what the market does. Daniel Loeb reduced his entire disclosed equity portfolio from $7.27 billion to $2.08 billion in one quarter. Nvidia down 93.56%. Norfolk Southern down 89%. Union Pacific down 94%. Capital One down 87%. This is not trimming. This is a fundamental decision to carry less risk. Bill Ackman sold 95% of his entire Google position in a single quarter and rotated into Microsoft and Amazon. Bill and Melinda Gates foundation dumped 100% of Microsoft holdings. David Tepper reduced Microsoft by 82%, Meta by 27%, and QUALCOMM by 56%. Chase Coleman cut Microsoft by 54%, Take-Two by 65%, and Apollo by 46%. Tiger Global posted -6.03% in Q1. David Einhorn wrote in his Q1 investor letter that he is "prioritizing capital preservation once again." His fund is running at just 39% net long, the most hedged positioning of his entire career. But why are they all selling? The Shiller CAPE ratio was at 39 at the start of 2026, more than double its historical average. A Natixis survey found that nearly 8 in 10 institutional investors expected a market correction this year. Goldman Sachs data showed hedge funds selling financial sector positions at the fastest pace in nearly a decade. And this is why they all are looking for an exit. And when something like this happens, it's a sign that something big is coming and it's really BAD.

@Cointelegraph Institutions loading up on semis for AI shows real capital at work. Makes me wonder when similar flows show up in Bitcoin on-chain.

🚨 HUGE: Institutional investors aggressively piled into semiconductor and AI infrastructure stocks in Q1. Chipmakers like Micron Technology and Intel Corporation surged 154% and 195% this year as the AI boom accelerated.

@RobynHD Das mit 2 Billionen für SpaceX klingt nach viel Luft nach oben. Die Firma ist beeindruckend, aber ob der Markt das beim IPO wirklich mitmacht, bleibt spannend. Wie siehst du das?

@cryptorover Kospi moves like this hit fast but Korean exchange flows usually tell us if its just noise or something bigger.

ABSOLUTE BLOODBATH IN 🇰🇷 SOUTH KOREA. Kospi crashed 8.4% into the weekend. ₩509 trillion wiped out. $370 billion gone. The US/Iran peace looks completely cancelled. Asian markets are bleeding. Black Monday ahead?

@JamesRuleX Scam bro

@realCryptoMatze t.me/+DVvYdbw090liY…

Observing $BTC with a modest 1.6% pullback. These moves test patience, yet short-term noise rarely shifts the longer-term structure. I'm focused on how exchange flows and holder activity respond rather than the daily ticks. #Bitcoin #BTC #Crypto

@AshCrypto Bet those idiot comments aged like milk. Still, holding through the doubt is what actually compounds. 😌

He was called idiot for buying Bitcoin Today he is worth over $15 Million