satonomics

US Spot BTC ETFs had strong inflows yesterday. Strategy just dropped SEC filings to allow it to buy another $42 billion in BTC - approx 590,000 BTC at today’s price). S1 filings show Morgan Stanley ETF coming soon. We are sub 1 million BTC to be mined in the next 114 years. If you haven’t figured it out yet, I suggest you “get some / get yours” if you can, while you still can. @NateGeraci @HODL15Capital @EricBalchunas @JSeyff @jameslavish @HHorsley @NeilJacobs @AdamBLiv @seth_fin @BitcoinNewsCom @BitcoinMagazine @BitcoinForCorps

Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

🚨SCOOP: The White House is considering pulling its support for the crypto market structure bill entirely if @coinbase does not come back to the table with a yield agreement that satisfies the banks and gets everyone to a deal, a source close to the Trump administration tells me. The White House is said to be furious with Coinbase’s “unilateral” action on Wednesday, which it apparently was not notified of in advance, calling it a “rug pull” against the White House and the rest of the industry. The White House does not believe that one company speaks for the entire industry, the source continued. “This is President Trump’s bill at the end of the day, not Brian Armstrong’s,” the source said.