Thomas Pepe

Strategy has acquired 3,273 BTC for ~$255.0 million at ~$77,906 per bitcoin and has achieved BTC Yield of 9.6% YTD 2026. As of 4/26/2026, we hodl 818,334 $BTC acquired for ~$61.81 billion at ~$75,537 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

The Future is Orange

Top 10 Bitcoin holders as of today.

$292M vanished in minutes through one bridge glitch. EEZ is the one upgrade that actually kills the problem for good. Last week’s Kelp DAO disaster was brutal: $292 million in rsETH drained in minutes through a LayerZero bridge. No smart-contract bug on Kelp. No reentrancy. Just one “phantom” cross-chain message. Ethereum thought Unichain had sent a valid packet. It hadn’t. A single verifier got fooled, the bridge released real tokens, and the attacker walked with the cash. That’s not bad luck. That’s the standard bridge model working exactly as designed: async messages, external verifiers, lock-and-mint mechanics. Every big bridge hack in history (Ronin, Wormhole, Harmony…) follows the same script. Bridges are DeFi’s single biggest attack surface. @etheconomiczone is the first real attempt to kill that surface for good. Built by Gnosis and Zisk with Ethereum Foundation funding, EEZ doesn’t add another bridge. It removes the need for one. Rollups inside the zone become synchronously composable with mainnet. A contract on an EEZ L2 can call a mainnet contract (or another EEZ rollup) in the same atomic transaction. No packets. No nonces. No wrapped tokens sitting in a bridge contract. Everything either happens together or reverts together, secured directly by Ethereum L1. It’s not marketing fluff. It’s the architectural fix we’ve needed since L2 summer started fragmenting everything. Ethereum already solved scaling. EEZ solves the fragmentation that came with it — without keeping the bridge risk that keeps draining hundreds of millions. This is the right next move. Not more chains. One unified economic zone. One Ethereum again.

Welcome to the Ethereum Economic Zone (EEZ), a framework for synchronously composable rollups. What does that mean? One deployment. Shared liquidity. Single transactions across L1 & L2. Identity verified anywhere. Smart wallets connected everywhere. No additional trust assumptions. This means L2s that are as credibly neutral, economically aligned, and publicly governed as the base layer itself. EEZ furthers Ethereum as the leading decentralized economy.

Here’s the current top holders via @EdmondsonShaun. Poss dark horse emerges but I think it’s safe to see it’s bt these two entities (and don’t @ me w one is holding for investors the other is a co blah blah we all know this just vote and move on w ur day)

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

BIP-361: Post Quantum Migration and Legacy Signature Sunset. Tradotto: dopo cinque anni dall'attivazione, i bitcoin non migrati verso indirizzi quantum-resistant vengono congelati. I numeri dietro la proposta. Al primo marzo 2026 oltre il 34% di tutti i bitcoin esistenti aveva chiavi pubbliche esposte on-chain. Secondo @lopp, uno dei sei firmatari, i bitcoin tecnicamente vulnerabili sono 5,6 milioni. Circa il 28% della supply circolante. In quel numero ci sono anche 1,1 milioni di bitcoin fermi dal 2010, attribuiti probabilisticamente a Satoshi Nakamoto. La tesi dei proponenti: se un attaccante con un computer quantistico sufficientemente potente sbloccasse quegli UTXO e li immettesse sul mercato, il dump danneggerebbe tutti gli altri holder. Dal testo della BIP: "I coin persi fanno valere un po' di più tutti gli altri. I coin recuperati da un attaccante li fanno valere di meno. Consideratelo un furto ai danni di tutti." Lopp stesso però, nelle ore successive al dibattito esploso su X, ha dichiarato: "Al momento, non credo che nulla di tutto questo sia necessario." Le obiezioni arrivano da più fronti. @MartyBent ha sollevato il caso che chiama "the man in the coma": chiunque per cinque anni non riesca a eseguire la migrazione perde tutti i soldi, congelati dalle regole di consenso. @adam3us alla Paris Blockchain Week ha definito i computer quantistici attuali "esperimenti di laboratorio" con progressi "incrementali", e ha detto che Bitcoin può prepararsi con upgrade opzionali senza imporre congelamenti. Il punto che scotta davvero è un altro. Se le regole di consenso possono congelare indirizzi in base al tipo, esiste un precedente. I governi lo avranno sul tavolo: congelare UTXO sanzionati, congelare indirizzi su liste OFAC, congelare wallet di persone politicamente sgradite. La proposta prevede di congelare bitcoin legittimamente posseduti in nome del bene collettivo. Bitcoin esiste perché nessuno può bloccare i fondi di qualcun altro. BIP-361 chiede al protocollo di farlo by design. Ne parlo in dettaglio nella Fermata #295, link nel primo commento.

"Looking across 46 different country ETFs since the start of the Iran war, the global picture looks far more resilient than headlines and the chattering media's pundits would suggest. Nearly half of the world's major markets -- 20 out of 46 -- have already fully recovered their initial losses, even with the conflict still ongoing." - @psarofagis

STRC just absorbed 102% of today's Bitcoin mining supply Sixth straight day of full absorption 458 BTC — every coin mined, plus 8 pulled from HODLers STRC.live

Strategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026. As of 4/12/2026, we hodl 780,897 $BTC acquired for ~$59.02 billion at ~$75,577 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

Think ₿igger.

BREAKING: US M2 money supply jumped +4.8% YoY in February, to a record $22.6 trillion, marking the 24th consecutive monthly increase. Money supply is now ~$700 billion above the March 2022 peak. Since the 2020 pandemic, M2 has surged +$7.1 trillion, or roughly +$1.2 trillion per year. Since 2000, money in circulation has grown at an average annual rate of +6.2%. The US Dollar is losing purchasing power at a historic pace.

“people didn't used to be able to send money on evenings or weekends”

@zealwallet Access to prediction market?

A highly requested feature is coming 👀 Can you guess what it is?

Strategy has acquired 4,871 BTC for ~$329.9 million at ~$67,718 per bitcoin. As of 4/5/2026, we hold 766,970 $BTC acquired for ~$58.02 billion at ~$75,644 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

.@Polymarket- Which party will win...? U.S. House 🟦 Democratic: 86% (+5) 🟥 Republican: 15% (-6) U.S. Senate 🟦 Democratic: 52% (+16) 🟥 Republican: 48% (-17) (+/- change vs Feb. 1)

Politician Nancy Pelosi vs the greatest investor of all time.

This is timely for the upcoming earnings season 😂