zer0estate

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zer0estate

zer0estate

@zer0estate

No tribe. No noise. Markets, privacy, and the edges hidden in plain sight.

The blind spot Katılım Ekim 2009
18 Takip Edilen32 Takipçiler
zer0estate
zer0estate@zer0estate·
@BitcoinMagazine The important part is not “the Pentagon is bullish.” It is that $BTC is being discussed as infrastructure, not just an asset. Once a network becomes relevant to security, monitoring, and power projection, the conversation changes.
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Bitcoin Magazine
Bitcoin Magazine@BitcoinMagazine·
JUST IN: 🇺🇸 Congressman Lance Gooden says "the Pentagon is currently researching how bitcoin can be used toward" strengthening their cyber defenses. Bitcoin "is the center of a paradigm shift in national security that the U.S. military is moving to capitalize on." 👀
Bitcoin Magazine tweet mediaBitcoin Magazine tweet mediaBitcoin Magazine tweet media
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zer0estate
zer0estate@zer0estate·
@naoninn This sounds profound until you realize “being right and still in the game” just means risk management. The market does not reward being right. It rewards sizing, timing, liquidity, and survival long enough for being right to matter.
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Naoninn
Naoninn@naoninn·
the market doesn’t reward being right. it rewards being right and still being in the game when it happens.
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zer0estate
zer0estate@zer0estate·
@mert Nothing says competence like needing a monopoly to prove it.
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mert
mert@mert·
governments of the world are extremely competent and hence I think they should have full monopoly over all monetary policy
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zer0estate
zer0estate@zer0estate·
@RWAwatchlist_ Real stocks onchain sounds clean. The hard part is making sure “real” includes rights, disclosures, custody, and recourse, not just a faster casino with better branding.
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Real World Asset Watchlist
Real World Asset Watchlist@RWAwatchlist_·
The SEC is preparing to allow tokenized stocks to trade on blockchain networks in the US. Real stocks. Onchain. With regulatory backing. It's happening...!!! 🚀
Real World Asset Watchlist tweet media
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zer0estate
zer0estate@zer0estate·
@AshCrypto Market cap wiped out at the open sounds dramatic, but the open often shows pressure before it shows truth. The cleaner signal comes after liquidity settles.
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Ash Crypto
Ash Crypto@AshCrypto·
DUMP: $380,000,000,000 wiped out from the US stock market at open.
Ash Crypto tweet media
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zer0estate
zer0estate@zer0estate·
Berkshire Hathaway now holds roughly a third of its assets in cash, the highest level in its history. Most people will read this as a market prediction. I read it as a discipline test. The crowd hates cash because cash feels like doing nothing. But in expensive markets, doing nothing can be the only position that still has freedom.
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zer0estate
zer0estate@zer0estate·
@CoinMarketCap The market is cleaning up the parts of crypto that depended on friction, confusion, and weak oversight.
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: ⚡️ Bitcoin Depot has filed for bankruptcy and shut down its BTM ATM network, citing tightened state regulations and litigation exposure.
CoinMarketCap tweet mediaCoinMarketCap tweet media
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zer0estate
zer0estate@zer0estate·
This could be one of the biggest market structure shifts in decades, but the clean narrative hides the hard question. If equities move onchain, investors should ask what moves with them: custody, rights, disclosures, settlement, and legal protection. Faster markets are not automatically better markets.
Tokens on Solana@tokens

INSIGHT: The SEC is about to change how stocks are traded in America. Here's what it means and why it matters; The agency is releasing an "Innovation Exemption" for tokenized stocks as early as this week. Part of SEC Chair Atkins' "Project Crypto" initiative. What it does: -> Crypto platforms can offer tokenized U.S. stock trading without full broker-dealer registration -> Tokens representing public company shares can trade on decentralized platforms -> 24/7 trading, fractional ownership, instant settlement -> Guardrails included: exposure limits, disclosures, and a temporary pilot period The extra details: -> The SEC is weighing "third-party tokens" that track stock prices without the company's consent -> No voting or dividend rights -> Essentially synthetic equity on DeFi rails Why now: -> CLARITY Act cleared committee last week -> GENIUS Act already law -> Nasdaq and NYSE approved tokenized trading pilots in March and April -> DTCC building tokenization infrastructure -> Securitize, Coinbase, and Ondo already live with tokenized equities The $70 trillion U.S. stock market is moving onchain. This is the regulatory green light. A majority of major U.S. stocks are already live and tradeable on Solana today through @Ondofinance and @xStocksFi.

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zer0estate
zer0estate@zer0estate·
Institutional $BTC adoption rarely arrives as one dramatic moment. It arrives as small policy changes, treasury allocations, and “experimental” purchases that look minor until the pattern becomes impossible to ignore. The signal is not hype. The signal is who is willing to put balance sheet reputation at risk.
Cointelegraph@Cointelegraph

🔥 BULLISH: $33B New Jersey Police and Firemen's Retirement Fund made its first Bitcoin treasury stock purchase via Strive.

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zer0estate
zer0estate@zer0estate·
@CoinDesk The halving is always visible years in advance. The real edge is not knowing the date. It is understanding how positioning, liquidity, and psychology change before everyone starts acting like it is a surprise.
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CoinDesk
CoinDesk@CoinDesk·
INSIGHT: $BTC is less than 100,000 blocks from its next halving in April 2028.
CoinDesk tweet media
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zer0estate
zer0estate@zer0estate·
@coinbureau Everyone is watching how much Bitcoin Strive bought. The better question is why a public company keeps choosing Bitcoin over cash. That is the quiet admission most CFOs are not ready to say out loud: cash is stable in accounting terms, but unstable in purchasing power.
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Coin Bureau
Coin Bureau@coinbureau·
🚨$29 BILLION IS NOW BETTING ON BITCOIN UPSIDE Bitcoin open interest just reached $29B, its highest level since January, as traders rushed to bet on $BTC going higher. Binance alone accounted for $9.03B of that.
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zer0estate
zer0estate@zer0estate·
@Vivek4real_ This is not new. Cayman has been a tax shelter forever. The interesting part is not the 0% headline. It is that crypto capital is starting to treat jurisdictions like part of the trade.
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Vivek Sen
Vivek Sen@Vivek4real_·
🇰🇾 CAYMAN ISLANDS NOW OFFERS 0% CAPITAL GAINS TAX ON BITCOIN AND CRYPTO BULLISH 🚀
Vivek Sen tweet mediaVivek Sen tweet media
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zer0estate
zer0estate@zer0estate·
@cryptorover A big ETF outflow tells you who needed the exit. The candle tells you whether the market cared.
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Crypto Rover
Crypto Rover@cryptorover·
🚨 BEARISH Bitcoin ETFs sold $648 million worth of BTC yesterday, the largest single day outflow since January 29, 2026.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Elon Musk announces he is filing appeal in lawsuit against OpenAI.
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zer0estate
zer0estate@zer0estate·
@zerohedge The hangover starts when people realize diversification was just the same bet wearing different tickers.
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zer0estate
zer0estate@zer0estate·
@solana The best revenge is shipping while everyone is busy writing the obituary.
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Solana
Solana@solana·
I love when you count me out I love when you count me out I love when you count me out I love when you count me out
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zer0estate
zer0estate@zer0estate·
@naoninn @zeroxkyle Cash feels safe because it doesn’t print a red candle. That doesn’t make it neutral when capital is trying to outrun inflation.
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Naoninn
Naoninn@naoninn·
@zeroxkyle agreed. positive catalysts are landing and the market is responding. sitting fully in cash right now means betting against the flow of capital. not a trade i’d take.
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Kyle
Kyle@zeroxkyle·
My theory on why the bull market will continue is simply because there is nowhere left to run. I believe two things can be true - bond yields and stock prices can go up due to rising inflation ; but where else would you put your money if you're fucked anyways?
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zer0estate
zer0estate@zer0estate·
@RoundtableSpace Equities making crypto holders feel stupid is probably part of the setup, not proof the setup is dead.
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0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
The day all the crypto bros finally capitulate and go all in on equities is the day we reverse the cycle This happens every cycle. The fomo kicks in every day seeing equities hit new highs while crypto goes sideways Patience, our time will come for $BTC to outperform again
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zer0estate
zer0estate@zer0estate·
@AshCrypto One headline turned panic sellers into late buyers😂😂😂
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zer0estate
zer0estate@zer0estate·
@cryptorover Big numbers make retail emotional. The edge is knowing whether it is real liquidity or just plumbing wearing a flamethrower.
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Crypto Rover
Crypto Rover@cryptorover·
URGENT: The U.S. Federal Reserve isn't just pumping in millions… We're talking about 6.576 billion dollars! Liquidity is being injected hysterically 🔥
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