KAI

MSCI confirmed Digital Asset Treasury Companies will remain in MSCI Indexes for the Feb 2026 review. A strong outcome for neutral indexing and economic reality. Thank you to our investors and the $BTC community.

Chamath: Fraud at this scale will end the American Empire if nothing is done “It is a crucible moment for American society.” “If nothing happens and we deem this kind of theft acceptable, it is the beginning of the end of the American Empire.” “It's just a level of disrespect and lack of care for this country.” “I will be waiting and observing how important it is to root this out, that's number one.” “The second, which is more tactical political calculus, this is an enormous opportunity for the Republican Party if they take this and run with this.” “Is there waste, fraud and abuse in every state? Absolutely. I don't think this is endemically a Democratic problem, but the scale of it is so gargantuan in these Democratic states that if the Republicans don't take advantage of it, I think it is a huge political miscalculation.” “So there is this tactical opportunity, which I think if you want to have a chance in the midterms and if you generally wanna have a chance to level-set the country, you must take this and run with it.” “And then separately, if as Friedberg says, it does die on the vine, it is the beginning of the end of the American Empire, unfortunately.”

Tom Lee币安区块链周演讲：我为什么认为加密资产价格已经触底？ Tom Lee 表示今年加密走势“像在经历寒冬”，市场主要受去杠杆影响，目前时间点与 FTX 后的底部极其相似。 Fundstrat 近期重新加速买入 ETH，比特币传统四年周期正在瓦解。判断是否已见顶的唯一方式是——比特币是否会在 1 月创下新高