Knight_of_Krypto

@anxietymsgs Politicians

@SuiInsiders FFS - don’t copy XRP with army! Find a unique grouping

Just hit that like button if you are part of the $SUI army! 🫡

Kevin Warsh's Fed Chair hearing provided a lot of clues as to future policy. Here's a TLDR: On Independence: He pledged strict monetary policy independence. That said, he couldn't name a single Trump economic or fiscal policy he disagreed with (not a single one??) On the balance sheet: it's too big, should shrink, the Fed shouldn't hold long-term Treasuries, and rates should be the dominant policy tool - not asset purchases. On inflation: tariffs aren't the cause. The current inflation data is "imperfect." If inflation rises, he said bluntly, it'll be because the Fed caused it. On rates: too many Fed officials forecast them publicly in advance. Warsh would end that culture. On crypto: "Crypto is now part of the US financial system." No CBDC under his chairmanship and committed to that directly to senators. Now, whether he gets confirmed depends on whether Trump drops the Powell investigation. Time will tell...

@stats_feed Germany 🤣🤣🤣

HOW TO KNOW PEOPLE ARE LAUGHING AT YOU ON INTERNATIONAL X 🇹🇷 Turkey: asdasdasd 🇯🇵 Japan: wwwwww
 🇹🇭 Thailand: 55555 🇷🇺 Russians: )))))))))) 🇮🇩 Indonesia: wkwkwkwk 🇧🇷 Brazil: kkkkkkkkkk
 🇰🇷 South Korea: ㅋㅋㅋㅋㅋ 🇵🇱 Poland: xD
 🇪🇸 Spain: jajajajaja
 🇫🇷 France: mdr
 🇺🇸 USA: LOL LMAO ROFL
 🇬🇷 Greece: χαχαχα
 🇮🇱 Israel: חחחחח
 🇨🇳 China: 哈哈哈
 🇸🇦 Arab countries: ههههه
 🇩🇪 Germany: no laughter detected

@nicrypto Yes

This is wild. The rate of Bitcoin accumulation by Saylor is unprecedented. Today their holdings also surpassed that of BlackRock's ETF. 815k BTC vs. 802k BTC Should we be concerned with this level of centralisation?

@saylor @Strategy You’re not bribing, sorry paying, the ratings agencies enough, like the big banks are! This should be AAA

Strategy has generated 6.2% BTC Yield and ₿47,079 of BTC Gain in the first three weeks of April, worth approximately $3.6 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard. $MSTR

@WhiteHouse I can’t believe there’s even a debate about this!

It's common sense: U.S. elections should be for U.S. citizens only. Pass the SAVE America Act.

The Apple got Cooked! Hopefully it now gets Ternused into a pie!

@coinbureau Great news - maybe they can start innovating again!

🚨JUST IN: Apple Inc. CEO Tim Cook to step down after 15-year run and will transition into the role of Executive Chairman.

Bitcoin’s buy-and-hold return has collapsed eighty-nine percent across three cycles. 101% annual compounding from 2013 to 2017. 38% from 2017 to 2021. 17% from 2021 to 2025. The retail dream of life-changing asymmetric wealth from passive holding is, by the data, structurally over. The reason is precise. As of April 17, American spot Bitcoin ETFs hold 1,303,089 BTC per Bitbo.io, approximately 6.2% of total supply, locked into low-velocity institutional custody through an authorized-participant loop dominated by Jane Street, Virtu, JPMorgan, and Goldman Sachs. BlackRock’s IBIT alone holds roughly 799,000 coins. In 2025, ETF inflows absorbed approximately 1.2 times total new and recirculated supply, at peak daily rates exceeding twelve times post-halving miner issuance. Morgan Stanley entered on April 8 with the lowest-fee spot ETF at 0.14%, Bloomberg ranked it in the top one percent of ETF launches, and on April 16 the firm rang the NYSE closing bell. Wall Street did not just buy bitcoin:native. It ate the float. Here is the paradox nobody has articulated. The same institutional absorption that killed the retail HODL dream is the mechanism that made Bitcoin’s two-tier monetary architecture irreversible. Every coin locked into ETF custody is a coin removed from the liquid supply that retail speculation once churned for triple-digit returns. That compresses cycle amplitude, degrading returns toward fifteen percent with three times Nasdaq drawdowns. The dream dies. But the coins do not leave the protocol. They sit in Coinbase Prime cold storage, enforcing the same consensus rules, occupying the same unfreezable ledger. Because 6.2% of finite supply is now held by entities whose fiduciary mandates prevent panic liquidation, the structural floor rises. Strategy holds another 780,897 coins per its April 13 SEC filing. The Strategic Bitcoin Reserve holds 328,372 under presidential non-sale mandate. Illiquid supply now ranges between thirty-eight and forty-two percent of circulation, within five percentage points of the approximately forty-five percent phase-transition threshold, and closing at roughly twenty-five basis points of supply per month. The institutional era killed the moonshot. And in killing it, built the floor that makes the protocol unkillable. This is why the IRGC can collect two-million-dollar supertanker tolls in Bitcoin at Hormuz and hold the proceeds without concern for seizure. The asset they accumulate is a protocol whose liquid float is being consumed by the same Western financial institutions whose government is simultaneously freezing every other digital payment rail. The GENIUS Act made every regulated stablecoin freezable. Tether has frozen approximately $3.3 billion across 7,268 addresses. The controllable tier is locked down. The uncontrollable tier’s float is being absorbed by the controllable tier’s own custodians. The enforcer is building the floor for the evader. Not through coordination. Through independent institutional logic operating on the same ledger. Four hundred thousand scenarios backtested across thirteen years of daily prices confirm it. Lump-sum still beats dollar-cost averaging 58 to 72 percent of the time because positive drift persists. But at current levels, approximately forty percent below the October 6, 2025 all-time high of $126,198, Bitcoin sits dead center in the zone where it spends 46.3% of its historical life: the thirty-to-seventy-percent drawdown band where lump-sum win rates drop to 38 to 68 percent and second-leg risk is real. The data says dollar-cost average 12 to 18 months, reserve thirty to forty percent for tiered entry at sixty-five to seventy-six percent drawdown, and abandon the thesis only on the triple trigger: Reserve liquidation, Strategy shutdown, Tether depeg beyond 200 basis points sustained 72 hours. The next catalyst is April 29. The ceasefire terminates. The FOMC decides. The clock that matters is not the one on the trading terminal.

Morgan Stanley’s S-1 filing for its spot Bitcoin ETF contains the following language, verbatim from the SEC record: “manipulative trading activity on digital asset trading platforms, which, in many cases, are largely unregulated or may not be complying with existing regulations.” The same filing launched the cheapest spot Bitcoin ETF at 0.14%, opened distribution to sixteen thousand wealth advisors overseeing $6.2 trillion in client assets, and generated over one hundred million dollars of inflows in its first week. On April 16, Morgan Stanley rang the NYSE closing bell. Read that again. The largest wealth-management platform in the United States told the Securities and Exchange Commission that the spot Bitcoin market is largely unregulated and prone to manipulative trading. Then it built the lowest-cost on-ramp to that exact market, celebrated on the floor of the New York Stock Exchange, and began routing client capital through it. This is not hypocrisy. This is the mechanism. The S-1 risk language is not a whistleblower confession. It is standard SEC-mandated prospectus disclosure. BlackRock’s IBIT, Fidelity’s FBTC, and every other spot Bitcoin ETF filed nearly identical warnings. The risks are real: Mt. Gox, FTX, and Celsius all collapsed. Spot venues remain fragmented and structurally vulnerable to manipulation at the price-discovery layer. Morgan Stanley is not lying. It is telling the precise truth and entering anyway, because the protocol underneath those venues has operated without a single consensus-rule breach for seventeen consecutive years across four ninety-three-percent drawdowns, a nation-state mining ban, and the destruction of every major exchange that ever tried to become its gatekeeper. The spot market is fragile. The protocol is not. Morgan Stanley is buying the protocol. That distinction is the entire two-tier architecture compressed into one SEC filing. The controllable tier, stablecoins under the GENIUS Act, spot venues Morgan Stanley itself flags, custodians concentrated at Coinbase handling eighty to ninety percent of ETF assets, is where enforcement, freezes, and failures occur. Tether has frozen approximately $3.3 billion across 7,268 addresses. OFAC has designated exchange infrastructure processing $94 billion in IRGC-linked volume. The controllable tier works exactly as designed: supervisable, freezable, attackable. The uncontrollable tier, twenty-two thousand independently operated full nodes across 164 countries with sixty-three percent routing through Tor, secured by approximately one zettahash per second of computing power, governed by open-source code that no single entity controls, is the layer Morgan Stanley is feeding $6.2 trillion of client wealth into at fourteen basis points per year. It is also the layer the Islamic Revolutionary Guard Corps is using to collect supertanker transit tolls at the Strait of Hormuz, settling in seconds on the same ledger, validated by the same nodes, under the same consensus rules. Morgan Stanley’s risk disclosure and the IRGC’s toll collection are not contradictions. They are the same observation in two different languages. The spot market is manipulable. The protocol is not. Everyone who matters has now acted on that distinction. The bank built the ETF. The paramilitary built the toll booth. The United States government built a Strategic Bitcoin Reserve at 328,372 coins under presidential non-sale mandate. Strategy holds 780,897 per its April 13 filing. The Czech National Bank opened its portfolio in November. The combined illiquid supply sits between thirty-eight and forty-two percent of circulation, approaching the forty-five percent threshold where constrained-supply systems undergo phase transition. The S-1 told you the spot market is broken. The protocol told you it does not need the spot market to survive. The next catalyst is April 29. Full institutional analysis below. open.substack.com/pub/shanakaans…

In one week, @Strategy increased BTC Gain by 82% to $4.97 billion for the year. This reflects the reflexive power of combining appreciating bitcoin (digital capital) with accretive financing (digital credit).

@WatcherGuru About time. It’ll be interesting to see how the markets react

Today, Tim Cook announced he is stepping down as CEO of Apple. $AAPL was worth $350 billion when he became CEO in 2011. Nearly 15 years later, it's now worth over $4 trillion, a 1050% increase.

JUST IN: Michael Saylor's Strategy officially surpasses BlackRock's BTC holdings. Strategy: 815,061 BTC BlackRock: 802,823 BTC

Want to blow your mind with some MSTR math? Bitcoin is $74,000. Bitcoin appreciates at a 30% CAGR for 5 years. Strategy now has 815,061 Bitcoin on the balance sheet. At a 30% CAGR, Bitcoin would be about $274,757 in 5 years. That gives Strategy a Bitcoin NAV of about $223.94 billion. A 1% premium on that NAV would be worth $2.239 billion. That’s correct. 1.01 mNAV = $2.239 billion in premium. With a current annual dividend obligation of $1.489 billion, that means a 1% premium in 5 years covers about 1.50 years of today’s dividend obligation. A 10% premium to net assets would be worth about $22.39 billion. That is about 15.0 years of today’s dividend obligation. And that’s using 815,061 BTC, not 1 million. Now zoom out. If Bitcoin compounds at 30% for 10 years, Bitcoin gets to about $1.02 million. If Strategy gets to 1.5 million BTC on the balance sheet by then, that’s a Bitcoin NAV of about $1.53 trillion. A 1% premium on that would be worth about $15.3 billion. That alone would cover about 10.3 years of today’s dividend obligation. Preferred equity inflows put constant upward pressure on Bitcoin per share, constant upward pressure on total Bitcoin holdings, and constant upward pressure on the scale of the premium machine. If you are bearish MSTR, you either hate Bitcoin or you can’t do math. There is no other position. Strategy will be the most valuable company in the world.

@FvBrym38913 @WhiteHouse @POTUS Wow!

@Krypto_Knight33 @WhiteHouse @POTUS You sound like you think you get to have a say. SPOILER ALERT: YOU DO NOT.

"...We’re offering a very fair and reasonable DEAL, and I hope they take it because, if they don’t, the United States is going to knock out every single Power Plant, and every single Bridge, in Iran. NO MORE MR. NICE GUY..." - President Donald J. Trump

@stats_feed I’ve been to about 20 countries and can’t think of a terrible one.

What is the worst country you've visited and why?

@stats_feed Governments. When you’re young, you believe their focus is for their citizens. When you get older, you realise they care about their reputation and being re-elected.

What are you starting to dislike more as you get older?

@RealJackPoor OTC

Micheal Saylor bought $2.54 billion worth of bitcoin And there was no significant increase in the price 🤦‍♂️ Can someone explain to me why?

@elonmusk I wonder why? 🤣🤣

Australians are becoming an endangered species