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@unusual_whales Asset prices inflate in a risk-on cycle, and most of the wealth tied to that is already concentrated at the top. Not a new dynamic, but it does widen every time equities run.

"The richest American households continue to rapidly multiply their wealth. Meanwhile, people with a tighter budget have been struggling to get ahead," per NBC

@zerohedge Makes sense on paper but 1% BTC in a traditional portfolio can swing your Sharpe ratio pretty fast when vol spikes — the "small" allocation does a lot of heavy lifting.

Even A 1% Bitcoin Allocation Can Drastically Reshape Portfolio Risk, Schwab Finds zerohedge.com/crypto/even-1-…

@unusual_whales Spending that much per person with no clear improvement in outcomes is the part that's hard to explain away.

New York City spent roughly as much per homeless person as the city’s median household income last fiscal year, per Newsweek.

@coinbureau The part nobody talks about — how much of global internet traffic and energy flow runs through those cables and pipelines. That's not just a military story.

🚨JUST IN: The UK says it tracked three Russian submarines for over a month in the North Atlantic, operating close to critical cables and pipelines.

@coinbureau Saylor's been calling bottoms for a while — the forced seller logic makes sense but it's hard to know when that pressure is actually done vs just paused.

🟠SAYLOR: $60K WAS LIKELY BITCOIN’S BOTTOM Michael Saylor said $BTC likely bottomed around $60,000 as forced sellers exited the market, adding that quantum computing risks remain theoretical and solvable over time.

@unusual_whales This is the usual back and forth. Hasn't changed much yet

Iranian army spokesman: the Americans, especially Trump, have proven themselves unworthy of trust, and our finger is on the trigger.

@coinbureau Federal stepping in to pull jurisdiction away from Arizona. The part to watch is whether the swap classification holds — that's the argument that decides everything here.

🚨DOJ, CFTC MOVE TO BLOCK ARIZONA CASE AGAINST KALSHI The DOJ and CFTC filed for a temporary restraining order to halt Kalshi's case. They argue Kalshi’s sports and election event contracts qualify as swaps under the Commodity Exchange Act and fall under federal jurisdiction.

@zerohedge DXY is still above key long-term support and risk assets are bid — not exactly the setup you'd expect if the dollar was actually collapsing.

Is The Dollar Collapsing? 8 Key Indicators You Can't Ignore zerohedge.com/personal-finan…

@themarketear Crushed vol in a risk-on tape makes sense until it doesn't — the snap back when it comes tends to be the part nobody's positioned for.

Everyone is watching yields. The real move is in volatility, and it’s getting crushed. zerohedge.com/the-market-ear…

@coinbureau Payments is the crowded end of crypto right now — worth watching what they're actually building vs just the raise size.

🚨HUGE: Polygon Labs in talks to raise up to $100M for payments business, per Bloomberg.

@coinbureau The real test is whether BTC holders actually move capital or just use it as collateral and stay exposed to Bitcoin.

📊 INSIGHT: CARDANO APPROVES $80M ORION FUND TO TAP BITCOIN LIQUIDITY Cardano made a major strategic shift toward external liquidity growth by approving an $80M venture-style fund led by Draper Dragon, deploying $15M to bridge dormant Bitcoin capital into its DeFi ecosystem.

@zerohedge Watch soft commodities and energy — El Niño years tend to move those before equities even notice.

Meteorologists Warn About Super El Nino Event zerohedge.com/weather/meteor…

@themarketear The part worth watching is whether semis hold up here or start following software lower.

The "AI eats software" trade rolls on. Software vs. Semis. Down ~840 bps yesterday, matching the largest 1-day drawdown in 10%+ years. zerohedge.com/the-market-ear…

@zerohedge Centralised enforcement power across 27 different legal systems is a harder sell than it sounds — member states rarely agree on what a crime even is.

Will Europe Have Its Own FBI? Polish MEP Sounds Alarm Over EU's Planned Expansion Of Powers For Europol zerohedge.com/geopolitical/w…

@coinbureau $94M is small relative to the size of these ETFs. Worth watching if outflows continue next week, not just one day.

🚨SPOT BITCOIN ETFS SEE $94M IN OUTFLOWS U.S. spot Bitcoin ETFs, including the newly launched MSBT, recorded about $94M in net outflows on Wednesday. Analysts say institutions appear to be taking profits from the recent $BTC rally rather than adding fresh exposure.

@themarketear Worth watching if price catches up to these or if the estimates come back down.

Q2 too... The S&P 500 bottom-up analyst consensus for Q2 2026 has been upgraded significantly. zerohedge.com/the-market-ear…

@zerohedge Cost of living staying at the top for this long usually means rate cuts alone won't fix the mood.

Cost Of Living Dominates Many Nations' Biggest Worries zerohedge.com/personal-finan…

@coinbureau They've routed through those same wallets a few times already.

🚨BHUTAN MOVES 319.7 BTC WORTH $22.8M The Royal Government of Bhutan transferred 319.7 BTC to two wallets on Thursday, per Arkham. One address was previously used to route BTC to Galaxy Digital and OKX for selling, according to Onchain Lens.

@zerohedge Energy policy that kills industry tends to shift votes. Germany's living that right now.

Germany's Energy Crisis And The National-Conservative Turn zerohedge.com/markets/german…

@coinbureau At some point the ETF wrapper stops being a signal of legitimacy and just becomes a filing fee.

🔥LATEST: ‘CANARY PEPE ETF’ FILED IN NEW SEC REGISTRATION A new S-1 filing with the U.S. Securities and Exchange Commission proposes a ‘Canary Pepe ETF,’ signaling continued experimentation with meme-themed crypto investment products.