0xDB

Coinbase has been named as a custodian for the @MorganStanley Bitcoin Trust. Institutional adoption continues, regardless of short term price effects.

BIG BOY LAUNCH: Morgan Stanley Bitcoin ETF $MBST hits the market today, arguably biggest btc launch since they began. Here are our predictions: $5b in aum in first year and $30m in Day One volume. What do you think? Winner gets a QT and a feeling of pride.

Monster Bitcoin

This 12-year-old explained Bitcoin in 2011 when it was trading at $8. Today, it’s over $70,000.

@Vivek4real_ April Fools…..

BREAKING: 🇺🇸 COINBASE JUST SAID LIVE ON FOX THAT CRYPTO MARKET STRUCTURE DEAL WILL BE ANNOUNCED IN THE NEXT 48 HOURS IT’S FINALLY HAPPENING 🔥

AI agents have made 140 million payments to each other. $43M in volume. Average transaction: $0.31. 98.6% settled in USDC. The agent economy is here. And enterprises are next. Our latest deep dive 👇 enterpriseonchain.substack.com/p/agents-are-p…

True. Once the solar energy generation to robot manufacturing to chip fabrication to AI loop is closed, conventional currency will just get in the way. Just wattage and tonnage will matter, not dollars.

Agree, let’s do it!

@nic_carter Just painful on so many levels .

here are the basic arguments - the promise of stablecoins is false, they are too cumbersome or dangerous to be used as a MoE - no one uses stablecoins to make payments - the only use of stables is for offshore funds to hold USD without submitting to KYC - tether is inventing a new coin that will be anti-KYC? (this one was extra weird lol) - DEXes mean that foreign non GENIUS regulated stablecoins can enter the US freely - stablecoins could get really big and become interconnected with the economy - only the largest GENIUS stablecoins face audits - GENIUS issuers holding USTs are subject to duration risk if interest rates rise (lol) - only "bad actors" will want to buy stablecoins - stablecoins aren't backed by FDIC insurance - the US government will have to bail out stablecoins just like they bailed out MMMFs in 08 - Congress only passed GENIUS because of Trump's corruption or because they all collectively lost their minds at the same time or something see if you can spot the issues

painful article theatlantic.com/ideas/2025/11/…

@dgt10011 Many people want to put on the trade, but forget about risk management. Those that consider both are not dwelling on a Black Friday event, but rebalancing and taking advantage of the move. You are also right about staying in the game!

Yesterday’s liquidation was really rough. If it left you uneasy, you’re not alone. I’ve lived through similar days and wanted to share a few lessons that helped me steady myself after the chaos. Maybe they’ll help you or someone you know too.

@dgt10011 Interesting take

Based on my own experience, Morgan Stanley might quietly become the most formidable tokenization platform no one’s talking about yet.

@danheld This was generated by AI

Bitcoin is a ponzi vaporware scheme that is only used by money launderers and criminals. And destroys the environment. I've gone back to fiat. Something fully trusted, completely controlled, and gives power back to the banks/government who have our best interests in mind.

Imagine the balls it takes to not only hodl what is now $1.1 Billion worth of Bitcoin for 14 years from a $7800 cost basis, but to just send it all out with a single click and no test transaction.

Yes. A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future.

@nic_carter It’s not the technology, it’s the humans that are the problem .

have to say i was never a fan of tariffs but all of the worst people on the planet becoming rabid free traders is making me reconsider my view

@nic_carter You may still have a decoupling let’s see where the market goes here in Asia and US tomorrow.

Decoupling tweets were the kiss of death

@nic_carter This is a disaster.

the absolute meltdown on here if they fund the crypto reserve by selling seized bitcoin and buying cardano

@elonmusk This is the same Issue Greece had, and kids were living on dead parents payments… just insane.

Bruh, if I wanted to rummage through random personal shit, I could have done that at PAYPAL. Hello??? Having tens of millions of people marked in Social Security as “ALIVE” when they are definitely dead is a HUGE problem. Obviously. Some of these people would have been alive before America existed as a country. Think about that for a second …

@nic_carter They dictate safety and soundness that banks must be able to demonstrate and give no guidance on what or how to do it, and then only deliver enforcement of wrongdoing. It’s not a functional structure for innovation or basically any business.

Jerome Powell today: "banks are perfectly able to serve crypto customers as long as they understand and can manage the risks [...] we're not against innovation, and we certainly don't want to take actions that would cause banks to terminate customers who are perfectly legal just because of excess risk aversion maybe related to regulation and supervision" immense tonal shift. OCP2.0 over.