OnChainKai

Been watching markets quietly for a while. Tired of the noise, the shills, the “100x gem” guys. So I’m just going to post what I actually see. BTC structure, liquidity, narratives forming early. Just me, a chart, and an honest take. Stick around if that’s your thing. 👇

@DeItaone how many times have they ‘agreed’ to this ceasefire now, lost count 💀

TRUMP SPOKE WITH ISRAEL EARLIER FRIDAY AND ASKED THEM TO AGREE TO A CEASEFIRE W/HEZBOLLAH -NBC NEWS

@DeItaone so it’s not free passage, it’s ‘submit paperwork and hope iran says yes’ 💀

IRAN'S PERSIAN GULF STRAIT AUTHORITY SAYS IN LIGHT OF MOU WITH U.S., PASSAGE THROUGH HORMUZ WILL BE GRANTED TO VESSELS THAT SUBMIT REQUESTS IN COMPLIANCE WITH THE NECESSARY REQUIREMENTS

@AshCrypto dominance still parked at 59% tho, alt season index hasn’t even left bitcoin season territory. this just looks like alts bled less, not actual rotation yet

Since the May 6th high of $82,777, Bitcoin has dropped nearly -28% and hit a low of $59,000. While OTHERS/BTC is up +33% in the same period. Majority of Altcoins are holding well against BTC even during the recent drop.

@sentdefender israel was never even part of that deal lol. trump cut it with iran, not netanyahu’s government. meanwhile ben gvir’s out here saying lebanon should “burn” and troops aren’t pulling out — that’s exactly the gap iran’s pushing on right now

As Israeli strikes in Lebanon continue, Iran has reportedly asked for assurances that Israeli operations in Lebanon will cease before continuing with the negotiations process, according to CNN. Following the death of a number of Israel Defense Force soldiers, Israel’s security minister, Ben Gvir, has called for drastic escalation in Lebanon, further hampering an already tenuous U.S.-Iran peace process.

@EricBalchunas ESG isn’t gone, it just changed its name. Brussels is mid-rewrite on SFDR right now, splitting everything into “transition” and “sustainable” buckets so funds don’t have to say the actual word anymore lol

I was in Europe for an entire week, sat through multiple panels, networked with a bunch of ETF people, and did not hear the phrase "ESG" one time.

@TedPillows I'm anxious about the transaction.

@OnChainKai Good morning, how’s your week going so far?

GM☕️. Happy Friday ☀️

@TedPillows good

Gym time 🏋️

@TedPillows dollar ripping right as everyone’s chasing risk assets, rough timing 💀

$DXY is now at its highest level since May 2025. More pain ahead for risk-on assets.

@unusual_whales a republican senator just said Iran needs missiles to defend itself lol, did not expect that

Reporter: Are you okay with Iran having missiles? Senator Marshall: I prefer that they not, but they have to defend themselves. Reporter: You think Iran needs to be able to defend itself? Marshall: I do, otherwise we turn this into a forever war

@zerohedge Iran kept the missiles, kept the uranium, and got $300B… what exactly did we get 💀

Goldman Delta -1 on Iran deal "Oil lower again as market can now see the details of the signed 14pt MOU. Based on what's been reported, the framework seems to accommodate many of Iran’s key demands, including retention of its ballistic missile program, no requirement to export enriched uranium, access to frozen assets, and a substantial reconstruction package ($300bn). There are still obvious questions around implementation, sequencing and verification but for now this seems to have been engineered to take maximum pressure off the oil price as geopolitical questions/regional security/nuclear debates have been differed/delayed."

@zerohedge war ends and Iran’s oil money just walks right back in lol

*US TO ISSUE WAIVERS FOR IRAN OIL EXPORTS SOON AFTER MOU DEAL

@saylor @Strategy MSTR straight up outperformed the bitcoin it’s holding lol, that’s wild

Building on ₿846,842.

@TedPillows GM❤️

GM☕️. Walking in Amsterdam 🇳🇱

@BRICSinfo it’s not final law yet, just the negotiating mandate, still a big step tho

JUST IN: 🇪🇺 EU Parliament votes to advance the remigration act, allowing swift removal of immigrants.

@unusual_whales he says this about every strongman he’s ever met lol

Trump has reportedly said he first fell in love with Egypt's Abdel Fattah El-Sisi at a hotel, per the New Republic: "So he was in a hotel and I met him, and we fell in love."

@unusual_whales they’re speedrunning this deal now huh 👀

BREAKING: The US and Iran are considering moving up the signing of the MOU for Iran-US deal to Wednesday, per Reuters

@StockMarketNerd Arm at 183x PE with estimates getting cut… that’s not a valuation, that’s a prayer 💀

AI Infrastructure PEG Ratio Comp Sheet:

@DeItaone ‘soon’ is doing a lot of work in that sentence lol

TRUMP SAYS STRAIT WILL BE FULLY OPENED SOON

@DeItaone strong deal huh, the same day he says he’ll restart the war if it fails lol

TRUMP SAYS IRAN AGREEMENT IS `A VERY STRONG DEAL'