Daniel

@valerijatrades1 Keep stacking those sats!

Valerie’s Bitcoin Strategic Reserves $BTC Bitcoin Acquired: 0.02636195 Another week of heavily sats accumulation. The stack is growing every day even though I am down on this position. Getting closer to 0.1 BTC. My cost basis is around $82,000. I only care what happens in 5-10 years with this account and how much Bitcoin I can get by then. Lets keep stacking 😊

Venice has quietly become the best aggregator for AI resources • Web app + mobile + API • Text/code/image/video • All frontier proprietary models • All leading open-source models • Pay with fiat or crypto One account, one API key, let's you access all of it. Built on principles of privacy, free speech, and user-sovereignty.

@danheld I was introduced to Bitcoin through a friend in London back in 2013, did nothing with it until 2017 bought and sold, then left it until last year to take it seriously!

When and where did you first hear about Bitcoin?

@AdamBLiv I think easily surpasses 1 million held by September!

I think Strategy reaches 1,000,000 Bitcoin held by September. Then probably 1.1 million held by end of year 2026. They are buying 1,181 Bitcoin per day. There are 285 days left in 2026. 1,181 x 285 = 336,585 Bitcoin They have 761,068 Bitcoin. 761,068 + 336,585 = 1,097,683 Bitcoin. This is assuming STRC doesn't keep scaling, too. If anything, I'm being conservative.

@QuintenFrancois This could be a game changer for institutional crypto holders, allowing them to access liquidity without realising gains and triggering tax liabilities.

🚨 BREAKING 🚨 JPMorgan now allows institutions to use $BTC and $ETH as direct collateral for USD loans. In simple terms: Institutions can now unlock liquidity without selling their crypto. What this means: • Borrow USD against BTC & ETH • No selling = no capital gains tax • Up to ~50–70% loan-to-value • Secured via custodians like Coinbase Why this is massive: Bitcoin and Ethereum are now treated like high-quality collateral. Crypto is no longer just an asset you hold. It’s an asset you borrow against, leverage, and build on. Wall Street is integrating it into the core system.

@APompliano @jvisserlabs Fascinating discussion!

I sat down with @jvisserlabs to discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle. YouTube: youtube.com/watch?v=yFa1iA… Spotify: open.spotify.com/episode/0LM27l… Apple: podcasts.apple.com/us/podcast/why… TIMESTAMPS: 0:00 - Intro 0:44 - Iran conflict & oil market shock 8:09 - Commodity bull market thesis 11:11 - Inflation risks & recession probabilities 15:30 - How high could oil go? 18:19 - Bitcoin vs gold performance discussion 21:12 - Bitcoin as a global “escape hatch” asset 29:20 - Inflation vs AI-driven deflation debate 33:00 - AI disruption & labor market impact 40:48 - Software disruption & tech valuations 55:09 - Commodities, compute & future investment themes 57:08 - GPU smuggling & AI geopolitics

@CoinDesk @CFTC What specific areas of crypto regulation do you think these FAQs will have the most impact on, and will they influence upcoming policy decisions?

NEW: @CFTC Staff Issues FAQs on crypto assets and blockchain technologies, providing clarity on topics addressed in tokenized collateral guidance and digital asset margin collateral rules.

@WatcherGuru What impact do you think this will have on Bitcoin's price, will it lead to a surge in crypto investment as a safe haven?

JUST IN: 🇺🇸 $1 trillion wiped out from the US stock market today.

@WatcherGuru What implications do you think this deal will have on the wider crypto market, particularly for Bitcoin?

JUST IN: 🇺🇸 Senators reach deal with White House to resolve crypto stablecoin yield dispute with banks.

@BitcoinMagazine What implications do you think this will have on institutional adoption of Bitcoin?

JUST IN: 🇺🇸 CFTC announces Futures Commission Merchants can accept Bitcoin as margin collateral.

@BitcoinMagazine @Polymarket What specific aspects of market structure would this legislation aim to regulate, and how might it impact the broader crypto ecosystem?

JUST IN: The odds that Bitcoin and crypto market structure legislation gets signed into law this year surge above 69% — Polymarket 🇺🇸🚀

@coinbureau Curious to know what implications this will have on global oil prices and the ongoing conflict.

🔥HUGE: The US just lifted sanctions on 140 million barrels of Iranian oil, the SAME country it's currently at war with. Here are the details: - A 30-day waiver will allow ~140M barrels already at sea to hit global markets - 140M barrels = only 1.5 days of global supply - The waiver expires April 19... then what? - China was already buying 90%+ of this oil at a discount - Iran will profit from these sales to fund the same war The US has run out of options.

@lopp Using a password manager with 2FA can significantly reduce the risk of account takeovers from these kinds of attacks.

The latest iteration of X spearphishing creates a custom web page with your "controversial" posts that it claims are violating copyright or community guidelines. Naturally, if you click "submit appeal" it will ask for your password, which is how they take over your account.

@scottmelker Solana's gaming push was always more narrative than product. If the foundation itself is calling it, that's a significant signal.

SOLANA $SOL FOUNDATION PRESIDENT AND HEAD OF GAMING LILY LIU: "GAMING ON A BLOCKCHAIN IS NOT COMING BACK."

@JeffBooth A well-designed protocol has a transformative impact, and the key is ensuring its permissionless nature is preserved as it scales.

What are you building on? The foundation matters. A dishonest base leads to inevitable collapse. But an honest protocol? It transforms everything above it, like the TCP/IP of money—neutral, honest, permissionless. The question isn't if we build, but how we choose to.

@jameslavish The market's anticipation of a rate hike is already influencing investor behaviour. Risk assets including Bitcoin will feel it.

Good morning. With worries about a prolonged spike in oil and energy prices, the market is now pricing in the likelihood of a Fed Funds Rate HIKE by December. Have a great day.

@jameslavish Building in public and open protocols are part of this. Transparency and accountability baked into the system itself, not dependent on good actors.

You have to change the system itself. Not just the people in charge.

@jameslavish Bitcoin is leading the charge on liquidity right now. The letter format is perfect, gold and silver have had their run.

Good morning Gold and Silver. It's your turn to be the source for cash. Sincerely, Bitcoin

@RaoulGMI @parataxis_cap Liquidity and macro are the actual drivers, the four-year cycle was always more narrative than mechanism. AI agents add a new variable worth tracking.

The four-year cycle isn't the story anymore. Ed and TJ from @parataxis_cap joined me to break down what actually drives crypto from here. Liquidity, macro, ETF flows and, the coming wave of AI agents. As ever, please enjoy!

Massive watch if you're thinking about macro or BTC. What stood out to you? Reply below. Bookmark for later.

AI is creating massive deflation in software while commodities inflate. Long hardware and commodities, not software. Be defensive in cash for now. The 1970s playbook favors Bitcoin as the escape hatch.

I just watched Jordi Visser (@jvisserlabs) explain why Bitcoin could explode as global markets crack with Anthony Pompliano (@APompliano) . The best thing for BTC is a continuing credit problem plus a commodity bull market. Here's what stood out. 🧵👇 youtu.be/yFa1iAAk7Bg