Bitcoin isn’t trading on its own.
It’s moving with SaaS stocks.
And until that correlation breaks…
“The beatings will continue.”
@_dsencil x @graminitha1

“The crypto was never designed for humans.”
AI agents might be the next wave of crypto users.
This week: •$230M liquidations • Bitcoin/SaaS correlation • Clarity Act drama • Miners pivoting to AI • AI+ crypto heating up
Full breakdown 👇
@_dsencil x @graminitha1

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Monthly stablecoin volume reached $7.2 trillion in February 2026, surpassing the Automated Clearing House (ACH) network for the first time, which had $6.8 trillion.
ACH is an outgoing payment system...

Stablecoins have moved more money than the core US financial system.

President Trump's April 1, 2024 speech on the Iran conflict predicted another two to three weeks of intense military airstrikes, halting the brief recovery of the US stock market...

Three US stocks were heavily impacted by Trump's speech on Iran this week.

XRP 's 30-day liquidation index on Binance has fallen to a record low, near zero. Trading volume has plummeted from over $200 billion in January 2025 to virtually nothing.
The...

XRP liquidation drops on Binance – How will the price react?

The SaaS correlation is a reminder that BTC is currently a macro liquidity play, not an island.