Molly

Molly

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Bitcoin Only Cycle

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Interesting. Each insignificant pleb donation to @bitcoinpolicy lets them accept more funds from GIANT donors. Plebs do pleb things so whales can do whale things. 🤝 I'm in for $10/mo.

Buy the preferred if you want the yield. Buy Bitcoin if you want the upside and can tolerate the volatility. The common only makes sense if there’s a new flow catalyst.

it’s obvious at this point: issuing preferreds kills the appeal of the common.

BTW , the 20 MILLIONTH BTC WILL BE MINED TODAY, Marking 95% of the 21M total supply now mined.Only 1M left until 2140. Scarcity just leveled up. Few…

Shenzhen is so underrated. government just rolled out free OpenClaw setup for everyone , 3 months of free computing power, a 50% subsidy on data services, and a 30% hardware subsidy.

Never let scammers get away with it until they pay back everything they owe you.

At this point, all treasury companies should aggressively fire their highly paid executives who bring no value.

Went to consensus yesterday, pretty weird layout and setup. Their MainStage only had ~150 ppl actually sitting and listening

There’s no China ban. Fake news, the only news today is Chinese Securities Regulatory Commission allowed Chinese companies to issue RWA offshore, and published “ Regulatory Guidelines on the offshore Issuance of Asset-Backed Security Tokens Based on Domestic Assets. “ http:/csrc.gov.cn/csrc/c101954...…

This is probably the only theory that makes sense, since there hasn’t been much movement on-chain.

one working theory that i have is that a lot of this indiscriminate US-based selling is coming from multi-strat HFs that are delta-hedged or running some kind of RV/factor neutral trades that are widening, possibly with growth equity correlations spillovers- the rough math is

Took profit on silver and gold shorts opened five days ago, but the profit is less than the unrealized loss from buying Bitcoin spot those few days ... fingers cross on rotation.. stack on more ramen.

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