Nic

The market absorbed $9bn in BTC sell pressure like it was nothing. Whale dumping is no longer a concern for the markets. The UK should just sell their $7bn Bitcoin stash & get it over with.

BIG Week ahead! - Wednesday: FOMC, rate decision & GDP - Thursday: PCE Inflation data - Friday: NFP, unemployment & Tariff deadline GL 🫡

Citi charging institutional fees for Reddit-tier takes.

ETH’s breaking out, BTC’s near ATHs - Anyone feel this week could go full send?

Hot take: Unless we make non-custodial solutions as easy & idiot proof as CEXs & ETFs, newbies won't self-custody. It doesn't matter how often we scream "not your keys, not your coins". UX will determine what new users do.

"Bitcoin is an asset class that protects you" - Larry Fink Enough said...

It's crazy how early we still are. According to a Gallup poll, only 17% of US investors own crypto. Wait until the other 83% realise that it's their only escape from the fiat financial system. Bullish.

Showing up consistently matters more than showing up perfectly. Never allow optimal to get in the way of beneficial. Gm.

The KYC industrial complex is the exact opposite of what crypto was meant to achieve.

How is SUI only at $4? We need this above all-time-highs already. Wen SUI corporate treasury company?

Sure, you can trade Bitcoin. But just know, most of the bull market gains happen in periods of less than 14 days. Are you 100% sure you will be long on those days? Now you know why the "hodl" strategy is so effective...

If SBF had just let Alameda go bankrupt & not stolen funds to plug the hole, he would have been one of the richest investors alive. Lesson in that.

The inverse pump. The more hype there is for a project pre TGE, the worse the price performance. There have been very few exceptions.

It's Incredible. Galaxy sold 80,000 Bitcoin. $9bn of BTC dumped in a day. Yet, here we are - chilling at $117k. So. Much. Higher.

One thing worse than holding bad coins is doubling down during a dip. If it didn't catch a bid in the mini alt rally, odds are it won’t in the future.

Fear not! Altseason will be saved by fed money printing and stimmy cheques. Just like last time 💸💸

Reminder: No one needs to know how much crypto you own.

Next Best Altseason chart: OTHERs / ETH. Altseason generally starts with rotation from BTC -> ETH. Then it moves from ETH -> other alts. Second leg hasn't happened yet - but watch this chart for signs of rotation 👇

J Powell when looking at the $PUMP charts.

This is exactly why I hold Bitcoin. Not necessarily because of de-dollarisation, but because of the uncertainty around it. We see headlines like “BlackRock: De-dollarization is steering central banks toward Bitcoin and gold” and brace for impact. It’s unsettling, sure - but…