
Institutional-grade speculation by @dankrupk https://xitter.cf/t.co/lFrpF1Fwnb
YouTube
Joined April 2026
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Connection Capital retweeted
The institutional crypto stack, staking, custody, prime brokerage, ETPs, is fully built.
Some wealth managers and private banks still are not using it, and that means their clients are the ones missing out.
To address that, NFK Media hosts a live roundtable on how the institutional crypto infrastructure stack serves professional and UHNW clients in 2026.
Expert panel:
- @anna_petrenkoo, CBDO at @everstake_pool
- Oliver Yates, CEO at @Aplo
- @Andre_Dragosch, Director and Head of Research at @Bitwise_Europe
- Antonio Sundas, @CryptoFinanceAG
Moderated by me, Founder of NFK Media.
Date: 1 Sept, 15:30 to 17:00 CET.
Link to join below.
riverside.com/webinar/direct…
Connection Capital retweeted
In this episode, I sit down with @dankrupk, Macro Analyst and Speculator at @Connectioncapit, to break down:
- How crypto's price discovery gets manipulated
- Why influencers are the new exit liquidity
- Unpopular opinions on Bitcoin, @HyperliquidX, @Strategy, and TradFi giants
- Why GENIUS Act is a coordinated effort & more
Timestamps:
00:00 Highlights
00:41 Introduction
04:20 Insiders
06:42 Price Discovery as a Coordinated Illusion
08:17 Manipulated Early Stage Projects
10:23 Influencers are the New Exit Liquidity
13:10 World Liberty Financial
15:40 Strategy & Infinite Money Glitch
18:00 What If Strategy’s Flywheel Breaks?
21:07 What If BTC Nukes (but stays ofc)?
26:10 Will Strategy Nuke BTC Harder?
27:38 Kelp DAO Hack Was an Insider Job
32:48 Was BTC Created by the CIA?
36:02 Nasib Fathi & NFK Podcast
36:31 Interdependency in DeFi
37:53 Crypto’s Identity Crisis
41:44 Hyperliquid as a Centralized Point of Systemic Risk
46:32 CME Futures Aren’t What You Think They Are
49:20 Censorship-resistance Thesis of BTC & Tether
52:52 Evolution of BTC’s Narrative-driven Journey
57:35 Failed (?) Digital Gold Thesis
01:01:13 Mastercard’s Crypto Stack
01:02:32 Visa, Mastercard, Stripe, JP Morgan, Standard Chartered
01:05:00 GENIUS Act as a Coordinated Effort
01:09:32 Liquidity Migration Toward Onchain Markets
01:11:11 Private Credit & New Financial Crisis
01:18:22 Closing Remarks
01:18:52 Ending
All links are below.
Connection Capital retweeted
Replying to @N1kolaR
Higher tends to push the currency higher than it otherwise would be.
Bonds down, rates up, dollar up, U.S. equities up, gold up.
That’s been the prediction for many years now
Connection Capital retweeted
The Securitize team rings the @NYSE Closing Bell.
That's how you Tokenize the World.
Connection Capital retweeted
Today I published my macro magnum opus: The Global Demographic Cycle. Link in bio (my personal Substack)







