G.G

Die offizielle Seite des Bundes zur E-Auto-Prämie ist jetzt online. Laut ersten Rückmeldungen aus der Community soll die Antragstellung gut und unkompliziert funktionieren. Wie sind eure Erfahrungen? 🤔 Der Link: 👇 foerderzentrale.gov.de/foerd…

I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close. If global liquidity is the single most dominant macro factor then we MUST focus on that. REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS. Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it. This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further. This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too. However... As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands. The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins). Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession).. SLR changes free up more of the banks balance sheets allowing for credit expansion. The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall. The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections. China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate. The ISM will rise as rates fall and tarrif uncertainty drops away. You just need to get through the Window of Pain and The Liquidity Flood lies ahead. Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith. BTFD if you can. td:dr - When this number goes up, all number go up.

⚠️FEAR AND GREED INDEX⚠️ Sehr spannend zu sehen, wie sich der Index in den letzten größeren Korrekturen verhalten hat. Wie man erkennen kann ist der Fear and Greed Index immer in die 20er Marke gefallen, nachdem Bitcoin ein Run Up von 7 Wochen hatte. #BTC ist nach dem Run Up in eine Korrektur übergegangen bis runter zum 50er Wochen EMA! Der Fear and Greed Index war dann beim untersten Punkt der Korrektur im Bereich 20-25! Spannend zu sehen, dass wir genau dieses Szenario seit gestern auch haben. Auch hier nochmals...denkt bitte daran, dass in einer Woche als auch in 2-3 Wochen viel passieren kann! Wichtig ist dass #Bitcoin nun die 98.5K - 100K halten kann! Teilt gerne den Post, damit Jeder die Info hat! 👇

Has humanity ever had an asset that directly measures or expresses the sequencing of economic order? Every asset we have used, from gold to fiat to Bitcoin, has represented value storage or exchange, but not the structure of order itself. Blockchains perform linear sequencing, but this does not create true order. It is artificially narrow and centrally determined by the winning miner of each block. Only one chain of events is accepted, while all parallel activity is discarded as orphans. The result is a rigid and exclusionary model of order that forces a global queue instead of allowing natural spontaneous concurrency. What Kaspa (blockDAG) introduces, intentionally or by design, is something unprecedented: an asset whose existence and value are tied to the degree of coordination and fairness within the system that produces it. In essence, Kaspa transforms the act of sequencing itself into a form of spontaneous economic order, a principle that aligns directly with Friedrich Hayek’s vision of decentralized coordination. My theory is that Kaspa is Hayekian in structure, whereas Bitcoin has become more Keynesian in nature. F.A. Hayek won a Nobel Prize in Economic Sciences in 1974. He proved that no central planner or government agency can ever match the efficiency of a free market, because the information needed to run an economy is not stored in one place. It lives in the minds of millions of individuals. Prices, in Hayek’s view, are not just numbers; they are messages that carry real-time knowledge about scarcity, demand, and opportunity. The price system allows people who have never met to cooperate efficiently, each responding to signals that reflect the collective knowledge of society. When someone buys or sells something, that action changes the price a little bit. Every change in price carries information about how scarce something is, how much people want it, how hard it is to make, and how valuable it is compared to other things. All of that information comes from countless individual choices happening everywhere, all the time (spontaneous ordering). You do not need to know who those people are or what they are thinking. The price itself already summarizes what everyone together knows. So when you make your own decisions about what to buy, what to produce, or how much to save, you are responding to those messages. The insight that earned him the Nobel was: central planning fails because knowledge cannot be centralized. The same truth reveals itself in modern digital money systems, where layering reintroduces control and hierarchy that limit spontaneous coordination. Economic order arises only when individuals are free to act on their own information, allowing coordination to emerge naturally, a principle that underlies both free markets and, interestingly, systems like Kaspa that encode spontaneous order directly into their architecture. John Maynard Keynes, on the other hand, believed that markets often fail without layered management, and that collective stability requires intervention, liquidity control, and manipulation of demand. In a Keynesian system, equilibrium is maintained through centralized adjustment rather than spontaneous balance. Bitcoin originally was designed to reject Keynesianism with fixed supply, no central bank, and no money printing, yet ironically it functions like a centrally managed economy because of its rigid base-layer constraints and governance model. There are only 157 million allowable transactions on the base layer a year. Because Bitcoin’s base layer has limited throughput and long confirmation times, the network cannot organically balance activity through open participation. Therefore, hyperbitcoinization has to rely on secondary layers and institutional actors (exchanges, custodians, ETFs, and payment channels) to maintain liquidity and usability. This creates a kind of “digital central planning,” where a small number of large entities manage flow, determine access, and effectively steer the economy built around Bitcoin. Fees rise and fall like central bank interest rates, and scaling debates resemble policy meetings about how to guide the system back to equilibrium. Kaspa as well can rely on these layered actors, but the difference is where dependency begins and ends. The most egalitarian form of money should not be dependent on layers; rather, layers should be conditional, optional extensions that enhance utility, not prerequisites for participation. A truly fair monetary system must allow every individual to transact, verify, and store value directly on the base layer without relying on custodians or secondary structures to access it. When money depends on layers, it recreates hierarchy. Those closest to the base layer hold power, while everyone else operates through intermediaries who dictate terms, fees, and access. This is not decentralization but a disguised return to central planning. In a properly designed system like Kaspa, layers can exist but only by consent, not by necessity. They function as conveniences, tools for specific use cases or added programmability, while the base layer remains open, scalable, and self sufficient. Conditional layers serve the individual; they do not control him. This distinction marks the difference between layered dependency, which concentrates power, and layered choice, which preserves freedom. The most egalitarian money, therefore, is one whose foundation is universal, where all coordination, truth, and settlement can occur without permission, and where layers, if built, remain voluntary, transparent, and temporary. What is fascinating about Kaspa is that it embodies a distinctly Hayekian duality in curing finance. It can impose order on economic inputs through its instant sequencing mechanism while also serving as money itself. Every transaction on Kaspa represents a cryptographic commitment, a verifiable statement of truth that establishes both temporal and economic order. This gives Kaspa a purpose beyond currency; it becomes an economic coordinator. It does not merely store and transfer value; it structures it. Each proof of work, each block, contributes to a living ledger of economic truth that organizes activity without any central authority. In doing so, Kaspa expresses the Hayekian ideal, transforming finance from an architecture of control into one of spontaneous, verifiable order. $KAS $BTC @NickSzabo4

GM

The fiat waves will come, and they will go. Bitcoin's tide is growing deeper, more persistent, and more powerful. Are you being tossed by the waves, or are you rising with the tide?

Everyone is asking why #BTC is not going up while S&P and Gold break higher We had these same conversations in summer 2020 but most have forgotten or were just not around back then Chatgpt remembers though 👇

Here's what happened with @MEXC_Official So the guy named The White Whale made a tweet saying smth like: "My account was suspended for trading with my hands, no bots, no api, nothing. I had $3M (or $5M) there which I can't withdraw and support doesn't help. Cecilia (new MEXC CSO) tried to help, we had a dialog, I was offered to admit that I broke the rules and then my funds will be released, but I didn't brake any rules so I am not going to tell that. Then she said wait, we will take a look and answer you and there was no answer for week or 2" Cecilia answered smth like: "This conversation should have stayed private, you are mixing the facts, etc." Mexc also added, from their official page, that they will take legal actions against TWW for misinformation. Then the whole CT + ZachXBT started supporting The White Whale, since many had simillar problems with MEXC, some lil guy tweeted to withdraw your funds from MEXC immediately, because they are planning to freeze withdrawals and the flywheel started spinning even faster Today, Cecilia apologized, released the withdrawal for TWW and MEXC reposted this apology. People are still FUDing mexc and withdrawing funds, because many had problems with RK and withdrawing is never the worst option (Hi, FTX!) So imo MEXC really has problems to fix, because blocking winning accs that overplay your market maker is the last thing to do. It's your problem, not the user problem. Everyone here is to make money and if your cex has inefficiencies that let other people make money, while you lose money, fix them instead of blocking accounts Taking about Cecilia, I wouldn't FUD her tbh, she joined as CSO 2 months ago, and is trying to fix many things which are super hard to fix when we talk about huge complex structure as CEX (at least she tells she is trying to fix it) So imo, withdraw your funds anyway, because if everything is good, then it will have no impact on Mexc (user total balance should be < total platform balance), and if all is good, you can deposit there again Mexc is a kind of CEX that have to exist, so I hope they won't go bankrupt and will fix all the shit they had been doing If you liked this post - send it to ur friend and follow me

$KASPA price has been down over the last 90 days… But let’s be honest — sometimes the market sleeps on the loudest future. 👀🔥 While the crowd chases hype, Kaspa quietly keeps building “a true Proof-of-Work beast” in a world obsessed with recycled narratives. This isn’t just another blockchain… It’s the fastest PoW network ever created a tech leap powered by DAG + Nakamoto security. Not speculation. Pure innovation. ❇️ Sub-second block times ❇️ Real-time confirmations ❇️ Scalable PoW done right ❇️ A fair launch — no VC games, no premine In a market full of noise, Kaspa is signal. Not just “undervalued”… UNDER-ACKNOWLEDGED. Big cycles build quietly. Big tech revolutions don’t announce themselves. They just hit you when it’s too late to buy cheap. This dip isn’t weakness. it’s accumulation fuel. Kaspa isn’t down… It’s winding up. ⛰️ Proof-of-Work isn’t dead. it’s reborn. And Kaspa is the blueprint.