Why is no one talking about ethereum:0x4a220e6096b25eadb88358cb44068a3248254675, this thing is moving, up almost 100% in the past 24 hours. LFG!

Did the bears go back into hibernation?

It’s amazing how many people are scratching their heads, staring at charts and trying to understand why crypto is moving the way it is. It may not make much sense if you’re looking purely through a technical lens. It makes a lot more sense if you’ve been paying attention to the fundamentals developing over the past 12 months. In my view, BTC and parts of the crypto market remain massively undervalued relative to where this technology could be heading. That’s the asymmetric bet. Worried about monetary debasement and inflation? Look at BTC. Believe trillions of dollars of real world assets are moving on chain - research infrastructure plays like ONDO, LINK and QNT. Concerned about increasing financial surveillance and the loss of privacy? Look at privacy-focused assets like ZEC. Believe AI and agentic commerce will transform how machines transact - research payment infrastructure positioned around that trend, such as PAYAI. Believe traditional financial rails are moving on-chain? Look at projects targeting that infrastructure, including XRP, XLM, SHX and VELO. Those are simply some of the areas and projects I’m personally watching, do your own research and build your own thesis. But I believe the larger crypto move is overdue. These themes are no longer hypothetical ideas that might happen ten years from now. Tokenisation, stablecoins, institutional adoption, on-chain settlement and AI commerce are already beginning to develop. Crypto wasn’t wrong, it was simply early. I believe we’re watching the foundations of the financial system begin to change, and BTC and digital assets could play a significant role in what replaces it. The question isn’t whether every crypto goes up, most won't to be fair. The question is whether you can afford to completely ignore an asset class sitting at the intersection of some of the largest technological and monetary shifts happening in the world today. This is the asymmetric bet, this is the biggest generational wealth opportunity that you will ever witness and it’s happening right now. Don’t miss the boat.

BTC very convincingly just broke above $83k, you’re so fucked bears 😂

The bears are screaming “come back!” while the Bitcoin boat leaves the dock 😂🐻🚢

IMO, the SEC/CFTC regulatory framework taking shape could ultimately be far more bullish for crypto than the CLARITY Act, I’m not remotely disheartened by what happened with CLARITY. The SEC & CFTC are already moving toward clearer token classifications, staking rules, tailored fundraising exemptions and a regulatory framework designed to bring crypto further into the US financial system. Personally, I think this was always the chosen path and CLARITY was just a smoke screen. CLARITY required navigating a completely separate Senate, endless political concessions and competing interests. SEC/CFTC policy is being shaped under regulators appointed by the Trump administration, an administration that has explicitly made US leadership in crypto a policy objective. You tell me which environment is likely to be more bullish for crypto. CLARITY may still matter for making the rules permanent, but its failure doesn’t change my long-term thesis. The regulatory rails are already being built and from what we’ve seen so far, they look far more pro-crypto and bullish than many people realise and have factored into current price. Pay attention and be ready 🐂 📈

I think people should seriously consider beginning to build exposure to Bitcoin and crypto again. Not go all in. Not leverage yourself. Not throw every dollar you have at it, but start DCAing. The technical indicators are beginning to turn. BTC has reclaimed major levels, momentum is shifting and we’re seeing some of the signals you’d expect to see around a cycle transition. More importantly, the fundamentals have never been stronger. Institutions are buying. ETFs have opened the door to enormous pools of capital. Regulatory clarity is improving. Banking rails are moving on-chain. Real-world assets are being tokenised. Stablecoins are becoming legitimate payment infrastructure. AI agents will increasingly need programmable, machine native money. If you believe governments will continue running enormous deficits, currencies will continue being debased over the long term, inflation will remain a recurring problem and AI will fundamentally change the global economy, then I think you need to seriously consider owning Bitcoin. If you’re watching finance move on-chain, assets tokenising, privacy become increasingly valuable and machines transacting autonomously (it’s happening), you should probably be researching the crypto infrastructure that enables it. Could Bitcoin go lower from here? Absolutely. But that’s the point of DCAing rather than trying to pick the exact bottom. Stocks have already experienced an extraordinary growth cycle. Gold has run. Silver has run. Property has run. I’m not saying those assets can’t continue higher, they can. But crypto is one of the few major asset classes still trading well below its previous highs while its underlying infrastructure and institutional adoption have continued developing at a rapid pace. That’s where the asymmetry gets interesting. Most people still don’t own crypto or BTC. Most don’t understand it. And most certainly don’t appreciate what happens if even a small percentage of global capital begins treating these networks as legitimate financial infrastructure. You don’t have to believe me, follow the money. Institutions aren’t just coming, they’re here. The banks are building on-chain. Governments are regulating it rather than banning it. Wall Street is packaging it, yet somehow the average person still thinks the opportunity has already passed or that it’s all still a scam! I think we’re much closer to the beginning than the end and I think we are still so freakin early it’s ridiculous.

I would hate to be a bear right now!

BTC’s price movement since Friday is certainly looking like acceptance and accumulation at these prices before the next leg up. If I were a bear I’d be a little concerned.

Equities are at all time highs and extremely expensive. The AI trade is beginning to show some uncomfortable similarities to the Dotcom era: enormous capital expenditure, huge expectations priced into valuations and a legitimate question around how all of this translates into sustainable value capture. Gold and silver had enormous runs from late last year into this year, before correcting heavily and beginning to recover. Both remain important assets. Gold is an exceptional store of value, while both metals have significant industrial uses, but that distinction matters. Gold and silver aren’t technology stocks. They aren’t designed to generate exponential adoption curves. Higher prices can become a headwind to their industrial demand through substitution, recycling and reduced consumption. Gold spent much of the decade before 2024 trading flat, and part of its subsequent repricing can reasonably be viewed as catching up with years of monetary inflation, alongside increased central-bank demand. So where is the asymmetric opportunity today? Equities are expensive, and AI which is driving much of that enthusiasm, is attracting extraordinary amounts of capital at ridiculous valuations. That doesn’t mean AI isn’t transformative, it is. But transformative technology and attractive investment valuations are two completely different things. The internet changed the world too, and investors still got annihilated buying the wrong companies at the wrong prices during the Dotcom bubble. Gold and silver remain excellent monetary and strategic assets, but after their repricing, I don’t see the same upside there. Which brings me to Bitcoin and crypto. I think people are dramatically underestimating what is happening. If you believe monetary debasement will continue, Bitcoin makes sense. If you believe the financial system is becoming increasingly digital, Bitcoin and digital assets make sense. If you believe AI is here to stay and AI agents will eventually transact autonomously with one another, programmable money, stablecoins and blockchain based settlement become extremely important. If you believe tokenisation of real-world assets, 24/7 markets, stablecoins, perpetual markets, programmable vaults and onchain financial infrastructure continue growing, then crypto isn’t merely a speculative trade. You’re looking at the early stages of an entirely new financial system Bitcoin sits at the centre of that transition as a scarce, globally transferable, digitally native asset that can be held without relying on a bank, government or financial intermediary. Look at what major institutions have been doing. They aren’t ignoring the asset class anymore. They’re building custody infrastructure, launching investment products, exploring tokenisation, developing stablecoin infrastructure and positioning themselves for a financial system that operates onchain. That’s the part everybody is missing. The world is becoming more digital, not less. AI is accelerating that transition, not slowing it down. Money and financial markets need to evolve alongside it. You don’t have to believe every crypto will succeed, many won’t. You don’t even have to believe Bitcoin replaces fiat or gold. It doesn’t have to. You simply have to ask whether a scarce digital monetary asset and an emerging programmable financial system are likely to become more valuable or less valuable in the new world we’re building. For me, the asymmetric opportunity is obvious. People need to wake the fuck up. Stop letting every headline scare you out of thinking for yourself. Educate yourself. Follow the capital. Follow the infrastructure being built. Follow regulation. Follow adoption. And most importantly, look at where the world is heading rather than where it has been. Then ask yourself one question: If the next economy is increasingly digital, autonomous and onchain, what assets do you want to own before everyone else figures that out?

Anyone bullish on AI but dismissive of crypto, is fundamentally missing the point. It’s like someone in 95 excited about the internet, but thinking AOL was the endgame. They don't see that the real value isn't in a single application, but in the underlying protocols.

In a years time people are going to kick themselves hard for not buying BTC and other great Cryptos at these prices when they had the chance. The entire world is going digital, and you’re sitting on the sidelines. Generational wealth is there for those who act early, not late.

People think Brian/Coinbase are the enemy. I don’t see it that way. He is doing us a favour. Once the Clarity is passed, trillions on institutional money will enter the market. This may be your last chance to buy at these low prices, seize the opportunity before it’s too late.

Everyone crying about yield bans is missing the bigger picture. Passive yield is out, productive yield is in. Capital now earns by securing, providing liquidity, and driving usage. This strengthens networks, increases velocity, and pushes real adoption. Huge win for crypto!

I give gold/silver maxis a lot of shit, truth is we’re on the same side. We all agree the current system is broken. BTC + crypto bring utility and upside that gold/silver never will. Gold/silver bring stability that crypto can’t replicate. Balanced exposure to both is a must.

If your metals are sitting in someone else’s vault, you don’t own them. • Governments have confiscated gold before • Paper gold can be rehypothecated • Withdrawals can be halted in a crisis BTC is the only asset you can self-custody, move globally, and verify instantly.

If BTC dumps, who cares, that’s a gift from the crypto gods. I’ll be buying more. Gold/Silver did nothing for a decade, so who cares if they’re now running now, they were due. Stop obsessing over BTC’s daily price and think years, not days. If in doubt friends, just zoom out.

$BTC at “$1B” in Iran isn’t a pump story. It’s a currency collapse story. Money printing, capital controls, savings destroyed. Assets reprice up. Currencies reprice down. Bitcoin didn’t get expensive, the currency got weak. The West isn’t immune, just earlier in the cycle.

IMO the bottom is in. The 4-year cycle is finished, dead, gone! Institutions changed the game. 2026 is about steady expansion, not blow-off tops. Higher highs follow adoption. Ignore it at your own peril.