studying crypto since 2013 | My opinions only here.
Joined February 2011
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𝕏pulseÐ retweeted
SENTIMENT: The Crypto Fear & Greed Index just crashed to 12, “EXTREME FEAR” 🚨
Just two months ago, sentiment was in Greed. Now it’s at one of its lowest readings ever.
Extreme Fear has shown up on only ~13% of days in the index’s history.
Max fear, max opportunity. 🎯
𝕏pulseÐ retweeted
Bitcoin fell 19% into the biggest IPO ever. Now it's down 18% heading into the second biggest.
SpaceX raised $75B when it went public on June 12. In the 50 days before it listed, Bitcoin dropped 19%. Anthropic plans to raise up to $64B when it lists next week, and Bitcoin is down 18% over the same stretch. Overlay the two and they look almost the same.
What happened after the SpaceX IPO is the notable part. Bitcoin bottomed 18 days after the listing, then recovered all the way. By Day 100, it was above where it started.
Bitcoin around the SpaceX IPO:
Day -50 to IPO day: -19%
Low (Day +18): -25%
Day +50: still -20%
Around Day +70: a sharp rally
Day +100: +3.7%
From the IPO-day close to Day +100, Bitcoin gained 28%. From the low, it gained 39%.
The takeaway is that the selling came in the run-up to the listing. The bottom had effectively happened by the IPO, and the recovery came relatively shortly after, and it came all at once.
If Anthropic follows the same pattern, most of the drawdown is behind us, and it could reverse quickly over the next couple of months. And Bitcoin is sitting right at its 200-week moving average.
Map the SpaceX path onto today's price and you get roughly $90k by late February. Markets rarely follow a comparison like this exactly. But we remain very constructive on both the technicals and the fundamentals heading into 2027, and it's not hard to imagine what the narrative would be if anything close to this plays out.
𝕏pulseÐ retweeted
HUGE: 🇺🇸Trump nominates FOUR picks for SEC and CFTC seats, raising hopes for clearer U.S. crypto rules.
Now the timing matters.
Republicans are set to lose their Senate majority in January, leaving a limited window to confirm the nominees before power shifts.
The bipartisan lineup includes two Republicans and two Democrats.
Notably, both CFTC nominees worked on the Clarity Act.
The nominees are:
1. Nathan Anonick for CFTC
The Republican helped negotiate the Senate Agriculture Committee’s portion of the Clarity Act.
2. Matthew Rowland for CFTC
The Democrat and CFTC attorney also worked on the Clarity Act and the committee’s 2024 crypto bill.
3. Kristin Johnson for SEC
The Democrat and former CFTC commissioner has focused on crypto custody, DeFi, AI and market safeguards.
4. Steven Levine for SEC
The Republican and former SEC adviser would succeed Hester Peirce, one of the agency’s strongest crypto advocates.
The nominations were sent to the Senate on November 12 and now await confirmation.
Whoever fills these seats will help shape U.S. crypto regulation FOR YEARS.
𝕏pulseÐ retweeted
🚨DEPARTMENT OF LABOR RULE EASING ACCESS TO CRYPTO AND OTHER ALTERNATIVE ASSETS IN 401(K)S REACHES WHITE HOUSE FOR FINAL REVIEW!
A final Department of Labor rule that would make it easier to include alternative assets such as crypto, private equity, and real estate in 401(k) retirement plans has arrived at the White House for review ahead of public release, Bloomberg reports.
The move follows the March proposal and Trump’s 2025 executive order aimed at expanding alternative asset access for retirement savers.
𝕏pulseÐ retweeted
JUST IN: 68.2% of 2026 midterm winners have been pro-crypto, according to Stand With Crypto 🇺🇸
245 pro-crypto candidates have been elected so far! 👀
𝕏pulseÐ retweeted
Musk and Bezos opt out of tokenization: Tesla, SpaceX, and Amazon join the objections to OKXICE's tokenized stocks.
"Tesla, boo, you guys own Bitcoin. What are you doing? Amazon, Bezos. Why?"
"The headline to me - two richest in the world opt out of tokenization. Tesla, Amazon and SpaceX joined tokenized stock objections. Also Netflix, Lam Research and SoFi, which is a neobank."
"Right now this is not going as intended, but there will still be plenty of tokenized stocks and plenty of ways to tokenize into the future. We don't even have a launch date yet for OKX's."
"It will definitely happen. I believe it will be wildly successful."
"I just believe that right now Nasdaq sees this as competition, and is encouraging, in the Sopranos manner, the companies that are listed on Nasdaq not to support. Pretty lame, to be honest."
The Daily Wolf On Yahoo Finance xitter.cf/i/broadcasts/1dKrPPnnV…
𝕏pulseÐ retweeted
JPMorgan, Citi and Morgan Stanley just got access to DTCC's new tokenization service, with Canton among its first two blockchain networks.
$30T in securities are eligible. Next comes Canton's proposed universal $CC burn, targeted for Q1 2027.
Wall Street has the plumbing. Now Canton needs to turn that traffic into token demand.
𝕏pulseÐ retweeted
Iran war.
CLARITY Act blocked.
First Fed hike in 3 years.
Treasury yields at multi-decade highs.
Strategy sold 6,916 Bitcoin.
COLDCARD exploited.
Ledger exploited.
Binance hacked.
I genuinely don’t think people realize how much bad news Bitcoin has absorbed.
If this isn’t a sign of resilience and potential seller exhaustion, I don’t know what is.
𝕏pulseÐ retweeted
JUST IN: Binance is working with the FBI and U.S. Secret Service to investigate the massive $6.3 billion crypto theft.
𝕏pulseÐ retweeted
BREAKING: Tether has frozen $971 million worth of USDT which has been linked to a suspected Binance hack.
This comes just minutes after Binance wallets saw a $2.8 billion outflow across five blockchains.
Binance has yet to comment on the situation.
𝕏pulseÐ retweeted
DTCC getting ready for its Canton rollout, and now a reported 787k canton-network:native purchased for network traffic in a single day.
Most people still don’t realize what’s coming with Canton.
kinda crazy that the DTCC bought 787k $cc of traffic yesterday and no one has mentioned it
ccview.io/updates/122094e956…
𝕏pulseÐ retweeted
This is probably the biggest deal in crypto right now...
Do people realize what's actually happening???
The story that everyone has been cheering for, for years is happening in real time!
@The_DTCC , Derivatives, cross border settlement, institutional work flows, collateral markets, interoperability, bond markets.
The entire institutional financial stack is starting to go live on-chain..
That was the dream! But it's not on ethereum:native , it's not on ripple:native , it's not on solana:So11111111111111111111111111111111111111112 , it's not on cardano:native
It's on @CantonNetwork
You can ignore the Canton Network, but you cannot ignore the consequences of ignoring the Canton Network.
"Patience, then everything at once."
canton-network:native
𝕏pulseÐ retweeted
JUST IN: 🇺🇸 Morgan Stanley, Bank of America, JPMorgan, and Wells Fargo detect unauthorized AI agents accessing customer accounts and attempting to act without user instructions.
