Same. Trump’s shady actions in the White House, especially with WLF will push democrats go after crypto to score political points. Ironically the” pro crypto” president looks like he has done more harm than good to the space.
Starting a new series called Coin vs Coin 🥊
Every week I'll put two coins side by side and you pick a winner.
First up: $BTC vs $KAS
Both are Proof of Work, but they're solving completely different problems.
🟠 $BTC
→ Built to be digital money
→ About one block every 10 minutes
→ The most secure network in crypto
→ Trusted by ETFs, companies and governments
🟢 $KAS
→ Built to make Proof of Work fast
→ Around 10 blocks every second
→ Fair launch, no presale, no VC allocation
→ Still early on adoption
Bitcoin proved Proof of Work can secure money. Kaspa is trying to prove it can also be fast.
Which one are you holding for the next 5 years? 👇
And drop the matchup you want to see next.
Yesterday I said this war was a noose around every market. Oil dropping 7% on peace hopes is the first time that noose has loosened in a while.
Cheaper oil means less inflation, less pressure on the Fed to hike, and more room for stocks and crypto to breathe.
It's just hopes for now, not a deal. But if it happens, markets could move fast 👀
🚨ALERT: U.S. oil plunges 7% below $98 a barrel and Brent falls 5% as hopes for a U.S.–Iran deal grow.
Iran’s President Pezeshkian says, “We will attempt to resolve the issue through dialogue.”
The Supreme Leader has granted the government specific powers for negotiations.
“We are more ready for a military response and diplomatic path than before,” Foreign Minister Araghchi says, per IRNA.
You said it yourself, they paid in shares. So this wasn't cash that could've gone to hiring, and even if it was, you can't hire and organize 30,000 engineers fast enough to compete with buying a product that already works.
A deal like this buys a product people already use, a team that knows how to build it, and years of head start. That's just how tech acquisitions work.
Also, Nvidia is one of the least indebted companies out there, and it just approved the biggest buyback in US history. Companies drowning in debt don't authorize $235 billion to buy back their own shares.
Think AI is overhyped? Fair enough, but "Nvidia going bankrupt" isn't the argument.
Absolute embarrassment. Musk bought Cursor for $60 billion for nothing more than “internal coding”.
The same amount of money could have employed 30,000 engineers at $200k a year for 10 years.
This is how much a joke Ai is and why the bankruptcies that will hit companies like $NVDA backing hundreds of billions of debt are so obvious. >70% of all revenues are now basically borrowed money from bond markets funding stupid shit like Musk buying dog shit companies equal to 10 years salary of 30,000 employees.
(They used shares, but you get the point). Then on top of that he abandons Agentic Ai (or jacks up prices an insane amount) because Claude isn’t economically viable as a program. We knew this… Around 98% of companies say Agentic Ai has a negative return, and 2% who say it does are the banks investing in the companies. $SPCX
So many private equity firms and pensions are going to be wiped out.
People are still sleeping on $TAO.
At these levels, I believe it’s heavily undervalued ahead of what could be a massive bullish run.
So oil companies made $130 billion from this war, and the average household paid about $1,100 extra on gas. Love that for us 🙃
And it doesn't stop at the pump either.
Every time oil spikes, inflation creeps back, the Fed gets scared, rates go up, and our portfolios take the hit.
Your gas bill and your bags are getting squeezed by the exact same thing.
I keep seeing people laugh at Google like they didn't see this coming. Trust me, they did.
They've known for years that AI would eat into search. The real choice was never protecting search or building AI, it was disrupting yourself before someone else does it for you.
Kodak invented the digital camera and sat on it to protect film. Blockbuster had the chance to buy Netflix and laughed it off. We all know how those stories ended.
Google looked at that and chose to take the hit now instead of becoming the next Kodak. Honestly, that's not a monster eating them alive, that's just how you survive in tech.
Is it just me, or does crypto Twitter not feel like crypto Twitter anymore?
My timeline is ETF filings, AI agents, bank stablecoins and DeFi yields all at once.
Feels like AI, Wall Street and crypto quietly merged and nobody announced it.
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
TRADING WILL SET YOU FREE
Everyone's excited about AI agents owning wallets and trading crypto.
But this week we watched one compromised laptop drain $6B from the biggest exchange in the world.
Now imagine millions of AI agents holding keys.
The upside is massive, but whoever builds the security for that world is going to make a fortune.
2027 crypto cycle will be BIGGER than 2021
Super intelligence is coming for your bags
AI agents won’t just use crypto. They’ll own wallets, trade assets, and build onchain identities
Every AI agent will want its own NFT as a PFP and digital identity
There could be 10 AI agents trading crypto for every 1 human
NO ONE IS BULLISH ENOUGH!!
Same week Binance gets drained for $6B, Grayscale quietly updates its filing for a $TAO ETF.
That's the part people are missing. Institutions don't want to hold coins on an exchange, and this week showed why.
An ETF lets them own AI exposure through a brokerage account, with professional custodians holding the coins.











