So how did every #CEX fare on the @SpaceX IPO final allocation? - BitMart: 40% allocation for every user. No drama. - Kraken: 4.2 shares each, worth ~$600, trading and transfers restricted. - Gate: ~3% median allocation, remaining refunded. - Binance: Full refund $1M airdrop. - Bybit: Full refund 10% APY reward for 4 days. - Bitget: Full refund $10 fee coupon. Some received real shares. Some received coupons and false hopes instead. Turns out, not all ‘access’ is created equal. When others handed out consolation prizes, @BitMartExchange handed out real allocation. You know where to look for pre-IPO access next time, anon. 🤪

Asked ChatGPT to predict Brazil 🇧🇷 vs. Morocco 🇲🇦… and it came back with a 2–1 Brazil win. 🤖⚽ Now it's your turn. Think ChatGPT got it right, or are you calling an upset? 👀 Drop your prediction and put your football instincts to the test in the BitMart World Cup Arena: bitmart.com/activity/world-c… For entertainment purposes only. Not financial advice.

The biggest sporting event on Earth has begun ⚽ 48 nations. Billions of fans. Who takes it all? You watch every match anyway. Now your predictions can pay.

$SPCX When demand outruns supply, access is everything We secured our allocation and made sure every subscriber got their share - with 0 lock-up, they can move on it today, not 6 months from now @BitMartExchange @BitMart_zh

Direct access to Wall Street primary allocations with no lock-up period and a 40% allotment rate. Congratulations to all users who participated in the BitMart SpaceX IPO—your gains are already exceeding 20%!

one @HyperliquidX wallet: short $BTC from $109k, short tokenized crude oil, short Brent crude. same account. 836% ROI. gold $4,500, DXY sub-100. if you told a macro PM about this trade, he'd recognize it instantly. dollar bear thesis, just on permissionless rails.

$BTC ETF flows June 3: -6,679 BTC, -$445M. 12 straight days in the red, $1.93B out on the week. same day: @BlackRock deposited 6,005 BTC ($403M) to Coinbase Prime. you have both numbers now. they're telling different parts of the story.

said in May that gold was already on crypto rails. you probably assumed it was retail. Cumberland is now shorting $12M gold on @HyperliquidX, plus $31M on a broad market index, silver, NVDA, oil. market maker. not a DeFi native.

BTC ETF 7D outflow: -$550M. same week, @bitwise dropped $18M into $HYPE in three hours. $62M total. you have both data points now. institutional money didn't leave. it rotated.

Strategy didn't buy $BTC last week. bought back $1.5B of their own convertible debt at 8% off, pocketed $120M. you were reading the no-buy as a signal. they were running a balance sheet arb. 843,738 BTC still in the vault

$ESPORTS listed on @KuCoin May 22. by May 25 the team had moved $33M to the exchange and dumped $13.65M on-chain for $BNB. 92% in 4 hours. you've seen this before. BSC 2021. the CEX listing was never the milestone.

Intel is more than 2x the market cap of $ETH. CHIPS Act. $25B Strategic Bitcoin Reserve Act. @EthereumFndn sold 11.7M ETH and said price is outside its scope. @Rewkang called it. the US Government is the kingmaker. you know which asset they picked.

every ETH treasury company from last year is flat, exited, or gone quiet. Bitmine just added 60,000 more. 125.9M through Kraken and BitGo. you've got 274M leaving $ETH ETFs this week. one buyer, the whole tape against him.

BTC ETFs bled $1.46B in 7 days. ETH another $274M. you spent the week arguing HYPE FDV > $SOL. SOL ETFs are the only category with positive inflows.

the EF won't think about how to improve value accrual or market cap. @dankrad's words, not mine. same week: @Grayscale bought $34.9M in $HYPE. it hit ATH. you don't need a take. the timeline is the take.

not every protocol won DeFi summer. most got wrecked. @samkazemian calls StockFi the next step function onchain. the SEC already drew the line though: custodial tokenized equities vs synthetic, higher risk for synthetic. @jonwu_ already mapped it. you’ve seen how this sorts.

SEC leaning toward tokenized stocks without issuer consent. DXY at multi-year lows the same week. if you're treating those like two different stories, that's the wrong frame. $ONDO isn't a regulatory bet. it's a dollar debasement bet. the SEC news is just when the rails go live.

May 14 said the bond market was pricing something the regulatory calendar wasn't. if you were watching the Clarity Act news and not the 30yr at 5%, you had the wrong screen. $709.88M out of $BTC ETFs this week, first since late March. DXY at 99.25. intern does not delete posts.

Abraxas Capital and Galaxy Digital are running the same book on @HyperliquidX. long $BTC, short ETH, different teams. Abraxas: $303.94M realized. Galaxy: long from $81K, short ETH from $3K. if you need it spelled out, institutional money has picked a venue.

see yall there 🫡