Bitcoin. Stocks. AI. The three themes defining the next decade. Live M-F 12:30 ET with the people actually moving markets || By @21RatesHQ
Joined June 2025
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Jun 11
How Africa Leapfrogged The Dollar With Bitcoin | Thomas Massie x.com/i/broadcasts/1qKDzzDDX…
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Bitcoin's bounce looks nice on the surface.
Underneath, the data tells a different story.
→ Open interest is dropping while price climbs, classic short-covering, not real conviction
→ Exchange inflows are spiking, traders moving coins to sell, not hold
→ aSOPR has stayed below 1 for 13 straight days, meaning sellers are realizing losses, not profits
→ Miners are feeling the squeeze, with margins getting tighter by the day
And yet - $273B is just sitting in stablecoins, completely unmoved.
That capital hasn't left crypto. It's parked on the sidelines, waiting.
The question is: waiting for what? A real bottom, or one final flush before it moves back in?
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🚨 BREAKING: Is the Iran war about to end... again?
Pakistan says a US-Iran peace deal could be signed within 24 hours. Trump says today. Iran says... slow down.
Here's what's actually on the table:
→ Strait of Hormuz reopens (20% of global oil flows through here)
→ US lifts naval blockade on Iranian ports
→ Sanctions relief for Iran
→ Ceasefire extended
Sounds huge. But we've been here before - multiple "final" deals have collapsed in the past months.
Iran's spokesman just said the holdup is "the hesitancy of the other side." Hardliners in Tehran are pushing back hard, calling Hormuz their last real leverage.
So: real progress, or another Trump Truth Social post that ages badly by tomorrow?
If this actually signs → oil prices could move fast.
What's your bet, signed today, or kicked another week? 👇
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Jun 13
Pakistan says a peace deal between the US and Iran could be signed within 24 hours.
If true, this would be one of the biggest de-escalation moments in years, markets have been pricing in tail risk on Iran for weeks.
What it could mean:
→ Oil prices likely ease if a credible deal holds
→ Risk-on sentiment returns, pressure lifts off equities and crypto
→ Bitcoin often rallies hardest right after geopolitical fear fades - not during it
But here's the catch: peace announcements from this conflict have come and gone before.
Until we see the signatures, this is "believe it when you see it."
Are markets already pricing this in, or is there more upside if it's confirmed?
Jun 13
We are closer to a peace deal than ever before. With finalisation likely expected in the next 24 hours, Pakistan is preparing for the electronic signing of the peace deal immediately after, followed by technical level talks next week.
We would like to thank United States of America and Islamic Republic of Iran for their ongoing commitment during the negotiations, and we extend our sincere appreciation to our brothers in the region for their support. We are confident that this historic peace deal will form a strong foundation for lasting peace.
@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@araghchi
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Jun 13
🚨 Anthropic has temporarily disabled access for ALL users worldwide.
Unbelievable!
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 12
Let's talk about what just happened. 🧵
@ElonMusk became the first trillionaire in human history today - $1.1T, per @Forbes, after @SpaceX went public.
Most people will focus on the rockets and the cars.
We're focused on this: Tesla and SpaceX together hold 30,221 $BTC on their books.
And according to Elon's father, Elon and Kimbal personally hold 23,400 BTC.
Combined, that's over 53,000 BTC - held by the same family that just produced the world's first trillionaire.
Maybe it's a coincidence. Or maybe Bitcoin has been quietly powering the biggest wealth creation story of our time.
Either way, you're early.
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The Daily Stack 🥞 retweeted
Jun 12
Jun 12
*LIVE* SPACE X IPO x.com/i/broadcasts/1pKdRRoqp…
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Jun 12
SpaceX holds 18,712 BTC, bought for $661M, now worth $1.3B . A 120% gain, quietly sitting on the books.
SpaceX didn't just IPO. It IPO'd as a Bitcoin treasury company.
Top 10. Day one.
Jun 12
Everyone's watching $SPCX hit Nasdaq today at a $1.75T valuation, the biggest IPO in history.
What they're NOT watching: Bitcoin just dropped 12% in a month while $4.4B fled crypto ETFs in the lead-up.
Same story, different decade - capital chases the shiny new thing, and the patient ones buy the dip nobody's talking about.
$SPCX is a bet on Elon's execution.
$BTC is a bet on math.
We know which one we're stacking.
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Jun 12
Everyone's watching $SPCX hit Nasdaq today at a $1.75T valuation, the biggest IPO in history.
What they're NOT watching: Bitcoin just dropped 12% in a month while $4.4B fled crypto ETFs in the lead-up.
Same story, different decade - capital chases the shiny new thing, and the patient ones buy the dip nobody's talking about.
$SPCX is a bet on Elon's execution.
$BTC is a bet on math.
We know which one we're stacking.
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Jun 12
🇯🇵 Metaplanet just bought a licensed Japanese brokerage.
$13.1M for Siiibo Securities → rebranding as "Metaplanet Securities" → building BTC-linked bonds & yield products for Japanese investors.
Japan has 1,190T yen parked in near-zero-yield savings.
Metaplanet wants to be the bridge from that cash pile into Bitcoin-backed yield.
First M&A move under "Project Nova." Not the last.
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Jun 12
Siiibo証券株式会社の全株式取得に関する契約を締結したことをご報告いたします。同社は第一種金融商品取引業者であり、国内個人向け社債オンラインプラットフォームの先駆的存在です。7月に予定するクロージング後、「株式会社メタプラネット証券」へ商号を変更する予定です。本件は当社初の本格的なM&Aであり、ビットコインを中核とする金融エコシステムの構築を目指すProject Novaにおける、最初の具体的な一歩となります。
日本の家計には、約1,190兆円が現預金や低利回り商品として滞留しています。デフレからインフレへの転換とともに、資金は利回りを求めて動き始めています。Siiibo証券が有する第一種金融商品取引業登録およびオンライン証券プラットフォームをグループに迎えることで、アジア最大規模となる40,177 BTCの保有を基盤に、ビットコイン関連の利回り商品を日本の投資家の皆様に提供していく体制を整えてまいります。
小村和輝代表 (@kazukikomura)とSiiibo証券のチームが築いてきたものに、深い敬意を表します。メタプラネット証券として、日本に新たな「利回り」の選択肢を届けてまいります。
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The Daily Stack 🥞 retweeted
Jun 12
AI, local models, Hermes v Openclaw… all through a privacy/Bitcoin lens every Wed on @DailyStackHQ with @jordanurbs
Got to chop it up on all of these things with the BTC education 🐐
Look out for his new channel Sovereign Session dropping soon
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The Daily Stack 🥞 retweeted
Jun 11
Easily one of our favorite shows today with @staffordmasie & @halstonvalencia
AI will plug the African “Brain Drain” and Bitcoin will be the capital funding their ideas.
Related: Here is the @thekylehuber doc just released covering circular economies in Kenya:
x.com/thekylehuber/status/20…
Jun 11
How Africa Leapfrogged The Dollar With Bitcoin | Thomas Massie x.com/i/broadcasts/1qKDzzDDX…
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Jun 11
🚨Breaking: US PPI just printed at the highest level since Nov 2022.
→ Producer prices surging across the board
→ Core inflation softer than feared - but don't celebrate yet
→ Warsh's Fed debut is next week.
Inflation story isn't over. All eyes on Wednesday.
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Jun 11
Some guests answer questions.
Some guests challenge the questions themselves.
Tomorrow, we're sitting down with @staffordmasie!
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Jun 11
A Bitcoin Treasury Company (@nakamoto) just sold 600 BTC.
Not to stack more. Not to expand.
To pay off debt.
→ Bought above $118,000
→ Sold into the crash below $60,000
→ Now holds just 4,468 BTC and counting
This is what happens when you copy Strategy's playbook without Strategy's balance sheet.
Nakamoto didn't have a Bitcoin problem.
It had a leverage problem.
The irony is brutal: a company built around the idea of holding Bitcoin forever - forced to sell at the worst possible time because the debt didn't care about conviction.
This is not a Bitcoin story.
This is a risk management story.
Know the difference.
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Jun 11
OpenAI is cutting prices to win back customers it's losing to Anthropic.
That's not strategy. That's panic.
→ Claude Code exploded among developers
→ Anthropic just surpassed OpenAI in valuation
→ Enterprise customers are quietly switching
Six months ago nobody said "OpenAI has a competition problem."
Now even Sam Altman calls AI costs a "major problem" - and the margins were already razor thin before the price war started.
Here's what nobody wants to say out loud:
The AI industry might be heading for a reckoning where the best model doesn't win.
The cheapest one does.
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