Joined April 2013
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Brad Garlinghouse (@bgarlinghouse) says the potential for #XRP is INSANE! Will $XRP hit $35,000 soon? The top #DeFi token on #XRPL is making waves!🌪️
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$BTC briefly lost $60K and sentiment flipped into extreme fear. Now the market is split. Some macro desks and analysts see a potential bottom forming around the $46K–$54K zone based on long term valuation models and 200W MA support.
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But this cycle still looks different. Max drawdown so far is only around 50 percent, much shallower than previous bear markets. The real question is not whether this is a bottom.
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It is whether institutional demand is structurally changing the cycle or simply delaying a deeper reset.
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ShadowCipher retweeted
🔔 $BTC Now | Market Watch Stop overestimating the market. $BTC is deep in a bear market. Selling pressure is still high, and short-term prices are likely to test lower levels. Any meaningful bounce will need strong support from lower price zones. If you’re holding, plan your entries carefully
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ShadowCipher retweeted
Crypto users can finally collect real U.S. stock dividends. @bitget just dropped Stocks 2.0 with @RealityFi_xyz, transforming tokenized equities into actual yield-bearing assets. If you want exposure to U.S. equities using crypto capital without dealing with legacy brokerages, this upgrade bridges the gap beautifully. • Access to real Nasdaq and NYSE liquidity with much deeper order books. • Automatic mapping of corporate actions like stock splits for exact 1:1 asset exposure. • Instant cash dividends in USDT and stock dividends credited straight to your holdings. • Stock tokens can soon be used as collateral across the margin and yield ecosystem. This makes capital rotation between crypto profits and legacy finance incredibly seamless. Here is how V2 completely evolves from V1. 👇
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Sequans @Sequans just exited its Bitcoin treasury experiment. It started less than a year ago. The company bought $BTC near the top. It used the coins as collateral for convertible debt. Eventually it had to sell into weakness to stay afloat.
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At one point it held 3,234 $BTC. Now it is all gone. This is not just a bad trade story. The bigger issue is structure. When leverage is involved, even strong conviction can break under balance sheet pressure.
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For DeFi and crypto investors, the takeaway is simple. Treasury strategies are easy to announce. Surviving a market downturn is much harder. Not every BTC treasury makes it through a full cycle.
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Prediction markets moving into Perps feels inevitable at this point. What started with trading narratives and event outcomes is slowly evolving into a much bigger derivatives layer for crypto.
Perps beta is now live on polymarket.com for select users. We’ll be rolling access out to more people over the next 4 weeks. Get ready.
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Stripe @stripe working with @tempo on a Machine Payments Protocol is worth paying attention to. It standardizes how agents and software can initiate and coordinate payments across stablecoins, fiat, cards, and subscriptions through a single programmable layer.
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If AI agents keep moving from tools to economic actors, this is the kind of infrastructure they will run on.
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Pre-IPO is becoming a big game. Companies are staying private much longer, locking away the most valuable growth stages. Investors are turning to SPV-backed tokens, synthetic perpetuals, and closed-end funds to get access.
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SPVs hold real shares, synthetics just track prices, and funds layer multiple assets. Liquidity, pricing, and risk differ a lot. Some assets trade 20 to 40 percent above private valuations because most platforms lack proper exit options or shorting mechanisms.
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The question is how ordinary investors can participate safely while navigating premiums and liquidity limits. With big names like @OpenAI , @SpaceX , and @AnthropicAI involved, this could reshape access to high-growth companies for everyone
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🚨 @MicroStrategy 's “infinite $BTC buy” strategy is reaching a critical limit. Early success relied on $MSTR trading above its net asset value, allowing the company to issue stock to buy more $BTC.
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Now the EV-based mNAV is around 1.24, which means the room to expand is shrinking. STRC financing keeps the buyback going, but each round adds fixed dividend obligations. Cash can cover 2027 bond maturities, but the larger debt wall in 2028 will require attention.
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If $BTC keeps rising, the strategy can continue. If $BTC stalls, the accumulating obligations may slow down the buyback engine.
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#Kalshi just closed a $1B funding round at a $22B valuation, led by Coatue. This marks their third raise in seven months, with valuations roughly doubling each time. The prediction market platform now boasts 2M monthly active users and $178B in annualized trading volume.
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They are eyeing partnerships with major financial institutions, even as some contracts face regulatory scrutiny and insider trading concerns.
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The bigger picture: prediction markets are scaling fast, and platforms that can navigate regulation could become major players in finance and crypto alike.
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