Joined November 2021
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THE REASON WHY $BTC IS CRASHING 🚨
Bitcoin doesn't need bad news to fall. Since the October 10th crash, crypto has largely moved sideways-to-lower while AI-driven equities have absorbed trillions in fresh capital. Now, another $350B could soon be raised across major deals: • SpaceX IPO: $75B • OpenAI IPO: $100B • Anthropic IPO: $100B Big Tech equity issuance & AI spending tens of billions more. Capital is rotating. When investors need cash for the biggest AI and tech opportunities in decades, they don't sell what they hate, They sell what they can. The biggest threat to crypto right now may not be regulation or geopolitics. It's competing for liquidity against the strongest AI-driven equity boom since the dot-com era.
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Strategy is signaling another Bitcoin buy. Assuming they don't change their mind... 👀
Still adding dots.
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If you're having a bad day, just remember: SBF put $500M into Anthropic. That stake would be worth over $30B today. And he won't get to enjoy any of it. 🥲
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China is building a direct challenge to dollar dominance. 🚨 Beijing is preparing to launch mBridge, a blockchain-based cross-border payment network backed by the central banks of China, Hong Kong, Thailand, UAE, and Saudi Arabia. The platform has already processed $69 billion in transactions. For decades, global trade has run through the US dollar and SWIFT. mBridge allows countries to settle transactions directly using digital currencies, reducing reliance on both. This is one of the biggest de-dollarization moves we've seen. 👀
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THIS IS NOT GOOD! Each Bank of Japan 🇯🇵 rate hike has coincided with tighter liquidity and weaker risk sentiment. For years, Japan held rates at -0.10%, supporting the global carry trade. That changed in March 2024, when rates moved to 0.10%. Since then BOJ has hiked the rates three times: July 2024: 0.25% January 2025: 0.50% December 2025: 0.75% Markets are now pricing a move toward 1.00%, which would be the highest level since 1995. Japan is the largest foreign holder of U.S. Treasuries, with roughly $1.1 trillion in holdings. Higher domestic yields can pull capital back into Japan, leading to an unwind of carry trades and tighter global liquidity conditions. We have already seen Bitcoin react negatively around prior BOJ hikes. With bitcoin:native already under pressure, another hike could further weigh on risk assets. 📉 This is not just about Japan. It is about global liquidity tightening.
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India 🇮🇳 has issued 44,000 tax notices to crypto investors. The govt has revealed more than ₹860 crore in previously unreported VDA income. But honestly, this was bound to happen. • 30% flat tax on gains • 1% TDS on every transaction • No set-off for losses • Reporting every single trade like an auditor And now full tracking via exchanges and wallets. You make a few trades, miss a detail, and suddenly you’re on the radar. Compliance matters. But this system feels less like regulation and more like overkill. Instead of making it easier to participate and report, it’s pushing regular investors towards confusion, fear, and, in many cases, offshore platforms. We need sensible regulation.
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Amazon researchers reportedly discovered a jailbreak in Anthropic’s most advanced models and escalated it to the White House. 😳 Days later, the U.S. moved to restrict foreign access to Claude Fable 5 and Mythos 5 over national security concerns. Now Anthropic says a “huge percentage” of its own employees are barred from using these models under those same restrictions. Even scientists like Andrej Karpathy reportedly can’t access Anthropic’s frontier models under new U.S. restrictions. Not by company policy. By the government. AI is being treated like export-controlled strategic tech where access depends on nationality.
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JUST IN 🚨: Trump says a peace deal with Iran is scheduled to be signed tomorrow and the Strait of Hormuz will be "open to all."
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China 🇨🇳 now holds roughly 2,332 tonnes of gold and has bought for 19 straight months. Gold is now 9% of the country's reserves, the highest share since Dec 2024. China acquired 10 tonnes of gold in May, which is the highest since January 2026. Meanwhile: • Poland added 14 tonnes in April • China added 8 tonnes in April • Central banks resumed net buying after March's pause Gold prices recently fell because of a stronger dollar, rising yields and ETF outflows. But the bigger trend hasn't changed: Central banks keep buying. When nations accumulate assets near record highs, they're usually preparing for a future most investors don't see yet.
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Work Vibes From Vietnam 🇻🇳 #tradingsetup
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The richest man on Earth owns Bitcoin. The head of the world's largest asset manager owns Bitcoin. Top tech founders own Bitcoin. Bitcoin drops 5%, and suddenly the least informed guy in the room is back to explain why it's a scam. 🤡
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POV: You sold Bitcoin at $125K and no longer care about market pumps, flash crashes, Trump's next tweet, or whether the world catches fire. 😎
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Anthropic's latest frontier models were just restricted for foreign users over "national security" concerns. Maybe this has less to do with one jailbreak and more to do with a broader shift. AI is no being treated as strategic infrastructure. Today it's access restrictions. Tomorrow it's licensing. Eventually it could look a lot like semiconductor export controls. The AI race is quietly becoming a geopolitical race. And this likely won't be the last model that governments decide should stay behind national borders.
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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The White House is targeting July 4 for passage of the CLARITY Act. 🚨 Patrick Witt says he's "optimistic" and that "every day we're making great progress." This is arguably the most important crypto bill in years. If passed, the U.S. will finally get a clear framework for digital assets, stablecoins, exchanges, and market structure.
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One of the wildest stories from the SpaceX IPO. 👇 Juan Hernandez immigrated from Mexico and took a welding job at SpaceX in 2015 for $28 an hour. At the time, he reportedly didn't even know what SpaceX was. When he became full-time, SpaceX gave him $10,000 worth of stock. Instead of cashing out, he kept buying more shares through payroll deductions for the next decade. At the IPO price of $135 per share, his stake was worth roughly $880,000. With $SPCX trading as high as $167-$176 on its first day, that same position crossed $1 million. And Hernandez wasn't an exception. More than 4,400 current and former SpaceX employees became millionaires from the IPO, including welders, technicians, machinists, launch engineers, and other staff. Around 400 employees are estimated to hold stakes worth over $100 million.
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Wait... Elon Musk is now worth $1.1 trillion. And Bitcoin's entire market cap is $1.28 trillion. One person is worth almost as much as the world's largest cryptocurrency. We're living through history.
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They laughed at the explosions. Elon studied the wreckage. Years later, this man who once stood alone in front of broken rockets becomes the world’s first trillionaire. Success is forged quietly, staring at what didn’t work… and refusing to quit. 🔥 $SPCX
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SpaceX $SPCX has officially begins trading and up over 20% from its IPO price. It's now trading at $2 trillion market cap. 🚀
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BREAKING 🚨 Elon Musk opens the Nasdaq trading day by ringing the opening bell. SpaceX $SPCX officially lists on Nasdaq.

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SpaceX’s $SPCX IPO is set to go live today, with shares to be quoted at 9:50 AM ET and trading expected to begin at 10:00 AM ET on Nasdaq. Early indications suggest the stock could open at around $175 per share. This represents an 30% premium to the $135 offer price. The IPO has reportedly attracted around $350 billion in total demand. Roughly $250 billion from institutional investors. Of the shares allocated to institutions, approximately 70% have been placed with long-only investors. At current levels, SpaceX is on track to debut as the world’s 6th largest public company.
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Crowds gathering outside NASDAQ ahead of the SpaceX IPO $SPCX launch.

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