[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @CryptoforniaX CryptoforniaX CryptoforniaX posts on X about bitcoin, liquidity, crypto, ipo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1459195346488287232/interactions)  - X Week XXXXX -XX% - X Month XXXXX -XXXX% - X Months XXXXXX -XXXX% - X Year XXXXXX +100% ### Mentions: XX [#](/creator/twitter::1459195346488287232/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +26% - X Year XXXXX +200% ### Followers: XXX [#](/creator/twitter::1459195346488287232/followers)  - X Week XXX +2.20% - X Month XXX +4.10% - X Months XXX +14% - X Year XXX +59% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1459195346488287232/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [exchanges](/list/exchanges) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) #6125, [liquidity](/topic/liquidity) #3822, [crypto](/topic/crypto) 9.23%, [ipo](/topic/ipo) #553, [$90k](/topic/$90k) #104, [zec](/topic/zec) #499, [ai](/topic/ai) 4.62%, [oracle](/topic/oracle) #896, [mstr](/topic/mstr) 3.08%, [spacex](/topic/spacex) XXXX% **Top accounts mentioned or mentioned by** [@shanaka86](/creator/undefined) [@apompliano](/creator/undefined) [@cobratate](/creator/undefined) [@jacobkinge](/creator/undefined) [@strategys](/creator/undefined) [@nefflynbe](/creator/undefined) [@mastrxyz](/creator/undefined) [@scottmelker](/creator/undefined) [@thebtctherapist](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Zcash (ZEC)](/topic/zcash) [Solana (SOL)](/topic/solana) [ProCap BTC (BRR)](/topic/$brr) [HyperChainX (HYPER)](/topic/$hyper) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Ethereum (ETH)](/topic/ethereum) [ETHZilla Corp (ETHZ)](/topic/$ethz) [BTCs (Ordinals) (BTCS)](/topic/$btcs) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [iShares BTC Trust (IBIT)](/topic/$ibit) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Globalstar, Inc. (GSAT)](/topic/$gsat) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Viasat Inc (VSAT)](/topic/$vsat) [Crypto Sports (CSPN)](/topic/crypto-sports) ### Top Social Posts Top posts by engagements in the last XX hours "$BRR formerly #ProCap trading post #SPAC with #BTC accumulation mandate #HODLing $445M at $90K. Backed by $750M raised positions itself along #MSTR style treasuries. Framing BTC as the new hurdle rate reflects a shift toward benchmark driven capital rotation. @APompliano" [X Link](https://x.com/CryptoforniaX/status/1998087499777016279) 2025-12-08T17:49Z XXX followers, XXX engagements "@APompliano A $1.5T #SpaceX #IPO in 2026 isnt too low or inevitable $10T. Valuation depends on liquidity regulation defense reliance and #Starlinks unit economics. not sentiment. Importance terminal value. Markets price execution risk and absorption capacity. not destiny" [X Link](https://x.com/CryptoforniaX/status/1998699689995125092) 2025-12-10T10:21Z XXX followers, XX engagements "@shanaka86 #BTCs supply = math It's price = liquidity. #Halvings arent provable catalysts every rally aligned with macro expansion. 2024 front-ran event via #ETF flows. The real risk: fee-based security as subsidies fade. #Bitcoin is a high-beta liquidity barometer not a cycle machine" [X Link](https://x.com/CryptoforniaX/status/1998723670164808139) 2025-12-10T11:57Z XXX followers, XX engagements "#Bitcoin said you can't liquidate him π He knows too much π " [X Link](https://x.com/CryptoforniaX/status/1998881824513339864) 2025-12-10T22:25Z XXX followers, XX engagements "#ETH $3240$3250 and up modestly on macro optimism amid #Fed rate cues & broad risk-asset flows. Supply clusters at $2800 & $3180 acts key support/resistance. TA neutral-mixed sell pressure in short term but relief rallies have formed above $3300 with renewed buy interest" [X Link](https://x.com/CryptoforniaX/status/1999491199074513243) 2025-12-12T14:47Z XXX followers, XX engagements "The race between #BitcoinHyper and #IPOGenie isnt just hype its strategic. $Hyper aims to scale #BTC with L2 + DeFi while $IPO Genie targets #tokenised private-market access #AI-driven deal flow & real-world utility. In a maturing cycle utility wins the long game" [X Link](https://x.com/CryptoforniaX/status/1997314598303596961) 2025-12-06T14:38Z XXX followers, XX engagements "For those valuing structural depth over #hype $IPO Genie offers clearer tokenomics institutional-style mechanics and immediate utility. a potential edge before the next cycle imo" [X Link](https://x.com/CryptoforniaX/status/1997317984134779138) 2025-12-06T14:51Z XXX followers, XX engagements "#Zcash XXX pinned at XXX support after a XX% 24h drop. Reactive: $17.5M $ZEC longs at $XXX at risk of forced selling if support breaks. Anchored: Spot around 344/403 as BTC correlation turns negative. Next shift: #liquidation flush sub $XXX or reclaim $403" [X Link](https://x.com/CryptoforniaX/status/1997351923993706724) 2025-12-06T17:06Z XXX followers, XXX engagements "#MSTR Saylors risk-free #perpetual digital #yield pitch isnt innovation its narrative alchemy. Cant turn volatile #BTC into guaranteed money without hiding risk adding leverage or shifting exposure onto someone else. Yield isnt magic. Its paid for always by someone" [X Link](https://x.com/CryptoforniaX/status/1998707111145222429) 2025-12-10T10:51Z XXX followers, XX engagements "#AmericanBitcoin quietly added XXX #BTC this week lifting reserves to 4783 BTC and boosting its sats per share metric as $ABTC trades oversold and highly volatile. This isnt retail #FOMO. its a balance-sheet bet that #Bitcoin remains superior long duration collateral" [X Link](https://x.com/CryptoforniaX/status/1998799205759070346) 2025-12-10T16:57Z XXX followers, XX engagements "Thisπnews is basically #BTC trapped between defended $82K-$84K support and sellers $93K$95K with trend inflection above 107K or below 71k. Its not prediction its map. Range = inventory reset. Edge is reading which side runs out of fuel first" [X Link](https://x.com/CryptoforniaX/status/1998833391425433890) 2025-12-10T19:13Z XXX followers, XX engagements "#Superstate #SEC compliant #DirectIssuanceProgram on #Ethereum/#Solana is quiet but serious structural change. Public companies can raise in #stablecoins issue #tokenized #equity and update cap tables on-chain. Not hype new primary rails. The real trade is who controls this" [X Link](https://x.com/CryptoforniaX/status/1998840735484047663) 2025-12-10T19:42Z XXX followers, XX engagements "#Ethzilla buying XX% of #Zippy to #tokenize $14B of manufactured #HomeLoans is #RWA in its most interesting form. real credit risk real cash flows underserved borrowers on-chain distribution rails. Not interested in the PR but more on who underwrites buys/prices this paper" [X Link](https://x.com/CryptoforniaX/status/1998843566580445660) 2025-12-10T19:53Z XXX followers, XX engagements "@NefflynBe Lets optimise the shopping trolley before it turns into a macro event. Otherwise your credit card may face temporary quantitative tightening. π " [X Link](https://x.com/CryptoforniaX/status/1998869941949444541) 2025-12-10T21:38Z XXX followers, XX engagements "#MSTR Saylors #MENA pitch isnt about hype its a geopolitical bid. Hes pushing #BTC custody + credit to SWFs as a $200T collateral rail shifting power from #USD centric #finance to #MiddleEastern balance sheets. Even if one SWF adopts.global #Bitcoin repricing accelerates" [X Link](https://x.com/CryptoforniaX/status/1998893168801231151) 2025-12-10T23:10Z XXX followers, XX engagements "$BTCs whipsaw at $94K isnt trend its incentive structure. Thin liquidity #Binance inflows vs #Coinbase outflows and ongoing leverage resets created engineered stop-sweeps both ways. Macro uncertainty + real-yield pressure keeps #BTC pinned in a fragile range" [X Link](https://x.com/CryptoforniaX/status/1999044099081728086) 2025-12-11T09:10Z XXX followers, XX engagements "#Bitcoin said "markets dont reward ego rewards discipline". Trend breaks fast liquidity thins even faster. Banking profits = asymmetric strength. You dont need the top just the advantage. Stack wins not wishful thinking. What a great morning Thank you again #BTC π₯πΎπ" [X Link](https://x.com/CryptoforniaX/status/1999046153636368645) 2025-12-11T09:18Z XXX followers, XX engagements "#Bitcoin/#Crypto Participants provide intent. Exchanges convert intent into price. That conversion layer not whales - not retail is where power actually sits" [X Link](https://x.com/CryptoforniaX/status/1999423518891737240) 2025-12-12T10:18Z XXX followers, XX engagements "@shanaka86 #Crypto/#Bitcoin didnt end it professionalized. Volatility is being sold and managed not engineered out of existence. The edge now belongs to operators who read flows expiry mechanics and collateral pathways because thats where the new convexity hides" [X Link](https://x.com/CryptoforniaX/status/1999424776515797226) 2025-12-12T10:23Z XXX followers, XXX engagements "@shanaka86 $IBIT options OI 38B now #Deribit 32B combined share 87%. #IBIT holds XX% of the total #Bitcoin held by all U.S. spot #BTC #ETFs. Vol lower but regime still risk-on 30d IV 4050%. Cycle damped not dead. Expecting monetized vol + macro led drawdowns" [X Link](https://x.com/CryptoforniaX/status/1999457606369444357) 2025-12-12T12:33Z XXX followers, XXX engagements "@shanaka86 Your Substack shows strong #AI assistance: sustained metaphor density repetitive cadence high stamina prose data heavy claims w/sparse sourcing. Likely human directed thesis + LLM expansion/polish. AI-augmented thought leadership not pure AI nor pure institutional memo" [X Link](https://x.com/CryptoforniaX/status/1999459628900556947) 2025-12-12T12:41Z XXX followers, XXX engagements "@shanaka86 btw Oracle/OpenAI expose bilateral contagion risk: $300B contract negative FCF CDS at 141bps flag timing/adoption risk. Circular capex #Nvidia#OpenAI#Oracle amplifies correlation. Not insolvency. yet. Outcome hinges on enterprise #AI monetization speed vs funding runway" [X Link](https://x.com/CryptoforniaX/status/1999463781014073491) 2025-12-12T12:58Z XXX followers, XX engagements "@MastrXYZ 10/10s cascade showed #DeFi still #CEX oracle dependent: #Binance system glitch/price dislocation propagated via feeds triggering cross venue liquidations. Silence = reflexive adaptation not resilience. Systemic fragility is baseline until oracles + leverage get hard limits" [X Link](https://x.com/CryptoforniaX/status/1999468567327326694) 2025-12-12T13:17Z XXX followers, XX engagements "#China is weighing 200B500B ($28B$70B) new incentives for domestic #chipmakers (subsidies/financing) atop existing Big Fund support. Strategic aim: accelerate self-sufficiency under US controls. Market impact: tailwind CN semi supply chain; pressure on foreign incumbents" [X Link](https://x.com/CryptoforniaX/status/1999488979046187396) 2025-12-12T14:38Z XXX followers, XX engagements "#BTC consolidating $90K$95K. Holding key support $8890K Resistance $94K$97K caps upside. Momentum/volume weak range-bound regime. #ETF flows mixed #whales distributing. Macro liquidity supportive but not decisive. Break $95K = trend resumption Lose $88K = deeper reset" [X Link](https://x.com/CryptoforniaX/status/1999489960622325966) 2025-12-12T14:42Z XXX followers, XX engagements "#Zcash $XXX trending higher as volume spikes private-coin bids lift momentum $ZEC +12-13%. Resistance $472-$485 break above could target $600+ Failure under $XXX risks renewed consolidation. Mixed TA but short-term bias #bullish amid dynamic fee proposal and inflows" [X Link](https://x.com/CryptoforniaX/status/1999492430455063016) 2025-12-12T14:51Z XXX followers, XX engagements "#Privacy coins rotating bid #XMR/#ZEC/#DASH outperforming broader #crypto as capital seeks censorship resistance. Vol elevated but higher lows holding Relative strength vs majors improving. #Regulatory pressure caps upside but regime = defensive bid not mania" [X Link](https://x.com/CryptoforniaX/status/1999495069905354890) 2025-12-12T15:02Z XXX followers, XX engagements "@scottmelker #BTC shows classic distribution impulse down dead-cat bounce. $92.5K is reclaimed supply not strength. Failure to hold above turns it into resistance. Liquidity below $90K remains magnet. This is flow driven repair not trend resumption" [X Link](https://x.com/CryptoforniaX/status/1999517542373523886) 2025-12-12T16:31Z XXX followers, XX engagements "#SilkRoad wallets reactivated moving $3.1M to a new #Bitcoin: bc1q address while leaving $38$41M behind. Size is noise vs #ETF liquidity. this Signal is intent. Only #bearish if coins hit exchange/OTC desks. Otherwise likely re-keying/consolidation" [X Link](https://x.com/CryptoforniaX/status/1999519786204528840) 2025-12-12T16:40Z XXX followers, XX engagements "If a #SpaceX/#Starlink IPO hits. Then beta beneficiaries likely rerate: #EchoStar (SATS) as equity proxy; #RocketLab (RKLB) on space systems beta; satcom peers $IRDM $GSAT $ASTS; GEO/LEO ops $SESGL #Eutelsat/#OneWeb $VSAT plus #ProcureSpaceETFs (UFO) via basket flows" [X Link](https://x.com/CryptoforniaX/status/1999522810037719307) 2025-12-12T16:52Z XXX followers, XXX engagements "Chillin with #Bitcoin as usual" [X Link](https://x.com/CryptoforniaX/status/1999527899481711070) 2025-12-12T17:12Z XXX followers, XX engagements "#Bitcoin easily capable of making $10K profits per minute on a very slow day: $123K within XX minutes. Always take profits Thanks again #BTC π₯πΎ" [X Link](https://x.com/CryptoforniaX/status/1999529597902127466) 2025-12-12T17:19Z XXX followers, XX engagements "@TheBTCTherapist Narratives not signals. CZ/Lee/Pal/Saylor are #bullish. Finks $500K700K is conditional on 2%5% SWF allocs. Supercycle no drawdowns Track liquidity ETF flows perp funding/OI Authenticate Data Analyze Confirm position/execute accordingly imo" [X Link](https://x.com/CryptoforniaX/status/1999549012353962076) 2025-12-12T18:36Z XXX followers, X engagements "#Bitcoins biggest risk isnt #regulation or #tech. Its financialization without #sovereignty. #ETFs custodians rehypothecation + basis trades can suppress vol while centralizing control. Protocol is antifragile market structure isnt. Control at the margin decides outcomes" [X Link](https://x.com/CryptoforniaX/status/1999558118947107058) 2025-12-12T19:13Z XXX followers, XX engagements "#Sei and #Xiaomi are collaborating to pre-install a Sei #Web3 finance app on new Xiaomi phones global (ex #China/#USA) with #stablecoin payment support planned in retail. This expands mainstream #crypto access via default mobile wallet distribution" [X Link](https://x.com/CryptoforniaX/status/1999563738592985364) 2025-12-12T19:35Z XXX followers, XX engagements "#Wintermute transferred XXXXXX #BTC to an anonymous address starting with 3DdT63. The transfer was reported by #ChainCatcher using data from #Arkham at 03:05. This significant movement of #Bitcoin may prompt speculation about the intent behind the transaction" [X Link](https://x.com/CryptoforniaX/status/1999566480522793402) 2025-12-12T19:46Z XXX followers, XX engagements "#Wintermute news alone is inventory plumbing (custody shuffle/settlement/collateral) not directional. #Bearish only if it routes #BTC into CEX deposit wallets amid rising perp OI/funding" [X Link](https://x.com/CryptoforniaX/status/1999566482397675661) 2025-12-12T19:46Z XXX followers, XX engagements "#Phantom a #crypto wallet with over XX million users has integrated #Kalshi's #predictionmarkets into its app enabling users to trade on political crypto sports and cultural events using #Solana tokens or Phantoms $CASH #stablecoin" [X Link](https://x.com/CryptoforniaX/status/1999574797273985148) 2025-12-12T20:19Z XXX followers, XX engagements "#Tether has officially bid to acquire #Exors XXXX% stake in #JuventusFC fully funded with its own capital and with a 1B development commitment. The deal remains subject to Exor acceptance and regulatory clearance marking a potential landmark #crypto to #sports acquisition" [X Link](https://x.com/CryptoforniaX/status/1999578104625303881) 2025-12-12T20:32Z XXX followers, XX engagements "Here are approximate #Bitcoin annual ATH for the past X years: 2020: $29K on Dec XX 2021: $68743 (Nov peak) 2022: $48127 2023: $44344 2024: $108143 (new ATH) 2025: $126021 (new ATH)" [X Link](https://x.com/CryptoforniaX/status/1999580055198982414) 2025-12-12T20:40Z XXX followers, XX engagements "If #Bitcoin sustains 15%-17% annualized growth from $125K base then #BTC priced by year 2030: Base case XX% CAGR: $250K-$270K Bull XX% CAGR: $300K-$350K Allocation shock #ETFs/#Sovereigns: $400K+ ATH Constraint = balance-sheet absorption not belief. But 2026 π₯" [X Link](https://x.com/CryptoforniaX/status/1999585471345660082) 2025-12-12T21:01Z XXX followers, XX engagements "Edge #AI data-center AI. Real-time ULL models (autos/robotics/industrial) need on device compute CPUs/NPUs/SoCs not rack GPUs. #EdgeAI is underpenetrated multi-T TAM over time. #AMD benefits via Xilinx IP embedded SoCs heterogeneous compute per #LarryEllison of #Oracle" [X Link](https://x.com/CryptoforniaX/status/1999617225821683885) 2025-12-12T23:07Z XXX followers, XX engagements "#Exor/#Agnelli rejected #Tethers all-cash bid and stated no intent to sell or dilute #JuventusFC" [X Link](https://x.com/CryptoforniaX/status/1999635657237360806) 2025-12-13T00:21Z XXX followers, XX engagements "#Bitcoin is like. I went 10x crashed XX% resurrected repeatedly. You all begged for stability. Now Im boring and you all F panicking Im not broken Im watching you argue get bored and sell. then Ill F move π #BTC" [X Link](https://x.com/CryptoforniaX/status/1999842108446797887) 2025-12-13T14:01Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CryptoforniaX CryptoforniaXCryptoforniaX posts on X about bitcoin, liquidity, crypto, ipo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXXX% technology brands XXXX% exchanges XXXX% countries XXXX% currencies XXXX%
Social topic influence bitcoin #6125, liquidity #3822, crypto 9.23%, ipo #553, $90k #104, zec #499, ai 4.62%, oracle #896, mstr 3.08%, spacex XXXX%
Top accounts mentioned or mentioned by @shanaka86 @apompliano @cobratate @jacobkinge @strategys @nefflynbe @mastrxyz @scottmelker @thebtctherapist
Top assets mentioned Bitcoin (BTC) Zcash (ZEC) Solana (SOL) ProCap BTC (BRR) HyperChainX (HYPER) XLink Bridged BTC (ABTC) Ethereum (ETH) ETHZilla Corp (ETHZ) BTCs (Ordinals) (BTCS) Coinbase Global, Inc. (COIN) iShares BTC Trust (IBIT) Iridium Communications Inc. (IRDM) Globalstar, Inc. (GSAT) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Viasat Inc (VSAT) Crypto Sports (CSPN)
Top posts by engagements in the last XX hours
"$BRR formerly #ProCap trading post #SPAC with #BTC accumulation mandate #HODLing $445M at $90K. Backed by $750M raised positions itself along #MSTR style treasuries. Framing BTC as the new hurdle rate reflects a shift toward benchmark driven capital rotation. @APompliano"
X Link 2025-12-08T17:49Z XXX followers, XXX engagements
"@APompliano A $1.5T #SpaceX #IPO in 2026 isnt too low or inevitable $10T. Valuation depends on liquidity regulation defense reliance and #Starlinks unit economics. not sentiment. Importance terminal value. Markets price execution risk and absorption capacity. not destiny"
X Link 2025-12-10T10:21Z XXX followers, XX engagements
"@shanaka86 #BTCs supply = math It's price = liquidity. #Halvings arent provable catalysts every rally aligned with macro expansion. 2024 front-ran event via #ETF flows. The real risk: fee-based security as subsidies fade. #Bitcoin is a high-beta liquidity barometer not a cycle machine"
X Link 2025-12-10T11:57Z XXX followers, XX engagements
"#Bitcoin said you can't liquidate him π He knows too much π
"
X Link 2025-12-10T22:25Z XXX followers, XX engagements
"#ETH $3240$3250 and up modestly on macro optimism amid #Fed rate cues & broad risk-asset flows. Supply clusters at $2800 & $3180 acts key support/resistance. TA neutral-mixed sell pressure in short term but relief rallies have formed above $3300 with renewed buy interest"
X Link 2025-12-12T14:47Z XXX followers, XX engagements
"The race between #BitcoinHyper and #IPOGenie isnt just hype its strategic. $Hyper aims to scale #BTC with L2 + DeFi while $IPO Genie targets #tokenised private-market access #AI-driven deal flow & real-world utility. In a maturing cycle utility wins the long game"
X Link 2025-12-06T14:38Z XXX followers, XX engagements
"For those valuing structural depth over #hype $IPO Genie offers clearer tokenomics institutional-style mechanics and immediate utility. a potential edge before the next cycle imo"
X Link 2025-12-06T14:51Z XXX followers, XX engagements
"#Zcash XXX pinned at XXX support after a XX% 24h drop. Reactive: $17.5M $ZEC longs at $XXX at risk of forced selling if support breaks. Anchored: Spot around 344/403 as BTC correlation turns negative. Next shift: #liquidation flush sub $XXX or reclaim $403"
X Link 2025-12-06T17:06Z XXX followers, XXX engagements
"#MSTR Saylors risk-free #perpetual digital #yield pitch isnt innovation its narrative alchemy. Cant turn volatile #BTC into guaranteed money without hiding risk adding leverage or shifting exposure onto someone else. Yield isnt magic. Its paid for always by someone"
X Link 2025-12-10T10:51Z XXX followers, XX engagements
"#AmericanBitcoin quietly added XXX #BTC this week lifting reserves to 4783 BTC and boosting its sats per share metric as $ABTC trades oversold and highly volatile. This isnt retail #FOMO. its a balance-sheet bet that #Bitcoin remains superior long duration collateral"
X Link 2025-12-10T16:57Z XXX followers, XX engagements
"Thisπnews is basically #BTC trapped between defended $82K-$84K support and sellers $93K$95K with trend inflection above 107K or below 71k. Its not prediction its map. Range = inventory reset. Edge is reading which side runs out of fuel first"
X Link 2025-12-10T19:13Z XXX followers, XX engagements
"#Superstate #SEC compliant #DirectIssuanceProgram on #Ethereum/#Solana is quiet but serious structural change. Public companies can raise in #stablecoins issue #tokenized #equity and update cap tables on-chain. Not hype new primary rails. The real trade is who controls this"
X Link 2025-12-10T19:42Z XXX followers, XX engagements
"#Ethzilla buying XX% of #Zippy to #tokenize $14B of manufactured #HomeLoans is #RWA in its most interesting form. real credit risk real cash flows underserved borrowers on-chain distribution rails. Not interested in the PR but more on who underwrites buys/prices this paper"
X Link 2025-12-10T19:53Z XXX followers, XX engagements
"@NefflynBe Lets optimise the shopping trolley before it turns into a macro event. Otherwise your credit card may face temporary quantitative tightening. π
"
X Link 2025-12-10T21:38Z XXX followers, XX engagements
"#MSTR Saylors #MENA pitch isnt about hype its a geopolitical bid. Hes pushing #BTC custody + credit to SWFs as a $200T collateral rail shifting power from #USD centric #finance to #MiddleEastern balance sheets. Even if one SWF adopts.global #Bitcoin repricing accelerates"
X Link 2025-12-10T23:10Z XXX followers, XX engagements
"$BTCs whipsaw at $94K isnt trend its incentive structure. Thin liquidity #Binance inflows vs #Coinbase outflows and ongoing leverage resets created engineered stop-sweeps both ways. Macro uncertainty + real-yield pressure keeps #BTC pinned in a fragile range"
X Link 2025-12-11T09:10Z XXX followers, XX engagements
"#Bitcoin said "markets dont reward ego rewards discipline". Trend breaks fast liquidity thins even faster. Banking profits = asymmetric strength. You dont need the top just the advantage. Stack wins not wishful thinking. What a great morning Thank you again #BTC π₯πΎπ"
X Link 2025-12-11T09:18Z XXX followers, XX engagements
"#Bitcoin/#Crypto Participants provide intent. Exchanges convert intent into price. That conversion layer not whales - not retail is where power actually sits"
X Link 2025-12-12T10:18Z XXX followers, XX engagements
"@shanaka86 #Crypto/#Bitcoin didnt end it professionalized. Volatility is being sold and managed not engineered out of existence. The edge now belongs to operators who read flows expiry mechanics and collateral pathways because thats where the new convexity hides"
X Link 2025-12-12T10:23Z XXX followers, XXX engagements
"@shanaka86 $IBIT options OI 38B now #Deribit 32B combined share 87%. #IBIT holds XX% of the total #Bitcoin held by all U.S. spot #BTC #ETFs. Vol lower but regime still risk-on 30d IV 4050%. Cycle damped not dead. Expecting monetized vol + macro led drawdowns"
X Link 2025-12-12T12:33Z XXX followers, XXX engagements
"@shanaka86 Your Substack shows strong #AI assistance: sustained metaphor density repetitive cadence high stamina prose data heavy claims w/sparse sourcing. Likely human directed thesis + LLM expansion/polish. AI-augmented thought leadership not pure AI nor pure institutional memo"
X Link 2025-12-12T12:41Z XXX followers, XXX engagements
"@shanaka86 btw Oracle/OpenAI expose bilateral contagion risk: $300B contract negative FCF CDS at 141bps flag timing/adoption risk. Circular capex #Nvidia#OpenAI#Oracle amplifies correlation. Not insolvency. yet. Outcome hinges on enterprise #AI monetization speed vs funding runway"
X Link 2025-12-12T12:58Z XXX followers, XX engagements
"@MastrXYZ 10/10s cascade showed #DeFi still #CEX oracle dependent: #Binance system glitch/price dislocation propagated via feeds triggering cross venue liquidations. Silence = reflexive adaptation not resilience. Systemic fragility is baseline until oracles + leverage get hard limits"
X Link 2025-12-12T13:17Z XXX followers, XX engagements
"#China is weighing 200B500B ($28B$70B) new incentives for domestic #chipmakers (subsidies/financing) atop existing Big Fund support. Strategic aim: accelerate self-sufficiency under US controls. Market impact: tailwind CN semi supply chain; pressure on foreign incumbents"
X Link 2025-12-12T14:38Z XXX followers, XX engagements
"#BTC consolidating $90K$95K. Holding key support $8890K Resistance $94K$97K caps upside. Momentum/volume weak range-bound regime. #ETF flows mixed #whales distributing. Macro liquidity supportive but not decisive. Break $95K = trend resumption Lose $88K = deeper reset"
X Link 2025-12-12T14:42Z XXX followers, XX engagements
"#Zcash $XXX trending higher as volume spikes private-coin bids lift momentum $ZEC +12-13%. Resistance $472-$485 break above could target $600+ Failure under $XXX risks renewed consolidation. Mixed TA but short-term bias #bullish amid dynamic fee proposal and inflows"
X Link 2025-12-12T14:51Z XXX followers, XX engagements
"#Privacy coins rotating bid #XMR/#ZEC/#DASH outperforming broader #crypto as capital seeks censorship resistance. Vol elevated but higher lows holding Relative strength vs majors improving. #Regulatory pressure caps upside but regime = defensive bid not mania"
X Link 2025-12-12T15:02Z XXX followers, XX engagements
"@scottmelker #BTC shows classic distribution impulse down dead-cat bounce. $92.5K is reclaimed supply not strength. Failure to hold above turns it into resistance. Liquidity below $90K remains magnet. This is flow driven repair not trend resumption"
X Link 2025-12-12T16:31Z XXX followers, XX engagements
"#SilkRoad wallets reactivated moving $3.1M to a new #Bitcoin: bc1q address while leaving $38$41M behind. Size is noise vs #ETF liquidity. this Signal is intent. Only #bearish if coins hit exchange/OTC desks. Otherwise likely re-keying/consolidation"
X Link 2025-12-12T16:40Z XXX followers, XX engagements
"If a #SpaceX/#Starlink IPO hits. Then beta beneficiaries likely rerate: #EchoStar (SATS) as equity proxy; #RocketLab (RKLB) on space systems beta; satcom peers $IRDM $GSAT $ASTS; GEO/LEO ops $SESGL #Eutelsat/#OneWeb $VSAT plus #ProcureSpaceETFs (UFO) via basket flows"
X Link 2025-12-12T16:52Z XXX followers, XXX engagements
"Chillin with #Bitcoin as usual"
X Link 2025-12-12T17:12Z XXX followers, XX engagements
"#Bitcoin easily capable of making $10K profits per minute on a very slow day: $123K within XX minutes. Always take profits Thanks again #BTC π₯πΎ"
X Link 2025-12-12T17:19Z XXX followers, XX engagements
"@TheBTCTherapist Narratives not signals. CZ/Lee/Pal/Saylor are #bullish. Finks $500K700K is conditional on 2%5% SWF allocs. Supercycle no drawdowns Track liquidity ETF flows perp funding/OI Authenticate Data Analyze Confirm position/execute accordingly imo"
X Link 2025-12-12T18:36Z XXX followers, X engagements
"#Bitcoins biggest risk isnt #regulation or #tech. Its financialization without #sovereignty. #ETFs custodians rehypothecation + basis trades can suppress vol while centralizing control. Protocol is antifragile market structure isnt. Control at the margin decides outcomes"
X Link 2025-12-12T19:13Z XXX followers, XX engagements
"#Sei and #Xiaomi are collaborating to pre-install a Sei #Web3 finance app on new Xiaomi phones global (ex #China/#USA) with #stablecoin payment support planned in retail. This expands mainstream #crypto access via default mobile wallet distribution"
X Link 2025-12-12T19:35Z XXX followers, XX engagements
"#Wintermute transferred XXXXXX #BTC to an anonymous address starting with 3DdT63. The transfer was reported by #ChainCatcher using data from #Arkham at 03:05. This significant movement of #Bitcoin may prompt speculation about the intent behind the transaction"
X Link 2025-12-12T19:46Z XXX followers, XX engagements
"#Wintermute news alone is inventory plumbing (custody shuffle/settlement/collateral) not directional. #Bearish only if it routes #BTC into CEX deposit wallets amid rising perp OI/funding"
X Link 2025-12-12T19:46Z XXX followers, XX engagements
"#Phantom a #crypto wallet with over XX million users has integrated #Kalshi's #predictionmarkets into its app enabling users to trade on political crypto sports and cultural events using #Solana tokens or Phantoms $CASH #stablecoin"
X Link 2025-12-12T20:19Z XXX followers, XX engagements
"#Tether has officially bid to acquire #Exors XXXX% stake in #JuventusFC fully funded with its own capital and with a 1B development commitment. The deal remains subject to Exor acceptance and regulatory clearance marking a potential landmark #crypto to #sports acquisition"
X Link 2025-12-12T20:32Z XXX followers, XX engagements
"Here are approximate #Bitcoin annual ATH for the past X years: 2020: $29K on Dec XX 2021: $68743 (Nov peak) 2022: $48127 2023: $44344 2024: $108143 (new ATH) 2025: $126021 (new ATH)"
X Link 2025-12-12T20:40Z XXX followers, XX engagements
"If #Bitcoin sustains 15%-17% annualized growth from $125K base then #BTC priced by year 2030: Base case XX% CAGR: $250K-$270K Bull XX% CAGR: $300K-$350K Allocation shock #ETFs/#Sovereigns: $400K+ ATH Constraint = balance-sheet absorption not belief. But 2026 π₯"
X Link 2025-12-12T21:01Z XXX followers, XX engagements
"Edge #AI data-center AI. Real-time ULL models (autos/robotics/industrial) need on device compute CPUs/NPUs/SoCs not rack GPUs. #EdgeAI is underpenetrated multi-T TAM over time. #AMD benefits via Xilinx IP embedded SoCs heterogeneous compute per #LarryEllison of #Oracle"
X Link 2025-12-12T23:07Z XXX followers, XX engagements
"#Exor/#Agnelli rejected #Tethers all-cash bid and stated no intent to sell or dilute #JuventusFC"
X Link 2025-12-13T00:21Z XXX followers, XX engagements
"#Bitcoin is like. I went 10x crashed XX% resurrected repeatedly. You all begged for stability. Now Im boring and you all F panicking Im not broken Im watching you argue get bored and sell. then Ill F move π
#BTC"
X Link 2025-12-13T14:01Z XXX followers, XX engagements
/creator/twitter::CryptoforniaX