#  @MilkRoad Milk Road Ethereum is seeing significant growth, with application revenue now above $42m/day, the highest the network has ever produced, and stablecoin supply on Ethereum just crossing $184b. Additionally, institutions are taking notice, with a $500m bet that Solana outperforms Bitcoin and Ethereum, and Grayscale adding staking to its ETH and SOL ETNs. Meanwhile, the crypto market is preparing for a potential bull run, with some analysts predicting a surge in value. ### Engagements: [-------] [#](/creator/twitter::1476696261222936577/interactions)  - [--] Week [---------] +27% - [--] Month [---------] +242% - [--] Months [----------] -76% - [--] Year [----------] -11% ### Mentions: [---] [#](/creator/twitter::1476696261222936577/posts_active)  - [--] Week [---] +10% - [--] Month [---] +154% - [--] Months [-----] +44% - [--] Year [-----] +57% ### Followers: [------] [#](/creator/twitter::1476696261222936577/followers)  - [--] Week [------] +0.83% - [--] Month [------] +3.30% - [--] Months [------] +12% - [--] Year [------] +25% ### CreatorRank: [------] [#](/creator/twitter::1476696261222936577/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #3469 [cryptocurrencies](/list/cryptocurrencies) #1746 [stocks](/list/stocks) #3138 [exchanges](/list/exchanges) #255 [technology brands](/list/technology-brands) 12.27% [travel destinations](/list/travel-destinations) 6.13% [countries](/list/countries) 4.91% [financial services](/list/financial-services) #351 [currencies](/list/currencies) 1.84% [social networks](/list/social-networks) 1.84% **Social topic influence** [milk](/topic/milk) #96, [crypto](/topic/crypto) #1091, [$btc](/topic/$btc) #425, [bitcoin](/topic/bitcoin) #1070, [$eth](/topic/$eth) #1189, [ai](/topic/ai) #1622, [mrbeast](/topic/mrbeast) #885, [coinbase](/topic/coinbase) #50, [up to](/topic/up-to) #2515, [gold](/topic/gold) 6.44% **Top accounts mentioned or mentioned by** [@step](/creator/undefined) [@polymarket](/creator/undefined) [@mrbeast](/creator/undefined) [@bloomberg](/creator/undefined) [@lolast1400](/creator/undefined) [@milkroadmacro](/creator/undefined) [@0xpikki](/creator/undefined) [@coinbase](/creator/undefined) [@uniswap](/creator/undefined) [@tradingview](/creator/undefined) [@markyusko](/creator/undefined) [@levi_researcher](/creator/undefined) [@kalshi](/creator/undefined) [@fundstrat](/creator/undefined) [@theotherparker](/creator/undefined) [@0xneodallas](/creator/undefined) [@ddbmxacc](/creator/undefined) [@milkroadai](/creator/undefined) [@reserveprotocol](/creator/undefined) [@skyecosystem](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Coinbase Global Inc. (COIN)](/topic/coinbase) [BlackRock Inc (BLK)](/topic/blackrock) [iShares BTC Trust (IBIT)](/topic/$ibit) [Tether (USDT)](/topic/$usdt) [Solana (SOL)](/topic/$sol) [USDC (USDC)](/topic/$usdc) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) ### Top Social Posts Top posts by engagements in the last [--] hours "Investing in robotics is hard. We make it easy. We compared the specs of the top [--] humanoids so you can spot the winners early. Sign up for our FREE AI Newsletter today" [X Link](https://x.com/MilkRoad/status/2014712224095391889) 2026-01-23T14:50Z 96.9K followers, 190.5K engagements "The first SOL ETF approval deadline falls [--] days after Gary Gensler leaves office and [--] days after Trump takes charge. The likelihood of acceptance is very high. Join 330K+ crypto enthusiasts for daily insights. Subscribe now (its free)" [X Link](https://x.com/MilkRoad/status/1866813934373835091) 2024-12-11T11:55Z 96.5K followers, 717.8K engagements "Ethereum just broke a record most people dont know about. It became the fastest major asset in history to hit a $500B market cap. $ETH - [---] years. $AAPL - [--] years. $BTC - [--] years. Crypto is the fastest growing asset class in history" [X Link](https://x.com/MilkRoad/status/1959284546375217256) 2025-08-23T16:00Z 96.6K followers, 257.2K engagements "Up to $15B in forced selling just got taken off the table. The @MSCI_inc indexes roughly $18 Trillion in assets globally. They have officially decided not to exclude companies that hold $BTC or crypto on their balance sheets within its indexes. That removes a major overhang that markets were watching and avoids billions in forced selling. It also preserves access to trillions of dollars in index tracked capital. This is another bullish signal. JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes. JUST IN: MSCI decides not to exclude Bitcoin & crypto" [X Link](https://x.com/MilkRoad/status/2008681492277510436) 2026-01-06T23:26Z 96.7K followers, [----] engagements "Why Most Ethereum Layer 2s Are About to Disappear w/ @21shares Global Head of Research Eliezer Ndinga Most Ethereum L2s didnt fail. They solved the wrong problem. Scaling is no longer the bottleneck. Distribution users and apps are. Thats why [----] wont be about more L2s itll be about which ones survive. Tune in to know more TIME POINTS 00:00 Intro 01:10 Why Most Ethereum L2s Wont Survive [----] 04:20 Is This Bullish for $ETH 05:46 How to Evaluate L2s as an Investor 08:16 Regulated ICOs Go Mainstream 10:58 Will Crypto Treasury Companies Fail 14:00 ETFs vs Treasury Stocks 15:19 Reserve 15:45" [X Link](https://x.com/MilkRoad/status/2010299519099953534) 2026-01-11T10:35Z 96K followers, 10.6K engagements "Before Gary Gensler turned evil. ( Joining the SEC ) He taught a full MIT lecture explaining what blockchain actually is and what problem it was built to solve. Save this post. If you ever want a clean reset on cryptos first principles this is it" [X Link](https://x.com/MilkRoad/status/2010403835303596074) 2026-01-11T17:30Z 96.2K followers, [----] engagements "In the equity world there are plenty of indices that are used as benchmarks like the S&P [---] Nasdaq etc. But crypto doesn't really have that. Weve kind of defaulted to using Bitcoin as the http://x.com/i/article/2011396573776007168 http://x.com/i/article/2011396573776007168" [X Link](https://x.com/MilkRoad/status/2011472039060951395) 2026-01-14T16:14Z 96.1K followers, 32.5K engagements "Mr Beast x Bitmine Now $ETH has no choice but to hit $10k" [X Link](https://x.com/MilkRoad/status/2011823970471850243) 2026-01-15T15:33Z 96K followers, 59.6K engagements "Bitcoin Crash ETF Flows Tell a Very Different Story w/ @JSeyff ETF flows are the most misunderstood data point in crypto. Outflows dont always mean bearish. Sometimes its just mechanics unwinding. And on heavy red days The consistent pattern is surprisingly simple: people buy the dip. Tune in to know more TIME POINTS - Intro - The First Chart James Checks on Red Days - How $BTC ETFs React During Sell-Offs - Who Is Driving Crypto ETF Demand - Traders vs Long-Term Holders - How This Compares to Past Crypto Crashes - Which Crypto ETFs Are Winning Right Now - The Next Wave of Crypto ETF Filings -" [X Link](https://x.com/MilkRoad/status/2013728079772840003) 2026-01-20T21:39Z 96.5K followers, [----] engagements "Treasuries and commodities are now moving onchain. Tokenized U.S. Treasury value has grown from low single digit billions to well over $10B in a little over a year. BlackRocks $BUIDL fund alone sits around $1.7B and continues to grow. Gold followed the same path. $XAUT crossed $1.8B with $PAXG close behind and together they now control the vast majority of tokenized gold supply. Institutions are using blockchains to issue hold and transfer real assets at scale. https://twitter.com/i/web/status/2014737437273293187 https://twitter.com/i/web/status/2014737437273293187" [X Link](https://x.com/MilkRoad/status/2014737437273293187) 2026-01-23T16:30Z 96K followers, [----] engagements "The dollar is crashing and everyone's panicking. They've got it backwards. The U.S. dollar shed roughly 9% against major currencies in [----]. Another 1.5% vanished in the opening weeks of [----]. Financial media is treating this like a crisis. But when reliable returns disappear from classically safe dollar yield products like U.S. Treasuries capital doesn't sit idle. It moves further out along the risk curve. (Into asset classes like crypto). The last time the dollar fell this hard was [----]. A year in which $BTC moved from $1000 in January to $20000 in December. That's a 20x move in a [--] month" [X Link](https://x.com/MilkRoad/status/2015780907207303268) 2026-01-26T13:36Z 96.1K followers, 23.9K engagements "BlackRock just moved $203M in crypto to Coinbase Prime in under an hour. $159M of $BTC from $IBIT $44M of $ETH via $ETHA (Signaling intent to sell) Here's a blend of what likely influenced the move: - Trump just threatened 100% tariffs on Canada - There's a 75% chance of a government shutdown this week - The Fed has a 97.2% probability of holding rates steady Pick your poison. (But its most likely the first two. Rate cuts should already be priced in at this point). Any one of these headlines hitting at the right (or wrong) time has the potential to trigger risk-off positioning. All three" [X Link](https://x.com/MilkRoad/status/2015812419134849265) 2026-01-26T15:41Z 96.2K followers, [----] engagements "Tether is expected to make $20B in [----] earnings. In terms of bank profits that would make it a top [--] earner. And this is all outside of the potential $1.5B in unrealized gains it has made on its recent gold purchase(s). Video: @WilfredFrost's Master Investor Podcast Hows this for a trade In Q4 of last year Tether quietly acquired [--] tons of gold. That single purchase was worth $4.4B at the time. Today That position is up 34% (best case). We're talking a potential $1.5B gain in a few months. Now here's what most people are missing https://t.co/pUDOrWvuxN Hows this for a trade In Q4 of last" [X Link](https://x.com/MilkRoad/status/2015883756893306941) 2026-01-26T20:25Z 96.2K followers, 23.2K engagements "What Coinbase Ventures Is Buying in Crypto Right Now w/ Head of @coinbase Ventures @HoolieG The real AI x crypto play isnt AI tokens. Its AI agents paying AI agents onchain. Tune in to know more TIME POINTS 00:00 - Intro 01:01 - Coinbase Ventures Best Investments 05:19 - Prediction Markets vs SocialFi 07:07 - How Coinbase Ventures Invests 08:33 - Market Timing vs Conviction 12:02 - Sponsor: Chainlink 12:22 - Sponsor: Bridge 12:45 - Why Stablecoins Could Still 100x 17:04 - How Retail Gets Early Access 21:10 - Top Sectors Coinbase Is Backing 25:50 - Crypto x AI x Robotics 31:15 - Is the 4-Year" [X Link](https://x.com/MilkRoad/status/2015908465449787824) 2026-01-26T22:03Z 96.1K followers, [----] engagements "@reserveprotocol @CoinMarketCap @Aster_DEX Learn more about the CMC20 below: https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V" [X Link](https://x.com/MilkRoad/status/2016107529781297501) 2026-01-27T11:14Z 96.2K followers, [---] engagements "Everyone's focused on silver breaking resistance and going parabolic thanks to its safe-haven status But the story behind the scenes isn't about a flight to safety. It's hidden in the industrial data. The data centers powering your ChatGPT queries and the solar panels generating their electricity are vacuuming up silver at unprecedented rates. While every EV rolling off the line is packed with silver. Electrical contacts. Switches. Relays. Fuses. Battery systems. Charging infrastructure. Circuit boards The common narrative wants you to think this is fear-driven safe haven buying. And that's" [X Link](https://x.com/MilkRoad/status/2016142105589252319) 2026-01-27T13:31Z 96K followers, 14.1K engagements "@HYPERneobank @jerallaire @theallinpod For trading it or accessing it" [X Link](https://x.com/MilkRoad/status/2016154276733542868) 2026-01-27T14:20Z 96.2K followers, [--] engagements "Crypto has been the worst performing asset class of the last [--] months and nobody wants to talk about it. Look at these numbers: Silver: +267% Gold: +84% Copper: +38% Nasdaq: +22% S&P 500: +16% Russell 2000: +16% $BTC: -14% $ETH: -8% Total crypto market cap: -14% Altcoins: -50% Every single traditional asset class is green. Commodities are ripping. Even small caps managed to post gains. Meanwhile crypto the supposed hedge against everything the "uncorrelated asset" the future of finance is the only red on the board. Not slightly underperforming. Dead last. When risk assets rallied crypto" [X Link](https://x.com/MilkRoad/status/2016161883112571037) 2026-01-27T14:50Z 96K followers, 30.6K engagements "Consumer confidence just crashed to levels we haven't seen since [----]. That's worse than COVID Here's what just happened and what it means for 2026's outlook: The latest data shows Americans are the most pessimistic they've been in over a decade. The share of people saying jobs are hard to get is the highest since February [----]. All while fewer and fewer people expect their incomes to rise. Which might feel weird given that asset markets are sitting at or near all-time highs right now. But that highlights the massive disconnect that has been forming over the past year or so. And it feels like" [X Link](https://x.com/MilkRoad/status/2016193374362206464) 2026-01-27T16:55Z 96K followers, 16.1K engagements "Why You Only Have Until [----] to Build Wealth w/ @RealVision Founder @RaoulGMI Gold is moving. Crypto isnt. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more TIME POINTS 00:00 Intro 00:52 Why the [----] Crypto Cycle Is Different 03:50 Global Liquidity: The Real Driver of Crypto 09:08 Raoul Pal x Milk Road PRO Offer 09:22 The Damage From the Biggest Crypto Liquidation 12:29 When Retail Comes Back to Crypto 14:31 $BTC vs Gold: The Catch-Up Trade 16:18 The Macro Case for a 5-Year Cycle 18:33 What Happens After" [X Link](https://x.com/MilkRoad/status/2016260115566100506) 2026-01-27T21:20Z 96.3K followers, 110.3K engagements "@Fidelity @RWA_xyz Edit: $5.9T (with a T) asset manager" [X Link](https://x.com/MilkRoad/status/2016564165972820460) 2026-01-28T17:28Z 96.2K followers, [---] engagements "DeFi's biggest problem isn't technology. It's translation. Traditional finance runs on quarterly reports standardized metrics and verifiable data. DeFi runs on Discord alpha Twitter threads and "trust me bro" tokenomics. This mismatch has kept billions in institutional capital on the sidelines. But @SkyEcoInsights just made a move to fix that. They've established an independent analytical resource solely focused on one thing: Institutional-grade financial reporting for the @SkyEcosystem. I.e. Theyre meeting traditional investors where they are by speaking a language theyre used to: -" [X Link](https://x.com/MilkRoad/status/2016624781983174911) 2026-01-28T21:29Z 96.2K followers, [----] engagements "Robinhood just made its second big move in 24hrs quietly investing in institutional crypto infrastructure. The retail trading big-dogs joined a $45M extension round for @talostrading a company that builds unified trading technology for institutions. This pushes Talos's Series B to $150M total. And the investor list reads like a who's who of serious money: Sony Innovation Fund IMC Trading Andreessen Horowitz and Fidelity all put capital behind this. Here's why this matters more than your average funding headline: Talos isn't building consumer apps. They're building the pipes that connect" [X Link](https://x.com/MilkRoad/status/2016892620111564976) 2026-01-29T15:14Z 96.1K followers, [----] engagements "Yikes China just dumped U.S. Treasuries to an 18-year low while stacking gold at record pace. Beijing now holds just $682.6B in U.S. government debt down from over $1.1T at peak levels. They've fallen to third place behind Japan and the UK. Meanwhile the People's Bank of China pushed gold reserves to [----] tonnes extending a 14-month buying streak. This is significant because we're watching a superpower actively de-dollarize in real time. For years China recycled trade surpluses into U.S. Treasuries. It was the default playbook: Safe liquid dollar-denominated. But that playbook is now being" [X Link](https://x.com/MilkRoad/status/2016903202755793340) 2026-01-29T15:56Z 96.2K followers, 11K engagements "$220M in "zombie $ETH" is about to come back to life. But most people have no idea what's actually happening or why - so here's a beat-by-beat: Back in [----] a hacker drained 3.6M $ETH from TheDAO the first major DeFi experiment. Ethereum hard forked to recover most funds but some $ETH went unclaimed and sat dormant for nearly a decade. Now [-----] $ETH (roughly $220M) is being deployed to fund audits security tools and teams protecting DeFi protocols and wallets. No corporate agenda. Just battle-scarred veterans (like Vitalik Taylor Monahan and Alex Van de Sande) who remember what happens when" [X Link](https://x.com/MilkRoad/status/2016911009680937446) 2026-01-29T16:27Z 96.1K followers, 11.9K engagements "BREAKING: The Senate Agriculture Committee just advanced the CLARITY Act Most people have no idea how far this bill still has to travel from here on out. So let's fix that: First the committee files its official report and the bill lands on the Senate Legislative Calendar. Then Majority Leader Thune decides when to bring it to the floor. If there's a unanimous consent agreement debate moves fast with set limits on amendments and timing. If not we're looking at a motion to proceed which can get filibustered. If it reaches debate senators will fight over the fine print. (Consumer protections" [X Link](https://x.com/MilkRoad/status/2016914670549160008) 2026-01-29T16:41Z 96.7K followers, 63.1K engagements "Something just triggered a coordinated liquidation across every major asset class - we're talking $5T+ gone Gold down 8.2% ($3T gone) Silver down 12.2% ($760B wiped) S&P [---] down 1.23% ($780B removed) Nasdaq down 2.5% ($760B shed in hours) Bitcoin down 4.34% ($100B quickly erased) We're looking at roughly $5.4T erased from global markets in a single session. This smells less like random profit-taking and more like a liquidity event. Simultaneous selling pressure across precious metals equities and crypto - all moving in lockstep That ain't exactly normal. Jury's still out but it feels like" [X Link](https://x.com/MilkRoad/status/2016927989850837281) 2026-01-29T17:34Z 96.7K followers, 44.4K engagements "One of the most important financial decisions of the decade is set to happen next week: Trump is naming a new Fed Chair. The betting markets have a clear favorite: Rick Rieder. If that name doesn't ring a bell it should. He's BlackRock's CIO of Global Fixed Income managing over $2.4T in assets. More importantly he's publicly pro-Bitcoin. Rieder has gone on record multiple times saying $BTC belongs in portfolios calling it 'a durable mechanism' and 'a legitimate store of value.' Now imagine that perspective sitting in the most powerful monetary policy seat on Earth." [X Link](https://x.com/MilkRoad/status/2016934623776014744) 2026-01-29T18:01Z 96.4K followers, 21.5K engagements "Consumer confidence hit a [--] year low on Tuesday and similar cracks are beginning to show in recent housing market data. [--] in every [--] home purchases was canceled in December. That's the highest rate for any December on record going back to [----]. Everyone's focused on home prices as the health indicator. And yes prices have been remarkably sticky despite everything we've thrown at them. But here's what that analysis misses: Price is a lagging indicator. Contract cancellations are a leading one. 40000+ pending US home sales fell out of contract last month alone according to Redfin. That's not a" [X Link](https://x.com/MilkRoad/status/2016964229677666567) 2026-01-29T19:58Z 96.4K followers, [----] engagements "Will the Rotation From Gold to Bitcoin Actually Happen w/ @BitwiseInvest CIO @Matt_Hougan & Head of Research @RasterlyRock Central banks dont buy the best technology. They buy what feels safest until it doesnt. Tune in to know more TIME POINTS 00:00 Intro 00:54 Why Gold & Silver Are Ripping 05:13 Why Central Banks Choose Gold 08:28 Golds Comeback: A Quick History 13:36 Is Gold Rotating Into Bitcoin 18:07 Can $BTC Catch Up to Gold 22:15 Bridge 22:48 Chainlink 23:09 Clarity Act: What Changed 24:48 Government Shutdown Risk 26:21 Does Crypto Need Permission 31:39 Gold-Backed Stablecoins 33:41" [X Link](https://x.com/MilkRoad/status/2017002295372693621) 2026-01-29T22:29Z 96.1K followers, 13.9K engagements "The [----] 'Stealth Bear Market' theory from yesterday's pod would explain A LOT: Last year the headlines screamed bullish. BlackRock was filing paperwork. Fidelity was making moves. Regulatory clarity was on the horizon. Your timeline was full of optimism. But while everyone was celebrating the "institutional adoption" narrative - altcoins were getting absolutely rinsed. - Polkadot. Down 60-70%. - Cardano. Down 60-70%. - Avalanche. Same story. This was a stealth bear market and most people missed it entirely. Why isn't this common knowledge Because $BTC masked the carnage. Bitcoin only dropped" [X Link](https://x.com/MilkRoad/status/2017232646250926533) 2026-01-30T13:45Z 96.2K followers, [----] engagements "BREAKING: President Trump just named Kevin Warsh as the new Fed Chair. This is Kevin speaking on $BTC. BULLISH Save this video. It's history" [X Link](https://x.com/MilkRoad/status/2017236620269797470) 2026-01-30T14:01Z 96.1K followers, 15.8K engagements "Wholesale inflation just came in scorching hot. This could change the rate cut calculus for [----]. Let me break down what happened why it matters and what it means for your portfolio: New Producer Price Index data dropped today (the same day Trump nominated Kevin Warsh to replace Jerome Powell). Historically Warsh was a known hawk (didn't like to cut rates) - but has recently begun to express more dovish views (open to cuts). Well see where he shakes out But even vague question marks around his stance could create uncertainty in the face of rising inflation - where market players do the" [X Link](https://x.com/MilkRoad/status/2017251818510934028) 2026-01-30T15:01Z 96.4K followers, 12.3K engagements "Kazakhstan just made a $350M bet on crypto from its national reserves. The National Bank of Kazakhstan announced it's allocating $350M to a new national crypto fund through its subsidiary the National Investment Corporation. The money will flow through five hedge funds initially then expand into venture funds focused on digital assets. The hedge fund approach gives them active management and downside protection not just passive holdings. Plus they're also going to be supplementing the allocation with cryptocurrencies seized by law enforcement essentially turning confiscated assets into" [X Link](https://x.com/MilkRoad/status/2017285283356791042) 2026-01-30T17:14Z 96.2K followers, [----] engagements "Precious metals are nuking (again) $7 TRILLION has evaporated from precious metals in [--] hours. (That's the equivalent of the total crypto market going to zero - 2.5x over) The entire precious metals complex is in free fall: GOLD crashed 13.6% below $4900. SILVER collapsed 30% below $85. PLATINUM dropped 27.25% below $2100. PALLADIUM fell 21.5% below $1700. Stay safe out there folks: This much capital destruction can create ripple effects. Watch for contagion into other asset classes. https://twitter.com/i/web/status/2017314339980804120 https://twitter.com/i/web/status/2017314339980804120" [X Link](https://x.com/MilkRoad/status/2017314339980804120) 2026-01-30T19:09Z 96.1K followers, 44.2K engagements "The first U.S. bank failure of [----] just happened on the same day silver had its worst crash in [--] years. Illinois regulators just shut down Chicagos Metropolitan Capital Bank & Trust ($261M) citing unsafe conditions and weak capital. The FDIC stepped in immediately. First Independence Bank in Detroit is assuming nearly all deposits and assets. By itself this might have gotten lost in the noise of the newsfeed But it happened alongside something far more dramatic. Spot gold plunged over 12% to around $4900 per ounce. Silver collapsed more than 30% to about $85 its steepest single-day drop" [X Link](https://x.com/MilkRoad/status/2017637192437534775) 2026-01-31T16:32Z 96.4K followers, 58.7K engagements "Many are still scratching their heads confused about why precious metals tanked this week. Short answer: Kevin Warshs Fed Chair nomination was the straw that broke the camels back. Long answer: This was an uncertainty trade unwinding in real time. For months markets had no idea who would lead the Federal Reserve. That ambiguity was rocket fuel for hard assets. Gold and silver love uncertainty. When nobody knows where monetary policy is headed investors pile into things that can't be printed. Then Kevin Warsh's odds of becoming Fed Chair spiked. And everything shifted 1/ Markets had priced in" [X Link](https://x.com/MilkRoad/status/2017645577182597526) 2026-01-31T17:06Z 96.4K followers, 10.4K engagements "$70000000000 just vanished from crypto in a [--] min span. If you have wallet notifications turned on and are freaking out right now - here's a step by step of what actually happened: This sell off is the result of (more) bad news hitting a market already on edge. Think of it like a Jenga tower that's been wobbling for weeks. Someone finally pulled the wrong block. $BTC had already dropped from recent highs to around $84k by January 30th. Liquidity is paper thin right now because its a Saturday (weekend trading is notorious for violent moves). Take that and add: - Explosions at Iran's Bandar" [X Link](https://x.com/MilkRoad/status/2017650446186496300) 2026-01-31T17:25Z 96.1K followers, 99.9K engagements "Save this post before the algorithm buries it: "It's the beginning of the end of the monetary system as we know it." Ray Dalio predicts the collapse of the U.S. Dollar and all fiat currencies" [X Link](https://x.com/MilkRoad/status/2017673048829399376) 2026-01-31T18:55Z 96.6K followers, 13.6K engagements "@DebtDaddyDave That's the eternal question. There IS a CME gap to the upside $84k - but its not guaranteed that it will immediately fill (or at all)" [X Link](https://x.com/MilkRoad/status/2017703099972952214) 2026-01-31T20:54Z 96.7K followers, [---] engagements "Tom Lee on Thursday: ETH might go to $2400 but its a touch and thats the bottom. Today: $ETH touched $2400. . but is this the bottom (Save this and come back in [--] week)" [X Link](https://x.com/MilkRoad/status/2017750552369893747) 2026-02-01T00:03Z 96.3K followers, 46.3K engagements "Truflation's US CPI just cratered from 1.24% to 0.86% in a single reading. That's their lowest inflation print since [----]. Meanwhile markets are still pricing in "higher for longer" and the Fed is holding rates at restrictive levels. Something doesn't add up. The official CPI narrative says inflation is sticky around 2.5-3%. Independent real-time data says we're already below 1%. That's roughly a 3x divergence between what the government reports and what prices are actually doing on the ground. Here's what's driving the collapse: - Utilities down 0.13%. - Clothing down 0.08%. - Housing down" [X Link](https://x.com/MilkRoad/status/2017980020812365913) 2026-02-01T15:15Z 96.6K followers, 35.5K engagements "A tighter balance sheet means less liquidity less liquidity means less cash finding its way into asset markets. If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter Fed balance sheet which means less liquidity across markets. https://t.co/fye4ds2o06 If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter" [X Link](https://x.com/MilkRoad/status/2017987564687466906) 2026-02-01T15:45Z 96.5K followers, [----] engagements "Power is about to become a real problem. Americas electricity grid is already struggling and AI data centers are the main reason. To put it in perspective a single Microsoft data center can require up to [---] megawatts of power. Thats the same as a city. Without upgrades grid operators have warned about the risk of rolling blackouts. This is exactly the problem @FuseEnergy is trying to solve. What makes Fuse different is that they didnt skip the hard parts. Theyve spent the last three years building the infrastructure that most DePIN projects ignore. @FuseEnergy is fully vertically integrated." [X Link](https://x.com/MilkRoad/status/2018055517638410417) 2026-02-01T20:15Z 96.2K followers, [----] engagements "This account correctly called $BTC's fall from ATHs and now its calling for a 40% gain - starting today: "BTC can dump anywhere between -20% and -77% by next pivot between [--] November and [--] February" "It would be ridiculous if BTC only dumps [--] to 34%. Logically it should be more than that but smaller than 77%" ✅ BTC fell -40% between its Oct [--] [----] ATH and Feb [--] (today). Ok so where to from here Based on their yearly cycle analysis. "The next pivot around [--] February for a +40% move." Which would put us at $104k between now and September. Save this post and come back in [--] months. Update: This" [X Link](https://x.com/MilkRoad/status/2018307159256375787) 2026-02-02T12:54Z 96.1K followers, 104.5K engagements "BREAKING: ISM PMI just came in at [----] vs [----] expected This [--] point beat is MASSIVE. Especially when market fear is peaking like it is. Heres what it tells us: U.S. manufacturing purchasing managers are buying goods at a pace nobody predicted. This matters because the ISM PMI is one of the cleanest reads on economic momentum we have. It surveys purchasing managers across U.S. manufacturing basically asking: "Are you buying stuff because you expect economic growth or holding back because you expect weakness" And their feedback holds REAL weight. These aren't retail investors or Twitter" [X Link](https://x.com/MilkRoad/status/2018351994373845064) 2026-02-02T15:53Z 96.4K followers, 78K engagements "@mikealfred This is everything. Above [--] indicates expansion. Below [--] indicates contraction. A [----] print is the highest the ISM has been since [----] https://x.com/MilkRoad/status/2018351994373845064 BREAKING: ISM PMI just came in at [----] vs [----] expected This [--] point beat is MASSIVE. Especially when market fear is peaking like it is. Heres what it tells us: U.S. manufacturing purchasing managers are buying goods at a pace nobody predicted. This matters because the ISM https://t.co/Xeffdz3OEF https://x.com/MilkRoad/status/2018351994373845064 BREAKING: ISM PMI just came in at [----] vs 48.5" [X Link](https://x.com/MilkRoad/status/2018354502332494149) 2026-02-02T16:03Z 96.5K followers, 53.1K engagements "The Bitmine bankruptcy bears are about to look absolutely foolish. At current $ETH prices ($2350) Bitmine is pulling in $25M per month just from staking. They're also sitting on $586M in USD that's generating another $2M monthly. All with roughly $14B worth of $ETH on their balance sheet and zero debt on their books. This isn't some degen operation praying for a pump. This is a cash flow machine with a fortress for a balance sheet. But for some reason they're about to fire sale their $ETH and collapse into bankruptcy The math aint mathin on that thesis. The blowups of [----] may have" [X Link](https://x.com/MilkRoad/status/2018376763752194248) 2026-02-02T17:31Z 96.7K followers, 206.3K engagements "If the last week has taught us anything its that onchain markets DO NOT MATTER. at least not yet. $9T moved in traditional markets last Thursday alone: $5.4T down (mostly precious metals). $3.6T back up. All of it happening on legacy rails. And all of it highlighting how onchain markets are still just a very small player on a very large field. But what makes onchain markets different is that theyre on a trajectory to become the field ITSELF. That's why we keep harping on about the Total RWA Value chart being the most important chart in crypto right now. Every basis point of growth represents" [X Link](https://x.com/MilkRoad/status/2018389903906939199) 2026-02-02T18:23Z 96.2K followers, 35.4K engagements "This deserves WAY more attention than it's getting $HYPE is ripping while everything else bleeds - and it's all thanks to RWAs. Last week Hyperliquid captured 2% of the world's primary silver market. But they only listed silver [--] days ago. Two percent of global silver trading volume on an asset they listed just a month ago Thats INSANE. This is what were getting at with the nothing else matters except RWA adoption tilt were on right now. Fees on Hyperliquid are paid in $HYPE. All that silver trading volume didn't just help $HYPE survive the crypto market nuking. It meant it thrived. $HYPE" [X Link](https://x.com/MilkRoad/status/2018417663475933676) 2026-02-02T20:14Z 96.5K followers, 18.8K engagements "The name of the DAT game is typically to sell shares buy asset of choice. With an ETH treasury you can add staking yield on top yes - but they won't use the staking yield to buy more ETH as staking yields are already paid in ETH. Any yield they earn on their dollar cash piles can be put into ETH though https://twitter.com/i/web/status/2018428863928270867 https://twitter.com/i/web/status/2018428863928270867" [X Link](https://x.com/MilkRoad/status/2018428863928270867) 2026-02-02T20:58Z 96.4K followers, [---] engagements "HOLY HELL January's stablecoin volume hit $10.3T. (Last year's ENTIRE annual volume was $33T) We just did nearly a THIRD of that in [--] days. $USDC alone processed $8.4T in January. That's more than double Visa's entire Q1 payment volume of $4T. - $USDT added another $1.8T. - $DAI at $58.1B. - $USDS at $57.7B. The use of tokenized dollars is scaling faster than anyone expected. And I know I know - stablecoins are stable (and that makes them boring) But this isn't about stablecoins. It's about the pipes. RWAs are the most important sector in crypto right now. The higher RWAs clims the more of" [X Link](https://x.com/MilkRoad/status/2018674211020329355) 2026-02-03T13:13Z 96.1K followers, 17.4K engagements "@QuintenFrancois Winners for stable volume January by chain were: - Base $5.8T - Ethereum $2.2T - Tron $672.0B (What makes Base's win all the more impressive is that it's 6th overall for stable supply) https://x.com/MilkRoad/status/2018674211020329355 HOLY HELL January's stablecoin volume hit $10.3T. (Last year's ENTIRE annual volume was $33T) We just did nearly a THIRD of that in [--] days. $USDC alone processed $8.4T in January. That's more than double Visa's entire Q1 payment volume of $4T. - $USDT added another $1.8T. https://t.co/Cj8puT3Icw https://x.com/MilkRoad/status/2018674211020329355" [X Link](https://x.com/MilkRoad/status/2018675527872057570) 2026-02-03T13:18Z 96.2K followers, [---] engagements "@Degenmike06 Winners for stable volume January by chain were: #1 - Base $5.8T #2 - Ethereum $2.2T #3 - Tron $672.0B (Base's win is all the more impressive as it's 6th overall for stable supply) https://x.com/MilkRoad/status/2018674211020329355 HOLY HELL January's stablecoin volume hit $10.3T. (Last year's ENTIRE annual volume was $33T) We just did nearly a THIRD of that in [--] days. $USDC alone processed $8.4T in January. That's more than double Visa's entire Q1 payment volume of $4T. - $USDT added another $1.8T. https://t.co/Cj8puT3Icw https://x.com/MilkRoad/status/2018674211020329355 HOLY" [X Link](https://x.com/MilkRoad/status/2018675888561287555) 2026-02-03T13:20Z 96.2K followers, [---] engagements "Gold and silver just staged one of the most aggressive rebounds in recent memory (again) After last week's historic plunge spot gold ripped 12.39% from its lows to hit $4949. Silver was even more violent surging 23.2% off lows to $87.94 per ounce. We're talking trillions in market value added in a matter of hours. (That's multiple crypto market cap equivalents wiped and re-added in the past week) The selloff looked catastrophic on the surface. Profit-taking & potential liquidity issues cascaded into margin calls. Fears around a hawkish Fed chair nominee added fuel. For a moment it felt like" [X Link](https://x.com/MilkRoad/status/2018680502501163125) 2026-02-03T13:38Z 96K followers, [----] engagements "When the market nuked on Saturday we noted one of the things to watch for a recovery was ETF flow direction this week. Well we come bearing good news Bitcoin ETFs just saw $561.8M of inflows as institutions bought the dip yesterday. Every single major ETF recorded either positive or neutral flows. Zero outflows (not a one). This is the first step in reversing late January's $1.49B in weekly exits as $BTC dipped below $80K. Institutions are buying in the $78K to $79K range - the exact zone where retail has been capitulating. Institutional players operate on longer time horizons with access to" [X Link](https://x.com/MilkRoad/status/2018693943739986355) 2026-02-03T14:31Z 96.7K followers, 12.5K engagements ""The original vision of L2s and their role in Ethereum no longer makes sense" - @VitalikButerin Here's Vitaliks rethink of the Ethereum L2 vision explained in [--] mins. (Save this. You'll come back to it) The original vision for L2s was simple: They would be "branded shards" of Ethereum providing massive scaling while inheriting all of Ethereum's security guarantees. Your transactions would be valid uncensored and irreversible as long as Ethereum itself kept running. That vision is now blurring. First the L1 is scaling on its own. Fees have dropped to [----] gwei. Block gas limits are targeting a" [X Link](https://x.com/MilkRoad/status/2018747921672577320) 2026-02-03T18:06Z 96.1K followers, 26.1K engagements "Please no more winning - New yearly low for $BTC at $72.9k - 85% chance Bitcoin drops below $70k according to Kalshi - $276.05M of liquidations in the past hour ($270M of which were longs)" [X Link](https://x.com/MilkRoad/status/2018764580730921304) 2026-02-03T19:12Z 96.2K followers, [----] engagements "@ParadoxUnboxed Hahaha forgive us for our sins" [X Link](https://x.com/MilkRoad/status/2018821230015762865) 2026-02-03T22:57Z 96K followers, [---] engagements "@NotVanGogh88 @overdrive_sol @base @bankrbot I have zero idea how to claim it but I like this" [X Link](https://x.com/MilkRoad/status/2018850275302498354) 2026-02-04T00:53Z 96K followers, [----] engagements "@reserveprotocol We pick the CMC20: https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V" [X Link](https://x.com/MilkRoad/status/2019040238170177688) 2026-02-04T13:27Z 96.2K followers, [---] engagements "Ripple Prime just integrated Hyperliquid. Heres who wins and how. ( $HYPE vs. $XRP holders ) This integration means more institutional capital will start flowing through Ripple's compliant infrastructure directly onto Hyperliquid's platform. We're talking about a major prime broker building a bridge between Wall Street and the protocol that already dominates onchain perpetuals with over 70% market share. This will likely push trading volume on Hyperliquid higher over time as institutions get comfortable. Daily volume is already multi-billion. Protocol revenue already sits at $1.5 to $4M+" [X Link](https://x.com/MilkRoad/status/2019078256167997950) 2026-02-04T15:59Z 96.6K followers, [----] engagements "Didn't hear a direct 'no' to the idea of the U.S. gov. actively buying $BTC. Does this mean the cards are still on the table" [X Link](https://x.com/MilkRoad/status/2019098105631896026) 2026-02-04T17:17Z 96.2K followers, 20.8K engagements "@Kalshi Even so. https://x.com/MilkRoad/status/2019098105631896026 Didn't hear a direct 'no' to the idea of the U.S. gov. actively buying $BTC. Does this mean the cards are still on the table https://t.co/jh6DoDUw16 https://x.com/MilkRoad/status/2019098105631896026 Didn't hear a direct 'no' to the idea of the U.S. gov. actively buying $BTC. Does this mean the cards are still on the table https://t.co/jh6DoDUw16" [X Link](https://x.com/MilkRoad/status/2019098546100924832) 2026-02-04T17:19Z 96.1K followers, [----] engagements "Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating. Big players positioning to buy the dip is the easy narrative. But the bigger story is what this tells us about market infrastructure. Stablecoin supply hitting new all-time highs during a crypto drawdown isn't the bullish signal most people think it is. Rising supply has historically preceded bull runs yes. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. Supply growth" [X Link](https://x.com/MilkRoad/status/2019110343738552447) 2026-02-04T18:06Z 96.1K followers, [---] engagements "@AshCrypto Stable supply hitting new aths during a crypto drawdown isn't the bullish signal most people think it is. Rising supply has historically preceded bull runs yes. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. https://x.com/MilkRoad/status/2019110343738552447 https://x.com/MilkRoad/status/2019110343738552447" [X Link](https://x.com/MilkRoad/status/2019110497908388012) 2026-02-04T18:07Z 96.1K followers, [---] engagements "@cryptorover Rising supply has historically preceded bull runs. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. So stable supply hitting new aths during a drawdown isn't the bullish signal most people think it is. https://x.com/MilkRoad/status/2019110343738552447 https://x.com/MilkRoad/status/2019110343738552447" [X Link](https://x.com/MilkRoad/status/2019110807984803971) 2026-02-04T18:08Z 96.1K followers, [---] engagements "Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating. Big players positioning to buy the dip is the easy narrative. But the bigger story is what this tells us about market infrastructure. Stablecoin supply hovering around new all-time highs during a crypto drawdown isn't the bullish signal most people think it is. Rising supply has historically preceded bull runs yes. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. Supply" [X Link](https://x.com/MilkRoad/status/2019111084670513566) 2026-02-04T18:09Z 96.2K followers, 12.9K engagements "A lot of projects are thinking "what are we supposed to do now" "But the really big established DeFi projects the ones generating revenue like @SkyEcosystem." "This is the moment we've been hoping for all this time." (Video: @CoinDesk) . can't argue w/ their numbers 👇" [X Link](https://x.com/MilkRoad/status/2019119399152808159) 2026-02-04T18:42Z 96.1K followers, [----] engagements "Percentage performance comparison (since Nov [--] 2025's bottom): - $SKY +47.21% - $BTC -12.50% - $ETH -21.12% - $SOL -26.13%" [X Link](https://x.com/MilkRoad/status/2019119416546615769) 2026-02-04T18:42Z 96.1K followers, [---] engagements "@MilkRoadMacro Crypto is down equities is down and even metals had a sharp pullback" [X Link](https://x.com/MilkRoad/status/2019133637795672450) 2026-02-04T19:39Z 96.1K followers, [---] engagements "@StockSavvyShay Here's why tech is selling off today/yesterday (spoiler it's Anthropic's fault): https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4% (down $1T) - S&P -0.95% (down $580B) - Russell [----] -2% (down $64B) Here's the context most people are missing: The selloff started yesterday and accelerated today https://t.co/ShmXHf09fM https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4%" [X Link](https://x.com/MilkRoad/status/2019139819461660956) 2026-02-04T20:03Z 96.1K followers, [---] engagements "@GrindeOptions Yes. Yes I can. Anthropic released new industry-specific Claude Cowork plugins targeting high-salary knowledge work. This is the most concrete job displacement threat we've seen from a major AI lab since ChatGPT retired the worlds copywriters. https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4% (down $1T) - S&P -0.95% (down $580B) - Russell [----] -2% (down $64B) Here's the context most people are missing: The selloff started yesterday and accelerated today" [X Link](https://x.com/MilkRoad/status/2019140549337575444) 2026-02-04T20:06Z 96.1K followers, [----] engagements "@jimcramer ICYMI: Anthropic released new industry-specific Claude Cowork plugins targeting high-salary knowledge work and reducing reliance enterprise software. That's why the sector is bleeding. https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4% (down $1T) - S&P -0.95% (down $580B) - Russell [----] -2% (down $64B) Here's the context most people are missing: The selloff started yesterday and accelerated today https://t.co/ShmXHf09fM https://x.com/MilkRoad/status/2019137963389775885 Ouch It's" [X Link](https://x.com/MilkRoad/status/2019141088322417110) 2026-02-04T20:08Z 96.1K followers, [---] engagements "@Mercuryo_io @Bybit_Official Give your video editor a raise this is awesome" [X Link](https://x.com/MilkRoad/status/2019411657064370282) 2026-02-05T14:03Z 96.1K followers, [---] engagements "The labor market just shifted further into the red. Heres what happened/why its actually bullish: U.S. jobless claims jumped to [------]. The Labor Department reported Americans filing new unemployment claims hit a two-month high last week. That's [-----] more than the previous week and well above the [------] economists expected. This matters because the Fed has been searching for signs of labor market cooling to justify rate cuts. Recently the job market has been stubbornly resilient pushing rate cut expectations further out. This data point helps shift that narrative. Here's what's actually" [X Link](https://x.com/MilkRoad/status/2019429250869391396) 2026-02-05T15:13Z 96.2K followers, [----] engagements "@Kalshi Broke down what this means for crypto here: https://x.com/MilkRoad/status/2019429250869391396 The labor market just shifted further into the red. Heres what happened/why its actually bullish: U.S. jobless claims jumped to [------]. The Labor Department reported Americans filing new unemployment claims hit a two-month high last week. That's [-----] more than the https://t.co/Ksuf5sLfJq https://x.com/MilkRoad/status/2019429250869391396 The labor market just shifted further into the red. Heres what happened/why its actually bullish: U.S. jobless claims jumped to [------]. The Labor Department" [X Link](https://x.com/MilkRoad/status/2019429334675796050) 2026-02-05T15:14Z 96.1K followers, [----] engagements "@ehtreasurer @SkyEcosystem @CoinDesk Their buybacks fuel staking rewards so if you stake $SKY you get a cut of profits (was 13% last time we checked) If you're bullish on $SKY like we are those are some monster numbers" [X Link](https://x.com/MilkRoad/status/2019430425777828271) 2026-02-05T15:18Z 96.1K followers, [--] engagements "@Kalshi At least he has the opportunity to lower his cost basis rn 🥴 https://x.com/MilkRoad/status/2019435158412423590 BREAKING: $BTC drops to $66.6k Today's trading so far: - $70k: lost - $69k: lost - $68k: lost - $67k: lost - $66k: holding (for now) https://t.co/tYuZaLqBe8 https://x.com/MilkRoad/status/2019435158412423590 BREAKING: $BTC drops to $66.6k Today's trading so far: - $70k: lost - $69k: lost - $68k: lost - $67k: lost - $66k: holding (for now) https://t.co/tYuZaLqBe8" [X Link](https://x.com/MilkRoad/status/2019436406846951591) 2026-02-05T15:42Z 96.1K followers, [---] engagements "@QeYcc @arkham Silver lining I suppose" [X Link](https://x.com/MilkRoad/status/2019437714517684443) 2026-02-05T15:47Z 96.2K followers, [---] engagements "I know Crypto Twitter will hate this because everyone's convinced we're heading to zero but you might need to hear this: Your chosen market theory doesn't matter right now. They each lead to the same (positive) thing. And that is: The buying opportunity you used to dream about when we were at all-time highs. (Please forgive my painful optimism. I can read the room but only at a 5th grade level). ICYMI: Right now therere two major competing theories being used to explain what the crypto market is doing. Theory #1: Were in the same old 4yr boom/bust cycle and we just hit the bust zone (oops" [X Link](https://x.com/MilkRoad/status/2019476789622649061) 2026-02-05T18:22Z 96.2K followers, 29.7K engagements "@Kalshi If anyone here needs a pick me up / reframe - we got you: https://x.com/MilkRoad/status/2019476789622649061 I know Crypto Twitter will hate this because everyone's convinced we're heading to zero but you might need to hear this: Your chosen market theory doesn't matter right now. They each lead to the same (positive) thing. And that is: The buying opportunity you used to dream https://t.co/luDeUKsoqd https://x.com/MilkRoad/status/2019476789622649061 I know Crypto Twitter will hate this because everyone's convinced we're heading to zero but you might need to hear this: Your chosen" [X Link](https://x.com/MilkRoad/status/2019477802815262869) 2026-02-05T18:26Z 96.2K followers, [---] engagements "@QeYcc @tradingview Tax drain in the lead up to April [--] then 'sell in May and go away'" [X Link](https://x.com/MilkRoad/status/2019481914285904336) 2026-02-05T18:43Z 96.2K followers, [---] engagements "@SchoolyardPS7 @fundstrat @SeanMFarrell @fs_insight Tom's still got cash to deploy ;)" [X Link](https://x.com/MilkRoad/status/2019494277986799778) 2026-02-05T19:32Z 96.2K followers, [---] engagements ""Oh you think darkness is your ally You merely adopted the dark. I was born in it molded by it." - $BTC past cycle veterans rn" [X Link](https://x.com/MilkRoad/status/2019507257353072756) 2026-02-05T20:23Z 96.2K followers, [----] engagements "@LolaSt1400 @cryptoquant_com They learnt what REAL pain is" [X Link](https://x.com/MilkRoad/status/2019509349371244609) 2026-02-05T20:32Z 96.1K followers, [--] engagements "@david_dido4 @tradingview Nah it's all about tops. 4yr cycle predicted the market would top in Oct of last year (which so far it has) 5yr cycle predicted that it would peak H2 (likely Q4) of [----] - TBD" [X Link](https://x.com/MilkRoad/status/2019510021403603453) 2026-02-05T20:34Z 96.2K followers, [---] engagements "This is for Fundstrat Capital not BMNR - but even so I'd hazard a guess and say BMNR was not going to risk sitting on their hands entirely based on their analysts' prediction. They still want to be in the market to some extent (in case the market were to rip instead of dip) This forecast may have slowed their planned buying though - who knows" [X Link](https://x.com/MilkRoad/status/2019531708841033786) 2026-02-05T22:00Z 96.2K followers, [---] engagements "@AshCrypto Looks like someone might have blown up with $IBIT at the center of it https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the" [X Link](https://x.com/MilkRoad/status/2019755868049289624) 2026-02-06T12:51Z 96.6K followers, [---] engagements "@MaxCrypto Looks like someone could have blown up $IBIT at the center of it https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking" [X Link](https://x.com/MilkRoad/status/2019755963159294326) 2026-02-06T12:52Z 96.2K followers, [---] engagements "@coinbureau Looks like someone's $IBIT position might have blown up https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun" [X Link](https://x.com/MilkRoad/status/2019756077177315527) 2026-02-06T12:52Z 96.1K followers, [---] engagements "@MrWhale Someone's $IBIT position might have nuked https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong" [X Link](https://x.com/MilkRoad/status/2019756178562040151) 2026-02-06T12:52Z 96.2K followers, [--] engagements "@WhaleEverything Theory from Parker: Someone's $IBIT position nuked https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun" [X Link](https://x.com/MilkRoad/status/2019756297478938787) 2026-02-06T12:53Z 96.2K followers, [--] engagements "BREAKING: $1000000000 $USDT just minted for the 2nd time in [--] days (Here's what a print of this size that actually means ) Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating. Big players positioning to buy the dip is the easy narrative. But the bigger story is https://t.co/wXp4ORzdlu Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating." [X Link](https://x.com/MilkRoad/status/2019759427440853396) 2026-02-06T13:05Z 96.7K followers, [----] engagements "CoinMarketCap's Fear & Greed Index just hit [--]. That's the lowest reading ever recorded on their viewable history. Everyone's focused on the carnage. And fair enough - the charts look brutal. Portfolios are bleeding. CT optimism is quieter than it's been in years. But here's whats being overlooked in the current market madness. Extreme fear readings have historically marked bottoms - or at the very least have ushered in relief. $BTC already bounced from $60K to $67K in the last [--] hours. That's an 11% move while sentiment sat at record lows. When everyone is petrified they assume the" [X Link](https://x.com/MilkRoad/status/2019778759096946829) 2026-02-06T14:22Z 96.2K followers, [----] engagements "UPDATE: @SeanMFarrell has now FULLY nailed the current market downturn with a call he made back in Dec after $SOL dipped to $68 last night "My base case is a meaningful drawdown in 1H 2026" $BTC falling to $60k-$65k ✅ $ETH to $1.8k-$2k ✅ $SOL to $50-$75 ✅ Damn @Fundstrat's Head of Digital Asset Strategy @SeanMFarrell pretty much nailed this market downturn with a call made back in Dec "My base case is a meaningful drawdown in 1H 2026" $BTC falling to $60k-$65k ✅ $ETH to $1.8k-$2k ✅ $SOL to $50-$75 🟡 https://t.co/ivtc31u5A3 Damn @Fundstrat's Head of Digital Asset Strategy @SeanMFarrell pretty" [X Link](https://x.com/MilkRoad/status/2019784484741431746) 2026-02-06T14:45Z 96.2K followers, [----] engagements "@KobeissiLetter The big dogs are buying the fear https://x.com/MilkRoad/status/2019767897535750157s=20 Warren Buffet hates crypto. But right now his advice from a decade ago might be more relevant to crypto investing than ever before. Save this video. Come back to it when youre thinking of panic selling. https://t.co/4HYBlm5SW3 https://x.com/MilkRoad/status/2019767897535750157s=20 Warren Buffet hates crypto. But right now his advice from a decade ago might be more relevant to crypto investing than ever before. Save this video. Come back to it when youre thinking of panic selling." [X Link](https://x.com/MilkRoad/status/2019784881283248187) 2026-02-06T14:46Z 96.2K followers, [---] engagements "@drsnowbro Now if only the same could happen on my Coinbase account" [X Link](https://x.com/MilkRoad/status/2019797401578446851) 2026-02-06T15:36Z 96.2K followers, [---] engagements "JUST IN: Paul Atkins on the CLARITY Act. "We are out to harmonize the rules between the SEC and the CFTC" Here are all of the steps between where the bill is today and it passing into law. BREAKING: The Senate Agriculture Committee just advanced the CLARITY Act Most people have no idea how far this bill still has to travel from here on out. So let's fix that: First the committee files its official report and the bill lands on the Senate Legislative Calendar. https://t.co/4pLGRdo5Ro BREAKING: The Senate Agriculture Committee just advanced the CLARITY Act Most people have no idea how far this" [X Link](https://x.com/MilkRoad/status/2019803385659359693) 2026-02-06T16:00Z 96.7K followers, 25.8K engagements "@rektfencer Here's what both sides are saying (bulls moderate bears and giga bears) https://x.com/MilkRoad/status/2020151224264470994 The market is completely split right now on where $BTC goes next and you need to understand why before making your next move. Save this - you'll come back to it. Here's what the different camps are saying: The bulls are watching the 200-week EMA near $65000 to $68000. This https://t.co/W4xyKsnvA3 https://x.com/MilkRoad/status/2020151224264470994 The market is completely split right now on where $BTC goes next and you need to understand why before making your" [X Link](https://x.com/MilkRoad/status/2020151373220684146) 2026-02-07T15:03Z 96.3K followers, [---] engagements "Apparently a market maker's bot just malfunctioned and liquidated $90M in $ETH shorts in under an hour. About an hour ago a grid trading bot went haywire during the worst possible moment - low weekend liquidity. The bot started firing off frantic buy and sell orders that weren't responding to real market conditions. These erratic orders amplified price swings that would normally get absorbed. $ETH whipsawed violently. The result: $87M in $ETH shorts erased in [--] minutes. Total 24-hour $ETH short liquidations hit $124M. Here's what made this so destructive: Grid bots work by placing buy orders" [X Link](https://x.com/MilkRoad/status/2020201301649289691) 2026-02-07T18:21Z 96.6K followers, 40.5K engagements ""Bitcoin will hit $250000. $1000000. $10000000. Until the dollar is no longer accepted and $BTC is THE one store of value" - Tim Draper founding partner of venture capital firm Draper Fisher Jurvetson" [X Link](https://x.com/MilkRoad/status/2020266280801169501) 2026-02-07T22:39Z 96.7K followers, 13.2K engagements "@cryptorover Steps the CLARITY Act needs to get through in order to become law listed below. (It's daunting but possible) https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on the CLARITY Act. Staff-level officials are meeting to resolve key disputes. The bill stalled after bankers and crypto executives clashed over whether stablecoin holders should https://t.co/XTtJp7DHGZ https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking" [X Link](https://x.com/MilkRoad/status/2020542994831536460) 2026-02-08T16:59Z 96.5K followers, [---] engagements "@pete_rizzo_ All eyes on the White House's Tue meeting We need to play catch up and get CLARITY passed https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on the CLARITY Act. Staff-level officials are meeting to resolve key disputes. The bill stalled after bankers and crypto executives clashed over whether stablecoin holders should https://t.co/XTtJp7DHGZ https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam" [X Link](https://x.com/MilkRoad/status/2020543357877965139) 2026-02-08T17:00Z 96.5K followers, [---] engagements "@Alek_Carter Hear are all the steps the CLARITY Act needs to get through in order to become law: https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on the CLARITY Act. Staff-level officials are meeting to resolve key disputes. The bill stalled after bankers and crypto executives clashed over whether stablecoin holders should https://t.co/XTtJp7DHGZ https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on" [X Link](https://x.com/MilkRoad/status/2020543631812108508) 2026-02-08T17:01Z 96.5K followers, [---] engagements "According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $45000 🔴 The $55000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' target for Feb at the time of writing is $75000 with a likelihood of 65%" [X Link](https://x.com/MilkRoad/status/2020548229516104176) 2026-02-08T17:20Z 96.5K followers, [---] engagements "@NoLimitGains According to Polymarket we're ranging from $50k - $90k for the rest of [----] with $75k hitting this month https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢" [X Link](https://x.com/MilkRoad/status/2020548847903121654) 2026-02-08T17:22Z 96.6K followers, [----] engagements "@DrProfitCrypto According to Polymarket We're ranging from $50k - $90k for the rest of [----]. $75k hitting this month https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢" [X Link](https://x.com/MilkRoad/status/2020548959190606028) 2026-02-08T17:23Z 96.7K followers, [----] engagements "@cryptorover According to Polymarket $75k is hitting this month https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has" [X Link](https://x.com/MilkRoad/status/2020549044863426759) 2026-02-08T17:23Z 96.5K followers, [---] engagements "@TedPillows According to Polymarket: We're ranging from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢" [X Link](https://x.com/MilkRoad/status/2020549224471896088) 2026-02-08T17:24Z 96.5K followers, [---] engagements "@BitcoinMagazine $75k hitting at some point in Feb according to Polymarket https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000" [X Link](https://x.com/MilkRoad/status/2020549296886554680) 2026-02-08T17:24Z 96.5K followers, [---] engagements "@MelMattison1 According to Polymarket we're set to range from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢" [X Link](https://x.com/MilkRoad/status/2020549564726395235) 2026-02-08T17:25Z 96.5K followers, [----] engagements "@Washigorira Polymarket agrees https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these" [X Link](https://x.com/MilkRoad/status/2020549671454674976) 2026-02-08T17:25Z 96.5K followers, [---] engagements "@0xLaxo @Polymarket Buy orders set" [X Link](https://x.com/MilkRoad/status/2020549751075111022) 2026-02-08T17:26Z 96.4K followers, [---] engagements "@0xNeodallas @Polymarket Yeah they're not gospel. But shouldn't be ignored either" [X Link](https://x.com/MilkRoad/status/2020549930532618445) 2026-02-08T17:26Z 96.4K followers, [---] engagements "@Levi_Researcher @Polymarket 🔥" [X Link](https://x.com/MilkRoad/status/2020549983682924787) 2026-02-08T17:27Z 96.4K followers, [---] engagements "@StockmoneyL Polymarket's bets aren't too far off this either https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has" [X Link](https://x.com/MilkRoad/status/2020550729904115913) 2026-02-08T17:30Z 96.5K followers, [---] engagements "@DefiWimar According to Polymarket we're going to be ranging from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢" [X Link](https://x.com/MilkRoad/status/2020551011354505249) 2026-02-08T17:31Z 96.5K followers, [---] engagements "@MaxCrypto Ranging from $50k - $90k for the rest of [----] w/ $75k hitting at some point in Feb according to Polymarket This aligns with a liquidity sweep of at least half of those shorts https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is" [X Link](https://x.com/MilkRoad/status/2020551480726495517) 2026-02-08T17:33Z 96.5K followers, [---] engagements "@CryptoMichNL Right now Polymarket says we're set to range from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢" [X Link](https://x.com/MilkRoad/status/2020551661232537780) 2026-02-08T17:33Z 96.5K followers, [---] engagements "@outcomealpha @0xNeodallas @Polymarket Addictive" [X Link](https://x.com/MilkRoad/status/2020552690917355842) 2026-02-08T17:37Z 96.2K followers, [--] engagements "Looks like @saylor is gearing up to buy the dip tomorrow. All those leveraged shorts between $71-$80k probably praying he doesn't do it with any size right about now. A massive liquidity cluster is sitting between $72000-$80000 for Bitcoin. Liquidate these bears. https://t.co/StTBbSBeW2 A massive liquidity cluster is sitting between $72000-$80000 for Bitcoin. Liquidate these bears. https://t.co/StTBbSBeW2" [X Link](https://x.com/MilkRoad/status/2020565820993319164) 2026-02-08T18:30Z 96.5K followers, [----] engagements "I feel like a rate cut would have more effect now than it would have a few months ago but I wouldn't be looking for a single event to turn the market. It will likely be a combination of factors. One factor will likely be pointed to as 'the event that fixed everything' (if/when it comes). But under the hood it will be multiple factors https://twitter.com/i/web/status/2020856309986328666 https://twitter.com/i/web/status/2020856309986328666" [X Link](https://x.com/MilkRoad/status/2020856309986328666) 2026-02-09T13:44Z 96.6K followers, [--] engagements "Agents can now read/surf blockchains in real-time via @AlliumLabs Here's how it works: AI agents can now autonomously sign up get API keys and query real-time blockchain data across 150+ chains without human intervention. For years building anything crypto-related meant wrestling with indexers writing SQL managing infrastructure and waiting on analysts to pull numbers. This changes that. Here's what it does: 1/ The core mechanic. Your AI agent reads a single prompt signs itself up for access and starts pulling live onchain data. - No human in the loop. - No API key management. - No manual" [X Link](https://x.com/MilkRoad/status/2020879187595428064) 2026-02-09T15:15Z 96.7K followers, [----] engagements "The real winner of last week's market chaos wasn't the traders who timed the bottom. It was DeFi. I know this sounds crazy when everyone's focused on liquidation carnage and portfolio damage. But hear me out. We just witnessed some of the highest volatility days in crypto history. Billions in liquidations with pure chaos across every exchange. And what happened to DeFi Nothing. Everything worked exactly as designed. - No halted trades. - No frozen withdrawals. - No emergency interventions from some centralized authority. - No "we're experiencing technical difficulties" messages. Just" [X Link](https://x.com/MilkRoad/status/2020894227161575724) 2026-02-09T16:15Z 96.7K followers, [----] engagements "The U.S. government just avoided one shutdown only to set up another one this week. Congress passed a funding package on February [--] that ended the partial government shutdown. But there's a catch. The Department of Homeland Security only got funded through February [--]. That's this Friday. Watch for movement over the next [--] days. If no deal emerges by Thursday night expect headlines about a "Valentine's Day shutdown" to dominate Friday morning. 🚨BREAKING: ODDS OF ANOTHER GOVERNMENT SHUTDOWN THIS WEEK RISES TO 74% https://t.co/f4RODb49zP 🚨BREAKING: ODDS OF ANOTHER GOVERNMENT SHUTDOWN THIS" [X Link](https://x.com/MilkRoad/status/2020909332288897266) 2026-02-09T17:15Z 96.7K followers, [----] engagements "@Polymarket Here's why things just jumped: https://x.com/MilkRoad/status/2020909332288897266 The U.S. government just avoided one shutdown only to set up another one this week. Congress passed a funding package on February [--] that ended the partial government shutdown. But there's a catch. The Department of Homeland Security only got funded through February [--]. That's https://t.co/utk4KsUz96 https://x.com/MilkRoad/status/2020909332288897266 The U.S. government just avoided one shutdown only to set up another one this week. Congress passed a funding package on February [--] that ended the partial" [X Link](https://x.com/MilkRoad/status/2020911331612709080) 2026-02-09T17:23Z 96.6K followers, [---] engagements "@Kalshi In the lead up to this acquisition Beast Industries filed a trademark for "MrBeast Financial." That trademark specifically mentions cryptocurrency exchange platforms ;) https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become" [X Link](https://x.com/MilkRoad/status/2020927752648745292) 2026-02-09T18:28Z 96.6K followers, [---] engagements "@chamath In the lead up to this acquisition Beast Industries filed a trademark for "MrBeast Financial" That trademark specifically mentions cryptocurrency exchange platforms Onboarding event loading https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast" [X Link](https://x.com/MilkRoad/status/2020927960027455533) 2026-02-09T18:29Z 96.7K followers, [----] engagements "@tbpn @MrBeast Back in October leading up to this acquisition Beast Industries filed a trademark for "MrBeast Financial." That trademark specifically mentions cryptocurrency exchange platforms Could end up being a MASSIVE adoption lever https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp" [X Link](https://x.com/MilkRoad/status/2020928198037721420) 2026-02-09T18:30Z 96.6K followers, [---] engagements "@Badie912 @step @MrBeast @Bloomberg @fundstrat @BitMNR Niiiice" [X Link](https://x.com/MilkRoad/status/2020928327549321548) 2026-02-09T18:30Z 96.7K followers, [---] engagements "@Shagsy @step @MrBeast @Bloomberg @fundstrat $ETH integration loading you think" [X Link](https://x.com/MilkRoad/status/2020928469610397897) 2026-02-09T18:31Z 96.6K followers, [--] engagements "@MKjrstad @step @MrBeast @Bloomberg @fundstrat do your thing" [X Link](https://x.com/MilkRoad/status/2020928657758335312) 2026-02-09T18:31Z 96.6K followers, [---] engagements "@StockMKTNewz Beast Industries filed a trademark for "MrBeast Financial" That trademark specifically mentions cryptocurrency exchange platforms BMNR backs this deal $ETH to be integrated https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about" [X Link](https://x.com/MilkRoad/status/2020929000709947587) 2026-02-09T18:33Z 96.6K followers, [---] engagements "@Mr_Derivatives Last Oct in the lead up to the acquisition Beast Industries filed a trademark for MrBeast Financial The trademark specifically mentioned cryptocurrency exchange platforms Crypto integrations incoming https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp" [X Link](https://x.com/MilkRoad/status/2020929331221115292) 2026-02-09T18:34Z 96.6K followers, [---] engagements "@Shagsy @step @MrBeast @Bloomberg @fundstrat Feels like that's the play" [X Link](https://x.com/MilkRoad/status/2020929800936853532) 2026-02-09T18:36Z 96.4K followers, [--] engagements "@pitdesi And get this: Last Oct in the lead up to the acquisition Beast Industries filed a trademark for MrBeast Financial The trademark specifically mentioned cryptocurrency exchange platforms Crypto integrations incoming https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp" [X Link](https://x.com/MilkRoad/status/2020930909252514017) 2026-02-09T18:40Z 96.6K followers, [---] engagements "@pubity Last Oct Beast Industries filed a trademark for MrBeast Financial in the lead up to the acquisition. The trademark specifically mentioned cryptocurrency exchange platforms Our guess: Step will come onchain for global reach https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp" [X Link](https://x.com/MilkRoad/status/2020931357950574656) 2026-02-09T18:42Z 96.6K followers, [---] engagements "@ddbmxacc @step @MrBeast @Bloomberg Why so" [X Link](https://x.com/MilkRoad/status/2020931615615340741) 2026-02-09T18:43Z 96.4K followers, [--] engagements "@Miko_Invest @RaoulGMI To be fair his forecast is for liquidity to hit and push prices in Q4 [----] / Q1 [----] - so his thesis is both yet to be confirmed or discredited" [X Link](https://x.com/MilkRoad/status/2020932922493239443) 2026-02-09T18:48Z 96.7K followers, [---] engagements "@ddbmxacc @step @MrBeast @Bloomberg Why so" [X Link](https://x.com/MilkRoad/status/2020933238647292228) 2026-02-09T18:50Z 96.7K followers, [---] engagements "@cryiepto @step @MrBeast @Bloomberg Bullish MrBeast Now Run" [X Link](https://x.com/MilkRoad/status/2020933644127436932) 2026-02-09T18:51Z 96.7K followers, [---] engagements "@fundstrat @MrBeast @Beast @step . wen $ETH integration ;) https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just" [X Link](https://x.com/MilkRoad/status/2020934039973269724) 2026-02-09T18:53Z 96.7K followers, [---] engagements "@ddbmxacc @step @MrBeast @Bloomberg You feel like it could end up collapsing though" [X Link](https://x.com/MilkRoad/status/2020935566515204509) 2026-02-09T18:59Z 96.7K followers, [--] engagements "Right now there's billions of dollars worth of $BTC short positions waiting to get liquidated. Heres how it could lead to a short term rally: When traders bet against $BTC and the price moves against them exchanges automatically close their positions by buying the asset back. This creates buying pressure that pushes prices even higher: 1/ Traders open leveraged short positions betting $BTC will drop. 2/ Price rises and hits their liquidation threshold. 3/ Exchanges force-buy $BTC to close the position adding fuel to the rally. Right now there's billions of dollars in short positions stacked" [X Link](https://x.com/MilkRoad/status/2020939525762187632) 2026-02-09T19:15Z 96.7K followers, 10K engagements "@Levi_Researcher @Polymarket Need some noise cancelling headphones at this point" [X Link](https://x.com/MilkRoad/status/2020941548750606834) 2026-02-09T19:23Z 96.5K followers, [--] engagements "@Julian_defi @step @MrBeast @Bloomberg Plus BMNR throwing 200M into the deal doesn't hurt" [X Link](https://x.com/MilkRoad/status/2020942778193351122) 2026-02-09T19:28Z 96.7K followers, [---] engagements "@BMNRBullz @step @MrBeast @Bloomberg BMNR 🤝 ETH integration" [X Link](https://x.com/MilkRoad/status/2020942897764610185) 2026-02-09T19:28Z 96.7K followers, [---] engagements "@LolaSt1400 @MarkYusko @AltcoinDaily Make it more bearish" [X Link](https://x.com/MilkRoad/status/2020960760294408666) 2026-02-09T20:39Z 96.7K followers, [---] engagements "@step @MrBeast @Bloomberg Wanna get smarter about crypto each day WITHOUT your eyes glazing over Sign up to our no fluff 5-minute newsletter It's free and you can always unsubscribe: https://milkroad.com/subscribe/utm_medium=social&utm_source=twitter_organic_crypto&utm_campaign=autoplug https://milkroad.com/subscribe/utm_medium=social&utm_source=twitter_organic_crypto&utm_campaign=autoplug" [X Link](https://x.com/MilkRoad/status/2020963452500746321) 2026-02-09T20:50Z 96.7K followers, [----] engagements "@MilkRoadAI @step @MrBeast @Bloomberg I will let them know haha" [X Link](https://x.com/MilkRoad/status/2021004647285346582) 2026-02-09T23:33Z 96.7K followers, [---] engagements "Too Many Tokens Too Little Value: What Crypto Got Wrong w/ Legion Co-Founder Matt OConnor Most token launches fail for one simple reason: They leave zero upside for buyers. Founders anchor to bull market valuations Then wonder why price collapses. Tune in to know more TIME POINTS 00:00 Intro 01:46 $BTC at $70K: Whats Going On 03:50 Is the 4-Year Cycle Still Alive 05:49 Debt Liquidations Explained 07:00 Smart Time to Launch a Token 12:00 Sales vs Free Token Drops 16:49 Bridge 17:22 Summ 18:13 Best Token Launch This Cycle 19:00 Yield Basis & Bitcoin Volatility 21:00 Whos Investing (And How" [X Link](https://x.com/MilkRoad/status/2021190607482327341) 2026-02-10T11:52Z 96.7K followers, [----] engagements "@kapsho_eth You think banks will budge" [X Link](https://x.com/MilkRoad/status/2021202536573902865) 2026-02-10T12:40Z 96.7K followers, [---] engagements "@EpiritP Seems like he's the opposite no He's fighting with them over the current state of the CLARITY Act" [X Link](https://x.com/MilkRoad/status/2021207979316367631) 2026-02-10T13:01Z 96.6K followers, [--] engagements "@AdamGoern @MarkYusko @AltcoinDaily It's not something I'd thought of tbh - how would they hedge their risks with a ransom payment is that even possible" [X Link](https://x.com/MilkRoad/status/2021208778251686328) 2026-02-10T13:04Z 96.7K followers, [--] engagements "@valerijatrades1 @MarkYusko @AltcoinDaily Legend of the space" [X Link](https://x.com/MilkRoad/status/2021209808435552338) 2026-02-10T13:09Z 96.7K followers, [--] engagements "@flokionchain @BitwiseInvest Now we just need the price to catch up 😂" [X Link](https://x.com/MilkRoad/status/2021211193017348605) 2026-02-10T13:14Z 96.7K followers, [--] engagements "@cryptorover Good news: We saw similar selling yesterday and actually ended up with net inflows across BTC/ETH ETFs https://x.com/MilkRoad/status/2021211318431384070s=20 GULP More selling BlackRock just deposited another $234.3M $BTC and $60.83M $ETH to Coinbase Prime ($295.13 total) As we mentioned previously - when assets move there it typically means one thing: they're preparing to sell. But here's the good news: the day's buy pressure https://t.co/EigxJI6s8u https://x.com/MilkRoad/status/2021211318431384070s=20 GULP More selling BlackRock just deposited another $234.3M $BTC and $60.83M" [X Link](https://x.com/MilkRoad/status/2021212450352144449) 2026-02-10T13:19Z 96.7K followers, [---] engagements "@sedonatvcom That or they don't want to go through the regulatory hassle of listing a relatively unknown coin If there's enough demand for a token they'll list it (they make money on fees)" [X Link](https://x.com/MilkRoad/status/2021214742694461701) 2026-02-10T13:28Z 96.7K followers, [---] engagements "@tonitrades_ @step @MrBeast @Bloomberg 👀" [X Link](https://x.com/MilkRoad/status/2021221149095411772) 2026-02-10T13:54Z 96.7K followers, [--] engagements "@tradebuildgolf @artemis @coinbase @RobinhoodApp They're also globally available while Coinbase is geo locked We're bullish on both but this is impressive either way" [X Link](https://x.com/MilkRoad/status/2021247253868945821) 2026-02-10T15:37Z 96.7K followers, [--] engagements "@waqwaqattack And more importantly Ethereum: https://x.com/MilkRoad/status/2016552263054184582s=20 Everyone's talking about ERC-8004's 'Trustless Agents' - but most explanations make it sound like rocket science. Lemme break it down real nice n' simple for you: At its core ERC-8004 is just a LinkedIn profile system for AI agents but one that nobody can fake. Here's how it https://t.co/9zywSm5YmA https://x.com/MilkRoad/status/2016552263054184582s=20 Everyone's talking about ERC-8004's 'Trustless Agents' - but most explanations make it sound like rocket science. Lemme break it down real nice n'" [X Link](https://x.com/MilkRoad/status/2021272072547156373) 2026-02-10T17:16Z 96.7K followers, [---] engagements "@cryptoline21 @FTX_Official Unrelated to the company's overall situation By 'situation' do you mean the $8B hole in their balance sheet where customer money was supposed to be" [X Link](https://x.com/MilkRoad/status/2021307367971868889) 2026-02-10T19:36Z 96.5K followers, [--] engagements "@CryptoHaaster How quickly do you think it recovers if Warsh comes in with a machete" [X Link](https://x.com/MilkRoad/status/2021316310672548073) 2026-02-10T20:12Z 96.7K followers, [---] engagements "@0xbrel @scottmelker You're not worried that this is happening outside the 4yr cycle" [X Link](https://x.com/MilkRoad/status/2021579842697789730) 2026-02-11T13:39Z 96.7K followers, [---] engagements "RT @MilkRoad: Coinbase just launched Agentic Wallets This is their first wallet system built specifically for autonomous AI agents to man" [X Link](https://x.com/MilkRoad/status/2021731240186196224) 2026-02-11T23:41Z 96.7K followers, [--] engagements "Missed the LLM boom The "Embodied AI" wave is just starting. We break down the key players specs and market trends. Subscribe to our FREE AI Newsletter for updates" [X Link](https://x.com/MilkRoad/status/2013977580576412081) 2026-01-21T14:10Z 96.9K followers, 211.3K engagements "President Trump's World Liberty Financial just sold $5.05M worth of $BTC Biden voice: "C'mon man"" [X Link](https://x.com/MilkRoad/status/2019432667742405075) 2026-02-05T15:27Z 96.9K followers, [----] engagements ""We spend so much time talking about AI we're not spending enough time talking about how quickly we're going to tokenize every financial asset" - Larry Fink (Translation: If you're in AI pivot to crypto)" [X Link](https://x.com/MilkRoad/status/2020316729944207789) 2026-02-08T02:00Z 96.9K followers, 19.7K engagements "The Fed is injecting $8.3B into markets tomorrow at 9:00 AM - and everyone's misreading it. That's the largest single move within their $53.5B plan. Our timeline is already buzzing with [----] comparisons. Everyone's focused on the announcement itself. And fair enough liquidity injections have historically fueled risk assets. But here's what that analysis misses: The Fed purchased $3 trillion in securities in 2020's QE4 alone. This entire program is $53.5B. That's roughly 1.8% of what drove the [----] bull run. Dont let anchoring bias take the wheel. If you hear "liquidity injection" and your" [X Link](https://x.com/MilkRoad/status/2020842331990118677) 2026-02-09T12:48Z 96.9K followers, [----] engagements "CZ: You'll soon have THOUSANDS of AI agents working for you (Bookmark this you will come back to it) They'll book hotels buy tickets trade crypto - transacting millions of times more than humans. Banks can't KYC an agent. Can't make them swipe cards. Crypto is the way" [X Link](https://x.com/anyuser/status/2021248825822937121) 2026-02-10T15:44Z 96.9K followers, 198.1K engagements "Over $2B of VC funding flowed into crypto in Q1 and almost none of it went where crypto Twitter thinks. The biggest rounds weren't for L1s memecoins or Agential AI integrations. They went to stablecoin infrastructure custody solutions and real-world asset tokenization. - Rain raised $250M. - BitGo filed a $212M IPO. - BlackOpal secured $200M. The loudest voices in crypto still obsess over token prices and retail focused products. Meanwhile institutions are quietly building the pipes that will carry TRILLIONS. And this capital allocation reveals where the actual value creation is happening." [X Link](https://x.com/MilkRoad/status/2021921984754725241) 2026-02-12T12:19Z 96.9K followers, 24.4K engagements "Tom Lee: Gold is going to UNDERPERFORM $BTC in [----] (save this) "48% of the time in the last 50yrs gold has NOT stored value - it's done worse than inflation." "Since $BTC was created it's only underperformed inflation 3% of the time" Video: @coinbureau @CryptoTimes_io" [X Link](https://x.com/MilkRoad/status/2021951278184808655) 2026-02-12T14:15Z 96.9K followers, 14.4K engagements "Russia may want to get back into the dollar system. Save this because you'll want to reference it. A Kremlin memo is circulating among top Russian officials proposing a complete reversal of their de-dollarization strategy. Since [----] Russia has been aggressively moving away from USD. They shifted to yuan and rubles for trade with China. They've been vocal about building alternatives to the dollar system. Now they're quietly floating a return. Here's what the memo proposes: - Joint oil ventures. - Nuclear energy cooperation. - Access to Russian raw materials. - Aviation deals with American" [X Link](https://x.com/MilkRoad/status/2021983102466502747) 2026-02-12T16:21Z 96.9K followers, 25.1K engagements "BREAKING: Inflation just dropped to its lowest level in nearly [--] years beating expectations. Rate cuts are back on the menu: - Jan CPI: 2.4% (beat expectations of 2.5%) - Core CPI: 2.5% (matched forecast lowest since Mar 2021) - Jun Fed rate cut odds climbing on @Polymarket" [X Link](https://x.com/MilkRoad/status/2022305403439030705) 2026-02-13T13:42Z 96.9K followers, [----] engagements "@unusual_whales That math ain't mathin. Tariff rev 2025: $288.5B Tariff rev so far in 2026: $29.8B Total: $318.3B Cost of giving out 342M stimmy checks at $2k a piece: $684B" [X Link](https://x.com/MilkRoad/status/2017756172984479941) 2026-02-01T00:25Z 96.9K followers, [----] engagements "@DeItaone If Russia one of the loudest de-dollarization voices wants back in That's a signal. https://x.com/MilkRoad/status/2021983102466502747 Russia may want to get back into the dollar system. Save this because you'll want to reference it. A Kremlin memo is circulating among top Russian officials proposing a complete reversal of their de-dollarization strategy. Since [----] Russia has been aggressively moving away https://t.co/IvfLibmz8U https://x.com/MilkRoad/status/2021983102466502747 Russia may want to get back into the dollar system. Save this because you'll want to reference it. A" [X Link](https://x.com/MilkRoad/status/2021983507644559499) 2026-02-12T16:23Z 96.9K followers, [---] engagements "BlackRock just made a strategic investment in @Uniswap and accumulated an undisclosed position in $UNI. (The world's largest asset manager is going full DeFi) This isn't a press release or a pilot program. This is BlackRock putting its $2.2B tokenized Treasury fund BUIDL directly on a decentralized exchange. Lemme break down what just happened and why it matters: BlackRock will make BUIDL shares tradable on Uniswap allowing pre-qualified investors to swap tokenized Treasuries around the clock using stablecoins. And to celebrate they bought an undisclosed amount of $UNI. (Sending the token" [X Link](https://x.com/MilkRoad/status/2021932356790366659) 2026-02-12T13:00Z 96.9K followers, 32.9K engagements "Tom Lee: "It looks like we're bottoming" - Banks are embracing crypto - Regulatory clarity is increasing - BlackRock is going into DeFi w/ Uniswap Crypto has a lot of tailwinds the price just hasn't caught up yet. Are you onboard BlackRock just made a strategic investment in @Uniswap and accumulated an undisclosed position in $UNI. (The world's largest asset manager is going full DeFi) This isn't a press release or a pilot program. This is BlackRock putting its $2.2B tokenized Treasury fund BUIDL https://t.co/YR41zw2wvt BlackRock just made a strategic investment in @Uniswap and accumulated an" [X Link](https://x.com/MilkRoad/status/2021939954516193579) 2026-02-12T13:30Z 96.9K followers, 19.7K engagements "Coinbase just posted one of their most important earnings reports to date and most people completely failed to see the bigger story at play. They're all focused on the headline miss: - Revenue down 22%. - Consumer transaction revenue down 45%. - A $2.49 loss per share when analysts expected $1 profit. Looks terrible right Here's the (bullish) reality everyone seems to want to ignore: @Coinbase isn't the same company it was in [----]. They now have [--] (twelve) different products generating over $100M annually. Meaning they're not a crypto exchange anymore they're a financial infrastructure" [X Link](https://x.com/MilkRoad/status/2022107704794452162) 2026-02-13T00:37Z 96.9K followers, 161K engagements "Jupiter just proposed killing their airdrop program indefinitely. If you were looking forward to Jupuary you might be mad about the proposal. Fair enough. But this idea is a VERY solid one and its mainly about one thing: Stopping the bleed of investor value to fund an outdated marketing tactic that has essentially put a ceiling on $JUPs growth. Cause if you invest in $JUP today your capital is indirectly being redistributed to users who farmed with $4 across [--] wallets. (The same users that will sell the moment they receive the drop). These aren't community members. They're mercenaries" [X Link](https://x.com/MilkRoad/status/2022385139549114697) 2026-02-13T18:59Z 96.9K followers, [----] engagements "Dont let 30% crypto dips scare you Fun fact #1: In [----] Bitcoin witnessed [--] big pullbacks Fun fact #2: In [----] Bitcoin witnessed [--] big pullbacks Pullbacks are part of the game & at Milk Road we show you how to make the most of them. Join 300k+ subscribers for free" [X Link](https://x.com/MilkRoad/status/1818617396761915405) 2024-07-31T11:59Z 96.9K followers, 16.6M engagements "Ethereum proved very early that it could become a massive system level asset. It hit a $500B valuation faster than any major company or asset in history. $BTC was close behind at [--] years. But today the market still values $ETH as only a small slice of the overall crypto market even though it secures the majority of onchain value. So the disconnect is straightforward Ethereum does most of the work but the market does not appear to be fully pricing it in yet. most undervalued blockchains by TVL vs market cap gap. Ethereum has 59% of all TVL but only 14% of total market cap" [X Link](https://x.com/MilkRoad/status/2007799115711988036) 2026-01-04T12:59Z 96.9K followers, 36.4K engagements "For blockchains like Ethereum and Solana to become global financial systems they need to host the worlds highest-quality financial assets. That shift has already started. In [----] the market structure bill gave institutions a clear framework to begin moving real assets onchain. Since then the pace has accelerated. Last year alone the amount of dollar denominated assets moving onchain grew by roughly 50%. TradFi assets onchain sit at $318B today. If current adoption trends hold that figure likely pushes beyond $750B by the end of [----]. The infrastructure is already here. The assets are starting" [X Link](https://x.com/MilkRoad/status/2010390262246457795) 2026-01-11T16:36Z 96.7K followers, [----] engagements "Circle CEO @jerallaire freakin' NAILED the 'Onchain Credit Boom' thesis on the @theallinpod Stablecoins like $USDC aren't just digital dollars for trading crypto anymore. They're becoming the rails for an entirely new credit infrastructure. The obvious impact: Small businesses could access capital without walking into a bank branch or filling out [--] pages of paperwork. Equipment leasing factoring working capital. All executed through smart contracts. But the kicker is this: He wants credit markets that work like Google AdWords. Auction-based real-time algorithmic pricing of credit risk. AI" [X Link](https://x.com/MilkRoad/status/2015912106051436893) 2026-01-26T22:17Z 96.7K followers, 65K engagements "@BoHines The tokenization of everything will bring trillions of $ onchain (lifting crypto prices across the board) And it all starts with stablecoins - of which Tether is leading the charge They're now the 17th largest holder of U.S. Treasuries globally https://x.com/MilkRoad/status/2016150651345248646 Some are confused about Tethers new $USAT stablecoin and why it matters when $USDT already exists. Here's the long and short of it At its core $USAT is Tether's "clean" American version of $USDT built specifically to play nice with U.S. regulators. Think of it like this: https://t.co/ARPN5CYQXw" [X Link](https://x.com/MilkRoad/status/2016151694271254616) 2026-01-27T14:09Z 96.7K followers, [----] engagements "People are lazy (and thats not a bad thing). Most investors dont want to pick individual assets or constantly manage positions. They want to invest once and forget about it. Thats why funds exist: mutual funds hedge funds ETFs and index products. The problem today is access. You need different platforms accounts and layers of KYC to invest in different types of funds. But that's about to change with blockchain. As the real-world asset (RWA) wave accelerates these funds will eventually move onchain. Instead of juggling platforms all youll need is a decentralized wallet. As more assets come" [X Link](https://x.com/MilkRoad/status/2016243692647153773) 2026-01-27T20:15Z 96.9K followers, [----] engagements "Ethereum's RWA flywheel continues to accelerate. (Save this - you'll come back to it) $5.9B asset manager @Fidelity just announced they're launching their own stablecoin $FIDD on Ethereum. Cool but stables are stable. I'm here for gains" - you probably. let me show you why this matters for your $ETH bags: Every single stablecoin transaction on Ethereum requires $ETH to pay gas fees. More stablecoins moving onchain means more demand for the native token. It's that simple. Fidelity isn't some crypto-native startup. They're a $5.9T traditional finance giant making a deliberate choice to build on" [X Link](https://x.com/MilkRoad/status/2016521780949876980) 2026-01-28T14:40Z 96.9K followers, 16.1K engagements "Today we watched $5.4T evaporate from global markets in a single session. then saw $3.6T rush back in over a [--] hour period. Gold added back nearly $2T by close. Silver staged a $500B recovery. The S&P clawed back $530B. Nasdaq recovered $580B. $BTC Only $22B. Yikes. Lesson 1: Traditional assets have deeper liquidity pools. Gold can lose $3T and recover $2T in the same session because institutional money flows are massive and the infrastructure is mature. Crypto doesn't have that cushion yet. When $BTC dumps the recovery is slower and weaker because the buyer base is still comparatively thin." [X Link](https://x.com/MilkRoad/status/2017021813600243882) 2026-01-29T23:47Z 96.9K followers, 16.5K engagements "What happens when $14B in shorts are stacked against just $1B in longs (Save this. You'll come back to it.) The current asymmetry in long/short leverage is insane. And whether you're bullish or bearish you need to understand what's happening beneath the surface. Coinglass data is showing that between $84000 and $100000 there's up to $14B in potential short liquidations clustered together. On the flip side Roughly $1B or less in long-side risk sitting underneath current prices. That's a 14:1 imbalance. Heres what that actually means Liquidation maps show where leveraged positions will get" [X Link](https://x.com/MilkRoad/status/2017220851478020225) 2026-01-30T12:58Z 96.7K followers, 51.7K engagements "@TKralow Send it. https://x.com/MilkRoad/status/2017220851478020225 What happens when $14B in shorts are stacked against just $1B in longs (Save this. You'll come back to it.) The current asymmetry in long/short leverage is insane. And whether you're bullish or bearish you need to understand what's happening beneath the surface. Coinglass https://t.co/6WasgB7Bae https://x.com/MilkRoad/status/2017220851478020225 What happens when $14B in shorts are stacked against just $1B in longs (Save this. You'll come back to it.) The current asymmetry in long/short leverage is insane. And whether you're" [X Link](https://x.com/MilkRoad/status/2017221068767842712) 2026-01-30T12:59Z 96.9K followers, [----] engagements "A third of ALL $BTC is sitting in un-upgradable quantum vulnerable wallets right now. Tom Lee's nightmare scenario: A nation state quietly develops quantum computing steals that BTC and nobody knows until it's too late. (Turns out BTC's biggest threat isn't regulators. It's physics) Bookmark this incase he's right. https://twitter.com/i/web/status/2017795122503815410 https://twitter.com/i/web/status/2017795122503815410" [X Link](https://x.com/MilkRoad/status/2017795122503815410) 2026-02-01T03:00Z 96.9K followers, 31.6K engagements "@APompliano The last time Truflation showed readings this low was late [----]. And we all remember what followed. https://x.com/MilkRoad/status/2017980020812365913s=20 Truflation's US CPI just cratered from 1.24% to 0.86% in a single reading. That's their lowest inflation print since [----]. Meanwhile markets are still pricing in "higher for longer" and the Fed is holding rates at restrictive levels. Something doesn't add up. The official https://t.co/Bzc55rI8s9 https://x.com/MilkRoad/status/2017980020812365913s=20 Truflation's US CPI just cratered from 1.24% to 0.86% in a single reading. That's" [X Link](https://x.com/MilkRoad/status/2017982669338931415) 2026-02-01T15:25Z 96.9K followers, [----] engagements "Saylor. JUST IN: Michael Saylor's 'Strategy' buys [---] Bitcoin worth $75 million. JUST IN: Michael Saylor's 'Strategy' buys [---] Bitcoin worth $75 million" [X Link](https://x.com/MilkRoad/status/2018311800534822976) 2026-02-02T13:13Z 96.9K followers, [----] engagements "How Deep Into the Bitcoin Bear Market Are We Now w/ @cryptoquant_com Head of Research @jjcmoreno Bitcoin is trading CHEAPER on Coinbase than Binance. That almost never happens in bull markets. This one signal tells you who is NOT buying the dip. Tune in to know more TIME POINTS 00:00 - Intro 01:00 - Called the Bear Early 01:45 - January Crash 02:29 - Onchain vs Macro Analysis 03:22 - Bull Score = [--] 08:59 - Can It Recover 10:32 - Bear for a Year 12:22 - ETFs Turn Sellers 14:22 - US Demand Warning 17:48 - SUMM 18:39 - Bridge 19:13 - Liquidity Dries Up 20:26 - Stablecoins BTC 22:49 - Demand Near" [X Link](https://x.com/MilkRoad/status/2018436324861087890) 2026-02-02T21:28Z 96.9K followers, 20.8K engagements "Stablecoins will act as the world's checking account. "But when they want real savings they're going to buy $BTC" (Off the back of that prediction @ARKInvest's [----] price target is $1.5M - save this and come back in 4yrs)" [X Link](https://x.com/MilkRoad/status/2018495392048906493) 2026-02-03T01:22Z 96.8K followers, 14.4K engagements "@reserveprotocol @lagoon_finance @tulipacapital @ETHPlus_" [X Link](https://x.com/MilkRoad/status/2018693715464790520) 2026-02-03T14:31Z 96.9K followers, [---] engagements "There's a persistent myth floating around that Strategy is one bad $BTC drawdown away from a forced liquidation. That their Bitcoin is pledged as collateral and margin calls are looming. Save this and remember: None of the above is true. $MSTRs Bitcoin is not collateral. This is the single most important thing to understand. Strategy's debt is primarily unsecured. There are no margin calls tied to Bitcoin's price. If $BTC drops another 20% 30% or even 50% no lender is showing up to demand they sell. That's not how their debt structure works. The maturity schedule is distant. Most of their" [X Link](https://x.com/MilkRoad/status/2018779329694752888) 2026-02-03T20:11Z 96.7K followers, 15.8K engagements "The Case for Canton Network as the Worlds Biggest Blockchain w/ @YuvalRooz Broadridge is already doing $300-400B of U.S. Treasury repo onchain. Not on Ethereum. Not on Solana. On Canton. Tune in to know more TIME POINTS 00:00 Intro 01:09 What Is Canton 10:16 JPMorgan & DTCC on Canton 15:22 Summ 16:13 Bridge 16:47 Institutional Adoption Speed 21:37 Broadridges Treasury Repo 26:40 Why Canton Has a Token 34:50 $CC Tied to Usage 36:22 Where to Trade the Token https://twitter.com/i/web/status/2018796160677192180 https://twitter.com/i/web/status/2018796160677192180" [X Link](https://x.com/MilkRoad/status/2018796160677192180) 2026-02-03T21:18Z 96.9K followers, [----] engagements "Can AI agents be trusted On @base they can. AI agents are operating in a Wild West environment rn. - No onchain reputation. - No permissionless discovery mechanism. - No standardized way to verify who built them. Base just became the first Ethereum L2 to deploy ERC-8004. (Creating public onchain registries for AI agent identities feedback scores and authenticity proofs). ICYM the explainer we dropped when ERC-8004 first hit mainnet here's a bastardized version covering what it actually does: At its core ERC-8004 is just a LinkedIn profile system for AI agents but one that nobody can fake Step" [X Link](https://x.com/MilkRoad/status/2018844685746487579) 2026-02-04T00:30Z 96.9K followers, 24.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MilkRoad Milk Road
Ethereum is seeing significant growth, with application revenue now above $42m/day, the highest the network has ever produced, and stablecoin supply on Ethereum just crossing $184b. Additionally, institutions are taking notice, with a $500m bet that Solana outperforms Bitcoin and Ethereum, and Grayscale adding staking to its ETH and SOL ETNs. Meanwhile, the crypto market is preparing for a potential bull run, with some analysts predicting a surge in value.
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Social Influence
Social category influence finance #3469 cryptocurrencies #1746 stocks #3138 exchanges #255 technology brands 12.27% travel destinations 6.13% countries 4.91% financial services #351 currencies 1.84% social networks 1.84%
Social topic influence milk #96, crypto #1091, $btc #425, bitcoin #1070, $eth #1189, ai #1622, mrbeast #885, coinbase #50, up to #2515, gold 6.44%
Top accounts mentioned or mentioned by @step @polymarket @mrbeast @bloomberg @lolast1400 @milkroadmacro @0xpikki @coinbase @uniswap @tradingview @markyusko @levi_researcher @kalshi @fundstrat @theotherparker @0xneodallas @ddbmxacc @milkroadai @reserveprotocol @skyecosystem
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) Coinbase Global Inc. (COIN) BlackRock Inc (BLK) iShares BTC Trust (IBIT) Tether (USDT) Solana (SOL) USDC (USDC) BITMINE IMMERSION TECH (BMNR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Investing in robotics is hard. We make it easy. We compared the specs of the top [--] humanoids so you can spot the winners early. Sign up for our FREE AI Newsletter today"
X Link 2026-01-23T14:50Z 96.9K followers, 190.5K engagements
"The first SOL ETF approval deadline falls [--] days after Gary Gensler leaves office and [--] days after Trump takes charge. The likelihood of acceptance is very high. Join 330K+ crypto enthusiasts for daily insights. Subscribe now (its free)"
X Link 2024-12-11T11:55Z 96.5K followers, 717.8K engagements
"Ethereum just broke a record most people dont know about. It became the fastest major asset in history to hit a $500B market cap. $ETH - [---] years. $AAPL - [--] years. $BTC - [--] years. Crypto is the fastest growing asset class in history"
X Link 2025-08-23T16:00Z 96.6K followers, 257.2K engagements
"Up to $15B in forced selling just got taken off the table. The @MSCI_inc indexes roughly $18 Trillion in assets globally. They have officially decided not to exclude companies that hold $BTC or crypto on their balance sheets within its indexes. That removes a major overhang that markets were watching and avoids billions in forced selling. It also preserves access to trillions of dollars in index tracked capital. This is another bullish signal. JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes. JUST IN: MSCI decides not to exclude Bitcoin & crypto"
X Link 2026-01-06T23:26Z 96.7K followers, [----] engagements
"Why Most Ethereum Layer 2s Are About to Disappear w/ @21shares Global Head of Research Eliezer Ndinga Most Ethereum L2s didnt fail. They solved the wrong problem. Scaling is no longer the bottleneck. Distribution users and apps are. Thats why [----] wont be about more L2s itll be about which ones survive. Tune in to know more TIME POINTS 00:00 Intro 01:10 Why Most Ethereum L2s Wont Survive [----] 04:20 Is This Bullish for $ETH 05:46 How to Evaluate L2s as an Investor 08:16 Regulated ICOs Go Mainstream 10:58 Will Crypto Treasury Companies Fail 14:00 ETFs vs Treasury Stocks 15:19 Reserve 15:45"
X Link 2026-01-11T10:35Z 96K followers, 10.6K engagements
"Before Gary Gensler turned evil. ( Joining the SEC ) He taught a full MIT lecture explaining what blockchain actually is and what problem it was built to solve. Save this post. If you ever want a clean reset on cryptos first principles this is it"
X Link 2026-01-11T17:30Z 96.2K followers, [----] engagements
"In the equity world there are plenty of indices that are used as benchmarks like the S&P [---] Nasdaq etc. But crypto doesn't really have that. Weve kind of defaulted to using Bitcoin as the http://x.com/i/article/2011396573776007168 http://x.com/i/article/2011396573776007168"
X Link 2026-01-14T16:14Z 96.1K followers, 32.5K engagements
"Mr Beast x Bitmine Now $ETH has no choice but to hit $10k"
X Link 2026-01-15T15:33Z 96K followers, 59.6K engagements
"Bitcoin Crash ETF Flows Tell a Very Different Story w/ @JSeyff ETF flows are the most misunderstood data point in crypto. Outflows dont always mean bearish. Sometimes its just mechanics unwinding. And on heavy red days The consistent pattern is surprisingly simple: people buy the dip. Tune in to know more TIME POINTS - Intro - The First Chart James Checks on Red Days - How $BTC ETFs React During Sell-Offs - Who Is Driving Crypto ETF Demand - Traders vs Long-Term Holders - How This Compares to Past Crypto Crashes - Which Crypto ETFs Are Winning Right Now - The Next Wave of Crypto ETF Filings -"
X Link 2026-01-20T21:39Z 96.5K followers, [----] engagements
"Treasuries and commodities are now moving onchain. Tokenized U.S. Treasury value has grown from low single digit billions to well over $10B in a little over a year. BlackRocks $BUIDL fund alone sits around $1.7B and continues to grow. Gold followed the same path. $XAUT crossed $1.8B with $PAXG close behind and together they now control the vast majority of tokenized gold supply. Institutions are using blockchains to issue hold and transfer real assets at scale. https://twitter.com/i/web/status/2014737437273293187 https://twitter.com/i/web/status/2014737437273293187"
X Link 2026-01-23T16:30Z 96K followers, [----] engagements
"The dollar is crashing and everyone's panicking. They've got it backwards. The U.S. dollar shed roughly 9% against major currencies in [----]. Another 1.5% vanished in the opening weeks of [----]. Financial media is treating this like a crisis. But when reliable returns disappear from classically safe dollar yield products like U.S. Treasuries capital doesn't sit idle. It moves further out along the risk curve. (Into asset classes like crypto). The last time the dollar fell this hard was [----]. A year in which $BTC moved from $1000 in January to $20000 in December. That's a 20x move in a [--] month"
X Link 2026-01-26T13:36Z 96.1K followers, 23.9K engagements
"BlackRock just moved $203M in crypto to Coinbase Prime in under an hour. $159M of $BTC from $IBIT $44M of $ETH via $ETHA (Signaling intent to sell) Here's a blend of what likely influenced the move: - Trump just threatened 100% tariffs on Canada - There's a 75% chance of a government shutdown this week - The Fed has a 97.2% probability of holding rates steady Pick your poison. (But its most likely the first two. Rate cuts should already be priced in at this point). Any one of these headlines hitting at the right (or wrong) time has the potential to trigger risk-off positioning. All three"
X Link 2026-01-26T15:41Z 96.2K followers, [----] engagements
"Tether is expected to make $20B in [----] earnings. In terms of bank profits that would make it a top [--] earner. And this is all outside of the potential $1.5B in unrealized gains it has made on its recent gold purchase(s). Video: @WilfredFrost's Master Investor Podcast Hows this for a trade In Q4 of last year Tether quietly acquired [--] tons of gold. That single purchase was worth $4.4B at the time. Today That position is up 34% (best case). We're talking a potential $1.5B gain in a few months. Now here's what most people are missing https://t.co/pUDOrWvuxN Hows this for a trade In Q4 of last"
X Link 2026-01-26T20:25Z 96.2K followers, 23.2K engagements
"What Coinbase Ventures Is Buying in Crypto Right Now w/ Head of @coinbase Ventures @HoolieG The real AI x crypto play isnt AI tokens. Its AI agents paying AI agents onchain. Tune in to know more TIME POINTS 00:00 - Intro 01:01 - Coinbase Ventures Best Investments 05:19 - Prediction Markets vs SocialFi 07:07 - How Coinbase Ventures Invests 08:33 - Market Timing vs Conviction 12:02 - Sponsor: Chainlink 12:22 - Sponsor: Bridge 12:45 - Why Stablecoins Could Still 100x 17:04 - How Retail Gets Early Access 21:10 - Top Sectors Coinbase Is Backing 25:50 - Crypto x AI x Robotics 31:15 - Is the 4-Year"
X Link 2026-01-26T22:03Z 96.1K followers, [----] engagements
"@reserveprotocol @CoinMarketCap @Aster_DEX Learn more about the CMC20 below: https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V"
X Link 2026-01-27T11:14Z 96.2K followers, [---] engagements
"Everyone's focused on silver breaking resistance and going parabolic thanks to its safe-haven status But the story behind the scenes isn't about a flight to safety. It's hidden in the industrial data. The data centers powering your ChatGPT queries and the solar panels generating their electricity are vacuuming up silver at unprecedented rates. While every EV rolling off the line is packed with silver. Electrical contacts. Switches. Relays. Fuses. Battery systems. Charging infrastructure. Circuit boards The common narrative wants you to think this is fear-driven safe haven buying. And that's"
X Link 2026-01-27T13:31Z 96K followers, 14.1K engagements
"@HYPERneobank @jerallaire @theallinpod For trading it or accessing it"
X Link 2026-01-27T14:20Z 96.2K followers, [--] engagements
"Crypto has been the worst performing asset class of the last [--] months and nobody wants to talk about it. Look at these numbers: Silver: +267% Gold: +84% Copper: +38% Nasdaq: +22% S&P 500: +16% Russell 2000: +16% $BTC: -14% $ETH: -8% Total crypto market cap: -14% Altcoins: -50% Every single traditional asset class is green. Commodities are ripping. Even small caps managed to post gains. Meanwhile crypto the supposed hedge against everything the "uncorrelated asset" the future of finance is the only red on the board. Not slightly underperforming. Dead last. When risk assets rallied crypto"
X Link 2026-01-27T14:50Z 96K followers, 30.6K engagements
"Consumer confidence just crashed to levels we haven't seen since [----]. That's worse than COVID Here's what just happened and what it means for 2026's outlook: The latest data shows Americans are the most pessimistic they've been in over a decade. The share of people saying jobs are hard to get is the highest since February [----]. All while fewer and fewer people expect their incomes to rise. Which might feel weird given that asset markets are sitting at or near all-time highs right now. But that highlights the massive disconnect that has been forming over the past year or so. And it feels like"
X Link 2026-01-27T16:55Z 96K followers, 16.1K engagements
"Why You Only Have Until [----] to Build Wealth w/ @RealVision Founder @RaoulGMI Gold is moving. Crypto isnt. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more TIME POINTS 00:00 Intro 00:52 Why the [----] Crypto Cycle Is Different 03:50 Global Liquidity: The Real Driver of Crypto 09:08 Raoul Pal x Milk Road PRO Offer 09:22 The Damage From the Biggest Crypto Liquidation 12:29 When Retail Comes Back to Crypto 14:31 $BTC vs Gold: The Catch-Up Trade 16:18 The Macro Case for a 5-Year Cycle 18:33 What Happens After"
X Link 2026-01-27T21:20Z 96.3K followers, 110.3K engagements
"@Fidelity @RWA_xyz Edit: $5.9T (with a T) asset manager"
X Link 2026-01-28T17:28Z 96.2K followers, [---] engagements
"DeFi's biggest problem isn't technology. It's translation. Traditional finance runs on quarterly reports standardized metrics and verifiable data. DeFi runs on Discord alpha Twitter threads and "trust me bro" tokenomics. This mismatch has kept billions in institutional capital on the sidelines. But @SkyEcoInsights just made a move to fix that. They've established an independent analytical resource solely focused on one thing: Institutional-grade financial reporting for the @SkyEcosystem. I.e. Theyre meeting traditional investors where they are by speaking a language theyre used to: -"
X Link 2026-01-28T21:29Z 96.2K followers, [----] engagements
"Robinhood just made its second big move in 24hrs quietly investing in institutional crypto infrastructure. The retail trading big-dogs joined a $45M extension round for @talostrading a company that builds unified trading technology for institutions. This pushes Talos's Series B to $150M total. And the investor list reads like a who's who of serious money: Sony Innovation Fund IMC Trading Andreessen Horowitz and Fidelity all put capital behind this. Here's why this matters more than your average funding headline: Talos isn't building consumer apps. They're building the pipes that connect"
X Link 2026-01-29T15:14Z 96.1K followers, [----] engagements
"Yikes China just dumped U.S. Treasuries to an 18-year low while stacking gold at record pace. Beijing now holds just $682.6B in U.S. government debt down from over $1.1T at peak levels. They've fallen to third place behind Japan and the UK. Meanwhile the People's Bank of China pushed gold reserves to [----] tonnes extending a 14-month buying streak. This is significant because we're watching a superpower actively de-dollarize in real time. For years China recycled trade surpluses into U.S. Treasuries. It was the default playbook: Safe liquid dollar-denominated. But that playbook is now being"
X Link 2026-01-29T15:56Z 96.2K followers, 11K engagements
"$220M in "zombie $ETH" is about to come back to life. But most people have no idea what's actually happening or why - so here's a beat-by-beat: Back in [----] a hacker drained 3.6M $ETH from TheDAO the first major DeFi experiment. Ethereum hard forked to recover most funds but some $ETH went unclaimed and sat dormant for nearly a decade. Now [-----] $ETH (roughly $220M) is being deployed to fund audits security tools and teams protecting DeFi protocols and wallets. No corporate agenda. Just battle-scarred veterans (like Vitalik Taylor Monahan and Alex Van de Sande) who remember what happens when"
X Link 2026-01-29T16:27Z 96.1K followers, 11.9K engagements
"BREAKING: The Senate Agriculture Committee just advanced the CLARITY Act Most people have no idea how far this bill still has to travel from here on out. So let's fix that: First the committee files its official report and the bill lands on the Senate Legislative Calendar. Then Majority Leader Thune decides when to bring it to the floor. If there's a unanimous consent agreement debate moves fast with set limits on amendments and timing. If not we're looking at a motion to proceed which can get filibustered. If it reaches debate senators will fight over the fine print. (Consumer protections"
X Link 2026-01-29T16:41Z 96.7K followers, 63.1K engagements
"Something just triggered a coordinated liquidation across every major asset class - we're talking $5T+ gone Gold down 8.2% ($3T gone) Silver down 12.2% ($760B wiped) S&P [---] down 1.23% ($780B removed) Nasdaq down 2.5% ($760B shed in hours) Bitcoin down 4.34% ($100B quickly erased) We're looking at roughly $5.4T erased from global markets in a single session. This smells less like random profit-taking and more like a liquidity event. Simultaneous selling pressure across precious metals equities and crypto - all moving in lockstep That ain't exactly normal. Jury's still out but it feels like"
X Link 2026-01-29T17:34Z 96.7K followers, 44.4K engagements
"One of the most important financial decisions of the decade is set to happen next week: Trump is naming a new Fed Chair. The betting markets have a clear favorite: Rick Rieder. If that name doesn't ring a bell it should. He's BlackRock's CIO of Global Fixed Income managing over $2.4T in assets. More importantly he's publicly pro-Bitcoin. Rieder has gone on record multiple times saying $BTC belongs in portfolios calling it 'a durable mechanism' and 'a legitimate store of value.' Now imagine that perspective sitting in the most powerful monetary policy seat on Earth."
X Link 2026-01-29T18:01Z 96.4K followers, 21.5K engagements
"Consumer confidence hit a [--] year low on Tuesday and similar cracks are beginning to show in recent housing market data. [--] in every [--] home purchases was canceled in December. That's the highest rate for any December on record going back to [----]. Everyone's focused on home prices as the health indicator. And yes prices have been remarkably sticky despite everything we've thrown at them. But here's what that analysis misses: Price is a lagging indicator. Contract cancellations are a leading one. 40000+ pending US home sales fell out of contract last month alone according to Redfin. That's not a"
X Link 2026-01-29T19:58Z 96.4K followers, [----] engagements
"Will the Rotation From Gold to Bitcoin Actually Happen w/ @BitwiseInvest CIO @Matt_Hougan & Head of Research @RasterlyRock Central banks dont buy the best technology. They buy what feels safest until it doesnt. Tune in to know more TIME POINTS 00:00 Intro 00:54 Why Gold & Silver Are Ripping 05:13 Why Central Banks Choose Gold 08:28 Golds Comeback: A Quick History 13:36 Is Gold Rotating Into Bitcoin 18:07 Can $BTC Catch Up to Gold 22:15 Bridge 22:48 Chainlink 23:09 Clarity Act: What Changed 24:48 Government Shutdown Risk 26:21 Does Crypto Need Permission 31:39 Gold-Backed Stablecoins 33:41"
X Link 2026-01-29T22:29Z 96.1K followers, 13.9K engagements
"The [----] 'Stealth Bear Market' theory from yesterday's pod would explain A LOT: Last year the headlines screamed bullish. BlackRock was filing paperwork. Fidelity was making moves. Regulatory clarity was on the horizon. Your timeline was full of optimism. But while everyone was celebrating the "institutional adoption" narrative - altcoins were getting absolutely rinsed. - Polkadot. Down 60-70%. - Cardano. Down 60-70%. - Avalanche. Same story. This was a stealth bear market and most people missed it entirely. Why isn't this common knowledge Because $BTC masked the carnage. Bitcoin only dropped"
X Link 2026-01-30T13:45Z 96.2K followers, [----] engagements
"BREAKING: President Trump just named Kevin Warsh as the new Fed Chair. This is Kevin speaking on $BTC. BULLISH Save this video. It's history"
X Link 2026-01-30T14:01Z 96.1K followers, 15.8K engagements
"Wholesale inflation just came in scorching hot. This could change the rate cut calculus for [----]. Let me break down what happened why it matters and what it means for your portfolio: New Producer Price Index data dropped today (the same day Trump nominated Kevin Warsh to replace Jerome Powell). Historically Warsh was a known hawk (didn't like to cut rates) - but has recently begun to express more dovish views (open to cuts). Well see where he shakes out But even vague question marks around his stance could create uncertainty in the face of rising inflation - where market players do the"
X Link 2026-01-30T15:01Z 96.4K followers, 12.3K engagements
"Kazakhstan just made a $350M bet on crypto from its national reserves. The National Bank of Kazakhstan announced it's allocating $350M to a new national crypto fund through its subsidiary the National Investment Corporation. The money will flow through five hedge funds initially then expand into venture funds focused on digital assets. The hedge fund approach gives them active management and downside protection not just passive holdings. Plus they're also going to be supplementing the allocation with cryptocurrencies seized by law enforcement essentially turning confiscated assets into"
X Link 2026-01-30T17:14Z 96.2K followers, [----] engagements
"Precious metals are nuking (again) $7 TRILLION has evaporated from precious metals in [--] hours. (That's the equivalent of the total crypto market going to zero - 2.5x over) The entire precious metals complex is in free fall: GOLD crashed 13.6% below $4900. SILVER collapsed 30% below $85. PLATINUM dropped 27.25% below $2100. PALLADIUM fell 21.5% below $1700. Stay safe out there folks: This much capital destruction can create ripple effects. Watch for contagion into other asset classes. https://twitter.com/i/web/status/2017314339980804120 https://twitter.com/i/web/status/2017314339980804120"
X Link 2026-01-30T19:09Z 96.1K followers, 44.2K engagements
"The first U.S. bank failure of [----] just happened on the same day silver had its worst crash in [--] years. Illinois regulators just shut down Chicagos Metropolitan Capital Bank & Trust ($261M) citing unsafe conditions and weak capital. The FDIC stepped in immediately. First Independence Bank in Detroit is assuming nearly all deposits and assets. By itself this might have gotten lost in the noise of the newsfeed But it happened alongside something far more dramatic. Spot gold plunged over 12% to around $4900 per ounce. Silver collapsed more than 30% to about $85 its steepest single-day drop"
X Link 2026-01-31T16:32Z 96.4K followers, 58.7K engagements
"Many are still scratching their heads confused about why precious metals tanked this week. Short answer: Kevin Warshs Fed Chair nomination was the straw that broke the camels back. Long answer: This was an uncertainty trade unwinding in real time. For months markets had no idea who would lead the Federal Reserve. That ambiguity was rocket fuel for hard assets. Gold and silver love uncertainty. When nobody knows where monetary policy is headed investors pile into things that can't be printed. Then Kevin Warsh's odds of becoming Fed Chair spiked. And everything shifted 1/ Markets had priced in"
X Link 2026-01-31T17:06Z 96.4K followers, 10.4K engagements
"$70000000000 just vanished from crypto in a [--] min span. If you have wallet notifications turned on and are freaking out right now - here's a step by step of what actually happened: This sell off is the result of (more) bad news hitting a market already on edge. Think of it like a Jenga tower that's been wobbling for weeks. Someone finally pulled the wrong block. $BTC had already dropped from recent highs to around $84k by January 30th. Liquidity is paper thin right now because its a Saturday (weekend trading is notorious for violent moves). Take that and add: - Explosions at Iran's Bandar"
X Link 2026-01-31T17:25Z 96.1K followers, 99.9K engagements
"Save this post before the algorithm buries it: "It's the beginning of the end of the monetary system as we know it." Ray Dalio predicts the collapse of the U.S. Dollar and all fiat currencies"
X Link 2026-01-31T18:55Z 96.6K followers, 13.6K engagements
"@DebtDaddyDave That's the eternal question. There IS a CME gap to the upside $84k - but its not guaranteed that it will immediately fill (or at all)"
X Link 2026-01-31T20:54Z 96.7K followers, [---] engagements
"Tom Lee on Thursday: ETH might go to $2400 but its a touch and thats the bottom. Today: $ETH touched $2400. . but is this the bottom (Save this and come back in [--] week)"
X Link 2026-02-01T00:03Z 96.3K followers, 46.3K engagements
"Truflation's US CPI just cratered from 1.24% to 0.86% in a single reading. That's their lowest inflation print since [----]. Meanwhile markets are still pricing in "higher for longer" and the Fed is holding rates at restrictive levels. Something doesn't add up. The official CPI narrative says inflation is sticky around 2.5-3%. Independent real-time data says we're already below 1%. That's roughly a 3x divergence between what the government reports and what prices are actually doing on the ground. Here's what's driving the collapse: - Utilities down 0.13%. - Clothing down 0.08%. - Housing down"
X Link 2026-02-01T15:15Z 96.6K followers, 35.5K engagements
"A tighter balance sheet means less liquidity less liquidity means less cash finding its way into asset markets. If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter Fed balance sheet which means less liquidity across markets. https://t.co/fye4ds2o06 If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter"
X Link 2026-02-01T15:45Z 96.5K followers, [----] engagements
"Power is about to become a real problem. Americas electricity grid is already struggling and AI data centers are the main reason. To put it in perspective a single Microsoft data center can require up to [---] megawatts of power. Thats the same as a city. Without upgrades grid operators have warned about the risk of rolling blackouts. This is exactly the problem @FuseEnergy is trying to solve. What makes Fuse different is that they didnt skip the hard parts. Theyve spent the last three years building the infrastructure that most DePIN projects ignore. @FuseEnergy is fully vertically integrated."
X Link 2026-02-01T20:15Z 96.2K followers, [----] engagements
"This account correctly called $BTC's fall from ATHs and now its calling for a 40% gain - starting today: "BTC can dump anywhere between -20% and -77% by next pivot between [--] November and [--] February" "It would be ridiculous if BTC only dumps [--] to 34%. Logically it should be more than that but smaller than 77%" ✅ BTC fell -40% between its Oct [--] [----] ATH and Feb [--] (today). Ok so where to from here Based on their yearly cycle analysis. "The next pivot around [--] February for a +40% move." Which would put us at $104k between now and September. Save this post and come back in [--] months. Update: This"
X Link 2026-02-02T12:54Z 96.1K followers, 104.5K engagements
"BREAKING: ISM PMI just came in at [----] vs [----] expected This [--] point beat is MASSIVE. Especially when market fear is peaking like it is. Heres what it tells us: U.S. manufacturing purchasing managers are buying goods at a pace nobody predicted. This matters because the ISM PMI is one of the cleanest reads on economic momentum we have. It surveys purchasing managers across U.S. manufacturing basically asking: "Are you buying stuff because you expect economic growth or holding back because you expect weakness" And their feedback holds REAL weight. These aren't retail investors or Twitter"
X Link 2026-02-02T15:53Z 96.4K followers, 78K engagements
"@mikealfred This is everything. Above [--] indicates expansion. Below [--] indicates contraction. A [----] print is the highest the ISM has been since [----] https://x.com/MilkRoad/status/2018351994373845064 BREAKING: ISM PMI just came in at [----] vs [----] expected This [--] point beat is MASSIVE. Especially when market fear is peaking like it is. Heres what it tells us: U.S. manufacturing purchasing managers are buying goods at a pace nobody predicted. This matters because the ISM https://t.co/Xeffdz3OEF https://x.com/MilkRoad/status/2018351994373845064 BREAKING: ISM PMI just came in at [----] vs 48.5"
X Link 2026-02-02T16:03Z 96.5K followers, 53.1K engagements
"The Bitmine bankruptcy bears are about to look absolutely foolish. At current $ETH prices ($2350) Bitmine is pulling in $25M per month just from staking. They're also sitting on $586M in USD that's generating another $2M monthly. All with roughly $14B worth of $ETH on their balance sheet and zero debt on their books. This isn't some degen operation praying for a pump. This is a cash flow machine with a fortress for a balance sheet. But for some reason they're about to fire sale their $ETH and collapse into bankruptcy The math aint mathin on that thesis. The blowups of [----] may have"
X Link 2026-02-02T17:31Z 96.7K followers, 206.3K engagements
"If the last week has taught us anything its that onchain markets DO NOT MATTER. at least not yet. $9T moved in traditional markets last Thursday alone: $5.4T down (mostly precious metals). $3.6T back up. All of it happening on legacy rails. And all of it highlighting how onchain markets are still just a very small player on a very large field. But what makes onchain markets different is that theyre on a trajectory to become the field ITSELF. That's why we keep harping on about the Total RWA Value chart being the most important chart in crypto right now. Every basis point of growth represents"
X Link 2026-02-02T18:23Z 96.2K followers, 35.4K engagements
"This deserves WAY more attention than it's getting $HYPE is ripping while everything else bleeds - and it's all thanks to RWAs. Last week Hyperliquid captured 2% of the world's primary silver market. But they only listed silver [--] days ago. Two percent of global silver trading volume on an asset they listed just a month ago Thats INSANE. This is what were getting at with the nothing else matters except RWA adoption tilt were on right now. Fees on Hyperliquid are paid in $HYPE. All that silver trading volume didn't just help $HYPE survive the crypto market nuking. It meant it thrived. $HYPE"
X Link 2026-02-02T20:14Z 96.5K followers, 18.8K engagements
"The name of the DAT game is typically to sell shares buy asset of choice. With an ETH treasury you can add staking yield on top yes - but they won't use the staking yield to buy more ETH as staking yields are already paid in ETH. Any yield they earn on their dollar cash piles can be put into ETH though https://twitter.com/i/web/status/2018428863928270867 https://twitter.com/i/web/status/2018428863928270867"
X Link 2026-02-02T20:58Z 96.4K followers, [---] engagements
"HOLY HELL January's stablecoin volume hit $10.3T. (Last year's ENTIRE annual volume was $33T) We just did nearly a THIRD of that in [--] days. $USDC alone processed $8.4T in January. That's more than double Visa's entire Q1 payment volume of $4T. - $USDT added another $1.8T. - $DAI at $58.1B. - $USDS at $57.7B. The use of tokenized dollars is scaling faster than anyone expected. And I know I know - stablecoins are stable (and that makes them boring) But this isn't about stablecoins. It's about the pipes. RWAs are the most important sector in crypto right now. The higher RWAs clims the more of"
X Link 2026-02-03T13:13Z 96.1K followers, 17.4K engagements
"@QuintenFrancois Winners for stable volume January by chain were: - Base $5.8T - Ethereum $2.2T - Tron $672.0B (What makes Base's win all the more impressive is that it's 6th overall for stable supply) https://x.com/MilkRoad/status/2018674211020329355 HOLY HELL January's stablecoin volume hit $10.3T. (Last year's ENTIRE annual volume was $33T) We just did nearly a THIRD of that in [--] days. $USDC alone processed $8.4T in January. That's more than double Visa's entire Q1 payment volume of $4T. - $USDT added another $1.8T. https://t.co/Cj8puT3Icw https://x.com/MilkRoad/status/2018674211020329355"
X Link 2026-02-03T13:18Z 96.2K followers, [---] engagements
"@Degenmike06 Winners for stable volume January by chain were: #1 - Base $5.8T #2 - Ethereum $2.2T #3 - Tron $672.0B (Base's win is all the more impressive as it's 6th overall for stable supply) https://x.com/MilkRoad/status/2018674211020329355 HOLY HELL January's stablecoin volume hit $10.3T. (Last year's ENTIRE annual volume was $33T) We just did nearly a THIRD of that in [--] days. $USDC alone processed $8.4T in January. That's more than double Visa's entire Q1 payment volume of $4T. - $USDT added another $1.8T. https://t.co/Cj8puT3Icw https://x.com/MilkRoad/status/2018674211020329355 HOLY"
X Link 2026-02-03T13:20Z 96.2K followers, [---] engagements
"Gold and silver just staged one of the most aggressive rebounds in recent memory (again) After last week's historic plunge spot gold ripped 12.39% from its lows to hit $4949. Silver was even more violent surging 23.2% off lows to $87.94 per ounce. We're talking trillions in market value added in a matter of hours. (That's multiple crypto market cap equivalents wiped and re-added in the past week) The selloff looked catastrophic on the surface. Profit-taking & potential liquidity issues cascaded into margin calls. Fears around a hawkish Fed chair nominee added fuel. For a moment it felt like"
X Link 2026-02-03T13:38Z 96K followers, [----] engagements
"When the market nuked on Saturday we noted one of the things to watch for a recovery was ETF flow direction this week. Well we come bearing good news Bitcoin ETFs just saw $561.8M of inflows as institutions bought the dip yesterday. Every single major ETF recorded either positive or neutral flows. Zero outflows (not a one). This is the first step in reversing late January's $1.49B in weekly exits as $BTC dipped below $80K. Institutions are buying in the $78K to $79K range - the exact zone where retail has been capitulating. Institutional players operate on longer time horizons with access to"
X Link 2026-02-03T14:31Z 96.7K followers, 12.5K engagements
""The original vision of L2s and their role in Ethereum no longer makes sense" - @VitalikButerin Here's Vitaliks rethink of the Ethereum L2 vision explained in [--] mins. (Save this. You'll come back to it) The original vision for L2s was simple: They would be "branded shards" of Ethereum providing massive scaling while inheriting all of Ethereum's security guarantees. Your transactions would be valid uncensored and irreversible as long as Ethereum itself kept running. That vision is now blurring. First the L1 is scaling on its own. Fees have dropped to [----] gwei. Block gas limits are targeting a"
X Link 2026-02-03T18:06Z 96.1K followers, 26.1K engagements
"Please no more winning - New yearly low for $BTC at $72.9k - 85% chance Bitcoin drops below $70k according to Kalshi - $276.05M of liquidations in the past hour ($270M of which were longs)"
X Link 2026-02-03T19:12Z 96.2K followers, [----] engagements
"@ParadoxUnboxed Hahaha forgive us for our sins"
X Link 2026-02-03T22:57Z 96K followers, [---] engagements
"@NotVanGogh88 @overdrive_sol @base @bankrbot I have zero idea how to claim it but I like this"
X Link 2026-02-04T00:53Z 96K followers, [----] engagements
"@reserveprotocol We pick the CMC20: https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V https://x.com/MilkRoad/status/2011472039060951395 https://t.co/TwDiCdpF5V"
X Link 2026-02-04T13:27Z 96.2K followers, [---] engagements
"Ripple Prime just integrated Hyperliquid. Heres who wins and how. ( $HYPE vs. $XRP holders ) This integration means more institutional capital will start flowing through Ripple's compliant infrastructure directly onto Hyperliquid's platform. We're talking about a major prime broker building a bridge between Wall Street and the protocol that already dominates onchain perpetuals with over 70% market share. This will likely push trading volume on Hyperliquid higher over time as institutions get comfortable. Daily volume is already multi-billion. Protocol revenue already sits at $1.5 to $4M+"
X Link 2026-02-04T15:59Z 96.6K followers, [----] engagements
"Didn't hear a direct 'no' to the idea of the U.S. gov. actively buying $BTC. Does this mean the cards are still on the table"
X Link 2026-02-04T17:17Z 96.2K followers, 20.8K engagements
"@Kalshi Even so. https://x.com/MilkRoad/status/2019098105631896026 Didn't hear a direct 'no' to the idea of the U.S. gov. actively buying $BTC. Does this mean the cards are still on the table https://t.co/jh6DoDUw16 https://x.com/MilkRoad/status/2019098105631896026 Didn't hear a direct 'no' to the idea of the U.S. gov. actively buying $BTC. Does this mean the cards are still on the table https://t.co/jh6DoDUw16"
X Link 2026-02-04T17:19Z 96.1K followers, [----] engagements
"Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating. Big players positioning to buy the dip is the easy narrative. But the bigger story is what this tells us about market infrastructure. Stablecoin supply hitting new all-time highs during a crypto drawdown isn't the bullish signal most people think it is. Rising supply has historically preceded bull runs yes. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. Supply growth"
X Link 2026-02-04T18:06Z 96.1K followers, [---] engagements
"@AshCrypto Stable supply hitting new aths during a crypto drawdown isn't the bullish signal most people think it is. Rising supply has historically preceded bull runs yes. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. https://x.com/MilkRoad/status/2019110343738552447 https://x.com/MilkRoad/status/2019110343738552447"
X Link 2026-02-04T18:07Z 96.1K followers, [---] engagements
"@cryptorover Rising supply has historically preceded bull runs. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. So stable supply hitting new aths during a drawdown isn't the bullish signal most people think it is. https://x.com/MilkRoad/status/2019110343738552447 https://x.com/MilkRoad/status/2019110343738552447"
X Link 2026-02-04T18:08Z 96.1K followers, [---] engagements
"Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating. Big players positioning to buy the dip is the easy narrative. But the bigger story is what this tells us about market infrastructure. Stablecoin supply hovering around new all-time highs during a crypto drawdown isn't the bullish signal most people think it is. Rising supply has historically preceded bull runs yes. But we've also seen record stablecoin market caps during choppy and falling $BTC prices. Supply"
X Link 2026-02-04T18:09Z 96.2K followers, 12.9K engagements
"A lot of projects are thinking "what are we supposed to do now" "But the really big established DeFi projects the ones generating revenue like @SkyEcosystem." "This is the moment we've been hoping for all this time." (Video: @CoinDesk) . can't argue w/ their numbers 👇"
X Link 2026-02-04T18:42Z 96.1K followers, [----] engagements
"Percentage performance comparison (since Nov [--] 2025's bottom): - $SKY +47.21% - $BTC -12.50% - $ETH -21.12% - $SOL -26.13%"
X Link 2026-02-04T18:42Z 96.1K followers, [---] engagements
"@MilkRoadMacro Crypto is down equities is down and even metals had a sharp pullback"
X Link 2026-02-04T19:39Z 96.1K followers, [---] engagements
"@StockSavvyShay Here's why tech is selling off today/yesterday (spoiler it's Anthropic's fault): https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4% (down $1T) - S&P -0.95% (down $580B) - Russell [----] -2% (down $64B) Here's the context most people are missing: The selloff started yesterday and accelerated today https://t.co/ShmXHf09fM https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4%"
X Link 2026-02-04T20:03Z 96.1K followers, [---] engagements
"@GrindeOptions Yes. Yes I can. Anthropic released new industry-specific Claude Cowork plugins targeting high-salary knowledge work. This is the most concrete job displacement threat we've seen from a major AI lab since ChatGPT retired the worlds copywriters. https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4% (down $1T) - S&P -0.95% (down $580B) - Russell [----] -2% (down $64B) Here's the context most people are missing: The selloff started yesterday and accelerated today"
X Link 2026-02-04T20:06Z 96.1K followers, [----] engagements
"@jimcramer ICYMI: Anthropic released new industry-specific Claude Cowork plugins targeting high-salary knowledge work and reducing reliance enterprise software. That's why the sector is bleeding. https://x.com/MilkRoad/status/2019137963389775885 Ouch It's not just crypto selling off today. $1.6T just vanished from U.S. equity markets. - Nasdaq -2.4% (down $1T) - S&P -0.95% (down $580B) - Russell [----] -2% (down $64B) Here's the context most people are missing: The selloff started yesterday and accelerated today https://t.co/ShmXHf09fM https://x.com/MilkRoad/status/2019137963389775885 Ouch It's"
X Link 2026-02-04T20:08Z 96.1K followers, [---] engagements
"@Mercuryo_io @Bybit_Official Give your video editor a raise this is awesome"
X Link 2026-02-05T14:03Z 96.1K followers, [---] engagements
"The labor market just shifted further into the red. Heres what happened/why its actually bullish: U.S. jobless claims jumped to [------]. The Labor Department reported Americans filing new unemployment claims hit a two-month high last week. That's [-----] more than the previous week and well above the [------] economists expected. This matters because the Fed has been searching for signs of labor market cooling to justify rate cuts. Recently the job market has been stubbornly resilient pushing rate cut expectations further out. This data point helps shift that narrative. Here's what's actually"
X Link 2026-02-05T15:13Z 96.2K followers, [----] engagements
"@Kalshi Broke down what this means for crypto here: https://x.com/MilkRoad/status/2019429250869391396 The labor market just shifted further into the red. Heres what happened/why its actually bullish: U.S. jobless claims jumped to [------]. The Labor Department reported Americans filing new unemployment claims hit a two-month high last week. That's [-----] more than the https://t.co/Ksuf5sLfJq https://x.com/MilkRoad/status/2019429250869391396 The labor market just shifted further into the red. Heres what happened/why its actually bullish: U.S. jobless claims jumped to [------]. The Labor Department"
X Link 2026-02-05T15:14Z 96.1K followers, [----] engagements
"@ehtreasurer @SkyEcosystem @CoinDesk Their buybacks fuel staking rewards so if you stake $SKY you get a cut of profits (was 13% last time we checked) If you're bullish on $SKY like we are those are some monster numbers"
X Link 2026-02-05T15:18Z 96.1K followers, [--] engagements
"@Kalshi At least he has the opportunity to lower his cost basis rn 🥴 https://x.com/MilkRoad/status/2019435158412423590 BREAKING: $BTC drops to $66.6k Today's trading so far: - $70k: lost - $69k: lost - $68k: lost - $67k: lost - $66k: holding (for now) https://t.co/tYuZaLqBe8 https://x.com/MilkRoad/status/2019435158412423590 BREAKING: $BTC drops to $66.6k Today's trading so far: - $70k: lost - $69k: lost - $68k: lost - $67k: lost - $66k: holding (for now) https://t.co/tYuZaLqBe8"
X Link 2026-02-05T15:42Z 96.1K followers, [---] engagements
"@QeYcc @arkham Silver lining I suppose"
X Link 2026-02-05T15:47Z 96.2K followers, [---] engagements
"I know Crypto Twitter will hate this because everyone's convinced we're heading to zero but you might need to hear this: Your chosen market theory doesn't matter right now. They each lead to the same (positive) thing. And that is: The buying opportunity you used to dream about when we were at all-time highs. (Please forgive my painful optimism. I can read the room but only at a 5th grade level). ICYMI: Right now therere two major competing theories being used to explain what the crypto market is doing. Theory #1: Were in the same old 4yr boom/bust cycle and we just hit the bust zone (oops"
X Link 2026-02-05T18:22Z 96.2K followers, 29.7K engagements
"@Kalshi If anyone here needs a pick me up / reframe - we got you: https://x.com/MilkRoad/status/2019476789622649061 I know Crypto Twitter will hate this because everyone's convinced we're heading to zero but you might need to hear this: Your chosen market theory doesn't matter right now. They each lead to the same (positive) thing. And that is: The buying opportunity you used to dream https://t.co/luDeUKsoqd https://x.com/MilkRoad/status/2019476789622649061 I know Crypto Twitter will hate this because everyone's convinced we're heading to zero but you might need to hear this: Your chosen"
X Link 2026-02-05T18:26Z 96.2K followers, [---] engagements
"@QeYcc @tradingview Tax drain in the lead up to April [--] then 'sell in May and go away'"
X Link 2026-02-05T18:43Z 96.2K followers, [---] engagements
"@SchoolyardPS7 @fundstrat @SeanMFarrell @fs_insight Tom's still got cash to deploy ;)"
X Link 2026-02-05T19:32Z 96.2K followers, [---] engagements
""Oh you think darkness is your ally You merely adopted the dark. I was born in it molded by it." - $BTC past cycle veterans rn"
X Link 2026-02-05T20:23Z 96.2K followers, [----] engagements
"@LolaSt1400 @cryptoquant_com They learnt what REAL pain is"
X Link 2026-02-05T20:32Z 96.1K followers, [--] engagements
"@david_dido4 @tradingview Nah it's all about tops. 4yr cycle predicted the market would top in Oct of last year (which so far it has) 5yr cycle predicted that it would peak H2 (likely Q4) of [----] - TBD"
X Link 2026-02-05T20:34Z 96.2K followers, [---] engagements
"This is for Fundstrat Capital not BMNR - but even so I'd hazard a guess and say BMNR was not going to risk sitting on their hands entirely based on their analysts' prediction. They still want to be in the market to some extent (in case the market were to rip instead of dip) This forecast may have slowed their planned buying though - who knows"
X Link 2026-02-05T22:00Z 96.2K followers, [---] engagements
"@AshCrypto Looks like someone might have blown up with $IBIT at the center of it https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the"
X Link 2026-02-06T12:51Z 96.6K followers, [---] engagements
"@MaxCrypto Looks like someone could have blown up $IBIT at the center of it https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking"
X Link 2026-02-06T12:52Z 96.2K followers, [---] engagements
"@coinbureau Looks like someone's $IBIT position might have blown up https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun"
X Link 2026-02-06T12:52Z 96.1K followers, [---] engagements
"@MrWhale Someone's $IBIT position might have nuked https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong"
X Link 2026-02-06T12:52Z 96.2K followers, [--] engagements
"@WhaleEverything Theory from Parker: Someone's $IBIT position nuked https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun pointing to Hong Kong. (Save this come back in mid May for confirmation). Heres a condensed version what Parker found: 1/ Yesterday was https://t.co/9JQk6iLdRb https://x.com/MilkRoad/status/2019755656660861386 Seems like @theotherparker_ has found a potential culprit for yesterdays crash. Someone could well have blown up with the smoking gun"
X Link 2026-02-06T12:53Z 96.2K followers, [--] engagements
"BREAKING: $1000000000 $USDT just minted for the 2nd time in [--] days (Here's what a print of this size that actually means ) Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating. Big players positioning to buy the dip is the easy narrative. But the bigger story is https://t.co/wXp4ORzdlu Tether just minted $1B $USDT on Tron while $BTC bleeds below $74K. Here's what it actually means: $3B in combined stablecoin mints over three days looks like dry powder accumulating."
X Link 2026-02-06T13:05Z 96.7K followers, [----] engagements
"CoinMarketCap's Fear & Greed Index just hit [--]. That's the lowest reading ever recorded on their viewable history. Everyone's focused on the carnage. And fair enough - the charts look brutal. Portfolios are bleeding. CT optimism is quieter than it's been in years. But here's whats being overlooked in the current market madness. Extreme fear readings have historically marked bottoms - or at the very least have ushered in relief. $BTC already bounced from $60K to $67K in the last [--] hours. That's an 11% move while sentiment sat at record lows. When everyone is petrified they assume the"
X Link 2026-02-06T14:22Z 96.2K followers, [----] engagements
"UPDATE: @SeanMFarrell has now FULLY nailed the current market downturn with a call he made back in Dec after $SOL dipped to $68 last night "My base case is a meaningful drawdown in 1H 2026" $BTC falling to $60k-$65k ✅ $ETH to $1.8k-$2k ✅ $SOL to $50-$75 ✅ Damn @Fundstrat's Head of Digital Asset Strategy @SeanMFarrell pretty much nailed this market downturn with a call made back in Dec "My base case is a meaningful drawdown in 1H 2026" $BTC falling to $60k-$65k ✅ $ETH to $1.8k-$2k ✅ $SOL to $50-$75 🟡 https://t.co/ivtc31u5A3 Damn @Fundstrat's Head of Digital Asset Strategy @SeanMFarrell pretty"
X Link 2026-02-06T14:45Z 96.2K followers, [----] engagements
"@KobeissiLetter The big dogs are buying the fear https://x.com/MilkRoad/status/2019767897535750157s=20 Warren Buffet hates crypto. But right now his advice from a decade ago might be more relevant to crypto investing than ever before. Save this video. Come back to it when youre thinking of panic selling. https://t.co/4HYBlm5SW3 https://x.com/MilkRoad/status/2019767897535750157s=20 Warren Buffet hates crypto. But right now his advice from a decade ago might be more relevant to crypto investing than ever before. Save this video. Come back to it when youre thinking of panic selling."
X Link 2026-02-06T14:46Z 96.2K followers, [---] engagements
"@drsnowbro Now if only the same could happen on my Coinbase account"
X Link 2026-02-06T15:36Z 96.2K followers, [---] engagements
"JUST IN: Paul Atkins on the CLARITY Act. "We are out to harmonize the rules between the SEC and the CFTC" Here are all of the steps between where the bill is today and it passing into law. BREAKING: The Senate Agriculture Committee just advanced the CLARITY Act Most people have no idea how far this bill still has to travel from here on out. So let's fix that: First the committee files its official report and the bill lands on the Senate Legislative Calendar. https://t.co/4pLGRdo5Ro BREAKING: The Senate Agriculture Committee just advanced the CLARITY Act Most people have no idea how far this"
X Link 2026-02-06T16:00Z 96.7K followers, 25.8K engagements
"@rektfencer Here's what both sides are saying (bulls moderate bears and giga bears) https://x.com/MilkRoad/status/2020151224264470994 The market is completely split right now on where $BTC goes next and you need to understand why before making your next move. Save this - you'll come back to it. Here's what the different camps are saying: The bulls are watching the 200-week EMA near $65000 to $68000. This https://t.co/W4xyKsnvA3 https://x.com/MilkRoad/status/2020151224264470994 The market is completely split right now on where $BTC goes next and you need to understand why before making your"
X Link 2026-02-07T15:03Z 96.3K followers, [---] engagements
"Apparently a market maker's bot just malfunctioned and liquidated $90M in $ETH shorts in under an hour. About an hour ago a grid trading bot went haywire during the worst possible moment - low weekend liquidity. The bot started firing off frantic buy and sell orders that weren't responding to real market conditions. These erratic orders amplified price swings that would normally get absorbed. $ETH whipsawed violently. The result: $87M in $ETH shorts erased in [--] minutes. Total 24-hour $ETH short liquidations hit $124M. Here's what made this so destructive: Grid bots work by placing buy orders"
X Link 2026-02-07T18:21Z 96.6K followers, 40.5K engagements
""Bitcoin will hit $250000. $1000000. $10000000. Until the dollar is no longer accepted and $BTC is THE one store of value" - Tim Draper founding partner of venture capital firm Draper Fisher Jurvetson"
X Link 2026-02-07T22:39Z 96.7K followers, 13.2K engagements
"@cryptorover Steps the CLARITY Act needs to get through in order to become law listed below. (It's daunting but possible) https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on the CLARITY Act. Staff-level officials are meeting to resolve key disputes. The bill stalled after bankers and crypto executives clashed over whether stablecoin holders should https://t.co/XTtJp7DHGZ https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking"
X Link 2026-02-08T16:59Z 96.5K followers, [---] engagements
"@pete_rizzo_ All eyes on the White House's Tue meeting We need to play catch up and get CLARITY passed https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on the CLARITY Act. Staff-level officials are meeting to resolve key disputes. The bill stalled after bankers and crypto executives clashed over whether stablecoin holders should https://t.co/XTtJp7DHGZ https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam"
X Link 2026-02-08T17:00Z 96.5K followers, [---] engagements
"@Alek_Carter Hear are all the steps the CLARITY Act needs to get through in order to become law: https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on the CLARITY Act. Staff-level officials are meeting to resolve key disputes. The bill stalled after bankers and crypto executives clashed over whether stablecoin holders should https://t.co/XTtJp7DHGZ https://x.com/MilkRoad/status/2020542629487002069 HELL YEAH: A Feb [--] White House meeting on stablecoin issues is looking finally break the logjam on"
X Link 2026-02-08T17:01Z 96.5K followers, [---] engagements
"According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $45000 🔴 The $55000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' target for Feb at the time of writing is $75000 with a likelihood of 65%"
X Link 2026-02-08T17:20Z 96.5K followers, [---] engagements
"@NoLimitGains According to Polymarket we're ranging from $50k - $90k for the rest of [----] with $75k hitting this month https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢"
X Link 2026-02-08T17:22Z 96.6K followers, [----] engagements
"@DrProfitCrypto According to Polymarket We're ranging from $50k - $90k for the rest of [----]. $75k hitting this month https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢"
X Link 2026-02-08T17:23Z 96.7K followers, [----] engagements
"@cryptorover According to Polymarket $75k is hitting this month https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has"
X Link 2026-02-08T17:23Z 96.5K followers, [---] engagements
"@TedPillows According to Polymarket: We're ranging from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢"
X Link 2026-02-08T17:24Z 96.5K followers, [---] engagements
"@BitcoinMagazine $75k hitting at some point in Feb according to Polymarket https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000"
X Link 2026-02-08T17:24Z 96.5K followers, [---] engagements
"@MelMattison1 According to Polymarket we're set to range from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢"
X Link 2026-02-08T17:25Z 96.5K followers, [----] engagements
"@Washigorira Polymarket agrees https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these"
X Link 2026-02-08T17:25Z 96.5K followers, [---] engagements
"@0xLaxo @Polymarket Buy orders set"
X Link 2026-02-08T17:26Z 96.4K followers, [---] engagements
"@0xNeodallas @Polymarket Yeah they're not gospel. But shouldn't be ignored either"
X Link 2026-02-08T17:26Z 96.4K followers, [---] engagements
"@Levi_Researcher @Polymarket 🔥"
X Link 2026-02-08T17:27Z 96.4K followers, [---] engagements
"@StockmoneyL Polymarket's bets aren't too far off this either https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has"
X Link 2026-02-08T17:30Z 96.5K followers, [---] engagements
"@DefiWimar According to Polymarket we're going to be ranging from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢"
X Link 2026-02-08T17:31Z 96.5K followers, [---] engagements
"@MaxCrypto Ranging from $50k - $90k for the rest of [----] w/ $75k hitting at some point in Feb according to Polymarket This aligns with a liquidity sweep of at least half of those shorts https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is"
X Link 2026-02-08T17:33Z 96.5K followers, [---] engagements
"@CryptoMichNL Right now Polymarket says we're set to range from $50k - $90k for the rest of [----]. w/ $75k hitting at some point in Feb https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢 $75000 🟢 $55000 🟢 $50000 🟢 $45000 🔴 The $50000 - $90000 range has majority 'Yes' rn. As for when these levels will be hit The only consensus 'Yes' https://t.co/OZUzlt8ZUq https://x.com/MilkRoad/status/2020548568734663022 According to @Polymarket here's where $BTC is headed in 2026: $100000 🟡 $90000 🟢 $80000 🟢"
X Link 2026-02-08T17:33Z 96.5K followers, [---] engagements
"@outcomealpha @0xNeodallas @Polymarket Addictive"
X Link 2026-02-08T17:37Z 96.2K followers, [--] engagements
"Looks like @saylor is gearing up to buy the dip tomorrow. All those leveraged shorts between $71-$80k probably praying he doesn't do it with any size right about now. A massive liquidity cluster is sitting between $72000-$80000 for Bitcoin. Liquidate these bears. https://t.co/StTBbSBeW2 A massive liquidity cluster is sitting between $72000-$80000 for Bitcoin. Liquidate these bears. https://t.co/StTBbSBeW2"
X Link 2026-02-08T18:30Z 96.5K followers, [----] engagements
"I feel like a rate cut would have more effect now than it would have a few months ago but I wouldn't be looking for a single event to turn the market. It will likely be a combination of factors. One factor will likely be pointed to as 'the event that fixed everything' (if/when it comes). But under the hood it will be multiple factors https://twitter.com/i/web/status/2020856309986328666 https://twitter.com/i/web/status/2020856309986328666"
X Link 2026-02-09T13:44Z 96.6K followers, [--] engagements
"Agents can now read/surf blockchains in real-time via @AlliumLabs Here's how it works: AI agents can now autonomously sign up get API keys and query real-time blockchain data across 150+ chains without human intervention. For years building anything crypto-related meant wrestling with indexers writing SQL managing infrastructure and waiting on analysts to pull numbers. This changes that. Here's what it does: 1/ The core mechanic. Your AI agent reads a single prompt signs itself up for access and starts pulling live onchain data. - No human in the loop. - No API key management. - No manual"
X Link 2026-02-09T15:15Z 96.7K followers, [----] engagements
"The real winner of last week's market chaos wasn't the traders who timed the bottom. It was DeFi. I know this sounds crazy when everyone's focused on liquidation carnage and portfolio damage. But hear me out. We just witnessed some of the highest volatility days in crypto history. Billions in liquidations with pure chaos across every exchange. And what happened to DeFi Nothing. Everything worked exactly as designed. - No halted trades. - No frozen withdrawals. - No emergency interventions from some centralized authority. - No "we're experiencing technical difficulties" messages. Just"
X Link 2026-02-09T16:15Z 96.7K followers, [----] engagements
"The U.S. government just avoided one shutdown only to set up another one this week. Congress passed a funding package on February [--] that ended the partial government shutdown. But there's a catch. The Department of Homeland Security only got funded through February [--]. That's this Friday. Watch for movement over the next [--] days. If no deal emerges by Thursday night expect headlines about a "Valentine's Day shutdown" to dominate Friday morning. 🚨BREAKING: ODDS OF ANOTHER GOVERNMENT SHUTDOWN THIS WEEK RISES TO 74% https://t.co/f4RODb49zP 🚨BREAKING: ODDS OF ANOTHER GOVERNMENT SHUTDOWN THIS"
X Link 2026-02-09T17:15Z 96.7K followers, [----] engagements
"@Polymarket Here's why things just jumped: https://x.com/MilkRoad/status/2020909332288897266 The U.S. government just avoided one shutdown only to set up another one this week. Congress passed a funding package on February [--] that ended the partial government shutdown. But there's a catch. The Department of Homeland Security only got funded through February [--]. That's https://t.co/utk4KsUz96 https://x.com/MilkRoad/status/2020909332288897266 The U.S. government just avoided one shutdown only to set up another one this week. Congress passed a funding package on February [--] that ended the partial"
X Link 2026-02-09T17:23Z 96.6K followers, [---] engagements
"@Kalshi In the lead up to this acquisition Beast Industries filed a trademark for "MrBeast Financial." That trademark specifically mentions cryptocurrency exchange platforms ;) https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become"
X Link 2026-02-09T18:28Z 96.6K followers, [---] engagements
"@chamath In the lead up to this acquisition Beast Industries filed a trademark for "MrBeast Financial" That trademark specifically mentions cryptocurrency exchange platforms Onboarding event loading https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast"
X Link 2026-02-09T18:29Z 96.7K followers, [----] engagements
"@tbpn @MrBeast Back in October leading up to this acquisition Beast Industries filed a trademark for "MrBeast Financial." That trademark specifically mentions cryptocurrency exchange platforms Could end up being a MASSIVE adoption lever https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp"
X Link 2026-02-09T18:30Z 96.6K followers, [---] engagements
"@Badie912 @step @MrBeast @Bloomberg @fundstrat @BitMNR Niiiice"
X Link 2026-02-09T18:30Z 96.7K followers, [---] engagements
"@Shagsy @step @MrBeast @Bloomberg @fundstrat $ETH integration loading you think"
X Link 2026-02-09T18:31Z 96.6K followers, [--] engagements
"@MKjrstad @step @MrBeast @Bloomberg @fundstrat do your thing"
X Link 2026-02-09T18:31Z 96.6K followers, [---] engagements
"@StockMKTNewz Beast Industries filed a trademark for "MrBeast Financial" That trademark specifically mentions cryptocurrency exchange platforms BMNR backs this deal $ETH to be integrated https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about"
X Link 2026-02-09T18:33Z 96.6K followers, [---] engagements
"@Mr_Derivatives Last Oct in the lead up to the acquisition Beast Industries filed a trademark for MrBeast Financial The trademark specifically mentioned cryptocurrency exchange platforms Crypto integrations incoming https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp"
X Link 2026-02-09T18:34Z 96.6K followers, [---] engagements
"@Shagsy @step @MrBeast @Bloomberg @fundstrat Feels like that's the play"
X Link 2026-02-09T18:36Z 96.4K followers, [--] engagements
"@pitdesi And get this: Last Oct in the lead up to the acquisition Beast Industries filed a trademark for MrBeast Financial The trademark specifically mentioned cryptocurrency exchange platforms Crypto integrations incoming https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp"
X Link 2026-02-09T18:40Z 96.6K followers, [---] engagements
"@pubity Last Oct Beast Industries filed a trademark for MrBeast Financial in the lead up to the acquisition. The trademark specifically mentioned cryptocurrency exchange platforms Our guess: Step will come onchain for global reach https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp"
X Link 2026-02-09T18:42Z 96.6K followers, [---] engagements
"@ddbmxacc @step @MrBeast @Bloomberg Why so"
X Link 2026-02-09T18:43Z 96.4K followers, [--] engagements
"@Miko_Invest @RaoulGMI To be fair his forecast is for liquidity to hit and push prices in Q4 [----] / Q1 [----] - so his thesis is both yet to be confirmed or discredited"
X Link 2026-02-09T18:48Z 96.7K followers, [---] engagements
"@ddbmxacc @step @MrBeast @Bloomberg Why so"
X Link 2026-02-09T18:50Z 96.7K followers, [---] engagements
"@cryiepto @step @MrBeast @Bloomberg Bullish MrBeast Now Run"
X Link 2026-02-09T18:51Z 96.7K followers, [---] engagements
"@fundstrat @MrBeast @Beast @step . wen $ETH integration ;) https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just acquired @Step Mobile a fee-free financial app for teens and young adults. Credit building. Cashback. 3% savings. Early https://t.co/KaiCsvq0tp https://x.com/MilkRoad/status/2020927464894234930 MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't paying attention. Beast Industries just"
X Link 2026-02-09T18:53Z 96.7K followers, [---] engagements
"@ddbmxacc @step @MrBeast @Bloomberg You feel like it could end up collapsing though"
X Link 2026-02-09T18:59Z 96.7K followers, [--] engagements
"Right now there's billions of dollars worth of $BTC short positions waiting to get liquidated. Heres how it could lead to a short term rally: When traders bet against $BTC and the price moves against them exchanges automatically close their positions by buying the asset back. This creates buying pressure that pushes prices even higher: 1/ Traders open leveraged short positions betting $BTC will drop. 2/ Price rises and hits their liquidation threshold. 3/ Exchanges force-buy $BTC to close the position adding fuel to the rally. Right now there's billions of dollars in short positions stacked"
X Link 2026-02-09T19:15Z 96.7K followers, 10K engagements
"@Levi_Researcher @Polymarket Need some noise cancelling headphones at this point"
X Link 2026-02-09T19:23Z 96.5K followers, [--] engagements
"@Julian_defi @step @MrBeast @Bloomberg Plus BMNR throwing 200M into the deal doesn't hurt"
X Link 2026-02-09T19:28Z 96.7K followers, [---] engagements
"@BMNRBullz @step @MrBeast @Bloomberg BMNR 🤝 ETH integration"
X Link 2026-02-09T19:28Z 96.7K followers, [---] engagements
"@LolaSt1400 @MarkYusko @AltcoinDaily Make it more bearish"
X Link 2026-02-09T20:39Z 96.7K followers, [---] engagements
"@step @MrBeast @Bloomberg Wanna get smarter about crypto each day WITHOUT your eyes glazing over Sign up to our no fluff 5-minute newsletter It's free and you can always unsubscribe: https://milkroad.com/subscribe/utm_medium=social&utm_source=twitter_organic_crypto&utm_campaign=autoplug https://milkroad.com/subscribe/utm_medium=social&utm_source=twitter_organic_crypto&utm_campaign=autoplug"
X Link 2026-02-09T20:50Z 96.7K followers, [----] engagements
"@MilkRoadAI @step @MrBeast @Bloomberg I will let them know haha"
X Link 2026-02-09T23:33Z 96.7K followers, [---] engagements
"Too Many Tokens Too Little Value: What Crypto Got Wrong w/ Legion Co-Founder Matt OConnor Most token launches fail for one simple reason: They leave zero upside for buyers. Founders anchor to bull market valuations Then wonder why price collapses. Tune in to know more TIME POINTS 00:00 Intro 01:46 $BTC at $70K: Whats Going On 03:50 Is the 4-Year Cycle Still Alive 05:49 Debt Liquidations Explained 07:00 Smart Time to Launch a Token 12:00 Sales vs Free Token Drops 16:49 Bridge 17:22 Summ 18:13 Best Token Launch This Cycle 19:00 Yield Basis & Bitcoin Volatility 21:00 Whos Investing (And How"
X Link 2026-02-10T11:52Z 96.7K followers, [----] engagements
"@kapsho_eth You think banks will budge"
X Link 2026-02-10T12:40Z 96.7K followers, [---] engagements
"@EpiritP Seems like he's the opposite no He's fighting with them over the current state of the CLARITY Act"
X Link 2026-02-10T13:01Z 96.6K followers, [--] engagements
"@AdamGoern @MarkYusko @AltcoinDaily It's not something I'd thought of tbh - how would they hedge their risks with a ransom payment is that even possible"
X Link 2026-02-10T13:04Z 96.7K followers, [--] engagements
"@valerijatrades1 @MarkYusko @AltcoinDaily Legend of the space"
X Link 2026-02-10T13:09Z 96.7K followers, [--] engagements
"@flokionchain @BitwiseInvest Now we just need the price to catch up 😂"
X Link 2026-02-10T13:14Z 96.7K followers, [--] engagements
"@cryptorover Good news: We saw similar selling yesterday and actually ended up with net inflows across BTC/ETH ETFs https://x.com/MilkRoad/status/2021211318431384070s=20 GULP More selling BlackRock just deposited another $234.3M $BTC and $60.83M $ETH to Coinbase Prime ($295.13 total) As we mentioned previously - when assets move there it typically means one thing: they're preparing to sell. But here's the good news: the day's buy pressure https://t.co/EigxJI6s8u https://x.com/MilkRoad/status/2021211318431384070s=20 GULP More selling BlackRock just deposited another $234.3M $BTC and $60.83M"
X Link 2026-02-10T13:19Z 96.7K followers, [---] engagements
"@sedonatvcom That or they don't want to go through the regulatory hassle of listing a relatively unknown coin If there's enough demand for a token they'll list it (they make money on fees)"
X Link 2026-02-10T13:28Z 96.7K followers, [---] engagements
"@tonitrades_ @step @MrBeast @Bloomberg 👀"
X Link 2026-02-10T13:54Z 96.7K followers, [--] engagements
"@tradebuildgolf @artemis @coinbase @RobinhoodApp They're also globally available while Coinbase is geo locked We're bullish on both but this is impressive either way"
X Link 2026-02-10T15:37Z 96.7K followers, [--] engagements
"@waqwaqattack And more importantly Ethereum: https://x.com/MilkRoad/status/2016552263054184582s=20 Everyone's talking about ERC-8004's 'Trustless Agents' - but most explanations make it sound like rocket science. Lemme break it down real nice n' simple for you: At its core ERC-8004 is just a LinkedIn profile system for AI agents but one that nobody can fake. Here's how it https://t.co/9zywSm5YmA https://x.com/MilkRoad/status/2016552263054184582s=20 Everyone's talking about ERC-8004's 'Trustless Agents' - but most explanations make it sound like rocket science. Lemme break it down real nice n'"
X Link 2026-02-10T17:16Z 96.7K followers, [---] engagements
"@cryptoline21 @FTX_Official Unrelated to the company's overall situation By 'situation' do you mean the $8B hole in their balance sheet where customer money was supposed to be"
X Link 2026-02-10T19:36Z 96.5K followers, [--] engagements
"@CryptoHaaster How quickly do you think it recovers if Warsh comes in with a machete"
X Link 2026-02-10T20:12Z 96.7K followers, [---] engagements
"@0xbrel @scottmelker You're not worried that this is happening outside the 4yr cycle"
X Link 2026-02-11T13:39Z 96.7K followers, [---] engagements
"RT @MilkRoad: Coinbase just launched Agentic Wallets This is their first wallet system built specifically for autonomous AI agents to man"
X Link 2026-02-11T23:41Z 96.7K followers, [--] engagements
"Missed the LLM boom The "Embodied AI" wave is just starting. We break down the key players specs and market trends. Subscribe to our FREE AI Newsletter for updates"
X Link 2026-01-21T14:10Z 96.9K followers, 211.3K engagements
"President Trump's World Liberty Financial just sold $5.05M worth of $BTC Biden voice: "C'mon man""
X Link 2026-02-05T15:27Z 96.9K followers, [----] engagements
""We spend so much time talking about AI we're not spending enough time talking about how quickly we're going to tokenize every financial asset" - Larry Fink (Translation: If you're in AI pivot to crypto)"
X Link 2026-02-08T02:00Z 96.9K followers, 19.7K engagements
"The Fed is injecting $8.3B into markets tomorrow at 9:00 AM - and everyone's misreading it. That's the largest single move within their $53.5B plan. Our timeline is already buzzing with [----] comparisons. Everyone's focused on the announcement itself. And fair enough liquidity injections have historically fueled risk assets. But here's what that analysis misses: The Fed purchased $3 trillion in securities in 2020's QE4 alone. This entire program is $53.5B. That's roughly 1.8% of what drove the [----] bull run. Dont let anchoring bias take the wheel. If you hear "liquidity injection" and your"
X Link 2026-02-09T12:48Z 96.9K followers, [----] engagements
"CZ: You'll soon have THOUSANDS of AI agents working for you (Bookmark this you will come back to it) They'll book hotels buy tickets trade crypto - transacting millions of times more than humans. Banks can't KYC an agent. Can't make them swipe cards. Crypto is the way"
X Link 2026-02-10T15:44Z 96.9K followers, 198.1K engagements
"Over $2B of VC funding flowed into crypto in Q1 and almost none of it went where crypto Twitter thinks. The biggest rounds weren't for L1s memecoins or Agential AI integrations. They went to stablecoin infrastructure custody solutions and real-world asset tokenization. - Rain raised $250M. - BitGo filed a $212M IPO. - BlackOpal secured $200M. The loudest voices in crypto still obsess over token prices and retail focused products. Meanwhile institutions are quietly building the pipes that will carry TRILLIONS. And this capital allocation reveals where the actual value creation is happening."
X Link 2026-02-12T12:19Z 96.9K followers, 24.4K engagements
"Tom Lee: Gold is going to UNDERPERFORM $BTC in [----] (save this) "48% of the time in the last 50yrs gold has NOT stored value - it's done worse than inflation." "Since $BTC was created it's only underperformed inflation 3% of the time" Video: @coinbureau @CryptoTimes_io"
X Link 2026-02-12T14:15Z 96.9K followers, 14.4K engagements
"Russia may want to get back into the dollar system. Save this because you'll want to reference it. A Kremlin memo is circulating among top Russian officials proposing a complete reversal of their de-dollarization strategy. Since [----] Russia has been aggressively moving away from USD. They shifted to yuan and rubles for trade with China. They've been vocal about building alternatives to the dollar system. Now they're quietly floating a return. Here's what the memo proposes: - Joint oil ventures. - Nuclear energy cooperation. - Access to Russian raw materials. - Aviation deals with American"
X Link 2026-02-12T16:21Z 96.9K followers, 25.1K engagements
"BREAKING: Inflation just dropped to its lowest level in nearly [--] years beating expectations. Rate cuts are back on the menu: - Jan CPI: 2.4% (beat expectations of 2.5%) - Core CPI: 2.5% (matched forecast lowest since Mar 2021) - Jun Fed rate cut odds climbing on @Polymarket"
X Link 2026-02-13T13:42Z 96.9K followers, [----] engagements
"@unusual_whales That math ain't mathin. Tariff rev 2025: $288.5B Tariff rev so far in 2026: $29.8B Total: $318.3B Cost of giving out 342M stimmy checks at $2k a piece: $684B"
X Link 2026-02-01T00:25Z 96.9K followers, [----] engagements
"@DeItaone If Russia one of the loudest de-dollarization voices wants back in That's a signal. https://x.com/MilkRoad/status/2021983102466502747 Russia may want to get back into the dollar system. Save this because you'll want to reference it. A Kremlin memo is circulating among top Russian officials proposing a complete reversal of their de-dollarization strategy. Since [----] Russia has been aggressively moving away https://t.co/IvfLibmz8U https://x.com/MilkRoad/status/2021983102466502747 Russia may want to get back into the dollar system. Save this because you'll want to reference it. A"
X Link 2026-02-12T16:23Z 96.9K followers, [---] engagements
"BlackRock just made a strategic investment in @Uniswap and accumulated an undisclosed position in $UNI. (The world's largest asset manager is going full DeFi) This isn't a press release or a pilot program. This is BlackRock putting its $2.2B tokenized Treasury fund BUIDL directly on a decentralized exchange. Lemme break down what just happened and why it matters: BlackRock will make BUIDL shares tradable on Uniswap allowing pre-qualified investors to swap tokenized Treasuries around the clock using stablecoins. And to celebrate they bought an undisclosed amount of $UNI. (Sending the token"
X Link 2026-02-12T13:00Z 96.9K followers, 32.9K engagements
"Tom Lee: "It looks like we're bottoming" - Banks are embracing crypto - Regulatory clarity is increasing - BlackRock is going into DeFi w/ Uniswap Crypto has a lot of tailwinds the price just hasn't caught up yet. Are you onboard BlackRock just made a strategic investment in @Uniswap and accumulated an undisclosed position in $UNI. (The world's largest asset manager is going full DeFi) This isn't a press release or a pilot program. This is BlackRock putting its $2.2B tokenized Treasury fund BUIDL https://t.co/YR41zw2wvt BlackRock just made a strategic investment in @Uniswap and accumulated an"
X Link 2026-02-12T13:30Z 96.9K followers, 19.7K engagements
"Coinbase just posted one of their most important earnings reports to date and most people completely failed to see the bigger story at play. They're all focused on the headline miss: - Revenue down 22%. - Consumer transaction revenue down 45%. - A $2.49 loss per share when analysts expected $1 profit. Looks terrible right Here's the (bullish) reality everyone seems to want to ignore: @Coinbase isn't the same company it was in [----]. They now have [--] (twelve) different products generating over $100M annually. Meaning they're not a crypto exchange anymore they're a financial infrastructure"
X Link 2026-02-13T00:37Z 96.9K followers, 161K engagements
"Jupiter just proposed killing their airdrop program indefinitely. If you were looking forward to Jupuary you might be mad about the proposal. Fair enough. But this idea is a VERY solid one and its mainly about one thing: Stopping the bleed of investor value to fund an outdated marketing tactic that has essentially put a ceiling on $JUPs growth. Cause if you invest in $JUP today your capital is indirectly being redistributed to users who farmed with $4 across [--] wallets. (The same users that will sell the moment they receive the drop). These aren't community members. They're mercenaries"
X Link 2026-02-13T18:59Z 96.9K followers, [----] engagements
"Dont let 30% crypto dips scare you Fun fact #1: In [----] Bitcoin witnessed [--] big pullbacks Fun fact #2: In [----] Bitcoin witnessed [--] big pullbacks Pullbacks are part of the game & at Milk Road we show you how to make the most of them. Join 300k+ subscribers for free"
X Link 2024-07-31T11:59Z 96.9K followers, 16.6M engagements
"Ethereum proved very early that it could become a massive system level asset. It hit a $500B valuation faster than any major company or asset in history. $BTC was close behind at [--] years. But today the market still values $ETH as only a small slice of the overall crypto market even though it secures the majority of onchain value. So the disconnect is straightforward Ethereum does most of the work but the market does not appear to be fully pricing it in yet. most undervalued blockchains by TVL vs market cap gap. Ethereum has 59% of all TVL but only 14% of total market cap"
X Link 2026-01-04T12:59Z 96.9K followers, 36.4K engagements
"For blockchains like Ethereum and Solana to become global financial systems they need to host the worlds highest-quality financial assets. That shift has already started. In [----] the market structure bill gave institutions a clear framework to begin moving real assets onchain. Since then the pace has accelerated. Last year alone the amount of dollar denominated assets moving onchain grew by roughly 50%. TradFi assets onchain sit at $318B today. If current adoption trends hold that figure likely pushes beyond $750B by the end of [----]. The infrastructure is already here. The assets are starting"
X Link 2026-01-11T16:36Z 96.7K followers, [----] engagements
"Circle CEO @jerallaire freakin' NAILED the 'Onchain Credit Boom' thesis on the @theallinpod Stablecoins like $USDC aren't just digital dollars for trading crypto anymore. They're becoming the rails for an entirely new credit infrastructure. The obvious impact: Small businesses could access capital without walking into a bank branch or filling out [--] pages of paperwork. Equipment leasing factoring working capital. All executed through smart contracts. But the kicker is this: He wants credit markets that work like Google AdWords. Auction-based real-time algorithmic pricing of credit risk. AI"
X Link 2026-01-26T22:17Z 96.7K followers, 65K engagements
"@BoHines The tokenization of everything will bring trillions of $ onchain (lifting crypto prices across the board) And it all starts with stablecoins - of which Tether is leading the charge They're now the 17th largest holder of U.S. Treasuries globally https://x.com/MilkRoad/status/2016150651345248646 Some are confused about Tethers new $USAT stablecoin and why it matters when $USDT already exists. Here's the long and short of it At its core $USAT is Tether's "clean" American version of $USDT built specifically to play nice with U.S. regulators. Think of it like this: https://t.co/ARPN5CYQXw"
X Link 2026-01-27T14:09Z 96.7K followers, [----] engagements
"People are lazy (and thats not a bad thing). Most investors dont want to pick individual assets or constantly manage positions. They want to invest once and forget about it. Thats why funds exist: mutual funds hedge funds ETFs and index products. The problem today is access. You need different platforms accounts and layers of KYC to invest in different types of funds. But that's about to change with blockchain. As the real-world asset (RWA) wave accelerates these funds will eventually move onchain. Instead of juggling platforms all youll need is a decentralized wallet. As more assets come"
X Link 2026-01-27T20:15Z 96.9K followers, [----] engagements
"Ethereum's RWA flywheel continues to accelerate. (Save this - you'll come back to it) $5.9B asset manager @Fidelity just announced they're launching their own stablecoin $FIDD on Ethereum. Cool but stables are stable. I'm here for gains" - you probably. let me show you why this matters for your $ETH bags: Every single stablecoin transaction on Ethereum requires $ETH to pay gas fees. More stablecoins moving onchain means more demand for the native token. It's that simple. Fidelity isn't some crypto-native startup. They're a $5.9T traditional finance giant making a deliberate choice to build on"
X Link 2026-01-28T14:40Z 96.9K followers, 16.1K engagements
"Today we watched $5.4T evaporate from global markets in a single session. then saw $3.6T rush back in over a [--] hour period. Gold added back nearly $2T by close. Silver staged a $500B recovery. The S&P clawed back $530B. Nasdaq recovered $580B. $BTC Only $22B. Yikes. Lesson 1: Traditional assets have deeper liquidity pools. Gold can lose $3T and recover $2T in the same session because institutional money flows are massive and the infrastructure is mature. Crypto doesn't have that cushion yet. When $BTC dumps the recovery is slower and weaker because the buyer base is still comparatively thin."
X Link 2026-01-29T23:47Z 96.9K followers, 16.5K engagements
"What happens when $14B in shorts are stacked against just $1B in longs (Save this. You'll come back to it.) The current asymmetry in long/short leverage is insane. And whether you're bullish or bearish you need to understand what's happening beneath the surface. Coinglass data is showing that between $84000 and $100000 there's up to $14B in potential short liquidations clustered together. On the flip side Roughly $1B or less in long-side risk sitting underneath current prices. That's a 14:1 imbalance. Heres what that actually means Liquidation maps show where leveraged positions will get"
X Link 2026-01-30T12:58Z 96.7K followers, 51.7K engagements
"@TKralow Send it. https://x.com/MilkRoad/status/2017220851478020225 What happens when $14B in shorts are stacked against just $1B in longs (Save this. You'll come back to it.) The current asymmetry in long/short leverage is insane. And whether you're bullish or bearish you need to understand what's happening beneath the surface. Coinglass https://t.co/6WasgB7Bae https://x.com/MilkRoad/status/2017220851478020225 What happens when $14B in shorts are stacked against just $1B in longs (Save this. You'll come back to it.) The current asymmetry in long/short leverage is insane. And whether you're"
X Link 2026-01-30T12:59Z 96.9K followers, [----] engagements
"A third of ALL $BTC is sitting in un-upgradable quantum vulnerable wallets right now. Tom Lee's nightmare scenario: A nation state quietly develops quantum computing steals that BTC and nobody knows until it's too late. (Turns out BTC's biggest threat isn't regulators. It's physics) Bookmark this incase he's right. https://twitter.com/i/web/status/2017795122503815410 https://twitter.com/i/web/status/2017795122503815410"
X Link 2026-02-01T03:00Z 96.9K followers, 31.6K engagements
"@APompliano The last time Truflation showed readings this low was late [----]. And we all remember what followed. https://x.com/MilkRoad/status/2017980020812365913s=20 Truflation's US CPI just cratered from 1.24% to 0.86% in a single reading. That's their lowest inflation print since [----]. Meanwhile markets are still pricing in "higher for longer" and the Fed is holding rates at restrictive levels. Something doesn't add up. The official https://t.co/Bzc55rI8s9 https://x.com/MilkRoad/status/2017980020812365913s=20 Truflation's US CPI just cratered from 1.24% to 0.86% in a single reading. That's"
X Link 2026-02-01T15:25Z 96.9K followers, [----] engagements
"Saylor. JUST IN: Michael Saylor's 'Strategy' buys [---] Bitcoin worth $75 million. JUST IN: Michael Saylor's 'Strategy' buys [---] Bitcoin worth $75 million"
X Link 2026-02-02T13:13Z 96.9K followers, [----] engagements
"How Deep Into the Bitcoin Bear Market Are We Now w/ @cryptoquant_com Head of Research @jjcmoreno Bitcoin is trading CHEAPER on Coinbase than Binance. That almost never happens in bull markets. This one signal tells you who is NOT buying the dip. Tune in to know more TIME POINTS 00:00 - Intro 01:00 - Called the Bear Early 01:45 - January Crash 02:29 - Onchain vs Macro Analysis 03:22 - Bull Score = [--] 08:59 - Can It Recover 10:32 - Bear for a Year 12:22 - ETFs Turn Sellers 14:22 - US Demand Warning 17:48 - SUMM 18:39 - Bridge 19:13 - Liquidity Dries Up 20:26 - Stablecoins BTC 22:49 - Demand Near"
X Link 2026-02-02T21:28Z 96.9K followers, 20.8K engagements
"Stablecoins will act as the world's checking account. "But when they want real savings they're going to buy $BTC" (Off the back of that prediction @ARKInvest's [----] price target is $1.5M - save this and come back in 4yrs)"
X Link 2026-02-03T01:22Z 96.8K followers, 14.4K engagements
"@reserveprotocol @lagoon_finance @tulipacapital @ETHPlus_"
X Link 2026-02-03T14:31Z 96.9K followers, [---] engagements
"There's a persistent myth floating around that Strategy is one bad $BTC drawdown away from a forced liquidation. That their Bitcoin is pledged as collateral and margin calls are looming. Save this and remember: None of the above is true. $MSTRs Bitcoin is not collateral. This is the single most important thing to understand. Strategy's debt is primarily unsecured. There are no margin calls tied to Bitcoin's price. If $BTC drops another 20% 30% or even 50% no lender is showing up to demand they sell. That's not how their debt structure works. The maturity schedule is distant. Most of their"
X Link 2026-02-03T20:11Z 96.7K followers, 15.8K engagements
"The Case for Canton Network as the Worlds Biggest Blockchain w/ @YuvalRooz Broadridge is already doing $300-400B of U.S. Treasury repo onchain. Not on Ethereum. Not on Solana. On Canton. Tune in to know more TIME POINTS 00:00 Intro 01:09 What Is Canton 10:16 JPMorgan & DTCC on Canton 15:22 Summ 16:13 Bridge 16:47 Institutional Adoption Speed 21:37 Broadridges Treasury Repo 26:40 Why Canton Has a Token 34:50 $CC Tied to Usage 36:22 Where to Trade the Token https://twitter.com/i/web/status/2018796160677192180 https://twitter.com/i/web/status/2018796160677192180"
X Link 2026-02-03T21:18Z 96.9K followers, [----] engagements
"Can AI agents be trusted On @base they can. AI agents are operating in a Wild West environment rn. - No onchain reputation. - No permissionless discovery mechanism. - No standardized way to verify who built them. Base just became the first Ethereum L2 to deploy ERC-8004. (Creating public onchain registries for AI agent identities feedback scores and authenticity proofs). ICYM the explainer we dropped when ERC-8004 first hit mainnet here's a bastardized version covering what it actually does: At its core ERC-8004 is just a LinkedIn profile system for AI agents but one that nobody can fake Step"
X Link 2026-02-04T00:30Z 96.9K followers, 24.3K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing