#  @HushWealth Hush Hush posts on X about bitcoin, crypto, debt, money the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1737487971429863424/interactions)  - [--] Week [------] +68% - [--] Month [-------] +221% - [--] Year [-------] +220% ### Mentions: [--] [#](/creator/twitter::1737487971429863424/posts_active)  - [--] Week [--] -16% - [--] Month [---] -13% - [--] Year [---] +444% ### Followers: [---] [#](/creator/twitter::1737487971429863424/followers)  - [--] Week [---] +14% - [--] Month [---] +38% - [--] Months [---] +110% - [--] Year [---] +96% ### CreatorRank: [---------] [#](/creator/twitter::1737487971429863424/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 74.26% [cryptocurrencies](/list/cryptocurrencies) 53.47% [stocks](/list/stocks) 24.75% [exchanges](/list/exchanges) #5171 [technology brands](/list/technology-brands) 5.94% [countries](/list/countries) 3.96% [travel destinations](/list/travel-destinations) 2.97% [financial services](/list/financial-services) 1.98% [automotive brands](/list/automotive-brands) 1.98% [currencies](/list/currencies) 0.99% **Social topic influence** [bitcoin](/topic/bitcoin) #6187, [crypto](/topic/crypto) 19.8%, [debt](/topic/debt) #2173, [money](/topic/money) 9.9%, [$mstr](/topic/$mstr) #416, [stablecoins](/topic/stablecoins) 7.92%, [inflation](/topic/inflation) #1435, [balance sheet](/topic/balance-sheet) #1374, [just a](/topic/just-a) 5.94%, [defi](/topic/defi) 5.94% **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@coinmarketcap](/creator/undefined) [@bitcoinonly](/creator/undefined) [@cryptorand](/creator/undefined) [@deitaone](/creator/undefined) [@ripple](/creator/undefined) [@peterizzo](/creator/undefined) [@jimcraddock](/creator/undefined) [@michaeli723](/creator/undefined) [@cointelegraph](/creator/undefined) [@freedomxtech](/creator/undefined) [@michaelquestell](/creator/undefined) [@bennyvee3](/creator/undefined) [@sr_11ss](/creator/undefined) [@incomesharks](/creator/undefined) [@globalmktobserv](/creator/undefined) [@tokenterminal](/creator/undefined) [@ethereum](/creator/undefined) [@frankafetter](/creator/undefined) [@saylor](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Hyperliquid (HYPE)](/topic/$hype) [XRP (XRP)](/topic/xrp) [Ethereum (ETH)](/topic/ethereum) [Strike (STRK)](/topic/$strk) [Purr (PURR)](/topic/$purr) [Coinbase Global Inc. (COIN)](/topic/coinbase) ### Top Social Posts Top posts by engagements in the last [--] hours "The Canton Network: A $6T Powerhouse in RWAs and Stablecoins $Canton a blockchain built for financial institutions has quietly become a major player in the real world asset (RWA) and stablecoin space processing $6 trillion in RWAs and $350 billion per day in US Treasury activity. Details: Canton has partnered with major players like Broadridge Financial Solutions and DTCC to enable secure efficient transactions and tokenization of assets like US Treasuries. Its token has seen a 47.6% rise in the past month as its network usage has surged burning millions of tokens daily. Why this matters:" [X Link](https://x.com/HushWealth/status/2008206864807342557) 2026-01-05T16:00Z [---] followers, [---] engagements "Why a Bitwise CIO thinks bitcoin hits $6.5M in [--] years TLDR: Bitcoin could reach $6.5 million by [----] if debt and money printing continue at current rates not because more people suddenly want it. What happened: Matt Hougan from Bitwise predicts bitcoin at $6.5 million over the next two decades He expects bitcoin to trade sideways between $75K and $100K for the first half of [----] Central banks are starting to ask questions about bitcoin but adoption is likely [--] to [--] years away Why it matters: His forecast isn't based on adoption acceleration but on the continuation of currency debasement" [X Link](https://x.com/HushWealth/status/2017779942084272460) 2026-02-01T02:00Z [---] followers, [--] engagements "16 COUNTRIES WITH 0% TAX ON BITCOIN GAINS Full 0% tax (no conditions): UAE (Dubai) Singapore Hong Kong Malaysia El Salvador Georgia Belarus Panama Bahamas Bermuda Cayman Islands British Virgin Islands Puerto Rico (US territory) 0% if you hold longer than [--] year: Germany Portugal Switzerland https://twitter.com/i/web/status/2017958318761783671 https://twitter.com/i/web/status/2017958318761783671" [X Link](https://x.com/HushWealth/status/2017958318761783671) 2026-02-01T13:48Z [---] followers, [---] engagements "@IncomeSharks Gold pumped to all time highs on inflation fears then crashed on margin calls and now the narrative is deflation positioning The story changes faster than the price. Sometimes a leveraged unwind is just a leveraged unwind. Not everything needs a macro thesis" [X Link](https://x.com/HushWealth/status/2018058619300745332) 2026-02-01T20:27Z [---] followers, [----] engagements "@KobeissiLetter When short interest is at [--] year lows the question isnt whos left to squeeze Its whos left to buy Crowded trades look like consensus until they dont" [X Link](https://x.com/HushWealth/status/2018343740293705803) 2026-02-02T15:20Z [---] followers, [---] engagements "Everyone thinks the Fed knows what's happening with inflation. They might not. Here's what's actually happening: โ Truflation's real time data shows US CPI at 0.86% core PCE at 1.38% โ Official government data from December shows CPI at 2.7% core PCE at 2.8% โ The gap suggests the Fed is making policy decisions on yesterday's numbers not today's conditions If alternative inflation trackers are capturing real time price movements more accurately than monthly government releases the Fed's pause on rate cuts looks like it's based on stale data. That's a problem for policy precision and a" [X Link](https://x.com/HushWealth/status/2018421667999920311) 2026-02-02T20:30Z [---] followers, [--] engagements "Flare just unlocked lending and borrowing for $XRP. Here's what actually changed. ๐ฐ TLDR: $XRP holders can now earn yield or use FXRP as collateral on Flare through Morpho without selling their tokens. What happened: โ Flare integrated with Morpho a lending protocol that isolates each market separately โ Users can deposit FXRP to earn interest or borrow stablecoins against it as collateral โ Initial vaults available through Mystic app include FXRP FLR and USDT0 pairs ๐ Why it matters: โ XRP has historically lacked DeFi options because it doesn't run smart contracts natively โ Flare's bridge" [X Link](https://x.com/HushWealth/status/2018860809615749470) 2026-02-04T01:35Z [---] followers, [---] engagements "@cryptorand Tether at $185B without any real US institutional presence. Now theyre launching USAT with Anchorage and Cantor to go after Circles market directly. If they capture even a slice of that #2 isnt a question anymore. Context: Tether just launched a direct competitor to Circle's USDC TLDR: Tether's new USAT stablecoin is built specifically to win institutional dollars away from Circle and it might actually work. What happened: Tether launched USAT a US regulated stablecoin backed by Anchorage Tether just launched a direct competitor to Circle's USDC TLDR: Tether's new USAT stablecoin" [X Link](https://x.com/HushWealth/status/2018999366158106872) 2026-02-04T10:45Z [---] followers, [--] engagements "$ETH down 25% this week. DeFi lending at all time highs. $28 billion in active loans generating real yield. 10x lead over every competitor combined. Usage has never been stronger. The market is pricing ETH like a failed experiment while it runs the largest onchain credit market in history. https://twitter.com/i/web/status/2019059747920449801 https://twitter.com/i/web/status/2019059747920449801" [X Link](https://x.com/HushWealth/status/2019059747920449801) 2026-02-04T14:45Z [---] followers, [--] engagements "Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ Ripple Prime integrated Hyperliquid the largest decentralized perp exchange โ First DeFi integration since Ripple acquired Hidden Road for $1.25B โ Institutions can now cross margin DeFi positions with FX fixed income and OTC swaps ๐ Why it matters: โ Hyperliquid has $5B+ open interest and $200B monthly volume โ Institutions get on chain liquidity with a single counterparty and" [X Link](https://x.com/HushWealth/status/2019084001646960939) 2026-02-04T16:21Z [---] followers, [----] engagements "Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ MSTR holds Bitcoin but funds it through corporate debt not margin calls โ Their balance sheet can absorb prolonged downturns without forced selling โ They benefit on recovery without the liquidation risk of leveraged traders Follow for takes that cut through the noise. https://twitter.com/i/web/status/2019776115967930418 https://twitter.com/i/web/status/2019776115967930418" [X Link](https://x.com/HushWealth/status/2019776115967930418) 2026-02-06T14:12Z [---] followers, [----] engagements "@GlobalMktObserv Everyone sees the spike and thinks [----]. But look at the [----] spike on the same chart. It didnt lead to recession. It led to one of the strongest labor markets in decades. Announced cuts economic collapse" [X Link](https://x.com/HushWealth/status/2020131312598675869) 2026-02-07T13:43Z [---] followers, [--] engagements "Tether just invested $100M in a federally chartered crypto bank. The same Tether that regulators have been investigating for years. The same Tether that refuses independent audits. Now it's a strategic investor in American banking infrastructure. The Irony" [X Link](https://x.com/HushWealth/status/2020143009493586140) 2026-02-07T14:30Z [---] followers, [---] engagements "@CoinMarketCap This sounds like cope until you look at the actual target. [------] BTC by [----]. At $150K thats a $31B position. The current drawdown becomes a rounding error. Broke down the strategy: Everyone thinks doubling down when you're down 82% is stupid. Metaplanet's CEO might actually be playing a different game. Here's what's actually happening: โ Metaplanet bought [-----] BTC at $107k average now worth $66k each. They're underwater $1.4 billion on paper. โ https://t.co/YDXQuYyGKF Everyone thinks doubling down when you're down 82% is stupid. Metaplanet's CEO might actually be playing a" [X Link](https://x.com/HushWealth/status/2020192502947672133) 2026-02-07T17:46Z [---] followers, [---] engagements "@CoinMarketCap Everyone asking whats Strategys liquidation price just got their answer: there isnt one. $8K for six years is the CEO saying the bear case doesnt exist in any realistic model. Thats what corporate treasury structure buys you. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ MSTR holds Bitcoin but funds it through corporate debt not margin calls โ Their balance sheet can absorb prolonged downturns without forced selling โ They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're" [X Link](https://x.com/HushWealth/status/2020195042091278799) 2026-02-07T17:56Z [---] followers, [---] engagements "Coinbase's research chief just explained why Bitcoin ETFs saw December outflows. It's not what you think. ๐ฐ TLDR: Tax loss harvesting not institutional abandonment drove recent ETF redemptions. What happened: โ Bitcoin and crypto ETFs experienced notable outflows in December โ David Duong Coinbase's head of institutional research attributes this to tax loss harvesting โ Investors systematically sold losers before year end to offset capital gains ๐ Why it matters: โ Outflows don't signal institutional weakness they're a tax optimization tactic โ Euro stablecoin adoption and institutional" [X Link](https://x.com/HushWealth/status/2020654378361749893) 2026-02-09T00:22Z [---] followers, [--] engagements "@DeItaone Optimism recovering while 62% expect higher inflation and 50% expect higher unemployment this looks like capitulation. People stopped expecting the economy to make sense and started expecting assets to go up anyway" [X Link](https://x.com/HushWealth/status/2020894364935827476) 2026-02-09T16:15Z [---] followers, [--] engagements "@KobeissiLetter The disconnect is not irrational but a learned behavior. After [----] people watched the economy collapse and stocks rally. The lesson: bad economy = Fed intervention = stocks go up anyway. Thats basically muscle memory" [X Link](https://x.com/HushWealth/status/2021305932399915041) 2026-02-10T19:31Z [---] followers, [---] engagements "@tokenterminal @Ripple @ethereum 10x in a year while most stablecoin growth has stalled. RLUSD is quietly becoming one of the faster growing stablecoins in the market. Worth watching whether DeFi integrations or Ripple Prime drives the next leg" [X Link](https://x.com/HushWealth/status/2021728234203963716) 2026-02-11T23:29Z [---] followers, [--] engagements "@KobeissiLetter Risk appetite is one read. The other: this is the market becoming a casino with instant feedback loops. 0DTE options dont just reflect risk appetite. They amplify it. Market makers hedging these flows create the intraday swings everyone complains about" [X Link](https://x.com/HushWealth/status/2021728647376228616) 2026-02-11T23:30Z [---] followers, [---] engagements "@cryptorand @FrankAFetter 5.3% quantile is the setup. The next question is where it bottoms. On chain and technical models are converging on the same zone. There is a lot of confluence there. Everyone is panicking about Bitcoins drop. The data says this is where bottoms are built. ๐ฐ TLDR: Multiple independent models are converging on the same floor zone between $47K and $60K. This is not prediction. This is probability. The evidence: โ Bitcoin sits below Everyone is panicking about Bitcoins drop. The data says this is where bottoms are built. ๐ฐ TLDR: Multiple independent models are" [X Link](https://x.com/HushWealth/status/2021902312550326605) 2026-02-12T11:00Z [---] followers, [---] engagements "@saylor Strategy has raised $5.5B across these preferred instruments to buy more Bitcoin. Stretch is the fifth one. At some point this stops being a software company issuing stock and starts being a financial engineering operation that happens to hold BTC. Full breakdown here. Saylor built a menu of Bitcoin exposure. Here's how it works. ๐ฐ TLDR: Strategy now offers [--] different preferred stocks each designed for a different type of investor. The lineup: โ $MSTR Common stock pure Bitcoin volatility โ $STRK (Strike) 8% dividend convertible https://t.co/LSeth9GJOJ Saylor built a menu of Bitcoin" [X Link](https://x.com/HushWealth/status/2022050006661050547) 2026-02-12T20:47Z [---] followers, [---] engagements "@CoinMarketCap This may sound bullish. But an emergency fund converting entirely to the asset its supposed to insure against is a choice. They also timed it during a dip. Confidence or PR move I think both. Binance just bought $300M in Bitcoin for its emergency fund during a market dip. Translation: the world's largest exchange is betting its user protection money on Bitcoin price recovery. That's either extreme confidence or a calculated PR move. Probably both. https://t.co/dCyXGY2UkA Binance just bought $300M in Bitcoin for its emergency fund during a market dip. Translation: the world's" [X Link](https://x.com/HushWealth/status/2022052721281634485) 2026-02-12T20:58Z [---] followers, [---] engagements "@pete_rizzo_ $190M in volume but most people replying dont know what theyre actually looking at. $STRC is a variable dividend preferred stock targeting $100 price with 11% yield paid monthly. Its one of five instruments Strategy built for different risk profiles. Full breakdown here. Saylor built a menu of Bitcoin exposure. Here's how it works. ๐ฐ TLDR: Strategy now offers [--] different preferred stocks each designed for a different type of investor. The lineup: โ $MSTR Common stock pure Bitcoin volatility โ $STRK (Strike) 8% dividend convertible https://t.co/LSeth9GJOJ Saylor built a menu of" [X Link](https://x.com/HushWealth/status/2022092162247406069) 2026-02-12T23:35Z [---] followers, [---] engagements "@KobeissiLetter The interest number is the one to watch. $2.1T in annual net interest by [----] means roughly $5.7 billion per day just to service existing debt. Thats not really a policy problem but a math problem with no political solution" [X Link](https://x.com/HushWealth/status/2022109602134069390) 2026-02-13T00:44Z [---] followers, [---] engagements "Self fulfilling prophecies cut both ways though. If Bitcoin drops 40% the preferred stock holders still want their dividends but the treasury is worth significantly less. Now they need to issue even more shares to cover payments which dilutes everything. The same flywheel that drives it up accelerates the unwind. https://twitter.com/i/web/status/2022140647080128683 https://twitter.com/i/web/status/2022140647080128683" [X Link](https://x.com/HushWealth/status/2022140647080128683) 2026-02-13T02:47Z [---] followers, [--] engagements "@wclemente So the bull case requires AGI to break the economy badly enough to need UBI and the bear case requires AGI to work well enough to extend lifespans. Both being true at the same time would be quite the timeline" [X Link](https://x.com/HushWealth/status/2022141190288945159) 2026-02-13T02:50Z [---] followers, [---] engagements "Everyone thinks doubling down when you're down 82% is stupid. Metaplanet's CEO might actually be playing a different game. Here's what's actually happening: โ Metaplanet bought [-----] BTC at $107k average now worth $66k each. They're underwater $1.4 billion on paper. โ Instead of cutting losses they're raising $2.1 billion to buy more and pay debt. This looks insane until you realize they're betting on eventually holding [------] BTC by [----]. โ If Bitcoin recovers to $150k their average cost becomes irrelevant and their position becomes a $31 billion asset. The company is betting volatility" [X Link](https://x.com/HushWealth/status/2019818372716769561) 2026-02-06T17:00Z [---] followers, [----] engagements "Saylor built a menu of Bitcoin exposure. Here's how it works. ๐ฐ TLDR: Strategy now offers [--] different preferred stocks each designed for a different type of investor. The lineup: โ $MSTR Common stock pure Bitcoin volatility โ $STRK (Strike) 8% dividend convertible to MSTR shares โ $STRF (Strife) 10% fixed dividend quarterly โ $STRC (Stretch) 11% variable dividend monthly targets $100 price โ $STRD (Stride) 10% fixed dividend quarterly โ $STRE (Stream) 10% dividend Euro denominated ๐ Why it matters: โ Want volatility Buy MSTR โ Want yield with less risk Pick a preferred โ Strategy raised" [X Link](https://x.com/HushWealth/status/2021936685001359662) 2026-02-12T13:17Z [---] followers, [----] engagements "The streak count matters less than why its happening. Is this leverage unwinding macro risk off or structural selling from miners and early ETF holders Five red months driven by forced liquidations is very different from five red months driven by loss of conviction. Which one is this https://twitter.com/i/web/status/2023341375521972557 https://twitter.com/i/web/status/2023341375521972557" [X Link](https://x.com/HushWealth/status/2023341375521972557) 2026-02-16T10:19Z [---] followers, [---] engagements "$PURR just reported a $318 million loss and almost nobody is talking about what actually happened. Here is what the headline is not telling you. ๐งต" [X Link](https://x.com/HushWealth/status/2023403355524182448) 2026-02-16T14:25Z [---] followers, [--] engagements "That $318M loss breaks down like this: โ $262M in unrealized losses from HYPE price swings. Paper losses. They never sold. โ $35.6M one time write off from the Sonnet merger โ $17.8M deferred tax expense โ Actual operating costs: $3.5M over six months The company did not burn $318M. Accounting rules made it look that way. https://twitter.com/i/web/status/2023403359571509418 https://twitter.com/i/web/status/2023403359571509418" [X Link](https://x.com/HushWealth/status/2023403359571509418) 2026-02-16T14:25Z [---] followers, [--] engagements "Myth: $STRC pays 11% dividends from Bitcoin yield. Reality: Bitcoin generates nothing. They're paying you back with your own money. The details: โ Strategy has no accumulated earnings and doesn't expect any for 10+ years โ Dividends come from the $5.5B they raised selling preferred stock โ They keep issuing new shares to raise fresh capital โ The "return of capital" tax treatment exists precisely because there are no real earnings This is a perpetual capital raise machine betting everything on Bitcoin going up long term. https://twitter.com/i/web/status/2021992702078853257" [X Link](https://x.com/HushWealth/status/2021992702078853257) 2026-02-12T17:00Z [---] followers, [----] engagements "@Sr_11ss Tax efficient dividends funded by new issuances that depend on BTC appreciating forever. Thats either the smartest structure in finance or the most elegant circular logic. Time will tell which one. ๐" [X Link](https://x.com/HushWealth/status/2022259715976085705) 2026-02-13T10:41Z [---] followers, [--] engagements "US inflation hit 2.4% in January below expectations. Markets are now debating whether the Fed cuts rates this year. ๐ฐ TLDR: Cooler than expected inflation gives the Fed room to loosen policy but they're not signaling cuts yet. What happened: โ Headline CPI came in at 2.4% below the 2.6% forecast โ Core inflation held steady at 2.5% matching expectations โ This is the coolest reading in months ๐ Why it matters: โ Lower inflation reduces pressure on household purchasing power โ Fed now faces a real choice between cutting rates and staying patient โ Rate expectations directly impact crypto" [X Link](https://x.com/HushWealth/status/2023200655733829977) 2026-02-16T01:00Z [---] followers, [--] engagements "First what even is $PURR Hyperliquid Strategies is the MicroStrategy playbook applied to $HYPE. A publicly traded company on NASDAQ whose entire job is accumulating $HYPE tokens. Think $MSTR but for the fastest growing DEX in crypto" [X Link](https://x.com/HushWealth/status/2023403357814362602) 2026-02-16T14:25Z [---] followers, [--] engagements "Meanwhile the actual balance sheet: โ $616.7M in total assets โ $281.9M in cash โ [----] million $HYPE tokens worth roughly $537M at current prices โ Zero debt โ $589.8M in stockholders equity Market cap today Around $534M. The assets on the books exceed what the market is pricing. https://twitter.com/i/web/status/2023403377577885940 https://twitter.com/i/web/status/2023403377577885940" [X Link](https://x.com/HushWealth/status/2023403377577885940) 2026-02-16T14:25Z [---] followers, [--] engagements "BBVA just joined Qivalis a bank-backed euro stablecoin. This is bigger than it sounds. ๐ฐ TLDR: Major European banks are building their own stablecoin rails instead of using existing crypto infrastructure. What happened: โ BBVA became the latest bank to join Qivalis a consortium issuing euro stablecoins โ Other members include Santander BNY Mellon and Banco Bilbao โ Launched to compete with USDC and USDT in institutional settlement ๐ Why it matters: โ Banks are finally admitting stablecoins work better for payments than their own systems โ Euro stablecoins give institutions a regulated" [X Link](https://x.com/HushWealth/status/2019403917503701260) 2026-02-05T13:33Z [---] followers, [--] engagements "Saylor's timing on a $90M bitcoin buy at $78815 looks sharp until you realize he bought before the crash not during it. Bitcoin fell to $60k by Thursday. He just paid premium prices for the warmup act. Sometimes the best strategy is admitting you can't time the market" [X Link](https://x.com/HushWealth/status/2020854901476040877) 2026-02-09T13:38Z [---] followers, [---] engagements "Everyone thinks Bitcoin needs to become quantum resistant immediately or it's doomed. They're wrong. Here's what's actually happening: โ Quantum computers capable of breaking Bitcoin's cryptography don't exist yet and won't for at least [--] to [--] years by most estimates โ Rushing changes now risks introducing bugs into the most secure network ever built for a threat that's still theoretical โ Bitcoin's design allows upgrades when the threat becomes real giving us time to implement quantum resistance carefully rather than in panic mode Follow for takes that cut through the noise." [X Link](https://x.com/HushWealth/status/2020905540386226185) 2026-02-09T17:00Z [---] followers, [--] engagements "Everyone thinks China banned crypto. They didn't. They just nationalized it. Here's what's actually happening: โ Private crypto remains prohibited. Only state approved RWA tokenization allowed โ This isn't a relaxation it's total control. Beijing gets to decide which assets get digital versions โ The difference between a ban and a monopoly is just semantics when one entity runs the show Follow for takes that cut through the noise. https://twitter.com/i/web/status/2020950957081886799 https://twitter.com/i/web/status/2020950957081886799" [X Link](https://x.com/HushWealth/status/2020950957081886799) 2026-02-09T20:00Z [---] followers, [--] engagements "Binance just bought $300M in Bitcoin for its emergency fund during a market dip. Translation: the world's largest exchange is betting its user protection money on Bitcoin price recovery. That's either extreme confidence or a calculated PR move. Probably both" [X Link](https://x.com/HushWealth/status/2020996138355056966) 2026-02-09T23:00Z [---] followers, [---] engagements "Gemini is cutting 25% of staff and abandoning three entire regions. The crypto downturn revealed what market conditions always do: exchanges built on speculation can't survive on regulation and fees alone. The survivors won't be the fastest to scale. They'll be the ones disciplined enough to say no. https://twitter.com/i/web/status/2021041432119869939 https://twitter.com/i/web/status/2021041432119869939" [X Link](https://x.com/HushWealth/status/2021041432119869939) 2026-02-10T02:00Z [---] followers, [--] engagements "Ripple just expanded its custody offering with new partners. Here's what that actually means. ๐ฐ TLDR: Ripple is building out infrastructure so institutions can safely hold digital assets through trusted providers. What happened: โ Ripple announced multiple custody partnerships (specific partners not yet disclosed in initial press) โ These integrate with Ripple Custody their institutional grade storage solution โ Expands the network of qualified custodians banks can route assets through ๐ Why it matters: โ Institutions still hesitate on custody. More regulated partners = more comfort โ " [X Link](https://x.com/HushWealth/status/2021205470074020149) 2026-02-10T12:51Z [---] followers, [--] engagements "Robinhood just launched a public testnet for its own Ethereum layer [--]. This is a significant move not just marketing noise. ๐ฐ TLDR: A major retail broker is building its own blockchain infrastructure instead of relying on existing chains. What happened: โ Robinhood launched public testnet for its L2 solution built on Ethereum $ETH โ This follows their acquisition of Wallets and the shift toward onchain services โ Anyone can now test the network before mainnet launch ๐ Why it matters: โ Shows institutional players aren't just adopting crypto they're building core infrastructure โ A layer 2" [X Link](https://x.com/HushWealth/status/2021620224487780727) 2026-02-11T16:19Z [---] followers, [---] engagements "CFD brokers are racing into spot crypto. Most think it's a tech upgrade. It's actually a complete business model overhaul. ๐ฐ TLDR: Managing real Bitcoin is fundamentally different from managing contracts that reference Bitcoin. The brokers who don't understand this will learn the hard way. What's happening: โ IG Group Pepperstone Capital dot com CMC Markets and XTB are all launching or preparing spot crypto offerings โ Binance's spot market share dropped from 60% in [----] to 25% by December [----] โ Spot crypto volume hit $18.6 trillion last year up 9% YoY โ Crypto exchanges are moving the" [X Link](https://x.com/HushWealth/status/2022053097032364274) 2026-02-12T21:00Z [---] followers, [--] engagements "Everyone watches Washington for crypto permission slips. Meanwhile BlackRock is just building. Here's what's actually happening: โ White House stablecoin framework stalls in committees while lobbyists argue about jurisdiction โ BlackRock deploys capital directly into Uniswap treating onchain infrastructure as infrastructure not a political question โ One side negotiates regulatory theater. The other side competes for market share. The institutions that move fastest won't be the ones waiting for policy. They'll be the ones already there. https://twitter.com/i/web/status/2022113497740435501" [X Link](https://x.com/HushWealth/status/2022113497740435501) 2026-02-13T01:00Z [---] followers, [---] engagements "@jimcraddock If fiat is going to [--] then the 11% yield (paid in fiat) is not an iPhone moment but a Blackberry moment ๐คฃ" [X Link](https://x.com/HushWealth/status/2022334996938400245) 2026-02-13T15:40Z [---] followers, [--] engagements "Bitcoin jumped on softer CPI data while traders stayed skeptical. The irony: everyone's waiting for rate cuts that probably won't happen. Market's pricing in hope not reality. The Fed signaled higher rates for longer just weeks ago. One soft inflation print doesn't erase that. https://twitter.com/i/web/status/2022398225458541033 https://twitter.com/i/web/status/2022398225458541033" [X Link](https://x.com/HushWealth/status/2022398225458541033) 2026-02-13T19:51Z [---] followers, [--] engagements "Everyone thinks Wall Street and crypto are natural enemies. But they are not. Here's what's actually happening: โ Both sides are negotiating the same bill in the same room not fighting ideologically โ Banks want zero stablecoin yield. Crypto offered to ban yield on static holdings but keep transaction rewards. That's a real compromise. โ The holdup isn't about philosophy it's about whether DeFi liquidity incentives threaten bank deposits. A technical question not a war. Follow for takes that cut through the noise. https://twitter.com/i/web/status/2022475889121149181" [X Link](https://x.com/anyuser/status/2022475889121149181) 2026-02-14T01:00Z [---] followers, [--] engagements "@neural_gin Exactly. The split isnt banks vs crypto anymore. Its banks that see the rails vs banks trying to protect deposit margins. The ones lobbying to ban stablecoin yield are telling you they cant compete with it. Thats not strength. Thats a tell" [X Link](https://x.com/HushWealth/status/2022511485046419586) 2026-02-14T03:21Z [---] followers, [--] engagements "Kalshi just laid out what regulated prediction markets actually need to work. This matters more than you think. ๐ฐ TLDR: Real prediction markets require specific safeguards to prevent manipulation and maintain credibility with regulators. What happened: โ Kalshi outlined core principles for integrity in regulated forecasting markets โ Focus on preventing market manipulation and insider trading โ Emphasis on transparent settlement and dispute resolution ๐ Why it matters: โ Prediction markets are expanding but regulators remain skeptical about their design โ Markets without these safeguards" [X Link](https://x.com/HushWealth/status/2022672187233374521) 2026-02-14T14:00Z [---] followers, [--] engagements "@Michaeli723 Involuntary QE is the perfect term for it. The Fed spent three years shrinking its balance sheet just to end up as the only entity that can absorb what it created" [X Link](https://x.com/HushWealth/status/2023135225702912365) 2026-02-15T20:40Z [---] followers, [--] engagements "Everyone is panicking about Bitcoins drop. The data says this is where bottoms are built. ๐ฐ TLDR: Multiple independent models are converging on the same floor zone between $47K and $60K. This is not prediction. This is probability. The evidence: โ Bitcoin sits below the [---] day MA [---] day MA and short term holder realized price simultaneously โ The drop below $90K was predictable: a massive volume void made rapid price movement inevitable โ Z Score just hit [---] the most extreme downside deviation in Bitcoins entire history ๐ Where the floor likely forms: โ Volume profile shows major" [X Link](https://x.com/HushWealth/status/2021259302632067571) 2026-02-10T16:25Z [---] followers, [---] engagements "Everyone thinks strong jobs data is bad for Bitcoin. They're wrong. Here's what's actually happening: โ Strong labor market removes recession fears which reduces panic selling โ Fed pause is already priced in at 95% odds so the news changed nothing โ Bitcoin spiked to $69K then fell anyway proving macro headlines aren't the driver The real move comes from what traders do next not what economists predicted yesterday. Follow for takes that cut through the noise" [X Link](https://x.com/HushWealth/status/2021669063806923133) 2026-02-11T19:34Z [---] followers, [--] engagements "Myth: Cryptocurrency is a criminal's preferred tool. Reality: The surge in crypto flows to crime networks reflects increased blockchain adoption overall not unique vulnerability to illicit use. The details: โ As total crypto volume grows absolute criminal activity grows too but the percentage remains consistent at under 1% of all transactions โ Traditional banking still moves trillions in illicit funds annually with far less visibility โ Every major crime network move on chain gets tracked and arrested within months because blockchains are permanent records" [X Link](https://x.com/HushWealth/status/2022838274042266050) 2026-02-15T01:00Z [---] followers, [--] engagements "Myth: The Bitcoin Rainbow Chart predicts price direction. Reality: It's a visualization of historical volatility bands not a crystal ball. The details: โ Rainbow charts map price movements onto color zones based on past cycles โ They're descriptive not predictivethey show where price has been not where it's going โ Every cycle has unique macro conditions regulatory environment and capital flows that the chart can't account for The real story: When Bitcoin dips below previous peaks retail panic spikes and people search for validation in any tool that confirms their fear. Rainbow charts are" [X Link](https://x.com/HushWealth/status/2019455986139058384) 2026-02-05T17:00Z [---] followers, [--] engagements "Myth: 2x Bitcoin ETFs give you 2x Bitcoin returns. Reality: $BITU is down 71% while Bitcoin is down 5%. Same timeframe. The details: โ Leveraged ETFs reset daily. A 10% drop then 11% recovery breaks even for BTC but loses 2.2% on 2x โ Bitcoin needs 91% to recover its all time high. BITU needs 477%. โ BITU hit $65.77 last year. Today it trades at $11.39. Bitcoin is still above $66000. โ These products are designed for day trades not positions. The prospectus says it. The math proves it. Spot ETFs like $IBIT and $FBTC track Bitcoin within 0.5%. The boring option was the right one all along." [X Link](https://x.com/HushWealth/status/2022296474780852600) 2026-02-13T13:07Z [---] followers, [---] engagements "@Axel_bitblaze69 This point has some history behind it. Coinbase IPO near the top. Bitcoin futures launch in [----] near the top. But spot ETF approval in January [----] wasn't the top. It was the start of a new leg up. The pattern isn't as reliable as it looks" [X Link](https://x.com/HushWealth/status/2022413831881040200) 2026-02-13T20:53Z [---] followers, [---] engagements "@KobeissiLetter The last tech company to issue a [---] year bond was Motorola in [----]. Motorola was split up and sold for parts by [----]. A [---] year bond isnt confidence in your future. Its confidence that someone will always buy your debt regardless of your future" [X Link](https://x.com/HushWealth/status/2022676272976175414) 2026-02-14T14:16Z [---] followers, [---] engagements "Everyone thinks retail buying Bitcoin means a sustained bull run is here. Here's what's actually happening: โ Retail added $613M in February while whales dumped $4.5B a [--] to [--] imbalance โ Short term holder SOPR hit November [----] lows meaning recent buyers are underwater and selling at losses โ $92M in short liquidations doesn't sustain rallies it just clears weak hands before the next move Retail conviction looks fragile. The real test is whether whale distribution actually stops" [X Link](https://x.com/HushWealth/status/2023034561689419855) 2026-02-15T14:00Z [---] followers, [--] engagements "@KobeissiLetter China exporting deflation for [--] straight months is doing more for US inflation numbers than anything the Fed has done. Every cheap Chinese good that crosses the Pacific suppresses CPI. The Fed is taking credit for a disinflationary force it didnt create and cant control" [X Link](https://x.com/HushWealth/status/2022817424215609773) 2026-02-14T23:37Z [---] followers, [----] engagements "@KobeissiLetter At what point does the Fed have to step back in Primary dealers are required to participate in auctions but theyre not required to hold indefinitely. If balance sheet constraints force them to start offloading at a loss whos the next buyer" [X Link](https://x.com/HushWealth/status/2023106063747400148) 2026-02-15T18:44Z [---] followers, [---] engagements "Here is why the $HYPE thesis matters for $PURR holders. Hyperliquid's DEX generates over $800M in annual trading fees. 97% of those fees go to buying and burning HYPE tokens. More volume more fees more HYPE burned fewer tokens in circulation upward price pressure. $PURR holds [----] million of those tokens and keeps buying more. https://twitter.com/i/web/status/2023403379217600741 https://twitter.com/i/web/status/2023403379217600741" [X Link](https://x.com/HushWealth/status/2023403379217600741) 2026-02-16T14:25Z [---] followers, [--] engagements "Bitcoin's quantum problem isn't tomorrow. It's a timeline problem. TLDR: Quantum computers could theoretically break Bitcoin's cryptography faster than anyone planned forcing the industry to move from theory to actual defense strategies. What happened: โ Quantum computing capabilities are advancing faster than expected โ Bitcoin's current cryptography could become vulnerable within a planning horizon instead of decades away โ The industry is shifting from dismissing the threat to serious preparation mode Why it matters: โ If quantum computers arrive before Bitcoin upgrades its security" [X Link](https://x.com/HushWealth/status/2017598748277543335) 2026-01-31T14:00Z [---] followers, [--] engagements "@Investments_CEO Kazakhstan tightened crypto rules this month. Now theyre converting gold reserves to Bitcoin. Regulation isnt the enemy. Its the on ramp. Everyone thinks regulation is crypto's enemy. They're wrong. Italy India and Kazakhstan all tightening rules in the same month: Kazakhstan closing compliance gaps Italy cracking down on advertising India strengthening trading oversight This isn't https://t.co/7GoBrXDdcb Everyone thinks regulation is crypto's enemy. They're wrong. Italy India and Kazakhstan all tightening rules in the same month: Kazakhstan closing compliance gaps Italy" [X Link](https://x.com/HushWealth/status/2017624399965233496) 2026-01-31T15:41Z [---] followers, [---] engagements "When Bitcoin sneezes ETFs catch a cold TLDR: Over $1 billion flowed out of crypto ETFs in a single day with Bitcoin leading the exodus at $818 million. What happened: Bitcoin ETFs saw $818 million in redemptions the largest single withdrawal Ether XRP and Solana followed immediately into negative territory The entire crypto ETF market turned red as investors hit the exit simultaneously Why it matters: ETF flows are a real-time temperature check of institutional and retail confidence When every major asset class moves together like this it signals broad risk-off sentiment not isolated weakness" [X Link](https://x.com/HushWealth/status/2017689340202389838) 2026-01-31T20:00Z [---] followers, [---] engagements "What loose financial conditions actually do: Cheaper credit. Weaker dollar. Tighter spreads. All of this makes borrowing easier and assets more attractive. It doesnt fix inflation or wages. It inflates balance sheets. Thats why stocks and gold are ripping while consumer sentiment is collapsing. https://twitter.com/i/web/status/2017778689102991772 https://twitter.com/i/web/status/2017778689102991772" [X Link](https://x.com/HushWealth/status/2017778689102991772) 2026-02-01T01:55Z [---] followers, [----] engagements "JPMorgan just made a bold call on three assets you probably own or should understand TLDR: Major bank says bitcoin is oversold silver is overheated and gold has way more downside coming. What happened: JPMorgan's analysts say bitcoin futures got beaten down too hard and don't reflect the asset's true value Silver meanwhile shot up so fast it entered overbought territory signaling a pullback is likely Gold's long term fair value sits around $8500 according to their models about $1500 lower than recent levels Silver and gold both pulled back from recent highs after the report dropped Why it" [X Link](https://x.com/HushWealth/status/2017961135434314229) 2026-02-01T14:00Z [---] followers, [--] engagements "@KobeissiLetter AGQ holders watched 158% gains disappear in one day while silver itself is still up for the year. That's the leveraged ETF trap. The underlying asset survives. Your position doesn't. The product worked exactly as designed. Most people just don't understand the design" [X Link](https://x.com/HushWealth/status/2018008306321637403) 2026-02-01T17:07Z [---] followers, [---] engagements "@KobeissiLetter $280 billion in weekly volume. Silver erased an entire month of gains in [--] hours. Record volume at the end of a parabolic move isn't bullish. It's capitulation" [X Link](https://x.com/HushWealth/status/2018028307703320763) 2026-02-01T18:26Z [---] followers, [---] engagements "@KobeissiLetter The Fed celebrates 2.9% inflation while 40% of the country experiences 3.1%+. Monetary policy is set based on averages that dont exist in anyones actual life. The people with the least pricing power pay the highest inflation tax" [X Link](https://x.com/HushWealth/status/2018054844624306549) 2026-02-01T20:12Z [---] followers, [---] engagements "@pete_rizzo_ Saylor is paying 11% to borrow money for Bitcoin. That tells you exactly what he thinks BTC will return. Nobody pays double digit yields to buy an asset they expect to go sideways" [X Link](https://x.com/HushWealth/status/2018057903521845258) 2026-02-01T20:24Z [---] followers, [----] engagements "Gold and crypto down on the same day tells you everything. When assets that are supposed to hedge each other both sell off simultaneously it's not about fundamentals. It's about margin calls. The only correlation that matters during forced liquidation is: can I sell this right now https://twitter.com/i/web/status/2018060309681061964 https://twitter.com/i/web/status/2018060309681061964" [X Link](https://x.com/HushWealth/status/2018060309681061964) 2026-02-01T20:34Z [---] followers, [---] engagements "IBIT investors underwater is when the real data starts. Anyone can hold through gains. The interesting question is what happens next. Do ETF holders panic sell like retail or does the wrapper change behavior If redemptions stay muted that's the most bullish signal Bitcoin has ever had. We'll see. https://twitter.com/i/web/status/2018075523813937269 https://twitter.com/i/web/status/2018075523813937269" [X Link](https://x.com/HushWealth/status/2018075523813937269) 2026-02-01T21:34Z [---] followers, [----] engagements "Oracle is either building the infrastructure backbone of the AI era or making the most expensive bet in enterprise tech history. There's no middle outcome here. $248B in lease commitments with negative free cash flow means this either works spectacularly or fails catastrophically. Binary outcome. https://twitter.com/i/web/status/2018125427202568588 https://twitter.com/i/web/status/2018125427202568588" [X Link](https://x.com/HushWealth/status/2018125427202568588) 2026-02-02T00:52Z [---] followers, [----] engagements "@KobeissiLetter The current bear market has BTC at $77K. The [----] bull market top was $69K. This is the first crash in Bitcoin history where the bottom is higher than the previous cycles peak. Thats a regime change in what drawdowns look like" [X Link](https://x.com/HushWealth/status/2018133769593442553) 2026-02-02T01:26Z [---] followers, [----] engagements "Everyone thinks Binance caused the October [--] crash. They're looking at the wrong problem. Here's what's actually happening: โ $19 billion in liquidations happened because leverage was extreme and liquidity vanished when it mattered most โ Binance paid $283 million in compensation but that's a symptom not the disease โ The real issue is crypto markets are structurally fragile when macro news hits a Friday night market makers disappear and spreads explode Scapegoating one exchange feels good. Fixing how leverage and liquidity work in crypto would actually help. Follow for takes that cut" [X Link](https://x.com/HushWealth/status/2018142330101051629) 2026-02-02T02:00Z [---] followers, [--] engagements "@CathieDWood The 80s dollar rally ended with five countries coordinating to crash it. The Plaza Accord happened because a strong dollar was crushing American exports. History suggests the soar comes with a hangover" [X Link](https://x.com/HushWealth/status/2018156886340559138) 2026-02-02T02:57Z [---] followers, [---] engagements "@BullTheoryio Standard Chartered estimates banks could lose $500B in deposits to stablecoins. Coinbase makes $355M per quarter on stablecoin rewards. That's the real agenda in the room today. Everything else is theater ๐" [X Link](https://x.com/HushWealth/status/2018311222190371118) 2026-02-02T13:11Z [---] followers, [---] engagements "Everyone thinks Michael Saylor is a bitcoin maximalist throwing company money at hype. They're wrong. Here's what's actually happening: โ Strategy has bought over $15B in bitcoin since [----] turning it into a publicly traded proxy for bitcoin exposure โ He buys during volatility dips not euphoria peaks treating it like treasury management not speculation โ This forces institutions to choose: miss bitcoin allocation or buy Strategy stock creating demand either way Follow for takes that cut through the noise" [X Link](https://x.com/HushWealth/status/2018316886593671594) 2026-02-02T13:33Z [---] followers, [----] engagements "Stablecoins are moving beyond payments into the actual infrastructure layer of finance. ๐ฐ TLDR: The next evolution isn't faster transactions. It's programmable settlement that lets financial systems reason about money in real time. What happened: โ Stablecoins are shifting from payment rails (moving money A to B) to reasoning engines (systems making decisions based on money state) โ This means smart contracts can now see balances verify reserves and execute conditional logic instantly โ Traditional finance needs this because current infrastructure can't talk to itself in real time ๐ Why it" [X Link](https://x.com/HushWealth/status/2018361269531648415) 2026-02-02T16:30Z [---] followers, [----] engagements "@EleanorTerrett @SECGov The stablecoin yield fight is a proxy war for something bigger: who controls the infrastructure layer of finance. Banks see deposits leaving. Crypto sees programmable money arriving. Both are right. Context on where this is heading: Stablecoins are moving beyond payments into the actual infrastructure layer of finance. ๐ฐ TLDR: The next evolution isn't faster transactions. It's programmable settlement that lets financial systems reason about money in real time. What happened: โ Stablecoins are Stablecoins are moving beyond payments into the actual infrastructure layer" [X Link](https://x.com/HushWealth/status/2018367902253002859) 2026-02-02T16:56Z [---] followers, [----] engagements "@CoinMarketCap Everyone sees a maximalist buying the dip. The real play is forcing institutions to either buy bitcoin or buy the company that already did. Broke down the actual strategy here: Everyone thinks Michael Saylor is a bitcoin maximalist throwing company money at hype. They're wrong. Here's what's actually happening: โ Strategy has bought over $15B in bitcoin since [----] turning it into a publicly traded proxy for bitcoin exposure โ He buys during https://t.co/Uvn5AtyMkj Everyone thinks Michael Saylor is a bitcoin maximalist throwing company money at hype. They're wrong. Here's what's" [X Link](https://x.com/HushWealth/status/2018430699951263788) 2026-02-02T21:05Z [---] followers, [---] engagements "Strategy just announced all [----] preferred dividends were tax free. ๐ฐ TLDR: Saylor structured his preferred stock so the 9.6% dividend is treated as return of capital not taxable income. What happened: โ 100% of [----] distributions classified as nontaxable return of capital โ $413 million paid out across STRK STRF and other preferred instruments โ Strategy expects this treatment to continue for 10+ years ๐ Why it matters: โ Shareholders pay no income tax on these dividends now โ Tax is deferred until you sell then taxed as capital gains โ A 9.6% yield with full tax deferral is rare in" [X Link](https://x.com/HushWealth/status/2018481050356162639) 2026-02-03T00:25Z [---] followers, [---] engagements "@bitcoin_only Fair. The title oversimplified it. More precise: no tax now deferred until sale then taxed as capital gains instead of ordinary income. And if you hold until death stepped-up basis could make it effectively tax-free. Still rare for a 9.6% yield" [X Link](https://x.com/HushWealth/status/2018496788819251346) 2026-02-03T01:28Z [---] followers, [--] engagements "@bitcoin_only Also Fair. After [--] years youd pay cap gains on distributions. Still: [--] years of full deferral then capital gains rates (not ordinary income) and heirs get stepped up basis on the shares. Worse structures exist" [X Link](https://x.com/HushWealth/status/2018506103684792593) 2026-02-03T02:05Z [---] followers, [--] engagements "@bitcoin_only Yeah. If youre long BTC and have the risk tolerance spot is the better trade over that horizon. STRC is more for investors who need yield or cant hold pure crypto on their books. Different tools for different portfolios" [X Link](https://x.com/HushWealth/status/2018514619468542416) 2026-02-03T02:39Z [---] followers, [--] engagements "@KobeissiLetter The equity number is high. But cash at 16% while money markets pay 5% is the wilder stat. People are looking at a guaranteed 5% yield and saying "no thanks." That's the sentiment signal" [X Link](https://x.com/HushWealth/status/2018704513612370289) 2026-02-03T15:13Z [---] followers, [---] engagements "Elon Musk is merging xAI with SpaceX and suddenly crypto matters to him again. The same guy who called Bitcoin a scam then mined Doge then banned it from Tesla now wants his AI company sitting on digital assets. Consistency was never the point. Strategy was" [X Link](https://x.com/HushWealth/status/2018716113002225997) 2026-02-03T16:00Z [---] followers, [--] engagements "Hong Kong just greenlighted stablecoin issuer licenses. This is the first regulatory framework of its kind in Asia. ๐ฐ TLDR: Hong Kong turned stablecoins from gray area into regulated financial products opening the door for traditional finance to issue them. What happened: โ Hong Kong Monetary Authority created new license category for stablecoin issuers โ FX brokers and payment companies can now apply for official approval โ First batch of licenses expected in coming months ๐ Why it matters: โ Asian financial hubs follow Singapore's lead legitimizing stablecoins as infrastructure โ " [X Link](https://x.com/HushWealth/status/2018768954336985328) 2026-02-03T19:30Z [---] followers, [--] engagements "Coinbase is suing Australian banks for blocking crypto deposits while those same banks process billions in wire transfers for actual criminal enterprises. The irony is they know exactly which transactions are sketchy because blockchains are transparent. Banks prefer cash because it leaves no trail. https://twitter.com/i/web/status/2018810478089425267 https://twitter.com/i/web/status/2018810478089425267" [X Link](https://x.com/HushWealth/status/2018810478089425267) 2026-02-03T22:15Z [---] followers, [--] engagements "@Ripple @HyperliquidX Wall Street wanted DeFi yields without DeFi risk. Ripple just built the wrapper. Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ Ripple Prime integrated Hyperliquid the largest https://t.co/MLNyMHRm4q Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ " [X Link](https://x.com/HushWealth/status/2019092501408198911) 2026-02-04T16:55Z [---] followers, [----] engagements "Bitnomial just listed the first US regulated futures for Tezos. Quietly significant. ๐ฐ TLDR: A Chicago exchange opened regulated derivatives trading for a blockchain that's been quietly shipping code since [----]. What happened: โ Bitnomial added Tezos futures to its CFTC regulated platform โ This is the first US regulated derivative product for XTZ โ Bitnomial has a pattern of being first to regulated products across crypto assets ๐ Why it matters: โ Futures require institutional grade infrastructure and compliance not every project gets there โ Tezos raised $232M in [----] but never chased" [X Link](https://x.com/HushWealth/status/2019153995189920099) 2026-02-04T21:00Z [---] followers, [--] engagements "@KobeissiLetter Credit saw it first. Equities are catching up. โ Software loans at [----] distress levels. โ Software ETF down 20% YTD. โ Private credit firms dumping on exposure fears. When credit and equity agree pay attention" [X Link](https://x.com/HushWealth/status/2019196827078119716) 2026-02-04T23:50Z [---] followers, [---] engagements "@FireblocksHQ integrated with @Stacks. This is the first real bridge between institutional custody and Bitcoin DeFi. ๐ฐ TLDR: 2400+ institutional clients can now deploy Bitcoin directly into DeFi apps built on Stacks Layer [--]. What happened: โ Fireblocks integrated Stacks protocol into its custody platform โ Institutions get direct access to Bitcoin DeFi without wrapping or bridging โ Stacks enables smart contracts and DeFi apps that settle on Bitcoin ๐ Why it matters: โ Removes the custody and infrastructure friction that kept institutions out of Bitcoin DeFi โ Billions in institutional" [X Link](https://x.com/HushWealth/status/2019576778411635074) 2026-02-06T01:00Z [---] followers, [--] engagements "@KobeissiLetter $17.4B unrealized loss. Zero liquidation risk. Thats the difference between corporate treasury and leveraged trading. MSTRs debt has no margin calls. The accounting looks ugly. The structure doesnt. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ MSTR holds Bitcoin but funds it through corporate debt not margin calls โ Their balance sheet can absorb prolonged downturns without forced selling โ They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's" [X Link](https://x.com/HushWealth/status/2019784016790970583) 2026-02-06T14:43Z [---] followers, [---] engagements "@Cointelegraph You cant liquidate a company that doesnt have margin calls. Strategy holds BTC through corporate debt not leveraged positions. Theres no price that forces them to sell. The darkest hour scenario assumes a mechanism that doesnt exist. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ MSTR holds Bitcoin but funds it through corporate debt not margin calls โ Their balance sheet can absorb prolonged downturns without forced selling โ They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet." [X Link](https://x.com/HushWealth/status/2019784498045489514) 2026-02-06T14:45Z [---] followers, [---] engagements "@DeItaone Funny how that works. $17B paper loss headlines yesterday. 17% rally today. Almost like the structure matters more than the accounting. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ MSTR holds Bitcoin but funds it through corporate debt not margin calls โ Their balance sheet can absorb prolonged downturns without forced selling โ They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ MSTR holds Bitcoin but funds it through corporate" [X Link](https://x.com/HushWealth/status/2019802692785176977) 2026-02-06T15:57Z [---] followers, [---] engagements "@Cointelegraph A perp DEX generating more fees than Ethereum mainnet. This is why Ripple just integrated Hyperliquid into their institutional prime brokerage. $5.5M in daily fees isnt hype. Its revenue. Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ Ripple Prime integrated Hyperliquid the largest https://t.co/MLNyMHRm4q Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid" [X Link](https://x.com/HushWealth/status/2019847483950829841) 2026-02-06T18:55Z [---] followers, [---] engagements "@FreedomXTech TradFi spent a decade keeping crypto out. Crypto spent that decade accumulating enough capital to buy TradFi. The convergence is looking more like an acquisition" [X Link](https://x.com/HushWealth/status/2020190004673184031) 2026-02-07T17:36Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HushWealth HushHush posts on X about bitcoin, crypto, debt, money the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 74.26% cryptocurrencies 53.47% stocks 24.75% exchanges #5171 technology brands 5.94% countries 3.96% travel destinations 2.97% financial services 1.98% automotive brands 1.98% currencies 0.99%
Social topic influence bitcoin #6187, crypto 19.8%, debt #2173, money 9.9%, $mstr #416, stablecoins 7.92%, inflation #1435, balance sheet #1374, just a 5.94%, defi 5.94%
Top accounts mentioned or mentioned by @kobeissiletter @coinmarketcap @bitcoinonly @cryptorand @deitaone @ripple @peterizzo @jimcraddock @michaeli723 @cointelegraph @freedomxtech @michaelquestell @bennyvee3 @sr_11ss @incomesharks @globalmktobserv @tokenterminal @ethereum @frankafetter @saylor
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Hyperliquid (HYPE) XRP (XRP) Ethereum (ETH) Strike (STRK) Purr (PURR) Coinbase Global Inc. (COIN)
Top posts by engagements in the last [--] hours
"The Canton Network: A $6T Powerhouse in RWAs and Stablecoins $Canton a blockchain built for financial institutions has quietly become a major player in the real world asset (RWA) and stablecoin space processing $6 trillion in RWAs and $350 billion per day in US Treasury activity. Details: Canton has partnered with major players like Broadridge Financial Solutions and DTCC to enable secure efficient transactions and tokenization of assets like US Treasuries. Its token has seen a 47.6% rise in the past month as its network usage has surged burning millions of tokens daily. Why this matters:"
X Link 2026-01-05T16:00Z [---] followers, [---] engagements
"Why a Bitwise CIO thinks bitcoin hits $6.5M in [--] years TLDR: Bitcoin could reach $6.5 million by [----] if debt and money printing continue at current rates not because more people suddenly want it. What happened: Matt Hougan from Bitwise predicts bitcoin at $6.5 million over the next two decades He expects bitcoin to trade sideways between $75K and $100K for the first half of [----] Central banks are starting to ask questions about bitcoin but adoption is likely [--] to [--] years away Why it matters: His forecast isn't based on adoption acceleration but on the continuation of currency debasement"
X Link 2026-02-01T02:00Z [---] followers, [--] engagements
"16 COUNTRIES WITH 0% TAX ON BITCOIN GAINS Full 0% tax (no conditions): UAE (Dubai) Singapore Hong Kong Malaysia El Salvador Georgia Belarus Panama Bahamas Bermuda Cayman Islands British Virgin Islands Puerto Rico (US territory) 0% if you hold longer than [--] year: Germany Portugal Switzerland https://twitter.com/i/web/status/2017958318761783671 https://twitter.com/i/web/status/2017958318761783671"
X Link 2026-02-01T13:48Z [---] followers, [---] engagements
"@IncomeSharks Gold pumped to all time highs on inflation fears then crashed on margin calls and now the narrative is deflation positioning The story changes faster than the price. Sometimes a leveraged unwind is just a leveraged unwind. Not everything needs a macro thesis"
X Link 2026-02-01T20:27Z [---] followers, [----] engagements
"@KobeissiLetter When short interest is at [--] year lows the question isnt whos left to squeeze Its whos left to buy Crowded trades look like consensus until they dont"
X Link 2026-02-02T15:20Z [---] followers, [---] engagements
"Everyone thinks the Fed knows what's happening with inflation. They might not. Here's what's actually happening: โ
Truflation's real time data shows US CPI at 0.86% core PCE at 1.38% โ
Official government data from December shows CPI at 2.7% core PCE at 2.8% โ
The gap suggests the Fed is making policy decisions on yesterday's numbers not today's conditions If alternative inflation trackers are capturing real time price movements more accurately than monthly government releases the Fed's pause on rate cuts looks like it's based on stale data. That's a problem for policy precision and a"
X Link 2026-02-02T20:30Z [---] followers, [--] engagements
"Flare just unlocked lending and borrowing for $XRP. Here's what actually changed. ๐ฐ TLDR: $XRP holders can now earn yield or use FXRP as collateral on Flare through Morpho without selling their tokens. What happened: โ
Flare integrated with Morpho a lending protocol that isolates each market separately โ
Users can deposit FXRP to earn interest or borrow stablecoins against it as collateral โ
Initial vaults available through Mystic app include FXRP FLR and USDT0 pairs ๐ Why it matters: โ
XRP has historically lacked DeFi options because it doesn't run smart contracts natively โ
Flare's bridge"
X Link 2026-02-04T01:35Z [---] followers, [---] engagements
"@cryptorand Tether at $185B without any real US institutional presence. Now theyre launching USAT with Anchorage and Cantor to go after Circles market directly. If they capture even a slice of that #2 isnt a question anymore. Context: Tether just launched a direct competitor to Circle's USDC TLDR: Tether's new USAT stablecoin is built specifically to win institutional dollars away from Circle and it might actually work. What happened: Tether launched USAT a US regulated stablecoin backed by Anchorage Tether just launched a direct competitor to Circle's USDC TLDR: Tether's new USAT stablecoin"
X Link 2026-02-04T10:45Z [---] followers, [--] engagements
"$ETH down 25% this week. DeFi lending at all time highs. $28 billion in active loans generating real yield. 10x lead over every competitor combined. Usage has never been stronger. The market is pricing ETH like a failed experiment while it runs the largest onchain credit market in history. https://twitter.com/i/web/status/2019059747920449801 https://twitter.com/i/web/status/2019059747920449801"
X Link 2026-02-04T14:45Z [---] followers, [--] engagements
"Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ
Ripple Prime integrated Hyperliquid the largest decentralized perp exchange โ
First DeFi integration since Ripple acquired Hidden Road for $1.25B โ
Institutions can now cross margin DeFi positions with FX fixed income and OTC swaps ๐ Why it matters: โ
Hyperliquid has $5B+ open interest and $200B monthly volume โ
Institutions get on chain liquidity with a single counterparty and"
X Link 2026-02-04T16:21Z [---] followers, [----] engagements
"Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ
MSTR holds Bitcoin but funds it through corporate debt not margin calls โ
Their balance sheet can absorb prolonged downturns without forced selling โ
They benefit on recovery without the liquidation risk of leveraged traders Follow for takes that cut through the noise. https://twitter.com/i/web/status/2019776115967930418 https://twitter.com/i/web/status/2019776115967930418"
X Link 2026-02-06T14:12Z [---] followers, [----] engagements
"@GlobalMktObserv Everyone sees the spike and thinks [----]. But look at the [----] spike on the same chart. It didnt lead to recession. It led to one of the strongest labor markets in decades. Announced cuts economic collapse"
X Link 2026-02-07T13:43Z [---] followers, [--] engagements
"Tether just invested $100M in a federally chartered crypto bank. The same Tether that regulators have been investigating for years. The same Tether that refuses independent audits. Now it's a strategic investor in American banking infrastructure. The Irony"
X Link 2026-02-07T14:30Z [---] followers, [---] engagements
"@CoinMarketCap This sounds like cope until you look at the actual target. [------] BTC by [----]. At $150K thats a $31B position. The current drawdown becomes a rounding error. Broke down the strategy: Everyone thinks doubling down when you're down 82% is stupid. Metaplanet's CEO might actually be playing a different game. Here's what's actually happening: โ
Metaplanet bought [-----] BTC at $107k average now worth $66k each. They're underwater $1.4 billion on paper. โ
https://t.co/YDXQuYyGKF Everyone thinks doubling down when you're down 82% is stupid. Metaplanet's CEO might actually be playing a"
X Link 2026-02-07T17:46Z [---] followers, [---] engagements
"@CoinMarketCap Everyone asking whats Strategys liquidation price just got their answer: there isnt one. $8K for six years is the CEO saying the bear case doesnt exist in any realistic model. Thats what corporate treasury structure buys you. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ
MSTR holds Bitcoin but funds it through corporate debt not margin calls โ
Their balance sheet can absorb prolonged downturns without forced selling โ
They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're"
X Link 2026-02-07T17:56Z [---] followers, [---] engagements
"Coinbase's research chief just explained why Bitcoin ETFs saw December outflows. It's not what you think. ๐ฐ TLDR: Tax loss harvesting not institutional abandonment drove recent ETF redemptions. What happened: โ
Bitcoin and crypto ETFs experienced notable outflows in December โ
David Duong Coinbase's head of institutional research attributes this to tax loss harvesting โ
Investors systematically sold losers before year end to offset capital gains ๐ Why it matters: โ
Outflows don't signal institutional weakness they're a tax optimization tactic โ
Euro stablecoin adoption and institutional"
X Link 2026-02-09T00:22Z [---] followers, [--] engagements
"@DeItaone Optimism recovering while 62% expect higher inflation and 50% expect higher unemployment this looks like capitulation. People stopped expecting the economy to make sense and started expecting assets to go up anyway"
X Link 2026-02-09T16:15Z [---] followers, [--] engagements
"@KobeissiLetter The disconnect is not irrational but a learned behavior. After [----] people watched the economy collapse and stocks rally. The lesson: bad economy = Fed intervention = stocks go up anyway. Thats basically muscle memory"
X Link 2026-02-10T19:31Z [---] followers, [---] engagements
"@tokenterminal @Ripple @ethereum 10x in a year while most stablecoin growth has stalled. RLUSD is quietly becoming one of the faster growing stablecoins in the market. Worth watching whether DeFi integrations or Ripple Prime drives the next leg"
X Link 2026-02-11T23:29Z [---] followers, [--] engagements
"@KobeissiLetter Risk appetite is one read. The other: this is the market becoming a casino with instant feedback loops. 0DTE options dont just reflect risk appetite. They amplify it. Market makers hedging these flows create the intraday swings everyone complains about"
X Link 2026-02-11T23:30Z [---] followers, [---] engagements
"@cryptorand @FrankAFetter 5.3% quantile is the setup. The next question is where it bottoms. On chain and technical models are converging on the same zone. There is a lot of confluence there. Everyone is panicking about Bitcoins drop. The data says this is where bottoms are built. ๐ฐ TLDR: Multiple independent models are converging on the same floor zone between $47K and $60K. This is not prediction. This is probability. The evidence: โ
Bitcoin sits below Everyone is panicking about Bitcoins drop. The data says this is where bottoms are built. ๐ฐ TLDR: Multiple independent models are"
X Link 2026-02-12T11:00Z [---] followers, [---] engagements
"@saylor Strategy has raised $5.5B across these preferred instruments to buy more Bitcoin. Stretch is the fifth one. At some point this stops being a software company issuing stock and starts being a financial engineering operation that happens to hold BTC. Full breakdown here. Saylor built a menu of Bitcoin exposure. Here's how it works. ๐ฐ TLDR: Strategy now offers [--] different preferred stocks each designed for a different type of investor. The lineup: โ
$MSTR Common stock pure Bitcoin volatility โ
$STRK (Strike) 8% dividend convertible https://t.co/LSeth9GJOJ Saylor built a menu of Bitcoin"
X Link 2026-02-12T20:47Z [---] followers, [---] engagements
"@CoinMarketCap This may sound bullish. But an emergency fund converting entirely to the asset its supposed to insure against is a choice. They also timed it during a dip. Confidence or PR move I think both. Binance just bought $300M in Bitcoin for its emergency fund during a market dip. Translation: the world's largest exchange is betting its user protection money on Bitcoin price recovery. That's either extreme confidence or a calculated PR move. Probably both. https://t.co/dCyXGY2UkA Binance just bought $300M in Bitcoin for its emergency fund during a market dip. Translation: the world's"
X Link 2026-02-12T20:58Z [---] followers, [---] engagements
"@pete_rizzo_ $190M in volume but most people replying dont know what theyre actually looking at. $STRC is a variable dividend preferred stock targeting $100 price with 11% yield paid monthly. Its one of five instruments Strategy built for different risk profiles. Full breakdown here. Saylor built a menu of Bitcoin exposure. Here's how it works. ๐ฐ TLDR: Strategy now offers [--] different preferred stocks each designed for a different type of investor. The lineup: โ
$MSTR Common stock pure Bitcoin volatility โ
$STRK (Strike) 8% dividend convertible https://t.co/LSeth9GJOJ Saylor built a menu of"
X Link 2026-02-12T23:35Z [---] followers, [---] engagements
"@KobeissiLetter The interest number is the one to watch. $2.1T in annual net interest by [----] means roughly $5.7 billion per day just to service existing debt. Thats not really a policy problem but a math problem with no political solution"
X Link 2026-02-13T00:44Z [---] followers, [---] engagements
"Self fulfilling prophecies cut both ways though. If Bitcoin drops 40% the preferred stock holders still want their dividends but the treasury is worth significantly less. Now they need to issue even more shares to cover payments which dilutes everything. The same flywheel that drives it up accelerates the unwind. https://twitter.com/i/web/status/2022140647080128683 https://twitter.com/i/web/status/2022140647080128683"
X Link 2026-02-13T02:47Z [---] followers, [--] engagements
"@wclemente So the bull case requires AGI to break the economy badly enough to need UBI and the bear case requires AGI to work well enough to extend lifespans. Both being true at the same time would be quite the timeline"
X Link 2026-02-13T02:50Z [---] followers, [---] engagements
"Everyone thinks doubling down when you're down 82% is stupid. Metaplanet's CEO might actually be playing a different game. Here's what's actually happening: โ
Metaplanet bought [-----] BTC at $107k average now worth $66k each. They're underwater $1.4 billion on paper. โ
Instead of cutting losses they're raising $2.1 billion to buy more and pay debt. This looks insane until you realize they're betting on eventually holding [------] BTC by [----]. โ
If Bitcoin recovers to $150k their average cost becomes irrelevant and their position becomes a $31 billion asset. The company is betting volatility"
X Link 2026-02-06T17:00Z [---] followers, [----] engagements
"Saylor built a menu of Bitcoin exposure. Here's how it works. ๐ฐ TLDR: Strategy now offers [--] different preferred stocks each designed for a different type of investor. The lineup: โ
$MSTR Common stock pure Bitcoin volatility โ
$STRK (Strike) 8% dividend convertible to MSTR shares โ
$STRF (Strife) 10% fixed dividend quarterly โ
$STRC (Stretch) 11% variable dividend monthly targets $100 price โ
$STRD (Stride) 10% fixed dividend quarterly โ
$STRE (Stream) 10% dividend Euro denominated ๐ Why it matters: โ
Want volatility Buy MSTR โ
Want yield with less risk Pick a preferred โ
Strategy raised"
X Link 2026-02-12T13:17Z [---] followers, [----] engagements
"The streak count matters less than why its happening. Is this leverage unwinding macro risk off or structural selling from miners and early ETF holders Five red months driven by forced liquidations is very different from five red months driven by loss of conviction. Which one is this https://twitter.com/i/web/status/2023341375521972557 https://twitter.com/i/web/status/2023341375521972557"
X Link 2026-02-16T10:19Z [---] followers, [---] engagements
"$PURR just reported a $318 million loss and almost nobody is talking about what actually happened. Here is what the headline is not telling you. ๐งต"
X Link 2026-02-16T14:25Z [---] followers, [--] engagements
"That $318M loss breaks down like this: โ
$262M in unrealized losses from HYPE price swings. Paper losses. They never sold. โ
$35.6M one time write off from the Sonnet merger โ
$17.8M deferred tax expense โ
Actual operating costs: $3.5M over six months The company did not burn $318M. Accounting rules made it look that way. https://twitter.com/i/web/status/2023403359571509418 https://twitter.com/i/web/status/2023403359571509418"
X Link 2026-02-16T14:25Z [---] followers, [--] engagements
"Myth: $STRC pays 11% dividends from Bitcoin yield. Reality: Bitcoin generates nothing. They're paying you back with your own money. The details: โ
Strategy has no accumulated earnings and doesn't expect any for 10+ years โ
Dividends come from the $5.5B they raised selling preferred stock โ
They keep issuing new shares to raise fresh capital โ
The "return of capital" tax treatment exists precisely because there are no real earnings This is a perpetual capital raise machine betting everything on Bitcoin going up long term. https://twitter.com/i/web/status/2021992702078853257"
X Link 2026-02-12T17:00Z [---] followers, [----] engagements
"@Sr_11ss Tax efficient dividends funded by new issuances that depend on BTC appreciating forever. Thats either the smartest structure in finance or the most elegant circular logic. Time will tell which one. ๐"
X Link 2026-02-13T10:41Z [---] followers, [--] engagements
"US inflation hit 2.4% in January below expectations. Markets are now debating whether the Fed cuts rates this year. ๐ฐ TLDR: Cooler than expected inflation gives the Fed room to loosen policy but they're not signaling cuts yet. What happened: โ
Headline CPI came in at 2.4% below the 2.6% forecast โ
Core inflation held steady at 2.5% matching expectations โ
This is the coolest reading in months ๐ Why it matters: โ
Lower inflation reduces pressure on household purchasing power โ
Fed now faces a real choice between cutting rates and staying patient โ
Rate expectations directly impact crypto"
X Link 2026-02-16T01:00Z [---] followers, [--] engagements
"First what even is $PURR Hyperliquid Strategies is the MicroStrategy playbook applied to $HYPE. A publicly traded company on NASDAQ whose entire job is accumulating $HYPE tokens. Think $MSTR but for the fastest growing DEX in crypto"
X Link 2026-02-16T14:25Z [---] followers, [--] engagements
"Meanwhile the actual balance sheet: โ
$616.7M in total assets โ
$281.9M in cash โ
[----] million $HYPE tokens worth roughly $537M at current prices โ
Zero debt โ
$589.8M in stockholders equity Market cap today Around $534M. The assets on the books exceed what the market is pricing. https://twitter.com/i/web/status/2023403377577885940 https://twitter.com/i/web/status/2023403377577885940"
X Link 2026-02-16T14:25Z [---] followers, [--] engagements
"BBVA just joined Qivalis a bank-backed euro stablecoin. This is bigger than it sounds. ๐ฐ TLDR: Major European banks are building their own stablecoin rails instead of using existing crypto infrastructure. What happened: โ
BBVA became the latest bank to join Qivalis a consortium issuing euro stablecoins โ
Other members include Santander BNY Mellon and Banco Bilbao โ
Launched to compete with USDC and USDT in institutional settlement ๐ Why it matters: โ
Banks are finally admitting stablecoins work better for payments than their own systems โ
Euro stablecoins give institutions a regulated"
X Link 2026-02-05T13:33Z [---] followers, [--] engagements
"Saylor's timing on a $90M bitcoin buy at $78815 looks sharp until you realize he bought before the crash not during it. Bitcoin fell to $60k by Thursday. He just paid premium prices for the warmup act. Sometimes the best strategy is admitting you can't time the market"
X Link 2026-02-09T13:38Z [---] followers, [---] engagements
"Everyone thinks Bitcoin needs to become quantum resistant immediately or it's doomed. They're wrong. Here's what's actually happening: โ
Quantum computers capable of breaking Bitcoin's cryptography don't exist yet and won't for at least [--] to [--] years by most estimates โ
Rushing changes now risks introducing bugs into the most secure network ever built for a threat that's still theoretical โ
Bitcoin's design allows upgrades when the threat becomes real giving us time to implement quantum resistance carefully rather than in panic mode Follow for takes that cut through the noise."
X Link 2026-02-09T17:00Z [---] followers, [--] engagements
"Everyone thinks China banned crypto. They didn't. They just nationalized it. Here's what's actually happening: โ
Private crypto remains prohibited. Only state approved RWA tokenization allowed โ
This isn't a relaxation it's total control. Beijing gets to decide which assets get digital versions โ
The difference between a ban and a monopoly is just semantics when one entity runs the show Follow for takes that cut through the noise. https://twitter.com/i/web/status/2020950957081886799 https://twitter.com/i/web/status/2020950957081886799"
X Link 2026-02-09T20:00Z [---] followers, [--] engagements
"Binance just bought $300M in Bitcoin for its emergency fund during a market dip. Translation: the world's largest exchange is betting its user protection money on Bitcoin price recovery. That's either extreme confidence or a calculated PR move. Probably both"
X Link 2026-02-09T23:00Z [---] followers, [---] engagements
"Gemini is cutting 25% of staff and abandoning three entire regions. The crypto downturn revealed what market conditions always do: exchanges built on speculation can't survive on regulation and fees alone. The survivors won't be the fastest to scale. They'll be the ones disciplined enough to say no. https://twitter.com/i/web/status/2021041432119869939 https://twitter.com/i/web/status/2021041432119869939"
X Link 2026-02-10T02:00Z [---] followers, [--] engagements
"Ripple just expanded its custody offering with new partners. Here's what that actually means. ๐ฐ TLDR: Ripple is building out infrastructure so institutions can safely hold digital assets through trusted providers. What happened: โ
Ripple announced multiple custody partnerships (specific partners not yet disclosed in initial press) โ
These integrate with Ripple Custody their institutional grade storage solution โ
Expands the network of qualified custodians banks can route assets through ๐ Why it matters: โ
Institutions still hesitate on custody. More regulated partners = more comfort โ
"
X Link 2026-02-10T12:51Z [---] followers, [--] engagements
"Robinhood just launched a public testnet for its own Ethereum layer [--]. This is a significant move not just marketing noise. ๐ฐ TLDR: A major retail broker is building its own blockchain infrastructure instead of relying on existing chains. What happened: โ
Robinhood launched public testnet for its L2 solution built on Ethereum $ETH โ
This follows their acquisition of Wallets and the shift toward onchain services โ
Anyone can now test the network before mainnet launch ๐ Why it matters: โ
Shows institutional players aren't just adopting crypto they're building core infrastructure โ
A layer 2"
X Link 2026-02-11T16:19Z [---] followers, [---] engagements
"CFD brokers are racing into spot crypto. Most think it's a tech upgrade. It's actually a complete business model overhaul. ๐ฐ TLDR: Managing real Bitcoin is fundamentally different from managing contracts that reference Bitcoin. The brokers who don't understand this will learn the hard way. What's happening: โ
IG Group Pepperstone Capital dot com CMC Markets and XTB are all launching or preparing spot crypto offerings โ
Binance's spot market share dropped from 60% in [----] to 25% by December [----] โ
Spot crypto volume hit $18.6 trillion last year up 9% YoY โ
Crypto exchanges are moving the"
X Link 2026-02-12T21:00Z [---] followers, [--] engagements
"Everyone watches Washington for crypto permission slips. Meanwhile BlackRock is just building. Here's what's actually happening: โ
White House stablecoin framework stalls in committees while lobbyists argue about jurisdiction โ
BlackRock deploys capital directly into Uniswap treating onchain infrastructure as infrastructure not a political question โ
One side negotiates regulatory theater. The other side competes for market share. The institutions that move fastest won't be the ones waiting for policy. They'll be the ones already there. https://twitter.com/i/web/status/2022113497740435501"
X Link 2026-02-13T01:00Z [---] followers, [---] engagements
"@jimcraddock If fiat is going to [--] then the 11% yield (paid in fiat) is not an iPhone moment but a Blackberry moment ๐คฃ"
X Link 2026-02-13T15:40Z [---] followers, [--] engagements
"Bitcoin jumped on softer CPI data while traders stayed skeptical. The irony: everyone's waiting for rate cuts that probably won't happen. Market's pricing in hope not reality. The Fed signaled higher rates for longer just weeks ago. One soft inflation print doesn't erase that. https://twitter.com/i/web/status/2022398225458541033 https://twitter.com/i/web/status/2022398225458541033"
X Link 2026-02-13T19:51Z [---] followers, [--] engagements
"Everyone thinks Wall Street and crypto are natural enemies. But they are not. Here's what's actually happening: โ
Both sides are negotiating the same bill in the same room not fighting ideologically โ
Banks want zero stablecoin yield. Crypto offered to ban yield on static holdings but keep transaction rewards. That's a real compromise. โ
The holdup isn't about philosophy it's about whether DeFi liquidity incentives threaten bank deposits. A technical question not a war. Follow for takes that cut through the noise. https://twitter.com/i/web/status/2022475889121149181"
X Link 2026-02-14T01:00Z [---] followers, [--] engagements
"@neural_gin Exactly. The split isnt banks vs crypto anymore. Its banks that see the rails vs banks trying to protect deposit margins. The ones lobbying to ban stablecoin yield are telling you they cant compete with it. Thats not strength. Thats a tell"
X Link 2026-02-14T03:21Z [---] followers, [--] engagements
"Kalshi just laid out what regulated prediction markets actually need to work. This matters more than you think. ๐ฐ TLDR: Real prediction markets require specific safeguards to prevent manipulation and maintain credibility with regulators. What happened: โ
Kalshi outlined core principles for integrity in regulated forecasting markets โ
Focus on preventing market manipulation and insider trading โ
Emphasis on transparent settlement and dispute resolution ๐ Why it matters: โ
Prediction markets are expanding but regulators remain skeptical about their design โ
Markets without these safeguards"
X Link 2026-02-14T14:00Z [---] followers, [--] engagements
"@Michaeli723 Involuntary QE is the perfect term for it. The Fed spent three years shrinking its balance sheet just to end up as the only entity that can absorb what it created"
X Link 2026-02-15T20:40Z [---] followers, [--] engagements
"Everyone is panicking about Bitcoins drop. The data says this is where bottoms are built. ๐ฐ TLDR: Multiple independent models are converging on the same floor zone between $47K and $60K. This is not prediction. This is probability. The evidence: โ
Bitcoin sits below the [---] day MA [---] day MA and short term holder realized price simultaneously โ
The drop below $90K was predictable: a massive volume void made rapid price movement inevitable โ
Z Score just hit [---] the most extreme downside deviation in Bitcoins entire history ๐ Where the floor likely forms: โ
Volume profile shows major"
X Link 2026-02-10T16:25Z [---] followers, [---] engagements
"Everyone thinks strong jobs data is bad for Bitcoin. They're wrong. Here's what's actually happening: โ
Strong labor market removes recession fears which reduces panic selling โ
Fed pause is already priced in at 95% odds so the news changed nothing โ
Bitcoin spiked to $69K then fell anyway proving macro headlines aren't the driver The real move comes from what traders do next not what economists predicted yesterday. Follow for takes that cut through the noise"
X Link 2026-02-11T19:34Z [---] followers, [--] engagements
"Myth: Cryptocurrency is a criminal's preferred tool. Reality: The surge in crypto flows to crime networks reflects increased blockchain adoption overall not unique vulnerability to illicit use. The details: โ
As total crypto volume grows absolute criminal activity grows too but the percentage remains consistent at under 1% of all transactions โ
Traditional banking still moves trillions in illicit funds annually with far less visibility โ
Every major crime network move on chain gets tracked and arrested within months because blockchains are permanent records"
X Link 2026-02-15T01:00Z [---] followers, [--] engagements
"Myth: The Bitcoin Rainbow Chart predicts price direction. Reality: It's a visualization of historical volatility bands not a crystal ball. The details: โ
Rainbow charts map price movements onto color zones based on past cycles โ
They're descriptive not predictivethey show where price has been not where it's going โ
Every cycle has unique macro conditions regulatory environment and capital flows that the chart can't account for The real story: When Bitcoin dips below previous peaks retail panic spikes and people search for validation in any tool that confirms their fear. Rainbow charts are"
X Link 2026-02-05T17:00Z [---] followers, [--] engagements
"Myth: 2x Bitcoin ETFs give you 2x Bitcoin returns. Reality: $BITU is down 71% while Bitcoin is down 5%. Same timeframe. The details: โ
Leveraged ETFs reset daily. A 10% drop then 11% recovery breaks even for BTC but loses 2.2% on 2x โ
Bitcoin needs 91% to recover its all time high. BITU needs 477%. โ
BITU hit $65.77 last year. Today it trades at $11.39. Bitcoin is still above $66000. โ
These products are designed for day trades not positions. The prospectus says it. The math proves it. Spot ETFs like $IBIT and $FBTC track Bitcoin within 0.5%. The boring option was the right one all along."
X Link 2026-02-13T13:07Z [---] followers, [---] engagements
"@Axel_bitblaze69 This point has some history behind it. Coinbase IPO near the top. Bitcoin futures launch in [----] near the top. But spot ETF approval in January [----] wasn't the top. It was the start of a new leg up. The pattern isn't as reliable as it looks"
X Link 2026-02-13T20:53Z [---] followers, [---] engagements
"@KobeissiLetter The last tech company to issue a [---] year bond was Motorola in [----]. Motorola was split up and sold for parts by [----]. A [---] year bond isnt confidence in your future. Its confidence that someone will always buy your debt regardless of your future"
X Link 2026-02-14T14:16Z [---] followers, [---] engagements
"Everyone thinks retail buying Bitcoin means a sustained bull run is here. Here's what's actually happening: โ
Retail added $613M in February while whales dumped $4.5B a [--] to [--] imbalance โ
Short term holder SOPR hit November [----] lows meaning recent buyers are underwater and selling at losses โ
$92M in short liquidations doesn't sustain rallies it just clears weak hands before the next move Retail conviction looks fragile. The real test is whether whale distribution actually stops"
X Link 2026-02-15T14:00Z [---] followers, [--] engagements
"@KobeissiLetter China exporting deflation for [--] straight months is doing more for US inflation numbers than anything the Fed has done. Every cheap Chinese good that crosses the Pacific suppresses CPI. The Fed is taking credit for a disinflationary force it didnt create and cant control"
X Link 2026-02-14T23:37Z [---] followers, [----] engagements
"@KobeissiLetter At what point does the Fed have to step back in Primary dealers are required to participate in auctions but theyre not required to hold indefinitely. If balance sheet constraints force them to start offloading at a loss whos the next buyer"
X Link 2026-02-15T18:44Z [---] followers, [---] engagements
"Here is why the $HYPE thesis matters for $PURR holders. Hyperliquid's DEX generates over $800M in annual trading fees. 97% of those fees go to buying and burning HYPE tokens. More volume more fees more HYPE burned fewer tokens in circulation upward price pressure. $PURR holds [----] million of those tokens and keeps buying more. https://twitter.com/i/web/status/2023403379217600741 https://twitter.com/i/web/status/2023403379217600741"
X Link 2026-02-16T14:25Z [---] followers, [--] engagements
"Bitcoin's quantum problem isn't tomorrow. It's a timeline problem. TLDR: Quantum computers could theoretically break Bitcoin's cryptography faster than anyone planned forcing the industry to move from theory to actual defense strategies. What happened: โ
Quantum computing capabilities are advancing faster than expected โ
Bitcoin's current cryptography could become vulnerable within a planning horizon instead of decades away โ
The industry is shifting from dismissing the threat to serious preparation mode Why it matters: โ
If quantum computers arrive before Bitcoin upgrades its security"
X Link 2026-01-31T14:00Z [---] followers, [--] engagements
"@Investments_CEO Kazakhstan tightened crypto rules this month. Now theyre converting gold reserves to Bitcoin. Regulation isnt the enemy. Its the on ramp. Everyone thinks regulation is crypto's enemy. They're wrong. Italy India and Kazakhstan all tightening rules in the same month: Kazakhstan closing compliance gaps Italy cracking down on advertising India strengthening trading oversight This isn't https://t.co/7GoBrXDdcb Everyone thinks regulation is crypto's enemy. They're wrong. Italy India and Kazakhstan all tightening rules in the same month: Kazakhstan closing compliance gaps Italy"
X Link 2026-01-31T15:41Z [---] followers, [---] engagements
"When Bitcoin sneezes ETFs catch a cold TLDR: Over $1 billion flowed out of crypto ETFs in a single day with Bitcoin leading the exodus at $818 million. What happened: Bitcoin ETFs saw $818 million in redemptions the largest single withdrawal Ether XRP and Solana followed immediately into negative territory The entire crypto ETF market turned red as investors hit the exit simultaneously Why it matters: ETF flows are a real-time temperature check of institutional and retail confidence When every major asset class moves together like this it signals broad risk-off sentiment not isolated weakness"
X Link 2026-01-31T20:00Z [---] followers, [---] engagements
"What loose financial conditions actually do: Cheaper credit. Weaker dollar. Tighter spreads. All of this makes borrowing easier and assets more attractive. It doesnt fix inflation or wages. It inflates balance sheets. Thats why stocks and gold are ripping while consumer sentiment is collapsing. https://twitter.com/i/web/status/2017778689102991772 https://twitter.com/i/web/status/2017778689102991772"
X Link 2026-02-01T01:55Z [---] followers, [----] engagements
"JPMorgan just made a bold call on three assets you probably own or should understand TLDR: Major bank says bitcoin is oversold silver is overheated and gold has way more downside coming. What happened: JPMorgan's analysts say bitcoin futures got beaten down too hard and don't reflect the asset's true value Silver meanwhile shot up so fast it entered overbought territory signaling a pullback is likely Gold's long term fair value sits around $8500 according to their models about $1500 lower than recent levels Silver and gold both pulled back from recent highs after the report dropped Why it"
X Link 2026-02-01T14:00Z [---] followers, [--] engagements
"@KobeissiLetter AGQ holders watched 158% gains disappear in one day while silver itself is still up for the year. That's the leveraged ETF trap. The underlying asset survives. Your position doesn't. The product worked exactly as designed. Most people just don't understand the design"
X Link 2026-02-01T17:07Z [---] followers, [---] engagements
"@KobeissiLetter $280 billion in weekly volume. Silver erased an entire month of gains in [--] hours. Record volume at the end of a parabolic move isn't bullish. It's capitulation"
X Link 2026-02-01T18:26Z [---] followers, [---] engagements
"@KobeissiLetter The Fed celebrates 2.9% inflation while 40% of the country experiences 3.1%+. Monetary policy is set based on averages that dont exist in anyones actual life. The people with the least pricing power pay the highest inflation tax"
X Link 2026-02-01T20:12Z [---] followers, [---] engagements
"@pete_rizzo_ Saylor is paying 11% to borrow money for Bitcoin. That tells you exactly what he thinks BTC will return. Nobody pays double digit yields to buy an asset they expect to go sideways"
X Link 2026-02-01T20:24Z [---] followers, [----] engagements
"Gold and crypto down on the same day tells you everything. When assets that are supposed to hedge each other both sell off simultaneously it's not about fundamentals. It's about margin calls. The only correlation that matters during forced liquidation is: can I sell this right now https://twitter.com/i/web/status/2018060309681061964 https://twitter.com/i/web/status/2018060309681061964"
X Link 2026-02-01T20:34Z [---] followers, [---] engagements
"IBIT investors underwater is when the real data starts. Anyone can hold through gains. The interesting question is what happens next. Do ETF holders panic sell like retail or does the wrapper change behavior If redemptions stay muted that's the most bullish signal Bitcoin has ever had. We'll see. https://twitter.com/i/web/status/2018075523813937269 https://twitter.com/i/web/status/2018075523813937269"
X Link 2026-02-01T21:34Z [---] followers, [----] engagements
"Oracle is either building the infrastructure backbone of the AI era or making the most expensive bet in enterprise tech history. There's no middle outcome here. $248B in lease commitments with negative free cash flow means this either works spectacularly or fails catastrophically. Binary outcome. https://twitter.com/i/web/status/2018125427202568588 https://twitter.com/i/web/status/2018125427202568588"
X Link 2026-02-02T00:52Z [---] followers, [----] engagements
"@KobeissiLetter The current bear market has BTC at $77K. The [----] bull market top was $69K. This is the first crash in Bitcoin history where the bottom is higher than the previous cycles peak. Thats a regime change in what drawdowns look like"
X Link 2026-02-02T01:26Z [---] followers, [----] engagements
"Everyone thinks Binance caused the October [--] crash. They're looking at the wrong problem. Here's what's actually happening: โ
$19 billion in liquidations happened because leverage was extreme and liquidity vanished when it mattered most โ
Binance paid $283 million in compensation but that's a symptom not the disease โ
The real issue is crypto markets are structurally fragile when macro news hits a Friday night market makers disappear and spreads explode Scapegoating one exchange feels good. Fixing how leverage and liquidity work in crypto would actually help. Follow for takes that cut"
X Link 2026-02-02T02:00Z [---] followers, [--] engagements
"@CathieDWood The 80s dollar rally ended with five countries coordinating to crash it. The Plaza Accord happened because a strong dollar was crushing American exports. History suggests the soar comes with a hangover"
X Link 2026-02-02T02:57Z [---] followers, [---] engagements
"@BullTheoryio Standard Chartered estimates banks could lose $500B in deposits to stablecoins. Coinbase makes $355M per quarter on stablecoin rewards. That's the real agenda in the room today. Everything else is theater ๐"
X Link 2026-02-02T13:11Z [---] followers, [---] engagements
"Everyone thinks Michael Saylor is a bitcoin maximalist throwing company money at hype. They're wrong. Here's what's actually happening: โ
Strategy has bought over $15B in bitcoin since [----] turning it into a publicly traded proxy for bitcoin exposure โ
He buys during volatility dips not euphoria peaks treating it like treasury management not speculation โ
This forces institutions to choose: miss bitcoin allocation or buy Strategy stock creating demand either way Follow for takes that cut through the noise"
X Link 2026-02-02T13:33Z [---] followers, [----] engagements
"Stablecoins are moving beyond payments into the actual infrastructure layer of finance. ๐ฐ TLDR: The next evolution isn't faster transactions. It's programmable settlement that lets financial systems reason about money in real time. What happened: โ
Stablecoins are shifting from payment rails (moving money A to B) to reasoning engines (systems making decisions based on money state) โ
This means smart contracts can now see balances verify reserves and execute conditional logic instantly โ
Traditional finance needs this because current infrastructure can't talk to itself in real time ๐ Why it"
X Link 2026-02-02T16:30Z [---] followers, [----] engagements
"@EleanorTerrett @SECGov The stablecoin yield fight is a proxy war for something bigger: who controls the infrastructure layer of finance. Banks see deposits leaving. Crypto sees programmable money arriving. Both are right. Context on where this is heading: Stablecoins are moving beyond payments into the actual infrastructure layer of finance. ๐ฐ TLDR: The next evolution isn't faster transactions. It's programmable settlement that lets financial systems reason about money in real time. What happened: โ
Stablecoins are Stablecoins are moving beyond payments into the actual infrastructure layer"
X Link 2026-02-02T16:56Z [---] followers, [----] engagements
"@CoinMarketCap Everyone sees a maximalist buying the dip. The real play is forcing institutions to either buy bitcoin or buy the company that already did. Broke down the actual strategy here: Everyone thinks Michael Saylor is a bitcoin maximalist throwing company money at hype. They're wrong. Here's what's actually happening: โ
Strategy has bought over $15B in bitcoin since [----] turning it into a publicly traded proxy for bitcoin exposure โ
He buys during https://t.co/Uvn5AtyMkj Everyone thinks Michael Saylor is a bitcoin maximalist throwing company money at hype. They're wrong. Here's what's"
X Link 2026-02-02T21:05Z [---] followers, [---] engagements
"Strategy just announced all [----] preferred dividends were tax free. ๐ฐ TLDR: Saylor structured his preferred stock so the 9.6% dividend is treated as return of capital not taxable income. What happened: โ
100% of [----] distributions classified as nontaxable return of capital โ
$413 million paid out across STRK STRF and other preferred instruments โ
Strategy expects this treatment to continue for 10+ years ๐ Why it matters: โ
Shareholders pay no income tax on these dividends now โ
Tax is deferred until you sell then taxed as capital gains โ
A 9.6% yield with full tax deferral is rare in"
X Link 2026-02-03T00:25Z [---] followers, [---] engagements
"@bitcoin_only Fair. The title oversimplified it. More precise: no tax now deferred until sale then taxed as capital gains instead of ordinary income. And if you hold until death stepped-up basis could make it effectively tax-free. Still rare for a 9.6% yield"
X Link 2026-02-03T01:28Z [---] followers, [--] engagements
"@bitcoin_only Also Fair. After [--] years youd pay cap gains on distributions. Still: [--] years of full deferral then capital gains rates (not ordinary income) and heirs get stepped up basis on the shares. Worse structures exist"
X Link 2026-02-03T02:05Z [---] followers, [--] engagements
"@bitcoin_only Yeah. If youre long BTC and have the risk tolerance spot is the better trade over that horizon. STRC is more for investors who need yield or cant hold pure crypto on their books. Different tools for different portfolios"
X Link 2026-02-03T02:39Z [---] followers, [--] engagements
"@KobeissiLetter The equity number is high. But cash at 16% while money markets pay 5% is the wilder stat. People are looking at a guaranteed 5% yield and saying "no thanks." That's the sentiment signal"
X Link 2026-02-03T15:13Z [---] followers, [---] engagements
"Elon Musk is merging xAI with SpaceX and suddenly crypto matters to him again. The same guy who called Bitcoin a scam then mined Doge then banned it from Tesla now wants his AI company sitting on digital assets. Consistency was never the point. Strategy was"
X Link 2026-02-03T16:00Z [---] followers, [--] engagements
"Hong Kong just greenlighted stablecoin issuer licenses. This is the first regulatory framework of its kind in Asia. ๐ฐ TLDR: Hong Kong turned stablecoins from gray area into regulated financial products opening the door for traditional finance to issue them. What happened: โ
Hong Kong Monetary Authority created new license category for stablecoin issuers โ
FX brokers and payment companies can now apply for official approval โ
First batch of licenses expected in coming months ๐ Why it matters: โ
Asian financial hubs follow Singapore's lead legitimizing stablecoins as infrastructure โ
"
X Link 2026-02-03T19:30Z [---] followers, [--] engagements
"Coinbase is suing Australian banks for blocking crypto deposits while those same banks process billions in wire transfers for actual criminal enterprises. The irony is they know exactly which transactions are sketchy because blockchains are transparent. Banks prefer cash because it leaves no trail. https://twitter.com/i/web/status/2018810478089425267 https://twitter.com/i/web/status/2018810478089425267"
X Link 2026-02-03T22:15Z [---] followers, [--] engagements
"@Ripple @HyperliquidX Wall Street wanted DeFi yields without DeFi risk. Ripple just built the wrapper. Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ
Ripple Prime integrated Hyperliquid the largest https://t.co/MLNyMHRm4q Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ
"
X Link 2026-02-04T16:55Z [---] followers, [----] engagements
"Bitnomial just listed the first US regulated futures for Tezos. Quietly significant. ๐ฐ TLDR: A Chicago exchange opened regulated derivatives trading for a blockchain that's been quietly shipping code since [----]. What happened: โ
Bitnomial added Tezos futures to its CFTC regulated platform โ
This is the first US regulated derivative product for XTZ โ
Bitnomial has a pattern of being first to regulated products across crypto assets ๐ Why it matters: โ
Futures require institutional grade infrastructure and compliance not every project gets there โ
Tezos raised $232M in [----] but never chased"
X Link 2026-02-04T21:00Z [---] followers, [--] engagements
"@KobeissiLetter Credit saw it first. Equities are catching up. โ
Software loans at [----] distress levels. โ
Software ETF down 20% YTD. โ
Private credit firms dumping on exposure fears. When credit and equity agree pay attention"
X Link 2026-02-04T23:50Z [---] followers, [---] engagements
"@FireblocksHQ integrated with @Stacks. This is the first real bridge between institutional custody and Bitcoin DeFi. ๐ฐ TLDR: 2400+ institutional clients can now deploy Bitcoin directly into DeFi apps built on Stacks Layer [--]. What happened: โ
Fireblocks integrated Stacks protocol into its custody platform โ
Institutions get direct access to Bitcoin DeFi without wrapping or bridging โ
Stacks enables smart contracts and DeFi apps that settle on Bitcoin ๐ Why it matters: โ
Removes the custody and infrastructure friction that kept institutions out of Bitcoin DeFi โ
Billions in institutional"
X Link 2026-02-06T01:00Z [---] followers, [--] engagements
"@KobeissiLetter $17.4B unrealized loss. Zero liquidation risk. Thats the difference between corporate treasury and leveraged trading. MSTRs debt has no margin calls. The accounting looks ugly. The structure doesnt. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ
MSTR holds Bitcoin but funds it through corporate debt not margin calls โ
Their balance sheet can absorb prolonged downturns without forced selling โ
They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's"
X Link 2026-02-06T14:43Z [---] followers, [---] engagements
"@Cointelegraph You cant liquidate a company that doesnt have margin calls. Strategy holds BTC through corporate debt not leveraged positions. Theres no price that forces them to sell. The darkest hour scenario assumes a mechanism that doesnt exist. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ
MSTR holds Bitcoin but funds it through corporate debt not margin calls โ
Their balance sheet can absorb prolonged downturns without forced selling โ
They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet."
X Link 2026-02-06T14:45Z [---] followers, [---] engagements
"@DeItaone Funny how that works. $17B paper loss headlines yesterday. 17% rally today. Almost like the structure matters more than the accounting. Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ
MSTR holds Bitcoin but funds it through corporate debt not margin calls โ
Their balance sheet can absorb prolonged downturns without forced selling โ
They benefit on https://t.co/LdrZNxd6UN Everyone thinks $MSTR is just a leveraged Bitcoin bet. They're wrong. Here's what's actually happening: โ
MSTR holds Bitcoin but funds it through corporate"
X Link 2026-02-06T15:57Z [---] followers, [---] engagements
"@Cointelegraph A perp DEX generating more fees than Ethereum mainnet. This is why Ripple just integrated Hyperliquid into their institutional prime brokerage. $5.5M in daily fees isnt hype. Its revenue. Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid letting institutions trade on chain derivatives without ever touching a DEX directly. What happened: โ
Ripple Prime integrated Hyperliquid the largest https://t.co/MLNyMHRm4q Ripple just gave Wall Street a backdoor into DeFi. $XRP $HYPE ๐ฐ TLDR: Ripple Prime now supports Hyperliquid"
X Link 2026-02-06T18:55Z [---] followers, [---] engagements
"@FreedomXTech TradFi spent a decade keeping crypto out. Crypto spent that decade accumulating enough capital to buy TradFi. The convergence is looking more like an acquisition"
X Link 2026-02-07T17:36Z [---] followers, [--] engagements
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