0xMK09

most of what you read on CT are lies

[Cyprx Research Lab Official @CyprxResearch]

The tokenization discussion is evolving.

The real challenge is no longer only:
“How do we tokenize assets?”

It’s:
“How do tokenized assets actually settle?”

Every tokenized bond, fund, or Treasury product still needs a cash leg.

That means deciding between:
- stablecoins
- tokenized deposits
- central bank money
- or traditional fiat rails connected externally

And that decision shapes:
- regulation
- liquidity
- interoperability
- settlement finality
- counterparty risk

This is where firms like JPMorgan Kinexys become important.

Because tokenization is moving beyond issuance…
…and into the mechanics of market infrastructure itself.

The opportunity is not just digital assets.

It’s programmable settlement:
✓ atomic DvP
✓ near real-time finality
✓ synchronized cash + asset transfer
✓ reduced reconciliation layers

The future likely won’t run on:
one chain, one token, or one settlement model.

It will be an interoperable financial environment where assets, cash, and existing banking rails operate together.

[SolanaFloor @SolanaFloor]

JUST IN: @zachxbt is offering up to $10K for intel on Hong Kong market maker Heisenberg Guru, also known as HSBG, over alleged links to multiple CEX market manipulation incidents, including $RIVER.

[ZachXBT @zachxbt]

1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% supply control behind $LAB's recent pump to $6B FDV.

Here's why @LABtrade_ represents everything wrong with the current meta of retail extraction on major centralized exchanges.

[0xMK09 @0xMK09]

@santiagoroel Totally agree but honestly the adoption phase came sooner than my expectations.

[Santiago R Santos @santiagoroel]

Not many predictions, just a reiteration of a few core ideas:

> Stop trying to look into a crystal ball. Be present and understand what’s happening now. If you understand the present, you can see the future

> Markets are not cheap and there’s a lot of hype. Everyone’s high on techno optimism and confusing skepticism with pessimism. When things are priced to perfection it leads to disappointment (and capital destruction)

> You can’t escape mean reversion

> Crypto is in its adoption phase. 2025 was about legitimacy; 2026 is about exponential adoption - but not exponential prices

> Prices will lag adoption. The Nasdaq fell ~80% from its peak and took 15 years to recover, while internet users grew ~7x over the same period

> Crypto prices eventually recover once we have ~10x more active users (at least 500 million)

> We’re facing an affordability and loneliness crisis. Understand that, and clear themes and investable areas emerge

> Capital preservation is key. Wait for the fat pitch. It usually comes with forced sellers. That’s not today. People feel the pinch, but markets have delivered a phenomenal decade

> You don’t have to bet. You shouldn’t play every hand you’re dealt.

> Go deep on supply and demand dynamics. It’s surprising how few people can explain businesses through this lens. In crypto, we have an oversupply of blockspace and insufficient demand. Prices won’t break new all time highs until that happens

> Competition is for losers. Avoid highly competitive industries. Focus on niche areas, find PMF, and dominate. First-mover advantages are overrated. Read Zero to One

> “Commodity” products can still earn a premium. Anyone who disagrees hasn’t walked through a supermarket: it’s Tide, not detergent; Kleenex, not tissue

May 2026 be a great year for you all!

[*Walter Bloomberg @DeItaone]

TRUMP ANNOUNCES $2,000 TARIFF DIVIDEND FOR AMERICANS

President Donald Trump announced a $2,000 payment to most Americans, funded by U.S. tariff revenues. In a Truth Social post, he said the U.S. is collecting “trillions of dollars” in tariffs and will use the money to reduce national debt and reward citizens—excluding high-income earners. Trump called tariff critics “fools” and claimed the U.S. is now the “richest, most respected country in the world,” citing record stock markets and 401(k) values.

[0xMK09 @0xMK09]

AI, storage, and computation.

[0xMK09 @0xMK09]

Bad coin = CT owns the coin

Gud coin = CT doesn't own the coin

[Bridget @bridge__harris]

The four most important charts in crypto:

- Stablecoin supply ($308B)
- Polymarket volume ($3B in Oct)
- Perp volume ($1.3T in Oct)
- Aave vs banks ($60B in AUM)

[0xMK09 @0xMK09]

this is real sentiment rn.

be careful.

[0xMK09 @0xMK09]

same here.

coins w/ buybacks = fees capture for us.

fundamentals matter.

[Taiki Maeda @TaikiMaeda2]

Expect a K-shaped recovery for crypto moving forward

[0xMK09 @0xMK09]

we are exposed to "winners" on a daily basis.

we are probably "losers".

thank you.

[Route 2 FI @Route2FI]

Go to school, study hard, get a solid job, climb up the ladder, take a mortgage to get an apartment, and become a debt slave for the rest of your life.

The problem is that inflation is increasing much faster than salaries, and before you know it, you're out-priced if you ever try to upgrade your apartment. Prices on basic necessities have doubled to tripled just over the last 5 years, and unless you have investments, it's getting harder and harder.

Due to heavy social media use, e.g., TikTok and Instagram reels, young people see all the outliers much more often now than before the internet. They compare themselves to athletes, celebrities, but also people who "made it" through e-commerce, stocks, crypto, etc. They are exposed to "winners" on a daily basis.

Why would they take a job as an accountant with a mid salary when they could take a risk? Many don't really see any other option than to either stay broke or gamble their way out of the permanent underclass.

[0xMK09 @0xMK09]

we don't need more tokens

[toly 🇺🇸 @toly]

@hosseeb You can never tell what a team will actually end up shipping, but they will always ship a token. - afaik by Olaf @ polychain

[Haseeb ＞|＜ @hosseeb]

What's the crypto one-liner that lives in your head rent-free?

For me it's "the price is the product."

[Santiago R Santos @santiagoroel]

Great fortunes are made in chaos
The world is chaotic
It’s messy
It’s never crystal clear

Don’t delude yourself into thinking it is
There will always be a reason to wait,
a reason to delay.

The perfect day never comes

Our generation is paralyzed
noncommittal,
always optimizing,
for the perfect day that never comes...

[Cred @CryptoCred]

Sentiment is understandably a bit shit

Everyone got nuked on the October wipeout and market hasn't recovered since as every bounce gets sold

Equities and metals have been up only and the prevailing coping mechanism has been a reliance on a 'rotation', but it hasn't happened

We're still correlated with equities, but eat double servings on the downside and not much on the upside

Responses to positive crypto headlines have been muted, and DATs fizzled out quickly and are dumping coins

Majors have been flirting with HTF range lows and the market has been carried by HYPE and ZEC while everything else has been kinda anaemic since the alt wipeout

Objectively not a super interesting asset class to participate in right now

Hopefully bottom signal etc.

Don't Know

[941 @level941]

@Bagofbread2 No. Everything is a scam besides BTC.

You can use alts. Or any financial instrument to acquire more BTC. Use real estate if needed. But do not forget.

Bitcoin is the end game. Do not lose it.

[0xMK09 @0xMK09]

agree

[941 @level941]

For China. Bitcoin neutralizes their strongest geopolitical weapon.

The CCP’s dominance relies on locking 1.4 billion citizens inside a financial cage

12 words in your head can move value across borders

Every citizen with BTC weakens the CCP’s monopoly on monetary permission

[Q @19quench]

Yesterday was a TEST PUMP

THEY want you to think it’s OVER

THIS is going to 125K PLUS in an instant

[941 @level941]

Just because I coined the term “Hash/Dollar” this doesn’t mean I love it.

Weaponizing the neutrality of Bitcoin is coming. Coal backed by gold. 1933. 1971. Petro-dollar. Oil. 2025+ hash power.

Money is energy.
Energy needs a ledger.

That ledger has to carry monetary traits.

Bitcoin.