SoVID

[Michael Saylor @saylor]

https://t.co/wmUErVBFOo

[Unstoppable | Privacy Wallet @unstoppablebyhs]

YOUR HARDWARE WALLET SUCKS. PERIOD.

@zachxbt just said what we've known for years: hardware wallets are garbage.

We won't go as far but we surely feel they are not for everyone. They are for advanced users and by no means for wallets that are meant to be accessed frequently.

There is one thing hardware wallets are good at: that is keeping crypto secure if someone physically trying to rip private keys (those that give you access to crypto) out of the chip.

The reality is that attack almost never happens!😀

When it comes to the attacks that actually drain wallets, hardware wallets make them worse:

>> 1. NOT DISCREETE

The moment someone sees that little device, you're a confirmed high-value target.

>> 2. LEAKED EMAILS AND ADDRESSES

Buying one doxxed thousands of people. Leaked customer databases with the real names and home addresses.

You just joined a phishing hit list. Emails targeting hardware wallet owners are now so convincing that even veterans get fooled. Privacy can't fail harder than that.

>> 3. PAPER BACKUPS

You still write your keys on paper. The seed phrase backup negates the entire point of the device.

BTW, mobile wallets already moved on: Unstoppable now has passkey wallets allowing to create and restore with zero seed phrase, secured by your device. That will likely become the golden standard in the future.

https://t.co/xGPgdCNeOF

>> 4. YOUR PHONE ALREADY HAS A VAULT

Your phone is designed for security. There's a state of the art secure storage chips in your pocket already.

Apple and Google built isolated secure elements to guard the most sensitive data in your life. If integrated right by the devs, it's the most battle-tested security hardware on earth.

>> 5. MOBILE APP = DISCREETE

Nobody knows you're carrying a vault. A phone is the most discreet way to hold crypto.

>> 6. MOBILE APPS CAN BUILT CREATIVE SECURITY FEATURES

The mobile OS allows many possibilities for secure use. Hardware wallets are meant to stay primitive by design and therefore can't ship security features that are are needed.

- Your wallet can wear a disguise. Some wallet apps look like calculators.

- Unstoppable's Duress Mode gives you unlimited unlock PINs - under coercion, you show a decoy and keep the rest invisible.

- Unstoppable's phishing protection catches look-alike addresses before you send - blocking the #1 way people actually lose crypto today.

Hardware wallets solved 2015's problem. Your phone solves 2026's.

MOBILE WALLETS ARE THE FUTURE!

[River @River]

The average fiat currency dies in 27 years.

[Benjamin Cowen @benjamincowen]

Bitcoin Market Cycles

[jesse.base.eth @jessepollak]

lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months.

first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to bring base to the world: (1) builders would unlock the next wave of crypto adoption; (2) adoption would be driven by new onchain-native social experiences - creators, content, messaging. imo we made the right bet on builders, but obviously the wrong bet on social. builders did drive the next wave of crypto adoption - prediction markets, perpetuals, stablecoins - but social was not at the center of it. in fact, the entire social side of the market that many of us had been building towards - farcaster, zora, miniapps, and yes, creator coins - disintegrated completely. I was wrong - whether it was timing wrong (is $ansem a creator coin?) or fully wrong, only time will tell, but regardless, i was definitively wrong.

the collateral damage was pretty bad! and this year has been an exercise in eating shit. we realized how our focus on social had meant that base had fallen behind in key areas that were now increasingly critical - we had perps (shoutout avantis!) and prediction markets (shoutout limitless!), but both were well behind scaled competitors. and we had a lot of room to improve in unlocking base as a platform for tokenization and payments that really worked for enterprises. people lost confidence, and CT spectators reminded me weekly of all of my mistakes as often as they could. it felt bad man, still feels bad.

but if there’s one thing i’ve learned from the last decade of building in this space, it’s that when things feel the worst, the best thing to do is just put your head down and build. so that’s what i’m doing. I refocused my time and attention back to the chain away from the app, started writing code again, shipped a bunch of stuff (azul, beryl, b20, privacy, ledgers) and questioned a bunch of my assumptions: does crypto need social to grow? does base need an app? can base be bigger than coinbase?

I thought for a long time that social was the only thing that could drive the sort of viral growth to get crypto to a billion people. unsurprisingly, I now believe that’s wrong. It’s clear that better money is more than enough - we are seeing this live with stablecoins, predictions, perpetuals, tokenization and i only expect it to accelerate. I am now focused on bringing a billion people onchain just by making global finance actually work.

on the app, my focus is on building base into the blockchain for global finance. to that end, i’ve handed the base app back to the coinbase mothership, where my now good friend @cobie will be taking it from here to make it the best damn app for onchain you’ve ever seen, including expanding beyond the base ecosystem in ways that tbh i won’t love as the leader of base.

it’s incredibly hard to grow a decentralized network inside of a big public corporation. and i feel like much of the discourse on CT over the last week is downstream of this. the following things can be true: (1) base (and i) love memes and (2) brian probably won’t ever bullpost memes on the tl (this activity is illegal once you’re over 40 years of age). it’s weird and we’re working through it as we continue to decentralize base, which has been our commitment from the beginning.

we’re going to build base into the blockchain for global finance and do everything we can to be the place that the world’s money settles over the next century. we will surely have formidable competitors (welcome robinhood and stripe!) and people may abandon our cause, but we welcome the competition and believe it’s our duty to win the respect and commitment of those who rally to our banner. 

in 2026, this concretely means three things: winning trading, payments, and agents.

[continued in the reply]

[Strategy @MicroStrategy]

Strategy is proud to announce a strategic partnership with https://t.co/IBrxs4ED9u, marking an important milestone in their AI journey.

Strategy makes AI reliable on enterprise data, and is committed to helping organizations transform data into actionable insights and make faster, more informed decisions.

Through this collaboration, we are enabling https://t.co/IBrxs4ED9u to further leverage data as a strategic asset across their organization, powered by Strategy Mosaic, our Universal Semantic Layer that gives AI the business context it needs to produce consistent, governed results.

This partnership aligns with https://t.co/IBrxs4ED9u's long-term vision of embedding AI and data-driven decision-making into every aspect of their business. By enhancing their analytical capabilities with Strategy, we are helping to build a stronger foundation for innovation, operational excellence, and customer value.

As https://t.co/IBrxs4ED9u continues its AI-first journey, Strategy is proud to play a role in supporting their growth and shaping the future of their organization.
#AI #SemanticLayer #InsuranceTech #StrategyMosaic

[Michael Saylor @saylor]

Bitcoin is an emergent network of wallets weighted by satoshis, nodes weighted by commerce, and miners weighted by hashrate, with capital, consensus, and security held in dynamic equilibrium. $BTC

[Simon Gerovich @gerovich]

Today Metaplanet, Metaplanet Securities, JPYC, and Progmat announced a joint study in digital credit, combining Bitcoin, stablecoin settlement, and security token infrastructure.

Japan’s corporate bond market is built for large public issuers. Mid-sized and growth companies are effectively priced out. We are studying whether Bitcoin-backed digital credit can enable 24/7/365 trading and settlement with daily prorated interest, bridging Japan’s conventional securities market and the digital asset market.

This is Project NOVA at work: using Bitcoin’s strength as an asset to open Japan’s credit markets to companies the current system prices out.

[Michael Saylor @saylor]

After a decade of blockspace fears and non-monetary-use panics, Bitcoin still has no spam problem. Fees are 1 sat/vB: anyone can move any amount globally with immediate processing for ~$0.30. The free market has always solved Bitcoin’s blockspace challenges. $BTC

[Michael Saylor @saylor]

I joined @kornelijalaura at the @xapobankapp Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money.

Fix the money, fix the world. $BTC

00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world”
01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation
02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over
04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin
06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets
12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit
15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains
18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet
19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets
22:32 — Stress testing $STRC through deeper Bitcoin drawdowns
25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility
27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds
30:34 — The builder roadmap: “If you want to make money, make the money”
32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money
36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens
41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit
43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation
44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital
46:01 — Why current market conditions may be a strong entry point for Digital Money builders

[Daniel Batten @DSBatten]

Full interview: https://t.co/VHlxtboPx3

[Cake Wallet @cakewallet]

We’ve been building self-custodial payments with cutting-edge financial privacy for the last eight years, and now it’s time to bring that expertise to a new arena.

Meet Radar, where we’ve combined the best of Signal with the best of Bitcoin Lightning!

[SoVID @21sovnode]

@alex_fazel @EraldOnChain @swissborg excellent post.

[Alex SwissBorg 💚 @alex_fazel]

🤯The CEO of OKX Europe is trolling our CTO... 😅

@EraldOnChain, if you want to bring up NUMBERS...
Let me come back to you with numbers that will hurt your arrogance... 💣💥

So, why hasn’t @swissborg integrated OKX into our aggregator yet, despite the good relationship with your local team?

Simply because your 🇪🇺 spot liquidity is TOO LOW.
For everyone reading, OKX Europe Limited is NOT OKX Global. All the OKx data on CMC, Coingecko are not representative for the European user...

Your lack of SPOT liquidity leads to:

1⃣High slippage, and therefore
2⃣Poor pricing (a hidden fee) every time you swap on this exchange... 😱

At @swissborg, we only integrate order books with the best liquidity & prices like @Bullish, which has a daily spot volume of OVER $1B, which is 50-60X MORE than your spot volume. MASSIVE difference in pricing.

For YOU reading...
While @swissborg connects to 46 exchanges (CEX / DEX), you can get access to the largest spot liquidity pool in Europe for the majority of assets. This means LESS slippage (the hidden fee that users pay), which is almost ALWAYS bigger than the actual trading fees. Below is an illustrative video example to understand how liquidity generally works...

PS: Team OKx, if your 🇪🇺 liquidity eventually improves at your exchange, we will always choose whatever exchange is BEST for our users and community💚

[Michael Saylor @saylor]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

In 9 years in crypto, I’ve never seen sentiment this lost

But in reality, it’s the most obvious bull setup I’ve ever seen

Saylor is just manipulating the price, every time he sells, it’s a buy signal - not a sell signal.

Here’s what happens next 🧵👇

[slash1s @slash1sol]

IN A 1997 KEYNOTE A DEVELOPER TOLD A ROOM FULL OF PROGRAMMERS THAT THE COMPUTER REVOLUTION HAD NOT ACTUALLY HAPPENED YET. THEN HE PLAYED A CLIP OF WINDOWS, ICONS AND LIVE EDITING RUNNING ON A MACHINE FROM 1973 AND THE ROOM WENT QUIET.

62 minutes from Alan Kay -- the man who invented the word "object-oriented" and helped build the first modern personal computer at Xerox PARC.

-> The idea that lands: almost everything you call "computing" is just paper, digitized. Documents, mail, folders. We took the most powerful medium ever made and used it to imitate the office.

The real machine -- the one that thinks with you, that you shape live instead of typing at -- was sketched in the 60s and 70s, then quietly abandoned.

He calls modern software an Egyptian pyramid: millions of bricks stacked by brute force, no structure underneath.

And now AI is quietly hauling us back toward what he wanted -- you describe intent, the machine builds the how. Not a revolution from nowhere. A return to a dream we walked away from.

You thought this was the future. This is the talk that shows you it is a detour we have been on for 40 years.

Save this. It reframes the whole industry ↓

[SoVID @21sovnode]

@100trillionUSD These are some of the most boring charts....feel free to close access again...psss..

[SoVID @21sovnode]

@mfishbein all true ...still had to laugh so hard😅