Tony 🛡️ Risk-first | Crypto + Macro

Risk-First Crypto | Macro, Liquidity & Capital Protection
Probabilities over Narratives
Building Market Asymmetries

[Max Crypto @MaxCrypto]

Crypto prices since Trump took office:

$BTC: -44%
$ETH: -49%
$XRP: -68%
$SOL: -77%
$DOGE: -79%
$AVAX: -82%
$ADA: -85%
$SUI: -86%
$ENA: -92%
$APT: -93%
$TRUMP: -97.7%
$MELANIA: -99.5%

Thank you, Mr. President.

[JackTheRippler ©️ @RippleXrpie]

🚨BREAKING: THE CLARITY ACT WILL BE GOOD FOR BANKS! 🔥

🇺🇸 Congressman French Hill: "We need this bill. We need market structure. And I believe the banks will be extremely competitive in this industry."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says “stocks should go up, not down” after today’s jobs report.

“Growth does not mean inflation,” Trump says.

[Jason Appleton (Crypto Crow) @jasonappleton]

I'm personally tired of the bots and trolls crashing out on Charles. The market has been getting manipulated down for the past year. "They" want a reset before Clarity. It's the banks, institutions and politicians that have been orchestrating all of this. Retail had fun with the gimmicks, scams, imaginative use cases, internal manipulations etc, but that is coming to a close as the big boys come to play with Trillions of $$.

The only reason Charles gets the brunt of the anger, fear and frustrations of the ecosystem is because he opted to put himself out there in a transparent way with every thought, effort, goal and compromise he considers. What other ecosystem has its founder putting themselves out there the way Charles does?

Cardano isn't down because Cardano sucks, has failed, Charles is mean, or any of this nonsense. It's a risk on asset in a sea of assets being shaken out of retail hands before the real strengths of these chains are put to legitimate use by the very institutions funding the markets we trade in. The club has been built, the DJ is unloading his crate, the music is soon to begin and while the guys are suits are being let in through the back door, we aren't invited unless we are smart enough to have the foresight and understanding that to play with the big boys, you have to think like them, understand their plays and stop playing victim to the game.

When Clarity passes as the necessity that it is for the banks to survive the Quantum threat and the chains more advanced in their quantum proofing state take the lead, there is NO OTHER FUCKING CHAIN that has been designed, developed and continues to expand its reach and capabilities than Cardano and thats why IM NOT FUCKING SELLING! I'll work every job I can, take on as many AI clients as possible, grind my daily work, my content, whatever I have to to survive where we are. We've ALL been played. But I'm not a victim, I'm a fucking pioneer. I was of the first, I've been here ever since and I'm not going anywhere. The world HAS to change or everything collapses and it has to change to quantum proof blockchain rails or no bank account is safe. AI with Quantum computing access? HAH!

It really is time for everyone to get a grip. Whats done is done. It doesnt change where we have been, what we have accomplished or where we are going.

Tired of the bots and trolls? Block them all. The power they have is the power we give them through out engagement. Its time to clean house. If you shit on Cardano, Charles are just a senseless toxic shit stirrer, I'm blocking you. Period. I'm done with the drama and the negativity. Now is the time for UNITY under pressure with the focus being how we rise with the coming tide and it is coming, you can take that FROM the bank and put it onto any one of these legit blockchains. Most of these chains in the Top 50 will be used for different things.

When the market turns, its going to be hard and fast and likely at a moment you least expect it because they will wait until everyone last one of us has been shaken out before the flood waves drives uptrends that leave everyone wondering WTF is happening and your exit prices are blown away forcing you to buy back in higher than you sold and your disbelief and confusion keeps you from pushing the buy button. This is all by design and this time, this bear cycle, is very much diffferent...dont get caught off guard because you're too busy bickering about nonsense with others in your community. Its time to focus.

Crow Your Coins

[The Kobeissi Letter @KobeissiLetter]

It's official.

MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.

In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.

By comparison, the S&P 500 is up +116% over this same timeframe.

Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.

This puts MicroStrategy's stock, $MSTR, down -77% since its record high.

Bear market is an understatement.

[Midnight @MidnightNtwrk]

Midnight is ready to enable privacy even in a post-quantum world 👇

[crypto.news @cryptodotnews]

LATEST: Senate set to resume Clarity Act debate this week following Memorial Day recess

[🇬🇧 ChartNerd 📊 @ChartNerdTA]

Ripple 🤝🏻 J.P Morgan
Ripple 🤝🏻 HSBC
Ripple 🤝🏻 Citi
Ripple 🤝🏻 BNP

3 out of the 4 big banks highlighted utilize Ripple Custody to safely store, trade and manage digital assets like $XRP and $RLUSD

[Tony 🛡️ Risk-first | Crypto + Macro @AsymmetryLab]

Pivot ....🤔

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Michael Saylor's Strategy announced they sold 32 BTC for over $2.5 million 👀

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 The naval blockade is being lifted. Ships stuck in the Strait can start moving.

But read the rest of what Trump just posted carefully.

Iran must permanently give up nuclear weapons. Hormuz open immediately with zero tolls. All sea mines removed. The enriched uranium buried under collapsed mountains (bombed by B2s 11 months ago) gets excavated jointly by the US and China and destroyed forever.

Iran hasn't said yes to any of the hard parts yet.

Trump is in the Situation Room right now making the final call. He's not asking Iran. He's telling the world what the deal is and leaving Tehran to respond.

Boldest closing move of his presidency. Or a announcement in search of an agreement.

We'll find out very soon.

[Mike Selig @ChairmanSelig]

In my first public remarks as @CFTC Chairman, I made clear that the agency would use the tools at its disposal to onshore crypto asset perpetuals. Today, the @CFTC delivered on that commitment.

This morning, the @CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchange, charting a path for one of the most liquid segments of the crypto asset markets to exist within the US regulatory framework.

[CryptosRus @CryptosR_Us]

🇺🇸 JUST IN: COINBASE IS NOW THE FIRST REGULATED PLATFORM FOR CRYPTO PERPETUALS AND OPTIONS

US traders were locked out of 80% of global crypto markets - until today.

@brian_armstrong thanks Chairman Selig and @CFTC for making this possible. 🔥

[ardizor 🧙‍♂️ @ardizor]

🚨 BREAKING

🇺🇸 TRUMP WILL SIGN AN EXECUTIVE ORDER TODAY AT 3:30 PM ET, RIGHT BEFORE THE U.S. MARKET CLOSE.

RUMORS SAY HE WILL SIGN A FINAL PEACE AGREEMENT WITH IRAN.

THIS IS GIGA BULLISH FOR MARKETS IF TRUE.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US Treasury Secretary Bessent calls on Congress pass crypto Clarity Act.

"The most important thing we can do is make digital assets come into the United States."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump releases a statement on crypto.

“Trump will never let crypto down,” he says.

[Alexander @Mdkhurshed76417]

99% of people delete the wrong things when Gmail storage gets full.

They remove emails.

But Google hides the biggest storage hog somewhere else.

I freed 18GB without touching a single important email.

Here’s the first place you should check 👇

[Mario Nawfal @MarioNawfal]

The final boss of working-from-home setups

[Coin Bureau @coinbureau]

⚡️JUST IN: MicroStrategy used $1.38 BILLION of its cash reserves to buy back discounted 2029 convertible notes.

This lowers future debt risk and strengthens its balance sheet, reducing concerns that the company could be forced to sell Bitcoin.

For $BTC holders, that is a confidence boost.

[XRP Update @XrpUdate]

CLARITY ACT COUNTDOWN HAS BEGUN

REGULATORY CLARITY IS CLOSER THAN EVER 🇺🇸

[TheCryptoBasic @thecryptobasic]

Hoskinson Says #Cardano Governance Is Real, Calls $ADA Holders the Real Owners of Cardano.

Charles Hoskinson reaffirmed his full commitment to Cardano amid weeks of governance disputes across the ecosystem.

He confirmed plans to attend the Cardano Summit 2026 in Singapore and personally help elevate Cardano’s sponsorship at TOKEN2049 Singapore 2026 to Title level.

Hoskinson also urged the Pentad entities to begin deeper discussions on formalizing coordination within Cardano’s expanding governance framework.