The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote!
Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it.
Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.
I asked Claude to code a script to find the most profitable wallet on Polymarket
He wrote it in minutes. I ran it on my Mac.
It scanned thousands of wallets
Filtered by recent activity
Ranked by PnL
And here is one of the best:
- Past month profit: $787,878
- 37,195 predictions
- Consistent short-term BTC “Up or Down” trade
- Dozens of 5–15 minute contracts
- $20K–$40K wins stacking repeatedly
His wallet: https://t.co/SIxTgEiJv4
Then I asked Claude to analyze the pattern
Conclusion: systematic micro-edge capture in ultra short timeframes. Small statistical advantages compounded thousands of times.
Most people look for big predictions
This wallet just exploits tiny inefficiencies, over and over, until they turn into seven figures
@DA_Stockman Agree 100% David. Furthermore, look at these piece of shit "trillion dollar" stocks that draw down similarly, they should never have a place in a wealth portfolio, let alone the SP500 which has served as the world's store of value for 50+ years.
We are at the potential bottom or very late stage of the current Bitcoin-vs-Gold relative bear cycle (the phase where gold has outperformed).
Analysts across multiple sources describe the BTC/Gold ratio as having completed a classic ~14-month “bear market” leg
The best chart in the ecosystem.
The valuation of $BTC vs. Gold.
It's not about the valuation of $BTC vs. the Dollar, we all know that this is going to up over the years.
It's about #Bitcoin vs. Gold given that these two are hard assets.
The current valuation is the lowest it has ever been.
The key insight: While everyone believes we're only a few months into a bear market (because BTC hit its USD all-time-high in October 2025), the BTC/Gold chart tells a completely different story.
Bitcoin actually peaked relative to gold in December 2024, meaning we've been in a bear market for ~14 months already.
The pattern: Every prior bear market in BTC/Gold terms lasted exactly ~14 months: November 2013 to January 2015, December 2017 to February 2019, April 2021 to June 2022.
The weekly RSI (bottom panel) is now at its lowest level in history, matching the bottoms of each previous cycle.
The reframe: The October 2025 USD all-time-high may not have been genuine Bitcoin strength at all: it was likely just gold and silver ripping higher and dragging Bitcoin's dollar price up with them. In real terms (priced in gold), Bitcoin has been declining for over a year.
The conclusion: Rather than being early in a bear market, we could be in the final chapter of one. And every time BTC/Gold RSI hit these extreme lows, it was followed by years of uptrend.
Anyone betting on further downside from here is essentially betting that this historically extreme low keeps going lower.
Ultimately, history has proven that these moments in time are the best moments to be going all-in on #Bitcoin and should result into a great return.
This time won't be different.
Bitcoin vs Gold: The 100-Day Rule✅
This chart suggests gold moves first, but Bitcoin follows with force. When gold rises, Bitcoin tends to follow ~100 days later and more aggressively.
$BTC towards new ATH?
Despite Solana's memecoin activity plunging over 80%, its applications continue to dominate blockchain revenue. Solana's decentralized applications (dApps) generated 46% of the total network revenue in March, far ahead of other blockchains.
There are two big bets I see in crypto:
1. Bitcoin replacing Gold. Timeframe: 10 years. Market opportunity: 10x. Risk factor: Low.
2. Solana winning the Layer 1 wars. Timeframe 3 years. Market opportunity: 20x. Risk factor: Medium.
Everything else is extremely high risk.