Debasement Capital

Metals, Crypto, AI Infrastructure and Financials. Fiat Currency Debasement should be the biggest trade focus of your life.

[Debasement Capital @DebasementCap]

@svrnco Also consider the sudden collective shilling after price started moving June/July last year. A lot of people were likely paid to push narratives.

A likely playbook would have been to buy real zec to get price moving and then utilise paid shills

[Debasement Capital @DebasementCap]

zcash:native doing no favours for Crypto at an already vulnerable time. Expect this will spook some investors in the wider market

Over the long run, it’s important these shitcoins get exposed for what they are. Even @winklevosscap were selling btc for this trash

[Debasement Capital @DebasementCap]

Remember the collective shilling of $ZEC on the timeline a few months back out of nowhere…

Holders taken for a ride (ZEC is not even a true privacy coin)

[zerohedge @zerohedge]

*ALPHABET SEES CAPEX INCREASING 'SIGNIFICANTLY' VS. 2026

[Debasement Capital @DebasementCap]

🤣

[GB News @GBNEWS]

Rachel Reeves under pressure as UK borrowing £60BILLION higher than first thought after OBR blunder

https://t.co/1NdKlkguN3

[Debasement Capital @DebasementCap]

@mikewmunz But is there any evidence of the futures hedging and the fact it’s a basis trade? I.E open interest shifts when they open/close?

I know people like @adam3us don’t necessarily see this bfx whale as a basis trader

[Debasement Capital @DebasementCap]

@PuntingArrows @alistairmilne @adam3us Given their ability to continue adding size in drawdown I'd suggest it's most likely a 1x or at most 2x leveraged position.

I'm fairly sure I know the on chain addresses where this collateral is stored and they hold >120k BTC

[Debasement Capital @DebasementCap]

@GeorgeGammon It’s to signal to the market that their strategy is flexible and they will sell BTC if they need to do so.

Combined with the buying out of debt last week I think it’s fairly clear they are trying to position for S&P inclusion.

[Debasement Capital @DebasementCap]

@LDNCryptoClub @btcjvs Definitely possible-We monitored large Asia linked BTC flows into exchanges starting last May

Short term concern given current conditions is if we see a broader market correction $BTC may follow suit aggressively

The end game hasn't changed and we will scale into any large dips

[Debasement Capital @DebasementCap]

@LDNCryptoClub @btcjvs Few factors at play atm:

AI sucking hot money out of BTC + miners pivot selling

Concerns about Saylor’s ability to meet future obligations without further selling

Warsh & potential rate hikes

Personally think the latter two won’t materialise

[Debasement Capital @DebasementCap]

ETFS have sold in May and gone away

[Farside Investors @FarsideUK]

𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗘𝗧𝗙 𝗙𝗹𝗼𝘄 (𝗨𝗦$ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻) – Monthly Summary

TOTAL NET FLOW: -2406

IBIT: -1410.8
FBTC: -274
BITB: -85.6
ARKB: -314.1
BTCO: -12.2
EZBC: -34.7
BRRR: -3.8
HODL: -0.9
BTCW: 0
MSBT: 68.9
GBTC: -330.3
BTC: -8.5

[Nextpower @NextpowerInc]

We’ve got big news: We’ve entered into an agreement to acquire @PrevalonEnergy — expanding our platform into battery energy storage systems, intelligent controls, and energy management software.

The future of energy infrastructure is integrated, intelligent, and built for rising electricity demand from AI, data centers, electrification, and industrial growth.

Prevalon brings:
• 6+ GWh deployed globally
• Advanced BESS platforms and controls
• Energy management software
• Utility-scale and data center power expertise

Together, we’re building infrastructure designed to help customers generate, store, control, and deliver reliable power at scale.

We’re building what’s next.
https://t.co/k1nqypnDTN

#EnergyStorage #BESS #DataCenters #CleanEnergy #Nextpower

[Debasement Capital @DebasementCap]

@SammmXBT @arkham No - Bitmine aren’t using Defi protocols such as AAVE and SPARK

[Fink | Markets Talk, We Translate @Fink_Money]

@DebasementCap Where the money is

[Debasement Capital @DebasementCap]

Another top tier move from NextPower (we’ve been banging on about them all year).

They’ve been carefully building a vertically integrated energy infrastructure platform and battery storage takes it a step further.

This move should be very accretive over time.

$NXT

[Wall St Engine @wallstengine]

$NXT is acquiring Prevalon Energy for up to $365M, moving deeper into battery storage and AI data center power infrastructure.

Prevalon has deployed 6+ GWh of BESS globally and has 1.3 GW of firm supply contracts tied to AI and hyperscaler data center deployments.

Nextpower also raised FY27 guidance, now seeing revenue of $4.0B to $4.4B and adjusted EBITDA of $845M to $930M.

[Wall St Engine @wallstengine]

$NXT is acquiring Prevalon Energy for up to $365M, moving deeper into battery storage and AI data center power infrastructure.

Prevalon has deployed 6+ GWh of BESS globally and has 1.3 GW of firm supply contracts tied to AI and hyperscaler data center deployments.

Nextpower also raised FY27 guidance, now seeing revenue of $4.0B to $4.4B and adjusted EBITDA of $845M to $930M.

[Debasement Capital @DebasementCap]

@Fink_Money 👀 Big Battery play by NXT

[Wall St Engine @wallstengine]

$NXT is acquiring Prevalon Energy for up to $365M, moving deeper into battery storage and AI data center power infrastructure.

Prevalon has deployed 6+ GWh of BESS globally and has 1.3 GW of firm supply contracts tied to AI and hyperscaler data center deployments.

Nextpower also raised FY27 guidance, now seeing revenue of $4.0B to $4.4B and adjusted EBITDA of $845M to $930M.

[Debasement Capital @DebasementCap]

@DannyDayan5 @fejau_inc Great flag - segmenting data by age is crucial now to get a clear picture of consumer health.

An aging population is going to accelerate currency debasement over time as govs borrow to support gdp growth (increased social security payments, lower labour force participation rate)

[Debasement Capital @DebasementCap]

@DannyDayan5 @fejau_inc Great flag - segmenting data by age is crucial now to get a clear picture of consumer health.

An aging population is going to accelerate currency debasement over time as govs borrow to support gdp growth (increased social security payments, lower labour force participation rate)

[Debasement Capital @DebasementCap]

Looks like $MSTR clearing up house for S&P inclusion down the line

[*Walter Bloomberg @DeItaone]

$MSTR - STRATEGY SLASHES DEBT WITH $1.5B BUYBACK

Strategy repurchased $1.5 billion of convertible notes at an 8% discount, cutting total convertible debt from $8.2 billion to $6.7 billion.

The company also raised capital to buy 24,869 bitcoin, bringing total holdings to 843,738 BTC. Strategy now holds $871 million in cash reserves.

CFO Andrew Kang called the move “equity and credit positive.”