DecryptoPal

I'm the kid your parents have warned you about | Ex @TCS | @QMUL 👨‍🎓

[DecryptoPal @DecryptoPal]

... But watch what I do next? 🫡🌍🤫

[DecryptoPal @DecryptoPal]

Bullish on the future of Bitcoin.

GG

[Alex Krüger @krugermacro]

I largely think of "crypto" as a failed asset class at this point.

I've written about the causes multiple times. Mainly, most crypto assets are worthless, or have dreadful value accrual, and most founders have abused the lack of guardrails and dumped on people indiscriminately, or are outright scammers.

On top of that we had the Memecoins SuperBullshitCycle, a trend that brought the worst out of people, and sucked everyone's souls & pockets dry. And then came the never-ending wave of DeFi hacks, which has dramatically increased since last April.

This can seem contradictory, as adoption of "crypto" is surging:

> Stablecoin adoption continues growing fast
> Politicians in the US are openly pro crypto
> Tradfi is looking at tokenizing everything
> Usage of equities & commodities perps is exploding in offshore and DeFi exchanges
> The US is in the early stages of adopting perps
> Prediction markets are becoming part of everyone's daily lives

These are more "blockchain" than "crypto", although there are some exceptions with a token in those fields, most of which have been performing very well in recent months. A few among those exceptions even distribute most revenue to holders via buybacks (Hyperliquid in particular), which is what every investor actually wants to see to be invested in a good business rather than a fleeting narrative.

We also have the privacy category. The one old school crypto category that is not liquid diarrhea. The world needs private non-custodial stores of value.

Crime in particular needs privacy, as proven by the DoJ confiscation of $15 billion in Bitcoin from Cambodia's pig butchering farms, legal filing for which was submitted on October 8, 2025 (coincidentally right before 10/10). Of course, everyone needs privacy, not just criminals, but crime flows are real, and large.

The asset attracting the most flows in this niche is Zcash. Zcash's recent performance has been fascinating, as it has been trending higher with bitcoin trending lower, a sign of real reallocation among bitcoiners.

Another crypto category that is not dead is the "AI" category, full of high flying, fundamentally lacking, narrative driven tokens. The standout exception is Venice, a private AI platform with growing users and revenue, whose tokens are directly backed by the business rather than a narrative.

So one could say old "crypto" is a failed asset class, but from the ashes come new beginnings, and the new face of crypto is one heavily dominated by the needs of Tradfi, prediction markets, AI, and privacy.

Crypto sucks. Long live crypto.

[Anthony Pompliano 🌪 @APompliano]

Hard truth: Wall Street is shaking out some of the bitcoin believers.

Couldn't be me.

[Adam Livingston @AdamBLiv]

If Strategy sells MSTR to pay the dividend, it's a ponzi.

If Strategy sells Bitcoin to pay the dividend, it's a death spiral.

If Strategy sells STRC to buy Bitcoin, the common stockholders are being "diluted".

If Strategy uses the USD reserve to pay off the debt, it's a "fatal error".

At some point you have to realize the bear thesis has become a Choose Your Own Adventure book for people who hate the ending.

[DecryptoPal @DecryptoPal]

@udiWertheimer All u need is a gently used ThinkPad

[DecryptoPal @DecryptoPal]

@valerioshi @ord_net Gud tek
GG

[Val @valerioshi]

WHY YOU SHOULD TRADE ORDINALS ON @ord_net

1. The homepage shows you everything you need:

- trending collections
- new inscriptions
- recently verified collections
- recent sales
- recent listings

2. The crosslist mechanic. Want to list on ord_net or another marketplace? You don't have to choose. List it once and it shows everywhere by default.

3. Everything is onchain. No off-chain marketplace json and no IPFS. Your inscription can't break or disappear when the server goes down, because there is no server. This is what real decentralization looks like.

4. Multiple bids. You can place multiple bids with a single fee, in one tx, with 30-day validity. For example, you can bid on 8 Wizards of Ord in a single tx 🤯

5. You can create lots. Say you want to sell 3 BTC DeGods. You bundle them up and trade them as a single unit, with a single tx.

6. Collection offers with trait filtering. Instead of perusing each piece in the collection for the specific traits you want, you make offers based on traits directly.

7. No buyer? No worries. Your BTC doesn't leave your wallet until a buyer accepts one of your bids. No need to lock your capital: Make offers across different collections. Pretty cool.

8. Collection partnerships. Partner collections earn 2% of ord_net's fees on every sale. Liquidity flows back to the projects, giving teams more runway to ship for their holders.

9. Advanced filters. The explorer has filters for cursed inscriptions and range browsing.

10. Ord_net is participating in Parasite Pool. Ord_net will use 40% of trading fees from OMB and Bravocado sales to rent hash power via the Parasite Pool Refinery until the end of June 🦠

What I'd love to see next

- A way to customize the homepage after signing in. That way, you see what you want every time.

- Upcoming mints where my wallet is whitelisted

@lifofifo keeps shipping 🧑‍🍳

If you enjoyed this post, bookmark it and follow me for more alpha 🔖🫡

[Bitcoin Magazine @BitcoinMagazine]

16 years ago, Laszlo Hanyecz spent 10,000 #bitcoin worth $30 on two Papa John's pizzas.

Today, that 10,000 BTC is worth $773,361,294.

Legend! 🙌

[beeple @beeple]

MICAHEL SAYLOR BUYING THE LAST BITCOIN IN 2140

[shah @shahh]

Bitcoin is in serious trouble.

The world population is 8 billion.

Half aren’t employed.

That leaves 4 billion potential dip buyers.

2.2 billion are still in school.

Now we’re down to 1.8 billion.

Half of those are too young even to open a bank account.

900 million left.

86% are living paycheck to paycheck after bills.

That leaves 120 million.

92% still think crypto is a scam.

Now we’re at 9.6 million.

Coincidentally, exactly 9,599,998 people are sitting in prisons worldwide.

Which leaves only 2 people left to buy the dip.

You and me.

[DecryptoPal @DecryptoPal]

@cobie GG

[DecryptoPal @DecryptoPal]

@CL207 wallet always size up whenever the @BitcoinFear index drops around 30

[The Bitcoin Historian @pete_rizzo_]

20,000,000 #BITCOIN HAVE BEEN OFFICIALLY MINED

ONLY 1,000,000 BTC FOR THE NEXT 114 YEARS

THE MOST SCARCE ASSET IN THE HISTORY OF MANKIND 🚀

[Bitcoin Archive @BitcoinArchive]

NEW: Jack Dorsey's Blocks launches Loupe, an AI-powered security feature for open-source Bitcoin projects.

[b10c @0xB10C]

Bitcoin just had a back-to-back fork at height 949203 and 949204, which I haven't seen before.

(other than that, I don't think this is too special)

[DecryptoPal @DecryptoPal]

@lifofifo GG

[lifofifo ◉ @lifofifo]

Experimental ◉RD trading API is now live.

https://t.co/SouwHScbS4

There are no API keys! Instead, just sign in with a wallet holding 0.01 BTC.

If this doesn't work well in practice, we'll tweak it.

The docs include everything needed to make integration LLM friendly.

[DecryptoPal @DecryptoPal]

@punktoshi1 Buy where the floor is low, Sell where it is high!

GG

[DecryptoPal @DecryptoPal]

@lifofifo GG

[lifofifo ◉ @lifofifo]

Inscription offers are cool and we just added them.

But for the first time in Ordinals, you can now counter them ✨