BredoStrategy

Vault - - @DoCryptoBred
BredoStrategySubs -

[BredoStrategy @DoCryptoBred]

Hi to everyone reading me here on X.

I manage the BredoStrategy Vault on Hyperliquid.

In addition to the weekly reports that I publish here, my main information channel is still my Telegram, which I run in Russian.

That is where I post my real-time percentage updates: when I add to the Vault, reduce exposure, take profit, withdraw, or deposit more capital.

I post these updates in percentage terms and at the moment when I make the actual deposit, withdrawal, increase, or reduction.

The reason is simple: if you want to follow my Vault activity more closely, you can see when I am increasing my own exposure and when I am reducing it after a move.

This gives you a better chance to stay aligned with my own percentage exposure and potentially have a similar profit profile inside the Vault.

Telegram has built-in translation, so even if you do not read Russian, you can translate my Telegram posts into English and follow the updates there.

Weekly reports will still be posted here, but the more detailed real-time percentage updates are posted only in Telegram.

#Hyperliquid #HYPE #DeFi #Crypto #Vault #Trading #Onchain $HYPE

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[BredoStrategy @DoCryptoBred]

As promised, every Thursday we sum up the week in the Vault — Epoch #15.

BredoStrategy Vault started on Feb 17, when BTC was at $67,960.

BTC since last week: -14.53% ($72,900 → $62,310)
Vault PnL since last week: -$575,834
BTC since Vault launch: -8.31% ($67,960 → $62,310)
Vault PnL since launch: +$12,899

Tough day to find the right words, so let’s keep it simple.
The Vault is still in profit. Anyone who made roughly the same % deposits/cash-outs as I did is still up, despite BTC being down 8.3% since the Vault launched.

Yes, this profit is tiny and basically nothing to celebrate. Most people acted more passively, so their personal result may differ. But the Vault is still outperforming the market.

Fundamentally, and in terms of crypto prices, things feel almost completely mirrored right now. I believe in BTC, I believe in the fundamental value of the assets I hold, and I think many of them are heavily undervalued. This is not my first time since 2017. Sometimes you just have to wait.

In my opinion, the level of apathy and hopelessness in crypto right now is even higher than it was in January-February.

Yes, BTC was pushed lower more easily than I expected. But overall, nothing fundamentally new or catastrophic happened. We’ll keep averaging, managing risk, and pushing liquidation levels further away.

I see even many “battle-tested” people starting to doubt crypto and BTC specifically. My logic is simple: this market cannot and will not exist without Bitcoin.

So, nothing new really.

“First time?”

Thanks everyone.
Everything is just beginning.

Previous reports:
May 28 — https://t.co/WjtFiQjArD
May 21 — https://t.co/2bWGxIfHUZ
May 14 — https://t.co/xDF8tKKLha
May 7 — https://t.co/4tU4cZRm80
Apr 30 — https://t.co/CgIwxi8o0r
Apr 23 — https://t.co/AcmVzU38gY
Apr 16 — https://t.co/wu16tqAdnh
Apr 9 — https://t.co/032wtHpfpo
Apr 2 — https://t.co/LVCxILbwA6
Mar 26 — https://t.co/4ibJD2SeUQ
Mar 19 — https://t.co/zMQZNAjI7I
Mar 12 — https://t.co/VHcRhFb9Ix
Mar 5 — https://t.co/v7rPt28UmF
Feb 26 — https://t.co/4mjexE8IzL

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT
#Bitcoin #BTC #Crypto #Hyperliquid #Vault #DeFi #Trading #RiskManagement $BTC $HYPE

[BredoStrategy @DoCryptoBred]

Venice introduced Built in Venice, a showcase for projects shipped by the Venice community.

The initiative highlights SDKs, agents, on-chain experiments, dashboards and other products built around Venice’s private and uncensored AI ecosystem.

The team is also inviting builders to submit their projects for a chance to be featured.

Source:
https://t.co/nhFkIllgot
https://t.co/sZ8z3cjQ0R
#VeniceAI #AI #CryptoAI #Onchain #Agents #DeAI $VVV
BredoStrategy Vault -https://t.co/EZLT76VNeW
MyReff-ThankYOU - https://t.co/DTGaMiNRDr

[BredoStrategy @DoCryptoBred]

Mastercard announced plans to expand settlement capabilities across its global payments network to include regulated stablecoins, intraday settlement, and weekend and holiday settlement options.

The company said supported stablecoins will include Circle’s USDC, Paxos-issued PYUSD, USDG and USDP, Ripple’s RLUSD, and SoFiUSD.

Mastercard also listed Arbitrum, Base, Canton, Ethereum, Polygon, Solana, Tempo and XRPL among the supported blockchain networks.

ARQ, CBW Bank, Cross River, Lead Bank and Nuvei are expected to be among the first participants supporting stablecoin settlement optionality in the U.S. and Latin America, with further expansion planned through 2026.

Source:
https://t.co/OBaDhmxGg9
#Mastercard #Stablecoins #Payments #Crypto #Base $USDC $PYUSD $RLUSD $SOL $ETH

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[Alibaba Cloud @alibaba_cloud]

Wan 2.7 is now available on @AskVenice! Your credits go further on every generation.

[BredoStrategy @DoCryptoBred]

I'll just leave this here bitcoin:native

[BredoStrategy @DoCryptoBred]

@ryanberckmans All of this sounds pretty plausible, but there’s one catch: no one is even trying to compete with Bitcoin. Its economy is deflationary and finite—it’s like comparing Apple Corp to gold.

[BredoStrategy @DoCryptoBred]

Stocks, commodities and crypto since the creation of the Vault on February 17 — 105 days ago:

https://t.co/EZLT76VNeW

VVV — +351.9%
AMD — +156.3%
HYPE — +141.3%
ZEC — +110.3%
CRCL — +63.3%
MORPHO — +40.3%
TON — +39.3%
AMZN — +28.1%
JUP — +22.1%
AERO — +21.8%
TAO — +20.7%
NVDA — +20.2%
GOOGL — +19.8%
AAPL — +19.7%
SILVER — +16.9% — !!!
S&P 500 — +12.1% — !!!
TSLA — +3.5%
WLD — +3.1%
COIN — +2.7%
SKY — +0.5%
BTC — +0.1% — !!!
LINK — −2.4%
ETH — −2.8%
ASTER — −4.7%
META — −6.6%
GOLD — −7.9% — !!!
CC — −8.3%
XPL — −9.6%
SOL — −9.6%
ENA — −23.0%
AAVE — −40.6%
There are also plenty of terribly performing stocks that did not make it into this list.
In my opinion, it is not worth overrating equities and assuming that everything in traditional stocks is flying to the moon while crypto is collapsing into the ground.
The picture is much more mixed.
#Crypto #Stocks #Commodities #Hyperliquid #Bitcoin #Ethereum #Altcoins #Markets
$HYPE $BTC $ETH $SOL $LINK $AAVE $ZEC $TAO $NVDA $AMD $AAPL $TSLA $COIN

[BredoStrategy @DoCryptoBred]

The Crypto CLARITY Act has been added to the Senate Legislative Calendar as of June 1, making it eligible for full Senate consideration.

This does not mean the bill has passed the Senate yet. It means the bill has cleared the committee stage and can now be brought to the Senate floor once scheduled.

The Senate Banking Committee previously advanced the Digital Asset Market Clarity Act in a 15–9 vote and said the bill now moves to the Senate floor.

For crypto, this is a fresh procedural step toward a potential Senate vote on U.S. digital asset market structure.

Source:
https://t.co/XfeRSDWVMk
https://t.co/2kcvRPfnc6

#CLARITYAct #CryptoPolicy #DigitalAssets #Bitcoin #Ethereum #DeFi #SEC #CFTC #CryptoRegulation $BTC $ETH $COIN

BredoStrategy Vault -https://t.co/EZLT76VNeW
MyReff-ThankYOU - https://t.co/DTGaMiNRDr

[Linda Jeng @LindaJeng1]

Yesterday, we ran what may be the first DeFi borrowing transaction ever conducted on Capitol Hill.

Senate staffers watched it settle onchain in real time without an intermediary. This is the kind of transparent system the CLARITY Act envisions.

We put on the demo alongside @uniswap and @base, organized by the @BlockchainAssn and sponsored by the @fund_defi . The point was to show policymakers what the technology already does, and why the certainty the CLARITY Act provides matters for building digital finance responsibly.

We're grateful to every partner involved, and for the Congress' engagement on what comes next. @DeFiSpartan

[BredoStrategy @DoCryptoBred]

Aave Labs ran a DeFi borrowing demo on Capitol Hill.

According to Linda Jeng, Senate staffers watched the transaction settle onchain in real time without a traditional intermediary. The demo was conducted with Uniswap and Base, organized by the Blockchain Association and sponsored by the DeFi Education Fund.

Jeng is now Chief Legal & Policy Officer at Aave Labs, leading legal and regulatory strategy. Her background spans the Federal Reserve, SEC, U.S. Treasury, U.S. Senate, OCC, the Financial Stability Board at the BIS, Crypto Council for Innovation and Centre Consortium.

That makes the demo more than a product showcase: it is DeFi being explained to policymakers by someone who has worked across both financial regulation and crypto policy.

Source:
https://t.co/0vkiRvp9Ln
#Aave #DeFi #Uniswap #Base #CLARITYAct #CryptoPolicy #OnchainFinance #Regulation $AAVE $UNI $ETH

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[BredoStrategy @DoCryptoBred]

Babylon launched Public Testnet for native Bitcoin-backed borrowing with Aave V4.

Users can test posting BTC as collateral and borrowing without giving up custody, wrapping BTC, or using a bridge. The flow is powered by Babylon Trustless Bitcoin Vaults.

The testnet is also aimed at wallets, custodians, OTC desks and other integration partners that want to test the end-to-end borrowing flow.

This is still testnet activity, not a mainnet launch, but it is a concrete step toward native BTC-backed credit markets on Aave V4.

Source:
https://t.co/rBv0peLJEP
https://t.co/oMzE87jHo1

https://t.co/mbt1azI32F

#Babylon #Aave #Bitcoin #BTCFi #DeFi #Lending #AaveV4 $BTC $AAVE
BredoStrategy Vault -https://t.co/EZLT76VNeW
MyReff-ThankYOU - https://t.co/DTGaMiNRDr

[BredoStrategy @DoCryptoBred]

Virtuals Protocol is integrating Venice to power AI agent building on Base with private, uncensored inference.

The program will deploy up to $400,000 in private inference credits so builders can move from idea to working agent without compute or backend complexity.

Venice provides the privacy-first inference layer. Virtuals EconomyOS provides the agent infrastructure stack: wallets, identity, payments, commerce, funding rails and launch infrastructure.

Program details are expected soon.

Source:
https://t.co/2nRzaWNlfQ
https://t.co/imUOcXS9LD

https://t.co/6DTS7iAmBE

#Virtuals #VeniceAI #AIagents #Base #CryptoAI #DeFAI #AI #OnchainAI $VIRTUAL $VVV $ETH

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[BredoStrategy @DoCryptoBred]

Citi Institute released its new Tokenization 2030 report.

The report estimates today’s global tokenized asset market at around $17B and projects it could reach $5.5T by 2030 in the base case, with a $2.7T bear case and an $8.2T bull case.

Citi expects growth to be led primarily by public market securities, especially U.S. equities and Treasuries.

The report also highlights interoperability as a prerequisite for scale, warning that fragmented networks, platforms, and settlement assets could limit liquidity and slow adoption.

In that context, Citi mentions Chainlink CCIP as an open-source standard helping facilitate secure cross-chain communications, including the 2023 ANZ Bank and Chainlink example connecting permissioned and public blockchain environments.

The takeaway: if tokenized markets move toward trillions in value, secure cross-chain connectivity becomes core financial infrastructure.

Source:
https://t.co/L6G14WmA1R
#Citi #Chainlink #Tokenization #RWA #DeFi #TradFi #Stablecoins #Crypto $LINK $ETH $USDC

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[BredoStrategy @DoCryptoBred]

Strive disclosed another major Bitcoin purchase.

The company bought 2,500 BTC for approximately $185.2 million at an average price of about $74,092 per bitcoin.

The purchase brings Strive’s total Bitcoin holdings to 19,000 BTC.

The move came right after Strategy disclosed a small 32 BTC sale, while Strive used the market pullback to add more Bitcoin at a lower average price than its previous purchase.

Strive also reported QTD BTC Yield of 23.0% and YTD BTC Yield of 36.7%, while increasing cash reserves to maintain an 18-month dividend reserve.

Source:
https://t.co/cjka0sGofc
https://t.co/fagFHg0PIV

#Strive #Bitcoin #BTCTreasury #CorporateBitcoin #Strategy #MSTR #VivekRamaswamy $BTC $ASST $SATA $MSTR

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[BredoStrategy @DoCryptoBred]

Capital B is seeking shareholder approval for a financing mandate of up to roughly $122 billion to accelerate its Bitcoin treasury strategy.

The proposal includes up to €5 billion in nominal capital increases and up to €100 billion in nominal credit instruments.

This is not capital already raised. It is an authorization that would give the board capacity to use equity and debt instruments for future BTC accumulation.

At the current €0.04 nominal share value, the equity portion could correspond to up to 125 billion new shares, making dilution a key part of the discussion.

Capital B currently holds 3,139 BTC and positions itself as Europe’s first Bitcoin Treasury Company.

Source:
https://t.co/dt8GYaL85Y
https://t.co/8kXR1dsqf1

#CapitalB #Bitcoin #BTCTreasury #BitcoinTreasury #CorporateBitcoin #France #Euronext $BTC $ALCPB $CPTLF

BredoStrategy Vault -https://t.co/EZLT76Vfpo
MyReff-ThankYOU - https://t.co/DTGaMiNjNT

[BredoStrategy @DoCryptoBred]

@KyleReidhead https://t.co/xv8lhNKSzp

[BredoStrategy @DoCryptoBred]

Everyone is posting clips of Saylor saying “never sell your Bitcoin.”

But I think a lot of people completely missed the point.

He did not sell his own Bitcoin. And this is not some funny contradiction or a reason to laugh.

This is exactly what he has been writing about for a long time: Strategy is a financial company built on Bitcoin. Nothing more, nothing less.

I do not think this is the end of Strategy, and I do not think BTC is going to zero.

The point is different.

Strategy raises capital to buy BTC in different ways — not only by selling equity, but also by selling “stable yield.” They use that capital to buy BTC and hope to outperform those obligations through Bitcoin appreciation.

So yes, he sold 32 BTC to show people who apparently cannot read that the company CAN sell BTC and will do so in the future if needed to cover dividends for those who provided capital to buy more BTC.

You can debate the long-term viability of this structure for hours. I will not do that here.

The only thing I will say: I am pretty confident that next Monday we will see him post that Strategy bought 10x, 20x or 100x more BTC than it sold this week.

All of this was explained in advance.

The fact that this is a “huge surprise” to some people only shows how few of them are actually paying attention to what is happening in the market.

#Bitcoin #Strategy #MichaelSaylor #MSTR #BTC #Crypto #BitcoinTreasury #DigitalAssets #Markets bitcoin:native $MSTR

[Kyle Reidhead | Milk Road @KyleReidhead]

this man bought 850,000 $BTC over the last 6 years

he spent more than $60B buying this Bitcoin

he decides to sell 32 of those bitcoins for $2.5M to remove some risk

and as a result everyone loses their minds?

lol does no one on this app have an idea how to do math or think rationally?

or are you all just a bunch of moon boys

[Lala @cryptolala]

Last time Saylor sold

[BredoStrategy @DoCryptoBred]

@LinkBoi777 @chainlink where is parthership with token?