Betwen

@usdcoinprinter @Geiger_Capital @AO_btc_analyst @FinanceOptimum @great_martis @GlobalMktObserv @NoLimitGains @tradewithcong @pelositracker @burrytracker

[Betwen @HopetoCash]

@BitcoinFear

[Merlijn The Trader @MerlijnTrader]

🇪🇺 THE WORLD'S BIGGEST STABLECOIN JUST LOST AN ENTIRE CONTINET.

$USDT is out on every licensed EU exchange.

Binance. Coinbase. Kraken. Crypto. com. All removed it.

Tether refused to comply. Circle did.
$175 billion in USDT, locked out of regulated Europe.

$USDC walks into the gap.

Regulation just chose the rails.

[Shay Boloor @StockSavvyShay]

Bill Gurley says $V & $MA are “heavily threatened” by stablecoins because there is “zero reason” digital payments should still cost 2% to 3%.

USDC can move money in seconds for pennies while earning yield and stablecoins may modernize payments faster than the government can.

[Cointelegraph @Cointelegraph]

🚨 INSIGHT: “The Big Short” investor Steve Eisman says SpaceX’s IPO prospectus raises red flags as capex jumps to 215% of revenue.

[J64 @_J64_]

CEO, Phong Le, files intent to sell > $11M worth of MSTR stock.

[Coinvo @Coinvo]

JUST IN: 🇺🇸 Cardano's founder Charles Hoskinson has warned that more DeFi apps could shut down in the second half of 2026.

He says his last resort is burning the entire existing ecosystem to launch a new one.

[Pubity @pubity]

Google and Anthropic are now paying Elon Musk's SpaceX a combined $2,170,000,000 per month for cloud compute capacity to run their AI services.

[Dividendology @dividendology]

This is the funniest chart.

It took Micron around 20 years to recover from the Dot Com Bubble-

And then they climbed by 900% in the last year.

[Lookonchain @lookonchain]

Is #Ethereum co-founder Joseph Lubin(@ethereumJoseph) preparing to dump $ETH?

A wallet linked to Joseph Lubin, which holds 243,300 $ETH($370M), transferred out 80,001 $ETH($121.6M) after more than 3 years of inactivity.

https://t.co/s6lzxlNpRy

[Shay Boloor @StockSavvyShay]

$META is reportedly considering selling tens of billions of dollars in new shares to fund its AI buildout following $GOOGL massive equity raise.

[Arkham @arkham]

Michael Saylor spent $64 Billion to buy $50 Billion of Bitcoin.

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: BitMine files for 9.5% Series A Preferred Stock offering

[Evan @StockMKTNewz]

CrowdStrike $CRWD just announced it’s doing a 4:1 stock split

[Shay Boloor @StockSavvyShay]

Cathie Wood bought ~$96M of $GOOGL today

[Bull Theory @BullTheoryio]

In 1976, Apple’s third co-founder Ronald Wayne sold his 10% stake in Apple for $800 out of fear the business would fail.

Today it would be worth $455 billion, worth more than Uber, Airbnb, Pinterest, Spotify, Snapchat, Roblox and Reddit combined.

He is now 92 years old and lives in a mobile home off Social Security checks.

[Bull Theory @BullTheoryio]

BREAKING: Ray Dalio just said the AI market is a bubble and it will burst.

"All great technology changes produce bubbles," Dalio told Bloomberg. "The pricking is the converting of wealth into money" right now, every major tech company is pouring hundreds of billions into AI infrastructure and booking it as investment.

The moment investors demand actual returns, companies will have to show that the money spent is generating real profits from real customers. If the revenue is not there, valuations collapse and right now, the revenue is not there.

AI companies are spending $800 billion in capital expenditure this year alone. OpenAI spends $60 billion annually on cloud infrastructure against $25 billion in actual revenue.

Less than 1% of executives globally report meaningful ROI from their AI investments. 95% of enterprise AI pilots have failed to deliver measurable returns according to MIT.

The entire $2 trillion cloud backlog held by Microsoft, Oracle, Google, and Amazon is anchored by two unprofitable companies: OpenAI and Anthropic.

By 2030, the industry needs $2 trillion in annual revenue to justify what is being built today. Bain estimates it will fall $800 billion short.

Dalio is not saying the technology is fake. He is saying the economics do not work yet and every bubble in history has ended the same way when that moment of reckoning arrived.

[Evan @StockMKTNewz]

THE GLOBAL STOCK MARKET IS NOW WORTH MORE THAN $150 TRILLION FOR THE FIRST TIME EVER

The United States 🇺🇸 stock market currently represents 52% of the total market cap of the Global stock market

[Hedgeye @Hedgeye]

Google is now selling $80B of its own stock to fund AI capex, ending a decade of buybacks

[Lookonchain @lookonchain]

JUST IN:

Tom Lee (@fundstrat)'s #Bitmine is down $8.9B on 5,416,901 $ETH ($10.03B).

Michael Saylor (@saylor)'s #Strategy is down $7.6B on 843,706 $BTC ($56.26B).

[Hedgeye @Hedgeye]

🇰🇷 South Korea becomes world's 6th largest stock market driven by technology boom

[Cointelegraph @Cointelegraph]

🚨 LATEST: Google plans an $80 billion stock sale to help fund its AI expansion and growing tax obligations as spending on AI infrastructure accelerates.