Lord Kitten Meow

A Noble Feline

[Lord Kitten Meow @LordKittenMeow]

Am I the only one finding at least suspicious how this bombing escalation + last minute concession on nuclear that brought to a sudden peace deal was precisely timed with the SPCX IPO?

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Gold and silver are getting hit just as hard as Bitcoin. And that tells you something.

In the last two weeks:
– Gold has fallen from around $4,540 to $4,160, roughly 8%
– Silver has dropped from about $78 to $64, roughly 18%

No crisis headline. No rate shock. No catalyst.

Here's why that matters.

Gold is the asset you're supposed to run toward when things get scary. When stocks fall and gold rises, that's a flight to safety. Normal. Healthy.

But when gold, silver, and Bitcoin all fall together, at the same time, with no obvious reason, that is not a flight to safety.

That's a flight to cash.

When investors are forced to raise money, they don't sell what they want to sell. They sell what they can. The most liquid things they own. Gold. Silver. Bitcoin. The assets that trade instantly, anywhere, anytime.

And remember what's pulling cash out of the system right now:
– The largest IPO in history is hitting the tape this week
– OpenAI and Anthropic are lining up behind it, ~$200B more
– Google flipped from buying back $60B a year to issuing $80B
– Private credit funds are gating redemptions
– Margin debt sits at an all-time high relative to GDP

Trillions in supply, all demanding the same thing at the same moment. Liquidity.

When every safe haven and every risk asset sells off together, the asset isn't the story.

The plumbing is.

Gold isn't falling because gold is broken.

It's falling because somebody, somewhere, needs the cash more than they need the hedge.

That's what the late stage of a liquidity cycle looks like.

Not panic.

Just everyone quietly reaching for the same exit.

[Lord Kitten Meow @LordKittenMeow]

@d_lo187 @CathieDWood No man, you don't get it, it's the market that is misreading the signals! Lol

[Lord Kitten Meow @LordKittenMeow]

@KillaXBT Interesting, probably nearing the bottom

[Lord Kitten Meow @LordKittenMeow]

The Pope just released a ~40,000-word AI encyclical and presented it standing next to a cofounder of Anthropic. Sit with that for a second.

"Magnifica Humanitas," Leo XIV's first encyclical, signed on the 135th anniversary of the 1891 labor-rights encyclical Rerum Novarum. The parallel is intentional: AI is being framed as the new industrial revolution, and the Church is planting its flag early this time.

The main points:
- AI is not morally neutral. Every system encodes values in what it chooses to measure and optimize.
It must be "disarmed" - not rejected, but stopped from dominating humanity.
- Labor has priority over capital. Profit doesn't justify systematically killing jobs. He wants "social criteria for innovation": damage assessments before you ship.
- Autonomous weapons, AI disinformation (he cites Arendt), child safety, and the "new slavery" of data labelers all get named directly.

But the real thesis is sharper than the jobs panic everyone expected:
Your dignity is not your output.
The deepest danger he names isn't unemployment. It's that we reduce people to data points and slowly lose the desire for genuine human connection. He doesn't frame AI vs human as a capability race. He frames it as a question of whether a person is still worth anything when they produce nothing.

Why it matters: the oldest institution on earth just picked up the vocabulary of the AI safety movement (non-neutrality, disarmament, values-in-optimization) and delivered it from the Vatican next to Anthropic. Rome and the doomers are now reading the same page.
https://t.co/QJ3kkoVd7f

[Lord Kitten Meow @LordKittenMeow]

@unusual_whales Bears don't care

[Lord Kitten Meow @LordKittenMeow]

@CryptoGirlNova Just wait

[Lord Kitten Meow @LordKittenMeow]

@jameslavish @LawrenceLepard Lol took me a while to even notice there are 2 different lines

[Lord Kitten Meow @LordKittenMeow]

@AshCrypto Wait and see my friend

[James Van Straten @btcjvs]

MSTR (purple) and ETFs (green) are rounding errors compared to the blue LTH spending (blue). Which can swing $50B–$100B.

The "gobs of buying" narrative are just headlines but gets utterly dwarfed by the overall market.

@saylor acknowledged this in the interview, that MSTR is just a fraction of the market. MSTR's buying doesn't impact the market, nor will any sells.

[Lord Kitten Meow @LordKittenMeow]

@LarkDavis Amen

[Lord Kitten Meow @LordKittenMeow]

@CryptoTice_ Eu institutions will be ready with an official stablecoin when the market won't need it no more. Europeans already have eurc and a few more in the pipeline that will do just fine, they don't need no cbdc

[Lord Kitten Meow @LordKittenMeow]

@MaxCrypto Still hurting

[Lord Kitten Meow @LordKittenMeow]

@samcallah @alphazeta Wait for ai to pop, they will all come back eventually

[Lord Kitten Meow @LordKittenMeow]

@Frankie_HiNRG @trader_zc_ Is that a threat lol

[Lord Kitten Meow @LordKittenMeow]

@CryptoMichNL Forget about alts, except for a few pumps and dumps alomg the way, all coins from last cycle are all doomed for good.

[Lord Kitten Meow @LordKittenMeow]

@gazza_jenks @ProofOf_ion @ethereumJoseph @TheBlockCo Didn't the old McAfee already give all the hints to identify Satoshi in a interview before he died?

[Lord Kitten Meow @LordKittenMeow]

@AlexMasonCrypto Yep it's a trap

[Lord Kitten Meow @LordKittenMeow]

@Rob_Jones19 Good thesis BUT 1) the 4 year cycle has no been invalidated yet 2) hard to extrapolate correlation from these graphs and in general i though btc and M levels corr broke last year and never recovered.

[Lord Kitten Meow @LordKittenMeow]

@CryptoTice_ Oh boy here we go again, bullish posts popping up like mushrooms - definitely time to start selling