LIVE from Davos: Under Secretary of State Sarah B. Rogers on the Censorship Industrial Complex 🚨
@UnderSecPD joins @Jason and @DavidSacks to discuss:
-- Europe's speech crackdown
-- How the EU uses the DSA as a "censorship tariff"
-- Why EU leaders seem focused on censoring criticism of mass migration policies
-- AI deepfakes
-- Understanding the "Censorship Industrial Complex" in the US
(0:00) Jason and Sacks welcome Sarah B. Rogers!
(2:22) Free speech, EU censorship, OSA/DSA overreach?
(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"
(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship
(34:42) Understanding the "Censorship Industrial Complex" in America
GREENLAND 🇬🇱
Members of Congress cut the Greenland cake led by @RepLuna making the first cut at the
ONE YEAR INAUGURATION GALA
at the Trump Kennedy Center in DC
Hosted by
The Republicans for National Renewal
Gold and silver hit fresh ATHs yesterday
Zooming out, gold and silver are up 250% and 860% respectively since the 2020 crash.
Meanwhile, Bitcoin is stuck in the upper $80Ks.
So what explains this divergence?
Metals are surging due to safe-haven demand amidst global de-dollarization, inflation, and geopolitical tensions.
Bitcoin, on the other hand, is still treated as a risk-on play.
Plus lingering fears about quantum, the 4-year cycle, and no passage on the CLARITY Act.
So does that mean you should just top blast metals right now?
Absolutely NOT!!
A better approach could be to sell the euphoria, buy the blood.
Keep in mind that $BTC is up 2,186% since the 2020 crash.
Starting to feel a bit more optimistic again for crypto.
The 50% increase for HYPE is a risk on, the same risk on we saw when $SOL was $20 in July 2023, and we all know what happened after SOL started running. Why am I so obsessed with the $HYPE move? The best coins tends to move first (SOL was that coin in 2023).
Include the facts that Gold is up massively and the dollar is nuking + Bitcoin hasn't moved yet.
Feels like the bottom for crypto.
There’s been a lot of interest in prop firms lately as traders look for more efficient ways to leverage their capital. The problem is most “crypto” prop firms are still forex models repackaged for crypto.
A friend of mine just launched SizeProp, built like a crypto exchange that pays traders, with no personal trading deposits required. Let me explain 🧵
1. Crypto-Native
Most prop firms:
- Built for forex
- Use MT4/MT5
- Crypto is treated as CFDs
- Bank-dependent payouts
- Long processing times (Bank wires, etc.)
SizeProp:
- Built exclusively for crypto
- Trades crypto perps (BTC + altcoins)
- Custom in-house terminal (no white label)
- Designed to feel like a Tier-1 exchange
- Wallet-based 24/7 USDT payouts
This matters because the UX, rules, and payouts match exactly how crypto operates.
2. Capital Access
Normal exchange:
- Trading $100k size often requires extreme leverage
- Risk is concentrated on personal capital
With SizeProp:
- Trade $25k–$200k account sizes
- One-time challenge fee
- No personal trading capital deposited
- Risk is capped and predefined
This lowers emotional pressure and allows traders to focus on execution, not survival.
Summary ✍️
SizeProp is built for actual crypto traders on an exchange-style platform with simple rules. No consistency traps, no minimum days, no time limits. Trade well and get paid up to 95%, with 24/7 USDT payouts straight to your wallet.
This model makes a lot of sense as traders look for more efficient ways to deploy capital. If you're interested in trying it out, I have my ref link below (you don't have to use it):
https://t.co/4gh97TbJ6C
If you're from the US, you can sign-up for early access and get 50% off your first challenge when US launches within 7-10 days. Before you start, make sure you have a strict strategy in place and manage risk appropriately 🤝
AVAX One (NASDAQ: AVX) has launched its first public validator node on Avalanche, enabling staking delegation and active participation in network security.
The move shifts AVAX One from a passive $AVAX holder to an institutional validator, using enterprise-grade cloud infrastructure to generate revenue via validation fees and delegation rewards.
The launch reinforces Avalanche’s growing institutional traction, alongside pending staking enabled AVAX ETF proposals from VanEck, Bitwise, and Grayscale.
Very interesting chart from KKR’s 2026 outlook showing that capital-light businesses have outperformed capital-intensive businesses over the last 35 years.
I'm not a buyer yet, but if I were to be a buyer, imo the areas to watch for $BTC are:
~$80K: Nov '25 low, local low of this "bear"
~$74K: April '25 low, Tariff Tantrum low, just below $MSTR's cost basis (~$76K)
~$70K: Top of $50-70K range, near '21 high
~$58K: 200W SMA & on-chain cost basis (RV = ~$56K)
~$50K & below: bottom of the weekly range below, psychological, below this number you would see "death of BTC" calls once again
Importantly, I don't care what happens. If we rally from here, I'll ride what I have and diversify my portfolio, if we fall apart I'll buy more $BTC & select cryptoassets.
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