Paul Dalziel

Private perspectives on global markets, capital flows, and strategy. Where geopolitics meets investment discipline. #GlobalMarkets #Macro #Strategy

[Bitcoin Thanos @BitcoinThanos]

$103K, Bitcoiners right now:

[Paul Dalziel @PDLBTC]

Are Bitcoin OGs cashing out 👀

• BTC < $104K
• Over $186M in ETF outflows
• Early whales move thousands of BTC to exchanges

Profit-taking season or start of a deeper correction?

#Bitcoin #BTC

[Paul Dalziel @PDLBTC]

#Microsoft just inked a $10B partnership with #IREN, locking in #AI infrastructure (+#Nvidia chips) through 2030.

The ex-Bitcoin miner’s stock jumped +20%.

With hyperscalers set to spend $380B+ this year on #datacenters, AI compute is quickly becoming the new pivot.

#Bitcoin

[Paul Dalziel @PDLBTC]

Chevron & ExxonMobil beat earnings Friday, a win for Buffett’s oil bets

Exxon’s now beaten forecasts six quarters straight, profiting even if oil drops below $35/barrel. Chevron pulled $3.5B profit vs $3.2B expected

Berkshire reports earnings Saturday.

#Exxon #Chevron #Buffett

[Paul Dalziel @PDLBTC]

@piersmorgan The ***ist formally known as Prince

[Paul Dalziel @PDLBTC]

1. Peace for 12 months.
2. Rare earths flow.
3. Inflation cools.
4. Risk assets breathe.
5. Bitcoin chills then likely rallies when the next geopolitical storm hits. 🌏⚡

#Macro #Bitcoin #Markets #Geopolitics #Commodities

[Paul Dalziel @PDLBTC]

US/China just called a 12-month truce on tariffs.
Markets cheer. Commodities breathe. Bitcoin pauses.
Let’s break down what it means, and why it matters for $BTC, $DXY, and global risk appetite 👇
#Macro #Markets #BTC

[Paul Dalziel @PDLBTC]

Implications for $BTC:

Short: Reduced geopolitical risk, mild USD strength ($DXY ↑) Bitcoin consolidates.

Medium: Improved global liquidity & risk-on sentiment, tailwind for $BTC and tech.

Long: When the truce ends, renewed trade tension = higher demand.
#Crypto #FX #DXY

[Bitcoin Archive @BitcoinArchive]

JPMorgan CEO Jamie Dimon said Bitcoin is a fraud and a Ponzi scheme in 2024

JPMorgan now lets institutional clients use Bitcoin as collateral 🤔

[Paul Dalziel @PDLBTC]

US govt stakes quantum: links to @IonQ_Inc, @rigetti & @dwavequantum

Quantum isn’t sci-fi anymore it’s the next arms race.

AI + Quantum = exponential power.

#QuantumComputing #AI #TechNews #IonQ #Rigetti #DWave #CHIPSAct #DeepTech #Investing #ArtificialIntelligence #USGovt

[Paul Dalziel @PDLBTC]

@PeterSchiff Well lets hope so, because when that happens the world is going to go all in on #BTC

[Paul Dalziel @PDLBTC]

@rajatsoni Like FIAT you mean?

[Paul Dalziel @PDLBTC]

Markets clear. Builders build. Treasuries accumulate.

The storm passes, but #Bitcoin endures.

Follow @MelanionBTC for updates on our Treasury strategy and how we’re redefining institutional Bitcoin adoption in Europe.
#BTC #Crypto #BitcoinTreasury #Melanion #BullishOnBitcoin

[Paul Dalziel @PDLBTC]

We stay compliant.
We stay disciplined.
We stay Bitcoin-focused.

Because the next chapter in corporate finance will be written by companies that hold Bitcoin as a strategic reserve asset.
#BitcoinTreasury #BTC #CryptoFinance #DigitalAssets #Melanion