Spent my morning reading this recent speech from @SecScottBessent. It lays out a new and defining vision for America's role in the economy for the next 100 years. @elerianm calls it a "remarkably important speech."
Bessent organizes his vision around five principles. Principle 3 is, "America will write the rules of the next economy." He gives one example of what this means:
"Digital assets, stablecoins, tokenization, and new payment systems will help to shape the future of money. The United States should not consign itself to the sidelines while that future is built elsewhere."
If you've wondered how committed Washington is to making crypto succeed in the US, that tells you something.
Everybody's gonna call me insane BUT solana:So11111111111111111111111111111111111111112 from $60 to $600 this cycle
Last cycle it hit $297 on memes alone. that was the proof of concept
This time solana has memes, breakout consumer apps like CARDS, AND a real perps competitor to hyperliquid
https://t.co/G5ZPk8jTOi
Everyone wants to call tops and bottoms. I'm as guilty as anyone. Mainly to test your frameworks. Partly ego.
I called the 2022 Bitcoin bottom right. I called a top in September 2025, but not the definitive top. My thesis: a 30% correction, then a run to $170,000. The correction came. The continuation didn't. Now Bitcoin is in the bear. Everyone wants to call the bottom. Including me.
But there are two elements to investing: price and time. You can be right on one and completely wrong on the other.
The 2014-15 bear market is the reference. The price bottom came nine months before a clear trend reversal. Nine months of sideways while the signal appeared early. If you were right on price but couldn't hold through the wait, you were probably out before it mattered.
This is why a trend or momentum overlay earns its place. Not to identify the exact bottom, but to tell you when the market is ready to confirm one. In a potentially long bottoming process, that's the more valuable signal.
Today SPX6900 has been listed on both UpBit and BitHumb, the biggest exchanges in South Korea.
SPX6900 is expanding into all Countries and Continents.
EXTREMELY BULLISH.
A $3,000+ bounce off its 24-hour low of $61,336, did Bitcoin just wick down to a double-bottom capitulation, similar to the $59,000–$60,000 capitulation low from almost exactly four months ago?
If this $61,336 low holds and Bitcoin can reclaim $70,000, the odds of the bottom being in would rise significantly.
My conviction is building that there is going to be a massive capital rotation to crypto.
Not sure when it happens.
But it’s going to be shocking to many when it does.
Sad part is many crypto natives are rotating out and chasing the “latest thing” at the precise moment to double down.
Happens every bear market…
If you're a crypto holder, take 5 minutes to watch this video right now.
I think the post QT normalization dip I've talked about all year is almost over.
The S&P 500 is in price discovery, breaking all-time highs.
Bitcoin is down -40% from its high.
We've seen this exact picture before, and you're not going to like when...
December 2019! The S&P 500 in price discovery, new highs month after month. Bitcoin at that same moment was down -60%, looking terrible against traditional markets.
The link between both moments was post-QT normalization!
Crypto is the only asset class that has been doing nothing, and we are closer to a repricing than you think...
🚨 BITCOIN HAS COMPLETELY DISCONNECTED FROM THE GLOBAL MARKET RALLY.
Since October 2025, every major asset on earth is up. Bitcoin is down 39.56%.
KOSPI +126.70%
Silver +58.01%
Nikkei +34.92%
Nasdaq +21.52%
Russell +19.50%
Gold +13.04%
S&P +12.59%
Bitcoin -39.56%
Either something is broken at the core of the crypto market, or this is the biggest coordinated manipulation.
Congrats to @SuiNetwork on the launch. We're excited to see USDsui move between users with gasless transactions, removing friction and simplifying payment workflows.
Stablecoins are becoming core financial infrastructure.
The networks that remove friction win.
We believe $SUI just removed one of the biggest ones.
Exposure available via Grayscale Sui Staking ETF (Ticker: $GSUI).
https://t.co/ej4tnv6f3a
Sui Network just recorded a dramatic daily activity surge.
According to data from @chainspect_app, the @SuiNetwork L1 saw a +60% activity surge on the daily.
At time of writing, $SUI has seen some 4.38 million transactions in the past 24 hours, and boasts a block time of just 79 milliseconds.
It has outpaced still impressive growth from the likes of @SonicLabs and @waterfall_dag.
Is Sui Network set for an impressive 2026...?
Stablecoins are actually super cypherpunk.
CT has broken your brain on this.
The idea that anyone at any time, with just a mobile phone, can hold and send dollars instaneously to anyone in the world, no KYC, no nothing--that was literally the cypherpunk dream.
You can now enable Claude to use your computer to complete tasks.
It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.
Research preview in Claude Cowork and Claude Code, macOS only.