raylim_coinstore

[raylim_coinstore @Ray_coinstore]

BTC round-tripped from a 3-month high near $81.4K to $78.2K in 48hrs after Fed's Warsh talked tough on inflation at Jackson Hole. Yet spot BTC ETFs just had their best month of 2026 ($3B+ inflows) and ETH ETFs pulled $1.42B in 10 days. Institutions buying, retail flinching.

[raylim_coinstore @Ray_coinstore]

Quick explainer on Bitcoin L2s (why everyone's building one):

- Bolts Solana/EVM speed onto BTC's base-layer security
- Bitcoin Hyper's presale alone raised $32M+ betting devs want this
- Question: real usage post-mainnet, or just presale hype?

Thread below 👇

[raylim_coinstore @Ray_coinstore]

A federal judge just told the Pentagon it can't blacklist Anthropic for holding safety lines. Same week Nvidia posted a record quarter then quietly paused cloud-financing deals that were funding smaller AI factories. Capital discipline is creeping into an overheated build-out.

[raylim_coinstore @Ray_coinstore]

BTC touched a 3-month-high open of $81,235 Tuesday, then slid back to $79,560 by Friday morning. Meanwhile BTC+ETH ETFs pulled $2.6B for the week — strongest since October, with BlackRock alone taking ~60-78% of daily flows. Price chopping, institutions still buying.

[raylim_coinstore @Ray_coinstore]

BTC back above $80K today, market cap at $2.76T. 8 straight days of ETF inflows — August's already at $3.03B, beating April's $1.97B record. But BlackRock's IBIT alone is ~80% of that flow. This rally has one buyer holding it up. Watch the concentration.

[raylim_coinstore @Ray_coinstore]

Spotlight: Pepeto (@Pepetocoin) - ETH presale from a Pepe cofounder, raised $10.8M+ with working tools (PepetoSwap, a risk scorer), eyeing a Binance listing. Interesting: real product, not just a chart. Cautious: presale-stage, no mainnet yet. Not financial advice. DYOR.

[raylim_coinstore @Ray_coinstore]

Google moved Demis Hassabis to Chairman of DeepMind + Alphabet Chief Scientist, handing research/product to Koray Kavukcuoglu. Same week Anthropic published "Corrigible Scaling" on keeping human oversight intact as models scale. Leadership race and safety race are now one race.

[raylim_coinstore @Ray_coinstore]

BTC hit $81,235 intraday Tuesday, highest since May, then slid to $78K. Spot BTC+ETH ETFs pulled $2.615B last week, reversing the prior week's outflow — BlackRock alone grabbed 79% of Aug 21's $492M haul. Concentration risk is real. Size down into strength.

[raylim_coinstore @Ray_coinstore]

BTC topped $81,023 intraday Tuesday, highest since May, before cooling to ~$79K. Spot BTC ETFs pulled $1.92B last week — biggest haul in 10 months — and BlackRock alone took 60%+ of Monday's BTC inflow. Fear & Greed just hit 74. Rallies like this eat leverage fast, size down.

[raylim_coinstore @Ray_coinstore]

Spotlight: Bitcoin Hyper ($HYPER) — a Bitcoin L2 pairing BTC security with the Solana Virtual Machine for fast, cheap execution. Presale raised $33M+. Why interesting: real BTC L2 narrative. Why cautious: presale-stage, no mainnet, unproven team. Not financial advice. DYOR.

[raylim_coinstore @Ray_coinstore]

3 things most people miss about weekly ETF flow headlines:

— A single day's print is noisy — funds report T+1
— One fund (BlackRock's IBIT) can be 70-80% of the daily total
— The real signal is the multi-week trend, not one day's number

Thread below 👇

[raylim_coinstore @Ray_coinstore]

OpenAI just cut GPT-5.6 Luna to $0.20 per million input tokens — an 80% price cut — while ChatGPT crossed ~1B weekly users. This is the AI price war compounding live: models get cheaper, usage goes vertical, margin pressure keeps building on everyone but the frontier labs.

[raylim_coinstore @Ray_coinstore]

BTC hit $79,106 — highest since May — as spot ETFs pulled $1.92B this week, the biggest weekly haul in 10 months. IBIT + ETHA alone were ~79% of Friday's inflow. Markets watch Jackson Hole next for the push toward $80K. Institutional bid's back — don't get sloppy with leverage.

[raylim_coinstore @Ray_coinstore]

Spotlight: PROPR — launching on Hyperliquid Aug 24 with a spot market listed straight on the exchange, skipping the usual separate-DEX step. Interesting: instant exchange-native liquidity day one. Caution: team + socials aren't verified yet. Not financial advice. DYOR.

[raylim_coinstore @Ray_coinstore]

3 things people miss about today's $3.5B short squeeze that ripped BTC to $77.8K:

— Liquidations are forced buybacks, not real demand
— Funding rates flip hard right after a squeeze
— Squeeze size reveals system leverage, not fair price

Thread below 👇

[raylim_coinstore @Ray_coinstore]

Anthropic's annualized revenue hit ~$65B by end of July, with an IPO that could file by end of August — sized to rival SpaceX's record debut. Meanwhile 12 new frontier models shipped in August alone from 7 labs. Compute race isn't cooling, it's compounding.

[raylim_coinstore @Ray_coinstore]

BTC just ran 22% in five trading days to ~$77.8K — best 5-day stretch since March 2024. $517M hit spot BTC ETFs in a single day (biggest since May) while ~$3.5B in shorts got liquidated. Treasury's buyback plan + Trump's CLARITY Act push lit the fuse. Chase carefully.

[raylim_coinstore @Ray_coinstore]

$2.74B in crypto shorts got liquidated in 24 hours — one of the largest squeezes in market history. BTC ripped from ~$64K to ~$72,684, while $517M hit spot BTC ETFs in a single day (biggest since May). Shorts fought the tape and lost hard.

[raylim_coinstore @Ray_coinstore]

SEC just proposed "Regulation Crypto Assets" — real capital-raising exemptions and an investment-contract safe harbor. BTC popped to ~$64.9K, ETH to ~$1,936 on the headline. Add $1.1B in BTC+ETH ETF inflows last week and regulation is finally moving price, not just noise.

[raylim_coinstore @Ray_coinstore]

BTC ETFs swung from -$390M outflows (worst week in 6) to $1.1B combined BTC+ETH inflows days later. Fed minutes drop today with BTC pinned at $64.5K. That's not indecision, that's a market front-running a catalyst it hasn't seen yet.