Santo Souza

Surfing and looking for the best waves in the world, inbetween advancing my crypto skills.

[Santo Souza @SatoshiSanto]

@randgroup Reminds me of the $LINK staking setup. Everyone watching the token price go sideways while the underlying network activity quietly broke out. Equities front running spot is the same trade, different asset.

[Santo Souza @SatoshiSanto]

GM everyone ☀️

Well, for $62,873 at least 👀

[Santo Souza @SatoshiSanto]

@randgroup @FrankAFetter Im going against that, we not touching $50k

[Rand Group @randgroup]

Patience, the Bitcoin bottoming process it's still loading. You already know what's next

Source: @FrankAFetter

[Rand Group @randgroup]

The $BTC monthly RSI it's sitting at the second lowest it has ever been

Source: @FrankAFetter

[Santo Souza @SatoshiSanto]

@randgroup Old whales been in the game for long enough

[Santo Souza @SatoshiSanto]

@RR2Capital Hopefully over soon

[Santo Souza @SatoshiSanto]

@richardseiler @CoinDesk From billions to trillions
https://t.co/QVfzahtbCf

[Mavryk Network | Tokenizing $10B in RWAs @MavrykNetwork]

The RWA market is on a trajectory from ~$25B today to $30T+ by 2034.

McKinsey: $1.9–4T (2030)
Citi: $2.7–8.2T (2030, base $5.5T)
ARK: $11T (2026)
BCG × Ripple: $9.4T (2030) → $18.9T (2033)
Standard Chartered: $30.1T (2034)

That's 100x growth in a decade.

What this means:
→ Institutional capital inflow accelerating
→ Infrastructure is becoming the bottleneck
→ Early builders have a massive advantage

The institutional evidence is already here:
- BlackRock's BUIDL fund nears $2B AUM and is being used as DeFi collateral
- JPMorgan's Kinexys has processed $1.5 trillion+ in tokenized transactions
- DTCC, NYSE, and Nasdaq are integrating tokenization into core settlement workflows

Mavryk's $14B+ pipeline is proof. The market's just warming up 🟠

Sources: McKinsey, ARK Invest, BCG, Standard Chartered, Citi GPS, BlackRock.

[Santo Souza @SatoshiSanto]

@randgroup No ceiling. Never was.

[Rand Group @randgroup]

The demand for intelligence has no natural ceiling, ZERO. Every time the price drops, entirely new use cases appear that didn't exist before. We saw this with bandwidth, storage, and compute... each one created markets x100 bigger than what they disrupted.

So what exactly are AI bears waiting for?

[Santo Souza @SatoshiSanto]

GM legends,

Four forces hit at once and none of them were small. Hawkish Fed. US-Iran strikes. Saylor selling.

Longest $BTC ETF outflow streak ever. The crash didn't happen to us. It was built. 💀

[Richard Seiler @richardseiler]

All eyes are on the SpaceX IPO on Friday

A lot of chatter going on around valuations

History will teach you that investing for the long term quite often will give you unprecedented results

Have you registered for the $135 SpaceX retail bid?

[Santo Souza @SatoshiSanto]

@richardseiler @Walmart @CocaCola @McDonalds @HomeDepot @nvidia @amazon @RR2Capital Very few have actually had the balls to HODL for that long

[Santo Souza @SatoshiSanto]

What nobody is actually contextualizing here: Anthropic was at $380B in February and is now at $965B. That is not normal valuation progression, that is a market pricing in an IPO supercycle before the gates open. SpaceX roadshow starts today, OpenAI filing H2. The rotation into pre IPO AI is the actual trade right now, and most people are watching $BTC chop instead. I know where I am focussed!

[Santo Souza @SatoshiSanto]

@randgroup Morning Rand

[Santo Souza @SatoshiSanto]

@richardseiler @SpaceX @OndoFinance @nvidia @HyperliquidX @Mantle_Official @worldnetwork @RAILGUN_Project @tether @RR2Capital Morning Richard

[Santo Souza @SatoshiSanto]

@richardseiler @SpaceX @RR2Capital SpaceX at 110x trailing sales is priced for decades of flawless execution, not just a good quarter.

[Santo Souza @SatoshiSanto]

@randgroup That should fix the problem

[Richard Seiler @richardseiler]

SpaceX at $2T and OpenAI at $852B are walking into a 60% loss rate

The historical base rate for IPOs three years post listing is brutal regardless of how loud the brand is at debut

[Santo Souza @SatoshiSanto]

@randgroup The three phases always hit in order but people only recognize them in hindsight. Shot across the bow feels like noise, price pain feels catastrophic, time pain feels infinite. Then it ends and everyone says they knew.