BlitzVV

DeFi/Cryptos, TMT, black swans... and other interests

[BlitzVV @VirginieVacca]

@XSeyvion @Cointelegraph Nice 👌

[BlitzVV @VirginieVacca]

I would tend to agree - even though it doesn’t take a phd to spread this kind of FUD: cybersecurity threat (all IT Systems concerned but the payoff is higher for cryptos, so more attractive) and eventually AI fighting for its own survival (some were already caught mining BTC, how long till they steal it ?). +where is the bitcoin roadmap and who is in charge ?🤔

[BlitzVV @VirginieVacca]

@Cointelegraph I heard that a few times…

[BlitzVV @VirginieVacca]

And I thought Marc Rebillet was the big deal 🤣

[BlitzVV @VirginieVacca]

@TheTranscript_ The gift that keeps on giving 😍

[The Block @TheBlockCo]

THE BLOCK: Spot HYPE ETFs saw $5.86 million in net inflows on Thursday, the largest single-day inflow since July 6.

hyperliquid:native surged earlier this week after President Donald Trump said the CFTC is working to bring Hyperliquid to the US in a "fully compliant" fashion.

[Hyperliquid Policy Center @HyperliquidPC]

Hyperliquid.

[Not Jerome Powell @alifarhat79]

Bitcoin just hit 69,000. This means it’s going to $1 million next. See chart below:

[Stern Drew @SternDrewCrypto]

🚨 The Bond Market Just Broke: Japan Dumps $26 Billion in Treasuries While America Is Buying Back Its Own Bonds

Today, the US Treasury admitted the long end of the bond market is broken. Nobody wanted the 10-year, 20-year, or 30-year debt. The 30-year yield just slammed into its highest level since 2007 (peaking near 5.33%).

So what did they do?

They announced they’re AT LEAST DOUBLING their liquidity buybacks of those exact long-term bonds, from a $2 billion max per operation to $4 billion+ starting September 9.

They’re literally borrowing short-term money to buy back their own long-term debt. Classic desperation move. Bond prices spiked, yields crashed 9-10 bps, and futures ripped higher the second the news dropped.

Meanwhile Japan, still the #1 foreign holder of US Treasuries is dumping them to fund currency interventions.

The BoJ and finance minister threatened of bold actions to save the yen. BoJ’s Yuto apologized for the measures being prepared.

June data just showed Japan cut holdings by another $26.4 billion (down to $1.117 trillion).

That follows the massive joint US-Japan yen-buying intervention in late July that burned tens of billions of dollars trying to stop the yen from hitting 40-year lows near 164. The yen has already given back more than half those gains and is back above 159.

When the biggest foreign buyer is selling Treasuries to defend its own currency… and the US government is forced to step in and buy its own unwanted long bonds… this isn’t “market support.” This is the system flashing red.

The famous City Of London banker @LordBelgrave had already warned about the planned debt, oil + currency financial crisis at the start of the year. It is now being executed.

Yields are the gravity of everything, your mortgage, stocks, crypto, gold. The can just got kicked harder and farther. Don’t look away.

[BlitzVV @VirginieVacca]

@alifarhat79 Dalaï-lama!

[TFTC @TFTC21]

U.S. Bitcoin merchant adoption keeps growing.

This is what you should be paying attention to.

[BlitzVV @VirginieVacca]

It’s so over

[Jim Cramer @jimcramer]

We told people to sell gold on Monday, I reiterate that call as it has become a total spec/meme Bitcoin replacement, TRIM

[BlitzVV @VirginieVacca]

Interesting indeed

[James S @Snapcrackle]

The @a16z report is super interesting. My favorite slide:

Developing countries account for the majority of actual on-chain activity through mobile wallet usage.

Countries like India, Nigeria, Indonesia, and Argentina collectively represent over 50% of monthly active mobile crypto wallet users, suggesting these populations are using crypto for real transactions rather than just trading.

[BlitzVV @VirginieVacca]

@alifarhat79 God Bless Peter Schiff 🥹 Better than Cramer!

[BlitzVV @VirginieVacca]

3rd day in a raw of BTC appreciation vs gold (+7% today), dead cat bounce or trend reversal ? 🍿

[BlitzVV @VirginieVacca]

Very interesting! Gold -5% / BTC +5%

[BlitzVV @VirginieVacca]

@PeterSchiff You are probably right Peter but for now we are very focused on regional banks and funding gaps in AI 🍿

[BlitzVV @VirginieVacca]

About time....

[Goku 🗞 @Crypto__Goku]

🚨 Le CEO de CryptoCom appelle les régulateurs à enquêter sur les exchanges après des liquidations de près de 20 milliards de dollars.

Selon lui, les régulateurs doivent déterminer si toutes les transactions étaient équitables, si les prix et les indices ont fonctionné correctement, si les plateformes ont délibérément ralenti les échanges.

Il a également pointé du doigt les possibles insiders et manipulations à l'intérieur même des exchanges crypto.