@VitalikButerin Agreed on privacy. Worth naming the other side too: public chains don't erase tracking, they formalize it once an address is linked to identity. CBDCs go further — programmable money a central authority can track or switch off. The real fight is who holds the ledger.
Crypto didn't kill privacy — it exposed the illusion of it. Public blockchains (BTC, ETH) are traceable forever once linked to your identity. CBDCs go further: programmable money a central authority can track, limit, or switch off. The real question: who holds the ledger?
@rektcapital The weekly close is the cleanest decision point here. Holding above $78.3k would improve structure; failing there keeps the bearish scenario active.
@glassnode@anti_fragile The $83–85k supply zone remains the key test. A clean loss of the emerging holder cluster would make the $75k area much more relevant.
30Y US Treasury yield: 5.25% as of Aug 14, 2026. 10Y TIPS real yield: 2.39% as of Aug 13, 2026. How are markets weighing nominal and real rates right now?
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