Arif

[Benjamin Cowen @benjamincowen]

My outline for #Bitcoin:

2019-2020: Accumulation
2021-2022: Uptrend
2023-2024: $BTC @ $100k
2025-2026: Bear Market
2027-2028: Accumulation
2029-2030: Uptrend
2031-2032: $BTC @ $300k-$500k
2033-2034: Bear market
2035-2037: Accumulation
2038-2039: Uptrend
2040-2042: $BTC @ $1M

[CoinGecko @coingecko]

Top 9 Governments by Bitcoin Holdings

🇺🇸 United States - 325K BTC
🇨🇳 China - 190K BTC
🇬🇧 United Kingdom - 61K BTC
🇰🇵 North Korea - 14K BTC
🇧🇹 Bhutan - 11K BTC
🇦🇪 United Arab Emirates - 6.3K BTC
🇸🇻 El Salvador - 6.3K BTC
🇻🇪 Venezuela - 240 BTC
🇫🇮 Finland - 90 BTC

[Sei @SeiNetwork]

Sei offers the lowest transaction fees across major blockchains.

Fees are 10× lower than Sui and ~30× lower than the next-fastest EVM chain.

For global enterprises and high-frequency systems,
cost-efficient infrastructure is a core requirement. Sei delivers it at scale.

[Elon Musk @elonmusk]

Accurate

[Mr. Anderson @Truecrypto]

The irony of markets is that most traders turn bearish right before it’s time to be bullish.

Impatience feels like logic, until it costs you everything.

The patient trader knows the game isn’t about guessing direction, it’s about waiting for the market to reveal it.

When trends are clear, skill wins. When markets are choppy, patience does.

While others get chopped up chasing noise, the patient trader watches quietly, studies flow, and waits.

Then, when the directional bias finally shows its face, he’s not bruised, biased, or broke.

He’s ready to collect what the impatient left on the floor.

[Sei @SeiNetwork]

• BlackRock — The world’s largest asset manager with $12.5T AUM, and a pioneer of the tokenization of money market funds and crypto exposure through ETFs.

• Apollo — A $650B alternative asset manager and one of the most prominent names bringing private credit onchain.

• Hamilton Lane — A global private markets leader with $857B AUM, pioneering tokenized private credit funds.

• Brevan Howard — A $26B hedge fund recognized for its macro strategies and early institutional forays into digital assets.

• Nomura / Laser Digital — Nomura, a $640B Japanese financial giant, is expanding its digital asset presence through Laser Digital’s tokenized carry fund.

• Securitize — The $4B tokenization platform behind BlackRock’s BUIDL fund, enabling compliant issuance of RWAs.

• Circle / USDC — The $37B issuer of the world’s leading regulated stablecoin with over $75B in circulation, enabling seamless institutional capital flows onchain.

• Ondo Finance — A $1.6B pioneer in tokenized Treasuries and stocks, opening access to U.S. assets globally.

• KAIO — A tokenization infrastructure provider enabling institutional fund issuance and distribution.

These are the institutions shaping the next era of global finance.

And they settle on Sei.

[EigenCloud @eigencloud]

EigenCloud = ENDGAME 🎯☁️⁣
⁣
EigenCloud is for AI⁣
EigenCloud is for A2A⁣
EigenCloud is for DeFi⁣
EigenCloud is for zkTLS⁣
EigenCloud is for RWAs⁣
EigenCloud is for DeFAI⁣
EigenCloud is for DePIN⁣
EigenCloud is for Agents⁣
EigenCloud is for Rollups⁣
EigenCloud is for Oracles⁣
EigenCloud is for Bridges⁣
EigenCloud is for Identity⁣
EigenCloud is for Storage⁣
EigenCloud is for Payments⁣
EigenCloud is for Stablecoins⁣
⁣
EigenCloud is for CRYPTO ⁣
EigenCloud is for EVERYTHING

EIGEN

[Ethereum @ethereum]

Ethereum is for shipping.

Here are 27 things the ecosystem launched, executed, and upgraded during the last few weeks.

0/ @OndoFinance launched Ondo Global Markets on @ethereum with 100+ tokenized U.S. stocks & ETFs. Having more traditional assets onchain means better liquidity, price discovery, and composability for builders.

1/ @PudgyPenguins launched the Pudgy Party mobile game app on iOS and Android, globally, expanding NFT IP to mainstream audiences.

2/ @AragonProject and @MetaLeX_Labs launched a new kind of onchain entity. BORGs are no-code, programmable legal entities that bridge the worlds of code & law. BORGs give onchain communities and DAOs new ways to interface with traditional legal structures.

3/ ChinaAMC, a major asset manager, launched on Ethereum. Institutional issuance on open standards increases liquidity and composability across the ecosystem.

4/ The Fusaka upgrade was successfully deployed to the Holesky testnet, marking the next milestone towards mainnet. Fusaka will support greater scale for Ethereum and L2s, while maintaining security and decentralization.

5/ @freedomfactory started shipping dGEN1, a mobile device built on Ethereum. It features a built-in non-custodial wallet, a native light client, xmtp messaging and native signing, so paying, minting, and using dapps works out of the box.

6/ Stablecoin transfer volume on @ethereum surpassed $5T in Q3 '25, an all-time high.

7/ Layer 2 (L2) networks on Ethereum processed 25M transactions in a single day, an all-time high.

8/ Ethereum L2 @Worldcoin hit 16M verified users on their platform, an all-time high.

9/ Stablecoin supply on @Arbitrum One reached $9B, an all-time high.

10/ The @Aave protocol now holds more assets than the 36th largest bank in the United States.

11/ @Artblocks_io artists have raised a total of $50M+ from their work for charity. Showing how culture, transparency, and impact can be supported by open protocols.

12/ In partnership with @Securitize, @FGNexusio announced it will be the first NASDAQ-listed company to bring dividend-paying preferred equity $FGNXP fully onchain and on Ethereum.

13/ In collaboration with Ethereum L2 @Base and @Coinbase Ventures, @YCombinator announced ‘Request for Startups: Fintech 3.0’ to support the next era of finance onchain.

14/ @Gizatechxyz, in partnership with @Pendle_fi introduced Pulse, the first agent that autonomously optimizes your PT portfolio.

15/ @Celo mainnet executed the ‘Ice Cream’ hardfork, activating @eigencloud’s EigenDA v2, reducing confirmation latency, improving performance, and paving the way for OP Succinct Lite integration.

16/ @AmericanExpress rolled out in-app passport stamps on @Base, giving travelers new ways to collect, own, and share their journeys.

17/ DeFi lending is actively rolling out on @Coinbase, powered by @MorphoLabs and @SteakhouseFi and running on @base. Coinbase users can lend their USDC and earn onchain, transparent, and trustless yields.

18/ @PrimeIntellect launched Reserved Instances, offering a way to pre-book guaranteed GPU capacity. Predictable compute offers faster ZK proving and onchain AI, pushing L2s toward real-time and safer apps.

19/ @YunfengGroup purchased 10,000 ETH as a ‘reserve asset’, strengthening network neutrality, and supporting the adoption of onchain finance in Asia.

20/ @OctantApp, in partnership with the @EthereumFndn Funding Coordination Team, selected 30 onchain creators to provide $1M in total funding to. The ecosystem will be able to vote on how funds are allocated.

21/ @Cloudflare launched x402 Foundation in partnership with @Coinbase, with support for x402 transactions.

22/ $1.3B was streamed onchain with @Superfluid_HQ, 2x what it was just ~1 year ago.

23/ @Safe hit 600M+ transactions, a milestone for self-sovereignty and programmable ownership.

24/ Ethereum saw ~$2.5B worth of tokenized gold, demonstrating that real-world assets (RWAs) are moving to Ethereum.

25/ In 9 months, @ether_fi Cash issued 11,280 cards and processed $38M across ~410k transactions.

26/ @Krakenfx announced that xStocks are coming to Ethereum via @xStocksFi, unlocking a new wave of opportunities for tokenized stocks and ETFs to be integrated across the network.

[CZ 🔶 BNB @cz_binance]

Not predicting the future. And don't get too excited.

A September in a past (my first) crypto cycle. Just data. 🤷‍♂️

[CZ 🔶 BNB @cz_binance]

Take a break from #Aster and #BNB. Do one of these.

My goal is a proper planche before age 50. Can't do it yet. Just starting... 😅

Health is wealth. 💪

[Usopp @Usoppu]

September airdrop szn has been good to me

+ $6700 so far in Sep 🙏

Falcon ✅
Portal ✅
Union ✅
Bless✅
Reservoir ✅
Zama✅
Chainbase ✅
Huma Finance ✅
Hemi ✅
Avantis ✅
Linea ✅
Openledger✅
Cookie✅
Derive✅
Dolomite✅
LiveArt✅

What projects were you✅for?

[Michael Saylor @saylor]

Ignore the ₿ears

[Robert Kiyosaki @theRealKiyosaki]

RICHDAD $ LESSON:

Q: Does money make you rich?

A: NO: In most cases money makes people and countries poorer.

Take extreme examples of college sports stars who join a pro team earning Millions. Records show that 65% are bankrupt 7-years after retirement.

The same is true for lottery winners.
Millions of $ made them poorer.

Then take the average working person, let’s say a waiter in America may easily earn $35k a year for 50 years equals $1.75 million… and die poor.

Q: Why does this happen?

A: Possibly poor parents and poor financial education taught by highly educated poor teachers like my poor dad in school.

GOOD NEWS: seek out rich teachers and friends….like my rich dad advisors, all who wrote books for active students about money, hardships, mission driven businesses, and successful entrepreneurship….people just like you.

Why win the lottery and go broke or why work all your life….only to end up poor?

You are much smarter than that.

Take care.

[Waqar Zaka @ZakaWaqar]

using my computational finance framework with monte carlo bootstraps across 100k path iterations and stochastic discounting (accounting for dollar liquidity, us fed policy and global credit cycles), bitcoin’s structural trajectory remains statistically consistent with prior halving cycles. post-april 2024 halving the stochastic projection aligns with an exponential regression channel targeting 150k+ with 63 percent probability, November is when I will book my profits and exist. current consolidation at 113k reflects a short term dislocation from adverse us ppi data, which historically increases downside volatility by 8 to 12% before mean reversion. macro liquidity lag is delaying the breakout, but probability density functions across weekly returns continue converging toward the upper bound of the green profit zone. risk adjusted sharpe metrics still favor a long biased allocation with conditional drawdown risk capped near 100k, provided no regulatory crackdown, etf failure, macro credit crisis or other black swan shock. #bitcoin #btc #computationalfinance

[Robert Kiyosaki @theRealKiyosaki]

Stock market crash indicators warning of massive crash in stocks.

Good news for gold, silver, and Bitcoin owners.

Bad news for Baby Boomers with 401 k.

Take care.

[Robert Kiyosaki @theRealKiyosaki]

“YOU’RE FIRED:” When President Trump promised to make the US the CRYPTO Capital of the planet….he not only made good this threat to fire Fed Chairman Jerome Powell…. He also fired the Marxist FED.

Good-bye Federal Reserve Bank.

[Whale Insider @WhaleInsider]

JUST IN: BlackRock buys 33,237.72 Ethereum worth $85.4 million.

[WLFI @worldlibertyfi]

🇺🇸 On this Independence Day, we’re making history.

The proposal to make $WLFI tradable is now live. Crypto is coming home — and there’s no better day to let freedom ring.

Happy 4th of July from your friends at WLFI and from the new crypto capital of the world. 🌎

🦅 ☝️

https://t.co/fOu7f4gyuO

[Brian Armstrong @brian_armstrong]

The world needs crypto, now more than ever.

- Debt is growing exponentially
- Inflation is crippling entire nations
- Economic freedom is declining

It’s time to increase economic freedom globally, with crypto.

Here's how we’re making it happen at Coinbase🧵↓