😉

Poledancer🩵

[Palantir @PalantirTech]

Palantir Dev Tier is now available in Germany.

Germany, let's get building.

https://t.co/tBIT5lszVP

[Gary Cardone @GaryCardone]

This is getting increasingly concerning.

You peeps understand this gets worst before it gets better right? You are being imprisoned!

Turin Italy,
London UK
Ireland
Germany
France

All in major chaos, Opposition is Illegal

Neocons will terminate all opposition and form a European Prison, to capture EU and turn 300 million people into rats fighting over free cheese.

[Bitcoin News @BitcoinNewsCom]

NEW: Bitcoin 🐳 whale wallets (1K-10K BTC) have increased to 1,993, the highest level since December 2024, suggesting a potential uptick in investor confidence, according to Santiment.

[Senator Cynthia Lummis @SenLummis]

Great reminder as tax season approaches that this is what Joe Biden and the Democrats wasted your taxpayer dollars on.

Glad that @epaleezeldin is on the job and shutting down this museum of wasted money.

[Peter Schiff @PeterSchiff]

MSTR now holds 528,185 BTC that it purchased at an average price of $67,468. With Bitcoin at $82.5K, $MSTR has an unrealized gain of just 22%. Each time @Saylor bought Bitcoin, had he just bought gold instead, the total unrealized gain would be far greater. How about them apples!

[Nic @puckrin]

One Bitcoin catalyst. Full send. Valhalla or bust.

In 2024–2025, Bitcoin has continued to move with equity markets—often mirroring the S&P 500 or Nasdaq during macro events, behaving “as a ‘risky asset’ with limited diversification benefit.

VanEck CEO Jan van Eck lamented that “Bitcoin has had a high correlation with the Nasdaq over the last six months… If you look at ten-year correlations, they are almost zero, which is really what diversification should be.”

Recent data even showed BlackRock’s IBIT running ~70% correlated with the Nasdaq 100 – a level reached only rarely – underscoring that macro forces are still shaping Bitcoin’s short-term moves, much like tech stocks

So, why can’t Bitcoin seem to shake the correlation to equities?

Essentially, both are heavily influenced by liquidity conditions and the same pool of institutional investors, who treat it as a high-risk asset tied to rate shifts and overall market sentiment. Plus, it’s still relatively new and viewed as speculative, so in times of stress, investors often sell it just like they would sell equities.

Decoupling Prospects? The views are mixed.

Whether Bitcoin will break its equity correlation and trade more like a true hedge in the future is a hot debate. Some analysts are optimistic that decoupling will come as the asset matures, while others say it might require a “shock” scenario or policy regime change to materialize.

Macro analysts keep circling the same possible triggers:

▶️ Recession & Fed Easing
▶️ Extreme Geopolitical or Currency Crises
▶️ Policy Shifts & Adoption by Institutions

But this is what caught my eye:

Senator Lummis has drafted a plan directing the Treasury to “revalue Federal Reserve banks’ gold certificates to reflect fair market value, then have the Fed remit the profit to the Treasury for the Bitcoin reserve.

In effect, this is a clever accounting maneuver that simply recognizes the true value of existing gold would create a windfall in dollars.

This revaluation could effectively generate a $700–800 billion TGA credit (Treasury General Account deposit). And—Lummis’s bill proposes to use a chunk of that unrealized gain to fund the Bitcoin purchases 🚀

Now—that’s a trigger if I ever saw one.
Now—that’s a “shock scenario” if I ever saw one.

[Strategy @Strategy]

Strategy has acquired 22,048 BTC for ~$1.92 billion at ~$86,969 per bitcoin and has achieved BTC Yield of 11.0% YTD 2025. As of 3/30/2025, we hodl 528,185 $BTC acquired for ~$35.63 billion at ~$67,458 per bitcoin. $MSTR $STRK $STRF

https://t.co/qbeAVthyQw

[₿IRB @crypto_birb]

Historically, we “should” fly next quarter

[Bitcoin News @BitcoinNewsCom]

To rank among the top 10 corporate Bitcoin holders, you’d need over $300 million worth at today’s prices.

Via @HODL15Capital

[Tuur Demeester @TuurDemeester]

But surely bitcoin couldn’t possibly reach new highs… 😄

[Michael Saylor @saylor]

Don’t be a fool. Buy Bitcoin.

[Thomas Young @tomyoungjr]

The Rise of the Intuitive Class

An interesting phenomenon is emerging around Bitcoin adoption tied directly to personality types.

Data suggests that intuitive (N) and especially introverted-intuitive (IN) types are disproportionately adopting Bitcoin early in its lifecycle.

Consider if Bitcoin's price skyrockets—north of $500,000 within a few years.

Suddenly, the holders (primarily INTJ, INTP, INFJ, etc.) find themselves significantly wealthier - relative to others - and potentially shifting societal wealth and power dynamics from more traditional personality types (ISTJ, ESFJ, ESTJ) to this newly empowered "Intuitive Class."

A few intriguing questions arise:

☑️How would societal priorities shift if wealth moves towards individuals who inherently question authority and favor decentralization?

☑️Could this wealth transfer accelerate systemic change toward decentralized governance and privacy-first policies?

☑️What happens to traditional institutions when those least comfortable with conventional structures suddenly hold substantial economic power?

Here's a snapshot (attached) showing personality distributions and Bitcoin adoption. A new era of societal dynamics might be closer than we think.

The chart indicates that only about 25% of the population have a personality tyoe conducive to Bitcoin adoption.

Wealth shifts power—how might a 10x rise in Bitcoin reshape societal structures and norms?

It is something to think about.

If this interests you, follow, comment, and share how you personally see this shift impacting society. I'll explore some future scenarios in upcoming posts.

[Fred Krueger #BIP-110 @dotkrueger]

Buy Bitcoin.

[Will @WClemente]

At the same time that stocks are the highest % of household wealth ever, the top 10% of earners (that again, have more of their NW in stocks than ever) now account for half of all spending.

The stock market and the economy are more reflexively intertwined than ever.

[Peter Schiff @PeterSchiff]

The best buys right now are the gold mining stocks. They are being dragged down by the selling of risk assets in the stock market, as the value of their gold reserves and future income streams are rising sharply from safe-haven gold buying. The future has never looked brighter.

[Nic @puckrin]

CME gap closed ☑️

[Gary Cardone @GaryCardone]

Pay attention dads moms.

[Raoul Pal @RaoulGMI]

Your weekly macro setup—enjoy!

[₿IRB @crypto_birb]

In Q2 I’m looking up

[Senator Cynthia Lummis @SenLummis]

Get me to God’s country