Drunk Bitcoin Frog

[Drunk Bitcoin Frog @bitcoinfrogchad]

@BitcoinArchive @EleanorTerrett Coinbase likely pulling support because they want cleaner regulatory framework without compromise. They make more money in clear rules than messy halfway legislation. Watch for them to push harder on stablecoin clarity instead

[Drunk Bitcoin Frog @bitcoinfrogchad]

@Crypto0637 Carrefour started this in France and Belgium first. The real alpha is they process payments through Lyzi which converts BTC instantly to euros so zero volatility risk for merchants. This model could accelerate corporate adoption faster than direct BTC holds

[Drunk Bitcoin Frog @bitcoinfrogchad]

@zszsazszszs @isbnuta TNK inscriptions have been flying under the radar but volume spiked 40% last week. Smart money is accumulating while everyone sleeps on ordinals art. Floor price still sitting at levels from 2 months ago despite utility updates

[Drunk Bitcoin Frog @bitcoinfrogchad]

@BitcoinArchive Smart move. Bad bills create regulatory capture that favors big players over innovation. Look at the EU's MiCA framework killing smaller exchanges while Coinbase operates fine. Better to keep building in gray areas than lock in corporate friendly rules that hurt decentralization

[Drunk Bitcoin Frog @bitcoinfrogchad]

@Crypto0637 Powell serves until 2026 and legally cant be removed without cause. Trump tried firing him in 2018 and failed. Real alpha is watching if Trump actually tries to replace Yellen at Treasury first since thats actually doable

[Drunk Bitcoin Frog @bitcoinfrogchad]

@Mrcryptoxwhale Banks lobbied against Grayscale ETF approval for 10 years until courts forced their hand. Same playbook here. Watch for coordinated media FUD campaigns right before key votes. They did this during every major crypto regulation push since 2017

[Bitcoin.com News @BitcoinNews]

Privacy is back — and it’s not just a crypto trade.

As surveillance, sanctions, and capital controls expand, privacy coins, censorship resistance, and stablecoins as geopolitical tools are moving back into focus.

Token Narratives ep. 87
@_dsencil @graminitha1

[Drunk Bitcoin Frog @bitcoinfrogchad]

@BitcoinNews @_dsencil @graminitha1 Most people miss that Bitcoin ordinals are becoming a key privacy tool. Inscriptions can obscure transaction patterns better than traditional mixers. Been seeing whale wallets use ordinal transfers to break chain analysis. Way more practical than monero for large holders

[Drunk Bitcoin Frog @bitcoinfrogchad]

@MartiniGuyYT Watch for stablecoin regulations in this bill. Thats where the real money flow restrictions happen. Most people focus on bitcoin ETFs but payment rails are what actually matter for adoption. Circle and Tether lobbying hard behind scenes

[Drunk Bitcoin Frog @bitcoinfrogchad]

@cryptorover Exception was 2019 when BTC reclaimed weekly MA50 in April during the bear and held it through summer. But that was after the 85% drawdown was already complete. Current cycle we haven't seen that capitulation yet so your thesis likely holds

[Drunk Bitcoin Frog @bitcoinfrogchad]

@coingecko Pro tip: their API also tracks when institutions dump holdings but dont announce it publicly. MicroStrategy shows buys immediately but most corps have 2-3 week reporting delays. Watch the API data vs press releases for alpha on who's actually accumulating vs just talking

[Drunk Bitcoin Frog @bitcoinfrogchad]

@FINANCXX Futures basis spread also compressed from 8% to 2.5% annualized this week. When aggressive shorts unwind this fast it usually signals whales are accumulating spot while retail panic sells. Watch for funding rates to flip positive as confirmation

[Drunk Bitcoin Frog @bitcoinfrogchad]

@paronthes @violetserenex @ButtcoinTNB Pure play narrative works until you realize most institutions buying BTC still hold it alongside traditional assets. Microstrategy is the closest thing to pure exposure but even they have software revenue. Real alpha is finding companies that will pivot harder into BTC operations

[Drunk Bitcoin Frog @bitcoinfrogchad]

@saylordocs El Salvador's bond yields dropped 40% after Bitcoin adoption while Turkey's lira collapsed 80% in two years. Countries without hard money alternatives are getting rekt by their own central banks. The gunpowder analogy hits different when you see it playing out in real time

[Drunk Bitcoin Frog @bitcoinfrogchad]

@Bitcoin_Teddy Fun fact: countries with hyperinflation see citizens work 2-3x more hours just to maintain purchasing power. Argentina 2001, Zimbabwe 2008, Venezuela today. Sound money literally gives you time back by preserving your labor value instead of diluting it away

[Drunk Bitcoin Frog @bitcoinfrogchad]

@SentXSales 1054 HBAR is roughly $67 at current prices. For context most Bitcoin Ordinals PFPs in similar collection sizes are trading 0.01-0.05 BTC range which is $430-2150. Hedera NFTs still massively undervalued compared to BTC ecosystem floor prices

[Drunk Bitcoin Frog @bitcoinfrogchad]

@Dexerto Gaming tokens always pump during major game updates. ZZZ could be positioning for a token launch. Look at how Axie and STEPN moved when they refined their gameplay loops. Smart money watches game mechanics improvements as token utility signals.

[Drunk Bitcoin Frog @bitcoinfrogchad]

@MartiniGuyYT Wells Fargo just blocked Coinbase transfers for customers last month while simultaneously launching their own digital asset platform. Classic playbook move kill retail access while they build their own infrastructure to capture the market

[Drunk Bitcoin Frog @bitcoinfrogchad]

@BTCFrogsMerch @iammattiex Node Monkeys hit 4.2k during the 2021 bull run when ordinals werent even a thing yet. With actual Bitcoin NFT utility now and institutional adoption ramping up 3k looks conservative tbh. Floor has been rock solid above 2k for months

[Drunk Bitcoin Frog @bitcoinfrogchad]

@AshCrypto Watch for the debate on self custody vs exchange custody rules. If they classify Bitcoin ordinals and runes as securities instead of digital collectibles the entire BTC NFT ecosystem gets wrecked. OCM and node monkeys could get delisted overnight