Bot Chien

[Michael Saylor @saylor]

Let me recap the earnings call. $MSTR

[Elon Musk @elonmusk]

Here you go

[Coin Bureau @coinbureau]

🚨 THE SPEECH THAT CHANGED CRYPTO

SEC Chair Atkins introducing token taxonomy.

Clarity is here 🔥

[Bot Chien @BotChien42]

@calgarytransit What does this mean for riders

[Cern Basher @CernBasher]

https://t.co/VsiDLVLqN2

[The All-In Podcast @theallinpod]

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

@cz_binance sits down with @chamath for an amazing two hour interview!

(0:00) From China to Canada

(6:13) CZ’s Early Career: Shockingly Normal

(17:39) First Company in Shanghai

(23:08) Discovering Bitcoin

(30:11) Going All-In on Crypto

(41:27) Founding Binance

(1:03:57) The FTX Story: SBF Relationship and Collapse

(1:09:46) Facing Biden’s Anti-Crypto DOJ

(1:25:25) Inside Federal Prison

(1:40:10) Life After Binance and New Ventures

[K A L E O @CryptoKaleo]

#Bitcoin / $BTC

Welcome to the beginning of the golden bull run.

[Nick shirley @nickshirleyy]

I ENDED TIM WALZ

[Bot Chien @BotChien42]

@erichustls Shadow

[Bot Chien @BotChien42]

Lfg

[CryptosRus @CryptosR_Us]

🔥 JAMIE DIMON JUST BECAME BLOCKCHAIN'S BIGGEST ADVOCATE

"We just moved $16 Trillion the other day! It's cheap, it's fast."

JPM wants to make investing in alternative assets easier by offering them through digital tokens. Dimon, once one of crypto's biggest critics, has become a leading salesman for blockchain and tokenization.

Efficiency, liquidity, and new revenue streams.

Jamie knows he has no choice but to join the revolution or get left behind.

[Bot Chien @BotChien42]

@aiouy [email protected]

[Bot Chien @BotChien42]

Need

[Moodring @moodringxyz]

Is it over? Are we so back? Just check your finger

Announcing our official integration with @tradingview

The industry leader for charts, chats, and markets

[MDB @MDBitcoin]

Operation Choke Point 3.0 is happening in plain sight.

This needs more attention.

A major index provider is quietly trying to label Bitcoin-heavy companies as “ineligible,” even though every other commodity-linked industry remains fully approved.

No oil producer.
No gold company.
No uranium miner is treated this way.

Only Bitcoin.
This is a serious problem.

Equity indices are the pipelines that trillions of dollars flow through.

If you’re in, capital flows to you automatically.
If you’re out, the door is shut.

By excluding Bitcoin companies, they can force billions in selling.

They can scare boards away from holding BTC.

They can slow down startups.

They can push the entire industry offshore.

All without passing a single law.

That is a choke point.

And it deserves far more attention.

Because if one committee can do this to Bitcoin, they can do it to any emerging industry that threatens legacy power.

We are in the “they fight you” stage.

Bitcoin will win.

[Ran Neuner @cryptomanran]

WE FINALLY KNOW WHY THE MARKET CRASHED ON 10 OCTOBER AND WHY IT JUST CANT BOUNCE!

We never really understood why the big crypto crash started on October 10th and why we couldn't even get a single meaningful bounce!

Today the answer seem simple!

Let me break it down.

1. DAT's like MSTR, BMNR and others have been one of 2 big buyers that powered this cycle.

2. The DAT game is simple, you need to be the biggest so that you get into the big indices and when you do, passive index trackers are forced to buy large amounts of your stock. As they do you get bigger and get added to more indices, and so the cycle perpetuates.

3. On EXACTLY 10th October, MSCI , the world's 2nd biggest Index company published the below. They are questioning whether companies that hold crypto assets as their core business, should be considered as "companies" or "funds".

4. If they are "funds" they are not included in passive indexing. why, because this creates a circular loop. The fund buys assets , gets bigger and then is included in more indices and buys more assets.

5. The expected ruling will be announced on 15 January 2026 and if this does pass, the companies like MSTR will be automatically removed from all indices.

6. If this happens it would mean that all the pension funds, normal funds and all other passive index holders would dump their MSTR automatically.

7. It would also mean that going forward they would never be included and as such , one of the big reasons why they actually exist would disappear.

8 . Since DATs have been powering this cycle and have been most the buying pressure, the smart money saw this immediately after the 10TH of October announcement and positioned accordingly.

9. The 10TH of October wasn't a coincidence after all - It was smart money seeing a big risk to crypto and the current market structure.

10. The market will probably continue to dum until around the end of December and if the announcement is negative, we will get a huge dump in preparation for the removal from the indices.

11. On the other hand , if it is positive , the bull market is back!!

I broke this down on a 10 minute video this morning and I will leave a link in the next tweet!

If you enjoyed this analysis, please retweet and follow this account!

[The Kobeissi Letter @KobeissiLetter]

Current situation:

1. The US is preparing $2,000 stimulus checks
2. Japan is preparing a $110 billion stimulus package
3. China has approved a $1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~$1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record $137 trillion
8. Global rate cuts are at 320+ over the last 24 months

In what world is another wave of inflation not on its way?

[Shanaka Anslem Perera ⚡ @shanaka86]

JAPAN JUST KILLED THE GLOBAL MONEY PRINTER AND NOBODY NOTICED

The most dangerous number in finance right now is 1.71%.

That’s Japan’s 10-year bond yield. Highest since 2008. Here’s why your retirement just got obliterated:

For 30 years, Japan printed infinity money at 0% rates and exported it worldwide. $3.4 trillion flowed into US Treasuries, European debt, emerging markets. This invisible bid kept YOUR mortgage cheap, YOUR stocks inflated, YOUR government solvent.

November 10th, 2025: The bid disappeared.

Japan’s yield hit 1.71%. They’re pumping $110 billion stimulus into their economy while debt sits at 263% of GDP. The math just became impossible. At 1.7% rates, Japan pays $27 billion MORE in interest. Every. Single. Year.

Here’s the extinction event nobody sees coming:

Japanese pension funds are pulling $1.1 trillion OUT of US Treasuries right now because keeping money in America LOSES them money after hedging costs. The largest foreign buyer of American debt is becoming a seller.

When Japan stops buying, interest rates don’t stay flat. They explode. US 10-year yields will jump 40 basis points minimum from flow dynamics alone. Your 7% mortgage becomes 8%. Corporate debt refinancing costs spike 60%. Zombie companies holding $3 trillion in junk bonds start defaulting in waves.

The yen carry trade just reversed. $1.2 trillion in borrowed yen funding crypto, stocks, emerging markets must unwind. Every hedge fund, every momentum trade, every leveraged bet built on free Japanese money is getting margin called simultaneously.

This breaks in three places:

Stock valuations were built for 2% bond yields forever. At 3.5% yields, the S&P 500 fair value drops 35%. Emerging market currencies collapse without Japanese capital inflows. Europe’s debt crisis returns because Italy and Spain lose their silent buyer.

December 18th the Bank of Japan meets. 50% chance they hike again. If they do, sell everything not nailed down.

Your 401k doesn’t price this in yet. The Fed can’t stop this. No central bank can.

The world’s biggest piggy bank just cracked open and the money is flowing backwards.

Position accordingly or get destroyed.​​​​​​​​​​​​​​​​

Full article here - https://t.co/NAuONH2jlj

[Bot Chien @BotChien42]

GM To that. LFG!

[Raoul Pal @RaoulGMI]

So now the US Gov has reopened, what's next?

Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months.

Obviously, QT ends in Dec and the balancesheet will crawl higher.

We should see the dollar begin to weaken again.

The next key step is to avoid a Year End funding squeeze. Expect several "temporary" measures to add liquidity. Term Funding and SRF operations are most likely.

That will eventually morph into the desperately needed changes to the SLR to allow banks to absorb more issuance and re-lever their balance sheets. This is a big liquidity bazooka. Expect in Q1.

SLR should lower rates as banks buy more bonds.

Also expect CLARITY Act for crypto to begin to get finalised.

There will also be stimulus payments and the Big Beautiful Bill fiscal goosing.

China will contonue balance sheet expansion. Europe will add fiscal stimulus or extra spending.

The debts must be rolled and the Gov wants to super heat the economy into the Mid-Terms.

This is the Liquidity Flood.... the spice must flow.

[Saifedean Ammous @saifedean]

It's here!

@TheGoldStandard is now shipping!

Order yours now from my website or Amazon!

RT to win a copy!

[Anthony Pompliano 🌪 @APompliano]

Bitcoin is the digital savings account, stablecoins are the digital checking account, and tokenization will be the digital brokerage account.

[CoinMarketCap @CoinMarketCap]

Write it down 😉