Nicolas Mourot

Crypto and Tech Investor | Contemporary Art Collector | Driving innovation through strategic partnerships and groundbreaking investments

[Nicolas Mourot @cryptonick222]

JUST IN: $BTC is below the "Fire Sale" band on the Rainbow Chart for the 2nd time since the FTX crash 🚨

→ ~50% off the $126K ATH
→ Fear & Greed at 12, near February's all-time low of 5
→ Deeply oversold

Max fear is where the math gets interesting. I'm a buyer down here.
Share your thoughts👇

[Nicolas Mourot @cryptonick222]

One company's IPO is about to be worth the entire crypto market 👀
SpaceX lists June 12 at a $1.75T valuation.

Bitwise CEO Hunter Horsley:
→ That's the size of all of crypto, excluding stablecoins.

Crypto is still incredibly small, and the game was never asset X vs asset Y.
It's which chains actually get used and drive adoption.

Sized against a single company, the whole asset class still looks young. Early or overhyped? 👇

[Nicolas Mourot @cryptonick222]

Tether just made gold spendable, and pays you back in more gold 🚨

The new Tether × Fasset Visa card gives up to 6% cashback, not in points, but in XAU₮ (tokenized gold).

Think about what that does:

→ Points expire and inflate away
→ Gold cashback is a hard asset that's been money for 5,000 years

Every swipe quietly stacks bullion. Loyalty rewards just got a gold standard.

[Nicolas Mourot @cryptonick222]

🚨 Pavel Durov announced that TON will be renamed back to GRAM.

The original Telegram crypto identity is officially returning.

What started as a project stopped by regulators eventually evolved into TON.

Now, the GRAM name comes back at a time when Telegram is becoming a major crypto distribution platform.

What’s your take on the return of GRAM? 👇

[Nicolas Mourot @cryptonick222]

🇷🇺 Putin said AI will wipe out entire professions and "there's nothing anyone can do about it." 👀

→ Junior specialists: already being replaced (automation, docs, data analysis, code)
→ Mid-level workers: "in the near future"
→ Entire professions: extinct

Every comforting take says AI "augments, doesn't replace." Putin skipped the augment phase and described a ladder being pulled up one rung at a time, bottom first.

The scary part isn't that he's right. It's that the bottom rung is already gone and barely anyone noticed.

You agree with him? And which rung is your job on? 👇

[Nicolas Mourot @cryptonick222]

Anthropic announced Claude Opus 4.8 🔥

Check out the benchmark.

According to Anthropic, Opus 4.8 now leads across multiple categories including:
⭢ agentic coding
⭢ computer use
⭢ multidisciplinary reasoning
⭢ knowledge work
⭢ financial analysis

One interesting detail:
GPT-5.5 still outperforms Opus 4.8 in terminal-based agentic coding (78.2% vs 74.6%).

Anthropic also introduced new “dynamic workflows,” allowing AI agents to coordinate multiple subagents in parallel for complex tasks.

[Nicolas Mourot @cryptonick222]

👀 Musk might be aiming for the biggest corporate merge in history.

Elon is considering a merger between Tesla and SpaceX after SpaceX’s rumored June 12 IPO.

The compensation package reportedly requires Tesla to reach a staggering $7.5 TRILLION market cap.

Sharing some numbers:
⭢ Tesla ≈ $1T+
⭢ SpaceX ≈ $700B+
⭢ Combined ≈ $1.75T

But analysts speculate a merger could potentially push the narrative-driven valuation closer to $3.5T.

Not because rockets sell cars. But because markets reward ecosystems.

Because imagine one company controlling:
⚡ EVs 🤖 AI & robotics 🛰️ Satellites 🚀 Space infra
🔋 Energy 📡 Global internet

At that point, Tesla stops looking like a car company and it starts looking like the operating system of the future.

Would markets value this as a company… or as an entirely new economic layer? 👇

[Nicolas Mourot @cryptonick222]

If you think you’re having a bad day… read this 👇

🚨 Someone just sent 107 $BTC worth ~$8.5M to Bitcoin’s burn address.

Just permanently gone. The craziest part?

→ The transactions were split into multiple transfers before all ending in the same dead wallet LOL

Makes double-checking addresses feel a lot more important today 👀

[Nicolas Mourot @cryptonick222]

BlackRock sold $1 BILLION, yeah… with a big B.

All that $BTC, sold every single day last week.
And Bitcoin didn’t collapse 🤷‍♂️

So the real question is. If BlackRock is selling… who’s buying?

Because when an institution that large distributes $BTC daily, someone else has to absorb that liquidity.

Share your thoughts 👇

[Nicolas Mourot @cryptonick222]

Tkenization became consensus 👀

➡️ Coinbase: "Tokenization takeover."
OKX: "Tokenization about to get its biggest market yet."
➡️ Bank of England: drafting stablecoin rules + proposing 24/7 settlement
➡️ Stablecoin supply just hit a $323B ATH
➡️ Messari: Solana now settles ~half of all stablecoin volume across major networks

The two biggest US exchanges and a G7 central bank just used the same word in the same week.

Tokenization isn't an industry pitch anymore.

[Nicolas Mourot @cryptonick222]

Andrej Karpathy just joined Anthropic 👀

The OpenAI founding member, the man who built Tesla's Autopilot, the most-followed AI researcher on this app, picked the team that doesn't have his name on the founding documents.

→ Joined OpenAI co-founding team in 2015
→ Left for Tesla in 2017, built Autopilot + FSD
→ Returned to OpenAI 2023, left again 2024
→ Started Eureka Labs (AI education)
→ May 19, 2026: joins Anthropic's pre-training team under Nick Joseph

Same month Anthropic leased xAI's Colossus 1 cluster.
Same year its revenue tripled to $30B annualized.

The mandate? Use Claude to train Claude. Recursive self-improvement, by the guy who can actually ship it.

Where would you go if you got to pick the next chapter of AI?

[Nicolas Mourot @cryptonick222]

ELON MUSK LOSES OPENAI LAWSUIT 👀

The most interesting part...
→ He didn't lose on the facts. He lost on the clock.

The case against OpenAI, Sam Altman, Greg Brockman and Microsoft failed after a California jury ruled the claims were filed TOO LATE.

Musk had accused them of "stealing a charity" by spinning up OpenAI's for-profit arm. The jury never ruled on whether that actually happened.

3-week trial | Hundreds of exhibits | <2 hour deliberation
→ Verdict: statute of limitations

A $852B IPO just got cleared by a calendar, not a conscience.

This verdict is worse for OpenAI than a loss. They got cleared without ever being judged. Agree or am I reaching? 👇

[Nicolas Mourot @cryptonick222]

Every Bitcoin bear has gone down in flames 👀

→ 2011: -94%
→ 2014-15: -85%
→ 2018-19: -84%
→ 2021-22: -78%
→ 2025-26: -52%* (if $60K holds)

The math says this is the shallowest bear cycle in BTC's history by ~25 points.

Every prior bottom required the asset to be left for dead. Forced selling, fund blowups, miners shutting off. This one printed fear without the funeral.

*Oct 2025 ATH $126K → Feb 11, 2026 low $60K

[Nicolas Mourot @cryptonick222]

Wall Street spent 18 months walking SpaceX from a $400B tender to a $1.5T IPO target.

Hyperliquid did $2.5T in 4 HOURS 👀

SPCX perps went live. Opened $208, currently $215.

→ TradFi: cohort of insiders, semi-annual liquidity, hand-picked banks, $1.5T target
→ Hyperliquid: anyone with a wallet, 24/7, 0 bookrunners, $2.5T implied right now

Two price discovery engines just ran the same asset side by side. The slower one's not winning.

[Nicolas Mourot @cryptonick222]

Ethereum's share of DeFi TVL fell from 63.5% to 54% this year 😬

Headlines made it sound like a collapse LOL
But here's the part they cut:

TVL still 9x larger than any rival ( ~$45.4B )

→ Solana: 6.66%
→ BNB: 6.60%
→ Bitcoin: 6.35%
→ Tron: 6.17%
→ Base: 5.44%

Six chains, all clustered at ~5-7%

When your nearest competitor is 9x smaller, "share erosion" is the wrong frame.

So $ETH didn't lose ground, just the map got more detailed. Share me your thoughts 👇

[Nicolas Mourot @cryptonick222]

Gold is 21x the market cap of Bitcoin 👀

GOLD: $34 trillion
BITCOIN: $1.6 trillion

This is the bear case for $BTC but also the bull case.

If BTC captures 10% of gold's market cap
→ ~$165K per coin

Gold took 5,000 years to get to $34T.
Bitcoin got to $1.6T in just 16

[Nicolas Mourot @cryptonick222]

The CLARITY Act draft just dropped 309 pages. 👀

Five months of work and now have a deadline.
The Senate Banking Committee marks it up tomorrow at 10:30 AM ET.

→ Chairman Tim Scott shepherded the compromise text
→ Brian Armstrong: "CLARITY is closer than ever. Mark it up."
→ David Sacks calling it a "monumental step" for US crypto leadership
→ Cynthia Lummis: "most pro-law enforcement digital asset bill Congress has ever considered"

The most important crypto legislation in US history now has a page count, a date, and quiet bipartisan momentum. May 14. Tomorrow.

[Nicolas Mourot @cryptonick222]

17 American CEOs just got invited to Beijing with Trump 👀

Apple, Tesla, BlackRock, Boeing, Goldman, Citi, Visa, Mastercard, Qualcomm, Micron, GE, Meta, Blackstone, Illumina, Coherent, all on the plane.

Same week:

→ Anthropic refused a Chinese think tank request to access Claude Mythos
→ H200 and Blackwell export controls back on the table

Everyone else is allowed to negotiate with Beijing. The chips and the models are not for sale.

Jensen Huang ($NVDA, the man at the center of the U.S.–China chip war) was not invited.

Who else got left off this list on purpose? Drop names 👇

[Nicolas Mourot @cryptonick222]

Trump will negotiate Taiwan arms sales directly with Xi this week 👀

Trump: "President Xi would like us not to. I'll have that discussion"

The Six Assurances (1982) say Washington does not consult Beijing on what it sells Taiwan. Trump's framing is already drawing accusations he's breaching that line.

→ 8 bipartisan senators just sent Trump a letter pushing him to formally notify the $14B Taiwan package Congress pre-approved in Jan 2025
→ The White House quietly paused that package to avoid disrupting the summit (NYT)
→ Taiwan's legislature approved a $25B special defense budget on Friday
→ TSMC makes ~90% of the world's leading-edge chips. Taiwan IS the AI supply chain

The summit is about who controls the next 30 years of compute.

[Nicolas Mourot @cryptonick222]

Tokenized real-world assets just crossed $30B 👀

Almost half is U.S. Treasury debt, the most boring, most institutional asset on the planet.

→ BlackRock's BUIDL hit a $1.52B ATH today, +63.9% in 7 weeks
→ Tokenized US Treasuries on BNB Chain crossed $3.5B
→ Ripple × JPMorgan settled cross-border tokenized Treasury collateral on XRPL this week
→ 10x growth in two years

Crypto didn't disrupt finance with a new asset.
It put the oldest one onchain, and Wall Street is the one moving the money.

[a16z crypto @a16zcrypto]

Tokenized “real-world” assets (RWAs) have surged 10x in two years, now topping $30B — with nearly half held in U.S. Treasury debt.

The growth reflects rising institutional demand to put traditional financial instruments onchain, from government bonds and commodities to equities and private credit. While U.S. Treasuries dominate today, the asset class is broadening, with more categories gaining meaningful share in recent quarters.

Note: RWAs are traditional financial instruments such as government bonds, commodities, and equities that are represented onchain as tokens.