@CryptoInfoChain

consider my account as a Blockchain for important crypto news and valuable information.

[Crypto Tice @CryptoTice_]

INSIGHTS:

Vitalik just said what the data already showed.

For years banks said: we want blockchain.
But not Bitcoin. Not Ethereum.

We'll build our own.
They did.

Centralized enough to be controlled.
Decentralized enough to be slow.

Private enough to exclude the public.
Open enough to exclude real privacy.

The worst of both worlds.

Vitalik's solution is simple.
Don't rebuild. Retrofit.

Add cryptographic proof to existing servers.
Anchor to Ethereum.
Done.

- UBS already chose Ethereum.
- BlackRock already chose Ethereum.
- Franklin Templeton already chose Ethereum.
- Europe is evaluating Ethereum for the Digital Euro.

The man who built Ethereum just told every institution on earth.

You don't need your own chain.
You need ours.

And one by one.
They're all arriving at the same conclusion.

[Coin Bureau @coinbureau]

🔥CHARLES HOSKINSON ON BITCOIN’S QUANTUM CRISIS:

"TO DO NOTHING WOULD RESULT IN OVER 8 MILLION $BTC BEING STOLEN.”

Hoskinson says Bitcoin cannot ignore the quantum threat forever.

He suggested the network to either add optional post-quantum signatures, or freeze legacy accounts that fail to migrate.

His bigger argument, however, was that Bitcoin lacks a clear governance layer to make that choice.

During the Consensus Miami event, he warns of over 50% chance quantum computers could threaten crypto security by 2033.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Good take on CLARITY Act

@medium

“Why the CLARITY Act Quietly Makes Ethereum the Biggest Winner in Crypto” https://t.co/fqM9NOJHjS

[Raoul Pal @RaoulGMI]

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world...

The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore.

The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with.

It’s a 20th century answer to a 21st century problem and it’s broken before it even starts.

Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture.

Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest.

The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed.

Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves.

And it’s not just agents...

Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role

Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions.

Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate.

So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust.

Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it.

Which brings us to the actual answer to the Economic Singularity…

Universal Basic Equity.

Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose.

Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love.

Abundance of goods and services from AI handles the cost of living.

Taxing data center electricity use solves the tax issue.

Four legs of a stool that holds up the post-singularity human world.

So… just buy the fucking tokens.

Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come.

Crypto is going to $100trn in the next 6 to 8 years and well beyond that after.

You can choose to invest in your own economic disruption, or get left behind by it.

And if you’re worried about timing the cycle…

…adjust your time horizon.

This is humanity’s pension plan.

It's all so absurdly fucking obvious...

[Trending Bitcoin @TrendingBitcoin]

WHO HOLDS THE BITCOIN?

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS."

"I was short 12 stocks. They all went bankrupt. Every one of them."

He was right on every single pick. Still lost $600M.

"If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money."

"Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you."

"Don't try that at home."

[BitcoinSapiens ⚡️ @BitcoinSapiens]

Eric Trump says, “The flood gates are opening” and “Bitcoin will hit $1,000,000” 🚀

“I talk to the biggest companies, the biggest families in the world and every single one of them is racing to buy Bitcoin.”

[BMNR Bullz @BMNRBullz]

TOM LEE: ETH COULD HIT $60,000

Ethereum is coming out of a massive multi-year consolidation.

The last 2 times that happened, ETH went 227x and 54x.

This time the drivers are even bigger:
🔹 Stablecoins
🔹 Tokenization
🔹 Agentic AI
🔹 On-chain equities

Even JAMIE DIMON now admits crypto is better than the current financial system.

LEE says ETH is better positioned today than it was in 2021.

At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH.

That’s why he sees $60,000 by 2028–2029.

ethereum:native

[Raoul Pal @RaoulGMI]

If Metcalfe’s Law is the best way to value blockchains, which I believe it is, then the two variables that matter are value transacted per user and total users. They compound.

The key future drivers:

Value transacted per user will come from the financial system moving to blockchain rails, led by stablecoins and then the tokenization of everything else. TradFi value dwarfs everything else.

User growth will come from agents. Smaller transactions, but orders of magnitude more users than humans will ever produce.

Everything else will be a rounding error in 10 years.

[Henrik Zeberg @HenrikZeberg]

#Bitcoin will rally one last time! And strongly!

But the phase will NOT "EXPAND". There is no evidence of that what-so-ever.

On the contrary!

The massive multi-year Divergence on Weekly tells us, that we are coming to an End - and a very major End.

This is the END of the Bubble.

Look at the evidence. Forget the narrative.

Remember the "M2 is all we need to know argument"?

Don't be naive again.....!

[Raoul Pal @RaoulGMI]

I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close.

If global liquidity is the single most dominant macro factor then we MUST focus on that.

REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS.

Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it.

This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further.

This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too.

However...

As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands.

The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty

Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins).

Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession)..

SLR changes free up more of the banks balance sheets allowing for credit expansion.

The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall.

The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections.

China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate.

The ISM will rise as rates fall and tarrif uncertainty drops away.

You just need to get through the Window of Pain and The Liquidity Flood lies ahead.

Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith.

BTFD if you can.

td:dr - When this number goes up, all number go up.

[Bitcoin Archive @BitcoinArchive]

🚨 JUST IN:

JPMorgan CEO Jamie Dimon admits he was WRONG about Bitcoin and crypto

"It's real."

"It will be used by all of us." 😲

[The Wolf Of All Streets @scottmelker]

BLACKROCK CEO LARRY FINK: "WE’RE NOT SPENDING ENOUGH TIME TALKING ABOUT HOW QUICKLY WE’RE GOING TO TOKENIZE EVERY FINANCIAL ASSET."

[The Kobeissi Letter @KobeissiLetter]

Margin debt is SKYROCKETING:

In September 2025, US investors took on another +$67 billion in margin debt bringing the total to a record $1.13 TRILLION.

Meanwhile, 5 TIMES levered ETFs have just been proposed to the SEC.

What does it all mean? Let us explain.

(a thread)

[Andrea Cap FTA @AndreaCapellin4]

GOLD EXIT LIQUIDITY in SYDNEY, Australia

As promised , this is a video to show you the madness. Hundreds of people in line to buy gold , priced in at 4300$ per ounce

This is by far the best top signal i have seen in my humble career.

Enjoy

#gold #bitcoin #crypto #trading $BTC $ETH

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

I understand why markets are “wary”

- 🇺🇸 - 🇨🇳 tensions
- major deleveraging last week
- “cockroach” fears on private credit
- October is month we tend to see 💥

But…
- sentiment is negative (AAII) = contrarian good
- only 22% fund managers beating benchmark = chase

BTFD = our take
@fs_insight @FundstratCap @BitMNR
Tickers: $GRNY $BMNR

[Trending Bitcoin @TrendingBitcoin]

🇪🇺 European Central Bank President says #Bitcoin will not be included in any EU central bank reserves.

"Reserves have to be liquid, reserves have to be secure, they have to be safe, and they should not be plagued by money laundering or other criminal activities." 👀

[Bankless @Bankless]

“JP Morgan… is operating supported by 313,000 employees. But a JP Morgan built on the blockchain might only need 20,000 employees and operate with far greater clarity, vision, and efficiency. … Using AI, JP Morgan may end up being more of a tech company.”

"Banks could go from trading at price to tangible book to actually having a P/E multiple.”

Walmart and Costco trade 35–50x earnings because they systematized their business.

The same can happen with JP Morgan and other Banks.

Tom Lee ( @fundstrat )

[Henrik Zeberg @HenrikZeberg]

Un-f-ing believable!

The size of this Bubble.... and the reckoning ahead.