Eric

[大漂亮| C Labs @giantcutie666]

这个字节股神在7月4号的时候，还在说投存储要有信仰

今年就说已经清仓了海力士（还删帖了）😅

比起我们加密圈的各种投资大神，这小哥差了有十万八千里吧😂

推上的都是老韭菜了，没那么好割的😁

[Michael Saylor @saylor]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj

[Mr.RC｜𝟎𝐱𝐔 @MrRyanChi]

https://t.co/uGuy7PFTBk

[Brew Markets @brewmarkets]

Microsoft stock is on track for its worst month since December 2000.

[The Kobeissi Letter @KobeissiLetter]

It's official:

Crypto has now erased more than HALF of its value in just 8 months.

On October 6th, 2025, the total market cap of crypto hit a record $4.3 trillion.

Today, 261 days later, crypto is worth just $2.0 trillion, marking a -54% decline in value.

This means crypto markets have erased an average of -$8.8 billion PER DAY for 261 days straight.

Crypto is in desperate need of a new narrative.

[Arkham @arkham]

IS STRC THE NEXT LUNA?

Short answer - not quite.

STRC has depegged. It’s down to $76.2, approximately 25% below par. Michael Saylor has $1.4 Billion to pay STRC dividends, but will he be able to keep the stock alive? Here’s our breakdown:

[Not Jerome Powell @alifarhat79]

The wealthiest people in the world (updated)

[Senator Cynthia Lummis @SenLummis]

The Clarity Act gives developers certainty. It gives investors protection. It gives markets integrity. All three matter.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 White House Official Patrick Witt says they're aiming to pass crypto Clarity Act by July 4th.

[CZ 🔶 BNB @cz_binance]

Might be late...

I can't predict anything. 😂

[Barchart @Barchart]

Microsoft $MSFT on track for its 6th consecutive red day, its longest losing streak this year 📉📉

[Donald J. Trump Posts from Truth Social @DonaldTrumpNat]

Stocks should go up next Monday.

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin crashes under $61,000.

[Serenity @aleabitoreddit]

DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally the most groundbreaking news for Sivers in history.

As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.

I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.

To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

[Benjamin Cowen @benjamincowen]

While I think BTC bottoms in Q4 2026, the time to start accumulating BTC is often after the drop into the summer.

I basically just ignore Bitcoin for the first half of midterm years, then look for deals in the second half.

You do not have to time bottoms exactly to make money

[Benjamin Cowen @benjamincowen]

Bitcoin has fallen back below the bear market resistance band. Bear market likely to continue, just like it has in prior midterm years.

[Eric @eric_liiii26]

@cyrilxuq 感谢你妈

[Kalshi Finance @Kalshi_Finance]

Just got this DM. Shit is getting real out there.

If you might be affected by this, I’d start making your exit plan and building up savings now

[Elon Musk @elonmusk]

@WatcherGuru Phew, now I can rest easy 😮‍💨

Inverse Cramer is incredible

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN