ramon.net ™

Technologist

[ramon.net ™ @fredramon]

Glassnode/Bybit: over 2 years, Bitcoin +28% while the median mid-cap altcoin lost 74%. ETH roughly flat.

Leverage still pools in speculative corners (PEPE futures OI ~24% of mkt cap vs BTC ~2%). Spot ETF cumulative: ~$55.2B BTC vs ~$13.1B ETH.

https://t.co/pHgaQqeQ9V

#Bitcoin #Crypto #BTC #ETF

[ramon.net ™ @fredramon]

Falcon 9 delivered Starlink Group 15-27 overnight from Vandenberg — 27 sats to orbit. Booster B1093 stuck its 17th landing on Of Course I Still Love You.

@SpaceX @Starlink @elonmusk
https://t.co/Iv5dgielg9
#SpaceX #Starlink #Falcon9 #Vandenberg

[ramon.net ™ @fredramon]

BTC held $80K+ this weekend — institutional conviction still unconfirmed.

CFTC (Sept 15): leveraged funds cut net shorts ~7,275 BTC-eq; asset managers cut net longs ~4,733.

Spot Bitcoin ETFs: ~$592.5M Thu–Fri, but only ~$6.1M for the full week (Farside).

https://t.co/3AJUF49A7E

#Bitcoin #ETF #Crypto #BTC

[ramon.net ™ @fredramon]

Launch night: @SpaceX Falcon 9 lofting 27 @Starlink sats from Vandenberg. Window ~9:47 PM–1:47 AM ET; booster aims for Of Course I Still Love You. Webcast ~T-10.

https://t.co/UdKGZwsf9r

#SpaceX #Starlink #Falcon9 #Vandenberg

[ramon.net ™ @fredramon]

Weekend stress test for Bitcoin.

Friday high ~$81.4K. Resistance at $82K–$82.2K now faces crypto-native weekend markets — US spot ETF shares sit out until Monday.

Fed hike + CLARITY setback already absorbed. Break needs Monday confirmation.

https://t.co/ULYIVtvYnL

#Bitcoin #BTC #Crypto #ETF

[ramon.net ™ @fredramon]

Coinbase Derivatives filed with the CFTC to list ~50–60 U.S. single-stock perpetual futures — Apple, Microsoft, Tesla, Nvidia in the first set.

24/5 leveraged price exposure. No ownership or expiration. Approval pending.

https://t.co/A68skNqrVi

#Coinbase #Crypto #Derivatives #Bitcoin

[ramon.net ™ @fredramon]

NASA just awarded @SpaceX $946M for three more ISS crew flights — Crew-15, 16, and 17. Falcon 9 + Dragon through 2030; CCtCap total now $5.92B across 17 missions.

https://t.co/jDNI6U6dRc
@NASA
#SpaceX #NASA #Dragon #ISS

[ramon.net ™ @fredramon]

U.S. spot Bitcoin ETFs took in ~$433M Friday (SoSoValue) — 2nd straight day of inflows. Fidelity FBTC led ~$311M; BlackRock IBIT ~$108M. Combined ~$592M over Thu–Fri.

https://t.co/XWkwZOqrTD

#Bitcoin #ETF #Crypto #BTC

[ramon.net ™ @fredramon]

Starlink Mobile is live in Panama with +Móvil. Messaging apps, maps, and SMS from space in places that had no cellphone signal — ordinary phones, open sky.

https://t.co/kxTC4O4uEa

@Starlink @SpaceX
#Starlink #StarlinkMobile #SpaceX #Panama

[ramon.net ™ @fredramon]

CFTC sent a crypto market proposal to the White House (OMB) after CLARITY stalled. Details still undisclosed.

Same window: SEC’s 5-year tokenized-stock “innovation exemption.” Agency path, not Congress.

https://t.co/qPZIEv3QnR

#CLARITY #CFTC #SEC #Crypto

[ramon.net ™ @fredramon]

U.S. spot Bitcoin ETFs took in ~$159M Thursday (SoSoValue), flipping after Wednesday’s outflows. BTC ~$77.2K as majors tracked the equity bounce.

https://t.co/FNbBAxZSct

#Bitcoin #ETF #Crypto #BTC

[ramon.net ™ @fredramon]

FCC cleared a key U.S. paper for @Starlink Mobile abroad.

Section 214 grant gives @SpaceX authority to carry cross-border Mobile traffic between the U.S. and other countries — enabling step, not global roam overnight.

https://t.co/CTO62iX3kI

#Starlink #SpaceX #StarlinkMobile #FCC @elonmusk

[ramon.net ™ @fredramon]

@brian_armstrong is calling the CLARITY Act dead — "we let politics get in the way." He also said passage would have had a downside for Coinbase: more Wall Street competition. COIN up ~5% Friday.
https://t.co/WvPCaea0Is
#CLARITY #Coinbase #Bitcoin #Crypto

[ramon.net ™ @fredramon]

Asia-first: @Starlink Mobile V2 with Japan’s @au_official. Next-gen sats aim for 100x data density — native calls, streaming, high-speed apps outside coverage by end of 2027.

https://t.co/x6q6fFZAkv

#Starlink #SpaceX #Satellite #5G

[ramon.net ™ @fredramon]

U.S. spot bitcoin ETFs shed another ~$296M Wednesday. That’s >$1B out since Sept. 8 — net assets ~$95.2B — even as BTC held near $76.6K after the Fed’s first hike since 2023.

https://t.co/ijTghjToIm

#Bitcoin #ETF #Fed #Crypto

[ramon.net ™ @fredramon]

Goldman Sachs now expects another Fed hike in October — pivot from a pause call after Wed’s 25bp move and Warsh’s hawkish tone.

BTC near $76K. Markets price ~50% odds of another 25bp in Oct.

https://t.co/sL0uDmjaLw

#Bitcoin #Fed #InterestRates #Crypto

[ramon.net ™ @fredramon]

Next @Starlink batch lined up: @SpaceX Falcon 9 lifts Group 15-27 from Vandenberg Sat ~9:47 PM ET — 27 sats, droneship recovery.

https://t.co/UdKGZwsMYZ

#SpaceX #Starlink #Falcon9

[ramon.net ™ @fredramon]

House Financial Services advanced a Strategic Bitcoin Reserve bill 28–21. Would put federally held BTC under Treasury custody with a 20-year lockup. Still needs the full House and Senate.

https://t.co/3vm70lWZIu

#Bitcoin #Crypto #BTC #DigitalAssets

[ramon.net ™ @fredramon]

@SpaceX’s next Starlink run, Group 15-27, is lined up for a Sept. 20 NET launch from Vandenberg: a Falcon 9 carrying 27 satellites. Another step toward expanding broadband coverage.

https://t.co/4DK3SxnrUb

#SpaceX #Starlink #Falcon9 #Vandenberg