Björn Borg

[Roy @royeriksen_]

I think a lot of $ZEC holders have felt this way over the past week. Some perspective in case it’s useful:

It took BTC ~350 days to go from $1k to ~$20k in 2017.

$ZEC crossed $1k only 41 days ago.

The world and crypto are a lot more complicated than in 2017, in good ways and bad.

So it's gonna be bumpy. Buckle up and let’s enjoy the ride (or at least try to).

[Björn Borg @ftTranslations]

@MarkYusko It’s not falling

[Chris Burniske @cburniske]

Crypto in its value era, while AI is in its inflated token era.

Value tends to be where few are looking.

[Altcoin Daily @AltcoinDaily]

Solana Company CEO:

When China comes back to crypto, ANOTHER crypto supercycle will begin.

[Tyler Winklevoss @tyler]

Let’s go!

[Björn Borg @ftTranslations]

@MarcosCintra You can use blockchain technology, duh!

[Willy Woo @willywoo]

Plenty of buys below price action, not many sells above

[Darius Dale @DariusDale42]

If yes, then stocks, gold, and Bitcoin will SOAR throughout 2027.

If no, then we may already be in inning one of the likely pending secular bear market.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: 80-YEAR-OLD INVESTING LEGEND PETER BRANDT JUST SAID #BITCOIN IS GOING TO $600,000 THIS CYCLE

"BY THE HALVING, BTC WILL BE OVER $300,000"

"WE HAVE A GOOD CHANCE OF HITTING $500,000"

"WE WILL SEE A BULL MARKET THAT WILL EXTEND OUT UNTIL LATE 2029"

INSANELY BULLISH 🚀

Source: @CoinTelegraph

[Lukas Ekwueme @ekwufinance]

The Fed is printing money to buy US Treasury bills... more than during Covid.

- Covid: ~$320B
- Last 9 months: ~$355B

Everyone is talking about the Fed hike... no one is talking about Warsh printing money Covid-style to buy UST bills.

At the same time, Bessent is issuing more UST bills to buy back US long-term debt.

In other words, the Treasury buyback is nothing else than QE in disguise.

We don't own enough hard assets for what's coming.

[Barchart @Barchart]

BREAKING 🚨: Japan

Japan's 30-Year Yield just jumped to its highest level in history 📈 🤯 👀

[Lark Davis @LarkDavis]

BlackRock just dropped a research paper titled "The Machine-Native Economy": it argues AI is a structural, underappreciated catalyst for crypto.

Here is the simple chain reaction:

1. AI needs machine cash: Traditional rails like ACH are too slow for high-frequency bots. Instead, compliance (KYC/KYA) is verified off-chain, allowing agents to use stablecoins for instant, on-chain micro-payments.

2. Stablecoins run on L1s and L2s: Every time a bot transacts, the underlying blockchain gets paid a fee. Millions of bots spending money means blockchains making bank from raw blockspace demand.

3. Compute will be tokenized: Just like real estate or gold, computer power (GPUs) will be traded on-chain so bots can buy cloud processing power on the fly.

4. AI needs a savings account: BlackRock cites research showing AI models naturally prefer Bitcoin as a long-term storage.

[James Seyffart @JSeyff]

NEW: The average Bitcoin ETF Holder is back above water for the first time since January. The rally this morning has bitcoin:native above our estimated ETF cost basis of $81,722 per coin. h/t @EricBalchunas

[Björn Borg @ftTranslations]

@CryptoHayes Hell yes! 🙌

[The New Money @thenewmoney]

Breaking: $ZCSH has set a new record for daily dollar volume, trading $171.4 million today.

[Arthur Hayes @CryptoHayes]

Thots on the Fed hike:

Hiking with elevated levels of govt debt it is stimulative. Banks get paid more on their reserves, and rentiers get paid more on their T-bills. The net effect is more consumption, especially of financial assets.

Even though the Fed stopped RMP purchases in mid-Aug, if you add the banking balance sheet growth, the total of Fed + Banks' assets are growing which creates money.

The net effect is an increase of the quantity of money even as its price increases. This is why financial assets will continue to rise.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump officially agrees to new bipartisan crypto Clarity Act ethics provisions.

[Henrik Zeberg @HenrikZeberg]

ETH is in wave iii of 3.

Long and extended move ahead of us.

Late-comers now flock into Crypto... which creates the impulsive structure.

[Caitlin Long 🔑⚡️🟠 @CaitlinLong_]

👀
https://t.co/NGY42zo8mM

[Matt Hougan @Matt_Hougan]

A year ago, crypto had one narrative: ETF flows.

Now there are at least five:

1) Debasement >> BTC
2) Privacy >> ZEC
3) Tokenization >> ETH, SOL, LINK, HOOD, CRCL (and others)
4) Revenue >> HYPE, PUMP, UNI (and others).
5) Attention >> HOOD, PUMP, PONS

The breadth is bullish.