Marco Esposito

Connecting good people with business | Web3 Intrapreneur - | Products, tokenization, communities & onchain growth

[Crypto Rover @cryptorover]

🇺🇸 PRESIDENT TRUMP:

''Bitcoin and crypto will skyrocket like never before, beyond your expectations.''

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin reclaims $61,000

[Crypto Rover @cryptorover]

If you're sad that you still haven't made it in crypto yet, read this carefully 👇

Donald Trump made his first MILLION from crypto at almost 80 years old.

Don't give up.

[Kalshibacktest @PolyBackTests]

JACK MALLERS: "I love shorting the dollar & longing Bitcoin."

[Marco Esposito @hardhathen]

Lots of buzz recently on compute capital markets. But what might these markets actually look like? A few thoughts on its market structure from first principles:

> First, almost everyone agrees that compute has a nonfungibility quality. It behaves closer to electricity (temporal, nonfungible) than corn, oil, and gold.

> This nonfungibility creates several downstream corollaries:
(1) Reservations/capacity forwards are almost always bilateral OTC trades on particular SKUs and params (I want X hours of H200s in us-east-1 running Y model at 12pm on 8/1/2026)
(2) There is no transparent "one-size-fits-all" pricing model for "generic H200s" like there is for corn/oil/gold, hence no proper futures market used for hedging
(3) Most of the teams building in the space (eg. Silicon Data, Ornn, Compute Desk) are focusing on "standardization" indices/benchmarks, in preparation to create a liquid futures market.

> The short-side of compute markets fundamentally comes from neoclouds (Coreweave, Nebius, Lambda) and indepedent data centers (people with GPUs), while the long-side of compute markets comes from inference dev platforms (Fireworks, Modal, Baseten) and the agentic applayer (Cursor, Perplexity, Suno, Rime) that do not run datacenter fleets

> But these principals will never directly trade on general compute exchanges (eg. an H200 basket) because they require specific SKUs. Instead, they'll make their reservations/capacity forwards for specific SKUs with OTC dealers.

> These dealers in turn can "hedge" particular SKUs with exposure to the underlying generalized basket exchanges. So the folks actually using compute futures exchanges are going to be MMs/OTC desks/compute dealers on both sides. This creates an endgame market structure like below:

[Conor Kenny @conorfkenny]

BREAKING: 🇺🇸 SEC Commissioner Hester Peirce: “I’m optimistic the CLARITY Act will pass this summer. I expect that we’ll see it pass soon.” 🚀

[Crypto GEMs 📈🚀 @cryptogems555]

Bottom is close

Epic reversal loading

Enjoy the pump

🚀🚀🚀🚀

[Kalshibacktest @PolyBackTests]

MARK MOSS: "I'm predicting $1M in 2030, $14M in 2040, and $45M in 2050 for one Bitcoin."

[Documenting Saylor @saylordocs]

People in oil: People in crypto:

[Carl Moon 🌙 @TheMoonCarl]

🔥 BULLISH FACT:

Bitcoin has never closed both June and July in the red.

Are we finally about to get a pump?

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor's 'Strategy' launches a Bitcoin Monetization Program that allows the company to sell $BTC to fund operations.

[Marco Esposito @hardhathen]

President Donald Trump discloses owning over $50 million in Bitcoin.

[Cup @cryptocupra]

BREAKING: 🇺🇸PRESIDENT TRUMP:

“LAST YEAR, I PROMISED TO MAKE AMERICA THE BITCOIN SUPERPOWER OF THE WORLD AND THE CRYPTO CAPITAL OF THE PLANET.”

“WE’RE TAKING HISTORIC ACTION TO DELIVER ON THAT PROMISE.”

THE BIGGEST MOVE HASN’T STARTED YET.

[Whale Insider @WhaleInsider]

JUST IN: BlackRock clients sell $300.38 million worth of $BTC.

[Crypto Rover @cryptorover]

🇺🇸 FED CHAIR KEVIN WARSH:

"Bitcoin doesn't make me nervous."

"Bitcoin could be a very good policeman for policy."

[Documenting Saylor @saylordocs]

16 years ago, you could buy 15 Bitcoin for 1 cent

[The Bitcoin Historian @pete_rizzo_]

BREAKING: 🇺🇸 WHITE HOUSE REPORTER JUST SAID THERE IS A RENEWED SENSE OF URGENCY TO PASS THE #BITCOIN CLARITY ACT

SENATORS ARE RACING TO STRIKE A DEAL WITHIN WEEKS

IT'S TIME TO PASS CLARITY 👏👏

[CryptoGoos @cryptogoos]

MICHAEL SAYLOR:

"I told you to not sell your Bitcoin, I never said we won't sell."