Kat 💫🌻

Crypto Investor, Spiritual AF, Tin Foil Hat Girl, Bitch Don’t Kill My Vibe

[Kat 💫🌻 @KatCryptoQueen]

Bitch Don’t Kill My Vibe 🙅‍♀️

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: $199 billion VanEck's Matthew Siegel on Bitcoin: "We think this will become a mainstream asset that will compete with other reserve settlement currencies" 🚀

[Bitcoin Magazine @BitcoinMagazine]

NEW: $12.6 trillion Charles Schwab explains why their "entire framework" for investing in Bitcoin is because it's backed by energy 🤯

[The Wolf Of All Streets @scottmelker]

HUGE: ⚡️ TOM LEE PREDICTS $ETH COULD REACH $250,000 AS AI, TOKENIZATION, AND CORPORATE VALIDATORS TRANSFORM THE NETWORK

[Jack Mallers @jackmallers]

Everybody wants to buy the dip until it's time to buy the dip.

You don't end up on the receiving end of the greatest wealth transfer in human history by believing what everyone already believes.

You get there through proof of work and conviction when everyone else doubts.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran’s Fars News says negotiations between the US and Iran are "ongoing" and no final decision has been reached.

Iran’s Fars News also says Iran will not accept an agreement that ignores Lebanon and if a deal is reached, it would follow a 4-stage process.

[Coin Bureau @coinbureau]

🇺🇸Sen. Lummis on JP Morgan's Jamie Dimon:
"He either hasn't read the CLARITY Act, or he wants to mislead people."

[Cointelegraph @Cointelegraph]

🚨 UPDATE: BitMine is down $8.9B on its $ETH holdings, while Strategy is down $7.6B on its $BTC position.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 Treasury Secretary Scott Bessent says he's looking forward to working with lawmakers on the Strategic Bitcoin Reserve 👀

"We are proceeding with all deliberate speed. And we are making sure...we use best practices and things will be durable for the future" 🚀

[Benjamin Cowen @benjamincowen]

Plausible path:

Bitcoin forms a low in June (like it did in June 2018 and June 2022).

BTC rallies in July

SPX correction later in year which allows Bitcoin to finally bottom (most likely October)

Four year cycle wins again

[Altcoin Daily @AltcoinDaily]

🇺🇸 Senator Cynthia Lummis: JPMorgan and other big banks are trying to kill the CLARITY Act because they are scared.

"I think that they should embrace digital asset (crypto). It's going to be part of the financial products that they can offer in the future."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he is "in no hurry" to make a deal with Iran and "if we don't get what we want, we are going to end it in a different way."

Last weekend, President Trump said a deal was going to be announced "shortly."

Today marks 93 days since the Iran War began.

[Altcoin Daily @AltcoinDaily]

Altcoin Season → IT STARTED!?
Top 3 Crypto Coins!!

Timestamps:
0:00 - Altcoin Season (It started?)
2:23 - ISM/PMI
3:13 - Stock Market & AI
4:01 - Crypto BOOM
4:15 - Clarity (Now or Never)
5:26 - Iran War Deal
5:51 - Ethereum & altcoin bull case
9:47 - final thoughts

WATCH 👇

[The Rollup @therollupco]

The Ethereum Bull Thesis in 2026 (Why Now) with @Sharplink CEO @joechalom

Timestamps
00:00 ETH Is Not Dead
01:16 Second Largest ETH Holder
02:33 Ethereum Wins The Scoreboard
04:20 Step Function Moment Coming
04:45 The Jeff Bezos Analogy
06:42 EFF Not The Marketing Arm
10:04 Private Sector Must Step Up
12:39 Warren Buffett Capitulation Thesis
13:22 BlackRock Doubled Down At FTX
15:44 WTI Crude Predicts Bitcoin
16:49 Best Entry Point Right Now
22:01 160M Agent Payments Q1
24:50 Institutions Need Finality Not Speed
25:02 BlackRock Tokenizing $8B Fund
30:32 Fidelity Now Largest Investor
33:19 First DeFi In Public Company
35:41 Retail Capitulation Best Entry

[crypto.news @cryptodotnews]

NEW: Jamie Dimon says banks will fight the Clarity Act and calls Brian Armstrong “full of sh*t”

[Cedric Youngelman ⚡️ @CedYoungelman]

MUST WATCH 🚨

"Harvard's two largest liquid positions are Bitcoin & gold.

What does that tell you? They're worried about debasement."

@Bitwise CIO @Matt_Hougan on why the smartest endowment on earth is hedging 🟠

[Milk Road @MilkRoad]

Ryan Rasmussen: We're in a deep bear market and most people don't know it because $BTC is still hovering around $75K.

"I had a dinner with a friend the other night and they said, 'I'm selling all my crypto. I'm literally going to Vegas and going to put it all on blackjack.' That's the level of bare market that we're in right now."

But this is exactly what the bottom of past cycles looks like.

The people who need to desert have deserted. Now's the time to decide what you want to own for the next cycle.

FT @Matt_Hougan @RasterlyRock @LGDoucet.

[MR SHIFT 🦁 @KevinWSHPod]

E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious

@raoulGMI is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy.

Timestamps:

Introduction
Traveling Non-Stop & Kast Card Discussion
Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t
What Raoul’s Been Up To The Past 4 Months
Why The Stock Market Never Ceases To Grow
What Is The Economic Singularity?
Partnerships: @Trezor @Bitwise
Is It Still Early To Invest In AI?
Is Crypto Superior To AI Investment Wise
Crypto’s Reasons For Going Up Forever
Bitcoin Going From $126k - $60k Is A Nasty Correction
Are Early Investment Opportunities No Longer Possible
Why Raoul Started Buying $ZEC
What Are The Left & Right Curve Trades?
Partnerships: @KASTxyz @sumsub
How Raoul Thinks About Allocation With Zcash
Raoul’s Thoughts On Hyperliquid & $HYPE Token
How Layer Ones Will Accrue More Of Crypto’s Value
How To Measure Intelligence For Layer Ones
Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents
Why DeFi Isn’t Dead According To Raoul
Why All Financial Rails Are Moving To Blockchain Rails
Why Digital Art Will Accrue Massive Value Over Time
How Do You Structure An NFT Portfolio?
What Kind Of Investor Is Interested In An NFT Fund
Partnerships: @JupiterExchange @ethena
Should People Only Focus On The Top Tier NFTs
Raoul’s Plan To Lend Against NFTs
Is Bitcoin A Proxy Trade For AI
Why You Should Never Sell Unless You Have To
The Numbers Behind Buying & Holding vs Trading
Why Volatility Makes People Think Crypto Is Easy To Trade
Raoul’s Advice On Developing Patience
Why People Should Stay In Crypto
Why There’s Hope For Crypto In 2026 & 2027
The Kindest Thing Anyone Has Ever Done For Raoul
Closing Thoughts

[Raoul Pal @RaoulGMI]

The greatest mistake in crypto isn't bad timing. It's touching a position you should have held forever.

In this episode of The Journeyman, I lay out how I invest in crypto and the rules I wish I'd followed from day one. As ever, please enjoy!

[Eleanor Terrett @EleanorTerrett]

🚨NEW: President Trump says his administration is building a “future-proof” digital asset market structure that can’t be undone by “crypto haters.”

This marks the first time the president has publicly weighed in on crypto market structure since March.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran's IRGC releases a statement saying that it has retaliated to the US strike on an Iranian military position in the Strait of Hormuz by attacking a US airbase in Kuwait.

In their statement, the IRGC says "aggression will not go unanswered."

Oil prices are up nearly +5% on the news.