Andreas Schmidt

[Andreas Schmidt @kc_as]

@hicasamadim 72

[Vincent Van Code @vincent_vancode]

Arguably one of the best and most informative posts I have read in a while.

Not sure who this chap is, but he fully understands the markets.

And I said it all along, without utility and fundamentals driving demand, speculative pricing can be manipulated using all of Wall st tools.

[0xNobler @CryptoNobler]

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you’re watching right now is not normal price action.

It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.

Most people are completely unaware what’s happening.

And by the time it becomes obvious, the damage is already done.

This move didn’t start today.
It’s been building quietly under the surface for months.

And now it’s accelerating.

Here’s the truth:

The moment supply can be synthetically created, scarcity is gone.

And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.

That is exactly what happened to Bitcoin.

And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

Once derivatives took over.

The original Bitcoin thesis is broken.

Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation

That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point forward Bitcoin supply became theoretically INFINITE.

Not on-chain.
But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer responds to demand.

It responds to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They’re not guessing direction.

They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat

This isn’t “betting.”

It’s inventory manufacturing.

One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That’s six claims on one coin.

That is not a free market.

That is a fractional-reserve price system wearing a Bitcoin mask.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn on notifications before it's too late.

[Andreas Schmidt @kc_as]

@EleanorTerrett Congratulations Eleanor 👍🎉🍾

[Andreas Schmidt @kc_as]

@TheCryptoSquire Dump ahead. This doesn't bode well for the XRP price. If you deposit that much XRP into the exchange, then the person probably wants to sell.

[Nick | Crypto Crusader @NCashOfficial]

The majority of the people in this space think that a supply shock can't happen unless the total coin supply is miniscule.

This is why when we talk about a $XRP supply shock, most laugh. They think that because there is 99B+ XRP, there will never be a supply shock, but let's break this down.

We currently have 8 companies now creating #XRP based treasuries. This is confirmation that confidence behind XRP as a legitimate traditional investment is growing. These companies see it as a safe long-term hold to sustain value growth.

- Trident Digital Tech Holdings Ltd (TDTH)
Up to $500 million XRP treasury plan
Partnered with Chaince Securities

- VivoPower International PLC (VVPR)
$100–121 million XRP treasury
Involved in yield generation via Flare

- Webus International Limited (WETO)
$300 million XRP reserve strategy
Still in development/planning

- Wellgistics Health, Inc. (WGRX)
$50 million XRP treasury
Focused on instant payment infrastructure

- Nature’s Miracle Holding Inc. (NMHI)
$20 million XRP reserve
Agri-tech company using XRP as treasury asset

- Hyperscale Data Inc. (GPUS)
$10 million XRP commitment
Exploring long-term treasury strategies

- Worksport Ltd. (WKSP)
$5 million XRP reserve plan
Initially entered with six-figure buys

- Everything Blockchain, Inc. (EBZT)
XRPFi framework participant via Flare
Exact amount not disclosed

Now, on top of this, we also have 16 spot ETFs awaiting approval

- Bitwise
- Grayscale
- 21Shares
- WisdomTree
- Canary Capital
- CoinShares
- Franklin Templeton
- Volatility Shares
- ProShares
- Tuttle Capital Management
- Hashdex
- Invesco
- VanEck
- Fidelity
- ARK Invest
- Galaxy Digital

These are two extremely significant catalysts that will impact the supply greatly.

Now, when we combine this with institutional DeFi + lock ups, xrp being locked in liquidity pools, utility demand rising significantly around cross-border payments, used to settle tokenized RWAs, bridge currency for stablecoins, interbank settlement, retail use cases behind NFTs, gaming, DeFi & more.

I didn't even mention the trading of XRP from institutional, retail & enterprise based investors.

When we think about all of these factors, it's very clear that demand around XRP is only going to continue to rise. With regulatory shifts happening to reinforce XRP's position and with increased adoption/acceptance of crypto, we could soon experience supply shocks on XRP and many other utility based crypto assets.

If this all works out properly, the price of XRP can/will be valued above $50+, and that's being conservative. Many will laugh or say that's insane or it will never happen. We just watched Bitcoin cross $2T+ with not even close to the amount of utility XRP has or the efficiencies of the XRPL.

People underestimate the value of utility because this entire space has been operating under the shadows of Bitcoin since inception, and NONE of the value in this space is tied back to utility. A new age of crypto is approaching, and most will be silenced by what's coming. Lock in.

[Andreas Schmidt @kc_as]

@Gemini When’s the Gemini card coming to Europe/Germany? 😎

[Andreas Schmidt @kc_as]

@_Crypto_Barbie Happy Birthday Amelie 🎉🥂

[Deutschland Kurier @Deu_Kurier]

Acht Stunden Warten in der Notaufnahme?! Unser Gesundheitswesen ist am Ende!
| Katrin Nolte

[Andreas Schmidt @kc_as]

@JohnEDeaton1 @jordanmdeaton Thank you John 👍

[Andreas Schmidt @kc_as]

@_Crypto_Barbie Glückwunsch Amelie 🍾🎉

[Andreas Schmidt @kc_as]

@_Crypto_Barbie Merry Christmas 🎄🎁

[John E Deaton @JohnEDeaton1]

THE RETURN OF XRP

With XRP overtaking SOL, above $2, and approaching a $120B market cap, allow me to reflect.

When I sued the SEC, people assumed I was a huge XRP holder. The truth is, when the @Ripple case was filed, 50% of my net worth was in BTC. Today, it’s 80%. I also had 4X more in ETH than XRP. In sum, XRP was a very small investment.

I sued the SEC b/c what it did was wrong. I’m not talking about Ripple. The SEC sues lots of companies. I’m talking about the absurd allegation that XRP itself was illegal, including if acquired by USERS of the XRPL or by people who’d never heard of @bgarlinghouse, @chrislarsensf or Ripple.

There were people being paid in XRP. Companies like @Spend_The_Bits and @TapJets used XRP in business applications. There were XRP debit cards. Thousands of people
opened a trust line with the XRPL just to send 💰 to others in seconds and for a fraction of a penny.

FACTS:

In 2014, the @USGAO declared XRP a “virtual currency utilized in a decentralized payment protocol called Ripple.”

In 2015, FinCEN declared XRP a virtual currency and told Ripple it must comply with Banking laws. The SEC was provided the details of the settlement and never said a word.

On June 13, 2018, SEC enforcement lawyers ✍️ a report on whether XRP was a security under Howey. SEC lawyers DID NOT recommend enforcement.

@bgarlinghouse met with Hinman and Clayton multiple times and Garlinghosue complained that XRP and Ripple were living in purgatory b/c BTC and ETH were given clarity in Hinman’s speech but not XRP. Not once did they inform Ripple it was because XRP was a security.

In the 2019 FSOC Annual Report, signed by Clayton, XRP, along with BTC, ETH and LTC, were described as virtual currencies gaining in market share.

In January 2019, Coinbase met with the SEC, specifically regarding XRP, and notified the SEC that Coinbase had run XRP through its digital assets framework, and some of the best, most experienced securities lawyers in the world had determined XRP NOT a security. But Coinbase would defer to the SEC b/c Coinbase wanted to soon go public and wanted to make sure the SEC was in agreement over XRP. The SEC allowed Coinbase to list XRP in February 2019 and Coinbase began marketing the utility of XRP much more aggressively than Ripple had ever done. In 2019, if you opened up the Coinbase app, you saw the below page.👇

In June 2019, @MoneyGram filed paperwork with the SEC disclosing MoneyGram would be using XRP in its cross border payments business. The SEC knew MoneyGram was selling XRP on Coinbase to the general public. Yet, did nothing.

Also, the U.K., Japan, Singapore, Switzerland and the UAE had declared XRP a non-security token.

Yet, despite the above, the SEC, on December 22, 2020, claimed ALL XRP were illegal.

I sued the SEC b/c gross government overreach is gross government overreach even if it’s 🆚 a company you don’t like. Many turned a blind eye b/c they didn’t like Ripple. To me, it’s like free speech. You have to protect the speech you don’t like. If you don’t, eventually the government may unjustly come after speech or a company you do support.

Plus, even if you’re not a fan of Ripple, when you learn the facts surrounding the filing of the Ripple case, it is impossible to credibly say that everything was on the up and up. In fact, it was down right shameful. Disagree? Read the Joe Grundfest letter that I had to threaten the SEC with a second FOIA lawsuit to acquire. 👇

https://t.co/z6RCkSJinE

Although I didn’t own much XRP at the time, when 75K XRP holders joined me and XRP plummeted, I bought more and more. I did so because it felt like it’s what I needed to do to truly be invested in the fight agaisnt the SEC. I may have done all the legal work for free but sometimes you get paid in other ways.

Whether you hate XRP or believe it’s a shit coin (and I have friends who do), I’m thrilled for the XRP holders who’ve held this entire time. They’ve went from purgatory to hell and back.🫡

[SEC Chair Gary Gensler Archive @GenslerArchive]

On January 20, 2025 I will be stepping down as @SECGov Chair.

A thread 🧵⬇️

[Andreas Schmidt @kc_as]

@_Crypto_Barbie Yes

[Andreas Schmidt @kc_as]

@_Crypto_Barbie Happy Birthday 🥳 🍾

[Andreas Schmidt @kc_as]

@StephanieStarrC @fiatleak 🤔@wesleyCvision Oli hast Du hierzu eine Erklärung?

[Andreas Schmidt @kc_as]

@RippleXrpie Australia 🤩👍

[Andreas Schmidt @kc_as]

@bgarlinghouse Congratulations Brad👍🎉🍾

[Andreas Schmidt @kc_as]

Nordwald-Markt in Nordhalben: hier kauf ich ein - hier bin ich daheim: https://t.co/3GKGhFF4pE