K-Man

Just a dude

[Frank @FrankAFetter]

I’m a greedy buyer of an asset that I have high conviction in and that’s in Deep Value territory, chopping around its 200-week moving average. $BTC

[Jordi Visser @jvisserlabs]

I do a weekly YouTube on AI to try and share the weekly trends for a mosaic look of the AI buildout, bottlenecks, backlog, pricing, adoption and investor sentiment. As we exit shocking Q1 earnings to reset the bar higher and go into the summer usage slowdown, this mosaic I put together on the recent trends argues for more AI rotation at a minimum. June 2026 is very different for AI than Jan 2026. Be ready for more volatility as investors adjust to less certainty during the AI mid-cycle slowdown.

[K-Man @kellens85]

@bitcoin_dawg GM ☕️

[Bitcoin Dawg @bitcoin_dawg]

#BULLISH

[Helium🎈 @helium]

Today begins the next era of the Helium Network. We're live now with a leadership update, a refreshed vision, and a governance proposal for the community to decide on. Watch: https://t.co/PhelZ9RH65

Mario Di Dio (@didiomario) is stepping in as CEO and our founder, Amir Haleem (@amirhaleem), is moving to Chairman after over a decade building Helium from an idea into a Network millions connect through every day. Read the full story: https://t.co/ZO0ht9F52O

Wireless is a trillion-dollar industry that’s cutting spend while demand keeps climbing. Indoor coverage is spotty, dense areas lack redundancy, and emergency services can't hop between networks. Helium is rebuilding it as an intelligent global infrastructure platform. A once-in-a-generation shift.

With our consumer business in good hands at Noble Mobile, Helium can focus fully on the bigger opportunity: our Network business. Serving several carriers and growing, it carries verified traffic for millions, burns $HNT based on use, and is owned by those who deploy it.

Today we're publishing a governance proposal to capitalize the opportunity, shift to utility-based rewards, support deployers with a floor, and add a community-elected oversight council.

Read it in full: https://t.co/rysDRBNIlN

Shorter explainer here: https://t.co/zRgmgAateg

This is a community decision, and we want the hard questions. Join Mario live now, then a Q&A at 3pm ET, with more sessions to follow. We'll be in Discord throughout: https://t.co/dKvHo3If0r

[James Lavish @jameslavish]

To put it simply, they will print more money to solve the insolvency.

Have a great night.

[Bitcoin Dawg @bitcoin_dawg]

The market always seems to forget this

#Bitcoin

[AQUA Wallet @AquaBitcoin]

Time for another Lightning Address giveaway! 🎁🌊⚡

Put your desired handle on a billboard and drop it below. We will pick the five best ones and award them their premium https://t.co/M8XWVoHKVC Lightning Address.

What will yours say? 🐬🌊

[Bitcoin Dawg @bitcoin_dawg]

IT’S A GOOD TIME TO STACK SATS 🟠

[Bitcoin Dawg @bitcoin_dawg]

IYKYK

If you don’t know,
then Study #Bitcoin and find out 🟠⚡️

[Bitcoin Dawg @bitcoin_dawg]

Apparently there was just a misunderstanding related to the sell of 32 bitcoin:native last week. Management got things straightened out and they are back to buying again this week. LFG 🚀

@Strategy @phongle @saylor

[Jordi Visser @jvisserlabs]

For some, last week felt like the beginning of an AI bubble unwind.

For me, it looked like the end of the agentic infrastructure fireworks show.

The buildout is not over.

But the easy phase where every chip, memory, power, and infrastructure name worked is probably over.

Now the rotation shifts to the next layer of Jensen Huang’s five-layer cake:

Applications.

That is where ROI shows up.

That is where specialized AI models matter.

And that is why Eli Lilly may be one of the most important AI stories in the market.

GLP-1 cash flow.
Proprietary data.
LillyPod.
TuneLab
Specialized AI.
Peptides=API Keys
Human software.

This week’s video is about why this is rotation, not a bear market and why the next phase of AI may look very different from the last one.

Watch here:https://t.co/NX74tzApzP

[Bitcoin Dawg @bitcoin_dawg]

Bitcoiners get it but it feels like 99% of society is asleep at the wheel.

#Bitcoin #BitcoinDawg

[Bitcoin Dawg @bitcoin_dawg]

GM. STAY HUMBLE, STACK SATS
#BitcoinDawg #GM

[Bitcoin Dawg @bitcoin_dawg]

The low $60K range is a great time to Bitcoin out of your cash 👊

Your future self will thank you

[Siegfried 🐘 🎈 🧬♦️ @ZwigoZwitscher]

Almost missed it: Today, @helium published a tentative 4 year roadmap - including intent to expand to Europe and Africa.

Sure, these are rough timeline estimates, but it's the first time these estimates have been stated publicly, afaik.
https://t.co/Pp5wkxcT70

[James Lavish @jameslavish]

Good evening.

I’m getting a lot of questions about whether my conviction has been impaired or my thesis has changed about Bitcoin with its recent price weakness. The answer is an emphatic no. Why? Because I like to keep it simple and focus on first principles. While other assets are enjoying the warmth of the hot ball of money, Bitcoin will simply continue to reflect the debasement of all government sponsored currencies over the long run. Nothing more. Nothing less. Hope this helps.

Have a great night.

[Bitcoin Dawg @bitcoin_dawg]

EXIT THE FIAT SYSTEM
#Bitcoin

[Bitcoin Dawg @bitcoin_dawg]

I spent 1,000s of hours researching market data and past #Bitcoin cycles in order to develop a comprehensive chart as a guide to track the adoption cycles and determine when $BTC is cheap in a relative basis.

According to the Inverse Cramer cycle theory chart, the time is now 👇