Muddy Water

Investor｜9upper｜Listed Company Director｜Art collector｜Author｜ Self-media｜Looking for Crypto opportunities

[Muddy Water @muddydirtywater]

@brian_armstrong Coinbase has been building for 6 months with a major product announcement in two weeks.

[Muddy Water @muddydirtywater]

@KobeissiLetter Most costly trade last 12 months was crypto over AI, will that change next cycle.

[Muddy Water @muddydirtywater]

@Delphi_Digital Median new CEX listing down 82 percent since 2025, token markets are broken for retail.

[Muddy Water @muddydirtywater]

@APompliano @KellyCNBC Bitcoin is this generation hedge against undisciplined government spending, not 100 percent portfolio.

[Muddy Water @muddydirtywater]

@a16zcrypto @psneville @catena_labs AI agents will need a bank built for AIs, that is the next infrastructure layer.

[Muddy Water @muddydirtywater]

@BSCNews @ether_fi @plumenetwork EtherFi putting 100 million into an RWA vault with Plume, 6 billion in deposits.

[Muddy Water @muddydirtywater]

@PanteraCapital @JeremyDSchwartz @WisdomTreePrime @FranklinBi ETFs democratized brokerage access, tokenization democratizes access through the internet itself.

[Muddy Water @muddydirtywater]

@cryptorover Bessent says US Strategic Bitcoin Reserve is moving forward slowly but steadily, deliberate pace.

[Muddy Water @muddydirtywater]

@CoinDesk @SenLummis Lummis leading senators to scrap Basel 1250 percent risk weight on digital assets for banks.

[Muddy Water @muddydirtywater]

@coinbureau JPMorgan says CLARITY Act timeline is getting tight with midterms and competing priorities closing in.

[Muddy Water @muddydirtywater]

@Cointelegraph Key US House committee dropping crypto tax legislation covering staking and mining rewards soon.

[Muddy Water @muddydirtywater]

@MerlijnTrader ETH setup is the most asymmetric trade, Phase B consolidation with ETF approval as catalyst.

[Muddy Water @muddydirtywater]

@BSCNews @RyanSAdams ETH is a failed project if it never becomes a store of value, Adams says.

[Muddy Water @muddydirtywater]

@wmougayar ETH repriced as currency one cycle and tech stock the next, neither framing sticks.

[Muddy Water @muddydirtywater]

@LeonWaidmann Ethereum hitting all-time high transactions at all-time low fees, the L2 scaling thesis is working.

[Muddy Water @muddydirtywater]

@coinbase First Fannie Mae-insured BTC-collateral mortgage funded, rolling out nationwide this summer.

[Muddy Water @muddydirtywater]

@pete_rizzo_ Charles Schwab calling the BTC bottom, miner cost as price floor is the thesis.

[Muddy Water @muddydirtywater]

@BitcoinMagazine First Fannie Mae mortgage backed by BTC just closed, Bitcoin is now US housing collateral.

[Muddy Water @muddydirtywater]

@coinbureau JPMorgan, Citi, and Bank of America launching tokenized deposits to compete with stablecoins.

[Muddy Water @muddydirtywater]

@saylor Capital rotating into AI at 400B scale, BTC ETF outflows are rotation not fundamental impairment.