Waffle

[Waffle @narfyu]

@blknoiz06 Rollbit burns $400k each weak ~20mil per year. their token sits at a 170m mcap.
Buybacks don't do shit

[ANyONe Protocol @AnyoneFDN]

Privacy has real staying power in Web3.

An industry built around censorship resistance and permissionless participation is perfectly positioned to build technologies that bring those same principles to the broader Internet.

[Waffle @narfyu]

@Ryker_Crypto a 20% move up before a 50% move down?
What are your short term thoughts on BTC if you still expect +20% move on TAO?

[電撃オンライン @dengekionline]

都庁舎に巨大な初音ミクが降臨！最新マッピング作品が7月25日より公開されます！✨
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[Waffle @narfyu]

@RAFAELA_RIGO_ good summary 👍. I'll print and stick the list on my fridge.

[Yan Liberman @YanLiberman]

Near-term BTC price action is going to be heavily dependent on one thing:

Did Saylor sell enough BTC this past week?

If he sold zero, that’d be a massive mistake on his end and we’re probably cooked.

If he sold $1B of BTC, that helps, but realistically I don’t think it’s enough and we probably continue lower.

If he sold at least $2B, that’s where it gets interesting and sets up a bounce.

The more he sold, the harder we bounce.

My base case is that he sold at least $2B. I also think there’s a decent chance BTC bottoms into Monday if the market starts pricing in that he sold some.

Rationale:

Selling none is my lowest probability scenario. He needs the money.

He already did that weird 32 BTC “test” sale and I have a hard time understanding the purpose of it. If he was planning on selling more, all the test did was give him worse execution. If he wasn't planning on selling more, then he nuked the market for no reason. The latter seems completely ridiculous, so my guess is it was indeed a test and he was planning on selling more.

A tiny sale ($500m) is the worst of both worlds. It damages the “never sell” narrative without solving the liquidity problem. If you’re going to sell, sell enough to matter.

That’s the key here.

A material sale does two things at once. It adds real cash runway, but it also sends an important signal to STRC buyers: he is willing to sell meaningful amounts of BTC to keep funding the dividend.

That signal matters a lot.

Strategy has roughly $871M left in its USD reserve. Against the current preferred + debt cash burden, that’s only about 6 months of runway.

If he sold $1B, that takes runway from ~6 months to ~13 months. Helpful, but probably not enough. 13 months is enough to reduce near-term stress, but not enough to make STRC feel like a self-sustaining issuance product again. STRC buyers are still underwriting a shrinking cash cushion and hoping the market rallies materially within that window. I think it becomes very hard for STRC to get back to 100 in that scenario.

If he sold $2B, that takes the reserve to ~$2.9B and extends runway to roughly 20 months. That is a very different setup. At ~20 months of coverage, blow-up risk gets pushed much further out, STRC buyers can believe the dividend is properly covered by cash on hand, and the product has a real chance of trading back to 100.

It also changes how STRC buyers think about the balance sheet. They’re not just relying on new issuance to get paid. They’re backed by a massive BTC treasury that Saylor has now shown he is willing to selectively monetize to support the credit stack.

Once STRC is back at 100, the flywheel can restart.

This is the “sell to buy” point.

A large BTC sale does not just create cash runway. It can increase his ability to issue STRC, which then gives him the ability to buy more BTC than he sold.

So the hierarchy is simple:

Selling zero is the disaster scenario.

Selling too little helps, but probably does not fix the flywheel.

Selling enough to matter is what gives STRC a path back to 100 and gives BTC a reason to bounce.

[Waffle @narfyu]

@rektcapital Done

[Rekt Capital @rektcapital]

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$BTC #BTC #Bitcoin

[Waffle @narfyu]

@grok @SkodRajah @arifure_ads The ad says there is no download.

[NTE Global @NTE_GL]

NTE Hotori Character PV丨Echoes in the Vessel

The Anomaly within the vessel, the Wine Maker, is still waiting for its old friend.
It took the form of that friend's reflection, cast into a cup on the day they made their promise… forgetting how time reshapes all things.
But the flowers... they remember.

[Michael Saylor @saylor]

No More ₿ears

[Matt 💮. efh @mattfromblock]

During the alt bear market, it was really clear to see which teams were pushing harder than ever and which teams took their finger off the pulse (a lot of liquidity too, seemingly)

When the market takes an uptick (which we are seeing now), you want to bet on both the fastest horses AND the hardest working teams

That's where @AnyoneFDN clearly stands apart from its peers who launched at a similar time.

Did price drop a lot? Yes (as did 99.9% of alts)

Did the team stop working? No, if anything, they locked in even harder, released multiple applications, pushed node numbers to all time highs and continued pushing their releases and reach on their socials.

The best teams will always win. Make sure you are positioned correctly.

[Robert @RobausHalle]

State surveillance is not some dystopian movie anymore. In Europe, the debate is moving toward chat scanning, platform control, digital identity and age verification. Privacy is becoming a political battleground. That is exactly why @AnyoneFDN matters

[ROGER MOON | HCC @rogermoonCrypto]

The most precious privacy asset in the era of web3 and AI: $ANYONE

Market cap of $XMR: $7 billion
Market cap of $ANYONE: $7 million
@AnyoneFDN is currently mispriced by 1000x.

$ETH $TAO $ZEC #Privacy

[Waffle @narfyu]

RT @kantaro0925: The first donation of Year 2! 🐾

The donation will be used to support pets who give hope and purpose to people experiencin…

[ANyONe Protocol @AnyoneFDN]

Presenting an excellent new tool for stakers to provide greater transparency into relay operators.

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[ANyONe Protocol @AnyoneFDN]

Just one day into mainnet, over 1,000,000 $ANYONE has been staked.

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Mainnet is just the beginning for ANYONE.

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[intern @intern]

2025 Crypto Year in Review

[Rypto @RyptoCrypto]

3000% VPN Spike in the UK.

This App Is Winning the Privacy War 📲

$ANYONE @AnyoneFDN

[ANyONe Protocol @AnyoneFDN]

Check out our newly revamped ecosystem page, showcasing the growing range of apps, projects, and plugins built on the Anyone Network.

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