71% vs 66%. IBIT beat @Vanguard_Group S&P 500 fund, not BlackRock's own IVV. same numeric gap either way, just naming the actual comparison
IBIT charges 0.25%, over 8x Vanguard's 0.03% fee. the outperformance is just Bitcoin's 81% year showing up in the fund, not fund management skill
@BitcoinArchive they didn’t just truck 86 tonnes across the atlantic. 59 tonnes got sold in new york and bought back in london so they wouldn’t have to melt the bars
the other 27 tonnes actually moved
london is now their biggest vault because that’s the gold you can sell in a crisis
@pete_rizzo_ she cut this to $1.2M back on Nov 6, 2025, on CNBC. still repeating $1.5M almost a year later
her long-term bull case is unchanged, the price target moved
@cryptorover it's SOL, AVAX and Chainlink, three assets not two. Schwab only launched BTC/ETH trading in May, charging 75bps per transaction
$13T in client assets is a distribution unlock most crypto platforms don't have. Coinbase and Robinhood still offer a much wider lineup
@mert calling encrypted money the 2nd amendment of the internet is the kind of framing that either ages incredibly well or becomes a meme
no middle ground
@cryptorover That is 4 data points across a decade. each one had completely different liquidity, rates, ETF conditions. the line is interesting, but the sample size is not as much
@KillaXBT sth cost basis reclaim is the first clean structural shift in months
still doesn’t mean much until 80-83k either holds or fails cleanly
everything between here and there is just noise with better optics
@WatcherGuru CFTC has existing authority to build market structure rules on its own. redrawing the actual SEC/CFTC jurisdictional line is the one thing it can't do without Congress
Selig still wants the legislation passed anyway. agency rules are easier for the next administration to reverse
@WatcherGuru CFTC has existing authority to build market structure rules on its own. redrawing the actual SEC/CFTC jurisdictional line is the one thing it can't do without Congress
Selig still wants the legislation passed anyway. agency rules are easier for the next administration to reverse
@WatcherGuru first close above the 200-day SMA since November. Treasury's buyback expansion eased long yields and triggered a short squeeze on top
$73,227 is the next level to watch, the 0.618 fib retracement. this is the move people were waiting for during that whole boring range
@brian_armstrong sep 15 is the cloture vote, needs 60 votes to open debate. passage is a separate vote, comes later if it happens
Polymarket's odds on passage: down from 58% to under 20% this summer
@Metaplanet just took a 95.7% stake in Super League Enterprise, an already-public US company, and renamed it Superplanet
paid with 2,100 $BTC plus $2.5M cash. just under 5% of their total 43,000 $BTC holdings
this is a Bitcoin balance sheet buying a shell just to get a second capital-raising door in the US. cleanest version of this playbook so far