Philippe Bekhazi | XBTO

Founder+CEO Institutional Crypto Trading / Asset Mgmt @xbtogroup - Ex-Sponsor of IMCF Miami. Adventurer chasing asymmetry.

[Philippe Bekhazi | XBTO @philippebek]

@AttwellAviation @preston_holland Never know. A220-100 business only, no stop in SNN - might just do it.

[Philippe Bekhazi | XBTO @philippebek]

Told you guys! 🚀

[Philippe Bekhazi | XBTO @philippebek]

PSG best team in the world. Easy.

[Philippe Bekhazi | XBTO @philippebek]

Lots of other narratives stealing the show. It is difficult to know what will change this year but i still believe rotation back in Bitcoin will happen (crypto narratives doing great however: privacy coin $zec/$near, defi trading $hype…)

[Quinten | 048.eth @QuintenFrancois]

Crypto is getting obliterated by every other asset

[Philippe Bekhazi | XBTO @philippebek]

I agree. That said Yield Curve Control is a real possibility.

[Citrini @citrini]

This selloff in rates is closer to the beginning than the end imo.

[Philippe Bekhazi | XBTO @philippebek]

Hodling is hard but it makes a big difference over time.

[WOLF @WOLF_Financial]

HOWARD MARKS ON THE MOST EXPENSIVE LESSON OF SELLING TOO EARLY:

"Amazon was $90 in 1999. When the tech bubble burst, it went to $6. It was down 93%."

"What if you were smart enough to buy it at $6? Would you have held to $12? What about $60? You've made 10 times your money, would you sell?"

"What about when it got to $600? You made 100 times your money. Most people would sell."

"At the time I wrote it, Amazon was $3,300. If you sold at $600, you left 85% of the money on the table."

"Buffett says he made all his money on 12 ideas. Charlie Munger said he made all his money on 4. The big mistake is getting off too soon."

[Philippe Bekhazi | XBTO @philippebek]

This is very interesting. Perfect product market fit (minus the privacy)…

That said, the compliance framework is a real nightmare.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇷 Iran to require ships passing through the Strait of Hormuz to pay tolls in Bitcoin, FT reports.

[Philippe Bekhazi | XBTO @philippebek]

Great to see this coming from Charles Schwab, and very much aligned with our findings.
In our report, published last year, we identified a ~3–5% BTC allocation as optimal in a traditional portfolio. Small BTC allocations do the heavy lifting: enhancing returns and improving portfolio efficiency without materially increasing risk.
Crucially, BTC diversifies the drivers of return and risk; not just the optics of allocation.

Worth a deeper look → https://t.co/CZc5G33C3o

[Hugo Navarro @HugoNavarroPer2]

EBITDA (2026 edition): Earnings Before Iran, Tariffs, and Donald Announcements.

[Philippe Bekhazi | XBTO @philippebek]

Gonna be a real banger of a world cup.

Mbappe and Dembele chilling on the bench.

[Polymarket Sports @PolymarketSport]

France up 3-0 on Colombia (13th-ranked in the world)

France's bench:

[Philippe Bekhazi | XBTO @philippebek]

@bricexeth “Planned” conceptually maybe. The risk reward is terribly skewed. Let’s see how this develops…

[Philippe Bekhazi | XBTO @philippebek]

This is entirely based on real events. Any resemblance to fictional persons or imaginary events is purely intentional.

[Mario Nawfal @MarioNawfal]

If you're still not convinced the reason Trump attacked Iran is energy and China, here's Dick Cheney explaining it in detail 8 years ago in his biographical film 'Vice'

Can't make this up

[Philippe Bekhazi | XBTO @philippebek]

100%

A very disappointing outcome for everyone.

[@jason @Jason]

The economy, inflation & ‘no foreign wars’ were the reason folks voted for Trump

All the administration needed to do was sit on their hands: don’t start wars, let the economy rip because of AI efficiency & execute Trump’s flawless pro-business policies

they couldn’t do it 🤦

[Philippe Bekhazi | XBTO @philippebek]

@bscholl @Starlink Hello from a 350 with @starlink - now need to get those on the @flybermudair planes (E190s). Big backlog it seems!

[Philippe Bekhazi | XBTO @philippebek]

#bitcoin showing what it is worth.

$72,500

[Philippe Bekhazi | XBTO @philippebek]

I remember it too. I thought it was a joke.

Life surprises you like that.

It was weird to have XBTO on the apple tv screen for months on end.

It was and will ever remain … very cool.

[Mr Wills @MrWills96]

🚨🗣️ DAVID BECKHAM: “I remember it was 5 a.m. in Japan, we were sleeping, and the phone wouldn’t stop ringing. Victoria told me to turn it off, that we needed to sleep."

"Then I put on my glasses and read: ‘Leo Messi has decided to come to Inter Miami.’ Just saying it gives me goosebumps. I sat up in bed and started crying. Victoria asked me what had happened, if someone had died."

"When I spoke with Jorge Más, I told him to go to the airport, that they had to be there when he got off the plane, because it could’ve been his brother, maybe we had signed his brother, haha. It’s Leo, it’s Messi, it’s the greatest footballer in history.”

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Philippe Bekhazi | XBTO @philippebek]

@bscholl @boomsupersonic Those are some pretty vivid dreams/nighmares you have! 😅

[Philippe Bekhazi | XBTO @philippebek]

@viktorfischer @UpexiTreasury @solana Sir.

[Philippe Bekhazi | XBTO @philippebek]

Looks like we are quickly headed towards deflation as i explained late last year in @xbtogroup newsletter. This can be temporary or it could last and be very disruptive to the economy. Hard for a lot of companies to make money in deflation.

Fed is behind curve on this, for sure.

[Truflation @truflation]

BREAKING: US CPI inflation today 0.68%

Our independent inflation index dropped from 0.86% yesterday to 0.68% today, Sunday, Feb 8.

Independent price data show another strong wave of cooling inflation, this time driven by a ~20% drop in natural gas prices charged to residential consumers.

Utility providers purchase gas at wholesale hubs or under contracts, with household prices adjusted later due to regulatory factors and billing cycles. This latest cooling reflects commodity price declines from previous months, which are only now trickling into retail gas prices.