Royal Cryptonite

Full Time Gem Magnet 🧲 Trench Mafia 👻 Don’t ask me for the CA Ai | RWA | MemeGod

[Brian Armstrong @brian_armstrong]

I think it’s time to revisit the accredited investor laws in the US.

Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.

These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!

We have to judge policies based on their outcomes, not on their intentions.

These are two possible routes I see:

1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.

2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.

[Michael Saylor @saylor]

Bitcoin Capitalism — my keynote from @BTCPrague 2026.

Digital Capital is the foundation for Digital Credit, Digital Money, Digital Yield, Digital Equity, and a universe of Bitcoin-backed products and services.

Timestamps:

01:37 - The Four Bitcoin Ideologies and the case for Bitcoin Capitalism
03:29 - Bitcoin as Digital Capital: thousand-year capital with a half-life of infinity
06:12 - Bitcoin network snapshot and ~68% dominance
07:41 - What is money? The Austrian view, the conventional investor view, and “Bitcoin is money, everything else is credit”
09:21 - Digital Money and Digital Credit: bitcoin-backed products for fiat-facing investors
11:28 - Digital Credit: an ~$11–12B asset class that was zero 12 months ago
14:54 - Bitcoin’s opportunity: $1T of bitcoin vs. $1,000T of global capital
15:43 - The 10-dimensional model for reaching stranded capital
16:44 - 1) Asset types: commodities, equities, credit, derivatives, real estate, money, and tokens
18:07 - 2) Capital functions: store of value, appreciation, income, collateral, and payments
19:29 - 3) Custody: self-custody, banks, custodians, broker-dealers, prime brokers, and exchanges
20:34 - 4) Jurisdictions: 664,000 legal and regulatory environments for capital
22:03 - 5) Distribution networks: banks, exchanges, payment networks, and $156T controlled by wealth advisors
23:13 - 6) Account forms: retirement accounts, brokerage accounts, insurance policies, treasuries, and trusts
24:51 - 7) Risk: market, currency, duration, regulatory, credit, technical, security, theft, and counterparty risk
26:03 - 8) Liquidity: transforming $350T of illiquid capital with liquid digital assets
28:02 - 9) Investors: banks control ~$200T and need compliant bitcoin-backed products
30:09 - 10) Product characteristics: fixed rate, floating rate, leverage, callability, fees, and structure
30:45 - The 10x10 matrix for channeling global capital into Bitcoin
31:19 - How $10–20T of capital could expand Bitcoin into a $100T network, moving from $70K to $700K to $7M per bitcoin
32:10 - Bitcoin Capitalism as a Darwinian market: winners, challengers, failures, and 1,400 companies tracked by Strategy
34:53 - Existing bitcoin-backed products: @Trezor, @Unchained, @Fidelity, @Fold_app, @Tando_me, @Relai_app, @CashApp, @HodlHodl, @AnchorWatch, @Meanwhile, $IBIT, $STRC, and $MSTR
40:03 - Digital Capital, Digital Credit, Digital Money, and Digital Yield competing with traditional capital markets
41:03 - Digital Money and Digital Yield: better stablecoins and higher-yield bitcoin-backed products
47:27 - 3 ways to participate: savers, investors, and innovators
49:19 - The aluminum airplane analogy: people buy the product, not the commodity underneath
52:29 - Build a ₿ridge to connect $BTC to the global capital markets
53:42 - 10,000 products, 10,000 needs, and 100,000 corporate efforts to change the world

[Paul Grewal @iampaulgrewal]

When we see CLARITY signed into law, there better be a big gold chair in the middle of the front row for @patrickjwitt . Heroic work being done to get this over the finish line.

[Crypto Tice @CryptoTice_]

THE BITCOIN MVRV JUST ENTERED THE DEEPEST UNDERVALUATION ZONE IN HISTORY.

0 to 10 percentile.
The greenest reading on the entire chart.

This zone has appeared exactly 5 times in Bitcoin's history.

Every single visit produced returns that changed lives forever.

Not 50% gains.
Not 100% gains.
Generational. Life. Changing. Returns.

And we just entered it again in 2026.

The data is not whispering anymore.
It is screaming at the top of its lungs.

The greatest buying opportunities in Bitcoin history never felt safe.

They felt exactly like this.

[Merlijn The Trader @MerlijnTrader]

Bitcoin just touched the Rainbow ALL IN ZONE.

2018:
All in zone.
5x rally.

2020:
All in zone.
22x rally.

2023:
All in Zone.
8x rally.

2026:
All in zone.
4x rally ?

Scale in here. Go heavier deeper.

[The Bitcoin Historian @pete_rizzo_]

JACK MALLERS JUST SENT A MASSIVE WARNING TO EVERYONE WHO ISN'T BUYING THIS #BITCOIN DIP

WE ARE ABOUT TO SEE THE "GREATEST WEALTH TRANSFER IN HUMAN HISTORY"

BTC IS "GOING TO THE MOON"

SEND IT 🚀

[Crypto Rover @cryptorover]

$BTC just fell below the rainbow chart. 🌈

Historically, this has happened 2 times.

• 2022: $15,500
• 2026: $63,000

Most Bitcoin OG's remember this.

[Michael Saylor @saylor]

@jimcramer It’s just a flesh wound, Jim.

[Michael Saylor @saylor]

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym

[Phong Le @phongle]

Thank you to the tens of thousands who joined our earnings call. Our calls are not typical: 2x the duration, 10x the slides, 100x the transparency. Unscripted remarks. Unfiltered questions. Bitcoin is not a typical asset class.

[The Smart Ape 🔥 @the_smart_ape]

> wlfi: yo justin, here's 3B $WLFI plus 1B gift for joining the advisory board. quick reminder: these are non-transferable. it's in the sale terms, the smart contract, AND the token unlock agreement you're about to sign.

> justin: cool cool

> wlfi: agreement also says we can freeze any wallet at our discretion, and you pledge no shorting. cool with that?

> justin: yep, signing now

> wlfi: bet

(8 months later, 24h before launch)

> justin: (quietly moves $300M usdt from his htx wallet to a single binance deposit address, in three transfers between 11:17 and 15:35 utc)

> wlfi: …what's that for

> justin: nothing. ignore it
(launch day. WLFI -26% in minutes. short interest +23%, all new positions, none closing out)

> wlfi: justin. did you just short the project you're an advisor of, while sitting on 4B locked tokens

> justin: no comment

> wlfi: also why did you send $9M of WLFI to binance when you literally signed a paper saying you wouldn't

> justin: …

> wlfi: ok we're freezing the wallet. per the clause you signed.

> justin: BACKDOOR!! SECRET BACKDOOR!! THEY HAVE A SECRET BACKDOOR!!

> wlfi: it's the clause. you signed it yourself. it was disclosed in three different documents.

> justin: (sends lawyers) hundreds of millions or we "light world liberty on fire" and send the WLFI price "to shit"

> wlfi: that. is the threat. you just put it in writing.

> justin: (4 long-form attack posts on x in chinese and english over 4 days. allegedly hires kols. bots amplify. reuters, ft, bloomberg pick it up)

wlfi: cool. (files defamation suit. attaches every threat as a court exhibit)

judge: (tbd)

[The ₿itcoin Therapist @TheBTCTherapist]

When you realize there’s only 21 million bitcoin, 5 million or more have been lost forever, Michael Saylor and BlackRock have bought 2 million since ETFs launched, no nation states own it in size and there’s over 8 billion people on the planet.

[Michael Saylor @saylor]

Strategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026. As of 4/12/2026, we hodl 780,897 $BTC acquired for ~$59.02 billion at ~$75,577 per bitcoin. $MSTR $STRC https://t.co/xVKjg2cEVP

[Jack Mallers @jackmallers]

@notthreadguy They are looking for a monetary network that can respect property rights and trustlessly settle high-stakes transactions between enemies at war, not Apple Pay.

https://t.co/0yoapDj3VZ

[David @david_eng_mba]

Hormuz just made Bitcoin easier to understand.

A $1 per barrel toll on pre-war Hormuz flows would generate about $20 million a day.

At current prices, that is about 281 BTC.

Bitcoin only issues 450 new BTC a day.

If stablecoins can be frozen by the U.S., then neutral settlement matters.

Bitcoin is the obvious candidate.

So one geopolitical chokepoint could theoretically absorb about 62% of all new Bitcoin supply.

Scarcity matters more as the world gets more fragmented.

[Adam Livingston @AdamBLiv]

People keep misreading this chart. The lack of reading comprehension is STAGGERING.

If you look at Bitcoin's price in a vacuum, we hit an all-time high last year. That looks like a bull market.

If you look at Bitcoin's price relative to its long-term trend, we've been in a bear market since 2022.

The 2025 "bull run" to $126K barely grazed the power law center line — a +0.2σ overshoot. In 2017 the top was +2.7σ. In 2021 it was +1.5σ.

This cycle's top was the weakest overshoot in Bitcoin's history.

Price touched the trendline and fell back below.

That's not a bull market. That's a failed mean reversion.

And here's the part that should stop you in your tracks:

During these four years of below-trend prices, the Power Law's R²... its level of explanation of Bitcoin's price variance - has INCREASED. From ~0.95 to 0.961.

The model didn't weaken during the drawdown. It strengthened.

Every below-trend data point landed exactly where the model predicted it should - stationary residuals, zero mean drift.

The data continues to confirm the model while the price disappointed the crowd.

Bitcoin is converging toward its power law attractor with compressing volatility. The blowoff tops are dying. The crashes are shallower. The oscillations are tightening.

This is what a maturing network governed by physics looks like.

A simple return to the long-term trend... no bull market required, just mean reversion... points to $200K in under a year.

If it takes two years, you're looking at $300K with zero overshoot.

Four years of stored energy below the trendline.

R² still climbing.

The spring hasn't released yet.

[BitcoinSapiens ⚡️ @BitcoinSapiens]

Michael Saylor gives Bitcoin price predictions

- $1,000,000 Bitcoin over the next 4-8 years
- $20,000,000 Bitcoin over the next 20 years

Send it 🚀

[Tyler @TylerDurden]

Bitcoin is an IQ test. Always has been.

[David @david_eng_mba]

Bitcoin’s Floor is the Real Story.

Using a more conservative 5.8 floor exponent, and anchoring today’s floor at $65,971, the floor still rises to:

$91.5K in 1 year
$167K in 3 years
$289K in 5 years
$936K in 10 years

The floor reaches $1M around July 2036.

It is about 38.6% over the next year.

The long-run CAGR from $65,971 to $1M over that path is about 30.2%/yr.

Everyone watches the price.

Almost no one watches the level Bitcoin refuses to stay below for long.

It is time compounding underneath the asset.

[Royal Cryptonite @RoyalCryptonite]

@DanSchafferDev What info do you need and how do I get it to you?