This is probably the most important interview you will watch for the rest of the year.
Tom Lee says he believes MSTR is close to a bottom, Bitcoin could drop to $77,000 and explains why MSTR’s price has been cratering for the last 3 months.
Must watch interview.
Saving in dollars vs gold vs bitcoin:
After 400 weeks of $50 DCA, you’d have $20,000 had you saved in dollars, 11.322 ounces of gold (worth $38,864) had you saved in gold, or 1.3719 BTC (worth $148,707) had you saved in bitcoin.
⚡️ZeroHedge nails it here: this wasn’t just a random liquidation - it was a strategic flush.
•Instead of trickling sales into ETF absorption, this whale (or entity) stacked blocks at size to nuke the bid wall, three times in a row. That’s not dumb money - that’s deliberate.
•Why? Because taking out the bid stack triggers cascading liquidations (perps, leverage longs, weak hands). That lets the same entity reload lower while ETFs, sovereigns, and corporates keep buying the net supply.
•Context: they still hold 152,874 BTC (~$17B). They’re not exiting Bitcoin - they’re playing a reflexive reset to shake out leverage and reposition.
This whale is showing us something bigger, they know the ETF/sovereign bid is infinite. So the only way to win is to force weak hands to puke and then accumulate back into the structural wall.
Deeper Truth:
This isn’t bearish. It’s proof.
We’re watching the old guard play their last weapon, forced volatility, against an orderbook now backed by ETFs and sovereign flows.
This is my favorite thing about Bitcoin:
Becoming a Bitcoiner is like tripping over a magic internet rock and waking up in a black hole of intellectual gravity.
You came for the number go up.
Now you’re reverse-engineering the Bretton Woods system at 2 a.m., arguing with a Dutch guy about tax treaties, reading Japanese bond yield curves for fun, and filing a PFIC election because some guy on Twitter said Metaplanet is bullish.
You learn macroeconomics, securities law, monetary history, game theory, energy policy, shadow banking, sovereign debt dynamics, and Austrian philosophy...
VOLUNTARILY.
You’ve become the final form of a late-stage fiat victim:
An autodidactic monster with laser eyes and a Fidelity login, obsessed with custody frameworks and wondering if the Cayman Islands count as a hostile jurisdiction.
And the craziest part?
You love it.
Bitcoin is the only asset in history that turns normies into geopolitical savants and finance bros into time monks.
It’s an intellectual initiation ritual into how the world really works.
And once you see it…
There’s no going back.
Blockchain and #crypto are at an inflection point.
The technology is maturing. Real financial services are being built. Other economies are stepping up with tech-forward regulation to attract the next wave of innovation.
Canada? Still sitting on the sidelines.
Thanks to @BNNBloomberg for having me on this morning to discuss the op-ed I wrote for @Cointelegraph.
We have the talent. We have the expertise. What we don’t yet have is a Federal government willing to engage seriously with this sector. It's hard to understand why we’d leave this opportunity on the table while others rush to claim it.
Let’s not miss the moment.
https://t.co/GZNRBDSp3n
I wanted to share this article written by @jillfriedman. She is very knowledgeable and has world-class experience in the Canadian crypto industry.
What just happened?
At 1:00 PM ET, the S&P 500 fell nearly -80 points in 30 minutes without any major "news."
What actually happened was a weak 20Y Bond Auction which sent US Treasury Yields soaring.
Investors MUST watch yields here. Let us explain.
(a thread)
Global M2 vs BTC update
I still think this is the most likely scenario. Note that doesn't mean it's the only scenario.
🔹 Blast-off date around APRIL 30, using a 107-day offset for Global M2. (has a high mathematical correlation)
🔹 Rally could last for 2 MONTHS, based on how long the M2 line goes vertical (rally could extend longer if M2 continues going up)
🔹 Regardless of the accuracy of the "blast off date", the massive influx of global M2 capital is coming. Don't get caught up in the weeds regarding the exact day. Look at the big picture.
If this subject is new to you, learn more about this apparent, predictive correlation of Global M2 to Bitcoin price movement in the video, in the reply below.
SAYLOR: You can wait until Bitcoin is easy and risk free and pay 100 times as much, or you can do the research and jump through a few hoops right now and get Bitcoin at a 99% discount.
📊 JUST IN: Retail Bitcoin holders (with balances under 1 $BTC) are selling off their coins, mirroring the capitulation pattern seen in late 2020.
Today, this group holds 35% more Bitcoin (1.75 million BTC) than they did in 2020.
MGX, an Abu Dhabi sovereign wealth fund, invests $2 billion in @Binance for a minority stake. The transaction will be 100% in crypto (stablecoins), marking it the largest investment transaction done in crypto to date.
This is also the first institutional investment @Binance has taken.
Onwards... Build!
https://t.co/0fYS70egik