Simon Schouten

[zerohedge @zerohedge]

The Fourth Turning Is Here: The Old Order Is Breaking Down https://t.co/CbwPEKXVlj

[ARK Invest @ARKInvest]

Bitcoin fell ~14% in Q2, closing at ~$58,544 and slipping below all three major moving averages. US spot ETFs added to the pressure with seven straight weeks of outflows, shedding roughly 71,000 BTC. Yet long-term holder supply hit an all-time high of ~14.85 million BTC.

ARK's Q2 2026 Bitcoin Quarterly digs into what that means for a key source of marginal demand, plus the on-chain, derivatives, and macro data that shaped the quarter.
https://t.co/NPP9Up20Ff

[Doctor Profit 🇨🇭 @DrProfitCrypto]

$BTC: Report of the Century:

Today I am making one of the biggest announcements since I sold the top in September 2025. I am taking profit on every single crypto short. The Bitcoin short built between $115,000 and $125,000 is closed now with a gigantic gain. The $80,500 short, built between $79,000 and $82,000, is closed with another massive profit. The 100+ altcoin shorts I opened over the last several months are also closed, locking in another enormous win on top. The time of drinking tea is over. Congratulations to everyone who ignored the noise, trusted the framework and followed me from September 2025 until today.

Buying Bitcoin Spot:

For the first time since September 2025, I am buying Bitcoin spot again. Today, I entered at $64,000 for the absolute long term. For the first time since 9 Months I am buying Bitcoin for the long term! It is the beginning of a structured accumulation strategy, and I will execute it with the same discipline that allowed me to sell the top.

The Accumulation Strategy

Everyone who followed my strategy at $115,000–$125,000 remembers exactly how it worked. Every day Bitcoin traded inside that zone, I sold 10% of my spot position and added shorts. I did not care whether BTC was at $116,000, $120,000 or $124,000. Now I am doing the exact same thing in reverse. Every day Bitcoin remains between $54,000 and $64,000, I will buy 5% of my allocated capital in spot Bitcoin. Not 10% this time, but 5%, because I want to spread the accumulation across a wider period! If Bitcoin stays at $62,000, I buy. If it falls to $58,000, I buy. If it drops to $56,000, I buy. If it wicks into $54,000, I become more aggressive. If it returns to $64,000, I still buy. As long as Bitcoin remains inside this zone of 54-64k I am buying every day with 5% of my entire capital limited to 20 days.

The Technical Zone and Sentiment Shift

The legendary weekly MA200 sits in this region and is now being tested from below. Bitcoin already reached the lower section of this area last week. The top of the 2024 consolidation box also aligns with it. More importantly, sentiment has completely flipped. And I need to say, there are more bears, much more bears than bulls outside, and I dislike being one of many. The same people who were screaming for $150,000 at the top are now desperately waiting for $40,000. X is flooded with targets of $50,000, $45,000, $42,000 and $38,000. Retail is once again standing on one side of the boat, convinced the market owes them the perfect entry.

Front-Running the Herd

Since I announced the 50-40k region as my deeper bear-market target, most of crypto X has copied the same narrative. They copied everything, The market is not blind. The market knows retail is sitting in cash waiting below $50,000. They know people are terrified to buy at $64,000 because they have convinced themselves they will receive Bitcoin at $40,000. I am not going to stand behind the herd and beg the market for the same price as everyone else. I am front-running them. And the next that is following is also going to increase the price and so on, and the chain will be continued and those who are waiting for lower can stay there waiting forever.

Just because the four-year cycle worked at the top does not mean it will work at the bottom. Right now, everyone is waiting for September or October as if the market has already programmed the bottom into the calendar. Do you understand how insane that is? Ask anyone when they plan to buy and they will tell you September or October. Ask them why and they will repeat the same answer: because of the four-year cycle. That is the 1+1 herd behavior. What if the real cycle is not exactly four years? What if it is three years and nine or ten months? What if the market bottoms before the date the entire crowd is waiting for? Bulls are waiting, bears are waiting, and everyone is using the same indicator to justify the same timing. That alone shold cause panic to all waiting for the 4 years cycle to happen. Markets do not reward the masses for memorizing a calendar. I am betting against the four-year-cycle bottom. It is not happening. The bottom comes earlier.

The Structural Shift Around Bitcoin

The deeper reason for the change is not technical. It is structural. The environment around Bitcoin is shifting at a speed most people still do not understand. Regulatory clarity, tokenization infrastructure and institutional adoption are all moving forward at the same time, and the legal framework being built right now has the potential to unlock trillions of dollars of institutional capital that has been sitting on the sidelines or parked in the stock market waiting for certainty. Combine that with Coinbase's institutional buildout and BlackRock's fully operational ETF ecosystem, and we are no longer looking at the same Bitcoin market that existed six months ago. The CLARITY Act could go through on August 10 depending on the Senate, and that is not a small event. There is a reason the entire world is now racing to regulate crypto with full speed.

BlackRock, Vanguard, JPMorgan, Goldman Sachs and the New York Stock Exchange are already inside the DTCC live tokenization pilot. Microsoft shares, SPY, QQQ and US Treasuries are being tested as tokenized securities right now, with the official launch planned for October. Stocks, ETFs and Treasuries are moving on-chain, and the largest institutions in the world are adopting blockchain rails while retail is still debating whether the bear market is over. On top of that, Citadel just invested $400 million directly into https://t.co/R0aEy9w9Rx at a $20 billion valuation. The biggest players are deploying capital now, at scale, before the crowd understands what is happening. The infrastructure is being built directly in front of everyone, and I move my capital when the biggest capital in the world starts moving, not after

In Regards of the Stock Market Crash:

I am keeping every single SP500 short open. Bitcoin and the stock market are not the same trade, and they are not at the same point in their cycle. The crypto bear market began in October 2025 and continued for nine months while the stock market refused to fall. Bitcoin dropped 52% from 125k to 60k. In the same window the SP500 made new all-time highs. Crypto has already been repriced while stocks remain over valued. Therefore there is a very high probability that the Crypto Market will benefit from a Stock Market crash, as profits will move from over valued assets into under valued assets, and in times of Tokenization Hype, Stablecoin talk and the Clarity Act, these funds will very likely move into the Crypto Market.

One More Thing: I called 40-50k as the target and I was clear about it, I called 60k when Bitcoin was at 120k, and at 60k I said 40-50k is coming, But when the entire crowd on X starts waiting for the exact same level, the market almost never delivers it. Six months ago nobody was calling for sub-50k. Today every single account is. That is exactly when the target gets taken off the table. I now believe we will not see 40-50k at all this cycle. The setup that would have delivered that level is dissolving in front of the tokenization revolution, the CLARITY Act, and the biggest capital in the world moving in. Changing my view when the facts change is what a good trader should do. It is exactly why I made massive profits shorting from 120k, and it is why I am accumulating now while others are still waiting for a bottom that will not come the way they want it.

That is why I am buying now. The crowd has become aggressively bearish and the conditions required for a much deeper collapse are beginning to weaken in front of the regulatory and tokenization revolution. I would rather begin building a position before the crowd understands the shift than chase Bitcoin after confirmation at much higher prices. Buy earlier before the mass starts to understand.

[Dr. Eric Berg DC @dr_ericberg]

Here are 23 signs you’re deficient in nutrients… and what to do about it: 🧵

[Jimmy Carr @jimmycarr]

History doesn't repeat, but it rhymes.

Get tickets to see Jimmy live at https://t.co/l3kS1dkbNC and listen to the new Crowd Work podcast here: https://t.co/XSiCLXDIcp

[Leddy @LeddyLLC]

Cortisol management tier list:

Morning sunlight: 10/10
Walking after meals: 9/10
Magnesium glycinate at night: 9/10
Ashwagandha 600mg daily: 8/10
Consistent sleep schedule: 8/10
Breathwork 5 minutes daily: 7/10
Cold exposure: 6/10
Meditation: 6/10
Doom scrolling before bed: -10/10

[ir. Wouter de Heij @deheij]

Het kabinet presenteert een nieuw landbouwstelsel, maar laat Nederland voorlopig op slot. De KDW verdwijnt als beleidsdoel, niet uit de vergunningverlening.

De rekenkundige ondergrens (RKO) wordt onnodig doorgeschoven naar eind 2027, terwijl dit een wetenschappelijke en geen juridische discussie is.

Ondertussen komen er bufferzones, GVE-normen en mestmaatregelen zonder overtuigende relatie met stikstof.

Zonder snelle vergunningverlening en juridisch houdbare innovatie volgt straks opnieuw de conclusie: doelen niet gehaald, nóg strengere maatregelen.

Lees mijn analyse: https://t.co/a72yocmmg3

[Maarten van den Berg @mr_Smith_Econ]

Goede analyse naar de bijdrag die de Nederlandse belastingbetaler deed aan Oekraine.

Spoiler: die is duizelingwekkend. https://t.co/uLUW5oYXd2

[Dr. Eric Berg DC @dr_ericberg]

Cancer prevention starts with the diet. Depending on what you eat, you’re either starving cancer or feeding it! Discover the best cancer-prevention diet, and my expert tips to prevent cancer and support the immune system.

If you like this video, check this one out next: https://t.co/usMuLrgeYj

Dr. Eric Berg, DC, not MD; information only

[Leddy @LeddyLLC]

Omega-3s.
Magnesium glycinate.
Vitamin D3 + K2.
Creatine.

The four supplements with the most research behind them.

Everything else is built on top of these or it isn't worth building.

[Simon Schouten @siempie76]

@RnkSt7 @_The_Prophet__ Agree

[Simon Dixon @SimonDixonTwitt]

🇪🇺 And to celebrate Europe Day, we’re bringing to you an awesome central bank digital currency.

You’re going to love it.

We just beta tested all the freeze functions with Tether in the US.

It works perfectly with your digital ID and soon it will be integrated into your social credit score.

You will own nothing unless you make the ECB algorithm happy. 💰

[Erik Solheim @ErikSolheim]

This is the hell of plastic pollution.

The photo shows Rio Motagua in Guatemala. It’s a horrible scene. There are many similar places across the globe.

But the good news is that at the end of this year the beaches of Guatemala will come back to old splendor - white sands, blue oceans, green vegetation.

This is thanks to The Ocean Cleanup. Their fantastic river interceptors today pick up 2 - 5 % of all plastics moving into our Ocean.

Nearly all plastics coming into the Ocean originate in 1000 rivers. Ocean Cleanup is ready to vastly expand its operations. Nearly all of these rivers are in middle income countries. The rich have effective garbage collection. The poorest cannot afford much plastic.

I had a wonderful conversation with Boyan Slat the founding father of Ocean Cleanup today. “This is the cheapest global problem to solve”, he said. He needs more investors - companies, philanthropy or governments. Can anyone please come forward!

More: https://t.co/u07JfvhZxh

[lex hoogduin @lexhoogduin]

Klimaatwetenschappers nemen afscheid van extreme scenario’s https://t.co/G5gD5oJ07s via @NOS- Het is normaal en goed dat stressscenario’s als daar aanleiding voor is, worden aangepast. Punt hier is vooral dat dit gevolgen moet hebben voor te voeren beleid en onderzoek, bv bij de ECB, KNMI, Deltares, enzovoort. Ook is niet langer vol te houden dat klimaatverandering een existentiële crisis is.

[Arno Wellens @arnowellens]

Exact dit. Waarom accepteert de overgrote meerderheid totalitaire waanzin?

[Neet @neet_sol]

all those galaxies with trillions of planets inside and you ended up on the one with a 40 hour work week

[lex hoogduin @lexhoogduin]

Mee eens. Mooi dat Peter Slagter het klassiek liberalisme lijkt te omarmen zonder dat te lijken beseffen.⬇️

[SightBringer @_The_Prophet__]

⚡️Saylor is right.

Bitcoin is where a massive share of global capital ends up once the world fully understands that every other store-of-value rail is compromised by politics, dilution, leverage, seizure risk, or counterparty fragility. That is the real signal. He is saying it in loud TV language, but the core truth is simple: capital wants a final settlement layer, and Bitcoin is the strongest candidate.

“Hundreds of trillions” sounds absurd only if you still think Bitcoin is mainly a trade. It is not. It is a gravity well for savings. It is competing with sovereign debt, cash balances, gold, second homes, offshore wealth parking, reserve assets, corporate treasuries, and every fake safe haven people use because they do not have a better option. Once you see that, the scale no longer sounds crazy.

The real thing he is naming is capital exile. Money is trying to escape from human institutions that cannot stop debasing, overpromising, and weaponizing the systems they control. Bitcoin is the exit. That is why the case keeps getting stronger every time governments panic, every time central banks improvise, every time debt expands faster than trust, every time the banking layer reveals fragility, and every time people realize their “safe” assets are only safe inside a decaying political order.

Bitcoin does not solve human stupidity. It does not solve war. It does not solve bad culture. It does not solve weak productivity. What it solves is the storage problem underneath civilization. And that matters more than most people understand. When people can store value in something that cannot be diluted or politically bent, the whole structure of capital allocation starts to change. Housing stops carrying as much monetary burden. Bonds lose some of their fake sacredness. Corporate treasury behavior changes. Sovereign reserve logic changes. Personal savings behavior changes. The shell around capital gets harder.

Saylor’s deeper insight is that Bitcoin wins before most people intellectually admit it. It wins through repeated institutional failure. It wins because every other system keeps teaching the same lesson. It wins because the modern world keeps producing reasons to leave. That is why he sounds absolute. He sees the destination clearly.

The part people still do not get is that Bitcoin is not climbing toward legitimacy. It is absorbing it. Every cycle, more of the legitimacy layer leaves the old system and settles into Bitcoin. First retail. Then funds. Then ETFs. Then corporates. Then treasuries. Then sovereign-adjacent behavior. That staircase is already happening.

So the deepest read is this:

Saylor is describing the monetary endgame in oversimplified language.

And the endgame is real.

A huge share of the world’s capital is going to end up in Bitcoin because the world no longer has a trustworthy place to store value at scale.

[Tadek Solarz @TadekSolarz]

Een ochtendcolumn

Weer die roep om erfenissen zwaarder te belasten.

Welke econoom kan uitleggen dat een organisatie die schulden opstapelt, te duur is, te weinig levert en geen enkele zichtbare wil tot verbetering laat zien, beter gaat presteren als de financiering verder wordt opgevoerd?

Het is een vraag die te weinig wordt gesteld, zeker niet wanneer het over de overheid gaat. Daar lijkt immers het omgekeerde te gelden. Hoe slechter de prestaties, hoe vanzelfsprekender de roep om extra middelen. Alsof falen een recht op financiering creëert.

Kijk naar de staat van de basis. Onderwijs dat structureel terrein verliest, een woningmarkt die voor een generatie op slot zit, zorg die duurder wordt en tegelijk minder toegankelijk, veiligheid onder druk, energieprijzen die alle logica tarten. Voeg daar uitvoeringsorganisaties aan toe die vastlopen in hun eigen complexiteit, van de Belastingdienst tot het UWV. Migratie als dossier dat zich al jaren aan elke vorm van regie onttrekt.

Dit zijn geen incidenten dit is een patroon. En toch verschuift het debat steeds weer naar dezelfde oplossing. Meer geld. Hogere belastingen. Zwaardere heffing op vermogen en, als sluitstuk steeds maar weer dat lonken naar de erfenis. Dat laatste restje van een leven lang arbeid en voorzichtigheid wordt gepresenteerd als logische volgende bron.

Opmerkelijk, want alles wijst in een andere richting. Decennialang stijgende lasten zonder zichtbare verbetering van prestaties. Productiviteitscijfers die jaar op jaar laten zien dat het niet beter wordt. Een overheid die haar eigen apparaat steeds beter weet te belonen, terwijl de kwaliteit van de dienstverlening achterblijft. Defensie waar inmiddels zoveel geld in omgaat dat doelmatigheid een theoretisch begrip is geworden.

Er is geen enkel empirisch signaal dat meer geld dit patroon doorbreekt.

En toch zijn er altijd weer economen die uitleggen dat extra middelen noodzakelijk zijn voor rechtvaardigheid, voor kansen, voor solidariteit. Alsof het probleem een gebrek aan geld is, en niet een gebrek aan functioneren. Elke econoom kan je met dezelfde overtuiging uitleggen dat gebrek aan middelen juist disciplineert. Dat een beperking van middelen juist richting geeft aan hervorming.

Daarmee krijgt de discussie over erfbelasting iets wrangs. Herverdeling wordt ingezet als substituut voor hervorming. Het blijkt eenvoudiger om te belasten, dan om te herstellen wat structureel niet werkt.

Intussen gaat het steeds vaker om mensen die spaarden. Die wat opbouwden. Die consumptie uitstelden, schulden aflosten. Je opa en je oma die waarde creëerden met een sober leven. Aflossen en sparen. Gedrag dat jarenlang door diezelfde overheid werd aangemoedigd. En nu blijft er aan het einde iets over. En precies dat wordt nu gezien als probleem dat gecorrigeerd moet worden. Zodat het kan verdwijnen in de fabriek die al jaren schuld produceert. die al jaren laat zien moeite te hebben om middelen om te zetten in resultaten.

Als de overheid zou laten zien dat zij zichzelf zou willen verbeteren, Zichzelf normen oplegt. Dat een sobere inrichting vanzelfsprekend zou zijn, dat dienstbaarheid aan de burger voorop zou staan, dan zou extra financiering voor weinig mensen een probleem zijn vermoed ik. Dan zou het verhogen van belastingen misschien zelfs als vanzelfsprekend kunnen voelen.

Maar wat zichtbaar is, is iets anders. Een systeem dat jaar op jaar blijft groeien zonder ook maar iets beter te worden. Een schuldenmachine die steeds meer vraagt en steeds minder overtuigt. De terughoudendheid van burgers om hun nalatenschap daarin te laten verdwijnen is geen gebrek aan solidariteit, maar een signaal. Een signaal dat misschien eens wat serieuzer genomen zou moeten worden.

[Marc van der Chijs @marcvanderchijs]

https://t.co/jVJlpK9OH9