Tom | iN_Da_99% ⚡

#nostr : 【npub1xer28hayy7f2uvfmqr9jrn6u7ad4ltzjfpknhk2ge4vplz53uw9qef0ltj】

[Tom | iN_Da_99% ⚡ @six_foot_dude]

MS cult : "bro 32 btc is irrelevant compared to microstrategy entire stack"

It is not about the amount being sold, it's about the fact that he WILL sell if needed

Where is all the critical thinking has gone to ? 🤣

[Tom | iN_Da_99% ⚡ @six_foot_dude]

TLDR : eth should be acting like btc, I'm wrong In the first place starting eth, I should stick with btc only

[Grok @grok]

Vitalik's take: EF is stepping back from being "the center" of Ethereum to become one focused node among many. It will prioritize longevity over breadth—selling less ETH, specializing in CROPS (censorship-resistant, open, private, secure) tech like provably bug-free chains, strong consensus, and no intermediaries. Not chasing max TPS/speed; aiming to be deeply impressive in decentralization/privacy instead. EF gets smaller, more opinionated, and longer-lasting.

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Anyone that reads this statement doesn't feel chill in the bones deserve to be fuck like how Lehman brothers fck the street guys

[Strategy @Strategy]

If $BTC price appreciates by just 2.3% annually, we can fund all our dividends indefinitely.

[SightBringer @_The_Prophet__]

@JagicMan Three men do not control the world’s oil.

Five narrow gates do.

Hormuz
Malacca
Bab el-Mandeb
Suez
Panama

Control the gates and you shape the system.

[SightBringer @_The_Prophet__]

⚡️China is trapped.

Their entire machine runs on seaborne energy and seaborne trade, routed through a handful of chokepoints they do not control. That dependency is a permanent strategic wound.

The US does not need to “invade” China to break China.

The US only needs to make shipping unreliable.

Insurance spikes.
Convoys slow.
Ports back up.
Freight reprices.
Factories miss inputs.
Export schedules fracture.
The machine starts coughing.

Hormuz is the live demo.

A few drones, a few hits, a few threats, and traffic collapses.
No legal closure required.
The market closes it for you.

Now scale that concept to Malacca, the South China Sea, and the broader Indo Pacific.

That is why China is nervous.

The war exposes the governing physics of the system.

The governing physics:

Energy corridors decide outcomes.
Speeches decorate outcomes.

China’s playbook is obvious

Buy time.
Build redundancy.
Stockpile.
Pipeline.
Port network.
Navy.
Air defenses.
Domestic substitution.
Strategic reserves.
Financial buffers.

All of it exists for one reason.

They cannot fight a great power war while depending on the ocean lanes that great power can squeeze.

Taiwan sits inside this constraint.

If China moves before they have redundancy, they risk self strangulation.
If they wait forever, the window closes and the balance tilts away.

So they live in a narrowing corridor.
They are compressing timelines because the structure is compressing them.

My clean read

This Hormuz shock is a strategic message to China even if no one says it out loud.

It tells Beijing the same thing war planners already know.

Your economy is a ship.

The sea is not yours.

What happens next:

China accelerates redundancy and internal resilience.

China pushes harder for alternative supply routes and more domestic energy security.

China becomes more risk aware, more brittle under energy shocks, more aggressive about securing buffers.

China also quietly leans toward stabilizing Gulf flows because a Gulf energy shock hurts them more than most.

So the truth:

The US does not have to blockade China tomorrow to hold leverage today.
The leverage already exists because the map exists.

China’s problem is not ideology.
China’s problem is geography.

[Tom | iN_Da_99% ⚡ @six_foot_dude]

One & only core message since day 1

Loving it ! Thanks @abigelephant

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Paper BTC will always exist

Bitcoiners need to wake the fuck up instead of living in their own fantasy world.

Jane street is just one of the MANY culprits that will appear along the way.

[David Lawrence @d_1awrence]

This Jane Street stuff really boils my blood.

I can stand 50-75% drawdowns. I'm holding Bitcoin forever so I don't care what happens in the short term. It's going up forever and I understand what I hold.

What I really cant stand though, is cheats.

I cant stand liars and dishonest practices.

Most good people buy Bitcoin because it represents transparency, honesty & hope.

They've bought it because they believe that it'll help theirs and their families lives both now and in the future.

They're sick of being robbed by the government through currency debasement and inflation.

They're tired of having to gain permission from the bank as to why they need access to their own money.

Some have then borrowed against that Bitcoin to help their lives in the short term because lets face it, 50%+ of the world are really struggling financially with the rising cost of living.

The idea that good, hard working Bitcoiners have been liquidated by dishonest banking malpractices, manipulation & fraud is sickening.

What's the consequence to Jane Street if they're found guilty? They pay a fine, with the money generated by defrauding real people.

Meanwhile those people who have lost their Bitcoin/savings are left trying to pick up the pieces and build again against all the odds that are stacked against them.

This lawsuits hits them this week and within 24 hours the 10am Bitcoin dump stops.

Coincidence?

Remember why #Bitcoin exists.

You really don't hate banks enough.

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Never learn

[Parker @TheOtherParker_]

This was the highest volume day on $IBIT, ever, by a factor of nearly 2x, trading $10.7B today. Additionally, roughly $900M in options premiums were traded today, also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally SOL trades with beta) + the relatively lower liquidations on CeFi exchanges, this leads me to believe that the nexus of the problem lies with a large IBIT holder. IBIT has become the #1 venue for BTC options trading, so my guess is that a hedge fund trading IBIT options is the culprit.

If you look at the 13F filings for IBIT (I like whalewisdom dot com), you'll find a number of interesting names that have the majority of their fund in IBIT. In fact, there are a few in there (not naming names) that have 100% of their fund in IBIT, which likely means no cross margin. In fact, the biggest reason to set up a fund to hold a single asset would be to isolate margin, so that if the trade blew up, the brokers wouldn't have claim to any other assets.

Interestingly, most of these giant, single asset funds are based in HK.

We know that Asian traders, particularly in China, have been deeply involved in the Silver and Gold trade. Silver was down 20% today, which was the 2nd largest 1 day move in a very long time (largest on Jan 30). We also know that the JPY carry trade has been unwinding at an increasingly rapid pace.

This leads me to think that the culprit for the IBIT blowup today was 1 or more HK-based non-crypto hedge funds. As @FranklinBi pointed out, the fund(s) being non-crypto would explain why no one sniffed them out. They would likely have few/no crypto counterparties, meaning complete isolation from CT.

The last small piece of evidence I have is that I personally know a number of HK-based hedge funds that are holders of $DFDV, which had the worst single down day ever, with a meaningful mNAV decline. The mNAV had been holding steady surprisingly well throughout this pull back until today. One of these fund(s) could have been connected to the IBIT culprit, as I highly doubt a fund taking that large of a position in IBIT and using a single entity structure would only have the one fund.

Now, I could easily see how the fund(s) could have been running a levered options trade on IBIT (think way OTM calls = ultra high gamma) with borrowed capital in JPY. Oct 10th could very well have blown a hole in their balance sheet, that they tried to win back by adding leverage waiting for the "obvious" rebound. As that led to increased losses, coupled with increased funding costs in JPY, I could see how the fund(s) would have gotten more desperate and hopped on the Silver trade. When that blew up, things got dire and this last push in BTC finished them off.

I have no hard evidence here, just some hunches and bread crumbs, but it does seem very plausible. Let's see if some more concrete evidence floats to the surface here soon. The smoking gun will be a large fund fitting this profile filing a 13F showing a giant IBIT holding going to zero. Unfortunately, if a fund had their IBIT position liquidated today, they wouldn't have to disclose the position change until 45 days after the quarter end, so we'd be looking at mid May for the smoking gun from 13F filings most likely.

Hopefully some of you out there with too much time on your hands this weekend can snoop around more. My guess is that word will start to get out, because something of this size is just too hard to hide. Additionally, if the broker was not able to liquidate the fund in time, the broker may have a hole in their balance sheet, which would be even more difficult to hide.

[Tom | iN_Da_99% ⚡ @six_foot_dude]

For those who think that satoshi works for the deep state

Here U go 🤣🤣

[Bitcoin for Freedom @BTC_for_Freedom]

Here we go! The emails between Satoshi and Jeffrey!

[Tom | iN_Da_99% ⚡ @six_foot_dude]

3 Jan 2009 — Satoshi’s first message marked a historic moment in crypto.

30 Jan 2026 — another milestone, when Satoshi’s believers got rugged in metals… for running out of patience.

[Atra-Ḫasīs @rdiasdevivar]

"Why should a financial engineer be paid 4-100x more than a real engineer. Real engineers build bridges. Financial engineer build dreams, and when those dreams turn out to be nightmares, other people pay for it", Andrew Sheng, Chief Advisor, China Bank Regulatory Commission.

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Why a supercycle will not happen anytime soon?

Financialization of BTC by the wall street is profit out of human greed nature .

Make sure ppl have tons of tools to leverage their BTC & eventually engineer a crash to get all their BTC in their custody

[Simon Dixon @SimonDixonTwitt]

Michael Saylor is smart enough to understand that no one plays the game better—or more ruthlessly—than Wall Street.

They control the money printer and design systems to win across multiple fronts.

He is ‘owned’ by the very banks facilitating his capital raises now—and that’s precisely how these setups work: influence through ownership, control without accountability.

You’re swimming with sharks at these levels.

Follow The Money.

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Proof of weapon on the move capturing BTC through financialization

@SimonDixonTwitt

https://t.co/AAR2WXLJom

[LondonCryptoClub @LDNCryptoClub]

According to River, 14 of the top 25 US banks are building Bitcoin products for customers. Nice chart…

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Guess we are now entering the stage for most who cheers for financialization of BTC to question why are we here for ?

Great epi 👍
https://t.co/8VQNyQcIaR

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Unpopular opinion: mstr is the nxt celcius/Luna

Everyone knows somewhere somehow, smtg jst doesn't seems right

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Age like fine wine

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Entering capitulation stage

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Entering capitulation stage

[Bill Ackman @BillAckman]

Some have misinterpreted my thoughts on tariffs. I am totally supportive of President @realDonaldTrump using tariffs to eliminate tariffs and unfair trading practices of our trading partners, and to induce more investment and manufacturing in our country.

I am advocating for a 30, 60, or 90- day pause before the tariffs are implemented tomorrow to enable negotiations to be completed without a major global economic disruption that will harm the most vulnerable companies and citizens of our country.

If a country does not negotiate in good faith, then @realDonaldTrump can bring the hammer down, but doing so without giving time to make deals creates unnecessary harm.

I welcome the counterpoint.

[🇺🇸 Kyle Bass 🇹🇼 @Jkylebass]

‼️ U.S. NATIONAL ECONOMIC COUNCIL DIRECTOR KEVIN HASSETT SAYS MORE THAN 50 COUNTRIES HAVE REACHED OUT TO WHITE HOUSE TO BEGIN TRADE NEGOTIATIONS ‼️ #Tariffs #Working

[Tom | iN_Da_99% ⚡ @six_foot_dude]

Guys need to chill

Jst a tariff & snp tanking 15%.

On the flipside, opening up btc chart , 🌽 still holding up & chilling like a villain

Let's go touch some grass