Michael Saylor has the opportunity to pull off the greatest trade in history
- Sell 10% of his Bitcoin ($5.23 billion) slowly over the next 3 weeks → price drops to 50k
- Publicly announce once he’s fully out → price nukes to 30k-40k
- Wait for everyone to panic, buy everything back and more, lower his average, and announce that he's now holding 15% of the supply.
Start the next leg of the cycle and profit billions.
We’ve just finished a whitehat operation on an exploit discovered in Flooring Protocol.
Now safely in the custody of Yuga Labs:
29 bored apes
4 mutant apes
1 bakc
2 cryptopunks
1 azuki
2 elementals
26 captains
1 moonbird
2 doodles
@0xQuit, our VP of Blockchain recovered the NFTs. Will leave the details for him to go over in a separate thread.
There was an exploit earlier this morning on the same protocol which had left some collections already raided. Huge shout to @coffeedev who found that by tweaking the same exploit, there was an even larger risk to other Flooring collections like BAYC and Cryptopunks.
I quietly instructed our GrailsOTC trading desk to front the money and NFTs to rescue the at-risk assets from the protocol.
We will work together with the protocol devs to return these assets once a solution is sorted. Could mean contract relaunches and token reassurances within that protocol - or more.
But thanks to this move we were able to save dozens of assets from impacting the market and flooring protocol tokens from being compromised.
bored ape yacht club
some confused folks think I left SOL because I talk about not one but *two* coins now
reminder: we run the no 1. validator, no 1. trading infra, no 1. dev platform, RPCs, & soon the no. 1 privacy protocol - on Solana
the *only* Solana exclusive leading provider
pls. trillions.
People still think (or feel) because Bitcoin is down crypto is down.
Derivatives/perps, stablecoins, prediction markets, etc are all up in crypto.
Crypto touches every area of finance, and is much broader than Bitcoin now. It will take some time for this to sink in.
(And yes - Bitcoin is going to do great and is as important as ever - one of many cycles we've all been through.)
It has been an insane week for crypto.
- Bitcoin hit a new yearly low of $59,127, wiping out $300 BILLION in market cap.
- $ETH dropped to $1,500 for the first time in a year, erasing $60 BILLION.
- Bitcoin ETFs sold $1.72 BILLION worth of BTC, the second-largest weekly sell-off since launch.
- Over $5.7 BILLION in long positions were liquidated in just 7 days.
- Saylor and Tom Lee’s combined unrealized losses hit $22.5 BILLION.
- Zcash crashed -60%, wiping out $60 BILLION after a critical bug was discovered.
Welcome to 2026! Milady is back.
Ethereum did a lot in 2025: gas limits increased, blob count increased, node software quality improved, zkEVMs blasted through their performance milestones, and with zkEVMs and PeerDAS ethereum made its largest step toward being a fundamentally new and more powerful kind of blockchain (more on this later)
But we have a challenge: Ethereum needs to do more to meet its own stated goals. Not the quest of "winning the next meta" regardless of whether it's tokenized dollars or political memecoins, not arbitrarily convincing people to help us fill up blockspace to make ETH ultrasound again, but the mission:
To build the world computer that serves as a central infrastructure piece of a more free and open internet.
We're building decentralized applications. Applications that run without fraud, censorship or third-party interference. Applications that pass the walkaway test: they keep running even if the original developers disappear. Applications where if you're a user, you don't even notice if Cloudflare goes down - or even if all of Cloudflare gets hacked by North Korea. Applications whose stability transcends the rise and fall of companies, ideologies and political parties. And applications that protect your privacy. All this - for finance, and also for identity, governance and whatever other civilizational infrastructure people want to build.
These properties sound radical, but we must remember that a generation ago any wallet, kitchen appliance, book or car would fulfill every single one of them. Today, all of the above are by default becoming subscription services, consigning you to permanent dependence on some centralized overlord.
Ethereum is the rebellion against this.
To achieve this, it needs to be (i) usable, and usable at scale, and (ii) actually decentralized. This needs to happen at both (a) the blockchain layer, including the software we use to run and talk to the blockchain, and (b) the application layer. All of these pieces must be improved - they are already being improved, but they must be improved more.
Fortunately, we have powerful tools on our side - but we need to apply them, and we will.
Wishing everyone an exciting 2026.
Milady.
$RLUSD is institutional-grade infrastructure for payments and tokenization.
Through @wormhole’s Native Token Transfers (NTT), $RLUSD can now move natively across multiple blockchain ecosystems, supporting cross-border payments, institutional on/off-ramps, and tokenization use cases.
For developers and institutions building onchain, that expands access to compliant, USD-backed liquidity across supported networks.
After selling $ETH, I immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE
I left the rest as capital to DCA into something not already up multiples (other than NEAR, which was ~1.40 at the time.
I've finished buying $LIT with that remaining 50%
BREAKING: Over $500,000,000 liquidated from the cryptocurrency market in the past hour.
• $BTC: $61,100
• $ETH : $1,620
• $BNB: $570
• $XRP: $1.10
• $SOL: $64
I have to say, this is the worse crypto bear I’ve gone through, and I’ve been in crypto since 2013. China banning bitcoin, FTX collapsing, Luna rug, Mt Gox, Gensler, none of it felt as depressing as AI hacking protocols with a simple “drain the contract, make no mistake”. Those who survive this market will be invincible and go on to create a wave of trillion dollar protocols.