I’ve yet to decide

Financial commentary: traditional and emerging.

[I’ve yet to decide @yet_2_decide]

🤔: #TON for less than $1 on Wall St or $2.60 everywhere else in the 🌎.

Tough choice 🙄.

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~$1.3 #billion of #TON trading around the world @ $2.60… along w/$10B in perpetual futures.

~$1.4 #million trading on #Nasdaq @ $0.94 via TON Strategy Co.

[I’ve yet to decide @yet_2_decide]

#Telegram is the 8th most used social app in the 🌎.

#Meta plans to build a #bank on it w/#Cygnus.

It’s amazing that #TON was held below $1.50 until this week.

Since shortly after the spot #bitcoin ETF releases, every good #crypto-#security has been very “well managed”.

#BTC

[I’ve yet to decide @yet_2_decide]

If I were to incorporate as a #crypto-#stock holding company, I’d hold #TheOpenNetwork (#TON).

#Strategy is a long-term buy & hold for those uncomfortable with #cryptocurrency exchanges.

#MSTR
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#Bitcoin #BTC
#cryptockMarket

[Jeff @Humane_Martian]

Reiteration: This is important.

With perpetual futures cheaper than spot prices, #crypto markets can be manipulated. They’ve been like this since the #bitcoin ETFs came out.

I’ve little doubt the folks behind this app and #CantonNetwork are involved.

https://t.co/j9ArqjQEof

[I’ve yet to decide @yet_2_decide]

To reiterate: This is a Big Deal.

The #UnitedStates is the only “#democracy”in the ENTIRE WORLD that hasn’t been able to spend #crypto and have direct on-off ramps to traditional #banks for YEARS.

Seriously.

[I’ve yet to decide @yet_2_decide]

For future reference: It’s #Easter Sunday 2026 which may or may not be oddly coincidental.

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These are all very “corporate America”.

#Bitcoin now is.

#R2 & #BASED are.

They were released last week.

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#BTC #DOJ #Visa #Coinbase #Apple #Google #LayerZero #Pantera #Ethena

[I’ve yet to decide @yet_2_decide]

For future reference: It’s #Easter Sunday 2026 which may or may not be oddly coincidental.

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These are all very “corporate America”.

#Bitcoin now is.

#R2 & #BASED are.

They were released last week.

—
#BTC #DOJ #Visa #Coinbase #Apple #Google #LayerZero #Pantera #Ethena

[I’ve yet to decide @yet_2_decide]

A Daylight Savings to Remember
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Preceded by Intercontinental Exchange’s investment in #OKX, last weekend marks another huge shift in the #cryptocurrency market.

#Bitcoin stays above $65k.

#Babylon, arguably the project with the most potential, never breaks $0.011.

#BTC #BABY

[I’ve yet to decide @yet_2_decide]

Fairly Amazing
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A decentralized perpetual futures exchange that operates across #BNB chain, #Linea, & #Arbitrum…

And has fully diluted market capitalization of under $300 million…

While #HYPE is $30 billion…

#MYX is a good buy.

#whiteCollarCrime
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#bitcoin #btc

[I’ve yet to decide @yet_2_decide]

The more things change, the more they stay the same.
—

With one improvement:

Only “Accredited Investors” w/ $50,000+ could benefit from the 35% discount on #bitcoin in 2023.

Everyone w/access to U.S. #stock markets can benefit from the “40% off sale” on #Solana.

#btc #sol

[I’ve yet to decide @yet_2_decide]

#Investment (in) Strategy w/$1.00
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Modern investment tools, when #America is allowed to have them, are going to totally reshape the financial services industry.

#mstr #bitcoin #btc #blockchain

[I’ve yet to decide @yet_2_decide]

For future reference:

@MorganStanley recommends #TeraWulf & Cipher Mining.

#WULF ~ $16.25
#CIFR ~ $16.50

For traditional stocks related to #cryptocurrency, I like #Defi Development Corp., Tharimmune, &, of course, (Micro)Strategy.

#DFDV ~ $3.75
#THAR ~ $4.50
#MSTR ~ $130
#BTC

[I’ve yet to decide @yet_2_decide]

The Week Ending Feb 6, 2026
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#Bitcoin is non-inflationary, self-sovereign, smarter #money.

It’s also the catalyst for a paradigm shift in financial services that will benefit 99.9% of humanity.

The other 0.1% worked hard this week, culminating w/#MSTR’s earnings call.

#BTC

[I’ve yet to decide @yet_2_decide]

Tuesday, Feb 3, 2026
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The three most absurd things in global finance:

#Bitcoin @ $73k: it’s the most significant financial innovation… EVER.

#Babylon (-14%}: enables #BTC secured blockchains (no addtl coins required).

#USDT/@tether: $160B in sales @ prices > “market price”.

[I’ve yet to decide @yet_2_decide]

Monday, Feb 2, 2026
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@CMEGroup owns the 🌎’s largest derivatives exchange: forex, energy, stocks, commodities, etc.

I received an email that their #cryptocurrency indices went live this morning.

#Crypto isn’t “crypto”; it’s #finance.

Today, finally, we admitted it.

#Bitcoin

[I’ve yet to decide @yet_2_decide]

Humanity, aided by #science and #technology, continuously progresses.

People are fearful:
- 2012 recession
- COVID pandemic
- Political strife
- Tariff crises

They resist change.

They adjust.

Or they get left behind.

#bitcoin #btc

[I’ve yet to decide @yet_2_decide]

A product’s price isn’t often less than its value.

You’ll never get paid to buy a stock/commodity/equity option or future.

We shouldn’t be getting paid to buy perpetual future contracts for #bitcoin & every other #cryptocurrency.

#usd #usdt #usdc #btc
#commonCents

[I’ve yet to decide @yet_2_decide]

Reminders:

#Gold/#Silver do not typically outperform equities when interest rates are falling.

#Bitcoin isn’t e-#gold, it’s an e-#currency.

$75k/#BTC is an artificially low rate of exchange.

#Blockchain is a technology, not a coin.

[I’ve yet to decide @yet_2_decide]

Correlation or Causation: #CC vs #BTC
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One group attacking the other seems plausible.

#CantonCoin’s Founders:
- @BNPParibas
- @Capgemini
- @Cboe
- @Deloitte
- @DeutscheBoerse
- @GoldmanSachs
- @Microsoft
- @Moodys
- @Paxos

—

#Bitcoin’s founder, is of course, anonymous.

[I’ve yet to decide @yet_2_decide]

Jan 28, 2026: When one of the 🌎’s largest companies starts trading on the 🌏’s largest #cryptocurrency exchange.

The timing, a few hours before #Tesla’s Q4 earnings release, can’t be a coincidence.

It should prove interesting.

#TSLA #Binance

[I’ve yet to decide @yet_2_decide]

Everything Happens for a Reason
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In business, the “reason” most things occur is because someone profits.

Unfortunately, #humanity has a well documented history of misattribution.

Despite what John Ray claimed, #FTT has value & its price will rise.

#FTX #USDC #MEXC @SBF_FTX

[I’ve yet to decide @yet_2_decide]

#Canton & #Bitcoin: Direct Comparison
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@CantonNetwork (CC) was established by players in traditional banking, finance & “big business”.

#CC’s behavior provides an interesting contrast to #bitcoin & most #cryptocurrencies this week.

Perhaps it’s just a coincidence.

#BTC $BTC

[I’ve yet to decide @yet_2_decide]

Reconciling US & Foreign Markets
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The spread between #Binance & traditional US financial markets for #bitcoin futures is astronomical.

Currently it’s ~$5,600 per #BTC.

That’s more than 6%.