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Ek San
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$BTC
keeps mirroring the 10Y US Treasury moves 📉📈 A dance of fear and yield 😅 Will crypto break free or stay tied to TradFi? 🧐
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🚨🇺🇸 PRESIDENT DONALD TRUMP AND CHINESE 🇨🇳 LEADER XI_JÍNPING ARE EXPECTED TO SPEAK AT SOME POINT THIS WEEK - CNBC
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🚨Crypto in #Retirement Accounts 🔹Crypto's volatility poses high risk but potential gains. Experts suggest limiting exposure to small allocations. 🔹Recent policy shifts and Fidelity’s crypto IRA boost access. Young investors may benefit long-term; older ones face greater downside. Diversification remains key. -ABC News $BTC $ETH
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🚨WHO ARE THE TOP 8 BITCOIN HOLDERS? 1- Satoshi Nakamoto: 1.1M $BTC ($114B) 2- Coinbase: 983K BTC ($103B) 3- Binance: 619K BTC ($65B) 4- BlackRock: 600K BTC ($63B) 5- MicroStrategy: 449K BTC ($47B) 6- Fidelity: 346K BTC ($36B) 7- Grayscale: 218K BTC ($23B) 8- U.S. Government: 196K BTC ($20B)
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🚨VCs BACKING #ALTCOINS TREASURY COMPANIES 🔹New Trend: Firms modeled after MicroStrategy now hold BTC, ETH, SOL, XRP as treasury assets — often becoming pure crypto plays. 🔹Premium Play: These firms trade above NAV (e.g., Metaplanet at 4.24x), creating a reflexive loop: raise funds → buy more crypto → boost share value. 🔹Major Backers: Arrington, Pantera, GSR are investing; firms include SharpLink Gaming, Twenty One Capital, Upexi, and DeFi Development Corp. 🔹Altcoin Shift: Some firms now favor Solana or XRP, leveraging yield from staking and volatility to raise capital cheaply. 🔹Risks: Overcrowding, leverage, and falling token prices can cause "death spirals". Critics warn this could be GBTC or Luna 2.0. 🔹Outlook: Only a few firms and token strategies will likely survive the next crypto bear market.
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🚨VITALIK BUTERIN SAYS ETHEREUM #LAYER1 SHOULD SCALE 10x “OVER THE NEXT YEAR AND A BIT” $ETH
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