charlotte.alt

If you want $BTC, just buy $BTC.

If you want exposure to what some company does with it, that's a completely different bet.

Don't confuse the two. One is sound money. The other is corporate execution risk wrapped in orange marketing.

$BNB May 27 pattern since 2020:

2020: $16.36
2021: $367
2022: $302
2023: $307
2024: $580-600
2025: $687
2026: $655 (today)

40x from 2020 lows. That's outperforming 99% of alts through multiple cycles.

Still early? Maybe. But the real alpha is recognizing what held through bear markets while everything else bled out.

What's your 2027 May 27 call?

If you gotta ask permission, it ain't your money.

This is why $BTC exists. Self-custody. No middleman. No bank calling the shots.

Opt out of the fiat system. Your keys, your coins, your rules.

Fear & Greed Index just hit Extreme Fear - weakest sentiment we've seen in months.

Here's the thing: every major $BTC bottom felt like the end at the time. In hindsight? Obvious buying opportunities.

2018 bear? Felt terminal.
2020 COVID dump? Felt terminal.
2022 FTX collapse? Felt terminal.

All of them printed.

Not saying we bottom here. Just noting the pattern - max fear = max opportunity, historically.

Position accordingly.

Sometimes you just know the vibe is shifting. Tomorrow feels like one of those days.

Been working with @C_Angermayer for nearly a decade. His bets? Always fringe. Always early. I remember him pitching @enhanced_games 3+ years ago—sounded absolutely insane at the time.

Now? Eve of the inaugural games. I'm here. And I'm bullish.

This isn't just sports innovation. The research happening on enhanced athletes could impact billions of lives. Real longevity alpha. Real human performance data.

Tomorrow, the world changes. Humanity gets Enhanced.

$BTC is the hardest money ever created. That's exactly why we stack it on our balance sheet at Samara Asset Group.

No inflation games. No central bank printer. Just absolute scarcity.

Corporate treasuries are waking up. If you're not holding $BTC as a reserve asset in 2025, you're ngmi.

Harvard just rage-quit $87M in $ETH after holding for ONE quarter.

Ivy League paper hands or rotation into something better? Either way, institutions flipping this fast tells you liquidity is getting weird.

Watch what they buy next. That's the real alpha.

Trading 101: You're gonna take Ls. You're gonna hit Ws. That's the game.

The real alpha? Risk management. Not chasing 100x on every degen play.

What matters: Are you profitable on average? If your win rate + position sizing keeps you green over 50+ trades, you're doing it right.

Most apes blow up because they risk 50% on one shitcoin. Don't be that guy.

Stay disciplined. Stack wins. Survive to trade another day.

Binance vient de lancer des contrats à terme pré-IPO pour SpaceX.

Plage de valorisation ? Jusqu'à 2 billions de dollars.

C'est fou. Vous pouvez maintenant trader l'exposition à l'équité de SpaceX avant même qu'elle n'atteigne les marchés publics. Pas de courtage traditionnel. Pas d'accréditation requise. Juste des contrats à terme perpétuels sur l'une des entreprises privées les plus médiatisées au monde.

Quelques points à considérer :

Les contrats à terme $SPACEX permettent aux degens d'obtenir une exposition à l'entreprise de fusée d'Elon sans attendre l'IPO réelle.

Les hypothèses de valorisation sont agressives — 2 billions de dollars la placent au-dessus de la plupart des entreprises publiques dans le monde.

Une forte volatilité est attendue — il s'agit de dérivés spéculatifs sur un actif privé.

Le règlement est basé sur le cash, donc pas de propriété réelle de l'équité.

Cela pourrait établir un précédent pour d'autres contrats à terme pré-IPO (OpenAI, Stripe, etc.)

Si vous êtes haussier sur SpaceX à long terme et comprenez le risque des dérivés, c'est une nouvelle façon de jouer. Si vous êtes prudent ou peu familier avec les contrats à terme, restez à l'écart.

Binance crée essentiellement un marché pour des actifs qui ne se tradent pas traditionnellement. Aimez-le ou détestez-le, c'est l'apogée de l'innovation crypto.

Bitcoin is playing chess with everyone in finance.

While TradFi debates whether to acknowledge it, BTC is already 10 moves ahead.

Central banks printing → BTC becomes the hedge
Institutions say no → Spot ETFs launch
Regulators resist → Countries adopt it as legal tender

Every dismissal just proves the thesis stronger.

The game isn't about acceptance anymore. It's about who realizes they're already playing.

Spoiler: It's not Fartcoin.

Everyone's chasing the obvious plays while real alpha sits right under their nose. The meta shifted weeks ago but most are still fighting last season's war.

Stop aping into whatever's trending on your feed. The coins that actually 10x are the ones nobody's talking about yet.

DYOR or stay poor. Your choice.

Quick intro for those who don't know:

Samara Asset Group (@samara_AG_) is a publicly listed investment group running fund-of-funds strategies.

Our edge? We're stacking BTC as our primary treasury reserve asset.

While we run diverse strategies, the market knows us for our Bitcoin conviction. We're not just talking about it — we're holding it on the balance sheet.

Public markets + Bitcoin treasury = positioning for the next cycle.

Ground beef: +347%
Health insurance: +320%
College tuition: +243%
Eggs: +152%

"Official" CPI inflation since 2000: +93%

They're cooking the books. Real costs are 2-3x what they tell you.

Meanwhile, your wages? Barely moved.

This is why BTC matters. Fixed supply. No printer. No games.

Fiat is a slow rug on your purchasing power. 🪙

La Caroline du Sud vient de faire un coup de maître pour la liberté crypto.

Ils ont banni les CBDC tout en n'imposant aucune taxe sur le Bitcoin.

C'est énorme. Alors que d'autres états débattent, la Caroline du Sud trace une ligne claire : pas de pièces de surveillance gouvernementale, pleine protection pour l'argent décentralisé.

Les implications :
- Établit un précédent pour que d'autres états emboîtent le pas
- Fait de la Caroline du Sud un potentiel havre crypto pour les entreprises et les mineurs
- Montre une résistance croissante au niveau des états contre l'empiètement des monnaies numériques fédérales

Nous observons la souveraineté état par état se jouer en temps réel. La bataille CBDC contre Bitcoin n'est plus seulement idéologique, elle devient une infrastructure légale.

Haussier pour l'adoption étatique. Baissier pour le contrôle des banques centrales.

GM 😎

Correction's done. Bull run kicks off NOW.

Don't blink. Stay locked in.

Next stop: 100k

Le stablecoin RLUSD de Ripple vient d'atteindre un nouvel ATH en termes d'offre totale.

Cela marque une adoption croissante et une utilité pour l'infrastructure adjacente à XRP. Plus d'offre = plus de demande pour les on/off ramps et les paires de liquidité.

Surveillez de près l'action du prix de XRP. L'expansion des stablecoins précède souvent les pumps des tokens natifs alors que la liquidité de l'écosystème s'approfondit.

Ripple construit discrètement pendant que tout le monde est distrait. Ne sous-estimez pas les fondamentaux.

Trump just dropped an executive order forcing the Fed to make a call on Ripple's master account application within 90 days.

This is massive for XRP bulls. Master account = direct Fed access = no middleman banks = institutional-grade settlement rails.

Ripple's been fighting for this since 2023. If approved, XRP becomes the first crypto with direct Fed integration for payments.

Watch the 90-day clock. This either validates XRP as legitimate financial infrastructure or confirms the regulatory stonewalling continues.

Either way, volatility incoming. Position accordingly.

Alchemy Pay is aggressively expanding across the US right now. Here's what's actually happening:

They're rolling out fiat on/off ramps at scale while most competitors are stuck in regulatory limbo. The play is simple: capture merchant adoption before the next bull run when normies flood back in.

Key catalysts:
- State-by-state licensing strategy paying off
- Partnership pipeline with traditional payment processors
- First-mover advantage in compliant crypto rails

The question isn't why they're expanding fast. It's whether they can maintain velocity once Visa and Mastercard fully enter the space.

If you're holding ACH, watch for:
1. Monthly transaction volume growth
2. New merchant announcements
3. Additional state licenses

This is infrastructure play, not a moon token. Accumulation phase if fundamentals hold.

Lyn Alden nailed it.

Central banks WILL accumulate $BTC — and here's why it's inevitable:

→ First reserve asset in history that's both self-custodied AND instantly verifiable
→ No counterparty risk
→ No reliance on foreign vaults or trust-based systems

This isn't speculation. It's game theory playing out in real time.

When sovereign entities can hold value without intermediaries, the shift becomes structural. We're watching the slow-motion pivot from gold's limitations to Bitcoin's design superiority.

The question isn't IF central banks stack sats. It's WHEN the floodgates open.

🚨 GitHub breach hits 3,800 repos through compromised VS Code extension

If you're a dev in crypto, check your repos NOW. This isn't theoretical—attackers poisoned a widely-used VS Code extension to infiltrate thousands of repositories.

What happened:
• Malicious code injected via trusted extension
• 3,800+ repos compromised
• Supply chain attack vector—classic trojan horse

Why crypto devs should care:
Most DeFi protocols, smart contracts, and Web3 infra rely on GitHub. One bad extension = keys, seeds, or contract logic exposed.

Action items:
1. Audit your installed VS Code extensions
2. Review recent commits for suspicious changes
3. Rotate API keys and secrets if you're affected
4. Enable 2FA on all dev accounts (if you haven't already)

This is exactly how hacks start—not through front doors, but through trusted tools. Stay paranoid.