kermankohli

bitcoin’s recent all-time high wasn’t driven by hype. it was the market reacting to a deeper shift:
→ treasury bonds struggling to sell
→ a weakening dollar
→ growing pressure to print money again

gold moved first. then bitcoin followed.
the price has pulled back since, but that’s just volatility. what matters is the signal: bitcoin is starting to behave like a real macro asset.

shoutout to @cabraun and the @TokemakXYZ team! they are still shipping, still showing up despite how bleak the market feels. conviction like that deserves respect. 🫡

coinbase got hacked. the breach was real, and the data exposed was serious. but what it reminded me is this:

coinbase isn’t just a crypto exchange — it’s one of the biggest security companies in the world. we expect banks to protect us, but coinbase holds the keys to millions of people’s funds.

security isn’t part of the product — it is the product. and still, they’re the default bridge for most people entering crypto.

not because they’re perfect, but because they’re convenient, and familiar, and still trusted — even after this.