Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?" As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them👇 https://t.co/iLEeJpDeo4

Watching $XYZ rip 20%+ AHT on the sad news that ~50% of employees will be laid off is precisely why the market is going to go much, much higher The K-shaped guillotine is just getting started https://t.co/KSDI40ybFL

The only way this ends well is if the same AI that’s taking everyone else’s job takes the Fed Chair’s too That job shall be called Bitcoin

Incredible time to re-read this piece I wrote last year as 1) geopolitics accelerate (need borderless capital) 2) AI accelerates (need agent capital) 3) culture accelerates (need belief capital) The era of Ideological Investing is just beginning, and Bitcoin is the rf rate

Every Bitcoin ETF holds spot Bitcoin. We can debate about the wonders of the sausage factory, its privileges and misgivings, and still acknowledge the terminal state of every Bitcoin ETF in your brokerage account holds authentic spot Bitcoin exposure, period. End of story.