Bitcoin transforms energy and hardware into a supranational monetary system; artificial intelligence transforms energy and hardware into a supranational productivity engine. We cryptocurrency players are a decade ahead, seizing the entire paradigm: mindset, design space, value layers, even the zeitgeist. We've been living in the future without even realizing it. I remember when the COVID-19 pandemic broke out, my 9-to-5 friends were panicking about "remote working," while I thought: Isn't this what I've been doing for the past five years? Then I bought Zoom stock… Thanks to a Bitcoin fasting group, where we fast based on block height, I started researching ketogenic/low-carb/fasting, which led me to SGLT2/GLP1, and in 2022 I bought Eli Lilly stock ($LLY)… Then, due to the power shortages caused by AI, some of my "Bitcoinized high-yield options" unexpectedly cashed out…

– Nvidia expands credit default swaps (CDS) – AI-driven lending under close scrutiny – Strategy placed on MSCI delisting watch list – CFO hints at selling Bitcoin – Bank of Japan's stance leans towards hawkishness – China's deflation intensifies (both PPI and PMI are negative) What other key information have we missed? What are people's expectations for 2026?

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I took a casual stroll in Kyoto Park today, and some thoughts came to mind. Confidence stems from being comfortable being yourself. Growth comes from the courage to face adversity. Thank you to everyone I've met along the way, friends and rivals. Together you have shaped my life path, and thank you for walking with me. ❤️

Bitcoin hit an all-time high before its first halving. This first cycle occurred during quantitative tightening (QT), not quantitative easing (QE). This may be the first time Bitcoin's four-year cycle has been broken. Given that Bitcoin's current performance resembles that of a high-beta tech asset, what mindset should the market adopt to build its strategy?

$PENGU - Price Analysis 🟥 Currently in an extreme downtrend with zero buying pressure 📉 Price may continue to fall to the key demand area below $0.00800! 📉 Possible entry points and key price levels are marked on my chart. 🐧 This does not constitute any investment advice. #pengu #Meme $XRP $BTC

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When I wrote this in 2024, our argument at @primitivecrypto was that we had entered a new era where the market viewed Bitcoin as a trillion-dollar, high-beta growth tech stock, not a monetary toy. The price action since its all-time high in March 2024 validates this: $BTC and $ARKK have moved in highly correlated ways, with nearly identical yield curves. This mindset remains a core principle for navigating the current cycle. Another signal we're closely watching is the divergence in liquidity conditions. Near the top of the late cycle, Binance's open interest (OI) surged, while CME's OI declined: institutional investors weren't embracing the rally. This pattern has recurred in all recent attempts to break new all-time highs. Native cryptocurrency investors/offshore retail tend to lag behind structural changes in macro liquidity, while institutional investors with positions in both growth tech and the global macroeconomy have consistently avoided increasing directional exposure, even during the 2025 rally. Their cryptocurrency liquidity depends on the overall performance of growth technologies (as growth technologies compete with cryptocurrencies). The gap between Binance and CME Group's Open Interest (OI) has consistently been one of the clearest leading indicators of this cycle. This is even more evident in the drop in Binance OI from 100,000 to 90,000: Binance OI remained stable (or even slightly increased), while CME Group OI declined sharply. Just as different body types require different diets, liquidity composition dictates strategies in this market. "Who's bidding?" remains the most pressing question for all asset allocators. Once the U.S. Commodity Futures Trading Commission (CFTC) allows physical margining (expected in 2026), the new liquidity mechanism will further tighten domestic risk budgets.

🚨 Urgent Alert: $1 MBABYDOGE is about to experience significant volatility! Entry Point: 0.0007512 🟩 Target Price 1: 0.0007846 🎯 Target Price 2: 0.0008000 🎯 Stop Loss: 0.0007289 🛑 The market is on high speed! Despite a 3.70% drop in the past 24 hours, trading volume has surged to 4.32 billion! Now is the perfect time to act; such dramatic volatility means huge opportunities! The recent price high of 0.0007846 has eased selling pressure, and if momentum continues to strengthen, we may see a strong rebound! This hot token is bursting with energy, and traders are ready to act. Don't miss this opportunity; act now while others are making money! Stay alert! The next step could be your ticket to the moon! #CryptoSurge #Meme {future}(1MBABYDOGEUSDT)

"Code is eating banks" 👇 The process is as follows: 1. Global users hold stablecoins 2. Stablecoin issuers purchase US Treasury bonds 3. The US Treasury obtains lower-cost financing 4. Stablecoins distribute returns to users 5. Inflation taxes become irrelevant 6. Dollar dominance strengthens, debt becomes sustainable In this world, the US doesn't need a 2% inflation rate to finance its debt. Stablecoins are becoming a new distribution channel for US sovereign debt, deepening the need for Treasury bonds as global collateral, making them act as global savings accounts and money market funds. This is why @Tether_to @circle @Anchorage @worldlibertyfi $USDT $USDC $USAT $USD1 are becoming key macro players in this monetary system transformation. These are major conclusions I reached after meeting with my idol, @CathieDWood. Her insight that stablecoins could potentially reset the inflation target to 0 is profoundly principled. Once the "inflation tax" disappears, wholesale bank depositors will no longer be able to profit from cash, and the old fiat currency incentive model will collapse. Code is eating banks. There has been intense debate about whether the US can operate a Modern Monetary Theory (MMT) system similar to Japan's. Historically, the answer has been no, because the structural differences in demand for US Treasury bonds are drastically different from the domestic demand for Japanese government bonds. However, in the future of super stablecoins, these structural constraints will change. If global stablecoins are backed by government bonds, then the world will effectively become a new "domestic auction." This will create a non-vicious, self-reinforcing financing mechanism, rather than a dangerous money-printing mechanism. Of course, this is on the premise that GDP continues to grow, thanks to productivity, population growth, and technological innovation, thus ensuring the sustainability of economic growth.