🚨 THE GENIUS ACT JUST PASSED 🚨

The U.S. is finally regulating stablecoins and it’s bigger than you think

Here’s why this bill could reshape crypto, supercharge $USDC and $USDT, and unlock the next wave of adoption 🧵 ✅ The GENIUS Act in simple terms:

The U.S. wants stablecoins (like $USDC, $USDT) to be issued under strict banking rules.

Why?
To protect users, prevent risks, and bring stablecoins into the regulated U.S. financial system.

1/ Hedge funds are shorting #Bitcoin futures at record highs

The entire industry says it’s bearish, but it does NOT mean that!

Let’s dive into what it actually means 🧵 2/ What is the cash-and-carry trade?

A strategy where investors exploit the difference between the spot price (current price) and futures price (price agreed for future delivery) of an asset

Understand this and you'll outperform 95% of other investors: the crypto 4-year cycle!

What is the crypto 4-year cycle? What is each stage about? When to buy and when to sell?

A thread 🧵

BOOKMARK THIS TO COME BACK TO THIS LATER 🔖 Every ~4 years a full cycle plays out entirely. Why does this happen every 4 years? Why so fast?

• Reason 1: Bitcoin halving. Supply shock happens and this triggers the price to go up
• Reason 2: crypto is a young market
• Reason 3: mass psychology effect

🚨 Major FASB accounting shift for #Bitcoin

𝐇𝐔𝐆𝐄 𝐔𝐍𝐃𝐄𝐑𝐑𝐀𝐓𝐄𝐃 𝐛𝐮𝐥𝐥𝐢𝐬𝐡 𝐧𝐞𝐰𝐬 𝐟𝐨𝐫 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 🚀

Thread 🧵⬇️ 1/ What’s happening with FASB & Crypto?

• The Financial Accounting Standards Board (FASB) is revamping how companies account for #crypto assets like #Bitcoin.

• This change is BIG news for corporate treasuries and institutional investors.

1/ 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐁𝐢𝐭𝐭𝐞𝐧𝐬𝐨𝐫 𝐢𝐬 𝐫𝐞𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐀𝐈 𝐚𝐧𝐝 𝐛𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧?

This is a must-read thread that explains it all 🧵

$TAO 2/ 𝐁𝐞𝐟𝐨𝐫𝐞 𝐰𝐞 𝐛𝐞𝐠𝐢𝐧

• Bookmark this thread, like, retweet, and follow for more insights

1/ 🧵Thread on Kujira $KUJI: what is it and why is the sky the limit? Let's do a review.

Bookmark this thread for future reference 🔖 2/ Kujira is an L1 blockchain built on Cosmos.

It is 'the blockchain for real yield'. You can best compare it to what $LUNA was trying to be, but better.

In fact, $KUJI was initially built on Terra (Kujira launched October 2021), but when $LUNA collapsed it took a new route.

1/ 🧵 #Chainlink $LINK Tokenomics, Staking, and Cross-Chain Transfers: 𝗔 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 🌐 2/ 🚀 𝐓𝐨𝐤𝐞𝐧 𝐋𝐚𝐮𝐧𝐜𝐡 & 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧:
• Launched in Sept 2017.
• 1 billion token cap.
• Distribution: 35% public, 35% node & ecosystem, 30% company.
• $32M raised in ICO and sales.

A thread on how #Chainlink is revolutionizing the $30 trillion global trade industry. 🧵

$LINK Maersk found that a single shipment required over 100 people and 200 transactions, with significant delays in document processing

There are 7 key problems/challenges:

MARKET CYCLES THREAD 🧵

If you understand the (crypto) market cycles, you're ahead of 95% of other investors. So make sure to study this.

There are 4 phases in a cycle, and every phase equals 1 year in crypto. That's at least what history looked like.

Let's have a look 👇

1/6 In the past:
1) Stealth phase: 2019 -> accumulation
2) Awareness phase: 2020 -> take-off
3) Mania phase: 2021 -> parabolic market
4) Blow off phase: 2022 -> bear market

As you can see, every phase equals more of less 1 year.

2/6

A simple thread on bonds and bond yields for everybody to understand 🧵 Bonds are debt instruments and represent loans made to the issuer. When macro twitter talks about bonds, we refer mostly to government bonds. Governments use bonds in order to borrow money. 💰

The EU has no clue what they are doing.
- Killing web3 innovation (after EU did the same with web2) .
- Crypto exchanges and other companies will never be able to implement all rules.
- Hacks will happen with the collected data and people's safety will be at risk.

1/

https://twitter.com/ernesturtasun/status/1542217821958115332

- Unhosted wallets ARE the innovation! Regulating it this way will destroy all innovation around it.
- Intentions of the regulations are "keeping criminals out". They will use P2P transactions, which stay unregulated and are not possible to regulate. MiCa will miss its goal.

2/

IMPORTANT: The % of $BTC not being moved for over a year is increasing.

We are now ~6 months after a major turnaround like we only saw twice before. We saw it in 2018, ~6 months before the #bitcoin bottom and in 2014, ~9 months before the price bottom was in. Now, what does this mean? Historically we see the $BTC price bottom 6-9 months after this turning point. People are not longer willing to sell (or even move) their bitcoin and are simply holding it. Mainly because they think price increases are coming or accumulation is here.

Here's why I think altcoins will outperform #bitcoin during Q2 and Q3 of this year.

Time for a thread 🧵 1) First of all, in recent weeks we had an accumulation of bad news and events. But during this time, it was very remarkable to see how altcoins kept up versus Bitcoin. Even during the heaviest of news and fear in the market, altcoins held up strong compared to Bitcoin.

Since the start of altseason, I made:
x7 on $DOT
x10 on $BNB
x12 on $MATIC
x15 on $ENJ
And so on...

-> But 2 of my altcoins are clearly lagging. I'm talking about $ETH and $LINK. A little thread on why I think this is happening to these 2 👇

1/7 In the same period as the ones mentioned above both $ETH and $LINK went up 'only' x2.5. This is remarkably less than other altcoins.

Why is that? I personally think the prices are suppressed of both cryptocurrencies.

2/7