Bitcoin just absorbed an $9B selloff—80,000 coins—without breaking stride.

But the real story isn’t the sale.
It’s what it confirms:

The largest holder rotation in Bitcoin history is almost complete.

Are you ready for what comes next? 🧵👇 Every bull run requires a rotation.

Old hands sell into strength. New buyers step in.

It’s the only way price can rise: supply has to change hands.

This is true for all assets—and especially Bitcoin.

In 1970, the median home cost 2.5x the average annual income.
Today, it’s 6.6x.
That’s not lifestyle inflation.
That’s fiat theft. 🧵👇 Minimum wage in 1971 was $1.60/hr.
Gold was $35/oz.
Work 40 hours = 1.83 ounces of gold.
Today, you earn 0.08 ounces for the same job.
The money didn’t lose value—the system took it from you.

A Satoshi-era whale just sold 80,000 BTC—worth over $9 billion.

These coins sat untouched since 2011.

Now they’re gone.

And Bitcoin barely moved.

This is more than a sale. It’s the clearest signal of what’s coming next. 🧵👇
The coins came from 8 dormant wallets created in early 2011.

On July 4–5, they were consolidated. By July 18, the entire stack was sold—quietly—via Galaxy Digital.

No blockchain breadcrumbs. No market chaos.

Just clean execution of one of the largest exits ever.

Michael Saylor’s Strategy (MSTR) just raised $2.47B with a new security called STRC.

It’s not a bond. Not a stablecoin. Not a typical preferred.

So what is it—and why are some calling it a “Bitcoin‑backed T‑bill”?

STRC explained—and how it transforms BTC‑backed credit 🧵👇
STRC launched at $90 with a $100 par value.

It pays a monthly dividend (9% to start) and can adjust over time.

The goal? Keep STRC trading near $100—becoming a high-yield parking spot for capital that still ties into Bitcoin.

American HODL says the coming Bitcoin treasury bubble could rival the dot-com era—$11T of capital chasing BTC, with true mania not hitting until 2026+.

That’s when Bitcoin could theoretically run towards a $1M blow-off top.

Is he on to something? Let's unpack 🧵👇
American HODL:

“I think the treasury company bubble can get dot-com level large. We could see a 3–4 year run that takes Bitcoin well beyond a million dollars.”

So what signals are already pointing toward this?

Is Bitcoin freedom money—or just another Wall Street asset?

Cypherpunks see it as censorship‑resistant lifeboat. Institutions see it as pristine collateral.

In her latest piece, Lyn Alden reveals why both paths are needed before Bitcoin can become true ubiquitous money. 🧵👇
Bitcoin’s adoption is two‑sided:

• Cypherpunks want an exit from corrupt systems.
• Suit‑coiners want the best-performing asset.

But here’s the paradox: Bitcoin must first succeed as an investment before it can thrive as money.

The Genius Act just became law.

Trump calls it a “financial revolution,” unleashing dollar-backed stablecoins to cement U.S. dominance in crypto.

But is this really about innovation—or a stealth move toward a programmable, surveilled dollar?

Here’s what’s really happening 🧵👇
The bill promises to “modernize payments” and make the U.S. the “crypto capital of the world.”

But stablecoins don’t fix fiat—they just digitize it.

They’re still tied 1:1 to the same dollar that’s lost 98% of its value since 1913.

Bitcoin treasuries are no longer just cash buys.

Corporations are issuing bonds to acquire BTC—creating a new form of strategic leverage.

Lyn Alden breaks down what this means for Bitcoin’s next stage of adoption and the risks that come with it. 🧵👇
The first key insight: not all leverage is created equal.

👉 Hedge funds & traders use margin loans—short-term, high risk, and prone to liquidation.
👉 Corporations issue long-dated bonds—fixed terms, no margin calls, and built for durability.

Bitcoin is eating sell pressure like never before.

This isn’t retail mania. It’s corporate treasuries, SPAC whales, and institutional permanent capital locking up the float.

If you don’t understand these new dynamics, you’ll miss the biggest shift of this cycle 🧵👇 Trump Media just announced it holds $2 BILLION in Bitcoin exposure—that’s two-thirds of its entire liquid treasury.

A media company bearing the name of the sitting President is pivoting into hard money to escape fiat debasement.

And they’re not alone.

Lyn Alden recently dropped a brilliant deep‑dive: “The Rise of Bitcoin Stocks and Bonds.”

In it, she explains why corporate treasury plays have been outperforming spot Bitcoin.

Here’s what you need to know about this overlooked dynamic shaping Bitcoin’s next leg up. 🧵👇
Many institutional funds are mandate‑restricted—they legally can’t hold Bitcoin or spot ETFs.

But they can buy publicly traded companies that hold Bitcoin on their balance sheets.

This makes treasury stocks the only compliant bridge for massive pools of capital.

Bitcoin is less than 3% below all-time highs, yet...

• Corporate treasury demand is exploding
• SPACs + LBE strategies lining up billions
• Mid‑cycle metrics show massive room to run
• Fed hasn’t even cut rates yet

This setup could fuel a generational Bitcoin rally. 🧵👇 Early Monday morning, Bitcoin blasted to a new all‑time high of $123K, liquidating shorts on the way up.

Then longs got flushed on the pullback.

Now with the flush complete—we’re consolidating between $118–119K, the classic launchpad before the next move.

$123,000 Bitcoin isn’t just a new ATH.

It’s a signal that the market is starting to value companies differently.

Earnings? Outdated.
Cash reserves? Melting.

The new metric driving investor demand?
𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗽𝗲𝗿 𝘀𝗵𝗮𝗿𝗲.

Here’s why this changes everything. 🧵👇 In 2020, MicroStrategy made a simple but radical shift:

They started measuring corporate performance not in dollars,
But in Bitcoin.

And just like that, a new investor framework was born.

You’ve heard it before: “It’s too late to buy Bitcoin.”

But here’s the truth:

📈 Even if you bought Bitcoin at the worst possible time…
You still outperformed the S&P 500.

Let’s break it down 🧵👇 2/
At the Bitcoin Policy Summit in DC, Newmarket Capital CEO Andrew Hohns shared a chart comparing the bottom 10% of Bitcoin returns to the top 10% of S&P 500 returns—over four-year periods.

The result? Bitcoin still wins.

Even bad timing beats Wall Street’s best.

1/
Bitcoin just crossed a major milestone—and most people don’t realize how big this is.

For the first time, the U.S. housing system is preparing to treat Bitcoin as an asset for mortgages.

Here’s what that means, why it’s such a big deal, and what comes next 🧵👇 2/
This isn’t hype or speculation.

It’s a formal directive from William Pulte, the US Director of Federal Housing—delivered straight to the top of the $13 trillion U.S. mortgage market.

Bitcoin is being elevated to a position of serious financial legitimacy.

Bitcoin dipped below $100K this weekend as U.S.–Iran tensions escalated.

It was the only major asset trading during the chaos, and it took the hit.

But it rebounded fast.

So what does that tell us about Bitcoin’s role in moments like this?

Let’s dig in 🧵👇 On Saturday, the U.S. launched airstrikes on Iranian nuclear facilities.

Bitcoin—one of the only major assets trading—rose 2.5% in the immediate aftermath.

In moments of uncertainty, it offered real-time price discovery when nothing else could.

Why is Washington obsessed with stablecoins?

Because they’re not just a tech innovation.
They’re a defensive play to preserve dollar dominance.

This isn’t a crypto story—it’s a monetary one.
And it has major implications for Bitcoin 🧵👇 The GENIUS Act just passed the Senate.

Trump praised it as “American brilliance” and a masterstroke in digital asset leadership.

But dig deeper: this isn’t about embracing crypto broadly.
It’s about anchoring the digital future to the U.S. dollar.

Bitcoin feels different this cycle...

Volatility is lower. Dips are shallow. Momentum is slow but relentless.

Some say the 4-year cycle is dead. Others say it’s just evolving.

Let’s unpack the data, the theory, and why caution is still warranted 🧵👇 For years, Bitcoin followed a familiar rhythm:

Halving → Hype → Blow-off top → 80% crash → Repeat.

It wasn’t perfect, but it gave structure to chaos.

This time? The old signals are fading—and new ones are taking shape.

Everyone’s watching the Bitcoin Treasury boom.

Plenty of people are asking what happens if the leverage unwinds.

But @BitcoinPierre offered a take that flips the risk map, and most still haven’t caught it.

Let’s break it down 🧵👇
@BitcoinPierre In both 2017 and 2021, the leverage pointed straight at Bitcoin.

Exchanges blew up. ICO and DeFi treasuries sold into weakness. Custodians failed.
When the system cracked, it was BTC that got liquidated.

That’s not what’s happening this time.

“Nothing stops this train.”

What started as a meme is now echoing through Wall Street and Washington.

The debt spiral is accelerating—and no one’s willing to hit the brakes.

Here’s what that means for the dollar, markets, and the exit path 🧵👇 Let’s be clear:

The U.S. isn’t failing to reduce spending.
It can’t.

Entitlements, defense, interest on debt—these aren’t budget items.
They’re untouchables.

Any politician who tries to cut them loses. Every time.

Jordan Peterson sat down with Michael Saylor and had his mind blown.

“Why won’t Bitcoin just suck the investment capital out of everything?”

It’s not just a prediction.
It’s already happening.

This interview might be the moment millions finally understand why 🧵👇 The conversation starts with a question most never ask until it’s too late:

What is money?

It sounds abstract, until the system fails you.

And when it does, you either go down with it…

Or you start searching for something incorruptible.

The Elon–Trump breakup dominated headlines.

But behind the memes and drama lies a deeper story.
One that shows even the smartest minds can miss the root cause of America’s unraveling.

Let’s talk about what Elon still doesn’t understand 🧵👇 Elon didn’t just dump Trump.

He tried to fix Washington.
To bring first-principles engineering into the political machine.
To solve government like he solved rockets and EVs.

But he ran into something he couldn’t optimize: the money itself.