Satoshitalks

🥇 Gold is breaking down. ₿ Bitcoin is holding strong.
Here’s what’s shifting:
Gold −27% from ATH (longest slump in 100+ yrs)
$BTC steady above $68K
BTC/Gold ratio +30%
Capital is rotating.

Should I keep this going?
Got more projects lined up.

🚨 Crypto just entered the housing market.
A new mortgage model lets buyers use crypto as collateral:
No need to sell holdings
Backed by Coinbase + Better Home & Finance
Signals mainstream adoption.

X is hiring deep crypto talent at the product level.
@benjitaylor previously built a self-custody wallet (acquired by Aave in 2023), was CPO at Aave, and later led design for Coinbase’s Base network.
What this signals:
Web2 absorbing Web3 builders
Proven operators (Aave, Base) moving over
Talent shift could slow crypto innovation
Crypto is losing its top product talent to big tech.

🚨 UK banned crypto donations to political parties.
The Electoral Commission says zero crypto donations have been officially reported by any party to date.
So they banned something that technically hasn't happened yet on paper.

🚨 Gold just reclaimed $4,600.
$900B added in hours—here’s what’s driving it:
Safe-haven demand surge
Weakening dollar
Rate-cut expectations

If you’re watching crypto, watch fertilizers next:
1. Strait of Hormuz disruption
2. ~30% of seaborne fertilizer trade at risk
3. Supply shock = price surge
The “boring” trade is winning.

If you’re watching crypto, watch fertilizers next:
1. Strait of Hormuz disruption
2. ~30% of seaborne fertilizer trade at risk
3. Supply shock = price surge
The “boring” trade is winning.

VFX artists were told to start job hunting.
Filmmakers were told they’re obsolete.
Stock footage companies were told to shut down.
Sora shut down first.

💀 $10K into $CRV in Jan 2022 = $358 today.
Meanwhile:
Founder got hacked for $62M
Still holds more than most ever will
Retail got crushed
Lesson? Size and timing matter.

If you invested $10,000 in $IOTA back in April 2021, you would have $212 today.
It hit a new all time low this morning.

📉 $TIA faces constant sell pressure.
What the unlock schedule means:
~$90K in daily unlocks
171M $TIA still to enter circulation
Supply pressure until Oct 2027

🚨 The Bitcoin leaderboard is tightening fast:
1. MicroStrategy closing in
2. Gap to BlackRock’s IBIT: just 22,500 BTC
3. A flip could reshape institutional dominance
Watch this race 👀

If you invested $10,000 in Filecoin $FIL in April 2021, you would have $105 today.
Enough to buy a 2TB hard drive and store your own files like a normal person.

If you invested $10,000 in Axie Infinity $AXS in November 2021, you would have $54 today.
💀 $10K → $54.
What happened to Axie Infinity investors:
Peak hype in Nov 2021
“Quit your job” narrative
Reality of unsustainable yields
People were quitting their jobs to play this game.

BREAKING: In just the last hour, $394M got liquidated.
• $271M shorts
• $123M longs
Most of it came from shorts getting squeezed as price moved up fast.

🚨 WHAT JUST HAPPENED?
Markets are processing two opposing headlines at once:
1. Trump signals talks with Iran → de-escalation
2. Iran warns of strikes on regional infrastructure
3. U.S. pauses attack plans after retaliation threat

🚨 Trump signals potential de-escalation with Iran — and markets react fast:
Talks to end hostilities underway
Risk sentiment flips bullish
Bitcoin reclaims $71K

Mad Lads just got hit post-airdrop
- NFT costs ~$950
- NFT gives ~1000 $BP (~$300)
1. Floor down 26% → 11 $SOL
2. ~$950 entry price
3. ~1000 BP token (~$300)
Now it’s simple: price follows $BP.