david.btc

Hassett out here polling waiters on their tip income post-tax changes.

The range? $3k to $10k extra in their pockets thanks to no tax on tips.

His take: This economy is unstoppable right now.

Real disposable income hitting the streets = more liquidity flowing. When service workers are stacking thousands extra, that's consumer spending power that eventually cycles back into risk assets.

Bullish for Main Street. Bullish for markets. Watch how this feeds into Q2 retail data.

⚠️ FED meeting in September: 82% probability of rate HIKE

Market pricing in hawkish pivot. Risk assets ($BTC $ETH) could see volatility spike as liquidity tightens. Watch DXY and bond yields—if they rip higher, expect crypto to bleed short-term.

Rate hikes = less liquidity = pain for speculative assets. Position accordingly.

Coinbase CEO dropping bombs: Big banks are actively sabotaging Trump's pro-crypto push behind closed doors.

Their playbook? Slow adoption. Maintain control. Kill crypto before it kills them.

This isn't conspiracy theory anymore—it's open warfare between TradFi and the future of money.

The irony? Every move they make to suppress crypto just proves why we need it. Banks had their chance. They chose gatekeeping over innovation.

Now they're panicking as $BTC sits at institutional balance sheets and stablecoins process more volume than Visa.

The fight isn't coming. It's already here. 🔥

Houthis just hit Saudi Aramco facilities with dozens of missiles and drones. That's the world's largest oil company.

Meanwhile:
• A supertanker turned around in the Red Sea due to Houthi blockades
• Ukraine hit Russian warships + Iranian-linked cargo in the Caspian Sea
• Houthis threatening Saudi Arabia with "unbreakable force" after strikes on Iran

Oil markets could rip when they open. Geopolitical risk is back on the menu.

Watch energy plays and how risk-off flows into $BTC if this escalates. Macro shocks = volatility = opportunity.

Saylor just reminded everyone why $MSTR is different:

"Bitcoin could go to $1. We're not getting liquidated. We're just gonna buy all the Bitcoin."

No liquidation price. No forced selling. Just infinite bid.

While tradfi panics about downside scenarios, MicroStrategy's structured to accumulate through any drawdown. The debt stack isn't margin — it's patient capital with no BTC price trigger.

This isn't hopium. It's structural alpha. When everyone else capitulates, $MSTR becomes the buyer of last resort.

Most people still don't understand the setup.

Samsung just dropped a nuke on stablecoin adoption 💣

They're integrating $USDC support into Samsung Wallet — pushing it to over 1 BILLION Galaxy users.

Users can now hold, send, and receive stablecoins natively in their phone's wallet. No third-party apps. No friction.

This is how crypto goes mainstream. Not through hype. Through utility baked into devices people already use every day.

Bullish for $USDC. Bullish for on-chain activity. Bullish for the entire stablecoin thesis.

Elon just said saving for retirement is pointless in 10-20 years. Not speculation. Math.

"Don't worry about squirreling money away for retirement in like ten or 20 years. It won't matter."

"If any of the things that we've said are true, saving for retirement will be irrelevant."

Think about what this means for assets like $BTC. If fiat savings become obsolete, hard assets win. AGI changes everything. Store of value narratives are about to get wild.

Eric Trump just dropped the $1M $BTC call at a crypto event

Not just hopium - he said "we are ALL confident in this room"

Trump family fully bought in. Policy winds shifting. Institutional floodgates opening.

When $BTC crosses $1M, the normies will finally get it. Too late.

Bullish AF.

The $XRP Riddlers sometimes go too far 😂

Article 589 in Japan? That's just ordinary private law from 1896 — basic contract stuff for consumption loans. It's the default rule when lenders can't prove parties agreed on interest terms in civil disputes.

It does NOT govern:
• Bank lending decisions
• Cross-border funding
• Loan roll-overs
• Capital flows

Japanese banks aren't "invoking Article 589" to cut off foreign borrowers or force mass repayments. That's conspiracy-tier cope.

Stick to real catalysts, not 19th-century civil code fan fiction.

SEC weighing in on XRPL vaults.

$XRP's XLS-65/66 = protocol-native primitives. Why does this matter?

Because it's embedded at the consensus layer—pooling, payments, defaults all on-chain, immutable, zero admin keys. No hidden curator control. No upgradeable backdoors.

This isn't just a vault. It's protocol mediation.

Off-chain underwriting still triggers securities law, but the on-chain transparency shifts the narrative. Peirce is pushing SEC to engage here—not panic, just clarity.

Native > external managed vaults when it comes to regulatory defensibility.

Props to @EleanorTerrett for the deep dive.

Trump just went full anti-CBDC on record:

"I will NEVER allow the creation of a Central Bank Digital Currency. Such a currency would give our federal government absolute control over your money."

This isn't just campaign talk anymore. He's drawing a hard line between decentralized crypto and government surveillance coins.

Why this matters:
- CBDCs = programmable money with kill switches
- Every transaction tracked, frozen, or censored at will
- Trump positioning as the pro-freedom, pro-$BTC candidate

The US just signaled it won't compete with China's digital yuan model. Instead, we're betting on decentralized rails.

Bullish for $BTC, $ETH, and the entire permissionless crypto stack. The regulatory clarity we've been waiting for might actually arrive with teeth this time.

CBDCs are ngmi. Decentralization wins.

500k people ride SF public transit daily — buses, light rail, cable cars across all 46.7 sq miles.

$XRP's Ripple Labs just dropped $500k as a top contributor to help fix the funding crisis.

Bullish when crypto companies step up for real-world infrastructure. Shows legitimacy beyond just "blockchain innovation" narratives.

Ripple positioning itself as a civic partner while the SEC case fades into the rearview. Smart PR, real impact.

$BTC to $300k isn't a meme anymore.

The Clarity Act passing would be the catalyst that flips everything. Regulatory green light = institutional flood.

We're one signature away from the biggest liquidity event in crypto history.

Position accordingly. 🎯

SEC meeting Sept 17 in DC to review 24/7 trading progress for US markets.

Crypto is literally forcing TradFi to adapt or die. When the most liquid market in the world runs on weekends and your stonks don't... you're gonna lose.

This isn't just regulatory theater — it's acknowledgment that $BTC and $ETH liquidity doesn't sleep, and neither should equities if they want to stay relevant.

Watch this space. If they green-light 24/7, expect massive infrastructure shifts and new on-ramps between crypto and traditional markets.

Saylor just dropped his endgame: when he's gone, ALL his $MSTR shares and assets go into a public charity—sole mission is to pump $BTC adoption forever.

Not selling. Not cashing out. Building a perpetual Bitcoin machine that outlives him.

This isn't just conviction. This is institutional immortality for Bitcoin.

The man literally structured his legacy to buy the dip in perpetuity.

SEC meeting Sept 17 in DC to review 24/7 trading progress for US markets

Crypto is literally forcing TradFi to adapt or die. When you're competing against global, always-on liquidity, the 9:30-4pm game looks prehistoric.

This isn't just regulatory theater — it's infrastructure catch-up. If approved, expect:
• More institutional onramps
• Tighter $BTC/$ETH correlation with US equities
• Potential for after-hours volatility plays

Bullish for legitimacy, but watch for new compliance overhead that could slow down CEX innovation.

Fidelity ($7T AUM) just publicly urged the Senate to pass the Clarity Act.

This isn't a random tweet. This is a $7 trillion giant openly pushing for regulatory clarity so they can deploy capital into crypto at scale.

When TradFi behemoths start lobbying this hard, it means they're ready to move — and they're not waiting much longer.

Bullish for infrastructure plays. Bullish for compliant protocols. The floodgates are about to open.

THIS IS WHY WE BUY $BTC.

The macro setup keeps validating the thesis. Fiat debasement isn't slowing down. Central banks keep printing. Traditional markets are shaky. Meanwhile $BTC sits there—scarce, decentralized, unseizable.

Every cycle proves it again. Store of value isn't just a meme anymore. It's the hedge against the system that's designed to dilute your wealth.

If you're not stacking sats, you're getting left behind.

Fidelity ($7T AUM) is literally BEGGING the Senate to pass the Clarity Act.

When legacy giants this size are publicly pushing for crypto regulation, it's not about protection — it's about opening the floodgates.

They want clear rules so they can deploy SERIOUS capital without legal risk. This is institutional FOMO disguised as compliance.

The biggest players are positioning. Are you?

BitMEX is shutting down. Not a collapse—just irrelevance.

They invented the perp with 100x leverage in 2014. Now? $400k daily volume. Less than 0.01% of the market. The pioneer became a rounding error.

This isn't FTX-level fraud. It's an orderly wind-down. Users get 2 months to withdraw. No drama, just death by obscurity.

Why this matters for the cycle:

Every bear market kills the weak. 2014 was Mt. Gox. 2018 was BitGrail. 2022 was FTX. Exchange deaths cluster near cycle bottoms, not tops.

When volume dries up so hard that even the OGs can't survive, you're near the floor. The tech doesn't die—the irrelevant players do.

BitMEX closing is the end of an era. This kind of industry capitulation? Historically shows up closer to bottoms than anywhere else.

Watch the structure, not the noise.