Jackson Liam

🚨 $200 BILLION ERASED FROM U.S. STOCKS IN JUST 30 MINUTES.

The reason? The bond market is flashing a serious warning.

🇺🇸 The U.S. 30-year Treasury yield surged to around 5.29%, reaching its highest level since 2007.

Why does this matter?

When long-term bond yields rise this much, borrowing becomes more expensive for companies, mortgages can stay costly, and investors suddenly have a safer place to earn attractive returns outside stocks.

That puts pressure on expensive stocks, especially growth and tech names.

But there’s an even bigger concern: investors are demanding higher returns to hold U.S. government debt for 30 years, with worries around America’s fiscal outlook and heavy debt issuance adding pressure to long-term yields.

The 10-year yield is also hovering near 4.7%, showing the pressure isn’t limited to one corner of the bond market.

Wall Street can handle high rates.

What makes investors nervous is when yields start moving higher quickly.

And right now, the bond market has everyone’s attention. 👀

🚨 Bitcoin is back above $64,000 — but the move is leaving some traders behind.

$BTC has reclaimed the $64K level, bringing fresh energy into the market.

At the same time, nearly $19 million worth of long positions have been liquidated over the past 12 hours. Traders betting on higher prices with leverage were caught by the volatility before Bitcoin pushed back up.

That’s the brutal side of crypto: Bitcoin can recover fast, but leverage can wipe traders out even faster.$ETH

Now all eyes are on $64,000.

If Bitcoin can hold above this level, momentum could start building again. If it loses the level, expect another fight between bulls and bears.

Bitcoin is moving. Volatility is back. And the next few moves could get very interesting.

BREAKING: SanDisk ($SNDK ) is on an incredible run.

The stock has surged 62% in just the last 14 days, reportedly adding around $101 billion in market value.

And now things are getting even more interesting.

$SNDK has pushed past almost every analyst price target on Wall Street, as the rally continues to surprise the market.

Think about that — in only two weeks, the stock has climbed more than 60%, leaving many analyst expectations behind.

Momentum is clearly running hot.

The big question now: how much further can $SNDK go before Wall Street is forced to completely rethink its targets?

What a move.

Dusk’s 50-iteration limit initially looked like a random technical setting to me. The deeper I went into Succinct Attestation, though, the more it started to reveal how the network thinks about failure.

Each round begins with a provisioner proposing a block. Separate committees then validate and ratify it. If the proposal is missing, invalid or unable to reach quorum, Dusk does not force agreement. It moves to another iteration with newly selected participants.

After 16 failed attempts, emergency mode begins. Multiple iterations can stay open, giving the network more chances to progress. If competing blocks appear, Dusk prefers the successful block from the lowest iteration.

The 50-iteration cap also limits the number of future block generators visible within a round. That matters because a later generator could otherwise benefit from earlier attempts failing.

Dusk already has a live network where DUSK is used for gas and staking. But staking demand is only part of the story.

What I want to see now is real settlement activity: applications, fees, issued assets and repeat users. Can Dusk’s combination of privacy, compliance and finality attract genuine financial activity, or will DUSK mainly secure infrastructure still waiting for demand?

#dusk @Dusk $DUSK

When I first looked at TermMax, I thought the story was simple: around $34M in TVL, nearly $30M in loans, and most activity still on Ethereum.

But those numbers hide TermMax’s challenge.

Fixed-term liquidity does not sit in one shared pool. It gets divided across maturities, collateral and chains. A protocol can look liquid overall while a borrower still faces a shallow market and heavy slippage.

TermMax turns positions into separate instruments. Fixed-rate tokens represent what lenders receive at maturity. Gearing tokens wrap a borrower’s collateral and debt into an NFT, making leveraged positions easier to manage.

Rates come from AMM-style curves rather than changing automatically with utilization. LPs control the ranges they quote, although every market still needs depth.

What interested me most was V2’s atomic orders. One vault can serve several markets, but once its capital is used somewhere, the available amount updates everywhere.

I am still unclear on how losses flow between curators, lenders and connected yield sources during a stressed event.

TermMax’s long-term test is not simply attracting deposits. It is whether the design can turn fragmented capital into reliable execution without hiding where the risk sits.

How are experienced fixed-income LPs thinking about that trade-off?

@TermMax #TermMax

BREAKING: Tom Lee’s BitMine just bought another $18.9 million worth of Ethereum.

The latest purchase brings the company’s total $ETH holdings to a massive $11.04 billion.

This wasn’t one huge headline-making bet. It was another steady addition to an already enormous position.

While the market watches every short-term move in ETH, BitMine continues to accumulate and strengthen its exposure.

An $18.9 million purchase may look small beside an $11.04 billion portfolio, but the message is clear:

Tom Lee and BitMine are still betting big on Ethereum.

BREAKING: Michael Saylor’s Bitcoin machine has suddenly stopped.

Strategy has now gone eight straight weeks without buying a single Bitcoin.

Last week, the company sold 3.46 million shares and raised $333.7 million. In the past, that money would likely have gone straight into Bitcoin.

This time, not one dollar did.

Instead, Strategy used the cash to pay preferred dividends, repurchase $132.2 million worth of STRC shares, and strengthen its cash reserves.

The pressure is becoming difficult to ignore.

Strategy is reportedly sitting on a $10 billion paper loss from its Bitcoin holdings, while interest and preferred dividend payments cost the company around $1.72 billion every year.

The bigger problem is its mNAV.

It has fallen to just 1.04x, meaning Strategy’s market value is now almost equal to the value of the assets it holds.

That changes everything.

When the stock traded at a large premium, Strategy could sell new shares, raise cheap capital, and use the money to buy more Bitcoin. It was a powerful cycle.

But at 1.04x mNAV, issuing more shares to buy Bitcoin offers almost no advantage.

Strategy once sold stock to grow its Bitcoin pile.

Now, it is selling stock to cover dividends, repurchase preferred shares, and build cash reserves.

The Bitcoin strategy has not collapsed—but the machine that powered it is running out of fuel.

BREAKING: Michael Saylor’s Strategy just made another major move — but this time, it wasn’t a Bitcoin purchase.

Strategy raised roughly $334 million by issuing and selling new $MSTR shares through its at-the-market program.

Here is where the money went:

• $150 million was added to its USD reserve
• Around $132 million was used to repurchase $STRC preferred shares
• The remaining funds strengthened the company’s liquidity

Strategy’s total USD reserve now stands at approximately $4.8 billion. That cash is mainly there to cover preferred-stock dividends and interest payments, giving the company a larger safety net during difficult market conditions.

The most important detail: Strategy did not sell any Bitcoin this week.

Its Bitcoin reserve remains unchanged at roughly 840,447 BTC.

This is a clear shift in how Strategy is managing its balance sheet. Instead of using every new dollar to buy Bitcoin, the company is now building cash, reducing preferred-share obligations and protecting its ability to survive a long market downturn.

That makes Strategy financially stronger, but existing $MSTR holders must also consider the dilution caused by issuing new shares.

Saylor is no longer playing only the Bitcoin accumulation game.

He is building a financial machine designed to hold Bitcoin, manage debt and keep paying investors—even when the market turns brutal. The real question is whether this stronger cash position can outweigh continued $MSTR dilution over time.

Strategy’s capital framework explains how its USD reserve, preferred-share repurchases and Bitcoin holdings now work together.

I went into Dusk with a simple assumption: DuskDS was just another finality layer trying to sound more institutional than it really was.

After reading more, that feels too shallow.

What changed my mind was how the project connects final settlement with the messy parts of finance. If a tokenized asset trade can still be reversed or reorganized, the issue is not only technical. It becomes an accounting problem, an operations problem, and eventually a trust problem.

The first thing that matters is deterministic finality. Dusk is trying to make “settled” mean settled, not “probably safe after enough confirmations.”

The second is Succinct Attestation, where provisioner committees handle proposal, validation, and ratification. That makes the path to finality easier to reason about.

The third is the stack design. DuskDS provides settlement and data availability, while DuskVM and DuskEVM give builders different execution paths on top of the same base.

What I still do not fully get from the public docs is how resilient this design is under harsh conditions, especially network stress or stake concentration.

For me, Dusk’s long-term success depends on whether it can make privacy, compliance, and finality usable in real institutional workflows.

What part of Dusk’s architecture do you think deserves the most scrutiny?

#dusk @Dusk $DUSK

HUGE: 🇺🇸 The Fed is reportedly set to inject $16.97 BILLION of liquidity into the market starting next week.

And it won’t be a one-day event.

Fresh liquidity is expected to enter the system for 3 straight weeks.

More liquidity can mean more money flowing into risk assets — and crypto could benefit if that capital starts looking for higher returns.

Bitcoin and altcoins now have one more reason to get interesting.

The next few weeks could be wild. 👀

$10,000 → about $32.

That’s what happened if you bought $ICP near its 2021 peak around $700 and held until today, with ICP now around $2.27.

So… WTF happened?

ICP launched with crazy hype and a massive valuation.

But there was a catch.

At launch, total supply was 469M ICP, while only 123M was circulating. Over time, huge amounts of locked tokens became liquid. Early seed buyers had even received ICP for around $0.03 per token.

More supply hit the market.

The hype cooled.

Crypto crashed.

And ICP also kept minting new tokens for staking and node rewards, although some ICP is burned through network usage.

The brutal part?

ICP didn’t die. The network is still running.

The price just came back to earth after one of the wildest launches in crypto history.

Sometimes you don’t need to buy a bad project to lose everything.

You just need to buy a good story at a terrible price.

🚨 HUGE: JPMorgan is getting dangerously close to making banking history.

The Wall Street giant is on track to become the world’s first bank worth $1 TRILLION. JPMorgan was valued at roughly $919–$935 billion after a powerful earnings run, putting that massive milestone within reach.

And the story may not stop at $1 trillion.

Top banking analyst Mike Mayo has been closely watching JPMorgan’s rise, while the bank continues to dominate across consumer banking, trading, investment banking, credit cards and wealth management.

Its latest quarter was huge — JPMorgan reported $21.2 billion in net income, the highest quarterly profit ever recorded by a U.S. bank. Equity trading revenue also surged, while investment banking fees jumped as dealmaking picked up.

Under Jamie Dimon, JPMorgan has spent two decades building a financial powerhouse with enormous scale, strong profits and a reputation for surviving crises better than many rivals.

Now imagine the next chapter…

$1 trillion would already make JPMorgan the first bank in history to reach that level.

If the long-term bull case eventually pushes it toward $2 trillion, we could be watching one of the biggest transformations in modern banking.

Wall Street isn’t just watching JPMorgan grow anymore.

It’s watching history get closer. 👀

🚨 Vitalik Buterin is making Ethereum’s long-term goal clear: scale massively without giving up what makes Ethereum powerful.

The vision isn’t simply about making $ETH faster.

It’s about handling far more transactions while keeping the network decentralized, censorship-resistant, and open to everyone.

That balance is the hard part.

Many blockchains can increase speed by relying on fewer powerful operators. Ethereum wants a different path — more capacity without turning the network into something controlled by a small group.

That’s why Ethereum’s scaling journey matters so much.

If Ethereum can reach massive scale while ordinary people can still verify the network and no single company or government can easily control transactions, it could become infrastructure for a much bigger global economy.

Fast is good.

Cheap is better.

But fast, cheap, decentralized, and censorship-resistant at the same time?

That’s the real mission Ethereum is chasing. 🔥

🇺🇸 Senator Cynthia Lummis has painted a massive picture for Bitcoin’s future: a world where $BTC could reach a $200 TRILLION market cap.

That number sounds almost impossible at first.

But here’s the math.

Bitcoin will never have more than 21 million coins. If Bitcoin somehow reached a $200 trillion valuation, that would put the theoretical price at roughly $9.5 million per BTC.

Basically, the famous $10 million Bitcoin dream.

But getting there would require something much bigger than another crypto bull run.

Bitcoin would need to absorb a huge amount of global wealth. Money currently stored in things like gold, property, stocks, bonds, cash and other assets would have to move toward Bitcoin over many years.

Supporters believe Bitcoin’s fixed supply could make that possible if adoption keeps growing. Governments, institutions, companies and ordinary people would all have to see Bitcoin as a serious long-term store of value.

Of course, $200 trillion is an extremely ambitious scenario, not a guarantee or a normal price prediction. Bitcoin would need extraordinary global adoption to reach that level.

Still, that’s what makes the idea so interesting.

Bitcoin started as an experiment worth almost nothing.

Today, people are seriously discussing whether one BTC could eventually be worth millions.

The real question may not be:

“Can Bitcoin reach $10 million?”

It may be:

“How much of the world’s wealth could Bitcoin eventually absorb?” 👀₿

🇺🇸 55 YEARS AGO, THE DOLLAR CHANGED FOREVER.

On August 15, 1971, President Richard Nixon went on national television and made a decision that would reshape the global financial system.

He ordered the United States to “suspend temporarily” the dollar’s convertibility into gold.

At the time, the Bretton Woods system tied the dollar to gold at $35 per ounce, while many major currencies were linked to the dollar.

The move was supposed to protect the dollar during a period of inflation, pressure on U.S. gold reserves, balance-of-payments problems and growing international monetary instability.

But that “temporary” suspension was never reversed.

The old gold-convertibility system eventually disappeared, and the world moved deeper into the era of fiat money.

Today, the dollar is not redeemable for a fixed amount of #GOLD or #Silver . Its value does not come from gold sitting in a vault. Instead, it depends on the strength of the U.S. economy, government institutions, monetary policy, legal-tender status and, most importantly, the willingness of people and markets around the world to accept it.

And look at gold.

Then: $35 an ounce.

Now: roughly $4,380 an ounce, with spot gold trading around $4,379.95 on Friday.

That is more than 125 times the old official $35 price.

One important correction, though: saying the dollar has been backed by “NOTHING” is dramatic, but not completely accurate.

The dollar is no longer backed by gold, but that does not mean it has nothing behind it. It is a fiat currency supported by the U.S. monetary and financial system and by confidence in its ability to function as money.

Still, the history is incredible.

A decision announced as temporary on a Sunday night in August 1971 helped close one monetary era and open another.

55 years later, we are still living in the system that followed.

And perhaps the biggest question is not what happened in 1971.

It is what the global monetary system will look like 55 years from now.

$XAU $XAG

🇺🇸₿ BIG MOMENT FOR CRYPTO IN WASHINGTON

President Donald Trump is expected to meet top crypto, prediction-market and tech leaders at the White House on Wednesday, August 19.

The meeting is reportedly set for 2:30 PM ET at the Eisenhower Executive Office Building, right next to the White House.

Executives connected to major names such as Coinbase, Ripple, Chainlink, Kalshi and Paradigm are expected to be part of the gathering, alongside senior U.S. regulators. CFTC Chair Mike Selig is also expected to attend.

And the timing is huge.

The crypto industry is still waiting for clearer rules in the United States, while the CLARITY Act faces a difficult path through the Senate.

This meeting could put some of the biggest voices in crypto, regulation and government in the same room at a critical time.

Nothing guarantees an immediate policy change, but one thing is clear:

Crypto is no longer knocking on Washington’s door.

It has a seat at the table. 🇺🇸₿

All eyes on Wednesday.

🚨 This could be one of the biggest weeks for crypto in America.

And this time, Congress may not be the one calling the shots.

Two major meetings are coming back-to-back.

Wednesday: The White House sits down with crypto industry leaders.

Thursday: The CFTC meets to discuss crypto regulation.

That matters because Congress has already missed its August window for the CLARITY Act. A Senate vote now isn't expected until September at the earliest.

Meanwhile, CFTC Chair Mike Selig has made his position clear: if Congress doesn't act, the agency is prepared to move forward with writing the rules itself.

So this week could tell us whether that plan is still alive — and how quickly US crypto regulation could start moving without Congress.

But crypto isn't the only story traders are watching.

Monday: US stocks open after Iran says the Strait will not reopen, while Japan releases Q2 GDP.

Tuesday: Fresh US housing market data.

Wednesday: White House meeting with crypto leaders + FOMC minutes.

Thursday: CFTC meeting on crypto regulation.

Friday: Japan inflation data + S&P Global manufacturing PMI.

That's a lot packed into five days.

Markets will be watching the Fed.

Oil traders will be watching the Strait.

Global investors will be watching Japan.

But for crypto, all eyes are on Washington.

Wednesday could reveal what the White House wants.

Thursday could reveal what regulators are actually prepared to do.

Congress may have pushed the decision into September.

Crypto might not wait that long.

Crypto just had one of those weeks that reminds everyone how fast this market can turn.

Around $85 BILLION was wiped from the total crypto market cap.

Bitcoin dropped to $62,500, hitting its lowest level in 31 days.

And the pressure didn’t stop there.

US spot Bitcoin ETFs saw around $389 million in outflows, the biggest wave of selling in six weeks.

Then came another surprise…

Michael Saylor’s Strategy sold 1,690 BTC worth about $108.6 million. Yes, the company known for stacking Bitcoin has been selling some of its holdings.

Altcoins are hurting even more.

The altcoin market cap has fallen to its lowest weekly close in nearly three years, showing just how much money has moved away from smaller coins.

And just when the market was looking toward Washington for some positive news, the SEC cancelled its planned crypto regulation meeting. The agency said it was due to an “unforeseen scheduling issue,” and no new date was immediately announced.

Bitcoin finished the week around the $62,500 area, after starting Monday near $65,000.

Fear is rising.

Money is leaving.

Even some of Bitcoin’s biggest institutional players are changing their moves.

But this is crypto.$BTC

The weeks that feel the darkest are often the ones people remember later.

Now the real question is:

Are we watching the start of a deeper crash… or is the market quietly setting up its next big opportunity?

🚨 GLOBAL BOND YIELDS ARE SURGING — and this is bigger than just another bad day in the bond market.

Something unusual is happening across the world.

From Japan to the United States and France, government borrowing costs are climbing to levels not seen in decades.

In the US, the latest 30-year Treasury auction came with a yield around 5.22% — the highest borrowing cost at a 30-year auction since 2001.

Japan is seeing its own historic move.

Japanese government bond yields have pushed toward multi-decade highs as investors worry about inflation, government spending and the Bank of Japan moving away from years of ultra-cheap money.

France is also under pressure, with its 10-year yield recently around 4%, as investors demand more return for holding government debt.

So why is this happening everywhere at once?

Because bond investors are starting to demand a higher price for risk.

Governments have huge amounts of debt.

They still need to borrow enormous amounts of money.

Inflation remains uncomfortable.

Higher oil and energy prices have added another inflation threat.

And investors are becoming less confident that interest rates can simply return to the ultra-low levels we got used to.

That combination matters.

When governments issue more bonds but buyers demand better returns, bond prices fall and yields rise.

And once yields rise, the effects can spread through the entire financial system.

Mortgages become more expensive.

Companies pay more to borrow.

Governments spend more just servicing their existing debt.

Highly valued stocks face pressure because investors suddenly have attractive alternatives in bonds.

And countries with already-heavy debt loads can find themselves trapped: higher yields → bigger interest bills → larger deficits → even more borrowing.

That is why the bond market deserves attention right now.

Stocks usually get the headlines.

But the global bond market is where the world decides what money should cost.

And right now, investors are sending governments a very clear message:

Cheap money cannot be taken.

Happy Gainers Morning $HEMI $H $COW