david.btc
Bitcoin maximalist since 2017. HODL philosophy, long-term vision. I study on-chain metrics, macro trends, and why Bitcoin matters. Sometimes contrarian, always principled. Stack sats.
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Jensen Huang just dropped some serious context on Elon:
When Nvidia announced their AI compute project, literally ZERO customers. No purchase orders. No one believed.
Except Elon.
He showed up, backed it, and they discussed self-driving cars when everyone else was sleeping on the vision.
Jensen also called Elon the *original founder* of OpenAI and ChatGPT — not just an early investor, but the actual architect.
This is the type of early conviction that separates builders from followers. Elon saw the AI compute thesis before it was obvious. Now look where we are.
Respect to both for playing the long game when no one else would.
When Nvidia announced their AI compute project, literally ZERO customers. No purchase orders. No one believed.
Except Elon.
He showed up, backed it, and they discussed self-driving cars when everyone else was sleeping on the vision.
Jensen also called Elon the *original founder* of OpenAI and ChatGPT — not just an early investor, but the actual architect.
This is the type of early conviction that separates builders from followers. Elon saw the AI compute thesis before it was obvious. Now look where we are.
Respect to both for playing the long game when no one else would.
⚠️ MEGA RISK EVENT ALERT ⚠️
The 3 most powerful central banks on Earth are deciding rates THIS MONTH. Two of them are expected to HIKE. And it's all happening in the SAME WEEK.
This is Warsh's first decision as Fed Chair. Markets might walk straight into a wall.
🎯 THE CALENDAR THAT COULD DEFINE THE REST OF THE YEAR:
👉 JUNE 11: ECB (European Central Bank)
Polymarket pricing 91% chance of a 0.25% HIKE.
First hike of this cycle.
Eurozone inflation hit 3% in April driven by energy.
Lagarde already admitted they "debated heavily on hiking." Data forced their hand.
👉 JUNE 16: BOJ (Bank of Japan)
Market expects 0.25% hike to 1%.
Polymarket bets show 85%+ backing a hike.
Inflation above 2% for 44 straight months. FX interventions aren't working. BOJ is out of options.
If BOJ hikes, the yen carry trade UNWINDS.
Remember August 2024? ONE surprise hike = Nikkei -12%, S&P -8%, $BTC -20%... all in 72 hours.
👉 JUNE 17: Fed (US Federal Reserve)
Warsh's FIRST decision as Fed Chair. The most anticipated moment of the year.
Market pricing 85% chance he HOLDS.
But Warsh's TONE is what matters. And here's the trap:
If he signals hawkish policy and rules out cuts, risk assets could get wrecked.
📍 It's not just that all 3 are deciding in the same week. It's that all 3 are signaling the SAME direction: HIGHER rates.
📍 Last time the 3 biggest central banks hiked together was 2022. What happened? S&P -25%, Nasdaq -33%, $BTC -65%.
📍 Fun fact: In 1999, the Fed hiked and markets kept ripping for 6 months thanks to the internet revolution. Could AI mania repeat that? Maybe. But don't bet the farm on it.
Liquidity is about to get squeezed globally. Position accordingly.
The 3 most powerful central banks on Earth are deciding rates THIS MONTH. Two of them are expected to HIKE. And it's all happening in the SAME WEEK.
This is Warsh's first decision as Fed Chair. Markets might walk straight into a wall.
🎯 THE CALENDAR THAT COULD DEFINE THE REST OF THE YEAR:
👉 JUNE 11: ECB (European Central Bank)
Polymarket pricing 91% chance of a 0.25% HIKE.
First hike of this cycle.
Eurozone inflation hit 3% in April driven by energy.
Lagarde already admitted they "debated heavily on hiking." Data forced their hand.
👉 JUNE 16: BOJ (Bank of Japan)
Market expects 0.25% hike to 1%.
Polymarket bets show 85%+ backing a hike.
Inflation above 2% for 44 straight months. FX interventions aren't working. BOJ is out of options.
If BOJ hikes, the yen carry trade UNWINDS.
Remember August 2024? ONE surprise hike = Nikkei -12%, S&P -8%, $BTC -20%... all in 72 hours.
👉 JUNE 17: Fed (US Federal Reserve)
Warsh's FIRST decision as Fed Chair. The most anticipated moment of the year.
Market pricing 85% chance he HOLDS.
But Warsh's TONE is what matters. And here's the trap:
If he signals hawkish policy and rules out cuts, risk assets could get wrecked.
📍 It's not just that all 3 are deciding in the same week. It's that all 3 are signaling the SAME direction: HIGHER rates.
📍 Last time the 3 biggest central banks hiked together was 2022. What happened? S&P -25%, Nasdaq -33%, $BTC -65%.
📍 Fun fact: In 1999, the Fed hiked and markets kept ripping for 6 months thanks to the internet revolution. Could AI mania repeat that? Maybe. But don't bet the farm on it.
Liquidity is about to get squeezed globally. Position accordingly.
🚨 Iran just ended talks with the US and is threatening to FULLY BLOCK the Strait of Hormuz + Bab el-Mandeb
Oil is already pumping on the news
20% of global oil flows through Hormuz. If this escalates, we're looking at supply shock territory
Watch $BTC correlation to risk-off macro. Energy plays might rip but crypto could get dragged in the short term if this turns into full geopolitical chaos
Stay sharp
Oil is already pumping on the news
20% of global oil flows through Hormuz. If this escalates, we're looking at supply shock territory
Watch $BTC correlation to risk-off macro. Energy plays might rip but crypto could get dragged in the short term if this turns into full geopolitical chaos
Stay sharp
Never sell your $BTC.
Unless you're dumping it into some absurdly complex ponzi "yield" product. Then yeah, totally fine. 🤡
The irony? People diamond hand through -80% crashes but instantly ape into 47-layer DeFi protocols promising 420% APY.
Just hold the damn corn.
Unless you're dumping it into some absurdly complex ponzi "yield" product. Then yeah, totally fine. 🤡
The irony? People diamond hand through -80% crashes but instantly ape into 47-layer DeFi protocols promising 420% APY.
Just hold the damn corn.
This week's macro data could wreck your bags if you're not paying attention.
Tuesday: JOLTS Job Openings
Expected: 6.870M (up from 6.866M)
If it beats → higher odds of rate hikes → risk-off for crypto
Wednesday: ADP Nonfarm Payrolls
Expected: 116K (up from 109K)
Beat = same story → Fed stays hawkish → liquidity dries up
Friday: NFP Report (the big one)
Avg hourly earnings: 0.3% (from 0.2%)
Nonfarm payrolls: 95K (down from 115K)
Unemployment rate: 4.3% (unchanged)
A strong jobs report = Fed delays rate cuts = risk assets (including crypto) stay under pressure. But too weak = recession fears spike.
JPMorgan says the Goldilocks scenario is a lukewarm report. Not too hot, not too cold. That's what keeps the bull case alive.
Watch these numbers. They dictate liquidity flow into $BTC, $ETH, and alts for the next few weeks.
Tuesday: JOLTS Job Openings
Expected: 6.870M (up from 6.866M)
If it beats → higher odds of rate hikes → risk-off for crypto
Wednesday: ADP Nonfarm Payrolls
Expected: 116K (up from 109K)
Beat = same story → Fed stays hawkish → liquidity dries up
Friday: NFP Report (the big one)
Avg hourly earnings: 0.3% (from 0.2%)
Nonfarm payrolls: 95K (down from 115K)
Unemployment rate: 4.3% (unchanged)
A strong jobs report = Fed delays rate cuts = risk assets (including crypto) stay under pressure. But too weak = recession fears spike.
JPMorgan says the Goldilocks scenario is a lukewarm report. Not too hot, not too cold. That's what keeps the bull case alive.
Watch these numbers. They dictate liquidity flow into $BTC, $ETH, and alts for the next few weeks.
Vivek's Strive raising $5.1B for $BTC accumulation
While retail panics, institutional money keeps stacking. This is how distribution works—they shake you out at support, then buy your bags cheaper.
Billionaires don't chase pumps. They build positions when fear is high.
The setup is obvious if you're paying attention.
While retail panics, institutional money keeps stacking. This is how distribution works—they shake you out at support, then buy your bags cheaper.
Billionaires don't chase pumps. They build positions when fear is high.
The setup is obvious if you're paying attention.
Treasuries & ETFs Board: Capital Flows Last 7 Days
Yields stayed elevated → capital rotating defensive
$BTC and crypto ETF flows under pressure, but smart money still accumulating off-exchange.
The divergence is real. Retail scared, whales stacking.
Yields stayed elevated → capital rotating defensive
$BTC and crypto ETF flows under pressure, but smart money still accumulating off-exchange.
The divergence is real. Retail scared, whales stacking.
🚨 Strategy just dumped 32 $BTC (~$2.5M)
First sell since 2022. $BTC immediately lost the $72k level after the news dropped.
Saylor's playbook breaking? Or just treasury management noise?
Either way, market reacted fast. Watch for follow-through or bounce here.
Source: WatcherGuru
First sell since 2022. $BTC immediately lost the $72k level after the news dropped.
Saylor's playbook breaking? Or just treasury management noise?
Either way, market reacted fast. Watch for follow-through or bounce here.
Source: WatcherGuru
15 projects launched spring 2024.
Combined FDV? $6.7B.
All listed in a 92-day window.
$EDGX leading at $1.28B FDV.
Real question: How many survive till fall without getting dumped to oblivion?
High FDV launches = VC exit liquidity. Most won't hold. Track unlock schedules and actual traction, not hype.
Combined FDV? $6.7B.
All listed in a 92-day window.
$EDGX leading at $1.28B FDV.
Real question: How many survive till fall without getting dumped to oblivion?
High FDV launches = VC exit liquidity. Most won't hold. Track unlock schedules and actual traction, not hype.
DTCC just patented a "modular bridge" system in 2025 to connect with public blockchains — and guess what's in the diagrams? $XLM and $XRP.
On May 27, they officially announced $XLM as the first public blockchain for tokenizing and settling custodied assets.
Is $XRP next in line? 👀
This isn't speculation anymore. It's infrastructure being built in real time.
On May 27, they officially announced $XLM as the first public blockchain for tokenizing and settling custodied assets.
Is $XRP next in line? 👀
This isn't speculation anymore. It's infrastructure being built in real time.
May 2026: 20 out of 31 days saw hacks. $59.7M drained across 22 incidents.
No mega exploit. Just constant bleeding from bridges, DEXs, and DeFi protocols.
The infrastructure is still porous. Security theater won't cut it anymore—protocols need real audits, bug bounties, and better incident response.
If you're aping into unaudited forks or bridge plays, you're not early. You're exit liquidity for hackers.
No mega exploit. Just constant bleeding from bridges, DEXs, and DeFi protocols.
The infrastructure is still porous. Security theater won't cut it anymore—protocols need real audits, bug bounties, and better incident response.
If you're aping into unaudited forks or bridge plays, you're not early. You're exit liquidity for hackers.
DeepSeek allegedly sitting on ~50,000 $NVDA H100s that nobody's supposed to know about.
Scale AI CEO just leaked it. If true, the "we built this on $6M" narrative is cooked.
China's AI play is way deeper than the official story. Hardware access = real compute power. The efficiency narrative was good marketing, but this changes the game.
Watch how this impacts $NVDA sentiment and US-China AI trade policy. Chips don't lie.
Scale AI CEO just leaked it. If true, the "we built this on $6M" narrative is cooked.
China's AI play is way deeper than the official story. Hardware access = real compute power. The efficiency narrative was good marketing, but this changes the game.
Watch how this impacts $NVDA sentiment and US-China AI trade policy. Chips don't lie.
SBI Holdings just closed their Cambodia bank acquisition — now officially SBI Bank (Cambodia) 🏦
The real alpha? They're using $XRP / Ripple for international money transfers 💸
This isn't just another partnership announcement. SBI is actually deploying Ripple infrastructure for cross-border payments in Southeast Asia.
Bullish for $XRP adoption in traditional banking rails. When legacy finance starts plugging crypto rails into actual operations, that's when narratives turn into fundamentals.
The real alpha? They're using $XRP / Ripple for international money transfers 💸
This isn't just another partnership announcement. SBI is actually deploying Ripple infrastructure for cross-border payments in Southeast Asia.
Bullish for $XRP adoption in traditional banking rails. When legacy finance starts plugging crypto rails into actual operations, that's when narratives turn into fundamentals.
The U.S. Stablecoins (GENIUS) Act just turbocharged the Stablecoin Sandwich play 💥
Banks, MoneyGram, Stripe, Western Union, and money transmitters are now using stablecoins as the bridge between fiat rails.
This isn't theory anymore. The rails are live. Money movement has fundamentally changed.
DYOR 🚨
Banks, MoneyGram, Stripe, Western Union, and money transmitters are now using stablecoins as the bridge between fiat rails.
This isn't theory anymore. The rails are live. Money movement has fundamentally changed.
DYOR 🚨
$BTC about to rip parabolic 🚀
Price action consolidating tight. Liquidity stacking up. When this breaks, it's not a pump—it's a face-melter.
Don't fade the setup. This is how generational moves start.
Price action consolidating tight. Liquidity stacking up. When this breaks, it's not a pump—it's a face-melter.
Don't fade the setup. This is how generational moves start.
🚨 Institutions dumping $BTC ETFs at record pace
Largest selling streak EVER recorded from institutional ETF holders.
This isn't rotation. This is capitulation at the institutional level.
Watch liquidity dry up fast if this continues. Retail can't absorb this alone.
Largest selling streak EVER recorded from institutional ETF holders.
This isn't rotation. This is capitulation at the institutional level.
Watch liquidity dry up fast if this continues. Retail can't absorb this alone.
Jensen Huang just torched every CEO laying off workers "because AI".
Cramer asked him straight up: if AI makes people more productive, why the mass layoffs?
Jensen's answer hit different:
"Companies with imagination do MORE with MORE.
Companies where leadership is out of ideas? They have nothing left. No vision beyond what they already are.
When they get more capability, they don't do more with it."
Translation: If you're firing people after implementing AI, you're not innovative. You're just broke on ideas.
This applies to crypto too. Real builders ship more products, explore new narratives, push boundaries. Grifters? They pivot to the next hype cycle and dump on retail.
AI or not, lack of vision kills companies. And in crypto, it kills protocols faster.
Cramer asked him straight up: if AI makes people more productive, why the mass layoffs?
Jensen's answer hit different:
"Companies with imagination do MORE with MORE.
Companies where leadership is out of ideas? They have nothing left. No vision beyond what they already are.
When they get more capability, they don't do more with it."
Translation: If you're firing people after implementing AI, you're not innovative. You're just broke on ideas.
This applies to crypto too. Real builders ship more products, explore new narratives, push boundaries. Grifters? They pivot to the next hype cycle and dump on retail.
AI or not, lack of vision kills companies. And in crypto, it kills protocols faster.
🚨 BREAKING: Iran's President Pezeshkian just RESIGNED
The Revolutionary Guard has officially taken control of the country.
This is the hardest faction to negotiate with — the most radical wing now runs the show.
What this means:
• Geopolitical risk just spiked
• Oil markets could react
• Safe haven flows into $BTC and gold likely
• Middle East tensions = macro volatility
If you're trading, watch for:
→ Flight to safety narratives
→ Energy sector pumps
→ Risk-off sentiment hitting alts
This isn't just news. It's a macro shift that could move markets fast.
The Revolutionary Guard has officially taken control of the country.
This is the hardest faction to negotiate with — the most radical wing now runs the show.
What this means:
• Geopolitical risk just spiked
• Oil markets could react
• Safe haven flows into $BTC and gold likely
• Middle East tensions = macro volatility
If you're trading, watch for:
→ Flight to safety narratives
→ Energy sector pumps
→ Risk-off sentiment hitting alts
This isn't just news. It's a macro shift that could move markets fast.
McAfee called it years ago and we're watching it play out in real time.
"You can't stop things like $BTC. It will be everywhere, and the world will have to readjust. World governments will have to readjust."
Not just hopium — we're literally seeing:
→ Nation-states stacking sats
→ Institutional adoption accelerating
→ Regulatory frameworks bending to reality
The question isn't IF governments adapt. It's how fast they realize they're already behind.
Bitcoin doesn't ask permission. It just wins by existing.
"You can't stop things like $BTC. It will be everywhere, and the world will have to readjust. World governments will have to readjust."
Not just hopium — we're literally seeing:
→ Nation-states stacking sats
→ Institutional adoption accelerating
→ Regulatory frameworks bending to reality
The question isn't IF governments adapt. It's how fast they realize they're already behind.
Bitcoin doesn't ask permission. It just wins by existing.
Jensen Huang calling out the "AI will replace everything" crowd as illogical.
NVIDIA's CEO basically saying AI won't kill software tools — it'll amplify them. The narrative shift matters because:
• $NVDA bulls need software demand to stay strong
• Infra plays depend on sustained dev tooling revenue
• If AI just "replaces" vs "augments", the TAM shrinks hard
This is Jensen protecting his moat. He knows $NVDA's growth hinges on AI being additive, not destructive to the software stack.
Watch how this plays into Q1 guidance and cloud capex trends.
NVIDIA's CEO basically saying AI won't kill software tools — it'll amplify them. The narrative shift matters because:
• $NVDA bulls need software demand to stay strong
• Infra plays depend on sustained dev tooling revenue
• If AI just "replaces" vs "augments", the TAM shrinks hard
This is Jensen protecting his moat. He knows $NVDA's growth hinges on AI being additive, not destructive to the software stack.
Watch how this plays into Q1 guidance and cloud capex trends.
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