I just witnessed a rare civilisational-level conversation. @VitalikButerin builds Ethereum. @balajis predicts the collapse of old paradigms. These are 10 predictions they made. A 🧵:

There might not be an alt season anymore and that is not just a catchy line but a structural shift hiding in plain sight. In the old playbook when bitcoin dominance peaked retail rotated into alts & the cycle repeated but 2025 looks nothing like that. Coinshares shows $29.5b

What do you want to know?.

The Fed just shut down its “novel activities supervision program.” It sounds like red tape removal. In reality, it drops one of the only tools designed to slow banks from rushing into crypto without a seatbelt. The program was born in 2023 after a brutal year:.• $2 trillion

It is absoutely bonkers to me that stablecoins are literally exploding and institutions are swooping in because they cannot afford to be late!. In July the sector’s market cap hit $261B which is up 4.87% in a single month. That is 22 straight months of growth which is a streak

The worst experience I ever had with my bank was when they once froze a $23k transfer because I typed “crypto” in the memo which was absurd for me. There was literally no warning and it tool around 12 calls over three days and eventually, it was “approved.”. Today my Bitcoin

The smart money focuses on three things:.i) Expected value per trade. ii) Maximum drawdown tolerance. iii) Time to recovery from losses. Everything else is noise.

Jamie Dimon called Bitcoin a fraud and promised to fire any trader who touched it in 2017 when Bitcoin traded near $4,000 and now has completely flipped (irony!). With Bitcoin hovering near $120000 and crypto laws softening in Washington JPMorgan is preparing to lend against

Coming from 10years+ TradFI experience let me assure you that they love paperwork which amounts to nothing and very little gets done (Always!). A 50 page strategy deck can take three weeks to draft then take another two weeks for approvals so by the time it reaches the board,

RT @SuperteamSG: IGNITION TRANSFORMS STARTUPS! . "We met mentors who KNOW THEIR SHIT! They told us what we didn't want to hear and pushed u….

I am noticing some real interesting World War III discussions (hypothetical butimportant). Germany’s BTC mines power 5% of global hashrate. Russia adds 11%. Norway, another 2%. Together that is nearly a fifth of Bitcoin’s network. These facilities are not tucked away in

RT @piffie: I am about to offend a whole bunch of traders but I am tired of everyone pretending they make $$$ with their fake profit screen….

Somethng historic just happened. The US House just voted 215–211 to consider three crypto bills. Yesterday, the same vote failed. Thirteen Republicans said no. Today, eight of them said “fine.” even with Trump breathing down their necks, five Republicans still refused mostly

I come with surprising (yet profound) news. Most people think global crypto rallies start in New York or Hong Kong but this week Seoul just rewrote the map. XRP jumped from $2.60 to $3.00 in hours. This was not because of ETF flows or institutional allocators but Bbcause

RT @piffie: Bitcoin at $118,000 is a huge signal of the order we are headed to and it is a verdict of sheer conviction of institutional mer….

Elon Musk is now pro-Bitcoin again. But this time, it’s political. After clashing with Trump, he crowdsourced a party on X. In 24 hours, “America Party” was born. Then came the quote: “Fiat is hopeless, so yes [to Bitcoin].”. But it’s not that simple. Musk once halted Bitcoin at

RT @piffie: Now that all the ETHCC selfies and pitch decks are posted. let me talk about what was happening off-stage. This is the behind….

Metaplanet is building an empire. It is made of Bitcoin. a lot of it. In the first week of July alone, they bought 2,205 BTC. That’s $238 million in a single shot funded through bond redemptions and warrant conversions. This is a capital allocation thesis. They now hold 15,555

Trump’s family backed WLFI is trying to go public. This is big news. Until now, the token couldn’t move outside its closed governance system. No price discovery. No external demand. No decentralized coordination. that’s changing. A new proposal will make WLFI transferable on

Most countries measure success in GDP. Bhutan measures it in joy. Now it is adding Bitcoin to that equation. → 13,000 BTC held by the state.→ Fifth-largest Bitcoin-holding country.→ Mining powered by hydro.→ Payments integrated with Binance.→ Policy aligned with Gross