Kyle Chassé 🐸
@Kylechasse
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$BTC '12 | Democratizing access to 99%| MV Global | $BLOCK | $WLTH | Early backer in Coinbase, Ripple, Circle, Securitize, Kraken + more. Explore More 👇
Joined October 2019
🚨 THE 99% DESERVE EARLY ACCESS “You can blow your savings in Vegas… but you can’t invest early in AI, robotics, or nuclear? Absurd.” We’re pushing to tokenize private markets so everyday Americans can invest before valuations hit billions.
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In the spirit of @RibbitCapital’s love for Star Wars analogies, this video shares what $TIBBIR-ians believe. I did what I could to make a shorter cut, but there was too much good stuff to leave out. I recommend making time for the full podcast videos to hear and understand how a
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SUI is quietly positioning where the next cycle of users actually lives. Fast finality, object-based architecture, and low fees make it easier to build apps that feel like normal consumer software, not crypto experiments. The chains that win the next phase won’t be the loudest.
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Bitcoin is down 50%, which feels catastrophic in real time. History says it’s not unprecedented. Since 2014, Bitcoin has survived multiple drawdowns like this and still made new highs. Each cycle’s pullback has been shallower than the last. That’s what a maturing market looks
Bitcoin didn’t just sell off. It was repriced by a perfect storm. Hawkish Fed expectations hit as safe havens collapsed and ETF outflows drained liquidity. The result was the worst day since FTX, with fear hitting extreme levels. Strategy is underwater but not broken, and the
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BlackRock is going all in. Larry Fink keeps pushing the tokenization of stocks, bonds, and real estate as the next efficiency upgrade, with BlackRock’s BUIDL fund now around $2.9B and leading tokenized Treasuries. The tokenized asset market has already climbed into the tens of
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Big Tech just showed its hand. $650B of AI capex tells a clear story. Amazon, Microsoft, Meta, and Google are spending now to lock in data centers, GPUs, and electricity capacity before shortages make them inaccessible or prohibitively expensive. Those who control the
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The noise is killing you because it’s hiding what actually matters. Glassnode shows the largest wallets stayed in accumulation mode the entire way down. Small holders sold, mid-size whales capitulated, and the biggest players kept buying. That divergence is the signal, and
Bitcoin didn’t just sell off. It was repriced by a perfect storm. Hawkish Fed expectations hit as safe havens collapsed and ETF outflows drained liquidity. The result was the worst day since FTX, with fear hitting extreme levels. Strategy is underwater but not broken, and the
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Over $2B in leveraged positions were liquidated in a single week, and most of them were longs. Roughly $25B was erased as forced selling fed on itself. Prices fell, liquidations triggered more selling, and the move turned vertical. That explains what happened, but what comes
Bitcoin didn’t just sell off. It was repriced by a perfect storm. Hawkish Fed expectations hit as safe havens collapsed and ETF outflows drained liquidity. The result was the worst day since FTX, with fear hitting extreme levels. Strategy is underwater but not broken, and the
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Bitcoin didn’t just sell off. It was repriced by a perfect storm. Hawkish Fed expectations hit as safe havens collapsed and ETF outflows drained liquidity. The result was the worst day since FTX, with fear hitting extreme levels. Strategy is underwater but not broken, and the
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Scary headlines. Calm reality. China bans cause local liquidations, not global collapse. RWA stocks already halved. Capital rotates West as the U.S. builds regulated tokenized dollars. Bitcoin historically catches that flow. And the Bitcoin Yardstick metric at an all-time
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SUI token standard just got adopted by Coinbase That’s an institutional green light. Custody, compliance, and distribution now plug directly into Sui. This is how we shift from experimentation to production-grade adoption.
Excited to announce we’re partnering with @Coinbase as they adopt the Sui token standard, making it easier than ever for institutions, builders, and everyday users to participate in the Sui ecosystem.
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The Great Firewall just leveled up. 🇨🇳 China just slammed the final doors shut. Seven major financial bodies moved in lockstep to declare RWA tokenization, RMB stablecoins, and unapproved trading illegal. Unified messaging. Zero ambiguity.? If it touches crypto and isn’t
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🚨 Stablecoins flood in as BTC dumped. Weekly inflows just doubled to $100B as traders park cash waiting for a bottom. $305B market cap. $10T January volume. Liquidity moves before price.
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Some institutions are going to use this as an excuse to never buy.
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A market that never hurts anyone never gets adopted. Most institutions were never going to adopt $BTC at the top. Institutions need drawdowns, liquidity, and time. Leverage flushes aren’t accidents. They’re how serious capital enters without slippage. While the U.S. Treasury
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THE REAL TRUTH The free market is being quietly backstopped by structural demand. Binance dropping $430M into BTC and a $6B Treasury buyback are not random buys. This is floor management after the January shutdown to stop a leverage meltdown. “WARSH SHOCK” reset the ceiling.
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Michael Saylor just leveled up the fortress. Strategy launched a Bitcoin Security Program to defend against quantum threats as it holds 713,502 BTC. This isn’t about price anymore. It’s about protecting the physics. Infinite HODL just got upgraded.
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Over $7B has been wiped since January 29. One of the biggest leverage flushes crypto has ever seen. “Black Sunday II” plus rising US–China tariff tension flipped macro risk fast. Then Bitcoin lost $76K. Then $72K. Now sitting at $66K. After that, the bots took over. Forced
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This is where it actually gets dangerous. Everyone is watching software stocks bleed. Almost no one is watching what breaks next. In this video, I explain why AI isn’t just compressing valuations. It’s putting private credit under real stress. When tech shocks hit credit,
The invasion is here! $285 billion vanished in a single day. No recession. No war. No earnings miss. One AI plugin did it. In this video, I explain why AI just broke the software model and why the real risk is spreading into credit, liquidity, and markets most people aren’t
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SUI doesn't care about the dips. Cross margin accounts. Native yield strategies. Directly onchain. Sui is bringing prime brokerage mechanics to DeFi. Close the gap with centralized exchanges. CeFi-style leverage. DeFi-native rails.
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