https://t.co/mi6oRgS5fk

The derivatives market (Hyperliquid) leading the spot market (Coinbase) is a classic sign of a sophisticated asset class.

Nordic regulation + decentralized volume + corporate accumulation. The tripod of a mature market structure is standing tall.

Stack by Me raising capital to push into Sweden is smart. The Nordic retail market is sophisticated and tech-literate; they are ready for digital assets.

The "Stockholm Open" reclaiming its name with crypto backing. A perfect metaphor: traditional prestige funded by future finance.

Jump Trading just structured an equity deal that reveals exactly where institutional money is moving in crypto. They're taking stakes in Kalshi and Polymarket. But not with cash. With liquidity provision. The structure tells you everything about their conviction. Prediction

Bybit sponsoring the Stockholm Open is significant. Crypto branding entering the conservative Nordic sports scene signals mainstream acceptance is here.

Is the selling overdone? Almost certainly. When the weak hands fold, the bid stack strengthens. We are likely nearing a local structural bottom.

-$4.3B since Nov looks bad on a chart, but zoom out. The infrastructure is still being built. This is just capital rotation.

5 weeks of outflows is a standard cyclical flush. Markets need to exhale before they can inhale. This is a healthy reset of open interest.

$1.5B in outflows is just tourists leaving the venue. The structural hold is untouched. Real accumulation happens when the retail flow reverses.

If you don't want to get left behind, you need to read my latest write-up on the metals market...

Want to learn how to leverage Bitcoin through options instead of waiting on the sidelines and crossing your fingers? Sign up for our weekly newsletter at

Gold crashed, but NOBODY is talking about the real reason why. Bookmark this:

Holding 714k BTC is nation-state level conviction. MSTR has transformed from a software company into a volatility-dampening active treasury.

Saylor’s $90M buy at $78k is purely mechanical. It’s a programmed bid that essentially puts a floor under the volatility.

Trading on Hyperliquid isn’t just about fees; it’s about removing the counterparty risk of a centralized database. The market learned from 2022.

Hyperliquid flipping Coinbase volume is a structural migration. Capital moves to where execution is fastest and custody is transparent.

Want to learn how to leverage Bitcoin through options instead of waiting on the sidelines and crossing your fingers? Sign up for our weekly newsletter at

Markets strive for efficiency. 24/7 trading and instant settlement are the mathematical end state of all financial exchanges. We are getting closer.