NEW: VanEck’s Matthew Sigel says that after subtracting MARA’s $3.3B convertible debt, its net Bitcoin value is only ~$1.6B, well below its $4.7B market cap—meaning MARA trades at a premium to its BTC holdings, not the discount many assume. image
Tom Lee says that we’ve bottomed and that Bitcoin’s 4 year cycle is set to be shattered as we rally into 2026.
Saylor and CZ meet for the first time in person. What do you think they talked about? image
Bank of America will let 15,000 advisers offer four spot bitcoin ETFs, marking a shift toward mainstream access with suggested allocations of 1% to 4%.
“An anti-Bitcoin president might be better. It forces people to use it the right way. Anonymous. Sovereign.” @Knut Svanholm ∞/21M joins to discuss: 🔸 Why Democracy Leads to Tyranny 🔸 AI + Fiat = 1984 🔸 Creative Process in an AI world Watch on YouTube: Listen on Fountain:
Vanguard now lets 50 million clients access regulated bitcoin funds, a shift driven partly by new CEO Salim Ramji after years of citing bitcoin’s volatility.
Through partnerships with @PUBKEY and its local community, the @Bitcoin District Initiative will build a Bitcoin education hub and onboard 100 businesses in 2026 to a Bitcoin circular economy in Washington, DC.
Vanguard 2024: We don't plan to offer a spot Bitcoin ETF, and we're not going to change our minds. Vanguard 2025: Bitcoin ETF starts tomorrow on our platform
OPERATION CHOKEPOINT 3.0: WHY THEY'RE ATTACKING SACKS, SAYLOR & TETHER For the past six weeks, Bitcoin’s price has been pummelled. Alongside that beating, we have been witnessing a coordinated, full-spectrum assault on some of the most influential pro-Bitcoin voices in America. We are talking David Sacks, Tether, Jack Mallers and Michael Saylor all taking major hits at the same time. Welcome to Operation Chokepoint 3.0. The bankers have declared Total War on Bitcoin. Let’s look at the battlefield. First, they came for the infrastructure. Jack Mallers, CEO of Strike, has his accounts at JPMorgan Chase shut down after calling Jamie Dimon Jeffrey Epstein’s banker. No real explanation was given, despite an executive order from Trump that explicitly prohibits this type of debanking. Next, they target the liquidity. Tether, the lifeblood of global crypto markets, was downgraded by S&P to a stability score of “weak,” claiming they are undercollateralized. Even Arthur Hayes has started throwing shade, saying a 30% drop in Bitcoin would wipe out their equity. But Paolo Ardoino fires back with the receipts: Tether has $30B more dollars in total assets than total liabilities. In a system full of insolvent fractional reserve banks, Tether is the only overcapitalized player. Then they pivot to politics. The New York Times drops a sprawling hit piece on David Sacks, the so-called Crypto Czar. They spent five months trying to manufacture a conflict of interest story. When they found nothing, they published a nothing-burger anyway. Why? To weaken the pro-Bitcoin voice inside the White House. And finally, they come for Gigachad himself, Michael Saylor. You have seen the Ponzi accusations flying around X. They want you to believe MicroStrategy is one dip to $74K away from liquidation. So let’s be clear. There are no margin calls. Saylor’s debt is fixed, long term and unshakeable. So you have to ask yourself: why now? Why is the FUD dial turned to eleven? The answer is simple. The legacy financial system has witnessed the legitimization of Bitcoin and they are scared. This is the monetary war we have been warning you about. The Trump administration is preparing to weaponize the Bitcoin and stablecoin flywheel to break the monopoly the banks have held over the money supply for a century. New bills like the GENIUS Act and the CLARITY Act threaten to shift money creation away from the Fed and the big banks and toward a more decentralized network. The banks are staring down the barrel of increased irrelevance as they lose control of the money printer. Vijay Boyapati called it. He said to expect maximum FUD right before the clean break upward because max FUD usually marks the bottom. They are trying to shake you out. They are trying to humiliate the loudest voices pushing Bitcoin forward. They are fighting for their lives because for the first time in a hundred years, people are beginning to believe there is another way to run this system. image
NEW: 🇨🇦 Canadian billionaire Frank Giustra sharply criticized Michael Saylor’s advice to sell gold for Bitcoin, calling it naive and dangerously simplistic. Giustra argued that over the past 15 years, emerging economies like China and India have been aggressively accumulating gold, making it far more resilient and globally supported than Saylor assumes. 👑 image