The Senate Agriculture Committee, loaded with corn, soybean and ranch senators, votes tomorrow January 29 at 10:30 AM ET on the big crypto market structure bill. They are shaping CFTC oversight for spot Bitcoin trading, classifying most tokens as digital commodities, cracking down on wash trading and manipulation. Why farmers? CFTC regulated wheat futures back in the day, so Congress just dumped crypto there by inertia. Peak American absurdity. If it passes with bipartisan support, we get cleaner markets, fake volume dies, institutional cash floods Bitcoin properly. Irony so thick you could cut it with a pitchfork, but the outcome looks bullish for BTC. Thoughts? image
Bitcoin stands alone as the hard asset you can use for loans with genuinely easy, fully online steps. Platforms like Ledn, Nexo, Strike, SALT, Arch Lending, or DeFi like Sovryn Zero let you transfer BTC from your wallet, get near-instant approval without credit checks, and pull USD, stablecoins or fiat via wire, ACH or wallet, often same day. Monitor LTV, add collateral, repay, all from your phone, no physical touch required. Compare that to gold or silver bullion: ship insured bars to a depository, wait for assay and verification, deal with paperwork, days to weeks of hassle. Even vaulted allocated metal needs pre-storage at the right place. No mainstream setup matches BTC’s seamless digital flow. Bitcoin delivers real-world liquidity and HODL power without ever selling your stack. Thoughts? image
Tether CEO Paolo Ardoino says they’re building toward gold central bank status in a post dollar setup, snapping up one to two tons weekly, already holding 140 tons worth $23 billion in a Cold War Swiss nuclear vault, biggest private hoard outside governments. Plans to trade it hard against JPMorgan for profits. But the real kicker for us, Tether diverts up to 15% of quarterly realized profits straight into Bitcoin since 2023, fresh Q4 2025 buy added 8,888 BTC to push over 96,000 total. USDT dominance prints cash, half goes to gold, 15% stacks sats, rest builds the empire. Means massive systematic demand for Bitcoin as treasury play, liquidity flows strengthen on chain utility, Bitcoin’s antifragile position gets another leg up. Thoughts? image
US Dollar Index DXY crumbling fast in January 2026, down over 3% lately to 95.96, marking 4 year bottoms ahead of FOMC chatter. Tracks buck versus euro, yen, pound basket. Signals potential Fed cuts, easing stance, investors hunting yields beyond fiat. Historically, DXY drops ignite Bitcoin rallies, cheaper dollars pull global capital into BTC as ultimate hard asset with 21 million cap locked in. Boosts adoption, real world utility, institutional stacking. Bitcoin’s resilience shines brighter. Thoughts? image
Silver’s gone parabolic in January 2026, smashing through $111 per ounce and hitting fresh records near $118 on industrial hunger and safe-haven bets. That kind of price action lights a fire under miners, they expand pits, restart shafts, push output higher and eventually pump more supply into the market to chase profits. Bitcoin doesn’t play that game. Hard-coded 21 million cap forever, over 93% mined already, daily issuance gutted post-2024 halving to about 450 coins and set to halve again in 2028. No miner, no government, no incentive can crank out extra BTC no matter how loud the demand gets. True fixed supply, predictable scarcity, antifragile as hell. Bitcoin stays the best hard asset on the planet. Thoughts? image
Tether fired up USA₮ yesterday, federally regulated dollar stablecoin issued by Anchorage Digital Bank under GENIUS Act rules, backed 1:1 with Treasuries or cash, monthly audits, Cantor Fitzgerald on full custody and primary dealer duty for real transparency from launch. Same Cantor crew sponsored XXI’s 2025 NYSE debut, Jack Mallers’ Bitcoin powerhouse backed by Tether and SoftBank, kicking off with 43,514 BTC treasury and building out brokerage, credit, lending around Bitcoin. Regulated dollar liquidity pours in, boosts on-chain ecosystems, cements Bitcoin as the ultimate reserve play, pumps institutional inflows and treasury stacking. Classic antifragile loop strengthening BTC holders. Thoughts? image
Public companies quietly loading up on Bitcoin early 2026 despite prices hanging around $88,000 and down 12% year on year. Trump family backed American Bitcoin Corporation jumped to 5,843 BTC, up 416, now No. 18 treasury holder with 116% BTC yield since September 2025 Nasdaq start. Strategy leads massive, added chunks like 13,627 BTC and 2,932 BTC in January to hit 712,647 BTC. Hyperscale Data tacked on 10 BTC to 560 total. Proof Bitcoin’s antifragile status as corporate reserve keeps gaining traction. image
Banks piling into Bitcoin business hard, Laser Digital seeking US trust charter, top US banks offering custody trading, Japanese corporates using DeFi tools. Regulated access is growing, convenience is real. But never forget: no better way than self custody. You hold your keys, you own your Bitcoin, zero counterparty risk. Banks can freeze accounts, get hacked, face regs. Self custody is sovereignty, not convenience. Food for thought: if you truly believe in Bitcoin, why trust anyone else with it? image
Rick Rieder BlackRock fixed income CIO now top contender for Trump’s Fed chair pick Polymarket odds around 48 percent after Trump called him very impressive at Davos. Rieder has pushed Bitcoin as new gold since 2020 more functional store of value than physical bars recently said it belongs in smart portfolios for ballast and predicted upside. Dovish on rates like Trump wants. A Fed chair this pro Bitcoin could light the fuse for big price spark easier policy plus influential voice shifting narrative hard. Momentum potential huge even in this dip. Thoughts? image
Anthropic doubles funding target to 20 billion at 350 billion valuation per FT Jan 27 2026. AI hunger strong investors pile in led by GIC Coatue Sequoia. Bitcoin miners pivoting to AI HPC surge IREN CIFR up over 12 percent Hut 8 TeraWulf over 8 percent. Mining energy assets become goldmine for AI compute demand. Diversification pays off real world utility shines. Bitcoin ecosystem benefits from this energy narrative. image