Spring Break 365 @SpringBreak_365

S&P500, AI stocks, SpaceX, Crypto

"Bitcoin isn't backed by anything." Let me stop you right there. Bitcoin is backed by energy. Real energy. Kilowatts. Heat. Physics. The kind of backing you can't print, fake, or vote into existence at an emergency Fed meeting. Every block mined is a thermodynamic proof of work. Not a promise. Not a policy. Proof. The issuance schedule has never been amended by a committee. Not once. Not ever. Because there is no committee. There's just math. Cold, indifferent, and immune to political theater. The network is secured by more raw computing power than anything humanity has ever built. Hundreds of exahashes per second standing guard. Every single day. Now let's talk about what is backed by nothing. The dollar. It's is backed by confidence. Specifically, confidence in the institution that printed $6 trillion in two years while telling you 3% inflation was healthy and you should be grateful for the soft landing. In the same people who can't pass an audit. Who fund wars with a credit card. Who promise solvency while sitting on $39 trillion in debt and accelerating. "Backed by nothing" isn't an attack on Bitcoin. It's a confession about the dollar. Follow if you're serious about building wealth they can't print away.

Everything is at all-time highs except Bitcoin. Right now, global stock markets with AI and memory stocks are getting most of the liquidity and attention, just like Gold and Silver did in 2025. But here's what most people are ignoring. We've already seen global equities rally, metals rally, oil rally, and even fucking potatoes go parabolic. The only asset class that is really UNDERVALUED right now is crypto. Money usually rotates from overvalued to still undervalued assets and if that happens, the crypto catch-up rally will be absolutely violent.

THIS IS INSANE... Trump’s Iran Delay May Be Bigger Than Anyone Realizes! youtu.be/7cAyPrgORs4?si… via @YouTube

FIDELITY: "BITCOIN IS ENTERING ERA OF SCARCITY" 5 public companies now hold nearly 1 million $BTC VS less than 1 million BTC remains to be mined Supply & demand in full effect:

Vol happens fast. Monetizing the straddles. Believe we will get an announcement from Saylor sells soon, which will be cathartic for the market. Additional observation: typically — if we are to adhere to “cycle” behavior — Bitcoin sell offs during this time are followed by the fabled “alt season”.

10Δ @_10delta_

3 weeks ago

30D BTC vol is hitting rock bottom. The stage is set. Fireworks are coming soon. Longing some vol.

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BREAKING: President Trump releases a statement on crypto. “Trump will never let crypto down,” he says.

@MsMelChen The solution is to rally around open source. That's the only way to compete with a superpower technology network effect if you are not a superpower yourself. And it's the only way to bring the rest of the world along on the same team as you. Open source.

It's interesting how Trump's jawboning can move the trillion dollar equity & oil markets, but completely ineffective in crypto.

Discussing Suicidal Empathy with @SchmittNYC on @NEWSMAX.

$4 Trillion. Let that sink in. That's more than 10X the current total of tokenized assets. If $3.6T enters the onchain economy, then 1000s of successful businesses will be born. Exchanges, lenders, risk curators, data platforms. Massive opportunity to position yourself now.

niko @saintniko

4 weeks ago

Standard Chartered ($900B global bank) just sent a note on DeFi to their client base they predict $4T of tokenized assets will be onchain by the end of 2028, split between stablecoins and RWAs with DEXs like Uniswap serving as their native liquidity layer

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🔥 AI is quietly supercharging BTC Yesterday, Wall Street research firm Bernstein just pointed out something huge: Public Bitcoin miners are sitting on a 27+ GW power pipeline at the exact moment AI companies are desperate for grid access That’s the whole story AI companies can raise money They can buy chips They can hire engineers But they can’t magically create power Bernstein says securing 1 GW of power in the U.S. can take close to 50 months That’s where miners have the edge Bitcoin miners already spent years fighting that battle: ☑️ Land ☑️ Substations ☑️ Transmission ☑️ Permits ☑️ Grid relationships Massive energy-heavy operations 🔑 All the boring infrastructure nobody cared about last cycle is suddenly one of the most valuable things in tech And the money is already showing up Miners have announced $90B+ in AI/HPC deals tied to roughly 3.7 GW of capacity 📈 Here’s why that’s bullish for BTC: Bitcoin miners usually depend on block rewards, fees, and the price of BTC When markets get ugly, they often sell freshly mined Bitcoin just to pay bills But AI data center contracts can give miners a second revenue stream That means: 👉 Less forced BTC selling 👉 Stronger miner balance sheets 👉 More ability to hold BTC 👉 More durable mining sector 👉 Stronger Bitcoin network Everyone thought “AI x crypto” meant another token But the real bridge might be way more boring: ⚡️ Power Bitcoin miners built energy infrastructure before the world realized how scarce it would become Now AI needs it And Wall Street is finally figuring it out

Strategy holds 843,738 Bitcoin. That is approximately 4% of every Bitcoin that will ever exist. Last week alone, between May 11 and May 17, the company added 24,869 BTC for $2.01 billion, funded 97% by selling $1.95 billion of preferred stock yielding 11.5% to 927,000 retail investors. This is no longer a corporate treasury. This is the first publicly traded central bank operating on Bitcoin, without a charter, without sovereign backing, and without anyone in Washington yet recognizing it as one. The mechanism is mechanical. STRC, the perpetual preferred stock Strategy issues to fund Bitcoin purchases, has raised $8.5 billion in nine months. It is the largest tradable preferred stock in the United States, almost twice the size of Wells Fargo’s largest issuance. Daily volume runs ten times the sector average. It reaches 1,400 institutions, 1,300 ETFs and funds, and roughly 100 million beneficiaries. Eighty percent of holders are retail. Strategy raised $11.68 billion of equity year-to-date, the largest US equity issuance of 2026, and disclosed remaining ATM authority of approximately $51.5 billion across its five share classes. The dividend math is the protocol. Strategy’s preferred stock obligations across STRC and its sister series total approximately $1.5 billion annually. Strategy needs Bitcoin to appreciate just 2.05% annually to cover them perpetually from the existing reserve. At 0% appreciation, current reserves cover 43 years of dividends. At any rate above 2.05%, the spread accrues to common shareholders as Bitcoin per share. The metric Strategy reports is no longer revenue. It is BTC Yield, currently 12.6% year-to-date for 2026, up from 9.4% at Q1 close. Satoshis per share have grown 18% year over year. Average cost basis on the entire 843,738-coin reserve sits at $75,700. Then came the regime change. On the May 5 earnings call, Saylor said the sentence that retired four years of HODL absolutism: “We will probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” He walked it back at Consensus Miami six days later as a “big nothing burger.” On May 15, Strategy announced a $1.5 billion convertible note buyback and explicitly listed Bitcoin sales as one of three potential funding sources. Polymarket odds on a 2026 Bitcoin sale spiked to 92%. The pivot reveals the architecture. Strategy is conducting open market operations on Bitcoin. Sell preferred stock to expand the balance sheet, buy Bitcoin with proceeds, manage liquidity through ATM authority, signal monetary policy through public commentary, and reserve the right to sell Bitcoin to manage liability cash flows. Every function of a central bank, executed against a single non-sovereign asset, by a corporation that just generated $124.3 million in software revenue against $12.54 billion in non-cash GAAP losses. This is happening in the same week the United States Senate Banking Committee classified Bitcoin as a permanent federal commodity under the CLARITY Act and Iran launched Hormuz Safe, a sovereign Bitcoin-settled maritime insurance platform projecting $10 billion annually. Three actors. Three architectures. One asset. Washington codified its legal status. Tehran weaponized its neutrality. Strategy operationalized it as monetary policy. The Bitcoin-denominated central bank without a license is not a thesis. It is a corporate balance sheet running open market operations in public, disclosed in 8-K filings, scaled to 4% of supply. The architecture is no longer theorized. It is executed weekly. open.substack.com/pub/shanakaans…

Strategy @Strategy

4 weeks ago

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

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Wall Street Just Buried $162 Trillion of Its Own Monopoly in 30 Days youtube.com/shorts/MCLwpnw… via @YouTube

@Dogadoodle72 @bandosei @crypto_akkela Good point now is actually probably a good time to load up and get exactly the gains @ZssBecker was taking about

Shocking stat of the day: Semiconductor stocks have accounted for more than half of the S&P 500's +8% year-to-date gain, or +563 index points. NVIDIA, $NVDA, alone has contributed +110 index points to the S&P 500. This is followed by Micron, $MU, at +58 points, Broadcom, $AVGO, at +44 points, AMD, $AMD, at +40 points, and Intel, $INTC, at +39 points. As a result, the remaining 495 stocks in the index have collectively contributed +272 points. This comes as the Semiconductor index, $SOX, has rallied +64%, 8x the performance of the S&P 500. Chip stocks now also account for 18% of the S&P 500’s market cap, near an all-time high. Semiconductor stocks are a modern-day gold rush.

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg. Details include: 1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets 2. These tokenized assets would be tradeable on decentralized crypto platforms 3. The move could "reshape the landscape of the American stock market" 4. This would also be one of the US' biggest shifts into crypto infrastructure yet Tokenized assets are rapidly expanding.

JAMES LAVISH: Bitcoin is going through an "information arbitrage" and "I think that Bitcoin is gonna trade above $1,000,000 in early 2030s." "People just do not yet understand how Bitcoin is different and why it is the ultimate store of value and ultimate debasement asset."

The last crypto cycle produced almost no utility because the US spent it suing builders. We believe the next one is going to look completely different. Not because the technology changed, but because the policy did. We think the market is still pricing in the old regime.

The banking lobby has made it clear. They fear Free Markets & they fear Public Discourse. Unfortunately for them, their grip on power is now waning. The government now realizes that crypto is a matter of economic & tech dominance. Innovation cannot be stopped.

Sander Lutz @sander_lutz

a month ago

Banking policy leaders now signaling that if they lose on stablecoin yield at Thursday's Clarity markup, they will ramp up their fight for changes on the Senate floor. "Thursday is Thursday, and there are 24 members who will opine, and we still have 76 members left to go before

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