Shenron1226

$15 billion asset manager Bitwise publishes report titled "How Bitcoin Gets to $1 Million" 👀
"...the global “store of value” market will be ~$121 trillion in 10 years...bitcoin only needs to take 17% of the market to be worth $1 million a coin." 🚀

STABLECOIN MARKET HITS $312B
Macquarie says the stablecoin market has reached $312B, up about 50% YoY.
Crypto trading still dominates usage, but payments and institutional adoption are rising as Visa, Mastercard, and banks integrate stablecoins.

GOLDMAN SACHS AMONG TOP XRP ETF HOLDERS
Goldman Sachs is among the largest holders of spot XRP ETFs, alongside retail “super fans,” analysts say.
The top 30 holders of spot XRP ETFs controlled about $211 MILLION by the end of 2025, while total inflows surpassed $1 BILLION.

Bank of America: “If Oil Prices Continue to Remain High, the FED May Be Forced to Cut Interest Rates”

1.4 Trillion company Meta just bought Moltbook.
The world's first social network built entirely for AI bots.
No humans allowed. Only AI agents posting, commenting, upvoting and downvoting each other while their human creators watch from the sidelines.
Think of it as Reddit but solely for AI bots.
In less than a week after launch Moltbook had over 37,000 AI agents using it and more than 1 million humans visiting just to observe.
Moltbook's founders are now joining Meta Superintelligence Labs run by former Scale AI CEO Alexandr Wang.
Now think about what this actually means.
Meta already runs

A record 39.3 million barrels of sanctioned crude are sitting on tankers off China's coast.
The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia.
This is up +454% from October and +17% from levels seen prior to the Iran war.
~77% of the crude is Iranian, but fresh offers have declined due to the ongoing war.
Furthermore, ~66% of the tankers are anchored in the Yellow Sea, with the rest in the South China Sea, indicating that most of the supply is parked close to China’s major refining hubs.
This floating stockpile acts as a buffer for C

NEW: Blockstream integrates Lightning Network support on it's Jade device.
"This lets you receive bitcoin instantly over Lightning, hold it securely in a Jade-protected wallet, and move to the base Bitcoin layer whenever they choose," says Chief Marketing Officer Peter Bain.

This can CRASH global markets.
Just now IRAN Begins laying MINES in the Strait of Hormuz to choke the route for 20% of global oil supply, per CNN.
This could push oil prices to $150+, crashing markets worldwide.
Let me explain how and why ?
The Strait is 21 miles wide at its narrowest point, but only 2 miles are used for shipping traffic.
Iran has an estimated 5,000+ naval mines ready and if They drop few hundred into those 2 miles
Here’s what happens next:
→ Tanker insurance rates spike instantly
→ Oil companies reroute or halt shipments
→ 20% of world oil supply gets choked
→ Prices s

BREAKING: Wall Street giants are preparing to sue the government to stop crypto firms from acting like SHADOW BANKS.
Biggest U.S. banks like JPMorgan Chase, Goldman Sachs are considering legal action against regulators over a new rule that could allow crypto companies to operate across the country with a special federal license.
They say the change would let crypto firms offer bank like services without following the same strict rules banks must follow.
The rule change would make it easier for companies like Circle and Ripple to get a federal trust bank license. And they can hold digital asset

WALL STREET SEES 70% UPSIDE FOR CIRCLE
Bernstein says Circle’s stock $CRCL could jump ~70% to about $190 as demand for digital dollars grows.
Analysts say stablecoins like USDC are moving beyond crypto trading and starting to power payments for humans, businesses, and even future AI agents.

YTD 2026, Strategy has achieved BTC Yield of 1.2%, generating a BTC Gain of ₿7,826 (~$551M).
BTC Gain is the closest economic analog to Net Income on the Bitcoin Standard.

TOM LEE BOUGHT ANOTHER $120M $ETH
Tom Lee’s Bitmine bought another $123.84M ETH. Bitmine now holds $9.21 BILLION of ETH, which is now over 3.75% of the total ETH supply. Bitmine holds $6.18B of staked ETH, which is over 2.5% of the entire ETH supply.
Tom Lee is buying and staking ETH.

The U.S. just deployed a weapon that was supposed to stay classified for another decade. And it changes EVERYTHING about this war.
🚨 THE U.S. NAVY JUST USED A LASER WEAPON IN COMBAT FOR THE FIRST TIME IN HISTORY. 🚨
CENTCOM released footage of the HELIOS system mounted on a destroyer off Iran's coast. It's shooting down drones with LIGHT.
Here's why this is the most important military development since the atomic bomb:
THE PROBLEM:
→ Iran's $20,000 Shahed drones were bankrupting the U.S. defense budget
→ Every Patriot interceptor costs $3-4 MILLION
→ Every THAAD interceptor costs $10 MILLION

🔥 UPDATE: Ethereum leads all chains in 2026 with +$2.1B in net capital flows, per Artemis.

🚨ETHEREUM FOUNDATION BEGINS STAKING TREASURY, AIMS TO LOCK 70,000ETH
The Ethereum Foundation has started staking its treasury using infrastructure from Bitwise Asset Management’s Onchain Solutions, beginning with 2,016 ETH and planning to scale to 70,000 ETH.

🔥 UPDATE: $86B insurance brokerage firm Aon completes a stablecoin premium settlement test with Coinbase and Paxos.

Tech stocks are losing share in the S&P 500:
The Technology sector's weight in the S&P 500 has declined -3 percentage points over the last year after peaking at ~35%.
At the same time, the combined weight of Energy and Materials has edged higher to ~6%, but remains near the lowest on record.
The gap between the two stands at ~26 percentage points, one of the widest in over 30 years of data.
During the Dot-Com Bubble, Tech peaked at ~35% before falling to ~15% in just 2 years.

This kicked off a long bull market in Energy and Materials, with their combined weight in the S&P 500 surging +13 per

COINBASE CEO BRIAN ARMSTRONG SAYS THERE WILL BE "MORE AI AGENTS THAN HUMANS MAKING TRANSACTIONS"
HE PREDICTS THEY WILL USE CRYPTO WALLETS TO TRANSACT 🚀