Satoshitalks

NEW: Michael Burry says the S&P 500 may be near a major top and warns of a possible 1987-style market crash.
He remains short Nvidia, Tesla, Palantir, Caterpillar, Micron, Applied Materials and the SOXX semiconductor ETF.
Burry says all of the positions are profitable so far, except Nvidia

🚨 Markets turned risk-on today:
📈 Dow: +772 pts
📈 Nasdaq: +0.9%
📈 S&P 500: +0.5%
🛢️ Oil: -3%
Palantir jumped 17%. Caterpillar gained 12%.
Bitcoin? Still 50% below its ATH.

.@trondao has become crypto’s largest stablecoin settlement network.
In Q1 alone, it processed more than $2 trillion in USDT transfers.
As of July:
392M+ accounts
14B+ transactions
$90B in circulating USDT
Around $22B processed daily

🚨 @Polymarket growth is accelerating.
Since April:
• Valuation: $15B → $20B+ (target)
• Revenue: $1B annualized
• Now seeking to raise another $1B
Prediction markets are going mainstream.

An FBI agent with Top Secret clearance allegedly stole nearly $1M in crypto using seed phrases stored in FBI systems.
Then he reportedly asked ChatGPT how to retire abroad with $1M.
The FBI recovered $925K and arrested him.

🚨 Two dates could decide what's next for $SPCX:
📅 Tuesday: Earnings
📅 Thursday: Up to 911.5M shares unlock
After Elon Musk called the stock a buying opportunity at its ATL, all eyes are now on these catalysts.

Bought Bitcoin for 8 years with his physical job, held through crashes, but lost it all in minutes due to the Coldcard hack.
A 39-year-old man just lost 2 BTC ($130,000) from his Coldcard wallet.q

🚨 Strategy is no longer buying Bitcoin at all costs.
Last week it:
• Sold $105M in BTC
• Sold $291M in shares
• Built its cash pile to $4B
The playbook is shifting from accumulation to capital management

🚨 LATEST: Grayscale's Zach Pandl believes onchain vaults could be the next major crypto innovation to break into mainstream finance.
The sector is currently worth around $7B, but he compares its long-term potential to the $1.5T CLO market.
Could onchain vaults become crypto's next institutional breakthrough? 👀📈
#Crypto #DeFi #Onchain #Blockchain #RWA

🚨 Tokenized stocks are scaling fast.
• Market value: $329M → $1.7B
• Monthly volume: $53M → $9.22B
That's 170x more trading activity in just one year.

🚨 Bitcoin spot trading is drying up.
Monthly spot volume is on pace for its lowest average since November 2023.
The quietest markets often come before the biggest moves.

🚨 JUST IN: $750B was added to the U.S. stock market at today's open.
One of the strongest opening moves in recent months as investors piled into equities.

🚨 BREAKING: Microsoft $MSFT is up more than 15%.
That's its biggest one-day gain since March 2020, adding hundreds of billions in market value as investors cheer its latest results.

🚨 JUST IN: Aave is streamlining its ecosystem.
• Exiting 6 blockchain networks
• Removing 50 low-use markets
• $98.1M in deposits affected
• $15.6M in outstanding debt
Efficiency over expansion.

🚨 BNY is putting fund ownership records on blockchain.
What this means:
1. One shared source of truth
2. Less settlement friction
3. Tokenized funds go mainstream
BlackRock is expected to be among the first users.

Wall Street's most bullish call on $SNOW just got even bigger.
Wells Fargo raised its price target to $500—nearly 2x the current price.
The reason?
• AI demand
• Higher customer spending
The bank says AI is driving customers to spend more on Snowflake, making it one of the biggest beneficiaries of the AI boom.

Bitcoin is waiting.
The Fed's next rate decision could decide where the market goes next.
Up or down after the decision?
bitcoin:native

🚨 South Korea may restrict leveraged ETFs to professional investors.
After 2x SK Hynix plunged 80% and 2x Samsung fell nearly 75%, regulators are stepping in.
Risk always matters.

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🚨 South Korea may restrict leveraged ETFs to professional investors.
After 2x SK Hynix plunged 80% and 2x Samsung fell nearly 75%, regulators are stepping in.
Risk always matters.