Satoshitalks

📉 Spot Bitcoin ETFs just snapped a 6-week inflow streak:
Weekly flows: −$1B
Prior streak: +$3.4B
Monday: +$27.29M
Tuesday: -$233.25M
Wednesday: -$635.23M
Thursday: +$131.31M
Friday: -$290.42M
Biggest bleed: Wednesday (−$635M)
Market cooling off—or healthy reset?

.@Gemini Q1 2026 growth story isn’t about trading anymore:
1. Revenue +42% YoY
2. Exchange revenue −27%
3. Credit cards +300%
4. Growth now driven by derivatives & OTC
Crypto platforms are evolving fast.

How one Bitcoiner recovered 5 BTC after 11 years:
1. Lost wallet in 2015
2. Tried 3.5T passwords
3. Spent thousands on recovery
4. Used Claude to scan old files
5. Found the backup
Cost to recover: $15 in API fees 🤯

The CFTC has exempted 19 prediction market platforms from swap data reporting and recordkeeping rules.
Beneficiaries include @Polymarket, @Kalshi, @Gemini
Titan, and Bitnomial.
The letter allows firms to report event contracts in a form similar to futures and options, rather than swaps.

Technically I did help the poor.
I became one of them

Trump's CEO delegation flying to Beijing, ranked by net worth:

The combined market cap of companies whose CEOs are on Air Force One heading to Beijing:
Nvidia: $5.2T
Apple: $3.9T
Tesla: $1.4T
Mastercard: $452B
Goldman Sachs: $287B
Qualcomm: $237B
Citigroup: $223B
BlackRock: $174B
Boeing: $171B
Blackstone: $152B
Total: ~$12.2 trillion.

Robert Kiyosaki in 2020:“The EVERYTHING CRASH is coming.”
Since then:
S&P 500: +105%
Gold: +110%
Bitcoin: +525%
Everything crashed… up.

Anthropic's pre-IPO token on Jupiter just got rugged by the company itself.
On May 11, Anthropic published a notice declaring every unauthorized secondary trade of its stock void. No board approval, no recognition on the cap table. The policy covers SPVs, forward contracts, tokenized securities, and direct sales.
PreStocks ANTHROPIC token dropped roughly 20% on the news and is still bleeding.
Goldman and JPMorgan model the actual IPO at $400B to $500B. The market was pricing it 3x higher on a Solana DEX backed by a $23M vehicle.
If you bought exposure through Forge, Hiive, or an SPV, your shar

Inflation came in hotter than expected:
CPI: 3.8% vs 3.7% expected
Core CPI: 2.8% vs 2.7% expected
BTC dipped to $80,620, then ripped to $80,990 within minutes.
The 200-day at $82,228 is the next test.

Apple trades $10B+ daily on Nasdaq.
Meanwhile, $AAPL perps across crypto venues average just ~$10M/day.
That’s a 1,000x gap between traditional finance and crypto rails.
Oil perps exploded on volatility narratives.
Tech stocks haven’t had their moment… yet.

BULLISH: Bitcoin's MVRV ratio is on the verge of a golden cross with its 200D EMA, a signal that has historically marked the start of major bull runs.
The last two crossovers preceded a 90% rally in Q1 2023 and a 400% run to the current $126K ATH set in October 2025.

Strategy keeps stacking.
Latest buy:
+535 BTC for $43M
Total holdings: 818,869 BTC
Avg cost basis: $75,540
Saylor says the new model is:
“Buy 10 BTC, sell 1.”
Corporate Bitcoin accumulation is accelerating.