Satoshitalks

Happy Thursday.
Crypto is red across the board 🔴
BTC slipping.
Alts bleeding.
Sentiment cooling.
Dip… or deeper move loading? 👇
👇

🚨 Tesla’s robotaxi update:
• 5 new crashes in Dec–Jan
• 14 total since the Austin launch
• ~800,000 paid miles logged
That’s ~1 crash every 57,000 miles — reportedly ~4x more frequent than human drivers, per Electr.
Are robotaxis actually safer than humans yet?

What do you notice?

🚨 Goldman Sachs CEO says he holds “a very small amount” of Bitcoin and is closely watching its development.
Context:
• Net worth estimated at $130M+
• Personal BTC exposure: minimal
Even TradFi leaders are paying attention.
Small allocation… or first step?

I tried Zora. Here’s my honest take.
Zora has raised ~$70M.
Yet its value has dropped ~34% in the past 3 months and now sits near $90M.
This week they launched “Attention Markets” on Solana — a way to trade what’s trending on social media.
In theory: interesting.
In reality: barely any traction.
The largest market has only ~$43K in liquidity.
Everything else is even smaller.
It doesn’t feel like Polymarket (news-driven).
It feels more like hype trading.
Could it work? Maybe — but only if they shift focus away from pure speculation.
Right now? I’m skeptical.
What am I missing?

📊 Crypto Market Update:
• BTC: $67.9K–$68.9K
→ Rejected again at $70K
→ ~28% down in February
• ETH: $2,015–$2,030
→ +1.5% today
→ Still far from 2025 highs
• XRP: ~$1.41 (+~1%)
• BNB: ~$627 (+~1–2%)
Selective strength in alts while majors struggle.
Is this consolidation… or distribution?

Michael Saylor just bought the weekly dip for the first time.
Average $BTC entry: $67,710.
A shift in strategy… or just disciplined accumulation?

🚨 JUST IN: Crypto VC Dragonfly closes a $650M fourth fund.
What this means:
Big capital still backing crypto
Long-term conviction remains
Next cycle startups getting funded
Bear markets build the next winners.

🚨 JUST IN: Intesa Sanpaolo discloses $100M in Bitcoin ETF holdings.
What this signals:
Major European bank exposure
Institutional allocation continues
BTC ETFs gaining global traction
Traditional finance keeps leaning in.

🚨 RWA boom on @BNBCHAIN :
Market cap just crossed $2B
Up ~50,000% from ~$4M a year ago
Now ~20% of total on-chain RWA value
Ranked #2 chain by RWA market share
Momentum is accelerating.

🚨 JUST IN: Stablecoin market cap added $5.5B in the past 7 days.
What this could signal:
1. Fresh capital entering crypto
2. Dry powder building
3. Volatility ahead
Liquidity moves first. Price follows.

📊 @trondao leads all chains in revenue over the past 30 days.
30 Days revenue:
• Tron — $28.28M
• Base — $10.23M
• Ethereum — $4.83M
7 Days revenue:
• Tron — $6.36M (top again)
Tron generating 2x+ Base and far ahead of ETH.
Capital flows follow revenue.

🚨 BLOOMBERG ANALYST: “Bitcoin is going to $10,000.”
That’s an 80%+ drop from recent highs.
If $BTC actually hits $10K…
Are you loading up — or leaving crypto for good?
No hindsight. What’s your move?

🚨 JUST IN: Harvard trims Bitcoin, adds Ethereum.
Harvard Management Company cut its #Bitcoin ETF exposure by over 20% in Q4 and initiated its first position in an #Ether ETF.
End-of-quarter exposure (~$352.6M total):
• $265.8M in Bitcoin #ETFs
• $86.8M in #BlackRock’s spot Ether ETF
Rotation… or diversification?

Watch Michael Saylor announce another $BTC buy today…
And the average entry? Probably ~$70K.
Why it matters:
Relentless accumulation
Signals long-term conviction
Retail still hesitating

👇
🚨 JUST IN: Harvard trims Bitcoin, adds Ethereum.
Harvard Management Company cut its #Bitcoin ETF exposure by over 20% in Q4 and initiated its first position in an #Ether ETF.
End-of-quarter exposure (~$352.6M total):
• $265.8M in Bitcoin #ETFs
• $86.8M in #BlackRock’s spot Ether ETF
Rotation… or diversification?

Happy Monday.
Markets opened… and crypto is red.
Liquidity sweep or deeper pullback?
This week should be interesting.