Satoshitalks

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JUST IN: Andrej Karpathy, co-founder of OpenAI and former Director of AI at Tesla, announced that he has joined Anthropic.
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⏳ Bitcoin is now under 100,000 blocks away from the 2028 halving.
What history tells us:
1. Rewards drop from 3.125 → 1.5625 BTC
2. Supply shock gets stronger
3. Bear markets usually bottom 12–18 months before halving
BTC0.1%
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📉 Crypto miners are bleeding in Q1 2026.
What’s crushing mining stocks right now:
Post-halving revenue pressure
Rising energy costs
Weak $BTC price action vs expectations
Some of the worst quarterly losses in years.
BTC0.1%
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If the CLARITY Act passes, these are the biggest winners:
$BTC
$ETH
$XRP
$SOL
$LINK
$HBAR
$XLM
$AVAX
Prepare accordingly
BTC0.1%
ETH-0.21%
XRP-1.8%
SOL-0.58%
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2017: “Tokens are securities and will be regulated to death.”
2020: “DeFi is a bubble that will collapse in months.”
2022: “Crypto is dead after FTX.”
2024: “Memecoins are the end of crypto.”
2026: “AI will replace crypto.”
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Gold needed 5,000 years to become a trillion-dollar asset.
Bitcoin did it in 12.
Scarcity
Global access
Digital-native money
The speed of monetary evolution is accelerating.
BTC0.1%
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📉 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?
BTC0.1%
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📉 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?
BTC0.1%
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.@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.
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.@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.
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BREAKING: $BTC pumps 3% from $79K to $82K after the U.S. Senate Banking Committee passes the CLARITY Act 15-9, sending the bill to the full Senate floor.
BTC0.1%
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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 🤯
BTC0.1%
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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.
SWAP-4.91%
KALSHI-2.34%
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Technically I did help the poor.
I became one of them
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Trump's CEO delegation flying to Beijing, ranked by net worth:
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For context, China's entire stock market is around $13 trillion.
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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.
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It is illegal to advertise a yield product in the US.
The dollar lost 22% of its purchasing power in five years and that is advertised as price stability. 🤷‍♂️
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Robert Kiyosaki in 2020:“The EVERYTHING CRASH is coming.”
Since then:
S&P 500: +105%
Gold: +110%
Bitcoin: +525%
Everything crashed… up.
BTC0.1%
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