Satoshitalks

🚨 Supply shock in motion:
1️⃣ Bitcoin supply growth: 0.84%
2️⃣ Gold supply growth: 1.95%
3️⃣ First time BTC is scarcer than gold
Digital scarcity is winning

🚨 Former UK PM Boris Johnson blasts Bitcoin:
“I’ve long suspected it’s a giant Ponzi scheme.”
1. But while critics warn of risks, adoption keeps rising.
2. Institutions accumulating
3. Governments debating regulation
Investors piling in
Who’s right? 👀

📉 美股剛經歷了一段動盪：
1️⃣ 標普500指數：6,632 (-0.61% 週五)
2️⃣ 納斯達克：-0.93%
3️⃣ 道瓊：-0.26%
標普500指數現已錄得約1年來的首個連續3週下跌。

Bitcoin holds above $71K despite macro headwinds.
Why $BTC resilience matters:
1. Strong dollar
2. $100 oil pressure
3. Rising U.S. yields
Yet BTC is outperforming equities.
Is the market treating Bitcoin as a macro hedge now?

GM 😀 Everyone
Happy Friday.

🚨 $1 TRILLION wiped from the U.S. stock market in just 24 hours.
What happens next?
1️⃣ Risk assets get repriced
2️⃣ Liquidity hunts safety
3️⃣ Bitcoin’s “digital hedge” narrative strengthens
Markets are reminding everyone: volatility never left.

Just set up my Claude Cowork

💧 Top tokens by 24h trading volume vs market cap:
$KITE 0.15x
$NIGHT 0.14x
$PEPE 0.12x
$FIL 0.09x
$PENGU 0.09x
$SUI 0.09x

📈 Rising Stars of the Week
Projects under $100M market cap with the strongest weekly growth:
$DRV +161.7%
$FAI +95.0%
$BTW +63.7%
$FLOW +57.1%
$TRIA +54.7%
$BEAT +52.8%

Oil above $90 is starting to stress the bond market.
3 signals flashing right now:
Global bond gains erased
Inflation fears returning
Energy driving macro risk

🚨 Allegations hit prediction markets:
Why people say Andrew Tate gamed Polymarket:
Betting on his own tweet-count markets
Controlling the outcome by posting
On-chain wallets linked to ~$50K profit

Since the start of the US–Iran conflict (Feb 28, 2026):
1️⃣ Oil: +29%
2️⃣ Bitcoin: +5.9%
3️⃣ Nasdaq (Q): +0.1%
Despite geopolitical stress, Bitcoin is holding up better than most traditional markets.

Oil almost hit $120. Now it’s near $91.
Why the drop?
War fears pushed prices up
Risk around the Strait of Hormuz
Signals the conflict may cool
Markets price risk fast.

While everyone was chasing 10x in crypto…
The Tel Aviv Stock Exchange did this:
~750 in 2020
~14,500 today
A ~19× move in five years
Yesterday’s drop alone wiped more value than the entire market was worth just 2 years ago.

People say AI is stealing crypto’s mindshare.
But the data tells a different story:
1. ~1 in 3 Gen Z investors buy crypto
2. They feel financially behind
3. They’re chasing asymmetric upside
Volatility isn’t a bug. It’s the product.