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WATCH: The 3.8M Bitcoin Lawsuit Could Set a Dangerous Precedent | Bitcoin Policy Hour Ep 39 An anonymous plaintiff is asking a New York court to declare 3.8M "lost" Bitcoin — including coins tied to Satoshi — as abandoned property. On the latest Bitcoin Policy Hour, we break down why the legal theory is weak but the precedent could be dangerous. 🧵👇 Feat. @bitcoinpolicy's @zackbshapiro @Bayman11771 @zackcohen_ Chapters: 2:32: Inside the BRCA 8:08: Why Sheriffs Are Fighting the Blockchain Regulatory Certainty Act 13:22: BRCA's Real Senate Battle 16:36: Begich's American Reserve Modernization Act 23:55: Midterms, Fair Shake, and the Al Green Upset 30:21: The New York Lawsuit Over Satoshi-Era Bitcoin 36:29: Opus 4.8 Launches 41:05: AI's ROI Reckoning 50:54: Sam Lyman's China AI Influence Report
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⚡️ EXCLUSIVE | They Rewrote Bitcoin as a Smart Contract on Solana. "Bitcoin is no longer scaling self-custody." They built ORE to scale the BTC thesis on SOL. @HardhatChad | @ORE | @IOV_OWL | @SolanaFloor Full Interview:
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🎙️ 麦通 MSX Space|从 SpaceX 到存储,如何读懂下半年的美股主线? 美光财报前夜,存储迎来关键的「基本面大考」 ⏳ 6/24(周三)20:00|UTC+8 🔥 我们聊什么: 1)SpaceX 冲高回落,Risk-on 交易还在么? 2)SpaceX 如果重新企稳,接下来最关键的催化会是什么? 3)美光财报前夜,存储的「泼天富贵」还能持续多久? 4)从 HBM 到 HDD,西部数据、希捷的补涨能走多远? 5)展望下半年,商业航天与存储还有哪些标的值得关注? 👑 主办方: @MSX_CN 🎤 嘉宾阵容: Rocky @Rocky_Bitcoin 0xMoon @0xMoon 秋荣 @joakja 农民 Frank @Farm_Everything 🎙 主持人: MSX景宝 @Jing_MSX 🔔 预约与收听: #麦通# #MSX# #宏观# #美股# #链上美股用麦通# #MSX美股知识大学习# #SpaceX# #IPO# #MU# #存储# #财报#
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🟠 WATCH: The African Bitcoin Carry Trade Wall Street Can't Touch w/ Stafford Massie | BMP Ep 13 🎙️ Wall Street has high capital and low yields. Africa has the opposite and Bitcoin is the borderless collateral that bridges them. On the Bitcoin Magazine Podcast, @AfricaBitCorp's Director of Bitcoin Strategy @staffordmasie joins @BranBTC to explain why pairing cheap global capital with African yields is the trade Wall Street can't touch. Chapters: 00:36 — Africa Bitcoin Corporation 02:17 — Why Bitcoin Hits Different Across Africa 07:53 — How Bitcoin Saves Lives 13:00 — Turning Bitcoin Into a Lightsaber 19:12 — One Bitcoin Equals 5 to 8 African Jobs 26:00 — Africa's First Public Bitcoin Treasury 33:22 — The 2050 Vision 42:09 — Fishing Boats & Township Businesses 55:50 — AI, Mining & a Final Word on Bitcoin
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今天不谈宏观,谈策略 🎙️ X Space AMA | 今晚 8 点开麦:「从 $126K 到 $60K,是陷阱还是机会?」 美伊和谈落地 · FOMC Warsh 首秀 · ETF 13连出终结 三个定价锚同时触发,明晚欢迎和我们一起解盘 🗓️6月17日,北京时间 20:00 🎙️主持: @Monera_Digital 欢迎我们的四位嘉宾: 👤@PhyrexNi 👤@Lynnwang05 👤@GY_monera 👤@allincrypto2011 媒体支持 📰@OdailyChina 📰@MetaEraHK 🔗 预约链接👇 今晚不见不散 🔥 #XSpace# #AMA# #Bitcoin# #BTC# #FOMC# #ETF# #Crypto# #加密市场# #Monera_Digital#
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Co-invest 精选|6月16日 Liquid News 📈 (今天是Liquid @liquidtrading 交易量有史以来第二多的日子!) 1. 美伊达成临时协议并重开霍尔木兹海峡,全球市场风险偏好回暖。美股大涨、油价下跌,市场开始重新定价通胀和美联储加息压力。 相关资产:BTC、SP500、OIL、USOIL、BRENTOIL、GOLD 2. 日本央行将短期利率上调至 1%,创 1995 年以来最高水平。日元利率上行可能冲击 carry trade,并影响 BTC、美股和全球风险资产流动性。 相关资产:JPY、BTC、SP500、USTECH、GOLD 3. 中国 5 月零售销售三年多来首次下滑,房地产价格跌幅扩大,显示内需和地产仍然偏弱。中国数据走软会影响铜、原油和全球风险资产需求预期。 相关资产:BABA、COPPER、OIL、BTC、SP500 4. Morgan Stanley 下调油价预测,理由是美伊协议有望重开霍尔木兹海峡,缓解供应风险。油价回落有利于压低通胀预期,但也会压制能源板块。 相关资产:OIL、USOIL、BRENTOIL、SP500、BTC 5. DTCC 正推进证券代币化服务,计划在 2026 年 7 月进行有限生产交易,并于 10 月正式上线。试点覆盖 Russell 1000 股票、主要指数 ETF 和美国国债。 相关资产:ETH、BTC、LINK、AAVE、ARB 6. Coinbase 正探索将房地产资产像股票一样交易,显示 RWA 代币化正在从证券、国债扩展到不动产领域。不过法律和监管障碍仍是核心问题。 相关资产:COIN、BTC、ETH 7. Ethereum staking ratio 升至历史新高,约三分之一 ETH 被质押。更高质押比例减少流通供应,但也会提高流动性和验证者集中度方面的讨论。 相关资产:ETH 8. Kraken 在美国推出 CFTC 监管的 perpetual futures,覆盖 BTC、ETH、SOL、XRP 等九个代币。离岸化的 crypto 衍生品交易开始被带回美国合规框架。 相关资产:BTC、ETH、SOL、XRP 9. 英国制裁 Huobi,称其涉及帮助俄罗斯战争融资的 A7 网络。该网络据称处理约 900 亿美元交易,交易所合规和制裁风险继续升温。 相关资产:HT、BTC、ETH 10. Strategy 再次买入 1,587 枚 BTC,耗资约 1 亿美元,总持仓升至 846,842 枚 BTC。公司仍是全球最大 corporate Bitcoin treasury,但高集中度和融资结构仍需关注。 相关资产:BTC、MSTR
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WATCH 🇺🇸 — AI's Nuclear Arms Control Moment: Fable, Mythos & Wargaming Cyber 9/11 | BPH Ep 40 @AnthropicAI put Fable 5 in the public's hands before suspending it globally at the behest of the US government. AI has officially entered the national security spotlight, and the implications are profound. On this week's Bitcoin Policy Hour with @bitcoinpolicy : what happens when anyone can build an NSA-grade cyber weapon in their basement, and why that world makes the case for bitcoin as a foundational asset. feat. @zackcohen_ @zackbshapiro @Bayman11771
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🎥WATCH: "The Fiat System Has Terminal Cancer" - Digital Credit is the Answer | Ep 12 @Strive CEO @ColeMacro sits down with @BranBTC to explain why the fiat system is failing, digital credit is for everyone, and his belief in Bitcoin fundamentals has never been stronger. Chapters: 01:26 — The "mild" bear market read 08:47 — Double-digit Bitcoin-backed yields 16:25 — SATA vs. common equity 23:25 — Digital credit and the bear market 31:32 — The year-three track record 38:51 — The dollar's "terminal" diagnosis 44:26 — Self-custody, cold storage, and Bitcoin 51:55 — Hyperbitcoinization and Strive's endgame 57:02 — Growing the pie and Michael Saylor
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