The Wolf Of All Streets

“Solana Foundation's Nick Ducoff says Samsung bringing USDC on Solana to 82M US Galaxy users is major headway for the tokenization supercycle "We're entering a tokenization supercycle. The vision that Solana has for internet capital markets, which is connecting the world's 6 billion internet users with the world's many terrific productive assets, including the US dollar, is afoot. And I think this is great headway towards that goal." "Prior to this announcement, there was 13 million stablecoin holders on Solana. There's about $15 billion in stablecoins in circulation on Solana. And for this announcement today, with Samsung bringing Solana stablecoins to another 80-plus million users, is incredible." "Ultimately, there's 2 billion Samsung device holders in the world, and I'd love to think one day they're all using Solana stablecoins."”

“BITWISE CIO MATT HOUGAN SAYS BITCOIN $BTC IS ON TRACK TO BECOME "DIGITAL GOLD" AS ANNUALIZED VOLATILITY FALLS FROM 66% OVER THE PAST DECADE TO 44% OVER THE PAST YEAR”

“CryptoQuant said $BTC closed above its 365-day moving average at $80.5K for the first time since March 2023, confirming a new bull market. The firm said Bitcoin is now trading near $86K and that the same 365-day MA called the 2019 and 2023 bull markets as well as the late-2021 and November 2025 bear markets. At the same time, CryptoQuant founder Ki Young Ju said he expects this cycle to deliver 3-5x rather than another 10x+ parabolic rally, followed by a milder bear market. CryptoQuant said on-chain indicators flipped to the early stages of a bull market in mid-August and that Bitcoin has already cleared the $76K-$81K supply wall where long-term holders and 7+ year-old OG coins sold in large volume this year. The firm put next resistance at $88K-$90K, coinciding with the upper band of trader on-chain realized price. Ki Young Ju said MVRV never fell below 1 this cycle, meaning holders as a whole never went underwater. He also said realized cap is rising, OG whales have stopped selling, futures whales built large longs near the bottom, and the PnL Index’s 365-day moving average is now forming a meaningful inflection. He argued a larger market and growing institutional ownership are dampening both the explosive upside and the 80% crashes of earlier cycles. Giving up the 10x parabola also means giving up the 80% crash, Ki Young Ju said, the trade-off that invites long-horizon capital instead of hot money.”

“BitGo CEO Mike Belshe says dollar debasement will be the real tailwind beneath Bitcoin's rise "People that have been in Bitcoin for a long time got into this for a pretty long-term view. And the fundamentals of Bitcoin have never been stronger, regardless of where the price may be today." "What we're looking at with the US debt, with the bond market, globally what's happening, it's kind of inevitable that Bitcoin's going to go up in price. Not so much because Bitcoin has to do anything, but because the dollar continues to slide downward. And it doesn't really matter which politicians are in charge, none of them have the strength or the power to change the direction." "Two things happen at once. The dollar goes down, which causes the price to go up by itself. More people learn about Bitcoin, start deploying it, start utilizing it. Those things are both happening, just like they have been for a long time, and the beat goes on."”

“Bitcoin’s $100 BILLION Wall Street TAKEOVER Is Just Getting Started | @EricBalchunas Discussing Live @ 9 AM EST https://t.co/55sTBQjqtx https://t.co/m6JDru3u0S”

“This is bullish. Massive sell walls are used to hold price down while someone accumulates.”

“📈 ARTHUR HAYES SAYS $60 BILLION FED FIMA CAP IS BITCOIN’S NEXT LIQUIDITY TRIGGER AND NEEDED FOR A PRICE SURGE https://t.co/OXzLRt8SBF”

“21Shares Co-founder Ophelia Snyder on how a reorganization of world trade away from the dollar could favor Bitcoin "On the Bitcoin side, you're seeing a rotation away from the dollar in reserve assets, that's why you're seeing growing stockpiles of gold. Something like 75% of central banks, per the World Gold Council, are planning on reducing dollar exposure" "As you shift what reserve assets are held, it opens the question, what makes a reserve asset? A lot of the dollar's role has to do with the petrodollar. There have been a couple of times in the Iran conflict where the idea of using Bitcoin to pay for oil has come up" "Increased gold holdings, some tapering in demand for treasuries, and that rotation away from the dollar, it's quite good positioning for Bitcoin as you head into a reorganization of world trade"”

“Why Ethereum is catching a real tailwind right now "Ethereum looks like it's poised to outperform here, at least all the way up to this area, and probably higher. There's a lot of tailwinds after Vitalik came out with his capitulatory messaging on the ETH foundation and we're just another node. Obviously you've got BitMine out there and Tom Lee and all these guys" "Let's be honest, you can be bearish on ETH all you want, but Robinhood chain is a layer two on ETH, and I think people are probably discounting how important Robinhood chain is. They have tens of millions of users who now can just click a button, not really know they're doing crypto stuff, and do crypto stuff" "Memecoins are exploding there again, predicted. I think it's going to probably become one of the major competitors"”