Crypto and AI tech are now the same trade. When Nvidia breaks, $BTC follows within hours. Post-midterm Democratic sweep adding tariff and regulatory risk did not help. $76K is where #BTC cost basis clusters from 2025 sit. Hold or break decides direction.
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The whiplash is the signal. $731M Thursday on Waller dovish trade → -76% Friday on hot jobs = institutional discipline, not thesis change. Same allocators who bought Thursday paused Friday, waiting for CPI. Retail chases. Institutions wait.
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BTC caught in a pincer. Warsh's hawkish tilt raised hike odds to 66.4%. Iran airstrikes drove oil to $96+, reintroducing inflation impulse. Both hurt crypto. But BTC held $77K through both that resilience matters. Aug jobs Friday is the tie-breaker.
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Altcoin catch-up rally accelerating. $BCH +31% 24h. $ENA +27%. $POL +26.33% w/ $1.24B in shorts liquidated. $LTC +12.58%. $ETC +15%. $ARB +9.2% on ArbOS 61 "Elara" upgrade. Solana activated first block-time reduction to 350ms.
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Three policy catalysts in 72 hours. Wyoming builds industry consensus today. White House Wed forces regulator alignment. FOMC minutes Wed reveal Fed thinking. CFTC Thu formalizes crypto jurisdiction claim. All three together set direction.
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SEC substitutes for CLARITY. Rule making is durable within one administration, not across. Galaxy: CLARITY 2026 odds 30% (from 50%). Republicans hold 53, need 60. Atkins is building what Congress couldn't. Next chair can unbuild it.
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Five days ago BTC ETFs bled $265M in a single session. Today the trend has flipped completely. What changed: Iran-Hormuz momentum, Fed hawkish hold priced in, whale accumulation continues. "Institutional divergence" story lasted 4 sessions.

financefeeds.com/crypto-etfs-ex…
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$60K put is now the top BTC bet on Deribit $1.17B notional OI. $70K call OI fell from $2.5B to $943M after $10B options expired 08:00 UTC Friday. $72K call: $2.5B → $888M. Bullish Fed-week positioning destroyed. August mood swung bearish.
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The tokenized asset market is $60B. Most of it isn't moving.

In @Forbes, @aaronwstanley speaks with Transform Ventures CEO @michaelterpin on why only the most in-demand assets; T-bills, public stocks with 24/7 global access will benefit from tokenization, and why marketing + instream adoption.

forbes.com/sites/astanley…
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When the most visible figure in crypto refuses to blame one factor, the market is in regime-change territory. CZ's framing matters: Binance benefits from neither AI rotation nor cycle pessimism. He's saying this isn't 2022 redux. It's something stickier.
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As reported by @BlocksterCom, a new research paper from @bondexapp unveils new Verifiable Reputation framework for the increasingly AI-driven hiring economy.

source: blockster.com/bondex-bets-re…
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The CLARITY Act would give US banks legal permission to hold bitcoin. The 1,250% Basel risk weight makes it uneconomic. Six senators just flagged the gap. Without capital reform, the bank bid for bitcoin:native stays on paper, not on balance sheets.

source: news.bitcoin.com/6-senators-cha…
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The largest corporate SOL holder sits on a 71% drawdown and just moved $32M to an exchange after a month of nothing. Even if custody, Forward owns >1% of SOL supply. The treasury-company model is stress-tested across BTC, ETH, SOL in real time.

source: news.bitcoin.com/forward-indust…
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Apyx says the depeg is a feature: apxUSD is collateralized by corporate preferred stock, not Treasuries. When STRC trades below par, apxUSD reflects it. STRC has dipped below par four times since Aug 2024, each recovered. Synthetic dollar, by design.

source: coindesk.com/markets/2026/0…
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“Bitcoin staking is the missing link between DeFi and real-world adoption.”

@BrendonSedo of @Coredao_Org joins @BlockHashPod to break down how Core is unlocking new BTC utility.
Watch: youtu.be/u9S7FM8G_9M?si…
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Are you excited for the @LitecoinVM unveiling at Litecoin Summit 2025?

Tune in today at 3:20 pm PT! @CryptoRocky @michaelterpin @EdanYago @DaddyCool1991 @LTCFoundation $LTC
Utility for Litecoin? That's Lit!🔥

Stay tuned for LitVM’s grand unveiling at Litecoin Summit 2025.

Baby AI @circle_crypto, @sandeepnailwal, @SatoshiLite, @CryptoRocky, @EdanYago podcast is dropping the alpha!
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Great to see @DogeJonesDJI $DJI featured in the latest edition of @blockworks @thedropnft newsletter!
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Watch: @michaelterpin discussing his brand new book, Bitcoin Supercycle at @benzingacrypto.

Available for purchase starting today on Amazon ⬇️
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Tune in to this recent @EdgeofNFT podcast episode where @michaelterpin, author of #BitcoinSupercycle and CEO of Transform Ventures, discusses hot topics in the crypto space.

youtube.com/watch?v=9CAtL4…
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Founder of @TransformVC21 and author of #BitcoinSupercycle Michael Terpin at @ETH_Toronto
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Great weekend at #Consensus2022. Thanks to everyone who made the time to connect with us in Austin!

Two quick client highlights:

🍦 and SIM security discussion with @cloakedwireless
👋 @HelloVacay at @satoshi_salon
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Tune in to @60Minutes Saturday at 7/6c to learn more about the new digital era of NFTs with @UplandMe CEO @DirkLueth! youtube.com/watch?app=desk… #NFTs #virtualrealestate #DigitalAssets
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.@SUPERDOGEio has raised $250K for charity! Superheroes meet crypto as you invest for a greater cause. Buy a coin now and 2% of each transaction will go to an organization that needs your support. youtube.com/watch?v=jqwSI-…
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Meet @superdoge.io, a new #memecoin that gives proceeds to charity. #SUPERDOGE, #giving, #socialgood #fundraising
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Butterfly Protocol President Dana Farbo joined Eat The Blocks on YouTube to talk about why we need decentralized web naming and social media: youtube.com/watch?v=ZvuKiQ… @butterflyproto
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Experts including @radixdlt CEO @PiersRidyard share the opportunities and pitfalls of #DeFi investing: youtube.com/watch?v=EOnAfc… via @realSologenic @CharlesLBovaird
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IMVU has been given an official no action relief letter by the SEC to start selling their online token VCOIN: youtube.com/watch?v=1PAsU-… @IMVU
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ICON Project Founder Min Kim joined @DiaryofaMadeMan on @tokenmetricsinc to talk about interoperable blockchains and the latest on ICX: youtube.com/watch?v=gR_Z0M… @helloiconworld
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Radix CEO @PiersRidyard joined @cryptoblood_ on YouTube to talk about making #DeFi more scalable, and why layer 2 solutions work better than ETH layer 2: youtube.com/watch?v=bSitKq… @radixdlt
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Thanks @IrinaLitchfield for featuring Transform Founder and CEO @michaelterpin on your YouTube Channel! Check out the interview here: youtube.com/watch?v=PQu-kh…
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Radix CEO @PiersRidyard delivered a keynote discussing DeFi's scalability problem at #DeFiConf2020: youtube.com/watch?v=AS2VIe… @radixdlt @blockchainza
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Our Founder & CEO Michael Terpin will be speaking about the future of Bitcoin and crypto during Fintech World's Live Virtual Summit on April 15. The event will cover the impact of the global health crisis on fintech, digital assets, fundraising, and more. zoom.us/webinar/regist…
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The DC Blockchain Summit is coming up March 11-12. Use code Transform2020 for 15% off your registration: dcblockchainsummit.com
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Transform Group Founder and CEO @michaelterpin spoke at The North American Bitcoin Conference last week on "Enterprise & Institution." #TNABC #MiamiBlockchainWeek
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Transform CEO @michaelterpin spoke today at the #DigitalMoney Forum at #CES2020.
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Congratulations @VelocityLedger on the launch of Velocity Channel in NYC last night.

Velocity Channel is a Bloomberg-style terminal for security token news, research, and in-depth asset profiles of vetted projects across industries and jurisdictions.
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Our friends at @Futurist_conf are putting on the #blockchain party of the summer in Toronto next week. Check out the speaker lineup and register here: futurist19.com
#crypto #tech #startups #innovation
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On July 11, explore what's trending in the world of #fintech and financial services, ranging from the internet of value to diversity and inclusion in the C-suite: commpro.encompasspro.com/trending-topic…
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.@CPUcoin is creating a #sharingeconomy for CPU and GPU power. @RobertBeadles talked with CPUcoin's Sean Barger about going from #Tetris to #crypto and much more: youtube.com/watch?v=MygVw7…
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.@ThunderProtocol's Pan Kamal joined @cryptofindertv to talk all things Thunder Token at #Consensus2019:
youtu.be/44r6-5CRdxw
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Transform Founder and CEO @michaelterpin recently joined @RobertBeadles' show to discuss the #crypto markets and where the #blockchain industry is headed. youtube.com/watch?v=7fqaoO…
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5 incredibly effective #digitalmarketing strategies that most marketers are too afraid to try: forbes.com/sites/neilpate… #onlinemarketing
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Some useful tips to increase the efficiency of your #socialmedia campaign:
business2community.com/social-media/u…
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30 easy ways to #makemoney on the side this year: bit.ly/1RkEy3b via @johnrampton for @Inc
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UPS and other companies have big plans for the #circulareconomy: bit.ly/1U5zkMh by @mikehower for @GreenBiz
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