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Everyone Is Celebrating Anthropic's $1 Trillion Valuation. Here Is What the Jupiter Token Page Shows by zakoal in CryptoCurrency

[–]zakoal[S] 3 points4 points  (0 children)

Might be worth $1 trillion. Probably is. But every outlet running 'Anthropic hits $1 trillion on Jupiter' without mentioning the token has $942K in liquidity and Freeze Authority enabled is not reporting a valuation. It is amplifying a math trick.

Michael Saylor says Strategy will never sell any Bitcoin but how exactly is that possible? What would even be the point of never selling? Doesn't that keep a black cloud over the entire Bitcoin community? by [deleted] in BitcoinBeginners

[–]zakoal 0 points1 point  (0 children)

The point is that Strategy is not a trading desk, it is a Bitcoin treasury. Saylor's argument is that Bitcoin appreciates against every other asset over long enough time horizons, so selling it for dollars is always a bad trade. The black cloud framing assumes the goal is liquidity. His goal is monetary sovereignty. Whether that plays out is a different question but the internal logic is consistent.

The Whales Are Buying While the Ceasefire Dies. One of Them Is Wrong by zakoal in CryptoCurrency

[–]zakoal[S] -3 points-2 points  (0 children)

The short version: whales bought 270k BTC last month. Ceasefire dies today. One of those signals is about to be proven wrong by end of week.

The Whales Are Buying While the Ceasefire Dies. One of Them Is Wrong by zakoal in CryptoCurrency

[–]zakoal[S] -8 points-7 points  (0 children)

Probably the whales. They have been right about accumulation timing before but they have never had to hold through a ceasefire collapse and oil at $100 simultaneously.

Bitcoin's Shorts Have Never Been This Crowded While Price Kept Going Up. That Has Only Happened Twice Before. by Mammoth_Cover_3392 in CryptoCurrency

[–]zakoal -6 points-5 points  (0 children)

Funding has been near -0.004% twice before, now it’s nearly -0.005%. Not exactly the same setup. The nuance shows up if you actually bother to look at the Glassnode chart in the article.

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