Founder of @TFTC, co-host of Rabbit Hole Recap, Managing Partner at Ten31
The Bitcoin fear and greed index hit 9. Blue Owl Capital permanently froze investor redemptions. The Fed flagged private credit vulnerabilities. Something is breaking beneath the surface, and the on-chain data says smart money is accumulating.
River's latest ownership data reveals a historic shift: individuals distributed 696,000 BTC in 2025 while businesses, funds, and governments absorbed supply at an unprecedented rate.
Things are getting weird and awesome.
What do we think about being called goyim?
Make sure your long johns are clean.
You're mad as hell. Are you going to do anything about it?
You can't trust the shitcoiners on Capitol Hill.
Things ain't the same this time around.
Avoid the temptation to take the government handouts.
The state hates you.
It all stinks.
It's a mad mad mad mad world out there.
Block out the noise.
Not a great week for Trump.
This is the only way to solve the systemic issues of our day.
The demand is strong.
Most people can't comprehend the scale of hash rate growth.
This is what it's all about.
Love to see progress like this.
