🗣 Michael Saylor stated, "If we've issued a trillion dollars of credit with a three-trillion-dollar equity market cap and lower the interest rate 0.25%, we make an obscene amount of money for equity shareholders in that one month."
He added, "That's so many years in the future when Bitcoin's a million-dollar coin and we're 10 years out then we can talk about it." #macro
He added, "That's so many years in the future when Bitcoin's a million-dollar coin and we're 10 years out then we can talk about it." #macro
Episode 18 | May 13, 2026 — Weekly market review Clarity act, Bitcoin, XAUUSD, OIL. TT
🤝 Anchorage And Mexican Billionaire's Grupo Salinas Ink Cross-Border Payments Partnership: The Block
🇺🇸🤔 Ledger has suspended its plans for an IPO in the United States due to market conditions.
🕵️ Coinbase reported that an average of 4.5 million ETH was staked to its validators in Q1 2026, accounting for 12.17% of total staked ETH. The company emphasized its commitment to maintaining below 30% network penetration, with its validators achieving 99.98% uptime and no slashing or double-signing events since inception. Validators are distributed across five countries, two cloud providers, and seven MEV relays.
📊 BTC has recovered above $80K as ETF inflows, spot demand, and positioning improve. However, weaker capital inflows and heavy overhead supply near $86K keep conviction below prior bull phases.
Executive Summary
– US spot ETF inflows have turned firmly positive as BTC recovered from mid-$60Ks to low-$80Ks
– Shallow drawdown: Relative Unrealized Loss peaked at 25% in February, now compressed to 8%; bear regime stays shallow if $60K holds
– Realized Cap 30D Net Position Change back to $2.8B/month, but well below the $10B+ seen in prior bull expansions
– Support at $76.9K (30-day cost basis), resistance at $86.9K (Nov-Feb accumulation range)
– Coinbase Spot Volume Delta flipped sharply positive over the last two weeks
– Hyperliquid traders steadily adding long exposure alongside rising prices
– Implied volatility falling across the curve, led by the front end, as realized vol trends lower
– Downside hedging demand fading, options structure more balanced around $80K #etf
Executive Summary
– US spot ETF inflows have turned firmly positive as BTC recovered from mid-$60Ks to low-$80Ks
– Shallow drawdown: Relative Unrealized Loss peaked at 25% in February, now compressed to 8%; bear regime stays shallow if $60K holds
– Realized Cap 30D Net Position Change back to $2.8B/month, but well below the $10B+ seen in prior bull expansions
– Support at $76.9K (30-day cost basis), resistance at $86.9K (Nov-Feb accumulation range)
– Coinbase Spot Volume Delta flipped sharply positive over the last two weeks
– Hyperliquid traders steadily adding long exposure alongside rising prices
– Implied volatility falling across the curve, led by the front end, as realized vol trends lower
– Downside hedging demand fading, options structure more balanced around $80K #etf
💼 #JUP Bitwise will launch the Ethena market on Jupiter Lend to provide institutional clients with credit products based on Ethena assets.
🗣 Kevin Warsh has been officially approved for the position of Chairman of the Federal Reserve. He will assume the role this Friday.
🕵️ 348,000,000 $USDC (347,968,054 USD) transferred from Coinbase Institutional to Coinbase