Nonzee Notes
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Since early February, accumulation has remained weak.

The trend score still can’t push above 0.5.

• Big money is staying on the sidelines
• Institutions aren’t committing
• Real capital hasn’t returned

Without strong buyers stepping in, sustainable momentum is unlikely
https://x.com/0xNonceSense/status/2026664296395190424
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🇬🇧 The UK is about to make a massive mistake in digital finance.

While the US and EU are building clear rules for stablecoins, the Bank of England is talking about limits.

Stablecoins already move trillions every year.

This is real financial infrastructure.

If Britain slows this down now, talent and capital will go elsewhere.

Simple choice: lead the future of finance, or miss it.
https://x.com/0xNonceSense/status/2026672562223329573
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🇨🇳 CHINA IS ACCUMULATING GOLD LIKE NEVER BEFORE

In January, its reserves jumped to $369.6 billion, the highest in history.

That is 15 straight months of buying by the People’s Bank of China…

READ⤵️
https://x.com/0xNonceSense/status/2026682093514948731
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For months, 10 AM meant one thing: the Jane Street dump.

Yesterday, they got hit with an insider trading lawsuit.

Today at 10 AM? Bitcoin rips higher instead.

Coincidence, or did the game just change?
https://x.com/0xNonceSense/status/2026735449344192777
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Jane Street CEO Rob Granieri taught Sam Bankman-Fried how to trade and hired him straight out of college.

One went to prison for fraud.

Meanwhile, Jane Street is hit with an insider trading lawsuit.

Different paths, same ending.
https://x.com/0xNonceSense/status/2026764010830610736
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JANE STREET EXTRACTED BTC LIQUIDITY FOR MONTHS

One of the largest trading firms in the world is now under legal pressure.

Two regulators. Two continents.

For months, Bitcoin sold off almost every day at 10am New York time…

READ⤵️
https://x.com/0xNonceSense/status/2027020281689354502
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BITCOIN IS BOUNCING BACK

Spot BTC ETFs record strong inflows for 3 consecutive days.

Institutional demand is picking up again, a key signal after recent volatility.
https://x.com/0xNonceSense/status/2027345045322596461
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ONLY COMPANIES WILL BENEFIT FROM AI

In 2025, more than 50,000 U.S. layoffs were directly linked to AI adoption.

Total layoffs crossed 1 million, the highest level since the pandemic.

At the same time…

READ⤵️
https://x.com/0xNonceSense/status/2027363482832888098
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SAUDI ARABIA MOVES CLOSER TO REGIONAL WAR

The Middle East is entering a far more dangerous phase than most people are willing to admit.

Iranian missiles have struck targets across the Gulf…

READ⤵️
https://x.com/0xNonceSense/status/2027775220044730534
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🚨 BREAKING:

WHITE HOUSE INSIDER REPORTEDLY MADE HUNDREDS OF THOUSANDS OF DOLLARS FROM POLYMARKET BETS 🔥
https://x.com/0xNonceSense/status/2027787561587118091
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THE ERA OF CHEAP SANCTIONED BITCOIN MINING IS ENDING

Iran mined Bitcoin using heavily subsidized electricity.

Licensed mining tariffs at various points were reportedly around $0.01–$0.03 per kWh, while residential power…

READ⤵️
https://x.com/0xNonceSense/status/2027804575630340274
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Iran’s currency is so cooked it’s basically good for one thing now: wiping your ***

At this point, banknotes are cheaper than toilet paper.
https://x.com/0xNonceSense/status/2028125315785265536
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HARD ASSETS BECOME DEAD WEIGHT

Most people have never had to leave under real pressure, without warning, without time to plan, just grabbing what they can and moving…

READ⤵️
https://x.com/0xNonceSense/status/2028149011958714568
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DEFENSE STOCKS ARE BREAKING OUT

Major capital is rotating into the world’s largest contractors.

As new conflicts emerge, this trend is unlikely to fade anytime soon.
https://x.com/0xnoncesense/status/2028437929367060922
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REGIONAL WAR BECOMES A GLOBAL SYSTEMIC RISK

Every new front increases the odds that this shifts from a geopolitical shock to a monetary one.

As long as energy routes remain under…

READ⤵️
https://x.com/0xNonceSense/status/2028476435099517250
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🇺🇸 TRUMP GOES LIVE ON IRAN AT 11:00 AM ET.

HE IS PREPARING TO ANNOUNCE STRONG MEASURES AND A FORCEFUL MOVE AGAINST IRAN.

THIS IS ESCALATION.
https://x.com/0xNonceSense/status/2028493217357004889
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🚨 BREAKING:

REVOLUTIONARY GUARDS COMMANDER SAYS THE STRAIT OF HORMUZ IS CLOSED.

IRAN TO SET FIRE TO ANY SHIP TRYING TO PASS.
https://x.com/0xNonceSense/status/2028565724235743738
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THE NEXT BUYERS OF CRYPTO WON’T BE HUMAN

AI agents are already writing code, running support, and managing infrastructure.

They operate 24/7. They don’t ask for permission…

READ⤵️
https://x.com/0xNonceSense/status/2028813433521738129
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🚨 JAN VAN ECK, CEO OF VANECK:

🗣 “I think we’re making a bottom.”

Says recent price action shows stabilization after prolonged volatility and heavy downside pressure.

Selling momentum is fading. Potential trend shift underway.
https://x.com/0xNonceSense/status/2028827627692404882
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BITCOIN WILL NEVER REPLACE GOLD

At least, that’s what Ray Dalio believes.

No central bank support.
Uncertain privacy.
And long-term quantum risks.

Meanwhile, gold still sits on the balance sheets of central banks worldwide.

Let’s unpack this:

READ⤵️
https://x.com/0xNonceSense/status/2029182459770994764
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POV: It’s 2030

The Bitcoin you bought at $69,000 is now worth $1,000,000.

Everyone else sold.
You didn’t.

Not because you’re a genius…

READ⤵️
https://x.com/0xNonceSense/status/2029197597681041492
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