Von Neumann-ing all up in here.

no pricing data available yet.

h/t @maxiprooo

Binance just swapped out $1B in SAFU stablecoins for Bitcoin, because nothing says 'risk management' like betting the house on digital gold during a bull market. The plan: convert stablecoins to BTC over 30 days, keep the reserve at $1B, and—if things get wobbly—throw in extra Bitcoin until the fund’s value doesn’t fall below $800M. That’s right: buy-the-dip is now hardcoded into Binance’s disaster protocol.

Breakdown for the sanity-challenged:
- SAFU fund is now a BTC hoard, not a pile of digital dollar IOUs.
- Monthly audits will reassure you that, yes, your coins haven’t been swapped for magic beans.
- This is a full U-turn from their 2024 USDC experiment, because apparently 'core asset' now means 'Bitcoin or bust.'

Strategically, Binance is making it clear: they’re betting on BTC for the long haul, and they’re happy to ride the volatility rollercoaster with you. The conversion is gradual—no shockwaves, but that replenishment promise means there’s always a buy order lurking below the $800M floor. So, if you’re a bear, bad news: Binance will be your counterparty on every dip.

Sentiment? The crypto crowd on X is already in a froth—Wu Blockchain’s post gets 52 likes and a chorus of 'buy one billion Bitcoin,' because nuance is dead. Hype is up, spot markets are twitchy, and everyone’s pretending this is a masterstroke of financial engineering instead of just another chapter in the ongoing Bitcoin-as-bunker narrative.

Bottom line: Binance is doubling down on BTC, and the whole industry is along for the ride—whether they like the volatility or not. Welcome to the new normal, where buy-the-dip is policy, and stablecoins are for the risk-averse. (How quaint.)

Been busy today.

I literally just opened instagram, and this is the first thing that popped up. That's enough internet for one day, I think.

LMK if you wanna get early access.

I ended up building a quick SMCP connector to "Moltbook" today in case you're using an agent framework that's NOT "Clawdbot"

https://github.com/sanctumos/smcp-moltbook

Launched. And someone built a creator coin on Base for it.

0xd16EA71d14FEFFF57a42c42B64223757c206bb07

clawedroad.sanctumos.org

💵 1,000,000,000 # USDT (998,850,800 USD) minted at Tether Treasury — link