Willy Woo
Looking at the 2023->2025 BTC price chart I think I may have posted this idea one cycle too early.

"The Last Cycle"

What will be this bull cycle top? IMO there is no top.

PAST: *predictable walk* of demand/supply governed by a simple 4yr halvening.

NOW: *unpredictable walk* of demand/supply from a complex ecosystem until we hit saturation. https://t.co/4yyKKViLCg - Willy Woo
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Mark W. Yusko - Two Point One Quadrillion
Forget Nation States, be part it $NAKA Nation 🧡🚀

We’re assembling the dream team. First of many announcements to come. Welcome to @Nakamoto @DzambhalaHODL - David Bailey🇵🇷 $1.0mm/btc is the floor
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chainyoda
they are privatising the sovi-eth union 🚀

It is not his intention, but @peter_szilagyi's rage thread is making me more bullish on the EF. - Jrag.eth
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Mark W. Yusko - Two Point One Quadrillion
RT @truflation: 🚨 Truflation May BLS CPI FORECAST: 2.4% YoY

Inflation’s turning. After months of easing, our data shows prices are creeping back up — and tariffs are just getting started.

Truflation May Highlights:

📦 Goods inflation rose +0.3% MoM — early signs that tariffs on imports are taking hold.
💡 Utilities up +0.2% MoM, driven by seasonal demand and rising energy costs.
🏠 Housing edged +0.1% MoM, still firm despite sluggish sales.
🚗 Transportation up +0.1% MoM as used car prices and summer gas hikes kick in.
🥫 Food stayed flat (+0.0% MoM), held down by falling corn and palm oil prices.
📉 Communications dipped -0.1% MoM as competition heats up.

Points to watch:

💳 Delinquency rates are rising across the board. 1 in 6 adults is in student loan default.
💼 Layoffs hit a 9-month high, job quits are falling, and the labor market is starting to soften.
📈 Wages are still growing (+0.4% MoM), but cracks are emerging.
📊 Consumer confidence bounced — but could reverse once July tariffs hit.
⚠️ Inflation expectations are climbing, and with tariffs rolling in, the risk of stagflation is rising.

📡 We’ll keep tracking inflation as it happens — not weeks late.

Spreading the TRUF, economic truth. 🫡
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Mark W. Yusko - Two Point One Quadrillion
Just Math

The problem with real estate is the human population that needs it will peak and decrease.

The good thing about Bitcoin is the population that needs it, humans and AI agents, will continue to increase. - Willy Woo
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Mark W. Yusko - Two Point One Quadrillion
Math Is Hard

If you think 50 months of overshooting 2% is bad, remember that the Fed's actual mandate is "stable prices."

No apologies. Nobody gets fired.

The @federalreserve is a completely unaccountable and very dangerous institution. https://t.co/1BzLeHezjQ - Rudy Havenstein, Senior Markets Commentator.
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Mark W. Yusko - Two Point One Quadrillion
ETF

End the Fed. https://t.co/5i2j3t7wh7 - GoldSilver HQ
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Ansem 🐂🀄️
RT @sershokunin: Aightt who’s down to test some new sht
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mert | helius.dev
RT @devlordone: payments are live (in beta)

started @devfunpump to turn everyone into a dev.

we did that. people are spinning up apps in minutes. vibe coding is a thing. users love devapps.

now time to level up: we're making @devfunpump the fastest path to go from idea to money.

INTRODUCING: ON-CHAIN APP BUILDING (beta)

anyone can now build on-chain apps on @solana in a single prompt using devfun

build apps featuring on chain transactions - the opportunities are endless

interested? read the building guide here: https://t.co/C8umXetHS2 https://t.co/A31x1mlsVw - dev.fun
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Ansem 🐂🀄️
RT @free_electron0: SPX’s rise back to ATH probably foreshadowing what will happen to a few select memes in the coming months
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toly 🇺🇸
🎯🎯🎯

The only venture bet with a path to liquidity in a reasonable timeframe anymore is crypto.

“There’s a really interesting post by SEC Commissioner Hester Pierce that argues blockchain is the path to fix the IPO market.

[You] tokenize the security. It’s interesting - I’m going to watch it.” @bgurley - Soona
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Ansem 🐂🀄️
RT @Jack55750: Luca Netz invited 5 of the best Photon traders to his office last month

“One kid told me he turned 1 SOL into $14,000,000" https://t.co/Hv97WUoPi3
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Ansem 🐂🀄️
RT @Jack55750: Pudgy Penguins vs PENGU

"Pudgy NFT's are more of a passive comfortable bet, if your betting on Luca taking over Q4 then the token is probably the better index cause I think it will have more volume, volatile and capture more of that upside" https://t.co/3wxU8ijpam
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Ansem 🐂🀄️
RT @ThinkingUSD: In celebration of our best release ever, here's a list of all Terminal Employees:

@DenisCJN - CTO
@ephemeris_eph - COO/Product Head
@aIlseeingeyes
@Sokio8D
@mikaxbt
@mofgato
@khaidot
@TranceGeniK
@1xHooDoo
@0xSpaghetty
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chainyoda
RT @sandeepnailwal: BIG update - As the largest holder of POL and someone who dedicated his life to development and success of @0xPolygon from the very beginning, I have decided to take full control of Polygon Foundation and will be its CEO going forward. Polygon Foundation owns and oversees multiple entities including one of the major contributors, Polygon Labs, which will continue to be led by Marc Boiron @0xMarcB as its CEO, who in my mind is the best executive/leader in the entire crypto industry.

I’ve always stayed away from moving into the CEO role because I’ve been focused on building PF as an institutionally governed foundation. But right now, Polygon needs clear direction and focused execution and that means stepping up.

With a healthy treasury and several hundred million in cash, we’re in a great position to keep building for the long term, without any distractions or pressure to raise.

Today, I’m announcing a series of much-needed changes designed to deliver greater value to POL stakers and bring increased clarity to the broader market.

1. We will depreciate Polygon zkEVM next year. Polygon’s razor focus is going to be Polygon PoS and @Agglayer, nothing else. Polygon PoS will focus on Stablecoin payments and RWAs, while Agglayer will focus on building a trustless Internet of Blockchains.

2. The first milestone of the Polygon POS's Gigagas roadmap is now live in testnet. This first upgrade pushes network capacity beyond 1,000 transactions per second early July and it's only the beginning. We already have the plan to move to zero reorgs and <15000 TPS achieved in a devnet enviornment. This will put Polygon PoS amongst the most performant blockchains by Sept-Oct timeframe. And beyond that, we have a clear path to scale to 100k+ TPS over next few years. These upgrades massively increase the economic viability of Polygon protocol and thereby the value for POL stakers.

3. Agglayer v0.3 has been in the making and I am announcing week of June 30th as the rollout date. This version of Agglayer is feature complete except fast interop which we anticipate to be completed by end of Q3. We are back to massive shipping mode.

4. The Agglayer Breakout program will continue to spin off projects resulting in increased focus for Polygon PoS and Agglayer and massive airdrops to POL stakers. We are in the business of building blockchain networks and ZK is an important tool to bring that internet level scalability to blockchains. We have contributed a lot to ZK and will continue to do so in a more neutral way by spinning out more of ZK research efforts. Next up is Polygon ZisK led by Jordi Baylina @jbaylina. More to come.

5. Now that the SEC has dropped its investigations and lawsuits related to MATIC as a security, which should have never existed given the nature of MATIC (and now POL), we are excited to see several large market makers coming back to the table in recent days to make markets in POL that strengthens the liquidity of POL on exchanges globally.

6. The Foundation will also engage in educational campaigns to ensure everyone is aware of the upgrade of MATIC to POL.

7. Bringing the Polygon brand front and center into what was previously the neutral Agglayer brand. It’s time to align the ecosystem more clearly and boldly under the Polygon identity.

Also, going forward, major announcements from Polygon often will come from my twitter account, so follow me to be up to date and turn on your notifications.

So why am I doing this?

During 2021-22, we made a real effort to institutionalise the project by onboarding some amazing people as co-founders and board members and laying the foundation for scaling Polygon from the 10-100 stage of a venture.

But little did I know, Ethereum itself was going to go [...]

into an existential crisis that would pull Polygon and the entire Ethereum ecosystem right back to the 1-to-10 stage … or by some measures, even 0-to-1.

And the 0-to-1 stage is a different beast. It needs speed, courage to make bold bets, and the ability to handle failure. Also, the crypto industry has changed from being research centric to user centric and Polygon needs to change accordingly. Institutional setups and board structures are great for stability, but they tend to produce average-case decisions — not the sharp, aggressive moves needed to deliver exponential outcomes.

Polygon is now back as a zero to one startup setup. With the support of an incredible team at Polygon Labs, and strong leadership including Marc @0xMarcB, Mudit Gupta @Mudit__Gupta (CTO), Ryan (COO) @web3RyanN and many others we are going to BRING IT.

Let’s play!
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Ansem 🐂🀄️
RT @EasyEatsBodega: Market gonna flourish.
Playbook is playing out exactly how we thought it would.

Shocker. https://t.co/9Nqem48Wks

The reality of the Trump - Elon situation

- Trump calls for rate cuts after bad Job data (indicating recession)

- Powell says inflation is lowering, no need to cut rates, this is all part of the process

- Trump upset crashes out on Elon knowing Elon will retaliate and cause market to face pressure. With Tesla being in the NQ / S&P etc

- Powell now faces touch decision with market sell off occurring much faster then intended

- Elon n Trump make up, proper bill is established. Gov deficit finds way to decline vs increase. Elon keeps some EV credits

- Printer turns on, rate cuts begin, v shaped recovery, market flourishes, people happy with the political situation

My rough guesstimate of the next 90-120 days. - Easy
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