chainyoda
Solana is fartcoin beta
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Lark Davis
This Bitcoin pump represents a major structural change in the market carried by an increasing number of macro and crypto specific tailwinds.

150k next local top is loading.
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Paolo Ardoino 🤖
About XAUt, USDt and Bitcoin

Most of the people in the emerging markets turn to USDt because they don't have yet the opportunity or the time to study and understand Bitcoin, at least enough to use it and hold it.
People that live under very high inflation (50% year over year) have short term problems to fix, hence the option that they understand immediately, without friction is a digital dollar, USDt.
Tether spends enormous resources in Bitcoin education, yet many still prefer or understand more USDt. Not great, it will change with time and consistency. We have to be patient.
In the meanwhile we believe that XAUt is bringing another option to the table that provides a well understood asset by all emerging markets populations: gold. - Paolo Ardoino 🤖
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CertiK
We’re streamlining how we communicate CertiK initiatives.

Moving forward, all updates related to CertiK Ventures will be shared here on the @CertiK account.

This change helps us keep everything in one place—more efficient, more aligned.

Stay tuned.
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chainyoda
One green candle and dubai bros be like https://t.co/jNfE5io1mq
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Arthur Hayes
RT @SerenaSeek: Breaking down Arthur's @CryptoHayes new essay - Ski Cut - a reflection on what happened in the past 3 weeks and what will likely happen next.

1/
🇺🇸Trump’s April 2nd “Liberation Day” wasn’t just about tariffs — it was a ski-cut on the steep slope of global markets.
A maximalist tariff policy triggered a volatility avalanche, measured by the MOVE Index hitting 172.

2/
🏔️ Trump’s tariff shock was intentionally extreme — a “persistent weak layer” in avalanche terms.
Markets puked. Stocks dropped, MOVE surged, and the crypto market cratered.
But within days, Team Trump moderated:
→ 90-day pause for all but China
→ Dovish signals from the Fed and Treasury

3/
📉 The shock and pivot combo sent a clear message:
→ Volatility this high is unacceptable
→ They will intervene
→ Bitcoin bottomed at $74.5K amid the chaos
The first “policy panic pivot” of 2025 had begun.

4/
💡 The Treasury’s secret weapon?
Buybacks
Not QE, but powerful:
→ Issue new debt
→ Repurchase old off-the-run bonds
→ Boost prices
→ Narrow basis
→ Free up capital for RV funds to lever back in

5/
This reflexive cycle:
🔁 Buybacks → lower volatility → lower margin needs → more leverage → stabilize bond market
= soft form of easing, executed by Treasury instead of Fed
💰 Add liquidity without needing Powell.

6/
🎯 Why it matters:
→ RV funds are now the marginal buyer of Treasuries post-2022 (after Russia sanctions spooked sovereigns).
→ Without their leverage, Treasury auctions would demand much higher yields.

7/
📊 Historical echo:
In 3Q2022, Yellen’s bill-heavy issuance unlocked $2.5T in liquidity from RRP → Bitcoin rallied 6x.
In 2Q2025, Bessent is doing the same via buybacks → Bitcoin bottomed at $74.5K.

8/
💥 The Macro Playbook Now:
• Treasury needs RV funds to max leverage
• Fed quietly eases (e.g. slowing QT)
• Treasury expands buybacks
→ All add dollar liquidity
→ Bitcoin is the net beneficiary

9/
🟡 Gold performs in chaos
🟠 Bitcoin performs after policy response
They now decouple from tech stocks — digital & physical anti-establishment assets.

10/
🧠 Market takeaway:
When Trump shouts tariffs, volatility spikes.
When volatility spikes, Treasury & Fed respond.
When they respond, liquidity rises.
And Bitcoin levitates.

11/
📈 Once BTC breaks $110K, we enter AltSzn.
Only tokens with real yield + cashflow will survive the next wave.
That’s where the rotation will go.
Our bags are packed.

12/
Final thought:
Markets are waking up to this:
→ The Treasury, not the Fed, is now the main liquidity provider
→ Policy panic is the new bull catalyst
→ Bitcoin is the new market signal

Original article🔗
https://t.co/CaBxcJxXtA
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