⚪️ ETH: Supply shock…

🧻 Corporate treasuries hold $27 billion (capital waiting to buy ETH)!
– This accounts for 5% of the total ETH supply (6 million ETH) and one-third of exchange reserves.
– Result: a "supply squeeze" is expected, which could lead to a sharp price increase!

📊 Main indicators in the chart:
– Companies (e.g., ATNF) are increasing their ETH reserves, with NAV (Net Asset Value) reaching millions of dollars.
– If this capital enters the market, ETH price could rise to $10,000 or even higher.

👌 @education

🇯🇵Japan’s Metaplanet has now become the world’s 6th largest corporate $BTC holder with 18,113 $BTC ($2.17B), overtaking Trump Media.

1. Strategy – 628,946 $BTC ($75.4B)🇺🇸
2. MARA Holdings – 50,639 $BTC ($6B) 🇺🇸
3. XXI – 43,514 $BTC ($5.22B) 🇺🇸
4. Bitcoin Standard Treasury – 30,021 $BTC ($3.6B) 🇺🇸
5. Riot Platforms – 19,239 $BTC ($2.3B) 🇺🇸

👌 @education

💵US debt blasts past $37T

Since the debt ceiling was raised in early July, the US has added nearly $800B in just over a month.

🟡 That’s ~$25B per day
🟡 Fiscal dominance — when debt dictates monetary policy — is looking inevitable
🟡 More debt = more pressure on the Fed to keep rates low and liquidity flowing

Debt bubbles don’t deflate quietly. They get inflated until the currency takes the hit.

👌 @education

🚪Lost keys, lost $1.12 billion

– Estonian banker Reyn Lohmus bought $75,000 worth of ETH during the 2015 ICO. Then he lost the seed phrase.

Today, that wallet contains $1.12 billion, but it is now lost forever.

He could have bought:

🚗2,000 Lamborghini Aventadors (each $500,000)

🚗222 Lamborghini Veneno Roadsters (each $4.5 million)

👌 @education

📊 Bill Ackman’s Top Stock Picks in 2025

Bill Ackman keeps his $13.7B Pershing Square portfolio ultra-concentrated - just 10 names.

Each one is a high-conviction bet he’s willing to hold for years.

🟡 Uber ($2.8B, 20%)
His biggest position. Ackman sees Uber as the global ride-hailing and delivery leader with improving profitability and sticky recurring revenue.

🟡 Brookfield Corp ($2.5B, 18.5%)
A giant in alternative asset management: real estate, infra, renewables, private equity. Stable cash flow and global diversification.

🟡 Alphabet ($2B+, 15%)
Heavy exposure to Google’s ad empire, Cloud growth, and AI bets. Ackman doubled down on GOOGL. He calls YouTube the most undervalued part of Big Tech.

🟡 Restaurant Brands Intl. ($1.5B, 11%)
Burger King, Tim Hortons, Popeyes, Firehouse Subs. A pure global franchising play with long runway for expansion.

🟡 Amazon ($1.28B, 9%)
E-commerce dominance plus AWS as one of the most profitable cloud businesses. Also a bet on AI scaling margins.

🟡 Howard Hughes Holdings ($1.27B, 9%)
Master-planned communities and urban mega-projects. Ackman likes the long-term value creation in real estate despite cycles.

🟡 Chipotle ($1.2B, 8.8%)
One of his long-time favorites. Stock is down, but he sticks with the brand’s pricing power and expansion potential.

🟡 Hilton Worldwide ($807M, 6%)
Asset-light franchising model, strong global brand, consistent fee income. A stable hospitality compounder.

🟡 Hertz Global ($104M, <1%)
Tiny, risky bet. Struggling with EV transition and rental demand. More of a speculative flyer than a core holding.

🟡 Seaport Entertainment ($94M, <1%)
Small but fast-growing leisure and entertainment play. Already up 40% since entry.

👌 @education

⏰In 2013, a Bitcointalk user drunkenly typed “I AM HODLING” after a 39% crash.

– That misspelling became Bitcoin’s most famous strategy.

👌 @education

💔 BTC Dominance feels like a lover has left.

🗿 It hasn't dropped this much even at the end of last year. This is just the beginning; if we manage September well with Jerome uncle, pro max growth is still ahead.

👌 @education

🪙 UAE has joined the ranks of major Bitcoin holders

According to Arkham data, the United Arab Emirates (UAE) is now among the top 4 largest state holders, possessing 6,333 BTC (approximately 740 million dollars).

The important point is that, unlike the US or Germany, the assets in the UAE have not been confiscated but were mined by Citadel Mining, a company associated with the Abu Dhabi Sheikh family.

👌 @education

🔹 Chainlink has started collaborating with the US Department of Commerce to bring macroeconomic data onto the blockchain.

🤝 The US government plans to store important economic data such as GDP (Gross Domestic Product) and inflation index on the blockchain. Chainlink is using a special "oracle" technology to connect this data to the blockchain through smart contracts.

⚪️🔺 The project has been launched on 10 blockchain networks (Ethereum, Avalanche, and others). The data is updated monthly or quarterly.

📈 Today, against the backdrop of this news, $LINK rose by more than 5%. Even large financial institutions like SWIFT are increasingly likely to adopt $LINK.

👌 @education

✋ Why most traders quit — and what you can learn from it

Trading looks exciting from the outside, but most beginners don’t last. The path is long, filled with losses, and demands far more patience than people expect.

Here are the biggest reasons traders give up, and the lessons hidden in them:

🟡Blowing up the account

The fastest way to exit trading is to lose everything too soon. Beginners often risk too much, chase random signals, and hope luck saves them. When the account is gone, the journey ends.
The lesson: survival comes before profit. Without risk management, there is no second chance.

🟡False expectations

Marketing promises easy money, automated systems, and quick success. Reality is different: endless study, constant uncertainty, and no shortcuts. Many leave disappointed.

The lesson:

trading is not a lottery ticket, it’s a craft that takes years to build.

🟡Discouragement from losses

Losing trades are inevitable. Even the best lose often, but they size correctly and move on. Beginners treat every red trade as personal failure, which leads to fear or revenge-trading.

The lesson:

treat losses as tuition, not disaster.

🟡Losing the zone

Every trader knows the flow state, when setups are clear, confidence is high, and execution feels easy. But life interrupts: personal issues, big losses, or simple burnout. Many never get back.

The lesson:

discipline means restarting small, rebuilding momentum, and staying consistent.

🟡 Trading isn’t for everyone

Not everyone wants to sit in front of charts, take financial risks, and live with uncertainty. Some discover they simply don’t enjoy it.

The lesson:

knowing when to step away is strength, not failure.

Most traders quit because they treat trading as a shortcut. The few who last see it for what it is: a profession.

👌 @education

🏦Christopher Waller, an expert at the U.S. Federal Reserve System (FED), said in September that he supports lowering interest rates by 0.25%.

🗣️Main points from his speech:
Interest rates will be gradually reduced to manage the economy in a stable manner. Additional cuts are expected in the next 3-6 months. If the August jobs report is poor or inflation remains low, a 0.50% cut is also possible. Excluding the temporary impact of tariffs, inflation is close to 2%, but the labor market is weakening – this is a dangerous sign!

🔄Translation: If the unemployment rate on September 5 is high, the market might crash, then if the CPI on September 11 is not bad, the market might head towards moon. On September 17, the FED will announce its decision on the rate, but until then, these two reports will have already priced in what it will do.

👌 @education