Satoshitalks

Welcome to the 2025 crypto graveyard:
$BERA −96%
$TRUMP −95%
$XPL −94%
$WLFI −74%
Same pattern.
Hype launch → Retail FOMO → Distribution → Collapse.
Spot the cycle early.

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📊 1W Sector Performance Snapshot:
Leaders:
1. AI +25.1%
2. Lending +14.4%
3. Ethereum Eco +14.0%
4. DePIN +13.2%
Laggards:
• Gaming −13.9%
• Perps −2.5%
• Gold −1.8%
Rotation is underway.

🚨 JUST IN: Odds of the Supreme Court backing Trump tariffs drop to 26%.
What this signals:
Legal headwinds building
Trade policy uncertainty rising
Markets may need to reprice expectations
Policy risk just shifted.

Dario left OpenAI for a reason.
This photo proves he still hasn't forgotten it.

Happy Thursday.
Crypto is red across the board 🔴
BTC slipping.
Alts bleeding.
Sentiment cooling.
Dip… or deeper move loading? 👇
👇

🚨 Tesla’s robotaxi update:
• 5 new crashes in Dec–Jan
• 14 total since the Austin launch
• ~800,000 paid miles logged
That’s ~1 crash every 57,000 miles — reportedly ~4x more frequent than human drivers, per Electr.
Are robotaxis actually safer than humans yet?

What do you notice?

🚨 Goldman Sachs CEO says he holds “a very small amount” of Bitcoin and is closely watching its development.
Context:
• Net worth estimated at $130M+
• Personal BTC exposure: minimal
Even TradFi leaders are paying attention.
Small allocation… or first step?

I tried Zora. Here’s my honest take.
Zora has raised ~$70M.
Yet its value has dropped ~34% in the past 3 months and now sits near $90M.
This week they launched “Attention Markets” on Solana — a way to trade what’s trending on social media.
In theory: interesting.
In reality: barely any traction.
The largest market has only ~$43K in liquidity.
Everything else is even smaller.
It doesn’t feel like Polymarket (news-driven).
It feels more like hype trading.
Could it work? Maybe — but only if they shift focus away from pure speculation.
Right now? I’m skeptical.
What am I missing?

📊 Crypto Market Update:
• BTC: $67.9K–$68.9K
→ Rejected again at $70K
→ ~28% down in February
• ETH: $2,015–$2,030
→ +1.5% today
→ Still far from 2025 highs
• XRP: ~$1.41 (+~1%)
• BNB: ~$627 (+~1–2%)
Selective strength in alts while majors struggle.
Is this consolidation… or distribution?

Michael Saylor just bought the weekly dip for the first time.
Average $BTC entry: $67,710.
A shift in strategy… or just disciplined accumulation?

🚨 JUST IN: Crypto VC Dragonfly closes a $650M fourth fund.
What this means:
Big capital still backing crypto
Long-term conviction remains
Next cycle startups getting funded
Bear markets build the next winners.

🚨 JUST IN: Intesa Sanpaolo discloses $100M in Bitcoin ETF holdings.
What this signals:
Major European bank exposure
Institutional allocation continues
BTC ETFs gaining global traction
Traditional finance keeps leaning in.

🚨 RWA boom on @BNBCHAIN :
Market cap just crossed $2B
Up ~50,000% from ~$4M a year ago
Now ~20% of total on-chain RWA value
Ranked #2 chain by RWA market share
Momentum is accelerating.

🚨 JUST IN: Stablecoin market cap added $5.5B in the past 7 days.
What this could signal:
1. Fresh capital entering crypto
2. Dry powder building
3. Volatility ahead
Liquidity moves first. Price follows.

📊 @trondao leads all chains in revenue over the past 30 days.
30 Days revenue:
• Tron — $28.28M
• Base — $10.23M
• Ethereum — $4.83M
7 Days revenue:
• Tron — $6.36M (top again)
Tron generating 2x+ Base and far ahead of ETH.
Capital flows follow revenue.