1giorno fa
In our interview with @JoakimBook, he broke down how #Bitcoin & crypto are reshaping global finance
From prediction markets to government reserves and the rise of stablecoins, we broke down some of the biggest stories you may have missed ↓
Prediction markets just went mainstream.
➤ NYSE took a $2B stake in Polymarket, reflecting a valuation of ~$8B
➤ This is the same platform that out-forecasted pollsters in the 2024 elections
➤ Financial markets are now bleeding into markets, politics, sport and culture.
Crypto keeps finding its way into TradFi & the mainstream.
@joakimbook When Washington halts, hard money shines.
➤ Fiscal drama barely dents real budgets, but it boosts the narrative for apolitical money
➤ Gold and Bitcoin still trade as “outside the system” assets
➤ Every shutdown reminds the world why Bitcoin exists.
The US just doubled its Bitcoin stash — now over 300k BTC.
➤ US authorities seized almost 130,000 BTC from an alleged Cambodian criminal organization
➤ Seized from global scams, now technically part of a “strategic reserve”
➤ Echoes of a modern sinking-fund: hold appreciating BTC, roll debt
What if the Fed becomes the next HODLer of last resort?
Meanwhile, Bitcoin hit ATHs with zero hype.
➤ No retail mania, no “when Lambo,” just quiet institutional flows
➤ We're in the midst of the great debasement trade and resurgence of apolitical money
➤ Market structure is also shifting—ETFs, funds, and corporates dominate
And yet, it feels like the bull market everyone’s sleeping through.
@joakimbook Stablecoins are quietly turning crypto into a new layer of U.S. dollar dominance.
➤ Tether earns billions with ~17 employees
➤ Every USDT minted strengthens demand for Treasuries
➤ Circle and US banks all want in
The global dollar system is quickly migrating onchain
@joakimbook The halving narrative may be dead.
➤ Issuance is too small to matter
➤ Institutional behavior, not miner supply, drives price
➤ 4-year cycles may be a relic of the past
Bitcoin's patterns will continue to evolve as it is financialized
@joakimbook #Bitcoin & crypto have matured:
➤ Prediction markets are merging with Wall St.
➤ Governments are hoarding BTC while media lags
➤ Stablecoins are reshaping the dollar system
➤ The 4-year cycle is fading at the hands of financialization
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