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Things seem shaky in crypto right now. Prices slipped below important points, losses added up quickly, then mood shifted downward just as fast. Yet here and there, hope pops up some U.S. states are looking again at holding Bitcoin officially even though officials elsewhere remain wary. A mixed picture holds together, barely. Funny how quiet it gets right before something actually moves. Seems the crowd's not buying whispers anymore, only proof will do now

I watched his CES keynote and honestly, it felt less like a tech presentation and more like a revival meeting. At some point, founder confidence starts to blur into founder worship. Every product is framed like it’s here to “save the world,” and the crowd eats it up. Maybe I’m cynical, but this CES is giving me serious déjà vu. It feels a lot like pre–dot-com bubble days just swap “web-enabled” with “AI-enabled” and call it innovation. Am I alone in feeling the fatigue, or am I officially becoming the old guy yelling at clouds?

With Trump openly pushing for 1% rates at today’s inflation and jobs levels, the setup is getting interesting. If AI and ML keep boosting productivity, deflation isn’t off the table this year. That would give the Fed serious room to ease especially with a new Fed Chair likely coming in.

In a QE/ZIRP-style environment, money supply growth matters more than ever. One name I’m watching closely is Circle (USDC issuer). It’s basically a leveraged bet on monetary expansion. Down ~70% from post-IPO hype and mostly forgotten, but if liquidity floods the system again, their model could scale insanely fast. Curious what others are watching.

Excitement hums through the air when altcoins start moving once more. Still, most cash stays parked in Bitcoin and big names. This pause says something real people need proof before they jump. Hopes aren’t enough on their own. Waiting shapes alt seasons more than dreams do. Money moves first, everything else follows. Silence between trades often says the most

President Trump is accelerating the U.S. retreat from global climate cooperation, signaling a sharp pivot toward domestic priorities and traditional energy. The administration is stepping back from multiple international climate and environmental commitments, reinforcing a strategy focused on energy independence, deregulation, and fossil fuel production. Supporters argue this strengthens $US sovereignty and boosts sectors tied to oil, gas, and mining, with companies like $XOM and $CVX often seen as indirect beneficiaries. Critics, however, warn that pulling away from global frameworks could reduce U.S. influence abroad, slow clean-energy innovation, and create long-term economic risks as other countries double down on green investment and climate leadership. The shift highlights a growing divide between short-term economic gains and long-term environmental strategy. Does prioritizing energy dominance today put the $US at a disadvantage in tomorrow’s global economy?

Big banking momentum is building as major U.S. banks expand quarterly crypto services and advisory coverage. $BAC is now advising wealth management clients to allocate up to 4% of their portfolios to digital assets and has initiated coverage on multiple $BTC ETFs. $MS followed by filing for both $BTC and $SOL ETFs, signaling deeper institutional engagement. At the same time, $JPM, $GS, and $SCHW are scaling up crypto trading and custody offerings, while $USB has resumed $BTC custody for institutional asset managers, citing improved regulatory clarity. On the corporate side, crypto exposure is also rising, with mining and infrastructure names like $CORZ seeing positive market reaction. This shift suggests crypto is moving from an experimental allocation to a structured asset class within traditional finance, but is this the early stage of mass institutional adoption, or just cautious positioning?