Sani, the founder of TimechainIndex, has been David Bailey's primary source and says that1) The Bitcoin believed to be owned in the US Govt wallets is still there2) It is possible that a custodian has performed a swap effectively selling the BTC without leaving an onchain trailhttps://t.co/QPZUpvJLBB ...

🎥 DAVE PORTNOY: At Consensus 2025, @stoolpresidente spilled his bitcoin confession to @jennsanasie and @SamEwen! He bought $2M worth of BTC at $10K, but after the Winklevoss twins' "dumbest explanation"... he sold it all.If he hadn't sold, that $2M would be worth over $23.7 million.👇 ...

RT Ethena Labs (@ethena_labs)For the first time in 6 months average funding across BTC and ETH has broken above baseline funding at 11%The last period we saw funding sustain above these levels in Q4 last year the supply of USDe increased 2.5x in 6 weeksData:https://t.co/wWTQKj2Qug https://t.co/0EUby7YrZD ...

Supply Dynamics - Only 115% of Bitcoin supply remains available for trading [1] - Supply shock is not just a concept, it's a mathematical reality [1] Institutional Adoption - Standard Chartered is launching a spot trading desk [1] - BlackRock has purchased an additional $416 million worth of Bitcoin [1] - 125 publicly listed companies are accumulating Bitcoin [1] - The Federal Reserve has approved bank custody of Bitcoin [1]

Market Trend - Fejau 分析指出，只要关税和资本流动动态持续存在，比特币的上涨趋势可能会继续 [1] - Fejau 认为，在这种环境下，没有充分的理由对比特币结构性看跌 [1]

Bitcoin Is on a Historic Run: Can BTC Keep It Up?► https://t.co/wzVdNtSxca https://t.co/wzVdNtSxca ...

Market Trends - Institutions are doubling down on BTC and ETH [1] - Retail investors are turning to memecoins in the 2025 bull run [1] Company Focus - Wintermute's perspective on the 2025 bull run [1]

BTC at 123K feels nice.I wonder what 124K feels like. https://t.co/clAl8A5vFu ...

The Royal Government of #Bhutan has been accelerating its $BTC sales!In the past 4 days alone, #Bhutan sold 512.84 $BTC($59.47M) — selling every day.They still hold 11,411 $BTC($1.4B).https://t.co/hiNf1ySQhUhttps://t.co/dcqekOeedc https://t.co/b3cQy0ryk8Lookonchain (@lookonchain):The Royal Government of #Bhutan deposited another 100.215 $BTC($11.83M) to #Binance 20 minutes ago.In the past year, #Bhutan has sold 2,262 $BTC ($200.46M) across 6 batches at an average price of $88,612 and still holds 11,611 $BTC ...

BTC at 122K feels nice.I wonder what 123K feels like. https://t.co/cMgeh0AY0O ...