Pharma got the get-out-of-jail-free card. Profit from unmitigated harm. Now the AI labs want the same deal. Of course they do.
Liability exemptions are never about safety. They are about capture. Socialize the downside, privatize the upside, call it...
@Jamie1Coutts
After an extraordinary two-month rally, altcoin (ex-BTC & ETH) open interest (% of MC) is at the 98th percentile. Altcoin vs. BTC OI ratio is at the 97th percentile. Levels not seen since the 2024 and 2025 altcoin peaks. Meanwhile, BTC & ETH ...
9/29/2026 13:42
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Blockchains spent a decade on one job: cutting friction. It worked. A transaction now earns the network 98% less than in 2021, and that cheap blockspace is what makes the tokenisation wave possible.
But usage is only half the value equation. The oth...
9/28/2026 12:36
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Bear markets sharpen you. During the depths of H1, I did some of my best deep dives for @RealVision. @NEARProtocol is the standout L1 in the new regime for crypto where demand inflection meets supply discipline. By thoughtfully attacking crypto's lar...
9/28/2026 00:17
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The low $ 80k was the biggest cluster of long-term resistance - ETF, True Market Mean, LTH holder avg cost basis (@_Checkmatey_)
Traditional TA; higher High, higher Low
My volatility breakout model: 7/8 previous events since 2016 +41% median 6 month...
9/22/2026 23:48
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We have never seen an altcoin-led crypto recovery off the lows before. I have been writing about the 'shift' at @RealVision this year. This is the thesis
For a decade, crypto's entire focus was scaling the tech to onboard global finance. Token value...
9/21/2026 23:47
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Is crypto back? Everyone who quietly rebranded to AI last year seems to think so. Some thoughts on the market, and on @RealVision.
Tis the season of humble brags on X, so here's mine.
In reality, this was a pretty tough bear market. Crypto had to f...
9/21/2026 09:00
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Always appreciate our chats @_Rob_Wallace
@BitcoinNewsCom does great work
https://t.co/m1KYQ5PaSV
9/17/2026 21:26
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Crypto's internal dollar economy has expanded roughly 14x faster than the real one, and that's after a stablecoin slump this year. Imagine when agents arrive; what will this mean for monetary velocity? A financial era of Machine Velocity
@RealVision ...
9/17/2026 20:21
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Onchain options is the new DeFi vertical.
ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be regularly accounts for 5% of Deribit's volume.
Only the start; tokenisation, v3, all to come.
Covered in @RealVision Pro portfolio since March. https://t.c...
9/17/2026 05:08
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$ETH ETF inflows this month are running close to 30x new supply issued, and at 0.63% of market cap that's about 2x $SOL's flow intensity and 3x $BTC. https://t.co/XoW8iLQdYx
9/16/2026 06:09
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AI is a wonderful thing. It can turn anyone into a backseat expert, and this is my unqualified quip for the week.
Every dollar you spend on prevention returns 5 to 7 dollars. Western governments still spend 22 times more on treating the sickness tha...
9/15/2026 04:53
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