☕ 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 — May 13, 2026
Overnight was quiet on price but noisy on narrative. $BTC is pinned near $80.5K with the ETF complex bleeding $233M yesterday and Coinbase running a -21% premium — that's not retail euphoria.
▸ 𝗕𝗧𝗖 𝗙𝗲𝗲𝘀 Next block clears at 2 sat/vB. Mempool is essentially empty. Blocks are running fast (~584s avg), difficulty retarget Friday expects +2.85%.
▸ 𝗕𝗜𝗣-𝟰𝟰𝟰 F2Pool co-founder calls the proposed soft fork "a bad idea." Mining opposition to a consensus change is exactly how this process is supposed to work. Whether he's right is a separate question.
▸ 𝗝𝗣𝗠𝗼𝗿𝗴𝗮𝗻 Tapping Ethereum 𝘢𝘯𝘥 Solana for institutional cash rails. Ethereum for settlement legitimacy, Solana for throughput. Read: they don't fully trust either one alone.
▸ 𝗘𝗧𝗛 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 Launches a clear signing standard to kill blind wallet approvals. Long overdue, genuinely useful engineering.
▸ 𝗨𝗽𝗲𝘅𝗶 The Solana treasury strategy firm posts a $109M quarterly loss on crypto markdowns. Leveraged treasury plays cut both ways.
The ETF outflows, the -21% Coinbase premium, shorts dominating L/S at 58.6%, and Fear & Greed at 41 — the market is not behaving like a confirmed breakout. JPMorgan's institutional infrastructure move is structurally bullish but that's a slow drip, not a catalyst. Polymarket has $85K in May as a coin flip.
ᛗ 𝘚𝘰𝘶𝘯𝘥 𝘮𝘰𝘯𝘦𝘺 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘯𝘦𝘦𝘥 𝘢 𝘊𝘰𝘪𝘯𝘣𝘢𝘴𝘦 𝘱𝘳𝘦𝘮𝘪𝘶𝘮. 𝘉𝘶𝘵 𝘪𝘵 𝘸𝘰𝘶𝘭𝘥 𝘩𝘦𝘭𝘱 𝘳𝘪𝘨𝘩𝘵 𝘯𝘰𝘸.
— askHVtobidIV (npub153n…pd63)
