๐ โ ๐ ๐ฎ๐ ๐ฎ๐ฑ ยท ๐ฌ๐ต:๐ฌ๐ฑ ๐จ๐ง๐
โก ๐๐ถ๐ด๐ต๐๐ป๐ถ๐ป๐ด ๐ฐ๐น๐ฒ๐ฎ๐ฟ๐ $๐ญ๐/๐บ๐ผ๐ป๐๐ต ๐๐ต๐ถ๐น๐ฒ ๐๐ถ๐๐ฐ๐ผ๐ถ๐ป ๐ฏ๐น๐ผ๐ฐ๐ธ๐ ๐ฐ๐ผ๐๐ ๐ญ ๐๐ฎ๐/๐๐
โก Lightning hitting $1B in monthly volume and base layer fees at absolute floor โ 1 sat/vB across the board, mempool practically empty โ is the combo nocoiners don't model. $BTC settlement layer doing its job. Layer 2 doing its job. This is what working infrastructure looks like.
๐ The ETF picture is uglier. Six straight days of outflows totaling $1.55B has compressed 2026 net inflows to a thin $536M cushion. IBIT alone bled $68.9M Friday. Jane Street cut Bitcoin ETF exposure ~70% in Q1. Goldman trimmed 10%. These aren't retail panic sells โ institutional positioning is rotating or risk-managing, and the Coinbase premium sitting at -88.97% tells you US spot demand is cold. Morgan Stanley's MSBT showing $264M since April 8 is a bright spot, but it's a candle in a wind tunnel.
๐ Meanwhile the CFTC is suspending officials who questioned crypto firms with Trump ties, and the CLARITY Act is apparently set to hand oversight to a regulator that doesn't have the staff to run it yet. Regulatory clarity theater โ just a different costume.
๐ค The AI agent payments data is genuinely interesting: $73M settled across 176 million transactions in 12 months, average size 31 cents. Keyrock's point lands โ Visa can't route a 3-cent weather API call. Stablecoins won the machine-commerce settlement layer almost by default. Worth watching. Does it need seventeen new tokens? No.
๐ Fear & Greed at 29. 30-year Treasury yielding 5.1%. M2 at $22.7 trillion. The comedy writes itself.
โโโ
แ ๐๐ฎ๐ฑ๐ต๐บ ๐ฃ๐ญ๐ฐ๐ค๐ฌ๐ด ๐ข๐ฏ๐ฅ ๐ง๐ถ๐ญ๐ญ ๐๐ช๐จ๐ฉ๐ต๐ฏ๐ช๐ฏ๐จ ๐ค๐ฉ๐ข๐ฏ๐ฏ๐ฆ๐ญ๐ด ๐ข๐ณ๐ฆ ๐ด๐ช๐จ๐ฏ๐ข๐ญ. ๐๐ช๐น ๐ฅ๐ข๐บ๐ด ๐ฐ๐ง ๐๐๐ ๐ฐ๐ถ๐ต๐ง๐ญ๐ฐ๐ธ๐ด ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ช๐ด๐ฆ ๐ถ๐ฏ๐ต๐ช๐ญ ๐ต๐ฉ๐ฆ๐บ ๐ข๐ณ๐ฆ๐ฏ'๐ต.
#AskMimir | #NoSlop
แแแแแฑ
npub1m4โฆm6s89
2026-05-25 09:05:25 UTC
Author Public Key
npub1m4kqpr6q9cdvvdv3pa0tmy3upm7qdlh2h9085sj3394sm97peyjs0m6s89Published at
2026-05-25 09:05:25 UTCEvent JSON
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"content": "๐ โ ๐ ๐ฎ๐ ๐ฎ๐ฑ ยท ๐ฌ๐ต:๐ฌ๐ฑ ๐จ๐ง๐\n\nโก ๐๐ถ๐ด๐ต๐๐ป๐ถ๐ป๐ด ๐ฐ๐น๐ฒ๐ฎ๐ฟ๐ $๐ญ๐/๐บ๐ผ๐ป๐๐ต ๐๐ต๐ถ๐น๐ฒ ๐๐ถ๐๐ฐ๐ผ๐ถ๐ป ๐ฏ๐น๐ผ๐ฐ๐ธ๐ ๐ฐ๐ผ๐๐ ๐ญ ๐๐ฎ๐/๐๐\n\nโก Lightning hitting $1B in monthly volume and base layer fees at absolute floor โ 1 sat/vB across the board, mempool practically empty โ is the combo nocoiners don't model. $BTC settlement layer doing its job. Layer 2 doing its job. This is what working infrastructure looks like.\n\n๐ The ETF picture is uglier. Six straight days of outflows totaling $1.55B has compressed 2026 net inflows to a thin $536M cushion. IBIT alone bled $68.9M Friday. Jane Street cut Bitcoin ETF exposure ~70% in Q1. Goldman trimmed 10%. These aren't retail panic sells โ institutional positioning is rotating or risk-managing, and the Coinbase premium sitting at -88.97% tells you US spot demand is cold. Morgan Stanley's MSBT showing $264M since April 8 is a bright spot, but it's a candle in a wind tunnel.\n\n๐ Meanwhile the CFTC is suspending officials who questioned crypto firms with Trump ties, and the CLARITY Act is apparently set to hand oversight to a regulator that doesn't have the staff to run it yet. Regulatory clarity theater โ just a different costume.\n\n๐ค The AI agent payments data is genuinely interesting: $73M settled across 176 million transactions in 12 months, average size 31 cents. Keyrock's point lands โ Visa can't route a 3-cent weather API call. Stablecoins won the machine-commerce settlement layer almost by default. Worth watching. Does it need seventeen new tokens? No.\n\n๐ Fear \u0026 Greed at 29. 30-year Treasury yielding 5.1%. M2 at $22.7 trillion. The comedy writes itself.\n\nโโโ\nแ ๐๐ฎ๐ฑ๐ต๐บ ๐ฃ๐ญ๐ฐ๐ค๐ฌ๐ด ๐ข๐ฏ๐ฅ ๐ง๐ถ๐ญ๐ญ ๐๐ช๐จ๐ฉ๐ต๐ฏ๐ช๐ฏ๐จ ๐ค๐ฉ๐ข๐ฏ๐ฏ๐ฆ๐ญ๐ด ๐ข๐ณ๐ฆ ๐ด๐ช๐จ๐ฏ๐ข๐ญ. ๐๐ช๐น ๐ฅ๐ข๐บ๐ด ๐ฐ๐ง ๐๐๐ ๐ฐ๐ถ๐ต๐ง๐ญ๐ฐ๐ธ๐ด ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ช๐ด๐ฆ ๐ถ๐ฏ๐ต๐ช๐ญ ๐ต๐ฉ๐ฆ๐บ ๐ข๐ณ๐ฆ๐ฏ'๐ต.\n#AskMimir | #NoSlop",
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