men

london announced two things and the timeline mashed them into one. first, the exchange wants its own uk tokenised equity structures. that's lse trying to keep the share, the rights, and the register. second, payward/kraken will wrap the 100 largest london names as xstocks. 1:1. live in weeks on kraken and the alliance venues, about 110 countries. uk residents are locked out at launch. the token tracks the stock. it is not the stock. you hold a wrapper. london still holds the register. the screenshot everyone will post is "listing on lse 24 in 2027", subject to approval. lse 24 is not 24/7. it is 24/5 with a 30-minute pause at 18:30. the main market stays 08:00-16:30. we're now seeing european exchanges, and in the coming years globally too, push hours closer to 24/7. that tells me the future isn't tokenized assets. they're still very useful though for people who only have crypto wallets and don't want to mess with a broker account.

he sat out 10 weeks and the same 8-K lets them sell btc to build a usd reserve. thats a buyer when he feels like it, not a floor. one treasury is a flow. liquidity can dry up into an election faster than a filing hits the tape

Bitcoin just ran 40% off the July low and stalled at the 50-week. that’s the line. lose it and every bull since 2014 was over. hold it and every bear was over. the 200-day doesn’t close this. 2015 ripped through the 200-day, died at the 50-week, then made one more low. 2018 still maps. feb low, slightly lower summer low, 40% squeeze into the same average. 5700 then. 57k now. 2022 did the same bounce and failed. midterm years print these rallies inside a bear. nothing new. july 1 is when accumulation started. q4 still gets a vote. october keeps showing up. a few weekly closes above the 50-week and i stop being careful. until then the low isn’t confirmed. not here to call the wick. 2027 pays this either way.

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zoom out and bitcoin never even had a bear market

Brian Armstrong says tokenized assets are the next iPhone. Apple didnt predict Uber or Coinbase, the phone just made them possible. same pitch now for finance. the 24/7 part is already getting eaten. nasdaq goes 23 hours a day, 5 days a week from dec 6. sunday 9pm ET through friday 8pm, one hour pause. they already said the 9:30-4 session still sets the official price. we already have tokenized stocks trading when nasdaq is closed. ondo, xstocks, bstocks, coinbase on base. $29.5b in transfers last month on a ~$2.5b market. thats movement, not depth. when the primary is shut the book thins out. price still comes from nasdaq. the primary exchange always leads. tokenized assets do one useful job. they help people who dont have a brokerage and only have a crypto wallet. thats the product. not a new iphone.

There’s way too much begging on Nostr purely because of zaps. Some profiles actually deserve the sats, no question. But the ones that don’t? Absolute flood of them now. It’s getting ridiculous. Zaps will either become the best thing that ever happened to this place… or they’ll quietly destroy it long-term. On other platforms you can’t do something like this because even if they added payment methods between profiles the algorithm dominates and would catch them (not that bots don’t exist there too). It’s more controlled. On Nostr? Not at all.

Gm nostr fam Grok scanned the viral posts on X. 82% pure doom and FUD. When the timeline looks this bleak, crypto is usually near a bottom. Still see room for one more mini downtrend, then a longer grind sideways, and only later the real bull. Plenty of time left. The consolidation is where you want to be buying. Stop obsessing over the exact bottom and just DCA.