The perception of reality is more real than reality itself ~ Billionaire Boys Club
Or be like me VPN to phone home, block outbound requests, set nodes to your home nodes
I think this was the first time I pinged you but I appreciate the work you put in! 🫡
For anywhere I can start looking?
2 hours ago: 10x long XMR/USDT @ $341.69
đź‘€ Interesting since Cake is a huge player in Monero
Got*
With a declining security and increase in centralization, yes it can
This won’t be popular. Maybe you need a Monero? From Shanaka Anslem Perera on X The Silent Seizure of Bitcoin Has Already Begun What took governments 15 years to fail at through regulation, Wall Street accomplished in 18 months through optimization. The numbers don’t lie … they scream: BlackRock’s IBIT alone: 802,000 Bitcoin. That’s 4% of all Bitcoin ever mineable, held by one entity. Total US spot ETFs control 1.25 million BTC … 6.3% of circulating supply … concentrated in Coinbase vaults. Since July’s SEC approval of in-kind transfers, over $3 billion in Bitcoin has moved from self-custody to institutional control, enabling 20-37% tax deferral while capturing an additional 5-7% of supply within 12 months. Here’s what nobody’s connecting: On-chain transaction volume has collapsed 15% since Q2. Addresses holding more than 1 BTC are declining 8% quarterly …. the first reversal in Bitcoin’s 15-year history. Economic nodes dropped from 60,000 to 52,000. The Lightning Network has stagnated. Fee revenue is evaporating while mining costs remain fixed, threatening network security itself. Meanwhile, 30-day volatility compressed from 45% to 38% … projected to hit 30-35% by 2026. This mirrors gold’s trajectory post-ETF launch: 40% volatility reduction in three years, 30% supply centralization by 2010. The mechanism is surgical: Low-basis whales swap Bitcoin for ETF shares tax-free. Custody transfers to Coinbase. Supply disappears from circulation. Price discovery fragments … spot markets now represent just 45% of volume, down from 80%, while CME and ETF flows dominate at 55% combined. But here’s the systemic risk nobody’s pricing in: ETF sponsors retain sole discretion to select the “valid” chain in protocol forks. When custodians controlling 6-10% of supply signal their preference, they effectively veto contentious upgrades … privacy enhancements, scaling improvements, anything non-compliant with AML regulations. This isn’t theoretical. Bitcoin Cash’s 2017-2018 forks left 16-17% of nodes stranded when economic majority chose differently. The parallels to 1933 are haunting: FDR’s Executive Order 6102 confiscated gold at $20.67, then revalued to $35 …. a 69% wealth transfer. The mechanism? Centralized custody. Today’s ETFs create identical seizure vectors, but the confiscation is voluntary, incentivized, and irreversible. Top four mining pools control 55% of hashrate. US geographic concentration sits at 45%. AWS hosts 75% of relay infrastructure. The 51% attack vector has quietly shifted from nation-state adversary to state-custodian cooperation. We’re witnessing the transformation of rebel money into spreadsheet collateral. Bitcoin’s success as a reserve asset is simultaneously its failure as sovereign money. Arrow’s impossibility theorem proves itself at scale: you cannot have decentralization, institutional adoption, and protocol sovereignty simultaneously. By 2030, projections show 70% supply capture by compliant custody. Price may hit $200,000+. Volatility may compress to equity-like levels. But the asset that reaches that milestone won’t be the Bitcoin that started this revolution. The speciation has already begun: BTF (Bitcoin TradFi) versus BTS (Bitcoin Sovereign) …. two chains, two visions, two incompatible futures. What matters now: custody concentration above 10% triggers protocol ossification. A custodian hack exceeding $5 billion reverses the trend. Bitcoin below $50,000 forces mass redemptions and self-custody resurgence. The choice crystallizes: allocate 50-70% to self-custody for sovereignty, 30-50% to ETFs for liquidity …. but understand that threshold risk at 20% concentration signals the point of no return. This isn’t evolution or corruption. It’s something more profound: proof that scale itself is incompatible with pure decentralization. The question isn’t whether Bitcoin will be captured .. it’s whether what remains after capture still deserves the name.
could I get a listing on the Monero list?
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