Big
Paper bitcoin sets the quote. Real bitcoin sets the Outcome.
People think bitcoin trades on “~20M coins”.
It doesn’t.
It trades on the marginal inventory.
Feb 23, 2026:
Mined supply: 19.99m BTC
Illiquid (rarely sells): 13.48m
BTC sitting on exchanges: 3.02M ← the inventory pile
The mismatch:
U.S. spot ETFs: ~1.26M BTC ≈ 42% of all exchange inventory
Strategy: 713,502 BTC
ETFs + Strategy: ~1.97M BTC ≈ 65% of exchange inventory
First Principles:
Derivatives can push the quote around short-term (leverage + liquidations).
But sustained moves require spot absorption.
And spot has to come from that same exchange liquidity pile.
Paper can’t deliver coins.
Every short is a future buy… and the buy has to come from that same 3.02M BTC pile.
Bull case:
When leverage is washed out and net spot demand flips positive, price must rise until new sellers appear.
This is how you get an upside squeeze: a thin sellable float meeting renewed bids.
International Crypto Asset Ninja retweeted
In 2014, I bid $632 for Bitcoin when the market price was $618.
I bought around 30,000 BTC at the US Marshals auction.
The possibility of a different financial system drew me in. If Bitcoin transformed the world economy, the difference between $618 and $632 would barely matter.
I shared that story with @ Yahia Amin in a conversation about the dollar and Bitcoin.
Thank you, Yahia, for bringing this conversation to your Bengali-speaking audience.
Listen to the full interview:
facebook.com/reel/3977494819…
International Crypto Asset Ninja retweeted
Coinbase CEO: North Korean Hackers Seek Remote Jobs to Infiltrate Crypto Firms (ARCHIVE FOOTAGE)
Recent crypto platform hacks have renewed attention on North Korean infiltration tactics. In an interview with Stripe @stripe on August 20, 2025, Coinbase co-founder and CEO Brian Armstrong @brian_armstrong said many North Korean operatives were seeking remote jobs at crypto firms, some receiving off-camera coaching during video interviews.
Coinbase responded by requiring in-person US orientation and stronger identity checks for sensitive system access. He also revealed that attackers had offered support staff hundreds of thousands of dollars to smuggle in phones and photograph screens. Coinbase tightened support staff access and offered a $20 million reward for information leading to the arrest or conviction of those responsible.
International Crypto Asset Ninja retweeted
🚨 UPDATE: Intel leads the S&P 500’s worst-performing stocks in Q4, plunging 56.5%, with tech companies accounting for 35 of the 50 biggest losers through Nov. 5, per Fiscalai.
International Crypto Asset Ninja retweeted
🇺🇸 CNBC REPORTS TO MILLIONS OF VIEWERS THAT AMERICANS CAN NOW USE #BITCOIN TO QUALIFY FOR HOME MORTGAGES
THE $130 TRILLION US HOUSING MARKET IS NOW OPENING TO BTC
NOT PRICED IN 🚀
International Crypto Asset Ninja retweeted
Currency resets, explained.
This will be the most important thread you read about US dollar today.
International Crypto Asset Ninja retweeted
2017 had around 1,300 listed coins.
2021 had roughly 7,500.
By 2026, over 90 MILLION tokens had been created. Most of them are already dead or worthless.
And people are STILL waiting for some magical 2021-style altseason where every random shitcoin pumps.
I’m telling you, that’s never happening again.
International Crypto Asset Ninja retweeted
$Doge is still hanging in there better than expected.
This squeeze won’t last long.
Ape more Doge 🔥
International Crypto Asset Ninja retweeted
🇧🇷 NUBANK HALTS CRYPTO DEPOSITS AND WITHDRAWALS AFTER AN EXTERNAL PROVIDER OUTAGE
Brazilian digital bank Nubank said Friday it temporarily suspended cryptocurrency deposits and withdrawals because of instability at an unnamed external data provider that verifies transactions.
The problem is not in Nubank's own systems, the bank said, and customer assets and information remain protected. Other crypto products in the app, including buying and selling, are still working.
Mercado Pago separately said it blocked some crypto transfers to external wallets after an incident at a risk-monitoring and anti-money laundering provider. Neither company named the vendor or gave a resume time.
International Crypto Asset Ninja retweeted
Our new unified website brings the entire Telcoin ecosystem together in one place. Read more about the journey.
International Crypto Asset Ninja retweeted
BREAKING: 🇯🇵 128 Shinkin banks in western Japan, used by local residents and small businesses, suffered a major outage today.
Customers couldn’t withdraw cash, make online transfers or even transact at bank counters across 3,430 branches.
Shinkin Central Bank apologised, blaming an equipment failure, not a cyberattack, and services have now been restored.
International Crypto Asset Ninja retweeted
🚨 ONE BANK FAILURE HAS NOW TURNED INTO A NATIONAL CRISIS IN PARAGUAY.
24 hours ago, the central bank shut down ueno bank, a bank used by 60% of the country's adults.
Now the damage is spreading.
• 13 mutual funds run by 5 different firms have frozen withdrawals because their money was invested in ueno
• Trading in all of ueno's bonds has been suspended
• $380M from the state pension fund is stuck, along with money from the state power company and the Itaipú dam
• 2 out of every 3 card payments at big stores ran through ueno, and Paraguay's main importers' association says retail is now "semi paralyzed"
Customers can only get back up to $1,700 for now, with no date given.
The political fallout is just as big.
The central bank chief, who used to run ueno, has resigned. President Peña cancelled a foreign trip to deal with the crisis, and authorities have ordered the arrest of 8 bank executives.
The anger has now reached the streets and Widespread protests are happening now.
The central bank says this is a one-off.
But in October, Paraguay's 14 private banks had already asked it to report on the solvency of other lenders.
BREAKING: A major bank in Paraguay has failed, leaving nearly 60% of the country's adult population unable to access their accounts.
Ueno Bank has around 3 MILLION customers and $2.8 BILLION in deposits, including hundreds of millions in public funds.
The central bank has taken emergency control after the bank's financial condition collapsed, freezing withdrawals, transfers and card payments.
International Crypto Asset Ninja retweeted
JUST IN: 🇺🇸 Samsung Wallet officially launches $USDC crypto stablecoin trading and transfers for 82 million compatible Galaxy devices in the US.
International Crypto Asset Ninja retweeted
$BTC
Buy 500 days before the halving.
Sell 500 days after the halving.
It's that simple.
Yes, per Stand With Crypto’s live tracker: 226 House + 19 Senate = 245 pro-crypto winners so far. That’s 68.2% of the 359 winners they’ve rated pro or anti (out of ~429 races called). Figures remain unofficial until certification.
International Crypto Asset Ninja retweeted
There are no sellers left in crypto.
* 3.7% inflation print >> Doesn't matter
* AI bubble bursting >> Doesn't matter
* Binance hack >> Doesn't matter
* Election tsunami >> Doesn't matter
International Crypto Asset Ninja retweeted
We called it.
MASS TOKENIZATION is officially here.
Morgan Stanley, with $10.5 TRILLION in client assets, has started tokenizing U.S. stocks and Treasurys through DTCC.
This creates digital tokens investors can move onchain between wallets, much like crypto.
Morgan Stanley is among the first banks to use the service and one of 20 firms that signed up for access.
1. Alpaca
2. Apex Clearing Corporation
3. Barclays
4. Bank of America
5. BNP Paribas
6. Brown Brothers Harriman
7. Citadel Securities
8. Citi
9. Clear Street
10. DriveWealth
11. Edward Jones
12. Fidelity Investments
13. Interchange Clearing
14. J.P. Morgan
15. Marex
16. Mirae Asset Securities (USA) Inc.
17. Morgan Stanley
18. State Street
19. UBS
20. Velocity Capital LLC
Nobody is paying attention to this.
"MASS TOKENIZATION" is coming, and most people have no idea what's coming.
1. The $115T stock market will be tokenized
2. The $117T bond market will be tokenized
3. $390T real-estate will be tokenized
4. $26T+ in gold will be tokenized
5. $15T in private funds will be tokenized
6. US government debt will go digital
7. Private loans will go digital
8. Arts and collectibles will go digital
9. Roads and power plants will go digital
10. $7T/year Insurance industry will go digital
11. Every firm will have their OWN onchain product
12. Companies launch their shares onchain
13. Stablecoins, moving $7.3T a month, become the normal way to move money
14. Markets stop closing, running 24/7
15. Settlement drops from T+1 to seconds
16. Money and assets cross borders without correspondent banks
17. Everything you own becomes something you can borrow against
18. Finally, crypto and tradfi become the same market
8.2 BILLION people on Earth will use it without knowing.
International Crypto Asset Ninja retweeted
Nobody is paying attention to this.
"MASS TOKENIZATION" is coming, and most people have no idea what's coming.
1. The $115T stock market will be tokenized
2. The $117T bond market will be tokenized
3. $390T real-estate will be tokenized
4. $26T+ in gold will be tokenized
5. $15T in private funds will be tokenized
6. US government debt will go digital
7. Private loans will go digital
8. Arts and collectibles will go digital
9. Roads and power plants will go digital
10. $7T/year Insurance industry will go digital
11. Every firm will have their OWN onchain product
12. Companies launch their shares onchain
13. Stablecoins, moving $7.3T a month, become the normal way to move money
14. Markets stop closing, running 24/7
15. Settlement drops from T+1 to seconds
16. Money and assets cross borders without correspondent banks
17. Everything you own becomes something you can borrow against
18. Finally, crypto and tradfi become the same market
8.2 BILLION people on Earth will use it without knowing.










































