Bitcoin. Stocks. AI. The three themes defining the next decade. Live M-F 12:30 ET with the people actually moving markets || By @21RatesHQ
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Joined June 2025
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Tech Earnings Preview with @JFDI and @FatherOfTrades xitter.cf/i/broadcasts/1YxNrbowo…
🔴 TODAY. 12:30 ET. LIVE ON X.
Bitcoin is on the balance sheet. What happens next?
Bitcoin Treasuries with @punterjeff and @BritishHodl 🧡
The unscripted part only exists live.
What's your one treasury question for them? 🔔👇
xitter.cf/i/broadcasts/1nxeLLvMB…
$META isn't slowing down.
Last night it reported $34.9 billion of capex for Q3 and guided $135 to 145 billion for 2026.
KT called it on Tuesday's show. Nobody in AI wants to slow down, because whoever slows down hands the other side an edge.
Taking a BTC loan? Our friends at @hodlwithLedn are offering .25% off their lowest rates with our link: ledn.io/partner/dailystack
Why did Bitcoin dip overnight? Four pressure points hit at once:
🛢️ Oil climbed again
🇨🇳 Chinese stocks sold off
🇺🇸 The S&P 500 slid too
Risk assets fell together, and Bitcoin went along for the ride.
Which one worries you most?👇
Wednesday: shorts got burned. Bitcoin pushed toward $85K.
Overnight: longs got burned. Back to ~$82K.
~$173M in shorts liquidated on the way up.
~$210M in longs on the way down.
Same market, same trap: leverage built too fast.
Nasdaq futures sliding 1.1% didn't help.
Open interest is still around $23B.
Satoshi Archive #012
Satoshi released his redesigned Bitcoin icons into the public domain. Even the visual identity was something others could reuse and build on.
2010-02-24
Source: bitcointalk.org/index.php?to…
June 16, $NOK was $13.98 and loud on Twitter.
@ProblemSniper didn't buy the hype. The daily had broken its trend line and he called it a bear flag.
Nokia's around $9.25 now, down about 34%. Q3 numbers drop before the US open tomorrow.
Taking a BTC loan? Our friends at @hodlwithLedn are offering .25% off their lowest rates with our link: ledn.io/partner/dailystack
$TXN is more than the TI-83 Plus company.
Father of Trades says TI has been making a bunch of chips for the hyperscalers.
His speculative idea: thanks to their wafer size, they could retrofit existing capacity into memory, where demand can't be met right now.
Taking a BTC loan? Our friends at @hodlwithLedn are offering .25% off their lowest rates with our link: ledn.io/partner/dailystack
Bitcoin on the balance sheet. But what happens next? 👀
Tomorrow, we're getting into Bitcoin Treasuries with @punterjeff and @BritishHODL.
Looking forward to having everyone together again. 🧡
Thursday | 12:30 ET
Live on X. See you there! 🫡
July 28, $TSLA had just closed at $307 after getting wrecked.
@ProblemSniper on the show: Elon is playing 3D chess, there's a long game, and the endgame is a SpaceX Tesla merger.
Tesla's around $385 now, up about 25%. Earnings tonight after the close, Q&A at 5:30 PM ET.
Taking a BTC loan? Our friends at @hodlwithLedn are offering .25% off their lowest rates with our link: ledn.io/partner/dailystack
🧥 THE COAT CHECK PROBLEM
You hand over your coat. You get a ticket: "1 coat, 1:1."
That's L-BTC on Liquid. The ticket is the token, the coat is real bitcoin in a vault run by a federation.
On Sept 6, an attacker exploited a bug and printed about 4,000 tickets with no coats behind them. Then cashed them in for real BTC through SideSwap. About $319M.
About 3,400 BTC came back. Roughly 600 did not.
Where things stand today:
🟢 L-BTC → BTC swaps: working again since Oct 20 via AQUA, BULL Wallet and SideSwap
🔴 Direct federation peg-outs: still paused, no date
🟡 Reserve check (Mempool, Oct 20): 3,632 BTC backing 4,235 L-BTC in circulation. That's ~85.8% covered, a gap of ~602 BTC
The federation says the gap will be closed "in the coming days." Where those coins come from has not been explained.
Blockstream says no signing keys were compromised. The flaw sat in how transactions were validated.
The lesson isn't "Liquid bad."
It's this: holding the keys to the ticket is not the same as holding the coat. Getting real BTC back still runs through a federation or a swap partner.
On-chain Bitcoin has no coat check attendant.
Would you park a larger amount on a federated sidechain after this? 👇
Taking a BTC loan? Our friends at @hodlwithLedn are offering .25% off their lowest rates with our link: ledn.io/partner/dailystack