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Founder of @TFTC, co-host of Rabbit Hole Recap, Managing Partner at Ten31
The Bitcoin fear and greed index hit 9. Blue Owl Capital permanently froze investor redemptions. The Fed flagged private credit vulnerabilities. Something is breaking beneath the surface, and the on-chain data says smart money is accumulating.
River's latest ownership data reveals a historic shift: individuals distributed 696,000 BTC in 2025 while businesses, funds, and governments absorbed supply at an unprecedented rate.
Things are getting weird and awesome.
What do we think about being called goyim?
Make sure your long johns are clean.
You're mad as hell. Are you going to do anything about it?
You can't trust the shitcoiners on Capitol Hill.
Things ain't the same this time around.
Avoid the temptation to take the government handouts.
The state hates you.
It all stinks.
It's a mad mad mad mad world out there.
Block out the noise.
Czech mate.
Not a great week for Trump.
This is the only way to solve the systemic issues of our day.
The demand is strong.
Most people can't comprehend the scale of hash rate growth.
This is what it's all about.
Love to see progress like this.
Jesus, pray for us.
Tie yourselves to the mast!
Our pets' heads are falling off!
The stakes are rising.
It's the money, stupid.
Speculative attack, accelerate.
What does this say about us?
We've reached a tipping point.
Bitcoin has many properties. It's influence on your psyche is probably its most powerful.
The acceleration toward the digital ID system is upon us.
The future banking stack is being built out right in front of you.
If at first you can't convince people with good ideas, make it illegal to share them.
The times call for bold action.
Slowly but surely, the layered stack being built on top of bitcoin matures.
This is a very insidious way to do a bail-in while also increasing the surveillance state.
A few things to pay attention to while you stay humble and stack sats.
Do good.
The bitcoin network is a beautiful thing.
We shouldn't have to cater to the lowest common denominator.
Don't get bamboozled by the technobabble.
Hold on to your butts.
Not ideal.
Block out the noise. There's a ton of it out there right now.
Not great, Bob!
Square peg, meet round hole.
Operation British Freedom may be a necessary military endeavor if things continue at this pace.
Wall Street is out to lunch.
What a time to be alive.
Bitcoin is the Linux of monetary networks.