$ADA
Fading QuicklySnapshot Window: 2026-07-22 01:10 UTC · ← Back to Crypto Overview
Social Momentum Summary
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Verbatim Community Citations & Social Evidence 2 source posts analyzed
"The big story here is the structural change to Bitcoin. It's credit being built on top of Bitcoin. It's instruments getting systemically plugged into how the world works." - Jeff Walton [Spoken audio]: this tweet here there are two problems right now for crypto and specifically bitcoin bulls one marginal liquidity would rather speculate in prediction markets and equity markets and two marginal energy to mine btc is worth 10 to 20 x if reallocated to serving ai tokens these changes feel structural but i could be wrong so this kind of hits at this marginal buyer right is like where is the social energy flowing and it's very clear that a lot of the energy is flown to AI and it's flown to prediction markets and you can definitely see that. Now, what I think he's missing is the fact that Bitcoin is now moving structurally. We're talking about a $1.3 trillion asset. Yes, marginal flows matter. Marginal flows impact additional volume. They impact, you know, how this whole thing moves together. But the big story here is the structural change to Bitcoin. It's credit being built on top of Bitcoin. It's wrapped products being built on top of Bitcoin. It's instruments that are getting systemically plugged into how the world works. Its business is holding Bitcoin as capital. And that to me is a much larger story for Bitcoin's future is how corporations are starting to think about these instruments and build on top of them. And that's really the story of the next decade, in my opinion, is how the structural bid for Bitcoin continues to grow despite different social flows. So for example, the fact that strategy purchased $10 billion of Bitcoin and we purchased nearly $750 million of Bitcoin with our credit instruments, that's a different buyer that has nothing to do with the social energy, maybe a little bit less with the social energy. It's a function of credit quality. It's what we've talked about this entire podcast is bringing additional capital in the door that's
Good investments? In crypto? Oliver @Papervc is not impressed.. [Spoken audio]: What's interesting to you right now in terms of investment? On the crypto side or in general? I want to know in crypto and outside of crypto. In crypto not a lot, if I'm being honest.