Satoshitalks

Wild math check on Greenland:
If Trump’s offer was $100K per person, acquiring Greenland would cost the U.S. roughly $5.7B total.
For scale: that’s a rounding error in the federal budget.
Geopolitics isn’t expensive — indecision is.

#Bitcoin slipped back below $90,000 after the early-2026 rally.
Quick recap:
$BTC briefly neared $95K
~$1.2B spot ETF inflows in first 2 trading days
Price cooled despite strong flows
Flows are leading. Price is lagging.

🚨 @ just expanded into TradFi perps.
What launched:
Gold perpetuals (XAUUSDT)
Silver perpetuals (XAGUSDT)
24/7 trading with crypto collateral
Crypto rails absorbing traditional markets.

🚨 #Zcash developer shake-up.
What we know so far:
Entire dev team resigned
Dispute with Bootstrap governance board
Protocol itself remains unaffected
$ZEC down ~10% on the news
Governance risk matters — even when code doesn’t break.

🚨 JUST IN: Bloomberg says “spot #Bitcoin ETFs are coming into 2026 like a lion.” 🦁
Is this the catalyst $BTC been waiting for?

Gold & silver reclaim the top market-cap ranks.
Quick list update:
1. #Gold market cap: $31.1T
2. #Silver briefly > Nvidia
Back-and-forth since December
Precious metals flexing while tech cools.

Unpopular opinion list:
1. $Sui is scaling fast
2. Ecosystem TVL keeps rising
3. Real users > real narratives
At $10, $SUI could still be cheap for this cycle.
Do you fade innovation or back it?

🚨 Morgan Stanley just filed for two new crypto ETFs.
What’s coming:
A spot Bitcoin-tracking ETF
A Solana-tracking ETF
Expansion of TradFi crypto access
Another Wall Street gateway opens wider

Bitcoin ETFs are starting 2026 strong.
What the data shows:
$697M net inflows Monday
Largest daily inflows since early October
2026 inflows already >$1.16B
Sentiment improving into the new year
Flows flip before price follows.

🚨 JUST IN: #Bitcoin hits $94,000.
What’s driving the move:
+7.5% since January
Renewed whale confidence
Low volume = room to run
$BTC

Crypto is starting 2026 on the sidelines.
Current setup:
Stocks & precious metals near ATHs
Bitcoin rejected ~$90K again
January rate cuts not priced in
Macro flows still favor TradFi
Liquidity moves last — but it moves hardest.

RWA is the top-performing crypto narrative of 2025.
YTD by sector:
RWA: +185.8% avg
• @KeetaNetwork +1,794%
• @Zebec_HQ +217%
• @maplefinance +123%
Layer 1: +80.3% avg
Everything else is red.
RWA & L1 are the only narratives with back-to-back profitable years.

Most people miss this about silver.
~60% of global silver demand is industrial.
That means higher silver prices don’t just hit investors — they hit products.
If demand tightens, costs show up downstream.
2026 could make that very visible.

📈 Rising Stars of the Week
Projects under $100M market cap with the strongest weekly growth:
$ORE +90.3%
$WHITEWHALE +57.5%
$NEIRO +43.5%
$VVV +40.4%
$SHX +37.2%
$BOME +35.9%