Binance reportedly controls ~87% of USD1 supply — about $4.7B out of $5.4B — making it the most concentrated major stablecoin on a single exchange.
USD1 is issued by World Liberty Financial, where a Trump-affiliated LLC owns ~38%. Reserves are invested in U.S. Treasurys (~3.6% yield), with Forbes estimating around $1B boost to Trump’s net worth.
Timeline raised eyebrows: • $40M promo push by Binance • Similar WLFI transfer to Binance wallets • SEC drops Binance lawsuit days after listing • CZ later pardoned
Binance says it’s standard custody practice. World Liberty and the White House deny any conflict of interest.
Due to the crash, I took a basic break, now I'm only investing in crypto investments. Just to highlight, everyone who wants me to invest their money has been waiting for a month, and we're not even receiving payments from large companies. We're only receiving investments from companies that truly understand what we do in the market. #highlight
New partnerships, we will expand our market on the marketing side.... #highlight$BTC
This Content Is For Educational Purposes Only — Not Financial Advice.
We’ve seen situations like this before. And they rarely pass without market impact.
The last time the U.S. government paused operations, Gold moved to new highs.
But if you’re holding other assets:
- Stocks - Crypto - Bonds - Even the U.S. Dollar
You should stay alert right now.
This isn’t about spreading fear — it’s about understanding how markets react during periods of uncertainty.
Here are the pressure points many are overlooking:
– DATA DISRUPTION: Key releases like CPI and jobs reports may be delayed. That reduces short-term visibility for policymakers and risk models.
– CREDIT SENSITIVITY: Credit concerns are already elevated. A shutdown can quickly revive downgrade discussions and push capital into defensive positioning.
– FUNDING TIGHTNESS: Liquidity buffers are thinner than usual. If investors turn cautious, conditions can tighten faster than expected.
– GROWTH DRAG: Each week of disruption can shave roughly 0.2% off GDP. In a fragile backdrop, narratives can shift quickly.
When government operations pause, large investors typically don’t debate — they reduce exposure.
It’s uncomfortable to think about, but ignoring it doesn’t help.
I’ll be closely tracking market reactions and capital flows as this develops.
One thing to note: larger players are already rotating toward lower-risk assets.
Capital preservation becomes the priority in phases like this.
I’ve been navigating markets for over a decade, and my focus right now is risk management.
Stay informed and stay prepared. More updates soon.$BTC
Every time she travels, we end up coming back with some problem or with something even worse, you know? I’ve already explained everything you need to be aware of — basically everything that we’ve been witnessing, going through, and following closely. This isn’t something normal. This is not a normal or common situation at all. Even though we may have to show things as if everything is fine, the reality is not like that. We have to cover things up so we don’t seem a certain way. So my simple idea, my simple point, is exactly why I wrote that message. I didn’t write it with bad intentions or as a direct attack, no. I was simply explaining what I explained to Mana, nothing more.
BREAKING: Vietnam will implement a 0.1% tax on crypto trades, treating digital assets like stocks.
The tax will apply to the total value of each transaction, not just profits, and will treat digital assets the same way as securities. Both residents and non‑residents, including foreign investors, is subject to be taxed.$BTC
While a 40% market dip would send most corporate treasuries into a panic, Forward Industries is using the volatility to scale its 6.9 million #SOL stockpile.
By leveraging an 8.05% staking yield and a $4B shelf offering, they are aggressively accumulating assets at a discount rather than retreating to stablecoins.
This highlights a major shift: Solana-native companies aren't just "HODLing"—they are active network participants.
By treating the blockchain as a productive capital market rather than a static vault, these firms are proving that the next generation of corporate treasuries will be defined by on-chain yield and ecosystem utility, not just price action.
J.P. MORGAN’S LATEST TAKE: WHY BITCOIN OUTSHINES GOLD FOR THE LONG HAUL
J.P. Morgan’s strategists are now favoring #Bitcoin over gold for the long term, and the implications for institutional capital are massive.
🔸 Risk-Adjusted Dominance: As Bitcoin’s volatility cools, it’s becoming a "mathematical peer" to gold, not just a speculative play.
🔸 The $170k Target: By aligning Bitcoin’s risk profile with gold, analysts see a clear path to a six-figure valuation based on portfolio parity.
🔸 Mechanical Adoption: This isn't about "believing" in crypto; it’s a mechanical reallocation of wealth into assets with fixed supply.
The Bottom Line: We are witnessing the demonetization of gold in real-time. Gold has the history, but Bitcoin has the physics for a digital-first economy.$BTC
#CRYPTO MARKET #STRUCTURE BILL SET TO BECOME U.S. “GOLD STANDARD” FOR DIGITAL ASSET REGULATION 🪙
CFTC Chairman Michael Selig said today, that the pending crypto market structure bill will establish a “#goldstandard” for digital asset regulation in the United States.
Speaking on Mornings with Maria, Selig emphasized that the legislation marks a decisive shift away from “regulation by enforcement” toward a clear, rules-based framework.
Selig added that the legislation could reach President #Trump’s desk for signing within the next couple of months 📅#ADPDataDisappoints