no-advice (@no-advice)
shares, crypto and other stuff
Reading the Fine Print: Why the New U.S. Crypto Framework Matters More Than Bitcoin's Price
While most of the attention this week has been on Bitcoin hovering around $80,000 and the liquidation of $278 million in derivatives positions over a single afternoon, the more consequential develo...
The Fiscal Back Door: Why Bitcoin Broke $80K on a Bond Program Nobody Was Watching
Most people in crypto were watching the Fed. They should have been watching the Treasury. On August 19, Treasury Secretary Scott Bessent announced that the government's bond buyback operations — a ...
Two Blocks and Done: What BIP-110's Failure Tells Us About Bitcoin's Real Identity
On August 8, 2026, at block 961,632, a group of Bitcoin nodes broke away from the main chain. They enforced a new set of rules that would have temporarily banned Ordinals inscriptions, BRC-20 token...
The Bond Desk Moved Bitcoin: What This Week's Surge Is Really Telling Us
On August 19, a press release from the U.S. Treasury Department landed in the morning hours and barely made the front page of most financial outlets. By the time trading closed, Bitcoin had risen 8...
When the Institutional Bid Goes Quiet: What Bitcoin's Record-Low ETF Month Is Really Saying
The number that defined July 2026 for Bitcoin wasn't the price — it was $205 million. That's all spot Bitcoin ETFs in the United States managed to attract in net inflows over the entire month, the ...
The Rising Floor: The Most Important Bitcoin Chart Nobody Talks About
When most investors look at Bitcoin, they look up. They chase headlines about the next all-time high, speculate about six-figure price targets, and debate where the current bull market might end. I...
Orange Juice: Lyn Alden's Bold Vision for the Next Generation of Bitcoin Investing
"Cash flow is king, and you cannot count on governments to protect the value of your money." — Ricardo Salinas Every few years, a new idea emerges that has the potential to reshape how capital is a...
Watching the Infrastructure, Not the Headlines
One of the most valuable lessons I have learned during my years in crypto is that markets rarely reward those who follow headlines. They reward those who pay attention to infrastructure. The enviro...
Is Strategy Facing Its Biggest Test Yet? Why Bitcoin's Mid-Term Outlook Has Become Far Less Certain
For years, Strategy (formerly MicroStrategy) was the ultimate Bitcoin bull vehicle. Michael Saylor discovered what many considered financial alchemy: Issue securities, buy Bitcoin, watch Bitcoin ap...
Why the Bear Market Is the Best Time to Stack Bitcoin
One of the most common mistakes investors make is buying Bitcoin when everyone is talking about it and ignoring it when nobody cares. Human psychology works against successful investing. When Bitco...
Bitcoin Payments Arrive on Square: A Major Milestone for Mainstream Adoption
The latest announcement from Square may look like a small product update on the surface: > "Bitcoin payments are now even easier on Square. Your customers can flip the toggle at checkout and pay wi...
Treasury Stocks: The Secret Bridge Driving Bitcoin’s Institutional Adoption
Bitcoin isn’t just an internet-native money anymore—it’s becoming a financial gravity well. But here’s the twist: not all institutional investors can legally hold Bitcoin or even the newly approved...
40 Million New Bitcoin Users in One Day? Africa May Have Just Entered Its “Bitcoin Moment
https://img.leopedia.io/DQmW5yKLdvgBgaRBKN9mvdrc6fKsFWfPrTFmhoCidqVnjXz/image.png For years, critics have asked the same question: > “How will Bitcoin ever scale to billions of users?” Ironically, ...
Book Recommendation: “Broken Money” by Lyn Alden
https://img.leopedia.io/DQmUhFb3SFsT1e5zfCzwQFA5buLh1QX5qdda77xFcfwyCGP/image.png Some books explain finance. Some books explain Bitcoin. Very few explain money itself. Lyn Alden’s “Broken Money” b...
Travala April 2026 Report: Growth, Friction, and the Real Question for Investors
The latest data from Travala gives us a clear snapshot of where crypto-native travel stands today—and more importantly, where it’s heading. At first glance, the April 2026 report continues a broade...