The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
A 25-bp Gift from the Fed The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time. With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker a...
Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...
$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
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Trump’s $2.5B Bitcoin Gamble: A Bold "Vault + Clout" Experiment
Support TALK ABOUT WEB3
Trump’s $2.5B Bitcoin Gamble: A Bold "Vault + Clout" Experiment
The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
A 25-bp Gift from the Fed The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time. With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker a...
Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...
$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
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Donald Trump’s signature policy-flip style has resurfaced—this time within his own business empire. Just days after Trump Media & Technology Group (TMTG) denied any such deal, the company confirmed a $2.5 billion Bitcoin purchase plan on May 27. Classic Trump?
The bombshell not only rocked markets but thrust Trump into the center of a new "crypto-political experiment," igniting global debates about power and crypto assets.
Why would a media company make such a massive Bitcoin bet? Let’s dissect the maneuver.
Per the announcement, the $2.5 billion breaks down as:
$1.5B: Raised via common stock issuance
$1B: Raised through zero-coupon convertible notes priced at a 35% premium
This isn’t just a simple buy—it’s a leveraged feedback loop tied to Bitcoin’s price:
If BTC rises → TMTG’s balance sheet strengthens → stock price climbs → note holders profit upon conversion.
If BTC falls → equity holders (and the company) bear the brunt.
The playbook mirrors MicroStrategy’s early moves, but with a twist: This isn’t a tech firm—it’s a media content group betting its future on crypto.
TMTG CEO Devin Nunes framed the move as a hedge against "financial censorship." The subtext? Autonomy from traditional banks and rating agencies—even at the cost of volatility.
The company joins a growing trend:
Firms like Semler Scientific and MetaPlanet now treat BTC as "hard assets."
Even the Czech National Bank plans to add Bitcoin to reserves.
For TMTG, digital assets represent the next-gen corporate treasury strategy.
Here’s the kicker: TMTG isn’t a miner or exchange. How does it profit from Bitcoin exposure?
Answer: Clout meets crypto.
The group already launched meme coins like $TRURM and $MELANIA, leveraging Trump’s IP (despite most holders being underwater).
It’s invested in crypto ETFs, DeFi platform TruthFi, and partnered with Crypto.com and Anchorage Digital for custody.
A 53% stake held in trust ensures centralized control over this content-crypto-finance ecosystem.
In short, TMTG is betting that brand + capital + crypto products can create a self-sustaining flywheel.
1. Trust issues:
TMTG first denied, then confirmed the deal within 24 hours.
Shares dropped 12% post-announcement—investors aren’t fully convinced.
2. Bitcoin’s wild swings:
With BTC volatile at $108K–$110K, TMTG’s billion-dollar position could wreak havoc on its balance sheet.
3. Systemic centralization risks:
Analysts warn that if more firms/countries hoard BTC, 50% of supply could be institution-held by 2045—a systemic risk akin to unregulated shadow banking.
We’re witnessing a media company morph into a digital asset treasury. TMTG’s "vault" serves as:
A store of value
A valuation anchor
A confidence engine
The experiment’s success hinges on:
Bitcoin’s long-term performance
Market acceptance of this IP-to-DeFi pipeline
If MicroStrategy was the "tech company test" for corporate Bitcoin adoption, TMTG is the "IP + finance hybrid test." Win or lose, it begs the question:
Can content companies pivot into decentralized finance giants?
The answer may come sooner than we think.
Key visuals from the original article:
TMTG’s funding structure breakdown
Bitcoin price volatility chart
Institutional BTC accumulation projections
For deeper crypto analysis, follow Plain Blockchain. 🚀
Donald Trump’s signature policy-flip style has resurfaced—this time within his own business empire. Just days after Trump Media & Technology Group (TMTG) denied any such deal, the company confirmed a $2.5 billion Bitcoin purchase plan on May 27. Classic Trump?
The bombshell not only rocked markets but thrust Trump into the center of a new "crypto-political experiment," igniting global debates about power and crypto assets.
Why would a media company make such a massive Bitcoin bet? Let’s dissect the maneuver.
Per the announcement, the $2.5 billion breaks down as:
$1.5B: Raised via common stock issuance
$1B: Raised through zero-coupon convertible notes priced at a 35% premium
This isn’t just a simple buy—it’s a leveraged feedback loop tied to Bitcoin’s price:
If BTC rises → TMTG’s balance sheet strengthens → stock price climbs → note holders profit upon conversion.
If BTC falls → equity holders (and the company) bear the brunt.
The playbook mirrors MicroStrategy’s early moves, but with a twist: This isn’t a tech firm—it’s a media content group betting its future on crypto.
TMTG CEO Devin Nunes framed the move as a hedge against "financial censorship." The subtext? Autonomy from traditional banks and rating agencies—even at the cost of volatility.
The company joins a growing trend:
Firms like Semler Scientific and MetaPlanet now treat BTC as "hard assets."
Even the Czech National Bank plans to add Bitcoin to reserves.
For TMTG, digital assets represent the next-gen corporate treasury strategy.
Here’s the kicker: TMTG isn’t a miner or exchange. How does it profit from Bitcoin exposure?
Answer: Clout meets crypto.
The group already launched meme coins like $TRURM and $MELANIA, leveraging Trump’s IP (despite most holders being underwater).
It’s invested in crypto ETFs, DeFi platform TruthFi, and partnered with Crypto.com and Anchorage Digital for custody.
A 53% stake held in trust ensures centralized control over this content-crypto-finance ecosystem.
In short, TMTG is betting that brand + capital + crypto products can create a self-sustaining flywheel.
1. Trust issues:
TMTG first denied, then confirmed the deal within 24 hours.
Shares dropped 12% post-announcement—investors aren’t fully convinced.
2. Bitcoin’s wild swings:
With BTC volatile at $108K–$110K, TMTG’s billion-dollar position could wreak havoc on its balance sheet.
3. Systemic centralization risks:
Analysts warn that if more firms/countries hoard BTC, 50% of supply could be institution-held by 2045—a systemic risk akin to unregulated shadow banking.
We’re witnessing a media company morph into a digital asset treasury. TMTG’s "vault" serves as:
A store of value
A valuation anchor
A confidence engine
The experiment’s success hinges on:
Bitcoin’s long-term performance
Market acceptance of this IP-to-DeFi pipeline
If MicroStrategy was the "tech company test" for corporate Bitcoin adoption, TMTG is the "IP + finance hybrid test." Win or lose, it begs the question:
Can content companies pivot into decentralized finance giants?
The answer may come sooner than we think.
Key visuals from the original article:
TMTG’s funding structure breakdown
Bitcoin price volatility chart
Institutional BTC accumulation projections
For deeper crypto analysis, follow Plain Blockchain. 🚀
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