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Join date: May 5, 2025

Posts (1220)

May 9, 20263 min
9th May 2026 > > Revolut, Switzerland, and a supply shock.
tl;dr Revolut seemingly offers a once-in-a-lifetime opportunity. Switzerland foregoes a historic opportunity. Small investors are fleeing BTC, whilst also fleeing the exchanges. For institutional investors, the supply of BTC held by OTC desks is heading in only one direction. Market Snap Market Wrap BTC ETF flows have turned negative for two days though not on the scale of the recent inflows. Curious Cryptos’ Commentary – Now, that’s an opportunity Curious Cryptos’ Commentary – Switzerland...

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May 7, 20263 min
7th May 2026 > > MicroStrategy & Morgan Stanley.
tl;dr Michael Saylor has admitted that MicroStrategy will – at some point – sell some of its BTC stash. To the disappointment of naysayers worldwide, this news caused no ructions at all. Morgan Stanley expands its crypto offerings once more. Market Snap Market Wrap That’s a nice round figure for Wall Street, IG’s own futures contract for US stocks. Curious Cryptos’ Commentary – UK local elections Despite searching hard, I cannot find any public statement by any of the candidates standing in...

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May 5, 20262 min
5th May 2026 > > A classic scam & North Korea.
tl;dr A classic crypto scam that is worth a minute or two to understand. North Korea is almost always to blame. Market Snap Market Wrap I have been telling all and sundry that if we breach $81k to the upside then it is game on. That happened earlier today, but of course I couldn’t possibly repeat such a claim in a public forum such as this for the crypto gods would make sure I ended up looking very foolish. Curious Cryptos’ Commentary – Classic scam You can always spot the scam emails a mile...

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Mark Timmis

Mark Timmis

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