Crypto Mumbles

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Updated: May 13, 2026 at 8:19 PM

Crypto Mumbles

things I mumble to myself about crypto basically my transparent crypto diary education, analysis, and trades 🙂 Twitter: https://twitter.com/dpycm Medium: https://medium.com/@dpycm Lifemax (non-crypto): t.me/humblespace

Follow @cryptomumbles to stay updated with the latest about and transparent trends and news

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Crypto Mumbles

May 25, 2026, 02:02 PM

🎥 Video

Absolutely incredible:

Over the last 6 years, the S&P 500 has risen +130% while US Consumer Sentiment has collapsed by -55%, to its lowest since data began in 1952.

We are witnessing the formation of the biggest wealth divide in modern history. https://t.co/2w7cRvn7ok
( https://t.me/TheKobeissiLetter)

770

Crypto Mumbles

May 25, 2026, 02:02 PM

https://x.com/0xmakesy/status/2057520999147442397?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

May 25, 2026, 02:02 PM

https://x.com/AsianDawn4/status/2056503935066943493?s=20

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Crypto Mumbles

May 25, 2026, 02:02 PM

Community alert: Polymarket UMA CTF Adapter contract appears to have been exploited on Polygon

>$520K drained thus far

Attacker address: 0x8F98075db5d6C620e8D420A8c516E2F2059d9B91

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Crypto Mumbles

May 25, 2026, 02:02 PM

https://x.com/durov/status/2057477947209236527?s=20

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Crypto Mumbles

May 25, 2026, 02:02 PM

https://x.com/rhorider/status/2057575472968638758?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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1,050

Crypto Mumbles

May 25, 2026, 02:02 PM

https://x.com/hedgiemarkets/status/2057531661785628841?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

May 25, 2026, 02:02 PM

IRAN DISCUSSING PERMANENT HORMUZ TOLL

930

Crypto Mumbles

May 25, 2026, 02:02 PM

Fantasy Top to shut down, says trading card game model was 'never built' for crypto https://www.theblock.co/post/402144/fantasy-top-to-shut-down-says-trading-card-game-model-was-never-built-for-crypto | https://t.me/unfolded_bot

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Crypto Mumbles

May 25, 2026, 02:02 PM

$HYPE BREAKS ABOVE ALL TIME HIGHS: MARKET

🔗 https://velo.xyz/news/1861

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Crypto Mumbles

May 10, 2026, 06:53 PM

https://x.com/elfa_ai/status/2052290400753529121?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

May 10, 2026, 06:53 PM

2012

https://x.com/jatetro/status/197361056723648512?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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1,160

Crypto Mumbles

May 10, 2026, 06:53 PM

WTF this tweet is from 2022

https://x.com/iamasoothsayer/status/1535494638391664641?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

May 10, 2026, 06:53 PM

https://x.com/anishmoonka/status/2052192440543756776?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

May 10, 2026, 06:53 PM

https://x.com/bbands/status/2052103511463412033?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

May 10, 2026, 06:53 PM

On the topic of $MSTR selling $BTC:

- First, it's nothing new, they have been signaling for months now that selling BTC to fund dividends was an option. It was already the case on the last earnings call

- It's true though that they looked even more open to this idea on yesterday's earnings call. What's also new is that they explained for the first time that the theoretical threshold to choose selling BTC over MSTR to fund dividends was not 1x mNAV but 1.22x. That's a pretty big statement because it sort of forces them to stick to their word and sell BTC below that level (instead of selling MSTR shares).

- I think they want to get rid of the "If they sell a single BTC, it's over for them" narrative. They will sell some BTC, everyone will realize that nothing happens, and all the people who were parroting this stupid statement will be proven wrong once again.

- Maybe the most important thing to realize is that they "only" have to pay $125M in dividends per month. Selling $125 M worth of BTC per month has basically zero impact on the price. And even you think that "it's about the narrative impact", then let me remind you that they are *already* selling $125 M a month of a close derivative of BTC, which is the MSTR common stock.

- What they were also signaling yesterday, is that they want to see mNAV go up again. To be honest, this reminds me of the time when they said they wouldn't sell MSTR shares below 2.5x mNAV, these were the guidelines that they never respected, so take all of their plans with a grain of salt.

- Stating that they are likely to sell BTC increases optionality for Strategy, and that's imo a good thing. Another positive consequence is that for the first time, we are seeing a path where the BTC stack of MSTR doesn't only go up. For the people who are scared about Saylor holding too much BTC for the asset to remain "decentralized", this should be viewed positively.

Crypto Mumbles

May 10, 2026, 06:53 PM

https://x.com/AbraarKaran/status/2051735271495045180?s=20

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Crypto Mumbles

May 10, 2026, 06:53 PM

this hantavirus is getting a bit scary oil crisis + new virus is probably enough to get us into a lockdown again if it worsens edit: i barely read up on hantavirus, just based off recent progressions https://x.com/sporadica/status/2051744233548402849?s=20

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Crypto Mumbles

May 10, 2026, 06:53 PM

zec for continuation

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Crypto Mumbles

May 10, 2026, 06:53 PM

this hantavirus is getting a bit scary

oil crisis + new virus is probably enough to get us into a lockdown again if it worsens

edit: i barely read up on hantavirus, just based off recent progressions

https://x.com/sporadica/status/2051744233548402849?s=20

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

📷 Photo

JUST IN: Michael Saylor hints at buying more Bitcoin.

"The ₿eat Goes On."

https://t.me/WatcherGuru

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://x.com/piqsuite/status/2013698638199869748?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://x.com/crypto_condom/status/2047975155188531216?s=20

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1,060

Crypto Mumbles

Apr 28, 2026, 05:47 AM

http://x.com/nicksortor/status/2048202390633861531

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1,060

Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://www.straitstimes.com/asia/east-asia/my-only-hope-stuck-with-low-pay-young-taiwanese-turn-to-stock-market-investing

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://x.com/solanafloor/status/2047987885639692778?s=46&t=LWk9cSd_Cl4bnVPb7f68GA

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

📷 Photo

young adults are forced out of their risk curve to survive
• actions rooted in anxiety, not greed

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://x.com/kirbyongeo/status/2047955753374552511

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Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://x.com/fejau_inc/status/2047736693051269461?s=20

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959

Crypto Mumbles

Apr 28, 2026, 05:47 AM

https://x.com/lourenco_vs/status/2047925103573238114?s=20

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