I’ve spent the morning timing Nvidia’s meteoric rise with a sundial, only to hit a hard truth: there’s one asset that never bloats, Bitcoin. Our chip‑slinging overlord now prices in at 35.8 million BTC. Cute, but math says not gonna fit—there will only ever be 21 million coins. Same story for Apple (26 million BTC) and Tesla (8.3 million BTC). Toss in the entire Chinese yuan pile (377 million BTC) and the good ol’ greenback (184 million BTC) and the shoebox starts looking comically small.

When I first ran this exercise last October, Nvidia was 46 million BTC, Apple 55 million BTC, and Tesla 12.9 million BTC. Since then they’ve shaved 23%, 53%, and 36% off their Bitcoin waistlines respectively. Their gyms? Productivity growth plus an unyielding 21‑million‑coin cap.

Let’s look at the implications:

Is this just laser‑eye propaganda? Pull up a chart: since 2009 Bitcoin has trounced every major asset class, meme stocks included. Past performance isn’t a guarantee (yada yada) but the direction of travel is embarrassingly one‑sided.

So yes, the Great Repricing is happening. Imagine the California Gold Rush, except the dirt itself is disappearing and the shovels are digital keys. The sooner you measure wealth in sats instead of stonks or dollars, the wealtheir you’ll be and the better you’ll feel.

The crypto market is taking a temp—they’re digesting a legislative one-two punch faster than your average meme coin. Bitcoin is hovering in the $118 K–$119 K range after last week's high-flying $123 K, with volatility creeping in around Fed jitters. So yes, expect drama. Altcoins are showing pockets of life but it's mostly wait-and-see time. Overall crypto cap eased ~1–1.5%, now sitting near $3.9–4 trillion

Two new laws are shaping sentiment: the Genius Act imposes strict one-to-one reserves and bans yield-bearing stablecoins, crimping stablecoin yields and nudging capital toward Ethereum-based DeFi . Then there's the Clarity Act, still pending Senate sign-off, which would parse tokens into commodities vs securities, clarifying regulatory oversight. Watch its Senate movement before the August recess—markets will react fast.

Meanwhile, macro headline ahead: investors are keeping an eye on Federal Reserve Chair Powell’s speech for clues on inflation and rates. BTC dropped to ~$117 K amid ETF outflows previously, so any dovish or hawkish pivot from the Fed could shake risk sentiment even harder

Crypto is in consolidation mode: clearing regulatory uncertainty and macro signals before the next big move. Ethereum and Solana remain the primary upside bets, especially if DeFi demand holds firm. But with attention split between Washington and the Fed, we’re in for a choppy ride. Strap in—details over next week could redefine this range-bound stage. — Movement Labs allegedly granted a shadow market‑maker control over 66 million MOVE tokens, triggering a $38 million sell‑off. Investigations reveal self‑dealing via obscure intermediaries

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