El mes que crypto cambió de manos — Warsh, Saylor, Agents y la guerra

El mes que crypto dejó de ser especulación. En cuatro dimensiones al mismo tiempo: monetaria, inteligencia artificial, geopolítica y generacional.

Michael Saylor supera a BlackRock en tenencias de Bitcoin. Kevin Warsh —próximo presidente de la Reserva Federal si lo confirman— declara bajo juramento que los activos digitales ya son parte del tejido financiero. Anthropic filtra su modelo de IA más peligroso porque alguien en Discord adivinó la URL. Irán cobra peaje en Bitcoin para cruzar el estrecho de Hormuz. Y Sam Bankman-Fried lo vio primero —sigue preso hasta 2049.

Este es el análisis completo del mes más importante del año.

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⏱️ CAPÍTULOS
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00:00 Cold open · El mes que cambió todo
00:45 Estado del mercado · Saylor supera a BlackRock
02:47 Nueva Fed · Kevin Warsh
04:23 Intercambio Lummis ↔ Warsh (video)
04:44 Tesis post-hearing
05:30 Era AI de hackeos · Mythos · Kelp · Aave · Vercel
08:08 Los agents son los usuarios reales · Cursor · Colossus
10:37 Geopolítica · Hormuz · Rusia
13:26 Cierre · 4 dimensiones

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🔗 RECURSOS MAD CRYPTO
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→ Newsletter gratis de mercado · tododecripto.com
→ Tu primera compra paso a paso · tododecripto.com/primeracompra
→ Alpha · tesis activas y señales · tododecripto.com/alpha

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📊 DATOS CLAVE
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• BTC $76,071 · F&G 33 (salida de miedo extremo)
• ETH $2,308 · ETH/BTC 0.0303
• ETF inflows semana: $996M (mayor desde enero 2026)
• IBIT single day: $256M · cumulative $63.2B
• DeFi TVL: –$13B en 48h post-Kelp
• Strategy (Saylor): 815,061 BTC · 3.88% del supply total
• BlackRock IBIT: 802,523 BTC
• Kelp DAO: –$292M (Lazarus Group)
• Aave TVL: $26.4B → $20B
• Grinex: –$13M
• Cursor: $60B valuación · $2B ARR
• FTX/Anysphere fumble: $200K → $3B (2022–2026)

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📚 FUENTES VERIFICADAS
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• Arkham Intelligence (Saylor/Strategy holdings)
• SEC 10-Q Strategy
• BlackRock IBIT filings
• Bloomberg, TechCrunch, CyberSecurityNews (Anthropic Mythos)
• CoinDesk, The Block, Decrypt (Hormuz policy)
• Marisks (scam report 21 abr)
• The Block, Cointelegraph (Russia Duma bill)
• Reuters (Hormuz stranded ships)
• xai.com/colossus (SpaceX acquisition)

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🤝 SÍGUEME
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Instagram: @madcriptomx
X / Twitter: @mattunchi
Telegram: TDC Crypto

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⚠️ DISCLAIMER
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Esto no es asesoría financiera. Es análisis educativo. Hacé tu propia investigación antes de invertir. Crypto es volátil — solo arriesgá lo que podés permitirte perder.

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🎵 MÚSICA
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Music: "Clash Defiant" by Kevin MacLeod (incompetech.com) — Licensed under Creative Commons: By Attribution 4.0

#crypto #bitcoin #fed #warsh #saylor #anthropic #iran #rusia #ai #hormuz #cursor #colossus Receive SMS online on sms24.me

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