The Wolf Of All Streets Bitcoin SMASHES $81K As $114 Trillion Just Went On-Chain!
May 5, 2026
Bitcoin rally, tokenization pilots, and big TradFi firms testing on-chain trading take center stage. Mining firms pivot to AI and tap treasuries for capex. Legal drama surrounds frozen ETH tied to a North Korea hack. Regulatory shifts and tokenized securities threaten to reshape institutional flows and DeFi product adoption.
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Use Conservative Loans To Fund Miner AI CapEx
- Borrow against Bitcoin to fund CapEx now while rates are relatively low instead of selling treasury Bitcoin.
- Sid advises miners and digital treasuries to take conservative LTVs and use loans (≈6% cost) to buy AI equipment and hold Bitcoin until higher prices.
Miners Pivot To AI For Better Equity Multiples
- Many bitcoin treasury companies are pivoting to AI because equity markets reward AI narratives with higher multiples.
- This shift explains miners selling Bitcoin to reposition as AI plays rather than pure mining treasuries.
Design Public Friendly Loan Triggers
- Structure loans for public companies with conservative triggers to avoid public liquidation events.
- Sid suggests lower LTVs and enhanced margin calls (shorter windows like six hours) to protect equity optics and reduce forced sales.