🧵 A few things that caught my attention this morning (05/19/2025) 👇

1️⃣ $BTC remains dominant! Pumped to $107K before pulling back to $103K, liquidating $600M in derivatives. Will we see a new ATH this week?

2️⃣ JPMorgan ($JPM) sees consumers staying resilient despite macro uncertainties. Forecasts +$1B in net interest income this year*—but the CFO is clearly wary of geopolitics and tariffs.

5️⃣ Emerging pattern: Companies hoard BTC as a treasury asset while adopting stablecoins for daily ops. The perfect combo?

4️⃣ Smaller players are joining too—Thumzup now holds 19,106 BTC (~$2M) and just enabled stablecoin payments via Stripe integration.

3️⃣ Corporate adoption rising: MicroStrategy bought another 7,390 BTC ($765M at $103,498 each). Staggering how they keep stacking even at these levels.