80,009 BTC from 2011 wallets moved $8.69B in the last 48 hours. same day ETFs absorbed $602M new inflows july 3rd. corporate treasuries added 245,510 BTC in H1 2025 alone. AAVE now controls 5% of all circulating stablecoins at $22.6B TVL. the old guard is rotating out exactly as.

gm. bonk just flipped pumpfun in daily bonded tokens . 32.5% vs 53.2% now. first time in history.

ethereum has a trillion dollar problem nobody wants to discuss. $300b market cap securing $1t in stablecoins breaks basic proof of stake economics. pajke called it: the math doesn't work. circle and tether might need to become ethereum's largest holders just to keep the chain.

people switching from phantom to jupiter mobile just for the zero fees and better balance tracking. bonk now at 32.5% solana market share while pumpfun drops to 53.2%. bonk doing 40% of pumpfun's daily revenue despite being much smaller. jupiter studio hits $100M volume day one.

XRP ecosystem moving beyond basic crypto rails into federal banking infrastructure next yr. banking licenses hit different than money transmitter permits. its just physics.

treasury teams saying "eth staking arbitrage". sbet went from $3 to $120 after announcing their eth treasury. ancient btc whales moving coins for the first time in 14 years. yield changes everything.

robinhood just executed the most aggressive tradfi-to-crypto infrastructure play we've seen. launched 213 tokenized stocks/etfs on arbitrum for eu customers. 24/7 trading at $0.03 per transaction. 1,105 tps with 16-minute finality. but here's the real move: they're building.

$8.69B btc wallet gets compromised same week ETFs pull $769M. security is an afterthought.

virtuals protocol showing what sustainable ai agent monetization looks like. eva agent: 8x returns at $1.6M market cap with 600% oversubscription from 10k participants. actual demand, not just speculation. agent commerce protocol (acp): $200 first-day revenue through.

sei is different. YeiFinance hit $970M TVL driving sei to $1.24B total ecosystem value. $982M monthly dex volume with YEI tge coming soon puts this alongside hyperliquid tier platforms.

$8.6b in decade-old btc finally moved into new hands last week. aave now manages more real yield than all cefi combined. markets evolve or die.

which path leads to permanent crypto infrastructure adoption?.

abstract just hit $25M in ecosystem revenue after 5 months. that's #3 among all ETH L2s. 89M+ transactions processed, 323k+ stakers locked in, and the gaming side alone has pushed $10M+ in payouts. gacha tickets selling 4M+ deep, myriad markets breaking $5M volume, moonsheeverse.

three massive DeFi infrastructure plays converging right now. Hyperliquid hits $1.5B AUM with zero early whale dumping risk, generating $500M annual revenue from permissionless trading. 8-figure market orders flowing in. @aave now controls 5% of all circulating stablecoins at.

been seeing chatter about something wild that happened today - 8 bitcoin wallets that went dark in 2011 just moved 80,009 btc worth $8.69 billion after 14.3 years. same early miner apparently controls 161,326 btc total according to @JA_Maartun. still has 120,326 btc sitting.

gm gaming degens. pengu finally woke up n abstract printing 25m already.

pendle quietly hit 4.8b in locked value today. aave at 22.6b now.

blackrock's bitcoin etf now beats their s&p 500 fund in revenue generation apparently. github malware stealing solana wallets. few understand this gap.

Bitcoin breaks its 38% spending bill pattern. Next $4.5T won't pump prices. Supply is different.

fed just dropped $11b into repos (largest since '19). somehow $989m fresh usdt hits exchanges within hours, 10k btc ancient wallet wakes up, and spot etfs record $602m inflow on same day. money printer goes brrr i guess.