https://t.co/i3BJudnWoC

The Core contributor $HYPE allocation (about 24% of supply) is set to begin unlocking in November of this year. At current prices that's about 440 million of additional supply added to the market each month (through Oct 2027), a total of ~$10B. This is also not to mention the

https://t.co/ElRixCpsBi

New episode with @Delphi_Digital’s Hivemind out now! We discuss: - Have we bottomed? - Kalshi raises $1B - BTC's quantum risk - Buying the Zcash dip? - AI agents, Hyperliquid unlocks & more! @ceterispar1bus @3xliquidated @YanLiberman @simononchain Timestamps: 0:00

The most interesting thing about $ZEC today is not the price. It’s the fact that a GBTC-style discount dislocation just appeared around $ZCSH. Haven’t seen anyone flag this yet (it only became possible this morning) but believe there is a real possibility this becomes the “GBTC

excellent thesis recommend giving it a read crypto phase 1: Bitcoin phase 2: programmability, scale, and institutions phase 3: privacy at planetary scale we will finish the job of the cypherpunks

If you told me 6 months ago that Zcash would start absorbing Bitcoin’s original use-case, I’d have laughed. Today, I’m not so sure... In fact, I believe a strong case can be made that BTC's original cypherpunk vision has been hijacked. Not just because it has underperformed

Every big exchange that touched the US has either paid up or backed out: - Binance: CZ did 4 months + $4B in fines - OKX: $500M+ to DOJ - BitMEX: $100M to DOJ - Ripple: $125M to SEC - Coinbase & Kraken – millions in fines + lobbying/legal spend - Bybit: hasn't touched the US -

Bitcoin has, IMO, increasingly traded less as “gold beta” and more as a “Trump trade.” Tariff talk + protectionist rhetoric has pushed capital seeking safety amid geopolitical headwinds toward gold, while Trump’s embrace of crypto has tied BTC more closely to that narrative. An

Historically, October and Q4 have been kind to BTC If BTC matched its average October return (+19.66%), we’d be looking at ~$136.5K by EOM Median return (+14.71%) would put it closer to ~$130.9K If history really rhymes and Q4 hits its average (+78.31%), BTC would be at

When accounting for lottery dividends from staking, $SHFL has effectively made a new ATH. prev ATH: ~$0.68 (Mar ‘24) price today: ~$0.44 ~$0.27+ in USDC distributed to stakers over the last 12 mo (~61% APY at current price) $0.44 + $0.27 = ~$0.71 Not defi/pool2 yields, USDC

$SHFL has been one of the best performers on my radar through last week’s volatility. $1.1M USDC distributed to stakers (15% of weekly NGR) → ~$7.5M in net gaming revenue for the week. ~$390M annualized. this trade plays out one of two ways: a.) people stay asleep and

$PUMP is trading at just a ~12% premium to its cash on hand $1.48B circulating mcap ($0.00042) vs $1.32B raised in july

“hardcoding USDe’s price to USDT… presents significant advantages without increasing the protocol’s risk” ~$30B was wiped in yesterday’s liquidation cascade. but it could’ve been so much worse... while $USDE depegged across defi and on most exchanges yesterday, its oracle

“pacifica has been self-funded throughout our journey... ensuring all value created accrues directly to our users.” perp dex farming is obviously super saturated right now and most of the better known farms probably won’t have a good r:r that said, i do still think there are a

https://t.co/IhQvX69WkA

full breakdown + game plan for allo positioning:

the $XPL launch showed how rewarding it can to farm early, overlooked projects before the crowd shows up. when i first wrote about usdai a few weeks back, pendle pts implied ~15% yields. today they’ve doubled to ~32%, making usdai the #2 market on pendle by volume (just $1m

$XPL up big since coverage yesterday. Many surprised by the lack of entry for everyone waiting to see + counting on presalers realizing profits and giving an entry. Hope you ate.

quick correction: stbl isn’t actually paolo backed* the founder is one of tether’s cofounders stable is the other paolo-backed tether chain too many tether chains jfc point still stands that plasma could cook tmrw or in the coming weeks, but this is def a saturated area w/o a