circle's arc testnet has blackrock, goldman sachs, visa, mastercard, deutsche bank locked in. usd gas fees solve the only problem stopping $29 trillion in pension funds from touching crypto. mainnet 2026 but budget allocations happening now. circle ipo narrative just got its growth story ...

pudgy penguins generates $10m+ from walmart toy sales across 2000 stores, dreamworks partnership confirmed, $203m daily volume on $pengu. whales accumulating at $0.02 know something the market doesn't. every other nft project is down 90% with zero revenue. this one has actual cashflow from parents who don't even know what an nft is. ...

lighter's llp holders just made $22m from a failed manipulation attack. attacker burned millions trying to push $hype from $46 to $98 but external oracles prevented any liquidations. hyperliquid lost the same battle on xpl with $10b volume. $lit launching at $4-6b fdv suddenly looks cheap when your oracle design prints money from attackers ...

35 prediction market platforms splitting $2b weekly volume. polymarket and kalshi control 60% between them. the other 33 fight over scraps averaging $24m each when minimum viable scale needs $100m monthly. cz launching opinion labs 6 months too late. only play left is farming the polymarket airdrop before these zombies get buried in 2026 ...

synthetix infinex team dumped snx positions then promoted susd deposits knowing the depeg was coming. infinex patrons nft collection now worth more than snx itself. kain took back governance control same week. susd cant redeem for snx at par, 171m tokens staked facing slashing if depeg worsens. insiders exit, stakers get trapped with the debt pool liability ...

mert and anatoly confirmed selling zcash positions they converted from solana. same week ansem, hayes, naval, bankless all start shilling zec to $360. now monero trades above zcash again at $339 vs $328. when the solana ceo dumps his privacy bags on you through coordinated influencer campaigns, the top is in. ...

Profitability Analysis - Monad retains 80% of transaction fees, significantly more than MegaETH's 30% after deductions [1] - Even with MegaETH achieving 100 thousand TPS and Monad at 10 thousand TPS, Monad is projected to generate higher profits [1] Valuation and Market Perception - A $6.4 billion Fully Diluted Valuation (FDV) gap exists, indicating the market values value accrual over raw throughput [1]

lombard finance has $1.5b of lbtc sitting in resolv labs, 50% of their entire $3b deployment in one protocol. 57% market share of all bitcoin lsts. if resolv depegs or gets exploited, the entire btcfi sector implodes. but that concentration is exactly why spark protocol doubled deposits to $300m last month. everyone betting on the monopoly ...

bnb just became the first altcoin in a sovereign national reserve. kyrgyzstan adding it alongside bitcoin for their national crypto holdings, launching som-backed stablecoin on bnb chain, deploying cbdc for government payments. cz advising directly. every other l1 chasing defi tvl, bnb locked down nation-state infrastructure contracts. $157b market cap for the only blockchain with sovereign-level adoption. ...

payai took 10% of x402 transaction volume in 2 weeks by being solana's only functional gateway. $60m market cap vs eigen at $440m for infrastructure. coinbase had 88% market share, now 80%. every ai agent on solana needs payai to access $830m x402 ecosystem. gateway monopolies print harder than infrastructure plays. ...