zcash perpetuals volume hit $7.38b yesterday. third globally behind btc and eth, ahead of solana. arthur hayes made zec his second largest position after bitcoin. near intents processes 10-30% of their $800m monthly volume just moving zec into shielded pools. burns 70% of those fees. privacy infrastructure capturing more volume than defi protocols ...

mstr raised $715m to buy bitcoin. metaplanet borrowed $100m against their bitcoin to buy more bitcoin. the playbook is simple: issue debt at 4-6%, buy btc, use btc as collateral for more debt, repeat. corporate treasuries now control 46% of supply, up from 26% last year. they're not investing, they're running a leverage machine against a fixed supply asset ...

babylon has $6b bitcoin activated in trustless staking paying 4-6% in btc not governance tokens. bitgo hex trust copper custody live. mainnet upgrade nov 14. everyone chasing zec pumps missing the largest btc yield deployment outside etfs. 20k baby tokens boost 1 btc rewards ...

aave horizon has $450m from vaneck and franklin templeton using tokenized treasuries as collateral. $130b aum vaneck borrows stablecoins against vbill without selling the underlying bonds. securitize handles $4b in tokenization, chainlink provides the pricing. blackrock and fidelity next according to the filings. capital efficiency for funds that never needed yield in the first place. ...

usd1 has 90% of its $2.2b supply sitting in binance wallets. one entity controls the entire stablecoin. generates $40m yearly for world liberty financial. binance won't say if they're keeping or dumping post-cz pardon. 60 minutes investigation drops soon. that's not a stablecoin that's a hostage situation. ...

solana validators capture $100m from $6b in network fees. https://t.co/31ZmEI0BSv makes $1.2m daily, validators split $270k. inflation rewards compressed from 8% to 1.5%, now 76% of validator income. bottom 1000 validators operating at loss. 630 days uptime happened when validators made money. centralization accelerates when they don't. ...

near intents processed $800m in 30 days. 70% of every transaction fee gets burned. zec pumped 600% using near's infrastructure as primary onramp. near didn't move. burning supply on $800m volume with proven product-market fit at same price as before zec validated the entire system. ...

arbitrum secured robinhood's tokenized stock infrastructure. $43.7m usdc flowed from custody wallets to arb last week, largest l2 inflow this quarter. average transfer size $500k. hiring director of finance and head of opco points to q1 2026 launch. market makers don't move $40m for yield farming ...

ore trades at 1x annual revenue. $207m market cap on $545k daily revenue annualizing to $199m. https://t.co/31ZmEI0BSv does similar daily revenue at $1.4b market cap. 90% of protocol revenue goes to open market buybacks. miners entering rounds at implied $226 valuation with market at $504. mobile mining from smartphones just went live on solana dapp store 3 days ago ...

sharplink gaming trades at 0.82 mnav holding $2.9b eth generating $83m annual staking revenue. deployed $200m to eigencloud powering coinbase agentkit and elizaos infrastructure. stock down 84% as eth up 55%. bernstein $24 target on $11 stock. buying eth at 18% discount with 4.6% yield on top ...