RT rxbt 👾 (@0rxbt)big if truehttps://t.co/yBbMRs2s5G https://t.co/wGwJvIohjr ...

wlfi trades at 0.67x its usd1 stablecoin supply. every other stablecoin governance token trades at 0.1-0.3x. abu dhabi deployed $500m for 49% ownership and usd1 hit $5b market cap in 10 weeks. the token's down 15.8% today on macro selling not fundamentals. that ratio closes to 1.5x or collapses to 0.2x. no middle ground when sovereign wealth owns half the protocol. ...

heurist processes 20% of all x402 micropayments on base. 2m transactions in 30 days, no token, pure infrastructure. wardchain at $200m valuation with 50m agent calls. the entire agent economy runs through 3-4 facilitators nobody knows exist. coinbase built the rails but doesn't own the toll booths. ...

ostium labs processed $25b volume at $250m valuation with 95% coming from gold, silver and oil perps not crypto. traditional commodity derivatives do $20 trillion annually. cme trades at $90b market cap. ostium built the only platform that treats rwa perps as the main product not a sideshow. when crypto infrastructure captures 5% of commodity trading the first mover takes everything. ...

7 siblings deployed $31m buying 12,771 eth at $2,427 during a 10-hour window on february 1st. they accumulated through $222m in hyperliquid liquidations and a whale blowing up $250m. buying into forced selling not after the bounce. that's how you position for the reversal before confirmation arrives. ...

bittensor subnet 44 generates $3m annual recurring revenue from 7 enterprise clients processing vision ai for sports analytics. $428k average contract value per client. tao down 60% from november highs at $195 trading 42x protocol fees. one subnet proves the model works. 255 more subnets building and the market thinks decentralized ai is dead. ...

pact swap processed $9.3m volume with reactive smart contracts that make bridge exploits impossible. no wrapped tokens, no validator multisigs, just collateral-backed native swaps. thorchain trades at $500m fdv doing the same thing with worse tech. pact tge drops q1 2026 and the adi foundation already integrated them for mena institutional settlement. you're buying infrastructure that solved $2b in bridge hacks at pre-launch valuations. ...

bitmine controls 3.97m eth worth $10b and tom lee confirmed they never sell. that's 3.5% of ethereum's total supply locked forever plus $150-200m annual staking yield. they have $1b left to deploy targeting 5% ownership. microstrategy owns 3.4% of bitcoin at $59b valuation. bitmine owns similar percentage of eth at 1/6th the value. one entity removing 5% of supply permanently changes the entire market structure ...

veda secures $5b across defi protocols and drops $1m bug bounty ahead of kraken launch. market thinks they're another vault aggregator. they're the infrastructure layer for exchanges to offer defi yields without building it themselves. once kraken integrates, they won't rip it out for in-house development. coinbase, binance, robinhood all need this same infrastructure or spend 18 months building. first exchange integration is the pilot, second one confirms the b2b model works ...

bitcoin miners hit 14-month profit lows and they're dumping treasuries to survive. mara has 30% of their 52k btc locked as collateral, riot down 7% on holdings, cleanspark burning 6% revenue on exec comp. miners can't diamond hand operational costs. they sell or die and that supply hits every rally attempt until profitability returns above $90k ...