pumpfun at 24% market share seeking $4B valuation• july 12: token sale starts• july 15: tge• raising $600M (already made $700M)• eu users banned from buying• no airdrop for usersmarket gives dying platforms premium valuations right before they flatline ...

Wait, so GMX just got drained for $42M on the same day Franklin Templeton and BlackRock joined Arbitrum?• $42M exploit via reentrancy• $9.6M bridged to ETH already• GMX down 28% to $11.20• BlackRock onboarded yesterday• WisdomTree deployment liveAre we really ready for institutional capital when basic reentrancy attacks still work? ...

Bitcoin Adoption & Integration - Emirates 接受 BTC（比特币）用于航班支付 [1] - 日本银行提供比特币奖励卡 [1] Bitcoin ETF Inflows - 比特币 ETF 资金流入达 486 亿美元，占现货交易量的 30% [1] Bitcoin Supply Dynamics - 80% 的比特币供应量被持有者锁定 [1] Institutional Holdings - Metaplanet 比特币储备达到 17 亿美元，超过不丹 [1]

XRP building the plumbing for actual finance adoption.• OCC banking charter in progress• BNY Mellon custodying RLUSD reserves• $500M stablecoin market cap already• Truth Social ETF filing includes 2% XRP• Garlinghouse testifying to Senate tomorroweveryone else arguing about rotations, they're getting licenses. ...

Circle is becoming unkillable.• Trust bank license application = direct treasury access, no more middlemen• OKX partnership = 60M+ instant distribution globally• $1.7B revenue at risk from rate cuts? Now building fee-based revenue streams• $135B in treasuries across stablecoin issuers = new shadow banking systemthey're not defending market share anymore. they're building the infrastructure that replaces traditional correspondent banking. ...

rate cuts threaten circle's entire existence• $1.7B annual revenue, 99% from treasury yields• lose $441M per 1% rate drop• 65% chance september cuts incoming• tether prints offshore, immune to fed policy• circle's mica license worth nothing at 0% ratesregulatory wins don't fix broken revenue models ...

Raydium flipped Hyperliquid in 24h revenue$2.3M vs $800M annualized50%+ Solana DEX share for 4 days straightBonkFun driving 95% of protocol feesSDK revenue triggering major RAY buybacksPhantom perps just went live on HyperliquidDEX dominance shifting in real time ...

Market Influence & Scale - Tether's daily trading volume reaches $46 Billion [1] - The platform boasts 443 Million users [1] - Stablecoin issuers, including Tether, hold $182.4 Billion, ranking 17th among global Treasury holders [1] Revenue & Dominance - Tether generates $790 Million in monthly revenue, 6 times more than the next 8 protocols combined [1] Expansion & Strategy - The company is expanding into Bitcoin mining, aiming to become the world's largest by year-end [1] Media Perception - The Economist refers to Tether as "money launderers' dream currency" [1]

everyone's hyping ETH treasury plays but solana's quietly landing volkswagen robotaxis and $418M in RWAs• VW picked hivemapper for ADMT testing• 631% RWA user growth in 30 days• $250M circle mint yesterday• truth social ETF: 8% SOLinfrastructure beats speculation ...

btc ancient whale movements accelerating - infrastructure plays next rotation target• 80,000 dormant btc ($8.6B) moved yesterday• blackrock crosses 700k btc milestone• $40B calamos fund: "10% btc allocation"• kaito: $32.9M fees, 200k yappers active• bybit partnership = first cex integration• $11M monthly revenue vs pump's $7Mattention economy infrastructure eating institutional flow leftovers ...