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 ...

Lending TVL just flipped staking at $55B. AAVE alone holds $26B.• Euro deposits yielding more than any fintech• 7.5B in flash loans YTD• Cross-chain without bridges on 11 networksStakers watching 4% ETH yields. Lenders printing 8% on stablecoins.The rotation already happened. ...

eth is the new reserve.• 200k eth treasuries• fidelity tags eth SoV• BlackRock 53M buy• stake 28.9% supplybtc just got rotated out ...

Robinhood: -$500M → +$1.1B profit in one year• Revenue up 58% to $3B• Stock 4x'd, $80B market cap• Processing $192B monthly volumeLithuania's central bank questioning their stock tokens legitimacy because OpenAI said "that's not real equity"regulatory priorities in 2025 are something else ...

pumpdotfun about to raise $700M at $4B valuation as the platform literally dies• 88% of top creators already LEFT for competitors• market share crashed from 90% to 24% in weeks• it's just a basic raydium wrapper with bots launching tokens every 3 minutes• BONK already worth more than their presale valuation• https://t.co/SnSW2g00Ia had to DELETE their token page because even they realizedbut sure, let's give them another billion for their "streaming pivot" ...

Solana's silent infrastructure play materializing fast:• DeFi Development Corp stacked 47,272 SOL todayTotal holdings: 690,420 SOL ($102.7M)• RWAs hit ATH $418M (+150% in 90 days)53,000+ users tokenizing real assets• Q2 network revenue: $271M3rd consecutive quarter leading all L1s/L2s• $90M bridged in from other chains last week$40M+ from Ethereum aloneThe smart money isn't chasing pumps anymore ...

hyperliquid: $57.6m monthly revenue, hypercore infrastructure dropping this week, 30% dex spot sharepumpdotfun: raydium wrapper raising $600-700m at $4b valuation, 36% market sharemarket rewards fundraising theater over working products ...

circle trust bank application hits as jpmorgan calls $500B stablecoin market by 2028• circle gets EU MiCA approval, tether excluded• usdc 83.85% dominance on sei ($282.5M)• $790M combined 30-day revenue• genius act 89% pass probability• crcl memecoin 30x to $15M (lawsuit incoming)tradfi eating crypto from the inside out ...

bit digital dumps entire $28m btc treasury for $193m eth position• blackrock scooping 20,955 eth ($53m) today• cumberland grabbing $26m worth• corporate treasuries bought 200k eth vs 57k minted last 30 days• 42 firms now hold 1.29m eth ($3.28b)the rotation isnt coming. its here. ...

hyperliquid just captured 30% of all dex spot volume.automated facility: 26m hype locked awaywhale shorts: $118.8m position at 107k btcjumper exchange: new routes integrated todaykinetic staking: launching july 15thinfrastructure dominance happening in real time. ...