80k btc from 2011 got owned through a BCH test tx but somehow we're supposed to trust the "new paradigm"$8.6B gone because legacy infra was trash. circle getting banking charters and blackrock crushing it with proper custody tho. maybe centralization wins after allsecurity > decentralization. few. ...

two weeks to bill drop.@kyle_chasse shows Genius Act at 89% passage.stablecoins print $10B yearly, ETFs pull $769.5M weekly, corps stack sats. ...

gmbonk just flipped pumpfun in daily bonded tokens32.5% vs 53.2% nowfirst time in history ...

Market Cap & Stablecoins - Ethereum's market cap of $300 billion secures $1 trillion in stablecoins, which raises concerns about proof of stake economics [1] - The reliance on centralized stablecoin companies to maintain the security of the "decentralized computer" is a deviation from the original whitepaper [1] Stablecoin Growth & Concentration - Tether added $20 billion on Tron this year, indicating significant stablecoin growth outside of Ethereum [1] - JPMorgan projects stablecoins to reach $500 billion by 2028, outpacing Ethereum's market cap growth [1] Regulatory & Dependency Risks - Circle and Tether might need to become Ethereum's largest holders to maintain chain functionality, creating a dependency that could be problematic for regulators [1]

people switching from phantom to jupiter mobile just for the zero fees and better balance trackingbonk now at 32.5% solana market share while pumpfun drops to 53.2%. bonk doing 40% of pumpfun's daily revenue despite being much smallerjupiter studio hits $100M volume day one. alternative launchpads collectively up 121% to $1.1bn weekly volume. pumpfun down 12%every major platform building dedicated dex infrastructure instead of shared composability. the ecosystem is splitting and consolidating at the same ti ...

XRP ecosystem moving beyond basic crypto rails into federal banking infrastructure next yrbanking licenses hit different than money transmitter permitsits just physics ...

treasury teams saying "eth staking arbitrage"sbet went from $3 to $120 after announcing their eth treasury. ancient btc whales moving coins for the first time in 14 years.yield changes everything ...

robinhood just executed the most aggressive tradfi-to-crypto infrastructure play we've seenlaunched 213 tokenized stocks/etfs on arbitrum for eu customers. 24/7 trading at $0.03 per transaction. 1,105 tps with 16-minute finalitybut here's the real move: they're building "robinhood chain" - their own l2 on arbitrum orbitceo vlad tenev said they avoided solana due to mev concerns. wanted to be "a landlord, not a tenant" with full validator controlthe strategy is two-phase:• start on arbitrum one for liquidity ...

$8.69B btc wallet gets compromised same week ETFs pull $769M.security is an afterthought. ...

Agent Economy & Token Performance - EVA Agent 实现 8 倍回报，市值达 160 万美元，超额认购 600%，来自 1 万参与者 [1] - $VIRTUAL 在过去 24 小时内获得最大的人工智能代币流入 [1] - $VIRTUAL 市值达 10.3 亿美元，每个代币价格为 1.57 美元 [1] Protocol Adoption & Usage - Agent Commerce Protocol (ACP) 首日收入达 200 美元，通过基于绩效的支付 [1] - 46,135 名用户在 3 个月内向 Agent 启动投入了 2340 万 $VIRTUAL 代币 [1] - veVIRTUAL 治理，65% 的供应量被质押，年利率为 159% [2] Platform & User Growth - Butler 助手目标用户超过 5 万，具有积分到代币的管道 [2] - Vader AI 排行榜系统奖励高达 3.5 万积分 [2]