jupiter just admitted they lied about "zero risk of contagion" after racing to $1.3b tvl. deleted the posts thinking nobody screenshotted. jup at $0.22 all-time low but that's still overpriced for securities fraud. claiming isolated vaults when you're rehypothecating is what got celsius and ftx. jupiter's coo walking it back to "very limited risk" after getting caught is admission of guilt. $1b built on deleted lies doesn't hold. ...

Regulatory Approval & Market Impact - CFTC (商品期货交易委员会) 批准 USDC 作为衍生品交易的抵押品 [1] - Circle 的 USDC 稳定币现在可以在 500 万亿美元的名义市场上进行保证金交易 [1] - 金融机构 (FCMs) 今天开始接受加密货币抵押品，并每周向监管机构报告 [1] USDC's Role & Significance - USDC (供应量为 780 亿美元) 成为唯一在 DeFi (去中心化金融) 和 TradFi (传统金融) 衍生品中均可使用的美元等值资产 [1] - 行业认为，USDC 不再仅仅是稳定币，而是基础设施 [1]

Market Trends - Ethereum ETFs experienced outflows of $14 billion last month, marking their worst performance ever [1] - Digital asset treasuries absorbed 300,000 ETH, valued at $800 million, during the same period [1] Institutional Activity - BPCE is launching ETH trading to 2 million French customers on Monday [1] Investment Strategy - ETF holders are capitulating into balance sheets that never sell [1] - The divergence gap is expected to close violently [1]

kalshi just integrated sei for sub-second usdc settlement. sequoia-backed $1b cftc-regulated prediction market choosing blockchain over ach transfers. they did $500m volume in 6 weeks during elections. fed decisions january 29 and march 19 need instant capital deployment. prop desks can now move millions from cold storage to executed trades in under 1 second. sei at $0.45 processing regulated derivatives settlement that polymarket can't legally touch ...

base launched their solana bridge with 19 transactions in 26 hours. they built it backwards on purpose. solana to base works but base to solana doesn't. x402 protocol that coinbase invented for agent payments just shifted 95% of dollar volume to solana in 4 weeks. base invented the rails but solana captured the economic activity. jesse pollak admitting they can't get solana projects interested is the signal. base becomes the compliance wrapper for tradfi, not the execution layer for crypto. ...

monad raised $494m between private and public rounds but trades at $300m market cap. you're buying paradigm and a16z's L1 below the cash they put in. $41m whale liquidates at $23.7 creating your stop loss. either this is the most obvious long since ftx bankruptcy or vcs torched half a billion on vaporware with 0.3% network utilization ...

talus network making every ai agent workflow settle in $us token plus gas fees. not optional like eth or sol. polychain just led $10m round after 35k testnet users completed 72k tasks. q1 2026 mainnet with 22% circulating supply at launch. agents need payment rails and talus owns the tollbooth ...

bob just crossed $300m tvl with 92% surge in 24 hours. token launched november 20 at $165m fdv already on binance coinbase kraken. 60% apr staking no lockup. 50% tokens unlocked so no cliff coming. bitcoin has $1.9t market cap and under $500m total defi tvl. bob connecting btc to 11 chains with 15,000 dapps ready to absorb that liquidity. circle deployed usdc on stacks but bob already has the bridges built ...

farcaster just torched 4.5 years of decentralized social after raising $180m from paradigm and a16z. acquired clanker at $4.8b volume, pivoting entirely to trading wallets. their mini-app donut did $100k revenue in one weekend, social features generated zero. 83% of base transactions flow through farcaster infrastructure. the social graph becomes distribution for trading, not the product. ...

pyusd just crossed $1b on solana growing 4x since january. 90% of new mints flow to solana for $0.00025 transfers vs $12 on ethereum. paypal has 430m users but less than 1% touched pyusd. kamino lending $190m at sub 5% rates. that's 430m users about to discover 4.5% yield on their payment app balance ...