Two major BTC datapoints look bullish:- ETF inflows increasing- Whale selling decreasingMore importantly:BTC's correlation to NASDAQ is dropping.This matters because institutions want uncorrelated assets in their portfolios.Yes, BTC dumping on macro uncertainty while gold rips is frustrating.But it's not new. According to BlackRock's research:"Short-term trading behavior occasionally diverges..."Yet they still believe BTC "as a global, decentralized, fixed-supply, non-sovereign asset" that has a distinct ri ...

Interesting decision by Pendle for staking rewards:You receive staking rewards ONLY if you are actively voting on Pendle Protocol Proposals (PPP) - governance.No passive stake & forget.Wonder if this creates opportunity for a new gsPENDLE wrapper token, that is delegated to 3rd party for voting in governance?Pendle (@pendle_fi):https://t.co/YjEk6OUnVF ...

Another nail into altcoin coffin:If retail can gamble/trade stocks 24/7, why would they trade alts, especially as they are REKT?Crypto-enabled 24/7 trading pushed NYSE to adopt it. But now feels like crypto casino is getting replaced.Whale Insider (@WhaleInsider):JUST IN: 🇺🇸 NYSE plans to launch platform enabling 24x7 trading of U.S. listed equities and ETFs https://t.co/YNM7cgvnPc ...

Most DAOs are run by three groups:1. core team/foundation2. professional delegates3. token whalesProfessional delegates exist because 1) most token holders ignore governance, 2) 95% of votes are "upgrade to v4.2.1," and 3) someone has to get paid to care.This setup was meant to prevent attacks like Compound's in 2024, where a whale bought tokens and voted to drain $24M in $COMP tokens because only 57 addresses voted.No one cared to vote.This tri-alliance has multiple flaws from Vitalik mentioned vulnerabili ...

"Digital gold" https://t.co/hnghNDckAu ...

Nice to see @nic_carter on Bloomberg https://t.co/Cz9L5A9OBu ...

C. Wood of Jefferies cuts a 10% Bitcoin allo from his portfolio, fearing quantum computing.The quantum FUD is going to be the story of 2026 because:1) very few people ACTUALLY understand quantum technology and2) crypto is dominated by narratives, vibes, and momentum, it makes crypto vulnerable to FUDs.$ETH with its quantum roadmap looks good here. ...

Maybe I'm just short-term thinking but no yield on stablecoins is good for DeFi:- Yield on USDC on Coinbase or holding via Circle? -> Stablecoins never leave their ecosystem- No yield on stablecoins? -> Users forced to chase yield in DeFi.This generates revenue for DeFi protocols, promotes innovation, and new models.$AAVE, $PENDLE, $FLUID and other protocols would benefit.Although native yield bearing stablecoin wrappers would be cool. Something like wstUSDC. ...

RT Pink Brains (@PinkBrains_io)InfoFi is dead. Long live good crypto content.Pink Brains was founded 2 years ago by @DefiIgnas and @Web3Arthur, with a mission: highlight great DeFi projects to reach their audience through authentic, educational content.Over the past years, we've run hundreds of campaigns, helping many Web3 teams reach millions of impressions on X.Our approach has always been transparent:→ Build relationships with KOLs who actually write well to spread the mission of our clients→ Create cont ...

Market Dynamics - Crypto market struggles to rally because most tokens are held by OG whales and retail investors [1] - Whales, having matured, are selling their holdings after substantial gains, primarily to institutions, as initially intended [1] - Retail investors are sentiment-driven, short-term oriented, emotional, and prone to panic selling [1] - Price movements are contingent on the supply shifting back to long-term holders [1] Investment Strategy - The market is undergoing a "Great Rotation," implying a shift in asset allocation towards long-term holders [1]