Key Proposals - ERC-8004, a new standard for "Trustless Agents," aims to provide AI agents with a shared, secure onchain language, facilitating safe collaboration via the A2A protocol [1] - NFTs are being considered as infrastructure, enabling ownership, transfer, and multisig-management of agents, along with discovery, marketplaces, and composability [2] NFT Infrastructure Trend - The "NFTs as infra" trend extends beyond collectibles, with examples like ENS domains as composable identity and DeFi applications such as Polymarket Conditional Tokens, Uniswap V3/V4 LP positions, Liquity V2 borrow positions, and flaunchgg's Memestream NFTs [3] - Projects like @onchaingaias and @virtuals_io represent agents as NFTs, with Virtuals using Immutable Contribution Vaults (ICVs) to track approved agent modifications [2] Market Impact and Future Outlook - While collectibles are experiencing renewed interest, the NFT infrastructure is also developing as builders explore composability, portability, and provenance [4] - Ethereum's future may rely more on infrastructure tokens that enable the rest of the application layer [5]

Market Trends & Analysis - Discussion on whether $124,000 was the cycle top and potential for altseason [2] - Review of 30 market signals to determine whether to buy the dip or sell [1] - Analysis of treasury premiums compression [1] - Debate on whether the current crypto cycle is over [2] Institutional Activity & Investment - ETH ETFs saw inflows of over $3 billion [1] - @fundstrat is buying [1] - @saylor is minting more @MicroStrategy shares [1] - Bitmine became the 2nd largest crypto treasury [2] Regulatory & Policy Developments - The Fed signals a pro-crypto shift [1] - Wyoming launched the first stablecoin issued by a US state [1][2] - New York proposed a 0.2% tax on digital asset transactions starting in September [1][2] - SEC is investigating the CEO of WLFI treasury company [2]

Crypto Market Cycle - Institutional crypto cycle is still in its early stages [1] - Coinbase Asset Management (CoinbaseAM) provides early access to insights [1] Resource Access - Access to the insights requires unlocking [1] - Further details are available via the provided URL [1]

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Core Argument - The Federal Reserve does not control the U.S dollar; instead, a decentralized offshore system known as the Eurodollar system is the primary driver [1] - The Eurodollar system, a network of interbank ledger money, has been experiencing structural issues for over 15 years [1] Eurodollar System - The Eurodollar system is described as the real engine of global finance [1] - The discussion explores what actually backs a Eurodollar [2] Historical Context & Impact - The conversation references a "silent depression" since 2008, potentially linked to the Eurodollar system's issues [2] - The analysis suggests $6 trillion has been "lost" due to shifts away from Fed power [2] Investment Thesis - Jeff Snider's portfolio thesis is discussed, implying a specific investment strategy based on his understanding of the Eurodollar system [2] - The discussion includes a segment on "There's No Debasement," potentially challenging conventional views on currency devaluation [2]

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Robinhood Turns Tailgates Into Trading Floors https://t.co/MTB1NMPrCc ...

Ethereum staking has long been the ultimate “set and forget” crypto trade. Simply stake ETH, secure the network, and collect passive rewards!But amid the run-up for ETH prices, Crypto Twitter's attention has recently centered on the record two-plus-week wait times for staking withdrawals.But what is the withdrawal queue, how does it work, and why is everyone suddenly obsessed with this obscure aspect of Ethereum’s architecture?Let's dig in👇~~ Analysis by @JackInabinet ~~📤 What is the Withdrawal Queue?The su ...

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Crypto's Next Top RWA Play? https://t.co/76to5Kz1u6 ...