Market Sentiment and Cycle Analysis - Current market sentiment is brutal, with many questioning the four-year cycle for Bitcoin [1][23] - Some analysts suggest the top of the cycle was in late 2025, indicating a bear market is beginning [3] - Counter-narrative suggests the current situation is more like 2019 than 2022, implying a potential bounce [7] - History shows major tops have occurred in the fourth quarter of post-election years [4][5] Bitcoin Price and Whale Activity - Bitcoin's price is sinking, potentially breaking below $90,000 [1] - Polyarket odds show an increasing 28% chance of Bitcoin crashing below $80,000 this year [1] - OG whales (10+ year Bitcoin holders) are reportedly dragging the dip by selling [2] - Coinbase's head of institutional strategy suggests Bitcoin could fall to $60,000 [10] Ethereum Analysis and Tokenization - Some analysts believe Ethereum is bottoming this week [6][21] - Ethereum's long-term average price ratio to Bitcoin suggests it could reach around $12,000 [26] - BlackRock and Wall Street are interested in tokenizing assets on the Ethereum blockchain [22] Macroeconomic Factors and Institutional Involvement - Unlike 2022, current conditions include a pro-crypto US president, pro-crypto SEC, and ETF involvement [9] - Inflation is at 3%, and interest rates are expected to come down [9] - Harvard endowment announced they hold more Bitcoin than gold [12] - Czech National Bank announced a central bank Bitcoin purchase [16] Volatility and Investment Strategies - Bitcoin is becoming less volatile mathematically due to a wider and deeper market [11] - Systematically investing in Bitcoin over a 5-year period has yielded extraordinary returns [14] - Solana is down 25% year-on-year and 41% [14]

RT Silvi🤳🌳 (@SilviProtocol)We’re seeding $100,000 in matching funds to 8 resilient bioregions combating deforestation.The Bioregional Reforestation Grants Round, the largest blockchain-native, outcomes-based reforestation grant round yet, is officially open!Portal link in bio 🧵👇 https://t.co/VHlm3hK9Rk ...

Core Viewpoint - Figure Technology Solutions, Inc. has announced a registration statement for the proposed offering of its Series A Blockchain Common Stock, marking a significant advancement in blockchain-native capital markets and aiming to enhance efficiency and risk management in the securities market [1][3][5] Group 1: Blockchain Stock Offering - The Blockchain Stock will be a blockchain-native equity security, convertible into shares of Figure's Class A Common Stock on a one-for-one basis, and will trade on Figure's alternative trading system [1][6] - This offering is expected to be non-dilutive to existing shareholders, with shares of Class A Common Stock sold by existing investors to underwriters [6][7] - The offering will utilize a blockchain-only securities stack, eliminating the need for traditional centralized intermediaries and allowing for self-custody and self-settlement [2][6] Group 2: Market Innovations - The Blockchain Stock will trade 24/7 and allow holders to lend their stock transparently, capturing economic benefits during high lending rates [4][5] - Figure's $YLDS, the first SEC-registered transferable yielding stablecoin, will be used for settlement in the secondary market [6][12] - The offering sets multiple industry firsts, including direct on-chain governance for shareholders, enabling secure and transparent voting without intermediaries [6][12] Group 3: Company Background - Figure is a leader in real-world asset tokenization, having originated over $19 billion in home equity loans, making it the largest non-bank provider of home equity financing [12][13] - The company operates a comprehensive ecosystem that includes a loan origination system, a capital marketplace, and a digital asset registry technology [12] - Figure's recent securitization received an AAA rating from S&P, highlighting its credibility in blockchain finance [13]

Core Viewpoint - Spirit Blockchain Capital Inc. is focused on developing and commercializing blockchain-based financial infrastructure, emphasizing regulated digital-asset participation and technology solutions [2][4][7] Current Business of the Company - Spirit operates a digital asset/tokenization platform called SpiritLinQ, which facilitates the creation, issuance, and management of tokenized assets [2][6] - The company provides strategic support for European digital-asset exchange-traded products (ETPs) and is involved in infrastructure support for these products [2][4] - Spirit's business model includes licensing and technology fees, processing fees, and infrastructure service retainers, although it is currently not profitable [3][4] Revenue Model - The revenue model encompasses platform licensing and administration fees, processing/spread/FX fees, and enterprise software services [3][6] - The company aims to generate recurring revenue from its technology licensing and infrastructure support services [7] Strategic Operating Subsidiaries - Spirit operates various subsidiaries that enhance its infrastructure strategy, including software operations and validator services [2][4] - The company is not classified as an investment company or fund under Canadian securities laws, focusing instead on operational activities [4][7] Evolution of Business Strategy - The company's current operating model builds on its previous business lines, transitioning towards recurring technology and infrastructure revenues [5][6] - Spirit's treasury and staking activities, primarily in Bitcoin and Ethereum, are incidental to its main technology business [6]

Core Viewpoint - Spirit Blockchain Capital Inc. is focused on developing and commercializing blockchain-based financial infrastructure, with an emphasis on regulated digital-asset participation and payments for compliant market participants [2][4][7] Current Business of the Company - Spirit operates a digital asset/tokenization platform called SpiritLinQ, which facilitates the creation, issuance, and lifecycle management of tokenized assets [2][6] - The company provides strategic support for European digital-asset exchange-traded products (ETPs) and is involved in infrastructure support for products like Ethereum Yield+ and Solana Yield+ [2][4] - Spirit's business model includes licensing and technology fees, processing fees, and infrastructure service retainers, although it is currently not profitable [3][4] Revenue Model - The revenue model encompasses platform licensing and administration fees, processing/spread/FX fees, and enterprise software services [3][6] - The company aims to generate recurring revenue from technology licensing and infrastructure support, moving away from passive investment strategies [4][7] Strategic Operating Subsidiaries - Spirit operates various subsidiaries that enhance its infrastructure strategy, including software operations and validator services, which are integral to its commercial strategy [2][4] Evolution of Business Strategy - The company has transitioned from its initial focus on streaming, royalties, and treasury management to a more infrastructure-centric model, emphasizing platform licensing and compliant payments [5][6]

Partnership enables non-custodial staking of TON tokens through BitGo integration, advancing AlphaTON's yield generation strategyNew York, NY, Nov. 17, 2025 (GLOBE NEWSWIRE) -- AlphaTON Capital (Nasdaq: ATON), a specialized digital asset treasury company accelerating the growth of The Open Network (TON) Telegram ecosystem, today announced the selection of P2P.org as an institutional staking partner to support the Company's TON treasury yield generation operations. The partnership represents a significant m ...

The Trump Organization, the real estate firm tied to the U.S. President's family, is putting a new luxury resort in the Maldives onchain. The Trump International Hotel Maldives will be built in partnership with Saudi real estate development firm Dar Global, which said it plans to tokenize the development itself, letting investors buy digital shares tied to the project from the early stages. The resort, about 25 minutes by speedboat from the island nation's capital Malé, will include 80 beach and overwate ...

Contract security is critical for blockchains looking to connect to real-world energy systems.In this article, we break down how @Hashlock_ is auditing @energywebx’s core infrastructure to secure blockchain-based energy solutions.Read the full guide 👇https://t.co/NNSy64HrCL ...

Core Viewpoint - AlphaTON Capital has partnered with P2P.org to enable non-custodial staking of TON tokens, enhancing its yield generation strategy through BitGo integration [1][3][6] Group 1: Partnership Details - The partnership with P2P.org is a significant milestone in AlphaTON's treasury strategy, allowing for sustainable yield generation on its TON holdings [3] - AlphaTON will initially deploy 4 million locked TON tokens through BitGo's institutional custody platform, ensuring asset security during network validation [3][6] - P2P.org operates validator infrastructure across over 40 blockchain networks, managing over $10 billion in staked assets with a perfect track record of zero slashing incidents [4][11] Group 2: Operational Insights - The non-custodial architecture allows AlphaTON to maintain complete control over its assets while P2P.org manages the technical aspects of validator operations [7] - Staking operations will begin immediately after BitGo's integration, with P2P.org providing monitoring, reporting, and automated reward distribution services [8] - This partnership aims to maximize shareholder value through active treasury management and is part of AlphaTON's broader strategy to engage with blockchain infrastructure [6][9] Group 3: Company Overview - AlphaTON Capital focuses on building and managing a strategic reserve of TON tokens and developing the Telegram ecosystem, providing institutional-grade exposure to the TON ecosystem [9][10] - The company is led by CEO Brittany Kaiser and Chairman Enzo Villani, with activities spanning network validation, staking operations, and strategic investments in decentralized finance protocols [10]

🏢 At Midnight Summit 2025, @midnightfdn CTO Sebastien Guillemot (@SebastienGllmt) states that large companies and governments need rational privacy to adopt blockchain, but "cannot do this while also being aligned with their privacy laws." https://t.co/pHPZmBox0s ...