RT Crypto.com Research & Insights (@cryptocom_rni)DeFi+L1L2 Update:📽️ @cryptocom and https://t.co/e8cWRtup2O partnered on an entertainment-focused prediction market📈 USDC's monthly velocity on Ethereum is 3.5x higher than USDT's✅ Ethereum developers confirmed the Fusaka upgrade for 3 DecFull details 👇https://t.co/nSrSk9C03B ...

🚨 JUST IN: Chainlink partners with SBI Digital Markets, the digital arm of Japan's SBI Group to bridge TradFi and DeFi using Chainlink’s CCIP. https://t.co/NJQyJ0C6ka ...

🎥 WATCH: Founder and CEO of Aave Stani Kulechov (@StaniKulechov) explains how to build trust and resiliency in Defi while speaking at @Chainlink's SmartCon https://t.co/1WajdnprDU ...

RT Uncap (@uncapfinance)A black box remains opaque. Putting it onchain doesn’t make it transparent.Uncap believes DeFi was meant to remove black boxes, not repackage them.Uncap is a fully transparent protocol built on the Liquity V2 model, where everything is verifiable onchain ↓ https://t.co/hSVm0Rdwvo ...

RT Cartridge (@cartridge_gg)You can now connect directly to @OpusMoney with your Controller.Better rates. Same wallet. Zero friction between gaming and DeFi. ...

RT Johann Eid (@EidJohann)A huge win for DeFi. Lido's wstETH has upgraded to CCIP.Look forward to making history together @LidoFinance 🤝 @chainlink ...

🔒 @laszlo_szabo from @kiln_finance calls on DeFi companies to come together to build a "more secure space" at @Chainlink SmartCon. https://t.co/c4O56j9Eng ...

Key Announcements - Chainlink Runtime Environment (CRE) is live, enabling the development of institutional-grade smart contracts with data, interoperability, compliance, and privacy [1] - Chainlink Confidential Compute was announced, unlocking onchain privacy use cases like private transactions and confidential data distribution [2] Strategic Vision - Chainlink aims to unify global finance through its infrastructure [1] - Chainlink positions itself as the system to bridge DeFi and TradFi [2] Technological Advancement - The Chainlink platform is expanding its capabilities to bring the world onchain [2]

Aave Horizon, the largest RWA lending market in DeFi, is upgrading its use of LlamaGuard NAV to leverage the Chainlink Runtime Environment (CRE) for robust pricing and enhanced security.Built in collaboration between Chainlink, @aave, @LlamaRisk, LlamaGuard NAV is purpose-built for pricing tokenized real-world assets (RWAs).With this integration, the Net Asset Value (NAV) data feeds used by Aave Horizon will be exclusively powered by CRE in collaboration with LlamaRisk.CRE provides a modular framework that ...

Core Insights - Bitcoin experienced a rally of over 3% after dipping below $100,000 for the first time since June, indicating potential recovery in the crypto market [1] - The recent decline in Bitcoin was attributed to various market pressures, including government shutdowns and a hawkish Federal Reserve, which affected market liquidity and risk appetite [3][4] - The recent deleveraging event in Bitcoin was noted as the largest in history, with ongoing ripple effects still being felt in the market [7][8] Market Dynamics - Bitcoin's break below its 200-day moving average is a significant technical indicator that traders are closely monitoring [2] - Funding stress observed in the secured overnight financing rate may signal early signs of market stress, although it has not yet impacted credit markets or bank equities [5][6] - The correlation between crypto and stock markets, particularly the NASDAQ 100, has been strong, with market makers trading both asset classes [10] Historical Context - Historical data suggests that after six consecutive months of stock market gains, there is an average gain of 3% in the following month, indicating potential for continued upward movement [11] - The current market environment, characterized by stretched valuations, particularly in AI-related stocks, may lead to a broader market expansion as investors seek mean-reverting opportunities [12][13] Investment Sentiment - Institutional investors are increasingly focusing on long-term positioning, with discussions extending beyond 2026, reflecting a strategic approach to current market conditions [13] - Despite concerns over valuations, key AI stocks are still viewed as reasonably valued due to their strong growth rates, suggesting continued interest in this sector [13]