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X @mert | helius.dev
mert | helius.dev· 2025-11-06 10:58
no this is a psyop by early crypto people to convince the feds that ppl wouldn't use blockchains for bad thingsthe point of crypto has never been transparency, it has always been verifiability(specifically verify trust without a central authority)i.e verify that this guy has the money he says he does, verify that my money is mine, verify that he's not rugging metransparency was the first way of doing verification in 2008 because we didn't have the tech we have todayit is the blackberry of blockchain technow ...
X @Polkadot
Polkadot· 2025-11-06 10:34
RT byte (@byteboro)maybe the coolest thing about the polkadot migration:the relay chain (L0, L1, whatever you wanna call it) verifies every single state transition of every block of all its rollups are valid according to the chain's runtime, and that is why putting all user activity on one of its rollups is possible - the security does not changenone of this posting optimistic updates every 30 minutes or once a day or something and everything in between is just 'trust me bro', it's literally every. single. ...
Zacks Industry Outlook Futu, Dave and Coherent
ZACKS· 2025-11-06 10:31
Core Insights - The Technology Services industry has experienced significant growth since the pandemic, driven by remote work adoption and technological advancements such as 5G, blockchain, AI, and ML [1][5][7] Industry Overview - The Zacks Technology Services industry includes companies that produce, develop, and design software support, data processing, computing hardware, and communications equipment [3] - This industry serves both consumer and business markets, offering a wide range of services including advanced analytics, clinical research, data storage technology, and technology-enabled financial services [4] Future Trends - The industry is mature with a healthy demand for services, and revenues are expected to return to pre-pandemic levels, supporting stable dividends for most players [5] - Economic recovery is benefiting the sector, with GDP growth of 3.8% in Q2 2025 and a strong Services PMI indicating robust non-manufacturing sector activity [6] - The global shift towards digitization is creating opportunities in markets like 5G, blockchain, and AI, with the GenAI market projected to reach $59 billion in 2025 and a CAGR of 37.6% from 2025 to 2031 [7] Industry Performance - The Zacks Technology Services industry has outperformed the broader Zacks Business Services sector and the S&P 500, with a 53% increase over the past year compared to a 7.5% decline in the sector and a 17.9% rise in the S&P 500 [10] - The industry is currently trading at an EV-to-EBITDA ratio of 17.19X, lower than the S&P 500's 18.33X, indicating potential valuation opportunities [11] Company Highlights - **Futu Holdings**: A digitalized securities brokerage with a 69.7% year-over-year revenue increase in Q2 2025, and a 1,570 basis points expansion in operating margin. The company added 262,000 funded accounts, totaling 2.7 million [12][13] - **Dave**: A financial services platform that added 843,000 members, resulting in a 60% year-over-year revenue increase. The company raised its full-year revenue guidance to $544-$547 million [15][19] - **Coherent Corp.**: A leader in photonics with a 16.4% year-over-year revenue growth in Q4 2025, driven by demand for 800G transceivers. The company introduced a new 1.6T transceiver, enhancing its market position [20][21]
X @mert | helius.dev
mert | helius.dev· 2025-11-06 09:39
RT genzcash (@genzcash).@0xmert_ explains his 1000x privacy thesis:“The last 12-13 years, we were working on getting Bitcoin to be legitimized as well as programmability (Ethereum) and scale in blockchains (Solana) to work.Now that those work, there is one thing left that is asymmetric in upside and impact for the entire industry: privacy.” ...
X @BNB Chain
BNB Chain· 2025-11-06 09:00
gm from the builder's chain 👷 ⛓️ ...
X @Chainlink
Chainlink· 2025-11-06 08:00
“We now want to provide our institutional-grade data onchain.”Dr. Alireza Dorfard discusses Deutsche Börse Group’s recent integration to bring its trusted market data to 40+ blockchains via Chainlink.Watch now ↓ ...
X @Wu Blockchain
Wu Blockchain· 2025-11-06 06:16
Coinbase submitted feedback to the U.S. Treasury, urging it to strictly follow congressional intent when implementing the GENIUS Act. The exchange called for excluding non-financial software, blockchain validators, and open-source protocols from regulation, and clarified that the Act’s interest ban applies only to stablecoin issuers—not intermediaries offering rewards. Coinbase also recommended treating payment stablecoins as cash equivalents for tax and accounting purposes.https://t.co/Al0YLsCpZI ...
X @Solana
Solana· 2025-11-06 05:36
RT milian (@milianstx). @Arcium is turning @solana into a privacy powerhouse.Every ecosystem is approaching privacy differently — on Solana, it’s happening through speed, apps, users, and minimal trust assumptions.It’s quietly becoming one of, if not the strongest privacy blockchain.Take this as you will. ...
X @BSCN
BSCN· 2025-11-06 04:52
MASTERCARD JOINS RIPPLE AND GEMINI TO PILOT RLUSD STABLECOIN SETTLEMENTS ON XRPL- @Mastercard partnered with @Ripple and @Gemini to test credit card settlements using RLUSD, Ripple’s U.S. dollar–backed stablecoin, on the XRP Ledger (XRPL).- If successful, this could mark one of the first times a regulated U.S. bank settles fiat-based credit card transactions on a public blockchain.The Pilot Explained- The pilot links Gemini’s credit card, issued by WebBank, to Mastercard’s settlement network.- Instead of us ...