Some more notes:
▶️Three crypto bills. Bills to become an Act/Law need to be passed by the senate and the house and then signed by the president.
GENIUS Act: Passed by House and Senate, signed into law by President Trump on July 18, 2025. Regulates stablecoins.
CLARITY Act: Passed by House (294-134) on July 17, 2025, now under Senate consideration. Defines digital asset regulations.
Anti-CBDC Act: Passed by House (218-210) on July 17, 2025, attached to the National Defense Authorization Act, awaiting Senate action. Prohibits Federal Reserve from issuing a central bank digital currency.
▶️Total ETH held by Eth ETFs: 5.49 million
Total BTC held by BTC ETFs: 1.38 million
Total BTC held by MSTR: 607,770
Total BTC held by treasury companies: 917,853 (incl. MSTR's)
ETH held by Sharplink: 360,807
ETH held by Bitmine: 300,657
▶️Three crypto bills. Bills to become an Act/Law need to be passed by the senate and the house and then signed by the president.
GENIUS Act: Passed by House and Senate, signed into law by President Trump on July 18, 2025. Regulates stablecoins.
CLARITY Act: Passed by House (294-134) on July 17, 2025, now under Senate consideration. Defines digital asset regulations.
Anti-CBDC Act: Passed by House (218-210) on July 17, 2025, attached to the National Defense Authorization Act, awaiting Senate action. Prohibits Federal Reserve from issuing a central bank digital currency.
▶️Total ETH held by Eth ETFs: 5.49 million
Total BTC held by BTC ETFs: 1.38 million
Total BTC held by MSTR: 607,770
Total BTC held by treasury companies: 917,853 (incl. MSTR's)
ETH held by Sharplink: 360,807
ETH held by Bitmine: 300,657
Eth 4k 🎇🎇🎇
Congrats to those who longed on my call 🎉🎉🎉
Paid group members eating bigly 🍾🍾🍾
Congrats to those who longed on my call 🎉🎉🎉
Paid group members eating bigly 🍾🍾🍾
👍3
Guys, I don't have a paid group. I said that as a joke.
(requesting members of paid group to say the same when topic comes up in other groups)
🤣3
💠Some TL;DRs of latest developments
▶️Hyperliquid's HIP-3
(Improvement Proposal)
HIP 3 is a feature for the Hyperliquid exchange that will allow users to create new trading markets for any asset.
How it works: To create a new market, a user must have 1 million HYPE tokens staked, which can be either owned or delegated. This stake can be slashed if the creator acts maliciously. The creator of an approved market can earn 50% of the trading fees it generates.
Potential: The feature is viewed as a significant potential development for the platform. It is expected to enable the creation of new markets for a wider range of assets, such as tokenized equities, commodities, and FX (foreign exchange). This would broaden the scope of tradable instruments available on Hyperliquid.
Main Risk: A major concern is the regulatory risk , as creating on-chain markets for traditional assets like equities could attract scrutiny from regulators.
▶️Jito's BAM
Jito's Block Assembly Marketplace (BAM) is a new architecture for the Solana blockchain that aims to make transaction processing fairer, more private, and more programmable.
What it does: BAM introduces a system where specialized "BAM Nodes" use secure hardware to order and encrypt transactions before they're sent to validators. This prevents malicious practices like "sandwich attacks" that can harm traders.
The bigger picture: BAM essentially gives developers and applications on Solana more control over how their transactions are processed. This opens up new possibilities for things like high-frequency trading and custom market rules, while also creating new revenue streams for validators and developers. It's a major upgrade designed to improve Solana's overall efficiency and appeal to both retail and institutional users.
▶️Stripe's Tempo Blockchain
Stripe's Tempo is a high-performance, payments-focused blockchain being developed in partnership with crypto firm Paradigm. While in stealth mode, it's designed as a layer-1 chain specifically for stablecoin transactions. This move is a strategic play to take control of the entire stablecoin payments stack, from wallets to the underlying blockchain. This strategy is reinforced by Stripe's recent, high-profile acquisitions in the crypto space, including stablecoin infrastructure provider Bridge for a reported $1.1 billion and crypto wallet developer Privy.
▶️Hyperliquid's HIP-3
(Improvement Proposal)
HIP 3 is a feature for the Hyperliquid exchange that will allow users to create new trading markets for any asset.
How it works: To create a new market, a user must have 1 million HYPE tokens staked, which can be either owned or delegated. This stake can be slashed if the creator acts maliciously. The creator of an approved market can earn 50% of the trading fees it generates.
Potential: The feature is viewed as a significant potential development for the platform. It is expected to enable the creation of new markets for a wider range of assets, such as tokenized equities, commodities, and FX (foreign exchange). This would broaden the scope of tradable instruments available on Hyperliquid.
Main Risk: A major concern is the regulatory risk , as creating on-chain markets for traditional assets like equities could attract scrutiny from regulators.
▶️Jito's BAM
Jito's Block Assembly Marketplace (BAM) is a new architecture for the Solana blockchain that aims to make transaction processing fairer, more private, and more programmable.
What it does: BAM introduces a system where specialized "BAM Nodes" use secure hardware to order and encrypt transactions before they're sent to validators. This prevents malicious practices like "sandwich attacks" that can harm traders.
The bigger picture: BAM essentially gives developers and applications on Solana more control over how their transactions are processed. This opens up new possibilities for things like high-frequency trading and custom market rules, while also creating new revenue streams for validators and developers. It's a major upgrade designed to improve Solana's overall efficiency and appeal to both retail and institutional users.
▶️Stripe's Tempo Blockchain
Stripe's Tempo is a high-performance, payments-focused blockchain being developed in partnership with crypto firm Paradigm. While in stealth mode, it's designed as a layer-1 chain specifically for stablecoin transactions. This move is a strategic play to take control of the entire stablecoin payments stack, from wallets to the underlying blockchain. This strategy is reinforced by Stripe's recent, high-profile acquisitions in the crypto space, including stablecoin infrastructure provider Bridge for a reported $1.1 billion and crypto wallet developer Privy.
😨2👍1
The lion doesn't concern himself with claiming monad airdrop.
(the lion is ineligible)
😁2
I’m out of the market.
I wish I could say that this experience was a positive one, but I’d be lying. Narrative after narrative, it feels like I am always two steps behind. Everyone in my life told me that I’ve been wasting my life, and honestly, they are right.
Five years have gone by since entering the “crypto currency market” (if you can call a gambling bazaar a market) and all I have to show for it is a hollow echo in my bank account and a mirror that won’t stop judging me.
The rotations were supposed to be exciting, yet each one only gave me more mental illness:
• the Trading-card-game meta that ended even before my PSA 10 slabs even arrived
• the Perp DEX meta that liquidated my entire collateral overnight on October 10
• the privacy meta which until now we don't know why it pumped
• the x402 meta that lasted just a week
• the robotics meta that has just produced larp on-chain tokens again
While stocks pumped to another fresh high crypto bleeds out in silence. Retail? Gone. New money? A myth.
I’m exhausted and I need to step back and take a hard look at myself in the mirror. I wish you guys nothing but the best. Please do not contact me. I am walking away before the next rotation grinds what’s left of me into dust.
I wish I could say that this experience was a positive one, but I’d be lying. Narrative after narrative, it feels like I am always two steps behind. Everyone in my life told me that I’ve been wasting my life, and honestly, they are right.
Five years have gone by since entering the “crypto currency market” (if you can call a gambling bazaar a market) and all I have to show for it is a hollow echo in my bank account and a mirror that won’t stop judging me.
The rotations were supposed to be exciting, yet each one only gave me more mental illness:
• the Trading-card-game meta that ended even before my PSA 10 slabs even arrived
• the Perp DEX meta that liquidated my entire collateral overnight on October 10
• the privacy meta which until now we don't know why it pumped
• the x402 meta that lasted just a week
• the robotics meta that has just produced larp on-chain tokens again
While stocks pumped to another fresh high crypto bleeds out in silence. Retail? Gone. New money? A myth.
I’m exhausted and I need to step back and take a hard look at myself in the mirror. I wish you guys nothing but the best. Please do not contact me. I am walking away before the next rotation grinds what’s left of me into dust.
🥰3
Younger brother came into town for the holidays, we were talking about LINK yesterday.
Trying to figure out why it's been so weak, even with strong equity markets. He threw me a curveball.
"LINK isn't that cool anymore."
Blew my mind. The kid is 22.
"Prediction markets are better, and stocks too because they don't get rugged 24/7".
I looked much deeper last night...and what I'm observing under the surface is not technical or fundamental.
It's cultural. A social shift. Attention has relocated.
Starts on youtube. Views are down across anything related to LINK.
A LINK youtuber with 139K subscribers said that his viewership had dropped more in the last 2 weeks than anything he's seen in 5 years.
Trying to figure out why it's been so weak, even with strong equity markets. He threw me a curveball.
"LINK isn't that cool anymore."
Blew my mind. The kid is 22.
"Prediction markets are better, and stocks too because they don't get rugged 24/7".
I looked much deeper last night...and what I'm observing under the surface is not technical or fundamental.
It's cultural. A social shift. Attention has relocated.
Starts on youtube. Views are down across anything related to LINK.
A LINK youtuber with 139K subscribers said that his viewership had dropped more in the last 2 weeks than anything he's seen in 5 years.
✍3