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
▶️Crypto News & Updates
The Uniswap governance voted to pass the UNIfication proposal
- activates "fee switch"
- fees will burn UNI tokens on an ongoing basis
- removes frontend fees collected from uniswap's interface, wallet & api
- burn 100 million UNI
Trust wallet browser extension vulnerability was exploited
- users lost $7 million
- Trust Wallet will cover the losses
- Team issued updated version with fix
Aave token alignment proposal failed its snapshot governance vote
- the final outcome was as follows:
NAY: 994.8k (55.29%)
ABSTAIN: 741.6k (41.21%)
YAE: 63.0k (3.50%)
- proposal would have stopped Aave Labs from redirecting cowswap revenue from Aave's frontend to Labs and would have let it flow to Aave DAO treasury
- proposal would also have started procedure for all things benefiting from using the "Aave" name to share at least a portion of revenue directly with the DAO
The Uniswap governance voted to pass the UNIfication proposal
- activates "fee switch"
- fees will burn UNI tokens on an ongoing basis
- removes frontend fees collected from uniswap's interface, wallet & api
- burn 100 million UNI
Trust wallet browser extension vulnerability was exploited
- users lost $7 million
- Trust Wallet will cover the losses
- Team issued updated version with fix
Aave token alignment proposal failed its snapshot governance vote
- the final outcome was as follows:
NAY: 994.8k (55.29%)
ABSTAIN: 741.6k (41.21%)
YAE: 63.0k (3.50%)
- proposal would have stopped Aave Labs from redirecting cowswap revenue from Aave's frontend to Labs and would have let it flow to Aave DAO treasury
- proposal would also have started procedure for all things benefiting from using the "Aave" name to share at least a portion of revenue directly with the DAO
▶️Crypto News & Updates
Flow blockchain was hacked for $3.9 million
- Flow is a blockchain built by the team behind the hyped CryptoKitties project from 2017
Lighter announced Lighter Infrastructure Token (LIT)
- token is allocated between the ecosystem (50%) and team/investors (50%)
- 25% of total supply will be distributed to season 1 & 2 participants
- some users on X reporting that $LIT is hitting their addresses
Saylor's Strategy (fka MicroStrategy) has acquired 1,229 BTC for ~$108.8 million at ~$88,568 per bitcoin
- company now holds 672,497 $BTC acquired for ~$50.44 billion at ~$74,997 per bitcoin
Tom Lee's Bitmine added 44,463 ETH
- now holds 4,110,525 ETH at $2,948 per ETH
People dropping their 2026 predictions for crypto on X
- ignore all of those
Flow blockchain was hacked for $3.9 million
- Flow is a blockchain built by the team behind the hyped CryptoKitties project from 2017
Lighter announced Lighter Infrastructure Token (LIT)
- token is allocated between the ecosystem (50%) and team/investors (50%)
- 25% of total supply will be distributed to season 1 & 2 participants
- some users on X reporting that $LIT is hitting their addresses
Saylor's Strategy (fka MicroStrategy) has acquired 1,229 BTC for ~$108.8 million at ~$88,568 per bitcoin
- company now holds 672,497 $BTC acquired for ~$50.44 billion at ~$74,997 per bitcoin
Tom Lee's Bitmine added 44,463 ETH
- now holds 4,110,525 ETH at $2,948 per ETH
People dropping their 2026 predictions for crypto on X
- ignore all of those
🥰2
▶️Crypto News & Updates
Metaplanet Acquires Additional 4,279 BTC
- Total Holdings Reach 35,102 BTC
Cypherpunk Technologies (DAT) adds $29 million in ZEC
- acquired 56,418 ZEC for approximately $29 million at an average price of $514 per coin
- total holdings to 290,062 ZEC, representing around 1.8% of Zcash’s circulating supply
- backed by Gemini co-founder Tyler Winklevoss
Trump Media Announces Plans to Distribute Digital Tokens to DJT Shareholders
- The distribution is expected to leverage Crypto.com’s technology, including the Cronos blockchain
- each ultimate beneficial owner will be eligible to receive one of the new digital tokens per whole share of DJT
- various rewards being made available to token holders periodically throughout the year
- rewards may include benefits or discounts tied to Trump Media products such as Truth Social, Truth+, and Truth Predict
Metaplanet Acquires Additional 4,279 BTC
- Total Holdings Reach 35,102 BTC
Cypherpunk Technologies (DAT) adds $29 million in ZEC
- acquired 56,418 ZEC for approximately $29 million at an average price of $514 per coin
- total holdings to 290,062 ZEC, representing around 1.8% of Zcash’s circulating supply
- backed by Gemini co-founder Tyler Winklevoss
Trump Media Announces Plans to Distribute Digital Tokens to DJT Shareholders
- The distribution is expected to leverage Crypto.com’s technology, including the Cronos blockchain
- each ultimate beneficial owner will be eligible to receive one of the new digital tokens per whole share of DJT
- various rewards being made available to token holders periodically throughout the year
- rewards may include benefits or discounts tied to Trump Media products such as Truth Social, Truth+, and Truth Predict
❤1
▶️Crypto News & Updates
🔷Hundreds of wallets drained on various EVM chains for small amounts (<$2k total per victim) with a root cause not yet identified
- as per ZachXBT
- $107K drained with the theft total still increasing
🔷Since mid-December Dexter has gradually overtaken Coinbase to become the largest daily facilitator for x402 transactions, capturing about 50% of the market
- according to Hashed's Dune dashboard & Wu Blockchain News
- There are now four x402 facilitators that have each processed over 10 million transactions: Coinbase, Dexter, PayAI, and DayDreams
🔷Aave founder Stani Kulechov said Aave Labs is committed to sharing non-protocol revenue with token holders
- "we’ll follow up soon with a formal proposal that will include specific structures for how this works"
- this was as a follow-up to the heavily discussed Alignment proposal, which was voted upon during Christmas
🔷Helium's CEO, Amir Haleem, announced the halt of the HNT buyback program
- due to negligible market response
- despite the buys, HNT's price didn't move significantly
- Data Credits (DC) burns continue unchanged
🔷Hundreds of wallets drained on various EVM chains for small amounts (<$2k total per victim) with a root cause not yet identified
- as per ZachXBT
- $107K drained with the theft total still increasing
🔷Since mid-December Dexter has gradually overtaken Coinbase to become the largest daily facilitator for x402 transactions, capturing about 50% of the market
- according to Hashed's Dune dashboard & Wu Blockchain News
- There are now four x402 facilitators that have each processed over 10 million transactions: Coinbase, Dexter, PayAI, and DayDreams
🔷Aave founder Stani Kulechov said Aave Labs is committed to sharing non-protocol revenue with token holders
- "we’ll follow up soon with a formal proposal that will include specific structures for how this works"
- this was as a follow-up to the heavily discussed Alignment proposal, which was voted upon during Christmas
🔷Helium's CEO, Amir Haleem, announced the halt of the HNT buyback program
- due to negligible market response
- despite the buys, HNT's price didn't move significantly
- Data Credits (DC) burns continue unchanged
▶️Crypto News & Updates
💠Michael Saylor's Strategy acquired 1,287 BTC
- to increase its BTC Reserve to ₿673,783
- and has increased its USD Reserve by $62 million to $2.25 billion
💠Bitmine Immersion Technologies added 32,977 ETH last week
- company now holds 4.1435 million ETH (about 3.43% of total ETH supply)
💠Ledger had another data breach via payment processor Global-e
- leaking the personal data of customers (name & other contact information)
- as reported by ZachXBT
💠Starknet has experienced a downtime of more than two hours
- team is actively investigating the issue and working to restore full functionality as quickly as possible
💠Binance announced Brevis (BREV) as its 60th HODLer Airdrops project
- Brevis (BREV) is a smart verifiable computing platform that provides the foundational infrastructure for scalable, trustless computation across blockchain, data and AI systems
💠American Bitcoin has increased its total Bitcoin reserve to ~5,427 BTC
- added 329 BTC since its last holdings update (16th December, 2025)
💠Michael Saylor's Strategy acquired 1,287 BTC
- to increase its BTC Reserve to ₿673,783
- and has increased its USD Reserve by $62 million to $2.25 billion
💠Bitmine Immersion Technologies added 32,977 ETH last week
- company now holds 4.1435 million ETH (about 3.43% of total ETH supply)
💠Ledger had another data breach via payment processor Global-e
- leaking the personal data of customers (name & other contact information)
- as reported by ZachXBT
💠Starknet has experienced a downtime of more than two hours
- team is actively investigating the issue and working to restore full functionality as quickly as possible
💠Binance announced Brevis (BREV) as its 60th HODLer Airdrops project
- Brevis (BREV) is a smart verifiable computing platform that provides the foundational infrastructure for scalable, trustless computation across blockchain, data and AI systems
💠American Bitcoin has increased its total Bitcoin reserve to ~5,427 BTC
- added 329 BTC since its last holdings update (16th December, 2025)
▶️Crypto News & Updates
💠AI agent launchpad Virtuals announced tiered system for launches on its platform
- "Pegasus" tier for early stage
- "Unicorn" for growth stage and
- "Titan" for large scale launches
- Different rules, criteria, graduation mechanics, tokenomics, etc. based on tiers
💠Jupiter's jupUSD stablecoin is live on solana mainnet
- built in partnership with Ethena
- jupUSD will be used across Jupiter ecosystem products such as Lend, collateral for perps, trading
- Initially, 90% of reserves will be held in USDtb, a licensed, GENIUS-compliant stablecoin, collateralized by BlackRock’s BUIDL Fund, with a 10% USDC liquidity buffer, paired with a secondary pool on Meteora.
- over time, they plan to transition a portion of reserves to USDe
💠Polymarket has launched prediction markets for housing prices
- users can bet on housing prices in NYC, Miami, SF, LA, Austin, and even the entire U.S. market
- all settling against published Parcl housing indices
- Parcl is an onchain real estate platform (RWA category, for context)
💠Morgan Stanley files with SEC for spot Bitcoin and Solana ETFs
- Bitwise CIO Matt Hougan noted, "Morgan Stanley manages 20 ETFs, but mostly under the Calvert/Parametric/Eaton Vance brands. These will be the 3rd and 4th ETFs to bear the "Morgan Stanley" brand. Pretty remarkable."
- surprisingly, no reports seen for an Ethereum ETF filing
💠MSCI confirmed Digital Asset Treasury Companies will remain in MSCI Indexes for the Feb 2026 review
- In May/June 2024, MicroStrategy was added to the MSCI World Index (and related indexes like ACWI), boosting its visibility and attracting passive inflows
- MSCI launched a consultation in late 2025 to potentially exclude "Digital Asset Treasury Companies" (DATs)
- On January 6, 2026, MSCI announced it would not proceed with the exclusion for now, citing the need for further research and broader consultation on classifying non-operating asset holders
💠AI agent launchpad Virtuals announced tiered system for launches on its platform
- "Pegasus" tier for early stage
- "Unicorn" for growth stage and
- "Titan" for large scale launches
- Different rules, criteria, graduation mechanics, tokenomics, etc. based on tiers
💠Jupiter's jupUSD stablecoin is live on solana mainnet
- built in partnership with Ethena
- jupUSD will be used across Jupiter ecosystem products such as Lend, collateral for perps, trading
- Initially, 90% of reserves will be held in USDtb, a licensed, GENIUS-compliant stablecoin, collateralized by BlackRock’s BUIDL Fund, with a 10% USDC liquidity buffer, paired with a secondary pool on Meteora.
- over time, they plan to transition a portion of reserves to USDe
💠Polymarket has launched prediction markets for housing prices
- users can bet on housing prices in NYC, Miami, SF, LA, Austin, and even the entire U.S. market
- all settling against published Parcl housing indices
- Parcl is an onchain real estate platform (RWA category, for context)
💠Morgan Stanley files with SEC for spot Bitcoin and Solana ETFs
- Bitwise CIO Matt Hougan noted, "Morgan Stanley manages 20 ETFs, but mostly under the Calvert/Parametric/Eaton Vance brands. These will be the 3rd and 4th ETFs to bear the "Morgan Stanley" brand. Pretty remarkable."
- surprisingly, no reports seen for an Ethereum ETF filing
💠MSCI confirmed Digital Asset Treasury Companies will remain in MSCI Indexes for the Feb 2026 review
- In May/June 2024, MicroStrategy was added to the MSCI World Index (and related indexes like ACWI), boosting its visibility and attracting passive inflows
- MSCI launched a consultation in late 2025 to potentially exclude "Digital Asset Treasury Companies" (DATs)
- On January 6, 2026, MSCI announced it would not proceed with the exclusion for now, citing the need for further research and broader consultation on classifying non-operating asset holders
▶️Crypto News & Updates
🔷Morgan Stanley filed with the U.S. SEC to launch a spot Ethereum ETF
- less than 24 hours after its Bitcoin and Solana ETF submissions
- also seeking to generate rewards from staking a portion of the fund's holdings
🔷Stripe's Tempo blockchain introduces TIP-20 native token standard
- designed for stablecoins and payments use cases
TIP-20 comes with features built for real-world payments:
• Transfer memos for payment reconciliation
• Policy registries for compliance controls
• Native reward distribution for yield-bearing tokens
• Gas fees paid in any stablecoin
🔷Nike has sold its stake in digital collectibles platform RTFKT
- which it acquired during peak NFT mania in 2021
- RTFKT will continue operations under a new, unnamed owner
🔷Fireblocks acquires crypto accounting platform TRES Finance for $130 million
- TRES Finance helps CFOs and accountants at these companies track and monitor how much cryptocurrency they hold, how many assets are flowing into their coffers, and how much is flowing out
🔷Tether and Rumble Launch Rumble Wallet
- Bringing Self-Custodial Crypto Payments to Millions of Creators and Users
- integrated directly into the Rumble platform
- Rumble Wallet supports Tether USD (USDT), Tether Gold (XAUT), and Bitcoin (BTC)
- Rumble is a Youtube competitor, for context
🔷Morgan Stanley filed with the U.S. SEC to launch a spot Ethereum ETF
- less than 24 hours after its Bitcoin and Solana ETF submissions
- also seeking to generate rewards from staking a portion of the fund's holdings
🔷Stripe's Tempo blockchain introduces TIP-20 native token standard
- designed for stablecoins and payments use cases
TIP-20 comes with features built for real-world payments:
• Transfer memos for payment reconciliation
• Policy registries for compliance controls
• Native reward distribution for yield-bearing tokens
• Gas fees paid in any stablecoin
🔷Nike has sold its stake in digital collectibles platform RTFKT
- which it acquired during peak NFT mania in 2021
- RTFKT will continue operations under a new, unnamed owner
🔷Fireblocks acquires crypto accounting platform TRES Finance for $130 million
- TRES Finance helps CFOs and accountants at these companies track and monitor how much cryptocurrency they hold, how many assets are flowing into their coffers, and how much is flowing out
🔷Tether and Rumble Launch Rumble Wallet
- Bringing Self-Custodial Crypto Payments to Millions of Creators and Users
- integrated directly into the Rumble platform
- Rumble Wallet supports Tether USD (USDT), Tether Gold (XAUT), and Bitcoin (BTC)
- Rumble is a Youtube competitor, for context
▶️Crypto News & Updates
🔷Ethereum-based DeFi protocol Truebit suffered a $26.6 million exploit
- exploit targeted a vulnerability in a smart contract deployed five years ago
- Truebit is an Ethereum-based verification and computation protocol
- the price of Truebit's TRU token plummeted 99.9%
🔷The entire staff of the Electric Coin Company, the developer behind the privacy-focused blockchain ZCash, resigned
- CEO Josh Swihart announced the mass departure on X, citing a governance clash with the majority of the Bootstrap board of directors, which governs ECC
- Bootstrap is a nonprofit created to govern ECC and support the Zcash ecosystem
- the protocol itself remains unaffected by the personnel changes
- the developers that quit are now building a new Zcash wallet
🔷Ethereum-based DeFi protocol Truebit suffered a $26.6 million exploit
- exploit targeted a vulnerability in a smart contract deployed five years ago
- Truebit is an Ethereum-based verification and computation protocol
- the price of Truebit's TRU token plummeted 99.9%
🔷The entire staff of the Electric Coin Company, the developer behind the privacy-focused blockchain ZCash, resigned
- CEO Josh Swihart announced the mass departure on X, citing a governance clash with the majority of the Bootstrap board of directors, which governs ECC
- Bootstrap is a nonprofit created to govern ECC and support the Zcash ecosystem
- the protocol itself remains unaffected by the personnel changes
- the developers that quit are now building a new Zcash wallet