Deadlier Notes
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Random things. No alpha. Not Financial Advice. Do your own research.

Run by @RealDeadlier.
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โ–ถ๏ธCrypto News & Updates

๐Ÿ’ Michael Saylor's Strategy acquired 1,287 BTC
- to increase its BTC Reserve to โ‚ฟ673,783
- and has increased its USD Reserve by $62 million to $2.25 billion

๐Ÿ’ Bitmine Immersion Technologies added 32,977 ETH last week
- company now holds 4.1435 million ETH (about 3.43% of total ETH supply)

๐Ÿ’ Ledger had another data breach via payment processor Global-e
- leaking the personal data of customers (name & other contact information)
- as reported by ZachXBT

๐Ÿ’ 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

๐Ÿ’ 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

๐Ÿ’ American Bitcoin has increased its total Bitcoin reserve to ~5,427 BTC
- added 329 BTC since its last holdings update (16th December, 2025)
โ–ถ๏ธCrypto News & Updates

๐Ÿ’ 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

๐Ÿ’ 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 BlackRockโ€™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

๐Ÿ’ 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)

๐Ÿ’ 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

๐Ÿ’ 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
โ–ถ๏ธCrypto News & Updates

๐Ÿ”ทMorgan 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

๐Ÿ”ทStripe'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:
โ€ข Transfer memos for payment reconciliation
โ€ข Policy registries for compliance controls
โ€ข Native reward distribution for yield-bearing tokens
โ€ข Gas fees paid in any stablecoin


๐Ÿ”ทNike 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

๐Ÿ”ทFireblocks 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

๐Ÿ”ทTether 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
โ–ถ๏ธCrypto News & Updates

๐Ÿ”ทEthereum-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%

๐Ÿ”ทThe 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
Don't forget to monitor the situation
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๐Ÿ˜จCrypto News & Updates

๐Ÿ”ฅMichael Saylor's Strategy has acquired 13,627 BTC for ~$1.25 billion at ~$91,519 per bitcoin
- now holds 687,410 $BTC acquired for ~$51.80 billion at ~$75,353 per bitcoin
- Strategy's largest bitcoin buy in six months

๐Ÿ‘€Tom Lee's BitMine acquired 24,266 ETH
- BitMine Immersion now holds over 4.168 million ETH after its latest acquisitions

๐ŸซกWorld Liberty Financial Lending protocol is now live
- powered by Dolomite
- Current market size is $29 million, out of which almost $25 million comes from USD1
- it will support RWA & tokenization in the future &
- will be integrated with other WLFI products & broader DeFi ecosystem

๐Ÿ’ฒCrypto firm BitGo eyes up to $1.96 billion valuation in US IPO
- aims to raise as much as $201 million

๐Ÿ˜Eric Adams, former mayor of New York, announced the New York City token $NYC
- It surged to $600M mcap before dropping <$100M
- The team extracted over $1M by cycling USDC in and out of the liquidity pools
- according to Bubblemaps
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โ–ถ๏ธCrypto News & Updates

๐Ÿ’ YZi Labs (fka Binance Labs) invests 'multi-8-figure' in Genius Trading
- with CZ joining as advisor
- Genius is building a privacy-focused, self-custodial trading terminal offering spot, perpetuals, and copy trading across more than 10 blockchains

๐Ÿ’ Zama launching token sale at $55 million floor FDV
- via CoinList and own auction app
- The Zama Confidential Blockchain Protocol enables confidential smart contracts on top of any L1 or L2 using FHE
- Zama has previously raised $130 million in 2 funding rounds (as per cryptorank), though it is likely that the funding was not purely a token sale

๐Ÿ’ Crypto Market Structure Bill Update
- U.S. Senate Banking Committee Chair Tim Scott released an updated bipartisan crypto market structure bill
- that would ban interest-like rewards for simply holding stablecoins while allowing incentives tied to user activity
- The new draft attempts to draw a clear policy line by permitting stablecoin rewards only when users transact, stake, provide liquidity, or post collateral rather than earn yield on idle balances
- Recommend you to dig into detail on this subject if it is of interest to you as headlines and even articles do not tell you all that you should know about topics of legislation

๐Ÿ’ Polygon Labs buys two crypto startups for $250 million as it looks to compete with Stripe
- as per Fortune
- The deal for Coinme, its latest payments play, was for between $100 and $125 million
- which implies that the price for Sequence was somewhere between $125 and $150 million
- The Seattle-based Coinme, which specializes in converting cash into crypto and is known for its work with crypto ATMs, has a suite of money transmitter licenses in the U.S
- Toronto-based Sequence builds out blockchain infrastructure, including crypto wallets
I am a bit afk so not posting news & updates. Will be back soon-ish.

Meanwhile, remember...

Alt season starts tomorrow ๐Ÿ‘
๐Ÿ‘1
Crypto Market Structure Bill Updates
โ–ถ๏ธCrypto News & Updates

๐Ÿ”ทBitmine Immersion Technologies (BMNR) Announces $200 Million Investment in Beast Industries
- BMNR is the top Ethereum Treasury Company with Tom Lee as Chairman
- "We look forward to exploring ways to further collaborate and incorporate DeFi into our upcoming financial services platform." said the CEO of Beast Industries

๐Ÿ”ทParadigm leads $7.1 million seed round for attention market Noise
- Noise is building a prediction market-style platform where users can wager on whether social media topics today will continue to be relevant tomorrow, similar to โ€œa stock market for trends.โ€
- The team is now preparing for a mainstream launch on Base, the Ethereum Layer 2 incubated by Coinbase

๐Ÿ”ทX is revising its developer API policies to no longer allow apps that reward users for posting on the social media platform
- InfoFi players Kaito and Cookie announced they will sunset their respective platforms and are seeking ways to pivot
- $KAITO & $COOKIE dumped 25%+ from their recent highs

๐Ÿ”ทOn January 10, a victim lost more than $282 million worth of LTC and BTC in a hardware wallet social engineering scam
- according to ZachXBT
- The attacker then converted the stolen LTC and BTC into Monero via multiple instant exchanges
- briefly driving a sharp spike in XMRโ€™s price

๐Ÿ”ทBNB Foundation announced the completion of the 34th quarterly burn
- A total of 1.37m BNB was burned
- the total circulating supply of BNB has decreased to 136.36m (started from 200m at TGE)

๐Ÿ”ทSui Network experienced a prolonged disruption for approximately six hours
- due to an internal divergence in validator consensus processing causing a network stall

๐Ÿ”ทBinance Wallet (Web) launches perpetual futures trading
- powered by Aster

๐Ÿ”ทMetamask Wallet launched support for Justin Sun's Tron Network
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โ–ถ๏ธCrypto News & Updates

๐Ÿ”ทThe New York Stock Exchange is developing a platform for trading and onchain settlement of tokenized U.S. equities and ETFs
- pending regulatory approval
- the platform will enable features including round-the-clock trading, fractional share purchases, orders sized in dollar amounts, immediate settlement using tokenized capital and stablecoin-based funding

๐Ÿ”ทParadex halted services after database tweaks triggered erroneous funding calculations, wiping out positions as prices glitched to zero
- announced rollback after the perp DEX users report mass liquidations
- team confirmed root cause identified; no funds lost

๐Ÿ”ทMichael Saylor's Strategy has acquired 22,305 BTC for ~$2.13 billion at ~$95,284 per bitcoin
- now holds 709,715 $BTC acquired for ~$53.92 billion at ~$75,979 per bitcoin

๐Ÿ”ทTom Lee's BitMine acquired 35,268 ETH worth around ~$116M last week
- company now holds 4.203 million ETH valued at ~$13B

๐Ÿ”ทSolana Mobile activated SKR airdrop today
- targeting over 100,000 Seeker users and 188 developers with 1.82 billion tokens based on engagement tiers
- SKR empowers holders to delegate for network security and elect "Guardians" to curate Seeker app store offerings, boosting Solana's mobile DeFi integration
- Total Supply of SKR: 10 billion, Current FDV: $110 million

๐Ÿ”ทDeFi project Makina finance was exploited for $4-5 million
Another $1B+ liquidations day ๐Ÿ‘Œ๐Ÿ‘Œ๐Ÿ‘Œ

it's been a while
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โ–ถ๏ธCrypto News & Updates

๐Ÿ”ทNovogratz's Galaxy Digital plans $100 million hedge fund with crypto focus
- Galaxy Digital has secured $100 million for a hedge fund launching in the first quarter
- will allocate up to 30% to crypto and 70% to financial services equities

๐Ÿ”ทTrump Media (DJT on Nasdaq) is targeting Feb. 2 as its date of record
- for its upcoming rewards token to be distributed to beneficial company owners and shareholders

- Crypto.com will mint the digital tokens and retain custody of them โ€œpending distribution.โ€
- announcement does not reveal much new information about the forthcoming token
- the token may unlock โ€œbenefits or discounts tied to Trump Media products,โ€ it may not be transferable or exchanged for cash

๐Ÿ”ทDecentralized social media infrastructure firm Neynar is acquiring Farcaster
- Neynar will "now maintain the Farcaster protocol, run the Farcaster clients and operate Clanker"

๐Ÿ”ทMask Network takes over Lens Protocol with goal to build 'products people actually use'
- Mask Network is also known for its support of Mastodon, another decentralized social ecosystem

๐Ÿ”ทUS fast-food chain Steak 'n Shake announced that starting March 1, it will provide Bitcoin bonuses to all hourly employees
- For every hour worked, employees will receive an additional $0.21 worth of Bitcoin
- employees are required to complete a two-year vesting period before they can collect these Bitcoins
- powered by Fold App
People who were farming for farcaster airdrop are now farming for neynar airdrop ๐ŸŽฎ
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โ–ถ๏ธCrypto News & Updates

๐Ÿ’ Ledger eyes $4B NYSE IPO after 2025 revenues hit triple-digit millions
- Ledger secures $480B+ in assets, including 30% of NFTs

๐Ÿ’ Superstate raises $82.5 million Series B funding
- to expand onchain equity issuance infrastructure
- The company is scaling its Opening Bell platform and regulated market infrastructure to support direct onchain share issuance, settlement, and shareholder recordkeeping

๐Ÿ’ YZi Labs (fka Binance Labs) has made a strategic investment in BitGoโ€™s IPO
- did not disclose the size of its investment in the IPO
- For context, BitGo Holdings priced its IPO at $18 per share, above the marketed range of $15 to $17. The company sold 11.8 million shares to raise $212.8 million, giving it a valuation of approximately $2.08 billion

๐Ÿ’ TIL there's a decentralized satellite internet project called 'Spacecoin'
- Spacecoin announced a strategic partnership and token swap with World Liberty Financial (WLFI)
- The collaboration aims to integrate DeFi with satellite internet connectivity, with WLFI utilizing its stablecoin, USD1, to provide payment and settlement services

๐Ÿ’ Layer 1 protocol Saga paused its SagaEVM chain after a security exploit drained nearly $7 million
- the exploit involved a coordinated sequence of contract deployments, liquidity movements and cross-chain interactions that allowed the attacker to extract funds rapidly

๐Ÿ’ Ondo Finance launched Ondo Global Markets on Solana
- tokenizing over 200 U.S. stocks, commodities and ETFs
- Ondo also listed tokenized version of BitGo's share on its NYSE debut day itself
- Just-in-time mint & redeem during market hours facility is available on Jupiter
Deadlier Notes
a16z crypto has been buying tokens worth 8 & 9 figures recently. These are top names that did airdrops in last few years and their prices have suffered from the brutal state of liquidity in alts. So, a16z crypto seems to be buying up what appear to be lockedโ€ฆ
This is/was worth keeping an eye on.

I remember buying $SOL at $30-35 in mid-2021 after a16z's announcement of 9 figure investment in it iirc.

Unique tech + competitive advantage + lack of hacks/exploits + actual product usage = pmf-powered growth story/narrative

LayerZero has good chance of performing well in the future.

a16z crypto has also been investing 8 figures in private token sales of multiple other projects. you can track those on cryptorank or any other website. and also track other successful crypto funds and maybe share your research with me in dm. thx.

private token sales make sense because gaining new & sticky users is challenging for new projects. same set of airdrop farmers are using these projects and abandoning most after airdrop and tge.

venture investments have moved a lot towards crypto equiities as there is broader lack of liquidity in the altcoin space and most projects are not performing well after tge.

all this has led to some quality tokens trading at valuations which are considered 'cheap' during bull markets. we call them 'gems'.

so, there might be a play here.

of course, none of this is financial advice.
Todayโ€™s my last day in crypto

This industryโ€™s a joke and I do not wish to continue

Selling whatever I got left and investing in some irl business

To everyone whoโ€™s supported me through the years: I love you

Take care yโ€™all!
๐Ÿซก6๐Ÿ‘Ž1
Apple has announced new airtag which you can plant on that cousin of yours who keeps talking about cryptocurrency at every family function and run away as soon as the tag tells you he's close to you.
โ–ถ๏ธCrypto News & Updates

๐Ÿ”ทEthereum treasury firm ETHZilla has purchased two CFM56-7B24 jet engines for $12.2 million
- through a newly formed aerospace subsidiary
- after selling at least $114.5 million worth of ETH. The engines are leased to a major airline
- as per Wu Blockchain News

๐Ÿ”ทNFT platform Nifty Gateway announced that it will officially close on February 23, 2026
- the platform has entered "withdrawal-only mode"
- Nifty Gateway was one of the earliest NFT trading and management platforms and was acquired by cryptocurrency exchange Gemini in 2019

๐Ÿ”ทSaylor's Strategy has acquired 2,932 BTC for ~$264.1 million at ~$90,061 per bitcoin
- Strategy now holds 712,647 $BTC acquired for ~$54.19 billion at ~$76,037 per bitcoin

๐Ÿ”ทTom Lee's BitMine acquired 40,302 ETH
- The company holds 4,243 million ETH valued at ~$12.8B

๐Ÿ”ทMatcha Meta sees $16.8 million drained in SwapNet incident
- Matcha Meta disabled the SwapNet integration and removed direct allowances on individual aggregator contracts as investigations continue
- Matcha Meta is built by 0x Project, for context
โ–ถ๏ธCrypto News & Updates

๐Ÿ’ Crypto payments network Mesh hits unicorn status after $75 million Series C led by Dragonfly
- The company said its unified crypto payments layer now reaches more than 900 million users through integrations across exchanges, wallets, and financial services platforms

๐Ÿ’ Tether officially launches 'Made in America' USAT stablecoin
- USAT is issued through the federally regulated Anchorage Digital Bank, with Cantor Fitzgerald serving as reserve custodian and preferred primary dealer
- Former White House crypto policy advisor Bo Hines is leading the firm's U.S. push as CEO of Tether's USAT unit

๐Ÿ’ Trump family backed company 'American Bitcoin' increased its holdings by 416 $BTC
- bringing total reserves to 5,843 Bitcoin

๐Ÿ’ Nifty Gateway promises permanent NFT hosting in shutdown update
- Nifty Gateway promises permanent NFT hosting in shutdown update
- a subset of NFTs minted in 2021 or earlier have metadata that is permanently linked to Nifty Gatewayโ€™s own servers. For those assets, the firm said it will "continue to host the metadata indefinitely."

๐Ÿ’ First Avalanche ETF hits US markets as VanEck launches AVAX fund