๐ฎ GSR announced the launch of its first ETF, ticker BESO, which is an actively managed product investing in Bitcoin, Ethereum, and Solana with a 1% fee. James Seyffart expects basket ETFs, whether active or passive, to be among the fastest-growing segments in crypto ETFs in the coming years. The fund aims to outperform an index composed of #BTC, #ETH, and #SOL weightings. #etf
๐ $TAO is up 140% in 6 months.
$43M in Q1 protocol revenue
128 active subnets
Grayscale filed spot ETF (decision: August)
Multi-Timeframe Momentum on $TAO just flipped bullish across 1w, 1m, and 3m simultaneously.
Last 4 times this triple alignment happened on an AI/infra token โ $AAVE Q4 '20, $LINK Q2 '21, $RNDR Q1 '24, $TAO Q3 '24 โ the next 90 days averaged +82%.
AI crypto isn't a narrative anymore. It's a cash-flowing sector.
Multi-Timeframe Momentum โ #etf
$43M in Q1 protocol revenue
128 active subnets
Grayscale filed spot ETF (decision: August)
Multi-Timeframe Momentum on $TAO just flipped bullish across 1w, 1m, and 3m simultaneously.
Last 4 times this triple alignment happened on an AI/infra token โ $AAVE Q4 '20, $LINK Q2 '21, $RNDR Q1 '24, $TAO Q3 '24 โ the next 90 days averaged +82%.
AI crypto isn't a narrative anymore. It's a cash-flowing sector.
Multi-Timeframe Momentum โ #etf
๐ฝ Treasury Secretary Bessent says crypto is going to be a "very important payment rail."
๐ธ Last 7 days of crypto liquidations:
โข Total: $593M wiped
โข 81% were SHORTS
โข $BTC: $236M | $ETH: $143M | $SOL: $11M
Shorts paid the market $480M in one week.
However, Liquidation Levels indicate a $1.8B cluster of SHORT liquidations still sitting at $78โ79K.
Translation: $BTC is a magnet right now, and the people shorting it just funded the next leg up.
โข Total: $593M wiped
โข 81% were SHORTS
โข $BTC: $236M | $ETH: $143M | $SOL: $11M
Shorts paid the market $480M in one week.
However, Liquidation Levels indicate a $1.8B cluster of SHORT liquidations still sitting at $78โ79K.
Translation: $BTC is a magnet right now, and the people shorting it just funded the next leg up.
๐บ๐ธ๐ North Carolina Introduces Digital Asset & Stablecoin Act (HB 1029)
State-chartered banks and payment stablecoin issuers are now regulated, with a requirement for 100% reserve backing.
Florida and Alabama have already enacted similar frameworks.
North Carolina is positioning itself as a Bitcoin fintech hub. #stablecoin
State-chartered banks and payment stablecoin issuers are now regulated, with a requirement for 100% reserve backing.
Florida and Alabama have already enacted similar frameworks.
North Carolina is positioning itself as a Bitcoin fintech hub. #stablecoin
๐ DeFi TVL dropped $14B in 48 hours after the KelpDAO hack.
Aave alone lost $10B in deposits.
The question nobody is asking: cyclical fear, or structural repricing?
Network Stress Index is at the highest reading since FTX.
If cyclical, we're near the pain bottom. If structural, DeFi just entered a new regime.
3 signals that tell us within 7 days:
โข Stablecoin inflows into DEXes
โข Aave borrow rates normalizing
โข TVL/marketcap ratio recovery
Real-time Network Stress โ #hack
Aave alone lost $10B in deposits.
The question nobody is asking: cyclical fear, or structural repricing?
Network Stress Index is at the highest reading since FTX.
If cyclical, we're near the pain bottom. If structural, DeFi just entered a new regime.
3 signals that tell us within 7 days:
โข Stablecoin inflows into DEXes
โข Aave borrow rates normalizing
โข TVL/marketcap ratio recovery
Real-time Network Stress โ #hack
๐ต๏ธ If Sam Bankman-Fried's FTX didn't liquidate its investments following its collapse, it would still hold:
โข Solana: $5.1 billion (27x)
โข SpaceX: $15 billion (75x)
โข Cursor: $3 billion (15,000x)
โข Robinhood: $4.9 billion (8x)
โข Anthropic: $82.3 billion (165x)
โข Genesis Digital: $3.5 billion (3x)
Estimated Portfolio Value: $114,000,000,000
โข Solana: $5.1 billion (27x)
โข SpaceX: $15 billion (75x)
โข Cursor: $3 billion (15,000x)
โข Robinhood: $4.9 billion (8x)
โข Anthropic: $82.3 billion (165x)
โข Genesis Digital: $3.5 billion (3x)
Estimated Portfolio Value: $114,000,000,000
๐ฅท Andre Cronjeโs Flying Tulip introduces a TradFi-style circuit breaker to DeFi lending, utilizing a programmatic module to rate-limit outflows. In cases of abnormal withdrawals, such as smart contract exploits, oracle failures, or large position unwinds, the system automatically slows capital outflows and features a fail-open mechanism to ensure funds are not locked during a system failure.
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๐บ๐ธ๐ค American Bitcoin has completed the energization of approximately 11,298 additional ASICs, advancing its expansion plans and scaling its mining operations.
Total owned hashrate: ~28.1 EH/s
Mining capacity increase: ~12%
Total miners in the fleet: ~89,242
Added hashrate: ~3.05 EH/s at ~13.5 J/TH efficiency
This fleet expansion reinforces American Bitcoin's disciplined focus on maximizing Bitcoin accumulation at a structural advantage.
Total owned hashrate: ~28.1 EH/s
Mining capacity increase: ~12%
Total miners in the fleet: ~89,242
Added hashrate: ~3.05 EH/s at ~13.5 J/TH efficiency
This fleet expansion reinforces American Bitcoin's disciplined focus on maximizing Bitcoin accumulation at a structural advantage.
๐ Warsh. Confirmation hearing this week. Likely next Fed Chair.
Why it matters for crypto:
โ First Fed chair with documented DeFi sympathies
โ Called $BTC "the new gold for under-40s" on record
โ Expected to push crypto-friendly banking rules
But here's the part nobody's pricing: Market Temperature โ our proprietary sentiment composite โ is flashing "too early" (31/100).
Structural bull thesis, cyclical caution.
The best window to accumulate is when the narrative is loud but the metrics say "wait."
Market Temperature live โ #macro
Why it matters for crypto:
โ First Fed chair with documented DeFi sympathies
โ Called $BTC "the new gold for under-40s" on record
โ Expected to push crypto-friendly banking rules
But here's the part nobody's pricing: Market Temperature โ our proprietary sentiment composite โ is flashing "too early" (31/100).
Structural bull thesis, cyclical caution.
The best window to accumulate is when the narrative is loud but the metrics say "wait."
Market Temperature live โ #macro
๐ Top 5 News for 24 Hour:
1. Justin Sun sues Trump family's World Liberty Financial. โ
๐ 746 | โค๏ธ 0 | ๐ 8
2. Bitcoin funding rate at most negative level since 2023, indicating potential price rebound. โ
๐ 362 | โค๏ธ 4 | ๐ 4
3. USA military runs Bitcoin node for security tests. โ
๐ 189 | โค๏ธ 0 | ๐ 5
4. Treasury Secretary views crypto as vital payment rail. โ
๐ 268 | โค๏ธ 1 | ๐ 4
5. Whale buys $2M USDC worth of $HYPE. โ
๐ 300 | โค๏ธ 0 | ๐ 4
| | |
1. Justin Sun sues Trump family's World Liberty Financial. โ
๐ 746 | โค๏ธ 0 | ๐ 8
2. Bitcoin funding rate at most negative level since 2023, indicating potential price rebound. โ
๐ 362 | โค๏ธ 4 | ๐ 4
3. USA military runs Bitcoin node for security tests. โ
๐ 189 | โค๏ธ 0 | ๐ 5
4. Treasury Secretary views crypto as vital payment rail. โ
๐ 268 | โค๏ธ 1 | ๐ 4
5. Whale buys $2M USDC worth of $HYPE. โ
๐ 300 | โค๏ธ 0 | ๐ 4
| | |
๐ฐ Tesla reported Q1 2026 total revenue of $22.387 billion, a 16% increase year-over-year, with operating income of $941 million and non-GAAP net income of $1.453 billion. The carrying value of digital assets fell from approximately $1.008 billion to $786 million, mainly due to fair value adjustments linked to declining Bitcoin prices.