#DWF #opinion
New cycle trends - ai, gamefi, RWA infra, stables with yield, infra, socialfi, culture and decentralized derivatives.
FOMO Drivers - ETFs, perps listings, halving.
#CIS market (~20% of global retail) - launchpad for new CEXes.
1000+ token for listing - fuel for IEO industry
• Grachev
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🪆Перевод
New cycle trends - ai, gamefi, RWA infra, stables with yield, infra, socialfi, culture and decentralized derivatives.
FOMO Drivers - ETFs, perps listings, halving.
#CIS market (~20% of global retail) - launchpad for new CEXes.
1000+ token for listing - fuel for IEO industry
• Grachev
——
🪆Перевод
#WLD #OpenAI #opinion
Some thoughts on WLD and the whole Sam’s thing...
I don't think Sam's firing from OpenAI is a negative for WLD, rather the opposite....
Sam is a unique specialist in the hottest industry today, he won't have any problems with his job or funding for his own project, I think big companies like Google, Apple, even xAI from Elon are already hunting for him, not to mention small startups like Cardano, his arrival in one of them could bury Microsoft's entire advantage in AI...
I don't believe that the decision to fire him could have been made without MSFT's consent... I also don't believe that the same MSFT tried to bring him back... MSFT made a stupid mistake due to fear of competition with the founder, which will cost them much more than the $10 bln...
This situation is a perfect illustration of how the world really works, and that large corporations, as well as countries in general, have little interest in the general welfare and those noble goals that are declared, and the greatest interest is only a share of the market, and ideally a complete monopoly on it...
"The end justifies the means" - that's their ideology…
Ok a bit distracted from WLD...
Sam is still in Worldcoin, and maybe even will pay more attention to it....
Technically, WLD has not renew any lows and now there's a level crunching going on, also one of the strongest MMs is on board - Wintermute...
So we'll see…
——
🪆Перевод
Some thoughts on WLD and the whole Sam’s thing...
I don't think Sam's firing from OpenAI is a negative for WLD, rather the opposite....
Sam is a unique specialist in the hottest industry today, he won't have any problems with his job or funding for his own project, I think big companies like Google, Apple, even xAI from Elon are already hunting for him, not to mention small startups like Cardano, his arrival in one of them could bury Microsoft's entire advantage in AI...
I don't believe that the decision to fire him could have been made without MSFT's consent... I also don't believe that the same MSFT tried to bring him back... MSFT made a stupid mistake due to fear of competition with the founder, which will cost them much more than the $10 bln...
This situation is a perfect illustration of how the world really works, and that large corporations, as well as countries in general, have little interest in the general welfare and those noble goals that are declared, and the greatest interest is only a share of the market, and ideally a complete monopoly on it...
"The end justifies the means" - that's their ideology…
Ok a bit distracted from WLD...
Sam is still in Worldcoin, and maybe even will pay more attention to it....
Technically, WLD has not renew any lows and now there's a level crunching going on, also one of the strongest MMs is on board - Wintermute...
So we'll see…
——
🪆Перевод
#XRP #ETF #opinion
Again there is speculation about XRP ETF. We've had this kind of speculation before…
Ripple really have an advantage over ETH, which is that there is already some clarity that XRP is not a security... And I think it will be a key question for the SEC whether PoS coins, including ETH are securities or not, before approving an ETH ETF... But it seems more likely that XRP will announce an IPO, though who knows?
——
TechCrunch:
Now that it seems bitcoin spot ETFs are on their way, what's next?
Valkyrie Funds co-founder Steven McClurg told me he thinks there's a "strong possibility" for an Ethereum or Ripple spot ETF next.
"It wouldn’t surprise me if Ripple has a spot ETF before Ethereum."
(Note: Steven is not saying Valkyrie is looking into this, but could see it happening in general)
• TC
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🪆Перевод
Again there is speculation about XRP ETF. We've had this kind of speculation before…
Ripple really have an advantage over ETH, which is that there is already some clarity that XRP is not a security... And I think it will be a key question for the SEC whether PoS coins, including ETH are securities or not, before approving an ETH ETF... But it seems more likely that XRP will announce an IPO, though who knows?
——
TechCrunch:
Now that it seems bitcoin spot ETFs are on their way, what's next?
Valkyrie Funds co-founder Steven McClurg told me he thinks there's a "strong possibility" for an Ethereum or Ripple spot ETF next.
"It wouldn’t surprise me if Ripple has a spot ETF before Ethereum."
(Note: Steven is not saying Valkyrie is looking into this, but could see it happening in general)
• TC
——
🪆Перевод
Telegram
Newsmaker.Pro
#markets
Was a little busy yesterday, missed the classic crypto movement... Not sure if an #XRP #ETF makes sense if they are going to do an IPO...
→ BLACKROCK FILES TO REGISTER A NEW ISHARES XRP TRUST ENTITY IN DELAWARE
→ DELAWARE FILING FOR ISHARES XRP…
Was a little busy yesterday, missed the classic crypto movement... Not sure if an #XRP #ETF makes sense if they are going to do an IPO...
→ BLACKROCK FILES TO REGISTER A NEW ISHARES XRP TRUST ENTITY IN DELAWARE
→ DELAWARE FILING FOR ISHARES XRP…
#EleanorTerret #ETH #ETF #opinion
#nwsmkr: We think the CFTC and SEC will decide by summer that ETH is not a security and the SEC will approve the applications. Perhaps in the court case with Binance there will be some clarity on which coins can be considered securities. Yesterday in court it sounded like DAO tokens can be securities…
——
Terret:
Reporting on the timeline for a potential ETH ETF approval has turned up a plethora of different takes from ETF issuers, investment management firms and sources close to the SEC.
✨One BTC Spot ETF issuer with an ETH Spot ETF application says they’re confident the approval and smooth launch of the Bitcoin spots will compel the SEC to approve ETH spot ETFs.
✨Another source tells me the line at the SEC at this very moment is a “hard no” and there’s currently “some internal resistance” to the idea.
✨Still another says the listing of ETH futures ETFs and BlackRock’s track record for getting ETFs approved leads them to believe the ETH spot ETFs could launch by the end of the summer. When I asked whether Gensler’s opaque position on the status of Ethereum as a potential security would come into play, they said the fact that the CFTC believes ETH is a commodity coupled with Ripple’s partial court victory with $XRP not being a security during secondary market transactions will make it “an uphill battle for Gensler to take the position that most digital assets are securities going forward.”
✨SEC Commissioner Hester Peirce told Coinage this morning that the agency doesn’t want to repeat the same mistake of delays with ETH ETFs. “We need to be applying ‘regular way’ consideration to these products, the same kind of consideration we apply to similar products.”
• Terret
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🪆Перевод
#nwsmkr: We think the CFTC and SEC will decide by summer that ETH is not a security and the SEC will approve the applications. Perhaps in the court case with Binance there will be some clarity on which coins can be considered securities. Yesterday in court it sounded like DAO tokens can be securities…
——
Terret:
Reporting on the timeline for a potential ETH ETF approval has turned up a plethora of different takes from ETF issuers, investment management firms and sources close to the SEC.
✨One BTC Spot ETF issuer with an ETH Spot ETF application says they’re confident the approval and smooth launch of the Bitcoin spots will compel the SEC to approve ETH spot ETFs.
✨Another source tells me the line at the SEC at this very moment is a “hard no” and there’s currently “some internal resistance” to the idea.
✨Still another says the listing of ETH futures ETFs and BlackRock’s track record for getting ETFs approved leads them to believe the ETH spot ETFs could launch by the end of the summer. When I asked whether Gensler’s opaque position on the status of Ethereum as a potential security would come into play, they said the fact that the CFTC believes ETH is a commodity coupled with Ripple’s partial court victory with $XRP not being a security during secondary market transactions will make it “an uphill battle for Gensler to take the position that most digital assets are securities going forward.”
✨SEC Commissioner Hester Peirce told Coinage this morning that the agency doesn’t want to repeat the same mistake of delays with ETH ETFs. “We need to be applying ‘regular way’ consideration to these products, the same kind of consideration we apply to similar products.”
• Terret
——
🪆Перевод
Newsmaker.сlub
#CoinbaseAssets Coinbase will add support for Starknet (#STRK) on the Ethereum network (ERC-20 token). Do not send this asset over other networks or your funds may be lost. • COIN —— 🪆Перевод
#Binance
Meet the Most Valuable Builder (MVB) Season 7 Cohort
DeFi
#BitU is a crypto-native collateralized stablecoin protocol that leverages off-chain liquidity and efficiency to deliver higher yield.
#Blum is a hybrid exchange, offering universal token access through gamification within a Telegram mini-app.
#Surf is a liquidity hub for all long-tailed exotic assets such as leverage trading for smaller cap coins, premarket trading, points trading and many more.
#Vooi a cross-chain perp DEX aggregator supporting EVM and non-EVM chains
Infra
#Aggregata is scaling decentralized value of AI Data, powered by DePIN-driven aggregation.
#Nesa is the lightweight Layer-1 executing critical AI inference on queries that require a high degree of privacy, security, and trust using ZKML on-chain.
#Nimble is a composable AI protocol that enables ML models and data to be combined and used by AI agents, data providers, and compute resources.
Application Layer
#Aspecta is an AI-powered platform for the developer economy's new paradigm, empowering individual developers and ecosystem growth.
#Holoworld is a decentralized AI character marketplace and social platform where anyone can create powerful, intelligent AI bots with a few clicks.
#Opinion_Labs is building dynamic opinion and continuous prediction markets.
#Side Quest is a gaming and social platform with a robust community.
#Story_Chain is an innovative multi-level AI-based dApp that fosters collaborative storytelling.
#Tilted is a TikTok-like marketplace to buy, sell and trade games assets, skins and NFTs on-chain.
• Binance
——
🪆Перевод
Meet the Most Valuable Builder (MVB) Season 7 Cohort
DeFi
#BitU is a crypto-native collateralized stablecoin protocol that leverages off-chain liquidity and efficiency to deliver higher yield.
#Blum is a hybrid exchange, offering universal token access through gamification within a Telegram mini-app.
#Surf is a liquidity hub for all long-tailed exotic assets such as leverage trading for smaller cap coins, premarket trading, points trading and many more.
#Vooi a cross-chain perp DEX aggregator supporting EVM and non-EVM chains
Infra
#Aggregata is scaling decentralized value of AI Data, powered by DePIN-driven aggregation.
#Nesa is the lightweight Layer-1 executing critical AI inference on queries that require a high degree of privacy, security, and trust using ZKML on-chain.
#Nimble is a composable AI protocol that enables ML models and data to be combined and used by AI agents, data providers, and compute resources.
Application Layer
#Aspecta is an AI-powered platform for the developer economy's new paradigm, empowering individual developers and ecosystem growth.
#Holoworld is a decentralized AI character marketplace and social platform where anyone can create powerful, intelligent AI bots with a few clicks.
#Opinion_Labs is building dynamic opinion and continuous prediction markets.
#Side Quest is a gaming and social platform with a robust community.
#Story_Chain is an innovative multi-level AI-based dApp that fosters collaborative storytelling.
#Tilted is a TikTok-like marketplace to buy, sell and trade games assets, skins and NFTs on-chain.
• Binance
——
🪆Перевод
#NOT #opinion
What to expect from the NOT airdrop…
I know forecasts are not a thankless business, but I suggest just speculating on how much NOTCOIN will cost and what Market Cap to expect....
We think it is incorrect to compare NOTCOIN with memcoins, but it would be more correct to compare it with a simple GameFi project, with a high level of onboarding and hype, of course StepN comes to mind first of all.
Although Notcoin (30 million) is ahead of GMT (5 million) in terms of the number of users, the weight of each user in StepN is much higher, due to more complex onboarding (installing the app, buying sneakers, crystals, selling GST, etc.). And there was more hype around Stepn...
The total amount of NOT mined is 53T.
On Bybit now the price of NOT is 0.0000087, i.e. for 10M NOT they give $87. If our calculations are correct, then Mcap at this price is ~$460M, which is pretty fair.
GMT's peak on Mcap was $2.3B, which is comparable to the price of 0.000043, i.e. for 10M NOT - $430.
But we don't think Notcoin will reach a Mcap of $2B, at least at the start.
At a Mcap of $1B the price of NOT would be ~0.000019, i.e. for 10M NOT ~$190.
If the capitalization will be less, the price will be lower.
These are our rough calculations, let's see how it will be in reality...
——
🪆Перевод | 🏇 Be the 1st
What to expect from the NOT airdrop…
I know forecasts are not a thankless business, but I suggest just speculating on how much NOTCOIN will cost and what Market Cap to expect....
We think it is incorrect to compare NOTCOIN with memcoins, but it would be more correct to compare it with a simple GameFi project, with a high level of onboarding and hype, of course StepN comes to mind first of all.
Although Notcoin (30 million) is ahead of GMT (5 million) in terms of the number of users, the weight of each user in StepN is much higher, due to more complex onboarding (installing the app, buying sneakers, crystals, selling GST, etc.). And there was more hype around Stepn...
The total amount of NOT mined is 53T.
On Bybit now the price of NOT is 0.0000087, i.e. for 10M NOT they give $87. If our calculations are correct, then Mcap at this price is ~$460M, which is pretty fair.
GMT's peak on Mcap was $2.3B, which is comparable to the price of 0.000043, i.e. for 10M NOT - $430.
But we don't think Notcoin will reach a Mcap of $2B, at least at the start.
At a Mcap of $1B the price of NOT would be ~0.000019, i.e. for 10M NOT ~$190.
If the capitalization will be less, the price will be lower.
These are our rough calculations, let's see how it will be in reality...
——
🪆Перевод | 🏇 Be the 1st
#BLK #BTC #opinion
Ok, but first pump it to 1 mln…
BlackRock says bitcoin returns likely to come down now that it has been embraced by Wall Street
• CNBC
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🪆Перевод | 🏇 Be the 1st
Ok, but first pump it to 1 mln…
BlackRock says bitcoin returns likely to come down now that it has been embraced by Wall Street
• CNBC
——
🪆Перевод | 🏇 Be the 1st
CNBC
BlackRock says bitcoin returns likely to come down now that it has been embraced by Wall Street
Robert Mitchnick, BlackRock's digital assets lead, discusses bitcoin cycles and volatility at Bitcoin Investor Day.