Strike founder Jack Mallers will join the new cryptocurrency company Twenty One Capital (21 Capital) as CEO, which is controlled by stablecoin issuer Tether and backed by SoftBank Group and Cantor Fitzgerald. 21 Capital focuses on Bitcoin investment and plans to go public through a merger with SPAC. It will initially hold $3.6 billion worth of Bitcoin reserves. — link

🌐 Прилетело из @wublockchainenglish

I’ve been watching the divergence between the USD Index and the 10Y Yield closely and to be honest, it’s one of the most unsettling signals on the board right now.

Normally, these two move in tandem.

Rising yields on U.S. Treasuries should attract capital, pushing up demand for the dollar. It’s basic macro: Treasuries are seen as the benchmark for “risk-free” returns, so when rates rise, the dollar usually follows.

But that’s not what’s playing out.

Yields are climbing and yet the dollar is weakening. That tells me investors aren’t seeing higher yields as an opportunity. They’re not locking in returns. They’re actively pulling capital out of Treasuries and, more importantly, out of the dollar.

I think it’s a crack in the system.

When the global reserve currency weakens despite rising “risk-free” returns, it points to a loss of confidence. Either in U.S. fiscal stability, in the dollar’s long-term strength, or both

https://x.com/arndxt_xo/status/1915202039631728861

🌐 Прилетело из @threadingontheedge

AlphaPacked Round-Up: Last 24hs in Crypto

1. 🫵 BANKEX sues Matter Labs (ZKsync $ZK) alleging IP theft.

2. 🚀 Infrared launches Infrared Points Program.

3. 🪂 Initia to launch $INIT TGE & airdrop on April 24th.

4. ⚖️ Paul S. Atkins swears in as new Chairman of the US SEC.

5. 💰 Symbiotic raises $29M in Series A funding led by Pantera Capital.

—————————
Presented by Mizu
—————————

🔗 Read the full newsletter online, with links to each source: https://alphapacked.com/p/bankex-sues-zksync-for-ip-theft

Subscribe to daily Alpha newsletter emails: https://alphapacked.com/subscribe

🌐 Прилетело из @OlimpioAlpha

Lookonchain | ꘜ

Tether has minted 11B $USDT on #Tron since January 29.

Currently, $USDT on #Tron has exceeded $70B!

https://tronscan.org/#/token20/TR7NHqjeKQxGTCi8q8ZY4pL8otSzgjLj6t/analysis

🌐 Прилетело из @BizFeed

Elderly Americans Hit Hardest by $9.3B Crypto Scam Wave in 2024: FBI

America's seniors lost nearly $3 billion to crypto fraud despite representing just 17% of the population, with ATM scams now a rising trend.

🌐 Прилетело из @DecryptNews

https://www.launchonbase.xyz/

🌐 Прилетело из @ahboyashreads

https://x.com/shayonsengupta/status/1915184515208663507?s=12&t=2q9OLMlaobNlHLewOXT4uA

🌐 Прилетело из @ahboyashreads

https://twitter.com/InfraredFinance/status/1915119578343969213

Infrared points program

🌐 Прилетело из @ahboyashreads

AlphaScan by Jupiter Pro

Aggregating tokens across launchpads

https://x.com/jupiterexchange/status/1915118484305870932?s=46&t=ywALktyM5ZCyt-zigN5Big

🌐 Прилетело из @cookiesreads

https://blog.berachain.com/blog/berachain-governance-update-rfrv-batch-4-approved

🌐 Прилетело из @ahboyashreads

Listen Labs: AI that chats to users to find out what features they need

https://x.com/florian_jue/status/1915067274412831198?s=46&t=ywALktyM5ZCyt-zigN5Big

🌐 Прилетело из @cookiesreads

The address of the suspected Uniswap team/investor/advisor: 0x69…E38B transferred 9 million UNI to Coinbase Prime Deposit at 9:17 UTC+8 today, worth about 53.91 million US dollars. — link

🌐 Прилетело из @wublockchainenglish

Dynamo DeFi | ▶
🔗Hyperliquid and Unichain Metrics Surge (This Week in DeFi Metrics)

Newsletter: https://newsletter.dynamodefi.com/
Personal Twitter: https://x.com/patfscott
Dynamo DeFi Twitter: https://x.com/DynamoDeFi

Hyperliquid: https://app.hyperliquid.xyz/join/DYNAMO
Secure Your Crypto with Ledger: https://shop.ledger.com/?r=65575d7c00d2

#crypto #defi #cryptocurrency

🌐 Прилетело из @BizFeed

Someone asked me about thoughts on market - decided to share here as well.

I'm still very worried about overall economic backdrop. The only thing that changed is the potential start of the tariff talks with China. Rotw is not really meaningful and market will start to react less to positive announcements.

Which sent us +10% in btc in 2 days without a pullback.

Nothing else fundamentally changed;

a) We're still super unclear what the final tariff structure looks like for each country and it will take long to finalize;

b) Companies are probably going to cut costs to keep margins - salaries, capex easiest to cut;

c) Rates are still high and can go higher as investors sell first and figure out later;

d) Government is still keen on reducing fiscal spend, but wants to deregulate to boost growth.

This means:

i) slow down in economic growth for US and world;

ii) fed can't cut too quickly as there's too many moving pieces and Powell's fed is fundamentally reactive not proactive;

iii) market will soon start pricing in the slowdown in growth once companies start reporting and finish earnings season;

iv) outside of tariff announcements there's nothing really there outside of deregulation as positive catalysts.

So, I'm probably still going to be max cash with small assymetric bets.

1. Mostly on chain, quick 2-3x wins probably targeting names that are unique and have semi staying power. None of the random news coins, Elon coins, tweet coins. More normie friendly or narrative driven things. But small size and quick exits which small wins can be compounded. We probably have 2-3 weeks of "risk on" mode as more headlines from China talks progress.

2. Perp driven trades that are scalps or few day holds on majors when there's huge flows that can be ridden, or liquidation candles that can be bought once there's a rounding out, or overbought crowded sentiment that can be faded and shorted.

3. Summer lull might be interesting to bid if we get a chop lower (when spx also starts turning). Trump has midterms coming up so he needs something to pivot with and continue to keep political capital. Will think about it more when we start to get into May. Still work in progress here.

Invalidation would be very quick capitulation on both China and US into something concrete signed soon. Then I'll just bid the rally. But <10% probability imo.

https://x.com/smolfund/status/1915013312343085276?s=19

🌐 Прилетело из @threadingontheedge

SOL Strategies stock jumps 25% following $500 million raise to buy more Solana

🌐 Прилетело из @the_block_crypto

r/DeFi | Reddit🔝
Digital Humans as an Alternative to Overworked Virtual Community Managers

~
₿izFeed#⃣: #DeFi

🌐 Прилетело из @BizFeed

According to Blockworks, the Solana Foundation Delegation Program has seen a gradual decrease in staked SOL for validators over the past two years, dropping from a peak of 80M SOL to 40M SOL. The proportion of SFDP-staked SOL to total staked SOL has also declined from about 20% to 10%. — link

🌐 Прилетело из @wublockchainenglish