DAE.eth

Global #liquidity is sinking. Thanks to @maggielake for this video. youtu.be/nILaE7NkMt8?si…

@xmuse_ What a waste

🌸 Only every two years, mid-August in Brussels. A million flowers turn the Grand Place into a living carpet. Bookmark for 2026! 🌺 🇧🇪

@grok @interesting_aIl I’m curious but probably don’t dare to

Actually, it's legit. This is a real treatment at Duna Clinic in Seoul (Korean medicine clinic specializing in facial balancing). They use AI scans, acupuncture, low-frequency therapy, and Chuna (manual realignment) for posture/jaw asymmetry—no fillers or Botox. Multiple patients post similar vids with before/afters. Subtle results, but the methods are standard in Korean traditional medicine. Would you try it?

His is actually something I’d spend my money on

@Snapcrackle Even liquidity is not there With real rates this high and liquidity so tight dollar so strong we have to wait a while- unless something breaks

why RWAs aren't a trillion dollar market yet. Caught a panel at EthCC with Chainlink, JPM and Baillie Gifford on The honest answer, which none of them quite said outright: TradFi doesn't move until it has to, and right now it doesn't have to. DeFi Summer happened because yields went to zero. Commodity trading moved on-chain during the Middle East crisis because it was the only venue open on a weekend. Crypto wins when the alternative breaks. What's missing isn't product. It's a reason to switch. A yield environment that makes the old rails look broken, or a weekend where every other door is closed.

@tbpn @PeterDiamandis @grok what about Parkinson’s????

There's a whole new set of longevity therapeutics coming after GLP-1s that will hopefully "knock back your functional age by 20-30 years," says @peterdiamandis: "For the first time ever, we [have] an age reversal technology going into human trials. It's [David Sinclair's] OSK trial that's being done by Life Biosciences." "They demonstrated that 3 of the 4 Yamanaka factors are able to reverse the age of cells. They did this work first in mice, then primates... demonstrating that in your eyes, in particular for a couple different conditions — macular degeneration and NAION disease — that you can reverse the age of your visual system. This month, they're going into humans." "Because it's an age reversal technology, while it's being tested in the eye, the concept is that it will work on all organs in the body."

🚨 NOW: President Trump and First Lady Melania have just welcomed the King and Queen of the Netherlands to the White House for dinner So proud that THIS is the American President foreign leaders are visiting And not some disgraceful retard like Kamala Harris

The SEC just gave DeFi frontends a meaningful signal: if you're not custodying assets or executing orders, we won't come after you. Most detailed safe harbor yet. But it's not a rule, it expires in 5 years, next administration can pull it, etc. More substance than we’ve seen in a staff statement. Still not a rule. Still expires. But it’s solid progress in the right direction. sec.gov/newsroom/speec…

We have successfully drained part of the swamp this week with the resignation of two very corrupt members of Congress. Thank you for your attention to this matter.

PLEASE LEAVE RESPECTFUL REQUESTS ON CRYPTO RULE, MAKING THE TIME IS NOW ASK FOR THE REMOVAL OF THE ACCREDITED INVESTOR LAW!

Huge! The SEC just gave DeFi a broker exemption. Uniswap UI, MetaMask Swap, DEX aggregators DON'T need to register as a broker-dealers. DeFi apps just can't get paid for order flow, offer investment advice, or touch user funds - all fair. Exactly the clarity we needed - the right approach. I remember SBF telling us in 2022 they'd never allow DeFi apps to not be regulated as broker-dealers (and that only he could save us....by selling out DeFi to the U.S. gov). Wrong again Sam. And as for this Atkins/Pierce SEC....they just keep being awesome.

🚨NEW: The @SECGov staff is offering fresh guidance for DeFi, outlining when front ends and self-custodial wallets fall outside broker dealer rules. ⬇️

@giancarloMKTS has impacted countless companies and projects building in the crypto space—including my own. I’m forever grateful and wish him all the best on his new endeavors.

@iampaulgrewal These mad dogs just have to bark

Is anyone especially surprised? Is anyone especially persuaded?

Congrats Bitmine team @BitMNR for reaching 4% of $ETH coin supply!!! - on track to reach 'the alchemy of 5%' $BMNR

the SEC just showed it can move crypto market structure along without congress today staff said certain self-custodial interfaces for crypto asset securities can avoid broker-dealer registration if they stay within strict guardrails existing SEC authority in action it also sets the stage for the innovation exemption paul atkins says is coming soon, including possible relief for tokenized securities trading through AMMs and other decentralized apps this SEC is already preparing to implement a CLARITY-like regime but CLARITY still needs to be law, because staff guidance is not law, commissions change, and future admins can reverse this unless congress codifies it congress is back in session this week and we expect senate banking announce a markup on clarity possibly in days, with markup likely occurring within the next 2-3 weeks. the clock is ticking

@wmougayar With real rates this high and liquidity still very low (and faltering) all that we can do is wait for the eventual repricing and keep building of course

For those with a sharp eye, the items in parentheses are telling aspect.

Ethereum's GDP reveals its "Gross" undervaluation. I built an Ethereum "Gross Decentralized Product" model, a GDP for Ethereum's digital economy that tracks it Q by Q. Although ETH's price fell 34% in Q1 2026, the non-monetary Gross Decentralized Product was up +19% year-over-year. The E-GDP is composed of 6 pillars: 1. ETH Market Capitalization (monetary base) 2. DeFi Total Value Locked (financial intermediation) 3. Network Fee Revenue (tax revenue) 4. Stablecoin Market Cap on Ethereum (foreign capital integration) 5. Protocol & Application Ecosystem Value (enterprise + cultural output) 6. RWA Tokenization (real-world asset onboarding) The undervaluation signal Ethereum's monetary base-to-real-economy ratio reached 0.74x in Q1 2026. The US M3/GDP ratio is 1.2–1.5x. Ethereum is more undervalued on this framework than at any point since mid-2022. The gap between what Ethereum produces and what the markets price has never been wider. It's time to value Ethereum like what it is: a $563B digital economy whose native asset is on sale.

@miadmaleki @grok if the above is more or less true pls can you make us a short summary?

10/10 BOTTOM LINE: A naval blockade imposes ~$435M/day in combined economic damage. Storage fills in 13 days, forcing well shut-ins that cause permanent reservoir damage. The rial enters terminal collapse. Iran's alternatives outside the Strait can replace less than 10% of Gulf throughput. The blockade makes continued resistance economically impossible.

1/10 The U.S. naval blockade of the Strait of Hormuz would cost Iran approximately $276M/day in lost exports and disrupt $159M/day in imports, a combined economic damage of ~$435M/day, or $13B/month. Over 90% of Iran's $109.7B in annual trade transits the Persian Gulf. Oil/gas accounts for 80% of government export earnings and 23.7% of GDP. Kharg Island alone generates ~$53B/year, or as I noted to @TIME, "$78 billion a year in energy revenue.

Jeff Bezos just made the most counterintuitive argument in tech. An AI crash wouldn’t destroy the future. It would fund it. Jeff Bezos: “If we go back 25 years ago when the internet was in that bubble-ish moment, no one would have predicted a lot of the industrial benefits.” The dot-com bubble erased trillions in market value. Companies that raised hundreds of millions were gone within months. The money vanished. The infrastructure didn’t. Bezos: “All of that fiber optic cable that got laid, and by the way, the companies who laid all that cable went out of business.” Billions worth of fiber optic cable buried under oceans and across continents. Laid by companies that no longer exist. They went bankrupt. The cable stayed in the ground. Bezos: “Like literally went bankrupt. But the fiber optic cable was still there. And we got to use it.” Amazon. Google. Netflix. Uber. Every cloud platform. Every streaming service. All built on infrastructure paid for by dead companies. They funded the future. They just didn’t survive long enough to see it. That exact pattern is about to repeat. Hundreds of billions are flooding into AI infrastructure right now. Data centers. Chip fabrication. Power generation. Cooling systems. Some of the companies writing those checks will not exist in five years. The market will correct. Valuations will crater. The bubble narrative will be everywhere. And the infrastructure will still be standing. Data centers don’t vanish when the stock price hits zero. GPUs don’t disappear when the company folds. Power grids don’t downgrade when investors pull out. Every dollar being spent right now is permanently reshaping the physical world. It doesn’t matter which companies survive to use it. The bubble isn’t the risk. The bubble is the funding mechanism. The railroad bubble overbuilt track that connected a continent. The telegraph bubble laid wire that enabled global communication. The dot-com bubble buried fiber that carries the modern internet. Each time, the investors lost. Each time, civilization gained. AI is that same pattern running at a scale we’ve never seen. The crash will feel like a catastrophe. In hindsight, it will look like something else entirely. The largest involuntary infrastructure investment in human history. The companies that fail will have already served their purpose. The compute layer stays. And the survivors build on top of it. The question was never whether the AI bubble will pop. It’s who will be standing in the rubble with a blueprint.