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CLARITY Act Update: The Real Battle Begins Now The CLARITY Act just passed the Senate Banking Committee 15:9, A massive win for US crypto regulation. But don't celebrate yet. Critical Timeline: Bill must clear full Senate + House-Senate reconciliation BEFORE: 👉 House Recess → Jul 27 👉 Senate Recess → Aug 10 Miss this window? Everything gets pushed to the fall agenda and passage becomes much harder. The 5 Core Hurdles: 1️⃣ SEC vs CFTC Split - Direction clear, classification still pending 2️⃣ Stablecoin Rewards - Interim compromise reached, but fragile 3️⃣ AML & National Security - Stricter KYC rules incoming 4️⃣ Ethics & Conflicts of Interest - The BIGGEST political risk (Trump family crypto ties under fire) 5️⃣ DeFi & Developer Liability - Boundaries still unset Needs 60 Senate votes → at least 7 Democrats must cross over. The fight is no longer technical. It's purely political. If Democrats hold back on Ethics provisions, this bill stalls. If the language goes too strong, Republicans + industry push back. The window is open, but closing fast. This is the most important crypto legislation of the decade. Watch this space closely.

$SPCX incoming. 🚀

🐋 WHALE WATCH: Ondo Finance ($ONDO) The project quietly bridging Wall Street and blockchain. Most people still dont fully understand what this project is doing. Let me break it all down what it is why it matters what the numbers say and where the price could go. What is Ondo Finance ? Founded by Nathan Allman, an ex Goldman Sachs associate Ondos mission is simple but powerful: take instruments like U.S. Treasuries bonds and equities and put them on chain. Backed by Coinbase Ventures Pantera Capital and Founders Fund this isnt a random DeFi project. Its institutional finance meeting blockchain technology seriously. The product suite this is where it gets interesting: => OUSG : Tokenized U.S. Treasuries backed by BlackRocks BUIDL fund ~3.75% annual yield on chain => USDY: A yield bearing dollar token for non U.S. investors => $ONDO Global Markets: 100+ tokenized U.S. stocks & ETFs launched Sept 2025 hit $240M TVL in just 48 hours => $ONDO Chain: Its own Layer 1 blockchain (launched Feb 2025) built specifically for asset tokenization. Key milestones that made Ondo what it is: => 2021 — Founded. $4M seed round from Pantera Capital at $0.013/token => 2023 — Pivoted to RWA tokenization. OUSG and USDY launched => Mar 2024 — Moved $95M of OUSG into BlackRocks BUIDL fund. Price surged 130% to $0.98 => Dec 2024 — ATH of $2.14 after World Liberty Financial (Trump-linked) invested => Sept 2025 — Ondo Global Markets launched worlds largest tokenized securities platform => Nov 2025 — SEC closed investigation with no charges. EU regulatory approval for 30 countries => May 2026 — Cross-border Treasury redemption with JPMorgan Mastercard & Ripple settled in under 5 seconds. The big catalyst nobodys talking about: the fee switch Right now ONDO is purely a governance token. Platform revenue doesnt flow to holders. Theres a pending DAO proposal to activate a fee switch which would redirect a portion of protocol earnings directly to $ONDO token holders. If this passes $ONDO transforms from a governance token into a yield bearing asset backed by real institutional finance revenue. Thats a completely different valuation story. With TVL at $2.52B and growing the numbers behind that switch could be very meaningful. My honest take: Ondo Finance is one of the most legitimate projects in crypto. It has real products real institutional partners real regulatory approvals and a real founder with a Goldman Sachs pedigree. The price disconnect from fundamentals is almost entirely explained by the unlock schedule. When that pressure eases post 2027 and if the fee switch activates you have the setup for a serious rerating. Is it a quick flip ? Probably not. Is it a 3 year conviction play in the RWA mega trend ? Arguably yes. DYOR. Never more than you can afford to lose. If you found this useful share it most people still havent heard of $ONDO.

$1,000,000,000+ in tokenized stock TVL. In less than 8 months, Ondo Global Markets became the first tokenized stock & ETF platform to reach $1 billion in TVL, one of the fastest climbs in the history of onchain finance. Ondo Global Markets has established itself as the standard for tokenized stocks and ETFs: → Over 70% market share → Tens of thousands of holders → Over $18B in cumulative volume → Live across @solana, @BNBCHAIN & @ethereum Since launch, the platform has scaled to 260+ tokenized stocks & ETFs, expanding access to the world's most in-demand sectors across AI, biotech, defense, energy, and more. The pace of tokenization is accelerating with every new asset class. What took stablecoins and tokenized Treasuries years, Ondo tokenized stocks and ETFs achieved in under a year, faster than any asset class before them. This milestone reflects a generational shift in how global investors access capital markets, one that is more transparent, more accessible, and more efficient than the legacy system. One billion down. Trillions to go.

“SERVICENOW IS GOING TO $0, AI WILL REPLACE THEM.” Meanwhile ServiceNow is partnering with: • NVIDIA • OpenAI • Anthropic • Google • Microsoft • Amazon Every major AI company wants distribution through the $NOW platform. Why? Because enterprises don’t just need AI models. They need AI plugged into workflows, approvals, tickets, HR, IT, security, and operations. That’s where ServiceNow already dominates. Jensen Huang recently said AI could make ServiceNow “100x more relevant.” Everyone thinks AI replaces SaaS. The AI companies think it makes the biggest SaaS platforms even stronger.

NVIDIA $NVDA CEO Jensen Huang claiming ServiceNow $NOW is a winner in the software space… Wall Street Analysts have a $138 price target for ServiceNow in the next 12 months…

The AI super cycle is currently in year 4 out of 15, meaning we are still very early on! Many who know & capture the next phase cycles will become millionaires. Phase 1 is officially done, & we are now onto Phase 2: PHASE 1 — FOUNDATION LAYER (2023–2026) $NVDA - AI GPU king powering training, inference, & hyperscale demand. $AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption. $MU - High bandwidth memory essential for AI servers & large scale compute. $LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth. $INTC - Domestic semiconductor and AI infrastructure turnaround play. PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027) $IREN - AI focused data center expansion securing scalable power for next-gen compute. $CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale. $NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth. $OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand. $MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure. PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029) $USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains. $MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems. $RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion. $ASTS - Space based connectivity enabling future autonomous and AI communication systems. $ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation. PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+) $IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities. $ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems. $AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute. $GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse. $MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software. The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout. Save this to look back on later…

🚨 Bitcoin stuck at $75K-$78K for a reason This isn't random. This is Bitcoin history repeating. If you know the past, you know the future: 2017: Base formed → Parabolic expansion 2021: Base formed → Parabolic expansion 2026: Same structure playing out NOW This range = accumulation phase before the breakout. I called the $126k ATH. Every major top and bottom. The pattern is IDENTICAL. I'll call the breakout and new ATH live. Follow & Turn on notifications.

I got rich off $NVDA. This is even bigger:

Virtuals Protocol is coming to Coinbase

ZEC is up 54% this month and most people don't realize what's been happening under the surface. This isn't a random pump. Everything landed at the same time: SEC closed its investigation into Zcash in January - no enforcement action. The regulatory cloud that hung over privacy coins for years is gone. Grayscale filed to convert its $ZEC Trust into a spot ETF. The same playbook that sent BTC and ETH to new highs. Paradigm, a16z crypto, Winklevoss Capital, and Coinbase Ventures just put $25M into the Zcash Open Development Lab. Institutional money is betting on privacy infrastructure. Shielded pool hit all-time high - 31% of all ZEC is now in the encrypted pool. A year ago it was 11%. 59% of transactions are shielded. The privacy thesis is working in practice, not just in theory. Post-quantum readiness - Zcash is actively testing NIST-standardized lattice-based cryptography (ML-KEM, ML-DSA). After Google's March 31 paper showed quantum threats are 20x closer than expected, ZEC became one of the few chains with a credible PQ answer. Third halving completed - block rewards cut in half, deflationary pressure kicking in while demand rises. Network hashrate at all-time high - 16.54 GS/s. Miners are more committed than ever. NEAR Intents connects ZEC to 35+ chains - privacy coin with cross-chain reach it never had before. Privacy + post-quantum + institutional backing + ETF filing + supply shock. This is probably the strongest fundamental setup any privacy coin has ever had. Privacy was supposed to be the ideology play, not the profit play. ZEC didn't get the memo.

@PQabelian @crypto Early

📰 @crypto is covering the quantum threat to crypto. #Abelian is in the story. In their report on Google's quantum paper, Bloomberg highlighted post-quantum projects already underway, naming Abelian alongside QRL as examples of what the future of crypto security looks like. This is what building early looks like. ⏳ While the rest of the industry just received a 2029 deadline, Abelian has been post-quantum since block one, powered by NIST-approved lattice-based cryptography with no migration required. Google warned the world. Bloomberg reported it. Abelian already solved it. 🔐 Learn more: bloomberg.com/news/articles/… $ABEL | pqabelian.io #PQBD #PQAbelian #ABEL #PostQuantum #Bitcoin #QuantumComputing #Blockchain #Web3

SANA @sanafionchain is the youngest and the only bootstrapped company publicly building a neobank 2.0, stablecoin, and blockchain. Our dream remains to grow the company from zero to one billion in public valuation. $SANA While we respect the competition from $ETHFI, $BASED, #KAST, #REDOTPAY, $TRIA, $AVICI, and $XPL, we see a massive opportunity still ahead in the coming years. @giuoctavianos @fitoywicaksana @Beb_exs

The new Google paper on quantum risks for cryptocurrencies lists only 3 projects as being post-quantum blockchains today - Mochimo $MCM - Abelian $ABEL - Quantum Resistant Ledger $QRL research.google/blog/safeguard…

For anyone trying to understand Bittensor from first principles, this lecture is a useful place to start. Presented by Bittensor co-founder @const_reborn. Learn Bittensor > Start with Bitcoin, distributed systems, incentives, > How Bitcoin leads to Bittensor Subnets coordinating AI infrastructure. Topics: // Start - Bitcoin as more than a digital currency // Risks of AI centralization + closed systems // "The incentive computer" // How Bittensor subnets work (mining, validating) // How distributed AI infrastructure could scale globally // Impact on students, builders & future founders Recorded at the National University of Singapore Computer Science Club. @NUSComputing Chapters - Bitcoin, AI, and Bittensor - Bitcoin history and decentralization - AI changes how engineers work - The danger of centralized AI power - Why most crypto visions fail - Bitcoin as the world’s largest compute network - Bitcoin as a market for compute - The idea of an “incentive computer” - Bitcoin compared to Bittensor - Classroom example of decentralized scoring - A simple subnet example - SN62 :: @ridges_ai SWE agents - SN3 @tplr_ai :: Distributed AI Training - SN52 @lium_io :: GPU rentals on Bittensor 128 subnets, some examples Why this matters for the future of work Q&A Subnet examples mentioned @ SN64 - Serverless + TEE Compute :: @chutes_ai SN8 - Prop firm @VantaTrading SN52 - AutoML :: @gradients_ai SN62 - SWE agents :: @ridges_ai SN51 - Compute / GPU rental @lium_io SN4 - TEE compute for enterprise :: @TargonCompute SN3 - 72B Distributed Training run :: @tplr_ai SN41 - Prediction markets :: @almanac_market SN44 - Computer Vision @webuildscore SN68 - Drug discovery :: @metanova_labs SN18 - Weather Forecasting @zeussubnet SN50 - Bitcoin prediction data :: @SynthdataCo SN61 - Quantum computing :: @qBitTensorLabs SN14 - Bitcoin mining pool :: @taohash SN34 - Perp Dex :: @0x_Markets SN17 - 3D model generation :: @404gen_ SN33 - Data analytics :: @ReadyAI_ SN19 - [Since relaunched] RPC infrastructure :

If you’re over 18 years old, You can’t afford to miss this. The next 6–12 months are the most important of your life. Why? Because the market is setting up the greatest wealth transfer in history. Most people think the pain is over. THEY ARE WRONG. Stocks are still at the most overvalued level in history, and the stress is intensifying. Bitcoin has not officially bottomed yet. We are likely staring down one final, brutal flush. If you are dollar-cost averaging here, That’s not a mistake. Bitcoin is currently one of the most undervalued assets in the world. Accumulating slowly is a smart play to hedge your risk. If BTC drops below $60,000 and stays there for a while, I’m buying every day. But do not fire all your bullets yet. You need to keep the heavy artillery ready. Because this final crash? It will be the generational buying opportunity you’ve been praying for. DON’T WASTE TIME. Stack cash. Prepare your dry powder. This kind of setup doesn’t come very often. If you’re reading this, you’re not late. You are early in the accumulation phase. I don’t track prices, I track sentiment. I wait for maximum despair. That’s how I was able to buy every bottom and sell every top over the last decade. When the real bottom hits and I deploy a LOT of my capital, I’ll say it here publicly. A lot of people will regret not following me.

TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai

@Solbarbiegirl 🫡🫡

Comm clean let’s keep working.

POV: When the $DOGEFATHER surprised you a green candle 🚀 😆