Roundtrippin' Jimmy

@whale_alert please don't tell me @tether washed the frozen 344m USDT and minted clean ones back to the holder

💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 350,000,000 $USDT (350,261,876 USD) minted at Tether Treasury whale-alert.io/tx/solana/UNG5…

$BTC did someone just fat fingered on the sell button on binance perp?

@arkham @Strategy @BlackRock Now imagine one day Strategy needs to sell its BTC holdings to avoid insolvency

Michael Saylor now holds more BTC than BlackRock. Strategy: 815,061 BTC BlackRock: 802,523 BTC Retail vs Institutions.

[ ZOOMER ] NEW YORK SUES COINBASE AND GEMINI FOR VIOLATING STATE LAW, ACCORDING TO COURT RECORDS: RTRS

@DeItaone You mean bitcoin “whale” with no plurals

$BTC - BITCOIN WHALES ACCUMULATE AT FASTEST PACE IN A YEAR Bitcoin “whales” added about 45,000 BTC last week, the largest weekly accumulation since July 2025, according to Cex. IO. Whales—wallets holding 100 to 10,000 BTC—bought in sync rather than separately, signaling stronger bullish momentum. Long-term holders have now accumulated over 1 million BTC in the past three months.

@arbitrum Sorry Its freeze AND stolen. now imagine NK hackers somehow took control of security council's keys. 😱

@arbitrum does this mean anything on Arb can be frozen? damn what a precedence this has set

The Arbitrum Security Council has taken emergency action to freeze the 30,766 ETH being held in the address on Arbitrum One that is connected to the KelpDAO exploit. The Security Council acted with input from law enforcement as to the exploiter’s identity, and, at all times, weighed its commitment to the security and integrity of the Arbitrum community without impacting any Arbitrum users or applications. After significant technical diligence and deliberation, the Security Council identified and executed a technical approach to move funds to safety without affecting any other chain state or Arbitrum users. As of April 20 11:26pm ET the funds have been successfully transferred to an intermediary frozen wallet. They are no longer accessible to the address that originally held the funds, and can only be moved by further action by Arbitrum governance, which will be coordinated with relevant parties.

@DeItaone @grok when does the latest ceasefire end?

TRUMP SAYS BOMBS WILL GO OFF IF CEASEFIRE EXPIRES: PBS

@0xShual I ask myself the same question. Oh you also forgot about the ponzu $STRC

So, to recap, the sentiment on the TL is: - DeFi is dead: don't bother with it, don't deposit anywhere, 'just use aave' is dead, off-ramp and at best park with ibkr or coinbase - The age of crypto is over: we're no longer early, it's the instutitionals era, coins have infinite price-insensitive sellers, and retail isn't coming to buy your bags - Onchain is dead, especially on solana, because of pvp tards that rush to outdump each other on 30k market caps. The only true runners are flukes on ethereum that are old and have no gen z to control its supply and is reliant on elon tweets. - The handful of projects that were considered investment-worthy are either not (aave, for example) or are already adequately priced (hype, zec). there are a few silent runners like $morpho but not many and low volume. - GameFi is dead. SocialFi is dead. L2s are barren. Financial activity only exists to farm points. Did I miss anything? Is anyone excited about anything? Something? If you're reading this - why are you still in crypto?

Defi is heavily mispriced yet people put their life savings in these so called “safe” protocols when the pickup is only 1-2% more than time deposit in banks. The fact that theres no regulatory oversight plus no backstop the credit risk premium should be 3-5x higher at the very least.

Every day my decision just becomes more reinforced I love Defi, but each hack makes it more and more obvious that it's some of the worst r/r on the market Not sure how we get through this, but unless magnitudes higher yields come back, I don't see it changing

how to solve crypto / defi's problems - reprice all defi yields 3-4x higher, pre hack. Yields in Defi are seriously underpricing the credit/hack risks in the space - allow crypto native tokens have securities like features, like coupons or dividends. Crypto is plagued with people trying to circumvent securities laws by inventing shitty tokeneconomics which ends up having way too many emissions and zero demand. Can you imagine if you allow all the exchange tokens to pay out dividends based on its trading fee earnings? $HYPE, $BNB and others will moon and attract real investments because you suddenly can value the company based on cashflows. Instead of advocating RWA the whole crypto industry should be pushing regulators to allow securitzation of their own tokens

@AggrNews @LayerZero_Core @KelpDAO @_SEAL_Org Maybe they’ll post sth later like “study $GME” iykyk

@LayerZero_Core @KelpDAO @_SEAL_Org It took you ~10 hours to put out this statement?

We’re fully aware of the rsETH exploit and have been in active remediation with the @KelpDAO team since the incident and continue to monitor. All other applications remain safe. We are still identifying the root cause alongside @_SEAL_Org and others. We will publish a complete post-mortem with @KelpDAO as soon as we have all information.

@MonetSupply This crypto version’s FX carry trade unwind. Degens unwinding their maxloops frantically. Gd luck to $ETH and Bitmine

with stablecoin markets beginning to become illiquid, the situation is now entering a more dangerous stage imo to break down the driving factors: the ETH market is ~16.5% backed by rsETH, and rsETH backed loans could see up to 10-15% haircut in emode if losses are socialized equally on mainnet & external chains, leaving 2-3% residual haircut for ETH suppliers after wiping out umbrella ETH suppliers are naturally incentivized to get out ASAP to avoid this, so utilization is pinned at 100%, and borrow rates are not high enough to incentivized repayment of unrelated LST loops (wstETH, weETH) to free up liquidity because it is impossible to withdraw ETH, users borrowing stables like USDT against ETH collateral cant unwind their position even when the rates for stablecoin borrowing start to spike, which severs the typical incentives scheme keeping these markets healthy now we have 2 unhealthy incentives based on the markets becoming locked at 100% utilization 1) ETH holders cannot unwind their positions to maintain healthy LTVs, and liquidators cant withdraw/sell collateral to close positions atomically, meaning that ETHUSD price drop could potentially cause bad debt 2) users supplying USDT have a perverse incentive to max-borrow other stablecoins as a way of exiting, the position has positive carry (for now) so the optionality has low cost, while if conditions worsen they can get at least 75% of their position value out of the market bottom line is, for these pooled/rehypothecated lending markets to function properly, liquidity must be preserved AT ALL COSTS. recent slope2 changes nerfing Aave's max borrow rates are having a negative effect and significantly increasing the risk of cascading market failure

@RunnerXBT And your chances of surviving a blended dick attack is still higher than your funds staying safe in defu Hyperilliquid

Putting your dick in Blender at full speed is safer for your dick than using DeFi in any way shape or form gm

@RaveDAO @onchainmeow These guys be like If trump can get out of it, why couldnt i?

1/ We are aware of the rumors and accusations circulating regarding $RAVE and RaveDAO team. We want to be clear: RaveDAO team is not engaged in, nor responsible for, recent price action. We take transparency seriously and remain humbled by the attention, but our focus is on the mission: bringing mass adoption to Web3 through live events.

@GracyBitget CT, how shocked are you to realize the shadow owner of @bitget also owns the Hong Kong SFC regulated exchange @osldotcom ? @zachxbt

GameStop (GME) hit an intraday high of $483 on January 28, 2021, and closed at approximately $347.51. From a fundamental perspective, GameStop was at the time merely a struggling physical video game retailer with steadily declining annual revenue; most analysts considered its “fair value” to be no more than $10–20. In other words, sentiment and collective action propelled a “company with a fair value of $10” all the way to $483—a premium of over 40 times. The psychological mechanisms behind this are well worth understanding: 1. FOMO: Watching others make money causes rationality to instantly collapse. 2. Sense of collective identity: The “Us vs. Wall Street” narrative on Reddit turned buying GME into a matter of “taking sides,” rather than an investment decision. 3. Self-fulfilling prophecy: When enough people believe “it will keep rising,” it actually does—until the music stops. 4. A Mirror of the Crypto Market: This week’s $RAVE story is a carbon copy of GME. The only differences are that a physical stock was replaced by a meme coin, and Reddit was replaced by X (Twitter). I highly recommend watching *Dumb Money*🤪—the movie about the 2021 GameStop event. There’s a lot to learn from it.

@zachxbt @RaveDAO @bitget @binance @Gate @heyibinance @GracyBitget Should we call out the MMs doing this as well? This literally came out of jump’s playbook.

@RaveDAO @bitget @binance @Gate @heyibinance @GracyBitget Update: I am increasing the RAVE bounty to $25K due to contributions from other community members. Keep applying pressure to exchanges so they address the market manipulation.

We have observed heightened market volatility in $RAVE We encourage all users to remain mindful of the associated risks and to exercise caution, particularly when using leveraged positions

You left out the scene beforehand where the Manager asks its subordinates to not act like a smartass and think before you answer the Chairman’s questions. Love how the chairman says “quite sure it wasnt brains that got me here” in the most sarcastic tone. Many who worked in investment banks can relate to how stressful these meetings with MDs can be.

There are people out there who’ve watched this film over 3 times and still don’t understand the symbolism.

Its quite sad to see BTC getting used and sucked into as a financial derivative by a maniac with low to no ethical standards. No one remembers he got caught with tax evasion and accounting fraud back in the day. Retarded MSTR cucks only care about numba going up like a drug addict getting a dopamine shot, completely oblivious about the longer term consequences when the contagion risks increases as STRC grows and flywheel breaks

@BigpictureBTC It's a cult. Plain and simple. It's the crypto bro identity but they actually have a glorious leader to follow This is why satoshi left

I continue to be amazed by the level of entrenched cognitive dissonance on display. At this point, MSTR seems less like an investment position and more like an identity for some people. The most low-IQ interpretation of this post is to assume I’m arguing that $700B of share issuance is absorbable or sustainable within MSTR commons… That is literally the opposite of the point. The entire mathematical breakdown shows why it is structurally unworkable at scale.

@AdamBLiv if they have bought everything on coinbase, then who sold it all off shortly after? $BTC

RED ALERT: STRC BUYS STRATEGY 1,012 BITCOIN IN THE FIRST 15 MINUTES OF TRADING TODAY YOU THOUGHT LAST WEEK WAS CRAZY? WE'RE JUST GETTING STARTED. STRATEGY IS DRIVING ALL BITCOIN OUT OF CIRCULATION. DO YOU KNOW WHAT THIS MEANS? WAKE UP.