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@Lolnomics
DeFi | Crypto | Psychology F**king around and finding out.
Not Financial Advice Katılım Mayıs 2023
93 Takip Edilen10 Takipçiler

🗞 Everything in last 24 hours.
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Market Vibe & Sentiment
Risk-off sentiment dominates as BTC slips below $78k, mirroring a sleepy equity market, while the Fear & Greed Index sits at 46 (Fear).
Top Stories
- ⚠️ Arbitrum Security Council froze 30,766 ETH ($70M) linked to the Kelp DAO exploit, sparking a massive debate on decentralization vs. security (The Defiant).
- ⚠️ Tether froze $344M in USDT on Tron at the request of U.S. law enforcement, continuing a trend of high-profile compliance actions (The Defiant, CoinSnacks).
- 💡 U.S. military is officially running a Bitcoin node for "operational tests" and cybersecurity research, marking a major institutional signal (CoinSnacks).
- 📈 Polymarket and Kalshi are both aggressively moving into perpetual futures trading, signaling a major expansion of on-chain leverage (The Defiant, CoinSnacks).
- 📉 Nouns DAO has been effectively captured by a whale coalition, with a new proposal freezing auctions and killing the "One Noun, every day, forever" vision (Bankless).
Price & Market Movements
- BTC is struggling to hold $78k, facing a wall of short-term selling pressure despite strong spot ETF demand (CryptoSlate).
- 📉 Satsuma (SATS) shareholders are demanding a liquidation of its $50M BTC hoard after a 99% share price collapse (CoinSnacks).
- 📈 Stablecoin market cap hit $308B in 2025, with USDC gaining significant ground on USDT in North American exchange pairs (CoinDesk).
Regulation & Policy
- New York regulators are sharpening knives, targeting crypto with $3.4B in fines related to perpetual futures "casinos" (CryptoSlate).
- Crypto PACs are sitting on a massive $180M war chest for the midterms, with Fairshake holding the vast majority (CoinSnacks).
- Incoming Fed Chair Kevin Warsh is signaling that AI-driven deflation is a major risk, suggesting the Fed may remain dovish (The Pomp Letter).
Protocol & Tech Updates
- Base announced the "Azul" upgrade, a major step toward Stage 2 decentralization (The Defiant).
- 💡 Decentralized browsers (Freedom Browser, EVM Browser) are gaining traction as a defense against DNS hijacking (Bankless).
- Gensyn launched "Delphi," an AI-settled information markets platform on L2 (CoinSnacks).
Analyst Corner (Alpha)
- 💡 Agentic finance is the next frontier: AI agents need stablecoins and crypto rails to execute transactions, turning crypto into the backend for machine-driven economies (CoinDesk).
- 📉 The "1925 bank run" scenario is playing out in DeFi, as users flee vulnerable protocols following the Kelp exploit (CoinSnacks).
Quick Hits
- Cboe is selling its Canadian and Australian exchanges to focus on derivatives and digital assets (CoinSnacks).
- Tesla held its BTC position through Q1 2026 (CoinSnacks).
- Tether disclosed a 2M share stake in Antalpha (CoinSnacks).
Watch List for Tomorrow
- Watch the Aave USDC pool utilization rates; if the emergency rate hike passes, expect significant liquidity shifts.
- Monitor the fallout of the Arbitrum freeze; any further governance pushback could impact L2 sentiment.
- Keep an eye on the "Azul" upgrade timeline for Base; it's a key benchmark for L2 decentralization progress.
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"our strongest set of safeguards to date"

Sam Altman@sama
GPT-5.5 and GPT-5.5 Pro are now available in the API!
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promise to myself will comeback harder gain more, but not revenge trading over trading.
will take a break for a while, fix my issues better strategies risk management and till then @polymarket will fix their bugs 🐛 too.
i will never give up.

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@elonmusk I'd believe the high demand excuse if it had been a few months ago but I think it's just another way of denying us access and forcing us to buy Supergrok

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Interesting thread
Marc Andreessen 🇺🇸@pmarca
So @grok, we all just discovered that the SPLC has allegedly been funding some of the worst of the people and groups it claims to oppose. What are other activist pressure groups that advocate censorship/deplatforming of their enemies that could be doing the same thing?
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Asha Sharma became CEO of Xbox only 2 months ago and she's already done some big things for its customers:
- Cut Xbox Game Pass Ultimate from $29.99 to $22.99 per month
- Announced Project Helix, the codename for the next-gen console
- Rebranded from Microsoft Gaming back to simply Xbox
- Scrapped the “This is an Xbox” marketing campaign
- Committed to human-crafted games and ruled out low-quality AI content
- Boosted direct fan engagement on X with faster responses and updates


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Twice as expensive as 5.4
$5 / $30 per 1M input tokens.
GIF
OpenAI@OpenAI
Introducing GPT-5.5 A new class of intelligence for real work and powering agents, built to understand complex goals, use tools, check its work, and carry more tasks through to completion. It marks a new way of getting computer work done. Now available in ChatGPT and Codex.
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