クリゴリさん | Crygori 🦍

🔸こんなことメモってます📝 ￣￣￣￣￣￣￣￣￣￣￣￣￣￣ 🔹マクロ ・CME FedWatch ・VIX指数 🔹Crypto ・Bitcoin ETF Flow ・恐怖と欲望指数 ・取引所残高（BTC/USDT） ・取引所清算MAP（BTC） ・Crypto Market RSI Heatmap 🔹チャート ・ $ONDO （推し） ▪️気になった暗号資産NEWS ▪️エアドロ情報

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Following the KelpDAO hack, we built an open analysis of DVN security configurations across every active OApp on LayerZero over the last 90 days. Of ~2,665 unique OApp contracts: 47% run a 1-of-1 DVN security floor, 45% run 2-of-2, and ~5% run 3-of-3 or higher. As we know, KelpDAO's rsETH sat in the first bucket. Open query, public methodology, feedback welcome: dune.com/dune/layerzero…

🇯🇵 NEW: Canton Network pilots Japanese government bonds as digital collateral in a JPX Group PoC.

Top DeFi Updates, Q1 2026 Recap: $ETH: Glamsterdam upgrade prepped with parallel execution and 100M+ gas limit. Hegotá upgrade slated for H2 2026 with Verkle Trees. L1 scaling and Blob tracks merged. Targets 10k TPS L1 and 10M TPS L2 by 2029 $AAVE: V4 mainnet live with hub-and-spoke unified liquidity architecture. "Aave Will Win" governance passed making Labs a DAO subsidiary. DAO approved $25M stablecoins plus 75k AAVE for development. Idle liquidity auto-routed to yield strategies. Secured $550M net deposits targeting $1B by year-end $UNI: v4 launched with Hooks enabling programmable pool logic. Entire protocol suite deployed on Tempo with first aggregator hooks. CCA token launch framework live on Base. Modular OS turning AMM into platform for custom DeFi products $SOL: Q1 on-chain activity surpassed $1T for first time in single quarter. Native TVL hit ATH of 80M+ SOL despite price volatility. Goldman Sachs and BlackRock disclosed substantial holdings. Staked SOL reached 425.7M SOL two-year peak. RWA ecosystem TVL crossed $1B milestone $LINK: CCIP monthly volume crossed $18B for first time in March. CCIP v1.5 live with self-service token integration and zkRollup support. Handles $27B+ daily cross-chain volume across 70+ networks. UBS and Fidelity integrated for RWA and 24/5 Treasury trading. Secures $7B in Coinbase wrapped tokens $POL: AggLayer and Lisovo Hardfork live unifying multi-chain liquidity. Gas limit raised 65M to 110M with throughput above 2,600 TPS. 64M POL tokens burned in Q1 alone. Acquired Coinme and Sequence for $250M+. Rebranded to multi-chain framework from Ethereum L2 $LDO: GOOSE-3 approved allocating $60M for institutional pivot beyond staking. Automated LDO buyback mechanism designed using 10k stETH for open-market purchases. MAVAN launched with 3.1M staked ETH as formidable competitor. Q1 revenue dropped roughly 40% amid competition and market pressure $SKY: 70M USDS allocated to Sky Agent Network capital allocator. Daily SKY buybacks cut 87% from $300k to $37.6k for three months. 1.83B SKY repurchased with USDS. Sky Ecosystem Insights launched for quarterly research and on-chain metrics $HYPE: Q1 gross revenue hit $156M per DefiLlama income statement. Perp DEX market share grew from 36% to 44% in Q1. Q1 perpetual volume reached roughly $493B across platform. Only major DEX to gain market share during Q1 downturn $TRX: USDD TVL surpassed $2B with 15.3B circulation. March protocol revenue hit $207M single month. TRON TVL stood at $5.1B in Q1. USDD transitioned from incentive programs to real DeFi usage $ARB: Robinhood Chain launched on Arbitrum with roughly 500 tokenized stocks and ETFs for EU. TVL hit $10.2B first L2 above $10B. Monthly protocol revenue reached $4.4M all-time high. 23M Robinhood users now exposed to Arbitrum ecosystem $BASE: Exited Optimism OP Stack for proprietary unified architecture. Migration announced February 18 with node operators required to upgrade. 2026 strategy focused on tokenized assets payments and AI agents. Tightened control over core infrastructure stack $ZK: 2026 pivot to institutional RWA infrastructure and privacy. Deutsche Bank DAMA 2 launched tokenized fund issuance on ZK Chain. Prividium engagements with 35+ firms including Citi and Deutsche. UBS and Mastercard among 30+ active institutional partners $ADA: TVL hit 13-month high in March 2026. Orion Fund activated with $80M for Bitcoin liquidity bridge. Stablecoin supply surged 40% to roughly $48M in one week. Stablecoin to TVL ratio above 33% signaling structural shift $BTC: Q1 2026 returned negative 23% fourth worst Q1 since 2013. Opened near $87.5k closed near $67k. Trading 41% below all-time high of $126k. Exchange reserves fell to 2.7M BTC. Post-halving peak window runs through October 2026 $ONDO: Partnered with Franklin Templeton tokenizing five ETFs for 24/7 trading. ETFs span equities fixed income and gold across Franklin lineup. $2.7B in tokenized assets outstanding. 70% market share in tokenized equities. TVL at $3.6B up 13.5% in 30 days Prices bled. Infrastructure scaled. Institutions arrived quietly. Q1 2026 wasn't about price discovery. It was about foundation pouring. The chart watchers missed it. Did you?

危ない…SBIカントンの罠エグすぎる 年利50%上限も約70kドルまでいけるイージーマネーかと思いきや入金は出来るけど出金は出来なくて販売所で売るしかないとかいう酷い罠 注意してください 1ヶ月で4.1%報酬貰えて最後に販売所で5%回収するのおもろすぎる

We’ve just enabled support for trading tokenized stocks and ETFs in MetaMask Extension! ✅ 264 assets to trade (61 of which have just been added!) ✅ across @ethereum and now on @BNBChain ✅ live in both MetaMask Mobile & Extension Powered by @OndoFinance 🦊🧡

250+ assets. 20+ sectors. 24/7 access. The world's largest tokenized stock platform covers a wide range of assets across: ✅ AI ✅ EV ✅ Tech ✅ Space ✅ Telecom ✅ Defense ✅ Financial ✅ Industrial ✅ Quantum ✅ Consumer ✅ Commodities ✅ Fixed Income ✅ Cybersecurity ✅ Transportation ✅ Semiconductors ✅ Leveraged ETFs ✅ Smart Beta ETFs ✅ Energy & Utilities ✅ Crypto Spot ETFs ✅ International ETFs ✅ Mining & Materials ✅ Broad Market ETFs ✅ Biotech & Healthcare What was once only available to Wall Street, is now accessible to markets around the globe.

All roads lead to the Ondo ecosystem. BlackRock, Mastercard, Franklin Templeton, WisdomTree, Fidelity, & many more. This is how trillions get tokenized.

Equity perps loading… ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓░ 99%

Franklin Templeton is partnering with Ondo Finance to offer tokenized versions of its ETFs that trade around the clock through crypto wallets, bypassing the brokerage accounts and limited trading hours that have defined fund investing for decades bloomberg.com/news/articles/…

ニューヨーク証券取引所がSecuritizeと提携、トークン化証券取引基盤を開発 ✅DTCC非経由で直接ブロックチェーン決済 ✅24時間取引・即時決済・ステーブルコイン決済に対応予定 coinpost.jp/?p=696606

JUST IN: NYSE partners with Securitize to develop a 24/7 tokenized securities platform.

Reminder: There are no closing bells onchain. 24/7 perpetual equity futures coming soon.

Wall Street meets Internet Capital Markets. @solana just got new tokenized stocks, many onchain for the first time ever, including: ✅ Galaxy Digital (GLXYon) ✅ Fidelity Solana Fund (FSOLon) ✅ BlackRock's Bitcoin ETF (IBITon) ✅ Oil and uranium commodity funds ✅ Emerging market iShares from BlackRock ✅ & 50+ more across AI, defense, space Ondo Global Markets on Solana now stands at 250+ tokenized stocks and ETFs, covering the world's most in-demand sectors and assets. Explore them on @tokens.

BREAKING: President Trump says he is not going to allow banks to “undermine our powerful crypto agenda.” “They need to make a good deal with the crypto industry,” Trump says.

Ondo digital securities are the first to be admitted for trading under the ADGM (@Adglobalmarket) framework with their landmark listing on @binance Alpha. Binance now supports ten Ondo digital securities from Ondo Global Markets on its Multilateral Trading Facility (MTF), which is regulated by the Financial Services Regulatory Authority (FSRA) of ADGM. This follows last November’s approval for Ondo Global Markets’ EU prospectus from the Liechtenstein Financial Market Authority, a well-established European regulator with passporting across the entire EU and EEA. This new milestone underscores that Ondo digital securities can operate within established regulatory frameworks, with access now open to hundreds of millions of Binance users. The Ondo digital securities and Binance are not available in the U.S. Other jurisdictional prohibitions and restrictions apply.

REGULATION: Abu Dhabi approved @OndoFinance's tokenized stocks — including Apple, Nvidia and Tesla — to trade on @binance's regulated platform. The first approval of its kind under ADGM's framework.

LATEST: 🏦 Abu Dhabi's ADGM has approved Ondo Finance's tokenized stocks and ETFs for trading on Binance's regulated platform, the first such approval under the ADGM's regulatory framework.

AI agents are getting smarter, but they still need market context. Today, we’re launching 4 AI Agent-focused products: 🔹 MCP for real-time data 🔹 x402 support for CoinMarketCap APIs 🔹 Skills for Claude Code 🔹 Skills for @openclaw 🦞 Equip your AI agents with real-time crypto market intelligence. Keep scrolling 👇

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