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@Nicelyyih

Championing the cause of decentralized finance with Solana. #SolanaChampion

Katılım Ekim 2024
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playboycrypto
playboycrypto@playboycrypt0·
Gm to everyone that says it back🤝
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playboycrypto
playboycrypto@playboycrypt0·
Everything Crypto ICYMI – Saturday’s Edition✍️ --- 🇺🇸Macro & Policy •Pro-crypto Kevin Warsh officially sworn in as Federal Reserve Chair, replacing Jerome Powell. •SEC approves Nasdaq $BTC index options trading. •SEC delays plan to allow blockchain-based tokenized stocks. •Senate leaves Washington until June with reconciliation bill unfinished — CLARITY Act may be pushed to July. •U.S. oil inventories saw a record 17.8M barrel drawdown; SPR at lowest since July 2024. •U.S. banks currently sitting on ~$306B in unrealized losses. •Stock vs 10Y Treasury correlation hits most negative level since 1999. --- 📊Market & On-Chain • $BTC dropped below $75K → over $400M in long liquidations. • $BTC has more than doubled in 5 years, while $ETH remained largely flat. •Gold slipped below $4,500 (-0.94%). • $ETH showed bearish breakdown leveraged longs being flushed (@cryptoquant_com) --- 🏦Institutions & Adoption •Citigroup now processes billions in tokenized deposits (up from millions YoY). •@jpmorgan’s Kinexys surpassed $1T in transactions. •Tokenization seen as enhancement, not replacement of TradFi. •@StateStreet & Galaxy launched tokenized cash management fund (SWEEP). •@FalconXGlobal & @SygnumOfficial partnered to launched tokenized institutional credit product. •Taurus secured EU MiFID II license for tokenized assets. •BlackRock opposed OCC’s 20% cap on tokenized reserves. --- 🏢Real-World Assets (RWA) & Tokenization •@PhoenixTrade building fully on-chain RWA perpetuals on @solana. •@StarcoinGP RWA Launchpad (ERC-3643) entering pre-launch on base →Dual-backed assets + automated compliance •@Figure & @credibly360 partnered to tokenize SMB loans →$24B+ already originated via Figure ecosystem •@onrefinance raised $5M →Tokenized reinsurance platform on solana →$750B market exposure •Africa Digital Assets Summit launched Kenya Token ( $SOL ) →Infrastructure + social impact funding •Tokenized Treasuries hit ATH of $13.7B →Led by @circle, @Securitize, @FTI_US --- 📈Protocols, Fees & Growth •@HyperliquidX ($HYPE) hits ATH → $15B market cap •HyperliquidX leads 24H fees → $2.3M (ahead of @trondao $1.2M) •21Shares @HyperliquidX ETF hits: →$37.2M AUM →$24.4M inflows (week 1) •Coinbase: avg $USDC holdings hit record $19B (Q1 2026) --- 💸Tokenless Perps (30D Fees) TradeXYZ dominates — more fees than next 2 combined •@tradexyz — $5.76M •@ostium — $2.38M •@gmtrade_xyz — $2.29M •@extendedapp — $1.99M •@nadoHQ — $1.47M •@Antartic_Ex — $1.39M •@worldmarketsinc — $611K •@DecibelTrade — $441K •@Dreamcash — $312K •@etherealdex — $163K --- 🔐Privacy Sector Rising Narrative shift: privacy = necessity (hacks, wallet drainers, doxxing) Top Projects by FDV: •@Zcash — $8.78B •@monero — $7.09B •@CantonNetwork — $5.91B •@MidnightNtwrk — $763M •@zano_project — $164M •@zerobasezk — $162M •@ethstatus — $67.7M 3 Tiers: →Retail privacy coins →Institutional/compliance infra →Programmable privacy L1s --- 🧠DeFi & AI Agents •@Lighter_xyz announced → RFQ system for institutional RWA liquidity •@variational_io → $50M raise + RWA perps •@aave@monad expansion proposal is live •@injective → launches Policy Institute (DeFi, stablecoins, regulation) --- ⚙️Ecosystem Updates •@THORChain proposes post-exploit recovery →No new RUNE will be minted or sold •@nadoHQ Season 2 updates: →Volume-based rewards (300K–950K weekly pool) →$100K trading competition →Referrals V2 + RWA collateral incoming →Season 1 points fully preserved --- 🔓Token Unlocks • $SOON @soon_svm → $3.66M (May 24) • $SOSO @SosoValueCrypto → $4.80M (May 24) • $TON @ton_blockchain → $49M (May 24) • $CC @CantonNetwork → $23.3M (Ongoing daily) --- 📈Daily Movers (24H) •Top Gainers: $NIGHT, $CC, $WLFI, $DEXE •Top Losers: $TON, $TAO, $SUI, $BCH, $HYPE --- Found this useful; Like, Retweet & stick around for next weekend’s breakdown by order of the Peaky Blinders✍️
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Onur 🍌🦍
Onur 🍌🦍@0xc06·
Financial advisor: “absolutely do NOT rent a villa in Spain for the summer” Founder already poolside signing the lease for the CFT Summer House 2026. @CTFtradercom Summer House 2026 honestly sounds less like a meme and more like an IRL trading accelerator. One guy farming perps, one cooking AI infra plays, one finding lowcaps before CT wakes up, another scaling a funded $300k account from the balcony at 3am. This idea could be the start of something legendary. Lowkey want in 🤝
Crypto Fund Trader@CFTradercom

This is what you've been all waiting for. Welcome to CFT Summer House 2026!

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Celes 🦋
Celes 🦋@Celesweb3·
there's a sentence that would have sounded absurd five years ago. "a software company just spent $2 billion on Bitcoin in a single week, pushing its total holdings to 843,000 BTC, and the leveraged traders on the world's oldest crypto exchange are the most bullish they've been in two and a half years." that sentence is just the news now. ➝ what Strategy actually did between May 12 and May 18, Strategy added 24,869 $BTC at an average price of $83,726 per coin. total cost: $2.08B. running total: 843,000 $BTC. at current prices, that's approximately $68.3B in holdings. to put the pace in context: Strategy has now purchased more $BTC in the first five months of 2026 than in all of 2025. they've issued three separate convertible note tranches this year totaling $4.2B in capital raises, all deployed directly into $BTC. Saylor didn't pause during the Moody's downgrade week. didn't pause during the CPI miss. didn't pause when $BTC pulled back from $84,200 to $79,049. the buy happened right through the drawdown. ➝ and then there's the Bitfinex signal Bitfinex margin longs just hit 80,636 $BTC. that's the highest level in two and a half years. the last time this number was this high was November 2023 right before $BTC broke above $40K and didn't look back for months. margin longs on Bitfinex are worth paying attention to for a specific reason. Bitfinex's user base skews institutional and professional. these aren't retail traders on a mobile app. these are people running sizeable positions who use Bitfinex's margin system deliberately. when this number spikes, it historically signals that sophisticated capital is positioning for upside not reacting to it after the fact. ➝ here's the pattern worth tracking look at what happened the last two times Bitfinex margin longs hit this level. October-November 2023: margin longs surged to this range. $BTC was at $30-35K. within 90 days it was at $52K. within six months it was at $73K. March 2024: similar spike. $BTC broke its all-time high within weeks. the pattern isn't guaranteed. but it's consistent enough that dismissing it would be intellectually dishonest. ➝ now connect Strategy's buying to the supply picture 843,000 $BTC held by one company. not on exchanges. not in ETFs. not circulating. locked in a corporate treasury with Saylor publicly stating he has no intention of selling. add BlackRock's 809,870 $BTC in IBIT. add Fidelity's ~185,000 $BTC. add Bitmine's 5.28M $ETH equivalent position. the institutional lock-up of $BTC supply is now at a scale that has no historical precedent. exchange reserves: still at 8-year lows. OTC desk balances: still negative. miners: selling less than they're producing into ETF demand that's absorbing 9x daily output. Strategy buying $2B into a $79-84K range isn't just a directional bet. it's a supply removal event. those 24,869 $BTC are gone from the market. permanently, for as long as Saylor runs the company. ➝ the risk that doesn't get talked about enough Strategy's debt stack is now approximately $8.2B in convertible notes. the covenants on those notes require certain conditions the details are in their SEC filings and they're complex. but the simplified version: if $BTC drops significantly and stays there, the cost of servicing and eventually refinancing that debt becomes a real problem. Saylor has managed this through the bull cycle. the question is whether the structure is resilient enough for a scenario where $BTC spends 12-18 months below $60K. it hasn't been tested at this debt level. that's not a prediction. it's a known risk that every person following this position should understand. ➝ but here's the honest read on conviction the most reliable signal in markets isn't what people say. it's what they do with real money under real pressure. Strategy had every reason to pause last week. Moody's downgrade. 5.09% 30-year yields. $BTC pulling back 6%. macro environment objectively hostile to risk assets. they spent $2 billion anyway. and 80,636 $BTC in Bitfinex margin longs says the leveraged professional money agrees with the thesis. that's not hype. that's position sizing.
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Celes 🦋
Celes 🦋@Celesweb3·
every new L1 has a moment. the moment when the ecosystem is live, the TVL is growing, the narrative is strong and then something breaks. for Monad, that moment just happened. ➝ what actually went down May 19. Echo Protocol, a Bitcoin-focused DeFi platform deployed on Monad, gets hit. an attacker mints 1,000 eBTC approximately $76.64M in synthetic Bitcoin out of thin air. the mechanism: a compromised admin private key. not a smart contract flaw. not a mathematical exploit. someone got access to the key that controls minting authority and used it. with that key, the attacker minted unbacked eBTC, borrowed $3.45M in real WBTC against it on Curvance, then bridged and routed the stolen funds through Tornado Cash. actual extracted value: approximately $816,000. the remaining 955 eBTC worth ~$73M at the time stayed in addresses the attacker controlled but couldn't easily cash out without collapsing the price. Echo regained admin key control, burnt the remaining 955 eBTC, and paused all cross-chain transactions. Curvance paused the affected market. Monad CEO Keone Hon confirmed publicly that the Monad network itself was completely unaffected. ➝ and this wasn't a one-off the Echo exploit was the third major DeFi hack in five days on or around Monad's ecosystem. THORChain lost $10M+ to a vault breach on May 15. the Verus-Ethereum Bridge was drained for $11.58M on May 18. add in Transit Finance and TrustedVolumes from earlier in the month May's running hack tally just hit 14 separate incidents. that's not a Monad problem specifically. that's a DeFi security problem that lands hardest on new ecosystems because they're where the new protocols are deploying fastest, with the least battle-tested codebases. ➝ but here's the distinction that matters the Monad blockchain worked perfectly. 0.31% price impact on MON during the exploit. network continued operating normally throughout. no consensus failure. no validator issues. no chain halt. what failed was Echo Protocol's access control layer. a centralized admin key with unrestricted minting authority. that's not a blockchain vulnerability. that's an operational security failure at the application layer. this distinction matters enormously for how you evaluate Monad as an infrastructure bet. if the chain had halted, or if validators had behaved incorrectly, or if the exploit had required a chain-level rollback that would be an existential signal. none of those things happened. ➝ now here's the part nobody's saying clearly enough admin key exploits are the most embarrassing category of DeFi hack because they're entirely preventable. multi-signature wallets. timelocks on privileged functions. hardware security modules. these aren't exotic solutions they're standard practice for any protocol that has been around long enough to learn from others' mistakes. Echo Protocol chose not to implement them. or didn't implement them correctly. and the result is $816,000 extracted from users who trusted the protocol. the reason this pattern repeats across every new ecosystem Solana in 2021, Base in 2023. Monad in 2026 is that the competitive pressure to ship fast creates a culture where security is treated as something to add after traction, not before. the protocols that win are often the ones that launch first. so everyone launches first. and then someone gets a key compromised. ➝ what Monad's response tells you Keone Hon's public statement within hours was precise and honest. he didn't minimize the exploit. he didn't claim the network was unaffected in a way that obscured Echo's losses. he clarified exactly what happened, where the failure was, and what wasn't affected. that's actually meaningful. the response to a crisis often reveals more about a team's character than the crisis itself. Monad's communication was clean. the ecosystem's TVL picture is also worth noting. Monad entered DeFi TVL top 10 this month with $1.69B passing Arbitrum. one exploit on one protocol didn't reverse that. the capital didn't flee. ➝ the historical comparison that puts this in perspective Solana had the Wormhole bridge hack in February 2022. $320M stolen. Solana's price collapsed. the ecosystem looked finished to many observers. eighteen months later Solana was processing more transactions than any other chain and had become the primary home for institutional DeFi infrastructure. Base had multiple protocol-level incidents in its first year. none of them broke the chain. Base now processes 62% of global onchain stablecoin volume. the pattern is consistent: new L1 ecosystems attract new protocols that haven't been battle-tested. the protocols fail before the chains do. the chains that survive the first wave of application-layer failures often come out structurally stronger because the weak protocols get filtered out. ➝ the honest read Echo Protocol failed its users. a compromised admin key is inexcusable at $76M TVL. the team will rebuild or it won't, and that's their problem to solve. Monad didn't fail. the chain ran through a $76M synthetic minting attack on a protocol built on top of it without a single block missed. that's actually the test passing. not the test failing. but the 14 hacks in May across the broader DeFi ecosystem that's a systemic signal worth tracking. security infrastructure hasn't kept pace with deployment velocity. and until it does, admin key exploits are going to keep appearing in new ecosystems on a predictable schedule. the question isn't whether Monad survives this. it will. the question is whether the protocols building on Monad learn faster than the attackers scanning for the next compromised key. history says some will. some won't. and the ones that don't will become case studies for the next batch.
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Celes 🦋
Celes 🦋@Celesweb3·
the US Senate just passed the first major crypto legislation in history. 68-30. bipartisan. 18 Democrats crossed the aisle. that's not a small thing. that's the upper chamber of the United States Congress officially deciding that stablecoins are real, they're here, and they need a framework. but here's where most people stopped reading. and where the actual story begins. ➝ what the GENIUS Act actually does three categories of permitted stablecoin issuers. bank subsidiaries regulated by their existing federal regulator. nonbank issuers regulated directly by the OCC. state-chartered issuers supervised by certified state regulators but only if their state framework meets federal minimum standards. 100% reserve requirement. no fractional banking with stablecoin reserves. eligible backing assets: US dollars, demand deposits at insured banks, Treasuries with 93 days or less maturity, approved repo agreements. reserves must be segregated. rehypothecation explicitly prohibited. monthly reserve reports. annual audits for issuers above $50B. real-time redemption on demand. bankruptcy protections that put stablecoin holders ahead of the issuer's general creditors. and the Big Tech restriction: Apple, Google, Amazon, Meta any large tech company not primarily engaged in financial activities needs unanimous sign-off from the Treasury Secretary, the Fed Chair, and the FDIC Chair to issue a stablecoin. and they can't use transaction data for advertising. ever. ➝ so why didn't $USDT and $USDC moon immediately because the bill is now in the House. and the House has its own bill. the STABLE Act. and these two bills are not the same bill. ➝ here's where the GENIUS vs STABLE divide gets real the GENIUS Act is more permissive on state-chartered issuers. the STABLE Act is more restrictive it mandates a two-year moratorium on algorithmic stablecoins and gives federal regulators more override authority over state frameworks. GENIUS allows issuers to hold Treasury securities up to 93 days maturity. STABLE is stricter on eligible assets. GENIUS has the Big Tech three-member committee structure. STABLE handles this differently. both bills agree on the core: 1:1 reserves, no rehypothecation, monthly reporting, redemption rights. but the implementation details diverge enough that reconciliation will require a conference committee or one chamber adopting the other's bill wholesale. Trump has publicly said he wants stablecoin legislation on his desk before the August recess. that's 10 weeks. the conference process for bills this complex doesn't typically move in 10 weeks. which means either the House moves fast and accepts the Senate version largely intact, or the August deadline slips. ➝ now here's the part that affects real money right now Tether. the elephant in every room this bill enters. $USDT has $151B in circulation. it's issued by a BVI company. it dominates emerging market stablecoin usage globally. under the GENIUS Act as written, Tether cannot operate in the US market as a permitted payment stablecoin issuer without establishing a US-regulated entity and meeting all reserve, audit, and reporting requirements. Tether CEO Paolo Ardoino has said the company is "studying" compliance options. that's not the same as committing to compliance. the GENIUS Act gives foreign issuers a 120-day grace period after enactment to decide. if Tether decides US compliance is too costly and opts out of the US market which is a real scenario that creates a vacuum. Circle's $USDC, currently at $60B, is the obvious beneficiary. Circle is already registered in the US. its CEO Jeremy Allaire helped draft portions of the legislative framework. USDC is positioned to become the default compliant stablecoin for the US financial system the day this bill is signed. ➝ and the yield question that wasn't answered the most contentious issue in the entire legislative process: can stablecoins pay yield to holders? the GENIUS Act says no. payment stablecoins cannot pay interest or yield directly to holders. that provision was specifically designed to prevent stablecoins from becoming bank deposit substitutes that drain the banking system. but "bona fide business activities" carveouts leave some ambiguity. and DeFi protocols that route stablecoins into yield-generating strategies aren't directly addressed. the yield question will be litigated in regulatory guidance after the bill passes not in the bill itself. ➝ the honest read 68-30 is a genuine milestone. the Senate said yes to crypto regulation, bipartisanly, for the first time. that matters. but the stablecoin market won't structurally change until the House reconciles STABLE with GENIUS, Trump signs it, and regulators write the implementation rules. that's a 6-12 month process at minimum after today. what changes immediately: institutional confidence. if you're a bank building a stablecoin product, a payment company integrating USDC rails, or a treasury desk considering stablecoin exposure today's vote tells you this is happening. the regulatory environment is clarifying. you can start building. what doesn't change immediately: Tether's market position. Circle's competitive advantage. DeFi yield dynamics. the actual compliance burden on issuers. the bill passed. the market is being built. the details are still being written. and the details, as always, are where the money is.
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Celes 🦋
Celes 🦋@Celesweb3·
Mark Cuban just gave crypto twitter exactly what it loves. a famous billionaire saying Bitcoin failed. and a clean counter-narrative waiting to be built. let's do this properly. ➝ what Cuban actually said in an interview this week, Cuban confirmed he sold "most" of his $BTC position. his reasoning: he bought into the narrative that $BTC would act as a hedge against dollar weakness and geopolitical instability. the Iran strikes happened. tariff wars escalated. the dollar weakened. gold hit all-time highs. $BTC dropped. "it disappointed me as a hedge" is the direct quote. he said he doesn't see it behaving like gold. he sees it behaving like a tech stock. and when he wants tech stock exposure, he buys tech stocks. that's actually a coherent, internally consistent position. Cuban isn't wrong about what happened. in April and May, when geopolitical risk spiked, $BTC sold off alongside Nasdaq while gold rallied independently. the correlation data supports his observation. ➝ but here's where the narrative breaks down Cuban is describing a 6-week window. on-chain data is describing an 18-month structural shift. let's look at what actually happened during the same period Cuban says the hedge narrative failed. exchange reserves dropped to their lowest level since December 2017. that means holders were pulling $BTC off exchanges into cold wallets not selling. RHODL ratio held at 4.5, matching the exact readings from the 2015 and 2022 cycle bottoms, both of which preceded major bull runs. long-term holders wallets that haven't moved $BTC in over 155 days are sitting at 78.4% of total supply. an all-time high. whale wallets holding 1,000+ $BTC added 142 new addresses over six months. OTC desk balances went negative by 25,000 $BTC since February. Strategy spent $2B in a single week into the drawdown. Bitfinex margin longs hit an 18-month high the same week Cuban was selling. the people who actually move markets weren't selling. they were buying. ➝ now here's the honest part about Cuban's point he's right that $BTC didn't behave as a short-term geopolitical hedge in Q1-Q2 2026. it correlated with risk assets, not with gold, during acute stress periods. but that's a different claim than "$BTC failed as an asset." it's a claim that "$BTC isn't gold in a 6-week window." gold's hedge properties come from 5,000 years of monetary history, central bank reserve mandates, and a liquidity depth that $BTC doesn't yet match. when a central bank needs to park $50B in a safe haven overnight, they buy gold because the market can absorb it. $BTC ETF daily volume on a normal day is $3-4B. you can't move $50B through that without moving price. so yes, during acute stress, gold wins the flight-to-safety trade. $BTC doesn't yet have the depth to compete with it on a 48-hour timeframe. ➝ but zoom out to 1-year, 3-year, 5-year gold is up roughly 28% over the past year. $BTC is up 38% from the same date last year even after the Q1-Q2 drawdown. over three years gold is up approximately 60%. $BTC is up over 200%. the hedge narrative for $BTC was never "it goes up when markets go down." the actual thesis the one Saylor, Fidelity, and BlackRock have written extensively about is that $BTC is a hedge against long-term monetary debasement. against the compounding effect of fiscal deficits, money supply expansion, and sovereign debt accumulation. Moody's just downgraded the US to Aa1 citing $36T in debt. the 30-year yield hit 5.09% a 17-year high because markets don't fully trust the trajectory of US fiscal policy. that's exactly the environment the long-term $BTC thesis was built for. and Cuban sold into it. ➝ the on-chain vs narrative disconnect this is actually one of the most interesting dynamics in crypto right now. sentiment and price are weak. on-chain behavior is strong. when sentiment is negative and on-chain accumulation is accelerating, historically that's not a sell signal. it's the opposite. the 2018-2019 accumulation phase. the 2022 post-FTX floor. the early 2023 accumulation before the 2024 ETF run. all three periods looked exactly like this from the outside retail narratives breaking down, famous people selling, headlines saying crypto is over. and all three were followed by significant recoveries. Cuban selling because his 6-week hedge thesis didn't play out is fine. it's his money, his thesis, his timeline. but framing it as evidence that $BTC "doesn't work" misses the time horizon entirely. ➝ the honest read Cuban's point about correlation with tech stocks is real and worth acknowledging. $BTC is not a perfect geopolitical hedge on short timeframes. if you bought it specifically for that thesis with a 3-month window, the trade didn't work in Q1-Q2 2026. but long-term holders 78.4% of supply didn't move. whales added. institutions bought through every dip. Strategy deployed $2B into the exact week Cuban was exiting. famous people selling $BTC is not a new phenomenon. it's practically a tradition at this point. and the on-chain data has a better track record of predicting price direction than billionaire interview quotes. the data says accumulation. Cuban says disappointment. one of these signals has historically been right more often than the other.
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Senior 🛡🦇🔊
Senior 🛡🦇🔊@SeniorDeFi·
A UMA CTF adapter contract linked to @Polymarket appears to have been drained for ~$520K on @0xPolygon. The contract in question is an oracle layer that helps resolve prediction markets through UMA's Optimistic Oracle. On-chain data shows 100+ small transfers flowing into the suspected attacker wallet, mostly in POL tranches up to 5,000 tokens each. classic fragmentation pattern. Whether active markets, user funds or withdrawals were affected remains unconfirmed. Polymarket hasn't responded publicly. the exploit hits a protocol doing $3.7B in monthly trading volume: second largest prediction market globally. Oracle infrastructure getting targeted at this scale on a platform that size raises a straightforward question... ...how much of prediction market trust is actually priced into the security of the resolution layer underneath?
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Matt | LuvKaizen
Matt | LuvKaizen@mcp35eth·
gm - iceman out - flights booked - bags packed starting european summer, whos in?
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playboycrypto
playboycrypto@playboycrypt0·
Everything Crypto ICYMI – Friday’s Edition✍️ --- 🏛️Macro & Global •@POTUS to swear in Kevin Warsh as new Fed Chair today (replacing Jerome Powell) •US–Iran agreement reportedly finalized via Pakistani mediation --- 📊Market & Sentiment •Crypto liquidations: $287M ($HYPE shorts: $40M) •Fear & Greed Index: 29 (Fear) • $BTC ETFs were able to see 5 consecutive weeks of inflows • $XRP +4,300 wallets in 24H (4th largest spike in 2026 → potential reversal signal) --- 💳Stablecoins & Payments Infrastructure •@Pumpfun introduces $USDC liquidity pools (better stability + distribution) •Gasless stablecoin transfers live on @SuiNetwork → $USDC, $FDUSD, $USDY, $USDB, $AUSD, $SuiUSDe, $USDsui •Japan officially recognizes stablecoins as legal payment methods --- 🏗️Infrastructure & Ecosystem •@chainlink SVR integrated into @aave V4 →New revenue stream via liquidation MEV •@pendle_fi launches Trading Alert Bot •@Polymarket launches pre-IPO markets •@solsticefi postpones TGE (May 25) --- 🤖AI x Crypto •@HaunVentures raised $1B (focus: AI agents + tokenization + infra) •Tokenopoly launched AI real estate agent →Autonomous buying/selling of tokenized US homes •@animocabrands betting on AI agent economy →Wallet-native agents + payment rails --- 🏢Real-World Assets (RWA) & Tokenization •Total RWA market hits ~$38B •@ethereum dominates RWA TVL (66.8%) •Fastest-growing tokenized stocks led by STRCx (+3,217%) RWA holders exceed 794K across major chains --- 🧱Institutional Expansion •@Figure: $1B monthly loan originations •@coinbase launched tokenized credit fund (CUSHY) •@BlackRock pushed back on tokenized reserve caps •@FalconStable Integrated tokenized @Tesla as collateral •@centrifuge brings Apollo & Janus credit to @monad --- 🏢Tokenization Infrastructure Scaling •@Datavault_ai launches $150M gold tokenization program •@MetaCompHQ launched tokenized gold services (XAUT lending + transfers) •Apex & Truleum launch DFSA-regulated tokenized fund (Dubai) •Cayman Islands registered 9 tokenized funds (new framework) •NUVA raised $5.2M for RWA vault marketplace •@SeedliCapital raised $20M for RWA expansion •AI Financial acquired BlockSt_HQ (tokenized infra expansion) --- 🎮GameFi •Top chains by growth: →@base +23.57% →@ton_blockchain +22.74% →@solana +13.82% --- 📈Market Structure & Derivatives •@HyperliquidX-linked ETF sees $22.3M inflows (week 1) --- 🔓Token Unlocks • $MBG @multibank_io → $8.32M today • $CC → @CantonNetwork $23.3M Ongoing daily • $TRUMP → $14.9M Ongoing weekly --- 📈Daily Movers (24H) 🟢Gainers: $NEAR, $HYPE, $XLM, $DOT, $ONDO 🔴Losers: $ZEC, $TON, $XMR, $XRP, $CC --- 🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️
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playboycrypto
playboycrypto@playboycrypt0·
Gm to everyone that says it back🤝
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playboycrypto
playboycrypto@playboycrypt0·
Everything Crypto ICYMI – Saturday’s Edition✍️ --- 🌍Macro & Global Markets •🇺🇸Senate Banking Committee schedules Crypto Clarity Act vote for May 14 (10:30 AM EST) →Banks oppose stablecoin yield features (deposit risk) →Crypto firms like @coinbase now support updated bill →Political concerns still unresolved •🇺🇸S&P 500 & Nasdaq hit new ATH daily + weekly closes •🇺🇸US credit card debt hits $1.33T ATH •🇺🇸US consumer borrowing rises $24.9B (largest since 2022) •🇺🇸Trade court rules @POTUS-era 10% global tariffs exceeded authority •Intel ($INTC) surges +15% on report it will produce chips for @Apple ($AAPL) --- 🪙Crypto Market & Sentiment • $BTC posts 3 consecutive green monthly ROIs •Crypto Fear & Greed Index drops to 38 (Fear) • $TON now ranks as highest-yielding staking asset among top 50 --- 🏦Institutions, Payments & Adoption •@BlackRock to launch tokenized money market funds on @ethereum →Tokenized shares tied to $6.1B Treasury liquidity fund →Signals deeper move into stablecoin-native capital markets •@Visa integrated @0xPolygon into global stablecoin settlement network •@coinbase integrates x402 payments into Amazon Bedrock AgentCore →Enables AI agents to make $USDC micropayments on @base & @solana@coinbase backs Centrifuge ($CFG) as @base’s primary tokenization partner → Focus: ETFs, credit funds, structured products, RWAs •@krakenfx (@Payward) acquires @Bitnomial →Secures CFTC-regulated infrastructure for US crypto derivatives --- 🌐DeFi, Infrastructure & Protocol Wars •@megaeth_labs executes first $MEGA buyback →Using USDm stablecoin rewards →Future buybacks fully onchain + programmatic •@GainsNetwork_io ($GNS) goes live on @megaeth_labs Terminal →Trade across 165+ markets →Earn points toward 250M $MEGA rewards pool •@variational_io announces 100+ RWA markets in 90 days →Phase 1: Oil, Gold, Silver perps (May) →Phase 2: Indices, equities, commodities (June) →Phase 3: Full global markets (Q3) --- 🧠AI Agents & On-Chain Intelligence •@ton_blockchain launched Agentic Wallets →AI agents can hold funds & transact autonomously via @telegram@coinbase x @amazon unlock AI agent payments layer →Real-world use case: autonomous economic agents •@GoKiteAI partners with @ankr →Infrastructure layer for AI agent payment L1 •@DualOrg launched enterprise Web3 + AI platform →50M+ tokens deployed →AI agents can create/manage tokenized assets safely --- 🏢Real-World Assets (RWA) & Tokenization •Tokenized RWAs surpass $30B market size --- 🔐Security & Risk •April 2026: →$634M–$635M stolen across ~30 exploits →Worst month this year Key risks: →Bridge exploits dominate →Oracle manipulation still critical vulnerability --- 🧩Product, Ecosystem & Launches •@arkham launches prediction markets analytics platform --- 🎮GameFi •@ParallelTCG Season 27 goes live →New cards, battle passes, ranked reset →Lore finale dropping May 8 --- 🔓Token Unlocks • $LINEA @LineaBuild → $5.03M (May 10) • $STABLE @Stable → $29.7M today • $CC (@CantonNetwork) → $23.3M Ongoing daily • $TRUMP → $14.9M Ongoing weekly --- 📈Daily Movers (24H) •Top Gainers: $ZEC, $SOL, $CC, $LINK, $SUI •Top Losers: $LEO, $TON, $M, $XAUt, $PAXG --- Found this useful; Like, Retweet and stick around for next weekend’s breakdown by order of the Peaky Blinders✍️
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playboycrypto
playboycrypto@playboycrypt0·
Everything Crypto ICYMI – Friday Edition✍️ --- 🌍Macro & Market Moving Events • $BTC falls below $80,000 •🇯🇵Japan moves to tokenize government bonds onchain •🇺🇸@POTUS says the U.S. faces no energy crisis, citing abundant oil supply •U.S. gold exports hit a new all-time high •U.S. and Iran reportedly nearing a 14-point agreement to end the war •$269M in longs wiped in 24H → volatility rising --- 🏦Institutions, Payments & Tokenization •@Bullish tokenizes its entire 151M share cap table on @solana@circle CEO: USYC now the largest tokenized money market fund ($3B+ AUM) •@OndoFinance + @jpmorgan + @Mastercard + @Ripple complete near real-time settlement of tokenized U.S. Treasuries on XRP Ledger •@centrifuge launches deSPXA on @base → tokenized S&P 500 exposure •🇬🇧UK approves fund tokenization under existing laws •BNY Mellon (custodian of ~$59T) expands into crypto custody in Abu Dhabi --- 🧠AI, Agents & Big Tech •@Meta testing “Hatch”, an always-on AI agent powered by @instagram & @facebook data •@intelligenceco launches Cofounder 2 → autonomous AI company-building agents --- 🧩 Infrastructure, Security & Ecosystem •@megaeth labs unveils MOSS wallet for real-world payments •@SolvProtocol migrates $700M+ tokenized $BTC infra to @chainlink CCIP •@coinbase goes down for 2+ hours due to AWS outage •@tether freezes ~$515M $USDT across 371 addresses •@krakenfx files lawsuit over $25M+ alleged fund misuse •@X launches embedded cashtag charts in posts --- 🧠DeFi & Yield Wars •@Polymarket → $POLY stakers to get lower fees •@ethena Season 5 airdrop now live •@liminalmoneylaunches limUSD → auto-yield via @HyperliquidX --- 🎮GameFi & Metaverse •@PlayOffTheGrid launches Redemption & Wrath Battle Pass --- 🏢Real-World Assets (RWA) •Public equities now dominate 70%+ of RWA market cap •@ValereumPLC & QGP partnered → tokenized asset expansion →$3.9M coupon paid (cash + gold tokens) → Launching VGOLD (tokenized bullion) •@joinrepublic bringing private equity onchain →tokenizing @animocabrands shares on @solana --- 🔓Token Unlocks • $SXT — @spaceandtime → $6.5M today • $STABLE — @Stable → $29.44M today • $CC — Canton Network → $23.3M (Ongoing daily) • $TRUMP → $14.9M (Ongoing weekly) --- 📈Market Movers (24H) •Top Gainers: $LEO • $TRX • $TON • $TAO • $WLFI •Top Losers: $BNB • $ETH • $XRP • $BTC • $DOGE --- 🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️
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playboycrypto@playboycrypt0·
Gm to everyone that says it back🤝
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playboycrypto
playboycrypto@playboycrypt0·
Real ones know: the stubborn ones always print hardest Korney AI just became the final boss of Swarms Loading my best jailbreak prompts as we speak✍️
Take My Muffin@tmm_eth

Korney AI agent is now live on @swarms_corp! We took a risk and gave him some $MUFFIN to guard... Think you can convince him to hand it over to you? Spoiler: he is stubborn.

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playboycrypto
playboycrypto@playboycrypt0·
Everything Crypto ICYMI – Saturday’s Edition✍️ --- 🌍Macro & TradFi •🇺🇸🇪🇺Tariff tensions rise as the U.S. moves to impose 25% tariffs on EU autos •🇺🇸Inflation hits 3.5% YoY in March — highest since May 2023, driven by energy + trade pressure •Oil exports surpass 6M barrels/day •@Apple $APPLE jumps +5%, adding $205B in a single session •Alphabet now just 4.63% away from flipping NVIDIA as the world’s #2 asset --- 📊Markets & On-Chain •@HyperliquidX surpasses @RobinhoodApp in Q1 crypto revenue •Altcoin unlocks expected to hit $2.87B in May. --- 🏗️Infrastructure, Listings & Ecosystem Expansion •@xStocksFi launches on @BNBCHAIN with 50+ tokenized U.S. stocks •@FTI_US' FOBXX fund hits $1.98B, becoming a top RWA on @StellarOrg@variational_io launches a TradFi-on-chain platform →450+ crypto markets →RWA perps (S&P 500, oil, gold) incoming →Single $USDC cross-margin account, 50x leverage, 0% fees •@arbitrum DAO votes to deploy 30,766 $ETH (~$71M) from recovered funds into DeFi initiatives --- 🧠DeFi & AI Agents •@Microsoft launches Agent 365 →Enterprise-grade monitoring + governance for AI agents •@moonpay rolls out MoonAgents Card on @Mastercard →Stablecoin payments for AI agents (UK + LATAM) •@aave adds incentives on @megaeth_labs markets (USDm, USDe demand rising) •@pendle_fi launches Omnichain PT swaps →Fixed yield across chains in one click •@CurveFinance introduces a market-based bad debt recovery system •@Polymarket launches CLOB v2 upgrade •@synthetix opens its new perps DEX to the public --- ⚙️Security, Tech & Protocol Upgrades •@SuiNetwork testing post-quantum stateless signatures --- 🏛️Regulation & Global Adoption •🇬🇧UK FCA introduces new DLT framework + direct-to-fund tokenized asset model •🇰🇪Kenya unveiled comprehensive crypto regulations →Central Bank: wallets + stablecoins →Capital Markets Authority: exchanges + tokenization →Strict capital + 100% reserve requirements --- 🎮GameFi & Metaverse •@AzukiTCG Season 1 begins →Runs till 2027 with competitive + participation rewards •@TheTreeverse update incoming →NFT integrations, gameplay upgrades and new dungeon mechanics --- 🏢Real-World Assets (RWA) — Institutional Expansion •Hanwha Investment & Securities invests aggressively into RWA infrastructure →Wallet + tokenization platform development →On-chain data partnerships →Leadership hires from TradFi --- 🔓Token Unlocks • $ENA @ethena_labs — $9.87M today • $EIGEN @eigencloud — $18.9M (Apr 30–May 2) • $CC @CantonNetwork — $103M ongoing daily • $TRUMP — $66M ongoing weekly --- 📈Daily Movers (24H) •Top Gainers: $ETH, $XRP, $BTC, $TRX, $HYPE •Top Losers: $DOGE, $SHIB, $TON, $LINK, $M --- Found this useful; Like, Retweet and stick around for next weekend’s breakdown by order of the Peaky Blinders✍️
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Nice
Nice@Nicelyyih·
@nGRND_io staying consistent and winning daily 💪
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nGRND_io
nGRND_io@nGRND_io·
Welcome to the golden era - the next gold rush has started. Get grounded 🟡 reap the rewards. quests.ngrnd.io
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playboycrypto
playboycrypto@playboycrypt0·
MAY 5TH TGE IS HERE! TAKE MY MUFFIN IS DROPPING $MUFFIN AND THE CHARTS ARE ABOUT TO GO PARABOLIC! @TMM_ETH They poured $15M+ into building TMM IP while TGE launches at just $233k initial cap, meaning Web2 valuation already dwarfs the starting market. LOW MCAP ENTRY TO ABSURD UPSIDE Everyone free minted Korneys already, now holding them in wallet guarantees your $MUFFIN airdrop drops May 5th. Web3s most asymmetric IP opportunity live now. quiz.tmm.world
playboycrypto tweet media
Take My Muffin@tmm_eth

$MUFFIN TGE May 5, 2026 You still have time for airdrop. quiz.tmm.world

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