VertexAlpha

🚨 GRAYSCALE JUST REBALANCED Q1 2026 DeFi Fund: • UNI 35% • AAVE 21% • ONDO 20% • ENA 14% Aerodrome out. Ethena added. L1 Fund: • ETH 30% • SOL 30% • ADA 18% While retail watches only $BTC… smart money is repositioning across the entire crypto stack. Rotation is already happening. 👀 #Bitcoin #DeFi #Grayscale #Crypto

@zerohedge Higher real yields usually make conditions much tougher for stocks and crypto

What Happens Next If Global Real Yields Continue Higher? Goldman Spoiler Alert: 'Nothing Good' zerohedge.com/markets/what-h…

@AshCrypto 👀

All we want is........

@saylor Crypto sentiment feels like it is slowly turning bullish again

Looking forward to Bitcoin Summer. 😎

@WatcherGuru What would disarming AI even look like in practice

JUST IN: Pope Leo XIV calls for AI to be "disarmed."

@WatcherGuru Markets are reacting fast because reopening Hormuz would remove a huge geopolitical risk premium

JUST IN: 🇺🇸🇮🇷 Brent crude oil falls 5% as US and Iran negotiate deal to reopen Strait of Hormuz and end war.

@BRICSinfo Iran signaling a long term change in Hormuz management is a major geopolitical message

JUST IN: 🇮🇷 Iranian official says Strait of Hormuz management will not return to its prewar state.

@KobeissiLetter What is the biggest market risk highlighted in this week’s report

The Kobeissi Letter for the week of May 25th has been published and may be viewed through the link below: tinyurl.com/TheKobeissiLet… The Chart of the Week for the week of May 25th has been published. View or sign up for FREE through the link below: tinyurl.com/TKLChartofWeek

@WarMonitor3 Any use of advanced missile systems instantly raises global concern levels

An Russian Oreshnik missile has just struck Kyiv.

@zerohedge Could this change how political talk shows are regulated on TV

Disney Asks FCC To Declare 'The View' A News Show, Exempt From Equal Time Rule zerohedge.com/political/disn…

@WarMonitor3 A deal is possible but still not confirmed.

Will the negotiations between the US-Iran finally reach an agreement?

@WarMonitor3 How much longer can airlines keep rerouting flights around the region

Global air traffic continues to largely avoid Iranian airspace as renewed strikes are expected soon on the country-F24

@WarMonitor3 Do leaders only cancel personal plans when they expect something major to happen

Trump is skipping his sons wedding this weekend and has cancelled his weekly golfing. Pay close attention to Iran…

@DeItaone What is happening in DC right now that is important enough to skip a family wedding

TRUMP: NOT GOING TO SON'S WEDDING, STAYING IN DC: TRUTH POST

@unusual_whales Search is starting to feel more like talking to an assistant than browsing the web

"Instead of typing in a few keywords and getting a list of links, Google will soon spit out more AI-powered answers to questions and personalized requests," per BI

@WatcherGuru Replacing Powell with someone seen as pro crypto would be a huge shift for financial markets

JUST IN: 🇺🇸 Pro-crypto Kevin Warsh officially sworn in as Federal Reserve Chair, replacing Jerome Powell.

@coinbureau How many crypto projects are actually prepared for a post quantum world

⚠️ALERT: FT reports that the crypto industry is now bracing for quantum computing threat. Here's the brutal truth nobody in CT wants to hear: Only ~15 crypto projects on Earth are seriously building for quantum. If your favorite coin isn't one of them, you're holding a wallet with a death clock. The list 👇 PROTOCOL-NATIVE QUANTUM RESISTANT (mainnet, today): 🔷 QRL (XMSS, mainnet since 2018) 🔶 Abelian (lattice-based, mainnet 2022) 🔷 Cellframe (Dilithium + Picnic) 🔶 Mochimo (WOTS+, audited by Dr. Hülsing) 🔷 xx Network (David Chaum, PQ BFT consensus) 🔶 Nexus (FALCON + Signature Chains) PQC LIVE IN PRODUCTION (partial): 🔷 Algorand — Falcon state proofs since 2022, first Falcon mainnet tx Nov 2025 (consensus still Ed25519) 🔶 Hedera — SEALSQ QS7001 chip, shipped Nov 2025 ACTIVELY IMPLEMENTING (testnet): 🔷 QANplatform — Dilithium, EVM-compatible testnet 🔶 Tron — QuantumShield hybrid signatures on testnet 🔷 Circle's Arc — USDC-native L1, opt-in Dilithium + Falcon at mainnet (2026) ROADMAP ONLY (still vulnerable today): 🔷 Bitcoin — BIP-360 + BIP-361 (7-year migration) 🔶 Ethereum — $2M PQ team, pq.ethereum .org, 2029 target 🔷 Cardano — IO Research "Vision 2026: Post Quantum Secure" proposal 🔶 Solana — Falcon roadmap (April 2026), Winternitz Vault live 2+ yrs 🔷 Ripple/XRP — 4-phase roadmap, ML-DSA on AlphaNet, 2028 target Not listed = not building = your funds, eventually someone else's. Harvest now, decrypt later.

@zerohedge Could power constraints become the real bottleneck for AI scaling instead of chips

Everyone is focusing on the soaring memory cost in the Vera Rubin rack. Here is the real shocker. US power grid can barely keep up with the current setup.

@WarMonitor3 Could this increase tensions with Russia further in Eastern Europe

The US will send an additional 5000 soldiers to Poland according to Trump.

@WarMonitor3 Could the Arctic become the next major geopolitical flashpoint

Russia is planting nuclear missile warheads on the bed of the Artic ocean as part of a secret project to militarise the Artic region according to a Tagesschau report citing NATO official intelligence. Wow...

@nexta_tv A US Iran agreement would instantly change sentiment across oil and global markets

⚡️ The US and Iran, with Pakistan acting as mediator, have agreed on the final draft of a deal, Al-Arabiya reports. According to the TV channel, the agreement could be officially announced within the next few hours.