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Proud to share that @KaikoData powers @21shares’s U.S. Canton ETF (Ticker: TCAN), now live on @Nasdaq. This is the first ETF offering direct exposure to the @CantonNetwork native token (canton-network:native), using the Kaiko Indices CC/USD benchmark. Read more: lnkd.in/ec-f-iv8

@helium 👏

The Helium Discord is coming back. We got this one wrong. We shut it down because we believed we were missing the larger deployer audience that didn't spend all day on Discord, but doing so removed a space the community relied on. We've heard that clearly. The Network is entering its next chapter, and the community that built the Network is critical to our shared success. 🧵/1

@NelsonnGray @disk_91 If the price per GB is heavily subsidized, there is an inherent imbalance between demand and supply. Deployers selling HNT to finance more installations pushes price down. It works in the short term but my concern is about long term sustainability

@dejjjen @disk_91 I’m not tracking your logic that deployers are pushing price down. If anything they are pushing price up by increasing demand.

It’s always a pleasure to burn HNT, thanks to the low cost, we burn a lot. Just 150 less in the supply, already ~1000 HNT removed from beginning of the year for me. Already the max supply is 10M less than initially expected. Deflation is ~5%. In real world it should be great KPIs

@JacobCanfield I've done that. Roughly ~2h per day on phone. No social media. SO much better

Day 15 - No caffeine. No social media on my phone. (First time back on x in a while.) No sugar. Daily workouts. I’ve finally unplugged myself from the matrix and will keep all social media deleted off my phone for the indefinite future. Insane how 2 weeks can reset your dopamine pathways. Indescribable feeling really. Brain feels light and free. You just lock in on your life and forget about the constant, never ending doom and gloom. Highly recommend if you’ve been considering doing something similar. Used to average 13-15 hours of screen time.

@Blockworks Great execution @helium. Some concerns of HNT holders that I'd like to see addressed: long term carrier price per GB, plans to increase # of carriers, counterbalancing deployer selling, current treasury level and forecast. Where is the best place to discuss this? @Blockworks

@patrickc The Prophet by Gibran

Which are the most humane (empathetic, compassionate) Arab / Middle Eastern novels? Thought behind the question: I read a bunch of these novels last year -- my selection algorithm was to sample widely among the award-winning works from the region (Egypt, Sudan, Iran, Palestine, Jordan, among others) -- and, overall, I was very struck by the darkness and violence. (Abundant rape, murder, violence, and so forth.) In trying to figure out why the outlooks are so consistently bleak, I don’t think it’s only a matter of colonialism. For example, The Blind Owl is often ranked as the best novel to come out of Iran, which was never colonized as such, but nonetheless describes an obsessive madman who kills and dismembers his partner. In Season of Migration to the North, the colonizer -- Britain -- is described as being quite benevolent at least at the object level (granting a scholarship to the protagonist; treating him unreasonably justly during his murder trial). Men in the Sun is similarly grim while taking place in a post-colonial Arab world. Even books that are sometimes described as heartwarming (such as Mahfouz’s Cairo Trilogy) centrally feature rape and female oppression (that Amina is not permitted to leave the home is a core plot issue). One guess is that it is a function of award selection algorithms: gritty despair is seen as high-status and structurally celebrated. Another theory would be the period: there are lots of humane novels in the Western canon (Dickens, Tolstoy, Eliot…), but those are more likely to be from the nineteenth century, whereas the Arab / Middle Eastern novelistic canon didn’t emerge until the twentieth. I’m not sure this explains it, however. In Search of Lost Time, Great Gatsby, Ulysses, Midnight's Children are all critically-acclaimed 20th century novels, close to the top of almost any list, that one would not describe as macabre. It’s possible that I just read the wrong books and got unlucky. So: which authors from the region can best be compared to Faulkner, Eliot, Fitzgerald, or Rushdie? (And if they haven't won major awards, does that indicate that the awards have a negative bias?)

As communities gather this weekend, @AstroVicGlover reflects on the shared spaceship we all call home: Earth.

@SCP_Hughes Have you considered the impact of AC and how it enabled a profusion of glass buildings to rise, which would be impossible without AC?

Why do new buildings seem, on average, uglier than old buildings? We discuss some options: - Survivorship bias: only the beautiful old buildings have survived (we reject this option); - Cycles of taste: everyone always finds new buildings uglier (we mostly reject this too); - Ornament became too expensive because of rising labour costs (we reject this); - Ornament became too cheap because of mechanisation and then became low status (we reject this); - Some sort of Protestant or Puritan anti-beauty inheritance (we are doubtful); - Some kind of elite status game, perhaps a response to democratisation or elite overproduction (we think there is promise here, but serious work is needed on the details). I discuss this and more with @Aria_Babu and @bswud. Apple podcasts: podcasts.apple.com/gb/podcast/did… Spotify: open.spotify.com/episode/2pIka6… Youtube: youtube.com/watch?v=qvueKt…

Anthropic CEO: “Disagreeing with the government is the most American thing in the world.”

@real_vijay While he does buy, some very early participants are liquidating large quantities (>80k BTC) creating large imbalances in the market, and bringing it down. Saylor can keep buying, but they will keep selling...

One big difference between this bear market and the last is we have a whale permanently taking big blocks of Bitcoin off the market. What is amazing (and surprising even to me) is he's still raising significant amounts of capital to do this despite sentiment being at historic lows. These capital raises have much more power as Bitcoin falls (obviously) because more Bitcoin can be pulled from the market for the same amount of dollars. Eventually bears and those who wanted to liquidate exhaust their selling supply and and a floor is set. When other market participants realize this and that Bitcoin didn't die, Saylor will be joined in accumulating BTC in size. I don't think that has quite happened yet, but when it does... 🚀

@jdorman81 What's your take on Canton Network?

Controversial opinion: The biggest reason for the massive disconnect between crypto prices and crypto adoption is that 4 of the top 5 assets (by market cap) are largely uninvestable. $BTC - The quantum fear is not going away (even though it's a fairly easy technical fix, it's a much harder governance fix) - It's not cool to own BTC now that blackrock and JP Morgan dominate it (see rise in $ZEC) - It's not digital gold (in fact, actual tokenized gold exists) - It's not scarce (endless derivs and structured products make the 21mm cap useless unless people start using physical bitcoin, which no one does). - It's not an inflation hedge - It's not a medium of exchange (stablecoins are) $ETH & $SOL - high inflation outweighing any fee capture (this is why market cap goes up while price goes down) - Infinite blockspace relative to usage, with more L1 competition coming - Fat protocol thesis on life support (and other than that thesis, no one has ever made a good argument for why L1s actually capture value) - You need ~1000x more activity / transactions to warrant today's valuations (meaning SOL and ETH are not worthless, it's just VERY hard to justify their current valuations). (For the record, I'm bullish on both Solana and Ethereum's prospects for further growth (relative to other L1s), I just don't think their tokens capture much value from that growth). $XRP - Literally the opposite of good token design. The token does absolutely nothing, and has virtually no linkage to Ripple - Ripple sells ~$3-4 billion of XRP tokens per year to fund equity repurchases (people argue all day about the efficacy of token buybacks, yet no one seems to care that Ripple dumps tokens to buyback their own stock?) This is why crypto is so broken. The entire industry was built on 4 assets that all suck as investments, which is why all of the exchanges and brokers cater only to fast money traders and macro funds/CTAs instead of real fundamental investors (even though fundamental investors make up the majority of the investor world). Of these 4 assets, I'd say i'm most likely wrong about $BTC simply because it is entirely narrative/faith based, and that can change on a dime, plus BTC always goes up eventually. I find it impossible to underwrite Bitcoin as an investment, but I do understand why others like it. Can this change? I hope so. It's very hard for an industry to grow when the top assets go down, but not impossible. It would require massive rotation (which is what we're seeing in equities right now -- a rotation out of Mag 7, private credit, and tech and into healthcare, energy, etc). IMO, there are a LOT of good crypto investments right now that accrue value via the adoption of crypto and blockchain. Aligning your investments with the actual growth areas should work. Almost all of the growth and adoption of crypto and blockchain is happening in 3 financial areas: 1) Stablecoin/payments - harder to invest in pure plays, but there are some private stocks 2) DeFi -- tons of ways to capture this growth via equity-like tokens 3) RWA tokenizaton - while most of this value accrues to middlemen like Securitize and Blackrock, there are some pure plays as well. If this industry pivots away from BTC ETH SOL XRP and memecoins, and into the stocks and equity-like tokens that fuel the growth of DeFi, payments and RWAs, then price will start matching adoption.

Pour ceux qui veulent voir du Beau : Voici la plus haute cariatide de Paris ! Cet ange haut de 3 étages est sculpté d'après un dessin d'Auguste Émile Delange. Vous pouvez la voir rue de Turbigo.

“This clown wants to make France an AI leader with €30M.” €30 million → to attract and support around forty top-tier international researchers. They chose France for its values and its commitment to science. Sometimes it’s too slow… €54 billion → mobilized as early as 2022 to build France 2030. A France that advances health, climate, and fundamental science by investing boldly in artificial intelligence. Over €100 billion → in private investment announced at the Paris AI Summit by French and international companies to develop AI in France. That’s it? #1 → In 2025, France ranked first among countries attracting foreign investment to build data centers. More billions invested in our regions and in our talent. Yes. Here in France, we believe in science. And AI is here to elevate, to build, to move the world forward, not to insult. 🙊 #ForSure

@Crypt0Entropy Agreed… And Canton having 88% marketshare of all RWAs (rwa.xyz), I wonder what Eth will be used for…

@dejjjen Just BTC for now. I so badly want ETH to do something good but man...that last run....pretty disappointing.

2nd region of bids are hitting. 2026 will be just like 2022. Providing liquidity to the scared & impatient when they want out. It pays to plan ahead of time, note the regions of interest & execute the plan when it's go time. Others are scared & exiting; I am buying & re-entering

@JacobCanfield france.yvesdelorme.com/p/c/oreiller-d…

What’s the BEST pillow out there? I have spent so much time and money and they’re all trash. I like a thin pillow if that helps.

🔹Fake news receives 70% more retweets than the facts. When algorithms prioritize user engagement over reliability, disinformation becomes systemic. Regulating platforms means protecting information. (source: MIT Media Lab)