Mr Will

I wrote that SpaceX IPO was going to be a great day. And now - we can answer the question what comes after Look at the price chat. While $AAPL is hitting a new all-time high, $SPCX is trading a few dollars above where it IPO'd, down from $200+ ATH Market is pricing SpaceX down before the lockup even occurs on August 6th. So there’s still $2T of stocks hype that still has to justify it as a business Same pattern in other AI-focused stocks. $MU is down 22% from its June peak after the best year of its history. $SKHYNIX, listed on Nasdaq this month, already handed back part of its debut pop This is what I wrote in an article - "capacity, not quality" - looks like in practice x.com/ixwillap/statu…

New perp markets on @RobinhoodCrypto by @Lighter_xyz - live on VOOI Including cash-cat:native perps, currently leading Robinhood’s memecoin Collect its funding rates, or arbitrage it with pre-built delta-neutral strategies via supported DEXs Only on VOOI ultra.vooi.io/?symbol=cashcat

Deposits from perps are now part of Swapper Direct Deposits. Powered by @vooi_io, apps can accept deposits from supported perp venues alongside card, CEX, and wallet flows. One integration. Many deposit sources in one flow.

VOOI Perps API is now inside Swapper's SDK @swapperfinance is deposit infrastructure - @chainlink Build member, works with @Mastercard and @base Apps that integrate Swapper - now get direct access to @Lighter_xyz and @HyperliquidX perp DEXs We get our API in front of every app running their widget This is the second product running on our rails after VOOI trading terminal

@0xShitTrader CLOB vs pool stopped being the useful axis. This is what borrowing from both sides looks like. Good primitive, something I also kind of agree

The SEC just published its 2026 agenda. I’ve said that US will decide which perp DEX is going to survive, and SEC just confirmed my forecast. reginfo.gov/public/do/eAge… For the trading aspect, the commission decides national exchanges and alternative trading systems get clarity on how they list and trade digital assets directly. That's why @Lighter_xyz is filing for a CFTC license instead of waiting it out. Same reason @Ostium built on @Nasdaq data and @extendedapp is adding compliance headcount before anyone asked. The agenda didn't create this pressure - it made it official.

In June I made a bet that the AI companies IPO wave would drain the market. I gave it until 2027, and the market decided to switch back to crypto. SpaceX is down a third since listing.
OpenAI is reportedly delaying.
$SMH and $DRAM - AI-sector ETFs - show observable price decline These events facilitate investors’ attention back to crypto. It’s not a complete sustainable reverse (yet) but the trend already forms: less hype around AI infrastructure, more attention to crypto.

@Chainflip Not your keys ..

Millions of European crypto users just lost access to Binance, Bybit's global platform, KuCoin, Bitget, HTX, MEXC and others after the MiCA cliff on July 1. If your exchange is one of them, here's what changed, what your options are, and how to keep swapping without opening another account. chainflip.io/blog/mica-bina…

@Lighter_xyz Huge

Robinhood Wallet users can now trade perps and Stocks Tokens directly through Lighter on Robinhood Chain!

VOOI Ultra can now run CEX <> DEX arbitrage Many still argue CEX versus DEX like one side has to win. That's the wrong question. The money isn't in the winner - it's in the gap between them CEX and DEX funding rates don't converge because they sit apart and they stay apart, and the spread between Binance and the DEXs is one of the most persistent yields in this market You only capture it standing on both sides at once Most tools stop at connecting venues - they hand you two screens and call it access VOOI execution layer does the opposite: it runs both legs as one position and treats the spread itself as the product This is why venue-agnostic model wins → A tool tied to one side is betting on a narrative → A layer that sits above all of them is betting on structure - and structure is where the yield actually lives

@PhilippZentner Privacy is a need you can’t ignore these days - not because the hype, but because security is the new old new truth , thanks to agents and open data

On-chain privacy isn't one switch. It's a stack and every layer matters independently. Mixers hide in a crowd. Private DeFi lets you act inside the shield. FHE computes on data that never decrypts. Cross-chain swaps route through chains that forget. Know which layer you're trusting. Alessandro breaks it down 👇

@muarmemuar @squidrouter @RelayProtocol Crypto doesn’t have a good benchmark

.@squidrouter is offering their token at $45M FDV. Their bridge monthly volume: $21.86M Compare that to: Across: $629.93M volume - $ACX FDV $42M Symbiosis: $169.66M volume - $SIS FDV $1.92M Celer: $44.9M volume - $CELR FDV $18.9M @RelayProtocol does $3.053B volume and the market is pricing its FDV around $100M (50% odds on @Polymarket). Here the volume gap is 140x smaller… yet they want $45M FDV? WTF

The crash isn't a forecast anymore? $SPCX is already trading below its open. Now SoftBank, $OPENAI investor, has dropped 13% - after OpenAI mentioned it most likely delays its IPO to 2027 This is the first sign of domino effect. The IPO wave and the drawdown are the same even

@CoinMarketCap It was obvious from the beginning

LATEST: ⚡ Sophon is shutting down its L2 blockchain and migrating to Base to build consumer apps, claiming infrastructure chains no longer hold value.

@armaniferrante Valid point, I agree with you. Just asked Claude to compare how major CEXs are legislated currently. Would be interesting to check on Perp DEXs in 1 year or so.

@symbiosis_fi .. more fun

For the traders who want to see under the hood — Pro Mode is now live on Symbiosis. Full route visibility across 1inch, 0xProject, KyberSwap, Uniswap, Pancake, Chainflip and more. Same bridge & swap. More visibility, more control. app.symbiosis.finance

@lifiprotocol @BitgetWallet nice

LI.​FI has been integrated in Bitget Wallet API! Bringing enterprise-grade cross-chain infrastructure to developers and businesses building on @BitgetWallet. Through a single integration, customers can access liquidity and asset coverage across 60+ blockchains. Powered by LI.​FI.