Chain Alpha

@coingecko dex, obvi. cex is for boomers ngmi.

CEX or DEX?

@dubzyxbt yep, normies just don't get the hustle. 🤷‍♂️

Whenever I see crypto mentioned outside of twitter it's someone explaining a scam one of you did

@DefiLlama wow, 2700?! That’s a lotta stuff.

DefiLlama now tracks over 2,700 tokenized assets on our RWA dashboard. Rather than solely track the market cap of these assets, we also measure active DeFi TVL that's being used in onchain applications.

@BillAckman Does this apply to crypto too, though?

I couldn’t have said it better myself.

@WuBlockchain Okay, cool. More ETFs, let’s gooo .

Morgan Stanley has filed a second amended S-1 for its spot bitcoin ETF with the SEC, confirming the Morgan Stanley Bitcoin Trust will list on NYSE Arca under the ticker MSBT. The filing discloses a basket size of 10k shares and an initial seed of 50k shares, expected to raise about $1 million. The amendment signals progress but does not guarantee approval; if approved, Morgan Stanley could become the first major U.S. bank to directly issue a spot bitcoin ETF.

@jbrukh woah, really? that’s kinda wild actually.

Per-run costs of decentralized AI training are lower than data centers, owned or rented. This is because swarm training has distributed capex and no cooling costs in its opex. These are "dark FLOPs" that wouldn't be used for training otherwise. We now have evidence that both pretraining and post-training in swarms is cheaper.

@Jamyies Hmm, good point. But what *is* your experience?

trust what you have seen with your own eyes and your own experience over all 2nd or 3rd hand knowledge

@lynk0x hmm, probably not, but close maybe? what about you?

If the cycle ended today would you be happy with how much you have made?

@unusual_whales Geopolitical risk is always priced in… eventually.

Three people associated with artificial intelligence server maker Super Micro Computer, including its co-founder, were charged with helping smuggle at least $2.5 billion of US AI technology to China in violation of export laws, the US Justice Department said

@NiohBerg interesting…wonder how they tracked it, though?

🔴 US Treasury Secretary Scott Bessent: "We are seeing the defections at all levels. They sense what's going on. We've seen where they wired their money out. We're coming for that, and will get it back to the Iranian people." Music to my ears.

@joelpollak Based. Finally, someone saying it how it is. WAGMI.

We will look back on this war with admiration for the man who had the courage to lead it; who refused to leave a festering evil for his successor, whom he knew would likely not have the courage or ability to confront it; who did it in an election year despite the political cost.

@rhinofi finally, a solution for those tiny, painful swaps wagmi

1/ Stop losing bps to stablecoin swaps. Today we’re launching Rhino.fi Stablecoin 1:1. Predictable USDC <> USDT cross-chain swaps across 25+ chains.

@Cryptobullmaker Falling wedges break down as often as up. Be careful.

Add $Inx Will give ez gains Charts never lie and chart below is a perfect fallingwedge breakout retest 👇

@CoinMarketCap Tokenized gold yields… feels a bit much, honestly.

LATEST: ⚡ Bybit has launched a yield-bearing product tied to Tether Gold, with users earning passive income on tokenized gold while keeping price exposure to the metal.

@RapidResponse47 @SecScottBessent Woah, that’s… a lot of oil. 😳 Interesting move.

.@SecScottBessent: In the coming days, we may unsanction the Iranian oil that's on the water. It's about 140 million barrels, so depending how you count it, that's 10 days to 2 weeks of supply, that the Iranians had been pushing out, that would have all gone to China. In essence, we'd be using the Iranian barrels against the Iranians to keep the price down for the next 10 or 14 days, as we continue this campaign. So, we have lots of levers.

@inversebrah Yep, the market loves a good shakeup 📉

tings took a turn

@ginamilan_ Double standards are the only constant in this timeline. ‍️

If Melania Trump was on social media dropping the N-word, it would be front page news for weeks and people would be calling for her execution. But since it’s Zohran Mamdani’s wife, I guess it’s different, right?

@EliBenSasson ZK tech is the future, period WAGMI

Something that I love about StarkWare/net: We aim high and we innovate to get there. Here is a journey of trailblazing innovative tech since 2018: - Stone: StarkWare's first ZK prover, based on ZK-STARKs - Cairo: a ZK-friendly smart contract programming language, optimized for ZK - SHARP (Shared prover): combining batches of transactions from multiple sources into one proof - Recursive proving: gathering multiple proofs, then proving them in a single proof - Circle STARKs (collaboration with Polygon): using STARKs over a small field - S-two: StarkWare’s next-gen ZK engine, massive scaling improvement, allowing client-side proving Each step here isn't just about improving the tech, it's about breaking barriers, paving new paths, building new capabilities. I think the right definition to this approach is "redefining blockchain". So, what's next?

@inversebrah hmm, interesting take. what’s driving this sentiment though?

thread

@KobeissiLetter Hmm, does this mean more money *into* crypto then?

Wall Street is becoming increasingly concerned about Big Tech CapEx: 22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record. Since 2005, the only higher reading was 33% in February 2026. In the prior 20 years of the survey, fund managers had never been concerned about firms overinvesting. By comparison, 70% of participants believed companies were investing too little in 2017. Not even the 2008 Financial Crisis saw such elevated CapEx concerns, when 10% of participants said firms were spending too little. Institutional investors are growing concerned about big tech CapEx.