DΔVO | SOLST/CE

@coinbureau I’m done getting my hopes up every Monday. It feels like we’ve been "one week away" for about six months now.

⚡️UPDATE: 🇺🇸Senator Thom Tillis says stablecoin yield text is unlikely to be released this week, as he is waiting for clarity on the markup timeline, per Politico.

@CoinMarketCap Forcing a change from the top down is exactly what Bitcoin was built to avoid.

LATEST: ⚡ Adam Back is pushing for Bitcoin's quantum-resistance upgrades to be optional, letting users voluntarily migrate to quantum-safe addresses rather than forcing it network-wide.

@coinbureau The "freeze" button is a double-edged sword. If they can stop a hacker today, they can stop you tomorrow if a regulator asks them to

🚨 JUST IN: TETHER FREEZES $3.29M USDT LINKED TO RHEA FINANCE HACK Paolo Ardoino confirms the firm blocked $3.29M in USDT tied to wallets associated with the Rhea Finance exploit.

@WorldOfMercek My brain is basically a calculator that only works in percentages now. I don't see a $10 beer; I see a 0.0001% drawdown. It’s a very expensive way to live.

Being in crypto can really distort your relationship with money. One good trade can bring in what some people earn in an entire year. Of course the other side exists too, and you can lose just as fast, but if you’ve been here long enough and managed to stay profitable, it changes the way money feels in your head. That’s the strange part. You can go through a day where numbers on a screen move more than a normal salary, then a few hours later sit down with friends, buy a $10 beer, and suddenly feel this weird moment of perspective. Like, okay... this industry is actually absurd. Because for all the stress, volatility, and chaos, it still gives certain people access to opportunities that most industries simply don’t. And once you realize that, it becomes hard not to feel a little grateful for it. Not because there are no worries. Just because for a lot of people here, the worries are no longer the same ones.

@WatcherGuru Elon is skipping UBI and going straight to high income. The math only works if robots produce enough to keep costs near zero. It is a massive bet on a post-scarcity world.

JUST IN: Elon Musk says universal high income from the Federal government "is the best way to deal with unemployment caused by AI." "AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation."

@CryptosR_Us Only three disputes left? In D.C. time, that’s about four more years of debating.

JPMORGAN SAYS CLARITY ACT IS NEAR A FINAL DEAL 🇺🇸🤝 Disputes cut from 12+ to just 2–3 issues. Stablecoin fight nearing resolution. Regulatory clarity is coming fast.

@coinbureau It wouldn't be a Tuesday without Charles telling us exactly why Bitcoin is doomed.

🚨HOSKINSON: BITCOIN QUANTUM PLAN WON’T SAVE ALL BTC Cardano founder Charles Hoskinson says the latest Bitcoin proposal to freeze vulnerable coins would still leave at least 1.7 MILLION pre-2013 BTC at risk from quantum attacks.

@Cointelegraph It feels like we're living through a decade of news in a single week.

🗞️ Need to catch up on the news? Here's our top 10 from today: 🔸 President Trump says, “Our economy is booming.” 🔹 Former US Treasury Secretary Henry Paulson warns authorities need an emergency backup plan ready to prevent a "vicious" collapse in demand for US Treasuries. 🔸 Tennessee's Strategic Bitcoin Reserve Act is set for a Senate Finance Committee hearing on April 20, moving one step closer to potentially becoming law. 🔹 The US Department of the Treasury completed a $15 billion debt buyback. 🔸 The SEC launches its first-ever podcast "Material Matters," hosted by Chairman Atkins, focusing on 2026 priorities including building a clear crypto regulatory framework. 🔹 Senator Thom Tillis says stablecoin yield text is unlikely to drop this week, as he wants clarity on the markup date before releasing it, per Politico. 🔸 Donald Trump said that if a deal is reached, oil prices and inflation will decline. 🔹 The White House is preparing to grant US federal agencies access to Anthropic’s Mythos model with added safeguards due to cybersecurity concerns. 🔸 Brian Armstrong says agentic commerce isn’t priced in yet and machine-to-machine payments could drive massive demand for the digital dollar. 🔹 Charles Schwab says Schwab Crypto will start offering direct spot $BTC and $ETH for retail investors over coming weeks.

@BitcoinArchive I’m old enough to remember when Goldman said Bitcoin was a bubble. Now they’re filing paperwork to sell it to my grandma. Life comes at you fast.

BITCOIN HAS WON OVER WALLSTREET In just 6 months, BofA recommended ETFs, Morgan Stanley launched its own $BTC ETF, and Goldman Sachs filed for one. This is how adoption accelerates.

@coinbureau If I can tell an agent to book a trip and it actually handles the checkout without me, it’s a massive time saver. I just hope the spending limits are easy to manage.

🚨NEW: MASTERCARD PARTNERS WITH LOBSTERCASH TO ENABLE AI AGENT PAYMENTS Mastercard teams up with Lobstercash and Crossmint to let users authorize AI agents to transact securely using existing cards, marking a major step toward autonomous payments.

@coinbureau This lawsuit is going to force a real answer on where the line is for these issuers.

🚨LATEST: CIRCLE HIT WITH LAWSUIT OVER $280M DRIFT EXPLOIT RESPONSE Circle faces a class action lawsuit for its failure in freezing the stolen USDC during the Drift hack, enabling $230M to be bridged across chains, raising claims of negligence and aiding illicit transfers.

@NateGeraci More institutions jumping in is convenient for normal people. Doesn't mean they actually believe in it long-term vs. just capitalizing on demand while it's hot.

Look at these headlines from past 24hrs… Goldman Sachs launching btc-related ETF. Morgan Stanley’s most successful ETF launch ever is btc ETF. Charles Schwab rolling out direct spot crypto trading. New York Stock Exchange all in on crypto. Wall Street has literally arrived.

@brian_armstrong M2M payments will happen and crypto rails make sense for that.

Agentic commerce isn’t priced in yet. Machine-to-machine payments will increase demand for the digital dollar beyond current estimates. The agentic economy could be larger than the human economy. We're building the infrastructure for both at Coinbase.

@Cointelegraph Productivity gains are real. But inflation depends on velocity of money, supply, demand, and a dozen other factors. You can't just handwave that away with one variable.

⚡️ NOW: Elon Musk says Universal High Income via government checks is the best solution to AI-driven unemployment. “AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.”

@WuBlockchain Circle had the ability to freeze and didn't. That's either negligence or a hard technical limitation they're not explaining well.

Circle Sued Over $230M Drift Hack, USDC Freeze Failure Circle faces a class action lawsuit over its failure to freeze funds stolen in the ~$280 million Drift Protocol exploit on April 1; investor Joshua McCollum, representing over 100 investors, filed the case in a Massachusetts district court, alleging Circle allowed attackers to move about $230 million in USDC from Solana to Ethereum via its CCTP over several hours without intervention, constituting aiding and abetting conversion and negligence; Drift is expected to abandon USDC and switch to USDT for settlement after relaunch.

@calilyliu Solstice accepts only tier 1 stables … USDT in on that list. More USDT more better. LFG!

Here’s why I’m excited about USDT growing on Solana USDT is the original stablecoin. Still the largest, most liquid base asset in crypto, underpinning the majority of trading activity. Solana is built for trading, and in markets, liquidity is king. So, the most performant on chain trading infrastructure and the deepest pool of liquidity converging isn’t a coincidence, it’s inevitable. Values matter, too. The Tether team are OGs. They remember when this industry wasn’t “web3” or “digital assets” or “blockchain.”It was just crypto: open financial infrastructure enabling economic sovereignty. Just getting started

@pavelprata @redonettii attention remains king in this economy… Makes sense and capital shift is tripling down given the society and culture we have built for ourselves.

Feels like we’re already in Wave 3.0 of the VC media shift, just not everyone has caught up yet. At a high level, VC is still the same game: sourcing → picking → helping → winning. But a lot of GPs over-index on picking and helping, while underestimating that none of it matters if you don’t control the top of the funnel. In a market where power laws are becoming more extreme (where the winner takes everything and second place is a rounding error) the only edge that compounds is seeing every deal in your thesis before anyone else does. And then winning allocation once you've found it. Which basically turns the job into: see every relevant deal in your thesis and then compete to win it. And that’s where media comes in. This isn’t new btw – a lot of the best firms built media moats early on (call it Wave 1.0): - @joshk (@firstround) - @paulg (@ycombinator) - @pmarca and @bhorowitz (@a16z) - @fredwilson (@usv) - @bredfeld (@FoundryVC) Then came Wave 2.0 – a whole cohort of GPs who were media-first and then became funds: - @HarryStebbings (@twentyminutevc) - @TurnerNovak (@BananaCap_) - @packyM (@notboringco) - @Julian (julian.capital) - @rex_woodbury (@daybreak_fund) - @briannekimmel (@worklifevc) - @andreasklinger (@prototypecap) - @IanRountree (@cantos) - @paigefinnn (@behind_genius ) - @ClayNorris10 (outlaw.vc) - @GJarrosson (@LobsterCapVC) A lot of people say that moment is gone – that now it’s just mega-platforms with billions in AUM and everyone else fighting for scraps. I don’t buy that. If anything, AI is making this more extreme – if “everyone sees everything,” then distribution, narrative, and access become even more important. And instead of building media from scratch, firms are starting to just buy it. That’s Wave 3.0: - @uncapped_pod by @jaltma is acquired by @benchmark - @thegeneralistco by @mariogabriele is acquired by hummingbird.vc - @Open_LP by @Beezer232 is acquired by lgtcp.com Deals like @OpenAI acquiring @tbpn by @jordihays and @johncoogan in such a short timeframe only accelerate this shift, reinforcing how critical media has become as core infrastructure for the whole tech ecosystem. That's why I build @murphcapital - the first "new media" for EMs and LPs. Start building your media moat now. Miss Wave 3.0, and you’re out of the game for the next decade.

I doubt the first act of a Q-enabled entity is to steal Bitcoins. What’s the end game there? Sell as fast as possible for what? Delivery of gold bullion, oil, guns? If q-day comes and Bitcoin’s security solution isn’t adequate, neither is any bank, fintech or anything secured with public-key cryptography, it’s all coming down that same day.

1/ I’ve spent most of the last few weeks since the Google, Caltech papers to think about tradable implications around quantum computing and crypto specifically what happens to the market around q-day

@Cointelegraph USDC scale on Solana is the kind of boring infrastructure flex thats crucial

🔥 NEW: Circle has minted another $500M $USDC on Solana, bringing its total minted on the network to $38B in 2026.

@Cointelegraph Anthropic asking for gov ID + a photo “because reasons” is a hard no for me.

🗞️ Need to catch up on the news? Here's our top 10 from today: 🔸 White House crypto advisor Patrick Witt warns the US will keep losing ground in the digital assets race without a durable market structure framework in place. 🔹 Justin Sun calls out World Liberty Financial's latest governance proposal as a "sham," alleging voter coercion and selective token freezing. 🔸 The S&P 500 hits a new all-time high above 7,000 for the first time in history, adding $6 trillion in market cap in just 12 trading days. 🔹 Agentic bots can now be created in just 2 taps on Telegram, says Pavel Durov. 🔸 Anthropic now requires government ID and photo for new Claude users, despite no regulatory mandate. 🔹 X Cashtags now available globally on iOS, says Nikita Bier. 🔸 CFTC to probe suspicious oil trades placed before Donald Trump’s Truth Social post. 🔹 U.S. Senator Warren warns X Money could pose risks to consumers, national security, and financial stability ahead of its launch. 🔸 Trump-backed World Liberty Financial posted a governance proposal to restructure 62.28B locked WLFI tokens, with new vesting terms and up to a 10% burn. 🔹 Pakistan’s central bank has officially allowed banks to open accounts for licensed virtual asset service providers, reversing its 2018 ban.