The Crypto Truth

SEMI-SHOCK: Morgan Stanley's bitcoin ETF will charge 14bps, making it the cheapest spot bitcoin ETF on the market and 11bps cheaper than $IBIT. This means none of their advisors will feel conflicted using it and they have shot at getting outside assets. Smart. Launch prob in next two weeks. Nice catch on the filing from Marty Party

IT'S OFFICIAL: BARRON TRUMP IS STARTING A BITCOIN PODCAST

Next 3 weeks, 3 major product releases at Tether.

You can’t achieve anything worthwhile without ‘Discipline’

BREAKING: 🇺🇸 $4 trillion Federal National Mortgage Association to accept bitcoin-backed mortgages for the first time — WSJ 🚀

Dear @brian_armstrong , It’s time to stop. This started back in January with a narrative that made sense — letting people earn with their own money. Respect for that. But now, enough. You’re protecting your business. Fair. But this industry is bigger than @coinbase . If this doesn’t move forward now, as Cynthia Lummis @SenLummis warned, we’re delaying everything until 2030. And you’re blocking it… over yield? Let’s be clear: If a technology needs incentives to be used, that’s not adoption. Blockchain doesn’t depend on yield. It has REAL use cases: FINANCE International payments 2) Remittances 3) Interbank settlement 4) Stablecoins 5) Collateralized loans 6) Uncollateralized loans 7) Lending / Borrowing 8) Yield farming 9) Staking 10) Derivatives (futures, options, swaps) 11) Tokenization of financial assets 12) Tokenized bonds 13) Tokenized equities 14) On-chain money markets 15) AMM 16) DEX 17) Digital custody 18) Treasury management 19) Programmable payments 20) Crowdfunding 21) ICO / IDO / STO 22) Decentralized insurance 23) On-chain reinsurance 24) Tokenized factoring 25) Trade finance 26) Liquidity as a service 27) Clearing 28) Real-time financial auditing INFRASTRUCTURE 29) CBDCs 30) National payment systems 31) RTGS 32) Financial interoperability 33) Global liquidity networks 34) Digital money issuance 35) Monetary policy 36) Programmable money 37) Automated subsidies 38) Automated taxes 39) Public treasury LEGAL / IDENTITY 40) Digital identity 41) KYC/AML 42) Digital signatures 43) Notarization 44) Property registry 45) Corporate registry 46) Legal smart contracts 47) Arbitration 48) Voting 49) DAO 50) Digital certificates 51) Licenses 52) Patents 53) Intellectual property 54) Digital evidence SUPPLY CHAIN 55) Traceability 56) Inventory management 57) Shipment tracking 58) Origin certification 59) Quality control 60) Anti-counterfeiting 61) Logistics automation 62) Trade documentation 63) Customs 64) Tokenization of goods REAL WORLD ASSETS (RWA) 65) Tokenized real estate 66) Fractional ownership 67) Automated rentals 68) Tokenized infrastructure 69) Tokenized energy 70) Tokenized commodities 71) Tokenized art 72) Collectibles 73) Usage rights 74) Automated royalties GAMING / METAVERSE 75) NFTs 76) In-game assets 77) Virtual economies 78) Play-to-earn 79) Digital gaming identity 80) Game interoperability 81) Asset ownership 82) Secondary markets CONTENT 83) Music 84) Copyright 85) Creator monetization 86) No-intermediary platforms 87) Micropayments 88) Content NFTs 89) Tokenized subscriptions DATA / TECHNOLOGY 90) Decentralized storage 91) Decentralized computing 92) Oracles 93) Data sharing 94) Data protection 95) IoT identity 96) Decentralized machine learning 97) Data monetization 98) Data integrity ENERGY 99) Smart grids 100) P2P energy 101) Renewable certificates 102) Carbon credits 103) Emissions tracking 104) Energy incentives HEALTH 105) Medical records 106) Healthcare interoperability 107) Clinical trials 108) Pharmaceutical tracking 109) Consent management 110) Medical identity EDUCATION 111) Academic certificates 112) Education records 113) Verifiable credentials 114) Educational content 115) Reputation GOVERNMENT 116) Budget transparency 117) Public spending 118) Public procurement 119) Civil registry 120) Land registry 121) Elections 122) Citizen identity MOBILITY 123) Vehicle identity 124) Maintenance records 125) Mobility insurance 126) Automated tolls 127) Fleet management 128) Autonomous vehicles RETAIL 129) Loyalty programs 130) Ecommerce payments 131) Tokenized points 132) Product authenticity 133) Retail supply chains 134) Decentralized marketplaces OTHERS 135) Philanthropy 136) Communities 137) Reputation 138) Global freelance 139) Smart labor contracts 140) Memberships 141) Crowdsourcing 142) Decentralized social networks 143) Corporate governance 144) Sports rights Yield is ONE use case. Adapt. Let this move forward. Don’t hold back an entire industry for one business model. @SECPaulSAtkins @iampaulgrewal @paulbarron @digitalassetbuy @DigPerspectives @s_alderoty @patrickjwitt @davidsacks47 @RepFrenchHill @votetimscott @EleanorTerrett @ChadSteingraber @ChairmanSelig @martypartymusic @pmarca @berniemoreno @xrpmickle

XAUT 🤝 Binance binance.com/en/support/ann…

Fidelity (@DigitalAssets) just published one of the most significant pieces of bitcoin research to date. "Getting Off Zero: Evaluating Bitcoin in 2026" @ChrisJKuiper argues that a 0% bitcoin allocation now requires justification. The default has flipped. 5 key findings 🧵👇

perfect :)

We’re excited to announce that Ondo has partnered with Franklin Templeton (@FTDA_US), one of the world’s largest asset managers with $1.7T AUM. Together, we’re bringing exposure to Franklin Templeton-managed investment products onchain through Ondo Global Markets.

Today, several teams at the EF are launching pq.ethereum.org, a dedicated resource for Ethereum's post-quantum security effort. What started with early STARK-based signature aggregation research in 2018 has grown into a coordinated, multi-team effort, all open source. The Post-Quantum team and Cryptography teams, with help from the Protocol Architecture and Protocol Coordination teams, have been working on this body of work for 8+ years. At pq.ethereum.org you'll find: - How PQ impacts each protocol layer - The full PQ roadmap (strawmap.org) - Open resources: repos, specs, papers, EIPs - FAQ: 14 questions across 5 categories, written by the PQ team - A 6-part lean Ethereum interview series (@zeroknowledgefm) - Interest form for the 2nd Annual PQ Research Retreat (Cambridge, UK, Oct 2026) - 10+ client teams are already building and shipping devnets weekly through PQ Interop. All the work is public and all of it is open. pq.ethereum.org

⚡️ UPDATE: Bitcoin sees rare two-block reorg as competing Mining pools including Foundry USA, AntPool and ViaBTC trigger short-lived chain split.

MicroStrategy Discovers the Infinite Money Glitch (Again) The new $42 billion masterplan: 1. Issue $21 billion in perpetual preferred stock, legally committing to pay a $2.4 BILLION annual dividend. 2. Use the cash to buy Bitcoin. A pristine asset, but one that generates absolutely no native yield. 3. Acknowledge that the underlying software business generates nowhere near enough cash to cover these massive new dividend obligations. 4. Pay the old investors their yield using fresh capital raised by selling more stock to new investors. Funding existing backers entirely with money from new backers. Charles Ponzi would shed a tear of pure pride at the mechanics of it.

Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program. strategy.com/press/strategy…

Introducing Solana Developer Platform Designed for enterprise, launch financial products on @Solana in weeks instead of months. Create stablecoins, RWAs, or orchestrate payments with AI-ready APIs that bundle 20+ infra providers. @Mastercard, @WesternUnion, and @Worldpay are already building with SDP.

@crypto_gateway Dato che stai viaggiando, siamo forse alle porte di un'altra fase rialzista? :)

in che fase del ciclo ci troviamo?

@paoloardoino Gli haters ora: "ci stiamo cagando sotto" però davvero.

Tether signs engagement with a Big 4 Firm for its first Full Audit ❤️

Tether Signs Big Four Firm to Complete First Full Audit, Setting a New Quality Standard for the Digital Asset Economy Read more: tether.io/news/tether-si…

The speed of @AnthropicAI is quite something.... literally a new big product feature every few days. Wild.