0xonchainsleuth

[Raphaël Bloch 🐳 @Raph_Bloch]

€700M.

That's what European banks will spend on digital asset infrastructure in 2027: https://t.co/N1WsKNTr2G

Two thirds of it won't touch a server. It goes to people.

Most banks don't know this yet. One of the largest in Europe just did, on a call with us this morning.

Their words: "We're clearly not there yet on investment. We need independent data like this. Otherwise everything comes from competitors or biased, paid sources."

That sentence is the entire reason @TheBigWhale_ exists.

Digital finance is still a black box. Buyers don't know who's serious. Sellers don't know where the money's actually going. Everyone's guessing with someone else's numbers.

We measure the market itself. Size, capital flows, who's building what, on both sides of the trade. Buy side and sell side.

That's not a report. That's the infrastructure this market needs to actually grow. You don't make a €50M decision on vibes.

Nobody else tracks this market independently. Nobody else goes this deep.

150+ companies already make decisions off our numbers. Not because we sold them a story. Because when tens of millions are on the line, data is the only argument that survives the room.

[Thomas Klocanas @tklocanas]

Commerce and the ways brands (have to) engage with their consumers are changing, fast. No one understands this and how to solve for it better than @tyhunnny and the @TYBXYZ team who are enabling community-driven commerce, onchain, today.
https://t.co/tGceRhl7hT

[Meltem Demirors @Melt_Dem]

i’m raising $100M at $2B post for a Bitcoin L2 sidechain liquidity pool AVS staking rewards dataDAO subnet stablecoin AI infrastructure humanoid robot spatial data depin space asteroid mining GPU compute perps energy storage protocol lmk if u wanna invest

[gabriel shapiro @lex_node]

Ethereum L2s better get to Stage 2 as fast as possible.

I wouldn't be surprised if Solana-specific policy orgs paint L2s to regulators as centralized money transmitters or otherwise lay traps for L2s in the rules they draft/revise etc.

L2s need to be in as strong a position as possible to defend & justify themselves as trust-minimized.

[binji @binji_x]

larry fink keeps saying “everything will be tokenized” and most people nod along without really thinking about why the world’s biggest asset manager wants that.

let’s break it down. ↓

[Lyn Alden @LynAldenContact]

My answer is quantum computing.

There are ways to navigate it, but there are disruption risks for a decentralized system when upgrading to being quantum hard.

And ahead of time, smart capital will calculate probabilities of disruption, and allocate accordingly.

[Thomas Klocanas @tklocanas]

Big congrats to @jai_prasad17, @dennis_qian & the entire @DefinitiveFi on the $EDGE launch today. Powering $bns of trades, and still just the beginning. Positioned to power onchain trading for years to come. Learn more about Definitive and why the alpha is onchain from our team here: https://t.co/Po47NjYWRr

[Lyn Alden @LynAldenContact]

What do you think is the biggest structural risk to Bitcoin over the next 5-10 years?

[Meltem Demirors @Melt_Dem]

fading this little alt rally

macro outlook is still cooked, crypto market structure is still broken

may the odds be ever in your favor 🫡

[Arthur Hayes @CryptoHayes]

I bet $BTC hits $110k before it retests $76.5k.

Y? The Fed is going from QT to QE for treasuries. And tariffs don’t matter cause “transitory inflation”. JAYPOW told me so.

I’ll expound on that in my next essay, that’s the TLDR for your TikTok peanut brain.

[Simon Dedic @sjdedic]

Not at all surprising that @movementlabsxyz has been artificially inflating $MOVE.

The saying "scams pump the hardest in a bull market" applies perfectly here - projects working with shady market makers to manufacture bullish charts, lure in organic investors, and then rug.

It’s been an open secret in crypto for the past years, largely ignored because those with the power to stop it were profiting from it.

Good to see Binance finally stepping in to crack down on these projects and their market makers - long overdue for the sake of their users and community.

[Thomas Klocanas @tklocanas]

Oracle are hard. And they have a cold start problem.

That’s why we’re thrilled to announce our lead investment in @chroniclelabs alongside @6thManVentures, @galaxyhq, @BHDigitalAssets, @TiogaCapital, @robotventures, @RuneKek, @StaniKulechov & more. We’ve known @nomos_paradox & @jensenhaji for a while now, and as the team who launched the first oracle on Ethereum and recently spun out of @MakerDAO, we couldn’t think of a better crew to tackle the next phase of data infrastructure and oracles in digital assets, as the market opens up beyond existing crypto native assets and into ce(de)fi and tradfi opportunities.

[David Hoffman @TrustlessState]

they actually deleted the video lmao

[toly 🇺🇸 @toly]

The ad was bad, and it’s still gnawing at my soul. I am ashamed I downplayed it instead of just calling it what it is - mean and punching down on a marginalized group. I am grateful for the ecosystem devs and artists that immediately called it what it is both publicly and privately. You are the only silver lining to this whole mess.

I’ll do whatever I can to make sure solana foundation stays focused on its mission of decentralization and open source software development and out of culture wars.

[Thomas Klocanas @tklocanas]

Fired up for @dripsterdotfun's launch!
Token launchpads are evolving beyond memes, and branching out into the physical world, it's happening.

[Thomas Klocanas @tklocanas]

After 3+ years of building @BlockTower VC, we’re extremely excited to double down on teams who push the space forward in our next chapter, as we spin out the franchise, portfolio and team with my partners @spvenino33 & @winnielaux under a new independent venture focused firm: @strobefund.

[van00sa @van00sa]

You’re telling me there are people who go ENTIRE days without listening to music?

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: $106,000 Bitcoin 🟢

https://t.co/hSyoWGqJ7T

[Erik Voorhees @ErikVoorhees]

Voting for the candidate who will bring down the national debt