Alezy

Solana fan enjoying its efficient blockchain solutions ⚡ #SOL

[Alezy @Alezyeth]

@playboycrypt0 Following this very closely

[playboycrypto @playboycrypt0]

Everything Crypto ICYMI – Friday’s Edition✍️

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💼Macro & Majors

• $BTC: $61,100
• $ETH: $1,620
• $BNB: $570
• $XRP: $1.10
• $SOL: $64

•$500M was liquidated in an hour

•Crypto markets have erased over $2T since Oct 2025 peak
→Market cap now ~$2.18T

•Crypto spot volume drops to lowest level since Oct 2023

•Fear & Greed Index falls to 12 (extreme fear)

•S&P 500 futures slip ahead of key U.S. jobs report

•U.S. Treasury expected to buy back $12.5B in debt

•ECB: Gold overtakes U.S. Treasuries as largest reserve asset

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🏛️Regulation & Policy

•U.S. Pattern Day Trader rule ends
→Removes $25K minimum requirement

•U.S. House committee preparing new crypto tax legislation

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🏢Institutional & TradFi

•@jpmorgan, @Citi & major banks launching tokenized deposit system

•@Mastercard expands stablecoin settlement support
→ $USDC, $RLUSD, $PYUSD, $USDG, $USDP, $SoFiUSD
→Across @ethereum, @solana, XRP Ledger, @base, @arbitrum & @0xPolygon

•@krakenfx (@Payward) to bring tokenized IPO access to retail Investors

•Vanguard’s $VOO surpasses $1T AUM (first ETF ever)

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🧩Projects, Tokens & Ecosystem

•@Zcash crashes 48% after critical inflation bug discovery
→Vulnerability allowed unlimited $ZEC minting (patched June 1)

•@circle minted 500M $USDC on @solana

• $ADA drops below $0.16 (first time since 2020)
→Despite ATH social dominance & activity

• $YOM @YOM_Official listed on @kucoincom, @MEXC & @krakenfx

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🧠DeFi & AI Agents

•@SkyMoney & @pendle_fi launch fixed-rate sUSDS product

•@JupiterExchange introduces “Jupiter Forecast”
→@solana-native prediction markets

•@arbitrum Foundation proposes ~$43.5M funding request

•@fraxfinance frxUSD caps on @aave V4 filled rapidly
→Proposal to double limit to $40M

•@WalrusProtocol launches “Walrus Memory”
→Persistent memory layer for AI agents

•@ResolvCore reopens withdrawals for
Maxi USR vault

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🏢Real-World Assets (RWA) & Tokenization

•Hamilton Lane’s HLSCOPE fund goes live on @trondao
→First Securitize issuance on the network

•HKMA forms tokenized bond expert group

•@OndoFinance to launch “Ondo Perps”
→First perpetuals platform for RWAs

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📊Market Structure & Activity

•@Grayscale launches @HyperliquidX Staking ETF

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🎮GameFi

•Top gaming chains by growth:
→Other (+135%)
→@0xPolygon (+68%)
→@avax (+13%)

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🚀Funding/ Big Tech

•@elonmusk nearing trillionaire status
→@SpaceX potential $1.77T IPO valuation

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📈Daily Movers (24H)

•Top Gainers: $BNB, $ASTER, $WLD, $DEXE, $H

•Top Losers: $ZEC, $NEAR, $ADA, $TON, $HYPE

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🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️

[Alezy @Alezyeth]

@playboycrypt0 @YOM_Official Ready for market reaction today 👀

[playboycrypto @playboycrypt0]

Today is where it flips!

$YOM TGE is going live today; June 5th @ 10:00 UTC⏳

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Most people will fade this.

Same way they fade every infra play early.

---

So remember, @YOM_Official is building decentralized cloud gaming infrastructure.

Cheaper compute.
Better margins.
Same global demand.

---

Backed by @AvalancheFDN, @oviohq, Borderless Capital.

Pipeline:
40+ studios
400+ games

---

Now it hits the market.

🎯Listings:
@MEXC
@kucoincom
@krakenfx

---

This is the part where narratives become price.

Don’t say you didn’t see it early here @YOM_Official✍️

[Spiral Stake @0xspiralstake]

Introducing Spiral Stake v2

An atomic & composable execution layer for onchain leverage markets on Ethereum. Powered by @Morpho’s risk isolated markets.

Make your leveraged position (upto 9x) seamless, flexible to manage & gas efficient with v2. Entry/exit in one click.

For staked stables, stablecoin PTs and wrapped ETH.

🧵

[Alezy @Alezyeth]

@playboycrypt0 @YOM_Official Looks awesome

[playboycrypto @playboycrypt0]

Numbers don’t lie.

Cloud gaming market: ~$121B
…nearly doubled in the past year

Yet:

47% of gamers still can’t run it.

---

Cost structure?

AWS: ~$2.00 per hour
YOM: ~$0.05 per hour

That’s a ~95% reduction.

Same product category.
Completely different economics.

---

Now look at valuation:

Initial Market Cap: ~$13M
FDV: $75M

→entering a $121B market

---

Supply dynamics matter:

•5% of every gaming session fee is
permanently burned

•Hard cap: 750M tokens
•More usage = less supply

---

Structure matters too:

•Team + investors locked (6–9 month cliff)
•Zero insider selling at TGE

---

Backed by:

@AvalancheFDN
@oviohq
Borderless Capital

+ 40+ studios, 400+ games pipeline

---

@YOM_Official isn’t trying to “compete” with cloud gaming

It rewrites the cost layer entirely.

---

Now the entry:
$0.07 entry
vs $0.10 launch

•35% unlocked at TGE
•remaining vested

Capital stays onchain until listing (or refunded)

---

$YOM sale is live on @Onicornoffocial.

Round closes June 4.

TGE: June 5✍️

🎯Do your own math and join in now before it becomes more valuable👇

https://t.co/yKEMOi1mGJ

[Alezy @Alezyeth]

@playboycrypt0 @YOM_Official Yes we need this

[playboycrypto @playboycrypt0]

Cloud gaming didn’t fail.

It hit a wall.

Not a marketing problem — a physics + economics problem.

→Latency: data centers are too far from players
→Cost: ~$2/hour per user on AWS
→Result: laggy gameplay + unsustainable pricing

Meanwhile…

2.7 BILLION gamers still can’t access AAA titles because of hardware.

That’s the real bottleneck.

---

Now here’s the shift most people are missing:

Instead of building more centralized data centers…

What if the infrastructure already exists?

Millions of idle gaming PCs.
Unused GPUs.
Sitting everywhere.

---

That’s where Gaming DePIN comes in.

And one project just flipped the model: @YOM_Official✍️

They’re turning consumer hardware into a global edge network.
→Compute happens closer to the player
→Latency drops to sub-12ms
→Cost drops from $2 → $0.05/hour (~95% reduction)

Same AAA games.
No downloads.
No expensive rigs.
Just click & play.

---

This isn’t “cloud gaming 2.0”

This is cloud gaming that actually works

---

Mainnet is already live.
TGE is June 5.

If you’re early to infra shifts, you already know what to do:

Explore: https://t.co/RU6WUtThtY
TGE details: https://t.co/nlF7eC5ckn

Get in their Discord/Telegram before this gets loud.

[Alezy @Alezyeth]

@playboycrypt0 Great overview of $SOL

[Alezy @Alezyeth]

@playboycrypt0 Clean summary easy to follow

[playboycrypto @playboycrypt0]

Everything Crypto ICYMI – Friday’s Edition✍️

---

📊Market, Macro & Sentiment

•🇺🇸S&P 500 closes at new all-time high of 7,563

•U.S. and Iranian negotiators reach draft 60-day ceasefire framework (pending approval)

•US PCE inflation rises to 3.8% (highest since May 2023)

• $BTC slips to 13th largest global asset by market cap

•Dell stock +80% since May 8 following presidential remarks

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🏗️Infrastructure, Protocols & Ecosystem

•@SeiNetwork unveils Giga roadmap → 200,000 TPS & 400ms finality

•@SuiNetwork resumes activity after bug-related halt

•@chainlink and @solana lead ecosystem dev rankings (@SantimentData)

•@Cardano v11 hard fork scheduled today (May 29)

•@Lighter_xyz vs @variational_io debate (order books vs RFQ DEXs) scheduled next week

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📈On-Chain, Products & Adoption

•@vaneck_us launches first U.S. spot @BNBCHAIN ETF ($VBNB)

•@Visa invests in @Replit to enable AI-powered payments for developers & agents

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🧠DeFi & AI Agents

•@HyperliquidX launches outcome markets (real-world event trading)

•@NEARProtocol rolls out confidential on-chain payments

•@aave proposal to deploy Aave V4 on @avax (with $15M incentives) goes live

•@liquidtrading introduces @coinvestai
→trade via ChatGPT & Claude

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🎮GameFi

•Top gaming chains (30d growth)
→@ton_blockchain +53.56%
→@avax +47.92%
→Other +308%

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🏢Real-World Assets (RWA) & Tokenization

•@StanChart projects $4T tokenized assets by 2028
→$2T stablecoins + $2T RWAs

•UK regulators (FCA + BoE) outline tokenization framework for wholesale markets

•Australia moves from tokenized bond pilots
→real market implementation

•Financely launched RWA tokenization readiness desk for structured finance

•@a16zcrypto urges SEC to modernize laws for tokenized securities

•Saudi Arabia launches $12.5B RWA tokenization initiative

•@Amundi_FR & @Spiko_finance launch tokenized UCITS fund on @solana

•@e_estate_co expands tokenized real estate platform + $100M portfolio

•@kaleido_finance highlighted interoperability as key to tokenized finance

•@binance, @bitgetglobal, @Gate launched tokenized @SpaceX pre-IPO products

•@FalconXGlobal expanded tokenized credit to @monad Network (DeFi collateral use)

•South Korea to release tokenized securities rules in July

•@CoinList launched “Passage” for tokenized asset distribution

•@musicow partnered with @injective to bring tokenized music rights globally

•@PanteraCapital: 77.6% of tokenized assets are still “basic wrappers”

•Tokenized @SpaceX narrative gains traction (retail + fundamentals)

•Tokenized assets projected to grow 100x by 2030 (@a16zcrypto)

•@OndoFinance tokenized stock TVL hits ATH ($1.17B+)

•@The_DTCC ($114T+) taps @StellarOrg for tokenized securities infrastructure

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🔓Token Unlocks

• $CC (@CantonNetwork) → $23.3M ongoing daily
• $TRUMP → $12.6M ongoing weekly

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📈Daily Movers (24H)

•Top Gainers: $XLM, $HYPE, $XRP, $ZEC, $M

•Top Losers: $BCH, $XMR, $TRX, $TON, $LEO

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🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️

[Alezy @Alezyeth]

@sirfortunee_ @WEEX_Official Pure motivation from this post 🧐

[Alezy @Alezyeth]

@playboycrypt0 Morning grind never stops here

[Alezy @Alezyeth]

@playboycrypt0 Great weekend market breakdown

[Alezy @Alezyeth]

@playboycrypt0 @POTUS Institutional adoption keeps accelerating fast

[Kri🔶Krypto @kri_krypto]

This is the 3-step check I run on every token before I size in.

Most traders stare at the chart first.
I care more about who’s holding and whether the setup is even safe.

1️⃣ Security Indicators
If the contract throws red flags, I don’t waste another minute.

2️⃣ Holders tab
I check wallet distribution before price action.
Too much concentration = easy skip.

3️⃣ Liquidity + Trending Pools
I want to see stable liquidity and real momentum, not one random spike getting shilled on the timeline.

Ran this process on $TOKEN earlier today on GeckoTerminal.

Looked good at first… but holder distribution changed my mind, so I stayed out.

That’s the difference between trading noise and trading with a system.

[Alezy @Alezyeth]

@playboycrypt0 Respect everyone showing love today

[Mercek @WorldOfMercek]

The more I look into a potential $POLY airdrop, the more I think most people are probably analyzing it the wrong way.

Most timelines are reducing the entire thing to “who generated the most volume?” when prediction markets are probably much more complicated than that internally.

Because unlike a perp DEX or a normal exchange, Polymarket’s product becomes stronger when the platform itself gains cultural relevance and attention.

Liquidity matters of course.

But prediction markets are also driven by narrative, discussion, controversy, screenshots, distribution, social sharing, news cycles and public attention.

That’s literally the product.

A dead but highly liquid prediction market still feels dead if nobody cares about the topics being traded.

That’s why I honestly think Polymarket is probably one of the first major crypto platforms openly signaling that social contribution has measurable value too.

Not fake engagement.
Not AI slop.
Not people farming impressions with meaningless posts.

But actual ecosystem contribution.

People who talked about prediction markets before they became trendy again.
People who onboarded users organically.
People who kept the platform visible during periods where almost nobody on the timeline cared.

And honestly, timing probably matters much more than raw size itself.

Someone doing meaningful activity in 2023 or early 2024 when prediction markets were still relatively niche arguably contributed more to the ecosystem than someone forcing large volume now after the entire timeline started farming.

We already saw similar dynamics with Hyperliquid.

Some early users received absurd allocations despite relatively small size because they helped bootstrap the ecosystem before the crowd arrived.

Once an ecosystem reaches escape velocity, every additional dollar of forced activity becomes less valuable compared to the early phase where survival itself was uncertain.

I think Polymarket probably understands this very well internally.

Especially because prediction markets are not only financial infrastructure anymore.

They are becoming media infrastructure too.

At this point major elections, geopolitical events, macro data releases and even sports narratives spread through Polymarket screenshots faster than through traditional news outlets sometimes.

That type of distribution has value.

And honestly, I also think people are overestimating how important pure leaderboard farming will be.

A lot of public volume is probably heavily inflated with bot activity, wash behavior, hedged positions and inactive accounts that won’t matter nearly as much as people think.

Meanwhile things like:
→ account longevity
→ consistency of activity
→ real directional participation
→ market variety
→ API/tool usage
→ onboarding flow
→ organic referrals
→ actual mindshare generated around the platform

could realistically matter more than people expect.

I also wouldn’t be surprised if Polymarket eventually separates “capital contribution” from “ecosystem contribution” entirely.

Because someone risking meaningful capital early and someone helping build attention around the product are both valuable in completely different ways.

And historically, the biggest rewards in crypto usually came from being early before the optimization phase started.

Once the entire market begins farming something aggressively, the asymmetry is usually already shrinking.

That’s why I honestly think the most valuable thing some people accidentally did was simply being genuinely interested in prediction markets before everyone started calculating an airdrop.

[Rain @raintures]

94 @Polymarket mentions. 87K views generated.

The crowd is literally pricing in what you say.

Prediction markets don’t care about follower counts or engagement bait, they care about signal.

When traders are opening positions based on your takes, you’ve crossed a line most CT accounts never reach.

I’ve been on Polymarket since Feb 2025 and the platform is still citing him through May 2026.

Don’t call it a viral moment, that’s a track record.