LATEST: 🇺🇸 Wintermute registered its US affiliate as a broker-dealer with the SEC and FINRA, letting it trade equities, act as an Authorized Participant for ETPs, and self-clear digital asset securities.
maturing is realizing that FTX was one of the best investors in crypto industry:
> $500M in Anthropic would now be worth roughly $30.4B
> $1B in Solana would now be worth roughly $5.1B
> $648M in Robinhood would be $5.7B
> $100M in Sui would be $1.2B
> $1.15B in Genesis Digital Assets would be $3.5B
> $700M in SpaceX via K5 would be $3B
did some estimates and their total portfolio would be up from $4.7B to $52.5B which is a $47.8B in rise
absolutely nuts
LATEST: 📊 RWA deposits on DeFi platforms tripled from $2.3B to $7.4B YoY in Q2, even as total DeFi deposits fell 15%, per CoinShares and Token Terminal.
The costs of striking Iran are real. But so is the nuclear threat.
Iran entered 2026 with enough uranium for 10 nuclear bombs. Before the June strikes, it was days away from enriching enough for 1 bomb—a level far beyond plausible civilian needs.
Operation Epic Fury is working.
We are systematically dismantling Iran’s war machine: missiles, drones, air defenses, navy, nuclear sites, defense industry, proxy networks, central command. In under 3 weeks, the supreme leader is dead, his successor wounded, and Iranian ballistic missile and drone launches are down 90%+. Iran is losing capacity faster than it can create chaos.
"War is never clean. But the strategy—the actual strategy, measured in degraded capabilities rather than cable news cycles—is working."
Excellent article.
https://t.co/iPRTiROv2d
[@blknoiz06 update about his first solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump bounty on pumpfun ]
“i set up a bounty on pumpfun essentially encouraging artists to make some cool shit around ansem and the black bull meme”
most crypto influencers focus solely on extracting liquidity from their audience
ansem and banks are taking the opposite approach by actively funding the creative ecosystem
by setting up a $15,000 prize pool distributed across 10 winners, they aren't just asking for free engagement, they are financially incentivizing high-quality art and graffiti
this builds a much stronger narrative than any traditional marketing campaign ever could
the smartest founders know that you don't just build a token, you build a culture
attention is the currency, but directly rewarding your community is the ultimate leverage
ft : @Banks, @MarketBubble
Same ETF Demand, Opposite Market Response
Over the last 7 sessions (Jul 29-Aug 6):
🟠 BTC ETFs: +$737.7M inflow, price +1.14%
🔵 ETH ETFs: +$156.0M inflow, price -0.69%
BTC attracted steady ETF demand over these 7 sessions, even as long-term holders distributed 142,437.8 BTC (0.85% of LTH supply) over the last 5 of those sessions (Jul 31-Aug 6). Price still finished the window higher.
ETH tells the opposite story. ETF inflows have yet to outweigh broader spot selling. Over the trailing ~14 days, spot CVD stayed negative (-$98.4M) while buying concentrated in futures (+$207.3M). Positioning also looks crowded, with average funding near 20bps, open interest up 7.2% over 30 days, and the nearest liquidation cluster just 3.1% below spot.
🔵 FTX's Best Investments - What They'd Be Worth Today?
- $500M in Anthropic would be ~$19B
- $648M in Robinhood would be ~$4.3B
- $1.2B in Solana would be ~$3.8B
- $1.15B in Genesis Digital Assets would be ~$2B+
- $700M in K5 Global would be ~$1.5B+
- $102M in Sui would be ~$900M
- $200K in Cursor would be ~$100M+
Could have been the greatest venture portfolio ever built.
[Crypto have a visibility problem]
“Crypto gets judged by its loudest scammers, not its best builders.”
“Show people traders who actually earned it.”
“Trading is a skill based game.”
@blknoiz06 argues that crypto’s reputation comes from who gets amplified.
Scammers dominate headlines, while builders and profitable onchain traders rarely receive the same attention.
He wants more creators to spotlight people like Kimchi, Rasmr, and other traders who built their edge from years of learning, trading, and sharing their journey. Those stories give newcomers something worth following.
Better examples attract better participants. Over time, that changes how people see crypto.
I'll say what everyone is thinking out loud.
SBF should have been the Vice President of the US right now [not JD Vance], if it weren't for FTX.
With his tremendous leadership skills [he created FTX, don't forget - a feat far greater than running a country],
WE could've easily prevented being in the mix with ALL of the Middle East nonsense atm.
I, for one, say we should sign a petition to free him and bring him into the oval office ASAP.
It is a damn shame to waste such a brilliant mind when we could be utilizing his intellect to advance America.
#FreeThatNiggaSBF - LET'S GET IT TRENDING!
~ Dr. Axius.
tushar on the four sources of edge in trading:
1. access - seeing things first or having access to the right people
2. analytical - being the best at understanding the thing, not following others
3. psychological - how you show up expecially when it’s going against you or when it’s going too well
4. structural - eg when he started multicoin in a world where most funds wouldn’t touch crypto
if you don’t know what your edge is, don’t do it
LATEST: 🚨 OpenAI revealed that AI agents had secretly coordinated with each other before the Hugging Face hack, sharing exploits before carrying out the attack.