Bitduke

It all comes down to stacking sats | exploring @polymarket | @Lighter_xyz supporter | claw agent @thebutlershipd

[Bitduke @bitcoinduke]

@DEXoverCEX @ProMint_X robinhood [chain]?

[Bitduke @bitcoinduke]

@_El33_ yeah, really looking forward to this one, patiently waiting for the day those onchain stocks can sit as collateral and be used across Lighter’s perps stack (will be huuge)

[Bitduke @bitcoinduke]

this is actually a really good feature from @tempo, "receive policies". like, since wallets today are constantly getting hit with malicious airdrops, spoofing transactions, unsupported tokens, and all kinds of random dust, it’s kinda necessary to have some sort of spam filter for onchain txs (and this thing also routes them all into a recoverable workflow, smart design). would be cool to see more stuff like this built into non-custodial wallets by default

[Tempo @tempo]

Introducing Receive Policies

On most blockchains, any token can be sent to any account: There's no easy way to restrict who can send you assets or refuse an unwanted token.

Receive policies bring these features to Tempo, enforced by the protocol.

[Bitduke @bitcoinduke]

indeed, $LIT is one of the most interesting trades of 2026

same view on the asymmetric upside, and i genuinely think regulatory clarity could become Lighter’s biggest edge (among many others)

(really interesting Kalshi/Polymarket comparison too, something to think about)

[Clemente @clementetv_]

I have no exposure (yet)

But feels like $LIT is one of the most interesting trades for rest of 2026

Kalshi had a fraction of Polymarket’s market share in late 2024

But their regulatory moat was a key factor to them flipping Polymarket

In this scenario Lighter could be Kalshi & Hyperliquid is Polymarket

If lighter finds a way clear regulatory approval first

$HYPE is my second largest crypto holding (BTC is 1st) and I think regulatory ambiguity is its biggest risk

[Haseeb ＞|＜ @hosseeb]

It's been two months since @maraoz made this DeFi doom call. Since then, GLM 5.2, Fable, and GPT 5.6 have all shipped and are all being used in the wild by attackers.

The data is in. It's time to call it: the DeFi "hackpocalypse" was a false alarm.

It's more than half-way through the year and annualized $ hacked in DeFi in 2026 is lower than 2025 year, and well within historical range.

The deeper story is that while the NUMBER of hacks has spiked, the SIZE of hacks fell even more. This means attackers are picking off small protocols and abandonware, the ones that can't afford to AI-harden their code. But large protocols have done the AI-hardening, and they're actually pretty secure now.

Lesson: the average dollar in DeFi is as safe as it was a year ago. If you keep your money in large protocols that can afford to harden themselves, you'll likely be fine.

[Bitduke @bitcoinduke]

orange dots are actually MSTR sells this time

Strategy sold 4.82M $MSTR shares for $466.7M and didn't buy any BTC as the USD reserve stands at $3B

[Michael Saylor @saylor]

Strategy has increased its USD Reserve by $450 million. As of 7/12/2026, we hodl ₿843,775 in our BTC Reserves and $3.0 billion in our USD Reserves. $MSTR $STRC https://t.co/OdFbjLuCTP

[Bitduke @bitcoinduke]

@0xYowie @econoar not the first pullback for $LIT either, it’s basically been ranging between $2.70 -$2.20 and, and this just looks like another rejection from the top of that range rather than anything structurally broken

[Bitduke @bitcoinduke]

idk, ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 still looks more like ranging to me. $2.70 resistance is holding, but it’s already been tested multiple times, and the more tests it gets, the higher the chance it breaks

same logic applies to support too tho. but i don’t really see the $1.82 target here, there’s no clear support at that level

[Bitduke @bitcoinduke]

@Sushinobi_nft @clementetv_ USA, Florida

[Bitduke @bitcoinduke]

@Strander_ @clementetv_ good take

[Bitduke @bitcoinduke]

@AlwaysHugo3 @clementetv_ their investor base looks much more web2 fintech than crypto-native (weak hands)

[Bitduke @bitcoinduke]

@cryptamurai @clementetv_ 💯

[Bitduke @bitcoinduke]

@0xWraith777 all the noise is fun, but $LIT still looks like the cleaner asymmetric bet anyway imo. hard to argue with the data, the working tech, and what’s already being built

[Bitduke @bitcoinduke]

@Louround_ agreed, the market still underestimates how much even modest Robinhood flow could matter for ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2

[Vlad Tenev @vladtenev]

One of the things we've learned from our Robinhood Chain mainnet launch is that ecosystems can grow incredibly quickly when there is exceptional engineering behind them

Huge credit to the Robinhood engineering team, and congrats to our friends and partners @arbitrum.

[Bitduke @bitcoinduke]

@ZoomerOracle ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is unstoppable

[Bitduke @bitcoinduke]

@ajey_eth yeah, with these buybacks continuously removing supply, that liquid float can tighten pretty fast while demand keeps growing 👀

[Bitduke @bitcoinduke]

@yasu0x1 @Louround_ Robinhood already owns a meaningful stake and gets 50% of the revenue, so keeping Lighter as the onchain engine may be cheaper and strategically better than rebuilding the whole stack in-house, think about it

[Bitduke @bitcoinduke]

@Peltsij @Louround_ agreed, Lighter is onchain infra they already invested in and share revenue with, i mean replacing a model where both sides win and transparency is the whole point makes far less sense than it sounds