CluelessDad

Supporting #web3 infrastructures & #NFTs with purpose.
I'm cluelessly curious, learning everyday.

[CluelessDad @CluelessDad_]

What if we've got it all wrong? Intuitions and big banks buying up #Bitcoin, something does not sit right.
I'm thinking while everyone is bullish thinking we're winning, governments & banks launch #CBDCs backed by #BTC
What's your way out?

[Mario Nawfal @MarioNawfal]

🇬🇧 Man calls into UK TV saying he's been stabbed twice in London and doesn't feel safe.

Host: "It's a city. That happens sometimes."

This is where Britain is now.

Don’t worry, everyone gets stabbed a little… it’s called culture.

[Mario Nawfal @MarioNawfal]

🇬🇧 MANCHESTER UNITED CO-OWNER: UK IS BEING COLONIZED BY IMMIGRANTS

"The UK is being colonized by immigrants really isn't it? The population of the UK was 58 million in 2020, now it's 70 million, that's 12 million people."
https://t.co/u8vyWZd8b0

[Merlijn The Trader @MerlijnTrader]

BREAKING:

BITCOIN WASN’T DEFEATED IT WAS CAPTURED.

Wall Street just executed the most coordinated financial maneuver since 2008.
In just 288 hours, they absorbed the hardest asset on Earth.

Between Nov 24 and Dec 6, 2025:

- JPMorgan filed leveraged BTC notes (1.5× upside, 30% downside protection)
- Vanguard reversed its ban unlocking Bitcoin for 50 million clients
- Bank of America authorized 15,000 advisers to recommend BTC (up to 4%)
- Goldman Sachs acquired a Bitcoin-native firm for $2 billion same day

Four institutions. Twelve days.
Over $20 trillion in combined assets.

This wasn’t chance.
This was choreography.

But here’s what they don’t want you to see:

- Retail panic-sold $3.47B in November the largest monthly ETF outflow in history
- BlackRock’s IBIT lost $2.34B to redemptions
- Meanwhile, Abu Dhabi tripled its BTC holdings in Q4
- JPMorgan increased its IBIT position to $343M up 64% QoQ

At the same time:

- MSCI will vote Jan 15, 2026 to exclude BTC-heavy firms from global indices
- Strategy Inc. faces $11.6B in forced selling
- JPMorgan published the warning…
- JPMorgan is launching products to capture the redirected flows

This isn’t volatility.
It’s conquest.

- Nasdaq expanded IBIT options limits 40× up to 1 million contracts
- Volatility suppression is now structurally enabled
- Bitcoin is being domesticated into a portfolio allocation

The asset built to eliminate intermediaries
is now controlled by them.

The code remains untouched.
The supply cap holds.
The network doesn’t care.

But the economics now flow upstream to Wall Street.

The revolution wasn’t stopped.
It was monetized.

[CluelessDad @CluelessDad_]

@Hasheraio @BitcoinConfEUR ⚡️

[StarPlatinum @StarPlatinum_]

I’ve been tracking insider wallets on Solana.

They’re making millions.

And most people have no idea how🧵

(1/9)

[DBCrypto @DBCrypt0]

🚨 Solana did NOT “hit 100,000 TPS.”

It gamed the numbers in typical Solana fashion!

On August 17th a Solana dev ran a stress test on mainnet.

They blasted the chain with blocks filled almost entirely with “no-op” transactions.

No-ops are dummy instructions that do NOTHING.
No state changes. No math. No balance updates.

One block hit ~107,000 TPS.
Then the entire Solana community including @solana @toly @mert pushed this BS claim.

Here’s the reality.
That block had 43,066 transactions in 412ms.

Of those, ~41,938 were no-ops.
That’s 99.5% filler.

Yes, you read that right.

99.5% of the transactions were meaningless filler to pad numbers!

Less than 200 were real transfers.
TPS inflated by junk.

On Solana, transaction weight is measured in Compute Units (CU).
A no-op burns ~1,000 CU.

A token send costs 3,000–5,000 CU.
A DEX swap runs 50,000–300,000 CU.

That means the 100K TPS figure came from txs 1/4th to 1/200th the weight of real activity.

Try hitting that with Raydium or Jupiter swaps. It collapses.

History already proves it.
True TPS (excluding votes) is ~1,000–1,200 on average (95% of that is bots too)

When organic spikes hit, such as memecoin launches or NFT drops, the network stalls, throttles, or flatlines.

THAT is the real ceiling.

Bragging about 100K TPS with no-ops is like claiming your car hits 300mph falling out of a plane.

It misleads developers.
It misleads investors.
It misleads users.

Solana is fast and cheap for simple ops.
But hype like this erodes trust.

If Web3 is going to scale, we need honest metrics.

Mixed workloads, transparent breakdowns, not smoke and mirrors which Solana is famous for.

[Justin Bons @Justin_Bons]

The latest trend of crypto treasury companies/DATs is insane:

Getting a loan to buy a single token, only to borrow more based on that growing balance sheet;

Is degenerate behavior ill-advised for retail, let alone public companies!

Up forever or bust is the new pump & dump! 🧵

As this economic flywheel goes both ways, everything is fine as long as the price goes up forever...

However, when prices do eventually drop, most of these companies will become insolvent, unable to pay back their loans & unable to buy more

Eventually forcing them into bankruptcy or a sale, putting most of these tokens back on the market & accelerating the crash, creating a vicious cycle...

So much like a traditional pump and dump, it increases buying on the upswing & increases selling on the downswing. Making crypto prices far more volatile

While likely burning countless innocent people in the process, I fail to see how this is good for crypto in the long run. This is short-term opportunistic greed, not progress

Single asset portfolios, often traded at a premium, are not even a good product either. Their success is primarily due to their ease of access in traditional markets, where direct crypto exposure is still wrongly considered too risky, as this configuration adds significantly more risk than a crypto native fund, for example

The incentives can also be extremely skewed, as the owners of these companies can sell their shares before the collapse happens. Leaving investors holding a bag of falling knives. In other words, this allows the perpetrators of this scheme to make a lot of money while their customers get wrecked

This might not be true for all companies in this category, as they do not all operate under the same principles, but as far as I can tell, it is undoubtedly most, so buyer beware!

Many are motivated to support this trend, as it pumps up the price. However, our energy is much better spent on focusing on real fundamentals: On-chain usage, application & protocol revenue, DeFi & ofcourse, by increasing bandwidth, reducing latency!

The free market will fix this, even if it will be another lesson learned the hard way, as this cannot end well...

Fortunately, crypto has a lot more going for it than only gambling on purely speculative assets. The value of crypto's utility far outshines the speculation, a fact that only becomes clearer over time. That is why we must keep our eyes on the prize & not get distracted by dangerous schemes

Such "Dangerous schemes" have been a consistent theme in crypto's history:

A struggle between common sense & greed, where greed often wins. From Mt Gox & Celsius to LUNA, we keep having to learn these lessons the hard way. We have to do a better job at self policing this industry, by collectively recognizing the risk inherent in such dangerous schemes instead of generally promoting them...

That is what is good for crypto, not degenerate "up forever" treasury companies. We need to push back against this insanity, or we will also get swept up in that wave again 🌊

[Rick Barber @Rick_Barber_]

1/8 - Radix DLT: A Legacy Beyond One Man

The crypto world was hit with heartbreaking news: Dan Hughes, the founder and technical visionary behind @radixdlt, has unexpectedly passed away. Dan wasn’t just a founder — he was the soul of the project, the one who laid the first bricks of a system he believed could reshape decentralized finance from the ground up.

The reaction in the markets was immediate: a steep 50–60% drop in the $XRD token, amplified by panic and uncertainty. But while the loss of a founder can shake confidence, it’s vital to remember this:

Dan built Radix to last — beyond himself.

This article isn’t about price action. It’s about clarity, structure, and the vision that still stands. Because while one man is gone, the system he architected is stronger than ever.

[Lukas @lu5st]

FFS, @fuserleer

Since that devastating message yesterday, everyone’s been screaming the loudest “FFS” possible.

It hurts. It’s unbelievable. I had a dream about Dan and immediately woke up in the night, and haven’t slept since. This one hurts to the core. In times like this, you really feel how much you care about a human being, about a vision, about a community, about his family and loved ones.

I’m thinking about our time in London, about his incredible “fake Satoshi” story that happened at the booth earlier that day.

Thinking about our countless internal Hyperscale tests(running it from a laptop, on battery, on WiFi) and breaking an unbelievable 200,000 TPS with small-scale participation.

Thinking about our incredible Babylon launch live stream. I think it was something like six hours long. A lot of guests, a lot of celebration, and best of all, Dan joining and sharing his joy about hitting that big milestone.

Thinking about his relentless dedication - day and night, seven days a week - living his dream, making it happen. Through unbelievable setbacks and disappointments, through a grueling multi-month restructure. He kept going, he kept believing, while so many were pointing fingers and leaving.

But his core community was there. Around him. Until the end. And when I read all these messages, I see a lot of grief, a lot of tears, but also a sense of “now more than ever,” and the mentality to get Dan’s vision over the finish line. I’m more than ready to be a part of that as I see a wave of people sharing the same energy and defiance.

Whatever happens, all my thoughts and condolences go to his family and loved ones.
And I’ll never forget you, my personal hero. Who got me into this journey through his unbelievable Twitch live streams, sharing decentralized Twitter and “Radflix videos” running on a ledger: https://t.co/VC91eFX5H5

FFS.

[Ken 🎙️ @NFTMachinist]

TPS DOESN’T MATTER ANYMORE

Radix (XRD) has ended that race

It can process millions of complex txs per second w/finality in SECONDS

NO FAILED TXS
NO BOTTLENECKS

August brings the public speed test and their 1B XRD Airdrop campaign

Are you ready for RADIX?

#xrd #doitfordan

[Crypto_Girl @tadkis]

Today, the #RadixFam mourns the loss of Dan Hughes, the visionary who started it all. His absence is deeply felt, and no words can fill the space he leaves behind.
But the team Dan built stands strong, united by his vision and commitment to innovation. Radix will not disappear - his legacy will keep moving forward, carried by every builder, believer, and line of code he inspired.
We will honor Dan by ensuring the future he dreamed of becomes reality.

Deepest condolences to Dan’s family and loved ones. Rest in peace, Dan - you’ll never be forgotten. 🖤🖤🖤
https://t.co/piQWR1Fi1n

[PaulRello.xrd @chickenfinesse1]

The Radix community mourns the loss of its visionary founder, Dan Hughes, whose passing triggered a 50% drop in $XRD from $0.008 to $0.0036 now at .0046 a reflection of the void he leaves behind. Yet, Dan’s heart was in building Radix DLT, a DeFi platform meant to outlive any one person, crafted with unwavering dedication to transform finance. His creation, rooted in the robust Cerberus consensus and Scrypto, already powers millions of transactions, proving its strength. The Radix Foundation, though leaner, carries his torch, with a community and developers who believe in his dream of scalable, secure DeFi. This price dip is a moment of grief, not defeat. Markets waver, but Dan’s vision endures. Partnerships and ongoing progress show Radix is alive, driven by those inspired by his legacy. To investors holding $XRD, this is a time to honor Dan by staying steady, trusting in the foundation he built.

[Radix - Radically Different DeFi @radixdlt]

https://t.co/6gYAPvG2Ms

[Adam @Adam_XRD]

It’s hard to find the words with news such as this.

@fuserleer wasn’t just the founder of Radix. He was its core.

His conviction, clarity, and refusal to accept “good enough” inspired me and many others.

Dan and I shared countless deep conversations over the years.

About DeFi, sure. But also about human things. Being dads, cars, music, and much more.

He had an unwavering belief that systems, if built properly, could unlock a fairer future. He was brilliant, stubborn, kind, and unapologetically himself.

The Radix we’re building today exists because Dan refused to follow the crowd. He stepped back, rethought the whole thing from first principles, and built something no one else dared to.

Losing him is devastating. But what he built is real, it’s working, and it will endure.

We’ll honour Dan by building with the same rigour, humility, and ambition that defined him.

[WAGMI | We're All Gonna Make It @wagmidotglobal]

GM

There are almost 140k active addresses on @THORChain

There are only 480 holders of $RUJI

We're still very early

Whatever price action you see these days is just noise

Keep going @RujiraNetwork, current prices are not representative of what is being built

[Crypto_Girl @tadkis]

🛡️ Did you know? #Radix has never suffered a bridge hack or approval exploit – ever.

🔒 Native protocol design means your assets are safe from the issues that plague EVM chains.

$XRD #security
@APompliano @lawmaster @RichardHeartWin
@wormholecrypto @arbitrum @optimismFND
🛡️🔗

[Crypto_Girl @tadkis]

🚨 Top projects under $100M market cap just dropped – and $XRD is front and center.

💎 Despite massive DeFi innovation, atomic composability, and a full-stack L1, #Radix is trading at just $92M cap – lower than countless meme coins and L2 tokens!

🔥 Every previous bull run, undervalued L1s like $SOL and $AVAX surged 10x–100x after hitting these levels.

🧠 Market is sleeping on the only DeFi protocol with:
– 🚀 Real atomic composability
– 🛡️ Security by design (no hacks, no bridges)
– ⚡️ World-class wallet UX
– 💰 1B $XRD incentives rolling out

💡 If you missed $SOL at $100M, you know what to do…

$XRD #Undervalued
@balajis @cdixon @APompliano
@solana @avalancheavax @metisL2
🚀💎

https://t.co/oCB222Cx4P

[Crypto_Girl @tadkis]

👀 A DLT challenge by the @bankofengland is live:
https://t.co/pLVqVKMrOT

🚀 There are no protocols more ready than @radixdlt – the only L1 with built-in atomic composability and real, programmable on-chain assets.

✅ Radix matches every Bank of England DLT requirement:
– ⚡️ Massive scalability (286,000 TPS & 164,000 SPS, real public tests)
– 🛡️ Unmatched security (no bridge hacks, no approval exploits)
– 🔗 Protocol-level atomic composability & true interoperability
– 🧩 Real asset representation (assets are actual objects, not just balances)
– ⏱️ Instant finality (<8s)
– 🔄 Fully open, programmable L1 infrastructure

🏦 Radix is ready for global finance – a perfect fit for the Bank of England’s DLT vision.

$XRD #Radix
@balajis @cdixon @ErikVoorhees
@bankofengland @solana @ethereum
🚀🔗

[Astrolescent 👨‍🚀 @astrolescent]

Radix proposes a two-year campaign to reward real DeFi engagement

https://t.co/rymItwEa1g

A significant move by @radixdlt to boost ecosystem engagement!

We're ready to onboard the new users into Radix's DeFi landscape. LFG! 🫡

[toly 🇺🇸 @toly]

There is no reason to build an L2.

L1s can be faster, cheaper, and more secure.

They aren’t slowed down by a glacially moving L1 data availability stack, or have to compromise security with complex fraud proofs and upgrade multisigs.