M23 (💙,🧡) 🛸

Lets go crypto !=)

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US Treasury Secretary Bessent says Treasury buybacks announced yesterday could now MORE than double, exceeding $4 billion per operation.

Bessent said buybacks will increase “by at least double,” adding, “we have a big toolkit, so we’ll see.”

This comes just hours after the US 30Y Treasury Yield erased all of its decline following Wednesday’s announcement.

As predicted in post #8 of our analysis below, buybacks and broader intervention are likely to be much larger than markets expect.

This is a band-aid on a gushing wound.

[M23 (💙,🧡) 🛸 @Marc72944772]

🚀 Chainlink SmartCon 2025 is hitting NYC this Nov 4-5! Big brains, real-world blockchain talk, and future-of-finance vibes. Let’s gooo 🔗💥 #SmartCon2025 #Chainlink #Web3

[World of Statistics @stats_feed]

Annual inflation rate:

🇸🇾 Syria: 120%
🇦🇷 Argentina: 118%
🇹🇷 Türkiye: 44.38%
🇳🇬 Nigeria: 34.8%
🇪🇬 Egypt: 24.1%
🇻🇪 Venezuela: 23.58%
🇱🇧 Lebanon: 18.1%
🇺🇦 Ukraine: 12%
🇧🇩 Bangladesh: 10.89%
🇷🇺 Russia: 9.5%
🇰🇿 Kazakhstan: 8.6%
🇮🇳 India: 5.22%
🇧🇷 Brazil: 4.83%
🇵🇱 Poland: 4.7%
🇭🇺 Hungary: 4.6%
🇷🇸 Serbia: 4.3%
🇲🇽 Mexico: 4.21%
🇵🇰 Pakistan: 4.1%
🇯🇵 Japan: 3.6%
🇮🇱 Israel: 3.2%
🇨🇿 Czechia: 3.0%
🇿🇦 South Africa: 3.0%
🇪🇸 Spain: 3.0%
🇺🇸 USA: 2.9%
🇦🇪 UAE: 2.89%
🇬🇧 UK: 2.5%
🇦🇺 Australia: 2.4%
🇩🇪 Germany: 2.6%
🇳🇴 Norway: 2.2%
🇦🇹 Austria: 2.0%
🇩🇰 Denmark: 1.9%
🇸🇦 Saudi Arabia: 1.9%
🇰🇷 South Korea: 1.9%
🇨🇦 Canada: 1.8%
🇸🇬 Singapore: 1.6%
🇮🇩 Indonesia: 1.57%
🇮🇪 Ireland: 1.4%
🇫🇷 France: 1.4%
🇮🇹 Italy: 1.3%
🇸🇻 El Salvador: 0.29%
🇨🇳 China: 0.1%

Source: Trading Economics

[meow @weremeow]

new essay: on fluid

there is endless talk about all the foundations n vcs that "represent" ethereum, but far too little focus on the actual builders that actually push ethereum forward.

let's change that.

in this essay, i write about the concepts behind @0xfluid, the groundbreaking protocol built by my good friends and long term collaborators @smykjain, @sowmay_jain and @thrilok_kumar, who have been grinding away endlessly improving ethereum for years w little attention.

i was heavily involved in ethereum from 18-20, including being part of key ideas like smart accounts and wbtc, and it kinda tough to see the current identity crisis engulfing the ecosystem.

it is my strong belief that focusing on the builders who are actually pushing the technical limits of ethereum forward is the only way for the community to emerge stronger than before.

link: https://t.co/fMcuJBLWDX

[Wolf of X @WolfofX]

Ever thought about viewing the world differently..? This thread on cool maps is here to blow your mind

1. All roads lead to Rome

[CZ 🔶 BNB @cz_binance]

Which key is available on Windows and Linux, but not on Mac?

[Aylo @alpha_pls]

Our industry is used to seeing fake partnerships with TradFi, so I think there's almost a learned habit to ignore them because so many went nowhere in the past.

This is not like the rest. It's genuinely all real. You can just do 10 minutes of research to verify it.

Trillion dollar companies. Trillion dollar volumes will eventually flow through Chainlink.

11,000 banks (Swift) brought onchain via Chainlink.

Real live products, alongside all of their DeFi infra offerings.

None of this is priced in. Quants and analysts in the space have done zero maths.

No one even realizes how large Chainlink's annual revenue is currently.

Chainlink revenue is: SCALE deals + BUILD deals + fee sharing (GMX, SNX, JOJO, other data streams users) + point of use services like CCIP (this is the thing that will grow extraordinarily due to TradFi usage).

For reference, right now most L2s and L1s are paying Chainlink $10-30M annually to provide oracle services for their chain on behalf of their apps. That's likely somewhere in the range of $200-500M in revenue just from SCALE.

It will be extremely obvious in hindsight, and most on CT will miss it because they will be unable to pivot and away from old heuristics like "muh, dino coins pump less".

Chainlink isn't a dino coin. Dino coins are akin to memecoins where the token just exists and nothing about the project has changed in years.

Chainlink grows stronger year on year as one of the most innovative start ups in crypto, building new products that push adoption in the space forward. They literally bootstrapped all of DeFi when they launched price feeds. They probably have the most powerful network effects of any business, and possibly the biggest moat with their TradFi and capital markets partnerships.

Chainlink are the single biggest beneficiary of a new friendly US regime.

They have been held back immensely, and had to be extremely careful with the token's utility due to a corrupt SEC and regulation by enforcement.

This isn't hopium. The only thing that was unclear was the timeline for all of this to play out, which is much clearer now because of the US regulatory unlock.

The $LINK token has tested the patience and sanity of even the most ardent supporter, but the marines are going to be right, and I think it's their time.

[M23 (💙,🧡) 🛸 @Marc72944772]

@rob_inwoods @MitosisOrg @Chromo_Exchange How can we stake our ETH for LSTs like mETH or weETH?

[M23 (💙,🧡) 🛸 @Marc72944772]

@naiivememe @songfindercat

[M23 (💙,🧡) 🛸 @Marc72944772]

₿itcoin’s wild side, amplified. @SideProtocol
$SIDE Genesis Drop: https://t.co/m39DQ0OgMY

[M23 (💙,🧡) 🛸 @Marc72944772]

@Luke_mitosis @MitosisOrg good summary thanks!

in case someone needs referral or superpass code:

45KWDS

2MQSV9COBH
CF5HH3DO6V
D0DPD2LDQS
HJG7CD3U7C

[Fishy Catfish @CatfishFishy]

24 hours apart

Founder of Chainlink vs Founder of Pyth

There is no second best

[⚡BitBuyer313⚡ @BitBuyer313]

The only #Bitcoin graph you need to understand.
Few.

[M23 (💙,🧡) 🛸 @Marc72944772]

@Sergoshi_Meme

[M23 (💙,🧡) 🛸 @Marc72944772]

@corleonescrypto you're talking about SN = SN $sergoshi , right?

[M23 (💙,🧡) 🛸 @Marc72944772]

@cryptocom $sergoshi - without a doubt