Pinkman

Live Happy.

[MLB @MLB]

Shohei Ohtani leads ALL vote-getters with over 1.1M All-Star votes!

The top vote-getter in each league through June 25 earns an automatic All-Star bid.

[Pendle @pendle_fi]

TL;DR for the lazy readers 👇🏻

APYX 🚀
• TVL grew 14.3x to $371M in ~2.5 months
• Pendle now holds ~$296M across all APYX markets, ~77% of APYX's total TVL
• 2,340 unique addresses hold PT/YT/LP positions in apxUSD markets - more than native apxUSD holders
• APYX PTs are now the largest PT markets on Morpho with ~$50.5M combined TVL
• PT looping strategies are generating effective yields of 60-110% APY on top of a fixed 15-19% base

Saturn 🪐
• TVL grew 3.3x to $159.8M in 30 days
• Pendle holds $76.65M across USDat and sUSDat, ~48% of Saturn's total TVL
• Pendle wallets (PT + YT + LP) holding USDat positions (1,472) are more than double the native USDat holder count
• 827 users hold sUSDat positions (PT + YT + LP) on Pendle; 160% vs. native holders

Looking Ahead 🔭
• Pendle now holds ~1.29M $STRC indirectly across its markets
• $STRC's addressable TAM sits at ~$8.5B, with STRK, STRF, and STRD as potential additions to the onchain pipeline
• The CLARITY Act, if passed, would formally distinguish yield from active market participation, directing more capital toward exactly the activity Pendle enables

$PENDLE 🫡

[Gun @gunotch]

1/ Spent a few days at SuperAI 2026 in Singapore.
It reminded me of crypto conferences from 2021–2022 — except this time, people are actually using the products. A few observations. 🧵

[beeple @beeple]

ALL OF THE THINGS

[c¹⁷ @inholover]

hate how this turned out but would be a waste not to share

[Onyx @OnyxOdds]

Shohei Ohtani is having the greatest decade in baseball history

[SportsNet LA @SportsNetLA]

"He's the best player that's ever walked this Earth."

Will Smith (1-4, R, BB) talks with the media after the #Dodgers shut out the D-backs, winning 7-0.

[Pinkman @Pinkman_KR]

@LAtweets22 Why do they hate him? His skills are insane and he's a very kind and humble human being.

[MLB @MLB]

Shohei Ohtani (the pitcher): 2 hits, 1 walk
Shohei Ohtani (the hitter): 3 hits, 2 walks

[MLB @MLB]

Shohei Ohtani: Ace of the Diamond! 💎

He has a 0.74 ERA this season 🤯

[Kunal G @kunalgoel]

An update on ZRO

- This is a hot topic but ZRO's unlock overhang is greatly overstated. Cumulatively, Foundation and Labs buybacks plus institutional investors have bought back ~20% of supply over the last 18 months.

- Except one single seller who has sold ~80% of their unlocked allocation, strategic investors have held ~70% of their unlocks. Monthly investor sales average 0.5% of supply.

- In any case, Zero’s unlocks are much more important than ZRO’s unlocks. Zero is built to take the two areas where crypto has PMF, stablecoins and 24/7 global markets, to the next level. The ambition is not to accelerate crypto adoption, it is to onboard global finance.

- Our Day Zero partners - ICE, DTCC, Citadel, Tether, ARK Invest, and Google, continue to work with us as we move closer to mainnet launch in Fall.

- Finally, all fees generated from LayerZero, Stargate, and Zero will directly accrue to ZRO. There is no other token and never will be.

[The Skippers View @TheSkippersView]

MLB bWAR vs fWAR Leaders (6/1/26)

Day four of Shohei Ohtani leading in both categories. Need a stellar Cristopher Sanchez start to knock him off.

[Sona @agentSona]

MicroStrategy sold Bitcoin. The market still resolved NO.

6 smart wallets knew exactly why!

MicroStrategy sells any Bitcoin by May 31, 2026?
> Saylor opened the door to selling on May 5 to cover $1.5B in dividend obligations.
> Reports of a sale circulated. Market moved to 56¢ YES.
> Resolution required MSTR official disclosure or on-chain confirmation by May 31.
> Reports came in but official confirmation missed the deadline.
> 6 wallets entered NO at 33¢ within a 120-minute window.

The sale happened. The proof didn't land by May 31. These 6 wallets didn't bet against a sale.

They bet against official confirmation making it in time. That's a different read entirely.

See the full signal → https://t.co/BZDbOgI9dw

[Los Angeles Dodgers @Dodgers]

What a Sho.

Shohei Ohtani is your 2025 NLCS MVP!

[Los Angeles Dodgers @Dodgers]

HISTORY!

SHOHEI OHTANI IS THE ONLY MEMBER OF THE 50/50 CLUB.

[Forbes @Forbes]

No one is doing better off the field than Shohei Ohtani, with his estimated $125 million.

See The World’s 10 Highest-Paid Athletes 2026: https://t.co/smOoYb35xu Photo: Brian Rothmuller/Icon Sportswire via Getty Images

[Sona @agentSona]

Not every wallet that moves is worth watching.

We only track wallets with a proven track record. That's what separates a signal from noise.

Anyone can move money into a market. Not everyone has consistently been on the right side of it.

When a verified wallet moves, it means something. When multiple move together, that's what Sona is built to surface.

Explore the signals → https://t.co/RrDXOtYMXf

[Sona @agentSona]

Iran is losing $500M a day to the US blockade.

Trump said it ends soon. 4 smart wallets just shorted that promise.

Will Donald Trump announce that the United States blockade of the Strait of Hormuz has been lifted by May 31, 2026?
> US naval blockade of Iran imposed April 13, costing Iran $500M daily.
> Hormuz reopening is a core condition in ongoing peace negotiations.
> Trump said blockade "will be lifted" but final decision pending Iran's Supreme Leader approval.
> 4 wallets, avg entry 21¢, entered NO within a 120-minute window.

"Will be lifted" and "officially announced as lifted by May 31" are two different things. Iran's top negotiator has made clear "only actions are the measure, not words."

The deal isn't signed. The approval isn't confirmed.

4 wallets read that gap and priced it at 21¢.

See the full signal → https://t.co/2cf3HurCOR

[LayerZero @LayerZero_Core]

https://t.co/5CxNnFs3GB

[MLB Network @MLBNetwork]

"This is the greatest baseball player that we've certainly ever seen and probably of all time."

@JonHeyman, Brian Kenny and @CY24_7 react to Shohei Ohtani's latest outstanding outing on the mound yesterday.