Rayn

What's yours won't pass you by

[Rayn @Rayn_Jobs]

The current stage of Web3 needs not more investment, but better quality selection

Today, capital shapes the market far more than technology does

Whatever gets funding, attention, and liquidity becomes the industry standard

That’s why the responsibility of funds is not just to chase growth, but to set the bar

We see the key risk in Web3 right now not as a lack of ideas, but as an oversupply of weak solutions being scaled too early

Products without sustainable economics

Infrastructure without real demand

Decentralization without necessity

Strong projects don’t start with a token or with marketing

They start with a clear understanding of the problem, thoughtful long-term architecture, and the ability to survive adverse cycles

It’s exactly those teams and those approaches that matter in the long run

The market will cleanse itself

The question is not whether it will happen, but who will pass through the filter

We are betting on deliberate selection and long-term resilience, not on speed and noise

[PlanB @100trillionUSD]

Global bitcoin ownership estimates ~365M people, or 4-5% of world population.

Market capitalization relative to gold (~$1.28T vs ~28T) also points to roughly 4-5% bitcoin adoption.

In logistic (S-curve) terms 4-5% BTC adoption is in the region where % growth rates remain high.

[Cointelegraph @Cointelegraph]

🔥 UPDATE: Strategy CEO Phong Le says Strategy’s capital structure is designed to keep $MSTR resilient through every phase of the Bitcoin cycle.

[CoinMarketCap @CoinMarketCap]

LATEST: 📊 Ethereum staking hit a record 40.2M ETH (33% of the supply) in Q2 2026 driven by institutional inflows, while staking yield fell to 2.84%, per Bitwise.

[Michael Saylor @saylor]

Bitcoin’s security is a shared responsibility.

Today we are launching the Bitcoin Security Consortium, backed by $15 million in commitments to support the developers and researchers strengthening Bitcoin for the decades ahead. https://t.co/J2VbkgJRZm

[CoinMarketCap @CoinMarketCap]

LATEST: 🇯🇵 JCB, Japan's largest card network, has signed an MOU with Circle to explore stablecoin payments for its 40 million merchants.

[Cointelegraph @Cointelegraph]

⚡️ INSIGHT: Surging volume on Robinhood Chain renews optimism about Ethereum, even among critics. Trader loses $1M due to a phishy token approval, and more news.

Hodler's Digest via Cointelegraph Magazine

[Brian Armstrong @brian_armstrong]

Sad state of affairs when most mainstream media journalists can’t be trusted to tell the truth at this point.

As a founder, you have to hunt to find the good ones and spend more of your time going direct or with new media, bypassing them entirely.

Many traditional media companies got disrupted by tech, and therefore came to hate tech. So they have a conflict of interest in all tech reporting, even if they don’t disclose it. Others are mainly political propaganda organizations at this point (Marxist etc) and try to label it journalism to prey on ignorant people.

Actual journalism is important and even heroic at times (war zones etc), it just isn’t practiced very often by traditional media companies any more, which is a shame and why we need new media companies.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇭🇰 Hong Kong Public company Boyaa Interactive buys 108 BTC for its treasury

This brings their total to 4,201 bitcoin 🚀

[Brian Armstrong @brian_armstrong]

The US Constitution was the most important political innovation ever, but it's missing two important things:

1) A cap on the growth of government spending
2) A requirement for hard-backed currency

Without them, every democracy drifts toward more debt and eventual loss of reserve currency status (see The Changing World Order). The US is $39T in debt, and adding $1T roughly every 100 days, with interest payments now exceeding the defense budget. There is no mechanism to stop it.

Politicians get elected by promising free stuff using other people's money. Some voters get a benefit today, while the negative impact of the spending goes to future generations who can't vote yet. The incentive structure is broken.

What fixes it? A new constitution somewhere on the frontier (Mars, special economic zones, cyberspace), an amendment that aligns incentives in the current system (politically challenging), or hyper economic growth (AI + robotics + crypto) to outpace inflation.

[Michael Saylor @saylor]

Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/AUoUCtem53

[Ash Crypto @AshCrypto]

Rich Dad Poor Dad author Robert Kiyosaki says $ETH could hit $95,000 by mid-2027.

That is a 60x jump from the current price.

[Cointelegraph @Cointelegraph]

🐋 LATEST: Santiment reports wallets holding 10–10,000 BTC have sold 45,074 Bitcoin over the past 8 days as $BTC fell below $60,000 for the first time since October 2024.

[Brian Armstrong @brian_armstrong]

👀

[Cointelegraph @Cointelegraph]

🔥 TODAY: Cathie Wood’s Ark Invest bought 210,121 shares of SpaceX $SPCX stocks worth $32.5M across its ETFs.

[Cointelegraph @Cointelegraph]

🇺🇸 UPDATE: Fed Chair Kevin Warsh is scheduled to deliver his first Congressional testimony on monetary policy on July 14 before the House Financial Services Committee.

[Cointelegraph @Cointelegraph]

⚡️ NEW: Nasdaq launches the Nasdaq Economic Institute, with AI as its first major research focus.

[Brian Armstrong @brian_armstrong]

Excited to be growing our relationship with Proshares.

Proshares is a leader in the leveraged ETF industry, and a big driver of volume/liquidity to crypto (and Coinbase Derivatives). Looking forward to working more together!

[Cointelegraph @Cointelegraph]

🔥 NEW: Dell stock is up 80% since President Trump told people to "go out and buy a Dell" on May 8th, adding $120B in market cap, per The Kobeissi Letter.

The surge followed a $9.7B Pentagon contract win and stronger than expected earnings.

[Cointelegraph @Cointelegraph]

🚨 UPDATE: Anthropic says it expects to bring Mythos-class models to all customers in the coming weeks.

[CoinMarketCap @CoinMarketCap]

LATEST: 🇺🇸 Senator Cynthia Lummis is urging passage of the CLARITY Act, warning that failure to pass it would leave software developers exposed to prosecution "just for publishing code."