TSaraiva

[TSaraiva @TSaraivaa]

@credo__v where is my solana season

[Credo @credo__v]

Risk is repricing since Warsh's first FOMC. The Fed held but leaned hawkish, no forward guidance and a 2026 hike back on the table, 2Y yields at a one year high and the dollar surging.

SPX, gold and crypto have all sold off since. bitcoin:native is back under $63K with market breadth near total red.

The stress is bleeding into the MSTR complex, where $STRC has depegged to ~82.5 against par as $MSTR slides on the day.

aster-2:native has fully retraced yesterday's buyback pop and then some. solana:megaA5QDK1qLXtjpvg9oCFMvxT9d5BCMrVTBddnM5kV the lone standout, still green on MOSS.

Full card below.

[Credo @credo__v]

hyperliquid:native tagged new highs again yesterday, one of the standout runs of the cycle on real usage and steady buybacks.

plasma:native strong all week into today's Plasma One launch. @Kairos_Res flagged earlier that only ~400 wallets hold the 100k plasma:native a Platinum card requires, so nearly every upgrade means buying plasma:native on the market to qualify.

aerodrome-finance:native and $VELODROME sold into the $COIN event but have stayed bid since, July merge still ahead.

Majors pulling back after the early week run, some risk off creeping in before the FOMC.

Details below.
Hyperliquid

[Credo @credo__v]

Another story that we broke first, minutes ahead of other aggregators, only on our telegram wire ↓

https://t.co/VQ1bbAuXqU

[TSaraiva @TSaraivaa]

@PrimordialAA @BrotherVonDoom @_Wdevil_ problem is this fee-switch can take years to come, given how low the participation was on past votes. Any plans to change it?

[TSaraiva @TSaraivaa]

@dragonisnear so people would be able to trade on hl without positions seem on chain? or how would that work?

[Credo @credo__v]

The biggest crypto story of the year.

First to break it.

We just relay what we pick up, you form your own take.

Posted on Credo Wire first ↓

[Credo @credo__v]

* $ZEC DISCLOSES "ORCHARD COUNTERFEITING VULNERABILITY" ALLOWING UNLIMITED ZEC MINTING; FIX DEPLOYED, CLAIMS NO FUNDS LOST: X

[Bb @bitbitcrypto]

https://t.co/3ZmrpG1SfS

[Credo @credo__v]

We are excited to announce the launch of our Credo channels on Telegram.

Join to receive 24h crypto market coverage.

Credo Wire: Realtime, market moving alerts and breaking news.
https://t.co/DsLCpd4NIX

Credo Insights: Snaps from our daily desk briefings, shifting altcoin narratives, and protocol research.
https://t.co/6xzeaZhPEc

Keep clicking.

[Credo @credo__v]

Risk off across the board.

Global yields up (US 30Y 5.12, JGB 2.72 29yr high), Brent $109, alts bench -6.13%.

thorchain:native -15% on the Asgard Vault exploit.
hyperliquid:native caught BBG fire as CME and NYSE push for US regulation, Policy Center pushing back.

Full recap below.

[Credo @credo__v]

@audy_xbt sat down with @InsilicoTrading and talked through how a crypto prop desk actually operates. From hiring and allocations to managing the drawdowns.

Give it a listen and hit us with any questions you have.

[TSaraiva @TSaraivaa]

@d_gilz https://t.co/dTisEGhlBq

[Credo @credo__v]

COVENANT AI LEAVES BITTENSOR, CITING CENTRALIZED CONTROL AND PUNITIVE ACTIONS BY FOUNDER JACOB STEEVES : X
$TAO

[TSaraiva @TSaraivaa]

@eboadom any hints???

[Credo @credo__v]

Paradigm-backed Across Protocol explores letting ACX holders exchange tokens for equity
— THE BLOCK
$ACX

[TSaraiva @TSaraivaa]

@FabianoSolana @sssionggg any guesses on what it could be?

[TSaraiva @TSaraivaa]

@Marczeller @Fiskantes wdym by this?

[TSaraiva @TSaraivaa]

@hexonaut the buyback threshhold

[TSaraiva @TSaraivaa]

@hexonaut one last question, the threshhold is at $1mi right?

[TSaraiva @TSaraivaa]

@hexonaut just dont understand why on dashboard it says its below buyback threshhold