Already down ~5% on $NFLX
Their retention is good despite price hikes & adverse macro environment.
But tbh, their m&a and content releases have been abysmal recently.
Gonna spend the next few days thinking about both sides of the argument.
Not against cutting my losses early and rotating that cash into my winners.
(Leaning towards cutting my losses)
Silver is coming onchain. 🥈
Dominion is launching the first tokenized silver on Solana, backed 1:1 by physical silver.
Early buyers get 10% off spot price. Alpha vault includes 60-day vesting with weekly unlocks.
Join the waitlist: https://t.co/X40J90EG8a
APYX TGE date has been LOCKED IN for 13 October:
🅰️S1: 5% 🪂 → Ended today
🅱️S2: 6% 🪂 → Ending October 11
That's a total of 11% of @apyx_fi's total supply up for grabs to Pip holders.
S1 participants ALSO get a 20% boost during S2 AND an an even larger pie to share from!
☕️ GM! Here are the most important market events over the last 24 hours:
🌍Market Overview:
🔸 April US jobs beat: +115K vs +62K est, with March revised up to +185K. Unemployment held 4.3%, wages eased to 0.2% MoM. Labor still hiring through tariffs, which trims June Fed-cut odds. #NFP
🔸 The DOJ and CFTC are reviewing $2.6B in oil futures trades placed minutes before Trump's Iran announcements: $500M on Mar 23, $960M on Apr 7, $760M on Apr 17, per ABC News.
🔸 CoreWeave Q1 revenue $2.08B, up 112% YoY. Backlog hit $99.4B, nearly 50% higher q/q. Net loss $740M and 2026 capex guide $31-35B sent CRWV down 5% AH. FY guide reaffirmed at $12-13B. #AI
🔸 Trump set a July 4 deadline for the EU to comply with the trade deal or face 25% tariffs on cars and trucks, up from 15%. Autos are 8% of US-EU trade. Came after a call with EC President von der Leyen.
🔸 ARM Q4 set a record $1.49B revenue but the stock fell 5% on AI chip supply constraints. CEO Rene Haas said only $1B of $2B+ AI chip demand has secured supply. Smartphone chip sales also turning negative.
🔸 Apple has pulled high-RAM Mac mini and Mac Studio configs as the memory crunch continues. Higher-tier options gone, shipping delays elsewhere stretching into months. AI servers are eating global DRAM.
🪙Crypto Updates:
🔸 The White House targets July 4 for Congress to pass the Digital Asset Market Clarity Act, said Patrick Witt at Consensus Miami. Senate Banking markup this month, full Senate June, House before Independence Day.
🔸 #Coinbase Q1 missed: revenue $1.41B (vs $1.49B est), EPS -$1.49. But market share hit a record 8.6%, derivatives volume +169% YoY, and prediction markets ARR crossed $100M in under 2 months. COIN -5% AH.
🔸 Ondo, Ripple, JPMorgan, and Mastercard settled the first cross-border tokenized US Treasury redemption on the XRP Ledger in under 5 seconds, May 6. Fiat delivered to a Singapore bank outside banking hours. #crypto
🔸 Germany's Finance Minister Lars Klingbeil moved to scrap the 1-year tax-free crypto holding rule, replacing it with a flat 25% capital gains tax from 2027. Targets €2B+ in fresh revenue. Fourth attempt in 18 months.
🔸 Nasdaq President Tal Cohen said the SEC's more proactive stance lets market operators experiment with blockchain infrastructure and tokenized assets. Nasdaq is investing in always-on market infrastructure.
🔸 Bitcoin treasury firms outlined a $3 trillion BTC-backed digital-credit market at Consensus Miami. About $10B has already been issued, framed as the next institutional unlock after spot BTC ETFs.
AAVE HAVE RAISED $160M TO COVER THE HOLE
AAVE have so far raised $160M to cover the bad debt from the Kelp DAO Exploit, at defiunited.eth. The largest contributors are Mantle and AAVE DAO, who together raised 55,000 ETH or $127M.
Will AAVE be able to cover the exploit?
> be lazarus group
> hack kelp dao for $292m rsETH
> don't dump it, pawn it on aave, borrow $190m clean ETH against it
> $8b tvl flees aave in 48h, first real defi bank run
> arbitrum security council freezes $71m (the only money ever recovered)
> push the remaining $175m into thorchain, pay the protocol $494k in fees for the service
> convert to btc, shatter into utxo confetti across thousands of addresses
> bridge to tron, swap for USDT
> chinese OTC brokers aggregate the flows, settle via unionpay, outside SWIFT, outside sanctions
> cash lands in pyongyang, funds the missile program
> 7 days, 9 protocols, all 100% public on-chain, nobody stops any of it, defi btw