Aurelius

Crypto & onchain markets // tracking news, launches, flows and whatever moves the market

[Aurelius @aureliusdefi]

The NYSE's parent company working with OKX on tokenized stocks.

Someone check on the guy who said blockchain was a fad in 2018.

[Aurelius @aureliusdefi]

The owner of the NYSE teaming up with OKX to pursue tokenized stock trading still sounds like something crypto Twitter made up.

Except it isn't.

Wall Street is getting very comfortable with the technology it spent years questioning.

[Aurelius @aureliusdefi]

Here's a number I didn't expect.

Visa says Rain has used onchain credit to finance $2B in settlement volume since 2023.

Thousands of automated borrow and repayment events.

Zero defaults reported and people still think onchain finance is just trading tokens.

[Aurelius @aureliusdefi]

Banks spent years being skeptical of crypto and now some are getting involved in stablecoin issuance and building onchain settlement systems.

Quite the plot twist if you ask me.

[Rain @raincards]

Register: https://t.co/x2xTjm6Nqu

[Aurelius @aureliusdefi]

That chicken looks like it needs a vacation 😭

[Carie pronounced 🚙E @acoupleofwhiles]

Good morning☀️ Happy thirsty Thursday! ☕️☕️ It’s almost Friday, but first we need coffee, caffeine, and a reason to smile. Hang in there, we’re almost to the weekend! Have a great day everyone!🫶

[Aurelius @aureliusdefi]

BTC really loves giving back the whole weekend in one morning

[tim | quant @quantlibrary]

GM ☕️

$BTC is starting the day with a small sell-off.

With that, we have now retraced the entire weekend move.

Price has found first support around the range POC and has already produced a small bounce.

However, unlike yesterday, I have not decided to hedge with a long here.

📊 Order Flow

The reasoning is straightforward:

-> No evidence of trapped traders below
-> No signs of absorption of aggressive selling
-> Spot CVD remains mostly flat, indicating a lack of meaningful demand

Without these confirmations, I don't see enough of an edge to participate in the middle of the range.

🎯 Plan

Under the current conditions, I’ll remain patient and wait for the next range extremes to get tagged.

The mid-range is simply not attractive enough for me right now.

My intraday hedge long from yesterday was stopped out in profit during this move, leaving me with around 2R on the setup.

New day, new opportunities.

Wishing everyone a profitable day in the markets! 🤝

[Aurelius @aureliusdefi]

$1.2B spent through stablecoin linked cards in September which is roughly 3x last year. I'm still waiting for the nobody actually uses stablecoins crowd to update the spreadsheet.

[Aurelius @aureliusdefi]

Bitcoin traders checking the 10 year treasury before checking bitcoin

We have come so far

[Aurelius @aureliusdefi]

BTC went from $86.6K to below $84K.
DOGE -5%.
ETH -3.5%.
XRP nearly -3%.
Oil jumped, yields followed and the dollar strengthened.
Sometimes I feel like the entire crypto market gets a reminder that it does not in fact live on its own planet.

[Aurelius @aureliusdefi]

Anybody else notice how alts barely move when Bitcoin pumps lately?

[Aurelius @aureliusdefi]

2024: should stocks be onchain?

2026: okay but can I trade the pre IPO AI company at 2am

[Aurelius @aureliusdefi]

@cryptodotnews There are already millions of people using card and wallet programs built with Rain so I think putting reserve management and stablecoin issuance under OCC supervision gives the US aspect of that business a lot more room to grow.

[Aurelius @aureliusdefi]

$2.7B sitting in tokenized cash funds is getting hard to call experimental.

Spiko  raised another $90M and says 10,000+ businesses and individuals across 25+ jurisdictions already use its funds.

Turns out boring assets work pretty well onchain.

[Aurelius @aureliusdefi]

A green week can make a poor decision look wise. A red week can make a sound one look foolish. Keep some record of why you acted. Memory has a habit of editing your reasons to match the chart.

[Aurelius @aureliusdefi]

@LFGCAPO I put weight on Deutsche Telekom having a required role but that alone says little about reliability. I can't point you to a public monitor. I'd want to see how long messages wait when a required signer goes offline.

[Aurelius @aureliusdefi]

Putting Deutsche Telekom in the required signer set is pretty bullish

[Telcoin Enthousiast ⓣ @TelcoinFan77]

🚨 Deutsche Telekom appears in Telcoin’s bridge security configuration—and its role is mandatory. 👀

The Telcoin Association’s public repository specifies a LayerZero verification setup for Ethereum, Base and Polygon that requires approval from:

✅ LayerZero Labs
✅ Canary
✅ Deutsche Telekom
➕ At least one of Nethermind or FCAT

Three mandatory verifiers plus one additional approval. Deutsche Telekom’s verifier must sign off before a bridge message can be accepted under this configuration.

Why is that exciting?

Secure bridges are essential infrastructure for connecting Telcoin Network with the wider crypto economy. A blockchain’s opportunities expand when assets can move safely between ecosystems.

Deutsche Telekom MMS brings its own European Open Telekom Cloud infrastructure to those checks. Alongside LayerZero Labs on Google Cloud and Canary on AWS, that adds diversity across operators and infrastructure.

That’s a concrete engineering choice: Telcoin has selected a major telecom company’s existing verification service as a compulsory part of its planned bridge security.

The repository still leaves the Telcoin Network configuration pending, so this is evidence of preparation—not confirmation that the complete bridge is live or that Deutsche Telekom is a Telcoin Network consensus validator.

But the direction is bullish: Telcoin is building toward connectivity with Ethereum, Base and Polygon, with multiple independent organizations checking the messages that move across its bridge.

For a project built around telecoms and blockchain finance, seeing Deutsche Telekom in that security design is a development worth watching. 🔥

@telcoin $TEL #Telcoin #TelcoinNetwork #DeutscheTelekom

Source: https://t.co/EpVV1tUQ6A

[Aurelius @aureliusdefi]

We ask whether an AI agent can trade, hold a wallet and make payments. I would also ask who can stop it when it gets things wrong. Giving software money is the easy part. Giving it sound limits takes more thought.

[Aurelius @aureliusdefi]

Changing your mind on a token feels harder once you have spent six months defending it in public. Your old tweets are not a debt you owe the market. You are allowed to learn something.

[Aurelius @aureliusdefi]

memecoins can be a joke and still involve real money. Enjoy the joke. Just remember that the people telling you not to take it so seriously may take their exit very seriously.