@kate_young_ju@IT_Tech_PL@ki_young_ju I have 4 point wont happen in this cycle:
1. Holders/traders BTC havent used BTC/ALT/BTC pair, they just concern about BTC/USDT/BTC bc they cant assume #Alt is enough good for return. So, altseason isnt repeat again.
Why Wednesday's CPI matters more than most. Officials have forecast that disinflation resumes once recent shocks fade. Instead the shocks keep overlapping and confidence in that forecast is slipping.
A mild reading this week would validate the forecast and relieve pressure on Kevin Warsh after last month's press conference raised doubts about his strategy. A firm one raises the stakes for what he says next and for the September meeting. https://t.co/AqOSmGxfqw
Sky Protocol delivered its 5th consecutive positive quarter in Q2 2026, generating $107.35M in Gross Protocol Revenue and $33.29M in Net Protocol Surplus.
Q2 results across the protocol and ecosystem are detailed below.
Read the full report ↓
BREAKING: No single blockchain can handle DTCC’s $4 quadrillion in annual settlements, according to its Head of Digital Assets.
“We're working with Canton, Stellar and a few others.”
How should you value a digital asset?
At Grayscale, we view crypto on a spectrum.
Some assets, like $BTC, are digital commodities driven by supply and demand.
Others, like $HYPE, are tied to revenue and can be valued with cash flows.
Read the full stack post from @lowbeta here:
https://t.co/ghWa4nwWhr
Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY
Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.
Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF
Financials Crypto Sector protocols like $HYPE @HyperliquidX, powered by real cash flows, stablecoins, tokenization, and blockchain adoption, are outperforming Consumer & Culture Sector tokens.
Read how markets are rewarding fundamentals from @LowBeta on the Stack:
https://t.co/LmoHMbjQR3
100 yrs of stock market: From 1926 through 2025 (30k stocks analyzed) - just 27.6% of stocks outperform the market / 60% of stocks incurred wealth reductions / the median stock returned -6.9%.
46 firms accounted for half of the wealth created by the stock market ($91 trillion net wealth creation).
https://t.co/wGREigqZi6
🇬🇧 NEW: BlackRock, Goldman Sachs, JPMorgan, Morgan Stanley, Ripple, and 49 other firms have joined the UK’s tokenization taskforce to develop live tokenization use cases across financial markets.
Tokenized equities are one of the clearest examples of blockchain adoption in financial markets today. Three models are emerging:
↳ Wrapper: Token wraps equity held in an SPV (Special Purpose Vehicle). 70%+ of tokenized stocks use this model today.
↳ Entitlement: @The_DTCC is bringing existing securities onchain via the @CantonNetwork.
↳ Issuer-sponsored: Companies issue stock natively onchain. @Securitize did it first at its NYSE listing. Favors @ethereum, @solana, and @avax.
Read more on tokenization from Grayscale Research on the Stack: https://t.co/tgYhqh2VNR