ChasingGwei

[Ondo Finance @OndoFinance]

The biggest IPO in history.

Tokenized on day one.

SPCXon, coming to Ondo Global Markets.

[Bull Theory @BullTheoryio]

BREAKING.: Biggest privacy token $ZEC crashed over -50% in the last 24 hours and wiped out $5 Billion from its market cap.

The flaw was hidden inside Zcash's Orchard privacy pool since May 2022 and remained undetected for nearly 4 years despite multiple security audits.

Security researcher Taylor Hornby reportedly used Claude Opus 4.8 AI model to build a working proof-of-concept that successfully generated counterfeit ZEC in local testing on May 29.

Although the bug has now been patched on June 2, The issue is that Zcash's privacy design makes it impossible to know if any fake ZEC was minted before the fix. Unlike Bitcoin, where anyone can verify the supply, Zcash's privacy design makes it impossible to audit whether fake coins were secretly minted before the fix.

The team denies any fake ZEC was minted, but traders are selling on the fear alone. Imagine someone secretly adding extra chips to a casino, but because of the way the system works, neither the casino nor the players could tell which chips were real and which were fake.

Shielded Labs is exploring a proposed Network Upgrade to allow anyone to verify the integrity of Zcash supply.

[Ondo Finance @OndoFinance]

The next financial system is being shaped.

Ondo is building the tokenization engine, distribution network, and institutional standard to power the next phase of global markets.

The legacy financial system was built for the few, tokenization is opening it up to everyone.

[Dan Gambardello @dangambardello]

All the sudden, U.S. Bitcoin strategic reserve announcement at the confluence with Clarity Act passing, then crypto pivots to catch up with equities, business cycle expansion, and massive repricing begins.

Shock to the upside insanity commences.

Imagine…

[Stacy Muur @stacy_muur]

I feel like the timeline is too pessimistic again.

Here are some major companies actively building on Ethereum ↓

EY
Nike
Visa
Meta
Sony
Block
Stripe
Adidas
PayPal
Fidelity
Shopify
Revolut
Walmart
Samsung
JPMorgan
Starbucks
BlackRock
Robinhood
Mastercard
McDonald’s
Google Cloud

The future is bright anons.

[Stacy Muur @stacy_muur]

I waited a while to try out the new @OndoPerps platform.

I'm not the best trader out there, so this was a lucky one. My attention is actually elsewhere.

For example, the fact that I'm able to use NVDA as collateral to long oil.

By now, I'm used to seeing stocks just sitting idly in my brokerage account. On Ondo Perps, I have the option to use those same stocks as collateral on a perp trade.

Here are some interesting setups I was able to do:

→ Long gold (XAU) at 20x using AAPL as collateral
→ Short the S&P 500 while holding NVDA
→ Long oil with MSFT as margin

Beyond these unique core features, it’s also a great opportunity to start earning points before the platform gets more crowded. It's super early at the moment, as the "Points" tab is still grayed out.

Beta access is still invite-only.

If you want to try it out, you'll get discounted fees by using my link: https://t.co/U9TtIT2Gcf

[Ben Grossman @ben_grossman]

What an exciting time for onchain finance

[MartyParty @martypartymusic]

Called it. This is National Security now.

Anyone messing with public blockchains holding digital dollars and regulated equities is a threat to national security.

[Ondo Perps @OndoPerps]

Perps changed how the world trades.

Now they're coming for equities.

The bell rings on June 9, 2026.

[Cointelegraph @Cointelegraph]

⚡️ NEW: Ondo Finance CEO Ian De Bode says Ondo Perps, the first perpetuals platform built for real-world assets, will go live within the next few weeks.

[Ondo Perps @OndoPerps]

A landmark moment for perps.

We welcome last week's CFTC approval of the first U.S.-listed perpetual derivatives contract, alongside the accompanying policy statement, interpretive guidance, and no-action relief.

The approval is expected to:

→ Set a precedent for further product reviews
→ Open the door to onshore activity over time
→ Enable continued industry engagement with regulators
→ Define how perpetual derivatives can operate in U.S. markets

More guidance is expected to follow, with the CFTC signaling continued engagement on perpetual markets.

A constructive step for global derivatives, and a meaningful moment in how perpetual products evolve within U.S. regulatory frameworks.

[PerpetualCow.hl @PerpetualCow]

Been thinking about hyperliquid:native at $72 and the more I think about it, the more obvious the trade becomes.

Most people still regard Hyperliquid as a "perp DEX" that could "maybe kill Binance".

Hyperliquid is absorbing so many businesses, it's crazy to actually list them all.

Start with CEXs, the obvious play that everyone knows.

There is no reason to touch a CEX in 2026 anymore, the market has already acknowledged that.

CZ knows he's cooked and Binance won't survive, which is why he tried to make Aster a success. FAILED.

BNB to be absorbed alone is a $95b valuation that HYPE could eat.

But Hyperliquid is a far better product than CEXs, everyone knows that at this point.

On Hyperliquid you can deposit and withdraw spot tokens freely.

No "we've paused withdrawals," no proving your funds exist, no need to pray the exchange is actually solvent.

Binance, Coinbase, the whole cartel, they're offering a worse product with more counterparty risk. That entire business is getting absorbed.

Then the next play is HIP-3..

Permissionless markets, any asset, instant settlement, plugged into billions in existing liquidity.

Equity perps, treasuries, RWAs, all live.

The entire tradfi stack is coming on-chain, stocks, bonds, commodities, FX etc.

And it's settling on Hyperliquid, this is ALREADY HAPPENING.

Onramping to Hyperliquid is easier than a brokerage.

If you have ever tried opening a brokerage account in 2026 you will know what I mean.. the endless questionnaires.

Risk "appropriateness" tests, settlement delays, NO TRADING ON WEEKENDS OR AFTER-MARKET HOURS EVEN.

Hyperliquid is 24/7, settles instantly, and your margin actually earns.

It's a strictly better product.

It's only a matter of time until tradfi gets their lunch eaten, ALL BROKERAGES WILL DIE AT THE HAND OF HYPERLIQUID.

Then HIP-4 dropped and went straight for prediction markets.

Polymarket and Kalshi, fully onchain, with orderbook depth they can't match.

Still early phases I admit but so was HIP-3 when it first came out and now it does billions of volume daily.

So actually add up the addressable market.

Every centralized exchange, every prediction market, every sportsbook, every stock broker, every futures and FX venue.

What could the potential valuation of hyperliquid:native be?

TRILLIONS.

It's a business with a truly infinite upside potential/ceiling for once, it's extremely hard to find anything similar to it.

The last real bear case was legal risk, I could understand that.

But that's GONE NOW.

The CFTC has cleared the path, Hyperliquid is operating fully legal.

And the core reason it wins: composability requires shared state.

You can only build money legos on one execution layer.

Not across a dozen fragmented chains and bridges that turn into attack vectors.

Ethereum set out to be the settlement layer for all of finance, it couldn't execute.

Hyperliquid is becoming exactly what ETH was supposed to be.

The best products win in the end.

All roads lead to hyperliquid:native.

[Noodles Finance 🍜 @NoodlesFi]

🚨 BULLISH: GOOGLE HAS CHOSEN ITS BLOCKCHAIN FOR AGENTIC PAYMENT ITS NOT @dfinity OR @Algorand

@Google SELECTED @SuiNetwork AS A LAUNCH PARTNER FOR AP2, DESIGNED TO LET AI AGENTS EXECUTE PAYMENTS AND COMMERCE ON BEHALF OF USERS.

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

$ETH is the Microsoft of crypto.

Raoul Pal's Ethereum framework:

If you pulled the plug on $ETH tomorrow, how much economic value gets destroyed?

L2s. DeFi. RWAs. NFTs. Stablecoin rails. AI agents.

That alone makes ETH undervalued.

Bitcoin is global savings. Ethereum is global infrastructure. And infrastructure can scale far beyond what most people are pricing in.

Micron and Intel showed what happens when years of boredom meet one explosive cycle.

That’s the setup for Ethereum.

[MartyParty @martypartymusic]

Update on todays HUGE CFTC announcements regarding US regulated perpetuals

Today (May 29, 2026), the CFTC took major steps to enable regulated perpetual futures on crypto in the US, marking a key milestone in bringing this high-volume market onshore.

1. CFTC approved KalshiEX's BTCPERP contract — the first Bitcoin perpetual futures listed as a futures contract on a US-regulated designated contract market (DCM). Kalshi submitted it for review that day, and the CFTC issued an order of approval. This is a true perpetual (no expiration) tied to Bitcoin's spot price.

2. Policy statement on perpetual contracts — The CFTC clarified its views on listing perpetuals, noting they require case-by-case review under Regulation 40.3 due to their unique features (especially for assets not yet covered). This provides a clearer path for future listings.

3. Coinbase/Deribit relief — CFTC staff issued an interpretation and no-action letter for Coinbase Financial Markets (a registered FCM). This allows US institutional clients to access global crypto perpetual futures and options on Deribit (Coinbase's affiliate) via a CFTC-regulated platform. Perpetuals can be treated as "foreign futures," and there's relief for using customer crypto assets/stablecoins as margin (with conditions and re-use rights for the broker). Options are live now; perpetuals are coming soon. This gives regulated access to deep offshore liquidity (perps make up ~80% of global crypto volume).

[BSCN @BSCNews]

Coinbase Becomes First Regulated Firm to Bring Global Crypto Derivatives to the U.S.

@Coinbase officially launches global crypto options and perpetual futures for U.S. traders after securing key approvals from the @CFTC.

This move makes Coinbase the first regulated Futures Commission Merchant to bridge American investors to global liquidity pools, including over $31B in $BTC options open interest via Deribit.

By unlocking these instruments, the exchange provides domestic users with direct access to the derivatives market, which currently drives 80% of total global crypto trading volume.

[MartyParty @martypartymusic]

Again.

The @CFTC approved KalshiEX's BTCPERP contract on May 29, 2026, the first Bitcoin perpetual futures contract ever listed on a regulated US exchange.

First ever Bitcoin perpetual futures contract on a regulated US exchange.

Approved under Section 5c(c)(4) of Commodity Exchange Act and Regulation 40.3.

The Commodity Futures Trading Commission approved KalshiEX’s BTCPERP contract today, a perpetual futures contract that references the spot price of Bitcoin. It’s the first time a Bitcoin perpetual futures product has received regulatory approval for listing on a designated contract market in the United States.

Perpetual futures have been one of the most traded instruments in crypto for years. Offshore exchanges like Binance, Bybit, and OKX process billions of dollars in Bitcoin perp volume daily. The product is the backbone of crypto derivatives trading globally. Until today, none of it was happening on a regulated US exchange.

American traders wanting exposure to Bitcoin perpetuals were either going offshore or going without.

[Aylo @alpha_pls]

Perps being banned in the US was one of the largest tail risks. That risk is gone.

HL’s model is stablecoin-margined perps. This model has now been blessed.

Yes it benefits Kalshi and Coinbase directly in the short term, but perps as a product category is going to get a whole lot bigger as a result.

Rising tide lifts all boats.

[MartyParty @martypartymusic]

People - understand the FIC (aka gov) is buying up commodities and equities as they expand the balance sheet. This is how they print money. Catch up.

Wait till they move to crypto. Up only for months.

[MartyParty @martypartymusic]

People - Ive been telling you for 4 years - perps make up ~80% of global crypto volume.

Spot is INSIGNIFICANT to price discovery because offshore perp casinos carry dominance over Oracle pricing.

Take note - Today is HISTORIC.