Stablecoins dropped $10B since May but I'm not sweating it π This feels more like capital rotating than actual fear. Big money's just waiting for the next move. Am I wrong? #Stablecoins
Crypto is evolving into a collection of specialized economies.
Each narrative has its own leaders competing to become the dominant layer of tomorrow.
Here are some of the biggest names across key crypto sectors:
PRIVACY
$ZEC β Zero-Knowledge Privacy
$XMR β Private Digital Cash
$DASH β Private Digital Payments
$ROSE β Confidential Computing
$SCRT β Confidential Smart Contracts
AI
$TAO β Decentralized AI Network
$RENDER β Decentralized GPU Compute
$FET β Autonomous AI Agents
$NEAR β AI-Friendly Blockchain Infrastructure
$ICP β Onchain AI Applications
RWA
$LINK β Real-World Data Connectivity
$ONDO β Tokenized Institutional Finance
$MKR β Tokenized Credit Infrastructure
$XDC β Trade Finance Settlement
$POLYX β Digital Securities Infrastructure
DePIN
$HNT β Decentralized Wireless Networks
$RENDER β Distributed GPU Compute
$FIL β Decentralized Storage
$AKT β Open Cloud Computing
$AIOZ β Decentralized Media Infrastructure
MEME COINS
$DOGE β Internet Meme Currency
$SHIB β Meme Ecosystem
$PEPE β Viral Meme Culture
$WIF β Community-Driven Memecoin
$BONK β Solana Meme Economy
Different sectors.
Different technologies.
Different communities.
The next crypto cycle may not be dominated by one narrative, but by the projects that capture the strongest mindshare in their own category.
I really like this $ETH update.
Glamsterdam is shaping up to be the biggest Ethereum upgrade since The Merge.
It's the first major base-layer throughput overhaul since 2022 and changes how Ethereum assembles blocks.
A few highlights:
β’ Gas limit: ~60M β 200M (~3Γ)
β’ Throughput: ~20 TPS β up to 10,000 TPS*
β’ Gas fees: up to 78% lower*
β’ Data propagation: ~2s β ~9s (4.5Γ wider window)
Devnet-5/6 is already running. The internal mainnet target is late August, with the most realistic launch window being Q3 2026 following the ePBS delay.
Feels like a fundamental H2 catalyst that's still flying under the radar while ETH is trading near the lows.
Kraken is about to go full beast mode with an AI investing assistant built into the app. This could seriously change how normies interact with crypto. The exchange wars are heating up π₯ #Kraken#AI
Who's switching over?
PEOPLE WHO BELIEVE IN #CRYPTO:
Tesla CEO
Nvidia CEO
Uber CEO
Apple CEO
YouTube CEO
BlackRock CEO
PayPal CEO
Amazon CEO
Reddit CEO
Vanguard CEO
Facebook CEO
Google CEO
Charles Schwab CEO
Fidelity CEO
π cPen 1.2.17 Update is Here! π
Weβve just launched our latest cPen app update on Android (iOS coming soon)! π
You can now enter your BSC wallet address for the upcoming token distribution in the first quarter of 2025 (exact date TBA). ππ οΈ
Please note that the address must be from a self-custodial wallet (such as MetaMask, Trust Wallet, or OKX Web3 Wallet) that you control. Do not use addresses from centralized exchanges (CEX).
Make sure you verify your wallet address carefully. If you provide an incorrect address or a CEX address, your tokens will be lost permanently and cannot be recovered.
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Honestly not surprised the BSTR-Cantor deal got shelved. SPAC mergers have been shaky all year and BTC treasury plays are getting more scrutiny than ever. Adam Back will find another path though, he always does. Better deal incoming? #Bitcoin
13 days.
So far no one has found it.
My only hint is that I would encourage people to somewhat broaden their search; I've seen quite a few searches and AI scripts that fail to include categories of documents that really should be included.