BUFF GORILLA

Navigating the crypto realm, more like trying to avoid stumbling.

[Nabox @naboxwallet]

GM，#Naboxers 🌄💚

[Coinbase Markets 🛡️ @CoinbaseMarkets]

Our SENT-USD, ELSA-USD, and SKR-USD trading pairs are in full-trading mode on Coinbase Exchange and Coinbase Advanced. Limit, market and stop orders are all now available.

[Max Wiethe @maxwiethe]

Natural gas futures are up ~70% since @UrbanKaoboy gave his bullish thesis on Monetary Matters.

They call NatGas the widow maker for a reason.

Weather related spikes =/ long term trend.

Apple https://t.co/jLNz0SrkrL
Spotify https://t.co/SnnEMqNmLf
YT https://t.co/QgFFM1rtcg

[Spencer Bogart @CremeDeLaCrypto]

CFO can choose to make this statement or have integrity, not both

[Oasis 🌹 @OasisProtocol]

Fun fact

[Bravos Research @bravosresearch]

The US stock market is near all-time highs in dollar terms

But is down 45% when measured in gold terms

What does this mean for the economy and financial markets?

A thread 🧵

[TRON DAO Spain @TronDao_ESP]

Un libro en chino, con ideas universales. 🌐

¡Qué alegría poder compartir esta buena noticia con la comunidad hispanohablante!✨

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC Chair Paul Atkins says "this is a big week for crypto."

[Oliver Ni @mcparadip]

we stopped a bug from shipping today because devin review managed to flag a line of code from *outside* the pr diff that no one caught. pretty cool stuff!

[Defi Jonaso ❖ @Jonasoeth]

USDe metrics are turning positive again, even if the recovery is not very strong yet.

This is similar to late 2024, when $USDe supply dropped for months, then surged in Q2 and Q3 of 2025.

@ethena may have already passed its stress test by the end of 2025.

Key metrics to watch ↓

- Over $300M USDe minted in 3 weeks, mainly from Ethereum and HyperEVM.
- USDe fees stable recently, aided by steady BTC and ETH funding rates.
- Weekly asset transfers jumped from $1.9B to $4.7B since the year's start.

Most importantly, USDe is now being adopted by many non-EVM chains such as Aptos, Sui, and Solana.

USDe has already proven product–market fit.

From here, the main question is not whether USDe works, but how much yield it can generate over time.

[Bloomberg @business]

Global conflict is unlikely to jolt markets, says Standard Chartered CEO Bill Winters

But he tells @flacqua that extra tariffs could https://t.co/cAVsTzJZoz

[Wave of Innovation @wave_of_innov]

@Gemini joins XRP Australia 2026 as an official sponsor, bringing global crypto expertise and local commitment to the Australian community.

[BingX @BingXOfficial]

Suit up. This one's built for speed. ⚡️

Ignition loading.

[CryptexGuy @CryptexGuy_Dyor]

Metals, $Silver & $Gold Dropped by crazy, liquidating almost everyone.

Here's some key points, why Metals dropped hard:

1. Profit-Taking:
Silver & Gold Surged to Record Highs, While Global Tension also at Highs, Resulting in Surge of Metals, Smart Money Bought the lows, and sold when Retails start jumping in, Marking in

2. Macro Shock:
Trump Announced Nomination of new Fed Chair "Kevin Warsh", Traders took this as Hawkish Statement, coz New Chair will Cut Rates as Expected, Resulting in Stronger Dollar!

3. Over Leverage:
Ppl were so overhyped on Metals, that a small pullback resulting in Liquidating highly leveraged longs, Resulting in Force Expand of Pullback...

Conclusion:
Silver’s sharp drop was driven by a macro + technical reset, not a sudden collapse in fundamentals. A parabolic rally met hawkish monetary expectations, triggering profit-taking, forced liquidations, and ETF outflows.
Two Words: What Goes up, Must Come Down

[Toros ♉︎ @torosfinance]

Higher leverage on SUI and XRP now available

SUIBULL3X, XRPBULL3X

Using @GMX_IO

[Jamie Coutts CMT @Jamie1Coutts]

Hard to ignore the relative shift in DeFi 👀

Only 1.5yrs ago, DeFi apps generated ~2X the fee revenue of blockchains. Today it’s closer to 5X. (see chart)

While I am a believer that blockchain's network effects will always command a premium, it makes sense that more value than what is currently ascribed should drift to the front end — wallets, DeFi apps, and protocols closest to users.

But with open-source software, users are brutally mercenary. Liquidity moves fast. Numerous examples, but Hyperliquid for this cycle.

Moats do exist (Aave stands out), but they are few and far between, so a discount vs TradFi tech probably makes sense.

Getting back to the relative argument. While the DeFi app case seems plausible, the relative trend matters — and DeFi vs SCPs is still in a structural downtrend (see chart).

That said, after leaning a bit more risk-on this week, I’m thinking harder about when this flips.

A real counter-trend trade in select apps will come — but likely needs:
• Liquidity acceleration
• Business cycle confirmation
• On-chain activity to actually turn (price still leading)
• RWAs feeding core DeFi (borrow/lend) - likely next cycle

Early thoughts. More work to do.

[Meltem Demirors @Melt_Dem]

humans are part of the fabric of the universe - there is an ineffable quality to consciousness that makes me bearish on the idea that we'll upload our consciousness into machines.

also bearish on artificial wombs. mothers quantum entangle with their children in the womb.

[Nate Silver @NateSilver538]

Katie, are you objecting to the "liberal" part or the "democracy" part?

"Liberal" doesn't mean "left", especially when preceded by "classical". It certainly doesn't mean woke.

Tbh though it seems like it's the whole democracy thing that bothers you and Stephen Miller.

[Laura Shin @laurashin]

Shoutout to @Multichain Advisors for backing the show.

They’ve helped over 80 clients—including Wormhole and Moonpay—go from launch to $50B+ in value.

Learn how they do it: https://t.co/QUSSuj10RC

https://t.co/rBDQRtSqza

[Тина Канделаки @tina_kandelaki]

Western references don’t change, friends.

The Economist’s core commandment: in any confusing situation, compare Trump to Vladimir Putin.

#Trump #Putin