doomi

[naiive @naiivememe]

When i hear normal people talking about Crypto in the public

[Raoul Pal @RaoulGMI]

Time for a LIVE update of the Everything w/ @BittelJulien... Enjoy! https://t.co/fH9AUhXFNc

[Alice und Bob @alice_und_bob]

[Presentation] Polkadot - The Web3 Cloud https://t.co/cTJwY3ADV8

[RŌNIN @ronin21btc]

Met a guy today.
Age: 22
Portfolio: $1 Million
Started investing a year ago.

Goal: To retire at 30.

I asked him how he has managed to build $1 Million at this age. He said he worked hard & convince his dad to give him $5 Million and invested it all in $XRP and $ADA

[0xMarioNawfal @RoundtableSpace]

Every time I open a trade

[Leo Lanza | Lanza.eth @leolanza]

🚨 Ethereum’s floor price is rising.

✅ Tether valued at $500B (2.9x TVL multiple)
✅ ETH valuation tied to tokenization growth
✅ Vitalik: L2 admin keys can’t steal funds
✅ CFTC approves stablecoins as derivatives collateral (quadrillions in notional)

The FUD is dead.

[Cameron!! @cameronmattis]

i can't believe this shit actually works

[House Judiciary GOP 🇺🇸🇺🇸🇺🇸 @JudiciaryGOP]

🚨 BIG WIN FOR FREEDOM 🚨

[LondonCryptoClub @LDNCryptoClub]

So this is the playbook for the Fed tonight and how it plays out over coming weeks

Fed cut 25bps (quite possibly 50bps)

Market chops as we all look at the dots and forecasts forgetting that the previous dots were wrong and quite useless

Then JPow speaks

He’ll note a softer labour market than previously thought, but inflation remains above target and economy generally looks ok but the downside risks to the labour increasing are why they cut

Lots of ink will be spilt on was it a hawkish cut or a dovish cut and which one is bearish or bullish for markets

If we initially knee jerk higher, markets will get levered long at the highs and all get washed out

If we initially knee jerk lower, markets will get levered short at the lows and all get washed out

Everyone chopped up, casino wins

Then things settle down

Calmer heads will note that whilst Labour market clearly soft, economy is slowing not collapsing and in fact recent data suggests still resilient

Inflation sticky but not accelerating

Then we realise that markets are a function of rates and liquidity and the rate environment just got easier

Yields lower and dollar weaker are reflexively positive for risk

The big money then over the next few weeks start to deploy real capital and everything melts up

Funds under positioned risk throw the towel and forced to chase

Bitcoin and broader crypto finally catches up to the risk move and we push to 150k BTC into November, 6k ETH and broader alts all pumping

Bears in despair, bulls “just got lucky”

[Parity Technologies @paritytech]

Happy Monday, builders 👇

Polkadot 2.0 - Where We Are & What’s Coming

Polkadot 2.0 is more than a slogan - it's a technical evolution. Built on three pillars:

1⃣ Agile Coretime
2⃣ Asynchronous Backing
3⃣ Elastic Scaling

Each plays a specific role in boosting scalability, flexibility, and performance.

[J.K. Rowling @jk_rowling]

As another man who once worked with me declares himself saddened by my beliefs on gender and sex, I thought it might be useful to compile a list for handy reference. Which of the following do you imagine makes actors and directors who aren’t involved with the HBO reboot of Harry Potter so miserable?

Is it my belief that women and girls should have their own public changing rooms and bathrooms?

That women should retain female-only rape crisis centres?

That men don’t belong in women’s sport?

That female prisoners shouldn’t be incarcerated with violent men and male sex offenders?

That women should remain a protected class in law, because they have sex-specific needs and issues?

That language should reflect reality rather than ideological jargon, especially in a medical context?

That women shouldn’t be harassed, persecuted or fired for refusing to pretend humans can change sex?

That women should not be threatened with violence and rape when they assert their rights?

That freedom of speech and belief are essential to a pluralistic democratic society?

That troubled minors, especially those who are gay, autistic and trauma-experienced, should be given mental health support instead of irreversible surgeries and drug treatments on non-existent evidence of benefit?

That gay people shouldn’t be pressured to include the opposite sex in their dating pools, nor should they be smeared as ‘genital fetishists’ when they don’t?

That cross-dressing heterosexual male fetishists aren’t actually oppressed, but having the time of their lives piggybacking off gender identity ideology?

That said ideology, and the privileged, blinkered fools pushing it because they suffer zero consequences themselves, have done more damage to the political left’s credibility than Trump and Farage could have achieved in a century?

Let me have your thoughts.

[Zach Rynes | CLG @ChainLinkGod]

Chainlink $LINK connects banks to blockchains

It’s that simple

[scoopy trooples @scupytrooples]

ct be like:

>i wish there was a pullback so i can buy the dip
>market dips
>bullrun is over. you sold, right?

[Leo Lanza | Lanza.eth @leolanza]

The “Bitcoin Cycle” isn’t over — it was never about halvings.

Retail clings to the 4-year cycle ⏳ but here’s the truth: it’s the global liquidity cycle that drives bull markets.

📉 Fed hikes → liquidity down → markets cool
📈 Fed cuts → liquidity up → bull runs ignite

The 4-year halving lined up by coincidence with liquidity in the past. This time inflation delayed the cuts — but now the market is pricing rate cuts from Sept ‘25 through 2026.

Translation: The global liquidity cycle points to a bull market lasting until ~Dec 2026–Jan 2027.

The real clock isn’t halvings. It’s liquidity. 💧

[Bankless @Bankless]

Ethereum’s New ERC-8004 Proposal Sparks Excitement

The Ethereum community is buzzing over ERC-8004, a new standard for "Trustless Agents." It aims to give AI agents a shared, secure language onchain, enabling safe collaboration via the A2A protocol.

Here’s why ERC-8004 could be a game-changer for Ethereum’s AI ambitions.👇

~~ Analysis by @wmpeaster ~~

NFTs have mostly been digital collectibles, collected, traded, and used for access, often functioning as Veblen goods, where price increases alongside demand. Here, though, NFTs are being considered as infrastructure.

In AI, the fit is clear. NFTs let you own, transfer, and multisig-manage agents. They enable discovery, marketplaces, and composability, such as programmable revenue splits.

This is already visible. Base projects @onchaingaias and @virtuals_io represent agents as NFTs. Virtuals even uses Immutable Contribution Vaults (ICVs), NFTs that track approved agent modifications.

The "NFTs as infra" trend extends further. @ensdomains was Ethereum’s first NFT infra: domain names as composable identity. DeFi has followed. @Polymarket Conditional Tokens function as programmable outcome claims. @Uniswap V3 and V4 LP positions are NFTs for portable liquidity. @LiquityProtocol V2 borrow positions are NFTs for portable debt. @flaunchgg's Memestream NFTs package tradable revenue streams for memecoins.

NFTs are an open format, usable in many ways. Collectibles are heating up again on Ethereum as ETH nears new highs, but NFT infra is also compounding as builders test composability, portability, and provenance.

In a Bankless interview, @VitalikButerin noted he was surprised by NFTs’ rise. Likewise, many will be surprised by how much the NFT infra trend expands.

Most integrations won’t be flashy, but they will reshape how we move onchain. Ethereum’s future will hinge less on tradable tokens and more on the infra tokens that make the rest of the app layer possible.

[Chainlink @chainlink]

THE CHAINLINK ENDGAME

The updated Chainlink vision is here.

What started as a data solution is now an extensive platform of essential services for integrating the world into the onchain economy ⬇️

https://t.co/HlnmFeiEWY

What TCP/IP did for the Internet and the Java Runtime Environment (JRE) did for online development, Chainlink is doing for blockchains and onchain apps.

In the early days of the Internet, scaling required more than innovation—it required unification and seamless orchestration.

TCP/IP and the JRE emerged, bringing coherence to a fragmented digital world and abstracting away complexity so developers could focus on building.

Blockchains are at the same turning point.

With more chains and even more financial institutions and real-world assets moving onchain, the main challenge now is building apps that efficiently orchestrate across blockchains and existing systems.

Advanced blockchain apps now involve multiple types of data, cross-chain interoperability, compliance policies, integration with legacy systems, and much more.

Building these next-gen apps is nearly impossible to do in-house and overly complex if you have to rely on a growing list of vendors, who each only solve a small portion of the application’s overall requirements.

Chainlink changes that.

Chainlink is not just a price feed. It’s a unified oracle platform that underpins critical standards, services, and end-to-end solutions needed to unlock advanced blockchain applications:

• Data oracles for publishing mission-critical data onchain
• Interoperability oracles for moving data and value cross-chain
• Compliance and privacy oracles for meeting regulatory and internal business requirements
• Legacy system integration for seamless connecting between onchain and offchain systems
• Verifiable orchestration and compute to power entire applications in a decentralized manner

Like Java and TCP/IP before it, Chainlink unifies blockchains and abstracts away complexity, empowering developers and institutions to build and power the entire lifecycle of onchain use cases via a single, secure platform.

Now, enterprises can efficiently build onchain apps that mirror the sophistication of traditional finance yet benefit from the transparency, security, and composability of blockchains and Chainlink technology.

Chainlink is how the world integrates into the onchain economy.

[Michael Saylor @saylor]

♾️ / 21M