TRUMP TUESDAY Link
Join us Tonight on the 1 year Anniversary of President Trump’s Inauguration
A look back at the first quarter of his final term.
Boarder Secure, Tariffs, Military Actions, Economy, Healthcare Reform
And what he’s doing NOW
https://t.co/NfAQhQ5hEf
ICYMI
• Global gold ETFs have pulled in a record $88.6B in 2025, the strongest inflow year ever
• Tether now holds 140+ tons of gold ($23B), becoming the largest known gold holder outside banks and nation states
• Tether has launched USA₮, a US-regulated, dollar-backed stablecoin for the American market
• Trump has said interest rates will fall after Powell is replaced, adding the USD is “doing great”
• South Dakota has introduced a bill allowing the state to invest in Bitcoin
• Bitwise has registered for a Uniswap ETF in Delaware, signaling a potential filing ahead
• Ethereum is set to roll out ERC-8004, enabling AI agents with portable, verifiable onchain reputation
• Solana has maintained 100% uptime in 2025, extending its streak to 22 consecutive months
China's economy hit a brick wall in June. 100% confirmed.
As bad as it is for China consumer spending, capital investment over this is legitimately crashing. Now falling by almost 20% rates led by real estate, but the crash is no longer limited to developers pulling back. Manufacturing capex is now shrinking, too.
The lack of any appreciation for this is stunning, though not unexpected. AI distraction. Geopolitics. Even the major warning signs like gold (esp. copper-to-gold) are misread as "inflation!!!!" when it's the Chinese themselves buying most of the metal.
When you actually look at their situation - economy and banking - you immediately understand why there's so much strong demand for safe haven. Their problem isn't inflation, it's the OPPOSITE.
https://t.co/tgBWVCxkEo
Bitcoin and the Nasdaq diverged. Why?
Markets are now a political utility. Nasdaq NgU is state-sponsored. The US is distorting free market signals so capital floods into everything AI.
Bitcoin is doing its job: reflecting fiat liquidity and protecting property rights. Patience.
Tokenized assets 🤝 @ethereum
🔹Ethereum hosts 61.2% of all tokenized assets.
🔹Close to $200 billion of tokenized assets now settle on Ethereum.
🔹Tokenized assets include stablecoins, tokenized funds, stocks, and commodities.
On account of the continued weather conditions, we'll be closed for the day! All tickets for affected showtimes will be automatically refunded. Thank you for your patience, and we hope you're all staying warm and safe. 🫶
Aerodrome Finance (AERO) & Humanity Protocol (H) will be listed soon on BtcTurk | Global.
🔷 Deposits & Withdrawals: January 20, 12:00 PM (UTC)
🔷 Trading: January 22, 12:00 PM (UTC)
For more information, visit: https://t.co/UlFH0hGfcD
The punks brunch was, as usual, a blast.
The most unexpected gift was Reid Hoffman’s latest book about AI, AI personalized with my punk.
What an amazing gift. I’m going to enjoy it on the plane back. Thank you, Reid. And thank you Sean for facilitating.
Reflexivity Research: December 2025 Monthly Review 📊
Consolidation month with low flows but key institutional moves. DTCC gains SEC nod for tokenization, JPMorgan launches tokenized fund on Ethereum. Bitcoin ETFs face ~$1B tax-driven outflows, while Ethereum's Fusaka upgrade and Polymarket's CFTC approval boost infrastructure.
Read our full analysis ➡️ https://t.co/FRK9j8qdun
(CMC Research Partner)
Tbh Gold and Silver look crowded and a local top here feels logical to me.
why?
- $BTC vs global liquidity is at bear market type levels
- gold vs global liquidity is at 11 year highs
- BTC/gold relative to liquidity is at the lowest level ever
what do u think this means?
Today marks an inflection in the Ethereum Foundation's long-term quantum strategy.
We've formed a new Post Quantum (PQ) team, led by the brilliant Thomas Coratger (@tcoratger). Joining him is Emile, one of the world-class talents behind leanVM. leanVM is the cryptographic cornerstone of our entire post-quantum strategy.
After years of quiet R&D, EF management has officially declared PQ security a top strategic priority. Our journey began in 2019, with the "Eth3.0 Quantum Security" presentation at StarkWare Sessions. Since 2024, PQ has been central to the @leanEthereum vision. The pace of PQ engineering breakthroughs since then has been nothing short of phenomenal.
It's now 2026, timelines are accelerating. Time to go full PQ:
→ PQ ACD: Antonio Sanso (@asanso) kicks off a bi-weekly All Core Devs PQ transactions breakout call next month. These sessions focus on user-facing security, covering dedicated precompiles, account abstraction, and longer-term transaction signature aggregation with leanVM.
→ PQ foundations: Today we are announcing a $1M Poseidon Prize to harden the Poseidon hash function. We are betting big on hash-based cryptography to enjoy the strongest and leanest cryptographic foundations. Check out our other $1M PQ initiative, the Proximity Prize.
→ PQ devnets: Multi-client PQ consensus devnets are live! Shoutout to pioneers @zeamETH, @ReamLabs, @PierTwo_com, @geanclient, @ethlambda_lean, as well as established consensus teams Lighthouse, Grandine, and soon Prysm. This incredible teamwork is coordinated by @corcoranwill via weekly PQ interop calls.
→ PQ workshops: Building on last year's PQ workshop in Cambridge (see photo), the EF is hosting another 3-day PQ event in October. Top experts from around the world will convene. In addition, a PQ day is set for March 29 in Cannes just ahead of EthCC.
→ PQ FV and AI: Last week Alex Hicks (@alexanderlhicks) ran a specialised maths AI for 8 hours, at a $200 cost. It one-shotted a formal proof one of the hardest lemmas in the foundations of hash-based snarks. Mind-blowing. Applied cryptography will never be the same.
→ PQ roadmap: A comprehensive breakdown of the EF's proposed PQ strategy will be shared soon™ on pq[.]ethereum[.]org. The roadmap targets a full transition in coming years with zero loss of funds and zero downtime. Stay tuned :)
→ PQ education: The ZKPodcast (@zeroknowledgefm) is producing a 6-part video series on Ethereum's PQ strategy. EF Enterprise Acceleration is also preparing material for enterprises and nation-states. Finally, Ethereum is now represented on the PQ advisory board that Coinbase announced yesterday.
Believe in something. Believe in PQ security.