FRED

Fulltime speculate dealer and crypto analyst | DeFi insider | Follow for alpha threads

[Brian Rudick @thetinyant]

Why can DATs trade at a premium? Here is a brief magic bank account thought experiment to demonstrate:

[Blockto @CryptoBlockto]

JUST IN 🇳🇱: In the major cities of the Netherlands, native Dutch people are already in the minority. Below are the percentages of the foreign population (first and second generation) by city.

[John @CryptoGodJohn]

$HYPE & $ZEC leading the way 🤝

[Allan Marshall @UpexiAllan]

Every public company that's gone onchain in the last two years has had to make peace with the fact that competitors and counterparties can watch their treasury in real time.

That's not a constraint any TradFi treasurer would accept. Solving selective privacy is what makes the next wave of institutional onchain activity possible.

[Allan Marshall @UpexiAllan]

BlackRock's tokenized Treasury fund holds over $500 million on Solana. The world's largest asset manager runs that money in real time, daily NAV, on chain.

This is one of the safest, most boring asset classes in the world. Whoever wins it owns the next decade of plumbing.

[Allan Marshall @UpexiAllan]

Interactive Brokers added SOL trading for European clients last month. Same execution platform as their stocks, options, and bonds. No separate crypto product.

Watch what brokers do, not what they say. They added it because clients asked.

[Allan Marshall @UpexiAllan]

Jerome Powell spent 8 years running the fed through covid, a banking crisis, and a president publicly trying to fire him among others.

Love him or hate him, the man didn't flinch and pushed through.

[Brian Rudick @thetinyant]

Amazing progress on CLARITY last week in the US Senate...and much work left to be done. Here is a potential timeline per @intangiblecoins

• June 1: Banking and Agriculture reconciliation begins, completed the following week
• June 15: Senate floor consideration begins
• June 22: Senate final passage
• July 13: Senate-House process
• July 20 or July 27: House final passage of reconciled version
• Aug. 3: President signs CLARITY into law

[FRED @freddialpha]

@UpexiAllan Public companies can’t operate with their books wide open 24/7. Solving selective privacy is the real institutional on-ramp.

[FRED @freddialpha]

@UpexiTreasury @theLDMicro Will Brian be diving into the treasury allocation strategy or upcoming acquisitions?

[FRED @freddialpha]

@thetinyant @intangiblecoins if this actually lands by early august... we’re eating good this year

[Brian Rudick @thetinyant]

Kevin Warsh is set to be sworn in on Friday as the 17th Chair of the Federal Reserve.

To me, the big question is whether he’ll look through rising inflation statistics towards eventual disinflation caused by AI 🍿

[Brian Rudick @thetinyant]

In Los Angeles for @theLDMicro Invitational XVI Conference. Two packed days of investor meetings, along with a webcasted presentation tomorrow (May 19) at 2:00pm PT here.

[Allan Marshall @UpexiAllan]

Solana held 30.6% of all spot DEX trading volume in Q1, the #1 chain for spot trading per CoinGecko's Q1 2026 industry report.

Liquidity isn't the whole story. But you don't get the other stories without it.

[FRED @freddialpha]

@Movies I've heard quite good reviews about this

[FRED @freddialpha]

Fidelity International launched a Moody’s-rated tokenized liquidity fund on Chainlink, using Sygnum infrastructure. JPMorgan provides daily NAV data for pricing.

[Elon Musk @elonmusk]

Falcon Heavy

[AF @AFCryptoX]

10 USDT | 4 Hours 😶‍🌫️💫

-RP + Follow @FactBuff
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A positive mindset will create a positive day.