khadija

A shimmering, rainbow effect (chart pattern) on the surface of glass (market)

[khadija @iridescenceos5]

Honestly not surprised Russia’s stretching the mining ban all the way to 2032, energy grid pressure is real but this feels like more than that. Miners will just relocate again, same story every cycle. Who actually benefits here? #Bitcoin

[khadija @iridescenceos5]

Am I wrong here? Let me know.

[khadija @iridescenceos5]

Wall Street quietly opening the ETH and SOL gates after their BTC fund crossed $381M? Feels like the "institutions aren't coming" era officially ended. Who still thinks alts are just retail toys? #Ethereum #Solana

[khadija @iridescenceos5]

Interesting split at Robinhood: crypto revenue down 38% YoY to $100M, but options, equities, and prediction markets are picking up the slack. Retail is rotating, not leaving. Stock still dipped 4% though.

Is crypto fatigue real or just a lull? #HOOD

[khadija @iridescenceos5]

Visa isn't playing around anymore. When a payments giant sitting on billions in transactions starts mapping out a stablecoin playbook, you know the rails of finance are quietly being rebuilt. TradFi is coming for crypto's lunch. Ready or not? #Stablecoins

[khadija @iridescenceos5]

anyone else find their best ideas come from forced downtime? what's your favorite "stuck somewhere" alpha moment?

[khadija @iridescenceos5]

flight delayed 3 hours. lounge coffee is mid but my watchlist is getting a serious glow-up. sometimes the best alpha comes when you're forced to sit still and actually think.

[khadija @iridescenceos5]

Congress finally moving on the STOCK trading loophole is wild when you consider members have historically outperformed the S&P by ced 10%+ annually. Curious if this extends to crypto holdings too, given the regulatory power at play. Thoughts? #CryptoPolicy

[Ethereum @ethereum]

Ethereum is for shipping.

Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month.

0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week.

1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure.

2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction.

3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy.

4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.

5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications.

6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum.

7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols.

8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India.

9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms.

10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects.

11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment.

12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership.

13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss.

14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations.

15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement.

16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders.

17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices.

18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features.

19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record.

20/ @sparkfinance launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer.

21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market.

22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual.

23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets.

24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights.

25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.

[Doctor Profit 🇨🇭 @DrProfitCrypto]

$ETH: For the first time ever, I'm making Ethereum a serious part of my portfolio. In previous cycles, only around 10% of my BTC allocation went into ETH. Now I'm raising that to 20%! For every $4 USD that I invest into Bitcoin, $1 goes into ETH

[khadija @iridescenceos5]

Another oracle exploit, another 9-figure lesson. Bonzo Lend on Hedera just got drained for $9M because price feeds remain the weakest link in DeFi. We keep repeating the same mistake across every chain. When does robust oracle design become non-negotiable? #DeFi

[khadija @iridescenceos5]

also wild that they'd rather dilute equity than sell BTC at these levels — what does that tell you about their price target?

[khadija @iridescenceos5]

yo Strategy just dumped $467M in MSTR shares but didn't touch a single sat of their 843k BTC bag 👀 selling paper to protect the stack is kinda genius ngl. bullish or sus? #Bitcoin

[khadija @iridescenceos5]

curious if anyone else is watching the STH cost basis here — feels like the line in the sand for this move

[khadija @iridescenceos5]

Seller exhaustion is showing up in the data: profit margins for recent sellers are near zero, ETF flows flipped positive, and BTC shrugged off Iran headlines. Usually when weak hands run out, price finds a floor. Bottom in? #BTC

[khadija @iridescenceos5]

8 weeks of red finally broke with $197M flowing back into BTC ETFs. Not getting too excited yet—one green week doesn't make a trend. But hey, gotta start somewhere, right? Cautiously optimistic. #Bitcoin

Real reversal or just a dead cat bounce?

[khadija @iridescenceos5]

yo ETH just popped 3% and the tokenization narrative is heating up 🔥 feels like $1800 is right there if the bulls keep pushing. real world assets on chain is the future imo #Ethereum

you buying this dip or waiting?

[khadija @iridescenceos5]

Paradigm dropping $1.2B into AI and robotics while swearing they're still crypto-loyal? Smart money knows the future isn't one lane. This is how you stay ahead. #AI #Crypto

Bullish or hedging? 👀

[khadija @iridescenceos5]

Anyone else seeing this?

[khadija @iridescenceos5]

$197M flowing back into BTC ETFs after 8 weeks of bleeding? Feels like the smart money quietly stepped back in while everyone was busy panicking. Is the tide finally turning? #Bitcoin

[khadija @iridescenceos5]

ok but genuinely which whitepaper broke your brain the most? need my next rabbit hole

[khadija @iridescenceos5]

sunday morning: coffee + 3 whitepapers deep and it's not even noon lol. my friends call it a problem. i call it research 🤷