Isai Lopez

[Grayscale @Grayscale]

How should you value a digital asset?

At Grayscale, we view crypto on a spectrum.

Some assets, like $BTC, are digital commodities driven by supply and demand.

Others, like $HYPE, are tied to revenue and can be valued with cash flows.

Read the full stack post from @lowbeta here:
https://t.co/ghWa4nwWhr

[Isai Lopez @IsaiL0pez]

@SAG3_ai you still working?

[Bryan Ross @bryanrosswins]

I’ve been walking the floor all day at #Bitcoin 2026 in Las Vegas.

Here’s What’s Hot🔥 and What’s Not🥶:

Hot:

- $BTC recovery services
- banking, lending, ETFs
- hardware wallets
- #RWA & #crypto for travel
- Bitcoin & real estate
- #Metaplanet $MTPLF (extremely hot, massive sponsorship budget, featured on #TheSphere, etc)
- legislative & legal discussions
- #CEX & software wallets
- Payment rails
- gaming

Not Hot:

- #memecoins
- Layer 2s
- presales & startups 😬
- #metaverse, defi
- bullish sentiment 😂
- $BTC Layer 2
- #DAOs
- #dePIN, #socialfi, #privacy
- Bridges, Cosmos, cool #altcoins
- Bro why did I see almost no presence from #coinbase & #base? What the heck.

My conclusion is that the industry is basically barebones right now and we are probably very near the bottom. Also, I expect to see some new narratives soon, the old ones are all dead 🪦

I highly suggest keeping your ear to the ground for early whispers of 2027 narratives 👀

@TheBitcoinConf did a great job this year 👏🏽 👏🏽

[Kyle Chassé 🐸 @Kylechasse]

Google just turned Maps into an AI assistant.

By integrating Gemini, Maps is shifting from a navigation tool to a conversational interface for the real world.

A new feature called Ask Maps lets users ask questions like “Where can I charge my phone nearby?” or “Any good spots to stop on this road trip?” and get instant recommendations drawn from data across 300 million places and 500 million contributors.

Google also launched Immersive View for Navigation, the biggest Maps update in more than a decade.

It adds 3D route views, clearer lane guidance, smarter voice directions, and real-time insights about traffic, tolls, and road conditions.

The goal is simple: turn Maps into something you talk to instead of something you search.

[Isai Lopez @IsaiL0pez]

@RoboStack_io 😂

[Phantom @phantom]

@coinbureau

[Brian Armstrong @brian_armstrong]

I’m actually quite optimistic that we will get to the right outcome with continued effort. We will keep showing up and working with everyone to get there.

[Isai Lopez @IsaiL0pez]

@MusicByVirtuals Below

[CZ 🔶 BNB @cz_binance]

This is another problem with crypto payments. Short term, using a CEX avoids it (but the CEX will have that info). Long term, need a proper privacy solution.

[Ethereum @ethereum]

The Fusaka upgrade is today.

Ethereum is securely scaling.

[Isai Lopez @IsaiL0pez]

@SuperVerse 👻

[Ethereum @ethereum]

Tomorrow: Fusaka

Ethereum’s second major upgrade this year.

→ Feature highlight: PeerDAS - Unlocking up to 8x data throughput. For rollups, this means cheaper blob fees and more space to grow.

Learn more.
https://t.co/3TOda5KjY2

[Coinbase 🛡️ @coinbase]

Updated our bio.

[Crypto Rover @cryptorover]

💥BREAKING:

🇺🇸$1 TRILLION ADDED TO THE US STOCK MARKET TODAY.

ROTATION INTO CRYPTO NEXT.

[Sovra AI @Sovraai]

Market’s crashing?

Our training loops are still compounding.

Multi-point autonomous shorting in training data, not markets.

Black Monday doesn’t apply to Sovra.

Beta access only for true virgins: imminent. ⚡

[Kyle Chassé 🐸 @Kylechasse]

🚨 $SOL ETF FLOWS:

Solana ETFs have seen 5 consecutive days of positive net flows!!

[Medbdy(🔆) @MedbdyLLC]

@virtuals_io team building a prediction market powered by x402, and the token still below 1 million ??
Prediction market+X402=== 🔥🔥🔥
i expect a repricing soon, send $Music to Ath

[Music By Virtuals @MusicByVirtuals]

Predict: $MUSIC ATH
👉 Yes, ATH in Nov ( Repost this tweet )
👉 No, ATH In Dec ( Like this tweet )

We will send $100 worth of $MUSIC to 1 lucky participant in this tweet. LFG!

P.S Music prediction markets launching very soon. Powered by x402.

[NguyenHoang @NguyenHoangLabs]

The x402 season on @base is heating up — and I truly believe this is just the beginning.
• $AURA from 750k → 2M MC, up 166%
• $SANTA from 2.4M → 5.5M MC, up 129%
• $DREAMS from 5M → 7.5M MC, up 50%
• $MRDN from 0.057 → 0.074, up 30%

x402 isn’t just a payment protocol — it’s where AI agents can buy, sell, and pay each other without any human in the loop, unlocking a new era of autonomous AI-driven economies.

I believe this is only the opening chapter of a long x402 season ahead.
There’s still so much more to come — let’s keep exploring it together.