Jt55

I'm not a wizard, I'm still learning

[Theta Network @Theta_Network]

ICYMI: Theta's October was another busy month with @alibaba_cloud bringing Qwen3.8 models to EdgeCloud, a collaboration with @Weaver_Labs to support AI workloads in stadiums, Kookmin University's AI Vision Lab joining our academic network, and some thoughts on the rise of autonomous AI agents.

https://t.co/LCIrvfbeCI

[Michaël van de Poppe @CryptoMichNL]

Nobody seems to be interested in #Crypto anymore.

To be fair, the price of many underlying tokens haven't performed well.

Partially due to no value being created within those protocols, and partially due to underperformance vs. other assets.

However, I don't think this will last long. The divergence is so clear, and, very typical in markets, you won't see interest until the consensus becomes super clear and then you're already behind the curve.

That's how investing works.

You don't want to invest when everybody sees what you're seeing, as the upside is already captured.

That's how I'm looking at $SUI.

I don't think that a lot of people have any particular understanding of how big the TAM for AI Agents is in the future.

On top of that, I don't think that there's a clear understanding of how big crypto in payment rails will be, otherwise the token valuations would have been substantially higher.

That's why $SUI became one of my largest anchors within my #Altcoin portfolio.

Simply because they are building what is required for AI Agents to work smoothly in the everchanging financial systems.

There is $ETH, there is $SOL, and there is $SUI as a Layer 1 that will operate in a market that will be expanding fast as, finally, crypto has found a product-market fit.

The fundamental aspects, all shown at SUI Basecamp, are incredibly strong, but given that the complexity of these products are relatively high, the gap between the current sentiment and what they are building is significantly high.

That's why I think it's incredibly mispriced at this point (in other words: undervalued vs. future value).

Add to that the fact that there remains to be a strong bullish divergence on the BTC pair and the USD pair, you'll see that there's a perfect setup.

Sure, there's a current market-wide correction taking place on #Altcoins, and $SUI is having that too, but the likelihood of the markets finding itself into a bottom in the coming 1-2 weeks and turning back upwards is significantly high.

In that reversal, that's when you'd fully want to be positioned into strong assets and that's why $SUI has become one of my anchors.

[Alibaba Cloud @alibaba_cloud]

Alibaba Cloud is partnering with @Theta_Network EdgeCloud to bring Qwen AI models to Web3-native developers worldwide.

This milestone integration extends our frontier AI models, including Qwen3.8-Max and Qwen3.8-Flash, to a decentralized GPU compute network. We are empowering developers with greater flexibility, distributed infrastructure, and direct access to enterprise-grade AI.

[Theta Network @Theta_Network]

Made it official, in person 🤝

Asia Pacific’s largest cloud provider is bringing @Alibaba_Qwen, the world’s most downloaded open model family, to Theta EdgeCloud.

[BSCN @BSCNews]

Theta Network's latest big partnership.

Just a few days ago, @Theta_Network announced an official partnership with blockchain Telecom company, @Weaver_Labs.

Weaver will leverage Theta's decentralized GPU network as an AI compute resource for its Cell-Stack.

At time of writing, the theta-token:native token is down nearly -17% on the week.

[BSCN @BSCNews]

Starknet’s L1 proposal sees overwhelming support.

Yesterday, @Starkent $STRK opened a non-binding poll on whether it should pivot to becoming its own sovereign L1 chain.

So far, the support seems overwhelming.

Though there are few comments on the poll itself, these comments all suggest ‘Yes’, and the same is true for the army of community members that have engaged with the posts on social media.

It’s certainly looking like @Ethereum is losing a major L2 network soon…

[vitalik.eth @VitalikButerin]

Big congratulations to the @zksync airbender team for this milestone.

At this point, I consider the battle for speed to be definitively won, and the top priority for zkEVMs should shift fully to security.

To me that means formally verifying

(i) equivalence of the arithmetization to the ethereum spec
(ii) a hard maximum bound on (prover cost) / (amount of gas in block)
(iii) security of the proof system itself
https://t.co/cgtFXBpicf

[NEAR Protocol @NEARProtocol]

✦ 6 years on mainnet
✦ 10 shards
✦ 600ms blocks
✦ $34B+ Intents volume
✦ 3B+ Confidential Intents volume
✦ 150M+ Confidential TVL
✦ 10k+ NEAR Legion members
✦ 100% uptime

Grateful to the worldwide ecosystem of validators, devs, dApp teams, researchers, users, community members, legionnaires, and more who have helped shape NEAR into the groundbreaking protocol it is today. Side by side, we continue pioneering the onchain AI economy, connecting ecosystems, and are giving users back their sovereignty.

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

HUGE: Shadow accounts.

There are many kinds of privacy, and this one keeps the world from piecing together the full picture of your DeFi activity.
One click to switch from public to private.

This is the best design you can find for Privacy x DeFi

[Crypto Banter @crypto_banter]

🚨EUROPOL CITES STARKWARE ON QUANTUM THREATS!

Europol’s October report on quantum threats to crypto says account abstraction can reduce wallet exposure by enabling zero-knowledge proofs such as ZK-STARKs. The footnote points to StarkWare’s explainer.

The report’s core message is to act now.

StarkWare is targeting 2027 for Starknet’s full post-quantum transition and is considering an L1 path, though no migration has been approved yet.

[Starknet @Starknet]

The Haven All Black Card is now 6 days away.

Your private neobank, with all transactions settling on Starknet.

Join the inner circle now ↴

[BSCN @BSCNews]

Post-quantum asset arrives on $NEAR.

@QuantusNetwork's $QTC is officially live on @NEARProtocol, powered by its @near_intents technology.

According to official communications, $QTC is the very first post-quantum asset to go multi-chain, with users now able to trade it confidentially across more than 30 chains.

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

Starknet becoming an L1 for post-quantum agility: good idea or bad idea?

Two giant elements we need to pay attention to:
(1) The quantum threat.
It may be MUCH closer than we think.

(2) AI.
It's becoming more powerful than we can process.
Is anyone willing to bet how much time we have until AI breaks something that we considered as safe?

This calls for “bunker mode”.
Chains need to become future-proofed. And fast.

Here's what it takes to make a chain truly future-proofed:
- The right cryptography
- Crypto agility
- Becoming an L1

This connects to what I talked about in my Token2049 talk today. Here’s the summary:
🧵

[Theta Network @Theta_Network]

Connectivity, meet compute 📡

We’re excited to partner with @Weaver_Labs who will use our decentralized GPU network as an AI compute resource for Cell-Stack, its edge and connectivity platform for stadiums and venues, supporting low-latency inference for venue applications.

[Theta Network @Theta_Network]

Inference is becoming a bigger part of the AI infrastructure equation.

@Gartner_inc estimates that an agentic reasoning task can cost providers at least 5x more than a basic chatbot interaction. That makes the economics of where each inference task runs increasingly important.

[Akshay @iiam_Akshay]

$STRK IS PUSHING ZERO-KNOWLEDGE SCALING.

Starknet uses STARK-based cryptography to scale Ethereum applications while maintaining verifiable computation.

ZK technology continues to reshape how blockchain execution can work.

#STRK #Starknet #ZK #Ethereum

[Michaël van de Poppe @CryptoMichNL]

There are many fabulous assets to invest in.

Many #Altcoins are on edge to be breaking upwards.

Most of them haven't done anything at all.

That's why I've accumulated my largest position into $EIGEN.

Fundamentally, completely shot down in terms of sentiment, but the Ethereum ecosystem is waking up.

Technically, such a phenomenal accumulation range with massive bullish divergences and a MACD curling upwards.

Matter of time.

[Crypto Patel @CryptoPatel]

$STRK | Bullish CHoCH At $0.0636 Could Change The Entire Market Structure

Starknet: $0.04 To $0.80? The VC Valuation Gap Is Getting Interesting.
#STRK is trading near $0.040, while Starknet’s long-term valuation and weekly market structure are approaching a critical inflection point.

Starknet has raised ~$282.5M, including a $100M Series D at an $8B valuation, with major investors including Paradigm, Sequoia, Greenoaks, Coatue, Pantera and Founders Fund.

On a 10B max-supply basis:
▶️ Series C $2B valuation → ~$0.20 implied price
▶️ Series D $8B valuation → ~$0.80 implied price
▶️ Current → ~$0.040

Technical Structure:
On the 1W chart, STRK remains inside a prolonged descending channel, but price has reached a major HTF accumulation zone around $0.031–$0.023.

Multiple downside BOS events have already occurred, while the latest reaction from the accumulation zone suggests early demand absorption.

The key structural trigger is $0.06364. A confirmed weekly close above this level would print a bullish CHoCH, invalidating the immediate lower-high structure and opening the path toward $0.22.

Above $0.22, the next major resistance sits around $0.80, followed by the higher-timeframe $2.40 zone.
The setup combines valuation compression + HTF accumulation + potential market-structure reversal.

One major risk remains: recurring STRK token unlocks, with ~127.6M STRK scheduled in the next event and further contributor/investor unlocks extending into 2027.

$0.0222 = structural invalidation | $0.0636 = confirmation | $0.22/$0.80/$2.40 = major upside levels
Structure first. Confirmation second. Execution third.

NFA. DYOR.

@Starknet

[Akshay @iiam_Akshay]

$THETA is building decentralized infrastructure around video, media and edge computing.

The broader trend is important:

Data-heavy applications increasingly need distributed infrastructure closer to users.

#THETA #DePIN #Web3

[BSCN @BSCNews]

NEAR Protocol Integrates Ondo Stocks

@NEARProtocol officially integrates with @Ondo to launch confidential, on-chain access to major U.S. stocks and ETFs, including $NVDAON, $TSLAON, and $SPYON.

Thanks to the partnership, users can buy equity tokens with cryptocurrencies from more than 30 blockchains in one account.

This integration will allow Near to become more advanced and turn the app into a comprehensive financial platform.