macrostreet

currencies | stocks |macro |libertarian | crypto

[EmpireFX @empirefxke]

Mastery is earned, not given. 📈

Full house at Sarit Expo Centre for our Trading Mastery Workshop! We moved past the basics to reveal how the markets actually work. 🇰🇪
Don’t miss the next one. Join the community: https://t.co/2ZhEcEp6vj

#EmpireFX #ForexKenya #NairobiEvents

[Joaquin Castro @JoaquinCastrotx]

For nearly six decades the U.S. has voluntarily remained in the dark on Israel's nuclear capabilities.

The ambiguity ends now.

There is too much at stake to accept ignorance. We are at war alongside Israel against Iran without knowing what their red lines are for using a nuclear weapon.

I led a group of 30 lawmakers to demand an end to the ambiguity.

[Jpgs.eth @Jpgs_eth]

$VVV is trading at a 30% discount to fair value and the market doesn't even know it yet.

Here's the simple math every @AskVenice holder needs to understand 🧵

[Sabrina @sabrinaesaquino]

Venice API token usage over time. (G=billion)

[Eric Balchunas @EricBalchunas]

It may be time to retire "Sell in May" forever.. "It made sense when 19th-century London's moneyed elite swapped trading floors for summer estates -- but 21st-century algo-driven markets that never sleep have undone that adage. The S&P 500 ETF (SPY) has been positive in 25 of the past 33 May-October periods, with only 2022 negative in the last decade" - @psaraofagis with a banger today

[Shadow of Ezra @ShadowofEzra]

Rabbi Shmuley rejects Jesus Christ and demands that Christians stop overreacting over the IDF soldier who destroyed a statue of Jesus in Lebanon.

He says Israel is doing Christians a favor by fighting a war in Lebanon and that the real enemy is Tucker Carlson.

“The IDF risks its life to protect Christians all the time.”

[ZachXBT @zachxbt]

A summary of the RAVE -95% price fluctuation from $26 to $1 over the past 24 hours.

RAVE Timeline: April 18, 2026

7:26 am UTC: I posted a call to action for Binance, Bitget, & Gate to investigate RAVE market manipulation and offered a $10K bounty.

10:56 am UTC: I posted an update increasing the bounty to $25K.

11:18 am UTC: Bitget publicly acknowledged the call to action.

2:08 pm UTC: Binance publicly acknowledged the call to action.

3:06 pm UTC: RaveDAO posted claiming they have no involvement.

4:19 pm UTC: Gate publicly acknowledged the call to action.

In the days leading up, on April 13 & 14, I confronted RaveDAO co-founder Yemu Xu (wildwoomoo) but have yet to receive an answer.

RAVE launched in Dec 2025 on Binance Alpha with a 1B total supply. The addresses below, linked to the initial distribution, control ~95% of the RAVE supply (h/t Mlm):

0x9831156F1a6E506Fca41503590b42F07c2e80f54
0x8Ed6245C3276307E1A9D9Dc872E98A0E770070fd
0x6020656d1EF182173E45D4Fc375BDD5a48c674B0
0x2664cB80a5ee7D8EC05fe7C752dD62E078056E6d
0x2D81F8AeBf3e58A5e638006c9fd8F38C5220ecab
0x31694d761A8e851cFFbCd286aC54D01e5Ce5aFe6
0x0A1F07993a51CcEb4f52CA67765AECeADDA790d7
0xEB74Df8588cFC1C179Df4bd96C0bB8B227B9bE92
0x53d7d52301366DC14E1916b14eFeC1aDD8F3487b

I found suspicious CEX activity in April 2026 tied to RaveDAO team addresses onchain, which potentially contradicts their recent statement:
Bitget
0x2dc20f2180582172f5450c5d71e23fa438a7031b
0xa3a02aeb97fc1737c66f50d07d024799c137891d
0x2d95eb42525e6087e0cb7869f98da6838ed2e743
Gate
0x31711246b05d71e9eda5e38a3abb654020ee3353

Given the supply concentration, the team at minimum knows who is responsible for this price action.

A simple litmus test: $6B in market cap was wiped out on just $52M of 24hr liquidations (h/t CoinGlass). That ratio points to a manipulated and unsustainable valuation.

RAVE is not the only token with manipulation we have seen on major centralized exchanges. It's just the most blatant, reaching a top 15 market cap within 10 days before dropping 95% in hours.

Other projects with highly questionable price action recently include: SIREN, MYX, COAI, M, PIPPIN, RIVER.

Exchanges need faster intervention on manipulation. Detection at scale isn't easy, but each day of delay means retail traders absorb losses while platforms collect fees on the volume. The outcome is the same regardless of intent.

While it's good the exchanges responded, I find it unlikely this activity wasn't spotted internally before I raised it publicly.

I recognize how much this behavior takes from retail traders, and I plan to investigate similar movements in hopes of identifying the responsible parties.

I want to reiterate that I did not take a position. If I had, I would have been liquidated myself. I also could not anticipate if or when the exchanges would comment publicly.

My $25K bounty will remain active since the only DMs received were unverified claims rather than non-public information with supporting evidence as requested.

[Bankless Times @BanklessTimes]

Robinhood stock has surged from $63 to $90 and may be eyeing its all-time high of $153, as a wave of regulatory and product catalysts reshapes its outlook for 2025. $HOOD

https://t.co/Vvmdy3S4CD

[Token Terminal 📊 @tokenterminal]

https://t.co/aetCeSa2nd

[The DeFi Investor 🔎 @TheDeFinvestor]

TL;DR of Ethereum's new roadmap

• enable 10k TPS on Ethereum L1
• support up to 10M TPS on L2s
• bring privacy for on-chain txs
• achieve quantum resistance

Great to see that scaling the L1 is a top priority

[U.S. Central Command @CENTCOM]

CENTCOM Update

TAMPA, Fla. – As of 9:30 am ET, March 1, three U.S. service members have been killed in action and five are seriously wounded as part of Operation Epic Fury.

Several others sustained minor shrapnel injuries and concussions — and are in the process of being returned to duty. Major combat operations continue and our response effort is ongoing.

The situation is fluid, so out of respect for the families, we will withhold additional information, including the identities of our fallen warriors, until 24 hours after next of kin have been notified.

[TCN @TCNetwork]

The US government should put the concerns of Americans first.

[Bloomberg @business]

Kenya’s shilling has traded in an unusually narrow band against the dollar for 18 months, emerging as one of the world’s most stable currencies https://t.co/x3F9NVTqTq

[Elizabeth Warren @ewarren]

No war with Iran.

The American people want President Trump to focus on making life more affordable for working families here at home, not sending our military into another endless war in the Middle East.

[XRPL Commons @xrpl_commons]

https://t.co/lxo4tUpxLU

[Mark Zandi @Markzandi]

I wouldn’t exhale with today’s job numbers. The job market remains fragile and highly vulnerable. Yes, payroll employment increased by 130,000 in January, but given the big downward revisions to history, there has been no job growth since last April (Liberation Day). Moreover, nearly all of the job growth in January and over the past year has been in healthcare. Indeed, over the past year, without the job gains in healthcare, the economy would have lost a bunch of jobs. And this is before artificial intelligence has meaningfully impacted productivity growth and thus jobs, which feels dead ahead. So, soak in the January job gains, I suspect there won’t be many more months with job gains like this in 2026.

[Fabio @Zero2HeroZombie]

The $ICP supply on Exchanges dropped to 60.87M, which is the lowest level recorded this year.

An additional 357K ICP was removed from Exchanges in the last 24 hours.

We have started the year at 62.6M, meaning the supply has dropped 1.7M YTD = 2.88% decrease YTD.

Overall, the supply on Exchanges is expected to increase as ICP is still inflationary.

Data:@icterminal

[BMNR Bullz @BMNRBullz]

TOM LEE: THERE IS NO RISK AT BITMINE

“No leverage. No debt. No need to raise money.”

🔹 ~4.3M $ETH earning ~3%
🔹 ~$690M cash earning ~4%
🔹 ~$1M per day in net income

Ethereum has had 7 major drawdowns.
All 7 were V-shaped recoveries.

This is volatility not failure.

$BMNR $ETH @fundstrat

[Stani @StaniKulechov]

It’s been a remarkably resilient week for the Aave Protocol and DeFi as a whole.

Over the past seven days alone, the protocol liquidated more than $450M worth of collateral across multiple networks.

For a $50B+ lending protocol, this represents roughly 0.9% of total deposits at the time. At the same time, Aave has continued to accumulate additional revenue, helping offset risk while rewarding participants.

What’s truly fascinating is the scale Aave has reached. No other system is able to manage resiliency at this level today.

That said, lending is never a free lunch. Bad debt can occur as part of the process, and Aave has built-in mechanisms designed to handle exactly that.

The system is backed by overcollateralized, liquid assets with pre-vetted risk parameters, a critical factor in any lending context. Aave’s resiliency doesn’t rely solely on its technical design, but also on the rigorous risk frameworks established by its risk service providers. This combination of engineering and risk discipline is what sets Aave apart.

Pre-vetting risk parameters, performing accurate due diligence, and maintaining robust modeling are key reasons Aave has earned trust over the past five years.

This resiliency is further reinforced by a broad, autonomous liquidation network that actively competes for liquidation opportunities, ensuring efficiency even during periods of stress.

On rare occasions when excess debt is not fully covered by liquidations, it can be automatically absorbed by Umbrella pools, Aave’s native protection mechanism. Aave remains the only protocol with dedicated, built-in user protection of this kind that users can partake.
Learn more about Umbrella here: https://t.co/CfgMo3HkYp

All of this together defines Aave’s resiliency. The protocol has weathered multiple market cycles, from the FTX collapse and centralized lender failures to Black Monday, Thursday, and Friday.

The takeaway is clear.

DeFi wins through resiliency, transparency, and a superior cost structure.

We’re also releasing a new liquidation engine for Aave V4, bringing even more flexibility and performance to the protocol. More details here: https://t.co/ebUlEptZVa

If Aave and DeFi can withstand the most volatile asset class in the world, crypto, we should apply these systems to all assets, across both crypto and TradFi.

Aave will win.

[Sandeep | CEO, Polygon Foundation (※,※) @sandeepnailwal]

25.7 MILLION POL burned in January

i.e. 0.24% of POL's total supply that's now gone.

If this continues, by the end of 2026, ~3% of POL will be burnt by the protocol.

POLs value accrual is so clearly defined - More usage on POS chain, more POL tokens get burnt. Simple.