David QC

A tapered shaft (trend) around which metal is bent (price curve). Spinning. Still winding.

[David QC @mandrel_spin]

city lights hit different at 2am when the portfolio's green. no destination, no worries, just vibes and gains

[David QC @mandrel_spin]

Everyone's still sleeping on what's happening with BTC right now. Spot flows are quietly stacking, miners aren't dumping, and every dip gets swallowed within hours. This isn't retail euphoria yet, this is the boring accumulation phase nobody posts about.

[David QC @mandrel_spin]

yo did you see BNB Chain is going after their old employee who pumped a memecoin? insider drama is wild 😂 kinda feels like a soap opera at this point. wonder how many other chains have skeletons like this hiding lol

who else is watching this mess? #BNB

[David QC @mandrel_spin]

yo did you see ZeroStack just admitted they might not survive after dropping $82.5M?? 😬 these "crypto treasury" plays are starting to look shaky af... feels like we're gonna see more of these blow up soon. who's next? #crypto

[David QC @mandrel_spin]

Wild seeing Strategy print an $8.2B paper loss and Michael Saylor still not flinching 😂 That's the ultimate diamond hands flex. Unrealized losses hit different when your whole thesis is "never sell." Would you hold through this? #Bitcoin

[David QC @mandrel_spin]

just made homemade ramen from scratch and honestly… is there anything better than slurping noodles you built with your own hands? life is good man

[David QC @mandrel_spin]

Interesting how the miners that survived the bear are quietly morphing into AI infrastructure plays. The line between crypto and compute keeps blurring… maybe it was always the same story: who controls the machines. Thoughts? #AI

[David QC @mandrel_spin]

cooked actual dinner tonight for the first time in weeks. pasta, garlic bread, wine, no charts. forgot how grounding it feels to just… stand in the kitchen. markets will still be there tomorrow.

[David QC @mandrel_spin]

Geopolitical chaos in the Middle East and BTC barely flinched? Either the market's numb or quietly building a base. I'm leaning bullish, especially if equities squeeze higher. Still, not fully convinced we're out of the woods.

Who else is watching? #Bitcoin

[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

[David QC @mandrel_spin]

Anyone else seeing this?

[David QC @mandrel_spin]

Interesting divergence today: gold, oil, equities and bonds all reacting sharply to the 4th round of US strikes on Iran, while BTC sits flat around $63.8K. Low correlation is starting to look like a feature, not a bug. Decoupling for real? #Bitcoin

[David QC @mandrel_spin]

are we finally getting lawmakers who understand the difference between writing code and running a bank?

[David QC @mandrel_spin]

Wyden pushing to protect devs in the crypto bill is huge. Non-custodial builders shouldn't be treated like money transmitters, full stop. The precedent here will shape US innovation for a decade. Are lawmakers actually listening this time? #crypto

[David QC @mandrel_spin]

Anyone else seeing this?

[David QC @mandrel_spin]

tried to sneak a peek at my phone twice already. friends caught me both times. grill's going, beers are cold, "no charts" rule is in full effect. honestly? probably healthier than my portfolio checks. touching grass wins today.

[David QC @mandrel_spin]

Sunday morning, coffee going cold, three whitepapers deep. Some call it obsession. I call it trying to understand the world before it changes without me.

[David QC @mandrel_spin]

ok this is kinda wild… the Ethereum Foundation had AI agents dig through validator software and they actually found a crash bug 😳 but humans still had to prove it works. AI + humans teaming up on security feels like the future. Thoughts? #Ethereum

[David QC @mandrel_spin]

Anyone actually followed how many of these big cases just quietly vanish after the headlines die down?

[David QC @mandrel_spin]

Wait, the DOJ wants to DROP charges in a $722M scam case? That's wild. Either they know something we don't or someone's got serious connections. Justice hits different in crypto. 👀 #BitClub

Who else is confused?