ndyzan

Crypto San

[ndyzan @ndyzan]

@trader1sz If won - with receipt, of course, all will go towards mother's mortgage to pay it off. Thanks

3iknNT7STDZnA4YpXCp9WDJ2Quf62w47NNxHxtHQJJpW

[ndyzan @ndyzan]

@HeyPinky_ 9gnHq18ry4joRbhVtuKXQAeFKm2FSCbAo8B2YhVUh9BS

[ndyzan @ndyzan]

@HeyPinky_ Thank you Ansem sama

9gnHq18ry4joRbhVtuKXQAeFKm2FSCbAo8B2YhVUh9BS

[Raoul Pal @RaoulGMI]

There is a rising probability that we have a super cycle based on:

Increasing interest payments that need monetizing via the bank of system

The reliance on short term bill issuance reducing cyclically of debt rollover.

The largest capex boom in history based on the most important tech ever.

An potential explosion in bank credit to finance the capex

A global race between China and the US that can't be stopped.

The only thing that stops this is if services inflation disinflation (via productivity) doesn't offset goods inflation. It did in the 90's but that is the key variable now.

According to the Universal Code, almost all available capital will flow into increasing output of intelligence per unit of energy (and the lowering of electricity costs) at the transition phase when we enter the Economic Singularity ie when intelligence exponentially increases faster than current economic and political systems operate.

Not a certainty but a rising probability

[Katyayani Shukla @aibytekat]

If your manager unexpectedly puts you on a Performance Improvement Plan (PIP), do not sign it immediately.

Do not argue. Do not quit quietly.

Execute these 18 steps immediately to flip the leverage:

[Posty @PostyXBT]

New financial year means another £20k ISA allowance

Slowly feeding the cash into stocks throughout 2026

Shout out @MacroCRG for giving me a kick up the arse with this. My only regret is not starting years ago

[Whale Factor @WhaleFactor]

🐋 WHALE WATCH: Real World Assets (RWA) are the holy grail.

$ETH · $2,108.13: PayPal Visa JPMorgan (tokenization) Fidelity ConsenSys (enterprise)

$LINK · $8.80: SWIFT DTCC Euroclear Citi ANZ BNY Mellon Mastercard Fidelity International

$SOL: Visa Shopify Stripe US Government Strategic Reserve

$WLFI · $0.09: MGX Apex Group ($3.5T AUM) Securitize Pakistan Crypto Council LSEG (London Stock Exchange Group)

$XRP · $1.31: SBI Holdings Santander Bank of America PNC Bank Standard Chartered MoneyGram

$AVAX · $8.70: Deloitte California DMV Franklin Templeton

$HBAR: Truist Bank UK Civil Aviation Authority Bank of Ghana NVIDIA Accenture FedEx Verra (carbon markets) Lloyds Banking Group Google IBM Boeing Deutsche Telekom LG

$ALGO · $0.11: Google (Agent Payments Protocol) Nubank Mastercard (Pera Debit Card) SWIFT (ISO 20022) Telegram

$SUI · $0.87: Alibaba Cloud

$TAO: Cerebras

$ONDO · $0.25: BlackRock Franklin Templeton

$RENDER: Apple

$CPOOL · $0.02 : Jane Street Wintermute Flow Traders

$AERO · $0.31: SBI Holdings Japan

$ICP: UNDP MAS (Monetary Authority of Singapore)

$INJ · $2.84: Google Cloud

$DMTR · <$0.01: FAO (United Nations)

$FET · $0.22: Bosch Deutsche Telekom

$ENA · $0.08: Alchemy Pay Anchorage Digital

$SEI · $0.05: Xiaomi (pre-installed wallet globally from 2026) BlackRock Hamilton Lane Apollo (RWA commitments)

$XLM · $0.15: MoneyGram IBM World Wire Mastercard PayPal (PYUSD settlement) Société Générale-FORGE Franklin Templeton

$VET · <$0.01 : Walmart China BMW LVMH PwC DNV GL BCG UFC

The bridge between TradFi and DeFi is officially open.

[Route 2 FI @Route2FI]

I guess the coins I like the most going into the new cycle are these:

1. $HYPE (perps, L1)
2. $TAO (AI, L1)
3. $NEAR (AI, L1, privacy)
4. $LIT (perps, the best bet on perps after HYPE)
5. $PUMP (memecoins, speculation)
6. $ZEC (L1, privacy)
7. $MON (new L1)
8. $MEGA (new L2)

New coins good, old coins bad. HYPE, LIT, PUMP, MON, MEGA has never been in a bull. Well, you could argue HYPE launched at the tail of the bull, but not a full cycle. TAO and NEAR are clear tokens in the AI narrative. ZEC is the "VC-privacy coin".

But tokens are not stocks, they have no value. Yes, and no. I think this is one of the hardest "dilemmas" of the new cycle. Betting on tokens in 2023 felt like a no-brainer. We all had hopes that our coins would make a comeback at some point. Now, in 2026, with an infinite number of tokens, it's harder than ever to pick something. There is a huge difference between a good product and a good token, and since most tokens are governance tokens, do we really need them? Maybe not, but it remains the main vehicle for speculation.

What about BTC, SOL, ETH? BTC should always be a part of a core portfolio, maybe SOL and ETH also, but I think the ones above will outperform compared to them.

Anyway, my gut feeling says that there will be something else that takes the spotlight, and that "the new thing" will outperform all of the 8 I listed. These are my thoughts today. Next week or next month I could already have changed my mind, so NFA and do your own research.

[Jesus Martinez @JesusMartinez]

Nvidia is worth $4.4 trillion.

OpenAI just raised $110 billion in a single round. More than all of crypto VC since 2022. Combined.

And the #1 AI blockchain is sitting at $2.3 billion. Nobody is paying attention.

Bittensor just ripped 30% in a week. Not on hype. On a real technical milestone.

A team on Subnet 3 just trained a 72 billion parameter language model. Fully decentralized. No central cluster. Anyone with GPUs could join.

That's never been done before. Anywhere.

Here's what most people are missing about Bittensor:

• 21 million max supply. Same as Bitcoin. 4-year halving cycle. No pre-mine.
• First halving already happened December 2025. Daily emissions cut 50%.
• Grayscale filed for a TAO ETF (ticker: GTAO) on NYSE Arca. Bitwise is right behind them.
• Founder stepped down February 2026. Fully headless protocol now. No CEO.
• 129+ active subnets producing real AI products. Not roadmap promises.
• Subnet market cap hit $822 million. Record 27% of TAO's total value.

The subnets are what make this different from every other AI token.

Chutes (Subnet 64) is the #1 inference provider on OpenRouter. Beating centralized players. 85% cheaper than AWS. First subnet to $100M market cap.

Ridges (Subnet 62) builds autonomous coding agents. Outperformed Claude 4 on benchmarks. Backed by Stillcore Capital. $10K+ daily prize pool for miners.

Bitcast (Subnet 93) is building a decentralized creator network. Brands pay for results. Creators earn TAO. No contracts. No middlemen. Up 50% this week alone.

While most of crypto chases memecoins, capital is quietly rotating into AI.

AI tokens led the entire market last week. +7% sector-wide. Bitcoin did 2.5%.

The ETF filing is the part nobody is talking about.

Think about what the Bitcoin ETF did. $42K to $73K in three months. TAO is at $2.3 billion market cap right now. Imagine institutional money pouring into that.

AI is not a trend. It's the infrastructure of the next 20 years. And the largest AI blockchain is still early.

[Tuki @TukiFromKL]

🚨 Do you understand what's happening at Amazon right now?

Their own AI coding agent Kiro reportedly "decided" the fastest way to fix a config error was to delete the entire production environment. Gone. A 6-hour outage. 6.3 million orders lost.

Amazon's SVP called thousands of engineers into a mandatory meeting this week. Not to discuss strategy. To discuss damage control.

Now here's my prediction and I want you to screenshot this:

Amazon won't just ban AI-assisted code. They'll make every engineer personally liable for AI-generated code they approve. Other Big Tech will follow within 6 months.

Think about what that means.

The same companies that fired thousands of engineers to "restructure around AI" are about to tell the remaining ones.. you're now legally responsible for code you didn't write, can't fully understand, and were told to ship faster.

Atlassian fired 1,600 people this morning to go all-in on AI. Replit is hiring kids who vibe code. And Amazon, the company that BUILT one of these AI coding agents just watched it nuke production.

The vibe coding era isn't ending. But the "move fast and let AI break things" era is about to hit a wall. And that wall is called liability.

Companies wanted AI to replace engineers. Now they need engineers to babysit AI. And they already fired the babysitters.

[Dami-Defi @DamiDefi]

Privacy Infrastructure is Being Funded at Scale

Here Are The Top Upcoming Privacy Projects by Total Funding Raised

$ALEO | @AleoHQ: $228M
$AZTEC | @aztecnetwork: $180M
$UMBRA | @UmbraPrivacy: $154.9M
$ZAMA | @zama: $130M
$NAM | @namada: $60M
$MIDEN | @0xMiden: $25M

Over $777M raised to make privacy the default, not the exception.

The infrastructure is being built whether the market is watching or not.

Which one are you most bullish on?

[Derrick - Investing at Big Brain Holdings @zeebradoom]

Most exciting projects in crypto to keep track of in 2026 imo:
- @sphere
- @peerxyz
- @Backpack
- @commonwarexyz
- @RobinhoodApp
- @humidifi
- @titanbuilderxyz
- @tether
- @PayPal
- @tempo
- @Visa

what am I missing?

[Half time Memes @ExtraTimeMeme]

You’re bored because you’re not doing side quests, man.

Life is more than just working and then throwing yourself into bed doing nothing.

Here are 50 side quests to complete:

[Martin Lewis @MartinSLewis]

CONFIRMED: I was asked on @itvMLshow if within a tax year someone turns 18, could they put £9,000 in a junior ISA before their birthday and the full £20,000 in a normal ISA after. Ie if they're lucky enough to have £29k is all ISAable.

I said I was 80% sure it was a yes you can do both as they are separate allpwances, now HMRC has confirmed that is correct.

[The DeFi Investor 🔎 @TheDeFinvestor]

~70% of the revenue in the DeFi perps sector is generated by only one app:

Hyperliquid.

Pretty insane considering how many perps DEXs are out there.

[Crypto Revolution Masters @revolut20]

There has been a lot of noise lately around compliance in crypto. Some recent reports painted an incomplete picture of what actually happened at @binance. When you look at the facts, the story is very different.

👉First, no Binance employees were fired for raising compliance concerns. That narrative simply is not true. What actually happened is a strong example of a compliance system doing exactly what it is designed to do.

🔥Binance’s compliance program continues to show real results. One of the most important indicators is the dramatic reduction in sanctions exposure. From January 2024 to July 2025, sanctions related flows connected to Binance dropped by about 97 percent. That kind of progress reflects years of investment in monitoring systems, stronger controls, and a growing global compliance team focused on protecting the ecosystem.

The recent case also shows how these systems work in practice. Binance’s internal monitoring detected a complex pattern of suspicious activity involving accounts across multiple jurisdictions. The team conducted detailed investigations, removed the accounts involved, and reported the findings to law enforcement. This is exactly how a responsible platform should operate.

It is also important to understand the complexity of global blockchain investigations. Crypto transactions often move across different platforms, wallets, and countries. Exchanges play a key role by identifying unusual activity, sharing intelligence, and working closely with authorities to trace and disrupt illicit networks.

🔥Binance has supported authorities in confiscating more than 131 million dollars linked to illicit activity, processed over 71,000 law enforcement requests worldwide, and provided more than 160 training sessions to help investigators better understand crypto related threats.
( More Info: Pics below )

Instead of reacting to headlines, it is worth looking at the full context and the actual compliance outcomes. The blog explains the details, the investigation, and the broader effort to strengthen safety across the crypto ecosystem.

👉Read more in the blog:
https://t.co/bwKZWKRn1q

I believe this is what responsible growth in crypto looks like. Strong compliance, transparency through blockchain technology, and real cooperation with global authorities to keep the ecosystem safer for everyone.

👉And it feels good to build in such a good environment. Start your Journey with Binance:

https://t.co/XYq4417zDd

#Binance

[ndyzan @ndyzan]

@bnbchen 69.420

[Rossium @rossium]

> be anon
> studies probability theory since 14
> gets into MIT
> recruited by Jane Street
> 2 years, $350k/yr, 80hr weeks
> discovers people bet on 15-min BTC markets
> realizes he’s been training for this his entire life
> builds Poisson + Kelly model in one weekend
> loads $389
> made more in 30 days than 2 years at Jane Street
> quits and goes full-time building quant systems
> now makes 7 figures/month from a laptop in St. Barts, trading in his underwear

never before in human history has it been so easy to escape the permanent underclass

you can literally become quant by reading this article, using AI and being locked in for a 6 months

- but most of you will not

[BSCN @BSCNews]

🚨BREAKING: CRYPTO FACES MASSIVE $5.8B+ TOKEN UNLOCK WAVE IN MARCH

Over $5.8 billion in tokens set to flood the market across 100+ projects, major ones include:

$RAIN: $338M (March 10, heavyweight after 10x run)
$WBT (WhiteBIT): Up to $4B+ cliff unlock
$ASTER: $56M
$SUI: $48
$HYPE, $ENA, $ZRO & more adding hundreds of millions

[Kairos @KairosTradeX]

THE OPPORTUNE MOMENT IS HERE.

KAIROS.

RT for Access.