jumper.eth🐐

[Solid Intel 📡 @solidintel_x]

INTEL: Michael Saylor hinting at buying more Bitcoin
$BTC

[Elon Musk @elonmusk]

The latest 𝕏 algorithm has been published to GitHub
https://t.co/ZCOm51uxmh

[Roan @RohOnChain]

https://t.co/h2Ea2y97ZS

[Arkham @arkham]

USDC HOLDERS RICH LIST

USDC has become the backbone of crypto liquidity, and the biggest holders might surprise you. Binance controls $10.2B USDC, while Sky (MakerDAO) holds the single largest wallet at $3.7B.

Our research team broke down the top USDC holders in 2026:

[Claude Code Studio @ClaudeCode_love]

【速報】
Claude Codeから
17,000以上の株式データに
数秒でアクセスできるようになりました😳
https://t.co/ZhuGzUrPy7
接続方法も簡単👇
Claude Codeを開いてこれを貼るだけ。
claude mcp add --transport http financial-datasets https://t.co/OXAJF1BeEe
その後、Claude Code内で
/mcp
と入力してOAuth認証。
接続確認はこれ。
claude mcp list
これで例えば、
「Appleの現在のP/Eレシオと時価総額は？」
「Teslaの過去4四半期の損益計算書を見せて」
「Bitcoin価格は過去1年でどう推移した？」
みたいな金融リサーチを
Claude Codeにそのまま聞ける。
これ、地味に見えてかなり大きい。
今まで金融データを見るには、
サイトを開く
CSVを探す
Excelに入れる
分析する
という流れが必要だった。
でもこれからは、
Claude Codeに金融データを接続
↓
自然言語で質問
↓
財務・株価・企業データを即分析
という流れになる。
Claude Codeが
「開発ツール」から
「リサーチOS」に進化してきてる。

[gus @igus_ai]

Cancelé $2.000/mes en suscripciones de Trading

Reemplacé casi todo por repositorios Open-Source 100% gratis

Este es el stack completo:

1. TradingView Pro ($30/mes) → lightweight-charts

14K estrellas. Creado por el propio equipo de TradingView. 45KB. Gratis.
> https://t.co/VqpSa8RNuR

2. Bloomberg Terminal ($2.000/mes) → fredapi + Claude

Acceso a todos los datasets macroeconómicos publicados por la Fed mediante API gratuita
> https://t.co/1dvvJRkXVB

3. Plataforma de backtesting ($100/mes) → prediction-market-backtesting

Fork de NautilusTrader con adaptadores para Polymarket y Kalshi
> https://t.co/wzFhoGQNbG

4. Ingeniería inversa de estrategias → polybot

Infraestructura de ejecución y datos de mercado con paper trading.
Kafka, ClickHouse y Grafana como pipeline completo de analíticas
> https://t.co/x3rufeBuyX

5. Paper trading para agentes IA → polymarket-paper-trader

Order books reales, modelo exacto de fees y tracking de slippage tu agente de Claude recibe $10K ficticios para operar
> https://t.co/kp9IZyacpF

6. Ahorro de tokens → rtk

Proxy CLI que reduce entre un 60-90% el consumo de tokens en Claude Code
escrito en Rust, binario único y compatible con 10 herramientas IA
> https://t.co/9n4E6OdxA6

7. Claude Code ($200/mes) → goose

35K estrellas. Desarrollado por Block (Jack Dorsey). Escrito en Rust. Funciona con cualquier LLM y ofrece un loop completo de agentes IA
> https://t.co/S8SDZjNbwz

Antes: +$2.600/mes
Ahora: prácticamente $0

Guárdate este post, me lo agradecerás. 🔖

[Arkham @arkham]

Blockchain Analytics 101

Every on-chain transaction is public, permanent, and traceable, turning raw blockchain data into actionable intelligence. Analytics powers every part of compliance, investigations, and modern crypto finance.

Our research team breaks it all down:

[宝总的财富指南 @baozong_facai]

这 1 小时采访，值得反复听。

受访者是一位顶级数学家投资人，
创造了 1000 亿美元以上财富，
平均回报率高达 66%。

很多人认为，
他的认知深度甚至超过巴菲特、索罗斯和达利奥。
里面的投资知识，
比 20 万美元 MBA 还值钱。

先收藏，再书签。
无论如何，听完它。

[Wu Blockchain @WuBlockchain]

Asia’s weekly TOP10 crypto news: Russia Imposes Full Ban on Crypto-to-Cash Exchanges, Japan to Regulate Crypto Assets as Financial Products, Korea Advances Digital Asset Act, Dubai Expands RWA Rules, Hong Kong Explores RMB Stablecoins.

[Ari | Theo @AriPingle]

Yesterday, Hyperliquid oil perp was paying -300% annualized funding. Onchain infrastructure is telling us something about how commodity markets will work going forward

@tradexyz perps use CME front month as the oracle. Front month ~$95, back month ~$87. Oracle rolls over 5 business days, stepping down ~$1.70 per shift

The "obvious" trade is to short the perp, hedge on CME, collect the roll. We open-sourced a model to price it w/ a link at end of the 🧵

[Layergg @layerggofficial]

🦖South Korean Giants are Finally Entering the Web3 Stable Coin Arena.

1) Today, news broke that Toss(VivaRepublica), South Korea’s leading unlisted fintech unicorn, is preparing to launch its own mainnet and issue its own cryptocurrency.

2) https://t.co/Evq9WVWroI

3) For a long time, the Korean Web3 scene lacked "Big Companies."

4) Following the $LUNA collapse, draconian regulations essentially stifled any major corporate movement.

5) As a result, the domestic Web3 infrastructure was decimated, leaving the "Stablecoin Infrastructure" and "Payment Railways" as a complete vacuum—unclaimed territory waiting for a leader.

6) We are now anticipating a fierce battle among Big Tech and financial giants to seize this infrastructure:

7) Toss: Building an independent mainnet and ecosystem.

8) Naver Financial - Dunamu (Upbit): Strategic alliance between a platform giant and the top exchange. Building Giwa Chain

9) Mirae Asset - Korbit: Traditional financial capital entering the digital asset space.

10) Hashed: Scaling its own native mainnet, 'Maru'.

11) Why is this happening now?

12) The most critical signal comes from the top.

13) Shin Hyun-song, the incoming Governor of the Bank of Korea and former BIS Chief Economist, has made a significant pivot.

14) Previously bearish on the sector, he recently stated that "the coexistence of stablecoins and CBDC is possible."

15) https://t.co/GVnpldPo8U

16) The implications are clear: KRW-based stablecoins are now becoming a matter of national policy.

17) The regulatory floodgates are beginning to open, and the government's direction is shifting toward integration.

18) This is just the beginning. While the market remains bearish, institutions have been building their "Next Step" under the radar.

19) The next "Big Company"—a positive successor to the scale of $LUNA—is highly likely to emerge from the leaders of this stablecoin infrastructure.

20) The real game has just begun. While the market remains bearish, institutions are quietly preparing their next steps behind the scenes.

These are the stablecoin-related players listed on the KRX. While we don't know which one will take the crown yet, the ultimate winner is undoubtedly hiding in this lineup.

--------------------------------------------------------

💞 Please Like + Retweet if you enjoy this

[*Walter Bloomberg @DeItaone]

IRAN'S HATAMI TELLS OPERATIONAL HEADQUARTERS TO MONITOR 'ENEMY MOVEMENTS WITH UTMOST ACCURACY' TO COUNTER THEIR PLANS, ESPECIALLY GROUND ATTACK

[Oracle Boar @bored2boar]

https://t.co/0EqQmyCLit

[Goshawk Trades @GoshawkTrades]

https://t.co/zY22h11YCE

[jon becker @beckerrjon]

added polymarket data to the public dataset.

400m+ trades going back to 2020.

36gb compressed.

MIT licensed, free to download via @Cloudflare R2.

[Roan @RohOnChain]

https://t.co/mzc1xbkxtQ

[CoinList @CoinList]

Attention @USDai_Official ICO Participants:

Lock your $USDai for 4 or 8 months and receive a Refund Right for your ICO Purchase: return anytime during the lock for 100% of your original ICO contribution. Discount up to $190M.

Choose your strategy:

1/ BOOST OWN (4 month lock)
• Full refund right at $300M anytime during lock period
• $270M FDV if held to maturity (4-8 months), discount paid back in stables
• Earn S2 points

2/ MAX OWN (8 month lock)
• Full refund right at $300M anytime during lock period
• $190M FDV if held to maturity (8+ months), discount paid back in stables
• Earn S2 points

Real upside with principal protection.

[Tria @useTria]

UX is still crypto’s most underestimated problem.

On this week’s livestream hosted by @ice_breaker_tv, @vreeland is joined by @dripchain and @gauge_e1 to unpack why UX gets deprioritized, and what changes when friction disappears.

Livestream starts in 2 hours. Set a reminder.

[Pendle @pendle_fi]

Pendle Print #101

🔹sPENDLE buyback commenced, 1st yield drops 13 Feb
🔹PT-srUSDe + PT-USDe markets on Lista (BNB Chain)
🔹New Ethena markets (May 2026) on Aave, including PT-srUSDe
🔹PT markets on Compound soon!
🔹Boros hits $10B in volume, lists XAU + XAG fundings, supports Gate exchange markets

[Dean Eigenmann @DeanEigenmann]

was sent a pretty in-depth report on what's driving the crypto unwind. the short version: a large non-crypto entity likely based in HK was running JPY carry trade funding into leveraged IBIT options + Binance positions + precious metals. Oct 10 blew a hole in the balance sheet ($19.16B in crypto liquidations, largest single day ever). prime broker granted ~90 days. entity doubled down on PM recovery trade. Warsh nomination destroyed it (gold −11%, silver −31%). now underwater on all legs. Feb 5 was the forced unwind. IBIT did $10.7B volume, $900M in options premium, both all-time records. 13F filings drop Feb 14. we'll know who it was soon.