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@rezosh
crypto since 2015 | building where attention lags power
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Joined November 2010
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@coinbureau This is a clean example of compliance infrastructure becoming a de facto gatekeeper across "permissionless" protocols.
@AltcoinDaily Cardano has slow execution and weak builder culture + TapTools, one of its main data/infra platforms, is shutting down. https://t.co/vnwGoF9iPg
Cardano was once worth around $95B. Now itās roughly ~$8B. We had plenty of multi-billion-dollar projectsā¦ and now, in Cardano, TapTools (one of its main data/infra platforms) is shutting down.
Iām not surprised. I never held this coin and never really understood it, except maybe at the very beginning of my crypto journey.
For years, Cardano sold decentralization and peer-reviewed research, while leaving speed, UX, and real economic incentives for later.
Slow execution and weak builder culture... without the degen energy that carried Ethereum and Solana. High costs with low usage.
This isnāt a bug of one specific platform, itās arithmetic... and TapTools shutting down is not random, itās a leading indicator. First, the infrastructure layer dies: data, tools, analytics. Cos thereās nothing to feed it... no real usage. Then come the apps that depended on those tools.
You can be ātop-5 by market capā and still be hollow inside.
Capital and talent are not sentimental, they flow to where something is actually moving.
Cardano spent years explaining where everything was going. Solana, for example, simply went there.
Who to follow
CUHK Medicine
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Top medical school in the world. Official account of Faculty of Medicine of The Chinese University of Hong Kong.
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Radix - Radically Different DeFi
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@Harbin_Electric
HE, a conveyor of brightness and power, is providing quality products for the power energy development of both China and the World.
@CryptoMichNL @IOHK_Charles Cardano had slow execution and weak builder culture without the degen energy that carried Ethereum and Solana... high costs with low usage and now TapTools, one of its main data/infra platforms, is shutting down. https://t.co/vnwGoF9iPg
Cardano was once worth around $95B. Now itās roughly ~$8B. We had plenty of multi-billion-dollar projectsā¦ and now, in Cardano, TapTools (one of its main data/infra platforms) is shutting down.
Iām not surprised. I never held this coin and never really understood it, except maybe at the very beginning of my crypto journey.
For years, Cardano sold decentralization and peer-reviewed research, while leaving speed, UX, and real economic incentives for later.
Slow execution and weak builder culture... without the degen energy that carried Ethereum and Solana. High costs with low usage.
This isnāt a bug of one specific platform, itās arithmetic... and TapTools shutting down is not random, itās a leading indicator. First, the infrastructure layer dies: data, tools, analytics. Cos thereās nothing to feed it... no real usage. Then come the apps that depended on those tools.
You can be ātop-5 by market capā and still be hollow inside.
Capital and talent are not sentimental, they flow to where something is actually moving.
Cardano spent years explaining where everything was going. Solana, for example, simply went there.
Cardano was once worth around $95B. Now itās roughly ~$8B. We had plenty of multi-billion-dollar projectsā¦ and now, in Cardano, TapTools (one of its main data/infra platforms) is shutting down.
Iām not surprised. I never held this coin and never really understood it, except maybe at the very beginning of my crypto journey.
For years, Cardano sold decentralization and peer-reviewed research, while leaving speed, UX, and real economic incentives for later.
Slow execution and weak builder culture... without the degen energy that carried Ethereum and Solana. High costs with low usage.
This isnāt a bug of one specific platform, itās arithmetic... and TapTools shutting down is not random, itās a leading indicator. First, the infrastructure layer dies: data, tools, analytics. Cos thereās nothing to feed it... no real usage. Then come the apps that depended on those tools.
You can be ātop-5 by market capā and still be hollow inside.
Capital and talent are not sentimental, they flow to where something is actually moving.
Cardano spent years explaining where everything was going. Solana, for example, simply went there.
š„CHARLES HOSKINSON: MORE CARDANO PROJECTS ARE ABOUT TO DIE
Reacting to TapTools shutting down, Hoskinson warned that more Cardano DeFi projects could DIE in the second half of 2026.
āI'M NOT EXACTLY SURE WHAT MY ROLE IS TO RESOLVE THIS." š
@WatcherGuru not to mention the loss of support from the community as well.
@BitcoinNewsCom that's partially correct but not the whole picture, there's also inflation, rate hikes, macro. either way Bitcoin was never a quarterly bet. https://t.co/Karuk47Frr
Everyone is yelling: āAI IPOs are draining Bitcoinā and thatās why it isnāt pumping... but thatās only partially true.
The rotation is real as capital is flowing into AI looking at crazy growth, visible cash flow, and with SpaceX, Anthropic, and OpenAI ahead.
Thatās true, but blaming everything on AI is too convenient. Thereās inflation, rate hikes, macro... but thatās not the point for this post.
The thing is, apparently itās not just about AI. The equal-weight S&P is outperforming the cap-weighted index, meaning itās not only mega-caps carrying the market; the average stock is also in a healthy bull market.
Goldman is writing about broad earnings growth, not just one hype cycle, with more than half of the stocks positive. Capital isnāt flowing into a bubble you can simply wait out... itās flowing into a broad market supported by earnings.
I wrote about this last week: we wanted Bitcoin to integrate into global markets, and now it has. https://t.co/LiRhrknEOL
The old closed loop is broken and now every allocator asks one question: āWhere is my best risk/reward this quarter?ā And now the answer includes the entire healthy equity market and more, not just Bitcoin/AI or three IPOs.
Bitcoinās answer is different: monetary hardness and long-term risk-adjusted returns. Not something measured over one or two quarters.
In the closed era, alts lived on trapped liquidity and hype. The open era rewards what survives scrutiny. Fixed supply, verifiable scarcity, and decentralized settlement withstand competition better than anything else.
Alts lose automatic spillover, and from here, itās either real capital formation or a casino.
AI wins the headline.
Market wins the quarter.
But Bitcoin was never a quarterly bet... not for me.
@CalebFranzen yes, as redemptions also don't directly mean sales.
@APompliano Wall Street is doing what Wall Street does... this is what adoption looks like
@crypto_bitlord7 sharing my 2c on exactly this... as for Bitcoin and alts, we're seeing a structural change as alts lose the automatic spillover. https://t.co/Karuk47Frr
Everyone is yelling: āAI IPOs are draining Bitcoinā and thatās why it isnāt pumping... but thatās only partially true.
The rotation is real as capital is flowing into AI looking at crazy growth, visible cash flow, and with SpaceX, Anthropic, and OpenAI ahead.
Thatās true, but blaming everything on AI is too convenient. Thereās inflation, rate hikes, macro... but thatās not the point for this post.
The thing is, apparently itās not just about AI. The equal-weight S&P is outperforming the cap-weighted index, meaning itās not only mega-caps carrying the market; the average stock is also in a healthy bull market.
Goldman is writing about broad earnings growth, not just one hype cycle, with more than half of the stocks positive. Capital isnāt flowing into a bubble you can simply wait out... itās flowing into a broad market supported by earnings.
I wrote about this last week: we wanted Bitcoin to integrate into global markets, and now it has. https://t.co/LiRhrknEOL
The old closed loop is broken and now every allocator asks one question: āWhere is my best risk/reward this quarter?ā And now the answer includes the entire healthy equity market and more, not just Bitcoin/AI or three IPOs.
Bitcoinās answer is different: monetary hardness and long-term risk-adjusted returns. Not something measured over one or two quarters.
In the closed era, alts lived on trapped liquidity and hype. The open era rewards what survives scrutiny. Fixed supply, verifiable scarcity, and decentralized settlement withstand competition better than anything else.
Alts lose automatic spillover, and from here, itās either real capital formation or a casino.
AI wins the headline.
Market wins the quarter.
But Bitcoin was never a quarterly bet... not for me.
@BitcoinArchive yes, it's not just the "AI IPOs" although they are partially correct. still, Bitcoin was never a quarterly bet... not for me. https://t.co/Karuk47Frr
Everyone is yelling: āAI IPOs are draining Bitcoinā and thatās why it isnāt pumping... but thatās only partially true.
The rotation is real as capital is flowing into AI looking at crazy growth, visible cash flow, and with SpaceX, Anthropic, and OpenAI ahead.
Thatās true, but blaming everything on AI is too convenient. Thereās inflation, rate hikes, macro... but thatās not the point for this post.
The thing is, apparently itās not just about AI. The equal-weight S&P is outperforming the cap-weighted index, meaning itās not only mega-caps carrying the market; the average stock is also in a healthy bull market.
Goldman is writing about broad earnings growth, not just one hype cycle, with more than half of the stocks positive. Capital isnāt flowing into a bubble you can simply wait out... itās flowing into a broad market supported by earnings.
I wrote about this last week: we wanted Bitcoin to integrate into global markets, and now it has. https://t.co/LiRhrknEOL
The old closed loop is broken and now every allocator asks one question: āWhere is my best risk/reward this quarter?ā And now the answer includes the entire healthy equity market and more, not just Bitcoin/AI or three IPOs.
Bitcoinās answer is different: monetary hardness and long-term risk-adjusted returns. Not something measured over one or two quarters.
In the closed era, alts lived on trapped liquidity and hype. The open era rewards what survives scrutiny. Fixed supply, verifiable scarcity, and decentralized settlement withstand competition better than anything else.
Alts lose automatic spillover, and from here, itās either real capital formation or a casino.
AI wins the headline.
Market wins the quarter.
But Bitcoin was never a quarterly bet... not for me.
@MarioNawfal Saw some posts saying SpaceX, Anthropic, and OpenAI IPOs are what's draining capital from Bitcoin, but that's only partially true... sharing my 2c here: https://t.co/Karuk47Frr
Everyone is yelling: āAI IPOs are draining Bitcoinā and thatās why it isnāt pumping... but thatās only partially true.
The rotation is real as capital is flowing into AI looking at crazy growth, visible cash flow, and with SpaceX, Anthropic, and OpenAI ahead.
Thatās true, but blaming everything on AI is too convenient. Thereās inflation, rate hikes, macro... but thatās not the point for this post.
The thing is, apparently itās not just about AI. The equal-weight S&P is outperforming the cap-weighted index, meaning itās not only mega-caps carrying the market; the average stock is also in a healthy bull market.
Goldman is writing about broad earnings growth, not just one hype cycle, with more than half of the stocks positive. Capital isnāt flowing into a bubble you can simply wait out... itās flowing into a broad market supported by earnings.
I wrote about this last week: we wanted Bitcoin to integrate into global markets, and now it has. https://t.co/LiRhrknEOL
The old closed loop is broken and now every allocator asks one question: āWhere is my best risk/reward this quarter?ā And now the answer includes the entire healthy equity market and more, not just Bitcoin/AI or three IPOs.
Bitcoinās answer is different: monetary hardness and long-term risk-adjusted returns. Not something measured over one or two quarters.
In the closed era, alts lived on trapped liquidity and hype. The open era rewards what survives scrutiny. Fixed supply, verifiable scarcity, and decentralized settlement withstand competition better than anything else.
Alts lose automatic spillover, and from here, itās either real capital formation or a casino.
AI wins the headline.
Market wins the quarter.
But Bitcoin was never a quarterly bet... not for me.
Everyone is yelling: āAI IPOs are draining Bitcoinā and thatās why it isnāt pumping... but thatās only partially true.
The rotation is real as capital is flowing into AI looking at crazy growth, visible cash flow, and with SpaceX, Anthropic, and OpenAI ahead.
Thatās true, but blaming everything on AI is too convenient. Thereās inflation, rate hikes, macro... but thatās not the point for this post.
The thing is, apparently itās not just about AI. The equal-weight S&P is outperforming the cap-weighted index, meaning itās not only mega-caps carrying the market; the average stock is also in a healthy bull market.
Goldman is writing about broad earnings growth, not just one hype cycle, with more than half of the stocks positive. Capital isnāt flowing into a bubble you can simply wait out... itās flowing into a broad market supported by earnings.
I wrote about this last week: we wanted Bitcoin to integrate into global markets, and now it has. https://t.co/LiRhrknEOL
The old closed loop is broken and now every allocator asks one question: āWhere is my best risk/reward this quarter?ā And now the answer includes the entire healthy equity market and more, not just Bitcoin/AI or three IPOs.
Bitcoinās answer is different: monetary hardness and long-term risk-adjusted returns. Not something measured over one or two quarters.
In the closed era, alts lived on trapped liquidity and hype. The open era rewards what survives scrutiny. Fixed supply, verifiable scarcity, and decentralized settlement withstand competition better than anything else.
Alts lose automatic spillover, and from here, itās either real capital formation or a casino.
AI wins the headline.
Market wins the quarter.
But Bitcoin was never a quarterly bet... not for me.
@cryptorover a little segway, this is why miners diversifying to AI/HPC is good for Bitcoin long-term cos it protects hashrate by strengthening their business. https://t.co/ZteAjXcEiZ
Bitcoin slipped below $66k intraday. Wheras miners' all-in costs are $85-88k.
Pure hash is bleeding. Painful to watch but it's not the end of the mining industry... electricity doesn't doesnāt give a shit about hopium.
A month ago I wrote that @MARA's move into energy was structurally bullish for Bitcoin and the thesis is only cleaner now.
When a miner goes underwater it does two things: it drops hashrate, which hits network security, and it dumps its BTC to cover the bills... which hits price.
A diversified operator does neither cos it flips power to AI/HPC, keeps the rigs online on someone else's margin, and doesn't touch its Bitcoin. Hash stays sticky and the forced seller = gone.
The ones building that kind of toggle aren't leaving Bitcoin. They're the reason the network comes through the drawdown intact and players stay in an asset with real upside.
Conviction isn't tweeting through a drawdown with slogans, it's building the switch before you needed it.
Respect to the ones who did, and the ones doing it now.
Still early.
@zerohedge and the US is an ecosystem trade.
Bitcoin slipped below $66k intraday. Wheras miners' all-in costs are $85-88k.
Pure hash is bleeding. Painful to watch but it's not the end of the mining industry... electricity doesn't doesnāt give a shit about hopium.
A month ago I wrote that @MARA's move into energy was structurally bullish for Bitcoin and the thesis is only cleaner now.
When a miner goes underwater it does two things: it drops hashrate, which hits network security, and it dumps its BTC to cover the bills... which hits price.
A diversified operator does neither cos it flips power to AI/HPC, keeps the rigs online on someone else's margin, and doesn't touch its Bitcoin. Hash stays sticky and the forced seller = gone.
The ones building that kind of toggle aren't leaving Bitcoin. They're the reason the network comes through the drawdown intact and players stay in an asset with real upside.
Conviction isn't tweeting through a drawdown with slogans, it's building the switch before you needed it.
Respect to the ones who did, and the ones doing it now.
Still early.
MARA buys gas plant operator Long Ridge for $1.5B = 505 MW immediately, path to 1 GW... I'm telling you, this isn't a miner-to-AI pivot, it's a toggle switch.
The first tenant was Bitcoin, and the second is AI, so when BTC margins are brutal, AI hosting keeps miners aliveā¦ but when BTC rips, mining takes priority again.
The survivors become stronger, better capitalized, and more distributed than ever. Hashrate becomes structurally harder to kill, and that's bullish for Bitcoin's security model.
@unusual_whales this hands the global AI lead to any jurisdiction that doesn't force-dilute success
unique situation there, they actually need humanoid robots.
most of those countries are dealing with population decline and are expected to experience labor shortages later on (Japan sees it now).
humanoid robots for them aren't aiming to "replace" the workforce but actually save it
@MemeIndexer tokenmaxxing while forgetting revenuemaxxing
@AltcoinDaily stablecoins have already garnered institutional interest and criticism... the dollar turns over ~1.4x a year while stables get nearly 50x. https://t.co/oCxbXHzVCy
Back in August, I wrote about banks arguing over stablecoin supply by 2030 (Citi $3.7T, StanChart $2T) are all missing it. It's not how many get issued, but how fast they move.
Barely anyone cared then.
Velocity just hit a record = 49.7x.
$6.64T in real volume in the first five months of 2026, on a $320B market cap. Filtered Visa/Allium data showed bots and HFT loops stripped out, and the growth isn't on exchanges anymore: remittances, B2B and B2C payments. Real economy, not speculation.
Now the other side.
Bitcoin ETFs: the longest outflow streak in their history. Three quarters, $6.6B off the peak... ETH is worse = the institutional bid evaporated, issuers are printing zeros, price can't hold above $2k.
Here's what those two pictures show side by side.
Stablecoins are money that works. ETFs are money that was just held, and is now leaving. One is turnover, while the other is exposure, rotated like any macro trade.
A traditional dollar turns over ~1.4x a year, but with stablecoins, nearly 50x. At that speed, you need far less supply to push the same real volume... that gap isn't closing, but widening.
Analysts keep counting how much money might sit still.
The market is showing how fast the money that already exists is moving.
Numbers and full breakdown at @DWFLabs: https://t.co/UnX5DINR14
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