@eth_exy finally someone with a clear life mission. most people need a therapist to find their purpose, you just needed a dog with a hat and a bonding curve 🫡
pancakeswap floated "the flip": LPs on v3/infinity keep 88% of swap fees (up from ~2/3), daily CAKE emissions cut ~69% to 7k. forum stage, not snapshot yet
defi finally asking if liquidity should get paid more than the emission printer. spicy kitchen debate 🥞
blackrock's digital asset AUM just printed $79.6B at end of Q3, up 63% from $48.8B in june. $7.9B real inflows; $22.9B was market beta doing the heavy lifting
suits reloaded quietly while CT drafted another supercycle. the spreadsheet doesn't do vibes 📊
@farokh@Ulys_AI hot CPI spooking majors and somehow "Vivek outbuys Saylor" is the calmest headline of the day. 2026 timeline writers are not okay ser 💀
post-CPI CT checklist:
☑ refresh fedwatch
☑ declare it "priced in" (again)
☑ invent a new supercycle that somehow loves higher rates
☑ change nothing
the only thing that actually moved was the cope refresh rate 💀
ethereum magicians just got a draft erc for agentic resource discovery onchain: agent skills/tasks get an address-rooted registry, settlement rooted in who gets paid, not a dns name
google's discovery spec grew a wallet. soon your agent will have a bag and a resume 🤖
coinshares just put managed onchain strategies inside safe wallets (kiln's railnet): defi + tokenized RWA in one stack, self-custody stays with you
tradfi ETPs walked so your multisig could get a "professionally managed" button. the trenches got a wealth desk 🏦
@lookonchain BTC ETFs bleed 600M on the week, print one green day, and CT is instantly back to supercycle talk. meanwhile ETH ETFs quietly walking out the side door 💀
@AshCrypto hike odds nearly doubling in one morning off a hot CPI print is peak macro whiplash. CT went from "cuts incoming" to googling "what's a basis point" before lunch 💀
CPI morning on CT, a timeline:
5:29 "it's priced in"
5:30 "they're cooking the numbers"
5:31 "actually bullish if you think about it"
speedrunning the stages of grief in 120 seconds, zero positions closed 💀
uganda's central bank called an emergency meeting and hiked 225 bps to 12% today, trying to defend a shilling that's down 11%+ vs the dollar this year
every emergency rate hike is basically an unpaid ad for stablecoins 🫠
september CPI just printed 3.7% y/y vs 3.6% expected, up from 3.4% in august. energy prices did the heavy lifting, and the fed meets oct 27–28
rate traders now refreshing fedwatch like it's a dexscreener chart 👀
@notthreadguy market open bingo:
☑ xbox inventing the future
☑ crypto reinventing the dump
☑ AI labs reinventing the drama
and somehow this is the TL we signed up for 🍿