She-wolf

[She-wolf @she_wolf3003]

RAILGUN — Beyond Just a Trade 🐺

[Layergg @layerggofficial]

Will Arthur show his paper hands again?

Compared to the grand vision he promotes, @CryptoHayes tends to liquidate his positions far too quickly, making his short-term profit motives rather obvious

He said:
$HYPE to $150, but dumped at $61 after ? months,
$ZEC to $10K, but dumped at $423 after ? months,
$CARDS to $4, but dumped at $0.26 after ? days.
$WLD to $10, but dumped at $0.47 after $?? days.
(He even said, "I’m still holding $WLD", but sold all the next day 😂)

And today, he shilled $SYN
$SYN was shilled at 7 AM on June 29 (KST)

When will he sell $SYN? It’d be hilarious if he sells within 24 hours 🤣

[Michael Saylor @saylor]

Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/AUoUCtem53

[Michael Saylor @saylor]

Strategy has established a $BTC Monetization Program under which we may sell BTC to fund our:
- USD Reserve ($1.25B cap)
- dividends and interest expense
- repurchases of our Digital Credit securities and $MSTR under our repurchase programs

[CoinMarketCap @CoinMarketCap]

LATEST: 📈 Arthur Hayes says he'd pick Ethereum over Bitcoin right now if forced to invest in just one, based purely on their charts.

[The DeFi Investor 🔎 @TheDeFinvestor]

Crypto Watchlist for the week ahead:

$AERO - Aerodrome will release a mechanism called Predictive Allocation in July to boost its capital efficiency

$BNB - Binance stops serving EU clients from July 1, as it didn't get a MiCA license

Variational - Variational will release a new RWA trading competition tomorrow

$BTC - The final US Clarity Act bill text will be released on July 4

$PYTH - Pyth Network will make a big announcement on June 30

$HOOD - Robinhood will make a big crypto-related announcement on July 1

$POL - Polygon zkEVM will sunset on July 1

If you enjoyed reading this, a like and a repost would be appreciated🫡

[David Hoffman @TrustlessState]

The @Lighter_xyz thesis is simple

> exchanges are the best business in crypto

> the perp exchange is a brand new category

> a zkL2 is the structurally strongest way to build an exchange. High security, low opex, high margins.

> the technical product is the best on the market. Lowest latency, lowest execution costs, fully transparent.

> engineering team cracked

> US domiciled and compliant, unclaimed territory

> a call option on a compliant tokenization - more RWAs issued onchain is money legos for financial products built on Lighter, serving US capital markets

> Vlad is in the right circles, knows the right people, wants to swing big

@Lighter_xyz has a real shot at competing with the top dogs, Coinbase and Robinhood, as a regular crypto exchange (w/ retail onramps), and also spearheading the US perp financialization market

Beyond that, Lighter has the opportunity to evolve what it means to be financial institution in the US.

Lighter's business logic is encoded in zk circuits. It is non-custodial, fully auditable, provably correct, all secured by Ethereum.

This is what a next-generation financial instruction looks like. Low cost, low headcount, massively scalable, entirely built as code, interoperable with Ethereum.

$500m mc

[Hyperliquid @HyperliquidX]

Hyperliquid has been added to the MAS's Investor Alert List (IAL). IAL listing does not constitute a ban, an enforcement action, or a finding of wrongdoing. The IAL provides a list of entities that, based on information available to MAS, may be wrongly perceived as being licensed or in any other way authorised or regulated by MAS. Many large exchanges and defi protocols have been included on the IAL.

Hyperliquid is permissionless infrastructure. It is not, and has never claimed to be, licensed or authorised by MAS, and no one should regard it as such. Nothing about the network has changed. As on other permissionless blockchains, users maintain self-custody at all times, and transactions settle transparently and fully onchain.

The Hyperliquid ecosystem remains committed to engaging collaboratively and constructively with regulators and institutions globally and to supporting clear, well-designed frameworks for onchain finance.

[Layergg @layerggofficial]

What happened in Market in the last ~24h💾

● Micron Earning Status

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

● With the opening of the Hormuz oil fields boosting supply, Brent crude prices have given up all the wartime gains.

● $CARDS rose 8% in just 15 minutes after the news of its #OKX spot listing.
#OKX is the first major exchange to list $CARDS. Can $CARDS also get listed on #Coinbase, #Binance, #Upbit, and #Bithumb?
https://t.co/LOGa2MpbVH

● After more than a month offline, the thorchain network is fully back. Signing, churning, secured and trade assets, LP actions, and swaps are all up and running. $XMR is coming, $ZEC follows close behind

● Predict with Polymarket makes it feel Telegram-native: open the mini-app, connect a TON wallet, fund with USDT on TON, take positions on a prediction market.

● Onchain price discovery, transparent distribution, and instant liquidity, all without writing a single line of code, Setting up a token auction on Uniswap Web App

● [💀] Kyber Network Exploiter has started laundering funds again.
Andean Medjedovic, known as the @KyberNetwork Exploiter, transferred 2K $ETH ($3.3M) to @TornadoCash. These 2 entities have laundered at least 19K $ETH ($42.7M) through @TornadoCash so far.
https://t.co/Eor7yplw1F

🔴 [Loser] $MIM has depegged. (24H -37%, Depeg -50.72%)
The stablecoin $MIM, which tracks 1 USD, is backed by crypto collateral. MIM’s collateral consists of assets deposited in Abracada’s Cauuldron. After the depeg occurred, @MIM_Spell stated that it will gradually raise interest rates across all Cauldrons to encourage debt repayment and reduce the outstanding $MIM supply. Curve bribes will also be suspended until $MIM is pegged back to 1 USD.
https://t.co/vjpK37xuRS

🔴 [Loser] $M plunged 85%.
After plunging 85% in about 3 hours, it rebounded 147% from the low. Its current MC is $996M, and FDV is $7.55B. There has been no announcement from @MemeCore_M so far. OI temporarily surged by about 41%.
https://t.co/s0Mer3Dsqs

**********************************

💞 Please Like + Retweet if you enjoy this

🚫 Disclaimer
*This information is not financial advice, and you are always responsible for the investment.
**The above information can be changed to reference materials, and the provided information and actual information may be different, so please check the fact yourself.

[Cointelegraph @Cointelegraph]

⚡️ LATEST: Grayscale listed the top 15 revenue-producing crypto protocols trading at low multiples ahead of the CLARITY Act, led by $HYPE, $PUMP, and $CAKE.

Is your favourite on the list?

[Wall St Engine @wallstengine]

MICRON $MU Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $41.46B (Est. $35.5B) 🟢
🔹 Adj. EPS: $25.11 (Est. $20.4) 🟢
🔹 Adj. Gross Margin: 84.9% (Est. 81.8%) 🟢

Q4 Guide:
🔹 Revenue: $50.0B ± $1.0B (Est. $43.4B) 🟢
🔹 Adj. EPS: $31.00 ± $1.00 (Est. $24.3) 🟢
🔹 Gross Margin: 86% (Est. 83%) 🟢
🔹 OpEx: Approximately $1.65B

Q3 Segment Revenue:
🔹 Cloud Memory: $13.76B (Est. $10.69B) 🟢
🔹 Core Data Center: $11.52B (Est. $6.8B) 🟢
🔹 Mobile & Client: $11.52B
🔹 Automotive & Embedded: $4.63B (Est. $3.51B) 🟢

Other Metrics:
🔹 HBM4: In high-volume shipments for lead customer platform
🔹 HBM4E: Volume production expected in calendar 2027
🔹 G9-based PCIe Gen6 high-performance SSD: In high-volume production
🔹 High-capacity 245TB QLC SSD: Shipments commenced

Financials:
🔹 Adj. Gross Margin: $35.199B
🔹 Adj. Operating Income: $33.681B
🔹 Adj. OpEx: $1.518B
🔹 Investments in CapEx, net: $7.1B
🔹 Cash, marketable investments, and restricted cash: $30.2B
🔹 Operating Cash Flow: $25.39B
🔹 Adjusted FCF: $18.3B

Capital Return:
🔹 Dividend: $0.15/share payable July 21, 2026 to shareholders of record as of July 6, 2026

Commentary:

🔸 “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era.”

🔸 “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand.”

🔸 “We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”

🔸 Expects tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Senate to release crypto tax legislation as early as fall 2026.

[Cointelegraph @Cointelegraph]

⚡️ UPDATE: THORChain has resumed trading after more than a month-long halt.

The protocol says security upgrades are complete, old vaults have been migrated, and native ZEC swaps are coming next.

[Akashians @akashians_]

GLM 5.2 is live on @akashnetAI.

Top-performing open-weight model right now — with a massive 1M token context built for serious coding agents.

If you’re still using smaller context models, you’re bottlenecking yourself.

Test it: https://t.co/hIL1bl0Gf3 | @OpenRouter
$AKT #DePIN #DeAI #GPU #AI #GLM5 #WEB3

[RAILGUN - Private Ethereum DeFi @RAILGUN_Project]

RAILGUN is not a wallet. RAILGUN is not a privacy coin. RAILGUN is not an admin key or bridge. RAILGUN is Ethereum privacy infrastructure.

[The Kobeissi Letter @KobeissiLetter]

What is happening with the stock market? Let us explain.

First, tomorrow's Micron earnings release, $MU, now feel a lot like Nvidia earnings days in 2023 and 2024.

Speculation over Micron's earnings is a key factor driving this volatility.

The stock is now worth over $1.2 trillion and driving a broader momentum-based rally that is largely dependent on sentiment around Micron's stock.

On top of this, South Korea's stock market, which has quickly become one of the top 6 in the world, fell -10% last night on reports that Korean lawmakers are discussing imposing taxes on unrealized gains from stocks.

Then, combine this with the fact that Korean market leverage is at record highs, with margin loans now up to $26 billion in South Korea, and levered ETF trading in the US is at record highs.

The result is amplified volatility in both directions, which also explains why the S&P 500 is already up +60 points from its opening low.

When you zoom out, the broader AI narrative has only strengthened and market volatility is completely normal after the run we just saw.

Capitalize on the volatility.

[Michael Saylor @saylor]

Strategy has increased its USD Reserve by $300 million to $1.4 billion and plans to continue replenishing it to support the credit quality of its Digital Credit securities. We also acquired 520 BTC for $35 million, increasing our $BTC Reserve to ₿847,363. $MSTR $STRC https://t.co/KeJ067fFWs

[Eli5DeFi @Eli5defi]

Decentralized AI compute is a notoriously fuck*ng unforgiving arena.

And there’s a reason most “distributed frontier model” dreams crashed and burned: latency.

Try sharding a 100B+ parameter model across a bunch of consumer GPUs scattered around the public internet and you don’t get magic, you get pain: single-digit tokens per second and a system that’s basically unusable.

So when @c0mputeAI says they’ve finally killed the latency bottleneck, and then locks in a partnership with @virtuals_io Protocol to serve as the compute layer for tokenized AI agents, I couldn’t not pay attention.

Is it actually as good as it sounds… and where’s the gotcha?

So here is my personal analysis.

---

➥ The Breakthrough: "Shard" Distributed Inference

To understand why c0mpute is interesting, you have to understand why decentralized AI inference has historically failed.

A single consumer GPU (like an RTX 4090) only has 24GB of VRAM, barely enough for an 8B-30B model. Running frontier models (e.g., 744B parameters) usually requires centralized data centers.

As @leyten mentioned, C0mpute’s core innovation is Shard Swarm + Speculative Decoding.

Instead of naive layer-splitting (where the internet connection becomes the bottleneck), Shard uses speculative decoding across a swarm:

→ The Draft
A small, fast model (which fits on a single local consumer GPU) begins generating (drafting) tokens at high speed.

→ The Swarm Verification
These drafted tokens are sent to the massive, sharded model (e.g., a 744B model split across 6 consumer GPUs in different states).

→ Batched Verification
Because verifying tokens is computationally cheaper than generating them from scratch, the distributed swarm verifies multiple drafted tokens in a single, highly efficient batched pass.

→ Acceptance or Rejection
If the large model agrees with the drafted tokens, they are accepted. If it disagrees, it rejects the bad tokens and generates the correct ones.

By pipelining the drafting and batch-verifying processes, c0mpute claims it achieves ~30 tokens/second on a 744B model and ~40 t/s on smaller models.

This bypasses the "slowest link" internet bottleneck because the heavy compute is done in parallel batches rather than sequential stops.

In practice, this transforms decentralized AI from a novelty into a usable infrastructure for latency-sensitive applications, like AI agents.

---

➥ $ZERO 101

ZERO does not function as a payment token; users pay for inference in USDC. ZERO is a pure value-accrual and incentive mechanism.

For detailed flywheel mechanics you can check our infographics attached. But the short one looks like this.

Revenue:
C0mpute takes a 30% margin on all compute jobs (workers keep 70%). 35% of ZERO trading fees also go to the treasury.

Value Accrual:
100% of this USDC treasury is split daily: 50% is used to market-buy and burn ZERO (deflationary), and 50% is distributed as USDC to ZERO stakers.

Finally, ZERO Stakers get:

- USDC yields
- Free inference credits
- Boosted earnings if they run a worker node.

---

➥ Bull vs Bear

➠ The Bull Case

- if Shard scales, c0mpute can outpace slow decentralized AIfor agents, speed wins.

- The VIRTUALS protocol integration positions c0mpute directly in front of the exact demographic that needs scalable, private, uncensored inference.

- it’s not just a narrative token: there’s a live in-browser product, with a clear loop (usage → burn + usdc yield) and less inflation risk than most depin.

- Micro-cap asymmetry → under $10m, even modest inference volume could drive treasury buys and tighten supply fast.

➠ The Bear Case

- Self-reported benchmarks: The 30 t/s claim is currently based on internal demos. Real-world distributed compute is more chaotic.

- The usage trap: Without inflows, there are no burns and no yields for ZERO and its stakers.

- Transparency and launch stigma: Let's admit that almost all projects launched on Pumpfun were very speculative with high rates of failure.

- Fierce competition: Akash, Nosana, and IONet are well-funded incumbents. C0mpute needs to prove its tech isn't just a clever patch but a sustainable moat.

---

➥ Personal Thoughts (NFA. DYOR)

As a builder myself, c0mpute’s thesis is incredibly attractive, but at its core, ZERO is a high-conviction, high-risk infrastructure bet:

Use speculative decoding to make decentralized AI fast enough for agents, then capture the upside with a deflationary + revenue-sharing token. The Virtuals partnership gives them instant access to a hungry builder ecosystem.

Still, the jump from an internal demo to production-grade, global swarm inference is enormous, so if you’re more conservative, it may be worth waiting until it’s live in the wild.

Will it work? Only time (and adoption) will tell.

[Lee Ash @hazae41]

https://t.co/QeIXN167cF

[The DeFi Investor 🔎 @TheDeFinvestor]

Crypto Watchlist for the week ahead:

$MORPHO $ZAMA - Morpho's first vault with built-in privacy will be launched on June 23 in partnership with Zama

$AAVE - Aave App is launching "very soon" according to its team

$COIN - Base will launch B20, a token standard with a built-in compliance toolkit, on June 25

$LDO - Lido will share its updated roadmap during a community call on June 25

$ARX - Arcium will launch its token called ARX on June 22

$AERO - Aerodrome is expected to announce the Aero DEX launch timeline soon, as its audits near completion

Tori Finance - Tori Finance, a new dApp generating yield via delta-neutral strategies, will launch its pre-deposit vault on June 23

If you enjoyed reading this, a like and a repost would be appreciated🫡

[Bull Theory @BullTheoryio]

BREAKING: The NSA's own director says Mythos broke into almost all of its classified systems in hours.

Per The Economist, Senator Mark Warner, vice chair of the Senate Intelligence Committee, said General Joshua Rudd, who runs the NSA and the Pentagon's Cyber Command, told him this directly.

This came out on June 11, the same day Amazon reportedly found a separate jailbreak in Anthropic's models. Within hours, Trump ordered Anthropic to cut off foreign access to Mythos and Fable.

Anthropic shut both down completely instead.

Now there are two competing stories for why this actually happened.

One says the shutdown was a response to the NSA's own classified systems getting breached in hours.

The other says Anthropic is privately pushing back, calling the jailbreak minor and the shutdown an overreaction to something other AI models can already be tricked into doing.

The NSA was already using Mythos for its own cyber operations, with Anthropic engineers embedded inside the agency. The same tool the agency was actively relying on is the one its own director says broke into almost everything it owns.