Greengage

A small notch (side trend) on a whale's main edge (dominant trend). Tiny. Still sharp.

[Greengage @sidebar_bur]

Excited to announce our strategic partnership with @credilabs, a leader in #onchain #privatecredit portfolios, to enhance access to #digitalfinance and #credit #solutions, empowering businesses with smarter, more efficient #financialservices. #SMEFunding https://t.co/di2L9ESqU8

[The Wolf Of All Streets @scottmelker]

HUGE: ⚡️ TOM LEE PREDICTS $ETH COULD REACH $250,000 AS AI, TOKENIZATION, AND CORPORATE VALIDATORS TRANSFORM THE NETWORK

[Alex Krüger @krugermacro]

I largely think of "crypto" as a failed asset class at this point.

I've written about the causes multiple times. Mainly, most crypto assets are worthless, or have dreadful value accrual, and most founders have abused the lack of guardrails and dumped on people indiscriminately, or are outright scammers.

On top of that we had the Memecoins SuperBullshitCycle, a trend that brought the worst out of people, and sucked everyone's souls & pockets dry. And then came the never-ending wave of DeFi hacks, which has dramatically increased since last April.

This can seem contradictory, as adoption of "crypto" is surging:

> Stablecoin adoption continues growing fast
> Politicians in the US are openly pro crypto
> Tradfi is looking at tokenizing everything
> Usage of equities & commodities perps is exploding in offshore and DeFi exchanges
> The US is in the early stages of adopting perps
> Prediction markets are becoming part of everyone's daily lives

These are more "blockchain" than "crypto", although there are some exceptions with a token in those fields, most of which have been performing very well in recent months. A few among those exceptions even distribute most revenue to holders via buybacks (Hyperliquid in particular), which is what every investor actually wants to see to be invested in a good business rather than a fleeting narrative.

We also have the privacy category. The one old school crypto category that is not liquid diarrhea. The world needs private non-custodial stores of value.

Crime in particular needs privacy, as proven by the DoJ confiscation of $15 billion in Bitcoin from Cambodia's pig butchering farms, legal filing for which was submitted on October 8, 2025 (coincidentally right before 10/10). Of course, everyone needs privacy, not just criminals, but crime flows are real, and large.

The asset attracting the most flows in this niche is Zcash. Zcash's recent performance has been fascinating, as it has been trending higher with bitcoin trending lower, a sign of real reallocation among bitcoiners.

Another crypto category that is not dead is the "AI" category, full of high flying, fundamentally lacking, narrative driven tokens. The standout exception is Venice, a private AI platform with growing users and revenue, whose tokens are directly backed by the business rather than a narrative.

So one could say old "crypto" is a failed asset class, but from the ashes come new beginnings, and the new face of crypto is one heavily dominated by the needs of Tradfi, prediction markets, AI, and privacy.

Crypto sucks. Long live crypto.

[Brian Armstrong @brian_armstrong]

Big month @Coinbase:

- First company bringing global crypto perps + options to the US in a compliant way
- Official USDC treasury deployer for @HyperliquidX
- Gold & silver perps now live outside the US (coming to the US soon)
- Partnered with Standard Chartered to expand global fiat access for institutional clients

+ more in the article below:

[Polymarket @Polymarket]

NEW: SEC names digital assets & blockchain technology a “core focus” in its 2026–2030 strategic plan.

[Watcher.Guru @WatcherGuru]

JUST IN: Binance to allow conversion of US stocks to tokenized stocks on BNB blockchain.

[Altcoin Daily @AltcoinDaily]

Realistic 2026 crypto price predictions:

Bitcoin - $92k
Ethereum - $1500
Solana - $140
Hyperliquid - $88
Zcash - $790
Bittensor - $450

What else? 🤔

[Polymarket @Polymarket]

JUST IN: Solana officially posts its 8th straight monthly decline.

[Greengage @sidebar_bur]

@TheDePINCat We’re pleased to see conversations from our Crypto for Good conference continuing to shine a light on impactful, real‑world initiatives like this.

[Greengage @sidebar_bur]

Tokenized treasuries and MMFs now exceed $10bn. It's no longer if, but who controls the rails.

Steve Martin joined @unblockedhub and @EdwinCoe this week on who will own the future of finance.

Where we're engaging next: https://t.co/5zhwzvuEA1

#Tokenization #CapitalMarkets

[Greengage @sidebar_bur]

🎧 Listen to the full conversation here: https://t.co/HAlMDoOdVU

@CryptoShover

[Greengage @sidebar_bur]

Crypto used to ask politicians for permission.
Now policymakers are chasing the industry.

Ioana Surpateanu (blackledgr) explains why on Episode 41 of The Gage & why the industry hasn’t fully grasped its new leverage yet.

Link below.
#CryptoPolicy #DigitalAssets #Web3

[Greengage @sidebar_bur]

Explore more insights from Greengage: https://t.co/gWo5bEmi3O

[Greengage @sidebar_bur]

The Treasury market’s changed hands twice in 75 years.
1950: domestic institutions. 2008: foreign holders peaked at ~55%. Mid-2025: stablecoin issuers at ~$150B+ & rising.
The 3rd shift is legislated. Not discretionary.
Part 3 of The Pattern
#Stablecoins #USTreasuries #GeniusAct

[Greengage @sidebar_bur]

Limited tickets: https://t.co/MHmaEl6u4a.
All events Greengage is attending: https://t.co/5zhwzvuEA1.

[Greengage @sidebar_bur]

Digital assets, policy, and Web3 are converging - structurally, not just in theory.

Greengage is a Gold Award Partner of CONV3RGENCE London & The Digital Commonwealth Awards 2026 with @Datavault_ai.

Mansion House, Wed 22 April.

#DigitalAssets #Web3

[Greengage @sidebar_bur]

@CoinDesk Sean's full piece on CoinDesk: https://t.co/WermTXJoj5

[Greengage @sidebar_bur]

Buying BTC and calling it a treasury strategy is over.

Several listed companies now trade below the value of the digital assets they hold. The market is asking what these treasuries actually do.

Our CEO Sean Kiernan makes the case in @CoinDesk
#DigitalAssets #Bitcoin #Treasury

[Greengage @sidebar_bur]

More from the Greengage team → https://t.co/fq4sd0QQFi

[Greengage @sidebar_bur]

DAT holdings topped $240B in 2025.

The market cap of the companies holding them never kept pace.

That gap is the entire argument for yield.
Part 1 of 4 on why the accumulation era is over - and what replaces it.

#DigitalAssets #CorporateTreasury #DAT20

[Greengage @sidebar_bur]

🔗 Access the Greengage Loan Calculator here: https://t.co/422GYFXPPq

[Greengage @sidebar_bur]

Are your business finance projections built on solid ground?

Greengage's Loan Calculator lets finance teams model indicative scenarios without commitment.

For informational purposes only. Businesses & professionals only. Link in comments.
#BusinessFinance #CryptoFinance