Smol Wassie

I retweet good shit.

[Coin Bureau @coinbureau]

⚠️ AI STOCK CONCENTRATION JUST HIT DOT-COM BUBBLE LEVELS

The “AI Big 10” now make up around 41% of the S&P 500, matching the peak concentration of tech and telecom stocks during the Dot-Com bubble in 2000.

That does not automatically mean AI is a bubble.

But history shows that when one theme becomes this dominant, markets become dangerously dependent on a tiny group of winners.

The Nifty Fifty peaked near 40% in the 1970s.

Japan hit 44% of global markets in the late 1980s.

Tech hit 41% in 2000.

All three were followed by painful unwind periods.

[CryptoCondom @crypto_condom]

Hypothesis: @HyperliquidX is the thing to long/buy this weekend paired w/ shitcoin shorts.

Rationale: The whole world is going to be watching oil....and the only place to meaningfully trade it is HL on Friday-Sunday during the Easter holiday when everything is shut down & Trump may escalate.
Longing $HYPE on weekends has been a consistent trade due to weekend press related to 24/7 oil trading coverage by BBG & WSJ. Sell into futs open sunday night when firms/funds and whales move back to cme

Data: Obtained .csv of oil OI on https://t.co/jpX83u9OWe plus $HYPE pricing to validate hypothesis

Results: @claudeai confirmed a statistically significant result for the small data set since @tradexyz went live with oil perps. Worth watching as the data becomes more robust 🤝

[Coin Bureau @coinbureau]

🚨 VITALIK BUTERIN: “ETHEREUM IS A DECENTRALIZED PROTOCOL, YOU DON’T HAVE TO AGREE WITH ME TO USE IT.”

Ethereum co-founder stressed that the chain’s neutrality lies at the protocol level, not in personal opinions, arguing users are free to build as they wish.

[Layergg @layerggofficial]

⏰What happened in Crypto in the last ~24h:

- [DEGEN] $CLAWSTR token crashes 99% as developers sell off holdings

- $DOOD Listed on Coinbase spot

- $RNBW, $RAVE, $AZTEC, $ESP added to Coinbase roadmap

- $HYPE Hyperliquid introduces prediction markets and permissionless perpetuals via HIP-3 and HIP-4

- $HYPE Hyperliquid treasury to boost revenue using HYPE holdings as options collateral

- $CRO https://t.co/DMsDdhYqYD launches OG: A standalone regulated prediction market with margin trading

- $ETH Vitalik : L2s evolve toward specialized value-adds as Ethereum L1 scales directly

- $BERA OlympusDAO proposes vesting plan for Berachain tokens ahead of February unlock

- $MKL Merkle Trade announces operational wind-down and asset redemption plan for MKL holders

- $KAITO Kaito Studio launches waitlist for data-driven, on-chain creator and brand matchmaking

- $OPINION Opinion raises $20 million as prediction markets gain momentum in weak market

- Fidelity launches institutional stablecoin FIDD to streamline digital asset settlements

- CME Group CEO eyes 'CME Coin' to streamline derivatives clearing and settlement

- Bitwise acquires Chorus One to expand institutional crypto staking and infrastructure

- Canada's CIRO updates crypto custody guidance to enhance investment dealer standards

—————————————————

$CLAWSTR - Originally a community-made memecoin, the $CLAWSTR token surged after the developers officially endorsed it for the "openclaw" decentralized social project. However, the developers reportedly sold their entire holdings after significant fee accumulation, leading to a catastrophic 99% price crash. This sudden exit has left the community in shock, raising serious concerns about the project's decentralization and future trust.

$DOOD - Coinbase will launch Doodles (DOOD) spot trading with a DOOD-USD pair on February 5, 2026. DOOD is the native utility and governance token of the Doodles ecosystem, a leading Web3 media brand that evolved from a popular NFT collection into a transmedia franchise covering art, music, and animation.

$RNBW, $RAVE, $AZTEC, $ESP - $RNBW is the native token of Rainbow, a popular Web3 wallet known for its intuitive design and strong integration with the Ethereum and Base ecosystems.
$RAVE is the utility and governance token for RaveDAO, a decentralized platform focused on music, live events, and the creative economy. $AZTEC powers the Aztec Network, a privacy-centric Layer 2 scaling solution on Ethereum that utilizes zero-knowledge proofs. $ESP is the core token of Espresso Systems, a project building decentralized infrastructure to improve blockchain scalability and interoperability.

$HYPE - Hyperliquid is expanding its ecosystem with HIP-3 and HIP-4, introducing decentralized prediction markets and permissionless perpetual listings. HIP-3 enables trading on real-world event outcomes, while HIP-4 allows users to launch new perpetual pairs independently to boost liquidity. These proposals aim to enhance platform decentralization and utility by empowering the community to drive market growth.

$HYPE - Hyperliquid’s treasury proposes using its HYPE token holdings as collateral for options trading to generate additional revenue. The strategy aims to optimize capital efficiency by earning premiums through structured products without directly selling the underlying assets. This move is designed to diversify the treasury's income streams and support long-term sustainable growth for the ecosystem.

$CRO - https://t.co/DMsDdhYqYD has launched OG, a standalone prediction market platform offering CFTC-regulated contracts for sports, finance, politics, and culture. It is the first federally regulated platform in the U.S. to introduce margin trading for event contracts, allowing users to trade with leverage. To celebrate the launch, the first one million users to sign up can receive up to $500 in rewards.

$ETH - As Ethereum L1 scales natively, L2s should shift from being simple "branded shards" to providing unique value-adds like specialized VMs, privacy, or ultra-low latency. L2s are encouraged to maintain at least Stage 1 security while Ethereum develops native rollup precompiles to facilitate trustless verification and synchronous composability. This new path envisions a diverse spectrum of L2s that offer novel functionalities beyond simple computation, ensuring a more flexible and robust ecosystem.

$BERA - OlympusDAO is discussing RFC 5199 to manage its seed investment in Berachain ($500k for ~1% of the network) as the first major token unlock approaches on February 6, 2026. The proposal focuses on a vesting and utilization strategy for $BERA tokens, likely prioritizing staking to earn $BGT and participating in Berachain’s Proof-of-Liquidity ecosystem. This move aims to transition Olympus’s long-term seed position into an active, yield-bearing treasury asset to support the protocol’s growth.

$MKL - Merkle Trade is winding down operations after reaching $30B in cumulative volume, citing a difficult decision to close the platform. New positions will be blocked on Feb 6, all positions closed by Feb 10, and final revenue distributions completed by Feb 12. Remaining treasury assets will be made redeemable for MKL token holders shortly after the wind-down is finalized.

$KAITO - Kaito is launching the waitlist for "Kaito Studio," a new matchmaking platform connecting creators and brands using on-chain and social data. The platform leverages crypto’s verifiability to create a tiered, invite-based model that ensures higher rewards and quality opportunities for creators. Initially launching on X (formerly Twitter), Kaito aims to scale this data-driven attention economy model across multiple social platforms.

$OPINION - Opinion secured $20 million in funding to scale its decentralized prediction market platform amid rising institutional interest. The round highlights a trend where prediction markets continue to attract capital despite a broader slump in the crypto market. This investment will be used to enhance liquidity and expand global access to diverse, data-driven event contracts.

Fidelity has officially launched its institutional stablecoin, FIDD, designed to streamline settlements and liquidity within its digital asset ecosystem. The dollar-backed token offers a secure, regulated medium for real-time transactions and collateral management for institutional clients. This launch signifies Fidelity's strategic expansion into the stablecoin market, directly competing with established institutional providers.

CME Group CEO Terry Duffy revealed that the exchange is exploring the launch of its own "CME Coin" to optimize clearing and settlement. The token is intended to streamline collateral management and improve capital efficiency for institutional participants in its derivatives markets. This initiative marks CME’s move to compete with other Wall Street giants by integrating blockchain technology into its core financial infrastructure.

Bitwise Asset Management acquired crypto staking provider Chorus One to expand its institutional infrastructure and service offerings. The deal enables Bitwise to integrate professional staking capabilities directly into its suite of digital asset investment products. This strategic move reflects Bitwise's goal to become a comprehensive asset manager covering both ETFs and on-chain rewards.

CIRO, Canada’s self-regulatory investment body, updated its crypto-asset custody guidance to clarify requirements for investment dealers. The update focuses on strengthening standards for third-party custodians and internal control systems to enhance investor protection. This move aims to provide a more robust regulatory framework for firms managing digital assets on behalf of Canadian clients.

————————————————
➬ Follow me @layerggofficial , TG: https://t.co/mdmJAwb4y6

📷Sharing is welcome, just a nod to the source would be appreciated.

📷Please Like + Retweet if you enjoy this

[Smol Wassie @smolwassi]

@yugacohler done

E7DWt97DuTWbu8EAgZso6JjSLZ7aQnb83BqqwNwvpump

[Daniele 🟧 ( Meme Quant ) @danielesesta]

@arbitrum Will be

[hdf @PaikCapital]

round 2.

peaceful when you zoom out.

the king.

[Mike Martin MP 🔸 @ThreshedThought]

How did the collapse of British military power lead to the latest Donald Trump outburst on Greenland?

A 🧵 (with some 🖍️)

[shah @shahh]

what “I’m an investor” looks like in 2025

[Darren Lau @Darrenlautf]

https://t.co/Sws9bc5BhA

[Smol Wassie @smolwassi]

@SuhailKakar @Darrenlautf A 5 Year UIUX designer here! done some MAYC club stuff and other web products here for about 3 years. HMU 🤙

[Smol Wassie @smolwassi]

@chillguyx 7F8qFjdu2Pdw1rSgB2WwxXrjQDThn7Jk128LjrdhSzZU

[Smol Wassie @smolwassi]

@divinediarrhea are you real? idgi

[Smol Wassie @smolwassi]

@rektfencer dm ser

[Rekt Fencer @rektfencer]

Binance insiders made millions on $ACT, $PNUT, $HIPPO

Front-ran the listings. Dumped on the news

I tracked their wallets. Found what they’re buying now

Looks like it's the next Binance listing

Dropping it to a few who like, rt, and comment here

Must follow so I can send u DM

[Smol Wassie @smolwassi]

@0xReflection +

[Hosun Chung @hosun_chung]

This guy found the secret to dominating any field.

• Chess prodigy aged 11
• Martial arts champ at 28
• Bestselling author at age 31

The world's elite pay millions for his advice.

Here's what you should learn from Josh Waitzkin (the Limitless Skill Blueprint):

[TimelessBeing @Timeless_Crypto]

A pig farmer from the 19th century produced this

Pretty ridiculous accuracy on timing broader market cycles

[NetMind.AI @NetMindAI]

6/

We also want to take a moment to Prof. Graham Neubig ( @gneubig) and Zhiqing Sun ( @EdwardSun0909) for making this collaboration possible!
And congrats on having your research published!

[Quirky Qwerty @QuirkyQwerty_]

in 2022 we crypto plebs had to learn what the terms FOMC, Fed, and interest rates meant

in 2024 we are being forced to learn about middle eastern geopolitical history and japanese financial history

we're truly global citizens