J (Tech)

Engineer, Mining and New Technologies.

Come Sail to the East Blue

[J (Tech) @technicalroom]

One Piece Treasure Only Updates 🏴‍☠️

Buybacks are now 90% 🚨

Also, 2012 Morinaga's Wafers are now added to the box.

Fun Fact : These were promotional items for the One Piece Film: Z (the 12th One Piece movie), which premiered in Japanese theaters on December 15, 2012.

Link 👇

[J (Tech) @technicalroom]

@Shanerah @Jason That’s what crypto is for. Or PayPal.

[DYLI @dyli_io]

A record-breaking quarter for Magic: The Gathering, with it's first ever quarter over $600 million.

The Hobbit is now the 4th best-selling Magic set ever 👀

[J (Tech) @technicalroom]

Wow! 🤯

[DYLI @dyli_io]

Buy it on eBay. Vault it on DYLI.

Congratulations to @JorgeSelva on picking up this 1998 Inkworks Titanic Rose (Gloria Stewart) in a PSA 10. It's on its way to our vault.

Pop 1 👀

[Mando @rektmando]

🟥 Things I'm looking at today 🟥

Powered by @yeet
Subscribe: https://t.co/7EJrnNibAt

Crypto lower, worldwide exploits, Chamath warns on BTC

Crypto

* BTC: 82,030 (-1%) | BTC.D: 60.1% (-0.1%)
* ETH: 2,410 (-2%) | BNB: 735 (-2%) | SOL: 105 (-1%)
* Fear & Greed: 67 | 24h Liq: $380M
* BTC ETFs: +$525M | ETH ETFs: +$15M
* Top Gainers: MAGMA, M, XMR, PROM, LIT
* Crypto lower, as US eyes Iran strikes
* Bitcoin will get hacked and go to zero: Chamath
* SlowMist warns of critical PHP bugs
* Railway breach linked to $371K crypto theft
* Solana launches Alpenglow on mainnet
* BTC boxed between $80K and $87K: Glassnode
* BTC DATs in profit, barely buying: Glassnode
* Trump skips 'crypto' at cybercrime roundtable
* Zcash NU7 mainnet upgrade set for 5 Nov
* Pumpfun launches Pump Bridge
* LIT surges on US license application plans
* Grayscale launches in-kind crypto investing
* Aerodrome and Velodrome merge, launch Aero
* SEC reveals 3 firms seeking tokenised venues
* Tokenised stocks hit $4.4B market cap
* France proposes DeFi platform liability rules
* Tether backs Peso for LatAm USDT payments

Macro

* NASDAQ: $26,700 (+1%) | Gold: $4,090 (-1%)
* Futures lower, US plans Iran strikes post midterms
* US not negotiating with Iran: Trump
* US scales back troops in MidEast
* Gulf oil exports exceed pre-war levels
* Long-end US yields hit 1m low on AI slump
* Trump asks SC to allow Big Bend border wall
* Voter turnout soaring in key US states
* Korean retail piles into US stocks
* US orders non-essential staff out of Saudi
* China preps trilateral meet with US, Russia
* China's CSI 300 enters bear market
* China curbs drones, machinery exports
* NATO to boost Black Sea presence
* France Debt/GDP nears Greece's 2009 level
* Economy likely stagnated in Q3: Bundesbank
* First US wildlife screwworm detected: USDA

AI & Tech

* AI sell-off resumes, KOSPI slumps
* Microsoft flags China-linked AI-agent attacks
* NSA tells firms to pull unpatched sites offline
* Meta delivers solid Q3, raises capex again
* Meta posts first negative FCF in over a decade
* Super Micro to beat FQ1 sales by large margin
* OpenAI to bring models to Google Cloud
* Anthropic intros Claude Duet personal agent
* Recursive intros open-weight locally run model
* Nvidia expands deals with six parts suppliers
* DeepSeek raises ~$15B in funding round
* Tesla slumps despite earnings beat
* SpaceX-Tesla deal aimed before Trump leaves
* Terafab first chip by mid-2027: Elon
* SpaceX finally plans Starship double catch

@YEET: Crypto's Casino
Just passed $3.6B in lifetime volume!

Pionex: World’s Leading Bot Trading Platform

gm

[DYLI @dyli_io]

gm

Last night we sent the first wave of beta invites, and more will come today.

Repost, drop your DYLI username below, and keep an eye on your DMs 👀

[J (Tech) @technicalroom]

gm

[DYLI @dyli_io]

gm

[TylerD 🧙‍♂️ @Tyler_Did_It]

The Morning Minute (10.21)

Top News:
-Crypto majors are green up led by ZEC +12%; BTC at $83.4k
-Staked ETH hits ATH at 35.9% after 6 straight quarters of growth
-Seven more major companies object to tokenized stock trading
-Collector Crypt smashes records in packs, revenue & daily users after Pump integration
-Pump signs Kimchi and introduces new ad campaign; Kimchi coin runs to $40M

🌎 Macro Crypto and Markets
-Crypto majors are green up 2-4%, ZEC leads; BTC +2.4% at $83.3k; ETH +3% at $2,460; SOL +2.5% at $107; HYPE +4% at $81; ZEC +12% at $1,280
-Top alt movers include ENA (+12%), PYTH (+11%), NEAR (+10%) and VVV (+8%)
-Oil -1% at $99; Gold +0.2% at $4,150
-Stock futures are green as oil falls; DOW +0.1%, Nasdaq +0.6%

-Microsoft, Alphabet, Goldman Sachs, Qualcomm, Caterpillar, McDonald’s and Western Digital joined the list of companies objecting to tokenized versions of their shares trading on the OKX-ICE venue, taking the count from nine to 16 in four days

-Bitwise’s Q4 staking report shows Ethereum staking at a record 43.8 million ETH, or 35.9% of supply and roughly $106 billion at current prices, a sixth straight quarter of growth

-The CFTC set the agenda for its first Frontier Forum on October 28, examining how AI could reshape derivatives markets and how traders’ own AI agents might operate under existing rules

-Mastercard opened early access to Agent Pay for Machines, letting AI agents discover services and pay for them within human-set spending caps

-Wallets tied to April’s $295.7 million Drift exploit moved 25,700 ETH worth about $61.6 million into Tornado Cash over roughly two hours after two months of dormancy

-Zcash developers settled on block 3,543,405 for the NU7 upgrade, expected around November 5, cutting block times from 75 seconds to 25 and shutting down Sprout, the original privacy pool, permanently

Corporate Treasuries & ETFs
-The Bitcoin ETFs saw $23M in net inflows on Monday; the ETH ETFs lost $26M in net outflows

Meme Coin Tracker
-Meme leaders were mostly green; DOGE +4%, SHIB +4%, PEPE +9%, PENGU +8%, TRUMP +8%, SPX +7%, Bonk +7%
-Robinhood chain leaders were mixed; Pons +10% to $195M; AI +20% at $90M; Cashcat +12% at $115M; Orbio +85%, Hookr +20%, Boner +25% and Priors +33% led top movers
-Solana top movers included KIMCHI +650x to $30M, Pill +280% to $2.4M, and Stonk +23%; Ansem +10% at $100M

💰 Token, Airdrop & Protocol Tracker
-Papertrade led onchain protocols in revenue on the day with $2.5M followed by Pump Fun at $2.18M and Hyperliquid at $1.92M
-Pump Fun introduced Kimchi as its latest app partner and rolled out a new ad campaign “pill your friends” around the launch
-Collector Crypt posted record numbers across the board after plugging into https://t.co/7LdBuDRnUG’s distribution
-OpenSea rolled its mobile app out to everyone for the first time after a closed beta

🚚 What is happening in NFTs?
-NFT leaders were mostly green; Punks +4% at 31.3 ETH, BAYC +8% at 5.99 ETH, Pudgy +2% at 2.45 ETH
-Invisible Friends (+150%), Good Vibes Club (+36%) and Statements (+41%) led top movers; Fidenza +20%

[J (Tech) @technicalroom]

@ronmortgageguy I still think about this a lot.

The Fed has no credibility when inflation is driven by energy and they always make it worse.

Central banks need to be re-written in 2026+ AI Energy Era.

[Bill Ackman @BillAckman]

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.

But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.

Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?

And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.

But what if the old models don’t apply to the current paradigm and the Fed is wrong?

I think the Fed might have just made a mistake. Am I right or am I wrong?

[TylerD 🧙‍♂️ @Tyler_Did_It]

The Morning Minute (10.20)

⏰Top News:
-Crypto majors are slightly red as oil soars to local highs; BTC at $81.5k
-JP Morgan calls for 10% annual BTC returns, higher than stocks, REIT & gold
-BTC ETF inflows reach $526M in biggest day in a month
-Papertrade announces major change, PAPER nontransferable + uncapped
-Hyperliquid Policy Center asks SEC for clarity on airdrops and buybacks

🌎 Macro Crypto and Markets
-Crypto majors are slightly red; BTC -0.75% at $81.5k; ETH -1% at $2,380; SOL even at $104; HYPE -1% at $78; ZEC +1% at $1,140
-Top alt movers include WLD (+9%), TIA (+7%), Stable (+6%) and ZRO (+4%)
-Oil +6% at $109; Gold -0.4% at $4,140
-Stock futures are mixed as oil jumps; DOW +0.1%, Nasdaq -0.6%

-The Mt. Gox trustee pushed its repayment deadline to October 31, 2027, a fourth consecutive one-year delay

-JPMorgan brought its JPM Coin deposit token to Ethereum for institutional clients

-JPMorgan Asset Management included bitcoin in its long-term return forecasts for the first time, projecting a 10% annual base case over the next decade against 7.5% for U.S. large-cap stocks and 5.5% for gold

-BlackRock filed for a buffered Bitcoin ETF that would absorb roughly the first 10% of losses in exchange for a capped upside

-Mastercard launched Stablecoin Security, a tool that scores stablecoin payments for fraud, scam and sanctions exposure before funds move onchain

-XRP Ledger developers published a second amendment to fix the lending protocol before the first one ever activates

Corporate Treasuries & ETFs
-The Bitcoin ETFs saw $527M in net inflows on Monday; the ETH ETFs lost $103M in net outflows
-Strive bought 4,045 BTC for about $335 million at an average of $82,803 between October 12 and 16, lifting holdings to 36,818 BTC and funding the purchase with $369.2 million from warrant exercises
-Strategy bought 267 BTC for $22.1 million while repurchasing $193.1 million of STRC preferred
-Tom Lee’s Bitmine added 12,535 ETH worth about $30 million to reach 6,041,481 ETH, or 4.9% of all Ethereum, putting it 99% of the way to the 5% target

Meme Coin Tracker
-Meme leaders were mostly green; DOGE +1%, SHIB -1%, PEPE +3%, PENGU +1%, TRUMP -1%, SPX +1%, Bonk +1%
-Robinhood chain leaders were mixed; Pons +2% to $179M; AI -5% at $75M; Cashcat -3% at $102M; Torch +60%, Schiffy +30% and LLL +68% led top movers
-Solana top movers included Borly +18x, Pokemon +73x and Dacity +30%; Ansem -10% at $90M

💰 Token, Airdrop & Protocol Tracker
-Papertrade led onchain protocols in revenue with $2.5M, followed by Pump Fun at $2.18M and then Hyperliquid at $1.92M
- Pump Fun rolled out gacha packs in its app, spanning categories like Pokemon, One Piece, Sports and Watches, with price points from $25 to $5,000 per pack
-Papertrade said it won’t make PAPER transferable because a tradable perp on the token would let an attacker short the protocol’s own solvency, while also rewriting its fee and minting rules
-The Hyperliquid Policy Center asked the SEC to write its airdrop position into the final rule so free tokens aren’t treated as securities along with 4 other requests

🚚 What is happening in NFTs?
-NFT leaders were mostly flat; Punks even at 31 ETH, BAYC -1% at 5.55 ETH, Pudgy even at 2.4 ETH
-Credits (+24%) and Stonkbrokers (+14%) led top movers

[J (Tech) @technicalroom]

@dachshundwizard @Beezie Pokemon Stadium N64

[J (Tech) @technicalroom]

@dachshundwizard @TAGgrading Congrats that’s wild.

[J (Tech) @technicalroom]

@dyli_io Gm gm

[TylerD 🧙‍♂️ @Tyler_Did_It]

The Morning Minute (10.19)

⏰Top News:
-Crypto majors rebound despite Black Monday fears; BTC at $82k
-Bitcoin ETFs see $228M in net outflows this past week; ETH ETFs lost $320M
-Circle plans to expand into 40 emerging market countries
-Papertrade leads onchain protocols in revenue on week with $30M
-Trenches index hits “cold” for first time since April

🌎 Macro Crypto and Markets
-Crypto majors are flat on the day but rebounding from a Sunday selloff; BTC even at $82k; ETH -0.2% at $2,410; SOL +0.4% at $104; HYPE even at $79; ZEC +1% at $1,130
-Top alt movers include Ray (+7%), ARB (+7%), VVV (+5%) and PEPE (+5%)
-Oil +4% at $101; Gold +0.4% at $4,200
-Stock futures are green after news of a Putin peace summit incoming; DOW -0.1%, Nasdaq +1.1%

-Goldman Sachs, Wells Fargo and Morgan Stanley all told third-quarter earnings calls that tokenization is a growth opportunity rather than a threat

-Nine companies including Broadcom, Verizon and UnitedHealth have objected to having their shares traded on the OKX-ICE tokenized stock venue

-Crypto super PAC Fairshake has now spent about $46.66 million trying to keep Sherrod Brown out of the Senate

-A federal judge refused to let the CFTC walk away from its own $5 million settlement with Gemini

-Circle plans to expand into roughly 40 emerging and developing countries

-Nine organizations launched the Quantum Alliance, an open standards body modeled on the IETF

Corporate Treasuries & ETFs
-The Bitcoin ETFs saw $228M in net outflows this past week; the ETH ETFs lost $320M in net outflows

Meme Coin Tracker
-Meme leaders were mixed; DOGE -1%, SHIB even, PEPE +4%, PENGU even, TRUMP -2%, SPX -4%, Bonk -1%
-Robinhood chain leaders fell over the weekend; Pons -20% to $176M; AI -30% at $80M; Cashcat -10% at $105M; Orbio +10%, Boner +13% and Torch +78% led top movers
-Solana top movers included Dacity +150%, Weft +550% and Pierre +29x

💰 Token, Airdrop & Protocol Tracker
-Papertrade led onchain protocols in revenue on the week with $30.56M, followed by Hyperliquid at $16.4M and Pump Fun at $14.26M
-BNB Chain burned about 1.646 million BNB worth roughly $1 billion in its 37th quarterly Auto-Burn
-The unofficial trenches index hit “cold” for the first time since April, after reaching Euphoric conditions in August-September

🚚 What is happening in NFTs?
-NFT leaders were mixed; Punks even at 31 ETH, BAYC +6% at 5.6 ETH, Pudgy -2% at 2.4 ETH
-Hypurr (+24%) and Checks (+15%) led top movers

[DYLI @dyli_io]

DYLI collectors: it's time to move to Base.

Sign in at https://t.co/6aqVstc8O9 and we'll guide you through moving your collectibles and balance. We’ve made it easy.

Your profile and rewards stay with you. And we’re giving you diamonds when finished 💎

[DogeDesigner @cb_doge]

BREAKING: Brands around the world, including McDonald’s, IKEA and more, are all jumping on the Tesla Roadster vibe.

The Tesla Roadster event has gone super viral on the internet, generating over 10 billion views across social media.

[J (Tech) @technicalroom]

@Grantmannn @Tortugo Nice

[DYLI @dyli_io]

Saturdays are for Vintage Appreciation ✨

These vintage Pokemon hits are live in our $35 Slab Starter pack.

[beeple @beeple]

ROADSTER

[J (Tech) @technicalroom]

Gm

[DYLI @dyli_io]

gm