THE MIGHTY BEN☂️

privacy tech won't save crypto, but it's a start

| writing about defi, privacy, and web3 opportunities

| researcher @DeFaiScope

[THE MIGHTY BEN☂️ @themightyone_01]

https://t.co/o3L3x54PvR

[THE MIGHTY BEN☂️ @themightyone_01]

@HUd7iC57fj04GLi 穷光蛋发币，富二代接盘

这个结构其实解释了为什么叙事总是从国内先死

[THE MIGHTY BEN☂️ @themightyone_01]

@wsjack 最后这句才是真正的风险所在

一旦挤兑压力来了，那个"微妙的平衡"瞬间就没了

[THE MIGHTY BEN☂️ @themightyone_01]

@OxCryptoQueen ct always turns every dip into a TED talk nobody asked for lol

[THE MIGHTY BEN☂️ @themightyone_01]

@yunknkn2 不做空是个人选择，没有问题

但"做空就是做空行业"这个逻辑不成立

做空是价格发现机制，没有它泡沫只会更大，崩得更惨

[THE MIGHTY BEN☂️ @themightyone_01]

btc price and crypto activity have been telling completely different stories this whole cycle

most people are still reading the wrong chart

[Brian Armstrong @brian_armstrong]

People still think (or feel) because Bitcoin is down crypto is down.

Derivatives/perps, stablecoins, prediction markets, etc are all up in crypto.

Crypto touches every area of finance, and is much broader than Bitcoin now. It will take some time for this to sink in.

(And yes - Bitcoin is going to do great and is as important as ever - one of many cycles we've all been through.)

[THE MIGHTY BEN☂️ @themightyone_01]

@oxtochi too real

[THE MIGHTY BEN☂️ @themightyone_01]

like....

if venice running models locally and privately is already compelling to people

arcium is solving confidential computation at the protocol level

the gap between those two things is not small

[Simon Dedic @sjdedic]

Most of you already know Arcium has teased that they’re building confidential AI infrastructure.

But after catching up with the founders again recently, I don’t think people realize this is easily the biggest thing Arcium has ever built.

If a product as simple as Venice $VVV already gets you this excited, you’re probably not even ready for what Arcium is about to ship.

Right on time for $ARX.

[THE MIGHTY BEN☂️ @themightyone_01]

conviction left when the meta became "find the next narrative before everyone else"

that's trading, not believing

[Shiv @shivst3r]

What the fuck happened to people actually believing in something?

Buying and holding isn't enough on its own, it matters, but bag working, believing in something and pushing that is just as important.

That's how you get other people to buy in, and it's also how you get a stronger thesis built around a coin or a collection.

It all comes down to attention, and people latch onto attention.

They get educated, aware, and slowly build an emotional attachment towards it.

We've kind of lost that somewhere along the way. One day, someone's posting about $HYPE, telling you it's going to $150 and the next day they're dumping on your head.

Right now, you've got a lot of people sidelined, and these entries are insane.

This is where you DCA, build your position and start funnelling people back up.

We need more of this back again.

[THE MIGHTY BEN☂️ @themightyone_01]

large exchange outflows are one of the cleaner signals i watch

4.67M $IMX moved off exchanges this week, largest single outflow of the year

$XDC right behind it, 10.38M tokens, also its biggest of 2026

the $IMX move lines up with where the web3 gaming and zkEVM conversation has been heading

the $XDC one reads more like early positioning around institutional trade finance and the RWA narrative building on ISO 20022-compatible chains

might be worth paying attention to both

[THE MIGHTY BEN☂️ @themightyone_01]

earliest people to publish real frameworks in any vertical always end up being the ones institutions call first

the window where you can own a category intellectually before money flows in doesn't stay open long

[good @thenarrator]

the best prediction market research right now is being written by independent researchers with small followings

original frameworks, novel mechanics, real data analysis that institutional reports haven't caught up to yet

the messari and delphi of prediction markets hasn't been built yet. the people publishing original thinking now are establishing the intellectual foundation while nobody is competing for the position

every institution entering PMs in the next 2-3 years will need people who actually understand these markets

that pool is tiny, build the track record now (greatest ROI)

[THE MIGHTY BEN☂️ @themightyone_01]

looking at the GS S&P 500 EPS forcast

the S&P 500 has 500 companies

GS expects ai infrastructure firms alone to drive 13 of the 24 percentage points of total EPS growth in 2026

add hyperscalers and you're at 16 out of 24

the other 490+ contribute 7pp between them

in 2027 the total compresses to 13% and ai infra still carries 8pp of it

i find it interesting we still call this broad market exposure

[THE MIGHTY BEN☂️ @themightyone_01]

@Arcium its <encrypted> szn

[THE MIGHTY BEN☂️ @themightyone_01]

Membership Card claimed.

@purintaxyz is building the first memecoin money market. already in.

got it here: https://t.co/T61MfOqXG4

you might want to check this out

[THE MIGHTY BEN☂️ @themightyone_01]

I just joined House Tonari. "The eternal stack."

Code: 24DB1F518F

Join my tribe: https://t.co/idE6lLUpWw

@purintaxyz

[THE MIGHTY BEN☂️ @themightyone_01]

I just joined House Tonari. "The eternal stack."

Code: 24DB1F518F

Join my tribe: https://t.co/idE6lLUpWw

@purintaxyz

[THE MIGHTY BEN☂️ @themightyone_01]

every prior cycle needed users to be crypto-native first

the products you listed work the other way around, the rails are invisible and the utility is obvious

that's a different category of adoption entirely

[Simon Dedic @sjdedic]

Something that doesn't get talked about enough:

Even if prices don't reflect it yet, crypto is quietly building more breakout products that are pulling in users from outside the industry than ever before.

Stablecoins have become the most obvious one. Trillions in monthly volume, used by people and businesses around the world who sometimes don't even know or care that they're using crypto. Just faster, cheaper, borderless money.

Polymarket became the go to prediction market during the elections and is now a household name far beyond crypto when it comes to more honest news and information markets.

Hyperliquid and perp DEXs are attracting TradFi traders who use them to price pre IPO assets or hedge on weekends when traditional markets are closed.

I mean even onchain collectible platforms like Collector and Beezie are leveraging crypto rails to 10x the experience and liquidity for collectors, positioning themselves to disrupt a massive mainstream market and eventually cause a huge retail influx.

What all of them have in common:

These aren't crypto products trying to find gamblers to pump and dump their underlying token. These are genuinely superior products that happen to be built on crypto, pulling mainstream users into the ecosystem without them even realizing it.

We've never had real products with real mainstream traction and sustainable onchain revenue like this before.

The price action doesn't always reflect it, and that's exactly why most people miss it or think we are dead. But this is the most bullish setup crypto has ever had and sooner or later, prices will follow aggressively.

[THE MIGHTY BEN☂️ @themightyone_01]

one of the best weekly reads i've come across in a while

the quiet story underneath all the IPO noise is that crypto infrastructure is now doing price discovery for companies before Wall Street opens the book

that's not a supporting role anymore

worth reading the full piece if you haven't

[DeFAI Scope @defaiscope]

https://t.co/rm2JuNdIxD

[THE MIGHTY BEN☂️ @themightyone_01]

cold storage bitcoin had one job: don't lose it

productive bitcoin has a completely different risk profile that most holders haven't fully thought through

the yield is real but so is the smart contract exposure, liquidation risk, and custodial trust in cbBTC itself

"productive" and "safe" are not the same upgrade

[Xen @XenBH]

The cbBTC/USDC lending market on Morpho holds about $1.3 billion on Base. That’s five times the size of any other market on the platform.

Bitcoin used to be something you held in cold storage and tried to forget about. Now it's productive collateral that earns yield and can be borrowed against. This is a big change.

[THE MIGHTY BEN☂️ @themightyone_01]

@Malekite06 No go hustle

[THE MIGHTY BEN☂️ @themightyone_01]

@minglaugodel 这块我就不展开了

税务合规这个话题最好找专业人士聊，每个地区的规则差异很大

[THE MIGHTY BEN☂️ @themightyone_01]

the tokenization direction is right

the interesting design problem is that collectibles derive value partly from scarcity and provenance, and tokenization has to preserve those properties without just recreating the original authentication problems onchain

[nairolf @0xNairolf]

funny how people reduce collectibles to pokémon cards (or cards at best)

reality is anything with value is a collectible and all of it will be tokenized

trillions