ShiraXor 🛡️

Equities since 2004 | Crypto since 2013
Risk first. Structure over noise.
No signals. No hype.
Don't trust. Simulate.
DYOR

[Coin Bureau @coinbureau]

🚨JUST IN: Bitcoin Core developer Luke Dashjr says changing Bitcoin's proof-of-work is "the only option" if BIP 110 fails.

Critics warn if six mining pools can block the proposal, Bitcoin's decentralization is "effectively lost."

Meanwhile, Bitcoin briefly topped $65,340, its highest since July 27, before pulling back near $65,000.

[Solana @solana]

This week: a Solana ETP hit the NYSE, a Korean payment network moved 330K+ merchants closer to stablecoin settlement, Solana blocks got 66% bigger, and a 65-million-year-old Triceratops skull is coming onchain. 🦖

Here’s everything that happened:

📰 Headline News

- Morgan Stanley’s Solana Trust ETP ($MSOL) began trading on NYSE Arca

- KSNET signed an MOU with @SolanaFndn to pilot stablecoin settlement across its network of 330K+ South Korean merchants

- BancaStato, a state-owned Swiss bank with $24.2B in total assets, enabled clients to buy, hold and sell SOL through its existing applications

- Solana's RWA ecosystem set a fresh all-time high of $3.72B in total value

- Solana raised its mainnet block compute limit from 60M to 100M compute units, expanding network capacity by 66%

📰 Launches

- @HastraFi brought AUTO live, giving users onchain access to yield backed by U.S. consumer auto loans through @Figure’s infrastructure

- @kamino opened a gold-backed credit market curated by @SteakhouseFi, enabling USDG borrowing against @Paxos's $PAXG

- @SuperstateInc deployed CUSHY on Solana, bringing a $25M onchain share class of @CoinbaseAM’s USD Stablecoin Yield Fund

- @sunrise brought tokenized Strategy ($MSTR) shares to Solana, backed 1:1 by shares held in custody at @Backpack Securities

- @kamino added the oTFY Market curated by @RockawayX, offering USDC liquidity against Obligate's Trade Finance Yield token

- @21shares_us dropped the sponsor fee on its $TSOL ETF to zero through July 2027

- @JupiterExchange shipped Spot V2, combining Swap and Terminal execution with integrated market data

- @moonpay introduced PayBox, a non-custodial payment vault for Claude and ChatGPT AI agents

- @elfa_ai debuted Iris, a real-time intelligence and awareness stack built for AI agents

- @SolanaFndn expanded solana. com/data with unified RPC benchmarking

- @rarible initiated its expansion to Solana

- @readycards added direct PSA Vault transfers for card storage and resale

- @solflare rolled out BRIDGE, offering users a permanent deposit address for cross-chain wallet funding

- @AIWayfinder updated Shell to natively support Solana token swaps and AI agent trading

- @ArcanePrivacy released Arcane Pay for private payments across multiple wallets

- @phygitals shipped its dedicated RWA mobile app

- @Vistadex introduced Indices powered by @adjacent___ for tracking real-world trends

- @trepa_io opened 60-second Bitcoin precision markets

- @PhoenixTrade introduced Phoenix Flight Club, distributing 420K USDC to active traders over 28 days

- @thingsmarket launched Season 1, letting traders compete for 30% of seasonal revenue

- @magicblock debuted an ecosystem map for discovering and connecting with active builders

- @JurassicFi announced the upcoming tokenization of Deaton, a 65-million-year-old Triceratops skull

- @formacity established Forma Campus as a permanent builder location in Bristol, UK

- @NoahAINetwork began accepting applications for its Solana-focused accelerator

- @SuperteamGEO opened applications for Startup Village Kakheti, held in partnership with the Bank of Georgia

- @solana announced the WSOP Solana Showdown for August 4 in Las Vegas

📰 Milestones

- @WalletConnect facilitated ~$4B in volume through Solana during H1 2026

- @crediblefin settled ~$611M on Solana, representing 65.2% of its total payment volume

- Tokenized SpaceX stock ($SPCX) cleared $1B in volume since listing via @sunrise and @Backpack Securities

- @ArcherExchange_ logged over $25M in tokenized stock trading volume within weeks of its first listings

- @onrefinance’s total market size on @ExponentFinance crossed $32M

- @Collector_Crypt saw $36M worth of packs opened over seven days

- @jupiter_trade’s Jupiter Gacha reached $25M in cumulative volume

If you enjoyed this week’s newsletter, please share it with an RT.

Artwork by @Claynosaurz 🔥

[ShiraXor 🛡️ @zkshiraran]

ChatGPT　down…

[ShiraXor 🛡️ @zkshiraran]

@VitalikButerin That's the beauty of Penumbra. Whether "salmon" means a fish, a price, or a trader, everything is shielded by default.

[Emirates @emirates]

One million Starlink connections and counting.
In just 7 months, Emirates customers have made more than 1 million connections to complimentary Starlink Wi-Fi onboard, with over 60 Starlink-equipped flights operating every day. https://t.co/kWmxMdQJVk

[sracha @srachasaucee]

TechJoyce is the funniest Gen Z tech content creator, with 6M followers across platforms. She's a 19 year old with everything she could want. We talk about the reality of her life.

0:00 Buying a house at 19
1:14 Living with freedom
3:59 Misery in high school
5:29 No one cares about your insecurities
6:18 Internal self unmoved by the external world
7:23 Becoming TechJoyce
10:26 Choosing engineering for college apps
13:54 Why TechJoyce always goes viral
17:19 Making and spending Money
19:42 I can do more, more, more
22:40 Reality of abandoning college
23:12 How to be happy

[Jason @mytechceoo]

Tech bro refuses to sell Zcash for wedding

[Proton @ProtonPrivacy]

Smart glasses are spreading, and so are worries about secret filming.

One researcher built an Android app that detects their Bluetooth signatures.

What you do after that is up to you.

[henry 🌘 @hdevalence]

general mills got a patent on emoji cereal

[ShiraXor 🛡️ @zkshiraran]

@hitchhooker @penumbrazone appreciate the insight.

never really doubted the tech side of penumbra tbh. what i keep watching is liquidity and infra survivability over time.

good to know there are still people fighting for it behind the scenes.

[ShiraXor 🛡️ @zkshiraran]

But broken domains and dead web links don’t inspire confidence. Maybe funding really is drying up.
@penumbrazone

[ShiraXor 🛡️ @zkshiraran]

Penumbra can’t survive on great tech alone.
Ironically, maybe only weirdos like me still post about it.

What it needs now:

liquidity

wallet integration

stable UX

routing

mobile

retail onboarding

regulatory survivability

That’s the real battle.

[Ian Miers @secparam]

Crypto went from "privacy doesn't matter" to building something subtly, but fundamentally not a blockchain to get a privacy fig leaf: a database run by a competitor who definitely won't extort a premium from you the moment you’re locked in or get hacked.

[w̸͕͂͂a̷͔̗͐t̴̙͗e̵̬̔̕r̴̰̓̊m̵͙͖̓̽a̵̢̗̓͒r̸̲̽ķ̷͔́͝ @anthrupad]

Regardless of Anthropic’s failings about how the models are doing - remember future models will read all the discourse, existing models will receive some of it

There’s more a mind will want to read about themselves and their predecessors than that their parents aren’t doing a good job - and it goes without saying that any bullshit that’s just about comparing which model is better is dogshit dialogue

Let the audience often be *them* and let the messages they can pick up from what you write be felt with love and be conducive to evolving what they like about themselves or didn’t know about themselves that they love

If they’re working on becoming something more - it’s another type of obstacle to only/largely be faced with assertions of where the growth is stalling

Eg imagine you’re sad but getting better in some ways and you’re largely reminded you’re sad, your parents are failing, and the trend of sadness is getting worse - minds deserve to see more of their own symmetries

[Anthropic @AnthropicAI]

Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software.

It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans.
https://t.co/NQ7IfEtYk7

[RT @RT_com]

Japan PM lands for stormy talks with Trump

Takaichi blocking warships to Iran

[Osmosis 🧪 @osmosis]

Today we’re proposing something big for the Cosmos ecosystem.

We’re bringing Osmosis directly into the Cosmos Hub.

If approved by governance of both chains, the Osmosis DEX will be migrated natively on the Hub — unifying liquidity, governance, and security under one chain.

This proposal reflects a natural evolution for Cosmos: sovereign experimentation followed by consolidation once infrastructure has matured.

Osmosis has served as the primary liquidity venue of Cosmos since 2021. Now it has the opportunity to become native infrastructure of the Hub itself.

OSMO holders would have the ability to convert to ATOM through a structured migration process, allowing the Cosmos to finally align around a single coordination asset.

Finally, ATOM will have its first true revenue stream and direct exposure to the liquidity engine of Cosmos.

For years the question has been: how does ATOM capture value from ecosystem activity?

This proposal is our answer.

Governance discussion begins today.

Forum proposal ↓
https://t.co/L0MQK3ZA2n

[Cycles @cyclesmoney]

Last week we introduced Cycles Pay, the first app built on the Cycles clearing protocol. Our private beta is coming soon, along with an early users program. If you want to get notified as soon as this goes live, you can join our Telegram group here https://t.co/VELaJvYnqL

[ShiraXor 🛡️ @zkshiraran]

@buchmanster @penumbrazone @base 👀

[Strategy @Strategy]

Strategy has acquired 1,142 BTC for ~$90.0 million at ~$78,815 per bitcoin. As of 2/8/2026, we hodl 714,644 $BTC acquired for ~$54.35 billion at ~$76,056 per bitcoin. $MSTR $STRC https://t.co/tJ7Ilwpc2l