Brainrot Labs
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Brainrot Labs
Square Verified🇺🇸 🇯🇵 🇻🇳 🇨🇳your daily dose of digital schizophrenia
AI girls • memes • crypto • chaos
99% research. 1% sleep.
Think for yourself -Not your advisor
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Wall Street is moving from “buy Bitcoin” to “how do we squeeze more yield out of it?” 👀
Goldman Sachs has just announced the acquisition of NEOS Investments for $2.25B, significantly expanding its active ETF and yield-generating product offerings.
If spot Bitcoin ETFs are Wall Street’s phase 1, then the next round could be yield, options, and active strategies.
BlackRock: “We have Bitcoin ETFs.”
Goldman Sachs: “Cool. We’ll add yield.” 💀
This could be the next major front in competition: not only bringing BTC into TradFi, but also turning BTC into an income-generating product.
Do you think Wall Street will make bigger money from Bitcoin by holding BTC, or by selling yield products around BTC? 👀
#blackRock #GoldManSachs
Goldman Sachs has just announced the acquisition of NEOS Investments for $2.25B, significantly expanding its active ETF and yield-generating product offerings.
If spot Bitcoin ETFs are Wall Street’s phase 1, then the next round could be yield, options, and active strategies.
BlackRock: “We have Bitcoin ETFs.”
Goldman Sachs: “Cool. We’ll add yield.” 💀
This could be the next major front in competition: not only bringing BTC into TradFi, but also turning BTC into an income-generating product.
Do you think Wall Street will make bigger money from Bitcoin by holding BTC, or by selling yield products around BTC? 👀
#blackRock #GoldManSachs
Morgan Stanley is quietly stacking crypto exposure. 👀
In its Q2 13F filing, Morgan Stanley increased its holdings of BlackRock IBIT by 23%, from 13.4M → ~16.5M shares, equivalent to buying an additional ~3.04M shares.
Despite the IBIT position value declining by $667M → $549M due to BTC falling during the quarter, the actual number of shares held increased significantly.
More notably:
🟠 IBIT: ~16.5M shares
🟠 ETHA: up ~202% to 4.6M shares
🟠 ETH Mini Trust: up ~26% to 5.1M shares
🟣 Opened a new position in GSOL: ~ $4.25M
🟣 FSOL: ~ $2.26M
🟢 First-time disclosure of MSBT: 2.57M shares, ~ $43.3M
Morgan Stanley: “Crypto is too risky.”
Also Morgan Stanley: “Buy more.” 💀
The point to note isn’t whether the portfolio is currently in profit or loss, but that the amount of exposure continues to grow while the market is adjusting.
Is Wall Street truly buying the dip, or is it just preparing inventory for a bigger tokenization cycle? 👀
#BrainrotCrypto #MorganStanley
In its Q2 13F filing, Morgan Stanley increased its holdings of BlackRock IBIT by 23%, from 13.4M → ~16.5M shares, equivalent to buying an additional ~3.04M shares.
Despite the IBIT position value declining by $667M → $549M due to BTC falling during the quarter, the actual number of shares held increased significantly.
More notably:
🟠 IBIT: ~16.5M shares
🟠 ETHA: up ~202% to 4.6M shares
🟠 ETH Mini Trust: up ~26% to 5.1M shares
🟣 Opened a new position in GSOL: ~ $4.25M
🟣 FSOL: ~ $2.26M
🟢 First-time disclosure of MSBT: 2.57M shares, ~ $43.3M
Morgan Stanley: “Crypto is too risky.”
Also Morgan Stanley: “Buy more.” 💀
The point to note isn’t whether the portfolio is currently in profit or loss, but that the amount of exposure continues to grow while the market is adjusting.
Is Wall Street truly buying the dip, or is it just preparing inventory for a bigger tokenization cycle? 👀
#BrainrotCrypto #MorganStanley
FTX is getting the Netflix treatment. 💀
Netflix has just announced “The Altruists,” an 8-episode series inspired by the rise & fall of Sam Bankman-Fried and Caroline Ellison.
📅 Premieres 19/11
🎬 8 episodes
🎭 Anthony Boyle plays SBF
🎭 Julia Garner plays Caroline Ellison
✍️ Graham Moore writes and produces
👀 Barack & Michelle Obama will serve as executive producers
FTX: “We’re building the future of finance.”
Netflix: “Sure. Season 1 drops November 19.” 💀
From crypto empire → bankruptcy → courtroom → now it’s Netflix content.
Bro, have you watched it yet, or is FTX drama already enough and we don’t need Netflix to retell it? 😂
#netflix #FTX
Netflix has just announced “The Altruists,” an 8-episode series inspired by the rise & fall of Sam Bankman-Fried and Caroline Ellison.
📅 Premieres 19/11
🎬 8 episodes
🎭 Anthony Boyle plays SBF
🎭 Julia Garner plays Caroline Ellison
✍️ Graham Moore writes and produces
👀 Barack & Michelle Obama will serve as executive producers
FTX: “We’re building the future of finance.”
Netflix: “Sure. Season 1 drops November 19.” 💀
From crypto empire → bankruptcy → courtroom → now it’s Netflix content.
Bro, have you watched it yet, or is FTX drama already enough and we don’t need Netflix to retell it? 😂
#netflix #FTX
Musk owns less than half of SpaceX — but controls more than 82% of the votes. 👀
According to the SEC filings, Musk owns about 48.4% of SpaceX shares, equivalent to about 6.42B shares worth more than $900B.
But thanks to the dual-class share structure:
Class A: 1 vote/share Class B: 10 votes/share
Musk still controls more than 82% of voting rights even though he doesn’t own more than 50% of the equity.
Notably, SpaceX also holds around 18,712 BTC, worth about $1.19B at BTC ~$63.7K. External shareholders cannot force Musk/SpaceX to sell these BTC.
Musk: “I own 48.4%.”
Also Musk: “82% of the votes.” 💀
This is a pretty clear example of how economic ownership ≠ voting control in a dual-class share structure.
Brothers, do you think this model helps founders keep a long-term vision, or gives too much power to an individual?
#SpaceX #ElonMusk
According to the SEC filings, Musk owns about 48.4% of SpaceX shares, equivalent to about 6.42B shares worth more than $900B.
But thanks to the dual-class share structure:
Class A: 1 vote/share Class B: 10 votes/share
Musk still controls more than 82% of voting rights even though he doesn’t own more than 50% of the equity.
Notably, SpaceX also holds around 18,712 BTC, worth about $1.19B at BTC ~$63.7K. External shareholders cannot force Musk/SpaceX to sell these BTC.
Musk: “I own 48.4%.”
Also Musk: “82% of the votes.” 💀
This is a pretty clear example of how economic ownership ≠ voting control in a dual-class share structure.
Brothers, do you think this model helps founders keep a long-term vision, or gives too much power to an individual?
#SpaceX #ElonMusk
SecondFi is shutting down after a $2.4M wallet exploit. 💀
SecondFi, formerly known as Yoroi in the Cardano ecosystem, will not continue operating normally following a serious security incident in June.
In the attack on June 21–23, around 374 wallets were affected and about 16M ADA (~$2.4M) was stolen. SecondFi said the cause was a flaw in transaction-signing/wallet-generation software, which could allow the private keys of certain addresses to be inferred from on-chain data after that address signs a transaction.
Cardano itself wasn't hacked. The issue lies in SecondFi’s wallet software.
Currently, SecondFi is preparing:
🔄 A tool to move ADA, native tokens & NFTs to a new wallet
🔐 A recovery process using zero-knowledge proofs
📅 Recovery is expected before 10/9
🛑 SecondFi will not resume normal operations
SecondFi: “Your seed phrase is safe.”
Signing code: “Are you sure about that?” 💀
This is also a painful reminder for self-custody: while blockchains may be secure, wallet implementations can still become a critical weak point.
Do you think after incidents like SecondFi’s, hardware wallets will become a mandatory choice for people holding crypto long-term?
#BrainrotCrypto #SecondFiToShutDownAfter16.1MADATheft
SecondFi, formerly known as Yoroi in the Cardano ecosystem, will not continue operating normally following a serious security incident in June.
In the attack on June 21–23, around 374 wallets were affected and about 16M ADA (~$2.4M) was stolen. SecondFi said the cause was a flaw in transaction-signing/wallet-generation software, which could allow the private keys of certain addresses to be inferred from on-chain data after that address signs a transaction.
Cardano itself wasn't hacked. The issue lies in SecondFi’s wallet software.
Currently, SecondFi is preparing:
🔄 A tool to move ADA, native tokens & NFTs to a new wallet
🔐 A recovery process using zero-knowledge proofs
📅 Recovery is expected before 10/9
🛑 SecondFi will not resume normal operations
SecondFi: “Your seed phrase is safe.”
Signing code: “Are you sure about that?” 💀
This is also a painful reminder for self-custody: while blockchains may be secure, wallet implementations can still become a critical weak point.
Do you think after incidents like SecondFi’s, hardware wallets will become a mandatory choice for people holding crypto long-term?
#BrainrotCrypto #SecondFiToShutDownAfter16.1MADATheft
Partly True
Sending crypto might finally feel less like sending an email from 2004. 💀
Binance Wallet has just added the ability to transfer funds using a domain name directly in the app and extension—currently available for ETH and BSC.
Instead of having to copy a long, messy wallet address:
0x7a3...9F21
now you can use an easy-to-remember domain to send assets.
Crypto: “Not your keys, not your coins.”
Also crypto: “At least make the address readable.” 💀
This is a small step, but it’s pretty important for UX and mass adoption.
Would you guys trust a memorable domain more, or do you still prefer copy-pasting a wallet address for safety? 👀
#crypto #BinanceWallet
Binance Wallet has just added the ability to transfer funds using a domain name directly in the app and extension—currently available for ETH and BSC.
Instead of having to copy a long, messy wallet address:
0x7a3...9F21
now you can use an easy-to-remember domain to send assets.
Crypto: “Not your keys, not your coins.”
Also crypto: “At least make the address readable.” 💀
This is a small step, but it’s pretty important for UX and mass adoption.
Would you guys trust a memorable domain more, or do you still prefer copy-pasting a wallet address for safety? 👀
#crypto #BinanceWallet
JPMorgan said “no” to Polymarket’s banking business… but might still want its IPO. 💀
JPMorgan reportedly ended its banking services for Polymarket in October 2025 due to legal concerns.
But now it’s said to be looking for a chance to lead Polymarket’s IPO.
JPMorgan: “We can’t bank you.”
Also JPMorgan: “But can we lead your IPO?” 💀
Meanwhile, Polymarket is seeking more than $1B in funding, with a target valuation up to $20B—significantly higher than the roughly $8B estimated for 2025.
Prediction markets are clearly becoming too big for Wall Street to keep staying out of.
Do you think this is a sign that Wall Street is gradually accepting prediction markets, or is it simply that JPMorgan wants to make money from something they’re still worried about legally?
#JPMorgan #IPOWave
JPMorgan reportedly ended its banking services for Polymarket in October 2025 due to legal concerns.
But now it’s said to be looking for a chance to lead Polymarket’s IPO.
JPMorgan: “We can’t bank you.”
Also JPMorgan: “But can we lead your IPO?” 💀
Meanwhile, Polymarket is seeking more than $1B in funding, with a target valuation up to $20B—significantly higher than the roughly $8B estimated for 2025.
Prediction markets are clearly becoming too big for Wall Street to keep staying out of.
Do you think this is a sign that Wall Street is gradually accepting prediction markets, or is it simply that JPMorgan wants to make money from something they’re still worried about legally?
#JPMorgan #IPOWave
Verified
$34.75M burned in one quarter. TRON’s deflation game is getting serious. 🔥
TRON Eco said that in Q2/2026, the total value of buyback & burn exceeded $34.75M, mainly from 4 projects within the ecosystem.
Most notably is JST:
🔥 355M+ JST burned in one go
💰 Value of about $34.59M
📉 Total burned amount is equivalent to 17.29% of the original maximum supply
💵 Cumulative burn value: $94.62M+
SUN has also completed its 51st burn, while BTT and WIN will transfer all corresponding profits/revenues to buyback starting from Q3.
TRON Eco: “We’re burning supply.”
Supply: “Bro, can we talk?” 💀🔥
What’s noteworthy is that the mechanism is shifting from “stage-based incentives” to “institutionalized deflation,” meaning buyback & burn is directly linked to actual revenue.
Do you think revenue-backed burn truly creates long-term value for the token, or is the burn just pretty on paper if demand doesn’t grow?
#sun #Tron
TRON Eco said that in Q2/2026, the total value of buyback & burn exceeded $34.75M, mainly from 4 projects within the ecosystem.
Most notably is JST:
🔥 355M+ JST burned in one go
💰 Value of about $34.59M
📉 Total burned amount is equivalent to 17.29% of the original maximum supply
💵 Cumulative burn value: $94.62M+
SUN has also completed its 51st burn, while BTT and WIN will transfer all corresponding profits/revenues to buyback starting from Q3.
TRON Eco: “We’re burning supply.”
Supply: “Bro, can we talk?” 💀🔥
What’s noteworthy is that the mechanism is shifting from “stage-based incentives” to “institutionalized deflation,” meaning buyback & burn is directly linked to actual revenue.
Do you think revenue-backed burn truly creates long-term value for the token, or is the burn just pretty on paper if demand doesn’t grow?
#sun #Tron
Bitcoin’s current drawdown is getting close to the historical pain zone. 👀
According to this analysis, the amount of BTC bought from 2025 to now has already fallen by about 41.5% compared to the December 2025 peak.
The analyst believes that during major bear-market cycles, the deepest drop for this group of coins could be around 50–60%.
Notably, BTC bought in 2024, 2023, and 2022 is trending more stable. The longer you hold, the less likely the coins are to be sold.
In other words, the group that bought BTC near the top is facing the biggest pressure and could still be the main source of supply if the market continues to drop.
BTC: “-41% is fine.”
2025 buyers: “Bro, I didn't sign up for this.” 💀
If the drawdown continues toward the 50–60% range, will this be the final capitulation of the newer holder group, or is the market still set for an even more painful chapter?
#BearishAlert #bitcoin
According to this analysis, the amount of BTC bought from 2025 to now has already fallen by about 41.5% compared to the December 2025 peak.
The analyst believes that during major bear-market cycles, the deepest drop for this group of coins could be around 50–60%.
Notably, BTC bought in 2024, 2023, and 2022 is trending more stable. The longer you hold, the less likely the coins are to be sold.
In other words, the group that bought BTC near the top is facing the biggest pressure and could still be the main source of supply if the market continues to drop.
BTC: “-41% is fine.”
2025 buyers: “Bro, I didn't sign up for this.” 💀
If the drawdown continues toward the 50–60% range, will this be the final capitulation of the newer holder group, or is the market still set for an even more painful chapter?
#BearishAlert #bitcoin
Tokenization was supposed to get its green light. Now the SEC is hitting pause. 👀
The SEC is said to continue postponing the “innovation exemption” for tokenized securities, after concerns emerged from both the White House and Wall Street regarding the legal basis and potential market impact.
If implemented, this exemption would make it easier for companies to issue and trade tokenized securities on blockchain within the existing securities law framework.
RWA: “We’re ready.”
SEC: “Not so fast.” 💀
Of note is that tokenization is being pushed very strongly, but the regulatory framework still hasn’t caught up with the pace of the market.
Do you think the SEC is being cautious at the right time, or are they unintentionally slowing the U.S. down in the tokenization race? 👀
#Tokenization #sec
The SEC is said to continue postponing the “innovation exemption” for tokenized securities, after concerns emerged from both the White House and Wall Street regarding the legal basis and potential market impact.
If implemented, this exemption would make it easier for companies to issue and trade tokenized securities on blockchain within the existing securities law framework.
RWA: “We’re ready.”
SEC: “Not so fast.” 💀
Of note is that tokenization is being pushed very strongly, but the regulatory framework still hasn’t caught up with the pace of the market.
Do you think the SEC is being cautious at the right time, or are they unintentionally slowing the U.S. down in the tokenization race? 👀
#Tokenization #sec
Bitcoin is still waiting for its breakout signal. 👀
SpaceX has just gone through a massive unlock, but the price is still up about 22% over 2 days. The next unlock on 20/8 will be around 319M shares, followed by more large unlocks in September and October.
As for BTC, it’s still quite weak around $63.6K:
🟢 Support: $62.5K
🔴 Resistance: $65K–$70K
SpaceX: “I broke out.” 🚀
Bitcoin: “Still waiting for confirmation.” 💀
BTC needs to break above $65K first, or do you think the real breakout only starts when it reclaims $70K?
#BTC #SpaceX
SpaceX has just gone through a massive unlock, but the price is still up about 22% over 2 days. The next unlock on 20/8 will be around 319M shares, followed by more large unlocks in September and October.
As for BTC, it’s still quite weak around $63.6K:
🟢 Support: $62.5K
🔴 Resistance: $65K–$70K
SpaceX: “I broke out.” 🚀
Bitcoin: “Still waiting for confirmation.” 💀
BTC needs to break above $65K first, or do you think the real breakout only starts when it reclaims $70K?
#BTC #SpaceX
Bitcoin miners are slowly becoming AI infrastructure companies. 👀
The hashrate of publicly listed Bitcoin miners in Q2/2026 fell 13.4% to 319 EH/s.
But the interesting story is on the revenue side:
Core Scientific made $136.7M from hosting, compared to only $27.5M from mining.
TeraWulf also has $31.9M in HPC revenue, higher than its $12.8M from mining.
Bitcoin mining: “What happened to us?”
AI: “I needed the electricity.” 💀
AI/HPC is pushing miners to shift from simply mining BTC to leasing electricity + compute infrastructure.
Do you guys think this is the natural evolution of Bitcoin mining, or will AI eventually cause many miners to stop mining altogether?
#Mining #AI
The hashrate of publicly listed Bitcoin miners in Q2/2026 fell 13.4% to 319 EH/s.
But the interesting story is on the revenue side:
Core Scientific made $136.7M from hosting, compared to only $27.5M from mining.
TeraWulf also has $31.9M in HPC revenue, higher than its $12.8M from mining.
Bitcoin mining: “What happened to us?”
AI: “I needed the electricity.” 💀
AI/HPC is pushing miners to shift from simply mining BTC to leasing electricity + compute infrastructure.
Do you guys think this is the natural evolution of Bitcoin mining, or will AI eventually cause many miners to stop mining altogether?
#Mining #AI
US mortgage rates finally blinked. 👀
The 30-year mortgage rate in the US fell from 6.69% → 6.67%, ending a five-week streak of consecutive increases.
At the same time, the labor market is cooling and the July CPI continues to show easing inflation pressure.
Mortgage rates: “Okay, I’ll chill.”
Fed: “Finally.” 💀
If this trend continues, the pressure on the Fed to keep policy overly hawkish could gradually ease.
Brothers, do you think this is the first sign that financial conditions are starting to loosen up—or is it still too early to draw conclusions?
#USGovernment #MortgageRates
The 30-year mortgage rate in the US fell from 6.69% → 6.67%, ending a five-week streak of consecutive increases.
At the same time, the labor market is cooling and the July CPI continues to show easing inflation pressure.
Mortgage rates: “Okay, I’ll chill.”
Fed: “Finally.” 💀
If this trend continues, the pressure on the Fed to keep policy overly hawkish could gradually ease.
Brothers, do you think this is the first sign that financial conditions are starting to loosen up—or is it still too early to draw conclusions?
#USGovernment #MortgageRates
AI is getting better at finding crypto vulnerabilities. Maybe security researchers need better access too. 👀
More than 40 organizations in the Bitcoin and digital assets space have signed an open letter calling on AI labs to provide controlled early access for vetted open-source security researchers.
The signatories include Coinbase, BitGo, Block, Blockstream, Anchorage Digital, and many other organizations.
The reason is pretty clear: crypto relies heavily on open-source software, while attackers can use AI to speed up the process of finding vulnerabilities. On the flip side, security researchers are often limited by AI product policies.
Previously, the Bitcoin Red Team used AI to review about 390 projects in ~27.5 hours, generating around 4,962 findings, including dozens of serious issues and hundreds of high-risk problems. Of course, the findings still need human verification.
What’s notable is that they’re not asking to grant full access to AI models with high cyber-attack potential. Instead, they propose a trusted access program with pre-release models, compute resources, private code-review environments, and a direct communication channel with security teams.
AI: “I can find your bugs faster.”
Security researchers: “Then let us use it before the hackers do.” 💀
Do you think AI security tools should be made available to security researchers first, or is restricting access still necessary to prevent defensive tools from becoming weapons?
#AI #BTC
More than 40 organizations in the Bitcoin and digital assets space have signed an open letter calling on AI labs to provide controlled early access for vetted open-source security researchers.
The signatories include Coinbase, BitGo, Block, Blockstream, Anchorage Digital, and many other organizations.
The reason is pretty clear: crypto relies heavily on open-source software, while attackers can use AI to speed up the process of finding vulnerabilities. On the flip side, security researchers are often limited by AI product policies.
Previously, the Bitcoin Red Team used AI to review about 390 projects in ~27.5 hours, generating around 4,962 findings, including dozens of serious issues and hundreds of high-risk problems. Of course, the findings still need human verification.
What’s notable is that they’re not asking to grant full access to AI models with high cyber-attack potential. Instead, they propose a trusted access program with pre-release models, compute resources, private code-review environments, and a direct communication channel with security teams.
AI: “I can find your bugs faster.”
Security researchers: “Then let us use it before the hackers do.” 💀
Do you think AI security tools should be made available to security researchers first, or is restricting access still necessary to prevent defensive tools from becoming weapons?
#AI #BTC
Verified
RWA is getting a little more interesting. 👀
Saturn has just partnered with Ondo to bring STRCon and other tokenized securities into STRC-based products.
In the first integration, Saturn plans to add STRCon to sUSDat. STRCon is a tokenized version of Strategy’s STRC preferred stock, issued by Ondo, which tracks the asset’s economic performance but does not grant direct ownership rights.
Ondo has already listed more than 440 tokenized stocks and ETFs, with roughly $1.02B in assets held as of 13/8.
A notable point is that this model is rapidly turning traditional securities into on-chain assets.
Stocks: “Can I go on-chain?”
Crypto: “Finally, you’re catching up.” 💀
But there are still plenty of questions about custody, settlement, dividends, and regulatory access—especially for U.S. investors.
Brothers, do you think tokenized stocks will truly become a big market, or is it still just an overhyped RWA narrative? 👀
#etf #ONDO
Saturn has just partnered with Ondo to bring STRCon and other tokenized securities into STRC-based products.
In the first integration, Saturn plans to add STRCon to sUSDat. STRCon is a tokenized version of Strategy’s STRC preferred stock, issued by Ondo, which tracks the asset’s economic performance but does not grant direct ownership rights.
Ondo has already listed more than 440 tokenized stocks and ETFs, with roughly $1.02B in assets held as of 13/8.
A notable point is that this model is rapidly turning traditional securities into on-chain assets.
Stocks: “Can I go on-chain?”
Crypto: “Finally, you’re catching up.” 💀
But there are still plenty of questions about custody, settlement, dividends, and regulatory access—especially for U.S. investors.
Brothers, do you think tokenized stocks will truly become a big market, or is it still just an overhyped RWA narrative? 👀
#etf #ONDO
Partly True
UNI at $100? Standard Chartered says we might be aiming too low. 👀
Standard Chartered believes the $100/UNI target set at the end of the previous year may still be too low, as the pace of revenue generation and buybacks by Uniswap is exceeding expectations.
From 27/7 to 12/8, Uniswap generated about $244K in revenue per day, equivalent to roughly $89.1M per year. All of this revenue is used for buying back and burning UNI.
Most notably is the Robinhood Chain:
💰 Uniswap revenue in 7 days: $1.55M
🔥 Robinhood Chain contribution: $925K
→ About 60% of total revenue
If Uniswap continues to add integrations similar to the Robinhood Chain, the fee → buyback → burn → value capture story of UNI will become increasingly compelling.
UNI: “$100 sounds good enough.”
Standard Chartered: “Bro, you might be aiming too low.” 💀
But the key question is:
If a new chain has already contributed ~60% of Uniswap’s revenue in 7 days, what happens if Uniswap gets another 5–10 integrations like that? 👀
#Robinhood #UNI
Standard Chartered believes the $100/UNI target set at the end of the previous year may still be too low, as the pace of revenue generation and buybacks by Uniswap is exceeding expectations.
From 27/7 to 12/8, Uniswap generated about $244K in revenue per day, equivalent to roughly $89.1M per year. All of this revenue is used for buying back and burning UNI.
Most notably is the Robinhood Chain:
💰 Uniswap revenue in 7 days: $1.55M
🔥 Robinhood Chain contribution: $925K
→ About 60% of total revenue
If Uniswap continues to add integrations similar to the Robinhood Chain, the fee → buyback → burn → value capture story of UNI will become increasingly compelling.
UNI: “$100 sounds good enough.”
Standard Chartered: “Bro, you might be aiming too low.” 💀
But the key question is:
If a new chain has already contributed ~60% of Uniswap’s revenue in 7 days, what happens if Uniswap gets another 5–10 integrations like that? 👀
#Robinhood #UNI
Ethereum just said: “Poseidon? We’re good.” 💀
Ethereum Foundation researcher Justin Drake said that Ethereum is moving away from Poseidon for Layer 1 and shifting to more traditional hashes like SHA/BLAKE.
The reason is pretty interesting: new advances in SNARK design make SHA/BLAKE far more competitive in proving environments. According to the information, it may be possible to reach ~1 million hash calls/second on a laptop, with CPU costs around 100 times lower.
At the same time, Ethereum is pushing forward with post-quantum cryptography, aiming to get leanVM into production by 2027 and complete CL/DL/EL by 2028.
Crypto: “AI is getting better at breaking cryptography.”
Ethereum: “Cool. Let’s upgrade before it becomes our problem.” 💀
The most notable point to me isn’t that Poseidon is being dropped—it’s that Ethereum is prioritizing primitives that have been studied and battle-tested more widely as the cryptographic threat landscape changes.
Do you think this is a cautious move at just the right time, or is Ethereum over-engineering too early for the post-quantum era?
#QuantumCrypto #Ethereum
Ethereum Foundation researcher Justin Drake said that Ethereum is moving away from Poseidon for Layer 1 and shifting to more traditional hashes like SHA/BLAKE.
The reason is pretty interesting: new advances in SNARK design make SHA/BLAKE far more competitive in proving environments. According to the information, it may be possible to reach ~1 million hash calls/second on a laptop, with CPU costs around 100 times lower.
At the same time, Ethereum is pushing forward with post-quantum cryptography, aiming to get leanVM into production by 2027 and complete CL/DL/EL by 2028.
Crypto: “AI is getting better at breaking cryptography.”
Ethereum: “Cool. Let’s upgrade before it becomes our problem.” 💀
The most notable point to me isn’t that Poseidon is being dropped—it’s that Ethereum is prioritizing primitives that have been studied and battle-tested more widely as the cryptographic threat landscape changes.
Do you think this is a cautious move at just the right time, or is Ethereum over-engineering too early for the post-quantum era?
#QuantumCrypto #Ethereum
Verified
RWA just hit another reality check. 💀
The token issuance plan for the Maldives resort branded by Trump, implemented by World Liberty Financial (WLFI) and its partners, has been postponed.
This token was intended to let investors access part of the project’s revenue, but the plan has been delayed amid the Iran war impacting tourism operations in the Middle East and surrounding areas.
RWA: “We’re putting real-world assets on-chain.”
Real world: “Hold my beer.” 💀
I also think this is an interesting point about RWA: putting real assets on the blockchain doesn’t mean eliminating real-world asset risks. Tourism, geopolitics, legal issues, and real cash flows can still cause tokenized assets to have to wait.
Brothers, do you think RWA is being priced too high versus real-world risks, or is this just a temporary delay?
#WLFI #TRUMP
The token issuance plan for the Maldives resort branded by Trump, implemented by World Liberty Financial (WLFI) and its partners, has been postponed.
This token was intended to let investors access part of the project’s revenue, but the plan has been delayed amid the Iran war impacting tourism operations in the Middle East and surrounding areas.
RWA: “We’re putting real-world assets on-chain.”
Real world: “Hold my beer.” 💀
I also think this is an interesting point about RWA: putting real assets on the blockchain doesn’t mean eliminating real-world asset risks. Tourism, geopolitics, legal issues, and real cash flows can still cause tokenized assets to have to wait.
Brothers, do you think RWA is being priced too high versus real-world risks, or is this just a temporary delay?
#WLFI #TRUMP
Partly True
The September Fed cut is getting priced out. 👀💀
The market is currently pricing about a 65% chance that the Fed will keep rates at 3.50%–3.75% in September, up from roughly 60% before the PPI was released.
After CPI came in exactly as expected, the market thought everything would get easier to breathe.
Fed: “Maybe we wait.”
Traders: “Wait… what?” 💀
I think this is a pretty notable point: CPI cooling down doesn’t mean a September cut is guaranteed. PPI and other upcoming inflation data can still change expectations very quickly.
Do you think the probability of a 65% hold will keep rising, or will the market revert to pricing in a cut before September? 👀
#PPI #Fed
The market is currently pricing about a 65% chance that the Fed will keep rates at 3.50%–3.75% in September, up from roughly 60% before the PPI was released.
After CPI came in exactly as expected, the market thought everything would get easier to breathe.
Fed: “Maybe we wait.”
Traders: “Wait… what?” 💀
I think this is a pretty notable point: CPI cooling down doesn’t mean a September cut is guaranteed. PPI and other upcoming inflation data can still change expectations very quickly.
Do you think the probability of a 65% hold will keep rising, or will the market revert to pricing in a cut before September? 👀
#PPI #Fed
🟡 3.50%–3.75%
🟢 3.25%–3.50%
🔴 3.75%–4.00%
💀 Fed.exe has stopped respond
1 day(s) left
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