jujucrypt

Interesting shift in the way $ETH and $SOL could look over the next few years.

Grayscale estimates that, if proposed changes are implemented, annual supply inflation could fall to around 0.4% for ETH and 1.1% for SOL by 2031.

Lower issuance doesn't automatically mean higher prices, but it does change the supply side of the equation.

And this is something I find interesting from the DeFi side too.
As major networks become more supply-conscious, the assets running through their ecosystems could become increasingly important for things like liquidity, swaps and tokenized assets.

That's part of why I keep watching how platforms like STON.fi are connecting TON to a wider range of assets and liquidity through cross-chain infrastructure.

We're moving toward a DeFi environment where tokenomics, liquidity and cross-chain access are becoming increasingly connected.
Still early, but the direction is getting harder to ignore.

With the way FOMO has been gaining attention lately, I guess I'm not too surprised by this 👀

FOMO has now surpassed Hyperliquid in 24-hour revenue.
That's pretty interesting considering how much attention Hyperliquid has been getting across the market. It also shows just how quickly attention and activity can shift in crypto when a new platform starts catching momentum.

The real question is whether FOMO can keep this up or if this is just another short-term spike in activity. $HYPE

This is actually funny 😂

Tesla short sellers are reportedly up around $9 billion this year, two years after #elon Musk said they would be “obliterated.”
And then there’s Bill Gates, who was also publicly known for betting against Tesla.

Now I'm curious how much has Bill Gates actually made from the $TSLA short so far? 👀

Interesting how the data keeps pointing in the same direction.
Ethereum #ETFs $ETH recorded $6.7M in weekly net inflows, even with the market still moving through different phases.

For me, it's another reminder that the people still here are building and positioning for what this space could become.
And this is where I find STONfi interesting.

We're starting to see traditional assets move onto blockchain through things like xStocks, giving crypto-native users access to tokenized stocks and ETFs while staying within a DeFi environment. @STONfi DEX currently supports access to assets such as SPYx, NVDAx, GOOGLx and TSLAx on $GRAM

Ethereum ETFs show growing interest in crypto exposure through traditional financial products.

Tokenized assets take that idea in another direction:
bringing traditional markets directly onto blockchain rails.

Still early, but the more I see these two worlds moving closer together, the more interesting the long-term opportunity looks.

Bitcoin's final 929,465 $BTC are expected to take more than a century to mine.

But now I'm wondering... how does quantum computing change that timeline?

Could quantum technology eventually make Bitcoin mining significantly faster, or is the bigger concern actually the security of Bitcoin's cryptography?

A lot can change over the next 100+ years, so it's interesting to think about what Bitcoin will even look like by the time those final coins are being mined.

News like this is exactly why I keep $NVDA on my radar. Goldman is now looking for investors for Nvidia’s $500B AI infrastructure financing initiative, with banks, insurers and asset managers expected to provide much of the capital. Nvidia could backstop up to $125B, or 25% of the potential financing.

For me, that adds another layer to the NVDA trade. It's not just about chip demand anymore there's a massive financing push building around the AI infrastructure needed to use those chips.

That's also where @STONfi DEX tokenized assets/xStocks fit into the bigger picture for me.

Traditional capital is increasingly looking for ways to access new asset classes, while DeFi is building the infrastructure to make traditional assets more accessible on-chain.

I'm watching both sides of that transition closely: AI infrastructure in traditional markets and tokenized assets in DeFi.

$HEMI is back among the top gainers, although I'm seeing some rejection around the current level, so a possible short setup could be forming.

$H on the other hand is showing some strength, and for now I don't see much reason to expect a major dump.
On the STON.fi side, the numbers are getting harder to ignore.
Recent data puts STON.fi at around 78% of TON DEX swap volume, nearly 5× the next-largest venue, while accounting for roughly 59% of users

But the interesting part isn't just the volume.
Through Omniston, STON.fi can connect liquidity from multiple sources for cross-chain swaps, helping users access liquidity beyond a single pool or network.

So for me, these numbers tell a bigger story.
STON.fi isn't just processing a lot of TON swaps it is becoming an important part of how liquidity gets accessed and executed across the ecosystem.

And as DeFi becomes increasingly multichain, that execution layer could become even more important.

I guess the $COW have begone

NEW: Nearly 200,000 $XRP was drained from an XRPL bridge 👀
The bridge lost roughly 199,916 XRP after a software flaw allowed fake deposits to be treated as real ones.

The result? The bridge's XRP reserve was almost completely drained, leaving the bridged XRP on the other side no longer fully backed 1:1.
The important part here is that XRPL itself wasn't hacked.
The vulnerability was in the infrastructure connecting the two networks.

This is why cross-chain DeFi needs more than just good liquidity and fast execution. The security model behind how assets move between chains matters just as much.

For anyone using bridges or cross-chain assets, I'd be paying attention to:
→ How the bridge verifies deposits
→ What actually backs the bridged asset
→ Whether the bridge is currently operational
→ What happens if something goes wrong

Cross-chain is clearly becoming a bigger part of DeFi, but incidents like this show why trustless execution, transparent collateral and strong verification are so important.

Moving assets across chains shouldn't just be convenient.
It needs to be secure too.
#Ripple

got my eyes on $ACE with shorts in mind let see

patience is all it takes

$VELVET is set for another move towards $1,1 zone if it does not even break above that level

you best believe SpaceX stock, $SPCX , extends gains to over +10% on the day, now up nearly +40% over the last five trading days.

The stock has added +$550 billion in market cap since August 6th.
#SPCX

I guess I should have paid more attention to $BR

$15T and #blackRock is calling tokenization the “next generation for markets.”

Honestly, the more I watch what's happening with tokenized assets, the harder it is to ignore.

xStocks and other #TOKENIZED assets are starting to make the idea of bringing traditional markets on-chain feel less like a concept and more like something that's already happening.
I've been paying more attention to this through STON.fi, especially the xStocks side.

What interests me isn't just being able to get exposure to a tokenized stock.

It's the bigger picture bringing traditional assets into an environment where they can interact with on-chain liquidity, swaps and DeFi infrastructure.

We're still early, but every time more institutions talk about tokenization and more assets move on-chain, the direction becomes a little clearer.

The future of markets might not be TradFi or DeFi.
It could be TradFi assets running on DeFi rails.

$USOon has been on my watchlist

With the U.S.-Iran situation still hanging in the balance, any meaningful progress toward an agreement could take some of the geopolitical risk premium out of oil.

That could put some pressure on USO.
Still watching the setup though the deal isn't finalized, and the market can move fast on headlines.
#USIran

#Ethereum spot #etf s are still seeing solid demand
They recorded around $244.94 million in net inflows last week, which shows that money is still flowing into ETH through traditional investment products.

What I find interesting is that this comes as Ethereum continues to attract more institutional attention. If these inflows remain consistent, they could become another important source of buying pressure for $ETH .

For now, I'm watching to see if this momentum can continue into the coming weeks.

RWA adoption is becoming a lot more spread out across different chains

More than a quarter of the RWA market cap now sits outside Ethereum, $BNB Chain, and zkSync Era.

Solana leads that group with 5.8%, followed by $XRP Ledger at 5.5%, Stellar at 4.9%, Avalanche at 3.7%, Injective at 2.4%, and Arbitrum One at 2.1%.

What stands out to me is how much the RWA narrative is expanding beyond the usual Ethereum ecosystem. Different chains are starting to carve out their own share of tokenized assets.

If RWAs continue growing, competition between these networks could get pretty interesting. It won't just be about who has the biggest DeFi ecosystem anymore, but who can actually attract and support real-world assets at scale.

A lot more liquidity seems to be flowing into stocks lately
Around $240 billion was added to the US stock market in just 75 minutes, at least according to the data being shared.

With this kind of liquidity flowing into equities, it's no surprise that stocks continue to show strong momentum.

The interesting part for me is whether this liquidity eventually starts spilling over into other risk assets like crypto. If the flow of money keeps increasing, $BTC and the broader market could eventually benefit too.

This is not looking good for Cardano $ADA , Polkadot , and Hedera
Grayscale has withdrawn its proposed Cardano, Polkadot, and Hedera ETF registrations from SEC review.

Definitely not the kind of headline the market wanted to see, especially with investors watching closely for more crypto ETFs.

It’s worth keeping an eye on what Grayscale does next and whether these filings eventually come back in another form.

$XRP Ledger stablecoin supply just hit $960.3M, up 10.3% the strongest absolute growth among the top-20 networks.

That's a pretty interesting signal for stablecoin activity on XRPL.
What catches my attention is what happens when that liquidity isn't restricted to one ecosystem.

This is where STON.fi's cross-chain infrastructure gets interesting to me.

With cross-chain assets, liquidity can move between supported networks instead of being completely isolated on one chain. So growth in stablecoin activity on one ecosystem can potentially create more opportunities to connect that liquidity with users and markets elsewhere.

That's one of the bigger ideas behind Omniston—making cross-chain swaps feel less like you're dealing with completely separate ecosystems.

More stablecoin liquidity on XRPL is good for XRPL.
But being able to access and move liquidity across ecosystems is where the bigger multichain opportunity starts getting interesting.
DeFi is becoming less about which chain has the most liquidity and more about how efficiently that liquidity can be accessed.
#Ripple