Mark Bychek

🤯 $5 billion in BTC is already locked in Babylon. And this is only the beginning.

The protocol has been operating without incidents since April 2025. Aave is integrating native BTC lending without bridges and wrappers. This isn’t theory—this is real infrastructure that has already attracted billions.

At the same time, BABY’s market cap is only $50 million. The gap between TVL and market cap is about 1%. It’s like if a building with $5 billion worth of tenants had an asset management cost of $50 million.

What needs to happen for the market to start reflecting the protocol’s real value in the token?

@BabylonLabs_io #baby $BABY

🚨 Trump has again posted an AI image featuring an alien

This time — in handcuffs, in front of a military base. He shared a series of AI pictures on Truth Social. Other images also appeared: him pressing a red button and controlling battles in outer space. All of this is captioned “Space Force.”

He keeps playing with the theme that he himself helped popularize after the Pentagon declassified UFO files in early May. Now his AI fantasies are becoming part of the media image.

What do you think—just a joke, or part of preparation for something bigger?

$BTC

@CZ “Maybe it’s a bear market, but there’s no shortage of ready-to-enter money”

He’s not saying this for the first time. And it always turns out he’s right. While everyone panics, big players are waiting for a signal. The question isn’t whether the money exists, but when they decide to enter.

$BNB

🤔 Kevin Warsh proposed reconsidering the frequency of Federal Reserve meetings

Currently, there are eight per year. The New York Times writes that this could become the most significant change in the central bank’s operations in recent years. The meeting dates for 2026–2027 are still preliminary.

Markets don’t like uncertainty. Especially when it concerns the key instrument of monetary policy.

$BTC

A protocol that holds $5B in BTC, and its token is worth $50M

I looked at the numbers and couldn’t believe it. Babylon isn’t just another DeFi project. It attracted more than $5B in native Bitcoin without wrappers or bridges. They simply staked BTC through scripts and now use it to secure other networks.

And the price of the BABY token is about $0.012. Market cap — $52M. With a TVL of $5B.

It’s like if a building with $5B worth of tenants had a management cost of just $50M.

The project is built by the folks at a16z, and the partnership with Aave is already in place. But the market still doesn’t see value in the token.

The protocol works. But the question remains: what has to happen for the token to start reflecting the real value of the protocol?

@BabylonLabs_io #baby $BABY

TD Cowen lowered the price target for SharpLink Gaming from $16 to $13

The reason is a revision of the Ethereum forecast. Analysts now expect ETH to end 2026 at $3,650, as previously assumed. This is due to weaker-than-expected ETH prices in the second quarter, as well as delays in the adoption of regulation for tokenized assets, in particular the CLARITY Act.

Elon Musk: Emperor Kekius Maximus, First of His Name
For the first time in a year.
Under the post of a person from the $KEKIUS team.

🚨 Pump.fun has frozen (laid off) its employees.

In two months, they fired more than 40 people. Officially—because of rapid growth. In reality—to avoid paying out tokens.

Employees signed agreements to receive tokens with a one-year lockup. The unlock was supposed to begin in June. But instead of payments—mass layoffs. One developer was let go a day before the token allocation.

The losses amount to millions of dollars per person.

The team built a project, and in return got a week’s salary and a door through the back.

🤯 Tether reported profit of more than $1.5 billion for the second quarter.

Total reserves reached $187.75 billion, with excess reserves at $4.11 billion. The company holds $140.6 billion in U.S. government bonds, remaining one of the largest holders of sovereign debt. Over the quarter, USDT reserves grew by $446 million to $184.6 billion, and its market share surpassed 60%.

This is not just a report. It’s a reminder that stablecoins have become a system-forming element of the financial system.

$BTC

He has always been like that 🤫

Bitcoin is finally no longer just a passive asset

Previously, to use BTC in DeFi, you had to make compromises: wrapped tokens, trust in bridges, and hacking risks. It was a necessary measure, not a solution.

Babylon changes that. No hard forks, no trust in third parties—just native mechanics at the script level.

Your BTC is locked by an embedded script directly in the network. The keys remain with you. Validators can’t cheat—if they sign two conflicting blocks, EOTS (extractable one-time signatures) will instantly reveal their private key on the Bitcoin blockchain. The system automatically confiscates the collateral. Cheating becomes economically unprofitable.

This isn’t just technology. It’s a new level of security for all of Web3.

Are you ready to stake BTC via Babylon?

@BabylonLabs_io $BABY #baby

Chainlink topped up its reserves with 706,809 LINK in July—about $5.7 million

The company’s total reserves now stand at 5,210,976 LINK. The reserve is replenished using fees from institutions and dApps—all revenue is automatically converted into LINK.

Chainlink does not withdraw tokens from the reserve and does not plan to do so in the coming years. The accumulation pace is accelerating: by the end of 2025, inflows were 80–90 thousand LINK per week.

Binance.US will apply for a CFTC license

Binance.US CEO Stephen Gregory said the exchange plans to obtain Designated Contract Market (DCM) status in order to launch regulated prediction markets in the United States.

$BNB

@CZ supported memecoins and explained why he’s selling them

He said he feels neutral about all memes, and is even ready to buy or sell a couple in the next few weeks to test some ideas. The main thing is that the strongest wins.

He also clarified the situation with selling the tokens that are sent to him or to an exchange. Giggle Academy simply converts donations into BNB at the end of the month—using that money to pay for free education.

According to him, if you send tokens to someone without prior agreement, don’t expect them to be burned. And if it’s a donation, be prepared for them to be spent on the cause.

WBTC on Aave V3 on Arbitrum continues to grow

The WBTC volume in the pool stays at around 2.88K–2.91K, with no sudden spikes. This points to steady interest rather than a one-off surge.

Nearly a quarter of all Arbitrum liquidity ($700M) is currently in WBTC, and the deposit rate is minimal—0.05%. Users are bringing BTC onto the network, where it becomes a key asset for borrowing and liquidity.

CLARITY Act is ready. Voting is being postponed

Scott Bessent said the bill is fully ready for a vote. The House of Representatives passed it more than a year ago, and the Senate has already finished its work on the text, but a vote still hasn’t taken place.

He warned: if the law isn’t adopted, crypto companies will start leaving the country. And he directly pointed to Democrats—according to him, they are the ones dragging out the decision.

$BTC

Arthur Hayes: The Fed has given the green light to buy depressed altcoins.

The Fed confirmed it will continue supporting reserves and is ready to purchase government debt for liquidity. Hayes calls this a form of hidden easing of policy.

His idea is simple: there is enough money, so there won’t be a sharp tightening. That means it’s worth looking at altcoins that have fallen significantly, but that have real products and users behind them.

$BTC

Aave stops operating on six blockchains, including Aptos and zkSync

The protocol shuts down its deployments on Sonic, Scroll, zkSync, Metis, Soneium, and Aptos due to low profitability. Each of these networks generates less than $5,000 per quarter, and some bring in under $1,000. For comparison, Ethereum mainnet generates over $142 million per year.

Deposits of $98.1 million and loans of $15.6 million are in the line of fire—amounting to less than 1% of Aave’s total assets of $14 billion.

Existing positions will not be forcibly closed. The markets will be frozen for new deposits and loans, and the borrowing rate will be raised to 5%, making it unprofitable to hold positions.

Aave founder Stani Kulechov called it a planned optimization, not an assessment of the quality of the blockchains.

Now any user of Claude or ChatGPT can trade on Solana through a dialogue with AI.

PayBox — a non-custodial wallet for AI agents. Write it, confirm it, and pay.

What do you think—will this be the future or just hype?

🇺🇸 SEC Chapter backs the CLARITY Act

Paul Atkins said he is ready to help Congress advance the bill, including providing technical support. In his view, America should match the energy of innovators—with regulation worthy of it.

This week, Republicans hope to secure bipartisan support to pass the law before the August recess. Last week, the bill removed a key ethical conflict: officials and their families were banned from issuing or promoting cryptocurrencies.

If the CLARITY Act passes, it will establish a complete regulatory framework for the U.S. crypto market.

$BTC