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Ludvig Boltzmann retweeted
We are expanding the Bitcoin black hole.
At some point the market will realise that companies like Strategy and Strive are not just predicting a $1,000,000 Bitcoin, they are engineering one.
Every purchase tightens supply and every supply squeeze raises the price.
A self fulfilling prophecy.
Ludvig Boltzmann retweeted
Joseph is naming the real battle here: not another fintech feature war, but who owns the agent that sits between every human and their money. Spolier: it has to be you.
Our stack is now stablecoins + tokenized assets + DeFi + agents. Open rails and verifiable agent identity (and reputation, see Ethereum ERC-8004 -- Trustless Agents) are how that stack stays a commons instead of a new set of siloed walled gardens partitioning the financial system.
$1T of agent-handled financial activity by 2030, $4T by 2035 — and hundreds of billions returned to people via fee compression — only works if the agent serves the user, not the platform.
Web3, the emerging decentralized world wide web is (finally) the user-centric web, after all.
Ethereum is all about credible neutrality and censorship resistance.
MetaMask's Open Money OS (metamask.io/news/metamask-ne…) focuses on empowering users and communities with financial agency -- full control over all aspects of their financial lives.
Sharplink grows share value as it grows ETH and Ethereum ecosystem value as it invests its permanent capital in the emerging Decentralized System of the World.
Very much worth reading the entire article.
Ludvig Boltzmann retweeted
umadbro.shop is live.
The Trollface meme just got decentralized.
Token and NFT holders can create their own Trollface designs, submit them, and let the community vote. Hit 69 likes and the piece moves to the next stage – then we check whether it’s worth producing and how it should be made.
The creator takes a cut of sales. Another cut goes to Carlos Ramirez, the original solana:5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2 artist.
Besides limited official merch, that’s the real playground.
Don’t just look. Submit your best work.
umadbro.shop/shop/creations
Ludvig Boltzmann retweeted
Excited to support @HyperionDeFi and @Kinetiq_xyz in bringing @doublezero’s Hyperliquid infrastructure to market.
DoubleZero Edge brings multicast data distribution over dedicated fiber and now carries @HyperliquidX.
Request Edge access at doublezero.xyz/hyperliquid.
$BMNR $BMNP
Ludvig Boltzmann retweeted
$ASST’s option chain may help explain part of its short interest.
@IIICapital points to roughly 211,000 contracts around the warrant expirations, equal to about 80% of the outstanding warrant shares.
One possible explanation: warrant holders sell calls, and market makers hedge by shorting $ASST.
If that’s already happened, some of the selling pressure may already be reflected in the market.
The theory is plausible, but open interest alone can’t confirm who holds the positions.
Ludvig Boltzmann retweeted
Tad Smith says he's very bullish on Bitcoin, and the fact that so many people aren't makes him even more bullish.
@tadtweets joins @IIICapital on The Income Show to discuss the Fed's rate hike, Bessent and yield curve control, AI and the labor market, his barbell portfolio, digital credit, Bitcoin treasury companies, and why all roads lead to Bitcoin.
0:00 - Intro
1:18 - The Fed's Unnecessary Rate Hike
5:49 - Bessent, Warsh and Yield Curve Control
12:01 - Is AI a Bubble?
20:09 - AI and the Labor Market
25:11 - Tad's Barbell Portfolio
28:28 - Digital Credit and STRC's Summer Selloff
35:28 - Why Tad Is Bullish on Bitcoin
40:00 - Strive, Strategy and Metaplanet
44:26 - The Clarity Act and Crypto Regulation
49:19 - AI, Terminal Values and Bitcoin
52:05 - The Economy in 10 Years
55:59 - Bitcoin's Path to 2030
57:56 - Closing Thoughts
$BTC $MSTR $ASST $STRC $SATA
Ludvig Boltzmann retweeted
Just bought my first ever NFT
U mad bro ?
solana:5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2
BDO, the world’s 5th largest accounting network, notes industries are built on assets: airlines deploy aircraft, banks allocate capital, and software firms monetize IP. Bitcoin can similarly be a foundational asset around which businesses are built. bdo.com/insights/assurance/b…
2 days left to submit your STOCKLANA hackathon project.
Submissions close this Friday @ 4 PM ET
hackathons.solana.com/hackat…
The market is closed, but Solana is open.
Trade stocks, build with stocks, dream bigger about what stocks can do. 24/7/365.
Welcome to STOCKLANA.
6 days left to submit for $125k+ in prizes: hackathons.solana.com/hackat…
Ludvig Boltzmann retweeted
It might just be me, but it seems like the 10Y and 30Y might be trying to tell us something....
Permissionless tranching, now live on Solana
Reflect's second risk market is open for pre-deposits, built on $eHYUSD.
eHYUSD is the yield bearing stablecoin issued by @hylo_so. Protected eHYUSD is paid first. Amplified eHYUSD takes any loss first and is paid more for it.
$300k pre-deposit cap.
tranches.reflect.money
Lock into Solana Summit Canada 🇨🇦nitter.cf/i/broadcasts/1wxWjlEkV…
