Shakeout To Breakout?
Lark Davis argues that the recent Bitcoin death‑cross at around $95 K could mark the bottom of the current crypto shake‑out and set the stage for a breakout rally, though timing remains uncertain. He highlights the chart pattern, suggests waiting for a break above the descending channel before taking large positions, and recommends minimal leverage. The post also notes institutional activity—from Berkshire’s large Google stake to new Bitcoin purchases by the Czech central bank and record inflows into an XRP ETF—underscoring mixed sentiment in the market. Overall, Davis adopts a cautiously optimistic, data‑driven stance, urging traders to seek confirmation before committing.
Bitcoin Drops Below $95,000. Is a Fall Past $80,000 Next?
Steven Ehrlich examines Bitcoin’s recent dip below $95,000, questioning whether the price could slide past the $80,000 mark amid a 20% decline over several months. He highlights that despite a $1.9 trillion market cap and new crypto legislation, Bitcoin is up...
Is DYOR Dead? Building a Safer Web3 with Alex Katz
In this interview, Virginia Valenzuela talks with Alex Katz, CEO of Kerberus, about why the traditional "Do Your Own Research" mantra no longer protects users against sophisticated Web3 threats such as address poisoning, malware, and AI deepfakes. Katz explains Kerberus’s...
Starknet Token Outperforms as TVL Climbs
The post highlights Starknet’s STRK token rally—up 40% in the past month and 26% in a day—despite a 96% drop from its launch price and upcoming token unlocks. It attributes the surge to a 200% rise in TVL, driven largely...
Alibaba Reveals Plans for Tokenized Fiat Payments with JPMorgan
Alibaba announced a partnership with JPMorgan to launch a tokenized fiat payment system for its B2B e‑commerce platform, starting with USD and EUR tokens in December, leveraging blockchain technology without labeling them as stablecoins. The rollout aims to enable 24/7...
Premium Investor Report #479
The Premium Investor Report #479 by Lark Davis provides a brief portfolio update, a deep‑dive into the Humanity Protocol altcoin highlighting red flags, and a detailed stock analysis of Energy Fuels Inc., emphasizing its unique control of the White Mesa...
Humanity Protocol Deep Dive
The post examines Humanity Protocol, an identity‑verification network that uses palm biometrics and zero‑knowledge proofs to create a reusable, privacy‑preserving human ID for crypto apps. It outlines potential benefits—streamlining compliance and preventing bots—and notes macro tailwinds like regulatory pressure, while...
Crypto Liquidations Top $1 Billion as Bitcoin Drops Below $97,000
The post highlights a wave of crypto liquidations exceeding $1.1 billion after Bitcoin slipped below $97,000, with $978 million coming from long positions primarily in Bitcoin and Ether. Bitcoin fell 5% to $96,170 and Ether dropped 9% to $3,126, while spot Bitcoin...
Tokenized Equity Market on Hyperliquid Heats Up
The post reports a rapid surge in tokenized equity perpetuals on Hyperliquid, with TradeXYZ adding NVDA and Felix and Ventuals launching TSLA and SPACEX, driving $26 million of 24‑hour volume and highlighting the split between USDC‑denominated XYZ markets and USDH‑settled offerings...
Bitcoin Dips Below $98,000 Amid Global Market Slump
The post reports Bitcoin slipping below $98,000 as the broader crypto market falls amid the end of a 43‑day U.S. government shutdown and lingering inflation worries. It highlights a 3% drop in BTC, a 7% fall in ETH, $647 million in...
Kraken’s xStocks Hit $10B in Total Trading Volume
Kraken’s tokenized equities platform xStocks has surpassed $10 billion in total trading volume across centralized and decentralized venues in under five months, with nearly $2 billion occurring on‑chain and over 45,000 unique holders. The service, which offers 1:1‑backed U.S. stock and ETF...
A Musk-Style Reward? Anthony Pompliano Could Earn $400 Million From ProCap
The article outlines how crypto influencer Anthony Pompliano’s deal with ProCap could net him up to $400 million by monetizing his celebrity status, even as the digital‑asset‑treasury (DAT) sector faces headwinds. It details Pompliano’s rise as a retail‑focused media personality and his...
Polymarket Quietly Relaunches in U.S. in Beta Mode: Report
Polymarket has quietly re‑entered the U.S. market in a beta phase, initially offering sports‑related prediction markets under CFTC oversight after a four‑year regulatory hiatus. The firm is leveraging its newly acquired CFTC‑licensed exchange QCX to self‑certify contracts and plans a...
Aztec Network Launches First Token Sale Using Uniswap’s Continuous Clearing Auction
Aztec Network, a privacy‑focused Ethereum Layer 2, is pioneering its token sale by using Uniswap Labs’ Continuous Clearing Auction (CCA), a transparent on‑chain auction mechanism that limits insider advantage and allows real‑time bidding. The sale, priced at a $350 million FDV with...
Circle Plans New Native Token for Arc Network
Circle is evaluating a native token for its Arc blockchain, where USDC currently serves as the gas token, to encourage broader network participation and move toward decentralized governance. The Arc network, launched in October, recently completed a public testnet with...
Aptos, BNB Chain and 14 Blockchains Can Freeze User Funds: Bybit
Bybit’s Lazarus Security Lab identified that 16 major blockchains—including Aptos, BNB Chain, EOS and Sui—contain built‑in mechanisms that allow accounts to be frozen, either hard‑coded at the protocol level or configurable by validators or foundations. The report also notes another...
Large POPCAT Trades Result in $5 Million Loss for Hyperliquid Vault
The post details a recent attack on Hyperliquid’s HLP vault where an attacker built a $20‑million long POPCAT position, let it liquidate at $30 million, and left the vault holding over $25 million of the memecoin, resulting in a $4.9 million loss and...
Flare TVL Nears Record High as Firelight Teases XRP Liquid Staking
Flare’s total value locked is climbing back toward its recent $208.9 million peak as the liquid‑staking protocol Firelight readies a mainnet launch that will let XRP holders lock their tokens and receive tradable stXRP for DeFi use. This new liquidity avenue...
SKY Surges 14% as Savings TVL Passes $4 Billion
The post reports that the SKY token jumped 14% as Sky Savings’ total value locked surpassed $4 billion, driven by a 63% monthly and 150% year‑to‑date increase in deposits, especially USDS which earns a 4.5% rate. It notes that despite the...
Dromos Labs Merges Aerodrome and Velodrome Into New DEX Aero
Dromos Labs announced that its two decentralized exchanges, Aerodrome and Velodrome, will merge into a single platform called Aero, slated for a Q2 2026 launch. The new DEX will run on the upgraded METADEX03 operating system, adding features like Slipstream V3...
Lido DAO Considers Automated LDO Buyback Mechanism
The Lido DAO is evaluating an automated buyback system for its LDO token that would use roughly 10% of staking revenue to repurchase LDO via an LDO/wstETH liquidity pool, managed by an Aragon Agent. The mechanism would only trigger when...
How to Easily Earn Passive Returns on YieldFi
YieldFi is a multi‑chain DeFi platform that lets users earn passive returns by depositing stablecoins, wETH or wBTC, which are tokenized into yTokens or higher‑yield vyTokens that automatically allocate across protocols like Aave and Morpho. The guide explains the simple...
From Shutdown to Stimulus: Risk Assets Get Green Light
Lark Davis explains that the end of the US government shutdown and the prospect of fresh Treasury liquidity are reigniting risk assets, with crypto leading the charge as Bitcoin breaks above its 50‑week EMA and tokenized real‑world assets surge on...
Mistrial Declared After ‘MEV Brothers’ Accused of $25 Million Exploit
The article reports that the three‑week trial of MIT‑educated brothers accused of a $25 million Ethereum MEV exploit ended in a mistrial after the jury could not reach a verdict. Prosecutors described the alleged scheme as a bait‑and‑switch fraud using MEV‑Boost...
CZ Denies Ties to Trump and WLFI After Pardon
The post reports that Binance founder Changpeng "CZ" Zhao publicly denied any business or financial connections to former President Trump, his sons, or their crypto venture World Liberty Financial after receiving a presidential pardon. Zhao emphasized he never negotiated deals...
Bitcoin Climbs Above $106,000 on Senate Shutdown Vote
Bitcoin surged past $106,000 following the Senate’s 60‑40 vote to end the 40‑day government shutdown, sparking a brief rally in crypto prices while spot Bitcoin ETFs continued to shed over $2 billion. The article notes that Ethereum jumped more than 7%...
Circle Pushes Equal Standards for GENIUS Act Rollout
Circle has submitted recommendations to the U.S. Treasury urging that the newly enacted GENIUS Act impose uniform, strict backing, transparency, and enforcement standards on all payment stablecoin issuers, whether banks, non‑banks, domestic or foreign. The firm stresses that stablecoins must...
Bitcoin Forecast Cut $300,000 by Cathie Wood as Stablecoins Steal Demand
Cathie Wood of ARK Invest trimmed her long‑term Bitcoin price target by $300,000, now seeing about $1.2 million by 2030, because rapid stable‑coin adoption in emerging markets is diverting demand. She still frames Bitcoin as digital gold, while stablecoins such as...
Wintermute Warns Crypto Markets Stuck in Liquidity Loop
Wintermute warns that crypto markets are trapped in a liquidity loop as inflows from stablecoins, ETFs, and digital‑asset treasuries have stalled, forcing capital to recycle internally. Although assets in these channels surged from $40 billion to $270 billion and stablecoin issuance doubled,...
Monero – The Only Real Privacy Coin
The post argues that Monero is the only truly private cryptocurrency because its privacy features—ring signatures, stealth addresses, and mandatory protocol‑level anonymity—are enabled by default for every transaction. It explains how these design choices ensure fungibility and protect users such...
CleanSpark (NASDAQ: CLSK)
CleanSpark (CLSK) is a U.S. Bitcoin‑mining and energy‑infrastructure firm that is expanding into AI‑ready data‑center and high‑performance computing services, leveraging low‑cost, sustainable power to keep mining costs low while adding strategic optionality. Recent Q3 FY2025 results showed a 90.8% revenue jump...
Solana Ecosystem TVL Grows to $35 Billion
Solana’s ecosystem TVL surged from $3 billion in late 2023 to $35 billion in 2025, driven largely by stablecoins, while its fully diluted valuation rose to $100 billion, lowering the SOL‑to‑TVL multiple from 14× to about 3×. Stablecoins account for 43% of the...
Compound Resumes Withdrawals From USDC, USDS Markets
The post explains how Compound lifted the emergency pause on USDC and USDS withdrawals after risk manager Gauntlet warned of a liquidity squeeze tied to Elixir’s deUSD token, while USDT remains paused pending a safety buffer. It details deUSD’s rapid...
Art Basel Unveils ‘Zero 10’ Digital Art Platform
Art Basel has introduced Zero 10, a curated digital‑art platform that will debut at its Miami fair and later expand globally, bringing together artists, studios, galleries and digital innovators under the fair’s curatorial framework. The initiative, led by former Proof and...
The Line in the Sand
PLUS: Trump: “US to be the Bitcoin Superpower”
Canada Unveils Stablecoin Regulation Framework in 2025 Budget
The post reports that Canada’s 2025 budget introduces a fiat‑backed stablecoin regulatory framework, mandating issuers to hold adequate reserves, set redemption policies, and implement robust data‑risk management systems. The government will allocate $10 million for the initiative starting in fiscal 2026‑27,...
Premium Investor Report #476
The post delivers a mid‑week market analysis, highlighting Bitcoin’s position above its 50‑week EMA and debating whether traditional 4‑year cycles still apply amid a shifting holder base. Lark Davis outlines macro headwinds—US government shutdown, repo liquidity strain, AI‑stock bubble concerns—and...
Gemini Seeks CFTC Approval to Launch Regulated Prediction Market
Gemini Space Station Inc. has filed with the U.S. CFTC to launch a federally regulated prediction‑market platform called Gemini Titan, aiming to run a designated contract market for event contracts and compete directly with rivals such as Kalshi and Polymarket,...
How To Use Hylo: Solana’s Dual-Token DeFi Protocol
Hylo is a Solana DeFi protocol that mints two complementary tokens—hyUSD, a yield‑bearing stablecoin, and xSOL, a leveraged SOL asset—from a single liquid‑staking token (LST) collateral pool, eliminating liquidations and external oracle reliance. Users deposit SOL, stablecoins, or supported LSTs...
Digital Asset Treasuries Accelerate Market Decline, Says Professor
Columbia Business School adjunct professor Omid Malekan argues that crypto treasury firms are exacerbating Bitcoin’s price decline by offloading assets and leveraging debt, turning what could be innovation into a mass extraction event. He points out the high costs of...
Investors Pull $797 Million From Bitcoin and Ether ETFs as Fear Rises
Institutional investors withdrew $797 million from U.S. spot Bitcoin and Ethereum ETFs, extending a five‑day outflow streak that now totals $1.9 billion as fear spikes to extreme levels (fear‑and‑greed index 21) amid a hawkish Fed and a U.S. government shutdown. The biggest...
Samourai Wallet Founders Could Serve 5 Years for $237 Million Laundering
U.S. prosecutors are seeking a five‑year prison term for Samourai Wallet founders Keonne Rodriguez and William Lonergan Hill after they pleaded guilty to running an unlicensed crypto‑mixing service that laundered at least $237 million from drug trafficking, darknet markets, hacks and...
Crypto Looks Wrecked: So Why Is DeFi Exploding?
Lark Davis notes that despite a bleak crypto market, decentralized finance (DeFi) activity is booming, with record DEX volumes driven by yield‑seeking traders and a shift toward on‑chain liquidity. He highlights key catalysts such as Ethereum Layer‑2 Linea’s token‑burn mechanism,...
Stream Finance Loses $93 Million as Stablecoin Crashes to $0.51
The article details how Stream Finance suffered a $93 million loss, prompting the platform to freeze deposits and withdrawals and causing its stablecoin, Staked Stream USD, to depeg to $0.51. The loss is linked to a $100 million exploit on Balancer and...
Ripple Hits $4B Investment Milestone With Palisade Deal
Ripple’s latest acquisition of custody firm Palisade pushes its 2025 investment total to roughly $4 billion, complementing earlier purchases of Hidden Road, Rail, and GTreasury. The deal expands Ripple’s institutional wallet and storage capabilities, offering a combined bank‑grade vault and lightweight...
Extreme Fear Returns to Market as Bitcoin Breaks $104k Support
The post reports that Bitcoin slipping below $104,000 triggered a plunge in the Crypto Fear & Greed Index to 27, the lowest level in seven months, signaling extreme market fear. Analysts link the drop to waning institutional demand, a recent...
Zcash Developer Reveals Q4 Roadmap
The post reports Electric Coin Co.'s Q4 2025 roadmap for Zcash, emphasizing new privacy and usability features such as ephemeral addresses for NEAR Intents swaps, automatic generation of fresh transparent addresses, Keystone hardware‑wallet resync, and Pay‑to‑Script‑Hash multisig support. It contextualizes...
Solana ETFs Draw $44 Million as Bitcoin Funds Bleed $191 Million
Investors shifted $44 million into Solana ETFs, marking a fourth consecutive day of inflows and bringing total assets above $502 million, while Bitcoin and Ethereum ETFs suffered massive outflows of $191.6 million and $98.2 million respectively. The rotation is driven by demand for staking...
Aster Jumps 30% After CZ Discloses $2.5 Million Holdings
Aster token surged 30% after Binance co‑founder CZ disclosed a personal $2.5 million holding, pushing the price from $0.91 to $1.22 and inflating 24‑hour trading volume to $2 billion. The announcement marked CZ’s first public token purchase beyond BNB and lifted the...
Stablecoin Volume on Ethereum Breaks $2.8 Trillion Record in October
In October, Ethereum’s stablecoin transaction volume surged to a record $2.82 trillion, a 45% jump from September, driven primarily by USDC and USDT as traders sought yield amid falling crypto prices. Analysts attribute the spike to liquidity management, yield‑farming activity, and...
