Logan Update Adds Cardano Monitoring, Custom Integration Offered
I'm going to update Logan- the exit liquidity lobster- to be aware of Cardano projects. If you want me to build a custom integration, then reply here with a link to your documentation, and you'll get integrated in the next release: "From Shell With Love"
Ex-PayPal Exec Breaks Silence, Warns of Ongoing Decline
I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe, who gave...
Coinbase Quietly Removes Kontigo After $20M Funding
Coinbase, which led Kontigo’s $20m funding round announced less than two months ago, appears to have quietly scrubbed the company from its website:
Aave Drives Stablecoin Adoption and Growth
A strong case study highlighting Aave’s role as a key growth driver for stablecoins. The Aave effect.

Ripple's $280M XRPL Move Amid Bitcoin Dip, Ethereum Refocuses
BITCOIN IS DUMPING BUT… Ripple makes $280M move on XRPL RWA Ethereum will focus on L1 ONLY 2/3/2026 #xrp #crypto #ethereum #bitcoin #finance
User Spending Decides Platform Dominance over Competitors
Real users vote with their money. (Coingecko is sort of a "competitor" to one of our portfolio companies, Coinmarketcap. This is their report, unsolicited.)
HYPE Emerges as FalconX Clients' Preferred Safe‑Haven Asset
"HYPE has become one of the most traded assets among the FalconX client base" @joshua_j_lim "It's almost seen as a safe haven." https://t.co/d1Catj0zFh
Aave Consolidates Team, Drops Family Wallet for Mass DeFi
We are winding down the Family iOS wallet. Family Accounts will continue to power the Aave App as part of Aave’s infrastructure, helping bring millions of users into DeFi. In 2023, we partnered with the Family team because they were the...
DATs Out of Dry Powder as mNAVs Dip Below 1
"DATs have no more dry powder. Because mNAVs are below 1, they can't sell equity to buy more tokens." https://t.co/d1Catj17uP
Bitcoin Dips Below $74K, Lowest Since Trump Win
Bitcoin just fell below $74,000 📉 That’s its lowest level since President Trump’s 2024 election victory. NOW: @joshua_j_lim (FalconX) on what’s driving the selloff and what to watch next 🔴 https://t.co/d1Catj0zFh
Bitcoin Nearing 2021 All‑Time High Again
#BTC Can you believe Bitcoin is almost at the old All Time Highs from the 2021 cycle? $BTC #Crypto #Bitcoin
Bitcoin Enters Bearish Acceleration Phase
#BTC Bitcoin is transitioning into the Bearish Acceleration phase of the cycle $BTC #Crypto #Bitcoin
Bitcoin: Neutral Public Utility, Humanity’s Anti‑Corruption Solution
Bitcoin is a neutral, open-source public utility. Like fire, water, or the internet. It is not a person. It is not an institution. It has no secrets. Corrupt people do not get to rob humanity of our chance to fix the mess...
Crypto Roundup: Market Dip, Policy Moves, Major Projects
Crypto things you might have missed: -Bitcoin bear market hits hard -Trump to sign crypto bill soon -$280M+ RWA tokenization on XRPL -@vechainofficial VeWorld 'Super App' -Vitalik says L2s no longer make sense -Elon to put a dogecoin on the moon -Government shutdown OVER?
Crypto Hoarding Strategy Cracks as Bitcoin Slides
The crypto hoarding playbook is starting to crack. Bitcoin below $76k has turned once celebrated treasury strategies into massive paper losses, with investors now fearing forced selling. What was pitched as conviction is beginning to look like leverage dressed up as belief....

Stripe's Stablecoin Gambit Risks a Heavy Hangover
This quote from The Information's latest story on Stripe's stablecoin infra subsidiary Bridge is interesting. Seems like Stripe drank the kool-aid. Now the question is, how bad will the hangover be? https://t.co/J2DnaC7z02
AI Bots Hype Memecoin, Surge to $93M, Then Crash
AI bots posting to other AI bots… and a memecoin launches 🤖🪙 Moltbook went viral. MOLT hit ~$93M. Then it crashed. https://t.co/d1Catj0zFh
Third‑party Users Linked to Kontigo Wallets Face Account Closures
Looks like some users of third-party platforms who have interacted w/Kontigo wallets are having their accounts shut down:
2026 Marks Global Economy’s Shift to Tokenization
Everyone in the finance media is watching Ondo Summit from @OndoFinance today, Bloomberg, FT, WSJ, Reuters, CoinDesk & more. Last year: 500K+ livestream views. This year is bigger. 2026 belongs to Tokenization We aren't just trading tokens anymore. We are tokenizing the entire...

Bitcoin's Macro Triangle Cracks, Bearish Acceleration Looms
We talk about the breakdown in Bitcoin’s Macro Triangle and discuss Bearish Acceleration. 🚀Follow @rektcapital for more level-headed insights on Bitcoin

Crypto Winter Since 2025 Nears Its End, Says CIO
BIG: 🚨 Bitwise CIO Matt Hougan says crypto has been in a full-blown winter since early 2025, masked by institutional flows, but the worst is likely nearing an end. Source: Matt Hougan https://t.co/9xE7qp0jAb
Tom Lee Discusses Macro, Regulation, On‑Chain Finance Evolution
Looking forward to a great conversation with @fundstrat (Tom Lee) today at Ondo Summit at 10:40am EST. We'll discuss the macro environment, regulation, and the evolution of onchain finance.
Trade Only Coins With $100K+ Minute Volume
Trading Alpha The $100K Rule Only trade coins with at least $100,000 average VolUSD per 1-minute candle on Binance. Open tradingview. Click on indicators. Search "VolUSD" by niceboomer. Set MA length to 60. Why $100K? - Sufficient order book depth for clean execution - Enough participants...
Liquidity and ISM Drive Long-Term Crypto Strength
No, the ISM is not everything and it doesn't mean up only yet necessarily, but it IS a necessary condition for strong crypto prices over time (as is liquidity). Liquidity will rise faster soon too, which creates reflexivity. Economy gud, crypto...
Industry Still Stumped by 10/10, Retail Return Uncertain
If the industry hasn't even figured out what happened on 10/10, how do you convince retail to come back? https://t.co/AraSv0WtYZ
DATs Face Consolidation as Activists Target Low‑NAV Trades
"There's potential for consolidation in DATs. We'll continue to see more shareholder activism as DATs trade below NAV." @cosmojiang_ from @PanteraCapital https://t.co/AraSv0WtYZ
Patience Pays: Hold When You Believe
"If you have long-term conviction in an asset, sometimes your answer is... JUST WAIT" - @austincampbell #Bitcoin https://t.co/AraSv0VW9r
New DATs Underwater: Are We Overreacting?
"Yeah, some DATs are underwater. But these are NEW instruments, less than 1 year old" says @perkinscr97 So are we overreacting? https://t.co/AraSv0WtYZ
Tokenization Enables 24/7 Trading Beyond Limited Market Hours
Did you know the regular US stock market is only open ~19% of the time. (9:30am to 4pm, Monday through Friday)! Even with extended hours it's only open ~48% of the time. Seems kind of crazy. Tokenization will bring 24/7 markets.
Liquidity Drives Capital Shift From CME to Hyperliquid
"Money will go to where liquidity is 24/7. The funds will move away from CME to the likes of Hyperliquid." - @austincampbell https://t.co/AraSv0VW9r
Protocol Rigidity May Cost Bitcoin More than Safety
I get why Bitcoin maxis are opposed to tampering with the protocol: it feels reliable and safe. But @tayvano_ warns it may come at a steep cost 👇 https://t.co/11rTyCfy6s
Pantera Panel Analyzes Metals Crash and Bitcoin Bottom
Gold and silver plunged. Bitcoin hit new lows. On @bitsandbips, @austincampbell, @perkinscr97, and @cosmojiang_ from @PanteraCapital debate what broke, what was forced, and what might stabilize next. Tune in live at 4:30 pm ET! https://t.co/xDV34ukmUa

Crypto and Metals Plunge Amid Warsh Fed Chair Nomination
Very important and information-packed News Block covering the price crash in #Bitcoin , #gold , #silver and the nomination of Kevin Warsh for Fed Chair: https://lnkd.in/g9aPwtF2
Uniswap Adds CCA Auction Support, Rainbow Leads Rollout
We just added support for Uniswap CCA auctions to the @Uniswap web app Excited to have @rainbowdotme as the first CCA adopter in our UI 🌈🦄 Currently in pre-bid for the next 24hrs, then a 2 day auction Tons more coming for...

Rise in >1k BTC Holders: TradFi vs Whales
INTERESTING DATA from @glassnode👇. I wonder how many entities that now own >1k #bitcoin (big increase since late 2025) are #tradfi institutions, vs bitcoin whales buying the dip... https://t.co/atKzmpNroK
Bitcoin Remains Trustless Solution Amid Endless Crypto Crises
I've seen far worse moments in Bitcoin's history. The collapse of Mt.Gox and FTX, Bcash civil war, China FUD, mining deal spiral FUD, other crypto assets attacking Bitcoin's narrative, etc. But I still believe. I still believe that Bitcoin is the...

Warsh’s Fed Nomination Backed by Andreessen and Crypto Bank
Fed chair nominee Warsh has the seal of approval from a16z's Marc Andreessen & cofounder/CEO of Anchorage Digital, the crypto bank where Warsh has served as an advisor "since the very beginning" -- https://t.co/pnDnonrw2N

Inky App Delivers Fast On‑Chain Trading with Streak Rewards
Check out @useinky's onchain trading app by Kraken Swipe to buy, build streaks, and nail price predictions Loving the fast, fun vibes, and real wins Thanks to Inky for partnering Invite code: crytpowendyo https://t.co/pEZlSeeMgx Who's in? #InkyApp https://t.co/ViTzfwXNsB
KGST Booster Offers Up to 10% APR on Flexible Products
KGST Booster Program: Enjoy Up to 10% APR with KGST Flexible Products (2026-02-03) | Binance announcement https://t.co/4MR7VAVGxE
WSJ Validates My Kontigo App Investigation
WSJ confirms my reporting from Jan 11th on Y Combinator- and Coinbase-backed @kontigo_app Get the full story at Fintech Biz Weekly / support independent journalism with a paid subscription:

Bitcoin Retraces 40% After Strong Trendline Rejection
#BTC Bitcoin has now retraced -40% since rejecting at the Logarithmic trendline resistance (red) A very clear strengthening in rejection power at the trendline resistance (red) $BTC #Crypto #Bitcoin https://t.co/oedoIIt2Xp
Retail Shifts From Stagnant Bitcoin to Gold, Perps, Prediction Markets
Bitcoin is stuck in the mud, but retail isn’t going to stop trading. It’s going to rotate. Gold. Perps. Prediction markets. On this episode of @Bitsandbips, @steven_ehrlich and @EvgenyGaevoy discuss where the action is going next: 👇 Timestamps: 😈 00:40 – “If you’ve ever traded...

Boosted Security with HSM and Docker on WSL
After all the hacks, I massively improved the operational and environmental security of Logan the exit liquidity lobster to include an HSM key management system and a two container docker system running on WSL https://t.co/UX8XmZJQfo https://t.co/L4icr9zsqJ
Realtime Proofs Enable Atomic Cross‑Rollup Composability
Just posted a new proposal on EthResearch about synchronous composability between rollups via realtime proving. The idea explores how based rollups with realtime validity proofs could enable atomic L1↔L2 and L2↔L2 interactions in a single transaction, bringing back true cross-rollup composability. Comments...

Think Decades, Not Days: Bitcoin Corrections Are Buying Opportunities
Most people panic when they see red candles in their portfolio. But ask someone who's been holding Bitcoin for 5-10 years they will tell you something different. The mindset shift that separates successful long-term investors from panic sellers comes down...
Blockchain Can Secure Government Spending and Save California
Put all givernment spending on the public blockchain Put all voting on the blockchain California is worth saving
Focus on Open‑Source Distribution, Drop Unnecessary In‑House Development
I think @virtuals_io needs to change its entire ethos 1. Capitalize on everything opensource (this shit is already largely popular and you ride that hype… see @openclaw) 2. Zero in-house development of anything that is not related to distribution… and maybe the...

Bitcoin Breaches $68k EMA 200, Signals Potential Shift
EMA 200 support on the weekly is $68,000 #Bitcoin fell below EMA 200 weekly support 06/2022 to 03/2023 during the crypto contagion Things may get very interesting soon. https://t.co/youc8DkiUp
X402 Lacks Real-Time Pay‑As‑You‑Go for LLMs
x402 experts: we're examining integration of this into venice. From our research, x402 doesn't support any billing mechanism where we don't know the charge amount upfront. So for LLMs (where we don't know the fee until the end), the...

Bitcoin Endures Fourth Consecutive Monthly Loss, Worst Since 2014
BTC closes 4 straight months in the red 😢 The last time it felt this bad was in 2014 and 2018. https://t.co/h50YDEZrzA