KelpDAO's decision to sue LayerZero is evidence of what some had alleged, and that's that LayerZero may have been complicit in the exploit. It's possible that the fundamental purpose of the KelpDAO exploit was to disrupt Aave's dominance in the crypto lending market.

The 10-year Treasury bond yield is breaking out. This may be related to the US's upcoming diesel export ban. Countries may retaliate by selling US bonds, but Scott Bessent has ~1 trillion ready to buy them out. Was this the plan all along?

The rally forecast for Gamestop $GME earlier this month appears to be playing out.

Gamestop $GME daily RSI looks identical to the days leading up to the melt up in May 2024, triggered by the return of Keith Gill AKA Roaring Kitty. Will history repeat?

The launch of Hunter Biden's LAPTOP memecoin on Base is likely to cause ethereum:native's price to rise later today as speculators will presumably need to buy ETH to buy LAPTOP. The same thing happened to SOL when the TRUMP memecoin launched; SOL rallied by over 60% in a matter of days. ETH's rally probably won't be as big, but still noteworthy.

Ask yourself: why publish this audit now? Is there something coming that would cause people to question Tether's solvency?

The SEC is expected to propose rules for issuing digital assets this Friday, following through on its promise to provide regulatory clarity if the CLARITY Act stalls. This could be bullish for the crypto market.

It's going to be a critical week for the DXY and the markets more broadly. If the DXY breaks below support, the markets will likely rally. If it bounces from support, the markets will likely crash. The deciding factor will either be the war in Iran (resolution = lower oil prices = lower USD demand = lower DXY) and/or the CPI for July (lower than expected inflation = lower expected interest rates = weaker USD).

Interesting timing. Logically, Backpack wouldn't list a tokenized stock if they didn't think it would experience inflows. In other words, listing tokenized $TTWO implicitly assumes that tomorrow's earnings will be bullish.

Securitize is acting as one of the tokenized money market fund's transfer agents and tokenization providers. $SECZ

Portfolio Update #3: Cutting Losses To Maximize Returns (Selling CRCL At A Loss And BLDP At Break Even To Pile Into GFUZ). Link In Bio

Very interesting choice. Looks like celo:native is worth watching...

This may be the most important crypto headline of 2026. Why? Because Justin Sun reportedly owns HTX. Justin is also believed to have billions of dollars in crypto backed loans, much of which likely involve Tron's TRX. In turn, Tron holds almost 50% of USDT in circulation. It stands to reason that one practical effect of sanctions on HTX by the UK and now the EU is that it becomes much harder for Justin to move money around, particularly between the 'traditional' financial system and crypto. This means that the next time there's a large liquidation event in crypto, Justin may not be able to move his money around in time (or at all) to manage the enormous crypto backed loans he supposedly has. That would put enormous pressure on cryptos like TRX. In turn, this would put enormous pressure on Tron, which could create issues for USDT. Any issues with USDT arising from pressures on Tron would quickly spill over into the broader crypto market. TLDR: after late August, the crypto market becomes a lot more vulnerable to exogenous shocks, assuming all of the above is true.

Despite upward pressure from the re-escalation in the Middle East, the US dollar still looks on track to fall in the coming weeks. This drop in the DXY would correspond to a rally higher in most assets.

While other tech companies rushed into the AI hype, Apple took its time, and is now being rewarded for it. What are the chances that we see the same thing happen at a systemic scale?

It's fascinating that @Noxa_Fi, the protocol that launched the Cashcat memecoin on Robinhood Chain, has gone dark. It's almost as if the entire Robinhood Chain ecosystem is about to shift its focus to tokenized RWAs. This is likely to benefit @TheIndexFi, which was featured in yesterday's Alpha article (and predicted the pivot away from memecoins to tokenized RWAs). Link in bio.

$SPCX is within a few dollars of its IPO price (135$) with a clear catalyst on the way (SpaceX flight this Thursday). Seems likely that a bottom is close and a recovery rally is next

Yet another headline that's extremely significant. Thailand previously did not require people depositing cash to prove the source of funds regardless of the amount. This requirement combined with the crackdown on USDT transactions suggests Thailand is serious about going after dark money flows and/or bringing them into the formal financial system. The Dark Money thesis will be explained soon...

Watch this company / stock closely...

The DXY looks like it’s itching to go lower. If it does, then it will likely be the final pullback in this 1+ year DXY accumulation, and the DXY would probably bottom around 99.5. This final drop in the DXY would correspond to a large rally in most assets that would last until mid-late August. Around that time, the DXY would start rising again, taking all assets lower into the midterm elections.