In a filing this afternoon, Tudor Investment (Paul Tudor Jones) reported owning 688,529 shares of IBIT as of June 30, valued at $22.9 million. That's an increase from 579,083 shares reported for the previous quarter. Remember: No one knows inflation cycles and their historical patterns better than PTJ. Filing: sec.gov/edgar/search/#/dateR…

Why x402 and Micropayments are the Real Crypto-Native Play👊 1) Why is everyone so hyped about stablecoin projects? 2) I think if you look at Web2 + Web3, the one application/sector that doesn’t require deep technical understanding and has the lowest user barrier is—Payment. 3) Structural improvements or discovering new markets around payment are massive opportunities. 4) Let’s take Klarna, the Swedish BNPL company, as an example. Even though opinions about the company vary, BNPL as a fintech model has grown fast—threatening traditional card networks. (x.com/beaniemaxi/status/2006…) 5) If we say stablecoin projects are fundamentally improving global payment rails (like wire transfers) through blockchain, 6) then the truly crypto-native market opportunity, in my opinion, is Micropayments. 7) It’s essential not just for users, but for the upcoming AI Agent era. 8) Do you really think today’s LLM-based agents are the final form? Right now, onchain agents can only handle blockchain-native transactions, but— 9) Imagine this: you tell a robot to go buy bread. How will it pay? It’ll have a wallet built-in and use something like x402. 10) That’s why micropayments fit perfectly with x402. 11) Why now? Well, even today, some agents running in prediction markets already use x402 for payments. 12) If you’re bullish on Agent Economics → you’re bullish on Micropayments. 13) If you’re bullish on Prediction Markets → you’re bullish on Micropayments. 14) If you’re bullish on Robotics → you’re bullish on Micropayments. → The numbers are bound to go up. For now, we have narrowed our focus to a shortlist of meaningful candidates. However, our conviction remains exceptionally high for the sector as a whole. While the ultimate winner is yet to be determined, we believe this field holds High potential as the agentic economy continues to scale $VIRTUAL $KITE $UB $PAYAI $DEXTER $SANTA $DREAMS

China expert Victor Shih @vshih2 breaks down how the party-state works 00:00:00 – How the Politburo makes decisions 00:21:54 – Xi’s right hand man in charge of AGI/DeepSeek 00:46:22 – Local government debt crisis 00:50:47 – BYD, CATL, & financial repression 01:11:33 – Taiwan invasion probability 01:19:43 – Succession after Xi 01:25:57 – Future growth forecasts Up on YouTube, Spotify, Apple Podcasts, etc. Enjoy!

The @AlgoFoundation has launched a $300 Million fund to fuel the growth of the Algorand #DeFi ecosystem 🙌