bitcoin:native closed both July and August in the green. Since 2013, every time that happened, September ended red. And this September has another major risk; the CLARITY Act vote on September 15. If that gets delayed again, history could repeat itself with another red September.

Uniswap just launched Pools.trade on Robinhood Chain, and I think this is the first real threat to Pons’ dominance. Pools.trade removes the biggest friction for traders. No platform fee. Only a 0.25% @Uniswap V4 LP fee, with most of it automatically compounding back into permanently locked liquidity. @ponsdotfamily charges closer to 1%. That gives creators stronger revenue, but traders pay more on every transaction. This creates a clear trade-off. Pons offers better creator economics. Pools offers lower fees, deeper liquidity and far stronger distribution. Every Pools token can appear across the Uniswap web app, wallet, APIs and launch feed, alongside integrations such as GMGN, MetaMask, Bitget and OKX Wallet. That distribution advantage matters. Before the full interface launched, Pools contracts had already processed more than $150 million in cumulative volume. --- On August 5, it reportedly captured more than half of Robinhood Chain launchpad volume in some snapshots. The bigger issue for Pons is structural. Pons previously owned the token launch flow while relying on Uniswap as the liquidity layer. Now Uniswap is moving upstream. Create token → provide liquidity → distribute → trade. If launch volume moves to Pools, Pons earns fewer protocol fees. That means weaker $PONS buybacks, weaker burns and less demand for the token narrative. I do not think Pons is finished. Creators can still earn far more on Pons, and the platform has a community, token incentives and plans beyond memecoins. But lower fees usually attract traders, and traders attract liquidity. Pons now needs to prove that higher creator rewards can offset Uniswap’s scale. ---- Pools.trade probably wins trader flow. Pons survives only if it builds stronger creator tools and expands beyond being another memecoin launchpad.

Introducing Kaito Katalyst, a new reward layer for creator campaigns, where projects pay for what creators actually drive. This is the closest thing yet to the model many of you have been asking for, rebuilt with a better mechanism underneath and in line with platform rules. Built on Kaito's latest intelligence infrastructure, projects can attribute rewards using a flexible set of criteria, including mindshare, clicks, sign-ups, deposits, in-platform activity, and more. It is powered by our broader data agreement with X, our verification architecture with @Brevis_zk, and proprietary attribution infrastructure built in-house. We have spent the past two months piloting Kaito Katalyst with AI labs, consumer AI apps, smart hardware companies, and businesses across crypto and finance. Several are already in test mode, with some launching imminently. For TGE projects, we are also introducing a dedicated format with no service fee. Instead, projects put up a refundable deposit alongside the reward pool, so creators know the funds are committed before they post. Each campaign publishes its token allocation pool and vesting terms upfront, so creators know exactly what they are earning and when. 80% of each token pool goes to the creators who drove the results, while the remaining 20% goes to $KAITO stakers and YT-sKAITO holders on @pendle_fi. Long-term holders and Yapybara holders earn a multiplier for their commitment. This brings back the Stakedrop mechanism we have run since 2025, accruing significant value to the broader Kaito ecosystem - equivalent to a ~136% annualized return. The market structure may look different from the last cycle, though our biggest opportunities have always come from experimental breakout projects - the very teams this format is best suited for. It allows promising projects to get bootstrapped without an upfront cost, gives more creators access to real opportunities, and enables those backing Kaito to share the upside. The same structure can also extend beyond traditional token launches to tokenized equity projects willing to use tokens or equity to accelerate their growth. If this sounds relevant to your project, reach out to our team today. Much more on the way.

The next leg for Ethereum will likely come from real products and recurring demand rather than short-term speculation. Why ethereum:native stands to benefit: > @coinbase and @RobinhoodApp are building on Ethereum L2s because of its security, deep liquidity, and mature infrastructure. > L2s let businesses customize experiences, increase speed, and cut costs without launching new L1s. > Stablecoins and RWAs are creating real, recurring activity. > Tokenized assets and payments bring fresh capital from traditional finance into the Ethereum ecosystem. > As usage grows across L1 and L2s, demand for ETH as gas, staking collateral, and settlement asset increases. Real businesses building on Ethereum are quietly creating sustainable demand for ethereum:native.

July 8 Update: #Bitcoin ETFs: 1D NetFlow: +197 $BTC(+$12.21M)🟢 7D NetFlow: +1,244 $BTC(+$76.99M)🟢 #Ethereum ETFs: 1D NetFlow: +12,193 $ETH(+$21.19M)🟢 7D NetFlow: +52,319 $ETH(+$90.93M)🟢

ANSEM IS NOW UP $150M ON $ANSEM $ANSEM has passed a $250M market cap, with Ansem still holding 58% of the coin. He is now up $146M on $ANSEM. Will $ANSEM bring the trenches back?

almost at 100k $ANSEM holders, still 10x to go to hit 1M

Most airdrops reward activity. KindWorld rewards activity with real world impact. @kindworldlabs is building the first ImpactFi Super App on Solana where you can swap, earn revenue share, and stack Karmic Points for future rewards. Here's how to qualify for Season 1: - Follow their X - Join Discord - Make a swap of $6+ You can also compete for a share of the $1000 participant reward pool. Early users usually have the biggest advantage. Campaign links 👇 Layer3: tinyurl.com/2t9az9mw Galxe: tinyurl.com/3f94y5ja

The most anticipated tokens are set to launch in Q3 2026. Q3 is becoming one of the most active token launch seasons in recent years, with projects spanning various sectors such as L2, prediction markets, stablecoin infrastructure, DeFi, and perpetual DEXs. Here are some of the top projects worth noting: @base - A low-cost, developer-friendly Ethereum L2 platform incubated by Coinbase. @Polymarket - A decentralized marketplace for trading politics, events, and trending topics. @opensea - A multi-chain cryptocurrency asset aggregation and trading platform. @arc - An L1 platform designed for stablecoin payments and on-chain finance. @KASTxyz - A digital bank based on stablecoins, offering interest rates up to 10% APY on stablecoins. @variational_io - A perpetual decentralized exchange (DEX) built on the Arbitrum platform, using a transaction ledger (RFO) model instead of a traditional order book. @inkonchain - An L2 blockchain built on the Optimism Superchain from the Kraken exchange. @predictdotfun - A yield prediction market based on BNB. @alignedlayer - Ethereum infrastructure for fintech companies and organizations. @grvt_io - A self-governing, on-chain DEX that gives users complete control. @ConcreteXYZ - A DeFi infrastructure provider supporting yield generation and vault orchestration. @StandX_Official - A perpetual exchange (Perps DEX) on BNB and Solana backed by yield USD (BUSD). @extendedapp - Limited Order Book (CLOB) combined with off-chain order matching and risk management to increase speed. @pacifica_fi - Perpetual trading platform on Solana with a CEX-like experience and integrated AI tools.

The boring DeFi tokens are becoming the most interesting ones. There is not much noise anymore, but tokens like $UNI, $AAVE, $MORPHO, $LDO, $MKR/ $SKY and $CRV are quietly stacking real catalysts. $AAVE is not only riding the RWA narrative from Standard Chartered. It also has a strong foundation with around $75B in deposits, a reasonable $80B–$100B market opportunity with Grayscale, and potential upside from the CLARITY Act. Its leadership in handling the KelpDAO security issue also helped reinforce trust in the protocol. $UNI is no longer just an old DEX story. The fee switch went live on June 15, expansion proposals include BNB/Polygon/Celo, annual revenue is estimated around $26M–$27M, and the protocol is planning to spend 4M–5M UNI per year. Uniswap is starting to look more like financial infrastructure than a simple DeFi app. $LDO has an automatic buyback program starting in July 2026, an institutional staking roadmap with Fireblocks, stVaults phase 3 already live, GOOSE-3 targeting 1M ETH by year-end, and the Wisp security product waitlist now open. Slow progress, but worth watching. $MKR/ $SKY is going through a major restructuring. Endgame is over, MetaDAO has been created, the synthetic ETH token MATH was proposed, liquidity standards for Solana and Wormhole were announced, and $70M was allocated to the Sky Agent network. Sky is trying to expand from a stablecoin protocol into a broader financial ecosystem. $CRV is also showing signs of recovery. Llamalend v2 went live on Optimism on June 10, received 250,000 OP, plans to launch on Ethereum mainnet in the second half of 2026, integrated LlamaRisk auditing, and activated rewards on June 16. Curve is quietly rebuilding its lending narrative. But the name I am watching most closely is $MORPHO. Morpho raised $175M in the largest DeFi funding round ever, backed by Paradigm, a16z and Ribbit Capital, at around a $2B valuation. It also has access to institutional custody through Anchorage, a fixed-fee roadmap, and potential support from the CLARITY Act. The key point is that Morpho feels less like a traditional lending protocol and more like customizable credit infrastructure. In simple terms: DeFi is not dead. It is just becoming quieter, more serious, and more prepared for the next wave of institutional capital.

➥ @MemeCore_M (M) – 75% Correction in a Thin-Liquidity Environment. @MemeCore_M experienced a sharp ~75% drawdown, moving from ~$2.9 down to a low of $0.78 and erasing nearly $3B in market value. No exploit, hack, or major announcement triggered the move — the only real catalyst was the structural reality that had been visible for months. Key points worth noting: » Market cap fell from roughly $3.5B to under $1B, yet FDV remains elevated around $3.7B. » The entire move happened on just ~$20M in volume — a clear signal of how shallow real order books actually were. » On-chain data previously flagged by @zachxbt showed ~90% of supply concentrated with insiders and real liquidity below $100K on BSC. » Despite positioning as a “memecoin blockchain,” organic usage remained minimal. Most of the earlier growth came from launchpad activity and paid promotional campaigns rather than genuine adoption. » Prior to this correction, $M had run over 7,200% since July 2025. This is another textbook example of a multi-billion valuation built primarily on concentrated holdings, exchange listings, and limited free float — with very little underlying demand to absorb selling pressure. Events like this continue to highlight a consistent lesson across cycles: FDV only matters when there is real, sustainable liquidity and organic usage underneath it. Without those foundations, even the most impressive headline numbers can unwind quickly once selling begins.

2. Almost every day I have personal opinions, for example: - “Bitcoin will go up this week” - “Which team will win today?” - “Will the Federal Reserve (Fed) raise interest rates soon?” Previously, those opinions were just thoughts. But with yesorno.com, I found I could easily turn those predictions into action. With its extremely user-friendly design, just answer Yes or No to each question and you're done. No complicated operations or confusing charts needed. That simplicity is what makes me use it quite often.

$ARCADE officially launches on Ethereum today at 4 PM UTC. The team has already delivered a live game and bot before launch. CA: 0xcdB6f83225A4e1341ea1e52a8af06ED19546E9b6

A huge runner is coming, I can feel it. Ray is about to cook hard again.