JUST IN: 🇺🇸 SEC Commissioner Hester Peirce calls to end mass KYC data collection, warning it puts crypto holders at risk of phishing and physical attacks. Pierce says the current KYC/AML system creates massive databases of sensitive information that can be hacked, leaked, or exploited. She's pushing for zero-knowledge proofs (ZK proofs) that could verify users meet regulatory requirements without exposing their personal information.

This is actually an ad for Zcash if you are capable of reading and thinking.

The window is really closing. Delphi has been onfire recently, and they just did a piece on a 40m mc memecoin. If there was ever a narrative crypto could get behind that turns into GME 2.0. Its robinhood:0x98096d17e191b3da1d5f99a6d7b3584351b11e18. Once the momentum starts, VCs, dumb money and CT will continue to pile in. The trade is obvious, it hasn't taken form yet. Narrative will follow price. The snowball effect will go parabolic. The snowball hasn't started rolling yet. But time is running out.

BREAKING: The number of weekly spot DEX trades on Solana has officially surpassed the NYSE for the first time in history. This metric includes the number of individual onchain token swaps executed on decentralized exchanges built on Solana. In the week ending September 13th, Solana saw ~208 million spot DEX trades, compared to ~190 million on the NYSE. Meanwhile, the gap between the Nasdaq and Solana narrowed to ~47 million trades, the smallest gap on record. The growth has been largely catalyzed by Jupiter, the largest trading platform on Solana, which has processed over 80 million trades this month, up +38% month-over-month. To put this into perspective, Solana has now seen +185% growth in weekly spot DEX trade volumes compared to the lows seen in July. Crypto markets are on fire.

last cycle punished people for believing too much this cycle will punish people for not believing enough

ZEC is BTC but private, quantum resistant, and without Saylor and Dan Held.

Microscopic view of your brain cells learning for the first time that inflation is theft

During DeFi summer we farmed animal and food memes for 4k%+ APYs Now we farm tokenized stocks at 4k% APYs. Same onchain infra but fundamentally different market. True 0 to 1 innovation.

This is who you're trading against.

If BTC goes up a bit more you'll start seeing Saylor rebuy what he sold at the bottom Watch

In trading, trying to make money too fast is the main reason you won't make money at all

Si te perdiste el eclipse solar, así fue como se vio:

First they laugh at you, then they fight you, then they launch a stablecoin-backed card on you.

$IONQ $RGTI $QBTS $QUBT

The value of an asset = what the next guy thinks the guy after him will pay for it * discount rate. Has led to some crowding.

Craziest thing I've seen in a while: • Someone buys $4M worth of BONK • Then posts a DAO proposal asking to transfer $20M in BONK to themselves • Waits 7 days without anyone noticing • Then votes "yes" with their own BONK holdings, and the proposal passes • $20M is transferred to them And now the Bonk team has suddenly realized they lost $20M. This wasn't even a hack. The proposal passed because no $BONK holders checked the governance forum. Insane to see the current state of DAOs.

Stress in the US private credit market is intensifying: Investors requested a record -$15.6 billion in redemptions from private credit funds in Q2 2026. This marks the 3rd consecutive quarterly increase by a total of +$13 billion, or +500%. Furthermore, just 38% of these requests were met, down from 53% in Q1 2026, leaving $9.7 billion in unmet redemptions, the largest backlog on record. Blue Owl's flagship fund, Blue Owl Credit Income, was the most impacted at 19% of shares outstanding, with 14% unmet, the highest redemption rate among its large competitors. This was followed by Apollo, at 16% requested with 11% unmet, and Ares, at 14% requested with 9% unmet. Meanwhile, inflows into the private credit industry declined -75% since January to ~$500 million in May, the smallest monthly intake in at least 18 months. The private credit crisis shows no signs of slowing.

Wrt the token<>equity debate, theoretically even Hyperliquid is not perfect in terms of structure, because Jeff / the team are still free to "soft rug" the tokenholders and stop using 99% of the profit to buy back $HYPE, BUT so far they have proven that they were worthy of trust, and they have been treating the token as if it was equity. This sets the bar for what buyers now expect from the s-tier teams that launch tokens.

So Saylor basically admitted he will run a BTC hedge fund with the mandate to both buy or sell Given his track record its hard to imagine he will be able to buy low sell high

This is my quant