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Ripple controls roughly 40% of all $XRP coins. It sells some of that XRP into the market. And it has used proceeds to fund buybacks of its own stock. The token gets converted into value for shareholders. Not the other way around.

Is $XRP more like a gift card or like buying a share in Ripple? Since 2025, Ripple's valuation has tripled. It could soon make a $1B in yearly revenue. Since its peak in July 2025, $XRP is still down ~60%. Ripple's income benefits shareholders. Not $XRP holders.

Think of a new, amazing restaurant. You're sure it's going to be huge. So you buy $10k in gift cards. 5 years later, you're right. The owner opened 4 new locations. Your gift cards remain the same value. The owner made a killing. Most crypto tokens are like gift cards.

$NEAR has matured. Supply is fully unlocked, inflation is capped at 2.5%, and growing protocol revenue feeds NEAR buybacks. It has raised $640M across nine rounds, saw 700k+ unique users on NEAR Intents in August, and just published a post-quantum security roadmap.

AI narratives are catching a strong bid as well. NEAR Protocol is up ~80% this week. near:native is a versatile play. It started as an L1 and has since spread into privacy, interoperability and DeFi. The focus now is squarely on AI, helped by the fact that a NEAR co-founder was a 2017 co-author of the Transformer paper.

Bullish developments for $AVAX: - The NYSE spent a full year testing Avalanche for its future tokenized-securities platform. No chain has been finalized, but the relationship runs deep. - $AAVE is preparing to launch a specialized RWA lending market on Avalanche as it positions the lending platform for the tokenization wave. - New York Life Investment Management ($807B AUM) is bringing its first tokenized fund to Avalanche. - Bloxtel is bringing its 5G infrastructure on-chain with Avalanche. - Hyundai laid out next steps after its successful proof-of-concept payments on Avalanche earlier this year. - Janus Henderson, a $500B global asset manager, became a validator on the network.

Tokenization is the trade right now. $AVAX is up 45% on the week and sits right at the center of it. A stack of good news stood out during Avalanche Summit NYC, which just concluded a few days ago.

Liquidity vs. The Bond Market: Which one is right about Bitcoin? Weiss analyst Juan Villaverde breaks down why these two major signals are currently in conflict and what it means for the next move. Watch the full scoop: piped.video/watch?v=jxGQaozS…

Both $ETH and $SOL are holding up better than Bitcoin on a technical basis right now. We expect both to outperform Bitcoin on the way up in the next phase of the cycle.

The bear-market bottom is behind us. But despite this week’s spike above $80,000 for Bitcoin, we're not yet in the confirmed bullish phase of this cycle.

We're watching for roughly a 15% pullback from the recent high. That would put support in the neighborhood of $70,000. We do not expect a return to $60,000.

With 48 hours of CLARITY failing we have seen: - A Bitcoin Reserve bill that cleared committee, - A crypto tax bill that cleared a separate committee, - An SEC exemption for tokenized stocks, and - A CFTC exemption for crypto software providers.

Without CLARITY, the buildout didn’t stop. BlackRock and Franklin Templeton didn’t need Congress for tokenization. The SEC already opened that door. Wallets and apps didn’t need Congress for a path into regulated derivatives. The CFTC just did that.

Disappointed about CLARITY? You shouldn’t be. The last-minute text was worse than the compromise: - Developer safe harbor was watered down. - Treasury got an 18-month “circuit breaker” to restrict stablecoin rewards after deposit flight. - That’s a regulatory veto designed to protect bank deposits, not market structure.

And the response is already moving beyond theory. BIP 360 aims to reduce long-term public-key exposure. Blockstream has successfully tested post-quantum signatures on Liquid. Bitcoin isn’t quantum-resistant yet. But developers aren’t waiting for “Q-Day” to start building.

Quantum computers wouldn’t “break Bitcoin” or alter its 21 million supply. The real threat is narrower: Shor’s algorithm could theoretically derive private keys from exposed public keys, allowing an attacker to produce valid signatures. Serious problem. But a solvable one.

CLARITY was the first of three major decisions that could trigger volatility. The second is today's Bitcoin Reserve bill markup in the U.S. House of Representatives. The third could happen just hours later: the potential first interest-rate hike of this cycle by the FOMC.

The fundamental story for blockstack:native is getting stronger. Stacks lets Bitcoin holders earn rewards in BTC while keeping their Bitcoin locked on the Bitcoin network. And the first institutions — Grayscale, Circle, BitGo, among others — are already using this system.

BTC mining won't stop. Hash rate may drop for a while, then the mining difficulty adjusts lower, and it becomes more profitable for the miners that stay. The trend is shifting more mining to lower-cost operators with cheaper power and better machines.