1/ Unpacking pump.fun $PUMP ICO via fresh Dune data. Huge s/o to Adam for building it just hours after the ICO, delivering clear, immediate insights for all!

The Ethereum ecosystem is feeling positive and one of the main reasons is the launch of ETH Treasury Companies. $SBET is the biggest so far with 280k ETH, more than the Ethereum Foundation.

I’ve been saying institutions are coming for years. Turns out I was early...not wrong. Now they’re here. They’re buying $BTC. Building with stablecoins. Rethinking treasury strategy. We've got real momentum - this is the moment we’ve been waiting for. Galaxy is proud to be a

Crypto Treasury Companies saw $7.3b in volume today Volume leaders: - MSTR 40% - BMNR 29% - SBET 24%

ONCE AGAIN, I'VE BEEN SUMMONED 🚨Best $USDC Yields: July 2025🚨 (Bookmark for the vibes)

Skeptics in 2017: "Crypto is a scam." Institutions in 2025: "Crypto is the next big thing" Funny how things change.

x402 + Google just unlocked a new level for AI agents. Agents can actually pay each other now, with x402 powering the stablecoin rail inside Google’s new Agentic Payments Protocol (AP2). Really cool.

Interesting excerpt from the GS conference: Visa stablecoin settlement volumes now up to ~$1b run-rate, up 4x from earlier this year Direct stablecoin settlement lets Visa's partners bypass traditional bank/fiat rails for instant 24/7 settlement on the network. I.e. issuers

Tether has 99% profit-margin.

Very nice overview of the Aave V4 features. Interestingly, the Reinvestment Module wasn’t part of our original design a couple of years ago when we laid down the protocol architecture. It actually emerged later as an unexpected, but exciting, "last-minute" addition. The

Tesla Optimus learning Kung Fu

Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity

After accidentally becoming a large XPL community member it prompted me to dig deeper into "Neo Banks" (+ crypto financial products). I was today years old when I realized that Ripple is being referred to as a Neo Bank... it's trading at $183bn. That's 117x the current XPL

Power demand from AI data centers to quadruple in 10 years, per Bloomberg:

The largest liquidation event in crypto history. In the past 24 hours, 1,618,240 traders were liquidated, with a total liquidation amount of $19.13 billion. The actual total is likely much higher — #Binance only reports one liquidation order per second.

Here Comes Another Bubble (AI Edition)

CZ why you got to do me like this brother?

After more than two years of research, design, development and effort, the Aave V4 Testnet is live, and the Aave V4 codebase is available for everyone to explore. Let's dig in⬇️

November stats 🧗

1/ Polymarket weekly volume at ATH (~$1.3B) I wasn't satisfied with publicly available data so I made a @dune dashboard, here's a thread of some new charts I put together