Cap is officially joining @EigenLayer as the first AVS to implement its redistribution feature This marks a huge milestone in restaking and yield. Let's break down what it means 🧵

MicroStrategy for X: The Treasury Playbook That’s Spreading Across Crypto We're seeing a clear trend in the market: companies are no longer just holding Bitcoin passively; they’re turning it into an active treasury strategy. It started with @strategy, which has raised over $37B

You expected this, but let's talk about $LOUD and what we've learned so far. IMO, the $LOUD launch is a mirror held up to CT, and the reflection is telling. Despite unprecedented hype, we saw $LOUD opening at a ~$13M FDV. Some who called it a “disappointment” says more about

ETH just got its MicroStrategy moment. SharpLink ($SBET), a fading Nasdaq-listed sports betting firm, just raised $425M in a PIPE to kickstart an Ethereum treasury, Joe Lubin (of Consensys/Ethereum) is now board chair. ParaFi, Electric Capital, Pantera, Galaxy all backed it.

We Caladan backed Nakamoto because this isn’t a bet on Bitcoin going up, it’s a bet on the institutional operating system being built around Bitcoin. Here are my three core reasons: First, the team is built different. David Bailey🇵🇷 $1.0mm/btc is the floor has been shaping Bitcoin narratives for a

We’re proud to announce that we’ve closed a $1.5M strategic round including Mirana Ventures, Caladan, zoĸu ventures(prev. Superfund), and a small number of other key partners. To welcome Omni’s next phase of growth on Arbitrum, we’ve now opened the referral program to all users. 1/

We backed Variational LVS because we believe they’re building the next generation of derivatives infrastructure, one where users win. Today, they announced a $1.5M strategic round with Caladan (us), Mirana Ventures, and zoĸu ventures, but what matters more

The Ethereum Foundation just published a real treasury framework for the first time ever. It’s not just about discipline, it's about direction. Gone are the ad hoc $ETH sales. In comes a reserve-first model: only spend 15% of treasury annually, always hold a 2.5-year fiat runway.

Wall Street mispriced crypto, again. Circle’s IPO posted a 200%+ intraday gain, raising $1B but leaving ~$1.8B on the table. The largest Day 1 jump for a $1B+ listing in 30+ years. Why? Stablecoins remain underappreciated despite clear traction. USDC processed $5.9T on-chain

Tether is now live on Kaia, the L1 powering @LINE_GLOBAL’s Mini Dapps. With native USDt integrated into LINE’s self-custodial wallet, ~196M users across Asia can now access stablecoins directly, no CEX, no bridge, no friction. And this is just the start. A KRW stablecoin

Restaking is no longer just a technical novelty; it’s a strategic capital allocation layer. Institutions are beginning to see it for what it really is: 1) A way to unlock yield premiums 2) A lever for composable financial infrastructure Let’s talk numbers 👇 > Total restaking

Look, this isn't rocket science. Stripe is executing a multi-year plan to become the infrastructure layer for global commerce, and crypto is no longer just a side bet. It’s central. They started with Bridge, $1.1B for stablecoin settlement rails. Now, they've quietly acquired

Morpho V2 is a major inflection point for onchain credit. Why? It opens a new category of programmable fixed income at institutional scale. Let's dive in 👇 The shift from protocol-determined lending to intent-based markets means interest rates are no longer artifacts of

Polymarket went live as X ’s official prediction market partner a few weeks ago, and it’s been such a watershed moment for crypto adoption and attention-native finance. For the first time, a decentralized protocol is being embedded directly into a global platform with 500M+

LPs, traders, and structured flow finally getting tracked and rewarded. Hyperdrive's Points S1 is live and it’s already rewarding actual productive onchain behavior (not just clicks or retweets). If you're active, you’re earning. The DeFi points flywheel continues 🔥