Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Cardano hits its ETF eligibility date tomorrow CME launched regulated $ADA futures on February 9. The six-month seasoning period the SEC requires for streamlined spot ETF review closes August 9. Grayscale has a filing pending under the ticker GADA. If it activates on the 9th, the SEC gets 75...

72,155 görüntüleme • 18 gün önce •via X (Twitter)

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

A Goldman ETF guy at a sushi bar in Tokyo turned his menu over and drew six dots I was at a counter spot in Ebisu. Solo. Laptop open. Half-rendered Polymarket graph on screen between bites. He sat down one seat over. Ordered the same omakase. Didn't speak for ten minutes. Then he looked at my screen. "That a co-buy graph?" Yeah. "Prediction markets?" Polymarket. He flipped the paper menu over. Pulled a pen out of his jacket. Drew six dots in a hexagon. Connected them. "This is what we used to call a wolf pack on the ETF desk. Same trade. Six funds. Coordinated entry. One prime broker funding all of them. SEC banned it on equities. Nobody banned it onchain" I asked how he found out about Polymarket. "Client sent me a screenshot last month. Asked if it was real. I spent the weekend pulling the trade tape. It's worse than the ETF stuff. Wallets are public. You can literally watch the cluster light up before the move" He tapped the menu. "The trade is not the market. It's the lag between the cluster firing and the rest of the book pricing it in. Usually forty minutes. Sometimes two hours" 3,400 stars. Raw Polygon trade dump. He had it forked on his iPad. Every Polymarket trade since 2024 in one CSV. "The SEC has surveillance. Polymarket has a Discord. That's the only difference" Paid for both meals. Left. Flew home. "Build a co-buy graph at ninety seconds. Score self-funding, sync entry, mirror exit, price impact. Three of four above 0.5, fade them" System was live by Sunday. I named it WOLF DESK. Louvain communities at 90s windows 4-fingerprint filter on each cluster 3% max bankroll per fade Exit at 75c or hold to resolution Latency 18ms avg 86M trades scanned. 9 communities found. 7 left after the filter. 34 wallets running 40% of the volume. +$18,400 from $5,000 seed. 31 days. Sharpe 2.6. Drawdown $890. Runs on: Claude $20. Hetzner $5. py-clob-client free. $25/month. Copytrade setup here: Went back to that sushi spot two weeks later. Same counter. Different guy in his seat. Bartender remembered him. "He eats here every Tuesday. Paid your bill. Didn't want a receipt" The cluster still fires. Every Saturday. Nobody on the desk has noticed.

Lunar

26,800 görüntüleme • 3 ay önce

The world just paid $2 trillion for a rocket company that lost $4.9 billion last year. And the rockets are not why it lost the money. They are the only part making any. SpaceX went public Friday, the largest IPO in history. Up 19%, a $2 trillion valuation, Elon Musk the first trillionaire. Then you open the filing. Three businesses sit inside it. Starlink, the satellites, brought in $11.4 billion, 61% of all revenue, and $4.4 billion in profit. It is the only piece that earns a dollar. The rockets that land themselves run a small loss reinvesting in Starship. And the AI arm, Grok plus the app once called Twitter, folded in this February, lost $6.4 billion in a single year on $12.7 billion of spending. Read that again. The satellites pay for everything. The AI loses more than the satellites make. And the AI is the part the market fell in love with. It gets bolder. The prospectus claims a total market of $28.5 trillion, the largest any company has ever put in a filing. Larger than the GDP of the United States. That is the number underwriting a $2 trillion price tag built on a division bleeding $6 billion a year. Now the structure. About 4% of the company trades. That sliver sets the price for all of it. Musk is locked up for 366 days and holds roughly 80% of the votes. The public bought a company they cannot steer, priced on the one segment losing the most. This is the whole year in one ticker. The profit is satellites. The story is AI. The market bought the story. The rockets were never the risk. The risk is a $2 trillion price resting on the one bet that has yet to make a cent.

Shanaka Anslem Perera ⚡

722,020 görüntüleme • 2 ay önce

AVALANCHE HAS HAD A MASSIVE 2026 SO FAR Avalanche (Avalanche🔺) is having its best year of institutional traction since launch. Grayscale's Avalanche Staking ETF (GAVA) listed on Nasdaq with 0% fees in March, with VanEck and Bitwise launching their own AVAX staking ETFs alongside. AVAX One (NASDAQ: AVX) reported Q1 revenue of $2.4M, more than double the prior quarter, and signed an LOI for a 10MW Tier 3 AI/HPC site in Alberta. Enterprise pipelines moved in parallel. Japan's Progmat is migrating its $2 Billion+ tokenization platform from a private Corda network to a public Avalanche L1. Korea's largest credit card arm announced a stablecoin payment system on a dedicated Avalanche L1. Galaxy Digital settled a $75 Million tokenized CLO. Animoca Brands signed an ecosystem partnership, and FIFA continued issuing World Cup tickets onchain. The onchain numbers back the institutional story. The network closed 2025 with 75 active subnets, up 158% YoY, and Q4 hit 38.2M daily transactions with DeFi TVL growing 41.9% QoQ to 102.8M AVAX. Active addresses jumped 242% from January into early February 2026, reaching 1.6 to 1.7M. Avalanche led all chains in net inflows in early February at $135 Million. The Octane upgrade cut base C-Chain fees by roughly 99.6% in April 2025. Granite added dynamic block times and biometric signing in November for sub-2-second finality. Binary Holdings, a South Asia telco loyalty L1 on Avalanche, reports around 36M daily active addresses on its own. That is the scale Avalanche's enterprise-infrastructure thesis has been promising. Price is the disconnect. avalanche-2:native trades around $9 to $9.50, well off the October 2025 peak near $30. If institutional adoption converts to sustained fees and staking demand, AVAX has structural room to catch up.

BSCN

16,108 görüntüleme • 4 ay önce