Internet capital markets are bouncing hard after their crash, with DeFAI following closely behind.

This trend highlighted a few things:

Solana is still where the action is.

The trenches are a warzone, and more people are becoming aware or fed up with that reality.

It’s the perfect time for the HUD from HeyAnon to drop.

Which is a tool built to give users the intel and execution they need to have a fighting chance.

🫡 Powered by V3V Ventures

Arthur Hayes sees Bitcoin hitting $200K this year and $1M by 2028, says Ethereum will outperform Solana, and alt season starts above $110K.

🫡 Powered by V3V Ventures

Thoughts from CZ

🫡 Powered by V3V Ventures

SEC’s Hester Peirce: Most NFTs aren’t securities

SEC Commissioner Hester Peirce said many NFTs — including those with creator reward mechanisms — do not qualify as securities.
A rare moment of regulatory clarity in the NFT space.

🫡 Powered by V3V Ventures

Tether owns more US Treasuries than Germany — now aiming at South Korea.

With $111B in bonds, Tether becomes one of the largest foreign holders of US debt. Deutsche Bank confirms the leap.

🫡 Powered by V3V Ventures

Friendly reminder...

🫡 Powered by V3V Ventures

Solana unveils Alpenglow — a massive speed upgrade

Solana introduces the Alpenglow Protocol, a new consensus mechanism designed to cut transaction finality to 100–150 milliseconds — up to 100x faster than current speeds.

One step closer to real-time chain performance.

🫡 Powered by V3V Ventures

Do you agree?

🫡 Powered by V3V Ventures

Whale buys $2M worth of $JUP at $0.49

A trader just scooped up 4.04M $JUP for $2M in USDC, averaging $0.49 per token.

🫡 Powered by V3V Ventures

BounceBit launches 24% yield strategy using tokenized BlackRock bonds

BounceBit has unveiled a dual-yield strategy built on $BUIDL, BlackRock’s tokenized U.S. Treasuries via Securitize — marking the first real deployment of tokenized RWAs in active DeFi strategies.

• Uses $BUIDL as collateral instead of stablecoins
• Investors earn Treasury yield + trading income
• Bridges the funding-rate gap — key for Asian markets
• First test case: BTC basis + 3-month options = 24% APY

TradFi meets DeFi — and this time, with yield.

🫡 Powered by V3V Ventures

Ethereum co-founder Jeffrey Wilcke just transferred 105,737 ETH to Kraken — worth over $262 million.

The move has sparked speculation about an upcoming sell-off or internal Ethereum power play.

🫡 Powered by V3V Ventures

Cardano founder accused of misappropriating $600M in ADA

🫡 Powered by V3V Ventures

Manipulation continues

Eight new wallets have withdrawn 105,737 ETH from Kraken — exactly the same amount Jeffrey Wilcke deposited an hour earlier.

🫡 Powered by V3V Ventures

🚨 Alpha Alert: $AAVE is quietly becoming one of the strongest fundamental plays in the market:

• TVL just hit $30B — new ATH
• Over $1M/day in protocol fees
• $10B in outstanding loans
• Leading the stablecoin narrative ahead of the GENIUS Act vote
• Backed by real yield, institutional interest, and DeFi infra expansion

On the chart: strong reaction from the balanced price range.
If it gives a pullback toward the inefficiency near $200 — that’s the spot to watch.

New ATH doesn’t seem far.

🫡 Powered by V3V Ventures

Bitcoin down -3%

Altcoins :

🫡 Powered by V3V Ventures

Binance asks court to dismiss FTX’s $1.76B lawsuit

Binance has filed a motion in Delaware court to dismiss FTX’s $1.76 billion clawback suit, calling the claims "absurd" and outside the court’s jurisdiction.

FTX alleges Binance and CZ received $1.76B in crypto during a 2021 buyout using customer funds.
Binance says FTX is just looking for someone else to blame.

🫡 Powered by V3V Ventures

CoinMarketCap launches CMC AI for token insights

CZ just shared a screenshot of CMC AI — a new tool from CoinMarketCap.

It provides AI-generated analysis of technical, fundamental, and market factors behind a token’s price, answering key user questions in one place.
More context, less digging.

🫡 Powered by V3V Ventures

Ex-Securitize president joins Sei as strategic advisor

Jamie Finn, former president of Securitize, has been appointed strategic advisor to the Sei Foundation.

The goal is to tap his fintech and digital asset experience to help drive Sei’s growth — especially in real-world asset (RWA) tokenization.

🫡 Powered by V3V Ventures

$836M BTC long — meet James May Win or Not to Win

One trader is long 7,764 BTC ($836M) at $105,033. As of this morning — $21M in unrealized profit. But it could end fast.

Here’s what we know:

– Wallet linked to Alameda (likely OTC deal)
– Made ~$18M on early $PEPE, likely part of the team
– Longed 1.3M $TRUMP before dinner news, +$8–10M
– Longed $30M $PEPE before 50% pump, +$25M
– Holds 22.7% of BTC OI on Hyperliquid ($830M of $3.6B)
– Liquidation price at $100,125, funding paid: $1.32M

If fear hits the market (e.g. Middle East strike), a 7,700 BTC market sell on HL could drop price 3–8%.

Market makers will either pull bids or hedge by selling elsewhere — triggering a cascade. BTC could wick to $97K or $95K.

Hyperliquid’s vault now has limits — excess risk will go to market or ADL.

Shorts from $103–107K could be hit to cover the loss.

Twitter says James May Win is the Thanksgiving turkey.
And we know how that story ends.

🫡 Powered by V3V Ventures

James Wynn has started taking profits — slowly offloading chunks of his $BTC long around the $106K zone.

🫡 Powered by V3V Ventures