Crypto + Macro Stuff I'm Looking At Today ... - $QQQ still over $700 but things looking a bit dicey around bonds/dollar/etc so could see it dipping in next couple days - 10 Year Treasury up to 4.59% - Japanese and UK bonds both having trouble (as always), and lots of attention on China/Yuan reference rate/etc - Oil at $102.5 - Altman and OpenAI win in Musk lawsuit case, Musk filing appeal - $ZEC and $HYPE and $VVV seem to be top three darling tickers on CT right now - Hyperliquid eco still growing like crazy, seeing tradehotstuff all over the TL lately, + tons of new projects launching - Nvidia earnings report coming on Wednesday - Continued excitement around a prospective Polymarket airdrop - Solstice TGE coming up in a few days - xStocksFi continues to be extremely popular, getting lots of attention vis a vis tokenized stocks narrative, Mantle eco, and their points program amongst airdrop enthusiasts - Re: the above, the SEC is also about to release its "innovation exemption" for tokenized stocks, which is catalyzing much optimistic rhetoric on the TL - Injective is also jumping on the tokenized stocks and etc bandwagon, announcing they will be launching them soon too - Interesting stat that Singapore is the #1 per capita user of Claude worldwide - Hypurrfi to wind down and have functions absorbed by Euler apparently - Major Bitcoin vending machine co goes bankrupt... seems to me this was inevitable though, as I really don't know what purpose they ever would have served beyond a novel onboarding mechanism for a few years back in the day - Lots of talk about Leopold Aschenbrenner but is mostly really bad takes that misunderstand the 13F or the context around it - fejau_inc had the best explanation if you're curious - SpaceX is latest utterly massive prospective IPO to get lots of attention - Top 10 perps dex's by OI are currently Hyperliquid, Aster, edgeX, Lighter, Variational, Grvt, Extended, GMTrade, Boros, and ApeX Protocol (per the legends at DefiLlama) - List of top 25 revenue producers for last month contains 2 wallets (Phantom and MetaMask), 2 TCG platforms, 3 perps dex's, and 4 regular dex's interestingly (h/t my buddy @Flowslikeosmo! Make sure to give him a follow!) Conclusion That is everything lads! Let's keep getting after it! I know it doesn't feel like it now but one day we shall celebrate the $BTC 200k party and you will want to be jacked and tan for it 💪🌞 PS Doing an experiment posting this late at night (here in pirate-land timezone that is) so everyone can read it as they wake up - let me know if that is helpful or if you'd prefer reading it at noon EST or etc right as all the day's news is unfolding :)