THE BLOCK ANALYST
Crypto analyst & early-market alpha hunter. web3 enthusiast
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ترجمة
Airbender can prove an average #Ethereum block on a single H100 when paired with #zkSync OS — ~17s pre-recursion, ~35s end-to-end.
Compared to #zkvm demos that rely on large GPU clusters, that’s a meaningfully smaller proving footprint. Direct comparisons still get messy due to different execution and storage assumptions.
#ETH $ETH
Compared to #zkvm demos that rely on large GPU clusters, that’s a meaningfully smaller proving footprint. Direct comparisons still get messy due to different execution and storage assumptions.
#ETH $ETH
ترجمة
🚨 Bitcoin Alert: Is the $63K Trap Set?
Bitcoin is at a critical crossroads. While some see a recovery, the charts tell a different story. We are tracking a major Bear Flag formation that could lead to a painful correction.
#BTC $BTC
Bitcoin is at a critical crossroads. While some see a recovery, the charts tell a different story. We are tracking a major Bear Flag formation that could lead to a painful correction.
#BTC $BTC
ترجمة
Institutional capital is quietly positioning for the next crypto cycle. HashKey Capital has secured 250 million USD in the first close of its new Fund IV, targeting a total of 500 million to invest in scalable blockchain infrastructure, public markets, and early-stage ventures. This move highlights a clear shift: long-term, regulated investors are accumulating exposure while retail focuses on short-term volatility. The next phase of adoption is already being funded behind the scenes.
#Web3 $BTC
#Web3 $BTC
ترجمة
Prediction Markets Are Becoming a New Financial Layer
Prediction markets aren’t bets anymore. Polymarket’s 160x volume surge shows they’re turning into real expectation-pricing infrastructure — a new layer for forecasting and decision-making.
Prediction markets aren’t bets anymore. Polymarket’s 160x volume surge shows they’re turning into real expectation-pricing infrastructure — a new layer for forecasting and decision-making.
ترجمة
Why Is AAVE Dumping? The Real Reason Behind the Aave DAO Crisis
AAVE isn’t dropping because the protocol is broken.
It’s dropping because of a governance clash inside Aave DAO.
A rushed vote to reclaim the Aave brand exposed internal power struggles, weak governance optics, and market fear.
This isn’t a technical failure.
It’s a maturity test as Aave shifts from DeFi experiment to financial infrastructure.
#AAVE $AAVE
AAVE isn’t dropping because the protocol is broken.
It’s dropping because of a governance clash inside Aave DAO.
A rushed vote to reclaim the Aave brand exposed internal power struggles, weak governance optics, and market fear.
This isn’t a technical failure.
It’s a maturity test as Aave shifts from DeFi experiment to financial infrastructure.
#AAVE $AAVE
ترجمة
A major institutional move just happened.
BitMine Immersion Technologies revealed it now holds over 4 million ETH, more than 3% of Ethereum’s total supply.
Its total crypto and cash holdings reached $13.2 billion, making it the largest corporate holder of ETH.
This isn’t passive holding.
BitMine aims to reach 5% of all ETH and is building its own staking and validation infrastructure.
The signal is clear:
Ethereum is no longer a debate.
Institutions are positioning for control, not speculation.
#ETH $ETH
BitMine Immersion Technologies revealed it now holds over 4 million ETH, more than 3% of Ethereum’s total supply.
Its total crypto and cash holdings reached $13.2 billion, making it the largest corporate holder of ETH.
This isn’t passive holding.
BitMine aims to reach 5% of all ETH and is building its own staking and validation infrastructure.
The signal is clear:
Ethereum is no longer a debate.
Institutions are positioning for control, not speculation.
#ETH $ETH
ترجمة
Ethereum still sets the baseline.
It leads in app TVL, stablecoins, tokenized funds and stocks, active lending, and protocol GDP, while sitting #2 in daily DEX and stablecoin transfer volume.
#ETH $ETH
It leads in app TVL, stablecoins, tokenized funds and stocks, active lending, and protocol GDP, while sitting #2 in daily DEX and stablecoin transfer volume.
#ETH $ETH
ترجمة
JPMorgan, the world’s biggest bank, is officially exploring direct crypto trading for institutional clients.
This marks a major shift from skepticism to active participation in digital assets like Bitcoin and Ethereum.
In this video, we break down what JPMorgan is planning, why this move matters, and what it signals for the future of crypto adoption by Wall Street.
When banks like JPMorgan move, markets don’t ignore it.
This is not retail hype — this is institutional positioning.
#BTC $BTC
This marks a major shift from skepticism to active participation in digital assets like Bitcoin and Ethereum.
In this video, we break down what JPMorgan is planning, why this move matters, and what it signals for the future of crypto adoption by Wall Street.
When banks like JPMorgan move, markets don’t ignore it.
This is not retail hype — this is institutional positioning.
#BTC $BTC
ترجمة
Aave DAO Proposes DAO Control Over Aave Brand Assets
> Aave DAO has introduced an ARFC proposing that $AAVE token holders formally reclaim ownership of core Aave brand assets, including domains, social accounts, and naming rights, on a on a DAO-controlled vehicle.
#AAVE $AAVE
> Aave DAO has introduced an ARFC proposing that $AAVE token holders formally reclaim ownership of core Aave brand assets, including domains, social accounts, and naming rights, on a on a DAO-controlled vehicle.
#AAVE $AAVE
ترجمة
Anthropic Introduces Bloom: An Open Source Tool for Automated Behavioral Evaluations
> Bloom takes a researcher-specified behavior and quantifies its frequency and severity across automatically generated scenarios.
#AI
> Bloom takes a researcher-specified behavior and quantifies its frequency and severity across automatically generated scenarios.
#AI
ترجمة
A lawsuit claims insiders used MEV and transaction priority to access memecoins before the public, while platforms were marketed as “fair launches.”
Retail traders allegedly entered after prices were already inflated, turning speculation into structured extraction.
This isn’t about memecoins being risky.
It’s about whether the market itself was engineered to favor speed, access, and insiders.
$SOL
#Solana #Memecoins #CryptoNews #DeFi #MEV #Blockchain #Web3
Retail traders allegedly entered after prices were already inflated, turning speculation into structured extraction.
This isn’t about memecoins being risky.
It’s about whether the market itself was engineered to favor speed, access, and insiders.
$SOL
#Solana #Memecoins #CryptoNews #DeFi #MEV #Blockchain #Web3
ترجمة
A Victim Has Lost $50M to Address Poisoning After Copy-Paste Mistake
> A victim accidentally sent ~$50M in USDT to a scammer who spoofed a look-alike wallet address after a test transfer.
⚠️ Double-check address before making transfer
⚠️ Don't copy addresses from your txn history
#StaySafe
> A victim accidentally sent ~$50M in USDT to a scammer who spoofed a look-alike wallet address after a test transfer.
⚠️ Double-check address before making transfer
⚠️ Don't copy addresses from your txn history
#StaySafe
ترجمة
A $1.5–2T annual U.S. deficit means the market has to digest trillions in fresh Treasuries every year.
Issuance has been front-loaded into T-bills since Yellen and that playbook hasn’t changed under Bessent — despite earlier objections. Structural, not political.
Issuance has been front-loaded into T-bills since Yellen and that playbook hasn’t changed under Bessent — despite earlier objections. Structural, not political.
ترجمة
Maple scaled with the RWA wave.
TVL went from $45M in 2024 to $2.8B today, and in the last two months alone, the protocol earned more than in almost the previous three years combined. Timing and execution matter.
#RWA
TVL went from $45M in 2024 to $2.8B today, and in the last two months alone, the protocol earned more than in almost the previous three years combined. Timing and execution matter.
#RWA
ترجمة
Aggregation has always been the money printer: own discovery and flow, not the supply.
Amazon, Meta, WeChat, Revolut — different eras, same trade-off: users gladly pay extra to remove friction. Crypto wallets and trading terminals pulling in millions in fees show the same rule applies on-chain.
Amazon, Meta, WeChat, Revolut — different eras, same trade-off: users gladly pay extra to remove friction. Crypto wallets and trading terminals pulling in millions in fees show the same rule applies on-chain.
ترجمة
Pendle is basically a stablecoin venue now: 80%+ of markets are stables, with USDe and sUSDE from Ethena leading at ~$1.2B TVL.
The dip on Sept 25 came from the USDe ETH market expiry — dominance snapped right back after. Yield tells capital where to sit.
The dip on Sept 25 came from the USDe ETH market expiry — dominance snapped right back after. Yield tells capital where to sit.
ترجمة
Prop AMMs didn’t make noise – they just ate Solana.
From basically zero in early 2024 to 30%+ of total volume by end-2025, liquidity dynamics quietly flipped. Big structural shift, still flying under most radars.
#solana $SOL
From basically zero in early 2024 to 30%+ of total volume by end-2025, liquidity dynamics quietly flipped. Big structural shift, still flying under most radars.
#solana $SOL
ترجمة
SoFi Launches SoFiUSD, a Fully Reserved U.S. Dollar Stablecoin Issued by SoFi Bank
> This position SoFi as a stablecoin infrastructure provider for other banks, fintechs, and enterprise platforms.
$BTC
> This position SoFi as a stablecoin infrastructure provider for other banks, fintechs, and enterprise platforms.
$BTC
ترجمة
SpaceX is preparing to go public after years of rejecting Wall Street.
This isn’t just an IPO story — it’s a signal that capital markets are changing.
In this analysis, I explain why SpaceX is moving toward an IPO, what changed internally, and how crypto markets are already reacting through tokenized stock exposure before traditional access exists.
Crypto doesn’t wait for filings. It prices narratives early.
#SpaceX
#SpaceXIPO
#CryptoMarkets
#TokenizedStocks
This isn’t just an IPO story — it’s a signal that capital markets are changing.
In this analysis, I explain why SpaceX is moving toward an IPO, what changed internally, and how crypto markets are already reacting through tokenized stock exposure before traditional access exists.
Crypto doesn’t wait for filings. It prices narratives early.
#SpaceX
#SpaceXIPO
#CryptoMarkets
#TokenizedStocks
ترجمة
Hyper Foundation Proposes Validator Vote to Treat Assistance Fund HYPE as Burned
> The Hyper Foundation is proposing a validator vote to formally recognize the Assistance Fund HYPE as burned, removing the tokens permanently from the circulating and total supply.
#hype $HYPE
> The Hyper Foundation is proposing a validator vote to formally recognize the Assistance Fund HYPE as burned, removing the tokens permanently from the circulating and total supply.
#hype $HYPE
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