Cryptech Sam retweeted
I just downloaded this video, every Indian should and send it on WA groups, Instagram posts, anywhere you can.
Dosti ho to Adani Modi wali. Jai Veeru say bhi strong bond.
Cryptech Sam retweeted
Nobody knows the exact day. Historical cycles point to a mid-2026 bottom near $58k after the 2025 ATH. BTC sits around $80k now. Voices like Saylor call this the early phase of a new run, but it needs sustained moves above key resistance for confirmation. Macro factors decide the rest. Timing remains guesswork.
Cryptech Sam retweeted
What must be true before a tokenized asset can serve as collateral in central clearing?
@ESMAComms has opened a call for evidence on the potential use of tokenized collateral by EU central counterparties. It is examining the full collateral lifecycle: transfer, management, client protection, settlement finality, and whether an asset can be converted into liquidity if a clearing member defaults.
That last test matters. Faster movement is useful only if the legal claim, operational access and safeguards hold when markets are under stress.
This is a consultation, not an approval of tokenized collateral for clearing. It is a useful indication of where institutional adoption has to do the hard work: enforceable rights, reliable operations and compatibility with existing market infrastructure.
Cryptech Sam retweeted
Tokenized commodities such as gold, silver and copper are now a $5.5B market.
Why did almost 90% of the growth come from gold?
Silver, copper and others have the demand, but not yet what allocators check first: verifiable reserves and a reference price. Full analysis below.
Cryptech Sam retweeted
At Sitges Film Festival, our Enterprise Solutions Manager Celina Homps and CMO, @jordiesturi connected with producers exploring IP tokenization for cinema.
Film IP brings important questions about rights, participation and how a project is managed over time.
Conversations with the people creating and producing films help ground the technology in the structures they actually need.
A few moments from @sitgesfestival 📸
Cryptech Sam retweeted
When CJP was granted permission to protest, many were quick to float conspiracy theories that we were planted by the BJP.
Yesterday, the INDIA bloc held a massive protest, but there was no crackdown like the one we witnessed on October 10.
This is exactly how the govt plays us against each other. By treating different protests differently, they create suspicion and mistrust among people who are ultimately fighting for the same cause.
My only request to everyone is to see through these tactics. Today, they may allow one protest and crush another. Tomorrow, they could reverse the roles. The idea is to keep us doubting each other instead of questioning those in power.
Don’t let conspiracy theories divide us. Don’t fall into the trap of fighting among ourselves when we should be standing together.
The fight is against Gyanesh Kumar and those protecting him. Don’t lose sight of that.
Cryptech Sam retweeted
🚨#SOS: We are very concerned about the safety of our organisation members Balakrishna and Sudhir.
The Delhi Police had detained them today while they were peacefully protesting and their whereabouts are currently unknown. All our efforts to locate them have been in vain. Balakrishna’s brother is extremely worried about his life.
The @DelhiPolice is illegally keeping them in detention, incommunicado, and refusing to provide him a lawyer of his choice or let him contact his family members.
This is a clear-cut violation of the Supreme Court’s order today. Our lawyers shall move a contempt petition if their whereabouts are not disclosed immediately.
@Cockroachisback
Our National Spokesperson, Sudhir Sangwan, and Joint Secretary, Balakrishnan Shukla, were detained by @DelhiPolice this evening from Connaught Place and their whereabouts remain unknown.
Why are they being detained without any information being provided about their whereabouts? Delhi Police must clarify their status immediately, disclose where they are being held, and ensure that all due legal procedures are followed.
The police are responsible for upholding the law, not operating above it.
@Cockroachisback
Cryptech Sam retweeted
भाई असली रील तो तूने काटी थी वो भो 100 करोड़ की महंगी वाली।
Cryptech Sam retweeted
S&P is building ratings for onchain lending vaults. Deposits in those vaults went from $1.5B to $10B in 2 years and a rating needs vaults and curators that can be compared.
DIA's vaults map puts them side by side across 70+ chains:
diadata.org/map/defi-vaults-…
THE BLOCK: S&P Global Ratings has launched a new risk assessment framework for onchain lending vaults as deposits in the sector reach $10 billion, up from $1.5 billion two years ago.
The framework will assess credit, liquidity, curator, blockchain, protocol, security, and governance risks, with initial vault assessments to follow.
Cryptech Sam retweeted
$DIA × Vetro — Fair Value 🧵
A stablecoin priced off a thin liquidity pool can become a liquidation waiting to happen.
If the market price moves because of shallow liquidity, a lending protocol could end up valuing the asset incorrectly.
Vetro takes a different approach
Let’s dive in more 👇🏼
Cryptech Sam retweeted
The value of mapping the world changes when AI enters the picture.
At OVER, we’re currently working through opportunities with 6+ major companies and AI labs, with our first deal already closed with one of the 5 most valuable companies in the world.
A new market is emerging around the physical world, with $OVR at the center of that value flow, and those already building the infrastructure and data layer for it will be best positioned to lead it.
Ansem gets it.
$GRASS is just the biggest and currently most prominent example of this, but there are several old DePINs that have transformed into some of the most exciting data and AI businesses out there.
Working with frontier AI labs and leading big tech companies whose demand for data is practically infinite, and so is their budget.
I know it's hard to verify, since their revenue and sales pipelines are offchain. but all it takes is a bit of digging to realize how wildly mispriced projects like @silencioNetwork, @NATIXNetwork and @OVRtheReality really are.
Once you've checked which of these teams are actually aligned with their token (teaser: all of the above are), you just want to accumulate as much as you can while their FDVs are still ridiculously low like they are right now, then stay long as long as the AI bubble (or do we call it the SI bubble now?) hasn't burst yet.
It's not often the market hands you an opportunity this obvious and this asymmetric at the same time, and that's exactly why it's so rare.
Better make sure not to fumble it.
Cryptech Sam retweeted
“Interest Rates in the United States should be 1%, or less, because we are the Best Credit in the World — BY FAR”.
But Trump can’t control Chairman Walsh for raising rates.
The reality is most people are tired of Trumps lies. 🫡
Lucky for him he made billions of dollars in his second term.
#Trump
Cryptech Sam retweeted
Everyone is watching the RWA tokenization boom but I’m watching what makes it actually work.
Because putting real-world assets onchain is only half the equation coz those assets still need reliable, verifiable data to be priced, valued and used across DeFi.
That’s why $DIA has always been interesting to me.
DIA is building beyond simple price feeds, covering:
→ RWAs & tokenized assets
→ Stablecoins & vaults
→ Lending & derivatives
→ Fundamental data
→ Verifiable offchain information
And the important part? The infrastructure is already being integrated and used.
My thesis is simple:
More financial assets move onchain means more applications need reliable data and that means oracle infrastructure becomes increasingly important.
Adoption and execution still matter though but I’m watching the integrations, products and actual usage.
That’s why $DIA remains firmly on my radar.
Cryptech Sam retweeted
$BTC | Decision time?
We're sitting right on the trendline around 77K after getting rejected again from the major 82-83K resistance.
Lose this structure and I think we move through 75-76K pretty quickly. Below that, 72K is the next area I'm watching and then we're getting very close to that sub 70K demand zone I've been waiting for.
Macro is worth watching here too. ECB raised rates by 25bps today and the European yields pushed higher while US inflation data is keeping pressure on the Fed ahead of next week's meeting. Not exactly the best environment for risk assets if financial conditions keep tightening like that. 👀
That said, 77K hasn't broken yet. If BTC holds here and eventually closes above 82-83K, I'll have to reassess my bearish view.
For now I'm sticking to the plan. Still not stacking above 70K. Let's see what the market gives us, but for now I believe the odds are still in our favor. 🤝🏼
Cryptech Sam retweeted
What's the real value of Argentina's peso?
One rate at the bank, another on P2P exchanges, pulling many basis points apart under capital controls.
For the lending market to work, stablecoins have to be priced at real, executable exchange rates.
To cater to Latin America's increasing stablecoin usage and demand, @twinfinance_ issues 7 local-currency stablecoins: ARGt, BRAt, BOLt, MEXt, COLt, PERt, CHLt. @DAMM_Capital curates one-of-a-kind Morpho markets that lend against them.
DIA sources each price feed from venues such as Belo, then validates it against guardians, cross-checks against references such as Binance and Coinbase. All seven currencies get a real, executable price for DAMM's Morpho vaults.
