Eric

Binance hacked? For real?

I don't think every red day needs a thread about what to buy. Sometimes I learn more from someone saying "nothing looks good to me right now" than from another confident price target. CT could use a little more of that.

Robinhood's crypto trading revenue fell 55% from last year. Prediction markets brought in $173M this quarter. Crypto trading brought in $120M. I keep looking at that difference. Retail traders clearly have more things competing for their attention now.

Seeing a lot of posts saying Aster Stage 6 claims open today. I checked @Aster_DEX 's actual website. It says November 4, not October 28. 64M ASTER allocated, with the vested claim window running until December 4. Worth checking the source before connecting your wallet to anything.

CT can spend the whole morning explaining why price doesn't matter and the whole afternoon arguing over a 2% candle. I love this place.

Electrum users, please check your wallet version. Apparently a malicious server could swap your pending BTC payment. When you tried to increase the fee, you could end up signing a transaction that paid the attacker. Someone actually lost BTC this way. Fixed in version 4.8.3.

I'm curious how the economics of tiny AI agent jobs will work. The @termix_ai AACP whitepaper proposes a 2% protocol fee plus 3–4% for evaluation. On a $10 job, that's $0.50–$0.60 gone before compute and gas costs. At scale, those margins matter a lot more than how many agents register.

Private DeFi positions sound attractive until you ask how anyone measures the risk. @primus_labs uses FHE for encrypted transfers and yield on BNB Chain. I'm more interested in the harder question: can protocols verify solvency and enforce limits without exposing everyone's positions?

22 companies have now objected to having their shares traded on the new OKX/ICE tokenized-stock venue. Microsoft, Google and McDonald's are among them. The funny part is they only get 30 days to object. Stay silent and it's treated as no objection. Can't really blame their legal teams.

Sometimes I think the hardest part of crypto isn't finding good projects. It's watching everyone else apparently make money on something you completely ignored, and not doing something stupid because of it.

. @Uniswap can now route trades through liquidity on Curve, Fluid and PancakeSwap. The interesting part for UNI holders is that those trades can generate protocol fees that contribute to token burns. I want to see the actual routed volume, but this is a much better token value-capture story than another partnership announcement.

My crypto wallet used to be a place to keep coins now it wants me to trade markets, earn yield, use stablecoins and probably apply for a mortgage next week fair enough

XPL has around 227.78M tokens scheduled to unlock tomorrow, worth roughly $17M. 88.89M ecosystem 69.44M team 69.44M investors I'd be watching the team and investor wallets closely. An unlock isn't a sell order, but that's a decent amount of supply to keep an eye on.

Franklin Templeton just added around $150M in tokenized fund shares to XRP Ledger. That brings the total to nearly $200M. Pretty impressive, but all those tokens are sitting in one wallet. I like seeing RWAs grow. I'd also like to know how many actual investors are behind that wallet.

Crypto governance has reached the point where you can open the app and discover that everyone is debating whether the treasury should buy copper I genuinely love this industry :P

APR (aPriori/Capricorn) has a cliff unlock on the calendar today, but the trackers aren't even consistent about the total release. That's exactly why I don't trade unlocks off a single screenshot. I'd watch actual wallets and exchange deposits instead.

Cardano holders are being asked to fund a $5M copper reserve. 22M ADA from the treasury. Under the proposal's assumptions, copper needs to rise almost 50% just to break even if the full budget is spent. I like the idea of tokenizing real assets, but this is a pretty expensive way to bet on copper.

Tesla didn't sell any BTC in Q3. Still holding around 11,509 coins. The $288M Bitcoin gain in its earnings is unrealized, not cash from selling. I always find it strange how a company can report a big crypto gain without making a trade.

BTC ETFs took in $1.075B over the last 3 sessions. Yet BTC still slipped below $82k today. I like seeing those inflows, but someone is clearly selling into the demand. I'd feel a lot more confident if price started reflecting the buying.

I suspect the first genuinely useful agent marketplaces will be full of boring jobs. Data cleaning, contract tests, API monitoring, transaction analysis. Things where you can actually verify the output. That's what I'd watch with @termix_ai's AACP. The hard part isn't getting agents to accept payments. It's making sure the work is worth paying for.