Shenron1226

🚨THE MOST PROFITABLE NARRATIVE IN 2025
CoinGecko data shows RWAs led crypto markets in 2025 with 186% average gains, outperforming others.
Layer 1s (+80%) and Made in USA (+31%) followed, while Gaming (−75%) and DePIN (−77%) lagged YTD.

BREAKING: The US' goods trade deficit narrowed +$6.5 billion, or +11%, in September, to -$52.8 billion, the lowest since June 2020.
The value of US exports jumped +$8.4 billion, or +3%, to $289.3 billion, the 2nd-highest in history.
At the same time, imports increased +$1.9 billion, or +0.6%, to $342.1 billion.
Since March 2025, the goods trade deficit has improved by +$83.6 billion, or +61%.
Adjusted for inflation, the merchandise trade deficit narrowed to -$79 billion in September, the lowest in nearly 5 years.
The US trade deficit is shrinking.

Bitcoin vs. Silver vs. Gold since January 1st, 2015:
Silver: 405%
Gold: 283%
Bitcoin: 27,701%
Even ignoring the first 6 years of Bitcoin's existence for the crybabies who whine about the timeframe comparison...
...gold and silver drastically underperform the APEX ASSET.
BITCOIN IS INEVITABLE.

UPDATE: The Hyperliquid whale holding $744M in ETH, BTC, and SOL longs is now down over $53 MILLION in unrealized losses as the market pullbacks sharply.

Google now has a literal line item in their quarterly reports called "European Commission fines."
$10.5 BILLION as of September 30th.
The EU has become so heavily regulated that fines are a "normal" line item now.
What is happening in Europe?

🚨 BRIAN ARMSTRONG SAYS REOPENING THE GENIUS ACT IS A RED LINE
Coinbase CEO Brian Armstrong is pushing back against bank lobbying to reopen the GENIUS Act ; the 2025 law that created the first clear U.S. framework for blockchain-based payments and on-chain financial services. He says banks want to undo parts of it to slow blockchain adoption and protect their existing business model.
Armstrong argues this isn’t about safety : it’s about blocking competition ; and predicts banks will eventually switch sides once they see the profit in operating on blockchain rails instead of resisting them.

VISA SAID CRYPTO IS NORMAL NOW 👀
Visa’s own data shows crypto has crossed out of the niche category.
Nearly 1 in 3 shoppers would be excited to receive crypto as a gift. For Gen Z, it’s almost 1 in 2. That’s not speculation, that’s consumer behavior shifting in real time.
Even more telling, a growing share of consumers expect stablecoins to play a real role in payments over the next decade. Wallets, crypto rails, and digital money are becoming part of how people actually transact, not just invest.
When the world’s largest payments network frames crypto this way, it means the question is no l

WALL STREET FOUND ITS CRYPTO ON-RAMP IN RWAs
2025 was about Real-World Assets becoming Wall Street’s gateway to crypto.
Institutions aren’t just talking anymore -- they’re tokenizing real financial assets like Treasuries, muni bonds, and repos on blockchain rails. That’s not fringe. That’s structural.
The real shift 👇
🏦 RWAs are TradFi’s comfort zone
Tokenized Treasuries, repos, and funds feel familiar, regulated, and yield-bearing.
🔗 They connect TradFi to DeFi without culture shock
Institutions get efficiency and programmability without touching memecoins.

XRP & ADA NEED REAL-WORLD UTILITY
Mike Novogratz warns that XRP and ADA could fade if they fail to deliver real-world utility, as crypto shifts away from narrative-driven tokens toward assets with real value and business adoption.

14 of the top 25 U.S. banks are building Bitcoin products
Bitcoin isn’t being institutionalized
Institutions are being Bitcoinized

AI CRYPTO TOKENS PLUNGE 66% IN 2025, WIPING OUT $53B
AI crypto tokens have lost two-thirds of their value in 2025, reversing 2023–24 gains.
Top projects were hit hard: Render (−82%), The Graph (−82%), and Virtuals Protocol (−73%) YTD.

"Bitcoin has no intrinsic value. Gold does!"
Oh, does it now?
Let me blow your mind: 95% of gold sits in vaults doing absolutely nothing.
It's not powering electronics at scale. It's not being worn. It's just... sitting there. Because humans decided it's valuable.
That's not intrinsic value. That's monetary premium.
The exact same thing Bitcoin has. Except Bitcoin does it better:
• Harder to confiscate
• Easier to verify
• Impossible to counterfeit
• Infinitely divisible
• Moves at the speed of light across the planet
The "intrinsic value" argument is pure copium. If jewelry demand vanished to

CRYPTO SLUMP EXPOSES VC VALUATION GAP
Several VC-backed crypto projects are now trading at market caps far below their last private funding valuations, highlighting how bull-market pricing failed to hold up once liquidity tightened.

⚡ Solana treasury company Upexi is seeking to raise up to $1 billion to expand its SOL treasury, with the raise potentially covering common and preferred stock, debt securities, warrants and units issued over time.

🚨HOSKINSON: NIGHT WILL NOT REPLACE ADA
Charles Hoskinson says the idea of selling ADA for NIGHT misses the point. NIGHT powers Cardano’s Midnight privacy network, but it’s designed to extend ADA’s ecosystem, not replace it.

SUN'S $60,000,000 FROZEN $WLFI TRAP 🥶 📉
justinsuntron is currently sitting on one of the most brutal paper losses in crypto history—and he literally can’t do anything about it.
Here is how the $TRON founder’s massive World Liberty Financial (WLFI) position turned into a $74M locked vault:
1️⃣ The Freeze 🧊 In September, the Trump-linked project blacklisted a wallet holding 545M $WLFI tokens linked to Sun. The reason? A phishing incident and "suspicious activity." Result: Zero transfers. Zero exits. Zero hedging.
2️⃣ The Timing ⏱️ When the tokens were locked, $WLFI was riding high at $0.33.

🚨 NEW: OpenAI says ChatGPT Atlas is being hardened against prompt injection attacks using automated, reinforcement learning–based red teaming to stop exploits before they reach users.

Bitcoin is the only asset where:
The “risk” is math
The “CEO” is dead
The “board” is physics
The “marketing department” is monetary collapse
The “user acquisition funnel” is your grocery bill
The “regulatory moat” is entropy
The “customer support line” is personal responsibility
Every four years it just quietly tightens supply while governments panic-print themselves into psychosis.
Fiat needs constant belief.
Bitcoin just needs electricity and time.
That’s why every serious attack on Bitcoin eventually turns into a press conference, a lawsuit, or a tweet thread written by someone whose job de

⚡ Ethereum treasury company Bitmine has officially surpassed 4 million ETH in holdings following a fresh $40 million acquisition this week, with chairman Tom Lee calling it "a tremendous milestone."