Shenron1226

JUMP TRADING TO STAKE IN PREDICTION MARKETS
Jump Trading will receive equity stakes in Kalshi and Polymarket in exchange for providing liquidity.
Jump’s Kalshi stake is fixed, while its Polymarket stake scales up over time based on how much trading capacity it brings to U.S. markets.

Silver inventories on the Shanghai Futures Exchange are collapsing:
Shanghai's Silver available for delivery is down to just 350 tonnes, the lowest since 2015.
This marks a -88% decline from the ~3,000 tonne peak seen in January 2021.
This tightness has been exacerbated by heavy silver exports from China to London in 2025, which alleviated the global physical squeeze but depleted local stocks even further.
The physical silver market has rarely been this tight.

Alphabet is on a borrowing spree as it seeks to finance the unprecedented spending plan behind its AI ambitions.
The Google parent raised $20 billion in its biggest ever US dollar bond sale on Monday, and has plans to debut deals in Switzerland and the UK – including a rare sale of 100-year bonds

The charts are definitely screaming rotation, but the macro reality is keeping a lid on the explosion for now.
BTC Dominance (BTC.D) is sitting at 57.0%, right at that "Point 2" inflection zone in the chat . Technically, it looks like a textbook lower high below the 65% resistance trendline. Historically, this is where the baton passes to alts, but this cycle has a few extra hurdles.
1. The Liquidity Problem
The "altcoins underperformed" this post is spot on. We're currently in a contracting liquidity environment with the Fed shrinking its balance sheet by $53B a month. In previous cycles, alt

🚨 NEW: XRP loses aggregate holder cost basis triggering panic selling as SOPR drops from 1.16 to 0.96, mirroring September 2021-May 2022 consolidation phase, per glassnode.

🚨Sushi Goes Live on Solana 🍣
SushiSwap has officially launched on Solana, marking its long-awaited expansion to the ecosystem. Powered by JupiterExchange’s Ultra API, users can now seamlessly swap tokens on Solana directly from Sushi.

MASSIVE:
Visa is now settling stablecoin transactions on Ethereum.
One of the world’s largest payment networks is quietly upgrading its rails.
Finance is going on-chain by necessity.

EtherFi’s monetization stands out.
- Revenue per user: $256
- Higher than Wise (~$83) and Revolut (~$60)
- On par with Chime and SoFi.
And it’s doing that with only ~21K funded accounts.
Small user base. Institution-level ARPU.
A very different model.

BACKPACK EXCHANGE SEEKS $1B IN VALUATION FUNDING ROUND
Crypto trading platform Backpack Exchange, founded by former FTX and Alameda Research team members, is in discussions to raise $50M at a $1BILLION pre-money valuation, with the round potentially increasing in size.

MegaETH has launched its mainnet with 50+ live applications targeting 50,000 transactions per second and 10-millisecond block times, following an October token sale that raised $1.39 billion in commitments.

Ethereum hosts 61.2% of all tokenized assets.
Close to $200 billion of tokenized assets now settle on ethereum.

BITCOIN ETFs SEE BACK TO BACK NET INFLOWS
BTC ETFs record the second straight session of net inflows, for the first time in 3 weeks, with $145M being added on Monday.

🚨 UPDATE: Tokenized US Treasuries market cap surpasses $10 billion, with Ondo Finance, Securitize, Circle, and Superstate as leading issuers.

Stablecoins have the potential to reshape cross-border payments and capital flows. They offer opportunities, but also bring new risks—financial integrity, regulatory oversight, consumer protection, capital flow management, monetary sovereignty and more

MAJOR CUSTODY UPGRADE FROM RIPPLE!
Ripple just upgraded its custody platform with new security and staking tech.
This helps banks deploy custody and staking services faster without running their own validators.

In 2011, someone bought 10,000 Bitcoin for $7,805 at $0.78 and 14 years later sold it for $1.09 billion at $109,246.
That’s a 140,000x return on investment.

UPDATE: Google parent Alphabet launches a global bond push, including a rare 100-year bond, to finance up to $185B in AI expansion.

MrBeast may be about to become crypto's biggest onramp for young users, and most people in this space aren't paying attention.
Beast Industries just acquired Step Mobile, a fee-free financial app for teens and young adults.
Credit building. Cashback. 3% savings. Early paychecks. Stock investing. Borrowing up to $250.
Sounds like a standard fintech play, right?
Here's what you're missing:
Last October, in the lead up to this acquisition, Beast Industries filed a trademark for "MrBeast Financial."
That trademark specifically mentions cryptocurrency exchange platforms and consumer lending service