YEET.com has been doing some cool stuff lately in the crypto casino space, so we’re giving it a shout-out for anyone who’s been meaning to check it out.
They’ve been putting out a bunch of fun, crypto-themed games with plenty more coming!
I mean, check out the roster, plenty to choose from, plus it’s as easy as registering here and having some good old dicy fun:
Hantavirus season; chances of recession at 17%; SPX prints another no-less-than-historical numbas, yet most Americans have literally NEVER felt worse about the economy (no wonder, looking at this). Quite a point we’re at, GM.
Speaking numbers, the amount of liquidations on BTC this past day is literally nasty: we've got $81 million worth of longs dead, with $48 million worth of shorts following them into the grave just hours after. Hope you guys are alright (screw using leverage on weekends; to be fair, my personal pick remains f(x) for this).
To describe the ongoing craziness even better, take a peek at this chart: “… ratio of up-day realized volatility to down-day realized volatility on the Nasdaq 100 has surged to 7x, the highest EVER”. I mean… on top of that, money market funds posted +$136 billion in inflows last week, the largest weekly intake since January 2026. All the while, BTC ETFs have been green for 6 straight weeks.
I'm not saying the market has to top right here, right now. In fact, these pumpages could last much longer; it’s only May 11th. Nevertheless, when you see everyone and everything turn into bull mode, I’d start taking notice. My opinion? We’re just past ¾ of this current run.
Again, this situation is unprecedented, so I'm not willing to take an exact bet on when this all ends (with the mindset that “it all” means a mid-term rally, especially for crypto). When everyone gets caught off guard like this, with the Hormuz FUD resolving into one of THE largest V-reversals in TardFi markets ever seen, is when things could get even crazier.
We turn our eyes to oil for clues, as it touches $100 again on the back of today’s Hormuz drama comeback. Pulling back now, with risk-on markets going back higher at the time of writing… and so the story continues,
One thing to note here: the world is burning through oil inventories faster than at any point in recorded history. This isn’t a pretty sight. If things keep going the way they do, the predictions say the world will run out of reserves by June 2026. The next wave of summer FUD, then resolution? Would check out.
Anyways, here are your key events for this week (besides all the surprises we're sure to get).
Price-wise, let’s dumb it down completely, since these are some of the hardest times to comprehend: as long as BTC holds above $80K, there is no reason to think this rally is done. Below there, start to get watchful, and below $78K is where we should truly start considering the start of the summer slumber.
Maybe the sleepy times won’t happen, and this time is different? Let’s see.
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ETH MILAN. May 21-22.
Coming up! Italy’s leading Ethereum conference, hosted at Leonardo da Vinci’s Museum of Science and Technology. Pretty wild setting for a crypto event, and naturally, blocmates will be there making everything look cinematic.
Join 2000+ attendees and 100+ speakers
Here’s a full summary of speakers for those of you interested
The important bits.
Newton: stablecoins are becoming less about the dollar and more about the rules attached to it, read here
Surf’s BUILD Challenge numbers look awesome: 819 builders wrote 0 lines of code and shipped 1,234 apps, see here
Saga EVM is back online, watch the recap here
EdgeX is only second behind Hyperliquid in 30-day holder revenue, see here
Ave Forge teases big news for this week, read here
Cap continues to deliver a competitive yield, chart here
Phygitals is preparing a mobile app, trailer here
Even more important bits.
BlackRock to launch tokenized money-market funds on Ethereum, read here
Charts and stats of the day.
Anthropic went from $1B to $44B ARR in 16 months, chart here
Jane Street generated a record $16.1 billion in trading revenue in Q1 2026, read here
Solana TCG markets generate more than any other chains combined, chart here
Tokenized asset issuers are having a monster month with f(x) Protocol at the second spot, see here
European potato prices surged from around €2.5 to €18.5 per 100KG, chart here
Tokenized US Treasuries on BNB Chain have reached $3.5 billion in market cap, chart here
Tech accounts for 55% of total capex in the U.S, chart here
Lastly, our daily Telegram bulletin is back! Join in right here and stay on top of everything, every day.
Is SUI a layup here?
It’s been a while since we could start sniffing out some significant alt L1 bottom, wasn’t it? I'm not saying it’s time to all-in your chips at this exact moment (SUI is up 20% at the time of writing), but I do think building a watchlist for the remainder of the year is the least we could (and should) do.
Check out this chart: for those new to the endless crypto cycles, it shows how altcoin bottoms form. They can pump, dump back to lows, chop around - only to suddenly 10x when markets truly are ready for it.
The thing is, not every altcoin chart will recover. Sui, though, is one of the better candidates, in my opinion. Let’s check out their latest updates:
On top of that:
Sui is going big on Crypto X AI convergence, explained here
Sui will support zero-fee stablecoin transfers, listen here
Deepbook is coming up as Sui’s premier prediction market, check it out here
Not exactly a chart, but a valuable breakdown of this bear by Gaz:
The AI X Crypto Convergence continues, and I think there’s no end in sight. Just take a look at this one: the world's biggest companies, PayPal and Google, are saying AI commerce will NEED crypto rails to function properly.
This is a cycle-forming-type narrative; let’s keep our sights on it.
The AI news & updates.
OpenClaude v0.10.0 is here (memory that persists, agents that run in parallel, and more), read here
X-Humanoid unveiled its Wise KaiWu Agent robotics system, watch the trailer here
The first AI copilot for HIP-4 outcome markets on Hyperliquid is out, watch here
Bernstein set a $100 target on IREN after it signed a $3.4B AI cloud deal with NVIDIA, read here
Virtuals is preparing even larger AI expansion on Base, read here
OpenAI CEO Sam Altman declares GPT-5.5 is an “autistic genius.” Read here
Anthropic started by investigating why Claude chose to blackmail, read here
Nvidia CEO Jensen Huang says agentic AI requires 1000x more compute than generative AI, read here
AI Charts and stats of the day.
Monthly active AI agents just grew 669%, chart here
Hermes Agent overtook OpenClaw on the Global OpenRouter token ranking and claimed the first spot, read here
AI is going mobile incredibly quickly, chart here
Robotics training data costs have dropped 65% since 2024, chart here
The AI tutorials of the day.
“How to Build a Hermes Agent That Finds Important Work and Builds It Autonomously” Read here
One-hour course to fully learn Hermes, watch here
Claude Code 101 for Academic Researchers, read here
AI Articles/Videos of the day.
The $1.72 open-source model that out-traded GPT, Grok, and Gemini on Polymarket, read here
The quality of the AI animation is off the charts. Is Hollywood dead? Watch here
Might be to check out some of these Lithium and Copper charts (and perhaps score some points on Nado):
POD (The same model behind Venice (VVV), microcap)
OFFSHORE PROTOCOL (GameFi, MegaETH)
MegaAGNT (AI Agents, blockchain)
If there’s a lil mid-term top coming, don’t tell us there weren’t signs:
The 4-year-cycle chokehold is relentless… I mean, yes, we’re getting some mania onchain right now with POD, TROLL, and other runners, but overall, these stats say more than I can for today.
Alas, this won’t last forever. Onwards.
If this was useful, forward it to one person sitting on the sidelines right now. That's how this thing grows. MUCH appreciated.
Hix0n 🫡
