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:
GM, this lil Bitcoin bounce is fading a lil bit just as I'm starting to write out this one. Let’s look into it, shall we?
Actually, who cares about BTC when altcoins on the 7-day look like this? That was a good run, and it does seem we are entering the territory where Bitcoin sluggishness = altcoins can breathe. This is good in the long run, but let’s not pre-celebrate too much.
I mean, I talk about a mid-term rally a lot, indicating that I do expect some kind of a last push down across the crypto markets. At the same time, look at what Mayne just posted. A lot of alts seem to be right at the end of their typical, long, painful periods.
The main message I want to get across today is that EVEN IF we do get that last push lower on BTC, say to $70K, maybe even some crazy event wicking it all the way back to $60K - that’s not a bearish talk. That’s a talk of opportunity, or so-called AKUMULAT.
If you've already done your akumulat around the lows, I’d say hang in there and wait for those better days. I do believe they are coming. I mean, if you’re holding the right coins (check out today’s stream revealing the blocmates portfolios).
As for the TardFi, broken record talk - yet another historical high on the S&P 500, what a surprise. Cheers boomers.
Aaand from the news (and perhaps why this BTC bounce is fading a tiny bit) - Iran was struck by the US again, after the Muricans found out Iran is laying mines in the Strait again. Laying mines and charging “environmental fees”? I mean, something doesn’t add up here, Iran. Let’s see how this endless mess develops.
You might have seen this retail Hopium chart circling around; well, it’s fabricated. Ansem’s follower growth isn’t, though, and the previously mentioned 7-day altcoin dashboard confirms that appetite is indeed increasing.
Even DeFi isn’t looking too shabby. Check out this chartboard by DeFiLlamma. Seems like from now on, everything’s about giving value back to the token holders. And that’s how it should be, I’d say.
I’ve got something juicy for the doomers out there, too - you know why the retail chart is fabricated? Cause everyone in the US is broke, can’t pay their debts, and consumer sentiment is the lowest, like, I think ever? All the while, the SPX hits historical highs - massive disconnect.
As Kobeissi said today: “The stock market is thriving, but the average American consumer is not.”
Oh, and here’s a juicy doomer TA tweet for those willing to bet on ETH’s death.
Lastly (also for the doomers), Berkshire Hathaway is now underperforming the S&P 500 by the same margin it was during the run-up to the Global Financial Crisis. I mean, I don’t want to FUD, but… this Berkshire guy outperformed the SPX by 93x since 1965. Make of it what you will, I'm praying he’s wrong this time.
Give us at least a few more good years, will ya, bring back the printer already. If you ask me, I bullieve. The Ponzi must go on.
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The important bits.
Nado launches a $100,000 trading competition; all details about how to earn here
SEDA is becoming THE price discovery oracle for 24/7 markets (and the charts are waking up)
Sports.Fun announces Peakfighter will be an official SDF ambassador for WC26, watch here
Pyth Network now powers X LAYER for shared market infrastructure and permissionless deployments, read here
Tempo is now live on LI.FI, read here
Squid explains the Gnosis Safe exploit and how it’s unrelated to Squid itself, read here
Nado’s Season 2 points distribution broke down in a new tweet, check it out
Optimum explains the negative effects of hedging in Ethereum's PBS hot path, listen here
Base is teasing a token launch, check the video here
BRIX generated an average 25% APY since launch, read here
New YieldBasis pools are live, check more here
Hyperliquid announces canonical outcome markets based on off-chain events, more info here
Even more important bits.
Bitmine is set to get listed on the Russell 1000 by June, read here
$1 Trillion Fidelity officially chooses Chainlink to secure its new FILQ tokenized fund, read here
Bankless guy explains why he sold all his ETH, listen here
Aave founder Stani Kulechov confirms rsETH is now fully restored, read here
Ondo’s founder suddenly passed away, announcement here
MoonPay is now live on ChatGPT's App Store, read here
Charts and stats of the day.
Total positions on Hyperliquid hit new all-time highs, chart here
The Nest protocol TVL on HyperEVM is going up only, chart here
NEAR Intents have generated over $33M in fees since launch, chart here
Aave V4 deposits surpassed $85M, up 100% in a month, chart here
Two of the top three traders on Hyperliquid are currently holding short positions on HYPE, see here
Lastly, our daily Telegram bulletin is back! Join in right here and stay on top of everything, every day.
Collector’s Crypt & TCG Onchain.
The CARDS token has been one of the strongest coins out there for a while. Check the chart here.
And of course, see the Bluntz’s tweet below for an easy explanation as to why CARDS ran up so quickly. I mean, if this is an app generating the second-best revenue just behind Pump.Fun, is $40M mcap enough?
Plus, Collector’s crypt isn’t the only TCG platform worth focusing on; here are a few other tokenless (keyword) generating similar volumes. I'm planning to take advantage of this narrative for a while, and for example, stacking points on:
Check out this tweet by DCF GOD. Are we about to see the TGEs soon? “insert money smiley emoticon”.
PaperTrade: The Perp Venue That Pays for Losses:
We’ve got a stacked week ahead, podcast-wise. Tune in!r
ETH being ETH…
Interesting developments in the Chinese chips narrative, as described here: if Huawei enables China to build its own chips more cheaply, why would it keep importing from Nvidia? Is this something that could slash down the Western AI stock narrative?
If you haven’t noticed, NVDA now accounts for a shocking 8% of the whole SPX index.
Nevertheless, I’d be more focused on what Ansem says right here, which is exactly what we’ve been saying for months now: Crypto x AI convergence is going to become a massive narrative, perhaps even the number one, pushing crypto back into the frontlines.
Well, that’s if the Pope himself doesn’t “disarm” AI, as he says here. Things are getting weird, innit. I mean, listen to what the Anthropic co-founder said to the Vatican. Goddamn, what a time we live in.
The AI news & updates.
Alipay launches AI Wallet and Token Pay (already surpassed 100M users), read here
Virtuals is solving settlement rails for trading agents with OKX Wallet, read here
Grok Build is now available in Beta for all SuperGrok and X Premium+ users, trailer here
Higgsfield announces new agents that can now post across X, Instagram, Threads, and LinkedIn, read here
SIBYL surpasses 95.1% on longmemeval, read why it’s significant here
AI Charts and stats of the day.
Qwen3.7-Max is officially the #2 AI coding model globally, read here
REPPO surpassed $328M total volume traded, full stats here
Token consumption by AI agents is expected to surge 24x to 120 quadrillion tokens per month by 2030, chart here
The AI tutorials of the day.
DeepSeek V4 Flash is back on Nous Portal for free for use in Hermes Agent, check here
AI Articles of the day.
Nado’s $100K trading competition is here, stocks and commodities trades are getting nuts, so it’s the perfect time to get up to speed with one of the most important perp DEXs in crypto right now:
Monetrix (Hyperliquid, stable token system) - Genesis coming up soon
Tangent (USG CDP stablecoin markets) - 12 markets are now live and available
Euphoria combined with live charts (Now available on App Store)
Osero (Yield available everywhere) - Launching May 28th
Babylon Labs (Submitted a Temp Check to Aave DAO to integrate Trustless Bitcoin)
ambire.eth (The wallet for the wider Ethereum ecosystem)
Investment of the day:
And finally, this newsletter ends! I mean, do you guys think there are enough valuable pieces of info in here? I’d say it’s stacked, but lemme know:
Is there enough daily info in this newsletter for you?
If this was useful, forward it to one person sitting on the sidelines right now. That's how this thing grows. MUCH appreciated.
Hix0n 🫡
