| 🤍 Learning To Love (feat. Noah Henderson) – SingleOfficial LinkA heartfelt and beautifully layered single, Learning To Love (feat. Noah Henderson) captures the quiet, tender process of opening your heart to something real. With emotional vocals, soft melodic textures, and a warm, reflective atmosphere, the song feels both intimate and uplifting. It carries the kind of honesty that lingers, wrapping vulnerability, hope, and connection into a sound that feels gentle, sincere, and deeply human. |
| ⬤TOP READS |
BlackRock drives 7-day Bitcoin ETF inflow streak as BTC nears $80,000US-listed spot Bitcoin ETFs recorded a seven-day inflow streak totaling $1.9 billion, surpassing their March run over a similar period. US sanctions Cambodian senator tied to crypto scam centers as DOJ restrains $700M in broader crackdownThe U.S. Treasury’s Office of Foreign Assets Control (OFAC) has sanctioned a Cambodian senator accused of running “scam compounds” that have been defrauding Americans, convincing them to send crypto with promises of high returns. ‘Timely action is critical’: Crypto industry presses Senate to act as US market structure talks drag onA broad coalition of crypto trade groups, venture firms, and digital asset companies is pressing the Senate Banking Committee to advance a markup on market structure legislation, arguing the U.S. cannot afford more delay as other jurisdictions push ahead with clearer rules. |
| ⬤ WHAT MATTERED |
| AI & TechnologyChina’s DeepSeek Launches Long-Awaited AI Model Business Spot bitcoin ETFs draw $2 billion in net inflows over 8-day positive streak Polymarket seeks $400 million raise at $15 billion valuation: report Tether joins $8 million strategic funding round in RWA firm KaioCrypto |
| ⬤ CAPITAL MOVES |
| …Where capital is quietly positioning.Hata closes $8M Series A led by BybitOpenGradient announces $9.5M total fundingEnhanced Labs raises $1M strategic pre-seedCluster Protocol raises $5M led by DAO5ILITY raises $2M at a $21M valuation |
| ⬤ UNDER THE SURFACE |
$293M KelpDAO Exploit Exposes Fragility of Cross-Chain Infrastructure The KelpDAO exploit, which drained approximately 116,500 ETH (~$293M) from its rsETH system, triggered immediate contagion across DeFi. The attack, potentially linked to the Lazarus Group, exposed a critical architectural flaw: a single-point-of-failure verification path in its design. Fallout included rsETH being frozen on lending platforms and $10B+ in outflows across protocols. The broader takeaway is structural. Many cross-chain systems market decentralization, but still rely on fragile trust assumptions that can collapse under stress. This is not an isolated incident. It is a recurring weakness in how multi-chain liquidity is secured. Stablecoins Have Become the Core Liquidity Rail of Crypto Markets Up to 85% of spot trading volume on major centralized exchanges now flows through stablecoin pairs rather than fiat or Bitcoin. This marks a fundamental shift in market structure. Stablecoins are no longer just a convenience layer. They are the primary settlement and liquidity rail of the entire crypto ecosystem. Price discovery, arbitrage, and capital rotation all increasingly depend on stablecoin liquidity. The implication is clear: whoever controls stablecoin issuance, distribution, and compliance effectively controls the flow of capital across crypto markets. U.S. Military Testing Bitcoin Node Signals Strategic Interest in Blockchain Infrastructure The U.S. military, under Admiral Samuel Paparo, has reportedly deployed its own Bitcoin node to study and secure blockchain-based networks. While framed as a cybersecurity and infrastructure exercise, the signal goes beyond experimentation. Government-level interaction with Bitcoin at the protocol level reflects growing recognition of its importance as critical digital infrastructure. This is not about trading or speculation. It is about understanding, securing, and potentially leveraging decentralized networks in future strategic and defense contexts. |
| ⬤ A CONVERSATION WORTH YOUR TIME |
| 💰 The DeFi Company Wall Street Hasn’t Priced Yet | Ep. 108 |
| ⬤ON THE READING LIST |
| Check the book here!A clear, grounded look at how AI is reshaping competition, capital, and geopolitics.Kai-Fu Lee frames AI as a power shift, not just a product cycle. It is especially timely when AI is driving new investment narratives, policy attention, and real economic reallocation.Key takeawaysAI development is geopolitical, not neutralData scale determines competitive advantageEthical considerations lag technological progressGlobal power balances shift through AI leadership |
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