BCheque1
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DeFi is starting to look more mature in 2026.
Even before the year is over, protocols have already sent back one of the highest amounts ever to token holders through revenue sharing, buybacks, and staking rewards.
Feels like the space is slowly moving beyond pure TVL hype and focusing more on real business models.
More real fees.
Less endless emissions.
More value flowing back to holders.
This shift could completely change how people value DeFi tokens long term.
Even before the year is over, protocols have already sent back one of the highest amounts ever to token holders through revenue sharing, buybacks, and staking rewards.
Feels like the space is slowly moving beyond pure TVL hype and focusing more on real business models.
More real fees.
Less endless emissions.
More value flowing back to holders.
This shift could completely change how people value DeFi tokens long term.
Je parlais juste de $ONDO avec quelqu'un aujourd'hui.
Mes condoléances à la famille, aux amis de @nathanlallman et à toute l'équipe de @OndoFinance.
Une énorme perte pour l'espace RWA.
Son travail a contribué à apporter une véritable crédibilité et un intérêt institutionnel pour les actifs tokenisés.
Qu'il repose en paix.
Des nouvelles vraiment déchirantes pour la crypto.
Mes condoléances à la famille, aux amis de @nathanlallman et à toute l'équipe de @OndoFinance.
Une énorme perte pour l'espace RWA.
Son travail a contribué à apporter une véritable crédibilité et un intérêt institutionnel pour les actifs tokenisés.
Qu'il repose en paix.
Des nouvelles vraiment déchirantes pour la crypto.
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I’ve heard many of my friends say they’re not making money in crypto.
But honestly, that mindset misses the point.
Getting emotionally attached to narratives is exactly how people stay broke for entire cycles.
The market doesn’t care what you believe in.
It only cares about where liquidity is flowing.
Most people in crypto aren’t “too early.”
They’re just too emotionally attached to the wrong things.
Hope you get my point.
But honestly, that mindset misses the point.
Getting emotionally attached to narratives is exactly how people stay broke for entire cycles.
The market doesn’t care what you believe in.
It only cares about where liquidity is flowing.
Most people in crypto aren’t “too early.”
They’re just too emotionally attached to the wrong things.
Hope you get my point.
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Hype will pump hard.
It is just a matter of time.
I see $HYPE when it was just $12 now it is at $60.
Easy 5X money.
NFA but this catches my eyes, all of my timeline flooded with hype.
Hype of hype is literally crazy.
Hard to ignore in my opinion.
Can $HYPE touch $100 before the end of may?
It is just a matter of time.
I see $HYPE when it was just $12 now it is at $60.
Easy 5X money.
NFA but this catches my eyes, all of my timeline flooded with hype.
Hype of hype is literally crazy.
Hard to ignore in my opinion.
Can $HYPE touch $100 before the end of may?
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People kept calling for a dip on $ZIG but instead it just kept grinding above 5c like it doesn’t care about fear.
That's pure fundamentals.
-> TVL increasing
-> revenue growing
-> buybacks active
Most people won’t understand this move until price starts chasing fundamentals hard.
Super duper bullish $ZIG @ZIGChain 🚀
That's pure fundamentals.
-> TVL increasing
-> revenue growing
-> buybacks active
Most people won’t understand this move until price starts chasing fundamentals hard.
Super duper bullish $ZIG @ZIGChain 🚀
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What will change till Q4 this year?
Hyperliquid Summer
$HYPE
$ZEC
Hyperliquid Summer
$HYPE
$ZEC
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THIS IS ABSOLUTELY RIDICULOUS.
OpenAI and Anthropic are losing enormous amounts of money despite generating billions in revenue.
OpenAI reportedly generated $20 billion in revenue in 2025, yet is projected to lose around $14 billion during the same year.
Internal forecasts estimate cumulative losses could reach $44 billion by 2028.
In April 2026, OpenAI’s CFO reportedly warned executives that the company could face difficulties financing future computing deals if revenue growth slows down.
Anthropic reached an estimated $4.3 billion annualized revenue run rate in April 2026, while total costs climbed to nearly $19 billion.
The company is effectively spending around $3 for every $1 it earns and is not expected to stop burning cash until at least 2027.
Now look at the scale of spending commitments these two companies have made.
Together, OpenAI and Anthropic have committed roughly $1.05 trillion in cloud spending to Microsoft, Oracle, Google, and Amazon. That represents an estimated 43% to 54% of each provider’s future revenue backlog.
• Microsoft: $627B total backlog — OpenAI and Anthropic account for 49%
• Oracle: $553B total backlog — OpenAI alone accounts for 54%
• Google: $467.6B total backlog — Anthropic accounts for 43%
• Amazon: $464B total backlog — OpenAI and Anthropic account for 51%
In other words, a huge portion of the cloud industry’s future revenue is tied to two companies that are currently losing billions every quarter.
Meanwhile, Microsoft, Alphabet, Meta, and Amazon are collectively expected to spend around $725 billion in capex during 2026, largely focused on AI infrastructure.
Combined hyperscaler capex from 2025 through 2027 is projected to reach $1.15 trillion, more than double the amount spent between 2022 and 2024.
So what is the return on all of this spending?
McKinsey’s 2025 State of AI survey found that only a minority of companies reported AI meaningfully increasing revenue or reducing costs.
#OpenAI
OpenAI and Anthropic are losing enormous amounts of money despite generating billions in revenue.
OpenAI reportedly generated $20 billion in revenue in 2025, yet is projected to lose around $14 billion during the same year.
Internal forecasts estimate cumulative losses could reach $44 billion by 2028.
In April 2026, OpenAI’s CFO reportedly warned executives that the company could face difficulties financing future computing deals if revenue growth slows down.
Anthropic reached an estimated $4.3 billion annualized revenue run rate in April 2026, while total costs climbed to nearly $19 billion.
The company is effectively spending around $3 for every $1 it earns and is not expected to stop burning cash until at least 2027.
Now look at the scale of spending commitments these two companies have made.
Together, OpenAI and Anthropic have committed roughly $1.05 trillion in cloud spending to Microsoft, Oracle, Google, and Amazon. That represents an estimated 43% to 54% of each provider’s future revenue backlog.
• Microsoft: $627B total backlog — OpenAI and Anthropic account for 49%
• Oracle: $553B total backlog — OpenAI alone accounts for 54%
• Google: $467.6B total backlog — Anthropic accounts for 43%
• Amazon: $464B total backlog — OpenAI and Anthropic account for 51%
In other words, a huge portion of the cloud industry’s future revenue is tied to two companies that are currently losing billions every quarter.
Meanwhile, Microsoft, Alphabet, Meta, and Amazon are collectively expected to spend around $725 billion in capex during 2026, largely focused on AI infrastructure.
Combined hyperscaler capex from 2025 through 2027 is projected to reach $1.15 trillion, more than double the amount spent between 2022 and 2024.
So what is the return on all of this spending?
McKinsey’s 2025 State of AI survey found that only a minority of companies reported AI meaningfully increasing revenue or reducing costs.
#OpenAI
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$ETH has dropped below the $2,050 level.
People calling for lower low on $ETH right at major order block lol.
But this is literally exactly pin point where reversals usually start when everyone loses hope.
Wouldn’t surprise me at all to see ETH reclaim $2300+ once this panic selling and war situation stop.
Send it higher, dream it and achieve it nothing complex.
People calling for lower low on $ETH right at major order block lol.
But this is literally exactly pin point where reversals usually start when everyone loses hope.
Wouldn’t surprise me at all to see ETH reclaim $2300+ once this panic selling and war situation stop.
Send it higher, dream it and achieve it nothing complex.
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Here we go again.
Whenever market pumps lil bit, we always say another bad news of War and it dump hard then.
Every single time we saw the same story.
Yesterday: peace deal, oil to $96.
Today: strikes incoming, wedding canceled.
All this happened in just 24 hours.
Didn’t trump say just yesterday that a deal was imminent.
In my opinion Trump is a pro at working the market now.
Always gets aggressive on the weekends lmao.
Whenever market pumps lil bit, we always say another bad news of War and it dump hard then.
Every single time we saw the same story.
Yesterday: peace deal, oil to $96.
Today: strikes incoming, wedding canceled.
All this happened in just 24 hours.
Didn’t trump say just yesterday that a deal was imminent.
In my opinion Trump is a pro at working the market now.
Always gets aggressive on the weekends lmao.
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One exploit can destroy trust overnight.
Imagine waking up and seeing $660,000 vanish from a contract in minutes.
Suspected exploit tied to @Polymarket has already drained more than $660K.
People only care about decentralization during bull markets but security matters way more.
People chase gains in crypto every day but one exploit like this can wipe out millions before most even wake up.
I don't think exploits gonna stop soon so better yo stay safu.
Time to wake up and check your funds asap guys!!!
Imagine waking up and seeing $660,000 vanish from a contract in minutes.
Suspected exploit tied to @Polymarket has already drained more than $660K.
People only care about decentralization during bull markets but security matters way more.
People chase gains in crypto every day but one exploit like this can wipe out millions before most even wake up.
I don't think exploits gonna stop soon so better yo stay safu.
Time to wake up and check your funds asap guys!!!
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Bro didn’t know he was burning $775B for two Papa John's pizzas 💀
16 years ago today, Laszlo Hanyecz paid 10,000 BTC for two Papa John’s pizzas.
Back then it sounded pointless but today that same Bitcoin is worth over $775 million.
People laugh at new technology in beginning, ignore it in middle, then chase it at top.
Bitcoin went from internet magic money to one of the most valuable assets on earth.
Most expensive pizzas ever 🍕
H really purchased generational Regret with extra cheese!!!
16 years ago today, Laszlo Hanyecz paid 10,000 BTC for two Papa John’s pizzas.
Back then it sounded pointless but today that same Bitcoin is worth over $775 million.
People laugh at new technology in beginning, ignore it in middle, then chase it at top.
Bitcoin went from internet magic money to one of the most valuable assets on earth.
Most expensive pizzas ever 🍕
H really purchased generational Regret with extra cheese!!!
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$BANANAS31 looking strong on the 1H chart after a clean breakout from the 0.0105 range. Momentum is still bullish with higher highs forming consistently.
Entry: 0.0127 - 0.0129
Targets: 0.0135 - 0.0142
Stop Loss: Below 0.0122
As long as volume stays strong, this trend can continue pushing higher. Watch for volatility near local highs.
#Crypto #MemeCoins
Entry: 0.0127 - 0.0129
Targets: 0.0135 - 0.0142
Stop Loss: Below 0.0122
As long as volume stays strong, this trend can continue pushing higher. Watch for volatility near local highs.
#Crypto #MemeCoins
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Hidden Alpha!!
Everyone is talking about stablecoins but the real story is the chains being built around them.
USD1 just launched natively on Tempo and almost nobody is paying attention.
USDC there is still bridged and USDT is wrapped through LayerZero.
USD1 is issued directly on Tempo itself.
No bridge sitting in middle and no extra IOU layer and the wild part i personally like is Tempo doesn’t even use a native gas token.
You pay fees with stablecoins.
In my opinion this is early rails of a real internet payments system.
@worldlibertyfi 🔥
Everyone is talking about stablecoins but the real story is the chains being built around them.
USD1 just launched natively on Tempo and almost nobody is paying attention.
USDC there is still bridged and USDT is wrapped through LayerZero.
USD1 is issued directly on Tempo itself.
No bridge sitting in middle and no extra IOU layer and the wild part i personally like is Tempo doesn’t even use a native gas token.
You pay fees with stablecoins.
In my opinion this is early rails of a real internet payments system.
@worldlibertyfi 🔥
$XRP
$DOGE
$TAO
RIP 2026 Saison des Altcoins 🪦
8 mai - 18 mai
#Crypto #SaisonDesAltcoins
$DOGE
$TAO
RIP 2026 Saison des Altcoins 🪦
8 mai - 18 mai
#Crypto #SaisonDesAltcoins
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$BTC
Every bear market rally tops at the daily 200.
2014 - rejected.
2018 - rejected.
2021 - rejected.
2026 - rejected.
It's repeating.
What made you think this time was different?
#Crypto
Every bear market rally tops at the daily 200.
2014 - rejected.
2018 - rejected.
2021 - rejected.
2026 - rejected.
It's repeating.
What made you think this time was different?
#Crypto
Qu'est-ce qui se passe avec les institutions ?
Les ETF Bitcoin ont vendu pour 648 millions de dollars de BTC en une seule journée.
C'est le plus grand flux sortant depuis le 29 janvier 2026.
Les institutions achetaient chaque creux depuis des mois, mais maintenant, elles se précipitent vers la sortie dès que l'incertitude se manifeste.
Faites attention au flow frens, des mouvements comme ça ne se produisent pas du jour au lendemain.
Celle-ci vaut le coup d'œil !!!
Les ETF Bitcoin ont vendu pour 648 millions de dollars de BTC en une seule journée.
C'est le plus grand flux sortant depuis le 29 janvier 2026.
Les institutions achetaient chaque creux depuis des mois, mais maintenant, elles se précipitent vers la sortie dès que l'incertitude se manifeste.
Faites attention au flow frens, des mouvements comme ça ne se produisent pas du jour au lendemain.
Celle-ci vaut le coup d'œil !!!
$ZIG était littéralement classé #500 il y a quelques jours et maintenant il est déjà autour de #355 et le plus drôle, c'est que la plupart des gens ne l'ont pas encore remarqué.
Tout cela est arrivé à cause de beaucoup de choses que vous ne remarquez pas.
Aucune crypto ne décolle sans un gros soutien et un bon produit, et $ZIG en fait partie à mon avis.
C'est encore un alpha précoce pour entrer en mode "ape".
Rachat de 500M.
ZIG 2.0.
TVL qui bouge de manière folle.
Traction du portefeuille Binance.
L'engagement X grandit chaque jour.
Et c'est comme ça que les vrais mouvements commencent avant que tout le monde prétende soudainement qu'il l'a vu tôt 💙
Grosse victoire pour les fans de @ZIGChain !!
Tout cela est arrivé à cause de beaucoup de choses que vous ne remarquez pas.
Aucune crypto ne décolle sans un gros soutien et un bon produit, et $ZIG en fait partie à mon avis.
C'est encore un alpha précoce pour entrer en mode "ape".
Rachat de 500M.
ZIG 2.0.
TVL qui bouge de manière folle.
Traction du portefeuille Binance.
L'engagement X grandit chaque jour.
Et c'est comme ça que les vrais mouvements commencent avant que tout le monde prétende soudainement qu'il l'a vu tôt 💙
Grosse victoire pour les fans de @ZIGChain !!
Les degens se soucient plus de la vitesse que de la marque.
DexScreener est devenu énorme parce qu'ils ont résolu un vrai problème.
La plupart des startups crypto lancent un token avant même d'avoir des utilisateurs.
DexScreener a fait l'inverse.
Ils ont construit un produit que les traders ne pouvaient pas s'empêcher d'ouvrir.
Maintenant, il paraît qu'ils ont généré plus de 128M$ de revenus avec.
- Pas de token
- Petite équipe
- Presque pas de marketing
Juste un pur ajustement produit-marché.
DexScreener est devenu énorme parce qu'ils ont résolu un vrai problème.
La plupart des startups crypto lancent un token avant même d'avoir des utilisateurs.
DexScreener a fait l'inverse.
Ils ont construit un produit que les traders ne pouvaient pas s'empêcher d'ouvrir.
Maintenant, il paraît qu'ils ont généré plus de 128M$ de revenus avec.
- Pas de token
- Petite équipe
- Presque pas de marketing
Juste un pur ajustement produit-marché.
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