então o mecanismo de design virtual realmente funciona assim
eu falo um pouco, ganho um monte de pontos, aloco-os em um lançamento de agente hyped, comprometo alguns virtuais a isso, sou alocado uma certa quantidade de token de agente
traditionally i never invited guests on to the show
we did that for a long time because i never wanted to rent our audience
i didn't want to show up one day and noone turns up because we didn't have a big name joining
i wanted to show that our own individual research and insights could hold their own
it is much harder to grow this way: there is no big account retweeting or pushing you for any reason
but over time i believe this has established our own voices and personalities (even if you don't like the style, you can't knock the hustle)
NOW it's time to throw some coal on the fire
i actually want to host more conversations
the space is so much bigger than it was in 2021: it's actually impossible to keep up with it all and we have seen a number of great leaders emerge in different pockets of the industry
+ so we want to host those conversations
from a position of already establishing an intelligent and excellent audience
MM DIAL INS 2025: extending the show to host some of the most interesting contributors to our industry
O Resumo Diário do Mercado Moderno: Ter 20 de Maio
Principais: BTC 103k; ETH 2,5k; SOL 167
Principais Manchetes
- ETH supera os principais novamente +5% para $2,5K
- O CEO do JP Morgan, Jamie Dimon, anuncia que os clientes poderão comprar BTC: compara comprar BTC a fumar; ele não gosta, mas defende seu direito de fazê-lo
- O Senado avança com o Genius Act para ajudar a progredir na regulamentação de stablecoins
PA Notáveis
- AAVE +21% para $4,2B FDV
- LAUNCHCOIN em alta novamente +16% para 240M
- REKT em alta mais 10% para 88M
Vendas Notáveis
- Kaito Genesis NFTs +10% para 2,8 ETH
- 5 CryptoPunks vendidos entre 46 - 55 ETH
- Refik Anadol, Biome Lumina - 4,55 ETH
Resumo do Web 3
- A Circle pode ser vendida para a Coinbase ou Ripple, segundo fontes: oferta anterior de $4-5B da Ripple rejeitada
- A Bybit se tornou a primeira grande exchange de criptomoedas a oferecer negociação global direta com USDT: acesso a 78 ações principais
- AAVE TVL ultrapassa $30B; preço do token sobe 20% com aumento do TVL
- A Binance busca dispensar processo de recuperação de $1,76B da FTX
Mais Notícias
- A presidente da SEC, Hester Peirce, em seu último discurso sugere que todos os ativos cripto que são 'colecionáveis e stablecoins' provavelmente deveriam ser excluídos da definição de 'segurança'
- A empresa de fintech com sede na Indonésia, DigiAsia, anuncia plano para levantar $100M para comprar BTC e alocar até 50% dos lucros líquidos futuros para acumulação contínua de BTC
- A Virtuals anuncia que o Diamond Hand Bonus agora só pode ser alcançado também por meio da participação em tokens de agente, não apenas por meio de participações passivas de agentes
Cripto Social
- A Huma Finance anuncia campanha de recompensas de várias temporadas alocando 0,5% do token para Huma Yappers; parte também indo para o ecossistema Kaito
- A Noise, o protocolo de negociação de mindshare na MegaETH, anuncia que os principais yappers de Infinex da semana 1 receberão códigos de convite Noise
- Yu Hu compartilha a visão futura do Kaito: "a partir de junho, também será o BNB para formação de capital"
- BTC runs to $106K before sharp pull back to $102K
- Trump's tax bill progresses which is estimated to add around $4 trillion to deficits over a decade; Moody downgrade US credit rating; Bessent signals debt to increase whilst trying to maximise US GDP; US Treasury yields rise; Japan's 40 year bond yield just hit highest level in 20 years
Notable PA
- ETH down 4% on the day back to $2.4K, SOL down 5% to $161; HYPE down 3% to $26
- Memes are red across the board: FARTCOIN -5% to $1.21; MOODENG - 6% to $0.23
- LAUNCHCOIN down 15% to 210M, holding around 200M quite strongly the last few days
- VIRTUALS shows strength against everything else: up 3% to $1.84
Notable Sales
- CryptoPunk, Zombie - 440 ETH
- Other World, Prophets - 16 ETH
- CryptoPunk, Shades - 54.5 ETH
- Refik Anadol, WOT - 8.99 ETH
Web 3 Round Up
- Japanese investment firm Metaplanet buys another 1004 BTC for around $104M: total holdings up to around $806M
- El Salvador President Nayib Bukele shares screenshot of $357M in unrealised profit on BTC buys
- US Senate to vote on stablecoin regulation with the GENIUS Act as soon as today
More News
- ARBUS agent settles around $12M after being launched on Virtuals: more than 50x for virgen points spenders
- Token Works minted 256 NFTs for 1 ETH each raising 256 ETH: a studio to fund creators vesting over time instead of immediate transfer of funds
Social Crypto
- PT-sKAITIO has risen to 44% as market is bidding YT on Pendle: Kaito Founder Yu Hu shares thought that people are waking up to 'earn and drop' season for sKAITO holders
- KAITO shows strength against rest of market +10% to $1.92
- Openledger announces reward month of Yaptopus: ranks 1-25 will share $15k pool; also a specific similar pool for Chinese region
- btc leads a portfolio into aths, i sense the ppl who don’t have btc are the ppl who need to forget their peak portfolio because they’ll never get back if they don’t rebalance into btc routinely
- hype is outperforming every other major and with the alleged next airdrop coming + many protocols having tokens + the insane aprs live on evm atm i can’t think why the majority of “major exposure” - apart from what you want in btc - shouldn’t be here (the why imo is the potential legal risk of cexs going after them)
- wanna reposition stables farming protocols, i feel like live yield on hyperevm or nft lending at attractive ltvs is going to outperform providing liquidity for points at the moment
- private investments are markedly reduced, reduced check sizes, more conviction. proceeds being split between stable farms, btc, and some more hype