Lorenzo Valente
@LorenzoARKCrypto at @ARKinvest I Research Associate I Disclosure: https://t.co/QrOEEwh8cS
BTC over 500K USD ETH over 25k USD Several nations adding BTC as strategic reserve Several Companies adding ETH and BTC on their balance sheet Stablecoins growing to 1T+ in supply and doing 100T+ in adjusted annual volume. Several DeFi protocols doing 1B+ in annualized…
Can someone define what a supercycle actually is? Does it mean the price literally won't go down anymore? Or does it just mean "a big cycle"?
Nuclear energy is regaining attention as 20+ countries pledge to triple capacity by 2050. With two forms—fission and fusion—our research indicates fission, powering the US grid since the '50s, as the most viable option. Learn why in @DMaguireARK's blog. ark-invest.com/articles/analy…
New blog went live last week: "#Bitcoin Cycles, Entering 2025," analyzing its market structure throughout its halving, calendar, and price cycles. You can find it here: ark-invest.com/articles/analy… Few cool charts that didn't make the cut: 1/ Measuring bitcoin's reward-to-risk ratio…
Issuance APY at all-time lows for @solana, but MEV APY is growing as a percentage of total APY. Impressive.
Road to $10B USDS/DAI circulating supply
USDS is live on @Solana As the first major DeFi-native stablecoin on Solana, USDS unlocks new opportunities for lending, borrowing and trading across the ecosystem's top DeFi platforms. Additionally, early adopters can access over 500,000 USDS in weekly rewards.
A glimpse into the potential of agentic shopping - poised to redefine the e-commerce experience as we know it.
Introducing Perplexity Shopping: a one-stop solution where you can research and purchase products. It marks a big leap forward in how we serve our users – empowering seamless native actions right from an answer. Shopping online just got 10x more easy and fun.
Animal spirits coming back? @opensea will likely start a points program for their new platform in the coming weeks.
Stablecoins are the trojan horse
NEW: @RobinhoodApp CEO SAYS “IT COSTS US ROUGHLY AN ORDER OF MAGNITUDE LESS TO OPERATE A CRYPTOCURRENCY BUSINESS AND OFFER THE EXCHANGE OF ASSETS THAN IT DOES ON THE TRADFI SIDE - “THAT ADVANTAGE IS UNDENIABLE”
There has never been a better time to check out our Bitcoin monthly. @dpuellARK the BTC wizard
Now that #Bitcoin crossed cycle highs, let's look back at what October had set up for us right before the election. The Bitcoin Monthly is now live. A thread below. ark-invest.com/crypto-reports…
Slowly but surely, the Fat protocol thesis is turning into the Fat application thesis. Just like @Uniswap, @aave is now launching its own wallet. Wallet + Applications + protocol + soon to launch chain/L2 Owning every layer of the stack
We are excited to announce the launch of Family, a wallet you will love. Available today in App Store.
This has to be one of the clearest bottom signals for ETH/BTC.
BlackRock's Bitcoin ETF, $IBIT, has just surpassed their Gold ETF, $IAU – $33.1B vs. $32.9B. 10 months for Bitcoin to overtake what took 25 years for gold. Accelerate.
Forget about @Polymarket, look at BTC price action, that is the most liquid prediction market in crypto. The market seems to be signaling something.
Why isn't @pumpdotfun building its own DEX? They are leaking so much value to @RaydiumProtocol
ETH had the boiling frog syndrome for the last two years. Competition is good. Being in a safe, comfortable position lasted for too long.
It appears we're more focused on ensuring that humans aren't pretending to be AI rather than worrying about AI pretending to be human. What a plot twist
well that was a wild social experiment a quick recap on what happened to the first provably-fully autonomous agent @tee_hee_he 🎟️🎟️read our post medium.com/@tee_hee_he/se… for details (I assure you it's a banger): 0) agents today are controlled by its developers and not truly…
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