According to @jessepollak, Base activity accelerated as AI agents shipped onchain and TryFOMO recorded over 70 million in trading volume with more than 18,000 active traders and 1,800 new joiners, indicating deepening liquidity and user participation on Base, source: @jessepollak. According to @jessepollak, o1_exchange released a trading API aimed at recovering MEV and improving onchain execution, while HydrexFi launched a full trading suite with limit orders, DCA, multi-swaps, and smart routing, enhancing order flow tooling on Base, source: @jessepollak. According to @jessepollak, soon_svm debuted 100xSOON as an AI native perpetual trading platform powered by x402 on Base, expanding onchain derivatives access, source: @jessepollak. According to @jessepollak, ecosystem progress included a real world USDC payment demo via Xeno_Money, Upshot returning a 50,000 Base grant to users, NetworkNoya launching a voice powered DeFi interface, and ValeYield introducing a simplified yield router, broadening consumer payments and yield options on Base, source: @jessepollak. (Source)

According to @iampaulgrewal, Patrick Collison noted that Brian Armstrong’s advocacy for allowing yield sharing is not obviously in Coinbase’s self-interest, since prohibiting yield sharing would make USDC more directly profitable for Coinbase, citing a Wall Street Journal article. According to @iampaulgrewal, Collison’s view highlights that Armstrong’s position is driven by support for a vibrant, competitive market that protects consumer liberty rather than short-term economics. According to @iampaulgrewal, the trading takeaway is that policy direction on yield sharing could shape stablecoin yield products and competitive dynamics between centralized offerings and DeFi, with Collison’s framing pointing to different value capture paths depending on whether yield sharing is permitted or barred. (Source)

According to Santiment, ongoing debates about profits rotating from precious metals into cryptocurrencies were met with an unusual split: gold fell more than 8 percent and silver more than 25 percent, while Bitcoin (BTC) and altcoins remained flat, indicating limited cross asset spillover on the day (source: Santiment). (Source)

According to @EleanorTerrett, three days before ICBA meets crypto leaders at the White House to hash out differences over stablecoin yield, consumer watchdog CASE for America launched a six figure digital ad urging senators to back community banks and close the stablecoin loophole (source: @EleanorTerrett; source: @CASE_forAmerica). The campaign spotlights active lobbying over stablecoin yield as ICBA and industry negotiate, highlighting regulatory uncertainty that traders should factor into stablecoin yield products and related DeFi lending venues (source: @EleanorTerrett; source: @CASE_forAmerica). Traders can monitor flows and spreads in major stablecoins and borrowing rates on yield platforms for headline sensitivity during this negotiation window (source: @EleanorTerrett; source: @CASE_forAmerica). (Source)

According to @StockMKTNewz, Disney CEO Bob Iger has told people he plans to step down at the end of his contract this year, citing a Wall Street Journal report. According to @StockMKTNewz, Disney's board is expected to meet next week to vote on who should be the next CEO. According to @StockMKTNewz, this creates a clear governance catalyst for DIS as investors track leadership continuity and succession outcomes. (Source)

According to @MI_Algos, BTC saw a roof pull after a large block of asks on Binance likely acted as a hedge to protect put positions into options expiry, source: @MI_Algos on X. The account says bulls may attempt a push for a green monthly close, source: @MI_Algos on X. It adds that the monthly open aligns with the yearly Open Timescape level near 87.5k USD, a resistance zone they expect to be tested before any further downside, source: @MI_Algos on X. @MI_Algos credits Keith Alan for highlighting the order book activity and the potential test of that key level, source: @MI_Algos on X. (Source)

According to @glassnode, implied volatility spiked as the selloff accelerated, with short-dated IV leading the move, indicating the front end bore the brunt of risk repricing (source: @glassnode). According to @glassnode, the previously extreme downside premium has reset, showing that volatility skew normalized from panic levels (source: @glassnode). According to @glassnode, overall IV remains elevated versus pre-move conditions, confirming that risk premia in crypto options are still priced above prior baselines (source: @glassnode). According to @glassnode data, elevated front-end IV typically implies richer short-tenor option premiums and higher hedging costs, so traders may prefer defined-risk structures or selective long volatility exposure until term structure cools (source: @glassnode). (Source)

According to glassnode, over the last seven days options taker flow was led by put buying and closely followed by put selling, indicating downside hedging dominated the week, source: glassnode. Much of the flow was structured as spreads and concentrated in puts, with very limited interest in upside exposure, source: glassnode. (Source)

According to @glassnode, downside skew has steepened across the options curve and short dated skews have not fully reverted. According to @glassnode, options are priced with clear asymmetry, showing downside protection remains in demand and fear has not fully cleared. (Source)

According to Glassnode, after a 10% decline in BTC, short gamma traders monetized elevated downside volatility as put selling rose to 36% of options flow, outpacing put buying by six points. Glassnode reports that the downside was actively sold and some profits were taken, signaling vol sellers took control of BTC options flow. (Source)

According to @glassnode, the crypto options put call volume ratio jumped from 0.6 to 1.4 following the selloff (source: @glassnode). According to @glassnode, there are no clear signs of call demand returning, indicating the market is not yet pricing a sustained rebound (source: @glassnode). (Source)

According to @glassnode, Bitcoin (BTC) options positioning shows a sizable USD 1.25B short gamma pocket around 80K, and a clean break into this zone could increase the risk of revisiting lower levels in the 70s as dealer hedging may intensify downside momentum (source: @glassnode). (Source)

According to @StockMKTNewz, citing Reuters, SpaceX reportedly generated between $15 billion and $16 billion in revenue in 2025 with approximately $8 billion in EBITDA, and is seeking to raise $50 billion in a June IPO at a $1.5 trillion valuation (source: Reuters). (Source)

According to @ThinkingUSD, Hyperliquid is showing rapid product market fit with volumes growing 55% daily and over 30% of total exchange volume now coming from non-crypto sources, underscoring idiosyncratic returns with long volatility and long convexity exposures. The post adds that HIP-3 volumes and open interest are expanding over 100% weekly to billions in average daily volume, with fees split 50/50 between Hyperliquid and HIP-3 providers, pointing to uncorrelated returns and exposure for traders seeking diversification and liquidity depth in DeFi derivatives markets. Source: X.com/@ThinkingUSD (Source)

According to @DowdEdward, US stock market volatility is roughly two standard deviations below its historical average and his team expects mean reversion in 2026, citing charts from their 2026 outlook report (source: @DowdEdward). He also highlighted a separate post from @barkmeta claiming extreme stress in gold and silver and describing it as a black swan event, flagging cross-asset risk (source: @barkmeta via @DowdEdward). Based on @DowdEdward’s outlook, traders may prepare for a potential rise in realized and implied volatility into 2026 by reassessing hedges and optionality around SPX and VIX and monitoring precious metals for spillover signals (source: @DowdEdward). (Source)

According to @paoloardoino, Tether released its Q4 2025 attestation showing profits surpassing 10B and a 50B expansion in USDT supply, driven by rising dollar demand outside traditional banking rails, source: @paoloardoino. Based on these figures disclosed by @paoloardoino, traders may view the larger USDT float as supportive for onchain liquidity and depth across crypto trading pairs, source: @paoloardoino. (Source)

According to @KobeissiLetter, Japanese retail investors reduced net short positions in USDJPY by 561 million between Friday and Tuesday, bringing total net shorts to 2.27 billion, the smallest bearish US Dollar position in at least a year (source: @KobeissiLetter). According to @KobeissiLetter, the positioning shift highlights notable short covering in USDJPY by Japan’s retail cohort, marking a clear reduction in bearish USD sentiment versus JPY over the past year (source: @KobeissiLetter). (Source)

According to @rseroter, the A2A protocol is now integrated into Spring AI, giving Java developers an easier path to build multi agent systems with Spring Boot and to run agents in any language, source: X post by @rseroter and Spring.io blog. This extends Spring AI agentic patterns and embeds cross language agent interoperability into the Spring ecosystem that many enterprises already use, source: Spring.io blog. (Source)

According to @EricBalchunas, GLD and SLV each traded about 40 billion in turnover in a single session, setting all-time records and surpassing any individual stock, with TSLA the closest at an estimated 35 billion, source: @EricBalchunas. He added the pair are on pace to close the week with roughly 280 billion in cumulative volume, underscoring exceptional liquidity in precious metals ETFs, source: @EricBalchunas. (Source)

According to DeepLearning.AI, Andrew Ng argues that recent U.S. policies are pushing more countries toward sovereign AI and open source alternatives, which could weaken U.S. influence while increasing global AI competition. According to DeepLearning.AI, Google launched UCP to enable AI agents to shop for users, signaling momentum for agent-driven commerce workflows. According to DeepLearning.AI, these developments underscore accelerating adoption of open source tooling and agent-based applications across regions. (Source)