According to @OnchainLens, Vitalik Buterin sold 493 ETH for approximately 500K USDC and 659,510 GHO. According to @OnchainLens, he converted 5,000 ETH to WETH and is likely to sell all. According to @OnchainLens, the activity is linked to address 0xfeb016d0d14ac0fa6d69199608b0776d007203b2. (Source)

According to Richard Seroter, Google Cloud Run now supports NVIDIA RTX 6000 PRO Blackwell GPUs for AI workloads, enabling teams to serve 70B-plus parameter models without managing underlying infrastructure (source: Richard Seroter on X and Google Cloud blog). He highlights that drivers are pre-installed, no capacity reservations are required, and serverless instances offer 20 to 44 vCPUs with 80 to 176 GiB memory to streamline large language model inference and other high‑throughput tasks (source: Richard Seroter on X and Google Cloud Run documentation). This update allows on-demand scaling of LLM inference on Cloud Run while removing GPU infrastructure administration overhead for developers (source: Richard Seroter on X and Google Cloud blog). (Source)

According to @DeepLearningAI, Google introduced Universal Commerce Protocol (UCP), a proposed open source standard that enables AI agents to handle online purchases end to end, covering discovery, ordering, payment, and returns (source: @DeepLearningAI). The protocol was developed with major retailers including Etsy and Shopify, indicating cross-ecosystem collaboration around AI shopping agents and an open source commerce protocol approach (source: @DeepLearningAI). Based on the announcement, traders and product leaders may monitor how agent mediated checkout and returns workflows influence ecommerce platform strategies and payment integrations as adoption details emerge (source: @DeepLearningAI). (Source)

According to @paoloardoino, Tether has made Tether Mining OS fully open source, providing a complete operational platform for Bitcoin BTC mining that scales from home setups to industrial-grade sites and supports a wide range of miners. According to @paoloardoino, the system is super modular, includes a peer to peer encrypted networking layer, and is designed to operate across multiple geographies. According to @paoloardoino, the release delivers an open-source option for mining operations management with an emphasis on scalability and encrypted connectivity. (Source)

According to @saylor, 100% of distributions paid by Strategy during 2025 on its Digital Credit instruments were treated as a nontaxable Return of Capital to the extent of a shareholder's tax basis for U.S. federal income tax purposes. According to @saylor, this treatment applies specifically to Strategy’s Digital Credit instruments tied to STRC. (Source)

According to @ItsDave_ADA, roughly 75% of Solana Jupiter Aggregator v6 transactions failed, totaling about 8.39 million failed transactions (source: @ItsDave_ADA). According to @ItsDave_ADA, only about 25% completed successfully, and each failed attempt still consumed a fee (source: @ItsDave_ADA). According to @ItsDave_ADA, repeated retries mean users pay again, causing costs to compound quickly for active traders using Jupiter v6 on Solana (source: @ItsDave_ADA). (Source)

According to @BullTheoryio, the ISM manufacturing PMI printed 52.6, the highest in roughly 40 months, signaling U.S. manufacturing expansion. The author notes that in prior crypto cycles the strongest altcoin rallies began only after the ISM trended higher, citing 2017 and 2021 as examples. They frame the rising PMI as a macro trigger traders can monitor for potential altcoin rotation, emphasizing that altseason strength historically followed sustained uptrends in this indicator. (Source)

According to The Kobeissi Letter, Big Tech firms issued a record 120 billion dollars in corporate debt in 2025 to fund AI related investments. According to The Kobeissi Letter, issuance surged about 500 percent versus 2024 and exceeded the previous four years combined. According to The Kobeissi Letter, Amazon AMZN, Google GOOGL, and Meta were among the issuers, highlighting an aggressive AI capex cycle financed through bond markets. (Source)

According to @CryptoCoinCoach, BOME remains inside a long-term descending channel and is trading just above a major horizontal support zone. According to @CryptoCoinCoach, buyers are attempting to build a short-term higher low at the channel’s lower boundary where prior downside has slowed. According to @CryptoCoinCoach, if this support holds, price could attempt a corrective move toward the channel’s mid-range followed by a potential test of descending resistance. According to @CryptoCoinCoach, a clean breakdown below this support would invalidate the recovery attempt and open the door to further downside continuation, making this zone the key inflection for the next move. (Source)

According to @CryptoMichNL, the ISM reading moved above 50 to 52.6, its highest in more than three years, which he notes has historically coincided with Bitcoin (BTC) and crypto bull phases when the index holds above 50 (source: @CryptoMichNL). He adds that the economy just experienced the longest sub-50 stretch without a recession, framing recent weakness in gold and silver as evidence of shifting macro dynamics favoring risk assets (source: @CryptoMichNL). Based on this, he argues Bitcoin is nearing the end of its bear market and could outperform as the macro backdrop improves (source: @CryptoMichNL). (Source)

According to glassnode, off-chain signals are weakening as spot indicators have slipped to low conviction and futures and options conditions are declining, indicating fading participation and a more defensive risk stance. According to glassnode, ETF indicators are rising but remain low, signaling only tentative institutional support despite broader softening. (Source)

According to @BullTheoryio, capital has rotated from gold into Bitcoin after gold peaks, citing August 2020 when gold topped near 2,075 and declined while BTC dropped from roughly 12,000 to 9,800. According to @BullTheoryio, this historical case is presented as evidence supporting a rotation thesis in which an initial drawdown in both assets can precede flows favoring BTC. According to @BullTheoryio, traders should monitor gold peaks and BTC cross asset flows to gauge potential timing for crypto exposure. (Source)

According to @StockMKTNewz, Google CEO Sundar Pichai said Google's AI tools DeepVariant and DeepPolisher are helping researchers sequence genomes for endangered species, reducing timelines from years to days (source: @StockMKTNewz quoting Sundar Pichai). The source highlights a concrete biomedical use case for Google's applied AI stack, relevant to enterprise and research workloads that investors track for GOOGL's AI positioning (source: @StockMKTNewz). (Source)

According to @sundarpichai, Google’s AI tools DeepVariant and DeepPolisher are reducing endangered-species genome sequencing timelines from years to days, with genomes of 13 species now freely available to conservation researchers (source: @sundarpichai). According to @sundarpichai, Google.org is supporting partners to expand this effort to 150+ additional species, signaling a scalable pipeline for conservation genomics and broader access to high-quality datasets (source: @sundarpichai). According to @sundarpichai, the announcement underscores rapid AI-enabled acceleration in genome assembly workflows that can streamline conservation research and data sharing across the biology community (source: @sundarpichai). (Source)

According to @Andre_Dragosch, the ISM PMI has moved up to 52.6 and prior crypto bull runs coincided with ISM readings above 50, referencing @Jesseeckel’s observation on X as the source. He also relayed that this is the largest upward move of the current cycle and echoed the risk-on stance with the phrase "Run it hot" (source: @Andre_Dragosch citing @Jesseeckel on X). (Source)

According to @OpenAI, the Codex app is now available on macOS with a Windows release coming soon. According to @OpenAI, Codex access is available for a limited time through ChatGPT Free and Go plans. According to @OpenAI, Plus, Pro, Business, Enterprise, and Edu users are receiving doubled rate limits across the Codex desktop app, CLI, and IDE integrations. According to @OpenAI, these changes expand developer access to a desktop coding assistant, command line interface, and IDE workflows under higher throughput limits. (Source)

According to Lookonchain, the stablecoin market capitalization declined by $3.94B with heavy outflows across Ethereum, Solana, and Base (source: Lookonchain). According to Lookonchain, decentralized exchange spot and perpetual trading volumes jumped as a sharp market drop drove heightened volatility (source: Lookonchain). According to Lookonchain, seven companies increased their holdings by 2,003.92 BTC valued at $158M (source: Lookonchain). According to Lookonchain, Tom Lee's Bitmine purchased 41,788 ETH worth $96.95M and Michael Saylor's Strategy bought 855 BTC at $87,974 totaling $75.22M (source: Lookonchain). According to Lookonchain, Trend Research sold 53,589 ETH worth $127M, while BitcoinOG (1011short) sold 121,185 ETH worth $292M to repay a loan and was later liquidated with a total loss of $128.87M (source: Lookonchain). (Source)

According to @ki_young_ju, Bitcoin on-chain indicators remain useful for long-term trend detection, with the note that they can miss 30% moves but tend to align with 600% cycle shifts, source: @ki_young_ju on X. He states that on-chain data is best for long-term trends, while short-term price action is better handled with technical analysis on market data, source: @ki_young_ju on X. He adds that the Bitcoin bull cycle is over and expects 6–12 months of bearish or sideways movement, source: @ki_young_ju on X. (Source)

According to @KobeissiLetter, US stock market concentration is near record territory, with the S&P 500 Herfindahl-Hirschman Index around 195, among the highest readings on record (source: @KobeissiLetter). The source explains that HHI measures how market value is distributed across all 500 constituents and that higher readings signal greater concentration and dependence on a smaller set of names (source: @KobeissiLetter). For SPX traders, this implies index performance and volatility are more driven by moves in top-weighted mega caps, a direct consequence of the metric definition cited by the source (source: @KobeissiLetter). (Source)

According to @EleanorTerrett, BTC is below 80K as representatives from crypto and bank trade groups are set to meet at the White House to discuss stablecoin yield, source: @EleanorTerrett on X and Crypto in America. She adds that the SEC has delayed an innovation exemption, source: @EleanorTerrett on X and Crypto in America. The update highlights what traders are watching this week around regulatory headlines and stablecoin yield policy talks, source: Crypto in America via @EleanorTerrett. (Source)