‼️ RAN NEUNER PREDICTS AI AGENTS WILL BRING GLOBAL MARKETS ONCHAIN. @cryptomanran says a recent BlackRock report supports his thesis that blockchain rails are better suited to AI agent payments than traditional financial infrastructure. “All markets are going to come onchain.” “They're going to be traded not by humans, but by AI agents.” “AI agents that have a trading velocity that is infinitely bigger than what humans can currently comprehend.” Ft. @blockworksDAS

‼️JUST IN: solana:suifhC9gU1VbJAPYPTBkHJyyyStKGLLYPVDTmPoqbvA THREAT MONITOR FLAGS RISKS IN REAL TIME. @EmanAbio says Sui Threat Intelligence is already monitoring the network, with free developer access and validator integration planned. “Audit is just the beginning.” “An always on system that is monitoring the network in real time.” “Giving real time threat analysis to traders.” “The plan is to make this available for developers so they can start using it for free.” “Validators themselves can give a trust score or a risk score to that transaction.” Ft. @cryptomanran Full Interview: youtu.be/Juwr2XEqzYE

HEDGE FUNDS PROFIT FROM RETAIL’S EUPHORIA. @MunchingMoez warns that access to news and information can make traders overestimate their edge. “People believe they have an advantage more than they do.” “Funds are successful because we're taking advantage of that euphoria.” “We're like the casino.” “For the most part, people leave that game a little more disgruntled than when they came in.” Ft. @APompliano

‼️ SPACEX WILL BE THE FIRST $100 TRILLION COMPANY @cryptomanran says Musk’s projection sparked excitement, alongside an even bigger prediction from futurist Peter Diamandis. “Elon's talking about a trillion dollars in revenue by 2028.” “the first $10 trillion company and the first $100 trillion company in the world.” Full Show: youtube.com/live/Fp1TLWhvPWM

‼️ JUST IN: CAMERON SAYS ZCASH WILL WIN THE PRIVACY WAR. The Cypherpunk co-founder @cameron expects a fight over financial privacy, but says decentralized private money will prove difficult to stop. “I think there probably will be a war on privacy.” “The question is not if, it's when.” “I think that Zcash is unstoppable private money.” “So I think we will win the war.” Ft. @maxdesalle @tyler

‼️JUST IN: CYPHERPUNK CO-FOUNDER WARNS OF BITCOIN’S QUANTUM RISK. @tyler says advances in quantum computing threaten Bitcoin’s cryptography, while arguing that Zcash’s shielded transactions offer stronger protection against surveillance. “The advances in quantum will only make Bitcoin less secure.” “You can't break what you can't see.” “No matter how good the AI is, it's not going to be able to surveil that.” Ft. @cameron @maxdesalle

‼️ FOMO WILL OVERTAKE INSTAGRAM AND TIKTOK? @cryptomanran predicts social trading platforms will handle 40% of trading, with blockchain powering the shift. “40% of trading is gonna be done through some kind of social trading mechanism like FOMO.” “I believe that FOMO will soon be bigger than Instagram.” “Maybe even soon be bigger than Instagram and TikTok.” “You can only do it with blockchain rails.” 📽️: @token2049 Watch the Full keynote: youtu.be/GTaVmxLSRgY

‼️RAN NEUNER PROJECTS A 17X ALTCOIN RALLY THIS CYCLE. @cryptomanran projection assumes Bitcoin reaches $250K and altcoins gain 5.7x against BTC. “I'm gonna say the number is $250,000.” “That's a 3x from here.” “If they do, then that gives them a 5.7x.” “You get back to that magic number of 17.1.” Ft. @token2049

‼️RAN’S solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp CALL GOES FROM $0.12 TO $0.32. @cryptomanran says he’s holding after the rally, with conviction in the project’s tokenized collectibles business, but isn’t adding at the price cited. “We called CARDS for our community at 12 cents.” “Today CARDS is trading at 32 cents.” “I'm not buying it now.” Full Show: youtube.com/live/8g0Ny6Tj7bA

‼️JUST IN: CFTC CHAIR SAYS US CRYPTO MARGIN RULES ARE COMING. @ChairmanSelig says the framework would let traders pledge holdings such as ETH and SOL as collateral, with exchanges setting margin requirements in consultation with the CFTC. “You pledge those as collateral, and you can go trade.” “We're creating the rules to allow this to happen.” “This is just giving you onshore crypto exchanges something that feels like feature parity with traditional brokerages.” Ft. @bankless @TrustlessState

‼️MURAD: SMARTER AI AGENTS WILL OUTTRADE HUMANS. @MustStopMurad says increasingly capable agents will erode the human trading edge and shift opportunity toward building communities. “Everybody is going to have an Albert Einstein in their pocket.” “Mega corporate AI agents are going to be a thousand times better even.” “Eventually it's going to be 99.9% unprofitable.” Ft. @cryptomanran @token2049

JUST IN🔥: near:native WANTS AI AGENTS TO HOLD AND USE ITS TOKEN. Co-founder @ilblackdragon says agents can lock NEAR for data storage and stake it for AI inference, while intents revenue funds buybacks. “We want agents to hold as much NEAR as possible.” “If you stake NEAR, you get inference.” “As it generates revenue, it buys back NEAR as well.” Ft. @alessandrorisk Full Show: youtu.be/3jeRHYo929Y

‼️JUST IN: near:native COFOUNDER SAYS THE NEXT 100M ONCHAIN USERS WILL BE MACHINES. @ilblackdragon predicts AI agents will drive blockchain’s next adoption wave, making purchases and hiring other agents on users’ behalf. “I think it's all machines.” “Blockchain always was built for machines.” “Agents now becoming the primary user.” “AI is gonna be a front end.” Ft. @alessandrorisk Full Interview: youtu.be/3jeRHYo929Y

THE MARKET CLOSE DOESN’T END THE DEMAND TO TRADE. @JohannKerbrat points to roughly 70% of volume occurring outside regular hours as evidence that investors want to react when news breaks. “There is a lot of news happening on weekends.” “People wanna be able to have ways to hedge our position, change our strategies.” “Now they can do it with tokenization.” Ft. @cryptomanran

‼️ JUST IN: AMERICAN FORTRESS UNVEILS ITS PRIVATE PAYMENT APPROACH. CEO @MehowHacks says Safe Send routes payments through a shielded pool while preserving proof of the sender, aiming to combine privacy with verifiable fund origins. “The money goes through a shielded pool.” “Even though it went through the shielded pool, I get a cryptographic proof that it was you.” “Without any viewing.” “If you didn't send it to me, the machine knows and won't deshield.” Ft. @cryptomanran Full Interview: youtu.be/oE07AnaziNk?si=9CrB…

‼️JUST IN: RISING BORROWING COSTS ARE HITTING AI STOCKS. @cryptomanran links the sell off to higher Treasury yields, which raise the financing hurdle for AI companies. “The reason why these companies are crashing is because the interest rates are going up.” “The 10 year yield has gone from 4% to 5%.” “That might not sound like a lot.” “The government is paying 25% more to borrow now.” “It's also become more expensive for the AI companies to borrow.” Full Show: youtube.com/live/2ZTed73ZpWw

‼️JUST IN: YOUR NFT BAGS ARE F*CKED. @RaoulGMI doubts the PFP boom will repeat, though some collections may retain historical relevance and occasional rallies could still happen. “The returns were staggering.” “I don't think that happens again.” “You're gonna have to live with your wallet of shame forever.” Ft. @KevinWSHPod

‼️ TAPIERO SEES A HISTORIC DEFLATIONARY SHIFT. @DTAPCAP argues that reduced hiring needs could weaken wage pressure and disrupt the usual link between economic growth and inflation. “I think it's the biggest deflationary event of all time.” “If you don't need those people, they're gonna have to find employment.” “It's gonna be harder.” “That takes the edge off a robust economy.” Ft. @cryptomanran Full Show: youtu.be/tHMEVw5nF5A?si=laRi…

‼️JUST IN: MONUMENT BANK PLANS $300M IN SHIELDED DEPOSITS ON MIDNIGHT. The Midnight Foundation president @F_ZK_Now says Monument Bank is weeks from launch, with an initial £250 million commitment. “That's $300 million worth of cash deposits onchain, but fully shielded.” “They create a sovereign private zone within Midnight.” “Only they see, and their clients get to see.” Ft. @alessandrorisk Full Interview: youtu.be/QUsytyu2EZQ