If the US *actually* wants to be the Crypto capital of the world they would abolish capital gains tax on Crypto. Otherwise people will continue doing business in crypto tax-free jurisdictions like Singapore, Dubai, etc. for obvious reasons.

It's a real pleasure to be backed by @FinalityCap. They’ve believed in our team and what we’re building since the very first conversation. STEM

As @eigen_da launches v2 with increase from 15MB/s to 100MB/s throughput, I want to dive deep into how EigenDA achieves this compared to v1. In v1 (original EigenDA): • When L2's sequencer sends a block to EigenDA, the disperser (within EigenDA) erasure codes blob into chunks (smaller blob pieces). • Chunks are sent to different storage operators. • Each storage operator processes their own set of chunks (smaller blob pieces), so there are no two operators who process the same chunks. • This approach enables horizontal scaling: more operators → more chunks can be processed → higher throughput → higher TPS. In v2 (new EigenDA): • EigenDA separates metadata (blob headers) and data (encoded chunks) communication. The disperser sends only blob headers to DA nodes, which validate payment and rate limits before requesting data payloads. • Data encoding is streamlined by standardizing blobs to 8192 chunks, making encoding stateless and less complex. Data is encoded once for all quorums, reducing redundancy. • LittDB (specialized DB) was designed for fast, reliable key-value storage on standard hardware. It forgoes data changes and complex transactions, focusing on sequential data expiration to support scalability requirements. @fuel_network and @aevoxyz are already live, but as I wrote in my previous article, EigenDA is not limited to rollups and crypto at all, it is also infra that supports data throughput needed for any software in general.

The Goldman x BNY Mellon tokenization effort is more significant than it first looked. Per JPMorgan analysts, the fund families participating represent 46% of the taxable money market fund industry. That’s a serious push.

1/ What could $BMNR be worth? Here’s a few hypothetical scenarios to think about the value of the largest and fastest growing Ethereum ($ETH) Treasury company, @BitMNR

All property becomes cryptography. Let me explain why. (1) First, right now, trillions of dollars worth of digital gold is secured onchain. Bitcoin is now valued everywhere there is an internet connection. And no matter what political faction you're in, everyone agrees on the raw fact of who owns what amount of BTC. (2) Next, right now, the full legalization of stablecoins means that every other asset goes onchain. Because if there is a legal status for onchain currency, of course there's a legal path for onchain stocks, onchain bonds, and every other type of financial asset. (3) So, that's a lot right there. But there's actually a next step. As you can see from the video below, this door can also be secured with an onchain smart lock. That means the door to your house can be secured by crypto. So can the door to your car. (4) Indeed, any door can be secured in this way. The door to a plane, to a train, to a boat, to a building. Any door can be secured onchain. (5) But this is really more than the keys to your car door. It's really the keys to your car itself. The digital signature starts the engine. And that means any piece of capital equipment, from cranes to drones can be similarly secured. (6) That includes the humanoid robots, the sidewalk robots, the self-driving cars, and just about anything that's controlled electronically. Which is almost everything. (7) There are exceptions. The food on your plate, the shirt on your back, those can't and won't be secured onchain. But that's actually a negligible fraction of value in the world. (8) For everything else, for 99%+ of what's valuable, for every financial asset and every capital asset, we will secure it onchain. (9) And the reason we'll have to do that is that the blockchain is the only truly secure backend. The Pentagon gets repeatedly hacked, as do many web2 services, but scaled public blockchains do not. (10) So: even the control plane for the drones goes onchain. The blockchain is the basis by which we can build a code-based order on the Internet, a new kind of global economic union that allows anyone with an internet connection to access world-class monetary policy and contractual equality. All property becomes cryptography.

Per the WSJ, companies have raised $86B to buy #BTC and other crypto tokens since the start of 2025 - more than double what was raised in U.S. IPOs. Crypto is no longer a niche. Every Wall Street firm is paying attention and working on a strategy.

There’s a strong argument that @BitMNR is trading at a 1x NAV multiple TODAY. @fundstrat just said $BMNR is doing $100m of net income (from staking etc). Put a 25x PE multiple on that and its $2.5b of value plus the $2b of ETH they hold equals the $4.5b market cap before any additional buys.

🚨 Breaking news: @GoogleCloud is integrating Self's proof-of-humanity ZKPs to bring new use cases powering AI adoption & Web3 innovation for human users 🧵 Read more about how Google Cloud & Self are ushering in the era of data privacy ↓

@FinalityCap is proud to back @BitMNR! Congrats to Tom Lee of @fundstrat and the @BitMNR team on this deal!