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STRC Depeg and How Saylor's Sale Shocks The Market
Michael Saylor selling 32 BTC shattered the "never sell" HODL narrative, triggering a sharp depeg of STRC preferred stock and cascading collateral crises across DeFi protocols like Apyx and Saturn
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Going All In on Variational
Thoughts on the upcoming $VAR airdrop, detailing the platform’s $50 million Series A funding, cumulative volume growth, and the launch of real-world asset perpetuals.
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Unmasking the "RWA" backings behind Altura
Inessa Holding LLC-FZ is a $450M "black box" entity providing the vast majority of Altura RWA’s backing while operating at the center of a massive UK fraud investigation and a full FCA asset freeze.
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Perps DEX War (5/5): Trade.xyz On-Chain Stocks and Commodities
Trade.xyz expands on-chain trading beyond crypto by enabling 24/7, self-custodial trading of equities, commodities, indices, and perps on Hyperliquid.
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Tet Reflections and Navigating the Market
Back from a restful Tet, I’m avoiding the market chop and keeping my liquidity ready for a potential Bitcoin dip into the $50k range.
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Perps DEX War (4/5): EdgeX Institutional Orderbook Model
EdgeX is a major contender in the perps landscape with its institutional-grade orderbook DEX, StarkEx-powered hybrid architecture, speed-focused design, and aggressive tokenomics.
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Perps DEX War (3/5): GRVT Hybrid Validium Model
GRVT is betting that the next perp DEX winner won’t feel like DeFi *at all*, combining CEX-level speed, performance, and liquidity with self-custody via ZK Validium.