nocommas

there is still a possibility that lighter becomes the engine for bitstamp ofc speculation this is a healthy dip

i opened my @RobinhoodApp and it prompted me to register on their new social view the superapp for all traded anything anywhere is the product all of these companies are working towards pumpfun is doing it as well robinhood started traditional market coming onchain via rwa pumpfun and other crypto first products are setting up rails to onboard offchain via tokenized equities exciting times for crypto as a whole

INTEL: CFTC Chairman Selig says markets must prepare for "mass tokenization" of stocks, bonds and collateral

here is my short pitch on base:0xf1e9baa65d418a9025e1851dd2d37f1ad208bba3 most people are pricing this as an encrypted chat coin @ratspeakorg is a transport-agnostic encrypted mesh with an app layer on top. the network underneath is reticulum: cryptographic identities, no accounts, no phone numbers, no dns, no required cloud. packets hop over lora, bluetooth, wifi, tcp, i2p, whatever can move bytes. @defidude (prev kyber/aave/builda) has been shipping this a native desktop/mobile app on testflight, handheld firmware for t-deck / cardputer, rust protocol crates, experimental p2p voice, store-and-forward offline inbox, channels, games, bots. why this is bigger than chat: -whatsapp sold for ~$19b as a cloud messenger with phone numbers. -signal/telegram proved people will pay a privacy premium. -ratspeak sits under that stack layered tam i actually care about: -$6b consumer encrypted messaging (signal/telegram/whatsapp replacement path -$2.8b off-grid / public-safety mesh. disasters, blackouts, contested networks. -lorawan already sits on 100m+ deployed devices -growing agent-to-agent comms. this is the sleeper other novel use cases people are already talking about: -builders hosting pages, git, bots, apps on the mesh -sepolia txs over the mesh with a helios light client. offline-ish ethereum -@AskVenice inside ratspeak: venice api key powers an agent reachable through e2ee mesh, including from a device that is not on the internet as long as some hop on the path can reach the agent host agents are about to be economic actors. we need to be able to access them offline as well. here is how it stacks up against other crypto projects: -venice base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf = private inference product -dolphin base:0xed664536023d8e4b1640c394777d34abaff1df8f = decentralized inference supply $RATSPEAK = private transport + identity + offline deliver pod answers where does the model run. venice answers how do i get private intelligence. ratspeak answers how do two agents (or a human and an agent) talk without a server the winning crypto breakout into ai case is private inference + encrypted offline mesh communication a16z 2026 trend list is basically privacy + agents + machine-native payments: -privacy as crypto moat: reticulum encrypts the outgoing packet -agents/ai: the mesh is a permissionless inbox for agents -crypto as internet infrastructure -machine payments / x402 need a durable channel like ratspeak crypto next rail is internet infra. agents still assume always on cloud. @ratspeakorg is the encrypted comms layer a human, a handheld, and an agent can share when that assumption breaks

this is an amazing writeup that echoes much of my original thesis on ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 a lot of details on the latest @Uniswap actions and its economics you should pay attention

The most bullish AMM news today is not the official statement, but the comment letter from SEC Commissioner @HesterPeirce that went along with it “Truly decentralized systems that are driven by autonomous software… do not need need an exemption” (Aka normal permissionless Uniswap) The exemption applies to permissioned pools on Uniswap v4, creating a pathway for compliant trading in the US for assets and users where this is needed This can be incredibly useful for amm adoption, and we will be submitting a comment letter with proposed improvements sec.gov/newsroom/speeches-st…

Tree News: SEC APPROVES TEMPORARY, CONDITIONAL EXEMPTION TO ALLOW LIMITED TRADING OF TOKENIZED STOCKS ONCHAIN: SEC Tree News: 美国证券交易委员会批准临时有条件豁免，允许在链上有限度交易代币化股票：美国证券交易委员会

ROBINHOOD EMPLOYEES CHARGED WITH COMMODITIES FRAUD FOR INSIDER TRADING ON HYPERLIQUID: DOJ

Looking to start a research based type fund esk where we discuss trade ideas biweekly/monthly. The focus being high conviction plays mainly stocks/major market themes and events that will affect the upcoming months/ years. There is a huge real gap in information and between casual stock/major talks vs researched conviction ideas that you can form by doing this I'm looking to start this very soon if you are interested please let me know and follow @WBSwanfund