Tego retweeted
public BTC miners dumped 32,000 BTC in Q1 2026. that exceeds all of 2025 combined. they're producing at $78k cost while spot sits at $63-65k, losing $13-15k per coin mined. sell ratio hit 79% of production vs the historical 30-50% range. this is full capitulation mode. 20% of global hashrate is now underwater. when those rigs go offline and difficulty adjusts down, survivors become profitable again and the forced selling stops. watch for a 10-15% hashrate drop as confirmation. every prior cycle this level of miner liquidation marked the local bottom. the BTC is transferring from operators who can't hold to buyers accumulating below $65k through OTC. supply redistribution at scale
You see trump bull talking crypto, and you dont believe him after what he has been doing to the US stock market?
Tego retweeted
Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry
This is probably the most asymmetrical in the space right now. I keep adding and staking every month $JUP
jupiter generates $1m daily fees at $587m market cap. coinbase does $3m daily at $65b. jup just shipped payment rails across asia-pacific with zero merchant fees and swift integration. they're processing more volume than 90% of solana combined but trading at 1/100th of comparable payment processors. token down 58% from highs into their biggest product launch ever.
Tether reviving the gold standard. Good step back honestly. Since the dollar decoupled, regular people have been the ones paying through inflation with no easy access to real stores of value
Long term gold won't stay scarce forever I think, but a move in the right direction
Tego retweeted
🎙️TETHER CEO ARDOINO: 'WE WILL BECOME THE GOLD CENTRAL BANK IN A POST-DOLLAR WORLD'
Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week, now holding 140 TONS of Gold stashed in a nuclear bunker.
R3 is tokenizing Wall Street assets on Solana. coindesk.com/business/2026/0…
While Solana's RWA TVL surpasses the $1b milestone (325% YoY. )
This is what you should be looking at when markets bleed.
Tego retweeted
1/ Introducing Kamino Meta-Swap
Delivering the best price execution for any token swaps on @solana—aggregating across all major routes, while introducing a brand new RFQ system powered by @PythNetwork Express Relay
Now live at: swap.kamino.finance
