BLACKROCK IS BUYING BILLIONS BlackRock bought $2.57B $BTC and $1.76B $ETH last week. How much will they buy this week?

It’s official: the OGN Buyback Blitz is live! 💫 Double the buybacks. ~$200K/week in new buy pressure. Stake $OGN and earn from every buyback:

gMantle, I think $MNT is quietly lining itself up as the next major breakout. While $CFX just did a 100%+ move in 1D, $MNT has been steadily climbing, but what’s coming next could be even bigger. ✨ @Mantle_Official isn’t just another L2 riding $ETH’s momentum. It’s becoming the blockchain for banking – a compliant layer that bridges fiat and stablecoins into real on-chain flows. ✨ The launch of UR, the first fully on-chain money app, is a big unlock. It merges: – Fiat on/off-ramping – FX and card payments – DeFi yield rails All flowing back to Mantle for on-chain auditability. UR is still in beta with prize pools, and will likely be Mantle’s biggest consumer gateway for mass onboarding. ✨ On the institutional side, Mantle is making serious moves: – $200M AUM in tokenized non-money market funds via MI4 + @Securitize – Strategic investment in @ReserveOne_, aiming to build the largest permanent capital vehicle for crypto ✨ Combine that with a $2.9B treasury actively deployed to fund real-world use cases, and you get a play that’s both ETH-aligned and built to last. ✨ The Genius Act just got approved and that means compliant, on-chain finance is coming fast. If you're looking for infra to support tokenized dollars, stablecoin-based payments, and compliant capital rails, this is the layer. That’s why I’m still accumulating $MNT. And once the UR app opens to the public, don’t be surprised if $MNT pulls a $CFX-style move.

➥ Smart contracts are too dumb to run the future of Web3 #AI OS makes smart contracts actually smart ngl there might be your fav projects like Theoriq + Infinit + Openledger, etc. Here’s my thesis about AI OS ↓↓↓

GM, Lately, a few people have been asking me: “Is the old altcoin cash flow cycle we’ve used in past seasons… still valid this time?” It’s a familiar question but I’m no longer sure the answer is as simple as it used to be. So let’s look at the current setup: ▫️ BTC dominance is peaking ▫️ ETH is holding its range lows ▫️ Others/BTC is back at -79% ▫️ Retail? Still missing The real question is: Is this the same pre-altseason pattern we’ve seen before or are we mid-shift into a new capital rotation structure no one’s ready for? Let’s break it down. 🧵 1⃣ The old playbook: BTC → Majors → Others We’ve seen this pattern repeat like clockwork: – BTC rallies into new highs → dominance spikes – Majors (ETH, SOL, XRP) lag at first – Mid and low caps get crushed, then explode… but only at the end That’s how it worked in 2017, 2021 and so far, it’s playing out again. Look at the charts: → Others/BTC hit -79% in the first leg of the bull (again) → ALT/BTC pairs bottomed right as BTC started its second leg → BTC.D historically tops out right now, during the consolidation before the final thrust 2⃣ But this cycle feels harder and for a reason Here’s what’s different this time: – 44+ projects waiting for TGE on Kaito (avg 2-4 months delay) – Many of these unlock in 2025, large, coordinated VC unlock waves – $1.1B of token unlocks coming next week alone (TRUMP, FTN, etc.) – Netflows are concentrated in ETH, HYPE, Hyperliquid, Arbitrum This is not the broad-based liquidity rotation we saw in DeFi Summer or Q1 2021. Instead, we’re seeing local altseasons within isolated ecosystems, not a full market-wide wave yet. So if you’re holding random altcoins waiting for them to just catch up, you might be waiting forever. 3⃣ The Ethereum signal ETH is quietly telling the story before the others. ETH/USD just reclaimed the range low, retested, and is pushing into the midrange. ETH/BTC is showing early signs of a potential macro bottom, just like 2020. In previous cycles, this was the precise inflection point before altcoins outperformed: – Bitcoin starts second leg – ETH catches up – Retail rotates to high beta alts It’s not confirmed yet, but it’s close. 4⃣ The structure risk: What if we supercycle? There’s a real risk that this cycle breaks the pattern. If Bitcoin breaks out above the historical diminishing return resistance line, the same one that capped each past cycle, then dominance might never drop the same way again. That would mean: – No clean altseason rotation – Dominance keeps rising with BTC as a macro asset – Only a few select alts perform, not the whole market Do I think that’s the base case? No. But it’s a growing probability and it changes how I manage risk. 5⃣ So what’s the play? Here’s how I’m thinking about it: – Yes, the classic altseason structure is lining up – But, there’s way more dilution, more noise, and slower rotation – The best setups are: low unlock supply + strong communities + narrative clarity Examples that fit the mold right now: – HYPE (structure, narrative, no heavy unlocks) – KAITO (InfoFi traction) – ETH (range structure + dominance pivot) – SEI, XRP, AAVE (chart + macro inflection) The rest is probably just going to bleed unless something shifts. 6⃣ Final thought: Altseason won’t come gift-wrapped There won’t be a clear tweet saying It’s altseason now Like last cycle, it’ll sneak up on you after max pain, max boredom, and max disbelief. But if you track the structure not the hype, the signals are starting to rhyme. We’re close, just don’t confuse a rotation window with a free-for-all. And always know where you are in the cycle.

gOcto, I've been exploring AI x DeFi for a while, and one recurring concern keeps coming up: can we really trust AI agents in financial decisions? Not just in theory, but provably? That’s why the partnership between @OpenledgerHQ and @lagrangedev stands out to me. ▸ With DeepProve, every signal an AI makes in OpenLedger is cryptographically proven onchain in real time. ▸ You no longer need blind trust, proofs show the math, not the promise. ▸ Sensitive data like weights, inputs, models? Still private. But every decision? Verifiable. ▸ Even attribution is covered: you know which data influenced what, and who gets credit. ▸ Speed? #DeepProve is up to 1000x faster than older ZK systems, which means this actually works at DeFi speed. We're entering a phase where verifiable AI isn’t a nice to have, it’s a requirement. For trading bots, credit agents, protocol optimizers... trust must be baked into the chain. This is how AI in crypto stops being a black box and starts being accountable infrastructure. #OctoSnapboard #OPEN

CEX listings always feel like a trap to me. Too much control in too few hands. So when I saw $TREN | @TrenFinance get wrecked post-MEXC launch, it wasn’t surprising, it was expected. But here’s what wasn’t expected: ▸ They didn’t cope. ▸ They didn’t point fingers. ▸ They fought back. The team axed the CEX path, cut ties with their market maker, and migrated the token — clean and fast. Same token, new contract, 1:1 airdrop. No insider advantage. No MM games. Just a fresh shot at price discovery. Why does this matter? Because most projects still treat CEXs as a status symbol. TREN saw through the illusion. They realized: → Liquidity without trust is just extraction. → DeFi without transparency is just TradFi in disguise. I don’t know if $TREN will moon. But I do know this: they chose to fight the system, not exploit it. And in this market, that choice is everything.

As someone tracking real-world adoption in AI x crypto, I think @Raiinmakerapp’s Pre-Launch deserves attention, not because of hype, but because of measurable traction. The $RAIIN token will officially launches July 23 on @base and @SeiNetwork, bringing a native asset to a network that already operates at scale: ▸ 450K+ users across 190 countries ▸ 42M+ onchain transactions pre-token ▸ 153K+ validator nodes ▸ Revenue from API access and dataset licensing ▸ Google Veo as a live partner The Pre-Launch phase is not just a teaser, it's a period where early participants can explore how $RAIIN connects to network roles: staking, validation, and reputation systems. This looks less like a speculative listing, more like the tokenization of an existing AI data economy.

WTF is $SCOR on Sweet ❓

Stablecoins brought dollars onchain. Now $USDY is bringing yield onchain and it’s landing on @SeiNetwork | $SEI. Let me break down why this is a big deal for you all 👇 ▫️ USDY = tokenized short-term US Treasuries + bank deposits → A yield-bearing stablecoin issued by @OndoFinance, now with $1.39B TVL and $56M+ in annualized revenue ▫️ Coming soon to @SeiNetwork, the fastest-growing modular L1 ▫️ This is Sei’s first native tokenized treasury asset ▫️ Sets the stage for a fully composable RWA DeFi layer I can see this is a stablecoin launch + an infra alignment. You might already knoww $SEI brings: – Sub-400ms finality – Parallelized EVM execution – Composability at scale – 449k DAU, 30M+ wallets, growing TVL USDY brings: – Institutional-grade compliance – Onchain yield baked into every dollar – RWA-backed stability with passive income – A new primitive for Sei-native #DeFi protocols to plug into Now imagine what this unlocks → DAOs can park idle stablecoins into USDY for real yield → DEXs and money markets can build structured products backed by Treasuries → Developers can plug into a new yield layer without needing bridges or wrappers → Users get a yield-bearing stablecoin, usable like USDC, but better Here’s why I care: ▫️ Few chains are actually integrating regulated, yield-generating dollars at the base layer and Sei just did but not everyone cares (yet). ▫️ If you believe the next wave of #DeFi needs speed, scalability, and yield to go mainstream, then I think $SEI just became the most serious RWA chain to watch.