You can be debanked. You can have the terms changed on you. On Ethereum ethereum:native, neither is possible. @joechalom, who led digital assets at BlackRock, boils the entire decentralization case down to that. No CEO, no rule changes, no de-platforming. He calls it the better analogy for the future than any cooperative or clearinghouse.

Clarity Act failing may have been best thing that ever happened to crypto… Seems like industry & regulators have shifted into overdrive over past week. Basically a two year window to upgrade financial system & first week progress hasn’t disappointed.

Bitwise published the final prospectus for a spot NEAR ETF. Ticker NRR on NYSE Arca, dated September 24. Custody is Coinbase Custody. The trust stakes its NEAR and keeps about 67% of the rewards. That part is standard for staking ETFs now, Bitwise runs the same structure on Solana. The effect is still real - inflows do not only buy NEAR on the market, they also move it into staking and out of liquid supply. When Bitwise wrote the filing NEAR was around the 27th largest asset by market cap with $272M of average daily volume. From now you can hold it in an ordinary brokerage account.

Rollup continues to dominate on YT. We are now growing at the fastest rate we've ever seen since we started 6 years ago and it seems to only be accelerating from our latest metrics. Incredible sign for our industry tbh

Robinhood Chain is an Ethereum L2, and @econoar says most people miss what that means. Building on Ethereum let them instantly plug into Lighter and Uniswap for liquidity. Meme stock pools bootstrapped millions for their tokenized stocks. This is an advantage rival chains with no Ethereum composability can't reproduce.

The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned) with @DragonflyVC's @hosseeb Timestamps: 00:00 Intro 02:21 Perps Are Still Only 1% Of Derivatives Mkt 04:17 Hyperliquid Is Trying To Be The Nasdaq 06:13 RWA Volume Already 50% Of Hyperliquid 08:27 Hyperliquid Cracked The UX Code First 10:33 Variational RFQ Model Vs Order Book 12:44 Polymarket Vs Kalshi Supreme Court Battle 16:00 Prediction Markets Advertising Blitz Explained 18:14 Kalshi Suing States To Get To Supreme Court 20:43 NEAR Account Abstraction For Every Chain 22:57 Zcash Is The Rebel Response To Bitcoin ETFs 24:59 Prediction Market Growth Curve Not Over Yet 27:23 Wash Trading On Kalshi CFTC Investigation 28:13 Haseeb Personal Investor In Zcash Wallet 29:19 Make Money Then Hide In Privacy

MY TAKE: This is so beyond bullish for any token with real revenue and buybacks. We are going to see an aggressive re-rating of high quality assets with token economics that are favorable in the new rulemaking conditions. Zoom out. $HYPE $LIT $PUMP and more.

MORE: The SEC uses the classic Howey test to determine when crypto assets and token sales constitute securities under federal law, focusing on economic reality rather than terminology. Assets fall under securities regulation if investors reasonably expect profits driven by the managerial efforts of founders or central entities. Issuers offering crypto asset securities must provide tailored disclosures beyond traditional models. This new guidance mandates clear reporting on token mechanics, network governance, cybersecurity vulnerabilities, concentration of token ownership, valuation methods, and promoter involvement. Absolutely massive for transparency and legitimization of this industry. This new guidance also distinguishes basic network validation from pooled staking services, liquid staking tokens, or yield-bearing stablecoins, which carry a heightened risk of being classified as investment contracts. Additionally, traditional assets tokenized on a blockchain remain fully subject to standard securities registration and compliance rules. A security onchain is still a security, big surprise there… I digress. This is absolutely massive for clarification of the rules, and the SEC is coming in big time post-CLARITY failure. Absolutely love to see it.

If I'm right and we'll head into the next stage of the bull market soon-ish We'll have one big price event where most things reprice all at once That'll be the sign for most sidelined people that we are indeed in a bull market Which is as usual late but that's just how it goes

Automated Leverage for @MidasRWA's mF-ONE and mGLOBAL, managed by @FasanaraCapital, is now live on Gearbox Eligible users can access one-click leverage and one window redemptions by borrowing @fraxfinance's frxUSD No waiting, no looping: real RWA leverage. Curated by @kpk