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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.

matthew sigel, recovering CFA
matthew sigel, recovering CFA kirjasi uudelleen
ETFs & treasury cos have bought $19bil eth this yr…
$7bil ETFs
$12bil cos
“Btc dominance has started to fall meaningfully as banks, fintechs, & corporates embrace stablecoins, many of which will be settled on open-source blockchains like eth” -@matthew_sigel
via @sidcoins
43,33K
Stone Ridge just bought $1.3B of Oklahoma energy assets from ConocoPhillips, bringing its portfolio to 11+ GW.
Oklahoma is shaping up as prime territory for bitcoin miners.
$OGE, which we own, is right in the middle of it.


matthew sigel, recovering CFA30.4.2025
$OGE, the $9B Oklahoma utility that flagged Bitcoin miners as a 2024 growth driver, just reported Q1 commercial demand up 28%.
Load growth accelerating ⚡️🔌

4,58K
🚨 Harvard (new position) & Brown Universities (increased position) Both Bought Bitcoin ETFs Last Quarter

MacroScope9.8. klo 04.32
In an SEC filing today, Harvard Management Company (Harvard University) reported owning 1,906,000 shares of IBIT as of June 30 (valued at $116.6 million).
This is a new position.
This is a hugely important ownership disclosure.
Filing:
4,53K
Anyone can spin up a regulated, branded stablecoin with the Agora stack

Agora8.8. klo 20.54
Stablecoin launchpad built @withAUSD debuts on @SuiNetwork!
We love our builders! Launch your own branded stablecoin permissionlesly in minutes.
3,43K
🚨Softbank +10% to ALL TIME HIGH
Vision Fund profits accelerate on IPO momentum.
Announces will buy Foxconn EV factory in Ohio to kickstart Stargate AI venture.
Stock has doubled since April.


matthew sigel, recovering CFA10.6.2025
SoftBank is an IPO vending machine: Bitcoin-focused TwentyOne Capital is already out (≈1 % of NAV). Next up: Klarna, PayPay, Chime, Fanatics.
Yet 9984 trades at record 65% discount to NAV. Shares +5% today says someone finally noticed & betting IPO window stays open.

5,43K
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