The best laid plans… In the first year of the President’s second term, despite pro-crypto policies, Bitcoin fell 12%, Ethereum 5%, XRP 40%, Solana 50%, large-cap crypto 55%, mid-cap crypto 75%, meme coins 90%, TRUMP coin 93%, and MELANIA coin 99%.
“We gotta get out of this place, if it’s the last thing we ever do”… GameStop transferred all 4,710 of its BTC valued at $420 million to Coinbase Prime, prompting speculation it may sell at a loss given its higher purchase price, though the move could also reflect routine institutional custody, liquidity, or treasury management, with no confirmed sale disclosed.
Corporate Currency®??? Texas homebuilder Megatel Homes received SEC no-action relief to launch its MegPrime crypto rewards token, confirming it is not a security because it is designed for payments and consumer incentives, not investment returns or speculation purposes.
“Change is avalanching upon our heads and most people are grotesquely unprepared to cope with it”… Intercontinental Exchange said the New York Stock Exchange is developing a blockchain-based platform for tokenized equities, enabling 24/7 trading, fractional ownership, and instant settlement, with bank-issued tokenized deposits utilized in settlement infrastructure. (FYI: quote is from 1967 – Marshall McLuhan)
“You better start swimmin’ or you’ll sink like a stone”… EQT Group’s $3.2 billion acquisition of Coller Capital signals private markets maturity: secondaries hit $226 billion in 2025, set to double by 2030, as LPs demand liquidity infrastructure – now a baseline requirement for full-service private markets platforms.
Sodium nitrite, sodium nitrate, nitrosamines, polycyclic aromatic hydrocarbons, advanced glycation end products… Nathan’s Famous, the Coney Island hot dog legend, was acquired by packaged meat giant Smithfield Foods for $450 million.
Oh, stop your whining… Among the worst US equity starting points in decades: Shiller CAPE near 40 versus a 17 long-term average, forward P/E at 21 and trailing P/E at 25 versus long-term norms at 16, S&P 500 profit margins around 12% near records, top-10 stocks roughly 40% of index weight (tech-heavy), dominant passive flows, and political polarization at post-WWII highs.
But!!! Ethereum’s network hit a record 2.8 million daily transactions and 12.6 million new addresses in 30 days, but researchers say much of this surge was due to mass address-poisoning scams enabled by the platform’s new lower fee structure.
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