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The Narrative Collapsed and Ethereum Is Cheap. Is ETH finally a buy? The Ethereum options market is seeing unusually large put buying activity, with the $1,800 and $1,900 strikes attracting flows running approximately five times above normal levels. Since issuing our high-conviction short on May 16, 2026, Ethereum has declined 10%. But our bearish thesis predates that call. On October 31, 2025, with ETH trading at $3,800, we identified Ethereum as the smarter hedge. Prices have since fallen 47% (see also our interview from November). The thesis was always fundamental. The market is simply catching up. In early April 2026, with Ethereum trading near $2,000, we revisited our fundamental view, examining whether the conditions for a buy had emerged and what the real structural issues were. Today, we return to that question. Ethereum is cheap. But cheap is not the same as a buying opportunity. Fundamentals ultimately determine price; marketing narratives can only sustain a divergence for so long before reality reasserts itself. We have seen that cycle play out once already. So what has changed? Let us approach Ethereum from a different angle entirely. See our full report below.

When Elon Musk hilariously trolled the BBC interviewer. Elon Musk: "Do you like BBC?" Interviewer: "I see what you are doing, I am not going to respond to that" Elon Musk: "Surely you like BBC, come on" Interviewer: "I am not engaging" 😂😂😂 @elonmusk

.@Solana is cementing its next phase of blockchain distribution by investing in verticalization and challenging traditional mobile players. With a decentralized app store and hardware designed to run on the Solana network, it’s positioned to reach users in ways that no other crypto network has before. FC partner @alemartcard interviewed @toly, co-founder and CEO of @Solana, at Accelerate 2026 a couple of weeks ago. Watch our full interview here to learn more about his journey as a founder, what went into building Solana, and what's next for the platform:

🗡㌠ｸﾞｧぁﾝぁﾝ(雑誌)𝐝𝐞𝐛𝐮𝐭😃⁉️⁉️⁉️えっ😃😃⁉️⁉️っぃに ゃるの❓"愛と𝒔𝒆𝒙特集"ｳｫ………😱‼️💦💦大丈夫❓🔞にならなぃ🥵🤚❓ま、ァ🚕はぃっでも𝒊𝒏𝒕𝒆𝒓𝒗𝒊𝒆𝒘🎤受ける覚悟ば出来てるからね😅👍(⬅️何故 相手ｸﾞｧお前前提㌨か。)

What if you trained an AI to recreate CryptoPunks? It would fail. That failure is the art. That's what @MichaelHirsch built with Slonks. Full interview in the next tweet 👇

INTERVIEW: near:native’s AI Money Thesis—Intents, Privacy, & Tokenomics | Sal Ternullo @NEARProtocol keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. @sal_ternullo, CEO of @svrn_ai, joins us to explain why he thinks this is not another NEAR pivot, but the original thesis finally coming into focus. They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset. [TIMESTAMPS] 0:00 Intro 2:23 Why NEAR Keeps Showing Up 3:58 Pivot or Return to Roots? 5:34 The “AI Money” Thesis 7:47 Intents, Zashi, and Real Product Market Fit 9:31 Tokenomics, Buybacks, & Value Accrual 12:39 NEAR’s Different Approach From Ethereum 15:54 Fees, Scaling, and First-Party Apps 20:57 Cross-Chain Liquidity as NEAR’s Moat 25:14 The Contrarian Investor Case for NEAR 28:20 Privacy, Enterprises, and AI Agents 36:25 What SVRN Is Building for NEAR 42:48 Investor Sentiment & Final Thoughts

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.@Broadridge's Chief Product and Digital Assets Officer German Soto Sanchez talked with Leah Callon-Butler at Consensus Miami to break down how Broadridge is uniquely positioned to connect traditional and digital financial ecosystems. Key takeaways from the conversation: - DLR proves it works - Governance is the unlock - Wealth firms need infrastructure, not just access The next phase of digital assets won't just be about putting assets onchain. It will be about ensuring traditional and digital assets operate seamlessly together at scale. Hear more in the interview.