Jason Yanowitz

The $5 billion number here is entirely marketing. Today $DFDV has a market cap of $441m with 14.7m share outstanding. To raise $5B at today's share price of $30 they'd need to issue 165 million new shares (11x today's float). Obviously that can't happen. Base case they

DeFi Dev Corp. @defidevcorp

1/ Today, we announce that DeFi Development Corp. (Nasdaq: $DFDV) has secured a $5 BILLION equity line. This gives DFDV the flexibility to raise capital when it’s most strategic, fueling continued accumulation of $SOL and accelerating growth in $SOL Per Share (SPS). https://t.co/3ep3QxuRTT

Hyperliquid

Mippo 🟪 @MikeIppolito_

New BWR dashboard for Hyperliquid is LIVE. This is far and away the most comprehensive dashboard on Hyperliquid, some details below 🧵 https://t.co/QZyTdbW1ZS

Hyperliquid

Blockworks Research @blockworksres

1/ DATA UPDATE: We're excited to release Hyperliquid as the newest dashboard on @blockworksres. Built by @0xSharples, the dashboard currently covers Hyperliquid's trading platform, spot trading, and futures trading on HyperCore, as well as a financials section that encompasses https://t.co/FYm9lD0rBI

Coinbase state of crypto starts with a bald joke. Lulu to Jeremy and Brian: “it’s clear you both go to the same barber” Incredible. https://t.co/UfZMTDSUI1

We just had a mainstage speaker slot open up. Who is your dream speaker and what's the topic? Could be a fireside, debate, presentation, or anything. Tag them and we'll make it happen. https://t.co/KYrmgz7VCY

Coinbase alumni event. There are now 100+ crypto companies founded by ex-Coinbase employees. Very dope. https://t.co/EJgBOrkxan

Blockworks launch next week:

Stripe x Privy acquisition is a great reminder of 5 things. 1) @henri_stern and team are relentless with product, there will always be a massive opportunity for founders and teams who build 10x products 2) Privy launched in mid 2021, you're still early 3) Privy launched as a https://t.co/QyVz6GXok6

RT @shaundadevens: Our @blockworksres subs already knew this was coming. Hyperliquid https://t.co/kba8TYerA0

Added 5 more exchanges to our CEX dashboard: - Binance US - Gate - Bullish - Bitstamp - Bitvavo Upbit, LMAX, and HTX data coming soon. https://t.co/6ckGTOtqXw

Cycle tops when the 0xresearch telegram hits 1k members. Until then, boccaccio mode. Higher.

Once Tether profits increase 4.5x they’ll be the most profitable bank in the world. All while having 0.05% of the workforce. https://t.co/nmber5D9Iz

yes

Crypto Texan | katana ⚔️ @Crypto_Texan

anons, are you going to be a @Permissionless in NYC? DM me. lmk.

Met with a top 5 bank the other day. They refer to tokens as "the top 4 and then everything else" BTC, ETH, SOL, and XRP Looks likely we'll get the Solana ETF in the next few months. My guess is the next ETF after SOL will be XRP. Don't shoot the messenger.

Solana ETFs incoming

Blockworks @Blockworks_

SCOOP: The SEC asked Solana ETF issuers to submit amended S-1 forms within the next week, potentially setting the ETFs on a path to approval within the next few months https://t.co/AgqO1K2oHD

Most media businesses are cooked. They're playing defense against AI, adding tools like bot-monitoring and citation tracking. I promise these will not save you. The value of a page view will trend to zero. Fighting AI is a losing game. Own your audience. Embrace AI. Or die. https://t.co/x1ZdICqck4

One week until we launch something that will make a lot of people mad at us. Half the industry will love, half will hate. See you on the other side.