Твит 1/34 Империя подсетей: Avalanche Полный разбор Три недели я глубоко изучал эту сеть — от технической архитектуры до реальных корпоративных внедрений на высшем уровне. Это не очередной обзор. Это подробная фундаментальная работа. В конце треда я дам все ссылки на девять моих презентаций в Gamma, чтобы вы могли изучить любую тему максимально глубоко. Полная видео-версия выйдет 20 июня: youtu.be/9K1BXFDJ8l0

We believe @Zcash $ZEC is the first privacy protocol to participate in a full @AnthropicAI Mythos-level audit Grayscale Zcash Trust (Ticker: $ZCSH) is the only pure $ZEC exposure available in certain U.S. brokerage accounts. See important disclosures and learn more about $ZCSH: grayscale.com/funds/grayscal… x.com/zooko/status/206554197…

in case this wasnt enough, zcash has upcoming: - 3 parallel formal verifications in progress - ironwood pool supply verification - quantum proofing - tachyon pool with formal verification and simpler arithmetic - 10x higher scale - 10x miners coming all within *this* year

BREAKING: T. Rowe Price just received approval for its Active Crypto ETF. We're talking about one of the largest and most established asset managers in the world, with roughly $1.7 trillion under management. The fund's eligible assets include BTC, ETH, SOL, XRP, ADA, AVAX, LTC, HBAR, LINK, XLM, and others. At the same time, DTCC recently announced connecting its tokenization infrastructure to public blockchain networks rather than building a completely isolated system. The CLARITY Act hasn't even passed yet. But the positioning has already begun. For years, critics argued Wall Street would simply build private chains and bypass crypto entirely. Instead, we're watching traditional finance increasingly integrate with public blockchain infrastructure. When regulatory clarity arrives, crypto is about to become the foundation of the financial system itself.

🧵 Ethereum. Algorand. Stellar. All three were named in VersaBank’s latest SEC filing. Not for a new cryptocurrency. Not for a stablecoin. But for tokenized bank deposits. And that could become one of the most important blockchain adoption stories of this decade. 👇 @VersaBank recently provided an update to the @SECGov regarding its Digital Meteor initiative and Real Bank Tokenized Deposits (RBTDs), formerly known as Digital Deposit Receipts (DDRs). The filing states that these tokenized deposits may be generated and recorded on public blockchain networks including: • Ethereum • Algorand • Stellar That is noteworthy. Unlike most digital assets, RBTDs are not designed as stablecoins. VersaBank describes them as tokenized deposits representing actual demand deposit liabilities of the bank. In simple terms: This is bank money moving on-chain. According to the filing, each RBTD would represent either a CAD$1 demand deposit liability of VersaBank or a US$1 demand deposit liability of VersaBank USA. The deposits remain liabilities of the bank while ownership and transfers are recorded on public blockchain infrastructure. That distinction matters. Stablecoins are typically issued by private companies and backed by reserve assets. Tokenized deposits originate directly from regulated banking institutions. As a result, many industry observers view them as a potential bridge between traditional banking and blockchain-based financial infrastructure. VersaBank’s filing suggests the bank sees public blockchain networks as part of that future. The proposed use cases include: • Payments • Settlement • Digital asset custody • Mainstream financial applications This is not a speculative crypto experiment. It is a regulated financial institution evaluating how banking products can operate on public blockchain rails. The choice of networks is also notable. @ethereum remains the dominant smart contract ecosystem. @Algorand has established itself as infrastructure for institutional tokenization initiatives. @StellarOrg has built a strong presence in cross-border payments, tokenized assets and digital dollar infrastructure. Seeing all three referenced in the same filing highlights how financial institutions are evaluating multiple public blockchain networks for real-world deployment. The broader implication extends beyond any single blockchain. For years, the industry focused on tokenizing assets such as funds, bonds and real estate. Now the conversation is beginning to shift toward the tokenization of deposits themselves. That represents a fundamentally different stage of adoption. Whether VersaBank ultimately launches these products at commercial scale remains to be seen. However, the message from this filing is clear: Traditional banks are no longer asking whether blockchain can support regulated financial products. They are actively evaluating which blockchain networks will support them. And Ethereum, Algorand and Stellar are already part of that conversation. Source: SEC filing dated June 3, 2026. 📄 Great research, @algerstmehn. 👏 Credit where credit is due.

Here is on-chain transaction count vs market cap for both Bitcoin and Zcash. The Bitcoin tx count vs market cap chart (orange) is genuinely beautiful and a very clear story. Bitcoin market cap has had a clear relationship to transaction count over time (even though it has been a winding path). Zcash has a much less direct relationship. Lower coefficients, less slope to the chart. A few things I notice: 1/ Zcash never had the low transactions or low market cap periods that Bitcoin did. It started higher and stayed higher. Zcash has spent its entire life in a narrow part of this chart. 2/ If you just use the regression lines, Zcash at 10k transactions/day would be valued at $1.5 billion, vs Bitcoin at $103 million. 3/ One interpretation is that Zcash is overvalued given its transactions. Another is that Zcash might be given more more value per transaction by the market. On the "more value per transaction" case: Zcash entered a more mature crypto ecosystem. For much of its history Bitcoin was the only crypto available to transact in. Today people can transact on over 100 chains. It is also the case that Bitcoin inherently generates more transactions given the transparency of the chain. Dust attacks, mixer transactions and UTXO moves for privacy reasons are less likely on Zcash. I am interested to see how this relationship plays out over time. If/when Zcash hits 100k transactions/day, where will the price be? P.S. Thank you to @mkuegi for the inspiration to make this chart and for help interpreting the results.

RT @zooko: x.com/i/article/206631948652…

🚨 INSIGHT: Researchers say Ethereum users could add quantum-resistant account protection for as little as $0.07 without a hard fork.

Another huge week of adoption wraps up across the @avax ecosystem🔺 Tokenized assets expanded, new products launched, and ecosystem activity kept accelerating. Here's what happened: 🔺 TradFi is bringing up to $650M in private credit onchain through @avax, with @w3arew3 powering capital workflows for US equipment financing across manufacturing, industrial and residential solar sectors ~ @MorganKrupetsky 🔺 @DinariGlobal dShares went live on Avalanche, bringing 350 tokenized U.S. equities backed by real shares to eligible users across 85 countries. 🔺 @avat_co AVAT began trading on Nasdaq under the ticker $AVAT, bringing Avalanche exposure to public markets 🔺 Avalanche RWA transfer volume surged 11,700% over the last 30 days ~ @RWAFoundation_ 🔺 @AvaxTeam1 surpassed 3,000 applications across 80 countries, highlighting growing global interest in Avalanche's community builder network. 🔺 Avalanche was recognized in @FortuneMagazine's inaugural Crypto Top 100 list. 🔺 @AvalancheFDN's Call for Research Proposals received 150 applications focused on tokenomics, validator economics and network security. 🔺 @AvalancheFDN introduced a new three tier verification system for Retro9000 Round 4, allowing verified users to directly influence project leaderboard scores. 🔺 @AvalancheFDN welcomed @MSzluinska as Chief Operating Officer, bringing deep experience in operational delivery, governance and blockchain infrastructure. 🔺 @YourGrails surpassed $120K in closed beta pack volume after selling out Pokémon TCG packs, highlighting growing demand for consumer focused applications on Avalanche. 🔺 @BundieDefi launched on Avalanche, bringing yield generating vault strategies and an Avalanche Rewards Campaign for eligible users. 🔺 @VistaPex launched on Avalanche, bringing CEX style perpetual trading backed by onchain settlement and ZK proofs. 🔺 @pangolindex launched $SPCX perpetuals on PangoPerps, expanding trading opportunities around tokenized SpaceX exposure on Avalanche. 🔺 @EXTRA_SAFE_CHAT entered closed beta, giving early testers a first look at encrypted chat based payments built on Avalanche, where money can be sent as easily as sharing a photo. 🔺 @TheGrottoL1 introduced live streaming tools, allowing users to attach streams to games, assets, NFT collections and tokens, with built in clipping features for sharing content. 🔺 @ammomarkets is coming to Avalanche, aiming to bring tokenized ammunition markets onchain. 🔺 @TippiklLabs was featured on @coreapp Discover, expanding visibility for its creator focused tipping platform built on Avalanche. 🔺 @even_biz, built on Avalanche, was featured in GBBC's 2026 Real World Blockchain Use Cases Handbook. 🔺 $AVAX was integrated into @ChangeNOW_io, expanding access to Avalanche's native token for swapping, staking and participation across the ecosystem. 🔺 @kokomo_games launched its World Cup Prediction Challenge with a $2,000 prize pool, including $AVAX, NFTs, bonus cash and Avalanche Summit tickets, driving community engagement across the Avalanche ecosystem. 🔺 @AvaxTeam1 continued expanding Avalanche education and onboarding efforts, with @Team1VN bringing its university tour to students across Vietnam, while @Team1NG introduced students at the University of Ilorin to @coreapp and real USDC payments on @avax through hands on onboarding and live transactions. 🔺 @Team1TUR brought 120 students together at the fifth stop of its university tour, with support from @garantibbvakrp to advance blockchain education across Türkiye 🔺 @TippiklLabs showcased a real world creator economy use case as @FortBlockGames used the platform to reward a community member, highlighting onchain support between builders within the Avalanche ecosystem. Adoption is no longer a narrative. It's happening on Avalanche 🔺

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox. She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is something nobody saw coming. AMD’s Ryzen AI Max 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack. Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback. The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price. Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build. This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them. The first thousand people to figure this out will own the next two years of private AI consulting. Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

BREAKING: Aave is launching a consumer app that lets users deposit directly from a bank account into the protocol. Early users report funding from Chase to Aave in under five minutes. Per @parisrouz

I am so done with $AVAX What are they even doing? The Avalanche Foundation sold $AVAX to insiders at a 23% discount. Insiders IPO'd the vehicle on Nasdaq. $AVAT crashed 38% on day one 😄 This is not a coincidence. > $AVAT was built with Ava Labs fingerprints all over it. > Emin Gun Sirer is a personal investor. > His own Chief Business Officer sits on the AVAT board. > Dragonfly, Pantera, Galaxy, and VanEck are all in. > The Avalanche Foundation cut an exclusive deal giving AVAT discounted tokens at a 23% markdown plus 18 months of priority access to future Foundation sales. >The most connected AVAX vehicle ever assembled went public and got sold into the ground before the closing bell. 👉 Meanwhile the Foundation has been running quarterly unlocks the entire time > Roughly 1.67M AVAX per event, dripping supply onto the market while $AVAX trades at 5-year lows. Team tokens have been fully liquid for years. > On-chain, DeFi TVL sits at $468M, which is under 5% of the $10B peak from 2021. > Activity ticked up in early 2026 with some DAU records, but none of it has moved the token or attracted capital back in. > Usage without price is dangerous place to be. 👉 Now a lot of you will call out for being bearish, I know that there is a Bull Case here as well. > The bull case is that $1B of institutional buying pressure has not even hit yet. > The bear case is that insiders structured a discounted exit, dressed it in treasury narrative, listed it publicly, and the public said no on day one. > Both cases are on the table. But only one of them happened in real time, in front of everyone, with price discovery so I will choose the second one for now.

I put my entire life into Cardano. My time, my expertise, my savings. I’ve literally gone all in, and for over 5 years now. No salary for 3 years, along with my co founder, and every payroll was paid on time. This isn’t meant as a guilt trip just context towards my reality. I forced my cofounders to envelope the ‘entrepreneur mindset’ and make sacrifices to make our vision of Anvil work. I thought we were in good company in Cardano. A bunch of scrappy, smart people who are building the future financial rails of the world. Unfortunately, not everyone was living like starving entrepreneurs and looted our community/treasury while keeping cushy salaries. Now the price is in the teens…and we can’t even get contracts on Cardano to sustain our business, with no indication that change is coming, all community business proposals are not passing atm. I gave up my 30s for this. I had a great career trajectory making solid money. I don’t regret the decision I just wish it went different. Believe it or not, we didn’t make many stupid decisions, we were responsible with salaries, and ran very lean operations. Did we fail? Or did Cardano fail to flourish and create real opportunity? I bought Ada, I believed in the token. I dropped my 401k on it. Held it religiously for 5 years, all to sell at .16 so I don’t lose my house? It’s insane lol was I supposed to sell on everyone’s heads? I thought being a believer was the whole point now I just feel like a sheep. I don’t even have the 100k Ada required anymore to go straight to the treasury. The only thing I can think of that hurt worse were my kidney stones. This is the most defeated I have felt in a long time. And now I’m watching 8 months of hard work and relationship building get thrown away. Can’t get a hold of half the DReps otherwise you come off as annoying. Didn’t do a Japan tour? Good luck! I had to waste 6 days explaining to one of our top DReps why the product needs Cardano. He basically said we didn’t need to use blockchain or cardano. Instead of explaining the value we create I gotta convince our top DReps why a project chose to build on Cardano? 🤯 Im not perfect but I damn sure tried to be! Answered everyone promptly, reached out to DReps, and did our best to listen/apply feedback. I show up everyday. Can someone explain to me why I should keep trying to build here? I’ve legit lost everything but my wife who isn’t getting any happier with me. Today is the first day I work towards getting my life back. IDK exactly what that means but I’m done feeling like this for nothing.

History always repeats itself.

If The Big Short was made in 2026

У $dash есть хороший дашбоард. В закладки dashscan.io/

Avalanche Treasury shares fall 38% on Nasdaq debut after $675 million merger theblock.co/post/404523/aval…

BREAKING: Dinari’s tokenized U.S. equities are now live on Avalanche C-Chain. The launch brings 350 tokenized stocks, ETFs, and REITs with 24/7 access for eligible users across 85 countries.

Aave's annualized fees have now almost surpassed $AAVE market cap. Aave annualized fees: $945 million AAVE market cap: $980 million Insane to see this.

🏎️ The Turbo Sprint is LIVE! $12,000 USDC in prizes 3 days. 10 rewarded ranks. 15 flash race winners. Buckle up 🧵

🚨CRAZY: 🇺🇸Coinbase just CONFIRMED Washington is preparing to accelerate crypto rulemaking around the $30,000,000,000,000 U.S. financial system IMMEDIATELY after the CLARITY Act passes.