Crypto didn't wait and that's the whole story While traditional markets were still "monitoring the situation," @binance and @tradexyz already had markets live around the narrative For years crypto was the follower. now it's doing the pricing

[ON-CHAIN WALL ST. Daily — May 21] ⚡️ Yesterday's Market Pulse - SpaceX S-1 is public, IPO confirmed - Binance enters the pre-IPO market - Wall Street is tokenizing. Regulation is the ceiling Full breakdowns & sources below👇

Market changed. Had to step away for a bit and learn the new flow. Back behind the bar now, mostly bridging TradFi and crypto. Rough market. Still we’ll survive it.

WE FINALLY KNOW WHY THE MARKET CRASHED ON 10 OCTOBER AND WHY IT JUST CANT BOUNCE! We never really understood why the big crypto crash started on October 10th and why we couldn't even get a single meaningful bounce! Today the answer seem simple! Let me break it down. 1. DAT's like MSTR, BMNR and others have been one of 2 big buyers that powered this cycle. 2. The DAT game is simple, you need to be the biggest so that you get into the big indices and when you do, passive index trackers are forced to buy large amounts of your stock. As they do you get bigger and get added to more indices, and so the cycle perpetuates. 3. On EXACTLY 10th October, MSCI , the world's 2nd biggest Index company published the below. They are questioning whether companies that hold crypto assets as their core business, should be considered as "companies" or "funds". 4. If they are "funds" they are not included in passive indexing. why, because this creates a circular loop. The fund buys assets , gets bigger and then is included in more indices and buys more assets. 5. The expected ruling will be announced on 15 January 2026 and if this does pass, the companies like MSTR will be automatically removed from all indices. 6. If this happens it would mean that all the pension funds, normal funds and all other passive index holders would dump their MSTR automatically. 7. It would also mean that going forward they would never be included and as such , one of the big reasons why they actually exist would disappear. 8 . Since DATs have been powering this cycle and have been most the buying pressure, the smart money saw this immediately after the 10TH of October announcement and positioned accordingly. 9. The 10TH of October wasn't a coincidence after all - It was smart money seeing a big risk to crypto and the current market structure. 10. The market will probably continue to dum until around the end of December and if the announcement is negative, we will get a huge dump in preparation for the removal from the indices. 11. On the other hand , if it is positive , the bull market is back!! I broke this down on a 10 minute video this morning and I will leave a link in the next tweet! If you enjoyed this analysis, please retweet and follow this account!

🔥 MONAD SALE ALPHA: The sweet spot is $300-500! @coinbase has 100M verified users - This is their first-ever token sale - the first U.S. public token sale since 2018 Demand will be insane Here’s the math 👇 Sale size: $187.5M = 7.5B $MON * $0.025 If 20× oversub → demand = $3.75B If 50× oversub → demand = $9.4B With bottom-up allocation, small tickets get filled first 📊 Expected fill rates (model-based): • $100–500 → 85–95% allocation • $1K–5K → 40–70% allocation • $10K → 10–40% allocation 🐟 Bottom-up algo = small fish win 🧠 Don’t go whale mode — go smart mode Optimal deposit: $300–500

There’s a growing rumor about a possible USD currency reform Some say this is why we saw massive OTC flows since late last year, with many converting dollars into stablecoins Most currency reforms involve redenomination, but the USD doesn’t need that If the rumor is real, it might be about forcing hidden cash back into circulation Think of a policy where old notes lose their validity and everyone must swap into new notes within a fixed window — “for anti-terror financing” or similar reasons That would push all the hidden cash back into banks and make every dollar traceable again So what happens to crypto? If swapping old notes to new ones requires full tracking, holding funds in stablecoins becomes a way to avoid that surveillance and still stay liquid If such a policy ever goes live, a huge amount of dormant cash could flow into crypto first—before going back into the new dollar system What do you think?

So with VSPN, it’s available in the U.S. and Canada?

The $ARIAIP airdrop snapshot for $IP holders is today at 1PM UTC Price will likely rise until then and drop right after So is it time to short? I don’t think so From a VC’s view, they already expect a bad Q4 They want to unload their bags Look at $IP’s move. It’s clearly a16z’s play They pumped it almost 3x around KBW, then dumped That wasn’t organic After the Oct 10 crash, they couldn’t sell everything Now they need a reason to pump again An airdrop for $IP holders? Perfect excuse They can profit from both spot and futures 1. Push the price up. 2. Go long while everyone else shorts As price climbs, shorts get liquidated Then another squeeze happens If it hits $5 , that’s their dumping zone. They might act like they’ll dump at $10, but 2x from here would already be tough We’ll see how it plays out But shorting isn’t the smart move In this setup, staying flat might be the best play

Common misconception: x402 is NOT about AI It’s about blockchain replacing payment gateways

One Token After Another Feels like me lately I keep jumping between which project feels right and what doesn’t, wondering if any of this makes sense Some say it’ll bring us freedom Some say it’s all nonsense But just like in this film, what matters most is still family

Binance just listed $KITE on the futures market, currently trading around $0.13 @GoKiteAI 's Tokenomics haven’t been revealed yet, but with $33M raised from PayPal and Coinbase, expectations are sky-high The project’s FDV is expected to hit at least $1B, and with the foundation now formed, a TGE seems close What do you think the FDV will land at? And how do you see the token price moving?

Let's go KITE!!!

I’ve been keeping an eye on the $IP price lately, and something feels off The intentional pump last month and the recent movements around this level both seem suspicious Feels like it’s in a stance before deciding on a direction A time to just WATCH

Good news! You can now claim your Moonbird SBT directly from the Seeker Phone The claim period has also been extended until November 22 If you haven’t done it yet, better do it soon you might forget later!

If you’ve got a Seeker phone, this one’s a must! Connect your wallet that holds either a Moonbird NFT or a Seeker Genesis Token, and claim your Moonbird SBT now @solanamobile holders! You’ve only got one day left, so hurry up!!!

Ah… so it’s about IVF. I get it, it’s an important issue😨