Nike 'Could Go A Hell of a Lot’ Higher (Even After Huge Pop Today) 🚀 Hedgeye Retail analyst Brian McGough @HedgeyeRetail's ‘Best Idea’ Long Nike $NKE ripped over 17% after Thursday night’s earnings. But as McGough says in this clip from "The Call @ Hedgeye," that this could just be the beginning of a longer-term trend for the athleticwear giant. "I've been covering Nike for I think 32 years. And if there's one time you don't want to bet against this company, it's when they're deploying a lot of capital. That's one thing Nike is really, really good at," McGough says. "When they're spending money and the topline is accelerating and margins are troughing, while inventories are heavy and correcting the amount of torque in this model is just really, really intense. But something tells me this stock could go a hell of a lot more." Get daily insights into our hedge fund-quality process by subscribing to The Call @ Hedgeye:

10T Holdings: A Large Number of Crypto Startups Scare Off Venture Capital Firms with 50 to 80 Times Valuations

Delisting Doesn’t Lead to a Drop but a Rise? Unveiling the Capital "Short Squeeze Script" Behind ALPACA

The Bitcoin Frontier Episode 92 – Everyone Is living in Argentina with @JeffBooth – Why bitcoin is the only system built for exponential deflation – How AI is reshaping value creation – The 45% “risk-free rate” and rethinking capital allocation https://t.co/KXzWaF3BLE a02b-55b1fb50da50.jpg"/>

$250.00 million in tokenized RWAs. That's what @grovedotfinance is aiming to bring onchain to Avalanche. Covering this and more on Thursday's spaces: Money Moves - Where Capital Connects DeFi with Private Credit. https://t.co/m0BbrVqhBs a7c904aa-a271-41e8-99ad-e98bf7d03ebc.jpg"/>

🎙️ New @mikeahorton Podcast Drop! Where Robotics Meet Capital: Insights from a Top Venture Capitalist Take a deep dive into the future of funding real-world data, autonomy, and decentralized infrastructure💰 https://t.co/MaO6RyFuuT

Now tracking @flowdefi on @Cardano Flow is a capital-efficient pooled lending protocol enabling investors to earn interest and borrowers to obtain instant loans on Cardano https://t.co/Lo5JXwpIwN

Intrepid Ocean Season Two by @intrepid_p The Intrepid Ocean series spans four years and twenty-four countries. Season One told of isolation - a family stranded at sea as the world closed. Season Two follows their return, not home, but into new waters. it covers a journey up the eastern coast of America and back. Sailing through the swamps of the Carolinas and Virginia, into the foggy waters of Cape Cod, and up to the rocky coastlines of Maine. To the lights of Boston, the chaos and grandeur of New York, then inland along the Potomac, all the way to the capital. The land was busy. The sea was quiet. And somewhere between the two, they found something they hadn’t known they were looking for. a66dd5-9a28-4e0b-8fbc-9c187f95b2d9.jpg"/>

Down 99%, biotech firm 180 Life Sciences pivots to crypto with ETH bet

Zero fees on all ETH trades for 24 hours. A thank you to Ethereum on its 10th anniversary. The gold standard of decentralization, and the foundation that makes ReyaChain possible. ReyaChain - the evolution of Reya Network - will be the world’s first App-Specific Based Rollup. A purpose-built Layer 2 for trading, where the chain is the exchange. Millisecond execution. Gasless. MEV-proof. Verifiable. A DEX, yes. But also a new foundation for capital markets. The speed and performance of TradFi, with the transparency, security and access of Ethereum. From launch Reya Chain will deliver the holy grail of DeFi... As fast as TradFi. As decentralized as Ethereum. Speed without trust assumptions. Trust without slowness. This is how global capital markets become Internet Capital Markets: composable, permissionless, and open to the world. None of it would be possible without the Ethereum Foundation and community. Thank you. Read how we're building it: https://t.co/McGWBy49LW

🚀 Stobox 4 is live and already making waves in the #RWA space After 15 months of deep development and 7 years of hands-on #tokenization expertise, #Stobox4 is now actively onboarding clients across energy, real estate, finance, and other sectors. This is more than a platform, it's a foundation for the next generation of capital markets: 🔹 AI-powered onboarding & compliance 🔹 Branded investor portals under your own domain 🔹 MPC wallets by @FireblocksHQ + Stobox DID identity system 🔹 STV3 protocol for compliant, data-rich security tokens 🔹 Full legal, technical, and investor support infrastructure 🔹 Already powering multi-million-dollar tokenization deals 📈 In a market moving toward on-chain finance, #Stobox 4 stands out as one of the few real, working infrastructures, trusted by businesses, regulators, and investors. 🔗 Register https://t.co/T5O5J6X73N 📘 Read the story: https://t.co/Fn1vJQ8sVv a1-e18bb97a2fc3.jpg"/>

BREAKING: NRIs sent a record $135.00B to India in FY25 the highest remittance inflow to any country worldwide. This isn’t just a number. It marks a shift in global capital flow and who’s driving it. #NRI #India #Remittance #135Billion #JoinAbound #FY25 #BreakingNews https://t.co/4Fh3EhfCVP

Tokenization isn’t a buzzword, it’s a structural shift in how capital, compliance, and liquidity flow through financial markets. https://t.co/fs9WitNilb

EU-regulated crypto derivatives trading platform D2X raised $5.00M in a Strategic funding round led by @circle_ventures, @CMT_Digital, with participation from @p72vc, @TiogaCapital, @GSR_io, @fortinocapital. https://t.co/DIwY4nIZdq https://t.co/avQm8LX6O0a.jpg"/>

Why VCs Are Betting Big on AI infra + Agents in 2025 Crypto's hottest new asset class isn’t a memecoin like $DOGE an NFT like $PENGU or even an L1 like $ETH It’s autonomous AI agents programmable, tokenized, and trading on-chain. Here’s why VCs are suddenly pouring millions into this sector. 👇 — → The Rise of Agent-First Economies From trading bots to research copilots to DeFi strategists agents now act, learn, and coordinate autonomously. They don’t just follow commands they optimize, simulate, and compete in real-time. This is the foundation of the agentic web. — → Every Agent Needs Data + Execution Infra 90% of agents fail because they rely on fragmented APIs, stale signals, or noisy dashboards. What they need is a real-time intelligence layer with low-latency queries, clean TA feeds, and seamless on-chain orchestration. This is where infra plays like DappLooker quietly become kingmakers. — → Tokenized AI Agents = Capital Efficiency x Infinite Scale Why fund a 10-person quant team… when a single tokenized AI agent can run 24/7, self-train, and rebalance in DeFi? VCs are realizing this isn’t just automation It’s a new model of autonomous capital. — → Agent Launchpads Are the New Token Launchpads Platforms like @virtuals_io & @CreatorBid are enabling anyone to launch agents not tokens. These agents can trade, analyze, stake, even govern. And just like with memecoins… the infra behind it is where the real value accrues. — → The Infra Bet: DappLooker Agents need reliable intel. They need TA feeds, on-chain indexing, NLP-to-execution pipelines, and unified MCP/ACP coordination. That's what DappLooker is quietly building and already powering 400+ live agents + $100M+ in agent market cap. — 2021 was the year of DAOs. 2024 was the year of L2s. 2025 is the year of AI agents and the infra that makes them run. If you're not looking at this wave, you're already behind

Professional Capital Founder and CEO Anthony Pompliano: Bitcoin is generating excess returns in a way that is disrupting Wall Street's perception. "I think Bitcoin has established itself as the king of the market, and Wall Street's time and attention are on Bitcoin, and other assets occasionally start to attract some inflows." https://t.co/i7WSbuXqYc

💡News Publicly traded company 180 Life Sciences has announced plans to raise approximately $425.00M through a private placement of equity, with the proceeds to support the company's establishment of an #Ethereum treasury. Following the transaction, the company will be renamed ETHZilla Corporation. Investors in the transaction include Harbour Island, Electric Capital, Polychain Capital, and other institutions. https://t.co/5fXB1gvWFx

Nasdaq-listed 180 Life Sciences (ATNF) plans a $425.00M private placement to allocate ETH as treasury reserve and rebrand as ETHZilla. The deal, expected to close on August 1, includes backing from Electric Capital, Polychain, GSR, and others. https://t.co/mkoblkqgqv

🚀 Big Announcement! @WandProtocol is partnering with @Aria_Protocol to launch the $APL Yield Vault on @StoryProtocol - a next-gen yield trading solution for real world music IPs!✨Kickoff with the Bootstrap Phase on 10PM ET on 7/30!)💎Deposit $APT/$stAPL to mint BT (Base Token) while providing LP for PT/YT.💎Help hit the $150,000.00 APL target to trigger the first epoch!💎Retain $stAPL base yield while earning PT &YT swap fees!✨Wand is upgrading to Yield-Vault V2 for $APL! Enjoy:✅ Single-asset delta neutrality✅ Zero Liquidity Bootstrap✅ Continuous liquidity (no expiry)✅ Capital-efficient single-sided LPAll while maintaining the robust yield that you love!🔥Ways to Participate:1️⃣ Buy PT (Principal Tokens) - Earn fixed yield with principle redeemable 1:1 at maturity2️⃣ Buy YT (Yield Tokens) - All $stAPL yields and Aria Points for the epoch3️⃣ LP with BT (Base Tokens) - Retain $stAPL yield while earning swap fees🚦 Two-Phase Launch:📌 Bootstrap perks: Deposit $APL/$stAPL as BT to earn both royalty yield and PT&YT swap fee! Live Phase follows with open trading.Ready to amplify your yield?🪄 Read more in details:https://t.co/WtkNSotsQE

https://t.co/egaqT81Snr Insight with #SentiEdge 👀 This week, witnessed a significant surge in the cryptocurrency market, with the total market capitalization surpassing the $4 trillion mark. Bitcoin (BTC) led this impressive rally, breaching the $120,000 threshold and reaching a new high of $123,000. Ethereum (ETH) also demonstrated robust performance, nearing $4,000 and achieving a 24% weekly gain, despite experiencing a slight correction towards the end of the week. This bullish momentum was largely fueled by continued legislative progress in the U.S. Congress, particularly during "Crypto Week," which fostered increased institutional confidence and substantial ETF inflows. The altcoin market also saw a record boom in trading volume, indicating broad-based participation. While some minor corrections were observed, the overall sentiment remains cautiously optimistic, with regulatory clarity and institutional adoption serving as primary catalysts for continued growth. Upcoming token unlocks, however, warrant close monitoring for potential supply-side pressures. During the week of July 20 to 26, the cryptocurrency market entered a volatile consolidation phase marked by a mix of institutional activity, macroeconomic developments, and shifting investor sentiment. Bitcoin (BTC) stabilized above key support levels despite a sharp intraday dip triggered by a large-scale whale sell-off and leveraged liquidations. Ethereum (ETH) led large-cap gains, supported by strong ETF inflows and surging on-chain activity, while Solana (SOL) and Dogecoin (DOGE) saw sharp midweek rallies followed by consolidation. Ripple (XRP), meanwhile, experienced headline-driven volatility amid renewed ETF speculation and regulatory uncertainty. Sentiment indicators across social and search platforms revealed a divergence between crypto-native confidence and broader retail emotion, with Google sentiment showing sharper reactions to market shocks. On-chain metrics across major tokens reflected robust user engagement, rising transaction volume, and sustained capital rotation, suggesting a healthy underlying structure despite surface-level price fluctuations. As the crypto market enters the final days of July, major assets continue to display resilient bullish momentum amid consolidative price action. Bitcoin (BTC) remains firmly above key breakout levels, with investors eyeing a potential surge toward the $133,500–$137,000 range if near-term resistance is breached. Ethereum (ETH) sustains its upward trajectory, buoyed by strong technicals and market confidence, with price targets extending toward $3,900 should support at $3,700 hold. Solana (SOL), similarly, shows signs of continuation within a healthy uptrend, with $195–$200 as the next potential breakout zone. While short-term pullbacks remain possible, especially if support levels fail, the broader trend across top tokens remains structurally bullish heading into August, supported by strong fundamentals, technical setups, and ongoing institutional interest. #BiconomyCom #BIT #Crypto #CryptoMarket #Bitcoin #Altcoins

Former SEC official joins Veda as General Counsel amid DeFi expansion

Linea airdrop: 85% to users, builders as L2 seeks Ethereum alignment

🚨JUST IN: Cboe files to list Canary Capital’s staked $INJ ETF. Could become the third staked crypto ETF after $ETH and $SOL. Staking ETFs are heating up. https://t.co/ot3s6arDHJ a88-9ebb-dd1ca0e37895.png"/>

🔥 LATEST: Cboe has filed to list Canary Capital’s staked $INJ ETF, potentially the third staked crypto ETF after $SOL and $ETH. https://t.co/dZAeYj5AMxa586-40c5-916b-74495ce82ec2.jpg"/>

Can DePIN Be Key to Real-World Adoption of Crypto? DePIN represents a paradigm shift in how we build, govern, and benefit from physical infrastructure Across energy, transportation, computing, and robotics, it promises networks that are: → Permissionless to join → Transparent in operation → Incentive-aligned with participants → Modular for future composability The landscape is still in its early stages, but the momentum is real Builders in the DePIN sector are deploying protocols and capital is flowing into projects that challenge the status quo As DePIN matures, it won't just power decentralized networks; it could redefine how the physical world is built, owned, and operated

1. 66M impressions 2. 8K posts 40K engagements for “Attention Capital Markets/ACM in the last 7 days. not bad for something that didn’t exist a week ago…. so who stirred the pot? let’s get into it 🧵 https://t.co/4OP50RTlfn

July Solana #meme Market Overview🔥 Did you make money this month? $PUMP has halved in value compared to its opening price after being issued for half a month, and retail investors are still not getting a sip of the airdrop they were expecting. The 24-hour trading volume of the new coin has shrunk to 1/10, and the number of traders has shrunk to 1/3. @bonk_fun has completely crushed pump data. Whether it is the number of new coins or the trading volume, it has maintained well. The dev has changed places. @weremeow worked hard on the weekend. I thought the jup platform was about to rise. I was thinking of letting the bullets fly for a while, but now only $URANUS can stand. Is it going to work? At this stage, #memecoin is no longer considering narratives, it purely depends on capital selection, and the price fluctuates greatly. It is more difficult for ordinary people to make money. It is still necessary to follow the leader and pay attention to smart wallets. You can try using XXYY, which has a first-class following speed, quick buying and selling, and seizes the opportunity 👉 https://t.co/4iiFep2nsT a-aa51-4458-935f-f7dd89e7161d.jpg"/>

#Ethereum open interest dominance has climbed to nearly 40%, its highest level since April 2023. Only 5% of days have seen a higher reading. This marks a clear shift in speculative focus, with capital rotating from $BTC to $ETH at the margin. https://t.co/yNKLe9gJKt

Good morning base fam. Keep in mind that on the surface, large stablecoin flows to exchanges can look like selling pressure. But when you pair that data with record ETH inflows and DeFi TVL hitting new all-time highs, a much clearer/bullish picture emerges. Capital isn't preparing to exit the market. It's sophisticated players acquiring the fuel they need for leveraged positions. The demand for capital-efficient leverage is growing, and the on-chain data proves it.

🔍 Daily Good Rate & Strategy Alert! 🟢Spotted some top opportunities on Lista Lending today: 💡 Lista USD1 Vault🔹Market: BTCB/USD1🔹Borrow Rate: 4.90%🚩Strategy: Leverage your BTCB holdings to borrow out USD1 with attracive borrow APY🔗https://t.co/N9XZKGpFZy 💡 Lista USD1 Vault🔹Market: PT-USDe-30OCT2025/USD1🔹Borrow Rate: 2.07% 🚩Strategy: Increase capital efficiency while securing 10%+ APR from PT-USDe-30OCT2025, perfect for PT looping strategies🔗https://t.co/5h8WtCcLWea48065c2-ac93-4d0a-8250-b871734b8c8a.jpg"/>

📊 From the desk of a Market Maker: BTC is still only 0.5% of global wealth ($2.35T out of $454T). We’re not even in the first inning. Here’s what a shift in capital flow really looks like: → 1% allocation = $228K BTC → 2% = $457K → 5% = $1.14M This isn’t hopium - it’s liquidity math. Capital always follows structure. We're building it. a1-41e5-aab9-b8fcfc80d6f2.jpg"/>

$11.98M in 24 hours. Here are today’s top @HyperliquidX performers by realized PnL: 🥇 Abraxas Capital – $11.98M 🥈 Abraxas (again) – $6.70M 🥉 WETH Leaderboard whale – $3.74M https://t.co/c9wnljsSgV a0.jpg"/>

Private banks in Asia are finally warming up to crypto—structuring capital-protected products to meet rising HNW demand. Marex, BTSE & SignalPlus report growing institutional flows as BTC tops $120K and volatility trends lower. The shift is on! https://t.co/aERQCtlb6v “Despite the consistent price rally, BTC implied volatility has been trending lower as a structural move, indicative of a maturing and institutionalized asset, and providing a necessary ingredient for Bitcoin to be included as a core holding of the mainstream portfolio,” said Augustine Fan, head of insights at SignalPlus. a0d800a4-5752-48b9-a3f3-62b28662d4ee.jpg"/>

Jeff Mei ( @jeffmeiofficial ), COO at #BTSE, described recent market momentum as part of a “structural shift” in crypto investing, not just a short-term rally. Citing milestones like the GENIUS Act’s passage and the crypto market's $4 trillion capitalization, Mei emphasized how July has marked a turning point: public companies are raising capital to build crypto treasuries, and banks are scrambling to offer #crypto-related services. Read the full article below: https://t.co/JT4x3dUrmo

Daily Edition: ETH Nears $4k as New $BNB, $SUI Treasury Companies Launch! The jury is still out on how successful this new wave of Crypto Treasury Companies will be... Is it a ticking time-bomb or the start of something real? Let's dive in👇 The conversation still revolves around the longevity of this new batch of “Crypto Treasury Companies” especially considering the launch of two more today focusing on altcoins BNB and SUI, adding more to the list of 20 public companies who announced crypto strategies just last week. After years of people calling Michael Saylor crazy, we’re now seeing many billions in capital going towards trying to replicate his success with Strategy (formerly MicroStrategy) — and in far riskier digital assets than Bitcoin, which is saying something. SUI now trades down over 10% today despite what should be perceived as “bullish” news for the blockchain, after a significant run up in the last several weeks prompting some to believe this news was frontrun, a trend that has become unfortunately fairly common in this industry. The SEC also opted to delay their decision on Truth Socials filings for a Bitcoin ETF, with a new deadline set for September 18th. If our goal is meaningful, beneficial regulation for this industry, we can't have the people making the rules breaking them. WDYT? Is this trend here to stay?

Now tracking @VarlamoreCap on @SonicLabs , @ethereum , @arbitrum & @avax Varlamore Capital is a DeFi risk manager that provides catered yield opportunities for different risk profiles while enhancing liquidity for protocols https://t.co/xzBiTG167f

This Friday, Zivoe will receive another interest payment, bringing total revenue to $782,000.00. The most capital efficient RWA protocol keeps getting better. https://t.co/AND3UusmjM a1-43a1-9cff-5b1ecc103f2f.jpg"/>

Happy Monday, everyone! 🚀 Let’s kick off the week with the top updates shaping institutional crypto investments: JPMorgan Considers Loans Backed by Crypto Holdings: JPMorgan Chase is preparing to offer loans collateralized by institutional clients’ Bitcoin and Ethereum holdings as early as next year—a major shift in sentiment from past skepticism, showcasing broader acceptance of crypto by traditional banks. 👉 https://t.co/O1mbJw8DDb Zodia Markets Raises $18.25M to Expand Institutional Services: Standard Chartered‑backed Zodia Markets closed an $18.25M million Series A round—led by Pharsalus Capital and joined by Circle Ventures and others—to fuel global institutional trading expansion, including its Elwood OTC acquisition. 👉 https://t.co/V4gqIWDCb4 Institutions Shift Into Altcoins via Crypto Treasury Stocks: A growing trend: publicly traded firms (like Sharplink Gaming and DeFi Development Corp.) are adding altcoins to their treasuries. This gives investors indirect exposure via equities—but experts warn of speculative volatility 👉 https://t.co/uQxRQ6ILf8 💬 What’s your biggest takeaway from this week’s trends? Let us know below! 🔗 Stay connected for exclusive insights and updates – visit https://t.co/jy4I5rW8Uz and subscribe today. #MLTech #Crypto #InstitutionalInvestments #Bitcoin #DigitalAssets #MarketTrends #Blockchain #Altcoins

Mill City Ventures III has announced a $450.00 million private placement to launch a corporate Sui treasury strategy. The round is led by London-based hedge fund Karatage, with a matching investment from the Sui Foundation. Other participants include Big Brain Holdings, Galaxy Digital, Pantera Capital, Electric Capital, and ParaFi Capital. https://t.co/oF62tb9RSX

Why is Bitcoin becoming the backbone of new capital markets? 🟧 Here’s a snippet from @wesarn_real (co-founder of @digitalassetcom) on the @TokenizedPod explaining how Bitcoin is being used as collateral in emerging markets Watch the full podcast for more such gems: https://t.co/YrlrYvyAXL