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Arthur Hayes Xiao Hei's operation feels very confusing to me! Selling Ethereum and adding to the DeFi sector? Xiao Hei sold 1,871 $ETH and added $PENDLE $LDO $ENA $ETHFI assets in the past two weeks? If Ethereum doesn't erupt, can these DeFi erupt? My understanding is that if ETH doesn't erupt because of a market risk-off, then these DeFi are even less likely to erupt, possibly more fragile. So he bets on these now, unless he thinks Ethereum will have a big breakout, and the opportunities in Ethereum's DeFi and Restaking will have higher returns, which is why he rebalances. But who knows? Xiao Hei’s mother keeps flipping the bird now and then!

DL News summary of key US crypto regulatory timeline for 2026: In January, the Senate is expected to advance market structure legislation hearings and may introduce an SEC “innovation exemption” mechanism; In May, Federal Reserve Chair Powell’s term ends, Trump may appoint a more lenient person, potentially affecting risk asset environment; In July, the California Digital Financial Assets Act comes into effect, requiring industry participants to be licensed; Mid‑July, the Genius Act related regulatory details are set to be released, covering licenses, custodianship, AML and other key rules; In August, crypto tax legislation may advance and CFTC blockchain market rules may be finalized; On November 3, the US midterm elections could be the biggest policy variable—if Congress flips, the current “crypto‑friendly window” in the US may be rewritten. https://t.co/73eZ2KQsHh

spent the weekend deep in the @404bunnies discord and the xp economy actually clicks different daily boosters hitting 300 xp no effort, games spitting random jackpots, chat flowing natural and capping decent traded some stacks to $IQ and felt the wl odds shift real time, no fake promises just on-chain math @bunnie0xeth previews keep frying that y2k glitch spot in my brain, 4404 locked forever, frontier loading for the megaeth mint this one's ritual over roadmap you grinding xp yet or still peeking from outside the hole

Tom Lee’s Bitmine Bought 32,938 ETH ($97.6M) and Staked 118,944 $ETH ($352.2M) in the Past 4 hours. #Bitmine Currently Holds 41,43,463 ETH ($12.40B). @BitMNR https://t.co/FRTJJTUX5a

Big Money Circling $LIT 😎 And It Doesn’t Look Finished Yet. Something interesting is unfolding around LIT, and the wallets behind it aren’t exactly subtle. We’ve been tracking three whales who quietly moved $9.98 million in USDC into Lighter, clearly with one thing in mind ---- loading up on LIT. So far, about $8.67M USDC has already been deployed, grabbing up roughly 3.44 million #LIT . What’s more telling, though, is what’s left behind. There’s still $1.35M in USDC sitting idle. Waiting. Pausing. You know how that usually goes. One wallet is sitting on around 882,141 #Lıt while keeping 583,582 USDC on standby, not exactly the posture of someone done buying. Another address is already deep in the trade, holding 1,702,106 LIT with just 47,536 USDC left, almost fully committed. And then there’s the third wallet, quietly holding 979,054 LIT plus 392,418 USDC, which… yeah, feels like ammo for another round. For transparency, here are the wallets we’re watching closely: 0xd42963DfE1574DACcE30E4340662d56aF4bd475e 0xFb94D3404c1d3D9D6F08f79e58041d5EA95AccfA 0xEcA11C909d39f27262F41587F11f4047b20A0Fb8 Nothing confirmed, of course---- just flow, behavior, and timing. But when size moves in like this and leaves chips on the table… it usually means the play isn’t over yet.

🚨NEW: Ethereum Co-Founder Vitalik Buterin's new essay warns that unchecked Big Government, Big Business, and Big Mobs are concentrating power faster than ever. The proposed solution? Enforced tech diffusion, open systems, and decentralization to preserve balance while keeping progress alive.

$IREN Weekly/Daily 👀 Bullish SFP on the weekly. To validate a long, I want to see a close above $44 and look for a move up into the previous highs at $49, $51, and $54. https://t.co/8goVpAMmRD