happy (4sun)

A $1.5–2T annual U.S. deficit means the market has to digest trillions in fresh Treasuries every year. Issuance has been front-loaded into T-bills since Yellen and that playbook hasn’t changed under Bessent — despite earlier objections. Structural, not political.

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Tokenized stocks quietly upgrade crypto’s value prop. Better assets raise product quality, pull more activity onchain, and expose users to what 24/7 global markets actually feel like. No pitch deck needed.

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Pendle is basically a stablecoin venue now: 80%+ of markets are stables, with USDe and sUSDE from Ethena leading at ~$1.2B TVL. The dip on Sept 25 came from the USDe ETH market expiry — dominance snapped right back after. Yield tells capital where to sit.

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Liquid staking has been significantly underperforming compared to many other sectors this month. Lido, usually the leading protocol in the liquid staking narrative, has only made $5.4 million in revenue over the past 30 days.

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Crypto and DeFi are seeing sustained outflows amid macro fears — from tariffs to weak job data. Liquid staking is cooling off, even with renewed ETF hype, while RWAs remain the only sector in the green, signaling a shift toward real-world utility.

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Bitcoin network upgrades are rare, but the next soft fork upgrade could be coming soon. Galaxy has prepared a large overview of BIP 119 (OP_CTV) and BIP 347 (OP_CAT) carried out over the past 5 years and assessed the potential impact on future upgrades.

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Sui's market cap has rebounded by 10% in the past 24 hours, as most projects remain flat. Promoted as a 'Deliverer of Web3 Benefits with Web2 Ease,' the altcoin is gaining traction in DeFi and gaming, with fast and low-cost transactions.

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