Connan (conanonchain)

Kimchi stew from a local shop hits different.

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Binance founder CZ says: “The real bull run hasn’t even started yet.”

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Even though my wallet took heavy damage, the fundamentals of our industry have never looked better. Stablecoins are a trillion-dollar future. Yield-bearing stablecoins will become the new gateway for banks. They’ll form the global payment layer, redefining cross-border transfers. As stablecoins spread, more people will naturally onboard into crypto. Prediction markets will push the “multi-player internet” economy to a new peak. When information power shifts from media to markets, the world gets priced event-by-event, atom-by-atom. This transformation cannot happen without crypto. DeFi and TradFi are converging. Capital will always flow to where friction is lowest. RWA, tokenized equities, and on-chain financial rails are steadily advancing. Eventually, both worlds merge into a single liquidity layer. And the Agentic economy? Crypto is the best testing ground. New models, new strategies — the potential feels like DeFi Summer all over again. Open-source coordination is about to make a comeback. We are standing at the door of a new cycle. The only mission now: survive — and leave your positions for the future.

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MicroStrategy 2.0 — the next bullet is here: borrowing against BTC. Japan’s “MicroStrategy,” Metaplanet, has once again used part of its Bitcoin holdings as collateral to secure a new credit line — the second time this month. With this latest loan, they’ve now borrowed a total of $230M, all to buy more BTC. Collateralize BTC → borrow cash → buy more BTC. The next flywheel for MicroStrategy-style companies has begun.

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