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Alphractal - Crypto Research | ꘜ

Solana reduced its risk in the last drop, but could it still have room to fall further?

Maybe yes. Even though SOL quickly dropped below $100, risk analysis shows it hasn't yet reached extreme levels in metrics like the Sharpe Ratio and NMR (Normalized Metric Risk).

This is because Solana's rally in 2024 was so strong that long-term risk analysis suggests better opportunities might arise at lower levels.

However, during bull cycles, it's common for many of these opportunities to never materialize.

To confirm strength, SOL must hold the $100 support — if it loses it again, that would be a bad sign and could trigger a new wave of pessimism.

For example, ETH currently has a better risk-reward profile than SOL and BNB. This is due to ETH's poor performance in 2025.

Use risk metrics to balance your risk appetite across timeframes, influencing your results.

Alphractal.com


vitalik.eth | 𝕏🧵

RT @robertwiblin: A new legal letter aimed at OpenAI lays out in stark terms the money and power grab OpenAI is trying to trick its board members into accepting — what one analyst calls "the theft of the millennium."

The simple facts of the case are both devastating and darkly hilarious.

I'll explain for your amusement.

The letter 'Not For Private Gain' is written for the relevant Attorneys General and is signed by 3 Nobel Prize winners among dozens of top ML researchers, legal experts, economists, ex-OpenAI staff and civil society groups. (I'll link below.)

It says that OpenAI's attempt to restructure as a for-profit is simply totally illegal, like you might naively expect.

It then asks the Attorneys General (AGs) to take some extreme measures I've never seen discussed before. Here's how they build up to their radical demands.

For 9 years OpenAI and its founders went on ad nauseam about how non-profit control was essential to:

1....

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₿izFeed#⃣: #dev #ETH


Chung Daily Note📒 | ꘜ

2025/4/25 📈

Today's Newsletter

💡@coinbase has added @Mantle_Official $MNT to its listing roadmap

📰 News
Fed drops crypto activity reporting rule for banks
DeFi Dev Corp files $1B shelf, may buy Solana with proceeds
@binance introduces Alpha Point system

👍 Good Reads
@RayDalio - A US-China Beautiful Rebalancing
@xingpt - @SuiNetwork $SUI Ecosystem

🔔 New Protocols
@politiswap_
@microbiomedao

💰 Crypto Fundraising
@NousResearch (Blockchain Service) - 50m Series A investment from @paradigm
@magicblock (GameFi) - 7.5m Seed led by @FactionVC
@inconetwork (Chain) - 5m Strategic led by @a16zcrypto

💵 Airdrops
@DeRonin_ - How to farm Binance Alpha Token Airdrop?

🖥 Videos & Podcasts
@AleaResearch @ciaobelindazhou @jk_remote - @ShardDubai 2025: What’s Coming & Why It Matters
@leviathan_news - Ether.fi just gave $4bn ETH a bank account


🐂
Methamorphosis Campaign (S3)
@_kaitoai Yaps (S2)
@fragmetric (5BHGL6)
@RateX_Dex

If you'd like to support Chung Daily Note, please like, comment, and retweet on my Twitter, Thank you!❤️
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₿izFeed#⃣: #dailydigest


Wu Blockchain News | ꘜ

Swiss National Bank (SNB) President Martin Schlegel stated at the bank’s 2025 General Assembly meeting that the SNB rejected adding bitcoin to its reserves, citing concerns over liquidity and volatility risks. As of the end of 2024, the SNB had indirect bitcoin exposure through holdings in companies such as Tesla, MARA Holdings, and CleanSpark. — link


BitcoinTreasuries.NET | 𝕏

Some recently updated entities:

- XXI $CEP — 31,500 BTC
- Grayscale Bitcoin Trust $GBTC — 191,207 BTC
- Fidelity Wise Origin Bitcoin Fund $FBTC — 199,684 BTC
- iShares Bitcoin Trust $IBIT — 582,664 BTC

CC @jackmallers, @Grayscale, @Fidelity, @iShares


BitcoinTreasuries.NET | 𝕏

Some recently updated entities:

- @RainforestUS — 1.003 BTC
- Stone Ridge Holdings Group — 10,000 BTC
- Boyaa Interactive International Limited $0434.HK — 3,350 BTC
- HK Asia Holdings $1723.HK — 28.88 BTC


BitcoinTreasuries.NET | 𝕏

RT @nvk: 🔥The top 10 #bitcoin pubco holder race is warming up, and will be wild.

How it started How it's going


BitcoinTreasuries.NET | 𝕏

Some recently updated entities:

- Value Creation Co., Ltd. $9238.T — 23.98 BTC
- VanEck Bitcoin Trust $HODL — 14,105 BTC
- Bitwise Bitcoin ETF $BITB — 39,074 BTC
- ARK 21Shares Bitcoin ETF $ARKB — 47,264 BTC

CC @vaneck_us, @BitwiseInvest, @ARKInvest


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BitcoinTreasuries.NET | 𝕏

Checkout the new company profile page About Articles and new Profile Pages Data.

All up-to-date!


Ki Young Ju | 𝕏🧵

RT @InfoKase_com: Some crypto projects are hurting investors and builders through market manipulation and insider trading. We're looking for solid evidence tied to coins listed on major exchanges.

If verified, informants can profit by selling intel to traders and institutions—InfoKase takes a broker’s cut. In clear cases, we’ll go public through major media or alert exchanges. Early buyers of this info may act on the info at their own risk.

Anonymous tips welcome. If ID verification is needed, we’ll keep you protected.

DM us or email report@infokase.com.




Ki Young Ju | 𝕏🧵

Just started a side project.

@InfoKase_com — a marketplace for premium intel.

The internet used to lack information. Now it’s drowning in noise. AI is only making the flood worse.

InfoKase connects buyers and sellers of premium research and private intel across all sectors—crypto, stocks, politics, entertainment, and more.

If you’ve got something valuable, DM us. We’ll find a buyer. Looking for something specific? Tell us what intel you need — we’ll help you get it.

Follow @InfoKase_com and turn on notifications for select drops of premium intel we’ve secured.


Ben Edgington | 𝕏🧵

RT @ethStaker: Come to the Ethereum community livestream watch party for the Pectra network upgrade on May 7th at 9:15am UTC.

Bookmark, save, set reminders:
https://www.youtube.com/watch?v=NbxaCZYtW-I

Join us there!

Lots of fun and education planned from a range of community individuals and contributor teams, including @ethStaker @EthCatHerders @ethereumfndn @thedailygwei @BanklessHQ and more.

The network forks midway through the event at 10:05am UTC. https://twitter.com/TimBeiko/status/1915064357823934944
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₿izFeed#⃣: #dev #ETH


Ben Edgington | 𝕏🧵

RT @parithosh_j: Don't forget to update your nodes, Pectra is coming :D https://twitter.com/TimBeiko/status/1915064357823934944
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₿izFeed#⃣: #dev #ETH




Ben Edgington | 𝕏🧵

Absolutely ❤️ @gregthegreek and his passion, but whatever happened to "We reject: kings, presidents, and voting"?

I agree with much of this diagnosis, but not with the medicine.

What we need is better decision making, involving the right range of stakeholders. For sure this means iterating and reworking the ACD process and forums. Absolutely get the product people in the room. But the call to appoint a king is a lazy reflex, imo.

(The same idea came up in 2019 when the Moloch/Kyokan report proposed appointing an Eth2 lead, and I rejected it then as well.) https://twitter.com/gregthegreek/status/1914811701901623746
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₿izFeed#⃣: #dev #ETH


Ben Edgington | 𝕏🧵

RT @Teku_Consensys: Teku v25.4.1 is now available!

This is a required update for all networks (including Mainnet).

Key changes:
- Scheduled Electra for Mainnet and Gnosis
- Electra-related improvements and bug fixes

Full details and downloads:
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₿izFeed#⃣: #dev #ETH

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