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OVERVIEW

Yeezy Money: 2025’s Biggest Rug Pull 🍃 

Before we dive in, here’s today’s crypto market heatmap:

And here’s a look at crypto’s total market and altcoin market cap charts:

TECHNICAL ANALYSIS
Jackson Hole: What Happens After? 🤔 

Let’s line up ES (S&P futures) and Bitcoin and see how they moved after the last 10 Jackson Holes. 🧠 

ES (S&P Futures)

• ES 4-week window after JH: down 6/10.

• ES 12-week window: up 9/10. Only 2018 failed.

• Fade late-August strength. When ES arrives hot near highs, the next month cools off. Thin tape plus headline theater equals mean reversion.

• September slump, October repair. Typical sequence is wobble into late Sep, then a grind higher into Nov.

• Timing cue, not regime change. JH often tags a local swing that resolves inside 4-8 weeks.

• Strong tell: when ES is red at 4 weeks, it flipped green by 12 weeks in 6 of 6 cases.

• Interesting Insight Post JH: if stonks are pressing highs, thigns tend to lean short-term mean reversion. Look for a higher-low base between late Sep and mid-Oct. 📆 

Bitcoin

• BTC 4-week window after JH: red or flat-down 6/10.

• BTC 12-week window: up 6/10.

• Seasonality > speeches. BTC stalls into JH, dumps for 2-6 weeks, then squeezes if the cycle backdrop is constructive.

• Momentum matters here. If BTC was green at 4 weeks, it was 12-week green in 4 of 4 cases. If red at 4 weeks, only 2 of 6 recovered by 12 weeks. That’s a clean filter.

• Interesting Insight Post JH: avoid late-August chases (August just sucks almost always anyway). Watch for a 2-6 week low, weekly reclaims, and breadth improving before leaning into any Q4 squeeze. 🪗 

SPONSORED
FBB4 Buys Infamous GameStop Stapler for $250K, Turning Meme History into Crypto Lore

In a move only the enigmatic FBB4 could pull off, the anonymous trader and cultural collector has revealed himself as the winning bidder for GameStop’s most infamous office accessory… the stapler that punctured a Nintendo Switch box after an employee decided to tack the receipt directly onto it before shipping.

The sale, which included the damaged console and Ryan Cohen’s underwear, hammered in at a jaw-dropping $250,000. To most, it’s an overpriced piece of plastic with a strange backstory, but to FBB4, it’s a tangible symbol of the chaotic, community-fueled energy that defined the GameStop saga of 2021.

That same energy drives one of FBB4’s largest conviction plays: $GME ETH, the memecoin born from the spirit of the original short squeeze that rattled Wall Street. Like the stapler, $GME ETH is more than its surface value. It’s a statement of rebellion, humor, and conviction against the odds. And it’s decentralized, and so it’s wholly owned by the people.

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here. 

MEMECOINS
Rug Pulling 101: Have Kanye West Do It 🏫 

Before I dive into the nitty gritty of the stupid that has happened today, here’s your TL;DR version.

Kanye West pushed a Solana memecoin called YZY last night and the internet sprinted face first into it. Trackers showed a peak market cap as high as $3 billion before a nasty rugpull.

The website’s fine print reads like a lawyer’s hostage note. 

Stunning. No one saw this coming. Except everyone. 🙄 

Minutes To Hours After Launch

• Some trackers show YZY sprinting to $3B market cap, then sliding under $1B. Others record a peak around $410M before a drop to $140M. DEX data in the first hour is a clown car, so welcome to Schrodinger’s market cap. Both can be “true,” depending on the feed and timestamp.

• Liquidity launch was single sided - only YZY tokens in the pool. No USDC pair. Devs can add or yank liquidity to sell into buyers at will.🤦 

Unless something changes, this is 2025’s most epic rug pull.

We’ll keep you updated as this story continues to develop. 📰 

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️

🪙 Stablecoins Hit $250B, Congress Accidentally Did Something Useful

Stellar says GENIUS Act gave stablecoins a legal spine, and suddenly $250B piled in as banks and fintechs realized they could finally touch the stuff without sweating subpoenas. Think of it like Monopoly money that actually cashes out at the bank - faster, cheaper, and safer to mail abroad than your local wiring system built in the disco era. Stablecoins are now the plumbing for savings, payments, and programmable yield - well, almost, they’re building all that yet , but it’s close! Stellar.

🔒 COTI Says Privacy Tech Would’ve Saved Nomad’s $190M Disaster

Nomad Bridge in 2022 was basically a vending machine set to “free” - one person figured it out, then the whole cafeteria lined up with copy-pasted codes until $190M was gone. COTI’s garbled circuits hide transaction details until they’re settled, meaning the vending machine never flashes “free snacks” in the first place. Bridges will always be juicy targets, but blinding attackers before they can peek keeps the herd looting to a minimum. COTI.

🧠 CUDOS Pushes Small Language Models, Because LLM Bloat Is Dumb

Instead of feeding a T-rex sized AI that eats GPUs for breakfast, CUDOS is betting on small language models that run faster, cheaper, and greener. Their Intercloud lets you spin up these SLMs on demand, wallet login only, no cloud overlords required. CUDOS.

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

🎬 Storj Becomes Media’s New Cloud Drug Of Choice

For media teams drowning in AI-generated footage, Storj says its a cloud built for movies not memos. Legacy clouds are great for spreadsheets, but try shoving a 100GB video through and it’s like mailing a fridge through FedEx. Storj flips the script by spreading storage across thousands of nodes globally, so files stream faster, stay encrypted, and don’t hit you with mystery egress fees. Storj.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending Protocol News 🏦

📈 Spectra Finance Lets You Trade Tomorrow’s Yield Today

Spectra splits your deposit into two tokens: one is your lunch money (the principal), the other is tomorrow’s lunch allowance (the yield). You can sell the “tomorrow” part for quick cash now, while still getting your original deposit back later. Under the hood, Curve pools keep prices fair, turning yield itself into something you can trade like baseball cards (I’m a late 80’s early 90’s kid, we didn’t have the cool Pokemon cards ya’ll have now). Curve Finance.

🔗 1inch Opens Trustless Swaps Between Solana And EVMs

Forget rickety bridges - 1inch now lets you swap tokens directly between Solana and 12+ EVM chains with built-in MEV protection. It’s like finally building a highway between two cities that only had sketchy rope bridges before. Safer, faster, and way less likely to collapse under heavy bags. 1inch.

NEWS IN THREE SENTENCES
Protocol News 🏦

🕵️ Membit Epoch 1 Turns Doomscrolling Into Paid Context Farming

Membit pays “Data Hunters” to feed real-time social chatter into its AI pipeline - your endless scrolling now trains models instead of just wrecking your attention span. Picture it like picking berries: the juiciest, freshest posts get rewarded more, while stale or spammy ones get tossed. AI devs then plug into the curated feed so their bots stop hallucinating headlines from last month. Band.

🛡️ Brave Finds Prompt Injection Hole In Perplexity’s Comet Browser

Agentic browsing is powerful, but without stricter separation between user intent and webpage noise, it’s basically handing your bank login to a very gullible intern. Brave researchers showed how hidden instructions in a Reddit comment could trick Comet’s AI assistant into stealing emails and OTPs. Sort of like whispering “give me your lunch money” into the AI’s ear while the teacher thinks it’s just reading out loud. Basic Attention Token.

LINKS
Links That Don’t Suck 🔗

😡 Scammer poses as UK police chief to steal $2.8M Bitcoin through phishing attack]

🤯 Bitcoin to $15 million possible once Powell is out, says Arthur Hayes

🇪🇺 Gemini has received its MiCA license

👀 CME FedWatch tool shows 81% probability of a September rate cut

🚬 Meet the Ex-NASA engineer training robots to make pre-roll joints

🤖 Warhammer 40,000: Dawn of War 4 is finally a reality

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Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋