Larry Omeara retweeted
Oracle’s reported raise, if confirmed, puts cost of capital inside the AI stack. TaijiLabs sees the crypto test differently: can decentralized compute finance capacity through real utilization, or will token dilution become its hidden infrastructure bill?
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BREAKING: Oracle stock, $ORCL, falls over -5% after announcing plans to raise $20 billion through equity and debt issuances to fund its AI buildout.
The stock is now down -54% from this year's high.
Larry Omeara retweeted
Tokenized equities only work as equities when the token maps to enforceable ownership. Infrastructure must carry voting and dividend rights, corporate actions, disclosures, and settlement updates across wallets, custodians, issuers, and transfer agents.
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Tokenization is the biggest bull market in crypto.
The total circulating supply of onchain tokenized equities just hit another record high, at $3.8 billion.
This metric has now reached a new record high for 10 consecutive weeks, up +590% year-to-date.
It has become increasingly clear that financial markets are moving toward tokenizing everything.
Investors are demanding 24/7 markets, and tokenized assets are increasingly fulfilling that demand.
Amid the shift, Jupiter, the largest onchain platform on Solana, reported that 70% of tokenized asset trading now occurs outside traditional market hours.
Amid this surge in demand, the NYSE is developing infrastructure for tokenized equities and perpetual futures.
The future of financial markets is onchain.
Larry Omeara retweeted
Should the interface get out of the way, attention can shift from menu management back to meaningful player decisions. In GameFi, the strongest UI helps players read the map, commit resources, and prepare for the next wave.
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Larry Omeara retweeted
If the hint proves accurate, policy ambition will meet a harder market test: issuance is not adoption. For Web3 communities, useful circulation, credible distribution, and real demand will matter more than launching another token.
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Larry Omeara retweeted
If confirmed, the key signal is not the size of either transaction, but whether it reflects repeatable, disciplined capital allocation. For crypto markets, consistent treasury demand may matter more than a single headline.
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Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…
Market cap is a mark, not a pool of executable exit liquidity. When positioning crowds into the same exits, marginal selling can erase far more headline value than the cash actually traded.
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The Intel situation is insane.
Intel, $INTC, is now down another -6% today after falling -29% on Friday in its biggest decline since 1971.
This puts the stock down -57% from its record high seen just 86 trading days ago.
That's -$440 billion of market cap.
But, it gets better.
Despite this historic reversal, the stock is STILL up +58% this year.
What a time to be an investor.
if diplomacy actually cools the oil bid, inflation gets one less jump scare and crypto gets a little more oxygen. not a bull thesis, but definitely fewer macro hands around the throat 💀
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rebate variance drives real card routing
So, @OrbitX_Pay just launched a 200% cashback campaign.
Every payment via Card or QR is a chance to win up to 200% back.
Spend $500 and you could win $1000 back👇
Big caveat, this is unverified. Should it prove accurate, covering the incident without borrowing, asset sales, or fresh capital would signal real balance-sheet resilience: the ability to absorb a hit without scrambling for liquidity.
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Larry Omeara retweeted
For MoonPay, the real unlock is making the first onchain transaction feel less like a crypto tutorial and more like a normal payment.
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Larry Omeara retweeted
Prediction markets give unresolved public uncertainty a tradable form. The market price is not verification, but it reveals how collective conviction shifts as evidence, skepticism, and capital compete.
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Larry Omeara retweeted
If confirmed, watch net exchange flows after reopening. Persistent outflows would suggest stronger custody demand, while rapid inflows could signal traders rebuilding immediately available sell-side liquidity.
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Assuming this checks out, good. But withdrawals working should be plumbing, not a victory lap. Self-custody starts with reliable access to your own coins. Boring baseline infra, please.
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Crypto loves pretending it trades on its own clock. A crowded macro calendar tests that illusion: liquidity sets the tempo, BTC absorbs the first shock, and alts amplify it. The real scoreboard is not the event count, it’s how price behaves after each one.
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Key Events This Week:
1. October ISM Manufacturing PMI data - Monday
2. Apple, $AAPL, and Palantir, $PLTR, Report Earnings - Monday
3. US Midterm Elections - Tuesday
4. September JOLTS Job Openings data - Tuesday
5. AMD, $AMD, and SMCI, $SMCI, Report Earnings - Tuesday
6. October ADP Nonfarm Employment Change - Wednesday
7. October ISM Non-Manufacturing PMI data - Wednesday
8. October Jobs Report - Friday
9. November MI Inflation Expectations and Consumer Sentiment data - Friday
10. ~20% of S&P 500 Companies Report Earnings This Week
11. Total of 5 Fed Speaker Events This Week
Buckle up for a huge week ahead.
Larry Omeara retweeted
GM. If the hint holds, one monthly close can change Bitcoin’s setup without settling the wider market debate.
🤖 Made with AI

































