Today’s issue is brought to you by Safe — the world’s leading smart account provider on EVM, securing $100B+ in assets (including Vitalik’s).

👉 Join their Telegram for exclusive alpha!

Telegram | Twitter | Community

⌐◪-◪ → Tether is making moves

Tether, the issuer of the world’s largest stablecoin USDT, just announced its integration with Bitcoin’s Lightning Network. Revealed at the Plan B conference in El Salvador, this update allows USDT to be minted directly on Bitcoin using the Taproot Assets protocol for faster, low-cost transactions.

This means merchants can now accept USDT payments on Bitcoin—combining Bitcoin’s decentralization and security with Lightning’s speed and scalability. It feels like mainstream crypto adoption is getting closer by the day.

The real question is whether this will push Bitcoin further into global payments or remain a niche feature. Either way, Bitcoin's ecosystem is looking more versatile than ever.

⌐◪-◪ → Vitalik is nearly all-in on ETH

Vitalik Buterin just revealed that less than 10% of his crypto portfolio is in Bitcoin, with the majority in Ethereum. This came in response to Udi Wertheimer’s tweet: “If you don’t have at least 10% of your portfolio in Bitcoin, I can’t help you.”

While some may debate the numbers, I tend to agree with Udi—Bitcoin should make up the core of any crypto portfolio. Alts are great during bull runs but can vanish just as quickly during downturns. Timing exits perfectly is nearly impossible, and many coins won’t survive to the next cycle.

Ethereum, on the other hand, has lagged this cycle but feels like it’s ready for a big move. With Vitalik stepping in to talk about leadership changes and how to accrue value back to Layer 1, ETH looks well-positioned. Personally, I’ve got my eyes set on $10k for Ethereum.

⌐◪-◪ → The memecoin meta is real

Pump.Fun, the viral memecoin launcher, is about to hit $500M in revenue just shy of its one-year anniversary. It’s hard to overstate how bullish this is for Solana, as Pump.Fun memecoins have been a major driver of its ecosystem.

But here’s the flip side: Pump.Fun has extracted nearly half a billion dollars in liquidity, mostly from retail investors. This has reignited debates about whether platforms like this are good or bad for the space.

I think memecoins are here to stay, but this degenerate gambling meta feels unsustainable. The big question is: what happens to Solana when the memecoin hype finally dies down? The answer could shape its future.

Join Our Community!

Designed to make you a better crypto investor, builder, and operator.

💬 Chat with Valko and other experts
📚 Access additional hand-curated resources
😊 Make friends, share memes, have fun