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The Defiant

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Title: The Defiant

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A genesis-block Ethereum wallet labeled "Joseph Lubin?" by Arkham Intelligence deposited 110,000 ETH into three Sky Finance vaults on Friday, shoring up the collateral behind $259.05 million in outstanding DAI debt as ETH prices fell sharply, per Lookonchain. The transfers arrived in four...

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Polymarket's 2026 FIFA World Cup prediction markets have accumulated more than $1.8 billion in cumulative trading volume as the tournament's group stage gets underway, with France and Spain priced as the narrowest co-favorites ahead of their high-profile group stage matchup. More than $66 million...

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Citrini Research, the subscription analytics firm whose reports have previously triggered sharp moves in AI-linked equities, published an analysis Monday calling Hyperliquid a compelling investment thesis. The firm argues the decentralized exchange accounts for nearly half of all token buyback...

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Arthur Hayes published a macro thesis Monday arguing that Bitcoin's next major rally will not begin until AI stocks collapse, because the capital wave funding data-center construction and three pending mega-IPOs has absorbed the very liquidity Bitcoin requires to advance. In a lengthy essay titled...

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Aave governance is weighing a protocol-wide risk framework that would apply to every asset on Aave V3, V4, and Aave Horizon, with founder Stani Kulechov saying assets that do not qualify for the new standard will be removed. A companion proposal would shift the Pendle PT risk oracle to...

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