The Ape of Main Street
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پستهای کانال
| 2 | 🤯 mind blowing numbers from @ElectricCapital. Stellar is the fastest growing dev ecosystem of any major chain. Everyone else is collapsing while Stellar is growing. Total devs only second to Ethereum/EVM. We've got ways to go on full time devs but we're getting there.
https://x.com/i/status/2077132637366530468 | 31 |
| 3 | https://x.com/i/status/2077132637366530468 | 29 |
| 4 |  https://x.com/IraqiGovt/status/2077198962704937401?s=20 | 22 |
| 5 |  https://x.com/CoinMarketCap/status/2077212851035373716?s=20 | 21 |
| 6 |  +2https://truthsocial.com/@realDonaldTrump/116921037837295750
https://truthsocial.com/@realDonaldTrump/116921038732875689
https://truthsocial.com/@realDonaldTrump/116921039149407561 | 20 |
| 7 |  Ripple wants AI agents to pay in XRP and RLUSD. The market is still mostly USDC
The XRPL AI Starter Kit gives developers tools for agent payments, but early x402 activity has clustered on Base and Solana. Ripple’s bet is that XRPL’s speed, low fees and RLUSD can win a piece of that flow. | 22 |
| 8 | ![🚨 ALERT: Telegram’s t[.]me domain has reportedly been suspended by the .me registry and removed from global DNS. News | Mark](https://cdn.tlmtr.io/_next/image?url=https%3A%2F%2Fn2.tlmtr.cc%2Fp%2F_cH-AkBvV9cESwGB6oo4SrtVwhoJx_PosgvpeQfRT-qQ%3Fty%3Dx&w=64&q=75){kind=small} +1🚨 ALERT: Telegram’s t[.]me domain has reportedly been suspended by the .me registry and removed from global DNS.
News | Markets | YouTube | 43 |
| 9 |  https://x.com/realDonaldTrump/status/1275024974579982336?s=20 | 42 |
| 10 |  https://x.com/StellarOrg/status/2077132527534539009?s=20
See threadreader doc .. coming | 42 |
| 11 | https://x.com/moonpay/status/2077111393967288539?s=20 | 44 |
| 12 | Ripple is proud to join the x402 Foundation as a Premier Member.
As AI agents begin to take on more of the transaction lifecycle, they'll need a way to pay that's as fast and reliable as the way they already exchange data. We've been helping build that future on the XRP Ledger with the tools and infrastructure developers need to enable agentic payments, including support for x402 that enables agents to transact using $XRP and $RLUSD today.
We're looking forward to contributing to the Foundation's technical and governance work as we help advance open standards for the next generation of internet-native payments: linuxfoundation.org/press/linux-fo…
https://x.com/i/status/2077017675247833365 | 62 |
| 13 | SDF is joining the x402 Foundation as a Premier member 🤝
The @linuxfoundation announced the operational launch of the x402 Foundation, an open-governance body stewarding x402, the open standard for internet-native payments over HTTP.
🧵for more info
https://x.com/i/status/2077056655758664090 | 65 |
| 14 | market cap does not apply to crypto.
in fact, i'd go as far as to say it's completely irrelevant.
i spent my undergrad @wharton studying valuation and later on wall street at @blackstone and @goldmansachs.
i've valued hundreds of assets across every major industry.
understandably, many of you have asked for my thoughts on why "market cap" does not matter.
so here's why:
1. stock vs crypto market caps (an apples to oranges comparison).
the most common mistake people make is comparing the market cap of a stock to that of a token. many people claim that X token can't reach Y market cap because it would be worth more than Apple or Nvidia - quelle horreur!
to understand why this is incorrect, it's important to note how market cap is measured differently for stocks vs crypto.
stock market cap = share price x no. shares outstanding
crypto market cap = token price x circulating supply
as you can see, you're measuring two entirely different things:
- stocks generate revenue, cash flow and represent ownership in an underlying company. a stock price is (typically) derived by discounting the company's future cash flows to find a present value.
- crypto (much like commodities) is valued by its utility, supply / demand, and how much it's being used on a particular blockchain network. utility tokens are not designed to be bought and held. they're designed to be used to pay gas fees for conducting transactions on a blockchain network.
therefore, comparing stock and crypto market caps inevitably yields non-sensical results. it's like arguing whether lionel messi or michael jordan are better athletes.
it's also why comparing the market cap of bitcoin to that of a company (ie walmart) makes no sense; bitcoin generates no revenue and has no physical value, yet its market cap greater than walmart's.
2. crypto market cap reflects the total monetary value of a digital network (ie blockchain).
unlike a company, tokens can't be valued by discounting future cash flows (most do not generate meaningful revenues). instead, their value (much like gold) comes from the market deciding what they're worth and their usage.
so as demand increases, price increases (often regardless of traditional fundamentals like revenue, EBITDA etc).
3. fixed supply vs non-fixed supply
fundamentals aside, crypto market dynamics (which more closely resemble those of commodity markets vs stocks) also make "market cap" is a misleading metric. given the absence of strict fundamentals, price is largely determined by supply and demand.
most importantly, but not limited to, two main reasons:
- crypto (much like commodities) has a (mostly) fixed supply. this means that following any sudden increase in demand, price will increase suddenly due to the fixed supply (also known as a supply shock).
- stocks, on the other hand, have a non-fixed supply. big run-ups in price are typically met with "secondary offerings", whereby companies issue more stock at the higher price to capitalise on the increased demand and raise money at better terms.
this is an important but subtle difference that means crypto market caps can balloon far beyond what would be considered realistic. anyone remember tulipmania, where one tulip became worth as much as a mansion in amsterdam?
4. market cap multiplier
perhaps the most nuanced point of all, and contrary to popular belief, reaching a market cap of $1 trillion does not actually require people to invest $1 trillion. in reality, the amount of fiat invested into the token is only a fraction of its market cap.
thanks to the multiplier effect, $1 of new capital invested could increase the market cap of the token by multiples of that number.
so while it might sound smart to bring up "market cap", it's a misnomer when it comes to crypto (or pretty much any new technology - see $SPCX and other AI companies!).
https://x.com/i/status/2076712006208356716 | 389 |
| 15 |  BREAKING 🚨 PRESIDENT TRUMP TO ADDRESS NATION ON THURSDAY AT 9 PM
READ: https://bit.ly/4pj4ZvP
@insiderpaper | 50 |
| 16 | JUST IN - Nearly 20 agents from the FBI and other federal agencies were with U.S. Capitol Police officers entering Graham's D.C. residence today, two days after his death
@insiderpaper | 55 |
| 17 |  🌍 Stellar $XLM Surpasses $3 Billion in Real-World Assets On-Chain
Stellar $XLM has reached another major milestone as tokenized real-world assets on the network surpass $3 billion, highlighting the growing adoption of blockchain-based financial infrastructure.
According to recent RWA data, Stellar’s on-chain ecosystem continues expanding as more traditional financial assets move onto blockchain rails. The milestone includes both distributed and represented asset value, showing increasing demand for tokenized financial products.
Stellar $XLM has positioned itself as a major platform for asset issuance, payments, and tokenization, attracting institutions looking to bring real-world financial assets on-chain.
Beyond the $3 billion RWA milestone, Stellar has also emerged as the leading blockchain for distributed active investment strategies.
The network currently holds around $620 million in distributed active strategies, surpassing competing ecosystems:
🥇 Stellar - $620M
🥈 Ethereum - $342.9M
🥉 Mantle - $113M
Avalanche - $108.6M
The growth of tokenized funds, investment products, and financial assets shows that blockchain adoption is moving beyond speculation toward real-world applications.
With institutional demand for tokenization accelerating, Stellar $XLM continues strengthening its position as infrastructure for the next generation of digital finance. 🚀
#Stellar #XLM
📱 @scopuly | @scopulynews | 73 |
| 18 |  🇺🇸 The U.S. House will hold a hearing on the Crypto CLARITY ACT in just 4 days, on July 17. | 62 |
| 19 | Stellar has a bigger RWA economy than Solana!
According to DefiLlama data, @StellarOrg $XLM boasts an RWA market cap of more than $2.36B, compared to just $1.84B from @Solana $SOL.
@Ethereum still leads the RWA sector, however, by a dramatic margin, holding a current RWA market cap of over $14.7B .
https://x.com/i/status/2076498851016700217 | 67 |
| 20 |  BREAKING 🚨 Jurassic Park star Sam Neill dies aged 78: family statement
@insiderpaper | 48 |
