GM. This is the Never Die Newsletter, where I share whatever crypto news and content I feel like, every week, short and sweet, right to your beautiful little inbox.
This week we have:
📺 Latest Episode: How The AI Boom Could Spill Into Crypto
📰 News: Aave Achieves Historic $1 Trillion DeFi Lending Milestone
🌟Narrative of the week: Jane Street Sued by Terra Labs
NEWS📰
📈 Aave Achieves Historic $1 Trillion DeFi Lending Milestone
Aave made history this week by surpassing $1 trillion in cumulative lending volume, cementing its position as the industry leader with $27.2 billion in TVL. The platform continues to expand its institutional offerings and dominate market fees among other DEFI protocols.
🎯 Circle Beats Q4 Earnings Targets
Circle exceeded their Q4 expectations by posting $770 million in revenue, largely driven by a 72% increase in USDC circulation. This alongside the successful expansion of its blockchain infrastructure and cross border payment networks, propelled Circle's stock price up by over 20%.
🗺️ Ethereum Foundation Unveils Decade Long Strawmap Roadmap
The Ethereum Foundation has introduced the Strawmap Roadmap. This document outlines five ambitious goals for Ethereum's evolution, including achieving 10,000 transactions per second, implementing shielded ETH transfers for privacy, and securing the base layer with post quantum cryptography.
🟠 Strategy Hits 100th Bitcoin Purchase
Strategy has officially completed its 100th Bitcoin acquisition, purchasing 592 BTC for roughly $39.8 million to bring its total holdings up to a massive 717,722 BTC. The company remains the largest publicly traded corporate holder of Bitcoin and recently one of the most shorted stocks on the NYSE.
🏛️ Tokenized US Treasury Market Surpasses $10.8 Billion
The tokenized US Treasury market has surged by over $1 billion since early 2026 to reach a $10.8 billion Market Cap. Driven by major institutional players like BlackRock, this sector has expanded 50 fold since 2024 as TradFi increasingly adopts blockchain technology for issuing and settling government debt.
How The AI Boom Could Spill Into Crypto
In this week's video I breakdown a certain setup and why it matters. I talk on why I think the next crypto bubble will be AI driven, what Grok 4.2 Heavy predicts into 2027, and why macro is quietly pointing to stronger prices ahead.
Narrative of the Week: Jane Street Sued by Terra Labs
Hours after Terraform Labs’ bankruptcy estate slapped quant giant Jane Street with an insider trading lawsuit, the notorious 10AM BTC dump abruptly stopped. This resulted to a massive relief rally that added up to $200B to the crypto market in a matter of days. Here’s what happened;
The Allegation: A February 23rd filing claims Jane Street used insider chats to front run Terraform Labs. When Terra pulled $150M UST from Curve in 2022, a Jane Street linked wallet allegedly yanked $85M just minutes later, accelerating the $40B+ UST/LUNA death spiral.
Jane Street’s Response: Jane Street has fired back calling the suit a desperate and baseless attempt to extract money, placing the blame squarely on Terraform's own systemic fraud
The 10AM Dumps: For months, sharp algorithmic BTC selloffs hit right at 10AM ET (US open), liquidating longs then recovering. Crypto Twitter blamed Jane Street’s flow algo trading for systematic suppression.
The Insane Timing: Immediately following the lawsuit, the 10AM dumps stopped cold. BTC surged 5-10% (briefly tagging $70k), wiping out shorts and flipping market sentiment completely bullish overnight.
This single filing turned the Wall Street is suppressing BTC conspiracy to an actual possibility to many. Whether Jane Street was actually running the 10AM algo or not, this proves to show how fragile and powerful TradFi influence is in crypto.
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