People find BTC at $70K just as likely as BTC at $115K.
Less than 50% now expect it to reach $100K.
Which side are you on, anon?

I do think that prediction markets are the most accurate barometer for understanding expectations.
Pure alpha.

A snapshot of @Acurast's testnet ↓
> Phones Onboarded158,136+
> Testnet Transactions522M+
> Developer Deployments229,048
> Services Deployed94,200+
How good will the mainnet be?

Btw, @Polymarket is now pricing a 95% chance of a Fed rate cut on Dec 10.
For crypto, this is a macro toggle for how the entire market trades into 2026.
Since the Oct 10 washout, BTC has traded like a confused high-beta macro asset: first down ~25% to ~$80K, now back to ~$93K while total crypto mcap fell 4%.
Sentiment flipped from “this was supposed to be the bull year” to pure indecision.
A cut is the next clean catalyst, and if the Fed delivers 25 bps, the transmission into crypto likely runs through three channels:
1️⃣ Cheaper liquidity
Lower front-end rates reduce the opportunity cost of h

A quick note on @Acurast's unique positioning ↓
Acurast = Smartphone-based compute network leveraging consumer mobile devices' built-in TEEs and HSMs
Competitive advantages:
• Massive potential node base: Billions of smartphones globally vs. limited server infrastructure
• Lower barrier to entry: Anyone with a smartphone can participate
• Geographic distribution: Natural global distribution of mobile devices
• Cost efficiency Utilizes idle smartphone compute power
• Hardware security: Built-in TEEs/HSMs in modern smartphones
Competitive disadvantages:
• Performance limitations: Smartphones le

💳 Crypto cards reached $406M in volume in November.
The leaders in terms of volume were:
@raincards ($240M), @RedotPay ($91M), and @ether_fi Cash ($36M).
The leaders in terms of rapid growth were:
@raincards $196M → $240M (+22%)
@ready_co $3.3M → $5.2M (+58%)
@ether_fi $33M → $36M (+9%)
@Holyheld $5.4M → $5.7M (+6%)
Notable declines:
@RedotPay $100M → $91M (-9%)
@Cypher_HQ_ $23M → $20M (-13%)
@MetaMask $3.3M → $2.3M (-30%)
Total: $380M → $406M (+7%)

This is what airdrop rumours do to protocol metrics.

Tokenized RWA reached $36.1B across 554K holders.
Private Credit dominates at $18.8B (52%), followed by US Treasury Debt at $9.2B (26%). Together, they make up about 78% of the market.
• Private Credit: Institutional lending markets now accessible with fractional ownership instead of $1M+ minimums
• US Treasuries: Government bonds trading 24/7 onchain with instant settlement
• 554K holders shows growing demand for yield-generating assets backed by real-world cash flows
• Traditional finance choosing blockchain for efficiency gains over legacy infrastructure

Bitcoin is now cheaper relative to gold than almost any point in the last 15 years.
The BTC/Gold ratio just dropped below the statistical floor of a 15-year power-law model, something that's only happened once before (late 2017), and it snapped back within weeks.
Historically, when BTC gets this "cheap" vs gold, it doesn't stay there long. Not a timing signal, but a rare statistical anomaly worth watching.
s/o: @that1618guy & @Delphi_Digital
h/t @jv_finance for the model

Every team with investor obligations to release the token before the year's end ↓