OVERVIEW

I’m Emotionally Available For Gains And Emotionally Prepared For Disappointment 😶 

Here’s What’s Happening 👇️

Today’s top trending tickers: $CRO ( ▲ 2.79% ) , $ONDO ( ▼ 1.15% ) , $XRP ( ▼ 2.14% ) , $ZEC ( ▼ 3.48% ) , and $ICP ( ▼ 1.08% )

STOCKTWITS
Take This Poll 👇️

So. The market is green. It feels good. But how do you feel about it?

NEWS
Using Stocktwits’ Data 💻️ 

On any Stocktwits stream page, you’ll see the chart and then two options above it: a Sentiment Score and a Message Volume Score.

Most people read them one at a time. High sentiment, bulls in charge. Loud volume, something’s cooking. Fairly standard – and how you use it is up to you. But I’ve been asked to share how I use it.

In a nutshell, I’ve found they work best when used together with price action instead of in isolation. If an asset has been trending higher and both the Sentiment Score and Volume Score run high, price tends to roll over the next three to five days. Not because the crowd is wrong about the asset – because the crowd has arrived.

Now, without using anything else other than price, and Stocktwits’ Sentiment and Message Volume scores, the short-term slide south here in $ETH ( ▼ 2.46% ) had plenty of warning signs.

Now, there’s a lot more I could get into, but that’s for another edition of the newsletter. My point is this: The crowd is both a confirmation and a contrarian indicator. Stocktwits just lets you time how contrarian.

And this is the only place to get it.

STOCKTWITS
Stuff Stocktwits People Said 👇️

<blockquote align="center" class="stocktwits-embedded-post" data-origin="https://stocktwits.com" data-id="659177169"

$AVAT$AVAX.X $AVX

@remzshn$AVAT@remzshn  please do another bear post saying this will go down to 1 cent need my buy order filled cheers buddy

Wanting to add another 5k shares but not getting filled for hours

Please make the post sound as though the company is going bankrupt next week so I can continue adding cheap shares

This will be the next big runner watch this space 🚀🚀🚀

NEWS
Eightco Has A Whole Lot Of Worldcoin

Eightco says it holds 283.45 million $WLD ( ▼ 4.58% ) , roughly 8% of circulating supply, alongside 16,278 ETH, $148 million in cash and stables, $90 million of indirect OpenAI exposure, and $18 million in Beast Industries. Total claimed treasury: $406 million.

So… not really a treasury, more like a Costco cart.

The WLD stack alone was worth about $116 million at $0.41. Eightco says it is the largest publicly disclosed WLD holder. World’s July 24 unlock milestone would cut daily issuance 43%, from 5.1 million to 2.9 million WLD.

NEWS
E*TRADE Finally Finds the Crypto Button

E*TRADE has finally rolled out spot crypto trading, letting eligible customers buy, sell, and hold Bitcoin, Ethereum, and Solana beside their traditional investments.

Trades run through separate Zero Hash accounts at 50 basis points per transaction. Transfers are promised later this year. Until then, users can buy crypto and admire it inside the platform.

Retirement planning, fractional shares, and a little Solana under one roof. Better late than never.

STOCKTWITS
Stuff Stocktwits People Said 👇️

<blockquote align="center" class="stocktwits-embedded-post" data-origin="https://stocktwits.com" data-id="658969337"

$PI.X Pretty genius of the creators to not let anyone sell until they’re out!

RWA
Crypto Company Buys $12 Million Jet Engine 🤦 

Not a jet, just an engine. And you might be thinking, ‘wait, don’t planes usually have two?’ Yes they do. But these guys just wanted one.

$FRMM ( ▼ 2.26% ) is a digital asset platform focused on tokenized real-world assets and they just purchased a CFM56-7B aircraft engine for roughly $12 million in cash.

Wait What?

The CFM56-7B is a commercial turbofan engine commonly used on Boeing 737 Next Generation aircraft. It’s that big giant cylindrical thinging hanging beneath the wing and omg I hate sitting in seats right next to that beast.

Like I said, forum did not buy an entire plane. It bought one removable engine that an airline leases, installs, operates, and pays Forum to use. And it already generates:

• Fixed monthly lease payments

• Extra usage-based fees

• Projected double-digit annual returns

• Eventual resale, parts, or teardown value

This is Forum’s fourth income-producing engine. A fifth is expected within weeks. Still, ‘digital asset platform builds jet-engine portfolio’ reads like a Mad Lib completed during an investor conference lunch break that involved a lot of beer. I mean a lot of beer.

Like, how much beer do you have to drink between the idea of tokenizing stonks, then treasuries, then precious metals… and then someone shouts, ‘uh derrr how about those whirry fan things on the plane’ and it becomes reality?

STOCKTWITS
Stuff Stocktwits People Said 👇️

<blockquote align="center" class="stocktwits-embedded-post" data-origin="https://stocktwits.com" data-id="659183095"

$WLFI.X Brilliant investment, if you need some serious tax losses. 🤭

DEFI
Dune Found $542 Million Sitting Around Doing Nothing in DeFi 🤯 

Concentrated liquidity was supposed to put DEX capital to work. Dune checked the machinery. About $542 million was parked outside active trading ranges in an average week during H1 2026, earning zero fees and providing zero market depth.

That is 29.5% of the capital measured.

Great stuff from Dune here.

Twitter tweet

The Expensive Part of “Set It and Forget It”

Dune reconstructed roughly 6.5 million position snapshots across $UNI ( ▼ 4.82% ) v3, Uniswap v4, $CAKE ( ▼ 1.37% ) v3, and $AERO ( ▲ 1.35% ) Slipstream. The study covered seven chains, 26 weekly snapshots, 559 to 776 pools, and about $1.84 billion in average TVL.

The headline findings:

• 29.5% of concentrated-liquidity capital sat fully out of range.

• 36.7% of that idle capital, roughly $200 million, had not been adjusted for more than 90 days.

• Only 13.7% of v3-family capital was actively used by trades.

• Another 56.9% remained in range but sat outside the week’s traded band.

• Add those last 2 buckets and roughly 85% was underutilized.

On constant-product venues (a type of automated market maker algo), Dune found 98.7% of capital sat outside the daily traded band. Going from nearly 99% underused to roughly 85% is progress. It is also a fairly low bar.

Humans Remain the Weakest Liquidity-Management Software

The ownership data is the fun part. Automated managers, bots, farms, and gauges generally kept capital in range. Individual wallets did not.

Positions above $1 million had lower idle rates than tiny positions, yet still held 47% of all idle dollars – around $260 million.

Direction More Than Commotion

Dune found idle liquidity rose about 0.4 percentage points for every 1% weekly move in ETH, with a moderate correlation of 0.49. Raw volatility mattered far less. A violent round trip may leave positions active. A slow one-way grind strands them. Even stablecoin pools averaged roughly 30% out of range.

TL;DR – concentrated liquidity improved DeFi, but capital efficiency remains unfinished. Active management, better incentives, and yield-bearing hooks can help. Free lunches continue missing scheduled appointments.

NEWS
Speaking Of DeFi And Doing It Right 🧠

$GLXY ( ▼ 9.24% ) has an answer to the woes above in the form an institutional version of putting idle stablecoins to work without giving the treasury team a nervous breakdown.

Galaxy Curator lets Fireblocks Earn’s 2,400-plus institutional clients deploy into $MORPHO ( ▼ 5.77% ) vaults from the same approval and signing setup they already use. Galaxy picks the markets, sets collateral rules and exposure limits, and monitors the thing. No handing the keys to some guy named YieldWizard.

And they’ve got two playgrounds: Quality vaults, backed only by blue-chip collateral and built for preservation; and Enhanced vaults, which add restaking tokens, Pendle PTs, and Ethena products for more yield and more ways for markets to misbehave.

OLD NEWS
Crypto Stuff That Happened Today, But A Long Time Ago 📜

Here’s what was happening in the newsletter a year ago today:

• The whole issue was a Crypto Week cheat sheet – breaking down the Anti-CBDC bill, the CLARITY Act, and the GENIUS Act without making readers chew drywall

• The CLARITY Act tried to draw the SEC/CFTC battle lines – mature networks could move into commodity territory, spot crypto platforms would register with the CFTC

• The GENIUS Act was the stablecoin rulebook – 1-to-1 reserves, monthly attestations, licensed issuers, bankruptcy priority for holders, no yield gimmicks, and Treasury still holding the sanction hammer

Here’s what was happening in the newsletter two years ago today:

• Trump picked J.D. Vance as his running mate – giving crypto its first major pro-Bitcoin figure on a presidential ticket

• Vance’s crypto angle was the headline – he had disclosed holding $100K-$250K in BTC, backed self-custody

• ETH ETFs looked ready to launch – final paperwork and fees were expected, with the market watching for a possible July 23 trading start

OLD NEWS
Other Stuff That Happened Today, But A Long Ass Time Ago ⌛️

June 16

• 1212 – Christian forces won Las Navas de Tolosa

• 1661 – Stockholms Banco issued Europe’s first real banknotes

• 1769 – Mission San Diego de Alcalá was founded, becoming the first Spanish mission in California

• 1779 – “Mad” Anthony Wayne stormed Stony Point,

• 1790 – Congress picked the Potomac site for the U.S. capital

• 1809 – La Paz revolted against Spanish authority

• 1862 – David Farragut became the U.S. Navy’s first rear admiral

• 1918 – The Romanov family was executed overnight

• 1935 – The world’s first parking meter was installed in Oklahoma City

• 1941 – Joe DiMaggio stretched his hitting streak to 56 games

• 1945 – The Trinity test detonated the first atomic bomb

• 1969 – Apollo 11 launched for the Moon

• 1973 – Nixon’s White House taping system was revealed, turning Watergate from scandal into a self-own with magnetic tape.

Get In Touch 📬

Email me, Jonathan Morgan, feedback; I’d love to hear from you. 📧
Follow me on Stocktwits 🫂 And Sponsor this newsletter 😎 

Terms & Conditions 📝

Securities Disclaimer: STOCKTWITS IS NOT A TAX ADVISOR, BROKER, FINANCIAL ADVISOR OR INVESTMENT ADVISOR. THE SERVICE IS NOT INTENDED TO PROVIDE TAX, LEGAL, FINANCIAL OR INVESTMENT ADVICE, AND NOTHING ON THE SERVICE SHOULD BE CONSTRUED AS AN OFFER TO SELL, A SOLICITATION OF AN OFFER TO BUY, OR A RECOMMENDATION FOR ANY SECURITY. Trading in such securities can result in immediate and substantial losses of the capital invested. You should only invest risk capital, and not capital required for other purposes. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should also consult an attorney or tax professional regarding your specific legal or tax situation. The Content is to be used for informational and entertainment purposes only and the Service does not provide investment advice for any individual. Stocktwits, its affiliates and partners specifically disclaim any and all liability or loss arising out of any action taken in reliance on Content, including but not limited to market value or other loss on the sale or purchase of any company, property, product, service, security, instrument, or any other matter. You understand that an investment in any security is subject to a number of risks, and that discussions of any security published on the Service will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which Content is published on the Service have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information. Read the full terms & conditions here. 🔍

Author Disclosure: The author of this newsletter holds positions in AVAX, ADA, PUDGY, WLD, NEAR, INJ, LTC, LINK, ZEC, XLM, and FET. 📋