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What Is Tezos (XTZ)?   Tezos is a high-performing blockchain and open-source platform for assets and applications, with a strong focus on code security, on-chain governance, and decentralization. Tezos 2.0, the upcoming step in the evolution of Tezos, aims to improve scalability (via layer 2s), composability, and to implement support to mainstream programming languages (like Javascript, Typescript, Python, and many others).   Initially built with formal verification in mind, the Tezos protocol enables builders to avoid bugs when developing smart contracts, making it particularly suited to applications that require a high degree of security and certainty.   Tezos’ LPoS (Liquid Proof-of-Stake) consensus mechanism enables any stakeholder to take part, directly or by delegation, in the consensus process, and to be rewarded for securing the network. Rather uniquely, Tezos’ on-chain governance system also enables stakeholders to create and vote on protocol upgrade proposals. This pioneering system allows the protocol to self-amend and upgrade itself without leading to a split (or fork) in the blockchain, empowering the community without slowing down innovation.   First proposed in 2014 and launched in 2018, the Tezos Mainnet has a proven track record of running uninterrupted ever since, having earned a strong reputation for technical excellence and a supportive community.    Who Are the Founders of Tezos? Tezos was conceived by Arthur and Kathleen Breitman in a 2014 white paper under the pseudonym L.M. Goodman in a nod to Satoshi Nakamoto, referencing a journalist who had misidentified the creator of Bitcoin.   In a previous paper, the Breitmans had argued that Bitcoin's biggest shortcomings were the lack of a governance process that invited contributions from its community of users, cost and centralization issues raised by its proof-of-work system, the limited expressiveness of its programming language which didn’t allow for smart contracts, and security

Tezos

A sharp Tezos rebound has driven attention, with traders debating whether the move reflects genuine buying momentum or a coordinated speculative pump. Bulls are calling for further recovery and citing staking or broader altcoin-cycle potential, while skeptics warn of profit-taking, continued token issuance, and another decline.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

Reports that the Senate Banking Committee advanced the CLARITY Act are driving attention, with traders viewing potential regulatory clarity as supportive for Ondos real-world-asset tokenization narrative. Debate remains focused on whether the bill will clear the full Senate and whether a future fee switch or other mechanism will give ONDO holders direct value from protocol growth.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

A sharp rebound in AVAX is drawing attention alongside traders focus on reported NYSE/ICE testing of Avalanche for tokenized securities and broader institutional real-world-asset adoption. The community is divided between bulls expecting altcoin rotation and a breakout, and skeptics citing weak follow-through, token inflation, and selling pressure.

Gemini Space Station, Inc. is a holding company, which engages in building secure financial infrastructure for the next generation of money and markets, providing access for individuals and institutions to a financial future that is more open, fair, and secure. The firm offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

A strategic investment from Winklevoss Capital at a substantial premium, alongside better-than-expected quarterly results, has renewed attention around Geminis turnaround and expansion beyond crypto trading. Traders are debating whether the move can trigger a short squeeze, while skeptics view the insider-funded deal as insufficient evidence of improving profitability.

Injective is an interoperable Layer 1 blockchain designed for DeFi applications. It provides developers with on-chain financial infrastructure modules to build dApps such as decentralized exchanges, prediction markets, and lending protocols. Its decentralized cross-chain bridging infrastructure offers compatibility with most blockchains, including EVM chains like Ethereum and non-EVM chains like Solana.

Injective

Attention is centered on Injectives reported Solana launch and a staking-enabled ETF filing update, alongside its broader tokenization and regulated-finance push. Traders are largely bullish and debating whether the rally reflects genuine institutional flows or a short squeeze, while some warn it could be a temporary sell-the-news move.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys planned acquisition of Resonant Sciences and a related equity offering have drawn attention, with traders divided between viewing the defense and autonomy expansion as a profitable diversification and criticizing the cash use and potential dilution while the air-taxi business remains pre-commercial. Discussion also focuses on Texas eVTOL demonstrations, autonomous-flight testing, and progress toward FAA certification as longer-term offsets.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Attention is being driven largely by confusion and possible spillover from Quantinuums similarly named Nasdaq IPO, with traders debating whether the crypto tokens move is related or independent. Others point to its Robinhood availability and anticipated staking/testnet activity, while long-term bulls cite limited supply and potential banking/tokenization use cases.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

Attention centers on reported Pakistan government deployments and UNDP exploration of ICP-based sovereign cloud and AI infrastructure, which traders view as potential real-world adoption beyond crypto speculation. The community is divided between long-term optimism about ICPs technology and frustration that these developments have not translated into stronger price action, with token inflation and repeated breakout failures also under debate.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Updated NEST Phase 2 data for Agenuss BOT+BAL immunotherapy, showing deep responses and no observed colorectal-cancer recurrences in follow-up, is driving optimism around the planned ROBBIN Phase 3 trial. Traders remain divided, with bulls citing the therapys potential in MSS colorectal cancer while skeptics point to the small, nonrandomized dataset, lengthy timelines, and dilution risk.

WeRide, Inc. operates as an investment holding company. It engages in the sale of autonomous driving vehicles, primarily including robobuses, robotaxis, robosweepers and related sensor suites. The company was founded by Tony Xu Han and Yan Li in February 2017 and is headquartered in Guangzhou, China.

WeRide Inc. - ADR

Investor focus is on WeRides ongoing losses, heavy R&D spending and lack of near-term profitability despite global robotaxi and ADAS expansion. Traders debate whether fleet scaling, partnerships and improving utilization can change the outlook, while bearish commentary points to weak execution, limited institutional interest and persistent technical pressure.

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@Neubaufahrzeug how many rate hikes until $SANA SC451 data in February🤨

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@Neubaufahrzeug Added as well.  Conference call with Morgan Stanley was extremely encouraging on SC451. Hang in there.

 Added as well.  Conference call with Morgan Stanley was extremely encouraging on SC451. Hang in there.

@Neubaufahrzeug Congrats on the adding yesterday and in for the rebound! Glad I did the same!

 Congrats on the adding yesterday and in for the rebound! Glad I did the same!