Winners and losers of 2026 Themes:
#1 winner is Memory and Storage at 39.6% YTD
#1 loser is Enterprise SaaS at -32.9% YTD
Best hedgefunds are long memory, short SaaS.
It would be HIGHY contrarian to be long SaaS, short memory rn if you think market is overreacting to Claude killing SaaS.

Twitter

Bitcoin at Block – the Bitcoin project of Block , the company founded by Twitter co-founder Jack Dorsey – has just announced the launch of a free Bitcoin Faucet, marking the return of the Bitcoin distribution model...

Jack Dorsey announces a $1 million project to give away free Bitcoin.

MicroStrategy founder Michael Saylor asserts that Bitcoin has won the global narrative war, specifically naming BIP- […]
The article, "Michael Saylor Warns BIP-110 is the Biggest Threat to Bitcoin; Four-Year Cycle is Dead, Institutional Capital is the Real Protagonist," was first published on BlockTempo, the most influential blockchain ABMedia media.

Michael Saylor warns that BIP-110 is the biggest threat to Bitcoin; the four-year cycle is dead, and institutional capital is the real protagonist.

Chainlink has released 17.875 million LINK tokens valued at approximately $165 million in its scheduled quarterly unlock, according to on-chain data.
Of the newly unlocked supply, 14.875 million LINK,...