Arthur Hayes: I bet that Bitcoin will surpass $110,000 before retracing to $76,500

April 23rd: BitMine Stakes 93,600 ETH (Valued at $218.08M) Over the Past Hour, Per Onchain Lens Data

April 23rd, Trump tweeted: "Iran is currently struggling to figure out its leadership — they don’t even know who’s in charge! An internal fight is unfolding between hardliners and so-called moderates: hardliners keep losing on the battlefield, while the so-called moderates aren’t actually moderate but are gaining more traction, making the situation very chaotic. We have full control of the Strait of Hormuz. No ship can enter or exit without U.S. Navy approval. The strait is ‘completely blocked’ — unless Iran strikes a deal! Thanks for your attention."

On April 23rd, The Block reported that Cluster Protocol—an AI DeepTech and Web3 infrastructure firm—has closed a $5 million latest funding round, led by DAO5 with participation from Paper Ventures, JPEG Trading, Mapleblock Capital, and others. This brings the company’s total funding to $7.75 million. The funds will be used to accelerate development of CodeXero, its EVM ecosystem-native browser-style coding AI IDE. CodeXero translates user intent into production-grade code: when creators outline what they want to build, the AI engine—powered by Cluster’s decentralized compute infrastructure and trained on over 200 audited smart contract patterns—parses the intent to generate deployable smart contracts, DeFi logic, tokenomic models, and issuance processes. Notably, CodeXero has onboarded over 300,000 wallets, processed more than 3 billion AI tokens, and supported the deployment of over 25,000 dApps. The project has partnered with entities including Filecoin, deeply integrated wi

**Web3 Games Burn $15B with Minimal Player Traction; 93% of GameFi Projects Failed: Caladan Data** On April 23, CoinDesk reported that liquidity and trading firm Caladan’s data reveals Web3 games have burned $15 billion chasing a token-driven future—yet failed to win over players. Key findings from Caladan’s report: - ~93% of GameFi projects have declared failure. - Token values have plummeted ~95% from their 2022 peak. - Studio funding shrank 93% by 2025. - Over 300 blockchain games have shut down. “Capital is being destroyed at every level,” the report notes, with venture capitalists, retail NFT buyers, game guilds, and the tap-to-earn trend among Telegram’s 300 million users all falling victim. Standout examples: - Hamster Kombat lost 96% of its users within six months of launch. - YGG (flagship game guild Yield Guild Games’ token) dropped 99.6% from its November 2021 peak. Striking individual project failures include: - Pixelmon: Raised $70 million via a 2

On April 23rd, Robinhood has listed ZEC, per its official website.

April 23: Strait of Hormuz Traffic Remains Mostly Stalled Only one Iran-linked large cargo ship was observed departing the Persian Gulf as of local time Thursday morning, per ship-tracking data. Security in the strait deteriorated further Wednesday: Iranian military vessels fired on a commercial ship, while the U.S. intercepted two oil tankers from Tehran. (Source: FXStreet)