In this week’s Crypto Long & Short newsletter: - Sylvia To on AI agents choosing denationalized money. - Top institutional headlines - Kamino hits $90M in OnRe liquidity while $KMNO drops 16% Chart of the Week https://t.co/y98rOncE0e

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

🎥SPOTLIGHT: Bitcoin OG @ErikVoorhees on the separation of money and state, the danger of a US Strategic Bitcoin Reserve, and why crypto was actually built for AI. 01:20 - Voorhees' First Memory of Money Mattering 04:00 - Discovering Bitcoin As a Solution to the Financial Crisis 06:13 - Could Bitcoin Replace Gold Completely? 07:17 - When Will There Be A Complete Financial Collapse? 10:47 - The Separation of Money and State 13:57 - Why Voorhees is Divided on Governments Holding Bitcoin 15:53 - Crypto Industry Engagement with Politicians Is "Gross" 19:49 - Voorhees' History with the SEC 21:48 - From Satoshi Dice to Prediction Markets 24:09 - What Does "Sufficiently Decentralized" Actually Mean? 27:35 - Ethereum's Trajectory 29:07 - Voorhees Predicts Base Will End Up the Predominant L2 32:01 - Sci-Fi and Technological Optimism 34:06 - Learnings from ShapeShift's DAO Structure 38:01 - Venice AI: Separation of Mind and State 40:24 - How Do We Avoid a Dystopian Future? 43:19 - How Venice AI Differs from ChatGPT and Gemini 47:46 - Unprogramming Human Instincts for Privacy 50:24 - The VVV Token 54:25 - Crypto is Built for AI Machines 56:56 - How He Lost 50K BTC Fighting The SEC ...and more on CoinDesk Spotlight with @JennSanasie.

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

💡 NEW: São Paulo pilots blockchain microloans for farmers with Tanssi tech, offering up to R$15,000 in fast loans. Launching next month! 🇧🇷 @FranciscoMemor reports https://t.co/5qOqJ59y4z

Name & Symbol: TANSSI ($TANSSI)
Address: 0x553f4cb7256d8fc038e91d36cb63fa7c13b624ab

ETF NEWS: Canary Capital is widening its bet on niche crypto assets with a new filing for an exchange-traded fund tied to $MOG Coin, a cat-themed memecoin born from TikTok culture. By @shauryamalwa https://t.co/HqkjhGs3bv

Name & Symbol: Mog Coin ($MOG)
Address: 0xaaee1a9723aadb7afa2810263653a34ba2c21c7a

NEW: Circle has launched public testnet of its Arc blockchain with global banks, asset managers like BlackRock, HSBC, Apollo onboard. @sndr.krisztian reports https://t.co/LVhYo9WXMT

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

📊 Institutional flows dominated Q3 as spot BTC and ETH ETFs drew over $18B in inflows, and public firms added 190K BTC, bringing holdings to 5% of supply. Altcoin treasuries are rising too, led by ETH, SOL, TRX, WLD, and ATH. Josh de Vos (@JdvXbt) brings you "Chart of the Day," presented by @cryptocom.

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

🔥 LATEST: PLUME Rises 25% as Network Registered by SEC as Transfer Agent for Tokenized Securities. @godbole17 reports. https://t.co/kT0XJ6jEiX

Name & Symbol: Plume ($PLUME)
Address: 0x4c1746a800d224393fe2470c70a35717ed4ea5f1

DefiLlama earlier today pulled Aster’s perpetuals data from its tracking page after spotting XRP trading volumes that mirrored those on Binance, raising doubts about how the newest DEX challenger was reporting activity. By @shauryamalwa https://t.co/QU0bu305f3

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

STABLECOINS: Stablecoin and RWA tokenization OGs Avtar Sehra, founder of Kaio, and Reeve Collins, a co-founder of Tether, have joined forces on STBL, a startup focused on GENIUS Act-aligned digital dollars. By @IanAllison123. https://t.co/2TE9WR4ioS

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

STABLECOINS: Stablecoin and RWA tokenization OGs Avtar Sehra, founder of Kaio, and Reeve Collins, a co-founder of Tether, have joined forces on STBL, a startup focused on GENIUS Act-aligned digital dollars. By @IanAllison123. https://t.co/2TE9WR4ioS

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

🚨 UPDATE: The token crashed ~90% to $320M. Not financial advice.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

🚨 NEW: Kanye West launches his own Solana memecoin, YZY, which briefly hit a $3B market cap. Not financial advice. https://t.co/f8kA1CyzW1

Name & Symbol: YZY ($YZY)
Address: DrZ26cKJDksVRWib3DVVsjo9eeXccc7hKhDJviiYEEZY

🗞️ Tom Lee's Bitmine plans to raise $20B to acquire 5% of the total ether supply. 🗞️ Circle posts a Q2 net loss of $482M, even as revenue hit $658M and the company announced a new L1 blockchain called Arc. 🗞️ Led by BlackRock's ETHA, spot Ether ETFs hit a record $1B in daily inflows for the first time on Monday. @JennSanasie hosts "CoinDesk Daily." Thank you to @MidnightNtwrk 👋 for being a sponsor of the CoinDesk media network.

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump