Good now revolutionaries— it's McRib week, the full Hunter Moon is tonight, and the Fed decides on rates Wednesday. Evan and Alex, with Will for the first half, sort the memes from the market. The McRib "rally" is really three wins and three losses. Argus is still a lottery ticket tied to ARK's ~$623M in DeFi TVL. Will maps exact levels for Cards (a daily close below ~$0.306 breaks the channel) and for AERO after the Velodrome merge (support box around $0.64–$0.59).

Then a value-capture masterclass. Why SXT is a pass despite the "Microsoft-backed" headlines (it's M12, and operators are paid in a token they have every reason to sell). Why TAO's brand outruns its mechanics, why HYPE and AERO actually connect users to holders, and how subnets silo value. Plus Kamino's new Multiply vaults, the new Aero dashboard, NEAR buybacks, and Plasma's tollbooth problem.

Scam watch: during the Aero migration, triple-check links because spoof sites are everywhere. Avoid gas station Bitcoin ATMs. And any token called "US [Asset] Reserve" is a scam, full stop. Macro calendar for the week: FOMC at 2pm ET Wednesday, the first post-methodology-change PCE print Thursday.

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