THEDEFIPLUG
@TheDeFiPlug
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Crypto Researcher on All Chains | L1, L2, L3 & Coin Expert.. building @Velvet_Capital
enjoy research? ⏎ Highlights
Joined June 2009
When some top chads post their portfolio, some people ask questions "what are they doing, that I'm not doing?" It's diversification mate! Many people flock to overpriced crypto assets, overlooking the vast landscape of innovative projects emerging. While diversification can
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HLP paying 15-35% APY sounds great until you remember it already took a $13.5M hit from JELLYJELLY. The mistake is pricing the yield while ignoring the tail risk. HLP sits on the other side of traders. When someone finds a way to manipulate a thin market, LPs eat the damage.
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One thing I don’t compromise on with trading tools: Control over my capital. That’s why @ArbitronApp’s setup is different from what I expected. ➤ Funds stay on your own exchange accounts. ➤ API keys are trade-only. ➤ No deposits into a third-party wallet. The platform
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Closing in on $1M deposits while standing strong at ~7% APY for the @pendle_fi × @wintermute_t vault on @Morpho. And that's before considering the additional incentives coming on top: 🔸 Allocated share of 7.5k $PENDLE weekly for distribution 🔸 Newly announced +2% base APY
The Pendle Ecosystem USDC vault is now live on @Morpho 🦋 Co-curated by Pendle and Armitage, @wintermute_t's vault curation arm. Deposit USDC, earn yield from PT borrow demand, plus a share of 7,500 $PENDLE weekly!
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Crypto security has a weird problem. There is no shortage of money. There is no shortage of open-source code. There is a shortage of people willing to continuously stare at that code looking for ways to break it. The Bitcoin Red Team may have found a way around that.
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Crypto security has a weird problem. There is no shortage of money. There is no shortage of open-source code. There is a shortage of people willing to continuously stare at that code looking for ways to break it. The Bitcoin Red Team may have found a way around that.
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RWA adoption is growing faster in users than in capital. ➤ $38.14B in tokenized assets ➤ +1.69% distributed value over 30 days ➤ 1.72M holders ➤ +56.54% holder growth The impressive part isn’t that holder count is rising. It’s the size of the divergence. More than half a
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Barely a week since @TradePools launched and volumes are already tapering pretty hard. Meanwhile, @ponsdotfamily looks to be gradually reclaiming its volume dominance (closing ~50%). Most would probably argue that Pools should have the stronger distributional advantage given
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There’s a difference between speculating on an airdrop and analyzing the mechanics behind a points campaign. @Ouinex’s first week provides enough data to start doing the latter. ➤ $122M in trading volume ➤ 5.5M NEX Points emitted ➤ Approximately $22 of trading volume
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Solana and Ethereum are taking very different approaches to staking. One keeps economic security close to the base asset. The other turns it into a stack of reusable financial infrastructure. I prefer the simpler model. ● Solana Keeps The Security Loop Short $SOL holders
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Solana and Ethereum are taking very different approaches to staking. One keeps economic security close to the base asset. The other turns it into a stack of reusable financial infrastructure. I prefer the simpler model. ● Solana Keeps The Security Loop Short $SOL holders
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Stablecoin competition is no longer won by adding another trading pair. It’s won by becoming the default dollar inside a new ecosystem. That’s what USD1 did when it became the first stablecoin issued natively on @tempo through the TIP-20 standard. Not bridged. Native. That
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Stablecoin competition is no longer won by adding another trading pair. It’s won by becoming the default dollar inside a new ecosystem. That’s what USD1 did when it became the first stablecoin issued natively on @tempo through the TIP-20 standard. Not bridged. Native. That
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Prediction markets weren’t supposed to become Robinhood’s biggest business. Yet here we are. According to Robinhood’s latest results: ➤ Revenue from event contracts now exceeds stock trading. ➤ It also exceeds crypto trading. That isn’t simply a new revenue stream. It’s
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Bitcoin’s price dominates the conversation. Mining quietly determines who secures the network. The two aren’t moving in the same direction. ● Why The Biggest Pools Keep Growing Four mining pools now account for more than 70% of Bitcoin’s hashrate. ➤ Foundry Digital: 31% ➤
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It’s becoming easier to evaluate DATA Network through evidence instead of expectations. A few weeks ago, the discussion centered on a new direction. Today, there are multiple ways to measure whether it’s working. ➤ Trace has processed 150M+ AI data registrations. ➤ Millions
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Prediction markets weren’t supposed to become Robinhood’s biggest business. Yet here we are. According to Robinhood’s latest results: ➤ Revenue from event contracts now exceeds stock trading. ➤ It also exceeds crypto trading. That isn’t simply a new revenue stream. It’s
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Everyone wants AI exposure. Very few are asking who finances the infrastructure making AI possible. Every new model increases compute demand. More compute requires more GPUs. More GPUs require more capital. That capital has to come from somewhere. Increasingly, it’s coming from
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