Pink Brains Profile picture
Mar 26 1 tweets 2 min read Read on X
What happened in crypto in the last 24 hours 🧠👇

1. CLARITY Act draft bans passive stablecoin yield. Circle crashes 20%, Coinbase drops ~10%. Coinbase declines to support the new draft.

2. $TAO pumps another 10.4% today after completing its first halving event, cutting token emissions by half.

3. Elon Musk's X hires Benji Taylor (ex-Aave Labs CPO, ex-Base design lead) as X Money prepares for April launch.

4. @MidasRWA introduces mGLOBAL in partnership with Fasanara Capital ($5.5B AUM), tokenizing a European asset-backed lending fund.

5. @obexincubator deploys $1B to link @SkyEcosystem's USDS with RWA yield from AI data centers, energy, and housing via partners including Maple, Centrifuge, and Securitize, USDAI, etc.

6. @pudgypenguins launches Pengu Card on Visa with @KASTxyz live in 170+ countries, up to 12% cashback.

7. @whop launches Treasury powered by @aave. 21M+ users can now earn yield on balances automatically.

8. UK bank Monument to tokenize up to £250M in retail deposits on @MidnightNtwrk, first UK bank to tokenize deposits on a public blockchain.

9. @payy_link raises $6M seed for privacy-first stablecoin payments using zero-knowledge proofs. 100K+ users across 120 countries.

10. SBI and Sony back @StartaleGroup's $63M Series A to build Japan's tokenized finance stack (securities, stablecoins, and a consumer superapp)

11. @tori_finance launches a yield protocol bringing institutional delta-neutral strategies onchain. Up to 15% APY with zero crypto market exposure. Backed by @Delphi_Ventures.

12. @mayan introduces Mayan 2.0, offering cross-chain swap with 5x faster.

13. Franklin Templeton selected @OndoFinance to bridge their entire ETF suite into the digital asset environment, starting with five equities and gold ETFs.

Stay sharp! See you tomorrow.Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Pink Brains

Pink Brains Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @PinkBrains_io

Apr 16
Hyperliquid is probably the most unique ecosystem today.

Apps run on the same engine. No foundation-led liquidity programs. No discretionary narrative protection. Projects compete on execution.

The @HyperliquidX ecosystem looks like Ethereum in its early days 🧠🧵 Image
HyperEVM is best understood not as a general-purpose chain, but as the userland extension of a functioning exchange.

No GameFi, no NFTs, no SocialFi really make sense here. Only financial primitives and infra/tools built to improve trading, liquidity, and capital efficiency.
🧠 AMM DEX

The DEX war on top of HyperEVM looks similar to other chains.

Uniswap-style concentrated liquidity, ve(3,3) flywheels, and intent-based routing compete on LP deposits and token-incentive flows.
Read 17 tweets
Apr 6
Post-mainnet reality check:

- Monad
- MegaETH
- Plasma
- Katana
- Ink

5 newly launched blockchains with attention. ~$1.06b in fundraising. Nearly $3B in combined TVL. $2.5M combined chain fees generated to date.

What the data says 🧵 Image
🧠 Key takeaways:

1/ TVL ≠ value capture for chains: $2.85B TVL generates just $2.4M/year (0.08% capture).

2/ Monad leads in DEX activity: Highest trading volume and DEX turnover.

3/ Katana stands out as the most sustainable incentive model for token holders with diversified revenue and a self-sustaining loop.

4/ Tech ambition ≠ adoption: Ink shows the strongest perps activity, while MegaETH is the more ideal chain for instant trading.

5/ Poor capital efficiency: $1.06B raised for ~99K DAU (~$10.7K/user); at current revenue, ROI would take centuries.
🧠 TVL & Concentration:

TVL trajectories show 3 patterns:

1/ Plasma peaked at $5.5B post-launch, then steadily declined as early investors exited and token price collapsed 93%

2/ Katana peaked at $677M pre-TGE, then declined post-TGE (a typical sell-the-news pattern where capital leaves once the farming catalyst (token claim) happens

3/ Monad shows the only consistent uptrend, growing from $0 to $377M over 5 months with no major retracement.Image
Read 14 tweets
Aug 14, 2025
Forget L2 wars.

The new battlefield is stablecoin chains.

Tether, Circle, Stripe, and more are rolling out their dedicated blockchains for global stablecoin payment.

Here are the top competitors in the race 🧠🧵 Image
2/ Don't forget to bookmark this thread or RT for future reference 🔖 Image
3/ Why build more new chains when Ethereum, Solana, and Tron already work?

Because they weren’t designed for:

- Millions of daily transactions with millisecond latency
- Predictable, low-cost fees in the stablecoin itself
- Built-in fiat ramps
- Compliance-friendly privacy
- Custom control over infrastructure and economics
Read 22 tweets
Aug 4, 2025
To make the most of this bull market, your feed needs more than just noise

Here’s a curated list of 90 high-signal CT accounts that belong in your “compounding value” portfolio.

(Not in any order - updated 2025) 🧠🧵 Image
Whether you're a retail investor, a builder, a marketer, or a BD in crypto, this is the thread you’ll want to bookmark and return to.

Don’t forget to RT and save it for later 🔖 Image
🧠 Macro & Market Insights:

@DefiIgnas - Smart insights, market analysis, project critiques. His popular Substack blog "Ignas | DeFi Research," delivering in-depth analyses on the most trending crypto topics
@ahboyash - A seasoned GTM strategist with deep market insights
@Route2FI - Narrative-driven psychology, OG DeFi advocate
@patfscott - Market trend breakdowns and analytics
@rektdiomedes - Shares sharp crypto insights. A must-follow to stay ahead of the curve.
@waleswoosh - Web3 guy, NFT and InfoFi mindshare
@arndxt_xo - DeFi, market, and macro insights
@milesdeutscher - Comprehensive analysis: DeFi trends, airdrops, overviews
@ayyyeandy - Rollup insights, multi-chain DeFi, market thoughts
@0xkyle__ - Market analyst, DeFi/macro intersections
@cobie - He's a highly influential figure in the crypto world, best known for his sharp insights, humor, and no-nonsense commentary
@0xLouisT - Crypto VC trends, high FDV, meme dynamics, ETFs
@sjdedic - Ethereum performance, DeFi trends, market updates. He's
Founder & Managing Partner @MoonrockCapital
@dcfgod - He's a prominent crypto investor (EtherFi, Ethena...). He shares sharp insights on yield farming, staking strategies, and more
@redphonecrypto - He's an anon crypto storyteller, philosopher, and innovator known for his sharp insights into blockchain and markets
Read 10 tweets
Jun 30, 2025
Top important DeFi news to pay attention to this week 🧠🧵 Image
@yapyo_arb's Presale drops begin today

@suipayHQ is going to launch on @SuiNetwork, allowing seamless payment with USDC

Read 14 tweets
Jun 12, 2025
It's stablecoin season

But who’s just sitting on idle USDT/USDC? CT's chasing low-risk yields with yield-bearing stablecoins

That said, always ask yourself: where’s the yield coming from?

Here's your ultimate yield-bearing stablecoin landscape 🧠🧵 Image
In this thread, we’ll cover some of the most adopted yield-bearing stablecoins, with a quick intro and their total supply

Bookmark or RT to share with friends or save for later! 🔖 Image
🧠 What are yield-bearing stablecoins?

Unlike regular stablecoins like $USDT or $USDC, which just hold value, yield-bearing stablecoins earn passive income while you hold them, like a savings account for your crypto
Read 16 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(