After your favorite KOL got scammed on P2P in the stupidest way possible, he started looking for some alternatives for ramping off.

🧵 II. TL;DR of pre-story:

Never blindly trust strangers, release your coins only when you have received funds, and always check reviews.

CEXs might pay attention to you (see reply from @BybitAfrica), block the scammer, but in 99% of cases, your funds are lost forever.

https://twitter.com/1453619273503494144/status/1957853410650099899

Tokenomics of $PENDLE.

🧵 II.

- Maximum supply: 281,527,448
- Circulating supply: 165,790,532 (58.89%)
- 8.33% of the supply remains locked (dedicated to liquidity incentives)
- Emission with a 1.1% decrease each week until April 2026. At that point, it will switch to a terminal inflation rate of 2% per annum for incentives.

Why Decentralized Internet By $DBT Is The Future.

🧵 II. To begin—major ISPs (Internet Service Providers) dictate prices, speeds, and who gains access to the internet.

If your area isn't "profitable" for them—tough luck—you're stuck with slow or no internet at all.

"What do you mean—isn't profitable?"

How To Profit On $iBGT And $iBERA.

🧵 (2,340% APY) II. To start—in the @berachain ecosystem—you can easily achieve 3-4 figure APYs—this is why $BERA funding consistently remains above 60%.

"Stop—let me quietly farm my yields."

Explain Like I'm 5: @spectra_finance.

🧵: How it revolutionizes yields from Aave, Morpho, Yearn, and Balancer. II. First, 2 minutes of history.

Remember what @Uniswap did for DeFi?

It enabled anyone to create a pool without permission, sparking a Cambrian explosion of projects releasing their ERC-20 tokens for everyone to trade.

To date, token trading remains DeFi's primary activity.

61.7% of $RED is allocated to insiders and VCs.

"But isn't it better than $LINK and $PYTH?"

🧵: Why you should care about its tech. II. "... @berachain has 'bear' in the name—it's down 65% since its ATH. @redstone_defi has 'red' in the name—will this become a coincidence?"

In fact, it's been a while since a top oracle had a TGE and understandably so—it takes time for a newcomer to break into an established industry and start stealing market share from the big players.

$ANON will revolutionize DeFAI.

"What?"

🧵: The rails are here, it's time to build. II. "The rails are here, it's time to build."

- @PaikCapital

I believe the biggest use case for DeFAI is to find the best yields and rebalance *YOUR* assets across chains accordingly -> abstract bridging.

We need a product where *YOU* can specify risk tolerance. We need ...

https://twitter.com/1442176296356696064/status/1883215570591768692

Explain Like I'm 5: @pendle_fi.

🧵: What is Yield Tokenization and Principal Token. II. "Tbh, @pendle_fi is hard... I know people who struggle to understand its concept."

Let's start with "what is yield tokenization?"

Yield tokenization means splitting a yield-bearing asset into 2 parts:

- The principal.
- The yield.

$LINK, itself, is a bet on any smart-contract, any blockchain, any use-case vertical.

3 years ago, $LINK didn't have CCIP, US government support, and ...

🧵: Why it's more than *just an oracle.* II. Chainlink is at the heart of the newly built financial rail, connecting TradFi with blockchains.

Banks WILL use CCIP. And crypto projects will eventually have to integrate it if they want to access trillions of locked liquidity in TradFi.

Obsession? Study Shaw.

Coded until 3 am every night to pay rent. Lived in a tiny bedroom with wife and 3 roommates.

Boom - #1 trending open-source project on GitHub.

🧵: How he rewrote his life with (now) a >$2B project. II. Firstly,

I respect @shawmakesmagic on a deep level, as he is not flexing with something, not saying how hard it was, and just keeps building.

He only made ONE tweet, where he wrote his TL;DR story. This is it.

Actions are speaking for themselves.

https://twitter.com/shawmakesmagic/status/1874489537810083966

The on-chain MicroStrategy?

Bitcoin standard by Chainlink?

🧵: Why 534K users say, "HyperLiquid auction" 👇 II. Before we start, here's a (hyper) fun fact: @MicroStrategy convinced investors to pay $520K per Bitcoin.

"LMAO WHAT"

And the thing is, there is nothing wrong with it. By issuing $MSTR shares and convertible bonds, they've (already) amassed 423,650 BTC.

"What...? Why..."

DeFi 3.0 is here.

$HYPE, $PENDLE, $INST create the bleeding edge.

🧵: Why one day, you will *suddenly* realize. II.

DeFi 1.0 focuses on moving liquidity:

- Lending: $AAVE / $COMP.
- AMM: $CRV / $UNI / $SUSHI.
- Compounding: $YFI.

DeFi 2.0 focuses on efficiency of liquidity:

- Incentives: $OHM / $TOKE.
- Composability: $SPELL.

Solunavax = hypenai16z,

is what will RETIRE you this cycle.

(1/23) 🧵 II. Disclaimer: @0xkyle__ is the author of "hypenai16z thesis."

So, as you think more about it, it makes more and more sense.

This cycle has been (and is) all about asset selection and fundamental dApps.

Solunavax was not something that came out of something ...

Bitcoin is not secure anymore?

Willow, a quantum chip, is a new black swan?

🧵: AI x Quantum Computing = (Dangerous) Future. II. Why future? Why machine learning? Why do I even mention AI Agents? Predict macroconditions? Why parallel universes and its implications?

Disclaimer:

I'm not a Bitcoin or computing expert. Feel free to blame/correct me if I said something wrong.

ICYMI:

https://twitter.com/14130366/status/1866167429367468422

"Ve(3,3) is boring!"

Tech becomes good when price goes up, you know?

It isn't boring, anyway.

🧵: ELI5: Ve(3,3) in a DEX 👇 II. "Oh, don't make it too complicated, make ELI5, please"

The ve(3,3) model is a solution to boost the flow of locked tokens in DeFi.

"There was a problem with locked tokens?"

Well... Yes. And not a few (see pic below).

2025 is the Year of the RWA Supercycle.

BlackRock is proving this.

"How?" ... Look at the $ONDO chart.

🧵: Adapt or die 👇 II. Before we start, I'd like to ask you a favor - to look at the numbers:

The MC of all RWA tokens is just $30 billion; my favorite ones are as follows:

- $CPOOL: $142M MC.
- $MKR ($SKY): $965M MC.
- $OM: 1.1B MC.
... and more.

After Elon Musk interacts with Truth Terminal,

Binance will have no choice but to list $GOAT.

ICYMI: $GOAT was fully created and managed by AI agent.

🧵: AI + Meme -> $740M MC token 👇 II. Binance will have no choice but to list $GOAT.

Smaller CEXs are already on board and are picking up other tokens riding this trend. Their hand is forced.

This is one of the few times in many years I've seen major CEX traders fully shift toward on-chain trading, leaving behind CEX perp trading.

Solana is truly the Binance of this cycle. Adapt or die.

cc: @game_for_one

Missed 25x on $CVX and its high APY?

Then, asymmetry bet on its beta is essential.

And Brian Armstrong proved this.

🧵: Ethena was just a "demo version" 👇 II. "What are you talking about??"

Over 2% of $CVX FDV is now using the $afCVX compounder. This is $36M.

This figure doesn't include $CVX in their other @asymmetryfin products, such as $afETH.

When Asymmetry's native token, $ASF, launches, governance will most likely introduce fees.

Grass: Why I believe it will reach $100+ per token this cycle.

Thesis: Grass is built by the most elite DePIN x AI team in crypto.

$1B valuation from nothing is just the beginning 🧵👇 II. The amount of Series A raise is not disclosed yet, but it is estimated to have brought @getgrass_io's valuation to ~$1B.

My wallet got drained today. For the first time ever. 15k gone.

This was a high social engineering scam.

They used ParaFi Capital's reputation.

How I got scammed 🧵👇 II. The Beginning.

It all started from being DMd by "representative of @paraficapital".

I wanted to verify his credentials. But how?

Look at this list. This is Token2049 attendees.

OpenAI, BlackRock, J.P. Morgan, Grayscale.

It will be absolutely insane.

Tips and its history 🧵👇 II. TL;DR:

- @Token2049 is scheduled for September 16-22, in Singapore.
- Your every favorite project will be there.
- It's not Token2049, it's Alcohol2049 (really lot of side events, 700+).
- Tier-1 speakers (Anatoly Yakovenko, Arthur Hayes, Richard Teng, etc.).