1/ "The fiat monetary order is breaking down" — Ray Dalio, yesterday

So what do you do?

I vibe-coded a Bloomberg terminal that shows what actually worked in every debt crisis since 1933 🧵 2/ Every government debt crisis ends the same way:

PRINT: inflate it away slowly
RESTRUCTURE: reset the system fast

Different speed.
Same result for cash.

Let's look at previous examples.

1/ The State of Ethereum: 2025 Retrospective

A $68B ecosystem in review.

Who dominated liquidity this year? From Lending resilience to the upheaval in LSTs & DEXs, we dive into the data to reveal the kingmakers and outliers.

A @DefiLlama data-backed 🧵 @ethereum 2/ This thread is split into 4 sections.

SECTION 1: Macro Network Statistics
SECTION 2: The Battle for DEX liquidity
SECTION 3: Lending Market Hegemony
SECTION 4: The LST wars

1/ Imagine if Binance, Hyperliquid, Aave, and Ethena merged into one protocol.

One deposit. Access to perps, lending, stablecoins, and insurance, all sharing the same liquidity, risk engine, and feeding revenue into one token.

This is your Ultimate @flyingtulip_ guide.

A 🧵 2/ This 46-tweet megathread is split into 4 sections:

SECTION 1 — What is Flying Tulip?
SECTION 2 — Product Suite
SECTION 3 — Tokenomics
SECTION 4 — Fundraising Model

Let's get into it.

1/ Naval. Edward Snowden. Satoshi. And now… a bald man named Mert.

They’ve all talked about Zcash, but do you actually understand it?

This is your Ultimate Zcash Guide.

A 🧵 @Zcash 2/ This megathread is split into 4 sections:

SECTION 1 — What is Zcash? (The Lore)
SECTION 2 — Product & Use Case
SECTION 3 — Tokenomics
SECTION 4 — The Future

Let’s dive in

https://x.com/naval/status/1973254136394293708

1/ Everyone agrees: Stablecoins will dominate.

However, almost no one sees it yet - The chain best positioned to capitalize on this onchain explosion is Sonic.

A 🧵 @SonicLabs 2/ The rise of stablecoins is unstoppable:

• $294B current supply
• Volume exceeding Visa & Mastercard in 2024
• $44.4T+ total transaction volume this year
• Supply projected to grow to $1.4T–$5T by 2030

Yet, most chains aren’t ready to scale with it.

1/ Let's use the investment philosophy of the greatest investor ever to analyze the future cash cows of DeFi.

Starting with @aave.

A data-driven research🧵 2/ Warren Buffet directs his capital at “wonderful businesses at fair prices”.

In his opinion, a high-quality business, even when purchased at a seemingly high valuation, can offer far greater economic returns than a poor-quality business bought at a discount.

If I had to make 3 asymmetric investment bets for the next 3 years, I would invest in the following 3 assets.

A 🧵 2/ The following is not financial advice; it is simply the result of many hours of research, consolidated into a summarised personal investment thesis.

I have attached a few said resources for you to research yourself.

DYOR.

Dive into a hub of ecosystem overviews, technical breakdowns, and open and honest DeFi stories.

Constantly updated. Always evolving.

A Mega 🧵 of DeFi 🧵 The AppChain thesis.

An interconnected hub of blockchains.

Here is everything you need to know about @cosmos

https://twitter.com/defi_naly/status/1574037700155305984?s=20

The rise of liquid-staked derivatives is inevitable.

And @Balancer technology is primed to become the hub.

A 🧵 2/ Why hold $ETH when you can hold an interest-bearing version?!

With a likely rampant rise in Liquid taking tokens, certain protocols will likely see an influx of capital.

And quite simply, @Balancer tech offers the most efficient hub.

Imagine a token that has constant buy demand.

Is pivotally ingrained in an evolved lending market, a next-generation CDP stablecoin, a yield asset manager and an innovative new yield primitive. 

A 🧵 2/ The @ByteMasons are a team that has become synonymous with building highly respected DeFi protocols. 

Most notably, the yield optimising @Reaper_Farm and borrowing and lending market, @GranaryFinance.

LSDs are all the hype right now.

But are you too late to the trade?

Let's break down the narrative and the protocols you should keep an eye on.

A 🧵 2/ So, why is there a narrative around LSDs anyway?

Comparatively to other networks, $ETH falls far behind on the staking ratio of the network.

A pivotal reason behind this is the inability to withdraw staked funds.

Most DEXs are constrained in their ability to generate sustainable protocol revenue.

@Balancer technology unlocks a profitable solution.

A 🧵 2/ In a stagnant bear market, swap volume subsides considerably. DEXs protocol revenue falls.

But, unlike other DEXs that are purely reliant on swap fees to generate protocol revenue,

DEXs that implement Balancer tech unlock the ability to take a protocol fee on all IB tokens.

Why is Michael J Bury predicting another economic crash?

Let's break it down.

A 🧵 2/ Most notably famous for shorting the Great Financial Crash in 2008,

Michael Bury is a name that instantly generates respect in the financial realm.

A recent tweet (that was then deleted) hinted that he expects another crash in all equity markets.

Why?

With $6 billion in TVL, the $BNB chain is positioned to become a dominant force of DeFi.

But, it still lacks truly decentralised and efficient infrastructure.

@ThenaFi_ is a promising project launching imminently that aims to change this.

A 🧵 2/ In this thread, we will break down:

🔹 What is ThenaFi?
🔹 Tokenomics 
🔹 Upcoming Airdrop
🔹 Revenue sharing NFTs

DeFi is a realm of unbound financial creativity.

Let's break down a novel new mechanism that amplifies and optimizes yield in an innovative new way.

Here is everything you need to know about @ChickenBonds.

A 🧵 First off, let's make sure we know what a bond is. 

A bond is a financial instrument in which an investor loans money to a borrower.

The investor then receives interest on the bond.

They can redeem their investment back once their bond reaches "maturity."

Most people are overlooking Boosted Pools.

Crazily capital efficient. Unrivalled efficiency. Next-level sustainability.

This is your ultimate guide. 

A mega 🧵 2/ This thread is split into 4 sections:

SECTION 1 - Boosted Pool overview

SECTION 2 - Innovation for Investors.

SECTION 3 - Revolution for traders.

SECTION 4 - Sustainability for protocols.

6.18 trillion dollars flowed through @chainlink this year.

Out of the loop?

This is your Ultimate ChainLink guide.

A mega 🧵 2/ This mega 🧵 is split into 4 sections.

SECTION 1 - Intro. What is ChainLink?

SECTION 2 - Offerings. Product and Usecase.

SECTION 3 - Tokenomics. Can you benefit?

SECTION 4 - The future. What’s to come?

The @cosmos ecosystem is flourishing.

$ATOM 2.0 is coming.

This is your ultimate guide.

A mega 🧵 2/ This megathread is split into 3 sections

Section 1

• General overview of Cosmos 🔍
• Vision and tech 💻

Section 2

• Projects building and those coming ⚒️
• @cosmoshub 🌌
• $ATOM tokenomics 🪙

Section 3

• ATOM 2.0 - What's coming? 🤔
• The evolution of $ATOM 🧬

It's time you leveled up.

A pivotal issue you must overcome is finding crucial information before the crowd.

Here are the best analytic applications and information aggregators to do so.

A 🧵 1/ @DefiLlama

defillama.com

Join me for a story of life, leverage, loss, and leaps of faith.

A 🧵 2/ In June, I dropped out of an Aerospace degree to pursue a career in DeFi.

I had less than $1000 to my name.

I had no job lined up. No safety. No security.

My girlfriend left me.

You want to become a DeFi powerhouse.

Why are you doing it all wrong?

A 🧵 2/ Sheesh, what a clickbaity title, ey.

It's not clickbait.

99.9% of people look at DeFi with the completely wrong mindset.