The Node Network

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The Node Network

The Node Network

@TheNode_Network

Mastering the bridge between TradFi, DeFi, and Crypto. 🌐 Market news, expert interviews, and education. Connect the dots with The Node Network.

انضم Eylül 2022
1.1K يتبع3K المتابعون
The Node Network
The Node Network@TheNode_Network·
@Andrewj89boyce @ArcRaidersInfo Just would add depth to the game to be able to have bounties and bounty hunters. Would make the game more realistic as it would add a layer to the game tha would give consequences to attacking people.
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ARC Raiders Informer
ARC Raiders Informer@ArcRaidersInfo·
1 week until the BIG Riven Tides Arc Raiders map drops! 🗺️ Will you be playing?
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The Node Network
The Node Network@TheNode_Network·
What pushed it there isn’t "fear" it’s a serious architectural flaw in how liquidity is pooled that has finally been exposed. The issue is systemic contagion: The Aave Vulnerability: Because all liquidity on Aave is pooled together, every single liquidity provider (LP) was effectively forced into being a counterparty to the rsETH exploit. When toxic collateral enters a unified pool, there’s no way to "quarantine" the damage. The whole system has to freeze because the risk is shared. The Morpho Solution: Contrast this with Morpho, which utilizes isolated markets. By separating provided liquidity into distinct vaults, you create a circuit breaker. If one asset is exploited, the damage is contained to that specific pair. Lenders in other markets remain completely unaffected. We need to stop calling these "bank runs" and start calling them "design failures." One protocol creates a single point of failure; the other creates firewalls. This isn't a sentiment issue—it’s a structural one.
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Milk Road
Milk Road@MilkRoad·
Aave is sitting at an 18-month low. The only thing that pushed it here? Fear. @BitcoinJesusETH: "The total value locked has exploded since it was last at this price level." "The fundamental value of the DeFi ecosystem has exploded. The only thing that's pushed it down here is lack of attention and fear." "The upside potential has never been stronger."
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The Node Network
The Node Network@TheNode_Network·
If you’re holding $LINK, or many other tokens you need to kill the "revenue sharing" hopium and understand exactly what you own. There is a massive disconnect between the company and the token that most people ignore. Here is the reality of the asset: Zero Claim to Company Profits: Chainlink Labs is a private software company. When they sign massive enterprise deals or consulting contracts, that revenue stays on their balance sheet. It does not flow to token holders. $LINK is not equity. Staking ≠ Dividends: Staking isn't a passive slice of corporate earnings. It’s a "work token" model. You are being paid a fee to provide security to a decentralized network. If the network isn't used, there's no "yield"—regardless of how much money the company is making. Success is Uncoupled: Chainlink Labs can be the most successful tech company on earth, but if the protocol’s economic design doesn't force value into the token, the $LINK price won't care. You aren't betting on a business; you're betting on the specific demand for a decentralized oracle utility. Bottom line: Don't confuse corporate growth with tokenomics. They are two different animals, and one doesn't legally or mechanically owe the other anything.
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marine
marine@40k_Marine·
🚨BREAKING !! 🚨 @chainlink just released it’s Q1 financials, and reports a staggering $135 Million in Q1 earnings. Making it one of the most profitable #Crypto protocols $LINK repricing imminent
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The Node Network
The Node Network@TheNode_Network·
You’ve highlighted a critical reality regarding the disconnect between the $DAG token and Constellation. Your point about these assets not being securities is vital; because there is no legal obligation to token holders, the traditional 'shareholder' mindset doesn't apply. This isn't unique to $DAG it’s the standard across most of the crypto landscape. To succeed as investors, we must look past the hype, dismantle our own confirmation bias, and view these assets with objective logic rather than emotional attachment.
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HGTP://ItsLoyal
HGTP://ItsLoyal@realLoyalSoon·
✍🏼 @Conste11ation is building backend infrastructure, not a hype coin, which makes $DAG a long term play. $DAG is not driven by retail speculation or short term cycles. It is about real systems, enterprises, governments, data pipelines gradually integrating the network over time. Progress may look quiet from the outside, but the model is built for durability over attention.
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HGTP://ItsLoyal
HGTP://ItsLoyal@realLoyalSoon·
$DAG holders, you are lucky and you do not even know it. @Conste11ation modified on chain balances with zero governance, zero community vote and zero public announcement and got silence. @arbitrum $ARB did something similar and are now facing a firestorm on X.
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The Node Network
The Node Network@TheNode_Network·
WHOMEVER this is gets it. We need to understand this simple fact. I will add this is not just $DAG its the majority of the tokens out there even some I am invested in however asking these questions and understanding this relationship is key.
HGTP://ItsLoyal@realLoyalSoon

The $DAG token doesn't give you ownership in the company or a share of its revenue. The company makes money in different ways: like software, contracts and services. So even if the price of $DAG drops, the business can still run and generate income. @Conste11ation don't rely on the token price increasing to succeed. The token and the company are related, but they are fundamentally separate.. Think of it like this: The company builds and runs the system, and $DAG is just what helps power it.

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HGTP://ItsLoyal
HGTP://ItsLoyal@realLoyalSoon·
The $DAG token doesn't give you ownership in the company or a share of its revenue. The company makes money in different ways: like software, contracts and services. So even if the price of $DAG drops, the business can still run and generate income. @Conste11ation don't rely on the token price increasing to succeed. The token and the company are related, but they are fundamentally separate.. Think of it like this: The company builds and runs the system, and $DAG is just what helps power it.
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Sassafrass84
Sassafrass84@Sassafrass_84·
That's a good question. Why are we taxing 15-17 yr olds?
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The Node Network
The Node Network@TheNode_Network·
I’ll reiterate: I encourage everyone to review the full thread for context and watch our episode featuring Dagnum. We truly enjoyed having him on and learned quite a bit, but a very straightforward question went unanswered during the interview. I’ve followed up respectfully several times, only to be told "If I'm 'too lazy to read the documentation ask Grok". I’ll be the first to admit I’m not the world’s leading expert on Constellation that’s exactly why I’m asking the subject matter expert. Seeking knowledge from those who have it is what intelligent people do; dismissing those questions or not being able to simply answer them ultimately led me to sell my tokens and honestly should be a cause of concern for anyone. Not saying this is a bad project and DYOR however I will not be investing.
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Dagnum P.I.
Dagnum P.I.@Dagnum_PI·
This is a perfect example of how disingenuous this entire conversation has been. You took my comment about private networks (like Iron Spider) not requiring $DAG, removed the critical context and then tried to use it against me as if I said $DAG isn’t required for the public network. When I corrected you.... you doubled down and now claim I was being defensive. The record of this conversation speaks for itself. I answered your question multiple times with clear explanations. You contributed nothing and chose to twist my words instead.
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Dagnum P.I.
Dagnum P.I.@Dagnum_PI·
Everyone asking ‘when will $DAG pump?’ is missing the bigger picture. @Conste11ation isn’t just another Layer 0 anymore. It’s becoming one of the very first blockchain networks to sit inside a Nasdaq-listed public company. Here’s why that changes everything once AI² lists…
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TheSmokedAce@TheSmokedAce

@Dagnum_PI Yeah, you keep saying that, that $DAG is better. 😂

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The Node Network
The Node Network@TheNode_Network·
My assessment is rooted in the fundamental flaws of the Aave pooled liquidity model. Unlike more resilient architectures like Morpho, which utilizes isolated liquidity to silo risk, Aave aggregates all assets into a single pool. This 'global' risk approach means a single bad asset can potentially contaminate the entire protocol. Pair that with the massive 'brain drain' at Aave. The recent departure of their primary risk management partner, Chaos Labs, alongside key members of the core development team, suggests a lack of confidence in the protocol's ability to manage these systemic risks. We officially sounded the alarm on our show two weeks ago when our team removed their liquidity.
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DeFi Warhol
DeFi Warhol@Defi_Warhol·
All of @aave's core markets hit 100% utilization at once, which is the lending protocol equivalent of a full stop. Here's what that actually means: → No liquidity available for withdrawals → Liquidations can't be processed → $3B in USDT and $2B in USDC stuck with no clean exit → If prices move, bad debt compounds with no mechanism to cover it 100% utilization is the worst state a lending protocol can be in, and it's not just a liquidity problem. When liquidations cannot execute, the protocol has no way to protect itself against further bad debt. More than $6B was withdrawn from Aave in under 24 hours, with many more unable to follow due to the utilization cap. Depositors are the least at fault here, and they're carrying the most immediate risk. I never believed I would see Aave in this situation, but here we are.
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The Node Network
The Node Network@TheNode_Network·
@duonine Bottom line is the AAVE pooled liquidity was a MAJOR component to the extent of the spread of the damage
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Duo Nine ⚡ YCC
Duo Nine ⚡ YCC@duonine·
🚨 AAVE just presented two potential ways on how to manage the bad debt. Both solutions throw users under the bus with no accountability from AAVE leadership on listing rsETH: 1️⃣ Socialize losses, L1 depositors take the biggest hit, including Umbrella depositors 2️⃣ L2 depositors take the loss, Mantle and Arbitrum are most affected I think the AAVE DAO and service providers have to take some accountability for listing rsETH and allowing it on their platform at the level of hundreds of millions. This has impacted users that never heard of rsETH or never touched it. Why should a user on Linea chain incur losses? Perhaps AAVE can find a solution with affected chains and corresponding parties to minimize the impact on users. I see Arbitrum already froze and took out the hacker funds in a historic decision that will redefine what DeFi actually is. This will reduce the total bad debt. The problem is that most of this fumble is also on AAVE that allowed this high-risk collateral type on their platform. Had they limited it, this would not be an AAVE and DeFi crisis, but just another bridge exploit impacting direct rsETH holders. This will likely drag on for a long time and likely end up in court as nobody wants to pay the bill, since each party has its own merits in the arguments they take. A settlement that favors users would be best. But may come at the expense of AAVE's treasury which still holds $181 million. Will Stani stay greedy or do what's best for his users? Time will tell. Like, share, and follow @duonine
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The Node Network أُعيد تغريده
Declaration of Memes
Declaration of Memes@LibertyCappy·
Reminder
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Dagnum P.I.
Dagnum P.I.@Dagnum_PI·
I was never defensive. I answered your question multiple times with clear explanations, including the detailed value proposition you referenced. You contributed nothing to the conversation refused to engage with the answers provided and now claim I was being defensive while admitting you’re not knowledgeable on $DAG. I gave you the information. You chose not to use it. That’s the entire exchange.
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The Node Network أُعيد تغريده
The Node Network أُعيد تغريده
Arthur MacWaters
Arthur MacWaters@ArthurMacwaters·
imagine thinking "billionaires" are the reason you can't afford gas
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The Node Network
The Node Network@TheNode_Network·
I’m actually referencing your own infographic here. Getting defensive seems to be your standard response whenever you're asked a direct question a pattern I've noticed in your other exchanges in other threads as well. Regarding the interview, the records are clear: we only broadcast live, so there is no editing. You stated explicitly that "private networks like Iron Spider don't require DAG." never said you didnt say that. We are obviouosly degrading into a non productive conversation so will move on but will stress to anyone reading this DYOR as I freely admit I am not all knowledgable on $DAG however these are simple questions that should have had a simple response.
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Dagnum P.I.
Dagnum P.I.@Dagnum_PI·
I answered your question clearly multiple times in this thread. You never once provided any answers. You keep pretending I didn’t answer and now claim I’m making you “answer your own question.” That’s just moving the goalposts because you don’t like the actual answer. The value prop is usage-driven, not magic profit sharing. If that’s not compelling to you, that’s fine. But don’t gaslight the conversation.
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0xNobler
0xNobler@CryptoNobler·
🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW!! Insiders are buying silver options at $900-$1,000 for December 2026. Meanwhile, silver is sitting at ~$80. This means THEY KNOW THE SILVER PRICE WILL PUMP 1,200% IN JUST A FEW MONTHS. And this is NOT retail behavior… Let me break it down simply: This positioning didn’t show up at the highs. It’s concentrated FAR out of the money. We’re talking 10–15x ABOVE the current price. That’s the part most people miss. Retail trades what’s in front of them. Smart money positions for what’s coming. Even with silver at ~$80… Open interest is HEAVILY stacked at the $900–$1,000 range. We’re talking tens of thousands of contracts clustered at the extreme end. And here’s what matters: Max pain sits way down near ~$300. Price is ~$80. But the biggest positioning is nearly 15x higher. That’s NOT normal. That’s not hedging. That’s not routine positioning. That’s a tail-risk bet on a full repricing of silver. Now connect the dots. There is an ongoing war with Iran and global tensions are escalating fast. This WILL impact markets. No mainstream forecast is calling for $1,000 silver. Yet that’s exactly where size is building. That tells you everything. This is NOT positioning for a normal bull run. This is positioning for a monetary event, a system shock, and a market collapse. These events WILL send silver into true price discovery. And the timing matters. This isn’t happening during peak hype. It’s building quietly, far from attention, while most people aren’t even looking. That one detail explains a lot. Because real money doesn’t chase narratives. It builds where disbelief is highest. So if you’re wondering what this means, it’s simple: Someone with serious capital is paying for EXTREME upside in silver - from $80 to $1,000. That’s not speculation. That’s preparation. I’ve spent 10 years studying markets, and I’ve called most major tops and bottoms along the way. And I’ll call it again in 2026. Follow me and turn notifications on before it’s too late. Don’t become the exit liquidity.
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Diana
Diana@InvestWithD·
🚨NEW: Bipartisan PACE Act GOT INTRODUCED That Aims To BYPASS Banks And Give Ripple & Crypto DIRECT Access To Fed Payments 🤯🇺🇸🔥 A new bipartisan bill called the PACE Act has just been introduced — and it could become a MAJOR breakthrough for @Ripple and other crypto & fintech payments in the U.S. 👀 Right now, most payment companies still have to go through BIG banks to move money. That means more FEES, more DELAYS, and more CONTROL from old financial middlemen. ❌ The bill would give DIRECT ACCESS to the Federal Reserve’s payment systems — including rails like FedNow, ACH, and Fedwire. ✅ @Ripple has been pushing for YEARS to get closer to the core U.S. banking system. 🤯 👉 pursued a Federal Reserve master account path 👉 secured conditional OCC approval for a national trust bank 👉 built around RLUSD + real-world payments infrastructure More to come.
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