Sean

Looking forward to meeting all the builders tmrw!

@foresightnow Just getting started!

The numbers since day one: 💰 $209K in volume 🎯 972 traders ⚡ 8,102 transactions Thank you for being part of our community and for making Foresight what it is. We're just getting started.

the research team over at @DefiLlama just released a 30-page report on Katana Katana is different. with four primary revenue drivers that flow back to higher yields and deeper liquidity for users. "where does the yield come from?" - this report from @dl_research dives DEEP 👇

@ahboyash @Domahhhh @GaetenD @PredMTrader @Foster @cobybets1 @theduckguesses @0xWeber @LeotheHorseman @0xTone @shayne_coplan @mansourtarek_ @tradefoxintern @j0hnwang Gotta add @easonchaiii on that builders' list with his @foresightnow cook.

Prediction Markets - Accounts to follow Traders • @Domahhhh • @GaetenD • @PredMTrader • @Foster • @cobybets1 • @theduckguesses • @0xWeber KOLs • @LeotheHorseman • @0xTone Builders • @shayne_coplan • @mansourtarek_ • @tradefoxintern • @j0hnwang • @probabilitygod • @0xDoraaa • @ForrestOLAB • @lmc_security • @InternAtKalshi

One more @katana killer yield--looping weETH / vbETH on @MorphoLabs... weETH yield = 3.3% vbETH borrow = 0.94%-1.46% Assuming 86% LTV / 91.5% LLTV on Morpho for the weETH / vbETH market on Katana, we can achieve a leveraged position of ~7x. This means we might achieve a net looping yield of... (3.3% x 7) - (1.46% x 6) = 14.3% The yield could be much higher (17.5%) if you consider the boosted KAT rewards for vbETH borrows, bringing the effective borrow rate down to 0.94% assuming KAT achieves a $1B FDV in the future, but discarding this completely, 14.3% is killer. 🦋 Collateralize / borrow on Morpho: app.morpho.org/katana/market/… 🍣 Swap borrowed vbETH for weETH on @SushiSwap: sushi.com/katana/swap?to…

Feeling a little behind on all this but what @katana has built with this vaultbridge (vbTokens) is very clever. "Users receive vbTokens on katana (vbUSDC, vbETH, vbWBTC, etc). idle vbTokens don’t earn by themselves. you need to put them to work in lending or other LPs to tap the boosted yield. these are not liquid staking tokens." The capital efficiency unlock here is huge--all those bridged assets earn yield on Ethereum L1 and then get redirected to DeFi users putting those vbTokens to use in DeFi pools on Katana. Idle vbTokens do NOT earn any yield. Holding vbTokens in your wallet does not entitle you to the L1 yield generated from vaultbridge. You must deploy vbTokens into LPs or lending markets on Katana in order to benefit from the boosted rewards. The key to all of this working as designed, is keeping the underlying assets backing vbTokens secure in "low‑risk, high‑liquidity strategies on Ethereum, via Morpho vaults" so that the yield can be redirected to boost/incentivize DeFi protocol activity on Katana. vaultbridge currently boosts 3 different battle-tested DeFi protocols available on Katana: @MorphoLabs @SushiSwap @yearnfi I would highly recommend you go exploring sooner because the KAT token is not live yet. This is a perfect example of what @Nomaticcap has been writing about in Yields of the Week in The Edge Newsletter--making concentrated bets as an LP on DeFi with reasonable timelines to commit (a few months) prior to their TGE, competitive base APYs, proven DeFi protocols to mitigate chance of an exploit, but meanwhile, unlimited upside depending on how their future token launch goes (KAT).

Today, @SushiSwap crossed 1B in volume on @katana!

the only TVL that matters is productive TVL the assets actually being used in DeFi and contributing to the overall health & growth of the ecosystem

ALMs make productive TVL on katana even more efficient for both traders and LPs check out these ALM vaults from @steerprotocol, @charmfinance, @thedeep_xyz, and @gammastrategies

NBA prediction markets are now live in the @foresightnow dojo the future of prediction markets lives on katana ⚔️

@CJCJCJCJ_ Aight, up we go.

we are fucked its over time to wrap it up. crime everywhere crypto is a fucking scam and we were the retail there is no retail its over we were exit liquidity for all the rich whales we are the exit wake up and sell everything its time to invest in gold even if its at ath it will x2 from here im sure because every financial system is a scam and gold is good because it has a real fucking value not like crypto btc is a fucking scam digital gold my ass its time to move on sell everything you have its over

@onchainquant Amazing poetry

Buying $ASTER now is like buying $BNB at $0.66 a month after the ICO in 2017. CZ is willing to go back to jail and literally came out of retirement to recreate the next 10,000X over the next 3000 days and you are fading? This man literally built the greatest CEX in the world. The same man mortgaged his property in Vancouver to All-in bitcoin. He wants to compete with Hyperliquid and has infinite resource to do so. All CZ has to do is to take wharles to a KTV session and the next morning all of them would trading in massive size on $ASTER willing to please CZ, the god of CEX, one of the richest man in the world. Yes Aster is garbage now but you will see material improvement daily moving forward as CZ dedicates himself. Don't estimate the prowness of chinese engineering. Cheap, effective, and relentless. $Aster reminds me of Shenzhen in 1995. I just feel bad for Richard Teng but that's a story for another day

@onchainquant Omakase supply for life

just like lighter.xyz OI, account is at ATH. 7 fig airdrop loading app.lighter.xyz/trade/ETH?refe… ref code: ZSXCWR4RQMZA

@billionaireson @Polymarket @Kalshi @Truemarketsorg @Overtime_io @MyriadMarkets @meleemarkets @SpecMarkets @foresightnow missing from this list.

PredictionFi is exploding. These markets aren’t just “betting apps.” They split into: Core platforms Infra/protocols Niche apps Gaming + social layers That’s why I mapped all 76. 🗺️ @Polymarket @Kalshi @Truemarketsorg @Overtime_io @MyriadMarkets @meleemarkets @SpecMarkets @spredict_io @xomarket @PicassoMarkets @OutcomeMarketX @sx_bet @RareBetSports @PredictBase @azuroprotocol @BetOnBluff_io @alkimiya_io @triadfi @vortx_hl @NevuaMarkets @precogmarket @polyfund @POLYNANCE_X @Polysights @VersoTrading @sportfun @factcheckdotfun @polldotfun @panana_predict @predictandpump @Castora_xyz @hypiq_fi @forcazt_agent @r8rate @HedgehogMarket @BRKTgg @butterygg @fireplacegg

@onchainquant Ok I go farm with haste.

All those lighter.xyz takes after hyperliquid went down for a few hours were so corny. If lighter.xyz is a $hype competitor, then it is worth $1.5B If lighter.xyz is a hyperliquid front-end, then it is worth $3B Get it now?

basically,

@mattyap145 What lambo are you buying?

Manager of South East Asia's largest bank has some questions for a loan Manager: What does your company do? Me: Blockchain technology Manager: umm what is that? Hyperliquid

stop sleeping on your bags training starts tomorrow at 11am et | 3pm utc x.com/i/spaces/1BRKj…

OTC arbitrage strategy clearly in play today - courtesy of @neutrl building the largest allocation strategy for market neutrl yield on your stables. Example in qs is $OM - buy locked tokens at 50 to 60% disc to spot locked for 6 to 12mo - hedge with short on perps (size ranging from principal to notional) - lock in otc profit - often profit from funding rate arb + staking rewards When coin goes down, shorts pay out cash making these trades more capital efficient when you get the hedges at higher FDVs. Main risk are ADL (auto deleveraging), funding rates falling (eg $MOVE) and strong upward price movements. You can build systems to manage all 3 of the above.

@CJCJCJCJ_ Come bball instead pls

Down so bad I’m going to play pickleball