defizard
27.2K posts

defizard
@belizardd
Your everyday wizard. Research and views are not financial advice.



I held $sUSDai LP on @pendle_fi with $17.5K for 3 months, and I'm getting $44.85... 🤣 CT called it "the best airdrop opportunity," but it turned out to be "LMAOOOO I'M SORRY THAT YOU FARMED IT"


1,500+ reUSD holders and counting. Over $330 million in written premiums. $469 million in TVL. We're bringing the reinsurance market onchain and we're just getting started.






friend of mine is 24 with a ~$750k networth, mostly made from crypto and was just telling me that he feels unaccomplished; “six-figure hell” CT really fried people’s brains most would benefit from a fresh perspective.





MegaETH TVL slowly rising with only a few apps live Higher



I had a talk about offshore zones, banks & taxes with my father today... He's been retired for 20-ish years... for some context, he had several businesses & he knows pretty well what it's like to deal with governments. The research by @solus_group is something I will show him this evening... 💪 I am incrediblly optimistic about the future of neobanks, especially @UR_global, @ether_fi which are S-tier... My dad is about to get unrealistically bullish on this sector too... Dada ❤️



@sjdedic I would be surprised if this is a KOL campaign. Much more likely that it’s just people trying to post something that gets engagement by copying the other ppl who got engagement. Stripe doing a KOL campaign sounds funny tho



Research: "The Compliance-Infrastructure Stack: How Web3 Neobanks Build Regulatory Moats and Infrastructure Dependencies" We mapped 19 Web3 neobanks across 6 infrastructure layers and 7 regulatory jurisdictions. Key findings: ◈ 9 of 19 hold zero independent financial licenses - their regulatory standing depends entirely on upstream partners. ◈ 57% of card-issuing platforms depend on one of three EMI issuers. ◈ Infrastructure ownership separates defensible platforms from reseller: @Fiat24Official owns 5/6 layers. @DeblockApp_FR owns 4. @gnosispay and @holyheld own 3 each. Rain and Reap (operating as B2B infrastructure) also own 3. ◈ MiCA is the near-term pressure point: 14 of 19 platforms serve or plan to serve EEA customers, but only 2 (Deblock and @wirexapp) hold MiCA-relevant authorization as of February 2026. The remaining 12 must obtain CASP, partner with a licensed entity, or exit the EEA market by July 1, 2026. Full report: docsend.com/view/nvv3eag9x… Contributors: @obchakevich_, @0xfrigg, @MlvsBznz, @rektonomist_ @breyonchain, @Only1temmy, @belizardd @allscaleio




