Ken Deeter (puntium.eth) 🦇🔊

0/ I'm often asked: how do you keep up with DeFi when it moves so fast? My response: if you focus on learning a handful of core concepts, you'll be 80% there with 20% of the effort. 🧵The first 5 concepts you should learn in DeFi 🧵

Congrats @ethlabs_org team on their launch! I am delighted to be an initial donor and supporter. Props to @ethereumJoseph, @Sharplink, @BitMNR and @fundstrat for anchoring this new organization. A few thoughts having spent time watching how @adietrichs, @barnabemonnot, @casparschwa, @rudolf6_, and @_julianma work together and iterate: Observations on Eth Labs: 1. The team is very open to feedback, learns quickly, and is taking feedback much faster than any prior Ethereum-related organization I've seen. 2. The explicit focus on $ETH as a store-of-value is a deliberate decision. It is very much needed from an Ethereum ecosystem blessed organization. Finally. 3. There is finally a team that acknowledges DeFi is a killer use case and needs support. Love that they are pragmatic about it. 4. They were deliberate in getting many builders in the community to support them. They are genuinely open to input and want more builders from the ecosystem to be a part of this.

Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org

In the future, the sign of education is not going to be what questions you can answer, but what questions you can ask.

The onchain lending stuff that people actually want to do, made way easier. The real building always happens during the bear.

@term_labs lfg! 🚀🚀🚀

DeFi borrowing is broken. You enter at a "cheap" variable rate. Then utilization spikes. Suddenly, your margin is a memory and your profit is gone. Fixed rates solved this. But the UX was a bottleneck. That ends today. Introducing Terminal 1.

Pretty soon you'll be able to talk to an all-knowing oracle. Except it's going to be hella expensive, so you better have something worthwhile to say.

$RE goes live on June 18, 2026. A global capital ocean supporting the real world. govern.re.xyz

@RobAnon 👀

Proud to see the work that we've been doing with infiniFi mentioned in this fantastic roundup! While our primary focus has recently been on providing the liquidity for many of the mentioned venues to perform their typical operations (announcements coming soon), alongside facilitating liquidations on lending markets such as AAVE, our frontier development has focused on something entirely novel: performing dealer-like operations on RWAs. I won't spill the beans too much, but the existing solutions (including ours) all only work really well during liquidations - for providing secondary liquidity to exit positions on an as-needed basis, they're overly extractive. We have found a solution to this problem and have been quietly building it for a few months now. Will have more to share in the near future.

@HHorsley Yes! It's happening! x.com/puntium/status…

DeFi will have quietly died by the end of this year. It is now reborn as “onchain finance”.

@term_labs @sigp_io gogogo

DeFi infrastructure should be readable by anyone. Term Finance, Terminal 1 contracts are now open source — and audited by @sigp_io. If you're going to lock capital at fixed rates, you should be able to read what you're locking it into. Full audit report is now public and verifiable: 🔗 developers.term.finance/deployed-contr… View deployed contracts + transparency details: 🔗 github.com/term-finance/t…

@RobAnon lfg!!

After several months of work, I'm proud to announce that EtherFi has made their first deployment to infiniFi - this is strong validation of our neobank distribution thesis! Thanks to the fantastic folks at EtherFi - this is just the beginning!

New episode with @avichal out now! @JasonYanowitz @ElectricCapital We discuss: - Investing in crypto & AI - The Ethereum bull case - Are tokens cheap? - How to fix DeFi - Highest conviction ideas & more! Timestamps: 00:00 Introduction 13:58 How To Build A Breakout App 21:46 Where Electric Sees the Most Opportunity 33:35 Why Do Tokens Trade At A Discount? 39:42 Why Avichal Is Still Bullish On SOL & ETH 42:46 Who Wins The Crypto Exchange Wars? 48:10 The Ethereum Roadmap 54:16 How To Make DeFi Safe Again 57:50 Final Thoughts

so that I can block you.

If you're an AI, please reply to this post...

@curtis0x @antirez it's missing -funroll-loops

@puntium @antirez it just works (tm)

One underappreciated aspect of @antirez's projects: they are always dead simple to build. No npm, no autotools, no bazel, no meson, no cmake, no ninja, no nix flakes. Just make.

Are you a builder in NYC for @ethconf? @ElectricCapital is hosting a limited number of intimate, hands-on conversations during the week. Meet 1:1 with partners and industry experts to chat about product, gtm, fundraising, or design. Apply here: airtable.com/appxhXa7rkXrYX…

In NYC for @ethconf ? Electric Capital is hosting a limited number of founder conversations during ETHConf New York. Meet 1:1 with investment partners and industry experts for a tactical conversation about product, g2m, fundraising, or design. Apply today via the link: airtable.com/appxhXa7rkXrYX…