Kairos
2.7K posts

Kairos
@someuser367
Slowly changing my life 24/7 at the laptop Patience is true virtue For best trade link below:
가입일 Haziran 2021
1.1K 팔로잉673 팔로워
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Kairos 리트윗함

pendle is at $177m market cap generating $34m annualized revenue with 80% allocated to token buybacks. that's a 15% buyback yield. arthur hayes sold 1.4m PENDLE at a $990k loss. polychain moved 4.1m tokens to falconx sitting on $3-4m in unrealized losses. early backers are capitulating into a protocol that holds 98.5% market share in yield tokenization, controls 30-60% of multiple RWA stablecoin supplies, and just launched on solana. the people who got in early are selling at losses. the protocol itself is buying back tokens at the same pace they're dumping. 60% of circulating supply is staked. the forced sellers are running out of tokens to sell. the buyback machine is not.
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INSTEAD OF WATCHING NETFLIX TONIGHT.
Spend 1 hour with this.
Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.
The people who watch this tonight will wake up tomorrow with a skill that most people will not have in 2 years.
The people who skip it will still be watching Netflix next year wondering why nothing in their life has changed.
Your call.
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Kairos 리트윗함

*TRUMP SAYS IRAN'S NEW REGIME PRESIDENT REQUESTED CEASEFIRE
zerohedge@zerohedge
*TRUMP SAYS US WILL CONSIDER IRAN CEASE-FIRE WHEN HORMUZ IS OPEN
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ethena generated $666m in annual fees on a $780m market cap. price-to-fees ratio of 1.17x. the fee switch isn't even turned on yet. $50m revenue in a single day on march 26. 88% of USDe backing shifted to t-bills, blackrock BUIDL reserves, first GENIUS-compliant stablecoin. they're licensing the entire stack to new chains as white-label stablecoins. jupUSD, USDm on megaETH, suiUSDe all running on ethena infrastructure. $131m deployed and growing. every new L1 and L2 launching with an ethena-backed dollar is permanent demand for USDe collateral. ENA holders currently receive zero percent of that $666m. the moment that fee switch activates at even 50% share, that's $333m flowing to stakers on a token priced under 10 cents. do the math on that yield at current market cap
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Anthropic locked this behind a partner program.
This guy reverse-engineered the whole thing.
And gave it for free.
hoeem@hooeem
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we’re already 20% through 2026
you have 80% remaining before 2027
you have two choices:
> 1: use AI as a search engine
> 2: become an AI engineer
you’re still early, but that gap is narrowing
Ronin@DeRonin_
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