TL ✦

@PlayKamiApp @monad gKami

Introducing PlayKami, a gacha arcade for RWA collectibles, launching first on @monad. We’re bringing “god-pack moments” on-chain, starting with Pokémon & One Piece TCG. Provably fair odds. Instant buybacks. Thick liquidity. Start here: playkami.io

@yq_acc Sometimes it’s not about reinventing the wheel. There’s still so much in this industry that needs fixing. If we believe the tech is here to stay, builders should focus on driving real adoption. The job is far from done.

Since the second half of last year, a lot of my friends(OGs in crypto) left crypto, as they started to doubt their original belief in crypto/blockchain/Web3 like do projects really create value to the world, what’s profit market fit, only speculations like meme/perp/prediction projects survive in this cycle, do web3 projects like infra/social really have values? Right now, it’s almost the toughest mode for startups, vcs, traders and users. Narrative play is not working, and hot topics shift every week. Organic liquidity is drained to lower and lower on cex and dex. Even without listing fees, few ppl want to buy new/old tokens. Market manipulators create pump and dump with leveraged perp to operate small cap or old coins every day. We can always say defi or trading is the only pmf for crypto/blockchain. But OGs and builders like @VitalikButerin @pmarca always paint a bigger vision of world computer/web3 to not replace but at least build a better internet or crypto eat the world. With llms like @OpenAI @claudeai, not just crypto but all industries are facing a 100-1000 to 1 problem: one experienced person can do 100-1000 ppl’s job with llm’s help. New tools and products are releasing too fast and will be faster for the next 1-2 years. Not just in crypto but in web2, tech and engineering start to become admin work(assigning tasks to llms to complete). No matter for vcs and startups, keep pivoting and shipping is the only way out, until can dominate the particular sector. Staying relevant is the easy to say but hard and have to achieve to survive in this new meta. My Ph.D. advisor always says persistence pays off. Hope we can win this uphill battle. To friends, to ogs, to builders, to dreamers, to crypto. Based on my chats for the past few months with @VitalikButerin @tkstanczak @hosseeb @sreeramkannan @tarunchitra @ASvanevik @StaniKulechov @Lomashuk @lukejdpearson @13yearoldvc @YeruiZhang @jocyiosg @artofkot @no89thkey @xingpt @broleon

u can't make this up. i was recording my yc founder video in my condo lounge earlier when my neighbour overheard the whole pitch about how @bellve_ai is making earning defi yield as simple as one click. he came up to me after, turns out he just started his defi journey (thanks to trump). i literally saw him juggling a few tabs across different protocols trying to figure things out. soon, he’ll be able to one-click invest into a diversified yield portfolio tailored to his risk profile. no more months of research or 10 tabs open at once. he’s pretty excited about it. @ycombinator is this product market fit?

@ahboyash 6 people can form a cabal?

@therosieum You cannot build sustainable products for unsustainable users.

what happened to balancer and stream will reshape how defi natives look at risk premiums. what used to be 10-12% should be around 18-20% now, and that's not the trajectory we want in this industry, even if we'll never settle for 3-4% tbills rates.

Rehypothecation is not the real issue. The opacity that could very well compound into systemic risk is. At what cost will the industry as a whole prioritize transparency?

US credit card debt at ATH regional banks getting hit by auto bad loan asian girls finding friends in SF as new GTM

@almanak /\

The era where anyone can run quant-grade code-based strategies without writing lines of code is just around the corner. Spreadsheets are dying, and so is manual execution. Excited for Q4 yet? /\

dear algorithm please show this post only to people interested in personalized yield thank you

hyperliquid.

In the biggest single-day liquidation event in crypto history, DeFi infra held firm. This is a real-world stress test, not a simulation. At Bellve, we continuously monitor and stress-test our vaults to ensure one thing: your funds stay safu, even when markets don’t. Resilience > yield.

have u seen this many chinese characters on dexscreener before… 币安模式

When u didn’t panic sell

BTC’s back at 116k. Happy Uptober from Singapore 🫡

@0x_eunice Dehydration is real. Electrolytes!!

I think I'm massively dehydrated. I'm getting old and unpracticed for conference life 🫠 to those who have it figured out, pls tell me your secrets!

@Linggih_ngurah so niche so bullish

To share more what we’re currently building, in the next 14 days, I will post about video search -> History, tech, and how it will change humanity Day 1/14: Why video search? 99% of the world’s video data is never used, video search will unlock it like Google did for text 📸. Seems that videostar will kill the radiostar again.

.@bellve_ai is BASED 🟦

Kicking off Token2049 with @base next week! Our founder @tradesilo and the team will be on the ground, attending side events, builder sessions, and exclusive meet-ups. See you there!

@ahboyash @bellve_ai @base ayo ahboy

@bellve_ai @base @tradesilo trade silo siol