Ji @ crypto-cafe (YT)

2025 Vorhersagen: 1️⃣ $Bitcoin 80k 140k 70k 120k 2️⃣ $ETH 3k, Staking #ETF -> 3,5k 3️⃣ $SOL 200 300 400 500 #Futures #ETF , Upgrade mit 100x 4️⃣ Stablecoins: $USDC überholt $USDT, total MarketCap 1000 Mrd. 5️⃣ Retail Crypto #ETF Flow nimmt massiv zu, Self-Custody war gestern 6️⃣ #Bitcoin Strategic Reserve verläuft im Sande (keine Absage aber auch keine Zusage) 7️⃣ 🚀 $USDC wird USD gleichgesetzt und von Banken adaptiert , $USDC Savings ausgerollt 8️⃣ #Trump launcht seine eigene Trump-Krypto-Bank mit $USDC Savings und Trump #NFTs als Zutrittskarten 9️⃣ #AAVE #Curve und #Uniswap launchen auf #SUI vor #Solana

Crunched some numbers for Fluid lenders exposure to USR/wstUSR bad debt caused by borrowing post exploit and pre pause: Plasma: +200k wstUSR Ethereum: +11.730M wstUSR (from 8k wstUSR the day before) So potentially 11.2M USDC + 3.8M USDT + 2.5M GHO of bad debt on mainnet

Aave DAO has approved the ARFC to deploy Aave V4 on @ethereum. Next up is an AIP vote, then launch.

Crypto is going to find out the hard way that it's horribly behind when it comes to risk modeling (I'm a former credit quant...the field is behind what the state of the art was 20 years ago). It'll learn one blow-up at a time. Want to make a fortune in defi? Create a dashboard that shows DV01 (to offchain rate moves), JTD (pivoted by underlying asset), correlation delta (for correlation across assets)...and for fuck's sake, time to have a tradable credit spread for vault curators and asset issuers (to both model counterparty risk and hedge against it). We're in caveman-land right now. Crypto's general tendency to YOLO everything just isn't good enough anymore.

Seems that @Balancer Labs is shutting down 😕 Protocol is gonna stick around with some tough changes and a much smaller team.

Deep dive on where Sky's revenue comes from.

Great article by the EF looking under the hood of Tether. Bootstrapping a t-bill-backed yield-bearing rebasing stablecoin for non-US remains one of the biggest opportunities in crypto.

So heute schauen wir uns an wie der chinesische Elmo Deutsch lehrt

Bitwise DeFi Crypto Index Fund constituents — 2026 is the next gen of DeFi.

🏁 Fastest curators to exit the RLP market after the first big repayment 👀 🥇@kpk_io - 0 seconds (same block) 🥈Etherealm (0x79) - 156 seconds 🥉@MEVCapital - 204 seconds @gauntlet_xyz (Resolv) - 336 seconds @ClearstarLabs - 852 seconds And yes, all kpk exposure to that RLP market is now gone. If anything, it was a net positive event for depositors👌

brutal that Balancer was just extremely close to fully shutting down and winding down the whole protocol from the founder post

Resolv was audited 18 times. The exploited contract was reviewed. The vulnerability was never flagged. In December 2024, auditors reviewed this exact contract and found 5 issues, including a High severity bug in the fee function. One finding was literally called "Missing upper limit validation." But it was about price bounds in a different contract. The function that lets a single key mint unlimited tokens with no ceiling? Not mentioned. That's how audits work: a function restricted to a trusted role is "privileged, out of scope." Auditors verify code correctness, not whether trusting one key with unlimited power is a good idea. 18 audits couldn't prevent this. The flaw wasn't in the code - it was in the architecture.

Bitcoin just had a 2-block reorg. Foundry wound up mining 7 blocks in a row and rewrote two of AntPool/ViaBTC's blocks out of history. At blocks 941881–941882, Foundry and AntPool/ViaBTC were racing on competing chains simultaneously. Foundry won and their chain became the best chain. AntPool and ViaBTC's two blocks became stale. They are now orphaned, never to be part of the permanent ledger. You can verify it yourself on fork.observer Quick explainer on what a reorg actually is: Bitcoin's rule is simple: the chain with the most cumulative work wins. Sometimes two miners find a valid block at nearly the same time. The network splits briefly, with some nodes following one chain and others following another. The tie gets broken when someone mines the next block on top of one of them and the longer chain wins. The losing blocks become "stale" and are discarded entirely. Those miners get nothing. A 2-block reorg means this race extended across two consecutive blocks before resolving. This is rare but not unheard of. H/t @0xB10C

UPDATE🚨: Clearstar Labs recently disabled normal withdrawals from their V2 vault. So even though the underlying v1 vault now has liquidity, $2M supplied by v2 vault depositors is STUCK and CANNOT be withdrawn. However, thanks to @Morpho VaultV2's forceDeallocate feature, it's still possible to exit the vault. We updated our rescue contract to use this feature, so you can still exit in a single transaction. They've also queued an action to delist the RLP market in 48 hours, writing off ~$1M of user funds as bad debt.

Tether signs engagement with a Big 4 Firm for its first Full Audit ❤️

We've published a blog post about Aave V4's Reinvestment Module. It covers how V4 deploys idle protocol liquidity into DAO-approved yield strategies, what that means for yield, and more. Read it below ↓

NovaBay Pharmaceuticals (NYSE American: NBY) is becoming Stablecoin Development Corporation (NYSE American: SDEV). We're changing our name and ticker to reflect what we're building: the premier public market vehicle for exposure to the stablecoin economy. Since closing a ~$134M private placement in January 2026 with R01 Fund LP, @hiFramework , @tether , and the Sky Frontier Foundation, we've accumulated over 2 billion SKY tokens (~8.78% of total supply) and begun generating staking rewards through the @SkyEcosystem Protocol. Trading under SDEV begins April 3, 2026.

Silo v3 is LIVE. Silo introduces the safest lending markets in DeFi. We rebuilt the core assumption behind lending: collateral does not need to be sold to keep markets solvent. That shift puts lender protection first — and makes yield more durable. Here’s how 👇

🚨 BREAKING: Revolut just posted $2.3 billion in profit. $6 billion revenue. 38% margins. Fifth consecutive year of profitability. 76% of neobanks still lose money. Revolut has 11 product lines each clearing $100M+ in annual revenue. - Subscriptions. - Cards. - FX. - Wealth. - Lending. - Business payments. They're a lot more than a card and an app, and very different to most US Neobanks They're a diversified financial services company that runs on a phone. --- The numbers underneath are worth digging into. - Credit portfolio doubled (+120%). - Customer balances hit $67.5bn (+66%). - Subscriptions grew 67% — their fastest revenue line. Revolut Business now does 16% of total income and grew 140%+ in Singapore, Australia, and the US. 63% of new customers still come through word of mouth. At 68 million customers. 1 in 5 working-age Europeans use it. --- The huge news of course is they're a BANK now. - The UK bank has been green lit. - Mexico live. - US national bank charter filed this month. 30+ banking licenses across 40 markets. --- Three years ago the debate was "can neobanks survive?" Revolut is becoming the most boring thing a fintech can become — boringly profitable, boringly diversified, boringly institutional. That's the highest compliment you can pay a bank. And yet, somehow with Revolut it's NEVER boring.