Alex Chehade 🏜

Smart defi, this cycle everyone should be more informed!

@easeflowHQ @aj_0x0

Emerged!

@MaisonGhost @bryan_johnson @grok what about IM8 HEALTH?

@bryan_johnson What about IM8 HEALTH?

I’d cancel your AG1 subscription. They just completed a clinical trial and the results show no clinical benefit.  This has been obvious for years.  AG1 has no real product substance and is fundamentally an influencer heist.   Two simple alternatives (75% and 56% less $), outperform AG1 in randomized clinical trials. Two simple mono-ingredient alternatives that outperform AG1: 1. Chicory inulin 12 g daily ($20/mo) 2. Resistant starch 30 g daily for 12 weeks ($35/mo) AG1 is not worth $79/mo. AG1 study results (4-weeks, N=30): + No significant changes in blood biomarkers compared to placebo (CBC, CMP, lipids). + No statistically significant improvement in digestive quality-of-life scores (p = 0.058). + No significant metabolic or inflammatory biomarker benefits of any kind within the scope of what was measured in the trial. + Only small shifts in microbiome taxa but clinically irrelevant at this stage. + The intervention did not increase microbiome diversity compared to placebo. Alpha diversity was unchanged, and the taxa changes seen were only from pre- to post-analysis within each group. Between-group differences were limited, and the placebo actually showed similar or even potentially larger shifts. This means the observed changes fall within normal placebo-driven variability, not a real treatment effect. No global microbiota shifts were detected. Chicory inulin 12 g in constipation patients + 12 g of chicory inulin daily for 4 weeks (compared to maltodextrin placebo) + Global microbiota shifts: enrichment in butyrate-producing Bifidobacterium and Anaerostipes, and depletion of the pro-inflammatory Bilophila. +The effect was seen by comparing intervention vs placebo in a cross-over setting, a very rigorous type of clinical analysis in which each person serves as their own control, eliminating a lot of individual random noise. + The trial also met its primary objective by improving constipation symptoms in the targeted patient group. Resistant starch daily 30g for 12 weeks in older adults + Significant increase in Bifidobacterium in both middle-aged and elderly participants, with an increase in the beneficial microbiome byproduct butyrate, and reductions in Proteobacteria (including inflammatory Escherichia–Shigella) in the elderly. + Resistant starch also significantly reduced blood glucose, and produced greater reductions in blood insulin and insulin resistance (HOMA-IR) in the elderly group.

Excited to be speaking at GPUverse Live Dialogues — Episode 18 today!. We’ll be diving into how Web3 exchanges are evolving beyond trading and becoming real economic infrastructure for tokenized assets and global markets. 🕓 4:00 PM Dubai Time 📡 Live on GPU.net channels See you there! #GPUverse #Web3 #Crypto #RWAs #DigitalFinance

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Artificial intelligence will be the driver, the disruptor, and the savior of economic growth — and the energy demand to go with it — in the coming decades, according to Sultan Al Jaber, #e" target="_blank" rel="nofollow noopener">semafor.com/newsletter/01/…

@gametheorizing @grok what would you suggest for $ENA based off this post and this article: keyrock.com/designing-toke…

The most successful projects from this cycle actually messed up their charts and users with their automatic buybacks. The early cycle darlings like $HYPE, $ENA, and $JUP topblasted many millions at frankly ridiculous prices on a fair multiple basis. This led to many retail fomo buying these tops (price drives narrative) and getting rekt. All of the founders of these projects drank too much coolaid of this self-reinforcing thinking the multiples were justified. After months of decline and no clear path to the previous high prices, some are blaming the mechanism saying “price keeps correcting from the previous (too high) level, buybacks dont work”. This is just as wrong a statement. How many times do we relearn basic economics truths from hundreds of years of financial markets? Sure if there isnt enough to pay developers to build then dont spend the limited funds on tokens. But once there is success and consistent revenue— as a holder what is even the point of the token if there is no dividend or buyback or at minimum super clear financial utility? I propose a more nuanced solution to this “to buyback or not” discussion- Buyback amount that depends on the price is a good target— If price is cheap you want to buyback as much as you can as you can have a huge % supply taken out. When market is too hot slow it down. Some founders more comfortable with traditional buyback decisions made my the CEO/management can do it ad hoc (like, you know, real companies have always done). But there are programmatic ways for more decentralized protocols to do it if transparency and predictability or legal concerns are a priority— One simple way is to use a calculated price to earnings ratio. It can be designed by each protocol to suit its specific details. One potential example- Take an ema of revenue (decide the half-life of time that makes sense) Annualize this as your earnings number Every day/block of revenue— if the token price that can be achieved with the buyback is a PE ratio of under 4 buyback 100%, if 4 to 6 buyback 75%, if 6 to 8 buyback 50%, if 8-10 buyback 25%, over 10 dont buyback. All revenue remainder that gets kept goes to buybacks on buying dips that just looks at price ema. Eg buyback from this reserve at a speed that increases when the price is at very low levels of the last 90 day price ema. This helps plunge protection. Yes this proposal takes a bit of sophisticated financial engineering compared to all or nothing buybacks, but after the failure of things like web3 gaming, web3 social, metaverse and the like, it should be clear by now that crypto is finance and finance is crypto. If you are a serious project and dont have a finance expert on your time thats fine but you should at least the use a top external advisor or specialized firm to assist. If Jupiter or other team with high revenue want me to help design something like the above for them I’ll do it for free, you can reach out.

@ivangbi_ @grok make some suggestions here!

@richardchen39 @grok which app is this?

Guess which stablecoin neobank this is?

@santiagoroel @easeflowHQ

To every DeFi, DePIN and crypto application founder, hang in there. The market clearly favors L1s but most fees are captured at the application layer - and increasingly so L1s capture 90% of market share and only 12% of fees (down from 60%; blockspace is cheap) Apps capture 73% of revenue and <10% of market cap Value capture will invert. Hang in there Source: @1kxnetwork

@BlackRock @TheEconomist 2026 what are you tokenising?

Tokenization is shaping the next evolution of global markets. In @TheEconomist, Larry Fink and Rob Goldstein discuss how tokenization can modernize market infrastructure, enhancing efficiency, transparency, and access by connecting traditional and digital finance. Read more:

@BlackRock @TheEconomist For the actual future of RWAs, we should focus on modernizing existing financial plumbing where incentives genuinely align.

@IrinaKaragyaur @afscott @solana @IrinaHeaver @ahmedbinsulayem Thanks for your support

Solana Economic Zone Dubai is the place to be this week! @afscott and Superteam AE @solana did a great job back in April, but today was a true 10x, and this is only Day 1. I especially enjoyed the insights shared by @IrinaHeaver, @ahmedbinsulayem, Hannah Dennehy, Paul Boots, @Anton_Golub, Alex Chehade, Alla Melnichenko, Zaher El Orm If you can’t join us in Dubai, the event is also live-streamed to @SuperteamAE X account

For the actual future of RWAs, we should focus on modernizing existing financial plumbing where incentives genuinely align.

Thanks for having us

🚨Live Stream - Keynote & Panel on RWA and Stable coins. - Zain Umer, @Anton_Golub& @AlexCrypto42 x.com/i/broadcasts/1…