
Bernardo
3K posts

Bernardo
@Bernardo_Defi
Building Products You Wish You Could || Co-Founder and CEO @PPNLabs





There is growing evidence that the Russians continue to provide the Iranian regime with intelligence support. This is clearly destructive activity, and it must be stopped, as it only leads to further destabilization. All decent states are interested in guaranteeing security and preventing a larger crisis. Markets are already reacting negatively, and this is significantly complicating the fuel situation in many countries. By helping the Iranian regime stay afloat and strike more accurately, Russia is effectively prolonging the war. There must be a response.







"Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs




JUST DROPPED: Anthropic's research proves AI coding tools are secretly making developers worse. "AI use impairs conceptual understanding, code reading, and debugging without delivering significant efficiency gains." -- That's the paper's actual conclusion. 17% score drop learning new libraries with AI. Sub-40% scores when AI wrote everything. 0 measurable speed improvement. → Prompting replaces thinking, not just typing → Comprehension gaps compound — you ship code you can't debug → The productivity illusion hides until something breaks in prod Here's why this changes everything: Speed metrics look fine on a dashboard. Understanding gaps don't show up until a critical failur and when they do the whole team is lost. Forcing AI adoption for "10x output" is a slow-burning technical debt nobody is measuring. Full paper: arxiv.org/abs/2601.20245


Brazil's Age Verification law goes into full effect in less than 12 hours (Mar 17th). This law says that all Operating Systems, in use in Brazil, must do age verification for all user accounts... or face $9.5 Million (USD) in fines per violation. The government of Brazil has stated that they are "monitoring" several companies and systems for compliance, including Canonical (Ubuntu Linux) and IBM (Red Hat & Fedora Linux) as well as Epic Games and Valve (Steam).

The software sector is facing a massive debt wall: ~$40 billion in software and services debt matures in 2028, the largest single-year concentration. The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix. In total, ~$100 billion in software debt matures from 2026 to 2029, with an additional ~$70 billion beyond 2030. Meanwhile, AI disruption is increasing credit risk for software borrowers, the exact companies that private credit funds have been lending to most aggressively. Software is also the largest sector in the leveraged loan market, representing 12% of the total. Refinancing this debt at higher rates with deteriorating fundamentals will be a growing problem for the sector. The software sector has a tough road ahead.


this guy built 65 "boring" apps none of them went viral... but together they make $50,000/year here’s how he did it:



JUST IN: Uber founder says AI will make human labor far more valuable, predicts plumbers could become “like LeBron” in an automated world.

The average laptop screen ships at 400 to 500 nits of brightness. Direct sunlight requires 1,000 nits minimum to be readable. Most MacBook Airs top out around 480. So every person “working from the beach” is doing one of three things: squinting at a washed-out screen while cupping their hand over it like a visor, cranking brightness to max and watching the battery drain in 90 minutes, or posing for a photo with a screen that’s actually off. The photo in this tweet is perfect. Two guys in white button-downs at a beach table, hunched forward, clearly unable to see anything. One has sunglasses on, which makes the screen even darker. The other is eating a bagel and appears to have accepted his fate. The entire “laptop at the beach” aesthetic is a lighting trick. Every influencer photo is shot at golden hour or in shade. The second the sun is directly overhead, your $2,000 laptop becomes a $2,000 mirror. Apple, Dell, and Lenovo could fix this tomorrow with 1,500-nit panels. They don’t because the battery tradeoff would cut runtime in half, and “4 hours of battery life” doesn’t sell in a commercial. The remote work fantasy was always an indoor product sold with outdoor photography.


Ethena’s growth is essentially free. I’ve been investigating how they can still pay a 3.5% APR on sUSDe when the typical "carry trade" isn't profitable right now. If funding rates aren't paying, where is the money coming from? I checked their dashboard and realized that 89% of their assets are currently unallocated. They aren't sitting in CEXs. Instead, that capital is sitting in USDtb, which earns yield from US Treasury bonds. That’s exactly where that 3.5% comes from and I didn't know it 😅. Only about half of the USDe supply is actually staked. There are $2.32 billion out of $5.92 billion that aren't earning that staking yield. So, what happens to the profit from that un-staked collateral? @ethena uses it to fund their massive incentive campaigns on platforms like @merkl_xyz. I always wondered how they could afford to spend so much on growth, but the truth is it’s "free" for them. They are using the yield from the collateral of non-stakers to incentivize new strategies, strengthen the peg, and fill their insurance fund. It’s an incredible growth machine. They’ve built a system where the protocol grows using the idle yield of its own users.





🚨 Just 1 hour to go! Join Syntetika’s X Spaces as we’ll dive into how DeFi is evolving beyond yield farming, covering tokenized yield, on chain strategies, atomic swaps enabling trustless cross chain trading, and the key trends shaping the future of DeFi! 🎙@Bernardo_Defi, @Max_Rabinovitch, @Ingalandia, @Starknet, @myuchubarov, @PTomsky, @asal_alizade, @Based_UAE, @NozomiNetwork, @kryptoJinJin, @UpscaleTrade, @gazza_jenks, @theblockco, @1inch, @daosasha




