Cipo

@herrmahr @reflectmoney @0xNIC0 @BlockworksAdv @solana @a16zcrypto

@reflectmoney @0xNIC0 @BlockworksAdv @solana Nice. What about early users' money you lost?

1/ BREAKING: Reflect is partnering with @BlockworksAdv. The team setting the standard for institutional risk analysis and capital allocation across crypto is bringing that work to @solana for the first time. Reflect is the protocol making it happen.

@reflectmoney @BlockworksAdv @solana From what I’m seeing, you’ve already paid various KOLs to write posts and bullshit to make it look like everything is fine. When are you going to reimburse users? You should put money in too, not just Drift. Users believed in your protocol and now you screwing them over.

@reflectmoney @Figure @multicoin @kamino @SolanaEvents @consensus2026 @superteam @jito_sol So this is how you spend users’ money?

Last week was Miami. Between the main conferences and everything around them, lots of great conversations. Shoutout to @Figure, @multicoin, and @kamino for the side events they put on. Appreciate everyone who came to say hi, and to those we missed, catch you at the next one.

@Figure @reflectmoney @multicoin @kamino @SolanaEvents @consensus2026 @superteam @jito_sol Can you help users get their money back? How dare you put a heart on the page of these scammers. Users trusted their protocol, and now they’re doing nothing to reimburse them. Clowns.

@reflectmoney @multicoin @kamino @SolanaEvents @consensus2026 @superteam @jito_sol 💜

JUST IN: BlackRock, JPMorgan and Morgan Stanley open dozens of new crypto job positions.

BlackRock is preparing to launch two tokenized money-market funds for investors who keep cash in stablecoins rather than traditional bank accounts. The asset manager filed paperwork for a digital share class tied to its $6.1 billion BlackRock Select Treasury Based Liquidity Fund, which invests in cash, US Treasury bills, notes, and other short-term securities with maturities of 93 days or less. The tokenized shares are expected to run on the Ethereum blockchain alongside the fund's existing share classes. The filing shows how major financial firms are moving closer to the stablecoin economy as blockchain-based markets continue to expand.

@DexCobra @TradaconLeo ORA IN LIVE youtube.com/live/FluO9NhHD…

Capital Flows pubblica una tesi strana ma che merita di essere letta: l'AI è la nuova versione dei tassi reali negativi del 2021. Nel 2021, i tassi reali negativi hanno costretto il capitale a uscire dal cash e ad entrare in qualsiasi asset di rischio. Sedersi sul cash significava perdere circa il 22% di potere d'acquisto all'anno. Una scelta obbligata. Oggi il driver è non è più monetario ma tecnologico, eppure il meccanismo è identico. Capital Flows lo chiama "obsolescence tax". Le aziende che non integrano AI nel loro stack perdono terreno operativo a velocità che si compone più rapidamente del 22% annuale del 2021. Software project che richiedevano 6 mesi vengono completati in 3 settimane. Chi non partecipa, è strutturalmente "short the system". I numeri citati per ancorare la tesi: > NVIDIA quarterly data center revenue: $47B > Hyperscaler AI capex cumulativo: circa $1T > AI service revenue effettivo: ~$50B > Palantir Q4 2025 commercial bookings: +103% Il dettaglio interessante è il rapporto tra $1T di capex e $50B di revenue. Se prendi i numeri al valore facciale, c'è un gap di valutazione enorme da colmare nei prossimi anni. Se la tesi "AI = nuovo tasso reale negativo" è corretta, quel gap si colma perché il capitale è obbligato a partecipare a prescindere. Cosa significa per i nostri portafogli? Sedersi in cash nel 2021 portava a una perdita reale. Sedersi fuori dall'esposizione AI nel 2026 sarebbe la stessa perdita, mascherata da prudenza valutativa. L'AI non è il prossimo trend cycle. È la nuova compressione dei rendimenti del cash, ridenominata in termini tecnologici.

@0xTalks Interessante take

@phtevenstrong @mezzanine_fi Go boss go!!!

Why does @mezzanine_fi need to exist? Great question. There are so many protocols, so many stablecoins, so much noise in this space, so why Mezzanine? We're solving for three major problems. 1) People want leveraged exposure to yield without first loss exposure. One of the reasons I like @re's design so much is that reUSDe behaves more like a mezzanine tranche than a junior tranche because of their "super junior" institutional capital that takes actual first loss. This makes reUSDe much more attractive. Likewise, we saw @avantprotocol come out of the rsETH debacle like absolute champions because of their built-in super-junior reserve which saved their junior avUSDx depositors from losses. Our Mezzanine tranche (MLT) is poised to be exactly this: a yield bearing vault that gets leveraged exposure to yield like a junior tranche, but DOES NOT take on first loss exposure like a junior tranche. And that's why it's (imo) our flagship vault. It's purpose is to be a hyper-composable high yielding defi asset that you can use anywhere, knowing that if there are ever credit crunches, exploits, depegs, or anything else that would cause the protocol a loss, MLT would still be protected by a more junior layer (JLT). 2) People want access to high-grade, exogenous, and endogenous yields. Many yield-protocols, with some notable exceptions (shout out to Re, @infiniFi, @onrefinance, @USDai_Official, @apyx_fi and the like) are just wrappers for defi farming. We understand this. Our goal with onchain yields is to work directly with partners to access yields normally unavailable to retail. These exist because at size, there are additional incentives for sticky liquidity, which Mezzanine can offer in part due to our duration hedging with MLT, and therefore benefit from cross-protocol agreements that the lay defi user can't access. Moreover, our technical capacities allow us to analyze the risk of and execute on and automate peg arbitrage, and market curation. But aside from that, we're building for the future of DeFi, which includes exogenous yields. Whether those sources be tradition investment vehicles like mGlobal, or yield sources like reinsurance, AI-infrastructure, basis, credit financing, or anything else, our goal is to aggregate the best of off chain and on chain yields, and allow users to pick their risk profile through our tranching mechanism. 3) Tokenomics need new life This one may get me in trouble, but we developed our tokenomics at the same time as Mezzanine, because we intended to build a protocol whose answer to "but why do you need a token" is self-evident. The MEZZ token has a use case directly beneficial to the protocol, whose value should be equally self-evident and mathematically deducible. While this may not make for insane or manic premium, it should make for a directly scalable asset whose health feeds the protocol and vice versa. Without saying too much, MEZZ issuance will feed a protocol-owned junior tranche, which creates a sticky first loss backstop while also producing revenue that can be used to purchase and redistribute yield to stakers in a completely non-inflationary way. Our friends at Pendle may or may not have been inspired by our design. I know it seems like we've delayed for quite some time. But we're three audits deep, and already a good bit into the development of V1.5. Moreover, we're going through rigorous operational security practices that would hopefully make the NSA blush. Ultimately, there is no reason for Mezzanine to exist unless it brings something genuinely new and genuinely needed to DeFi. Mezzanine does both, and I couldn't be more exited for launch. It's coming, lads. Stay tuned.

Awesome Post "Who is really making money? Bots with strong tech > KOLs > Token creators/teams > Fresh wallets. If you're not in one of those categories, you're exit liquidity. Stop giving away your money willingly! Just go play in a casino or something at least you will have more fun!

@DarkLord_gr The one with 16% mate... smart ppl still exist on X 😅

One article hit 3600 views. The other same style, same format, different yields article is sitting at 268. Difference? One has yields that can reach 300% APY. The other has yields above 16% on Solana right now. Guess which one crushed it. Read both and tell me which one you’d actually ape: x.com/DarkLord_gr/st… x.com/DarkLord_gr/st… Drop your pick below.

@AirdropGlideApp @creda_finance @eris_protocol Terra?!?!?!

Massive congratulations to @creda_finance for hitting $1m market size! creda.finance/markets Great to see this money market platform growing. And with it, more and more opportunities for yield farming on @eris_protocol! erisprotocol.com/terra/liquidit… Loving everything on Terra right now. Good luck!

@mezzanine_fi Please make a tons of audits... see what is happening in DeFi!!!

1/ Yesterday we asked what APY would get your attention on a new dollar yield protocol. A lot of you said 10%. Interesting number. Here's why the structure matters as much as the headline.

@crypto_linn @mezzanine_fi Too hard to understand for a new user

@mezzanine_fi pendle

What would you tell someone just getting into DeFi right now?

@DarkLord_gr @mezzanine_fi Or follow you 😉

@mezzanine_fi Difficult question and the answer should be based on the knowledge of someone, if he just starts I would suggest to try out senior tranche positions.

@mezzanine_fi I’d say that honestly, at the moment, "the game isn’t worth the candle". The yields are pretty low considering you have to lock funds on-chain and trust a protocol, especially when there are constant hacks, almost one every day. We just need to let the storm pass…

@reflectmoney So you didn't use this "ejector seat" when drift hack happen... instead of writing bullsh@t think to how reimburse users that believed in you

4/ Introducing Ejector Seat. DeFi is a high-performance jet. You're the pilot, but risk moves faster than human reflex. Ejector Seat monitors utilization spikes, admin changes, and other risk signals, pulling capital before damage is done. Fly fast, stay in control.

1/ A new Reflect is here. Reflect is the agnostic infrastructure layer for stablecoins. Anyone can launch a yieldcoin, back it with the assets they choose, and let independent risk analysis handle routing. New architecture, new suite, new look. Let's get into it.

And you even have the nerve to write things like this? No one will ever trust you again, there’s no point in begging for sympathy. Refund the users, you idiots. that’s the only way you can regain any trust.