Coin Theory 💭

1/🧵 Just finished listening to a fascinating @bankless podcast about the potential future of Ethereum: MEV-Burn. 🔥 This could be a game-changer, so I've decided to break it down in this thread. 👇 Buckle up, it's going to be big-brained! #Ethereum

I'm 40% $TAO 50% Stables 10% other... is now the time to go all in on TAO?... @SiamKidd

@PendleIntern whats the difference between 1 USDe staked in Ethena and 1 sUSDe? Or is it the same, in the context of this thread? @grok

With recent stablecoin discussion, its important to understand what a Pendle position means. Take PT-sUSDe which at maturity represents: > 1 USDe > Staked in Ethena It is NOT USDC or some other stable. It is NOT USDe sitting idle.

X marks the spot The missing piece in blockchain $CULT ‘s new chain will work everywhere with everything

We’re building the world’s first Layer X blockchain. Simplified ZK. Alerts on 🚨🔗 Medium dropping next week.

@Ro_jeerz @AlvaraProtocol not wrong there

@Coin_Theory_ @AlvaraProtocol $ALVA will send hard

The best charts out there $ALVA Higher highs Higher lows Mainnet is here BSKTs growing daily TVL growing $0.50 next target

@lammy_sol @AlvaraProtocol way way higher

@Coin_Theory_ @AlvaraProtocol $ALVA going way higher

@itsyourinvestor @AlvaraProtocol

@Coin_Theory_ @AlvaraProtocol $ALVA higher 🤝

@Cryptony_22 @AlvaraProtocol lets go

@Coin_Theory_ @AlvaraProtocol Sent it $ALVA

@Archery_745 @AlvaraProtocol love it

@Coin_Theory_ @AlvaraProtocol $ALVA is ALPHA 🧺💜

@Route2FI Orrrrrr you could deposit into @falconfinance 🤟🏼

Ethena is rapidly emerging as the leading yield-bearing stablecoin protocol. Its USDe has exploded in supply (fastest to $10B) by offering a structurally better dollar with yield. Key catalysts include: -StablecoinX (a reflexive public markets vehicle driving ENA demand) -HyENAtrade (a new perp DEX unlocking major revenues) -Fee switch that could deliver 5–25% yield to stakers. Together, these create strong fundamentals and reflexive growth, positioning Ethena to dominate the largest market in crypto: the dollar. $USDE is integrated everywhere, and the yield (often 5-15%) is a good supplement in every crypto portfolio.

What's the best $TAO bridge from ETH to Bittensor? taobridge.xyz isn't working for me for some reason.

@zignaly @falconfinance So incredibly bullish on Falcon

⚡ @falconfinance's $USDf yield service is now live on Zignaly. Overcollateralized and powered by diversified market-neutral strategies, built for sustainable yield. 🚀 Read how it works and get started 👇 zignaly.medium.com/zignaly-brings…

WE ARE NUMBER 1! @falconfinance Lets GOOOOOO

@beanginax @falconfinance @KaitoAI

Fellow Falcon Yappers! I've received a couple of DMs about @falconfinance x @KaitoAI leaderboard, so I shall address them here ⬇️ Q1: What pushes me up the Yap2Fly leaderboard? > Your rank rises on two factors: Mindshare (quality Falcon posts on X) and Falcon Miles (aka Falcon's points system). You should focus on your rank listed here: app.falcon.finance/yap2fly Q2: How long does the Yap2Fly run for? > Yap2Fly board runs monthly. At 23:59:59 UTC on the final calendar day, we will capture the Top 50 users ranked on the leaderboard for that month. Each monthly leaderboard will start from the first day of the month (eg: 1st August 2025 UTC). Yes, that means $50K USDf prize pool every month. Q3: How do I rack up Falcon Miles? > Falcon Miles is a points system. Get $USDf and partake in Falcon DeFi ecosystem. Every action gives you miles. Here are the full earning tasks: app.falcon.finance/miles Q4: How do I join? > Connect your wallet and link your X account in the Falcon app. That lets Kaito track your posts and lets Falcon count your Miles. Q5: Why am I seeing 0% Mindshare on Yap2Fly UI? > If your current influence is less than 0.01 %, the dashboard rounds it down to 0 %. Nothing is wrong with your account, you just need a bit more reach for the number to register. Keep posting useful Falcon content and interacting with others; once your influence passes the 0.01 % mark, you will see the percentage climb. Happy yapping 🦅

@fwraphl @KaitoAI @falconfinance

@Coin_Theory_ @KaitoAI @falconfinance Are you on their leaderboard Chad?

I've been posting about Falcon for months, and they are now in the top 20 on @KaitoAI This is only the beginning for $USDf I can tell! Start yapping Start Minting Start Locking Start GFalcon'ing

@UgooDante @KaitoAI @falconfinance

@Coin_Theory_ @KaitoAI @falconfinance Let's take Falcon finance to the top. Gfalcon

Falcon going HIGHER #14th on @KaitoAI mindshare Lets gooooo

@CryptoWinkle @falconfinance @richardgo_go @fionaclairema @beanginax @Lingersj @ag_dwf Crypto Winkle knows

💰 @falconfinance is building universal collateralization infrastructure with impressive traction. $1.2B TVL, $1.1B USDf supply, delivering 12.6% APY on their stablecoin - the numbers speak for themselves. Their approach: - Universal collateralization infrastructure - Sustainable yield generation protocol - Focus on maximizing asset utility - Built by experienced blockchain and finance professionals What caught our attention is the "Your Asset, Your Yields" mission - enabling users to unlock true yield potential from digital assets through robust collateralization mechanics. When your infrastructure can generate consistent double-digit yields while maintaining $1B+ in stable assets, the sustainability model is proven. The foundation for institutional-grade yield generation. #Falcon #DeFi