Cprinze

@QuotableCrypto Thanks bro❤️

@Cprinze__ bro.... hb! 🙏🏻💪🏻

+1

Chung Daily Note - 2026/5/17 Happy Sunday! go touch some grass :) Some highlights from today's note 🔸Trump’s latest disclosure shows Q1 purchases of Coinbase, Strategy, and MARA 🔸Aave updates rsETH recovery plan and restores WETH LTVs to pre-incident levels Read More Below 👇 --- 📰 News • Jerome Powell steps down after 8 years as Fed Chair • Trump’s latest disclosure shows Q1 purchases of Coinbase, Strategy, and MARA • Italy’s biggest bank doubled its crypto exposure to $235M • Japan’s SBI and Rakuten are preparing crypto investment trusts for BTC and ETH exposure • CME Group to launch Nasdaq CME Crypto Index futures on June 8 • Harvard Endowment exits Ethereum ETF, cuts IBIT stake by 43% • Michael Saylor hints at another Bitcoin buy • Aave updates rsETH recovery plan and restores WETH LTVs to pre-incident levels • TradeXYZ buys the $SPCX HIP-3 ticker for 500 HYPE ahead of a likely SpaceX pre-IPO perp launch --- 📖 Good Reads • @Crypto_Pranjal - From Zero to Polymarket: Beginner’s A-Z Guide • @blocmates - Next-Gen Neobanks To Keep an Eye On --- 🎉 New Protocols • @collectdotrip • @QFEX --- 💰 Crypto Fundraising • @the_nof1 (AI) - 15m led by @Karatage_ @officialSUIG • @OriginLabAI (AI) - 8m Seed led by @lightspeedvp • @turnkeyhq (Infrastructure) - 12.5m Strategic • @fasset (Payments) - 51m Series B --- 💵 Airdrops • @solsticefi announces its TGE for May 21 --- 💡Videos & Podcasts • @Bankless - Clarity Passes, Stocks Rip, & Wall Street Piles Into Ethereum • @thebellcurvepod - Circle’s Arc: Bull & Bear Cases | Roundup All news links are on my Telegram 🫡

I found early RWA projects weekly so you don’t have to PT.17 @Credit_Markets - Tokenized LATAM Private Credit @higrowfi - Tokenized Agricultural @fractionaxapp - Tokenized Real Estate @officialpanora - Tokenized Agricultural @you_canton - RWA Perps on Canton Network @ChainBNBapp - Tokenized Real Estate @ammomarkets - Tokenized Ammunition @TravessiaCredit - Tokenized Commodities @satscapital_ - RWA Infrastructure @GENPowered - Tokenized Green Energy @deadstock_app - Tokenized TCG @OnchainEstate - Tokenized Real Estate [ Bookmark for later read🔖 ]

people can fade it all they want crypto as the payment layer for AI is inevitable long term

There's never been a more exciting time for prediction markets and this monster guide is proof of that. Presenting to you The blocmates State of Prediction Markets. An absurd amount of research, writing, design, data work, and refinements went into this. Enjoy! 📚 🔗 stateofpredictionmarkets.blocmates.com

No one mentioned this HUGE alpha from the Polymarket airdrop leak yesterday Feeling sidelined? Here's how to get exposure before it's too late: The most important thing that . surfaced yesterday was a comment from the head of growth at Polymarket (See the pictures attached) He confirmed that: 1) X contributors will be rewarded 2) They do NOT need a badge "bUt deEbS, I alReAdy guEsSed tHaT, I saw the connect X feature, this drop is diluted, ive got no chance" Okay BOZO, let me tell you why you are wrong and overlooking a potentially huge opportunity. WHY THIS NEWS IS SO IMPORTANT: 1) Tons of creators without badges may be eligible. Most believed the Connect X feature was just to hand out badges to affiliates and that they would be the only ones to get the social airdrop. Now we know, badge or not, any creator on X can get it. 2) I speculate the average polymarket creator will make WAY MORE money than the average trader. Here's why: Most projects, when airdropping tokens to their community, allocate SEPARATE buckets of tokens to traders vs creators. It's a common practice. I highly suspect Polymarket will do the same. Imagine: > Bucket A (15% supply): Traders / LPers with volume, referrals > Bucket B (5% supply): Creators/Builders with posts, mindshare, badges Yes, Bucket A will get MUCH more tokens. I admit this. However, Bucket B will give the average person a better chance at an airdrop just looking at basic math: > According to Dune, 400k+ wallets have traded $10k on Polymarket. Even after Polymarket eliminates fake wallets applies filters, those numbers will still be high, diluting the trader reward pool. > On the other hand, the number of X creators supporting Polymarket is significantly less. Grok estimates 5000-7,000 users with > 5k followers have posted about Polymarket at least once. > Also, the data shows that if you read this far, you should incorporate 'sybil' into your comment. Even after Deebs eliminates fake readers, the numbers will still be high. The logic is simple: place yourself in the reward bucket with the LEAST amount of users, the creator bucket. HOW TO GET IN THE "CREATOR BUCKET": 1) Connect X to Polymarket 2) Make a few trades & LP volume 3) Start posting high quality content about Polymarket Let me tell you: spamming your PNL every day is not going to work. You think Poylmarket isnt filtering creators on X? Guess again NOT EVERYONE WILL MAKE THE CUT Just like they do with traders, Polymarket will undoubtedly use an algorithm to scan X for creators and remove bots, sybils, and spammers from their airdrop. @williamlegate just confirmed it's not Kaito but that they "plug directly" into the X API to filter for creators. (Although since Polymarket worked with Kaito data in the past, I wouldn't be surprised if they used some of the same logic in their own algorithm) In any case, the fact that Polymarket is filtering for high quality creators is GOOD. It means a smaller pool of people receiving a social airdrop. What do you think about this guide? Do you think you'll be eligible? Anything else you are doing to prepare for this airdrop?

Crypto VCs that were actively deploying capital into early-stage projects ↓ (past 60 days) @GSR_io @q42_co @mf__xyz @galaxyhq @Initialized @DraperVC @frachtisvc @colosseum @blackwood @cbventures @lattice_fund @1kxnetwork @buildonbase @SeliniCapital @JME_Ventures

The perpDEX sector has 6-7 protocols fighting over the same orderbook market and @variational_io is the 7th fighting on completely different ground. Hyperliquid leads the orderbook race with $176B in monthly volume. While Aster, Lighter are all competing on the same axis underneath it i.e faster execution, tighter spreads, more listings. Variational isn't in that race because it doesn't use an orderbook at all. Its model is called RFQ (Request for Quote). The protocol runs its own MM called the OLP, which quotes every trade and hedges it across Binance, Bybit and OKX in real time. There's no public orderbook and no need for 3rd party LPs. What this opens is 👇 ➥ 450+ markets Most perpDEXes can only list 50-150 perps because each market needs LPs willing to make two-sided quotes. Variational doesn't have that constraint, so it can list any asset that trades on a major CEX. ➥ Institutional flow Variational also runs a Pro desk for OTC block trades, where multiple market makers compete to fill large orders that an orderbook can't absorb without slippage. This is a customer base (like funds, prop desks, professional traders moving size) that Hyperliquid and Lighter don't target. They built this product because they ran the exact workflow at Genesis trading before going onchain. Here's where it stands today: ‣ $16B in 30-day volume ‣ $800M+ in OI ‣ ~$105M in settlement pool TVL ‣ May is averaging $543M/day, slightly above April's pace, which shows the pre-TGE volume floor is forming rather than continuing to decay Note Variational doesn't charge a protocol fee. Revenue flows through the OLP's bid-ask spread on every trade. ➢ At an estimated 1 bps spread on $15B monthly volume (1 bps = $1 of spread per $10K traded), that's roughly $18M in annualized gross revenue ➢ If protocol treasury takes 20% of that ($3.6M/year) and tokenomics route 30% of treasury revenue into $VAR buybacks (~$1.1M/year at current volume) It still looks small because it is. Here the trade isn't current revenue, it's the post-TGE scaling. If volume runs $20B/month at 1.5 bps (a realistic assumption if Pro desk institutional flow converts), gross revenue goes to $36M/year. 1. Treasury revenue will be ~$7.2M 2. Annual buybacks will be ~$2.2M 3. Buyback yield at $300M FDV would be ~0.7%. At $800M FDV: ~0.3% For context Lighter does $40B monthly at $33M annualized fees on a ~$2.7B TGE FDV. That's roughly 80x P/F. Variational at $800M FDV with $18M annualized spread revenue is ~44x P/F. Which makes it cheaper on entry, with more revenue vectors above. Rn Variational does $16B in monthly volume on $11.8M raised. Lighter does $40B on $89M. That's 3x more productive on a fraction of the funding. Still pre-TGE. The airdrop will be the entry point. The architecture and the revenue scaling are why the seat may keep compounding after the airdrop is paid. h/t to @DefiLlama @EntropyAdvisors for the data

Chung Daily Note - 2026/5/14 Happy Thursday! 🔥 @hibachi_xyz kicks off The Playoffs with 1M weekly points distribution, while FX on @arc and $HEAT are coming soon Some highlights from today's note 🔸Trump says China’s Xi offered to help on Iran 🔸Coinbase becomes the official USDC treasury deployer on Hyperliquid Read More Below 👇 --- 📰 News • Trump says China’s Xi offered to help on Iran • Coinbase becomes the official USDC treasury deployer on Hyperliquid • Ledger pauses US IPO plans due to unfavorable market conditions • Consensys delays potential IPO until fall --- 📖 Good Reads • @RaoulGMI - The AI Supercycle is Now Reorganising Macro Policy. Here is What Happens Next • @wgrieskamp - Verifying Move in the Age of AI --- 🎉 New Protocols • @NebulaAI • @subquadratic --- 💰 Crypto Fundraising • @LADT_co (RWA) - $TBD Strategic investment from @animocabrands • @JudgmentLabs (AI) - 32m led by @lightspeedvp • @StitchHQ (Payments) - 25m Series A led by @a16zcrypto --- 💵 Airdrops • $POLY airdrop claim page may already be under construction? --- 💡Videos & Podcasts • @virtualbacon - CLARITY Act Vote Tomorrow. Bitcoin and Crypto's Big Test • @Jesseeckel - Bitcoin Is BREAKING The Old Cycle (Here’s What Comes Next) All news links are on my Telegram 🫡

The latest developments in DeFi👇 Ethereum Foundation released an upgrade making on-chain transactions human-readable Hyperliquid made USDC its primary collateral asset after reaching a revenue-sharing deal with Circle MegaETH started doing token buybacks with its revenue from USDm usage Aave’s proposal to allow borrowing against native BTC on Aave V4 is live Extended enabled trading perps with wBTC and ETH as collateral. iExec introduced Confidential Vaults - active DeFi strategy vaults with built-in privacy. The product offers a selective disclosure feature for auditors Starknet launched strkBTC, a privacy-focused Bitcoin asset EtherFi released the EURC Liquid vault, enabling users to earn yield on euros Osero, a new stablecoin savings app, raised $13.5M in a funding round led by Sky Protocol and Plasma. Osero is incubated by Stableswatch Papertrade, a new perps DEX built on Hyperliquid with 1000x leverage, 0 slippage, and no funding costs, was introduced Kamino and Jupiter launched USDe looping strategies with 25%+ APY Coinbase and Circle announced that they bought and staked HYPE Solana’s Alpenglow, its biggest scalability upgrade ever, went live in a testing phase Circle raised $222 million for building Arc, its own blockchain. Injective launched on-chain pre-IPO stocks for OpenAI, SpaceX, and Anthropic Solstice scheduled its token launch for May 21. I hope you found this recap helpful!

if you want crypto neobanks to manage your business finance, payroll, etc. here are some projects worth looking into: @zengo @altitude @0xinfini @slashapp @wirexapp @kastxyz @reapglobal @hurupayapp what did i miss?

Welcome to the 130th edition of Sharding Weekly! 2026/5/4 - 2026/5/10 Some Highlights: 🔸Donald Trump says the Iran war has a good chance of ending, with a deal possible before his China trip 🔸US and Iran may resume talks as early as next week in Islamabad 🔸Putin says the Ukraine conflict may be nearing an end 🔸White House official Patrick Witt says Bitcoin Strategic Reserve announcement could come within weeks 🔸Sen. Tim Scott says Congress is making real progress on crypto market structure legislation 🔸SEC Chair Paul Atkins urges Congress to pass the Clarity Act 🔸U.S. Senate Banking Committee to vote on crypto market structure bill on May 14 🔸U.S. trade court rules against Trump’s 10% global tariff 🔸a16z raises a $2.2B crypto fund targeting AI and TradFi integration --- 📰News $BTC •Strategy pauses weekly Bitcoin buys ahead of Q1 earnings •Michael Saylor suggests selling part of Bitcoin holdings to fund dividends •Sequans sells 1,025 BTC to repay debt and fund buybacks as revenue falls 24.8% •CME Group to launch Bitcoin volatility futures on June 1 $ETH •BlackRock to launch tokenized money market funds on Ethereum $SOL •Western Union launches USDPT stablecoin on Solana •Google Cloud and Solana Foundation launch pay-as-you-go system for AI agents Others •DTCC to start limited tokenized securities trading in July •Japan to tokenize government bonds on blockchain •@coinbase to lay off 14% of employees •Coinbase bought $88M worth of Bitcoin in Q1 2026, bringing holdings to 16,492 BTC •Coinbase says AI agents can now pay for AWS services with USDC via x402 •SEC proposes allowing companies to report earnings twice a year •Ondo, J.P. Morgan, Mastercard, and Ripple complete first cross-border tokenized Treasury redemption •BNY partners with Finstreet and ADI Foundation to offer regulated digital asset custody in Abu Dhabi’s ADGM •BlackRock, JPMorgan, and Morgan Stanley open dozens of new crypto-related roles •Solv Protocol to migrate $700M in tokenized Bitcoin infrastructure from LayerZero to Chainlink CCIP after KelpDAO exploit concerns •@DriftProtocol launches recovery plan for exploit victims and prepares exchange relaunch in Q2 2026 •@worldlibertyfi sues TRON founder Justin Sun for defamation --- 📖Good Reads •@TrustlessState - Building the ZEC Thesis in 2026 •@AvgJoesCrypto - Onchain gachas spend is on track to set a new ATH in May •@Donald_mvp - Summary of TCG projects on web3 •@RuneCrypto_ - SATO: bitcoin reimagined on ethereum. the full thesis •@eltoniselton - Non USD stablecoins market cap •@sytaylor - AI at the Checkout > AI is the Checkout •@tradinghoex - The Crime Pump Playbook •@raytar - OnlyFans + Claude Code = $43K in 30 days. No camera, no team. Just a 4-file system •@Baheet_ - Three broken parts of prediction markets and what Melee is actually fixing •@Cprinze__ - The biggest financial shift since the internet is already underway --- 💰Crypto Fundraising DeFi •@saturn_credit - 2m Seed led by @TheSpartanGroup AI •@ElasticsAI - 2m Pre-Seed led by @frst_vc RWA •@onrefinance - 5m Series A led by @rockaway_x and Forward Industries •@opentrade_io - 17m Strategic led by Notion Capital and @mercuryfund Exchange •@ExponentFinance - 5m Seed led by @multicoin •@stockcoinai - $TBD Seed led by @ambergroup_io That’s all🥂 --- If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc Thank you for all your support! Have a great day! Full content 👇 x.com/ShardingCapita…

The Daily Degen - Monday, May 11th, 2026 Supercycles, Arcs, Charts, Data, Macro, Videos, + New Projects! + $BTC, $CRCL, $COIN, $AERO , and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @MeshClans (brypto gigabrainage) - @QuotableCrypto (legendary quote-curation) - @samoa_joes (wholesome brainiac crypto takes) And shout-out to new projects highlighted: @shipstake And please RT/etc to support! Link in next tweet 👇

Yields are growing together with magic internet tokens again. Time to Farm Smart, Not Hard #94 🧵

➥ Project Spotlight - Week 19/2026 Here are 9 handpicked projects you'll want to explore. ➢ @PolyFundr ➢ @slabcash ➢ @ekidenfi ➢ @jtx_trade ➢ @ElasticsAI ➢ @charmsai ➢ @polarisfinance_ ➢ @dphnAI ➢ @reverse_tcg Powered by @getmoni_io and @_dexuai Below you will find brief summaries for each. Let's dive in! … — 📌 | PolyFundr PolyFundr is the world’s first prop firm for @Polymarket. Traders pass a challenge to get funded up to $200k to trade politics, crypto, sports, and more. - — 📌 | Polaris Polaris Finance is a self-scaling stablecoin protocol and yield layer for DeFi. It offers pUSD, a yield-bearing stablecoin backed by pETH (an ETH derivative minted via bonding curve). Users earn, borrow, and spend freely with no counterparty risk. Testnet just launched. - — 📌 | Ekiden Ekiden is a high-performance perp DEX on @Aptos built for power traders. Fast, efficient, API-first, with testnet live. - — 📌 | JTX JTX is a pro-grade self-custodial trading platform on @Solana built by the @jito_sol team. - — 📌 | Elastivs Elastics builds AI agents for prediction markets. Raised $2M pre-seed to create an AI-native trading OS (trade with words). - — 📌 | Charms Charms is building the Character Economy on Base. Chat with, back, or create AI characters and earn from trading fees. - — 📌 | Slab Slab is a phygital trading card platform powered by Collector Crypt. Users buy and open onchain gacha/Vintage Packs to pull authenticated physical collectibles (Pokémon, sports cards, Charizard, etc.) that are tokenized on Base and redeemable for the real graded cards in secure vaults. - — 📌 | Dolphin Dolphin is an AI lab creating uncensored open-source models and a decentralized inference network (over 4M monthly downloads). - — 📌 | RE:VERSE RE:VERSE is a Japan-based ecosystem for digital + physical trading cards. Blends on-chain gacha with redeemable real-world cards.

The Daily Degen - Saturday, May 9th, 2026 Bottoms, Bounces, Predictions, Stables, Macro, Videos, + New Projects! + $ETH, $PUMP, $TAO, $VVV, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @0xTakeProfits (brainiac crypto gigachad) And shout-out to new projects highlighted: @mnstr And please RT/etc to support! Link in next tweet 👇

90% of people think HIP-4 is about prediction markets. It’s not.” Here’s a quick breakdown to help you quickly understand what it’s really about. HIP-4 on Hyperliquid is a new type of market where traders bet on real-world outcomes (like prices, events, or conditions), but everything is fully backed by collateral and settles once at expiry. Instead of traditional crypto trading (like perps), these markets: -Have a fixed end date -Don’t use leverage or liquidations -Pay out based on a final result The big idea is flexibility: developers can create many kinds of markets, not just “long or short” trades. The system has 3 main players: 1. Deployers → create the markets 2. Builders → apps/wallets that bring users in 3. HyperCore → the engine that executes and settles everything Most people think HIP-4 is just about prediction markets, but the article says it’s way different . It’s actually a way to turn many types of financial risk into tradable products on one system. HIP-4 won’t make money mainly from fees. It’s about pulling more apps, users, and capital into one ecosystem, making Hyperliquid a core financial infrastructure layer rather than just a trading platform.

Top 10 Must Read AI Content for this Weekend PT.77 Must Read - The "AI Job Apocalypse" Is a Complete Fantasy: x.com/DavidGeorge83/… - How to make frens and invest in them: x.com/altantutar/sta… - Why the NFT market will go from $2B to $60 billion: x.com/vangoyaa/statu… - The Pod-of-One - The New Org Building Block: x.com/gokulr/status/… - Service as a Software: x.com/_heyrico/statu… Other cool stuff - Build your own AI Labs: x.com/PrimeIntellect… - What's Next for Tokenization: x.com/PanteraCapital… - Best Traders on Polymarket: x.com/kiyotaka_ai/st… - SubQ major breakthrough in LLM intelligence: x.com/alex_whedon/st… - Autobrowse: The Mythos moment for Browser Agents is here: x.com/kylejeong/stat…