NDW.mega 🏰🐍

KALSHI INTEGRATES PREDICTION MARKETS INTO INTERACTIVE BROKERS, ONE OF THE LARGEST BROKERS IN THE WORLD

@bread_ The biggest loser here is probably coinbase/circle. Overpaying where they are already a winner and probably needing to give up rev.

Lots of pros to this move. → Unify denominator on HL → They undoubtedly are getting some/most of the underlying yield (without committing to buybacks for it) → Maintain all USDC integrations and brand strength You can only command something like this with a massively successful business. W Hyperliquid eco, minus a few teams who pivoted to USDH markets to stay "aligned" - this probably hurts them the most.

We’re pleased to welcome Emanuel Martinez as a speaker at ETHMilan 2026. @ema_web3 is Europe Regional Manager at KAST, with a background spanning Bitcoin advocacy, fintech growth strategies, and consulting across both retail and institutional Web3 ecosystems. Active in crypto since 2013, he has previously worked across Binance, L2 ecosystems, and Web2.5 fintech initiatives. Looking forward to hearing Emanuel Martinez on stage at ETHMilan this May 21-22.

The market knew. Did you? Introducing Event Triggers using @HyperliquidX and @Kalshi! A reimagined way to narrative trade. More info below + a prize. 😉 👇

@0x_ultra 1B raise and kalshi still rocking yupoongs? GG

joining kalshi last september was probably the biggest pivot of my career so far for six years my entire world was crypto, DeFi and anons, and i honestly thought that’s where i would be long term. i never really pictured myself working anywhere remotely "traditional" very glad i ended up taking this path because what i found at kalshi was way less corporate than i expected and way more ambitious and fast moving than i could have imagined i found one of the highest talent density teams i have ever been around people here care A LOT. everyones pushes HARD. people regularly choose the harder path if they think it leads to a better outcome long term there’s very little "good enough" and the craziest part is that all of this has been built by a team of <150 people i’ve learned an insane amount in less than a year here already and tarek + luana are the kind of founders you hope to work with if you care about building hard things the right way a lot of people will see the milestone today, but not the years of work behind it from the whole team the regulatory fights, the launches, the iteration, the amount of conviction it took to keep pushing prediction markets forward before most people understood how big they would become and one of the coolest parts recently has been watching the next phase start to happen in real time more institutions entering the space, more liquidity, more serious participants paying attention, more people realizing prediction markets are going to matter really grateful to everyone who helped get kalshi here. traders, builders, market makers, partners, everyone we’re still very early also, we’re hiring :3

@francescoweb3 Preach, the boys at castle generate higher quality reports, research, and articles than 95% maybe even 99% of the industry

One of the most annoying conversations I have with our prospective clients is around engagement. A few of them often point out that our engagement (avg. 10-20k per piece) is "low" given the cost of our research. Too often, people focus on vanity metrics like impressions. However, WHO actually reading this stuff is much more important. Furthermore, most of the ones outperforming are either massive accounts, part of engagement groups, have paid KOLs supporting them, or are just insanely botted. Once you feed into these engagement tricks, you end up a slave to them. You can never share an article without external support, or you'll get no views. By doing so, you are not growing a readership. I can literally go and do the same tomorrow. Buy 50k impressions across all our posts and include a strong pitch to keep the client happy. Anyone focusing on plain impressions is basically throwing money in the wind, without doing due diligence on the audience. At @castle_labs, we chose a long time ago to grow slowly and organically. While it's annoying at times to see others grow more or do better (because ofc im biased and I think our research is the best), we will get there, it will just take a bit more. Nonetheless, in just a couple of years, we have grown from 0 to over 15k followers and 7k newsletter subscribers. About 10% of these newsletter subscribers are institutional investors. These include: VC and Investment Funds such as @sequoia and @dragonfly_xyz TradFi Institutions such as @BlackRock and @jpmorgan all top exchanges and market makers like @coinbase @binance @eToro Liquid and Hedge Funds like @GSR_io @ambergroup_io @keyrock @wintermute_t All the top DeFi protocols TradFi media like @Bloomberg @WSJ @CNBC and more. This year, we are focusing on making our distribution global organically, partnering with worldwide media to get distributed in their local languages and local communities. Te gusta el castillo? On parle français aussi. 城堡爱你 초액체 All this stuff does not show up in X engagement metrics. Metrics only tell half a story. Don't get fooled. Quality over quantity. DM us for top-tier research.

@castle_labs Higher

@hotpot_dao @bread_ Bls i need a box

our merch box at the Mega Arcade event in Korea is so sick cant wait to get a new backpack and new shirt also, should we do a little live streaming from the event? me and @bread_ together?

@hotpot_dao Bro atleast cut it in cubes and put it in a container 😭

touched down Korea ( yes i packed half a watermelon for the long flight from sf)

First @userocket_app sighting! x.com/i/broadcasts/1…

@bubblemaps If mega has 20% holders, I will be one If mega has 10% holders, I will be one. If mega has 1 holder, I will be one.

Update on the 8,000+ $MEGA recipients: • 30% are still holding • 60% sold everything • 10% partially sold Token is at $1.5B FDV

A few short-term personal thoughts. I don’t speak for the EF, so want to share a subjective view (which can be bent - I have no ego in this, so please fire away) ⤵️ 1. I was silent because there is nothing of hard substance to communicate. Firstly, communicating about abstaining does no good and only makes the efforts of protocols working on a resolution - harder. It might also throw implicit shade (which there is none). So why do that. Secondly, communicating “we are speaking to the parties involved and hope a resolution is found soon” is wordsalad. I don’t appreciate such empty statements by third parties. When affected protocols do it, it makes sense, because they need to do it for legal and optics reasons. But EF doesn’t make decisions for protocols, doesn’t control any of those keys or permissions, none of that - so it can’t speak for others. While we did talk and gave our opinions, such situations are ultimately up to the teams’ legal counsel, ethics, abilities, vision, funding. Those that pull through are the heroes here - and not us who “oh ye we talked to teams”. I find such comms to be rude instead if released. 2. On the inaction so far, many founders have already expressed why they think that: creating a dangerous precedent. But that reasoning reads rude at first. You immediately get hit with “but it is one of the main OG protocols, it is contagion, etc.” Arguing on the severity is moot, but I also never pulled out my personal lending balance from Aave (I have on Morpho, Spark, Gearbox, Liquity, and more too) so that says something? It’s tough but it’s a resilience test. If you plug this hole even a bit, it’s not just about the future, it’s also about past teams being rightfully very mad for not getting such support before. And then what about permissionless protocols, curated instances? Gets even messier. What EF did do is - reduce the debt of @LidoFinance / @mellowprotocol vaults and relieve their pain from high borrow rates (by swapping the position: x.com/ethereumfndn/s…). EF gets liquidity, treasury is safu at 1:1, Lido/Mellow cover their debt and save a lot. Is this an ecosystem-wide help? Personally I treat it as a neutral move, it’s maybe tiny positive in fact, but not worthy of self-glazing. I personally find it amazing that the community came together and has now almost fully closed the hole. Well done to the parties involved, and on the great branding around it (cc @aave). The least we could have done, if not being active, is to stfu and let them cook. We don’t need to give opinions and say “oh, why this way, and not another way to deal with it”. Time constraints, stress, multiple parties involved, etc. - this is why it’s up to the teams to man up, these are their businesses and decisions. We must trust them to be grown-up, mature, and ready to survive situations like this. It’s okay to disagree here, I disagree with myself here (I hate both sides in this case). 3. We obviously want to talk about security, standards, efforts to avoid such cases, etc. - but now is bad timing. Putting salt on the wound is not a good idea, so we will address this in due time (so will the teams, without EF hand-holding anyone). 4. Also on tone deaf, sure the EF still appears like that sometimes, for example, the timing of the last periodic sale was crap, no way around it. All the troll memes are deserved, but they don’t change all the other good initiatives EF is working on. Not everything can be perfectly timed when there are many parallel things involved. On that specific sale I already posted here x.com/ivangbi_/statu… and here x.com/ivangbi_/statu…. —— I hope to appear logical and open-agile in anything I touch with regard to EF + DeFi, even if I am often not responsible for that and have no direct say in it. I hope this reply and others show the logic more clearly and allow for a discussion if needed. I don’t do this for the money honestly, and thus I am also not a fan of self-glazing empty statements.

With the launch of @brix_money today KPI 1 has been completed: 10/10 live @megamafia apps The countdown to TGE has begun

it’s all coming together nicely unique apps. unique assets. on the fastest chain

@0xmons It's like, really fun

It's time. Stomp is now out of pre-alpha. Updated visuals, major gas optimizations, and (soon) more mons. Check it out over at stomp dot gg