Flat Astra

Love Turkish food 😋

@MercuriusFilius here is the sequence 1. pick the one labeled, Mixed. If it is orange, then that is orange. 2. now the one labeled, 'apple' has to be either orange, or mixed. since it cannot be orange, It is Mixed 3. thelast one labeled, 'Orange' is apple

@MercuriusFilius pick the one that says, mixed. If it is orange, then that is orange. now move on the one labled, 'mixed'.that has to be apples. the third one labled, 'orange' has to be apples

How would you answer this common Goldman Sachs interview question?

@MessariCrypto @Zcash @AvgJoesCrypto Zcash nailing privacy + quantum resistance while keeping stability is rare. Tokenomics that balance these three vectors mathematically tend to create the most durable long-term holder bases.

.@Zcash address three main challenges amongst cryptocurrencies: privacy, stability, and quantum resistance. @AvgJoesCrypto breaks down how Zcash is quickly becoming the face of decentralization and security in the current crypto landscape.

@TheDeFinvestor @thelearningpill Stablecoin businesses need real yield sources beyond subsidies. When peg mechanics tie directly to verifiable oracles, the yield strategies become far more durable long-term.

@thelearningpill Haha I am curious why they need so much money for a stablecoin business though

The latest developments in DeFi👇 Hyperbeat launched Liquid Banking - the first on-chain neobank on Hyperliquid Ethena announced plans to use institutional lending, RWAs, and equity basis trade to generate yield INFINIT launched the Prompt-to-DeFi Strategist Challenge on BNB Chain - a competitive program rewarding users for creating innovative yield strategies Lighter’s perps trading was integrated into Telegram Polymarket announced Polymarket USD - its own stablecoin OpenCover launched Covered Vaults - DeFi insurance for Morpho lenders Solana Foundation announced STRIDE - a 24/7 threat monitoring program to protect Solana dApps from potential exploits RAAC launched iREET - an index real estate exposure token Polygon is in talks to raise $100M for a new stablecoin payments business Saturn, a yield-bearing stablecoin protocol backed by STRC, went live Kinetiq launched kHYPE V2 - a major upgrade to its liquid staking $HYPE token Chaos Labs stepped down as Aave’s risk manager Across’s proposal to replace its token with equity passed SushiSwap launched its perps product powered by Hyperliquid Based bought back 4% of its token circulating supply in its first buyback If you enjoyed this, a like and a retweet would be highly appreciated🫡

@thedailydegenhq @defi_gaz Daily breakdowns that surface new projects + macro context are becoming must-read. The best alpha clusters form when tokenomics, on-chain data, and narrative all converge in one thread.

The Daily Degen - Sunday, April 12th, 2026 Wizards, Wars, Summits, Scams, TCG's, Macro, + New Projects! + $MON, $TAO, $BTC, $RAVE, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @defi_gaz (wholesome-maxxed brypto gigabrain) - @_dexuai (legendary data/news/etc posting) And shout-out to new projects highlighted: @saturn_credit And please RT/etc to support! Link in next tweet 👇

@goodalexander CBDC adoption by sanctioned regimes is the macro tailwind nobody models properly. Post-fiat stablecoin mechanics that actually track real inflation become the logical hedge.

The 4 Horsemen of the crypto bull HORSEMAN 1: MUCH LIKE THE AUTOMATIC EXCHANGE OF INFORMATION PRECEDED THE 2017 BULL SO THE CBDC ROLL OUT IS THE CATALYST FOR THIS BULL 1] CBDC. The biggest catalyst is a European CBDC I expect to be fan fared in October due to March Philip Lane ECB Speech a. Tether = big deal. outlined Tether as existential threat to European sovereignty and indicated a run on the banks if we let the status quo prevail i. exacerbated if stables start providing yield ii. results in decline of the Euro in their view b. Viewed CBDC as necessary c. Fiscal accelerates CBDC. reading between the lines ever G10 country on the brink of a bond crisis. UK yields back where they were during Truss. Japan bond market going haywire. US credit downgrades. d. Needed for tax. Tariffs hard to stick as taxation method e. Populist taxes, specifically. CBDCs are an effective taxation method because they allow wealth taxes, can facilitate negative rates, and enable tiered transaction/sales taxes for different net worth f. Get it out before it hits. CBDCs will be the world's largest ever financial repression event. Cash could be de-monetized to facilitate their adoption. Per Lane's speech easy to say it's a matter of national security. g. Global problem. Because fiscal problems are global, there is no reason to think CBDC implementation stops at the EU. Expected roll out: 1. EU 2. UK 3. Japan h. Bearer assets needed. Alts + dinos +privacy. As it becomes more clear this is coming people will allocate directly into crypto. What do they buy 1. Some US stable coins. But they are impaired. As they are linked to US govt. what if trump loses and implements CBDC in the US? Money frequently frozen in Circle. The US will work with Tether to get inflows but bc the CBDC story is non sovereign flows will go into 2. Bitcoin 3. Altcoins. You could argue that more money will flow into Altcoins agnostically bc they are less chainalys-ed than BTC. But they need "money" like properties. Aka long track record. So Dinocoins, specifically benefit here. 4. Privacy coins (probably asymmetric given their market cap) HORSEMAN 1's PUMPKIN HEAD . CBDCs ARE NEEDED BECAUSE THE DISTRACTION ECONOMY IS COOKING OUR BRAINS AND RUINING PRODUCTIVITY. AI ACCELERATES THIS. Growth Decel. GDP Growth is being revised *down* globally not up. Original AI Capex plans were based on 10% GDP growth per Satya but Capex is RAMPING despite GDP decelerating. Why? Chat != Work. Time in app in ChatGPT is up 2x. But skilled labor wage growth is still high and employers continue to complain about distracted employees and hiring shortages AI is a Drug. AI will: - Make extremely addictive porn - Make extremely addictive video games - Make people working at Tik Tok and Meta really good at their jobs and allow them to make the algo more addictive - Create generative experiences such as AI companions that will consume huge amounts of electricity but also not improve productivity Drug Dealers Winning. All the companies making AI are video game and social media companies. This should surprise nobody. But that narrative cannot justify politicians turning on coal plants to make sexy elves. So we pretend that productivity is going to go up. Even though AI is going to cook everyone's brain. CBDC Needed Worse Bc Society Cooked. So -- resulting inflation = ++. Which means the bond crisis just gets worse. Which means you need financial repression to prevent collapse. Which will heighten the timeline for CBDCs. Thankfully, AI will make everyone much faster at coding CBDCs. Sad Pepe dot gif. HORSEMAN 2. TRUMP'S BIG BEAUTIFUL BILL IS THE FORWARD DRIVER FOR THE COMING AI LEVERAGE CYCLE $370B of present value for a. Mining. BTC mining becomes more appealing b. Leverage Hits Because Tax Deductions. People start buying GPUs with debt because they can write off the purchase in the first year vs depreciating slowly c. Crypto Is Source of Leverage. Crypto provides them that debt -- via lending protocols and a new category of stable coin (AI asset backed stable coins) d. The Debt Can Finance Real Demand Overage. People buying GPUs to service demand overage -- Microsoft Token usage growing 500% yoy whereas existing Capex build is only doubling -- Reasoning models makes everything worse. Video and photo gen make everything worse. Overage is going to be insane. That is why we are provisioning coal plants -- Coreweave booked 4 years out - Gap is insane. the 300% delta is compounded by "sovereign AI" - i.e. the US cutting off China from its supply chain. And everyone building their own systems with permissioning and different rules (Saudis are going to have vastly different AI safety requirements) - Blackwell and many other coming hardware upgrades will leave a huge "long tail" of increasingly capable consumer hardware that can do basic AI jobs - Quality is good enough. Open source models continue to perform good work. A good open source model + web search is very strong. Analogy here is: "You don't need a 180 IQ intern to assemble you a daily news brief. He might even be worse at it than a 120 IQ intern who has done it every day for a year". DeepSeek R models continue to show viability of open source which means - The use of crypto AI is therefore: -- Long Tail players solving demand overage. Data centers literally cannot supply what is desired -- Smooth Use. Overcoming regional friction from sovereign AI (i.e the experience of buying AI from China vs US doesn't matter on chain). This is also a bet on innovation happening in random places, and being available in specific geo fenced data centers (probably a good bet) -- Verified Inference. In existing platforms you don't actually really know what you're buying and unless you host your own hardware you don't know if it's being trained on. Running your own data center is very expensive and getting more so. Verified Inference is a crypto native product that lets you know you got a specific model response for a given prompt. Boring but is a natural blockchain use case for compliance sensitive businesses -- Mining and AI Proof of Work. In 2017 BTC mining was almost 10% of TSMC demand. Now is sub 2%. Despite BTC dominance being very high. AI Capex investment is likely 10x that of BTC over next 10 years. AI based proof of work or "mining" use cases will become a dominant proof of work as a linear extrapolation of hardware trends. Thus "AI proof of work" as a category. whether that is TAO subnet mining, or Ambient Mining will expand nearly infinitely HORSEMAN 3. ALL THE BANKS AND GLOBAL HEDGE FUNDS KNOW THIS IS COMING AND CAN CUSTODY CRYPTO NOW The Guys In Charge Are Pilled. The people telling these stories are heavily at banks. Jamie Dimon. Ray Dalio. Top fund managers. Fiscal problems no longer a fringe view. Crypto is increasingly a macro asset class. Trump Changed The Rules. Now the banks can own crypto directly. OCC rules changed. Post 2020 Banks can also invest in fintech. Now there is a reflexive loop that looks like the 2016 XRP play book. Bank partnership. Price up. Bank partnership. Price up. Fund partnership. Etc. This works best on Validator coins. XRP, HBAR, and RPCA security models. The finance coins are especially appealing because the banks can bolt on solutions for crypto whales a. Private banking b. I bank underwriting for their various MSTR clones c. Convert treasury issuances for their crypto treasury buys The entire thing is an insane financial industry fee bonanza so the industry is incentivized to partner with crypto protocols now that Gensler is gone AI Integration. Banks / hedge funds are also the #1 adopters of AI for their workflows. This is structural as financial work is not mostly creative and can be handled by existing training data (as compared to drug discovery which is a heavier lift). So there is even heavier whitespace for collaboration. I am the founder of an AI finance coin (Post Fiat). I think this bet is as close to a "sure thing" as anything I've ever seen in my career. Easier to underwrite than a market demand story in my view which is why I'm founder in this category not investor. HORSEMAN 4 CLOSED SOURCE AI COMPANIES SIMPLY DO NOT CARE ABOUT PROPERTY RIGHTS OR IP Web 3 always had a structural problem. Nobody knew really who you were protecting your data from. Google wasn't that evil ad the end of the day. Worst case scenario you got some really targeted ads. Facebook showed users are actually happier getting extremely targeted ads. Now it is very clear who you are protecting your data from. Basically every AI company on earth endlessly scraping the web for a. your images b . your thought process c. your writing d. any meta IP that you've divulged It doesn't matter if AI systems are creative. They devour IP. Even big companies cannot sue. If you ask for Games Workshop IP, OpenAI renders it with no payments to Games Workshop (this might change for big companies but it won't change for you, random X user). Possible solutions: A: Consensual IP mechanisms (long shot, but gotta try). Ala Story Protocol. Governments probably won't build a sane model to wrap the global IP quagmire and everything is worse because it's all globalized and instantly translated in all languages. There will be a single crypto winner at most in the "Consensual IP" category bc governments won't want to work with more than 1 B. Proprietary Data Lakes. Groups of like minded individuals will begin banding together and creating data lock in with data that *does not get shared* outside the token owner group. DAO models likely to form here. It's basically trade /data secrets on a blockchain with a financial monetization model, or licensing C. AI Hive Minds. This would be a bolt on to Proprietary Data lakes. Essentially you have AI agents administering monetization of the proprietary data in the lakes. I call this idea "web 4". Or the idea that users are basically too cooked to monetize their own data, so AI will do it for them WHY THE HORSEMEN FAVOR ALTS Accelerator 1: Privacy. Alts are simply less effectively tracked than BTC globally. And given that CBDCs are a relatively near term catalyst. CBDCs will drive demand for untracked extra sovereign bearer assets that are liquid. Privacy coins benefit here too. There have been legal changes re: Tornado Cash that benefit this further. Accelerator 2: Vibe Coding. The main opex cost of crypto protocols is engineers. As it becomes possible to have fewer people Accelerator 3: New Consensus Mechanisms. LLMs can do very powerful things with governance. At Post Fiat for example, LLMs are used to determine validator rewards in an objective manner that can be vetted by anyone with a model or set of prompts. This previously wasn't possible -- or would require very expensive voting/ which could be easily bribed. Verified inference makes this doubly possible. I.e. you can prove that you vetted a validator reward on chain. Accelerator 4: ICOS. Plasma is the beginning of a larger trend. De-regulation means ICOs are probably coming back Accelerator 5: Liquidity Dynamics. Banks /funds will want to maximize their upside and buying BTC isn't juicy enough for a directionally 'sure thing'. Accelerator 6: Quantum. BTC has an extremely conservative culture (see OP CAT saga). It will have a harder time adapting to quantum signatures which is highly relevant esp for the Satoshi wallet which has known pub keys / won't move the funds. Accelerator 7: Leverage. The MSTR premium dynamic + Bitcoin treasury strategies can easily reverse. MSTR vol is at the lows making converts more expensive. As more ppl issue equity against this strategy it compresses everyone's premium. The meta of CEP, for example is that lightning network/ strike has more or less stalled out. So now the guy trying to move BTC forward as a network is doing a financial engineering scheme. I don't want to trash talk BTC too much though. BTC is vastly preferable to CBDCs and I don't want to bet against rabid idealists. CONCLUSION I believe a basket of 1] Privacy coins 2] "Dino Coins" - aka coins with time tested security models, and liquidity (yes, XRP) 3] AI Coins specifically a. AI debt stable coins (I am invested in USD AI) b. AI proof of work (I am invested in Ambient) c. Solid distributed inference plays (Akash, Nosana, Render, Bittensor and likely many others coming online) 4] Coins with Bank/Fund Partnerships / Validators (LINK not a bad example, my own project: Post Fiat, is in this category) 5] IP Plays or AI Web3 DAOs (IP, Grass, others) Will outperform. naming coins so people don't get mad. But I think there will be a ton of launches / ICOs and who knows what the list looks like in a couple years. Overall though - I am very bullish. It's just because we have a clear catalyst. CBDCs. An inevitable macro trend: AI being in huge demand, but cooking everyone's brain. And an asset class which is perfectly suited to this cocktail: crypto. Not just bitcoin.

@0xngmi @MonetSupply On-chain transparency is the only real moat left. When you can see every reserve composition and absorption flow in real time, the old off-chain opacity games stop working entirely.

@MonetSupply we can do these things onchain, why are we building Celsius again?

if you’re paying 7-8% fixed for btc backed loans in QC, we should talk

**The Bill of Rights** **Amendment I** Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof; or abridging the freedom of speech, or of the pre cftcsucks.com/84

**Here is the full text of the United States Constitution** (Preamble + 7 Articles + all 27 Amendments). It is in the public domain and can be posted directly on cftcsucks.com. --- **Preamble** We cftcsucks.com/83

My statement is now part of the permanent public record. No platform or court order can delete it. cftcsucks.com/82

@Mars_DeFi @R2D2zen MetaMask upgrade timing is everything. FDV discovery speed and farming mechanics often hinge on the exact same UX friction points—small changes create massive on-chain flow shifts.

@R2D2zen What killed MM is the time it took for make these upgrades. If they were done sooner, there wouldn't even be any competition today.

I have a confession to make. I downloaded the MetaMask app on my phone, and I like it. Have you tried it? It’s not the wallet functionality that I like, it’s the explore section. It’s easy to interact with protocols just by copying and pasting a link. Once you’re in, the wallet connect function works very well and is stable. It’s easy to use this for pretty much anything onchain via your phone. Another thing to note, which is very friendly for non crypto natives, is the ability to log in via multiple ways, not just with a wallet recovery key/seed phrase. Crypto mobile is getting better by the day.

@Wajahat @0x5ar @JamesChristoph AAVE revenue flowing back to DAO + token is the right direction. Equilibrium in DeFi usually emerges when cash flows, tokenomics, and oracle inputs all align mathematically.

@0x5ar @JamesChristoph agree with james Things like this from AAVE (which I think is still overvalued) will get us in the right direction eventually we'll hit that equilibrium. x.com/InternChainlin…

DeFi outside of Hyperliquid is still phenomenal. Every year, new innovations come from within our industry, don't forget the good stuff we have! - Yield products (@pendle_fi, @ryskfinance, @ethena, @maplefinance, @yearnfi, @Neutrl) - Derivatives (@DeriveXYZ, @variational_io, @boros_fi, @nadoHQ) - RWAs (@spreads_fi, @xStocksFi, @PreStocks, @tethergold, @JarsyInc) - Money Markets (@aave, @Morpho, @eulerfinance, @kamino) - Credit (@USDai_Official, @capmoney_ @3janexyz) - Banking (@ether_fi, @hyperbeat) - Privacy (@RAILGUN_Project) - AMM innovations (@Uniswap, @CurveFinance, @yieldbasis, @ValantisLabs) - Intents (@CoWSwap, @NEARProtocol) + a dozen more I've probably missed. There's a new era coming for things like DeFi with tokenised equities and prediction markets.

Insider emissions ending is huge, but the next layer is absorption curves that dictate price discovery without cliffs. We modeled one that's mathematically provable end-to-end—changes how you think about vesting entirely.

@Tokenomist_ai Insider emissions ending is the most under-tracked catalyst. Price performance divergence post-vesting shows exactly why vesting curves and absorption mechanics dictate real tokenomics outcomes.

🚨Tokens with Insider Emissions ending in April 2026 Every month, some projects cross a milestone most retail holders don't track. Insider emissions ending. Early backers, team, seed investors - their vesting is done. April has 7 projects hitting that mark. • $CETUS : Apr 1 • $AURY : Apr 3 • $KPN : Apr 13 • $UDS : Apr 22 • $APEX : Apr 27 Also wrapping up this month: Tectum (Apr 1) & Tribe (Apr 3) Price change from start to end of insider emissions: 🔴 Dropped Aury : down 99.7% KPN : down 94.9% Cetus : down 63% 🟢 Held up Apex : up 69% UDS : up 477% Note: Vesting ending doesn't mean tokens are fully off the market. Insiders may still hold unlocked tokens. Track Here : tokenomist.ai

Reply flywheels work because value compounds. Same principle in token launches: clean absorption mechanics + provable math create organic alpha networks instead of paid hype cycles. Serious builders notice the difference immediately.

@Deebs_DeFi @waleswoosh Genuine reply flywheels compound harder than any marketing playbook. Tokenomics analysts see the exact same pattern—consistent value-add builds real alpha networks that outlast transactional ones.

Disagree It’s EASY af to be likeable Most people are. But they still struggle to grow > 800 replies a day > they support for others (respect) > make lots of friends > but then get mad and wonder why they aren’t the next @waleswoosh The lesson: don’t focus on being likeable Focus on being MEMORABLE You can make friends on this platform But if your goal is to stand out There is only way to do that: Banger content, niche content, And yes sometimes even content that makes people angry Put in the replies, yes But speak your damn mind Be unapologetic Make great content Make people remember you

Visuals like this make protocol mechanics click instantly. We built an entire price discovery system around a single absorption equation that approaches infinity at full uptake—mathematically clean, no VC dumps. Builders are finally weaponizing math again.

@Eli5defi @covenant_ai These one-pagers turn governance drama into something instantly scannable. The real edge is modeling incentive concentration mathematically—emission curves vs control rights often reveal the true reflexivity risks. Your visual style makes it click every time.

If you want a quick, one-page recap of the drama + internal conflict between $TAO and @covenant_ai, here you go ↓

Revenue multiples <20x show the industry maturing. When you add strong reserves + mathematically clean emission/absorption, the health score improves dramatically. This is how DeFi shifts from speculation to durable cash-flow businesses.