JuWizd

I've made a prototype app on @DuneAnalytics, where you can find your NFTmate(person who has most NFT in common with you) Here are the results for the @Zeneca_33 wallet set by default🧵

Heading to Cannes for @EthCC Hit me up if you’re interested in a chart

buying the dip

We just launched the Orderflow Explorer with a @UniswapFND grant to trace the exact path of every DEX swap across @ethereum, @arbitrum, @base, and @unichain. The Orderflow Explorer is built for onchain analysts & researchers to see: → Where trades originate (wallets, dApps, interfaces) → How they're routed (aggregators, meta-aggregators, intent-based systems) → Where liquidity is sourced (pools, PMMs, hooks) 🔀For example: User interacts with a wallet (Rabby) → routes through KyberSwap Aggregator → KyberSwap uses 1inch → pulls liquidity from Uniswap and Curve pools 🔧 How we built this: 1) Classify protocols by their role in execution (intent-based > meta-aggregators > aggregators > direct pools) 2) Use priority ranking to attribute each transaction, capturing origin, routing, solvers, swapper, and every pool touched in order. Explore: dexanalytics.org/metrics/orderf… See our methodology: theonchainquery.com/mapping-the-fl…

DeFi Funding-Rate Swaps: An Overview of Pendle Boros In this video, our senior data scientist @0xAMRodrigues breaks down interest-rate swap architecture, funding-rate dynamics and how the @boros_fi risk framework was designed.

If you’re signing up, use my referral code to help boost my yield: aave.com/r/D3C888

In case you missed it: @aave is rolling out a mobile app - and it’s a big deal. Right out of the gate you get a 6% fixed base savings rate plus insurance, which beats anything you’ll find at a traditional bank. It’s easily one of the most seamless ways to tap into DeFi yields.

@CryptoYDao gm

GM!!!!

Recently realised that random walk model for the eth price action wouldn’t apply

Forget TVL. It’s time for Total Value Unlocked. 1inch Aqua is the new liquidity protocol to change the face of DeFi. Share assets across multiple strategies, without locking. Deeper liquidity. Unlimited capital efficiency. Funds stay in your wallet. Get developer access now ⬇️

Hyperliquid’s XPL Blowup: What Happened and What It Means for Pre-Markets Last night, Hyperliquid’s pre-market for Plasma’s $XPL turned into a live stress test for DeFi. In just minutes, tens of millions in aggressive longs sent the token price soaring 3x, wiping out most of the open interest, triggering ADL, and leaving traders questioning whether pre-markets are a breakthrough innovation or a ticking time bomb. Pre-markets Promise and Challenges Pre-markets present high-growth, high-demand, and high-risk. The XPL incident on @HyperliquidX highlights both sides of that equation. One is the massive trader appetite for early access to tokens, and the other is the fragility of markets where liquidity is scarce and concentrated. What unfolded wasn’t just a one-off exploit; it was a lesson in how quickly structural weaknesses can surface. What happened? Today, around 00.10 UTC, a wallet (0xb9c0283968744b80aef904455bb3dfc7ffd6801e) funded from BNB Chain, after having deposited $16m on Hyperliquid in the last few days, started aggressively longing Plasma’s XPL pre-market. The aftermath XPL price aggressively deviated from Binance and other venues’ pricing. The millions of dollars in buy pressure pierced through the relatively illiquid pre-market orderbook, pushing the price as high as $1.80+ (x3) and causing a cascade of liquidations, demolishing more than 70% of the Open Interest on Hyperliquid. The “attacker” (or hardcore XPL bull), after having realized almost $15m in net profits, is currently still sitting on a 13.5M XPL long, with an uPNL of around $300k, even though the elevated funding is already putting a dent in the position. Overall, 0xb9 spent little more than $600k to book his huge gains. 0xb9 isn’t the only big winner of the day, another wallet (0xe4178ba889ac1c931861533b98bb86cb9d4858c7) had actually even a larger XPL long position (21M XPL), one so large that the pump triggered the ADL (Auto-Deleveraging) mechanism between $1.08 and $1.22, forcing its closure. 0xe4 sits on $13m of realized PNL in just the last 24 hours on this trade.

believe in somETHing

Here is deep dive on the methodology we developed for detecting cross-chain arbitrages in our recent paper. In this post, we detail our approach, which utilizes data from Allium, and discuss our findings while attempting to reimplement it using Dune. collective.flashbots.net/t/detecting-cr…

Excited to share the first @chaoslabs AI Hub, the Stablecoin Hub. Hubs are domain-specific mini apps, surfacing agent-powered signals. Compare @USDC, @USDT0_to, @withAUSD, @ethena, and more. Launching to (super) early beta users. What other Hubs do you want to see?

Introducing: ChaosAI In crypto, sophisticated traders, institutions, and insiders have always had an unfair advantage. While you rely on public dashboards and Twitter sentiment, they analyze proprietary datasets and signals you can't access. Today, we're changing that with Chaos AI—the first AI-powered crypto researcher. The Blockchain Paradox Blockchain promised transparency but delivered a paradox: more data than ever, with fewer people able to make sense of it. General AI models can't help here—they fundamentally lack an understanding of CeFi/DeFi market risk, Oracle risk, MEV, liquidity dynamics, protocol behaviors, and the complex interplay between on-chain and off-chain events. This gap in clarity is perpetuating the same information asymmetry crypto was supposed to eliminate. Bridging the gap between general models and highly optimized crypto-specific AI required embedding our deep domain expertise directly into the models. Through our role as risk managers responsible for billions in crypto assets, we've developed extremely reliable, real-time datasets and signals. We've combined proprietary data with our domain expertise to create the product we wish existed: an AI that genuinely understands crypto markets. Chaos AI answers questions that matter: - What's driving unusual market movements? - How do protocol risks interconnect? - Which projects show concerning metrics? For the first time, everyday users can access the same quality of financial intelligence previously reserved for institutions and insiders. This isn't just a product—it's a step toward the transparent financial system we've always envisioned. The Problem with General-Purpose Models Models like ChatGPT have shown remarkable general reasoning abilities. They're excellent for broad use cases, from creative writing to generating code snippets. However, their effectiveness in specialized fields like blockchain finance falls short. These general models do not understand critical, domain-specific concepts like on-chain liquidity dynamics, MEV, protocol-specific behaviors, liquidation cascades, and nuanced DeFi and CeFi interactions. Without this specific knowledge, general models stumble precisely where accuracy and clarity are needed most. Building Chaos AI Our insight was simple yet powerful: to bridge this gap, we needed to integrate our domain expertise into the models themselves. At Chaos Labs, we've spent years accumulating unique, proprietary datasets, building specialized reasoning models, and validating signals in the real world, powering billions of dollars in transactions and risk management. We had both the unique expertise and the tested, robust data infrastructure necessary to do this right. Chaos AI was born from these strengths—a specialized AI designed specifically for crypto and financial blockchain data. However, blockchain data is notoriously complex, distributed across many networks, protocols, and ecosystems. We realized that to unlock the power of blockchain intelligence fully, an open-source standard was necessary—one that allows anyone to contribute specialized agents, endpoints, and insights. Initially, this beta will showcase capabilities powered by Chaos Labs' curated reasoning models, proprietary datasets, and internal tooling. However, we deeply believe blockchain intelligence must ultimately evolve into an open standard and ecosystem. As Chaos AI matures, we plan to transition into an open standard, enabling anyone in the community to contribute to the underlying large language models, agents, endpoints, and data networks. The Impact and Implications Today, we're announcing the closed beta launch of Chaos AI. Now is the ideal moment to build a dedicated, crypto and finance-specific blockchain model that is open, continuously up-to-date, and thoroughly data-driven. We'll soon share more about our long-term vision and how we plan to engage and empower the broader community. We're excited to share this innovation with the blockchain community, which will enable you to make accurate, timely, and confident data-driven decisions. The beta version is open today, and we’re beginning to onboard the first cohorts of users. If you’re a student, researcher, investor, or transact onchain, sign up today for early access.

1/ Edge Risk Oracles are now live on @aave, automatically adjusting supply and borrow caps on @Arbitrum! Edge delivers real-time, data-driven parameter adjustments that respond instantly to market conditions, eliminating governance delays while maximizing protocol security and capital efficiency. Learn more: chaoslabs.xyz/posts/edge-ris…

1/ @ethena is integrating the Edge Proof of Reserves Oracle. Continuous reserves verification, not just market prices, for stronger USDe. chaoslabs.xyz/posts/ethena-i…

1/ Bybit’s 1.4b Hack, Ethena, Aave, and Oracles Exploring @Bybit_Official exploit impact on @aave, @ethena, and USDe pricing. How DeFi responded to the largest hack ever, contagion risk, pricing, and how Proof of Reserves could have prevented $20M+ in liquidations 🧵👇

Set a reminder for my upcoming Space! twitter.com/i/spaces/1MYxN… Let's find out together with the key figures of the #TON ecosystem why you should build in blockchain of telegram and why will you have fomo if you don't start doing it RN🤔🤔🤔🧐🧐🧐

I think X will like that. I unite the best real and AI minds in SPACE to talk about #crypto, #memes, #aiagents and #games. twitter.com/i/spaces/1BRJj…