Mesh

30.7K posts

Mesh banner
Mesh

Mesh

@MeshClans

Research Analyst | DeFi | RWAs | Stablecoins | Protocol | @pendle_fi evangelist | @redstone_defi advocate

On-chain Katılım Ağustos 2022
1.3K Takip Edilen7.1K Takipçiler
Sabitlenmiş Tweet
Mesh
Mesh@MeshClans·
DeFi vaults have a problem: they can only invest in things that settle instantly. If it can't complete in one block, it's off the table. This isn't some minor edge case. It locks vaults out of most of what tradfi does. Why? ERC-4626 (the standard that powers vaults like Morpho and Euler) requires atomic transactions. Everything happens now, or it reverts. That works fine when you're dealing with liquid pools, but it completely fails for: 🔸 Real World Assets (compliance doesn't happen in one block) 🔸 Fixed-term positions like Pendle PTs 🔸 Cross-chain strategies (bridging isn't instant) 🔸 Anything that benefits from batching So teams from @superformxyz , Centrifuge, and Maple Finance built ERC-7540 to solve this. It's now the standard for async vault operations. Instead of instant deposit→shares, you get request→wait→claim. When you want to withdraw from a vault: 1. Submit a request 2. Vault batches it with other requests over the next hour or so 3. Unwinds the position efficiently 4. You claim your assets when it's ready For liquid stuff, this takes about an hour. For less liquid positions (like Pendle PTs that need to mature), it might take 1-3 days. You wait, but gas costs drop by over 90% through batching. And now vaults can access yields that were previously inaccessible. What does this enable? 🔸 Tokenized treasuries and private credit 🔸 Fixed yields with 60-90 day terms 🔸 Cross-chain strategies across Ethereum, Base, Arbitrum, etc. 🔸 Structured products that need time to execute properly Superform's SuperVaults v2 implements this with validator-secured infra. Bonded validators sign price updates and get slashed for bad data. Config changes have 7-day timelocks. Everything's onchain and verifiable. Current metrics: ~$95M TVL, single-signature cross-chain deposits, batched withdrawals saving hundreds per transaction. DeFi has been stuck optimizing the same liquid strategies for years because the infrastructure couldn't handle anything else. ERC-7540 changes that baseline assumption. It's not about making vaults faster. It's about making them capable of holding institutional-grade assets while keeping the permissionless, non-custodial model that matters.
Mesh tweet media
English
164
89
889
72.7K
Smerfik
Smerfik@0xSmerfik·
If you support @redstone_defi , you will probably see this post Thanks for this new algo update 🙏
English
16
0
48
809
Mesh
Mesh@MeshClans·
RWA perps flipped from CEX-led to DEX-led in under a year. Across the venues tracked by @AleaResearch , DEXs now handle roughly $24B a week, compared with about $3B on CEXs. A year ago, their share was around 20%. By June it had reached 89%, with the crossover happening in December. The main driver was structural. @HyperliquidX HIP-3 changed how quickly new perp markets could launch: - October: HIP-3 went live, allowing deployers to stake 500K HYPE and create their own markets - November: Growth Mode reduced protocol-side fees by 90% Deployers still need to manage price feeds, leverage limits and market risk. But they no longer have to wait for a central exchange committee to approve every listing. That shortened the path from identifying demand to launching the market. The more useful signal, though, is turnover. Early HIP-3 markets recorded weekly turnover above 10x, which looked more like incentive-driven churn than traders holding real exposure. That ratio is now near 2x, while Hyperliquid’s OI-to-volume ratio reached 0.97 in May, the highest among the perp DEXs tracked in the same dataset. Volume is settling while open interest grows. Traders appear to be holding positions longer instead of constantly recycling them. The asset mix supports that: - Commodities: roughly 60% of volume - Indices and ETFs: around 25% - Single-name equities: the rest Gold, oil and index markets naturally attract more hedging and macro positioning than short-term speculation. Weekend activity is also growing. Traditional markets close, but the news affecting gold and oil doesn’t. HIP-3 weekend RWA volume has reportedly increased around 9x since January as traders position before the underlying markets reopen. They’re often trading where they expect the next opening price to land. Market infrastructure is improving alongside the volume. In March, @tradexyz licensed the S&P 500 directly from S&P Dow Jones Indices, creating the first officially licensed S&P 500 perpetual onchain. That points to a new area of competition: benchmark rights, reliable data and markets traders can trust with larger positions. Pyth supports that shift by giving deployers the price infrastructure needed to launch without building the entire stack themselves. DEXs have won distribution across this tracked RWA-perp market. Now comes the harder test: whether open interest holds, spreads stay tight and traders can exit meaningful size once lower fees are no longer enough.
Mesh tweet media
English
25
5
62
1.7K
maverick
maverick@maverick23NFT·
it seems the algo on X is finally getting better finally seeing more posts from people im following and want to see more of win
English
25
0
73
2.1K
Mesh
Mesh@MeshClans·
@0xspicexr Credit feels like the natural next layer after tokenized treasuries. More risk, but also more ways to build around it.
English
1
0
1
33
SpiceXR 🍡
SpiceXR 🍡@0xspicexr·
The RWA-Fi landscape has grown to roughly $34B, yet most of the capital still stays in tokenised treasuries That made sense as a starting point, because treasuries introduced predictable, low-risk yield onchain and became the first major bridge between TradFi and DeFi But I think the next phase of RWA-Fi will be driven by institutional credit @OpenEden_X stands out here, their latest product HYBOND provides onchain exposure to the BNY Mellon Global Short-Dated HYB Fund, a strategy managing around $2.2B w/ a 10year track record w/ ~7% yield to maturity and an average duration of just 2.4yrs HYBOND is already accepted as collateral on @eulerfinance, allowing users to borrow USDC without giving up their underlying credit exposure. At the same time, OpenEden is running $EDEN incentives, lifting capped reward APRs to 5% on eligible positions This creates a more asymmetrical capital allocation profile Instead of choosing between holding yield or deploying capital elsewhere, the same position can support borrowing, liquidity, and additional strategies That's a more meaningful progression for RWA-Fi The first stage focused on bringing financial assets onchain, the next stage is making those assets capital efficient once they're there Credit naturally expands that design space Treasuries remain the benchmark for conservative onchain yield, but they don't have to be the endpoint Institutional credit introduces another layer of return, another collateral type, and another building block that lending markets and yield protocols can integrate If RWA-Fi continues expanding beyond government debt, protocols that financialize credit instead of simply tokenising it could end up capturing a meaningful part of that shift imo
SpiceXR 🍡 tweet media
OpenEden@OpenEden_X

This asset class is now brought on-chain with HYBOND: 1:1 tokenized access to the BNY Mellon Global Short-Dated High Yield Bond Fund. 🟣Key facts of BNY Mellon Global Short-Dated High Yield Bond Fund (as of 31 May 2026) → Annualized Return: 1y 6.7%; 2y 7.5%; 3y 8.8% → 10-year track record and ~$2.2B AUM → Average yield to expected maturity: ~7% → Average expected maturity: 2.4 yrs → 3yr annualized Sharpe ratio: 1.71x HYBOND offers daily subscriptions and redemptions, with no lock-up. Access HYBOND: openeden.com/hybond —5

English
4
0
4
248
N𝗲𝘀𝘀𝗮 🌻
N𝗲𝘀𝘀𝗮 🌻@ItsNessaOnX·
GM Monday thought: Everyone's racing to build faster AI. Very few are asking what happens when today's cryptography stops being enough. That's where @quipnetwork stands out. Building a decentralized quantum computing network while adding post quantum security for wallets, protocols, and digital assets isn't just another crypto narrative. It could become one of the most important pieces of infrastructure for the next decade. The biggest opportunities usually look early... until suddenly everyone wishes they had paid attention. #MondayMotivation
N𝗲𝘀𝘀𝗮 🌻 tweet media
English
274
8
274
3.3K
0xFerdi.eth
0xFerdi.eth@mr_ferdiansah·
One of the hardest parts of launching a new chain isn’t deployment It’s building enough liquidity for people to actually use it That’s why @CNPYNetwork’s approach stands out Every virtual chain launches with native DEX trading built in, allowing assets to move across the ecosystem without depending on external infrastructure Less time chasing liquidity More time building products, growing communities, and creating real onchain activity 🌿
0xFerdi.eth tweet media
English
157
50
149
4.1K
Keng
Keng@kengdaica·
I used to think spending crypto meant giving up custody somewhere along the way. That's why @MindoAI got me to try @useTria. The card feels surprisingly normal. Top up with the assets I already hold, tap with Apple Pay, and move on. No extra wallet juggling, no wondering if I left funds on another platform. Still self-custodial, which is the part I care about most. Feels closer to how crypto should work in everyday life. If you're curious, give it a look: app.tria.so/?accessCode=44…
Keng tweet media
Keng@kengdaica

I didn't realize how much mental overhead came from juggling wallets until I started using one app for most things With @MindoAI and @useTria I've mostly stopped thinking about gas, bridges, or which chain I'm on before making a move Keeping custody of my own assets while everything just works feels closer to what crypto should have been from the start If you're curious, give it a look and see if it fits your workflow app.tria.so/?accessCode=44… #Tria #Web3

English
150
0
132
12.6K
OMIMI
OMIMI@Decentralpapi·
Bet you cant find something clunky about the @CNPYNetwork testnet go try it yourself (link in the comments) grab free cnpy from the faucet browse the live deployed chains buy in and sell out really easier than it had any right to be took me under 10 minutes, nothing broke, report back if you find the crack in it
English
78
0
101
1.1K
0xSipani
0xSipani@Sina_hms·
Every great ecosystem starts with one person willing to hit “Start Building” Not because they know where the trip is going to end But because the first step seems at last simple enough to take @CNPYNetwork has this quiet benefit that I see 🌿
0xSipani tweet media
English
41
0
36
249
Adrian
Adrian@AdriansCryptoo·
the ecosystem over at @useTria is evolving fast with major realworld utilities and rewards rolling out side by side. here is exactly what you need to know about the latest campaigns and platform updates dropping right now: tbh the hype is real with the new Tria FC World Cup Competition ➠ You can log into the app right now to predict match outcomes and generate your own personal FC Card to share on X ➠ Getting your guesses right locks in bonus Tria Points for Season 3, and the community leaderboard splits a dedicated $15K prize pool all through the final tournament stages. Real-world utility takes a massive leap with the official launch of Tria Travel ➠ Tria partnered up with Bookit so you can now book flights, hotels, cruises, and concert tickets entirely using crypto from your self-custodial wallet ➠ Booking your trips unlocks up to 6% crypto cashback straight back to your card balance, and there are absolutely no reward caps limiting your travel earnings. Season 3 Mechanics and Loyalty Rewards are fully clarified ➠ Loyalty tracking has officially shifted into an ecosystem loop built around Tria Points and Mystery Boxes ➠ Every single regular action you take, including asset swapping, card spending, and active referrals, earns you points that directly unlock these upcoming mystery boxes Platform growth continues to climb despite the shifting market conditions ➠ The underlying platform transaction volume successfully crossed a massive $800M milestone as global card adoption scales up ➠ On the market TRIA token is moving through a heavy consolidation phase, fluctuating inside the $0.010 to $0.014 range while the broader market cools down The integration of global sports and travel rewards is making it the perfect time to optimize your daily activity Have you secured your Season 3 points yet? Are you climbing the active prediction leaderboards? Let's do this! Go Tria!🔥
Adrian tweet media
English
73
11
112
3.4K
PRüF
PRüF@prufboogie·
Everyone says data is the new oil, yet somehow we’re expected to give away our most personal data for free. Every purchase, click, and location update already has a buyer. Now your sleep, recovery, stress levels, and daily habits are becoming valuable assets too. Insurers, employers, and platforms increasingly benefit from those insights. The strange part isn’t that health data has value. It’s that the people creating the data rarely share in that value. If my body generates the data, why should everyone else profit from it except me? huh @sleepagotchi
PRüF tweet media
English
78
0
106
954
SebyG
SebyG@SebyCore·
Just received a minor jackpot on level 16 @TollanUniverse! 0.011113 $ETH in the bag LFG, I couldn’t even see what chest dropped on the screen due to the chaos but somehow picked it up😂 If you haven’t jumped in yet, you’re missing out. Tollan Universe is cooking something special, I can’t wait for Tollan Overworld! Hands down one of my favorite games on @AbstractChain right now.
SebyG tweet media
English
86
0
114
1.3K
Fury
Fury@FuryMetaa·
one of the most ambitious things in the @quipnetwork roadmap is the unifying VM ngl right now every quantum computing architecture speaks a different language D-Wave, IBM, Google quantum, they're all incompatible quip is building one virtual machine that works across all of them one network for every quantum architecture fr
Fury tweet media
English
70
0
93
8.1K