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Etched a Rune for the sake of trying it.
DOMO•ARIGATO•GOZAIMASU 🙏
Feel free to mint it for the culture 👀
You never know, it might become a meme hit at some point! 😋
unisat.io/runes/market?t…
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PN
2.1K posts
@Airdrops_one @LayerZero_Core Well, @LayerZero_Core statement also confirmed their infra got compromised on top of those other failures, right?
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Yesterday: how is a normal user supposed to price this risk if the biggest lending protocol in crypto can’t?
Today: @LayerZero_Core’s statement confirms the part users should care about:
the warning existed.
▫️Kelp ran the 1-of-1 DVN anyway.
▫️@Aave listed rsETH as collateral anyway.
▫️Retail deposited anyway.
▫️That is the dependency stack.
▫️The risk can be documented and still invisible to the person holding the bag.
Nothing personal, just incentives.
LayerZero@LayerZero_Core
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@lordjorx @roycoprotocol What's the novelty here though?
Protocols like Idle.finance did that already years ago or am I missing something ?
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The tranching era has begun.
We can now split risk on any tokenized asset. ERC20s, vaults, LPs, or even NFTs 😅
I've been looking at what @roycoprotocol is building and the deeper I go, the more it makes sense.
Tranching lets you separate the risk profile of an asset into 2 layers.
You can choose:
> Senior tranches for stable, lower yields with coverage
> Junior tranches for higher yields but first-loss exposure
This changes how we think about collateral. And better collateral means better composability.
Royco@roycoprotocol
Any tokenizable asset, two tranches. The mechanism is simple: take any asset and split it into senior and junior tranches. - Senior gets first-loss coverage. - Junior absorbs first-loss risk in exchange for higher variable yield. Users choose their risk profile and deposit into the corresponding tranche. Right now there are six products live on the protocol, plus one vault. The infrastructure is operational and working but that's just the foundation. Permissionless access is coming soon 🔜
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Spring 2026 anime lineup just dropped—and yeah… we’re already simping 😳🌸
▼ ARE YOU READY? 🙇♂️
animetv-jp.net/news/animetv-s…
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@xd_protocol Can you give some clarity on what is going on?
If not, I might just want to claim my funds back.
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Still panicking and selling as soon as you see red?
Prices fluctuate, but funding fees are cold, hard cash.
Eventually, those fees stack up to crush any temporary loss and lock in massive returns.
The xDFi Genesis Phase is still live.
xdfi.net/deposit
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Just minted Abyss Machine by @Pixeldreams_art
transient.xyz/mint/abyss-mac…
👀
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@xStocksFi You might want to fix your point dashboard front end, nothing works: beit the daily boost or gm, it's broken.
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@PharosWatch Stablecoin intel is incredible.
WatcherBot won't work though for some reason.
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30 days of Pharos.
What started as a side project has grown into a lighthouse for the stablecoin industry. One month in, and the mission is clearer than ever: give every builder, researcher, and analyst the tools to see what the market is not showing them.
To everyone who has used Pharos, shared it, pushed back on it, and helped shape it these past 30 days: thank you.
There is no Pharos without you.
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@javpixel_art Ah this one is mine, did not find the answer yet tho 💊
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SOLD!!!!
‘She Who Blooms at Midnight’ now owned by amazing @CozomoMedici
It's a truly meaningful opportunity for me to be a part of your collection. Thanks also to curator @vissyarts
Cozomo de’ Medici@CozomoMedici
5/ 'I paint the parts of myself that only exist at night.' by @loverosieart
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That post is overstating things:
For example, if I remember correctly Taiwan chips manufacturers are re-using (recycling) helium up to 90%++.
So, slowing down/prioritizing production and not "stopping" seems the real path.
Other statements follow the same path I think, quite overstating things.
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I think we can forget about computer and tech upgrades for a while
Shanaka Anslem Perera ⚡@shanaka86
BREAKING. Every Nvidia GPU is made by TSMC. Every Apple processor is made by TSMC. Every AMD chip that matters is made by TSMC. TSMC manufactures 90 percent of the world’s most advanced logic chips on an island that imports 97 percent of its energy and has 11 days of natural gas in reserve. The war in the Persian Gulf just put the future of artificial intelligence on an 11-day clock that nobody in Silicon Valley is counting. Taiwan has no oil fields. No gas reserves. No domestic energy of any consequence. One-third of its LNG comes from the Middle East, with Qatar as the dominant supplier. Qatar’s Ras Laffan complex, which processed roughly one-third of the world’s helium before Iranian strikes shut it down, is offline for repairs that QatarEnergy’s CEO says will take three to five years. Taiwan’s mandatory LNG reserve is 11 days. South Korea holds 52. Japan holds three weeks. Taiwan holds the least backup of any major semiconductor economy on Earth and manufactures more advanced chips than all of them combined. Helium is the molecule the market is not pricing. It cools the extreme ultraviolet lithography systems that print transistors at 3 nanometres. It purges etching chambers of contamination. It tests wafer seals. There is no substitute. Without helium, the EUV machines that print every advanced chip on the planet stop. Not slow down. Stop. SK Hynix sourced 64.7 percent of its helium from Qatar. Taiwan relies on Qatar for the majority of its supply. Since the strikes, helium spot prices have surged 40 to 100 percent. Fitch Ratings flagged South Korea and Taiwan as the most exposed semiconductor economies. Bloomberg reported that if shortages intensify, TSMC will be forced to prioritise production of higher-margin AI chips over less profitable components. TSMC will choose Nvidia over your iPhone. That is not a prediction. It is a triage protocol dictated by the physics of a gas that just stopped arriving. TSMC says operations are normal and it is monitoring the situation. Its shares have fallen 7 percent since the war began. Taiwan’s Ministry of Economic Affairs says supplies are secured through April and half of May, with negotiations ongoing for June. The ministry described the situation as a controllable risk. It also announced plans to raise the mandatory minimum LNG reserve from 11 days to 14 days starting next year. You do not raise a minimum reserve during a crisis unless the current minimum terrifies you. The deeper layer is strategic. The war has diverted two US carrier strike groups and an amphibious ready group to the Persian Gulf. The Pacific naval presence that deters Chinese pressure on Taiwan is thinner than at any point since the regional crisis began in 2023. Beijing does not need to invade. It needs to signal. A military exercise near Taiwan during a helium shortage and an LNG cliff would achieve through perception what a blockade achieves through force. The actuarial warfare that closed Hormuz commercially through insurance withdrawal could close the Taiwan Strait using the same mechanism. Seven reinsurance letters shut Hormuz in five days. The Taiwan Strait is 110 miles wide. If the risk model changes, the letters follow. The strait is 21 miles wide. The chip is 3 nanometres small. The helium that connects them just stopped flowing. And the island that makes every AI chip on Earth has around 11 days of gas and a government that just admitted it needs more. Full analysis: open.substack.com/pub/shanakaans…
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If your are using @Morpho vaults, you might want to check @VaultHopper app that allows one to easily hop from one vault to another.
It comes with a neat preview with expected profits resulting from the vault hop operation.
Now, that's very useful 👀
hopper.to
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The "revenue switch" might be the biggest trap in DeFi.
@Morpho and @ethena are in a tough spot. Both have built incredible infrastructure and achieved massive growth, but their tokens serve almost no purpose. With Uniswap making revenue sharing popular again, the pressure is on, but it looks like a losing game.
Since @Uniswap added fees to capture value for the token, they’ve started routing fewer transactions. Adding a fee makes the route more expensive. This hurts volume, destroys LP yields, and liquidity providers leave.
Ethena faces the same problem. If you take a slice of the yield to pay token holders, a more efficient competitor will step in. You lose TVL, and your operating margin collapses.
Morpho is even more complex. They have huge institutional ties, but also a new player in the game. If a curator takes 20% of the generated yield and the protocol takes another 20% for the token, you are losing 40% of the total revenue.
If you take a 40% cut, you lose your competitive edge. To keep yields attractive, you’d have to accept riskier collateral, and big capital has zero appetite for that. Liquidity will simply leave for protocols with better rates.
This is why teams are hesitating to launch tokens. We see giants that grew fast but have tokens destined for failure. People are investing based on unwritten promises.
If those promises were actually put on paper, these tokens would crash because the model makes no sense for the protocol’s survival.
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Liquid Banking is the native onramp and offramp for @hyperliquidx
Deposit and withdraw directly to and from Hyperliquid in the currency that fits where you are.
Your money moves as freely as you do.
On-ramp:
🇺🇸 $USD — US Dollar
🇪🇺 $EUR — Euro
Off-ramp:
🇬🇧 $GBP — British Pound
🇦🇪 $AED — UAE Dirham
🇹🇷 $TRY — Turkish Lira
🇮🇳 $INR — Indian Rupee
🇺🇸 $USD — US Dollar
🇪🇺 $EUR — Euro
Upcoming:
🇧🇷 $BRL — Brazilian Real
🇨🇦 $CAD — Canadian Dollar
🇵🇭 $PHP — Philippine Peso
🇸🇬 $SGD — Singapore Dollar
🇲🇾 $MYR — Malaysian Ringgit
🇮🇩 $IDR — Indonesian Rupiah
🇻🇳 $VND — Vietnamese Dong
🇦🇷 $ARS — Argentine Peso
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@loverosieart Damnit, that's hard, hope you fall asleep soon enough 🧡
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I'm super late on this but I got 24 @xeetdotai creator cards to give out.
Reply and I'll be happy to share
🫡
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💡 Ultracrépidarianisme : nom masculin qui décrit un comportement où une personne parle avec assurance et arrogance sur des sujets dont elle ne possède qu'une connaissance superficielle, voire nulle. Ce comportement est souvent perçu comme une forme d'ignorance ou de présomption intellectuelle.
franceinfo@franceinfo
🔴 🗣️Donald Trump : "Sur le plan militaire, il a préparé cette intervention de manière absolument remarquable", selon Luc Ferry, ancien ministre de l'Éducation nationale #LePourEtLeContre #canal16
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Minting my Etherean by @gami_vc
Fully onchain NFT on Ethereum
B2TG8R
console.gami.vc
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