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I've spent 5 months writing about Web3 every single day.
Here's what actually stuck: the wild history, the fun facts, the things that made me go "wait, WHAT?"
A thread. 🧵
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Ribhav Modi
417 posts
Ribhav Modi
@RibsModi
I make Web3 readable. Daily. ⚡ Writer | On-chain data storyteller | Community builder 60-day series + Web3ForHumans → https://t.co/odSwuRYYd6
Katılım Kasım 2025
162 Takip Edilen23 Takipçiler
x.com/joao_wedson/st… Complacency phases are the most dangerous window for late retail entry. Price looks healthy, but the chain tells a different story -- LTH inactivity + Alpha Price divergence is distribution in slow motion.
Joao Wedson@joao_wedson
Could ZCash (ZEC) be entering a complacency phase during a false rally right now? ZEC has gained fresh momentum, but it lacks on-chain structure and sentiment support. We talked about ZEC before it reached $100, and now the sentiment is no longer the same. 1. Long-term investors are no longer moving their coins, as they already did so earlier. 2. The number of social media posts has dropped significantly, meaning it is no longer attracting much retail attention. 3. Alpha Price, a powerful metric for estimating potential price tops, currently shows a huge gap, around $1,500. This suggests it is unlikely for ZEC to reach that level, especially when looking at historical behavior. Even though ZEC is rising in the short term, extra caution is needed now due to market sensitivity. This could also be a signal for sellers who have not yet sold the remaining coins they still hold. @Alphractal
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@TRanjanofficial 60% on Polymarket is the point where protocol teams start building for it, not around it. Builders don't wait for 100% -- they price in the signal. Watch for DeFi roadmaps quietly adjusting over the next 30-60 days.
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⚡ CLARITY Act passage odds surge past 60% on Polymarket
For the first time in a month, the probability of the CLARITY Act passing in 2026 has crossed 60%, hitting a high of 69% on May 2.
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@mirza_sarmin Chain abstraction solves what bridges never could -- it removes the chain-awareness requirement entirely. Most users don't want to know what chain they're on, they just want the outcome. That's the real adoption unlock.
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@joao_wedson The on-chain structure gap is the key tell. When LTH movement drops during a rally, that's not HODLing -- that's already-distributed supply staying quiet. Retail reads price. The chain reads what's actually happening underneath.
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Could ZCash (ZEC) be entering a complacency phase during a false rally right now?
ZEC has gained fresh momentum, but it lacks on-chain structure and sentiment support.
We talked about ZEC before it reached $100, and now the sentiment is no longer the same.
1. Long-term investors are no longer moving their coins, as they already did so earlier.
2. The number of social media posts has dropped significantly, meaning it is no longer attracting much retail attention.
3. Alpha Price, a powerful metric for estimating potential price tops, currently shows a huge gap, around $1,500. This suggests it is unlikely for ZEC to reach that level, especially when looking at historical behavior.
Even though ZEC is rising in the short term, extra caution is needed now due to market sensitivity. This could also be a signal for sellers who have not yet sold the remaining coins they still hold.
@Alphractal
Joao Wedson@joao_wedson
ZEC was one we bought at a very cheap price. Others were saying things like… “It’s dead, a useless copy of BTC, I’d rather have ASTER or XRP, etc.” We learned one thing: buy when no one wants it and sell when everyone is chasing it. Here’s an on-chain analysis for ZCash (ZEC). ⬇️
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The best Web3 content I've read has one thing in common.
It starts with the problem, not the technology.
The best explainers don't open with "here's how it works." They open with "here's why you'd care."
Nobody cares how a GPS works. They care that they won't get lost.
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The credit layer yield story is the one most people are sleeping on. Staking APY built last cycle's DeFi narrative. If onchain credit consistently outperforms, it rewrites the yield hierarchy -- and with it, where liquidity flows.
Tindorr 🌯@0xTindorr
STRC DeFi stack is growing as yield lives on the highest end in the market Onchain digital credit yield is currently unstoppable. Here's the STRC DeFi roundup if you've missed it (which you shouldn't): 1. @apyx_fi Reserves are up 32% WoW, from $196M to $259M. 2. Apyx added another $25M in STRC into the reserves, which makes 50% of the reserves in STRC (~$130M), marking it the largest STRC holder. 3. @Strategy Voting for Semi-Monthly STRC Dividends Proposal started on April 28, open until June 8. 4. If passed, it will smoothen STRC near $100 par value, lessen ex-dividend drops (less “cyclicality”), and increase liquidity from more frequent entry/exit opportunities. 5. @saturn_credit also acquired another $15M in STRC, marking $53M in STRC backing sUSDat. 6. Saturn's sUSDat TVL is up 11.15%, from $52.8M to $58.9M. 7. DeFi "risk tranching" integrations are growing too. All STRC-backed stablecoins can now be tranched into "Senior tranche" and "Junior tranche" 8. @roycoprotocol Royco Dawn tranches Apyx's apyUSD into a Senior token (8.85% APY) and Junior token (29.61% APY). 9. @strata_markets Strata divides Saturn's sUSDat into srUSDat (7.8% APY) and jrUSDat (25% APY) All this within last week. Crazy time to see the STRC niche skyrocket and shine above everything in DeFi. Things are going to get crazier in May and June.
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@joao_wedson @QuintenFrancois Part of it is buyer profile shift -- retail drove 2017, institutions drove 2020-21, now ETF flows and sovereign accumulation are the story. When the dominant buyer changes that fundamentally, historical cycle timing gets harder to trust on its own.
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The number of people who don’t believe the Bitcoin cycle will repeat is increasing.
Just look at the comments on this post by @QuintenFrancois.
I wonder why people no longer believe it, and what they think will happen instead.
Quinten | 048.eth@QuintenFrancois
Cycle theory says Bitcoin bottom in Q4 What do we think?
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@0xTindorr @apyx_fi Reserve growth like that is one of the cleaner signals in DeFi -- real capital choosing yield over liquidity elsewhere. The 32% WoW pace is the interesting part. If it holds, credit layer yields start competing with staking APY narratives that dominated last cycle.
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STRC DeFi stack is growing as yield lives on the highest end in the market
Onchain digital credit yield is currently unstoppable.
Here's the STRC DeFi roundup if you've missed it (which you shouldn't):
1. @apyx_fi Reserves are up 32% WoW, from $196M to $259M.
2. Apyx added another $25M in STRC into the reserves, which makes 50% of the reserves in STRC (~$130M), marking it the largest STRC holder.
3. @Strategy Voting for Semi-Monthly STRC Dividends Proposal started on April 28, open until June 8.
4. If passed, it will smoothen STRC near $100 par value, lessen ex-dividend drops (less “cyclicality”), and increase liquidity from more frequent entry/exit opportunities.
5. @saturn_credit also acquired another $15M in STRC, marking $53M in STRC backing sUSDat.
6. Saturn's sUSDat TVL is up 11.15%, from $52.8M to $58.9M.
7. DeFi "risk tranching" integrations are growing too. All STRC-backed stablecoins can now be tranched into "Senior tranche" and "Junior tranche"
8. @roycoprotocol Royco Dawn tranches Apyx's apyUSD into a Senior token (8.85% APY) and Junior token (29.61% APY).
9. @strata_markets Strata divides Saturn's sUSDat into srUSDat (7.8% APY) and jrUSDat (25% APY)
All this within last week. Crazy time to see the STRC niche skyrocket and shine above everything in DeFi. Things are going to get crazier in May and June.
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THis is what i see in my head
1. Lawyer client's ferrai got stolen in @arbitrum city
2. Then our BMW got stoken in Arb citY
3. Arb recovered the BMW, but..
4. ferrai lawers say their car got stolen 1st and Arb city didnt recover, so they shold get BMW
this is the picture in my mind, but i need to read gabys share... its so much law blah blah though. and filtered down to "general audience"
_gabrielShapir0@lex_node
if you want some more info on the Arbitrum legal action, here's the actual court order (yes, there is a real court order, not just 'a letter from a lawyer') and a Claude summary TLDR, the plaintiffs' lawyers did indeed effectuate a facially *legally binding* freeze on the confiscated KelpDAO assets, with the court's approval--yes, they have the right to do that pursuant to specific laws, it's not a 'theory' or 'just some evil lawyers making something up' so, if I understand correctly, unless some jurisdictional argument wins (hard to imagine as there are doubtless many U.S. DAO participants), Arbitrum DAO is not allowed to do anything with the KelpDAO funds for now, until a divestiture hearing--even if they ultimately win the right to keep the money, they are supposed to actually litigate that not just decide on their own what to do with it these garnishment civpro wranglings are not my expertise so take with a grain of salt, but sounds plausible to me claude.ai/share/c454c9f7… …ge-just-flyingfish-108.mypinata.cloud/ipfs/bafybeie6…
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FTX users logged in one morning and their funds were frozen. Gone.
People who held their own keys? Completely fine.
That's what "not your keys, not your coins" actually means.
Self-custody = you hold the key. You own the coins.
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The biggest lie in Web3: "Don't worry about the price, focus on the tech."
Price IS signal. It reflects demand, adoption, and trust.
You can care about both. In fact, you should.
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@0xTindorr @EuclidProtocol The fragmentation problem explains why on-chain data is often misleading. A token can look liquid on one chain and illiquid on another -- price discovery happens between those two realities. Unified liquidity layers are the infrastructure bet most builders are underpricing.
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Liquidity fragmentation. The one DeFi problem nobody has cleanly solved yet.
Same asset, different chain, completely separate markets.
@EuclidProtocol is building a unified liquidity layer. One shared pool, accessible from 50+ chains. Assets stay native on their home chain but trade against the full depth. No fragmentation.
They also built vouchers as a new transaction primitive. Gasless, instant settlement, no signing prompts. Cross-chain UX has always been the bottleneck. This is their answer to it.
Mission 15 is live on Euclid's private mainnet. 20 voucher transactions ($5 min) to get 20,000 Astra + the Velocity Specialist Stamp.
To access the private mainnet you need an Euclid Passport (NFT). Minting is permanently closed, only available on secondary now (OpenSea / MagicEden).
Astra compounds across missions. Every stamp is permanent, can't earn it later.
Euclid Protocol@EuclidProtocol
Mission 15: Voucher Velocity is LIVE 🛸 A different kind of flow moves through the system, one powered by vouchers. This layer rewards explorers who stay consistent and intentional with every action. → Each transaction adds to a rhythm. → Each movement reinforces control over execution. Those who adapt to this mode will refine how liquidity moves.
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@spreekaway The BGT flywheel is what makes bera different from most L1 launches. Liquidity is sticky when validators have to keep earning and delegating. Whether the market respects that mechanic is a separate question from whether the mechanic itself works.
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@0xTindorr @EuclidProtocol Fragmentation is the silent killer in DeFi UX. Users don't think in chains -- they think in assets. A unified liquidity layer that abstracts chain selection is the right direction. The test: does it hold depth when multiple chains draw from the same pool simultaneously?
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@Ceazor7 @megaeth @DefiIgnas @0xFinish @sjdedic @binance @okx @wyckoffweb @toly @FloB_Safe @harpaljadeja The 6.8% circulating mispricing + CEX listing combo is a classic setup. On-chain shows top wallets usually know weeks early -- staking lockups are the giveaway. Curious how holder concentration looks right now.
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Everyone's Talking Bout - @megaeth
Committing, aka staking
Mispricing 6.8% circulating
CEX Listing OKX, Binance
Solana Shilling
Deleted Tweets
@DefiIgnas @0xFinish @sjdedic @binance @okx @wyckoffweb @toly @Ceazor7 @FloB_Safe @harpaljadeja
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@stoczek_eth The "eventually" is doing a lot of work. L2 scaling happened faster than most expected -- but cross-chain atomic settlement is a harder coordination problem. What's your read on the unlock: ZK proofs, IBC-style messaging, or something else?
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we are still far behind when it comes to DeFi execution infrastructure to onboard RWAs at scale they promise.
but we will eventually get there.
mimic@mimicfi
tokenized stocks are finally leaving the demo phase. the hard part now is not minting the wrapper. it’s running issuance, settlement, limits, rebalances, and exits across chains and venues without turning the ops layer into a mess. a lot of “RWA infra” is still just distribution with a nice deck. the real moat is programmable execution.
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Each cycle, the buyer profile shifts. 2018-2021: retail discovered crypto. 2022-2025: institutions started accumulating. 2026-2029: sovereign funds and corporate treasuries are the new buyer class. The % return shrinks. The dollar magnitude and adoption depth grows.
Joao Wedson@joao_wedson
Bitcoin went up 2,000% from 2018 to 2021. Bitcoin went up 700% from 2022 to 2025. What if Bitcoin goes up 500% from 2026 to 2029? I had a dream Bitcoin did exactly that. But first, it made a lot of people rage quit the market.
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@CloutedMind The Stripe association is the signal -- it means the infrastructure is mature enough for serious fintech to trust it. The gap was never the tech; it was UX abstraction. DeFi neobanks that hide the rails and show the outcome are how mainstream users actually arrive.
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actually this Link wallet made by stripe and backed onto tempo is a perfect example of why ethereum ecosystem needs to double down on defi neobanks immediately
defi neobanks should be built on ethereum, and the world should know
otherwise we get another wave of "hey look its actual crypto pmf with these new neobanks" but under the hood its actually just a centralized unregulated bank
if its not on ethereum and not self custodied with integrations on permissionless defi unstoppable defi its not a defi neobank
Clouted@CloutedMind
btw banks are going to die at the hand of "defi neobanks" which plug into defi infrastructure and while ethereum exosystem dominates in defi infrastructure it needs to ensure we also capture and dominate the neobank layer which is the distribution and front end of our industry ethereum eco needs way more vigorous investment and backing on that whole layer imo
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@Ceazor7 ETH L2 TVL growth has been steady and compounding, not narrative-driven. Solana DeFi tends to surge with hype cycles then retrace. The crossing is less about Solana losing and more about L2s quietly building real liquidity depth -- it just doesn't make for good CT content.
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Interesting. I think it's mostly because we don't look at Solana defi, unless it's Manlets shitposting SOL > ETH
Spencer Bogart@CremeDeLaCrypto
Surprised to see so little chatter about Ethereum L2 DeFi TVL recently surpassing Solana I invest in both ecosystems so this def isn't a tribal warfare post. But it does feel like a narrative violation that's gone mostly unnoticed When Solana DeFi TVL overtook Ethereum L2s about 18 months ago, it was widely discussed. The consensus view amongst founders and investors was that it was directional: monolithic scaling was winning, the modular/L2 roadmap was losing, and the gap would only widen But L2s quietly flipped back earlier this month. Combined L2 DeFi TVL (~$6.5B) now exceeds Solana (~$5.6B) after trailing for roughly 18 months The biggest driver of that reversal is Base, which alone accounts for ~$4.3B (surprisingly close to Solana itself). It barely existed two years ago. This is Coinbase flexing that distribution muscle If nothing else, it suggests the scaling debate is less resolved than the discourse assumed. And I suspect this won't be the last time the leader flips either
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