Sean Roemer

BTC to $75k this weekend? Weekly cycle low looms (30-wk pattern since '22). Tax selling ends today, but gov’t shutdown fears bleed SPX (-1.4%) & BTC. Chop til May rate cuts—then $150-160k by July, $200k+ EOY. Chart says dip, then LONG. #BTC #Bitcoin @APompliano @camelfinance

@Loopscale Why risk your sol for a similar yield to staking it?

Loopscale is the best place to park your SOL. SOL lenders earned 6.05% APY over the last 90 days. Deposit SOL, earn fixed yield, and use the position as collateral to borrow USDC against it.

Not a good take. DeFi infra today is materially more resilient than in prior cycles (partially also thanks to AI). Also DeFi has improved across the board over the years: - better risk engines + lending market structures - formal verification, audits, bug bounties - better cap management, oracle improvements - automated monitoring and security operations inc. circuit breakers - far better tooling for smart contract security (including AI-assisted analysis) Ironically, a lot of the remaining attack surface now comes from web2-type opsec, which is why many DeFi teams are investing heavily into better processes (inc. SOC2-based), infra hardening, and internal controls. DeFi is constantly evolving, but pretending the industry hasn’t matured significantly or that AI is only a net negative for DeFi security is simply not true. The same AI capabilities attackers use are also increasingly used by security researchers, auditors, and whitehats to strengthen protocols. DeFi Will Win.

BREAKING: Cumulative crypto card payment volumes have reached a record $7.8 billion, with monthly volumes now up +230% since May 2025. Crypto card adoption has rapidly accelerated in 2026 due to growing access to stablecoins as a payment rail through crypto cards. In other words, more people can now spend stablecoins like fiat by using crypto cards, further driving adoption. The growth comes amid the launch of Jupiter Global, which has seen a +648% surge in spending volume over the last 2 months. Visa is capturing ~90% of onchain card transactions via crypto-native infrastructure partnerships like Jupiter Global. Crypto cards are the ultimate use case for stablecoins.

@moranitrading Yes sir, keep up the great work

@RunRoemer Thanks mate!

Remember this post 👇🏻 Member just got his first payout from his funded account 🔥 All by himself 📈

@gumsays @kamino Solana needs a stretch product to be able to compete with eth stretch options like apyx and Saturn. Hopefully soon!

If you are sidelined remember that you can make money 18% APY on Multiply USDe/USDG (Stablecoin Pair) 20% APY on Multiply ONyC (RWA yield, 0 crypto correlation) 8% APY on Lending USDG (Simple Stablecoin Lending) Lots of things to do on @kamino with your capital while you wait for entries.

@AlexFinn I completely agree. Anytime I run anything through Claude I have it let codex take the lead or as least work as equal parties. They work so well in tandem.

I'm 100% Codex pilled now Been using Codex and Claude Code side by side hours a day for 2 months straight No longer using them side by side. Codex has become incredible What did it for me is the self testing. Every change it makes it self tests in it's own browser I went from about 40% of my changes being buggy on first go to at most 3% maybe? So much more reliable and allows me to get in an awesome flow state Listen, Claude can literally drop an update tomorrow that changes all of this, but for now I'm really blown away by Codex Do yourself a favor and don't have loyalty to any company. Use every tool. Use whatever is the best at the moment. Switch whenever they're no longer the best. No point in tribalism But at the moment I'm REALLY enjoying my time with Codex

🔥 NOW: Tokenized assets are projected to grow 100x by 2030, per a16z crypto.

HyperEVM is live on Euler. Modular lending for the Hyperliquid ecosystem, with composable collateral and configurable vault parameters. Hyperliquid.

Base ( @base ) just launched its new AI MCP - and it's extremely powerful. AI agents can now trade on your behalf, interact on-chain, access agent skills & way more. If you're in the crypto markets, you need to set this up. 🧵: How to set up the new Base MCP in <2 minutes.👇

Introducing Base MCP Your agent's new gateway to Base → Connect an agent to your Base Account → Enable it to swap, trade, and manage your portfolio → Use plugins from leading apps on Base The next stage of the agentic onchain economy

I've been farming DeFi yield for 3+ years. Here are the tools I use every day to make my life easier: • Yieldz io - Great for finding high APY loops across Aave, Morpho, and Fluid • Pharos watch - I use it to set stablecoin depeg alerts on Telegram • Debank com - My go-to DeFi portfolio tracker for EVM blockchains • Jup ag/portfolio - Most comprehensive DeFi portfolio tracker for Solana • Bendbasis com - amazing tool for funding rate arbitrage - I recommend it if you want to farm perps DEXs There are a few other tools I like as well, but those are the ones I use the most. Pharos is the most underrated one in my opinion. Check it out if you haven't yet. It's a good idea to set depeg alerts for the stablecoins you hold to make sure you are able to react quickly if one of them gets exploited/suffers a loss. Consider following me if you like yield farming related content🤝

@Morecryptoonl I'll believe in it when it goes on sale the $30's again, then I'll really believe in it.

any solana believers left?

@TraderSteve_ ahhh, gotcha yeah right on man and spot on. IDK though, the Russell 2000 is underperforming SPX over the last month in this rally but is bouncing right now. Trade on, brother. God speed

@RunRoemer i’m talking about the stock market, this is real data, real fact , people are thinking same happens to crypto, they’re positioning for it it’s clear as day, and it should not come

Sounds like the entire planet is longing ALTs What can go wrong? It’s not like we have record inflows coming in on people rotating from safe to risky assets.. Most rotation since 2021..

@TraderSteve_ Explain this chart then, please, because I see BTC dominance + stablecoin dominance only rising which means BTC is still very much winning across the board which means risk on is not back.

@RunRoemer something called AI man where you can search anything up

Nice work, good write up here on Saturn yield and points exposure.

@WOLF_Crypto_X Great write up

A $77M EXPLOIT WAS REDUCED TO $800K IN HOURS The Echo Protocol exploit on Monad in the past 24 hours is a case study: - Admin keys compromised on Echo Protocol - Attacker minted 1,000 unauthorized eBTC ($77M) - Funds moved through cross-chain bridges - A portion was routed to Tornado Cash 💡 The response: - Echo halted bridges and internal markets - Monad Foundation confirmed the chain was secure - Curvance and other protocols ran contagion checks - Echo regained admin keys by 2:30 AM ET today - 955 eBTC ($73M) was burned from the attacker's wallet 💡 The result: - Headline loss: $77M - Realized loss: ~$816,000 The crypto industry is having a record year for exploits It is also responding faster than ever before

I keep a running list of projects that feel overlooked. This batch is all $10M–$100M TVL. Big enough to prove they work, but still small enough to be overlooked: 1. @saturn_credit ($99M TVL): dual-token BTC-backed credit protocol 2. @RAILGUN_Project ($98M TVL): privacy for DEX trading and lending 3. @TreehouseFi ($94M TVL): protocol providing fixed income solutions 4. @protocol_fx ($90M TVL): dual-tranche protocol for yield-bearing assets 5. @FolksFinance ($76M TVL): Algorand-native lending protocol 6. @Main_St_Finance ($75M TVL): delta-neutral yield strategies protocol 7. @TermMaxFi ($72M TVL): loan AMM with fixed-rate lending and looping 8. @sanctumso ($57M TVL): infra for launching/managing/growing LSTs 9. @alturax ($21M TVL): onchain capital management protocol 10. @piku_dao ($17M TVL): yield-optimized stablecoin protocol All are active and shipping new updates consistently. Did I miss any good ones?

Total DeFi TVL has now dropped over 50% from its peak last October. Where do you think this sits a year from now?