SavantXbt⌘

You’ve heard of staking in crypto. But what if you could stake and still use your tokens? And then stake that stake for even more yield? Welcome to the world of LSDs and LRTs 🧵

Once you're making serious money Hire a maid. Buy a super comfortable bed. Get the fastest MacBook. Invest in a proper desk and chair. Join a serious gym. Eat organic. Eat quality. You'll level up 10x Faster!

Men only stress about one thing

Give a like and follow @SavantXbt if you enjoyed till the end. Share with frens if you learnt something; x.com/SavantXbt/stat… Share your experience in the comments. It might help someone.

So now I will build in public, without fear of attention. I know what’s holding me back. I know how to fix it. Now it’s time to execute. Game is game. 📌

What’s stopping you from making it? 🧵 I first saw this question in David Goggins’ Can’t Hurt Me. It stayed with me longer than I expected. So I asked myself honestly.

This shows that if companies continue to hold tokens, it won't be for speculative gains. Rather treasuries will be filled with tokens that have shown a history of generating real revenue like $hype, $AAVE and more. The only speculative asset that will be held is likely $BTC.

@Ethanh141 @CryptoKaduna @clanker_world @base @farcaster_xyz Bro is onto something 🧐 I believe the issue is on how sustainable this is. It might go parabolic if we see a base szn tho.📌

$CLANKER Investment thesis @clanker_world is a token launchpad that in simplest terms is the Pump fun of @base. As a user of both, Clanker has a much better UX and better fee structures for both token creators and holders. Recently, Clanker was acquired by @farcaster_xyz (x.com/farcaster_xyz/…) a decentralized social media, and made some pretty attractive changes to the value accrual to $CLANKER token holders. 1) 2/3 of all protocol fees will be used to buyback $CLANKER 2) Locked 7% of the $CLANKER supply into a one sided-LP to boost liquidity and shrink circulating supply So why do I think this is undervalued? When we start to look at the revenue and fees Clanker is generating, we see the market is clearly mispricing this protocol. Since the announcement of the Farcaster acquisition (~1 month) and the implementation of the buyback flywheel, Clanker has done on average roughly $160k in daily fees in a very dead market. This equates to an annualized revenue of $58.4 million With 2/3 of these fees going to buy back and hold the token, Roughly $39 million of $CLANKER will be bought back this year and held at current revenue rates. At the current market cap of $61 million, this is 64% of the total market cap being bought back if either fees don't go down or market cap doesn't go up. Given how Clanker has generated fees even before there was a flywheel in place over the past year, it seems pretty evident to me that the revenue floor is not much lower if not already in. Similarly, crypto sentiment is as low as I can remember and I believe new launches and onchain activity will only trend up over the coming months. Now for some comps: $VIRTUAL (Ai agent launchpad on Base)- $765 million market cap, $56.2 million annualized revenue (trailing 30 day annualized), 13.6x multiple $PUMP (Launch pad market leader) - $450 million annualized revenue, $2 billion market cap, 4.6x multiple. Also on pace to buy back $400,000,000 of supply annually (20% of market cap) $HYPE (Market Leader in buyback and burn) - $10 billion market cap, $938 million annualized revenue, 10.5x multiple Also on pace to buy back and burn $960 million of supply annually (9.6% of market cap) $CLANKER - $58.4 million annualized revenue, $61 million market cap, 0.95x multiple Also on pace to buy back $39 million of of supply (64% of market cap) To me Clanker seems like a clear mispricing and a jump to match the current multiple of pump fun would leave $CLANKER at a market cap of $295 million, ~ a 5x at current prices. Biggest risk is obviously revenue not maintaining the current pace but like I mentioned earlier, given how down bad the entire market is, I think revenue will simply be sideways in the bear case. $CLANKER to $500

@0xSammy With God's grace brother

This too shall pass At least for anyone with a longer time horizon than a month

I’ll never make a subscription. My content is free it always has been, and it always will be. My biggest value is you If you want to be closer to me, just be yourself. Don’t say “follow back” would you say that to someone on the street? You would be a weird mfer right? Be real. Comment, talk, and connect like a real person with real interest. And I’ll always support you back Easy as that.

Gm CT

➥ All You Need to Know About Keeta v2.0 @KeetaNetwork reached 11 million TPS in a verified test with @googlecloud, setting a new bar for scalability. Now it’s moving from speed to structure, building a compliant settlement layer for global finance. With its updated roadmap, Keeta is turning scale into substance, aiming to bring institutions fully on-chain. — — — ► What is Keeta? Keeta is a Layer-1 blockchain connecting banks, fintechs, and crypto networks under one compliant settlement layer with 400 ms finality. ➤ Why it’s different ▸ On-chain compliance: Identity certificates for KYC / AML ▸ Native tokenization: RWAs issued and managed at protocol level ▸ Interoperability: DAG design enables direct cross-chain transfers ▸ Institutional-first: Compliant by default, open to crypto users — — — ► How it works Keeta connects blockchains and payment networks through a single compliant layer. Workflow: ❶ User initiates a transfer (e.g., $BTC → $USDC) ❷ Keeta relays verify the transaction and route liquidity ❸ dPoS consensus finalizes the block through a two-phase vote ❹ Funds settle within 400 ms on Keeta’s DAG-based ledger ❺ Identity layer confirms compliance before final confirmation Core components: ▸ Unified bridge: Connects Bitcoin, Ethereum, and stablecoins directly ▸ Relays: Manage liquidity routing and transaction settlement ▸ DAG structure: Processes transactions in parallel for scalability ▸ dPoS consensus: Ensures fast and verified block validation ▸ Identity layer: Attaches KYC certificates for regulated interactions — — — ► Roadmap v2.0 Highlights Keeta’s roadmap focuses on compliance, usability, and real-world integrations. ▸ Identity Anchor (Live): Footprint integration enables verified on-chain identities ▸ Fiat Anchors: Direct fiat on/off-ramps connecting banks to Keeta Network ▸ Keeta Pay: Non-custodial payment app for seamless crypto and fiat transactions ▸ Keeta Card: Debit card for spending $KUSD balances globally ▸ Decentralized Exchange: High-frequency trading within Keeta’s ecosystem ▸ External Representatives: Community-run validators improving decentralization ▸ Expanded Token Support: BTC, $ETH, and ERC-20 assets for cross-chain liquidity — — — ► Wrap-up Keeta has proven scale and now focuses on bridging institutions with blockchain infrastructure. By combining speed, compliance, and interoperability, it’s closing the gap between traditional finance and DeFi. Its roadmap builds a unified system where fiat, crypto, and RWAs move under one regulated framework. This matters because it removes the biggest barrier to institutional adoption, trust and compliance at the base layer. With speed validated and integrations underway, Keeta is shaping the foundation for global settlement to run natively on-chain. -- cc: - @schenkty - @CoinGurruu

Airdrop farmers are the single worst possible foundation for a community (except for maybe 'gaming' airdrop farmers) They're all mercenary gaslighters who will literally turn the barrel around on you the *instant* you suggest that they'll get less than they think they deserve And they all think they deserve way more than they're worth because we conditioned them for 4 years to believe that spamming random txns on testnets or playing the role of gm scientist in discord for a few months somehow produced economic value in the 4-5 figure skin in the game or gtfo is the path forward

Monad raised $225m entirely from VCs megaETH raised $20m from VCs + $70m from the community See the difference? But since Monad gave us boxes to open, we should be so excited about their tech? The VC sell pressure after 1-year TGE is going to be insane. Zero.

Apps and Chains Are Taking the Stablecoin Crown The Stablecoin Meta Is Exploding, But Who’s Actually Winning? Stablecoin activity is booming. Volumes up, integrations everywhere, every chain wants in. But here’s the truth: the real winners aren’t us, they’re the issuers: Circle, Tether, and a few platforms earning on the float. For most traders, stablecoins are just tools to store, move, or settle dollars. Useful, yes, but not profitable. We’re using stablecoins, not owning them. -------------------------------------------- The Missed Opportunity Retail traders aren’t in the best position to profit from the stablecoin meta, and there are clear reasons why: You can’t invest directly in Circle, its equity isn’t tokenized. ➢ @ethena's $ENA token has complex tokenomics and ongoing sell pressure. ➢ @Plasma's $XPL rewarded early backers before crashing over 60% post-TGE. Policymakers and VCs now call stablecoins one of the biggest financial innovations: Sparking a new wave of ecosystems launching their own. Why? Because they’ve realized that all the yield flowing to issuers could instead be captured within their own chains and apps. -------------------------------------------- The Numbers Tell the Story Tether and Circle have reached scale few imagined possible: ➢ @tether is reportedly raising $20 billion at a $500 billion valuation, with $185 billion in circulation. ➢ @circle sits around an $80 billion supply with a $35 billion valuation. These numbers are staggering, but they also show how concentrated the power is. Tether and Circle built strong networks, but their dominance is plateauing. Circle’s partnership with @coinbase, for example, gives Coinbase 50% of USDC reserve yield and 100% of the yield on-platform. In 2024, Circle earned $1.7 billion from reserves and paid $908 million of that to Coinbase. So, instead of giving up yield to these issuers, ecosystems with large user bases are asking: Why not just issue our own stablecoins and keep the yield ourselves? -------------------------------------------- The Economics Are Changing Cross-chain tech has changed the game. Swapping between stablecoins is now cheap, fast, and seamless. With U.S. regulations like the GENIUS Act making stablecoins safer and more standardized, they’ve effectively become a commodity. The differentiation now lies not in the coin itself, but in who captures the underlying yield. That means ecosystems with strong distribution and user bases can own the value directly, instead of paying it to Circle and Tether. -------------------------------------------- HyperLiquid: The Blueprint The best example so far? HyperLiquid. At one point, roughly $5.5 billion in USDC was sitting idle in the exchange during its USDH proposal. That’s around $220 million per year in potential yield that would have gone to Coinbase and Circle. So HyperLiquid flipped the script. They launched USDH, a native stablecoin, and ran a competitive bidding process involving @Paxos, @fraxfinance, @nativemarkets, @withAUSD, MakerDAO, @ethena, and @CurveFinance. It was an intense process and Native Markets won. Now, 50% of the reserve yield stays within the HyperLiquid ecosystem, while the other 50% is used to deepen USDH liquidity. The result? @HyperliquidX turned a passive drain into a self-sustaining revenue engine. -------------------------------------------- What Chains Stand to Gain Across the broader ecosystem, over $30 billion in USDC and USDT sits idle on @solana, @arbitrum, @avax, and @Aptos. That capital earns roughly $1.1 billion annually for Circle and Tether, more than many blockchains make from transaction fees. If that yield stayed within ecosystems, it could fund development, staking rewards, liquidity incentives, or DAO treasuries, creating a perpetual revenue stream. Chains have three paths forward: 1. Negotiate revenue-sharing deals with existing issuers. 2. Follow HyperLiquid’s model and launch native stablecoins. 3. Build yield-bearing stablecoins integrated into their DeFi ecosystems. -------------------------------------------- The Next Generation of Ecosystem-Led Stablecoins We’re already seeing this play out across DeFi: > @megaeth launched USDm in partnership with Ethena Labs. > @JupiterExchange is building JupUSD for its Solana-based ecosystem. > @SuiNetwork teamed up with Ethena to roll out a yield-bearing stablecoin of its own. Apps like @HyperliquidX and @pumpdotfun are generating hundreds of millions in revenue, yet the blockchains they sit on earn far less, even though those base chains often trade at higher valuations. If chains don’t start capturing stablecoin yields, their token economics will keep lagging behind the apps that live on top of them. -------------------------------------------- The Solana Dilemma Take Solana as a case in point. Roughly $15 billion in stablecoins circulate on Solana, producing around $500 million a year in yield. But instead of benefiting the Solana ecosystem, that money goes to Circle, Coinbase, and even Base, one of Solana’s competitors. Many in the community have called for a Solana-owned stablecoin, but leadership has been cautious, prioritizing stability and cohesion over bold experimentation. Meanwhile, chains like Sui and MegaETH have already moved. The message is clear: Move fast, or watch your ecosystem subsidize someone else’s. -------------------------------------------- The Bottom Line Stablecoins have evolved far beyond simple payment tools. The real opportunity now lies in who captures the yield behind the liquidity. Apps and chains that internalize that value, keeping the yield within their ecosystems, will lead the next era of DeFi. Those that move too slowly will end up enriching the same centralized players DeFi was meant to replace. The next stablecoin revolution won’t be about who issues the coin, It’ll be about who owns the yield. -------------------------------------------- Disclaimer: This post is based on the @Delphi_Digital's report written by @simononchain. Link to the report in the second tweet.

@Adellbah @0xCRASHOUT Game is Game📌 Onto the next big thing

how times flies... @0xCRASHOUT use to be the hottest account on CT ..... lets agree that we are all farmers!!!!! we just do it differently ....... majority of those OGs quoting and replying his post have since found another favorite account

@defileo @OxTochi Caught in 4k🌚

@OxTochi fr fr xD...

"community contribution"

@AnonVee_ No one knows when the next cycle will come I think it's a risky move unless they can find a winning product or incentives ( $bera had this yet still went down )

monad was actually building this whole time for the next cycle it’s the reason they delayed testnet and mainnet/token launch till end of this current bull cycle

@Route2FI Very important to have a small alpha group Quality over Quantity

@Only1temmy @Route2FI What do you mean by make friends in public??

if you’d like to follow @Route2FI’s advice and grow from 0 to 10k followers in under 6 months, do this: > post good stuff people actually enjoy > be a reply guy with value > use crypto yourself and talk from experience > stay open to learning > make friends in public > notice what works and double down > make your profile clean and clear > show up every day it’s not luck it’s showing up, learning fast, and being real.

@defi_explora The writing was definitely on the wall for monad farmers The testnet reeked of manipulation

apparently Berachain did a better airdrop than monad will. atleast they rewarded their loyal community members