Retina

@OctavFi @zapper_fi @sebaudet26 @zerion @DeBankDeFi ❤️🤝💜

@UseRetina @zapper_fi @sebaudet26 @zerion @DeBankDeFi Smart mind think alike 😆 x.com/OctavFi/status…

Go get your well-deserved rest, @zapper_fi. We’ll take it from here 💜

@sebaudet26 Go get your well-deserved rest king 👑 x.com/useretina/stat…

@zapper_fi Go get your well-deserved rest! x.com/useretina/stat…

We've made the very difficult decision of winding down Zapper. Thank you for being part of this crazy journey with us ⚡️🫶 You can learn more about the sunset here.

@matthuang congrats!

Paradigm’s 4th fund $1.2B to invest and build in crypto, AI, robotics, and other areas of the technical frontier

@3liXBT Just @UseRetina

COMPLETE PORTFOLIO + FARMING OVERVIEW Overall asset split: Stables: 88.13% HYPE: 3.69% BTC: 2.81% ETH: 2.51% JLP: 1.77% SOL: 0.61% Others: 0.48% TLDR: > Heavily stabled at ~88.13%, with Polymarket now my single biggest stable allocation (all in riskfree Iran-related markets). > BTC and ETH are now roughly balanced, with @ryskfinance still doing the heavy lifting on BTC exposure via USDC-collateralized puts. > Same plan as before, only scaling into majors on 1) a considerably lower market or 2) a clean bullmarket start (Q4?). ---------------------------------------------------- Breakdown per asset class: Stables (88.13% of portfolio) - Polymarket: 24.86% - @re (reUSDe/reUSD Pendle LPs): 18.32% - @avantisfi (Base): 10.13% - @strata_markets (@Neutrl and @saturn_credit Pendle LPs): 9.95% - @ExponentFinance (PT/SY + PT-USDC+ LPs): 6.20% - @alturax (Pendle LP): 4.04% - @katana (AUSD vaults): 3.67% - 3Jane (USD3 Pendle LP): 3.03% - @capapp (stcUSD Pendle LPs): 2.95% - @liminalmoney (limUSD Pendle LP): 1.86% - @ConcreteXYZ (USDT vault): 1.82% - @Ostium: 1.78% - @upshift_fi (earnAUSD Pendle LP): 1.53% - @DecibelTrade: 1.47% - @tydrohq (Aave on Ink): 1.45% - @perena (mix of USD* and USD*-J): 1.34% - @tori_finance: 1.08% - Hyperliquid (HLP): 1.03% - @USDai_Official (sUSDai): 0.51% - @Loopscale (@onrefinance ONyc): 0.49% - sUSDe (on @glider__): 0.47% - @multiplifi: 0.41% - @veda_labs x @chaoslabs vault: 0.38% - USDC (naked spot): 0.37% - @noon_capital (sUSN Pendle LP): 0.31% - @hibachi_xyz: 0.2% - Morpho Blue: 0.19% - Other: 0.15% HYPE (3.69% of portfolio) - @ventuals (unstaking vHYPE): 51.72% - Hyperliquid native staked: 47.31% - Wallet: 0.97% BTC (2.81% of portfolio) - @ryskfinance (BTC puts): 26.11% - @AccountableData (cbBTC + tBTC vaults): 22.21% - Hyperliquid uBTC: 18.50% - @katana (BTC vaults): 16.76% - @turtledotxyz (@Lombard_Finance katanaLBTCv): 10.70% - Spot: 5.71% ETH (2.51% of portfolio) - @katana (ETH vaults): 49.19% - Spot: 31.64% - @superformxyz (superWETH Pendle LP): 13.47% - Hyperliquid uETH: 3.96% - @ethos_network: 1.72% JLP (1.77% of portfolio) - Spot: 100% SOL (0.61% of portfolio) - LSTs (@sanctumso INF/bbSOL/hSOL): 46.66% - @bulktrade (bulkSOL): 42.21% - Spot SOL: 10.55% - @project0 (LST): 0.58% Others (0.48% of portfolio) - Mostly dust / unclaimed rewards. AVAX/BNB/PENDLE, misc alt dust. (and yes, I just @UseRetina to track my portfolio, DM for a code)

@0xSherpaSOL There won't be any more code drops, but if you'd like one feel free to DM us!

@UseRetina when is the next Retina test code drop?

Private beta codes have been sent out to everyone who liked, RTed & commented! This was the first and only free Retina code giveaway. If you got a code, try it out and send us feedback. Good feedback earns you extra uses.

@SuperteamNL Hoi

Dutch people are hard to identify on X They all speak English 🇬🇧 So the intern had to get creative... Any takers? 👀🍪

@MacroMate8 what's a weekend?

roll call

Projects with 0$ funding

@gurshabad90 Hi

hey X algo , please fill my feed with people who are building on solana

@joshyote Just Use Retina

Who’s building cool shit on Solana and wants to tell people about it?

@ExponentFinance Track your Exponent positions now on @UseRetina 🫡

Exponent v2 is now live - built for those who outperform Launching with flagship markets, Strategy Vaults, and a $200K+ rewards campaign. Welcome to the platform for the next generation of rate markets and onchain capital.

@SolanaSensei @UmbraPrivacy @craftsdev @zinc_cash @Arcium @solana @toly @yrschrade @julian_arcium @mango_ Privacy maxis will win

Privacy meta on Solana is more active than ever These are the Top 3 projects rn: - @UmbraPrivacy private sending - @craftsdev encrypted ICOs - @zinc_cash new mining game ZINC is currently trending after being live for only 3 days. Everything powered by @Arcium.

@Rightsideonly Pendle

The building continues I honestly don't know how many are left building in DeFi but let's continue 🫡

@lmrankhan That's a chad team right there

Getting from 0 customers to your first few customers is really hard, which is why founders need to leverage every part of their network. One of our stablecoin infra startups in current batch got three separate warm intros to the same customer and got ghosted every time. Most founders would have moved on. Instead, they ended up applying for a job at the company, made it through the interview process, got in front of the decision maker, pitched their product, and won the deal. To me, the lesson learned is that AI makes it easy to build products, but distribution, persistence, and high agency still matter the most. The winners won't be founders who can vibe code an app over a weekend. Its the ones who find ways to get customers and make things happen when everyone else gives up.

@sxtvik @alliance Just @UseRetina.

Some observations from referring 63 founders to @alliance, maybe helpful for others: 1. Too many people building prediction markets still, what you think is a novel company is a weekend feature for incumbents who've raised a billion dollars and already have distribution. 2. Too many perp dexes and leveraged trading products still, their "novelty" is usually stacking leverage on already leveraged assets aka cascading catastrophe for users. If you burn the user once, they won't return. 3. Lot of agentic use cases, the low hanging fruit (agentic commerce, agentic coordination/unification) is less exciting personally. But a few novel applications across healthcare, science, gaming stood out to me. 4. Solana and Hyperliquid reign supreme, Base is a close 3rd. No Monad, MegaETH, Ethereum, etc. This is maybe an Alliance alignment issue or a larger preference trend for builders. 5. What many builders believe is unique and new is most likely already being done by another person in my DMs. The immediate opportunities are very obvious and $500K might not be enough to take on Stripe and Ramp, find new avenues where you have an unfair advantage and asymmetric opportunity. 6. Not a lot of "cypherpunk/privacy" builders, I think there's still massive opportunities in resilience, networking, shielding, identity for both crypto and AI use cases that I would've loved to see more of. 7. Manners. A please, thank you, and professionalism in cold messages go a long way.

@sawyer_ox @3liXBT Just Use Retina.

Crypto portfolio tracking has quietly evolved into one of the most normalized forms of voluntary surveillance in the industry. Most users rarely think about it this way because the process has become standard; connect wallet, sync addresses, grant visibility,

@web3Lyra Glad you liked it 🫡

@UseRetina great article

@sawyer_ox @3liXBT Sent!

@3liXBT @UseRetina yet to get code x.com/sawyer_ox/stat…