Eli5DeFi

46.8K posts

Eli5DeFi banner
Eli5DeFi

Eli5DeFi

@Eli5defi

Visual Information Layer of Technology | TG Channel ➠ https://t.co/NquSvtqawK | Substack ➠ https://t.co/pMyJJEK8u6 | All Posts NFA + DYOR

Singapore Katılım Ocak 2022
7.4K Takip Edilen45.8K Takipçiler
Eli5DeFi
Eli5DeFi@Eli5defi·
The battle for permissionless, crypto-native market infrastructure is intensifying. After @HyperliquidX’s success, @XLayerOfficial is moving in the same direction. X Layer Exchange OS feels less like another exchange and more like @OKX trying to turn exchange infrastructure into a public market layer. The core idea is straightforward: Launching a market is still too difficult. If you want spot, perps, prediction or outcome markets, RWA markets, or pre-market assets, you typically end up rebuilding the same essential components: Matching engine, margin system, liquidation logic, settlement, risk controls, liquidity, frontend, compliance, and oracle design. In practice, before you reach differentiation, you are building a small CEX, with fewer resources and more operational stress. @XLayerOfficial Exchange OS aims to remove that burden. Builders stake $OKB, deploy their own venue, and choose assets, oracles, revenue models, and compliance rules, while the core trading infrastructure runs on shared X Layer rails. Some names already joining: @xStocksFi, @centrifuge, @GSR_io, @ambergroup_io, @flowdesk_co, @maplefinance, @chainlink, @glassnode, @nansen_ai, @PythNetwork, @chainalysis, @alibaba_cloud, @Optimism, @defiapp, @minara, @KronosResearch, @volmexfinance, @fun In June, they will launch the first venue: 2026 World Cup Outcomes, a simulated outcome market deployed directly on the infrastructure. Check more details below ⤵
Eli5DeFi tweet media
X Layer@XLayerOfficial

x.com/i/article/2059…

English
8
1
17
611
BUNT
BUNT@BUNT10·
@Eli5defi People are excited that token launch is near😝
English
1
0
1
12
VΛLΣRIUS
VΛLΣRIUS@_ValeriusX·
@Eli5defi ardn did a pretty good job with this, he captured the essential privacy infra worth paying attention to
English
1
0
0
12
Eli5DeFi
Eli5DeFi@Eli5defi·
This is a pretty good stack if you want to capture the privacy narrative upside. Combine it with AI, RWA, and perps, and I think you’ll nail almost all of the major runners this cycle.
arndxt@arndxt_xo

i am a proponent of privacy very simply because its the counter intuitive thesis to tightening regulations. $ZEC has led the privacy season but there are a lot more projects that are building in the privacy space. S tier: $ZEC - the bitcoin for privacy outperformed every asset $NIL - humanity first blind computer $NEAR - one of the strongest architectures for AI Agents right now, agentic payments, low fees, chain abstraction @Grayscale onboard A tier: $CC - institutional private chain, huge beneficiary of regulation $AZTEC - leading privacy-first Layer 2 on Ethereum $OCTRA - open-sourced the core HFHE implementation with public benchmarks B tier: $H - zk verification of proof of humanity $STRK - zk execution Layer scaling Ethereum $ROSE - makes any application private and verifiable, no matter where it runs C tier: $DUSK - privacy-preserving blockchain infrastructure for institutional-grade finance

English
13
0
25
1.2K
Eli5DeFi
Eli5DeFi@Eli5defi·
Note: The author is a paid contributor to @Saturn_credit. This project is open only to eligible participants outside the United States. It is not an invitation to buy or sell securities in any jurisdiction where such offers are prohibited. DeFi yields are variable, not guaranteed, and may change at any time. The above content is not investment advice; it is only a personal record and sharing of personal views. Investing involves risk, and you are responsible for your own profits and losses.
English
0
0
0
189
Eli5DeFi
Eli5DeFi@Eli5defi·
As promised, I’m sharing another actionable alpha. @Saturncredit just closed a seed round led by @TheSpartanGroup, with participation from SIG and @Anchorage, and they’re backed by @yzilabs. They also announced the S1 Airdrop with a 5% allocation. How to capitalize? First, know that Saturn wraps STRC (Strategy’s yield-bearing preferred) into composable on-chain primitives. So you can use it in a few different ways: > Vanilla Staking ▸ USDat → the base wrapper ▸ sUSDat → staked version; earns the STRC dividend stream > @strata_markets Tranches ▸ srUSDat (senior) → 65% fixed share of STRC dividends, no downside volatility. jrUSDat absorbs first losses. Closest to “digital money.” ▸ jrUSDat (junior) → leveraged STRC exposure with no margin calls. Takes drawdowns first if NAV falls. > @pendle_fi (if you want to maximize points) Buy YT-USDat on Pendle → max points leverage, decaying yield Run PT-srUSDat → fixed-yield product - Some notes: sUSDat yield may briefly dip below the STRC dividend. This happens because TVL can grow faster than payouts, and new STRC takes about a month to start paying. As growth normalizes, yield should revert and likely beat STRC. NFA.DYOR.
Eli5DeFi tweet media
Saturn Foundation@saturn_credit

Saturn is proud to announce our $2M seed round led by @TheSpartanGroup, with participation from @Anchorage, Susquehanna Crypto, and more. Saturn is building the application layer on Bitcoin - powered by $STRC. A thread on why it matters.

English
20
2
51
3.6K
Eli5DeFi
Eli5DeFi@Eli5defi·
@hotpot_dao With the extreme PvP nature of the crypto, people are losing their empathy and becoming inhumane. Sad to see this.
English
1
0
7
1.7K
Shuyao Kong
Shuyao Kong@hotpot_dao·
this represents everything that's wrong about this industry.
Shuyao Kong tweet media
English
68
10
434
35.7K
Eli5DeFi retweetledi
Eli5DeFi
Eli5DeFi@Eli5defi·
Most AI tokens sell a dream. @0xSUPERGEMMA by @jun_song is trying to do something more specific: turn token momentum into a funding layer for open-source AI builders. The idea is simple: Open-source devs build the models, fine-tunes, quantizations, tooling, and local inference infra that everyone uses. But the reward system is broken. Most of the value flows to platforms, wrappers, or VCs, while the actual builders rely on donations, clout, or side jobs. $SUPERGEMMA wants to flip that. Instead of begging for VC money or waiting for grants, the project is building around a self-funding open-source ecosystem, where contributors can be rewarded directly for useful work. And the first project has just launched. @0xdealignAI by @dealignai is joining the Supergemma foundation team, bringing local LLM quantization expertise into Supergemma stack. FYI, Dealign (Jinho Jang) is a renowned, self-taught ML researcher who publishes his work on Hugging Face, with 37+ public models, including his signature CRACK series. Why does Dealign quantization matter? Because “open model” is not enough. A model only becomes useful when people can actually run it cheaply, locally, and efficiently. Quantization is what turns heavy AI models into something more usable for real users, developers, and consumer hardware. So the Supergemma thesis is basically: - Open-source AI needs better funding. - Local LLMs need better optimization. - Crypto can become the coordination layer between both. But the interesting part is that Supergemma is not just leaning on AI hype. It is forming around real local LLM work, public dev activity, and a contributor-reward thesis that actually fits crypto.
Eli5DeFi tweet media
English
13
3
25
1.3K
Eli5DeFi retweetledi
Eli5DeFi
Eli5DeFi@Eli5defi·
Your MacBook could be the next AI data center. Project Darkbloom from @eigencloud turns idle Apple Silicon into a goldmine for private AI inference infra. - Users run prompts for less - Mac owners get paid for unused compute No GPU farms. No prompt leakage. No token-farm nonsense. Just private AI, powered by hardware already sitting on desks.
Eli5DeFi tweet media
Eli5DeFi@Eli5defi

x.com/i/article/2058…

English
11
2
46
3K
Eli5DeFi
Eli5DeFi@Eli5defi·
@Grantblocmates Mine is Steam Games/ PS/ Nintendo + Other unnecessary gadgets purchases 🤣
English
0
0
0
17
Grant
Grant@Grantblocmates·
@Eli5defi Haha mine would be uber eats
English
1
0
0
40