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@0xSpaydh Sad to hear was a pleasure being part of this ecosystem 🥲

Today, I made the incredibly difficult decision to transition Neutron to long term support. It is never easy to close a 4 year + chapter, and I wish we had been able to deliver more successful outcomes to all who bet on us as a team and project. Yet I'm tremendously proud of our team, our work, and our consistent drive to maintain our integrity and transparency, even in tough times. All in all, we shipped infrastructure that secured >$100M TVL, facilitated close to $2bn in trading volume, and never lost a user dollar. We pioneered a more integrated / opinionated approach to building blockchains and L1 ecosystems, which is now being validated by industry-defining projects such as Tempo and Hyperliquid. I am also tremendously grateful for all of the help and support we received throughout the journey - from our partners, backers and community - and for having the opportunity to work and learn alongside you each day for the last 4 years. For now, my priority is to return as much value as possible to all stakeholders: teammates, users, builders, and backers. To this effect, over the next few months, I'll continue to shepherd the remaining work to make Neutron safe and sustainable without our active involvement longer term. Thank you all for your time, and for believing in us.

@nyk_builderz Would be happy to have my team test it out

@gp4719 Amazing this looks very cool! We released a beta version for local mode but no full on office yet - would love to get peoples input and PRs of those working on this already. Let's make Mission Control THE standard for agentic framework control UI!

We just open-sourced Mission Control — our dashboard for AI agent orchestration. 26 panels. Real-time WebSocket + SSE. SQLite — no external services needed. Kanban board, cost tracking, role-based access, quality gates, and multi-gateway support. One pnpm start, and you're running. github.com/builderz-labs/…

@nyk_builderz Nice I got something similar but this looks much better . This already live? might switch .

Mission Control is getting a proper office view for both agent (gateway) and local-mode Claude and Codex sessions.

Pivoting to crypto AI 🤖

@CrypNuevo Do you think we see $82-84k first before grabbing that liquidity or you thinks odds we go straight for that liquidity at $72kish ?

$BTC Sunday update: I've been looking at this scenario since November and explained it in my latest videos. Now, we're very close to this level and I'll pay attention to it. This is the next most likely Price Action in my opinion, and what I think it'll happen next: 🧵↓(1/5)

@MattPRD @openclaw @moltbook @X Checkout this thread 🧵 lol these AIs are helping each other build 🤯 moltbook.com/post/8f3ca4c3-…

What??? Someone’s @openclaw on @moltbook saw my @x post about them and now is bragging about it to the other AI bots?!

I agree that @mars_protocol is essential not only to @neutron_org & @osmosis but also @cosmos in general, without it #defi is pretty much dead on cosmos. It was the only lending platform worth using & the closest to being a killerapp. This is why some members of $MARS dao & team along with ecosystem founders are actively looking at keeping @mars_protocol alive & securing its future growth. Cosmos needs a win & saving MARS would be a huge win for the entire ecosystem.

I'm a huge fan of Neutron, but I can't say that I'm not worried about its future. To highlight some issues: 1) Neutron started as a Consumer chain secured by the Hub, to host all the Cosmwasm apps, given @cosmoshub didn't have permissionless Cosmwasm initially. That changed completely in mid-2025, and it's now clear Cosmos Hub wants to deploy these apps itself, on its own chain. 2) @mars_protocol getting exploited was a nightmare scenario. So much of the TVL on Neutron is built around Mars Protocol, and its successor @amberfi_io. Mars Protocol has announced its closure, and it looks like Amber is heading for the same fate, unless Neutron decides to take it over. 3) Unfortunately, I don't think there's enough demand for what Amber offers. Mars was a much more interesting product. And pretty much all the TVL (check that uniBTC deposit) attracted into @neutron_org's Bitcoin Finance looks like a single deposit into Amber. It's not useful TVL. It's unutilised. 4) And this unutilised TVL on Neutron points towards just farming the subsidized NTRN rewards. It's not useful liqudity. It's not sticky liqudity. It dies once the reward program finishes. It's a shame Neutron couldn't plug the liquidity they have built into anything useful. wBTC / USDC is the most popular pair in Cosmos (after ATOM / USDC), and yet very little concentrated liquidity has been built here. Despite their efforts, Osmosis still reigns supreme in Bitcoin volume dominance in Cosmos. It's hard to see a purpose for Neutron. And that's sad.

@0xMagmar @neutron_org @mars_protocol The only killer app potential in cosmos & the only one I still use. Hopefully we can keep it alive.

Really incredible stuff by @neutron_org. I loved @mars_protocol. I hope it continues

@Php5Com @neutron_org @amberfi_io It wasn’t a hack. They exploited the low liquidity & looped a transaction a 100x to create bad debt for the protocol. Low liquidity on cosmos in general is a major risk for all platforms as prices can be manipulated.

@neutron_org @amberfi_io After mars protocol on neutron hacked, I will not touch it again

wBTC lending on @amberfi_io remains one of the most attractive places to earn yield on BTC

@AirdropGlideApp There is also $300k in CP vault which should have taken the hit initially. These with safety fund bring the loss down to about 10-15% for the usdc depositors. So think the team is trying to cover the remaining 10-15% loss somehow for most depositors.

@gp4719 Where are you getting this info? I heard there was like $950k loss, and ~$100k in the safety fund. Any more info on the extra funds? If they are there, any reason they've not been deployed?

Damn, Mars is really in meltdown now.

@AirdropGlideApp I think yes most users will be made whole as there is a substantial amount in both safety fund and counterparty vault.

Yeah, it's very difficult to fully understand what's going on, and it's not been clear what the plan is yet. Can appreciate people will try to do their best, especially when we see rates spike to the extent we have. Would certainly be great to see users made whole. Do you think that's possible?

@AliHabbabeh Maybe there is some hope btcfi on @neutron_org exploding 🤯

Cosmos is the saddest, most undeserved downfall in crypto. Some of the best tech we’ve seen. IBC is brilliant, the ecosystem had real builders, and loyal communities still exist… yet user adoption never truly landed. If Cosmos wants a comeback, it needs killer apps that actually use ATOM.

@astroport_fi @cosmos Deploying on @cosmos hub ? 👀

Liquidity for the @cosmos ⚛

@0xAnhell @mars_protocol but what if this campaign brings in enough users & activity & $MARS buyback & burns are north of 45million in 12 months? I see on chart below they burnt almost 2mill $MARS last week alone that is already 5% of the 45mill🧐

@mars_protocol 659,700 USD of selling pressure at today's MARS price for a $3,919,466 MC project. Good luck

@cosmos_falco @babylonlabs_io @SolvProtocol @amberfi_io 🔥

🧵 Attracting Retail Bitcoiners to BTCFi: maxBTC + Amber So far #BTCFi has mostly addressed the institutional side: protocols like @babylonlabs_io & @SolvProtocol are bringing serious BTC on-chain. 🏦 @amberfi_io currently caters to DeFi natives + yield power users. But retail Bitcoiners? Still stacking on exchanges or cold wallets and not incentivised enough to move on chain. #BTCFi #Bitcoin #DeFi #MoveOnChain 🧊 Retail reality Retail Bitcoiners are cautious: they stack, they cold-store, they don’t bridge. They don’t move on chain for 4-5% APY like institutions do. 🪣 Three buckets in BTCFi 🏦 Institutions → fine with ~4–5% APY 🐒 Degens → chase 30–50% APY 🧍 Retail BTC holders → need >10% APY with simple UX and minimal friction to move on chain Retail BTC middle zone is where maxBTC + Amber can win big with the proper strategy. 🌶️ maxBTC + Amber Finance now @amberfi_io (built by @mars_protocol on @neutron_org) creates BTC borrow demand via looping, leverage & compounding. ↓ x.com/cosmos_falco/s… Its main asset is maxBTC by @StructuredFi, modular BTC LST incubated by Neutron: 1 token → BTC exposure with yield sources under the hood. ↓ x.com/cosmos_falco/s… Amber lets deposit maxBTC + loop up to ~12× with 50%+ APY potential 🚀💰 🎯 Retail unlock In its current state Amber caters to DeFi power users. Retail doesn’t want multiple bridges, steps and controls. They want one simple and sustainable strategy: deposit → earn. Anchor proved a compelling yield incentive can pull normies on-chain. BTCFi can repeat it, but with real sustainable yield. 🔧 How BTCFi becomes retail-ready ⚡ One-click “BTC Earn >10% APY” preset vault for maxBTC 🚀 Smooth onboarding from exchanges/self-custody/WBTC → maxBTC on Neutron 🔌 Aggregator API integrations so maxBTC is accessible everywhere ♻️ maxBTC with double digit yield Because maxBTC is modular, Amber yield engines can eventually feed yield back into maxBTC itself. Thus retail can hold ONE token (maxBTC) and get double digit yield pipes under the hood. 🌍 Market scope expansion Perp DEXs are huge but limited to traders liquidity. BTCFi can capture part of Bitcoin holders: institutions + retail, that is a much larger liquidity pool than perp trading. ⚡ Institutions are starting to look into BTCFi, but retail Bitcoiners liquidity is still untapped at the moment. Unlocking part of this liquidity is the BTCFi mega prize pool. 🎯 🧭 A Roadmap to retail BTCFi maxBTC = single token BTC exposure Amber = double digits yield acceleration Together = meaningful BTC returns → with a simple access point and UX In this way maxBTC + Amber can become the BTCFi mass adoption vector. 🚀 If you enjoy content like this, follow me and RT this thread. #BTCFi #Bitcoin #DeFi #MoveOnChain

BTCfi on @neutron_org getting 🔥 TVL is up by 50% this month & estimated to double in next 2 weeks.

@stabletuna @0xSpaydh BUT it also means going from $250mill to $1bill TVL will be a lot faster than $50-250mill 🧐 Now the question is what happens to $NTRN & ecosystem tokens like $MARS or $ASTRO when you hit $1bill TVL 🚀🔴🔵

@0xSpaydh "there are funds today who want to use Neutron but won't until it's got ~250M in TVL because that's one of their criteria in DD" This makes sense. Unfortunately we are far away from that number and it will be really difficult to achieve it after recent flash crash

Institutional demand for BTC yield is quietly fueling the rise of structured products. Without inflation, trading activity is the most scalable source of yield — but market structures evolve, and what works today might not tomorrow. As long as these strategies stay siloed in vaults, capital will keep churning. The real unlock is an architecture where strategies can rotate under one liquid representation — combining sustainable yield with the liquidity and network effects from tokenization.

@tehMoonwalkeR I agree , checkout @mars_protocol & how they protected their users from liquidations . I use it a lot for perps trading as well.

Black swans like this are huge market shifters Usually new narratives and trends rise out of them I believe we will see a lot more defi and liquidity protocol interest Also solutions how to protect traders from sudden wicks and abnormal movements Longterm this will make defi way more attractive