Zoltan

Blockchain as a database is incremental innovation. Blockchain as permissionless network is radical innovation. Investors seek maximum return -> most value captured. When was the last time incremental triumphed over radical innovation within the same space & time? #blockchain

Running bitcoin

Last week was huge for Yelay — we hit top-3 fastest-growing projects on @SonicLabs. Not really a surprise though: a few clicks and you’re farming $S airdrop and earning yield on your stables. And we’re just getting started.

👏 #GraciasCarlo 👏

📣 Yelay Community AMA Incoming!| Join us this Wednesday on X, May 28th at 11am EDT / 5pm CET for an open convo on: 💥 Yelay V3 🔁 @SonicLabs expansion 🤖 DeFAI + TYE 💡 What we’re building next Got questions? Bring ’em all. Let’s talk yields and more.

Two options to earn the maximum $S tokens from the @SonicLabs airdrop: 1️⃣ Manually spend time depositing into 5+ protocols, meaning opportunity cost. 2️⃣ Deposit once into Yelay and earn points, gems, yield on your deposit, and gems from other protocols. Easy choice. Easy $S.

4iG Space and Defence Technologies Town Hall 🚀🇭🇺

Space Technology Congress 2025, Baku, Azerbaijan #wedoit

@GhafGroup @Faculty__Group @GhafCapital Big congrats, looking forward to the many success stories!! 🔥🚀💯

1/4 Introducing Ghaf Group — a global force in Web3 @Faculty__Group and @GhafCapital have merged to create a full-stack powerhouse with elite access to capital. Built for scale. Engineered for impact. Find out what it all means 👇

FREE THE MONEY. The next evolution of DeFi isn’t about farming. It’s about liberating capital. Introducing Yelay V3 — the infrastructure layer for yield-powered apps, wallets, and experiences. Your money should work for you. Now it does. 🧵

This shows why a regulatory overhaul is necessary. The burden of mountains of regulations is why the high speed rail can’t get down in California and the bridge that the ship hit still hasn’t been fixed.

This is wealth

I round tripped 8 figures last cycle. A few things I learned: - It’s almost always better to sell too early and miss out on gains, then to hold too long and round trip the bag. This is because eventually, almost everything trends to zero, so even your “early sell” is likely going to make you look like a genius in a few months/years - If you ever take a PnL screenshot of how much you’re up, sell. You don’t have to sell your entire position, but it’s usually an excellent time to at least trim 20-50% of it. - Most people on this app have absolutely no idea what they’re talking about. Often the loudest and most confident voices know the least, while the quiet and self questioning ones are full of wisdom. - You can’t borrow conviction. If you buy something because someone else did or told you it was “a hidden gem”, you’re almost guaranteed to fumble the bag. They’ll dump on your head while you’re still anxiously waiting for their next tweet or YouTube video to tell you what to do. - Stop trying to impress people. This is just good general life advice, but it applies triply so to this space. Wanting to impress your friends and family is one thing, wanted to impress random anons on the internet? Insanity. - There’s Bitcoin, and then there’s everything else. It took me too long to truly realize this. Yes alts can and will occasionally outperform - sometimes for long stretches of time - but basically everything bleeds to Bitcoin over the long run. - Most people try to outperform Bitcoin by trading these alts; probably leas than 5% of people can actually accomplish this. It’s like trying to outperform the S&P 500. Most people are better off just buying the index. - This place has a way of warping your perspective to a level that is literally bordering on mental illness. Many of us refused to sell jpegs of a list of words for $50,000 last cycle because we thought “it’s undervalued”. Many otherwise smart people. You are not immune. Herd mentality is real, it takes *a lot* to swim against the current around here. You should try. - Extending from that point, try and zoom out and also spend time with non-crypto people. 1 SOL or 0.08 ETH can seem like not significant amounts of money (unit bias is real), but add up how much that is per day or year and think what you could do with that money IRL. Also, most people are thrilled to earn a 10% return on their investments in a YEAR, and rightfully so. That’s a great return, crypto just warps everything. - Compound interest is mind boggling powerful. You don’t need to find a 100x, you’re usually way better off stringing together a bunch of 2x plays or even compounding at 10-50% a year (do the math, do you have any idea how insane compound interest is at high %s over a bunch of years?) - Put another way: “Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.” If you found this insightful, all I ask is that you drop a bookmark, share with a friend, and/or subscribe to my newsletter where I share a lot more 🙏 Cheers

When using DeFAI, don’t risk a “game over” ☠️ Yelay’s TYE provides the ultimate safe zone for AI agents like @HeyAnon — blocking exploits, optimizing yield, and keeping DeFAI running smoothly. Keep all your lives with Yelay 🎮

Some hopium on what I'm bullish on: • Farcaster: Best SocialFi app • Web3 native cultural exports to Web2: Pudgy Penguins, Azukis, Miladies etc. Bearish cultural imports from Web2 to Web3 • Stablecoins that share upside with community: $ENA etc • DeFi with PMF: Aave, Fluid, Maker, Pendle, etc. • $ETH: Current UX is poor, but EIP-7702 and the new Open Intents Framework will improve it soon. • New gen L2s (MegaETH) to validate Ethereum's modular vision • Infinex, Hyperliquid and other onchain apps to challenge CEXs • Gnosis Pay building onchain Revolut (via multiple products) • InfoFi: Kaito, Ethos (reputation score), 0xPpl App (follow onchain trades) • TradFi tokenization: Trade S&P500, $COIN onchain, and pumping liquidity to DeFi. • New fundraising metas: Echo & Legion, but watch out for new money printing trends for best gains • BTC as sovereign money And most importantly, never ending crypto techno-optimism. Continue up only, pls.

Sui AMA: Yelay x PERQ meet the HOTTEST New Sui Projects x.com/i/broadcasts/1…

SuiPod AMA: Yelay x PERQ meet the HOTTEST New Sui Projects x.com/i/broadcasts/1…

Kasu is LIVE on @Base! In an RWA industry first, almost anyone (inc. USA) can now access up to 25% APY with unprecedented transparency from the most risk-optimised private credit platform. Visit: app.kasu.finance/lending Details below👇

This Week’s Hottest Yield Plays on Yelay are here! 🚀 And they are all powered by @MorphoLabs 🟩 Optimized. Seamless. High-performing. Deposit $USDC and start earning now 👇

Great speech by VP @JDVance!