Rian Law

@Rumoreconomy 胡扯，你这真是胡咧咧

5月1日起，中国实行新的公司法，民企老板不能再随便从公司账户上借钱或者转账，超过三万就是职务侵占罪，想要转钱，必须依法交税，比如从公司账上转到个人100万，必须缴纳45万的税 以前可以来回拆借，往后不行了，国内创业环境进一步恶化，老板越来越来成为给“职业打工人”，干活可以，拿钱不行！

@cryptodaoyi @grok 总结一下这个对话要点

Binance前 Listing Manager 亲口说： "币圈根本没人看长期。 决定价格的只有三件事。" 他两年半看了 1000+ 项目， 去年亲手支持 100 多个 token 上线。 电话会后能成功上Binance成功率 5%-10%。 我作为几个 Binance listing 项目的 advisor， 参与过项目方与币安沟通的电话会。 跟Chase虽不算熟人，但我听过他怎么判断项目。 这次Lizheng (DY:课代表立正）和Chase @ChaseWang 的访谈里的几个启发人的点： -为什么“泡沫破裂”十年没发生 -BTC 有没有“庄家信号” -稳定币为什么是核武器 -预测市场=信息资产化 -AI agent 经济为什么必须用 Crypto 我把核心观点 + 我的Research 拆成几张「认知地层图」分享👇

@SiloFinance Scam , give our money back

Silo utilization holding strong: overall 55.27% with high efficiency across isolated markets. Chain breakdown: - Avalanche: 88% util - Arbitrum: 48% util - Ethereum: 39% util - Sonic: 40% util Demand driving real capital flow! gSilo 🫡

@VarlamoreCap what have you turned ??? Who is your legal contact? name , email

We are actively engaging in Silo’s ongoing process to restore Liquidity Providers affected by Stream’s recently announced shortfall. For anyone affected please fill out the form here. No stone will be left unturned to recover user funds.

@injective @hydro_fi @MorphoLabs @SiloFinance @AccumulatedFi @likwid_fi @neptune_finance Silo is scam protocol that works with Stream Finance, you guys want to stay away from Silo

Lending and borrowing is one of the simplest ways to earn onchain yield. Here are some of the best lending protocols on Injective Hydro - @hydro_fi Morpho - @MorphoLabs Silo Finance - @SiloFinance Accumulated Finance - @AccumulatedFi Likwid @likwid_fi Neptune - @Neptune_finance

@Cbb0fe @Re7Labs @MEVCapital @hyperithm @TelosConsilium Add @VarlamoreCap @beefyfinance @SiloFinance to the list , shit protocols

Curators and "on-chain funds" that touched xUSD are perma-blacklisted for me: @Re7Labs @MEVCapital @hyperithm @TelosConsilium They are not competent to manage risk for you

@MEVCapital Fuck u

We are aware of the recent disclosure regarding a $93M shortfall in the Stream Finance ecosystem. MEV Capital is providing this update regarding curated markets and products exposed to Stream Finance assets. TL;DR: MEV Capital’s actively managed vaults (Midas, Upshift, Mellow, Symbiotic) and lending markets on mainnet L1 have no direct exposure to Stream Finance assets. The exposure is contained to 4 permissionless lending markets and 1 vault deployed across three L2 chains, namely: Silo Vault - xBTC, xUSD (Avalanche), Euler Cluster - xUSD (Sonic), and Morpho Vault - xUSD (Arbitrum) - where MEV Capital provides venues for borrowers and lenders to Stream Finance assets. List of vaults and lending markets curated by MEV Capital impacted by Stream Finance shortfall: - Silo (Avalanche) USDC Vault Current allocation to xUSD market: $7.2M USDC, LLTV: 89% - Silo (Avalanche) BTC.b Vault Current allocation to xBTC market: 164.3 BTC.b, LLTV: 89% - Morpho (Arbitrum) USDC Vault Current allocation to xUSD market: $628K USDC, LLTV: 91.5% - Euler (Sonic) USDC Cluster Current deposits: $3.4 M USDC, LLTV: 91.5% - Euler (Sonic) scUSD Market Current deposits: $7.02M scUSD, LLTV: 91.5% MEV Capital vaults status: vaults.mevcapital.com Current actions: - Our AM team updated exposed Market parameters to contain the situation and limit any direct or indirect exposure to Stream Finance assets out of current chains and markets - Our Legal team has reached out to Stream Finance’s legal counsel to address Stream's borrowing positions in the curated vaults & markets exposed to Stream’s assets. - Our BD team is reaching out with protocols & chains representatives for further actions on exposed lending markets to coordinate exposure limitations and action plans. - Our Technical team is tracking any developments from Stream Finance’s activity and associated protocols directly and indirectly exposed to Stream Finance’s assets. We continue collecting information to assess potential outcome for lenders exposed to Stream Finance assets, most of it will depend on Stream Finance's decisions to clarify the current reserve situation. We will continue to monitor and adjust our lending market parameters, we keep the situation isolated from other vaults while the situation evolves.

@VarlamoreCap Shame on u

@SiloFinance Shit

Injective EVM just went live. Silo Finance will soon launch isolated markets on Injective, bringing secure, modular lending to the MultiVM era.

@VarlamoreCap Who is your legal contact? Name, email, address?

@SiloFinance Let’s sue silo

Silo has released an official registry of lenders impacted by the Stream and Stable Labs incidents — documenting all affected addresses and exposures as of Nov 7, 2025. In this thread, we address community concerns and clarify key facts: 🧵👇

@beefyfinance So not promote these shits anymore before solving those bad debts

$495K in yield past week at an average of 10.3% APY, launched 8 new strategies, completed 6,273 harvests, and saw PYSUD vaults top deposits. We are gearing up for Multichain Day in Buenos Aires, are you going to be there?

Strong move by @Re7Labs in stepping up and addressing the situation That’s the kind of transparency the ecosystem needs Now the spotlight shifts to @Hyperithm Investors are still locked in frozen vaults and need clarity Silence is not an option Thanks for the attention to this matter ❤️ + RT

@euler_mab you are a criminal

This is the right path forward. Expect to see it live on Euler too. Diverging views on risk are part of every credit system. Our goal will be to make that diversity even more transparent while giving users the freedom to express it permissionlessly.

@VarlamoreCap How did u decide to accept X usd as collateral

@hyperithm there is still no liquidity

Stream Finance has fully unwound its $75M leveraged position in mHYPER. The protocol no longer has any exposure to mHYPER or any mHYPER-related markets on Morpho. mHYPER has processed over $150M in redemptions in the past 48 hours. Both the mHYPER Vault on Midas and the Hyperithm USDC Vault on Morpho remain healthy, with no bad debt risk and no impact on liquidity or operations.

@YeiFinance Very bad news

On July 26th, incentives will be migrated from USDC.n to Native USDC. On August 14th, the reserve factor will increase to 50%, leading to a decrease in the supply APY. On September 1th, deposits and borrows for USDC.n will be disabled, and the supply APY will be brought down further.

Native USDC is now live on Sei! Deposit into YeiLend to earn your share of 640,000 SEI in rewards 🧵

@LouisNors @dwj_eric 和进赌场亏光的人心态一样

自嘲一下，拿着一手垃圾币😂。 好久没有聊过币本位这个话题了，最近买了很多FIL，ASTR，APT，PYTH，ARB，OP等等。 不是因为这些币好，要么是最低价格，要么是为了拉低成本。比如OP，ARB，ASTR就是把成本拉低，越亏越多很恶心。 像ASTR这种，以前一致30万个拿着，现在感觉要买到上百万个了，亏到吐血。 像FIL，APT，PYTH就是趁着历史低价抄底。

@LouisNors @dwj_eric 赌徒，他买的原因是之前买过，而不是对未来价格判断

@FarzaTV @AlexSiman Where is your project subsocial? Collapsed?

Update: I'm open-sourcing this. My DMs have exploded with investors, pro players, teams, users. The demo has 5,000,000 views across platforms. There is obviously interest. But, I have zero interest in working on it. I'm more interested in working on Tidbit. So -- someone please steal it and run. There's a beautiful vision here, especially those who want to build in education. Imagine an AI super-coach in your pocket: - Do yoga, correct your form in real-time - Practice guitar, fix finger positioning instantly - Learn cooking, get real-time tips on spices. - Learn painting, get brush stroke feedback. The future of learning will look a lot like real-time, in the moment AI instruction -- it likely won't look like an AI homework helper. Anyways. There's a cool vision here for the right person to obsess over for 10+ years. And the starting point is clear -- pick one thing (ex. basketball), be the best AI real-time coach in the world for it, keep growing. GLHF :). github.com/farzaa/gemini-… P.S: The repo is literally just a visualizer file + prompt. But hey, maybe it inspires someone.