Matthew Potts

@0xnevin why can’t we have both

Some people want a token they can 100x. I want L1s I can build entire economies on.

The fact $SBET is trading up after announcing a $6B shelf is wildly bullish. Not only for SharpLink but $ETH and $BMNR too.

Pendle is back in the top 10 TVL rankings, with TVL nearing $5B. Here’s everything you need to know from the week: 1/ @pendle_fi’s TVL is back in the top 10 after $3.8B matured on May 29. - $3.8B matured on May 29 - TVL dropped from $4.61B → $4.10B on day 1 (-11%) Within 7 days, TVL fully rebounded – marking the best post-maturity recovery in Pendle history. Nearly 50% of TVL now comes from sUSDe. Ethena grows → Pendle grows. 2/ Pendle launching 20+ pools again New Pools: - Yearn aGHO-USDf [25-SEP] (Ethereum) - reUSDe [18-DEC] (Ethereum) Relaunched Pools across Ethereum, Arbitrum, Base, Berachain, Mantle: - asdCRV, upUSDC, dWBTC, rsETH, eETH, eBTC, pufETH, weETHs, swETH, xsolvBTC, dUSDC, gUSDC, rETH, wstETH, uniETH - iBGT (Berachain), cmETH (Mantle), wcgUSD (Base) Everybody wants a piece of the Pendle pool party. 3/ What’s hot on Pendle now? Stablecoins: - USD(Midas) [31-JUL] – 21.35% LP-APY / 11.48% PT-APY ETH: - wstETH [25-DEC] – 6.03% LP-APY - pufETH [26-JUN] – 7.33% PT-APY Trending Markets: - csUSDL [31-JUL] – 11.04% PT-APY - sUSDe [25-SEP] – 7.78% PT-APY 4/ vePENDLE thesis continues to strengthen - 83% of TVL in stables - Sustainable 3–12% yields - $1.8B PTs as collateral across Aave, Morpho, Euler - $36M+ distributed to vePENDLE holders - Now includes airdrops from integrated protocols - YT fee increase from 3% → 5% (more fees to holders) 5/ Pendle is joining @convergeonchain Pendle Institutional is coming. Bringing yield rails to tokenized RWAs, fixed income products, and institutional capital flows. Pendle will be one of the first apps going live on Converge. Oh, and don’t forget to shout out to @imkenchia for delivering the 70th edition of Pendle Print. Nobody’s doing it better. Pendle? - Highest yields in DeFi - Best rebound ever - Top 10 in TVL Pendle.

Even after a 50% move, $MNDE is one of the cheapest LST protocols on a revenues multiple

Today was the largest intraday gain in ETHBTC since May 2021.

This is the definition of a hated rally. Going higher.

"Kaiser has recently taken on a new role at open source AI platform ElizaOS, which builds AI agents. She is leading the company’s new subsidiary to help the US public sector build open-source AI technology for governments." Probably nothing. 👀 #ai16z

This is the actual Liberation Day moment. Super excited for gaming to break out of the local maximum we’ve been stuck in for years and harness new, innovative technologies to make more fun and creative experiences while also growing the pie for devs to monetize their work!

Stride Swap will serve as the liquidity engine behind IBC Eureka, enabling seamless swaps between Cosmos-native tokens and assets like ETH, SOL, and USDT. It’s optimized for the Cosmos Hub’s role as a multichain router, with liquidity that scales as new chains connect. This is more than a DEX. It is the first IBC-native DeFi primitive on the Hub. It supports multichain swaps, intent-based routing, and vault integrations. It is being developed in close collaboration with Interchain Labs as part of the growing IBC/Eureka DeFi infrastructure. With Eureka as the messaging layer and Stride Swap as the liquidity layer, the Cosmos Hub is positioned to become the coordination point for multichain applications, with $ATOM at the center of that vision. The stack is coming together.

.@avax crossed $162M in RWA assets. 🔺 Huge inflection point from Nov 2024 to now ($32M→ $162M in less than a year) @MorganKrupetsky and @cryptoreine have been doing serious work.

1/ With over $3B in liquidity, @pendle_fi dominates the vertical in which it operates. Tailwinds are present for growing Pendle’s utilization, distribution, and revenue. - PTs coming to @aave - Permissionless listings - YT take rate from 3% to 5% - Boros upgrade 🧵

@0xRickyW @thetalesofweb3 @tn_pendle @pendle_fi two legends.. cant wait to listen

Tomorrow I’m launching the final episode of Season 3 of @thetalesofweb3 with @tn_pendle 🔥 Today, check out this clip where TN shares the darkest moment of building @pendle_fi and how his conviction and resilience remained when gazing into the abyss.

How do I unsubscribe from anyone talking about OM on my feed. Asking for myself.

"The Yield Cabal" Pendle x Aave x Ethena

@0xMagmar Impressive execution. Launching Eureka with real adoption and a full-stack integration strategy is a rare combo in this space

The Crypto 15 with Seth Ginns x.com/i/broadcasts/1…

With Eureka (IBC v2) now live, Cosmos just unlocked its biggest interoperability upgrade to date. Behind the scenes, the Interchain Foundation (ICF) acquired Skip — the team behind Skip:Go, which routes ~70% of IBC traffic — and launched Interchain Labs (ICL) to unify development around the Hub and ATOM. For years, Cosmos relied on independent teams to build different parts of the stack. While that fostered innovation, it also led to fragmented roadmaps and inconsistent execution. Now, development is coordinated under one org — ICL — with a unified vision centered on fast execution, ecosystem alignment, and ATOM value capture. Skip’s new mandate: turn the Cosmos Hub into the growth engine and liquidity center of the entire ecosystem. This marks a meaningful shift — ATOM is no longer just governance, it’s the core asset driving value across the stack. IBC is now averaging ~$3B/month in volume, and Skip:Go handles the majority of that flow. With Eureka live, the Hub becomes the default router for interchain traffic — not just within Cosmos, but across Ethereum, Solana, L2s, and more. Every transaction pays fees. Those fees are burned. As usage scales, so does demand for ATOM. It’s a direct line from utility to value. The vision is clear: • Unified development under ICL • Skip routing IBC at scale • Cosmos Hub at the center of a growing $3B+/mo network • IBC expanding rapidly (Babylon, Ripple, and more) • ATOM as the asset that captures it all Cosmos is no longer just modular infra — it’s becoming an integrated, value-aligned platform. With Eureka live and Interchain Labs now driving the roadmap, a new chapter for Cosmos has begun.

Propy is leading the way in bringing real estate transactions on chain

@joshua_j_lim Next level post

bullish call ratio backspreads, premium neutral, to take advantage of cheap call skew vs long perps, 100x leverage, market order