𝕋𝕖𝕞𝕞𝕪🦇🔊
55.5K posts

𝕋𝕖𝕞𝕞𝕪🦇🔊
@Only1temmy
i help you make better decisions in defi
Proverbs 22:29 Katılım Ocak 2022
794 Takip Edilen40.9K Takipçiler
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@Only1temmy @arkham With a “decentralized” culture, I DON’T see how thats currently feasible. Coupled with the funds that Wouk take.
Although people like @zachxbt and the seal are moving in this route, having a whole body might take a long time
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@jussy_world It's not a bad project. With or without them, memecoins will still be good
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The future of onchain capital markets demands borderless liquidity, real-world utility, and an intuitive user experience.
At @ETHCapitalHQ Summit 2026, Chairman @seo_sangmin shared exactly how Kaia is building the infrastructure to make this a reality.
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@Deebs_DeFi I think so. Megaeth have couple of conviction builders eg me.
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@Only1temmy i mean rising TVL usually equates to airdrop farmers
this same narrative was used with Monad
but I hope Mega is different
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MegaETH is already at $200M TVL with no native token and barely any incentives.
Wonder what happens once users get tokens, incentives fully kick in, and that capital starts flowing deeper into DeFi.

munch@munchPRMR
MegaETH is 2/3rds of the way to Monad TVL with no native token live Wonder what happens once everyone gets their tokens and puts them into DeFi...
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Here are the challenges that crypto needs to navigate:
1. AI is the new kid in town, sucked all oxygen in the room. This means devs, users, investors are playing with that new shiny toy and asking “why do I need you?”
2. TradFi Bear Hug – crypto has to find its soul. Is it about new rails for TradFi, or is it about completely disrupting TradFi. The initial hug by TradFi (via DATs, corp chains and TradFi offering crypto to its customers) has set things adrift.
3. Governance – How to balance decentralization with effective ability to move ahead and progress. Bitcoin as an example...
4. True novel PMF – hasn’t found it yet. Compare this w/ AI, which has stormed the world and is used by everyone. That has yet to happen for crypto.
5. Attrition – lets face it, many teams are leaving. Some lured by AI, some have ran out of money during this winter, some have lost their patience waiting for the crypto revolution that has yet to come.
I am as bullish as ever on crypto, but these challenges may be the reason why this crypto winter feels different.
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@FabianoSolana Well, it would leave the coin bleeding hard so it was a tough decision.
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pumpfun team would do everything except rewarding its community
> made $1.3B with ICO
> owns 20%+ of supply ($205M)
> promised airdrop one year ago
> burns $370M before airdrop
not giving back is one thing but lying and shitting on your community is another

fabiano.sol@FabianoSolana
bros could have done a $370M airdrop which they promised almost a year ago pump token is down bad and sell pressure wouldn't really matter right now + you could revive the trenches lmao
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Prediction Markets were just the beginning ↓
- Decision Markets
- Opinion Markets
- Opportunity Markets
- Hyperstition Markets
- Commit-Reveal Markets
- No Loss Prediction Markets
- Precision Markets / Distribution Markets
- Perpetual Prediction Markets
- Combinatorial Markets
- Bonding Curve Markets
- Leverage Markets
- Quantum Markets
- Speed Markets
- Claim Markets
What did I miss?
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𝕋𝕖𝕞𝕞𝕪🦇🔊 retweetledi

@DeFi_Dad @GearboxProtocol Damn 93% down is alot. But quite a good pick. Check pendle too
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I am starting to hunt for DeFi bear market token buys that are not only mispriced, but easily capable of running 10x in the next market-wide uptrend.
I rarely look at tokens sub-$10M but being a user on @GearboxProtocol since 2022, I was shocked to see $GEAR dropped to $2.2M FDV.
+ Total transaction volume = $13B
+ 0 bad debt on Gearbox over 4 years
+ Invented DeFi Credit Accounts (better than looping)
+ Reached $400M TVL in 2024, $225M in 2025
+ GEAR down 93% YoY, down 99% since ATH in 2024
+ Annualized revenue also peaked ($56.5M) in April/May 2024 coinciding with the explosion in demand for LRTs
The current $46M TVL reflects an intentional winding down of certain GB markets, with upcoming support for RWA leverage soon, tooling not available anywhere else. I believe their tech stack is superior for "looping" (it's actually more of a DeFi prime brokerage). If they can onboard the right RWAs to Gearbox and attract lender liquidity, they could easily scale to become a leading hub of RWA leverage the next few years.
Note: NFA, DYOR. I do not hold $GEAR as of this post. This is never a paid post.

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Trying a bet on MegaETH below $1,5b FDV one day after launch.
I already have a bet on above $800m FDV from 2 months back, so ideally the launch will be in this interval so that I win on both bets.
Expecting a little sell off from ICO participants on the first day, and with a semi bearish market sentiment atm, I don't think we'll be too far from 1,5b FDV. But as the odds indicates (40c), it's not a sure win :)

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