Punith

@amaanbiz @fiverr @Upwork @freelancer @toptal @figma @Behance Any Researcher ,PM or devrel role ??

ETH's fair value: $4,829 vs spot $3,034 12 valuation models. 59% undervalued? ethval.com dashboard by @hashed_official and @simonkim_nft is showing what most miss , the gap between price and fundamentals. @IBWofficial #IBW2025

@kunalvg ✨

I have created a simple yet effective Web3 marketing execution template. This includes multiple micro templates: - A content matrix for consistent content creation - Growth experiments (with a head start of ideas) - Community engagement (MANY ideas here) - A space for nurturing potential partnerships The best part? You can customize it fully. Like this tweet and reply with '✨' to get it! PS: I had tweeted this in the past. I'm posting again for new marketers who recently got into Web3.

Requesting $XDAI funds from the #Stakely Faucet on the Gnosis Chain blockchain. Request ID: 7NQWVILX #privacy stakely.io/faucet/gnosis-…

People are asking for the handles of the X accounts to follow them. Here they are in order: @j0hnwang @Domahhhh @HugoMartingale @dkposts @0xNairolf @0xTone @betmoardotfun @VigPolice @NickPreszler @goldytalks @shayne_coplan @0xwondr @Carlitoswa_y @goldenpants013 @chefsteve @Polysights @aulijk @primo_data @Flupnolide @probabilitygod @factcheck1ntern @aaravXBT @dejixyz @notsoeasymoney @PixOnChain @TaikiMaeda2 @TakeorMake @defiance_cr @thenarrator @confugen

1/ Money markets sit at the core of DeFi's capital stack, surpassing $120B in deposits and approaching $50B in outstanding loans. We analyzed the competitive dynamics of the lending landscape, focusing on the top 8 money markets. This is what we found... 🧵

Current AI automation breaks every time software updates. $CODEC is the hottest crypto x AI x robotics platform right now, solving this pain point. Everything you need to know about @codecopenflow and why so many are talking about it.

@sreeramkannan @eigencloud

The State of Crypto VC Some insights for founders into the current state of crypto fundraising and some of my personal prediction on the future of crypto venture capital 👇

Top 5 Crypto Fundraising Rounds this week 👇 @Kalshi - $185M > A regulated exchange and prediction market > @paradigm, @multicoin, & @sequoia @digitalasset - $135M > A regulated exchange and prediction market > @DRWTrading, @Tradeweb, & @polychain @worldlibertyfi - $100M > Trump-backed DeFi platform > @Aqua1Fund @zama_fhe - $57M > An open-source cryptography company enabling developers to launch confidential smart contracts on any blockchain > @BlockchangeVC & @PanteraCapital @veda_labs - $18M > DeFi vault infrastructure for institutions to launch and manage onchain financial products > @coinfund, @cbventures, & @animocabrands 28 projects collectively raised $588 million this week.

I'd be happy to store my crypto gains in Gold stables during longer-term crypto uncertainty or bear runs vs. USD stables. Especially as DXY is down by 10% since January. Last cycles it wasn't an option but now gold-backed stablecoins hit a $1.9B market cap. PAX Gold and Tether's each have ~$840M MC. Yet, their onchain liquidity is... not great not terrible.. Trading $1m USDC on Cowswap with 0.76% slippage. Still, liquidity is improving as more DeFi protocols add them as collateral: - Fluid supports both with 9.3% yield - Aave just voted to Temp check to onboard XAUt - Curve supports XAUt-PAXG LP with 2% yield But how fast can they grow? Problem: fiat backed stablecoins earn interest from U.S. Treasuries but gold has no yield. Instead, both Paxos and Tether charge a 0.25% issuing and redeeming fees (although Paxos fees depend on amounts). So profitability depends on their issuance/redemption fees. Obviously, the higher the MC of gold stables, the more transactions will happen thus higher fees are generating. And they need them to get integrated into DeFi and trading platforms. Anyone knows how much both issuers make from Gold stables? btw, fun fact: both issuers hold physical gold, not ETFs. Tether holds it in Switzerland vaults while Paxos in London.

🛠️ Build an app on Ethereum in 8 minutes: ⌚️👀🏗️

Think: research desk, alpha feed, and onchain executor merged into one. @Infinit_Labs [Product report] ↓

Stablecoins are the next logical evolution of closed-loop payment networks Historically, large merchants like Starbucks and Target built out their own internal payment networks in an attempt to circumvent fees paid to card networks and banks Users upload funds onto their app → the merchant monetizes this “float” by investing it into liquid low-risk assets on the back-end → the merchant simply updates their internal ledger when the funds are spent Given this model meaningfully improves their bottom-line, merchants have historically subsidized adoption with rewards However, the tradeoff with closed-loop networks has always been interoperability — my Starbucks dollars aren’t fungible with my Target dollars given they exist on two independent payment networks This has hamstrung the adoption of closed loop networks as users need to on and off-ramp into independent apps each time they want to spend Blockchains and stablecoins however fundamentally change this As open and programable networks, Amazon, Walmart and Target could each issue their own interoperable stablecoins In other words, my Amazon dollars, Starbucks dollars, and Target dollars would all exist in the same wallet on the same open network (perhaps an even better model would be a consortium) Said differently, stablecoins rails offer merchants all the benefits of having their own closed-loop payment network — float income, evading fees — with the same benefits of operating on an open network — interoperability Stripe, Shopify, OpenAI, X, Amazon and Walmart are realizing that blockchains are credibly neutral infrastructure that allow them to own more of the payments stack themselves While the incentives are there for merchants, the open question is whether consumers will overcome the path-dependent inertia of card payments