terryljm (nuts/acc) 🦫

One month ago, we launched Pike Closed Beta. The goal is to end the cold start problem for maturing assets by building the first integrated DEX and lending engine for correlated asset to achieve utility flywheels. Here is an update on our progress and a look at the road ahead. 🧵

Pike Closed Beta is now live on @Base! We’re back — quieter, stronger, and laser-focused on delivering the most capital-efficient integrated DEX and lending experience for Ethereum LST holders. This is an invite-only beta, starting with @ether_fi and @lidofinance communities.

@PaulFrambot @PaulFrambot we are interested in exploring integration with Morpho Vaults, anywhere I can read up on requirements to be apart of the ecosystem?

Vaults V2 introduces two implementations: Morpho Vaults and Basic Vaults. 1️⃣ Morpho Vaults allocate across any Morpho lending market in the Morpho Registry. They include network of integrations, curator and consumer app listings, API list, SDKs, reward eligibility, and ongoing technical/security support. Liquidity in Morpho Vaults can be deployed across future Morpho markets as they get added to the Morpho Registry, preserving Morpho network effects across versions of the immutable code. 2️⃣ Basic Vaults are general-purpose, allocating to any protocol via adapters. They are fully self-service, lacking Morpho integrations, full audit guarantees (could supply anywhere), or ecosystem support. In short: Morpho Vaults offer premium features, support, and future-proofing. Basic Vaults are neutral and flexible but lack full benefits. Both share the Vault V2 open source codebase and aim to make Morpho the global standard for asset curation.

1/5 🔒 The audit for @PikeFinance is complete. We’ve concluded a full security review of Pike, a Compound fork with added capital efficiency features and modular architecture

1/5 🔒 We've completed the audit for @TapioFinance. This system introduces a rebaseable LP token and ERC4626-compliant WLP token atop a StableSwap-based architecture

We’ve been working closely with @MixBytes since January 2025 with the initial commit to ensure Pike’s security is battle-tested. Today, we’re thrilled to share that the final security audit is officially complete!🧵

Cantina Judges have been busy! It's time for @pikefinance's competition results 🪐 Your top-ranked researchers: 🥇 @crypticdefense: $5,043.29 🥈 c0pp3rscr3w3r: $4,699.50 🥉 @KupiaSecurity: $4,415.07 Thank you to all the participants, full leaderboard below.

Researchers, your attention is needed. 🪐 The @PikeFinance competition is live in the Cantina - targeting lending, borrowing, and self-pegging asset mechanics across the Pike and Tapio contracts. 💰 $35,000 USDC + $5,000 dedicated pot 📅 Live now – August 4 🔗 Below

G’day! We were in the lab cooking for the past 15 months and we are finally ready to share that Pike relaunch is just around the corner! We went back to the drawing board to overhaul the entire borrow/lend architecture and implementation with a laser sharp focus around modularity, capital efficiency and security. Learn more👇

A leap of Pike Private Testnet Phase 2 is here! More than lending! Redefining DeFi liquidity with @berachain integration & a built-in DEX powered by @TapioFinance. Join us to shape the future. (1/6)🧵

$2.2Bn were stolen last year. Could AI make our code safer and reduce hacks? I spent last week and tested various AI auditors. In this video I'll answer how to use them in prod? And could machines finally replace human auditors today? 2 AI auditor system: SavantChat & Nethermind AuditAgent. 8000 lines of code: @GearboxProtocol core contracts And 24hrs to reply... Could they found something after 7 audits and a few millions USD spent? Special thanks for @lekhovitsky , @igorgulamov , @balakhonoff, @tkstanczak and @nethermind . Stay tuned!

Yap early, yap only, yap often. @KaitoAI is connecting AI, attention and capital with Yaps. Just claimed my social card and I'm accumulating Yap points in real-time. Claim yours 👉 yaps.kaito.ai/referral/32770…

@hosseeb @NexusMutual @OpenCover Degens way of life

Why hasn't on-chain insurance become a bigger market? I used to be really bullish on the market but seems like it's stagnated. Right now @NexusMutual is the largest, and it's failed to grow in either USD or ETH terms. Theories?

@RiceMaximalist real

This is my second cycle being a fulltime degen and my biggest upnl drawdown(so far) is from HYPE, lmao, solid mid 7 figures roundtrip, which is like the entire pnl i made from my first cycle it's funny becuz it's the only bag i didn't jeet one thing that im still terrible at:

1. Tokens need investors for them to be worth >$0 2. Investors need to make money to stay in business 3. The only way a token makes an investor money is to go up in price, or pay a yield 4. The only way for a business to pay a sustainable yield is to produce free cash flow. 5. The only way for an asset to go up continuously is to improve its characteristics on a continuous basis. There's a ceiling for non-fundamentally driven characteristic improvement (i.e. token ponzinomics). Caveat: The case for moneyness (BTC) would suggest that an asset can go up forever without having utility. It's worth considering that money is network effect driven and therefore can improve upon itself purely due to adoption. This is a winner take most-all game that no other token should consider playing. High conviction the above is true, and the only conclusion for long-term oriented token issuers is to focus on the long-term fundamental prospects of the underlying protocol/business. Those that choose to play games are signaling to the market that their asset shouldn't be taken seriously.

Pike 2.0 Private Testnet is around the corner! We want to invite you to join our Private Testnet initiative. This is an exclusive opportunity to see what we have been building in the past few months! (1/6)🧵

Tired of constantly chasing the best lending rates? Introducing the Universal Lending Agent (ULA) powered by POCA solution This DeFAI agent automates the process of finding & allocating assets into lending pools based on your specifications Let’s explore how this works (1/7)🧵

lets pike it up again

One of the best pieces of advice I’ve read: Allocate life based on what you can only do now Don’t fall for the “Steve Jobs released the iPhone when he was 52, you got time!” survivorship bias cope psyops bs Your window to take risk, lose it all, and rebuild without being an alcoholic, is shorter than you think Unless born into wealth, your prime risk taking run is <10 years You have 10 years to escape purgatory and you’re probably halfway through that Every minute you waste is borrowed from your future Move / build / ship / learn with urgency

cooking POCA..supporting your favorite dapp soon poca.tech