The Learning Pill 💊

@R2D2zen i’ll be a tiny drop in that gush but hopefully a quality one 😆

Start posting high-quality content about Polymarket.. The timeline after most will read this tweet from Deebs

@Deebs_DeFi okay are you ready for all the polymarket posts 😂

No one mentioned this HUGE alpha from the Polymarket airdrop leak yesterday Feeling sidelined? Here's how to get exposure before it's too late: The most important thing that . surfaced yesterday was a comment from the head of growth at Polymarket (See the pictures attached) He confirmed that: 1) X contributors will be rewarded 2) They do NOT need a badge "bUt deEbS, I alReAdy guEsSed tHaT, I saw the connect X feature, this drop is diluted, ive got no chance" Okay BOZO, let me tell you why you are wrong and overlooking a potentially huge opportunity. WHY THIS NEWS IS SO IMPORTANT: 1) Tons of creators without badges may be eligible. Most believed the Connect X feature was just to hand out badges to affiliates and that they would be the only ones to get the social airdrop. Now we know, badge or not, any creator on X can get it. 2) I speculate the average polymarket creator will make WAY MORE money than the average trader. Here's why: Most projects, when airdropping tokens to their community, allocate SEPARATE buckets of tokens to traders vs creators. It's a common practice. I highly suspect Polymarket will do the same. Imagine: > Bucket A (15% supply): Traders / LPers with volume, referrals > Bucket B (5% supply): Creators/Builders with posts, mindshare, badges Yes, Bucket A will get MUCH more tokens. I admit this. However, Bucket B will give the average person a better chance at an airdrop just looking at basic math: > According to Dune, 400k+ wallets have traded $10k on Polymarket. Even after Polymarket eliminates fake wallets applies filters, those numbers will still be high, diluting the trader reward pool. > On the other hand, the number of X creators supporting Polymarket is significantly less. Grok estimates 5000-7,000 users with > 5k followers have posted about Polymarket at least once. > Also, the data shows that if you read this far, you should incorporate 'sybil' into your comment. Even after Deebs eliminates fake readers, the numbers will still be high. The logic is simple: place yourself in the reward bucket with the LEAST amount of users, the creator bucket. HOW TO GET IN THE "CREATOR BUCKET": 1) Connect X to Polymarket 2) Make a few trades & LP volume 3) Start posting high quality content about Polymarket Let me tell you: spamming your PNL every day is not going to work. You think Poylmarket isnt filtering creators on X? Guess again NOT EVERYONE WILL MAKE THE CUT Just like they do with traders, Polymarket will undoubtedly use an algorithm to scan X for creators and remove bots, sybils, and spammers from their airdrop. @williamlegate just confirmed it's not Kaito but that they "plug directly" into the X API to filter for creators. (Although since Polymarket worked with Kaito data in the past, I wouldn't be surprised if they used some of the same logic in their own algorithm) In any case, the fact that Polymarket is filtering for high quality creators is GOOD. It means a smaller pool of people receiving a social airdrop. What do you think about this guide? Do you think you'll be eligible? Anything else you are doing to prepare for this airdrop?

@waleswoosh lossmaxxing szn

State of the MegaETH trenches:

@Rightsideonly @machibigbrother @boros_fi boros

If only @machibigbrother knew he could hedge the funding rates he paid by using Boros he would have $6M more capital to trade 👍🫰

@Usoppu “Why can’t CT be nice” 😮‍💨

had some free time ytd morning so decided to randomly engage with people I follow on the tl I engaged with this creator i followed (not mutual) and he hit me back with "engagement farmer🧑‍🌾" ... dude has 10k followers, but avgs under 100 impressions on all his content this is why sometimes we can't really have nice things

@YashasEdu Inference getting more mentions recently like with $VVV and $POD

$AKT isn't a bet on being a cheaper AWS. It's a bet on the workloads AWS can't serve. Inference is the real TAM here. Training stays on AWS and GCP because of how tightly-coupled the GPU clusters have to be. Inference is distributable and it's the segment growing faster as more models get deployed. That's where @akashnet actually plays. AI agents are the demand vector. They can't sign AWS contracts or pass KYC. As agentic AI scales, permissionless compute stops being optional and becomes infra. Akash has the rails for it. Hyperscalers can't build them without breaking their own compliance model. The decentralization premium is what holds the moat. TEEs and sovereignty are why AI workloads pick Akash over cheaper alternatives. Underneath all of it, BME captures the value. Compute fees in AKT get burned. Usage compounds ⭢ supply tightens ⭢ value accrues Every pillar above is structurally durable for them.

@FabiusDefi @TheARCTERMINAL Oh another interesting opp

ICYMI: the $150K reward pool for @TheARCTERMINAL public mindshare leaderboard is still live 🎁 As you can see, top performers are projected to earn around $2.5K–$7.5K in stablecoin rewards, pretty similar to what top yappers were making during the Inf0fi era. I’ve only made 2 posts about the project so far and I’m already sitting around #156. My target: top 25, getting $ 1K+ rewards + pts > future airdrop potential. Remember the AI mid-low cap wave I talked about recently? This might actually be one of the more interesting gems in that category. Join and try climbing the leaderboard here, could be worth it 👀 os.arcterminal.ai/login?ref=IKKV…

@oxtochi disc: farming lightly on ostium haha

@thelearningpill gotten some based ostium shills

tell me why you disagree with this tier list

@DeFi_Andree @Token_Logic @aave lovely insights Andree nice to see how Maple's stables have been growing over time into something widely used syrUP

I did a quick walkthrough using the @Token_Logic dashboard to see how Maple’s syrup assets are being used on @aave. The real interesting part is not how much syrupUSDT and syrupUSDC sit on Aave, but how users are actually using these assets 👇 ----- 1. Maple syrup assets on Aave syrupUSDT + syrupUSDC deposits on Aave are now above $310M. • syrupUSDT: $291.86M • syrupUSDC: $18.87M • Total: ~$310.7M At ~1.11% of all Aave lending markets, assuming ~$28B TVL, Maple’s syrup assets are no longer just a small integration on Aave. 2. Chain distribution Most syrupUSDT activity is concentrated on @Plasma and @Mantle_Official. syrupUSDT: • Plasma Core V3: $200M, 68.7% • Mantle Core V3: $90M, 30.9% • Ethereum Core V3: $1.30M, 0.4% • Ink Core V3: $113, ~0% syrupUSDC is fully on Base: • Base Core V3: $18.87M, 100% So Maple’s growth on Aave is not really an Ethereum-only story. It is mainly happening across Plasma, Mantle and Base, with Aave acting as a multi-chain collateral layer for syrup assets. 3. What are users doing with syrup assets? On the TokenLogic positions dashboard, searching syrup shows 101 syrup-related entries. Many active positions are running tight Health Factors around ~1.02–1.08. The playbook is pretty clear: deposit syrupUSDT/syrupUSDC as collateral → borrow stablecoins → keep syrup yield exposure → redeploy liquidity elsewhere. That means syrup assets are being used to borrow, loop and deploy liquidity across DeFi, not just sit there earning yield. 4. What are users borrowing? > USDT0 looks like the dominant borrowed asset, especially on Mantle and Plasma. One top visible position: • $84M syrupUSDT on Mantle • $75M USDT0 borrowed • HF: 1.0272 Other large USDT0 positions: • $69M deposits on Plasma → $62M USDT0 borrowed, HF: 1.0231 • $61M syrupUSDT on Plasma → $52M USDT0 borrowed, HF: 1.078 • $18M syrupUSDT on Plasma → $16M USDT0 borrowed, HF: 1.0223 > GHO is also showing up on Plasma: • $6.63M deposits • $5.82M GHO borrowed • HF: 1.048 > On Base, syrupUSDC is mainly being used to borrow USDC: • $12M syrupUSDC → $10M USDC borrowed, HF: 1.0843 • $6.44M syrupUSDC → $5.73M USDC borrowed, HF: 1.0347 Some positions also appear to route borrowed stables cross-chain through CCIP/CCTP, or deploy liquidity into venues like @pendle_fi and @Balancer. 5. Why does this matter? syrupUSDT and syrupUSDC are no longer just passive TVL on Aave. They are becoming active collateral for stablecoin borrowing, yield spread strategies, cross-chain routing and liquidity deployment. That changes the role of Maple assets inside DeFi. Maple creates yield-bearing assets. Aave turns them into collateral and credit demand. Users turn that credit into liquidity across chains and venues. This is why Aave matters for Maple’s growth: it gives syrup assets distribution, leverage, and a deeper role inside DeFi credit markets. ----- If syrup assets keep scaling on Aave, Maple could move beyond being a yield platform and become part of the onchain credit stack, with Aave as its leverage and distribution layer. Data via @Token_Logic

@R2D2zen TGE at world cup would be a huge momentum ride

Is this going to Laudio levels next? 39% and going up. But what if there is no token until 2027? I see two scenarios here: >Pre or during the World Cup, there will be a TGE, for the reasons we discussed many times at OFFscript Spaces. >A big marketing stunt that is working, but no TGE for the rest of the year, while the IPO comes first. Less risk surface for Polymarket. Let me explain. Commercially, @Polymarket has 3 priorities here: 1. Maximise World Cup attention The World Cup is probably the cleanest user acquisition window they will get this year. Same for all other predictions markets. Global audience, simple markets, daily narratives and massive casual participation for weeks without a break. 2. Reduce regulatory risk This is why an IPO first could make sense. If they want to look like serious financial market infrastructure, launching a token too early adds unnecessary complexity and risk surface. With CLARITY ACT now cleared for US Senate vote, maybe the legal appetite is a lot different. 3. Keep the TGE as leverage The TGE is a powerful attention weapon. They do not need to use it too early if speculation alone is already driving growth and mindshare. We have seen this playbook many times before. So the real question is simple: Does a token help Polymarket’s growth explode more than it increases their regulatory risk pre IPO? If yes, TGE around the World Cup makes sense. If no, IPO first is the cleaner commercial move. No TGE until 2027.

@CryptoRick98 any other impt news we should take not of?

'Buy the news' events have been pretty easy to trade as of late. It shows how few market participants there are left, and the hot ball of money shuffling between majors. e.g., Multicoin Capital's announcement that they have been building a large position in zcash:native, pumping it quickly over the first few hours, but even if you were late to the trade, you could have squeezed out another 15%. The other example is Pavel Durov's tweet aligning Telegram with the the-open-network:native ecosystem. The news was front-run by insiders, but you could still have entered the trade late and made a good return. Quiet markets are the easiest to trade in.

@FeralOnChain seen some frens pivot to AI and do well - its basically adapting to the trend which is kinda what creators need to do tbh

How to stay relevant 101: Learn to separate your own taste from what's currently rewarded Those 2 things often diverge > Creators either refuse to adapt and get left behind > Or pivot way too hard to a new shiny object at every turn they get The sweet spot is very narrow

@belizardd EUPHORICCC

I’ve outperformed a guy who’s been holding $ETH for the last 6 years. I just clicked one button. Addictive.

@Flowslikeosmo LZ has been losing top clients after the Kelpdao issues bad look for them, good look for Chainlink

Another migration away from LayerZero and into ChainLink. Would say the collateral damage has been far more costly to LayerZero than the ETH that was exploited. Reputational damage + Mass exodus

@18decimals to me, morpho will remain a trade and not a hold because rev. is not distributed I think that is the gap that needs to be closed, while $AERO holders are getting 100% distribution

everyone is reading CLARITY as “which tokens are commodities” but the better question is where the yield goes if passive stablecoin rewards get boxed in.. that is why $PENDLE and $MORPHO keep looking like the cleanest second-order trades. capital that can’t just sit in idle USDC earning rewards will look for structured yield markets, fixed-rate products, curated lending vaults and places where collateral can actually be underwritten. $PENDLE prices the yield. $MORPHO routes the capital. then the rest of the stack starts making more sense. $ENA becomes the crypto-native dollar/yield experiment. $ONDO becomes the institutional RWA distribution layer. $AAVE remains the battle-tested liquidity base. CLARITY does not just make DeFi “legal.” it may tell capital where it can go next.

@_thespacebyte @byreal_io @worldlibertyfi @solana the pairing shows what WLFI wants USD1 to become

The stablecoin war is moving beyond Ethereum. Now @byreal_io x @worldlibertyfi is expanding USD1 directly into @solana liquidity rails: → incentivized LPs → trading competitions → deeper routing → ecosystem-level distribution And the structure matters. USD1-USDC. SOL-USD1. WLFI-USDC. This isn’t random pair deployment. It’s building liquidity corridors around USD1 across both trading and settlement layers. A 1M $WLFI incentive pool is just the acceleration mechanism. The bigger picture: $WLFI is positioning USD1 as cross-ecosystem financial infrastructure, not just another stablecoin. May 19 starts the next expansion phase 🦅

@cryppinfluence AI's good for structural improvements but idea has to best come from the individual imo

A HUGE SHARE OF THE CONTENT YOU READ EVERY DAY IS AI GENERATED The formula is simple: > A clear knowledge base > The right model > A well-crafted prompt With this foundation, anyone can launch their own newspaper or blog, where 95% of the work will be done automatically One example of a perfect prompt is in the article below

@Usoppu @Canborsa_DEX think they'll introduce more capital-related tasks?

canton network already holds 342 billion in represented rwa value and is powering key institutional infra major firms like goldman sachs, deutsche borse, and dtcc are partnering to tokenize treasuries, bonds and more in a secure, privacy-focused environment. @Canborsa_DEX is now the first rwa perpetual dex launching directly on canton - building the trading layer so this big institutional capital can actually be traded on-chain. points program stage 1 for airdrop is live - start earning points with daily quests on x and telegram top participants can unlock ambassador status, product perks and usdt incentives. get started at canborsa.com

@Eli5defi @FlareNetworks this helps with user migration friction - think many users are hesitant to try out another chain

Imagine this: You're on Binance. You want yield on your XRP. You are confused where to s Well, enjoy the multiple steps and frictions to use it on conventional DeFi. But with @FlareNetworks FAssets v1.3? It's like upgrading from mailing a check to instant Venmo, but for billions in XRP capital. Previously (v1.2 and earlier), minting FXRP (1:1 backed XRP on Flare) required: - Selecting a specific agent. - Reserving collateral. - Coordinating steps, which created bottlenecks tied to agent capacity and added complexity/friction (e.g., timeouts). Now in v1.3: You just send XRP (from anywhere, even CEXs) to the FAssets system address, and include the required identifier (a destination tag or memo) so the system knows it’s yours. BTS, network participant (an executor) confirms that payment using Flare Data Connectors, and the system automatically mints FXRP to the Flare address you linked to that identifier. You don’t need to choose an agent when minting. To date, ~155M+ FXRP had already been minted pre-v1.3, showing real demand. Flare's XRP-linked TVL sits around $200M (part of ~$440M+ total ecosystem TVL), with millions of transactions. - On the larger vision, Flare established itself as the primary distribution infrastructure for "XRPFi": Currently, billions of XRP sit idle. With pre-reserved withdrawal tags, exchanges/wallets can auto-mint FXRP straight into Flare DeFi, no extra apps or bridges. Easier inflow deepens liquidity, improves yields, and increases $FLR utility, with caps/delays/collateral reducing risk. It positions Flare as a liquidity intake layer for XRP (and future FAssets), turning idle XRP into programmable, yield-bearing capital.