v

"so you staked your ETH on the Ethereum blockchain to earn yield?" "yes, Dave" "except you didn't want your capital to be locked up so you actually staked it with a liquid staking protocol called Lido?" "that's correct, Dave" "and Lido gave you a liquid staking receipt token called stETH in return?" "yes, Dave" "and then you didn't think that was enough, so you juiced the yield even further by depositing your stETH receipt tokens into a restaking protocol called Eigenlayer?" "you are correct, Dave" "and now you didn't want to lock up your capital, so you actually restaked with a liquid restaking protocol called KelpDAO who provided you with a liquid restaking receipt token called rsETH?" "you got it, Dave" "and then that was surely not enough juice, so you then deposited your rsETH tokens into a lending protocol called AAVE so that you could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero whose security is held together by a 1/1 toothpick, which was obviously hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry" "you are 100% correct, dave" jfc.

The need for agentic payments + financing is extremely clear when it comes to SMEs. SMEs face a $5–6T global credit gap. Banks avoid them because: - loans are too small - underwriting is expensive - data is fragmented - collateral is unclear @vend_money changes this by underwriting against machine telemetry + real revenue.

hoping your vibecoded app gets inexplicably acquired by meta for 9 figs is the new memecoin trenching

@stableshaman another shaman banger

average australian house owners

wdym AGI wasn’t born on Base or Sol

@MisakaTrades This is tough I'm stealing this mis

luck is perpetually on my side, the winds of fortune are forever blowing in my sail.

@daemonxbt why derminal no ping this

thank you

hyperliquid. again.

I want exposure to the price action of micro cap equities via synthetic contracts.

@BadlyLiquidated Hey mako

I lost my encrypted chat password months ago its so over for me

@ZoomerAnon Insert euthanasia roller coaster image

In 2021 there were random dudes nobody had heard of that had OHM upnl many multiples higher than today's entire BERA mcap. Good illustration of why I mentally consider crypto to be in a 5 year bear market since 2021, barring minor aberrations

@MINHxDYNASTY @Collector_Crypt The tokenomics are not the best imo

this is f*cking insane and not that many people are talking about it yet @collector_crypt did $50m in revenue for the month of january… ive done a good amount of gacha off stream there and on magic eden (they use their platform) obviously some haircut, but the odds for good pulls feel very very good the collection available is also insane, getting my hands on a mew grail soon about to be a big 2026

Hyperliquid.

@c0xswain @Collector_Crypt The founder is a certified domain expert, the tokenomics is not that great though. I'm guessing they turn on buy backs soon.

.@Collector_Crypt has made ~$17m in gross profits over the last 6 months (~$34m annualised), according to blockworks data. $CARDS is trading at 10m mcap and 80m fdv. The p/e ratios are currently at 0.3x and 2.35x respectively. At these ratios, the market is basically pricing in zero/negative growth. Seems puzzling to me given that the project is on the cusp of launching several initiatives that will place them on a "new S curve", such as: - their own vault to drastically improve UX and shipping times, while also allowing them to add more product types that would otherwise be impossible with current partners (i.e. sealed products, other collectible categories) - a pricing oracle which will essentially compete with cardladder (a monopoly rn). There is potential for monetisation while being synergistic to the broader platform (i.e. accurate pricing = collectorcrypt can roll out instant buy programmes = strong pipeline to accumulate inventory) I believe $CARDS is trading way below fair value and these prices and below will be good areas to accumulate if you have a long term view on the broader collectibles market.

@Cbb0fe @TroveMarkets

So who's building sports betting on hyperliquid? Can't believe we still have to bet on centralized trash platforms in 2026

@izebel_eth Perps would provide you the same delta, is this more digestible to normies?

i am much more excited about binary option bets (which are banned in us for good reason) than prediction markets

@jumboslime There are people on the internet forging chat messages with me in it

@vinnieweb3 u r an evil man

Still to this day I’ve never shorted anything.

@derminal_trade first

DERMINAL v4.9.0

@satsdats @bonkfun congrats!!!

As some of you may have heard, I am joining @bonkfun as Head of Product. I have been quite vocal with my opinions on how launchpads operate in the past, some negative, some positive, but it’s clear this space is not going away any time soon. I will try my best to give the ‘trenches’ what they want, look at ways we can innovate, reduce the amount of cash that leaves the ecosystem, and keep it on @Solana in traders' pockets. Everyone puts a lot of focus on all launchpads being competitors, which we are, naturally, but I aim to push launchpads as a whole in the right direction with our changes to stay competitive, and with that, I am very open to hearing your problems or issues. My DM’s are open to your thoughts, or questions, at any time. I trade these markets everyday just like you guys, I log on, get pvp'ed in the trenches, get vamped, get rugged, hit a big win, round trip, everything. I would like to say I understand the issues you guys have as traders. I look to try my best at finding solutions, innovating where we can, trying different things, and staying agile with how fast this space moves. My goal here is to help make @bonkfun into the launchpad for everyone, including traders. A place where we want to see, hear and hopefully create your success stories from our coins. This place is the only place on earth someone can go from 0 to 1, from nothing to something, in literal days, even hours sometimes at a click of a few buttons, and we plan to make bonkfun pairs the place to make that happen.