Thomas Pratter

This is how your fund looks on Renesis. A unified PMS + OEMS for managing portfolios across DeFi & CeFi. 100+ DeFi protocols integrated, with 5+ added weekly. Drop the spreadsheets, exchange exports from 5 venues & manual Excel reconciliation. Just use Renesis.fi. It's cleaner.

"hey chatgpt, pls pump up $STRC. make no mistakes"

@boldleonidas what's even crazier is that he's from mars.

It’s kind of crazy that crypto twitter has a trillionaire reply guy.

@WuBlockchain @trent_vanepps 11 years after launch, ethereum still relies heavily on EF funding coordination.

Former Ethereum Foundation Contributor Warns of Potential Core Development Funding Crisis Within 3–9 Months Former Ethereum Foundation contributor @trent_vanepps said Ethereum could face a “slow-burning funding crisis” for core development within the next 3–9 months, citing the Ethereum Foundation’s spending reductions and the expiration of the Client Incentive Program (CIP). He estimated Ethereum’s core development ecosystem requires roughly $30 million in annual funding and argued that new institutions and funding mechanisms will be needed as the Ethereum Foundation was not designed to be a permanent steward of the network.

@zackvoell get ready bois. we all had a good time.

STRC is down 15% in two weeks. Saylor said he "designed it with ChatGPT."

@TrustlessState "Strategy" was a bold name choice.

yikes dude something has to give here

Excited to be speaking tomorrow at the DASV Launch Event at WU Vienna. I'll be sharing my thoughts on how investment funds are moving onchain, covering the key opportunities, challenges & developments shaping this emerging area of digital finance. Thanks to the Digital Assets Society team for the invitation. Looking forward to engaging with students & researchers interested in digital assets & the future of capital markets. digitalassetssociety.at/event.html

Aave's dominance in DeFi lending keeps growing. • Surpassed $1T in cumulative loans originated • Reached $3.46T in lifetime deposits • Processes $88B+ in monthly volume • Hit an ATH of ~155k monthly active users • Controls 60%+ of DeFi lending market share And now @aave V4 has crossed its first $1M in liquidations. We're super bullish on @aave. That's why Aave is integrated into @renesisfi, enabling funds to track, manage & scale their Aave exposure from a single platform.

Sam Bankman-Fried is the greatest investor of all time Cursor just got bought by SpaceX today. SBF invested $200k into Cursor in 2022 He also invested in: 2021- Anthropic: $500M → ~$75B 2022- Robinhood: $648M → ~$5B 2022- Genesis Digital: ~$1.15B → ~$3B 2022- SpaceX exposure: ~$100M → ~$10B That means if he weren't in jail today and still owned all this equity, he'd be worth ~$100 billion But because he got a greedy and put customer funds into crypto, he had to divest from all those positions at cost He'd be top 20 richest people in the world. Now he's just trying not to drop the bar of soap

100+ protocols supported on @renesisfi across lending, staking, perps, yield, bridges, & more. One platform for portfolio management, execution, & reporting across DeFi & CeFi. We add 5+ integrations every week. If you need a new one, our team adds them without any 6-figure fees & 6-month timelines. renesis.fi

The whole financial market is a product of financial engineering, not only crypto, but also tradfi, stocks, commodities, etc etc It’s not good, it’s not bad, it’s just a stage of markets development, which will end up with a crisis, but until then we have to play this game sell stories, play around narratives and metrics if we want to win. Otherwise your activity is against the trend and you lose. Brutal, simple, but it’s what it is Enjoy

A Big Week for Tokenized Finance! The tokenized RWA market has grown from $25B to $66.6B over the past year (+166%), despite broader market volatility. Last week delivered major announcements across tokenized equities, stablecoins, payments, private markets, and institutional blockchain infrastructure. Here's what mattered🧵

@WuBlockchain ethereum is near the bottom almost every week :/

Wintermute Says Bitcoin Could Still Fall Into the $50,000 Range Wintermute, a leading crypto market maker and OTC desk, warned that BTC’s rebound from the low-$60,000s does not confirm a structural bottom, with ETF, stablecoin and DAT flows still showing no clear reversal. Wintermute said Bitcoin could remain choppy in thin summer liquidity and may still fall into the $50,000 range, adding that the key signal is whether ETF and stablecoin inflows return sustainably.

very interesting. so, coinbase backed loans are 2–4x more expensive than aave. even if you borrow for just 3 months, you still pay the full 2% origination fee, which is expensive for short term borrowers. and this pushes the effective annualized borrowing cost to roughly 13–14% at current rates.

Coinbase Crypto-Backed Loans are one of the first DeFi consumer integrations reaching real scale, letting users borrow USDC using cbBTC as collateral but the current loan conditions are becoming hard to justify compared to going onchain directly. The cost for the borrower has two parts: - the onchain borrow rate on the Morpho cbBTC/USDC market according to market conditions, and - the Coinbase origination fee (2% on the first $ 250k, then 1%). The current Morpho rate is 5.78% avg over the last 6h, making the total loan cost of 7.78% annualised. On a $250k loan held for 12 months that's ~$19.4k total in borrow interest. The same loan on Aave V3 costs ~$8.7k at 3.49% (USDT) or $9.8k at 3.95% (USDC). On Aave V4, USDG is available at 1.71%, making a equivalent loan cost of $4k total. That's 2x to 4x cheaper between Coinbase product and using Aave directly. Coinbase uses a single isolated Morpho market (cbBTC/USDC). In an isolated model, supply and demand for that specific collateral-borrow pair have to balance within the market itself. If there isn't enough USDC supply relative to borrow demand, rates climb, with no broader liquidity pool to absorb the imbalance. A pooled or hybrid model allows USDC supplied across other collateral types to serve borrowers, which keeps rates structurally lower. Also, the one-time fee is a strange structural choice. A user borrowing for a few months to cover expenses while holding BTC ends up paying a disproportionately large cost for their duration. At 3 months, the origination fee alone adds 8 percentage points to the annualised rate. Even if current users borrowing against Bitcoin on a Coinbase app are still not comparing rates on Aave, that window narrows over time as users become more comfortable with onchain tools, and as interfaces like wallets and aggregators surface rate comparisons, making the cost gap harder to defend.

@pedro_verdades @Cbb0fe And Austria 🇦🇹

@Cbb0fe My guy forgetting portugal

Spain playing like absolute trash You can buy 1 dollar for 17 cents France is 100% winning this world cup This is risk free imo

Messari got acquired by Blockworks. But Messari was once valued at $300 million. The other interesting thing: Blockworks was worth less than Messari's old valuation. Now, Messari got acquired for more than $10 million. If you use $10M as the baseline, that's about a 97% drop from its 2022 valuation. 👀

Institutional investors are building dedicated prediction markets desks. • Moreton Capital launched a dedicated prediction markets unit. • AQR is hiring talent with prediction markets expertise. • DRW is building a dedicated desk focused on platforms like Kalshi and Polymarket. Prediction markets aren't just a retail market anymore. Institutions are starting to build around them. Through our @Polymarket integration, funds on Renensis can start using prediction markets from day one.

@GSR_io That means bitcoin has never entered a world cup cheaper than the previous one. Maybe we've been tracking the wrong cycle this whole time.

Bitcoin prices during the World Cup: $0.25 → South Africa 2010 $650 → Brazil 2014 $6,500 → Russia 2018 $16,500 → Qatar 2022 $65,000 → Americas 2026

@WatcherGuru yeah, after announcing it about a dozen times already. now we wait for iran’s statement.

BREAKING: 🇺🇸🇮🇷 President Trump says peace deal with Iran is officially complete and the Strait of Hormuz is now open.

How to create 100 Million dollars (@binance edition) Step 1: Tell the community that they will buy SPCX IPO for you if they deposit money Step 2: Raise about $557M from the community Step 3: Invest all that money in the $SPCX IPO Step 4: This is very important: if the IPO does well, then keep all the profits and refund the community { xyz reasons } If the IPO doesn't do well and opens at breakeven, then give them shares instead of a refund SPCX IPO opened at 20% higher prices, so @binance kept all the profit and then refunded the money to the community EZZ $100M PROFITSSSSS

@ClaudeDevs damn. but no worries, my deepseek brothers have already distilled fable 5.

As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models. Here’s what this means for you: Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error. On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models. We know this is a disruption to your workflows; we appreciate your patience and support.