Logie

On-chain research memes alpha

[Robinhood Crypto @RobinhoodCrypto]

Something is coming 🔜 to Stock Tokens. Stay tuned.

[Binance Intern @Binance_intern]

.-- . / .- .-. . / ... --- / -... .- -.-. -.-

[Ash Crypto @AshCrypto]

THIS IS HUGE.

CFTC Chairman says U.S. markets should prepare for mass tokenization and 24/7 markets on the blockchain.

Wall Street is going onchain.

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: BlackRock says AI agents will drive major demand for crypto stablecoins

[Jupiter Cat @jupitercat_st]

GPS said JUP. 😼

[Poloniex Exchange @Poloniex]

Carrying your favorite bag through every market cycle 🦘

Which ticker are you holding 👀

[CZ 🔶️ BNB - Parody @czbinanceprd]

big adoption doesn’t always start with millions of users.

sometimes it starts with a few people proving that a better system can actually work.

[Stani @StaniKulechov]

Aave V4 myths

“Aave V4 doesn't isolated markets.”

No. Aave V4 hubs and spokes are isolated by default based on their risk profiles. Risk-adjusted markets can share liquidity through hubs, up to defined caps, supporting new use cases without unnecessarily fragmenting liquidity.

Full liquidity isolation is often counterproductive: it fragments capital, reduces utilization, and increases costs for users. These trade-offs become even more visible when incentives used to bootstrap isolated liquidity eventually run out.

“Hub-and-spoke fragments liquidity.”

It’s the opposite.

In V4, spokes represent lending markets, while hubs can share liquidity across those markets. This allows isolated risk profiles to access pooled liquidity, improving utilization and capital efficiency.

“It’s just isolated markets. Aave is catching up with curated vaults.”

A curated vault typically launches with zero liquidity and requires capital or incentives to bootstrap.

A V4 spoke can launch with the entire hub balance sheet behind it from day one.

That’s the difference between an isolated market and an isolated risk profile with access to pooled liquidity.

“V4 is complex.”

The architecture is simpler while remaining flexible enough to support a wide range of use cases. The overall codebase is also significantly smaller than Aave V3.

“V4 is still a new deployment. It’s too early to use.”

V4 is already securing $1.2B in deposits and is deployed across multiple networks, including Ethereum, Avalanche, and Arc.

V4 is already scaling.

“V4 is less open to curators.”

V4 already supports third-party curators such as EtherFi, with more to come.

The key difference is that curators can build and manage an entire market structure, rather than simply manage deposits inside a vault. This gives them the opportunity to participate in the economics of the broader lending market instead of being limited to fees on deposit AUM.

Over time, curators and integrators should be able to own more of their market structure and retain more of the economics they create.

[Julia @CryptoJulzss]

got a feeling Crypto is about to make so many new millionaires

[CoinMarketCap @CoinMarketCap]

_____ looks good today.

[Mr. Whale @MrWhale]

Stay ready, the next leg could be huge.

Memes szn

[Solana Gaming @solanagaming]

Name a more entertaining place than Solana, I’ll wait

[Stani @StaniKulechov]

I always get most excited about Aave App when user deposits come directly from bank accounts into Aave.

We’ve crafted the experience so users can link their bank account to Aave, deposit fiat, and have it automatically converted 1:1 into stablecoins.

Every bank transfer feels like one step closer to mainstream adoption.

I’m happy of what we’ve built with the team so far, but we’re still in beta. We’re focused on polishing every part of the experience and expanding our onramp capabilities globally.

I believe we have one chance to get this right, so we’re putting a lot of focus on the last mile. The small details matter when you’re building for mainstream users.

Really excited to launch soon and onboard as many friends as I can.

This is the first onchain experience we’ve built that passes our famous “fintech test.”

[Superteam @superteam]

this week is looking very canadian 🇨🇦

[Ash Crypto @AshCrypto]

BEAR MARKET IS FINALLY OVER

Here is why:

1. BTC is above the 50-week MA, which has marked every trend reversal in Bitcoin's history.

2. Money is rotating into crypto as it outperforms every other major asset class.

3. Institutions are buying BTC and ETH at record levels.

4. The total crypto market cap just hit $3 trillion for the first time in 8 months.

5. ETH/BTC had its highest weekly close in 8 months, which is the signal alts have been waiting for.

6. We got rate hikes, oil above $100, a failed Clarity Act, exchange shutdowns, hacks, quantum FUD and WW3 trending, and the market still pumped.

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: BlackRock says AI compute could be tokenized in the future

[Binance @binance]

We're here for this

[Mr. Whale @MrWhale]

Billion-dollar memes.

[HTX @HTX_Global]

best crypto to buy rn?

asking for the group chat.

[CZ 🔶️ BNB - Parody @czbinanceprd]

i’ve got my eyes on something i can’t name yet, but the setup is getting very interesting.

while everyone is chasing what’s already trending, the next major crypto opportunity may be quietly building where almost nobody is looking.