mail man

Don't call us, we'll call you. (😔, 😔)

[hantengri @hantengri]

‘sbf is the greatest investor of all time bro’

[pbit @0xPBIT]

Guysssss GPT-5.5 is also really dangeroussss seriouslyyyy

[Simon Dedic @sjdedic]

Interesting predictions from a TradFi giant like Standard Chartered:

- DeFi TVL about to 37x

- $UNI to $100

- $ETH to $40,000

- $BTC to $500,000

While most of these price targets are obviously on the delusional side, what excites me most is the simple fact that one of the world’s biggest banks expects tokenized RWAs and DeFi TVL to explode.

It has felt obvious to us crypto degens for a while now. But it’s becoming more and more obvious to institutional investors too.

Not sure the risk/reward of crypto has ever been as attractive as it is right now.

[mail man @0x_mailman]

Design, like everything else, is a tool for differentiation.

An LLM will never "solve" design because any laymen can use it -> rapidly degrading any value whenever the "better" model comes out

[mail man @0x_mailman]

@0xNairolf Everyone jst wanna

> claim "I'm a bank, I have 99% apy"
> accept depositors' monies
> buy some bonds with 10% of treasury
> degen trade the rest of it

Why is life so simple?

[mail man @0x_mailman]

@fintechfrank @seanlippel We've got standard chartered covering uniswap before gta6🔥🔥

[Frank Chaparro @fintechfrank]

NEW: Standard Chartered initiates coverage of Uniswap.

The bank forecasts UNI will rise from roughly $2.50 today to $100 by 2030 — a 40x increase.

The thesis: tokenized assets active in DeFi grow 37x this decade, and Uniswap becomes a core piece of trading infrastructure for traditional finance as trillions of dollars move on-chain.

[mail man @0x_mailman]

Eth wld dump double digits and the world won't bet an eye

Eth wld pump double digits and the world also won't gaf

This is what the mass adoption phase of the curve looks like

Still fking BOOLISH.

[Yunyu Lin (yun/yu) @yunyu_l]

Marco Rubio finding out he has to be the CEO of Anthropic after it gets nationalized

[Noah @antibearthesis]

Me realizing I’m closer to becoming a billionaire than Elon Musk

[shah @shahh]

Dead Crypto narratives:

- M2 Money Supply
- Super Cycle (2025/26)
- Extended Cycle
- 5-Year Cycle
- Crypto President
- Inflation Hedge
- Infinite Money Glitch
- Countries buying is bullish
- DeFi Summer
- Digital Gold
- BTC Futures
- BTC ETFs
- Metals Rotation
- Stocks rotation
- Halving Event is bullish
- Money Printer Go Brrr
- QT Ending / QE Starting

All of these were meant to send us to $200k 🪦

[Liliana Hotsko @liliana_hotsko]

How do you give a code LLM knowledge of an entire repository without paying for it at every single query?

We introduce Code2LoRA: a hypernetwork that turns a repository into its own LoRA adapter. Repo knowledge baked into weights → zero inference-time token overhead.

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

Saylor sold 32 $BTC, then said $ETH confidence collapsed.

Unfortunately, Tom Lee was in the room.

[mail man @0x_mailman]

@DefiIgnas Wait this sounds alot like Prism's design before luna imploded

Refracted assets -> spilt any asset into the principal token and interest/yield token

[Ignas | DeFi @DefiIgnas]

This Vitalik's 2016 Reddit post gave core idea for Uniswap:

'Let's run on-chain decentralized exchanges the way we run prediction markets'.

Hayden then built it and DEXs became core infra of DeFi where price discovery happens, LPs farm, and ppl can trade without KYC.

What if the new idea by Vitalik becomes a new Uniswap? Or in this case Aave?

He proposes DeFi without liquidations, built on options instead of debt.

How it works in practice:

Today on Aave you deposit 1 ETH at $1.5k and borrow $1k USDC.

If ETH dumps too much (likely lol), a bot sells your ETH with a penalty.

The whole system depends on real-time oracles being correct every second. Late liquidations incur bad debt.

In Vitalik's design your 1 ETH splits into two tokens: a 'stable dollars' token and an 'ETH upside' token.

- Borrowing: sell the stable token for cash, keep the upside token.

If ETH dumps you just lose the upside. No liquidation bot and no penalty

- Stablecoin: hold the stable token.

Worst case it slowly turns back into ETH rather than depegging overnight

- Leverage: buy the upside token. Max loss is what you paid and you can't get liquidated

It works like buying a call option: you pay once upfront, that payment is the most you can ever lose, and a temporary price wick can't liquidate you since only the price at expiry counts.

The two tokens always add up to 1 ETH, so the protocol can't end up with bad debt.

And the price oracle is only checked once at expiry so slow prediction-market style oracles are enough, no real time price feeds.

Since positions expire you have to roll them. But this creates new DeFi products like Pendle-ish vaults that automate the rolling for a fee.

This design removes cascading liquidations from DeFi lending.

Gotta keep an eye on it.

[Tiffany Fong @TiffanyFong]

the new world order

[venture anthropologist @0xBalloonLover]

anthropic won't let you use fable for biology, chemistry, ai research, or anything that accelerates human progress. that makes it the perfect tool for developing blockchains

[le.hl @0xleegenz]

The cafeteria lady at the SpaceX canteen realizing she became a millionaire after 10 years of selling coffee to Elon Musk

[Stani @StaniKulechov]

Over the past several weeks, Aave has been developing a new risk framework that includes Asset Risk, Bridging Risk, Chain Risk, and advanced automation capabilities for risk management.

This framework establishes a new standard for how Aave assesses, monitors, and manages risk across the protocol.

After passing the proposal, the risk framework will be applied across all markets and assets. Assets that do not qualify for the new standard will be off-boarded from Aave over the coming weeks.

[moon @MoonOverlord]

The problem with Ethereum is there’s an exchange on an L3 that is 1/20th the marketcap with 1/1000 the employees with 100X the yearly revenue that ETH does