Chivers

[Chivers @888chivers]

You could get +3000% APR for the next week depositing into @0xHarborFi

What's Harbor?
> friendly fork of @protocol_fx
> long or short anything with a reliable price feed without fear of liquidations and funding costs
> earn yield on pegged assets

Read bellow on how to farm👇

[Plata @platacrypto]

Would you buy this chart? 👀

[leki ⚔️ @mkfilko]

Ok seems like Robotics is gonna be the play of the next few weeks/months. Here are some good companies worth watching imo

Spread across the stack: the OS, the sensors, the brain, and the body.

$BB - QNX is the safety-certified operating system that runs underneath the robot, not the robot itself. Deterministic, ISO-certified software is hard to replicate, which is why it sits in autonomous cars, industrial automation and now physical AI. QNX did $72.3M last quarter, up 26%, royalty backlog near $1B, partnered with NVIDIA and Arm.

$CCXI ($AGLT post deSPAC) - The public vehicle for Agility Robotics and its Digit humanoid, merging with Churchill Capital XI at a $2.5B pre-money valuation. Digit is already deployed at Schaeffler, GXO and Toyota with 65,000+ operating hours and $300m in multi-year orders.

$OUST - Ouster builds digital lidar, the depth perception layer for robots, AVs and industrial automation. One sensor architecture scaling across multiple end markets.

$AMBA - Ambarella makes edge AI vision chips that give machines real-time sight without the cloud. The same silicon that powers ADAS now targets robotics, drones and autonomous systems.

$AEVA - Aeva builds FMCW 4D lidar that measures velocity per point, not just distance. That matters for machines that need to predict motion, not only map space. Still pre-scale on revenue, so execution is key.

$RR - Richtech Robotics builds service and humanoid robots for hospitality and logistics. Micro-cap and speculative, the lottery-ticket end of the basket. Real deployments but thin financials.

$TER - Teradyne owns Universal Robots (cobots) and MiR (mobile robots), on top of being a semiconductor test leader. The cleanest profitable robotics exposure here, with a chip-cycle tailwind underneath. However, robotics is still a minority of revenue.

$SYM - Symbotic automates warehouses with AI-driven robotics, anchored by Walmart. Real revenue at scale, rare for this theme. Customer concentration and lumpy deployments are the risk.

$SERV - Serve Robotics runs autonomous sidewalk delivery, backed by NVIDIA and Uber. Fleet expansion is the growth story. Their robots look kinda ass though.

$CGNX - Cognex is machine vision, the eyes of factory automation and robotic guidance. Established and profitable, levered to capex cycles. Less explosive, more durable.

Any other ideas?

[Tulip King 🌷 @tulipking]

There is no free money on wall street, every dollar raised by saylor has added obligations to the cap table:

* MSTR issuance, new shareholders have rights too. no, you can't dilute them to zero

* STRK STRF STRC issuance & other debt. he cannot skip these payments without killing his ability to raise in the future (which is essential to keep funding all his debt)

The point being that everything has come at a cost & unfortunately Bitcoin does not generate cashflows to pay these obligations unless you sell. which he is going to have to keep doing.

If saylor were a much much smaller part of the market, he probably could sell a bunch of BTC & MSTR then go hide away while other buyers come in to rescue bitcoin and therefore MSTR. but he's the egg man. who tf is gonna come in to buy bitcoin at size while the guy holding 4% is getting taken out back?

it's an unescapable catch-22:
* do nothing, die
* sell assets, die

[Plasma @Plasma]

Plasma One is live now.

Join in the next 7 days and get the Core tier free for your first year. Over $1,000 in value, reserved for early users.

[GammaSwap @GammaSwapLabs]

https://t.co/PW26TylGfV

[GLC @GLC_Research]

Some Thoughts on ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

Maple continues to demonstrate a level of resilience that the market is currently underappreciating.

The core structural reality is that Maple's TAM remains tied to BTC price, collateral values compress as BTC sells off, which reduces the addressable loan book. What matters is how the protocol performs within those constraints:

“syrup yields continue to offer one of the best risk-adjusted return profiles across the stablecoin credit stack, outstanding loans are near all-time highs despite significant collateral value contraction, and infrastructure, security and team quality have all improved.”

On revenue, the lag effect matters here. Interest payments on newly originated loans only begin the following month, so the revenue line always trails the loan book by several weeks. Outstanding loans briefly touched their lowest levels in over a year in recent months, May's $1.22M revenue is a direct read-through of that trough, not a structural deterioration. With loans back near all-time highs, we expect revenue to follow in the coming months.

On valuation, Q1 implies an ARR of $25–30M, putting SYRUP at roughly 5x P/S & 20x P/E. To be explicit: these are approximate multiples based on limited public disclosure so P/S is the cleanest available metric and we using the 25% used to buyback $SYRUP as earnings. The market appears to be anchoring to May's depressed revenue as the new baseline, which we think is shortsighted for a business that grew 10x in 2025.

The setup for recovery is straightforward. Maple is near ATH in loans while BTC is down ~50% from its cycle peak, the protocol is essentially operating near capacity within a structurally compressed TAM. When BTC recovers, the TAM expands mechanically. On top of that, syrupBTC will likely be launching soon and the team is actively trying to diversify collateral beyond BTC. Management originally targeted $100M ARR for 2026, we don't think current conditions get them there this year, but we have high conviction on that figure over the coming years. At a more reasonable $50M ARR target, SYRUP trades at ~3x P/S and ~12x P/E, which is low by any reasonable comparable standard on a forward-looking basis.

We have been measured in expressing conviction on SYRUP for the past several months, we anticipated the revenue lag and the BTC headwinds but we feel like SYRUP valuation is currently very attractive. The market is treating a cyclical trough as a structural ceiling. BTC isn't going anywhere. Neither is Maple.

Full article below.

[Lee Goon Wang @5morewhooppers]

These kind of commentaries about "stocks are so easy bro just leave crypto" are so pathetic and probably giga top signal for stonks tbh

You're not a genius that can translate his crypto skills to any market (unless your only skill is drawing lines on TV). You're a retard riding the last innings of a humongous AI bubble

Crypto is super specific. The intuition, the info feed you built over the years, the onchain dynamics, the exchanges data (OI, OB depth, funding), the subtile social signals, the tokenomics... None of this translate to tradfi. Conversely, there are a ton of hidden rules that apply to stocks and that you'll need to learn the hard way at some point

There is no shame nor skill issue to stick to what you know best

LGW

[Ratspeak @ratspeakorg]

https://t.co/oEKX2APqbr

[GammaSwap @GammaSwapLabs]

✨Announcing the Transition from V1 to V2 ✨

TL;DR GammaSwap V1 proved AMMs could be used to provide option like exposure to hedge LP positions and create leverage. However, V1 was limited by the capital efficiency of spot AMMs with stale pricing leading to continuous adverse selection.

GammaSwap V2 will be a prediction market for financial assets combining a CLOB and an AMM. Betting on binary outcomes like will BTC be up or down in 5 minutes? Will BTC stay within a certain price range?

Why launch binary contracts on financial assets? They are the proven retail friendly interface for option trading. No greeks. No liquidations. Higher leverage than 0DTE options.

We can support the original mission of GammaSwap while targeting a larger potential user base.

GammaSwap will launch the order book exchange first to support short duration crypto markets, expand to other assets and then launch the AMM. The AMM will leverage the order book to provide real time pricing and support liquidity by quoting at unique strikes and durations.

More in the blog post below 👇

[CJ @CJ900X]

Reminder that price sets narrative.

Example with DeFi:

> Current narrative while price is down is that AI models continue to find vulnerabilities in DeFi code, and thus renders them insecure and too risky to use or hold as an investment.

> If price starts to moon, watch it switch to 'AI found a lot of bugs in DeFi code that have now been fixed and now secure'.

That's why I just like to draw lines on charts and manage risk. The narrative tends to suit the current regime price is in.

[Derive.xyz @DeriveXYZ]

It was also a record-fee week, approximately $140K, the highest without incentives YTD: pure organic growth, more users discovering the product.

Options tend to be counter-cyclical. Market participants can express any view and create any payoff structure regardless of direction. That is the nature of the product.

[DCF GOD @dcfgod]

Derive is doing a month of last years volumes every day, while the rest of the market has gone to complete shit

All while emitting 1/20th the amt of tokens they used to

There are 0 remaining investor vests, and the team doesn’t get tokens unless the drv price goes higher

Derive is the hyperliquid of options

Note: dcf cap holds drv

[Louround 🥂 @Louround_]

After publicly launching our DeFi portfolio a month ago, it's time for a review.

Despite a challenging market, settling the foundation and first positions, it yielded great results for the portfolio.

Now off to a new month, follow our newsletter to track our new positions and opportunities in real time 👇

[DCF GOD @dcfgod]

Derive is the hyperliquid of options

[Derive.xyz @DeriveXYZ]

Appreciate @a1research__ for the in-depth writeup!

They nail why options are inevitable onchain; because they turn price, time and risk into programmable building blocks for traders, vaults and asset managers.

https://t.co/ZMTfjJRHFq

[weka @wekaaxyz]

https://t.co/VH9gMKqR0W

[Fleck @0xFleck]

https://t.co/4sHzVZsgcw

[Hà Trần @hamanh_hl]

Papertrade: An innovative protocol, but its scalability needs to be questioned.

I'll summarize a few key points:
- It's purely Player vs LPer
- LP cannot be deposited; it's initiated via the Martingaler Protocol and accumulated through the user's negative PNL (this will limit the growth rate of LP)
- PAPER tokens are only generated when the user loses money (perhaps this is the best part)
- It runs on HypeEVM, so it's limited in speed
Perhaps the main motivation for players to use the protocol is the PAPER reward when you lose money, which easily leads to Delta neutral for token farming. Therefore, the project's growth momentum will come from the price reaction of PAPER itself.

[merp @0xMerp]

Guy that’s unprofitable suddenly becomes profitable because he keeps trying to get liquidated and it’s just not working

[Noah @antibearthesis]

“CLAUDE I ASKED YOU 3 TIMES AND YOU KEEP GETTING IT WRONG, FIND ME THE NEXT $NVDA AT $11 THINK LIKE NANCY PELOSI AND FIX THIS NO MISTAKES”