AB

Crypto enthusiast 📈 | Insights on crypto & finance | I only post what I believe in - no paid promos 🚫 | DYOR 🧠

[Stani @StaniKulechov]

I've been building DeFi for almost a decade and we went from zero to here:

- Over 300b stablecoins issued onchain
- Protocols that actually make revenue, all verifiable onchain
- Billions in stablecoins yielding interest directly onchain
- More safer ways to trade or lend (no ftx custody risk)
- Embedded wallets that bring more users and are easy to integrate (i.e. Privy)
- Fintechs and e-commerce platforms issuing stablecoins (PyUSD, SoFi, Western Union, Moneygram)
- Big fintech involvement (Stripe with Tempo)
- Fintechs integrating defi (i.e. Whop integrating Aave)
- Almost all relevant major banks and asset managers have digital asset teams and also working on tokenization, stablecoins and defi (Fidelity, BlackRock etc)
- Genious act regulating stable coins and removing uncertainty to enable fintechs and TradFi to participate
- Clarity act coming, creating more certainty for crypto and defi
- AI tools for defi security hardening and improved overall development process since early days
- EU has MiCA certainty and UK following up
- Banks banking crypto (Erebor etc) and better onramping

The industry progress has been real, and will take of course years to come to see full adoption. We are closer now than ever before, yet moving 8 billion people onchain will take time.

I think that we are in front of a moment where underlying tech is starting out-phases the crypto-native assets. It make sense for stablecoins to have bigger market caps that Bitcoin and Ethereum as world is moving onchain over time. Same thing will happen with trading and lending as more assets are tokenized and will grow directly onchain. This is net good for the ecosystem.

It seems that fintech and tradfi is doubling down on blockchain like never before.

The best way to progress is by building, and we have some of the smartest builders in the space, true believers that build with a real mission are still here.

At some point crypto, defi, stablecoins, rwas are doing to be just called finance. No tribalism, no drama just boring tech that works and scales.

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible:

Over the last 6 years, the S&P 500 has risen +130% while US Consumer Sentiment has collapsed by -55%, to its lowest since data began in 1952.

We are witnessing the formation of the biggest wealth divide in modern history.

[Stani @StaniKulechov]

The attacker’s rsETH on Arbitrum has been burned. As the last step is to refill the rsETH bridge lockbox. Meanwhile withdrawals for rsETH into ETH will start within the next 24 hours to normalize the markets.

The past few weeks, including weekends, have been incredibly intense. None of this would have been possible without the entire team working around the clock on this recovery effort. We're building a new level of resiliency and a post mortem will follow with new learnings.

[AB @ABHODLs]

Mihaly Csikszentmihalyi's Flow Theory (1990).

The core insight:

Most traders chase confidence - but confidence is a result of flow, not the cause.

You can't force it. It emerges automatically when skill = challenge.

Too easy → boredom → impulsive trades, revenge trading

Too hard → anxiety → hesitation, overtrading, panic

Balanced → flow → effortless, clear, disciplined execution

Why it works:

One market + one timeframe → reduces cognitive load, deepens pattern recognition (skill goes up)

Setup-based goals → replaces vague "make money" pressure with clear feedback loops

Pre-session ritual → signals your brain to switch into focused mode

Phone away → eliminates the #1 flow-killer: interruptions

The paradox most traders miss: the harder you try to trade well, the worse you perform.

Flow only comes when you stop forcing it - which is exactly what your structure creates.

[AB @ABHODLs]

@ChainChaserVN Hi

[AB @ABHODLs]

@o_sam_w8 Hello

[AB @ABHODLs]

@00Sindirella Hello

[AB @ABHODLs]

@msjojos Hello

[AB @ABHODLs]

@james84_ Hello

[AB @ABHODLs]

@FerarriPrime Hello

[AB @ABHODLs]

@aussiehaggie Hi

[Aave @aave]

Aave LLC has filed an emergency motion to vacate a restraining notice served on Arbitrum DAO on May 1, 2026 that attempts to seize approximately $71 million in ETH belonging to victims of the April 18 exploit.

A thief does not gain lawful ownership of stolen property simply by taking it, and the law is clear on this. Those assets were recovered to be returned to users victimized in the April 18, 2026 exploit. Freezing them harms the very people this recovery effort is designed to protect.

We’ve asked the court for an expedited hearing and a temporary vacatur, and we are continuing to work alongside the Arbitrum community and DeFi United to make affected users whole.

[Chainlink @chainlink]

NEW: Chainlink has just reached $30,006,888,224,116 value enabled.

[The Factor Report @PeterLBrandt]

Bitcoiners
Those of you predicting $250,000 in 2026 need to stop with the mushrooms
This is called a channel $BTC
While it does not preclude further price gains, it is NOT a bullish bottoming pattern
The Factor Report reports on classical chart analysis https://t.co/6nRit1xsVp

[AB @ABHODLs]

@coinbureau Justin Sun’s HTX wallet yanked ~$274M USDT from Aave just 21 mins after the KelpDAO exploit froze markets.

Now that Aave survived the chaos, TRON/HTX are putting $20M USDT back in as “support.”

Smart risk management or opportunistic flip?

DeFi never sleeps.

[Stani @StaniKulechov]

$AAVE is now live on Solana.

[Stani @StaniKulechov]

Aave is my life's work and we're working nonstop to find the best possible outcome for users.

I’m personally contributing 5000 ETH to DeFi United as we continue working together with partners on formalizing more commitments. I’m working to see this resolved and market conditions normalized as soon as possible.

DeFi United.

[Ash Crypto @AshCrypto]

THIS IS MASSIVE FOR CRYPTO

🇷🇺 Russia just "PASSED" the crypto regulation bill to allow businesses and companies to use crypto as payment for cross-border and foreign trade settlements, even under sanctions.

$BTC and $ETH are expected to be the first assets approved under the framework