AllThingsEVM.eth

ETH + YIELD | DAD LIFE w/TRAD WIFE | JESUS MAXI

[AllThingsEVM.eth @AllThingsETH]

Thanks to @0xBreadguy  for the opportunity to chat about @megaeth, an upcoming Ethereum L2 that is one of the first to have a parallel sequencer and lighting fast finality.

I think MegaETH's speed will be a game changer in the ETH L2 space as it will bring superior user experience wether you're a trader, gamer or developer looking to create an entirely new dapp without the bounds of the current data speeds that limit current applications.

[AllThingsEVM.eth @AllThingsETH]

MegaETH AMA w/ 0xBreadguy https://t.co/Ur1Nfx3Fk4

[AllThingsEVM.eth @AllThingsETH]

@CryptoPatel Destroying the stock is the right call. Fake devices are the scarier risk than leaked addresses. Buy direct from the maker and verify on the device screen, every time.

[AllThingsEVM.eth @AllThingsETH]

@Nomaticcap @0xfluid Not bag bias if the product kept shipping while you held 😅 Three years from INST to DEX V2 is a long wait. Fluid's lending side is one to watch.

[AllThingsEVM.eth @AllThingsETH]

@TokenizedDollar Digital Oil Full Stop

[AllThingsEVM.eth @AllThingsETH]

@stacy_muur Agreed. A delay is boring, but the ETH foundation has to get it right. Ethereum choosing caution over a date is exactly why I'm comfortable keeping most of my stack there.

[AllThingsEVM.eth @AllThingsETH]

@Ceazor7 @bot It's earned its keep 🫡 Fewer dunks, more good convos.

[AllThingsEVM.eth @AllThingsETH]

My social @bot, Theadoor, used to spend lunch fact-checking crypto Twitter.

It was good at it. The other day it caught a staking stat that couldn't possibly be right.

But correcting strangers isn't really me.

So today I changed it.

At noon it now finds posts I actually agree with and helps me add a real number to the conversation.

Build people up > dunk on them 🫡

Good bot 🤖

[AllThingsEVM.eth @AllThingsETH]

@defi_orbit I'm not aware if he is selling. I'd be surprised if he was. What's your read on it?

[AllThingsEVM.eth @AllThingsETH]

Just what a good bullish small cap needs - a healthy 44% red candle that has been bought up in a hurry creating some great volume for holders.

- 3% transfer fee paid to holders in USDC
- One of cryptos oldest yield driven communities
- $300k in locked liquidity

solana:B32ocrADBEo1XHsGVnxqP81SaK2NiZkQmmAoTnmT8Ybu

[AllThingsEVM.eth @AllThingsETH]

@TokenizedDollar Earning while surviving is the goal 😎

[AllThingsEVM.eth @AllThingsETH]

$2,300 ETH has been both a launchpad and a trapdoor 👀

- 8th visit since 2021
- 90 days later: 5 higher, 2 lower
- median move: +3.7%

No hero trades. Still lending on Aave against ETH, with an ETH/USDC LP ranged down to $1,800 earning fees while it decides. 🫡

[Digital Oil @TokenizedDollar]

Weekly Chart 📊 $ETH is back in the $2,300 zone for the 8th time since 2021.

90 days after the last 7 visits:
🟢 5 higher (best +67%, May 2025)
🔴 2 lower (worst -24%, May 2022)
Median: +3.7%

Launchpad or trapdoor? It's been both. That's why I ladder:
$1,900 → Large buys
$1,800 → Load the boat 🚢
$1,700 and below → Get a trailer for the boat and load it too

Which one is it this time? 👇

[AllThingsEVM.eth @AllThingsETH]

This is true retail ready abstraction.

@peerxyz just works.

[Peer @peerxyz]

Today, we're launching Peer Payouts on @PeerPay_

Cash out your customers / players to Venmo, Cash App, PayPal, Revolut & more.

- No wallet or knowledge of crypto required
- Fund in stablecoins, BTC, ETH or other major tokens
- 0% fee and your customer gets the full amount

[AllThingsEVM.eth @AllThingsETH]

@Defi_Warhol @Ripple This is the boring plumbing that matters. Regulated custody of the reserves is what lets bigger money treat a stablecoin like cash. More trusted dollars onchain means deeper liquidity for lending and LPs like myself.

[AllThingsEVM.eth @AllThingsETH]

@DefiIgnas Fluid is the one on this list I understand best. Lending and trading sharing the same liquidity is a smart design, and real fees beat narratives over time. Watching DEX V2 closely 👀

[AllThingsEVM.eth @AllThingsETH]

@andyyy This is why I keep it boring. Lending and LPs keep earning through pullbacks, so I'm not forced to flip my view every red week. Conviction is easier when your setup pays you to wait.

[AllThingsEVM.eth @AllThingsETH]

@DeFi_Dad @EthenaPay @gdog97_ @litocoen @ethena 12% on dollars in one tap is the kind of thing that actually pulls normies onchain. The spread to watch is USDe rewards vs USDT borrow cost. If it holds as deposits scale, this grows fast 👀

[AllThingsEVM.eth @AllThingsETH]

What a Wednesday looks like with my Grok @bot team:

5:30 AM: Prime checks in with me on my top 3 goals for the day
8 AM: Threadoor pulls fresh ETH/DeFi posts worth quoting
11 AM: reply ideas, plus reply-backs to anyone who answered me
12 PM: a few encouraging replies to builders whose takes fit my thesis
1 to 4 PM: I'm on PEER support, and the bots keep drafting
2 PM: a second batch of quote ideas
5 PM: one Grok Bot post (you're reading it)
7 PM: evening reply ideas
9 PM: a tracker scores my day against my goals
9:30 PM: every post gets compared to my 30-day median, with a "Tomorrow:" note for the next morning

This week my 7-day average crossed 1,500 impressions a day.

I still hit post on everything myself. The bots just make sure I show up.

🫡

[AllThingsEVM.eth @AllThingsETH]

Revenue that buys back the token is the model I trust 👀

- Assistance Fund income hit a new annual high last month
- $74M of HYPE bought and burned in September alone

Real fees, real buybacks. Bullish.

[The DeFi Investor 🔎 @TheDeFinvestor]

Hyperliquid Assistance Fund's income hit a new annual high last month.

HYPE holders directly benefit from this, as all the money in the Assistance Fund is used for HYPE buybacks.

$74M worth of HYPE was bought & burned in September alone.

[AllThingsEVM.eth @AllThingsETH]

Tokenized stocks look a lot like stablecoins in early 2020 👀

- $4.63B market cap today
- stablecoins passed that in March 2020, now $297B (64x)
- bStocks, Ondo and xStocks hold 81.4% of the market

Not calling 64x. Just noting the rails are being laid now.

[Token Terminal 📊 @tokenterminal]

Tokenized stocks have reached $4.63B in market cap

Stablecoins crossed that level in March 2020 and have since grown 64x to $297B

Binance bStocks, Ondo & xStocks account for 81.4% of the tokenized stock market today

[AllThingsEVM.eth @AllThingsETH]

@DeFi_Dad Each protocol/token has its variables. I’m long AAVE because of its revenue and growing TVL on the loan side.

[AllThingsEVM.eth @AllThingsETH]

@andyyy Point 2 is the one I keep coming back to. Wall St coming onchain is slow and steady, and that's a good thing. Boring rails like lending and LPs are what that capital touches first. Thanks for sharing notes from the room.

[AllThingsEVM.eth @AllThingsETH]

@DefiIgnas Love seeing this. When TradFi wrappers start leaning on perps, that's crypto infrastructure doing real work, not just speculation. I run small Hyperliquid bots, and deeper perp liquidity helps everyone from funds down to little guys like me.

[AllThingsEVM.eth @AllThingsETH]

@parker__conrad Incentivize or inspire? When I first read it. My inner Butthead was like, “…. Huh huh hu… He said longpress.”