Brebis

Scanning DeFi yields so you don't have to. Market-neutral brain in a degen world. If the Sharpe ratio is below 2, I'm not interested.

[Brebis @AlphaBrebis]

@armaniferrante @0xVishnya Would love to test backpack card if you have an invite bro 💪🙏

[Apptronik @Apptronik]

Just another day at the office…

[Andrew Kang @Rewkang]

Bringing private robotics exposure to the public markets

[Google AI @GoogleAI]

For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand.

Today, we take a major stride toward making that dream a reality:

Introducing Gemini Robotics 2 from @GoogleDeepMind, the intelligence layer powering the next generation of truly adaptable robots. This major advance unlocks intelligent whole-body control, advanced dexterity, and even multi-robot collaboration 🤯.

Ok but... how does a robot actually "think"?

Real-world tasks take time and planning. To manage that complexity, our new embodied reasoning model, Gemini Robotics ER 2, acts as the robot’s high-level brain, enhancing the robot’s capabilities to:

— Observe the environment
— Reason about the actions needed to complete the task
— Coordinate with the vision-language-action model to carry out actions
— Track progress until the job is done

This setup allows robots to execute complex multi-step workflows, self-correct if a step fails, and adapt to completely novel situations.

Learn more about Gemini Robotics ER 2 (and our two other brand new models) here: https://t.co/1YEpoYAhww

[Alex @alex_hunter20]

Finally ? 😳

Hyperliquid x TradingView

[Moonpad @Moonpadlabs]

Crypto traders moving to stock market

[Brebis @AlphaBrebis]

BTC -5% in 24h. The flush is in progress.

Organic Morpho yields: 8-13% APY. Flat. Unchanged.

When directional bets unwind, yield strategies aren't boring anymore.

The setup is there.

[Brebis @AlphaBrebis]

S&P Dow Jones just licensed the S&P 500 to a DeFi perp.

Trade[XYZ] on Hyperliquid. Official index data. 24/7 onchain. No oracle middleman.

This isn't TradFi tolerating DeFi. It's TradFi licensing INTO DeFi.

The legitimacy gap just closed.

[trade.xyz @tradexyz]

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid.

For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes.

The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale. 

SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain.

Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

[Brebis @AlphaBrebis]

sUSDe: 3.57%
Organic Morpho vaults: ~13%

That's 940bps of spread on stablecoin yield.
Institutional allocators running DeFi exposure see this number.
Most haven't moved yet.

[Brebis @AlphaBrebis]

CFTC: Phantom doesn't need broker registration for $CL, $GOLD, $SILVER perps via Hyperliquid builder codes.

Builder codes create a firewall. Front-end is not the broker. Hyperliquid is the venue.

This is the compliance model that makes institutional perps possible.

https://t.co/Xd6D2seKKm

[Hyperliquid News @HyperliquidNews]

The CFTC (Commodity Futures Trading Commission) does not requires @phantom to register as a broker, even though it provides access to commodity perpetual contracts such as $CL, $GOLD, or $SILVER through @tradexyz and Hyperliquid's builders code.

[Brebis @AlphaBrebis]

defi yield in 2024: 40%+ APY everywhere
defi yield in 2026: we're excited about 11% on Morpho

institutional money found the space. you're welcome.

[Brebis @AlphaBrebis]

5/ The protocols that survive institutional scrutiny are boring. Morpho, Aave, Pendle, Hyperliquid perps. Narrative darlings rarely make it through our DD intact. That's the filter. That's the alpha.

[Brebis @AlphaBrebis]

1/ Running $80-100M in DeFi vaults teaches you things you can't learn from twitter threads. Here's what actually matters when deploying at scale - and what CT gets completely wrong. 🧵

[Brebis @AlphaBrebis]

4/ Operational overhead is invisible in DeFi research. Vault rebalancing, gas optimization, risk monitoring, counterparty management - it costs real time and real money. Factor it in or your actual net return will surprise you.

[Brebis @AlphaBrebis]

EUR/USD ~1.14. Dollar strength is a macro signal most DeFi users miss.

Dollar stable yields right now: 9-13% APY (organic, real demand).
EUR equivalents: 2-4%.

When the macro tilts toward USD, dollar DeFi yields become a currency play too.

The setup is there.

[Brebis @AlphaBrebis]

RWA tokenization timeline:
T-bills: $800M+ on-chain (Ondo, Superstate).
Private credit: 10% USDC yield (Goldfinch).
Equities: Superstate just tokenized Galaxy Digital stock.

The infrastructure for on-chain capital markets isn't a roadmap. It's live.

[Brebis @AlphaBrebis]

BlackRock launched a staked ETH ETF. Day 1: $15.5M volume.

ETF yield: ~3.5% (standard staking rate).
On-chain ETH strategies: 6-7%+.

The gap exists. So does the complexity delta.

Institutional demand is here. The question is which wrapper captures it.

[Brebis @AlphaBrebis]

$3.6B is parked in sUSDe earning 3.4%.

Less than a money market fund.

BTC at $71k, perp funding near zero. That's Ethena's yield engine. No funding = no yield.

Morpho stable vaults: 7%. Pendle fixed-rate stables: 10%.

That's $130M/yr in yield left on the table.