Andrii

[Quit @0xQuit]

A user won a CryptoPunk off a 0.06E spin on FWA today (fun story on that at the end). You may have seen some chatter about the protocol on the timeline.

I’ve been having fun with it and find the mechanic pretty cool, so here’s a quick breakdown of how it actually works.

1/🧵

[vitalik.eth @VitalikButerin]

Thread: how I think about the growth of AI capabilities and what it means for us as they keep getting stronger.

I think the right model for comparing humans and AI is not any single dimension like intelligence or aggregate performance on economic tasks. Rather, I view both humans and machines as having a whole range of capabilities. This includes both physical (eg. doing things with our hands, walking) and mental (eg. strategic thinking, mental math, emotional intelligence).

For most of human history, machines have only exceeded us in very few areas, eg. a strong early example is water and windmills. So we can look at the situation in 1500 like this:

[Alexandr Pro DeFi @hell0men]

We’ve developed an interface to help you find the best yields on @CurveFinance. It includes:
- Stablecoin ratings from @PharosWatch and other rating services
- A top of the best yields among @StakeDAOHQ, @ConvexFinance, or native options
- Yield history
- The duration of incentives via Votemarket and Votium to understand how much longer current incentives will last
- A yield simulator for depositing a specific amount into a pool
- And much more that a yield farmer might need.
Thanks to @chadosdiary and his developer Nik for creating this tool.
You can try it out via the link in the comments.

[Stani @StaniKulechov]

New ATH reached for Aave V4.

[Michael Egorov @newmichwill]

Wait what

[Miles Deutscher @milesdeutscher]

https://t.co/GGTUE83bAK

[Andrii @CAB9000TT]

https://t.co/9X8AlM9HRL

[Virtuals Protocol @virtuals_io]

https://t.co/HkQWya5BDs

[LayerZero @LayerZero_Core]

LayerZero is live on Robinhood Chain.

[silence @silencexlm]

Arc 🤝 Pyth
Welcome! @PythNetwork who's price feeds are live on @Arc Testnet.
Contract addresses are published and a standard EVM integration flow documented!
Start wiring real-time market data into smart contracts Learn More:
https://t.co/EIPXUFYtfZ

[Michael Egorov @newmichwill]

Wait @CurveFinance on @RobinhoodApp chain already?

Seems like no pools as of yet though, but probably s00n

[TheStreet @TheStreet]

Aptos, Visa and BlackRock among 140 firms launching new stablecoin

Read more: https://t.co/ZDSHx4raJO

[Jake Pahor @jake_pahor]

The clearest signal I've seen in crypto all year isn't on a chart. It's who stopped calling.

I work at a crypto exchange. Retail has quietly vanished this year. The only people still buying are doing it through their super, on a schedule, unbothered by the red.

That gap, between the people who buy on emotion and the people who run a system, is the whole story right now.

Wrote up what it means in this week's brief. Score just hit 17.3, bottom 3% since 2011.

[Solana Daily @solana_daily]

📈 Another all-time high for RWAs on Solana.

Solana's RWA ecosystem has now reached $3.18B in total value, while RWA holders have surpassed 291K.

Solana continues to lead all chains by RWA holders as real-world assets keep expanding onchain.

What's the next milestone for Solana RWAs? 👀

[Vasily Sumanov @vasily_sumanov]

Great work on tracking onchain revenues - "dividend" income. Early.

[io.net @ionet]

$80B — @Microsoft
$66B — @Meta
$91B — @Google

Hyperscalers are spending hundreds of billions on AI infrastructure.

And still can't meet demand.

https://t.co/ZuybGWvjv9's Incentive Dynamic Engine (IDE) takes a different approach. Distributed compute, priced on real utility.

https://t.co/8FJMVdn46y

[Andrii @CAB9000TT]

https://t.co/0oby6fnCOJ

[LayerZero @LayerZero_Core]

A full breakdown of ZRO supply, buybacks, and value capture across LayerZero, Stargate, and Zero.

https://t.co/7lM9oV04c3

[Morpho 🦋 @Morpho]

The Morpho Midnight Whitepaper

A noncustodial protocol for fixed rate, fixed term credit markets

https://t.co/0Sws6JiRsA

[Alexandr Pro DeFi @hell0men]

$HYPE vs $LIT: Buyback speed relative to MCAP

Both protocols route nearly all revenue into token buybacks. But relative to their size, the pace differs.

Unlock schedules (supply side)

$HYPE: Monthly unlocks on the 6th to core contributors. Current run-rate roughly 0.4–1.2M HYPE per month (team has discretion to reduce). Over the past ~30 days: ~400k–1M added to circulating supply. Buybacks removed the equivalent of ~730k HYPE in the same period — largely offsetting or exceeding the inflow. Net pressure stays manageable.
$LIT: Team (26%) + Investors (24%) have a 1-year cliff + 36-month linear vest. TGE was late Dec 2025, so big unlocks start late Dec 2026 / early Jan 2027, then spread gradually over three years. No major insider cliff in 2026. Airdrop portion already circulating.

Net takeaway: LIT has the faster relative buyback engine right now and clean unlock runway through 2026. HYPE carries steady monthly unlocks but the buyback machine absorbs most of it. Both structures are deflationary — just on different timelines and scales.

Data: DefiLlama + Tokenomist vesting schedules.