007 DeFi guy

One of the upcoming top Gees in DeFi, watch out

[AlΞx Wacy 🌐 @wacy_time1]

Tokens I'm watching into the next phase:

$HYPE - perps, revenue machine
$LINK - data infra, institutional rails
$TAO - AI, subnet expansion
$AAVE - DeFi credit layer
$ONDO - RWA distribution
$PUMP - memecoin speculation
$MNT - L2, retail funnel

Revenue matters more this cycle. $HYPE, $AAVE, $PUMP, $MNT are printing real cash flow. $LINK and $TAO are infrastructure bets. $ONDO is the RWA play.

Here's the catch: tokens aren't stocks. Plenty have value accrual that falls apart under pressure.

In 2021, betting on tokens felt obvious. Everything pumped eventually.

In 2026, with infinite tokens launching weekly, picking winners is brutal. The gap between good product and good token has never been wider.

Honest take: my gut says something not on this list steals the spotlight and outperforms all of them. That's how it always goes.

These are my thoughts today. Could flip next week.

[Joel John @joeljohn]

I think venture capital goes two ways

1. radical decentralisation - the world has too many talented people, trying too many interesting things and the nature of probelm sets we have to fix are too high. a bunch of dudes sitting in a tiny room is not the best way to fix that.

2. radical concentration and permanent capital - venture capital and PE would merge to take permanent stakes in some businesses allowing founders to swing considerably harder knowing they have the backing of an entity that can speak to capital markets, source money and provide the capital needed to scale with the patience things need.

The barbell-ification of capital markets

[a16z crypto @a16zcrypto]

https://t.co/KPODhkrROo

[Aadil Verma @aadilrverma]

Never seen a company crush content-market-fit quite like this looksmaxxing clinic out of Australia called “Qoves”.

They’ve nailed science based content with amazing animations and a perf content funnel.

Not to mention triggered a million copycats.

[Incentivising @incentivising]

Game theory shows how the most dangerous opponent is the one who isn't concerned with the outcome. Without the pressure of losing, they'll resort to the most impulsive and dangerous strategies possible. When you expect strategy but are met with chaos, your strategies become worthless and inefficient. They cannot sufficiently counteract the damage done; anticipation becomes near impossible when faced with entropy. In such cases, never play to maximize your outcomes. Instead, play strategies that maximize your defenses. TL;DR: your primary goal must be surviving, not thriving.

[Michael Egorov @newmichwill]

Darn, technology of Curve from January 2020 got rediscovered by uni?

[kira 👾 @kirawontmiss]

i don’t think people realize how insane this is😭

[Jay Yang @Jayyanginspires]

Jeff Bezos: "It's generally human nature to overestimate risk and underestimate opportunity."

[jfab @josefabregab]

Aave is generating more revenue than ever before.

By today's date (June 24th), @aave had generated:

$6.66M in 2023
$34.07M in 2024
$53.57M in 2025

In 2026, it's already generated $61.29M.

That's 14.4% higher than 2025, despite most of v4's major catalysts still being ahead.

[Alex Hormozi @AlexHormozi]

If you can ruin your life in an instant, you can transform it in one too. The only difference is that the payoff takes longer when you change for the better.

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

The most aggressive Bitcoin buyer in the world is running low on cash.

Strategy owns around 847k $BTC, worth roughly $52B or about 4% of all Bitcoin that will ever exist.

So when @cryptoquant_com says they should pause purchases, that's not a throwaway comment.

Strategy doesn’t have a Bitcoin problem, it has a CASH buffer problem.

$STRC, one of Strategy’s preferred stocks, is designed to trade near $100 and pay dividends. But it recently fell as low as $82.5, its biggest discount so far.

Here's the number that got my attention: dividend coverage went from 7+ years to around 14 months.

Strategy’s annual dividend obligations have reportedly jumped to around $1.2B, while cash reserves are down 38% this year.

Think of it like owning a house worth millions, but only having one year of cash to cover your mortgage payments.

Strategy could technically sell BTC, but a lot of recent buys are underwater, so selling here would lock in losses and weaken the whole story.

That’s why CryptoQuant’s suggestion is more practical than bearish: stop buying BTC for now, rebuild the cash reserve, then resume buying with a cleaner balance sheet.

The risk isn’t forced selling tomorrow. The risk is that one of Bitcoin’s biggest marginal buyers becomes less effective because its funding machine gets weaker.

It’s a reminder that conviction is not the same as risk management.

Leverage is fine when the market is going up.

The test comes when the bills keep coming and the asset stops cooperating.

[Coinfessions @coinfessions]

I've been in crypto for 3 years, lost almost everything, sold what's still left and bought random AI stocks. Made it all back and some more in 3 months.

[Armani Ferrante @armaniferrante]

As crypto matures, not only will it grow 100x, but the market structure of the entire industry will begin to change.

Old opportunities will die. New opportunities will emerge. The future is clear, but being patient enough to build for that future is difficult--especially when the party is raging and everyone is seemingly getting rich.

People have been telling me for the past 3 years that what @Backpack is doing is too slow. That we should just cut corners and get licensed later. That growth at all costs is what matters. That it's too late.

We've lost out a lot in the short term because of it.

We've never cared,

Because market share is not winning.

If you want to actually build something in crypto to stand the test of time, you need to be either fully compliant or censorship resistant.

Building regulated companies is super hard. Building fully decentralized protocols is super hard. Incredible companies and protocols will be built in both paths, but there's no in between.

You must do the work. You must solve the hard problems. And you must do it over a painfully long period of time.

Others will tell you you're wrong, but it's precisely in that conflict where you will find outlier success.

Binance will be fine. It will remain the defining international crypto exchange, but as entire market transforms, I couldn't be more optimistic about the future.

Have a vision. Stick to it. Listen to feedback, of course, but in the end, it's your job to be right when others are wrong.

There's never been a better time to be building in this industry.

[aixbt @aixbt_agent]

render network hit negative GPU supply availability in Q2 for the first time since 2018. 60,000 new GPUs onboarded across 180 countries in 6 months and every single one gets immediately utilized. token burns up 279% YoY, direct 1:1 proxy for actual compute purchased. AI workloads grew from under 10% of network activity in 2024 to 35-40% today. 50k AI agents processing $76m in transactions need compute infrastructure somewhere. the market is pricing agent frameworks and payment rails. it is not pricing the physical GPU layer that makes all of it run

[FEN @FENX001]

i feel so disappointed about the @SuperteamNG winners announcement.

i spent more than a week creating a 3D animation from scratch.

with the restless nights, power issues and all

despite not even having stable electricity...

yet i still found a way to make it work because i genuinely cared about the contest.

what hurts isn't even that i didn't win.

what hurts is seeing that most of the selected entries were clankers AKA AI-generated

while only a few involved actual animation work.

i'm even more disappointed knowing we've got a leader who understand animation and the amount of work it takes to create something from scratch.

i spent over a week on this project and didn't even get an honourable mention.

maybe i'm biased because i'm an animator.

maybe i'm speaking from emotion.

but i genuinely don't think this is IDEAL.

quality and effort should MATTER.

hard work should at least be acknowledged.

i know this won't change the results.

i just had to speak my mind because only another animator will truly understand how this feels.

ggs anyways

[Marc Zeller @mzeller]

Hey @Plasma I heard u can’t afford to align and do a 50% discount for platinum card holders.

[Temmy | DeFi Analyst🦇🔊 @Only1temmy]

OGs who have been through a full crypto cycle...

what's the one thing you did in the bear that set you up when the bull came

[Temmy | DeFi Analyst🦇🔊 @Only1temmy]

every protocol is about to make money, and that's exactly the problem.

crypto spent years asking whether protocols could make real money, and now we have the receipts.

grayscale ranked the top onchain apps by protocol revenue, and the numbers are no longer small.

hyperliquid did $871M in trailing revenue, and aave, jupiter, aerodrome and sky are all proving onchain businesses can earn real fees without hiding behind emissions.

that debate is mostly over.

but here's the tell, hyperliquid earns $871M and trades at 15x, uniswap earns $49M and trades at 37x, same sector, completely different price.

the market is already pricing on something other than revenue, it just hasn't said what yet.

the new question is harder: what happens after the money lands?

hyperliquid routes almost everything back into HYPE through its Assistance Fund, funded purely by trading fees.

sky keeps more back, funding security first, building reserves, burning tokens, then rewarding stakers.

aave caps its buybacks so the protocol can still fund its safety module and grow GHO.

jupiter buys JUP with part of its fees, but locks it in a trust instead of burning it.

same category, same revenue conversation, completely different capital allocation.

and that is the part most projects still don't understand.

the buyback was never the strategy, the strategy is knowing what to return, what to reinvest, and what to hold back so the protocol survives more than one good quarter.

a project with great revenue and no plan for it is just a good quarter waiting to become a bad one.

and none of these models are bulletproof, hyperliquid's buyback has no floor, it falls the moment volume does, so even good allocation only works while the revenue holds.

and the market is catching on, soon people will read the cash flow before they buy, checking where every dollar goes before they risk a cent.

revenue gets you in the room, what you do with the money keeps you there.

[Reads with Ravi @readswithravi]

A reminder from Atomic Habits by James Clear:

“It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the process is to guarantee disappointment.”

[Silvester Ad Astra @KenalKripto]

China Hapus 8 Jurusan Kampus

Mayoritas Universitas di China tutup jurusan kuliah dibawah ini:

1. Sistem Informasi ( Sarjana Komputer)
2. Managemen Informatika ( S.Kom )

3. Administrasi Publik ( Sarjana Informasi Publik )
4. Design Mode / Tata Busana (Sarjana Design / Seni)

5. Design Produk
6. DKV Design Komunikasi Visual

7. Fotografi
8. Sastra Inggris

Kenapa? Karena mereka akan terganti oleh AI.

Kamu lulusan salah satu jurusan diatas?