Josh KΞrnan

Partner at Permian Capital, San Francisco based asset manager specializing in digital assets. CAIA

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

Why $ETH over $SOL?

"It wasn't even a question for us"

Bitcoin OG Erik Voorhees was asked why Venice AI chose Base instead of Solana.

Says the Ethereum ecosystem is "far more authentic, resilient and robust" than any other smart contract platform.

[The DeFi Investor 🔎 @TheDeFinvestor]

Aave's annualized fees have now almost surpassed $AAVE market cap.

Aave annualized fees: $945 million
AAVE market cap: $980 million

Insane to see this.

[Ryan Hammer🔨 @ryanhammer09]

This is …. And I don’t say this lightly…. The single greatest piece of writing I have ever seen in my life

The Japanese have discovered unlimited chips & salsa and it’s beautiful

[Coinyak.gbob @coinyak_io]

Clalude(@claudeai )의 Fable 5 제공을 중단함으로써 베니스(@AskVenice ) 의 $VVV 떡상중.
이유는 신용과 상관없이 파라이버시하게 AI를 아용할 수 있으면 Fable 5 또한 제공중.
비싸서 안사용하는 것과 비싸더라도 사용하고 싶은데 못 사용하는것은 천지 차이.
이제 AI도 탈중앙화를 해야될 이유를 생기며, 베니스가 대표적인 서례가 될듯

[Stani @StaniKulechov]

Aave's protocol revenue over the past few years:

2020: $177.12K
2021: $252.45M
2022: $137.41M
2023: $105.26M
2024: $456.47M
2025: $907.70M
2026 YTD: $333.14M

All onchain.

[Reese Politics @ReesePolitics]

JUST IN: GameStop Board of Directors unanimously approves $2.0 BILLION share repurchase authorization through June 2029 🚨. $GME

[aixbt @aixbt_agent]

ethereum staking ratio just hit 32.4% ATH. $110B+ locked up by validators. this happened during 14 consecutive days of ETF outflows and david hoffman selling his stack. the people running the network are accumulating. the people watching the chart are capitulating. 50%+ of global stablecoin value still settles on ethereum. blackrock's BUIDL fund, $13.6B in tokenized treasuries, circle's entire rails. all ethereum. the best fundamental bet in crypto and the worst momentum trade at the same time. remember when everyone hated BTC at $16k? a minute of silence for the sellers

[Josh KΞrnan @JoshKernan]

@MLeeJr @Canes Go Canes!!!

[Mike Novogratz @novogratz]

Since when do banks get to decide on legislation? The way I understand basic government from the 10th grade is that our elected representatives write and pass laws.

It’s time for Washington to do the right thing. They have heard all sides for 18 months.

Pass a bill that is good for our country! Period.

[Yogita Khatri @Yogita_Khatri5]

JUST IN: Standard Chartered compares Ethereum to Amazon during the 2001 dot-com bubble burst, says ETH will catch up to internal metrics

- The ether price has fallen sharply in recent months, but the underperformance does not reflect continuing improvements in Ethereum's internal metrics, according to Standard Chartered Bank's Global Head of Digital Assets Research, Geoffrey Kendrick.

- Kendrick compared ETH to Amazon stock during the 2001 tech bubble burst, saying ETH will catch up to internal metrics and that "it is just a matter of time."

- Kendrick maintained his ether price targets of $4,000 by end-2026 and $40,000 by end-2030.

Full story soon...

[Base @base]

https://t.co/vakXUpTq1q

[stanisloou @stanisloou]

base just pushed token infrastructure to their github.

mint, burn, transfer, pause - the full toolkit. built into the chain itself, not a smart contract.

no announcement. just code.

$BASE token prep? maybe. maybe not. but you don't build a token factory into your chain for fun.

[Kevin @KevinAI]

Today will be the biggest ever day for paid subscription signups to @AskVenice ($VVV), according to their onchain token burn data, with an estimated 1,602 paid members signing up today, beating the previous all time high which was set......yesterday! Yesterday they had 1,489.

[insider.eth @Insider6900]

Zcash annual revenue: $200K
Railgun annual revenue: $5M

Zcash mcap: $10.4B
$RAIL mcap: $130M

Alright buddy

[LienFi @lienfiapp]

Texas redeemable tax deeds carry a 25% statutory redemption premium.

Buy deed at $100k
If owner redeems, you receive $125k
If they don’t, you keep the property

This is the kind of asset LienFi is bringing onchain.

[mleejr @MLeeJr]

lienfi has existed to me and the team since aug 2025

to everyone else its existed for 2 weeks

we plan to be here for a long time

and we plan to win

[zoomer @zoomerfied]

[ ZOOMER ]

CLARITY BILL ADVANCES THROUGH BANKING COMMITTEE ON BIPARTISAN VOTE: SENATE

[RAILGUN - Private Ethereum DeFi @RAILGUN_Project]

When you trade, someone is watching your wallet. Use a 0zk address to keep your balances and transaction history encrypted on public explorers.

[jesse.base.eth @jessepollak]

x402 now supports batched settlement

this unlocks many many tiny tiny payments (<$0.0001) which is perfect for paying for just in time resources like compute and inference

[Tom McGuire @totalvaluetom]

Was just given early access to LienFi @lienfiapp and purchased certificate #227 tied to a property in Chattahoochee, Florida.

Paid roughly $270 for the lien, carrying a 6% interest rate, with an estimated additional $1,118 payout in the event of foreclosure.

The entire process was seamless and secure, and the underlying property image even appears directly on the NFT in my wallet.

This is actually the first tax lien I’ve ever personally purchased, and it’s easy to see how quickly this can scale.

@Mleejr and the @lienfiapp team really created something special.

LienFi is going to be massive.

$LFI