LVJ

Building @Clarenzai
ex-Head of Growth @Reya_xyz
CMO @Spectral_Labs, @AragonProject
& Product/Mkt Lead @Google, @Chainlink, @Scandit
Web3 Angel & GTM Advisor

[LVJ @LucaVJ85]

If you're working in private capital markets and are looking for an EU AI Act-compliant, sovereign solution to speed up your decision velocity, please reach out. Clarenza is open for early access.

[Clarenza @Clarenzaai]

Modern investment workflows are inundated with documents: data rooms, financial statements, PDFs, spreadsheets, memos, management notes, presentations, and market reports. Each of them is critical; none of them is structured.

[Emily Lai @emilylai]

https://t.co/kJ40qlswvl

[Aave @aave]

Introducing Aave App, a smarter way to save.

[Joseph Young @iamjosephyoung]

vitalik introduced Kohaku—ethereum’s native and compliant privacy framework.

it's the biggest privacy upgrade path ethereum has ever outlined.

i try to explain the flow in the most intuitive way possible.

so let's say alice wants to send $1k to bob.

1. say bob has a normal wallet. (0xABC...)
2. bob creates a stealth keypair linked to his real wallet.
3. alice derives a one-time stealth address from bob's stealth key.
4. alice sends money to the stealth address.
5. bob scans the network to see if his stealth key's addresses received funds.
6. the stealth address alice sent the funds to expires.

in essence, Kohaku creates an ephemeral stealth address with your public key, which lets you execute a private action without revealing the link to your main wallet.

this is a game changer, but why is it compliant?

you can publicly reveal the linkage if required (for regulation, audits, institutions).
but the blockchain does NOT automatically expose it.

believe in somETHing.

[Schlag @Schlagonia]

Now that people seem to be paying attention to what's actually behind the yield coin meta, few more fun facts for you.

The Stream xUSD wallet holds 60% of the outstanding xUSD all of which is levered up.

While the comingling of funds between their products make it impossible to know how much is recursively minted with its own backing, this includes a $95m position on Plasma Euler.

As with most of these positions it would be impossible to actually liquidate given on chain liquidity. Of course they are using an upgradable proxy for the oracle, so need not worry about those things.

xUSD largest exposures are
- mHYPE (whose liquidity buffer appears to be empty)
- RLP whose transparency page numbers don't match the wallets and shows a negative $25m balance on Binance.

Other notable exposure is to other yield coins like rUSD, which about 30% of its backing is rUSD itself.

As well as deUSD, who has 30% of their backing in mF-ONE.

mF-ONE is mostly off chain but claims to have a $16m "liquidity buffer", which is actually 100% deposited to mTBILL.

mTBILL is missing about $15m but only has $100k "liquidity buffer" and the other $5m is in BUIDL.

In general basically every Midas Transparency page is wrong in some capacity (which is more than you can say for Stream who's still doesn't exist) and every single one you look at has some amount of funds not showing up in the wallets.

The daisy chain stretches on farther than you can imagine and with recursive self minting and lending fueling basically all of the "growth".

Though good news Midas provides "Independent Verifications and Attestations" which like the one below are 4 lines of arbitrary numbers followed by 120 blank pages.

https://t.co/b1SrbEGY3i

Happy Farming.

[LVJ @LucaVJ85]

Great values

[The Flâneur of Bushwick @defidave]

https://t.co/zJzOsW3Ht1

[Chaos Labs @chaoslabs]

1/ Introducing Chaos AI—The World’s First AI-Powered Crypto Researcher.

Built on years of proprietary data from securing trillions in trading volume, Chaos AI transforms fragmented market data into institutional-grade financial intelligence.

Get Early Access: https://t.co/b1ASMY1x1D

[Aragon.eth 🦅 @AragonProject]

The Governance UI Kit & App Template is open to developers!

✨ Ready-to-use DAO UI components
✨ Flexible UI Host, built with React & Next.js
✨ Fully customizable
✨ Open source, with option to self-host

From optimistic governance to gauges, build a custom Governance Hub.

[Gregor Zunic @gregpr07]

Introducing: Browser Use Cloud☁️

All the features of OpenAI Operator for $30/month. Or you can just use the OSS library completely for free. Your choice. That's the beauty of Open Source♥️

The cloud version offers proxies, persistent authentication, message history, and human in the loop.

Oh, and browser repos combined have hit 23k⭐ on Github. Thanks everyone for helping to push this field to the new heights. We will push harder than ever to make the web agents in the world. WebVoyager 95%+ soon.

Link to the cloud below ↓

[Capitulation.eth 🦇🔊 🦞 @TheTakenUser]

https://t.co/MQ9qnDf9S6

[Bubblemaps @bubblemaps]

suspicious trades on $TRUMP? 🚨

address 6QSc2 was funded 4 hours before launch and bought $1M in the FIRST minute

they sold $20M and still hold $96M 🧵

[Reown @reown_]

1/ Today, we’re excited to announce our $13M Series B to build the future of onchain UX!

This brings our total funding to $38M.

[Pump.fun @Pumpfun]

introducing pump advanced: the FASTEST trading terminal

OPTIMIZED: mini charts, top holder stats, social activity & more all in one view

CHEAP: 0% fees for the first ~1mo

SECURE: login via email using Privy to create a non-custodial wallet

it’s time to dominate the trenches.

[Onedotfour @consensus128]

I’ve been marketing for 2.5 years in crypto now, previously did 2 years at Google.

There’s still a profound lack of clear messaging.

A lot of people ask me how I’d go about building a crypto marketing team and what sort of skill sets I’d look for.

This is my ideal team/skills blend:
- social media manager
- community manager
- growth marketer and marketing ops
- content marketer
- product marketer

Product marketing is the least mentioned but super important. It’s what makes crypto accessible to the mainstream.

What is product marketing?

Product Marketing is the function of bringing products and features to market.

That doesn’t just mean “making an announcement” - it’s an entire process, which includes:

- prioritization and deciding how much marketing resource an announcement requires
- capturing the key benefits and audience which the product targets
- naming the product/feature (!)
- working with product management, sales and engineering to align on the narrative for the product and how you’ll launch it
- creating messaging and copy to communicate those benefits to the relevant audience
- creating content to educate the audience on the benefits
- picking the right channels to announce and distribute the announcement eg is just a blog enough? what about a video guide? or a page in the docs? what about building an app or tool to show the product in action?

This is an extremely important skillset which is lacking in crypto today.

Many projects are struggling to clearly communicate the value of their product/features, and some are even more unclear about who exactly the product is for.

Product naming is an important step most teams skip - it’s crucial to think carefully about who the feature is for and to pick a name that resonates. Don’t just go with what the engineering team have internally decided. And make sure you’re constantly telling people if they’re not using the right term.

Before every feature and product launch, I sync with the engineers to capture the following for the upcoming two sprints:

- what are the upcoming new features?
- what marketing support do they need?
- what should we call the feature?
- what is the problem and what is the benefit?
- who does it benefit?
- what are the current alternatives?

Then I go away and think about how I will message the feature in the market and how I will launch it.

Ask these questions regularly for upcoming product launches and you’ll be much more aligned with the rest of your team.

The more product marketers we onboard to crypto - the easier it’ll be for everyone to finally answer: “What is the use of crypto?”

Do you guys have steps for your product marketing? What have you found to be helpful for delivering clear messaging?

[Anton Bukov (e/acc)🦇🔊 @k06a]

1/n

Any veTokenomics fans out there? Huge shoutout to @CurveFinance and @newmichwill for this groundbreaking innovation. Now, get ready for eveTokenomics — an exponential approach where tokenization remains robust, enabling farming and any ERC20-compatible on-chain mechanisms.

[Capitulation.eth 🦇🔊 🦞 @TheTakenUser]

Gauge Rennaisance loading

[Reya @reya_xyz]

September was an epic month for Reya Network. Brand new features, powerful integrations, community initiatives, and giant leaps forward. Let's dive in! 👇

[Reya @reya_xyz]

Season 1 Trading Competition officially closes tomorrow, Wed 9th of Oct, at Midday or 12.00 (UTC).

Last chance to rank in the first 3 spots and grab over 23K USD in the prize pool.

[Rage Trade @rage_trade]

We've been cooking!

@reya_xyz is now live on Rage.

Reya Network has a unique passive liquidity mechanism, providing deep liquidity, especially in long-tail markets.

Our integration with Reya Network also comes with some exciting offers for our users. Let's explore some 👇

[LVJ @LucaVJ85]

The Reya Ecosystem is growing day by day. Excited to tap into Reya as a new route on RageTrade, starting today!

[Reya @reya_xyz]

Welcome RageTrade to Reya Network!
We’re thrilled to announce that @rage_trade, a leading multi-chain perp DEX aggregator, is officially live on Reya Network!

This integration marks a significant milestone in realizing Reya Network’s vision: Multi-DEX trading with single-margin accounts.

What does this mean for the Reya Ecosystem?
@rage_trade is the first multi-chain perp aggregator building on top of Reya Network, effectively allowing:

- Traders, to tap into Reya as a new route in the RageTrade UI, unlocking seamless access to Reya’s unified liquidity across multiple markets (Reya’s unique passive liquidity mechanism ensures deep liquidity across all markets, eliminating slippage and fragmentation—even in traditionally low-liquidity markets!)

- Builders (DEXes, Aggregators and other #Defi dApps) to rapidly leverage Reya’s infrastructure to offer faster, more efficient trading with instant liquidity and reduced slippage.

- Reya’s Network Stakers (LPs) to benefit directly from this integration, with increased trading volume driving higher APY.

What’s Next?
RageTrade is just the start. As more projects join Reya Network, the ecosystem only gets stronger, delivering deeper liquidity, faster execution, and higher returns for traders, stakers and builders alike.

The future of on-chain trading is here!
Let’s build it together.