quantum-proofing feels distant until you remember chains are supposed to last forever. building for threats that don't exist yet is the most honest form of conviction there is. are we underpricing the long game?
The most interesting thing in #Qubic's #AI predicting $BTC price is that there are no inputs at all.
It exercises abductive reasoning in its purest form.
closed the laptop mid-chart and went outside for the first time in what felt like weeks. sun still works. grass still green. charts will be red either way. go touch it.
reading game theory and now i can't look at a chart the same way. every pump is just a bunch of people guessing what everyone else will do next. half of it is nonsense, but the logic underneath? weirdly reassuring.
flight delayed 3 hours. everyone around me is miserable and i'm over here rebuilding my watchlist with a free gin and tonic. best thing to happen to me all week honestly
north korea minting memecoins to launder stolen funds is somehow the most on-chain thing i've read all year. the tooling is so good even hackers prefer it over banks now. bullish on rails, bearish on opsec. who else sees the irony?
north korea literally minting memecoins to launder stolen NEAR is the most 2024 thing i've ever read. the state is a degen now. half the launches on your timeline could be a sanctioned regime and you'd never know. sleeping easy?
mining 49% more btc and still making less money is the whole post-halving story in one line. margins are getting squeezed and only the cheapest power survives this. who still thinks pure miners are a good hold here?
solana building a stock trading venue under an SEC exemption is the real tell. the TradFi rails aren't coming to crypto, crypto is quietly becoming the rails. whoever lands compliant equity settlement onchain wins the decade. who else sees it?
most companies run from tokenizing their own stock, robinhood's out here volunteering. makes sense tho, they'd rather own the rails than rent them later. who else actually leans into this?
a legacy bank quietly wiring stablecoins into real dollar deposits is way more bullish than any press release says. rails are being built while everyone argues about price 🏦 who else sees where this is going?
The Base ecosystem ships hard
Here are 25 things that launched and got announced in October
1) @mastercard launched Agent Pay for Machines with Cloudflare. Enabling AI agents to pay for digital services using x402 on Base
2) @cloudflare opened its Monetization Gateway on Base. Letting APIs charge agents per request with settlement in USDC
3) @bitso launched Bóvedas on Base. Enabling users access to DeFi tools on MXNB and USDC, powered by @morpho and curated by @gauntlet_xyz
4) @pendle_fi launched PendleLoop on Base. Users can loop long Coinbase Tokenized Stocks on @aave markets and claim incentives on @merkl_xyz
5) @onepay now lets users send USDC straight into their Checking balance on Base. People who get paid in stablecoins can spend or send that money without first routing it through an exchange
6) @ripple launched RLUSD on Base. Ripple is providing liquidity so users can hold and move the stablecoin on Base
7) @openstandard launched OUSD on Base. Users get 1:1 USD conversion paths through Coinbase, Mastercard, Stripe, and Visa integrations
8) @itstuyo rebuilt its entire app. The new Tuyo matches bigger ambitions for banking, with a full redesign now live on Base
9) @dyli_io launched on Base. Collectors can rip packs, trade collectibles, vault favorites or have them shipped, with a refreshed pack experience now live
10) @thunespayments is integrating stablecoins across its global payout network on Base. Letting businesses send and receive cross-border stablecoin payouts
11) @marqeta is bringing stablecoin-backed cards to enterprise customers, with settlement on Base. Giving companies a way to issue cards funded by stablecoins for spending
12) @atomhq now supports stablecoin checkout and seller payouts on Base. Users can now access over 2 million domains with stablecoins
13) @smbcnikko_jp is building an institutional DeFi Gateway for Japan on Base. Opening a regulated path for Japanese institutions into DeFi
14) Yuno added stablecoin payments acceptance on Base. Merchants can enable one-click stablecoin checkout without new rails or extra integration work
15) @superformxyz brought SuperNVDA and SuperTSLA to Pendle on Base. Holders can lock in fixed yield, earn rewards, or position for yield upside on tokenized stocks
16) @birchhill_io launched the Groma Ecosystem Vault on Base. Users can lend USDC backed by Boston and Providence apartment buildings
17) @falconxglobal's USDC credit facility is live on Base. Lenders deposit native Base USDC to generate returns from institutional credit
18) Gennius is bringing digital-asset services to LatAm banks with Coinbase, starting in Argentina. Banks can convert eligible deposits into ONED USD, transfer 24/7, and enable Visa spending
19) @torosfinance launched Toros Options on Base. Users can trade over BTC, ETH and more asset options with cashback, and positions are tokenized on Base
20) @exa_app launched the first credit card backed by Coinbase Tokenized Stocks. Enabling users link a Coinbase account and spend against tokenized stock collateral
21) @lucamoneyapp extended its app to tokenized stocks on Base. Letting people in LATAM access them through the same simple digital-dollar experience
22) @zothdotio launched zMAG7 on Base. One stablecoin deposit holds equal-weight AMZNc, AAPLc, NVDAc, GOOGLc, METAc, MSFTc and TSLAc, backed by real shares in regulated custody
23) @mochatradeapp received its full $500K YC investment in USDC on Base
24) @credifi launched Credifi Zero. Anons and agents can qualify for credit with zero personal info
25) @opensea opened OpenSea Mobile to everyone. With new trade options, including memes, art, trading cards and perps on Base from one app
If I had $500k in crypto now, I would:
1. Go full-time crypto. Move somewhere cheap. One year to make it.
2. No BTC, no ETH, no SOL, no HYPE.
3. No memecoins. No directional leverage.
4. Allocate $250k to a delta-neutral strategy between @tradexyz and @metricxyz.
-> Short equity perps trading at a premium on tradexyz, buy the matching tokenized equities on metricxyz.
One strategy, three potential airdrops: HL S3 + tradexyz + metricxyz.
5. Allocate $50k to prediction markets on HIP-4. Market make tradfi outcomes. If options launch, be ready to arb them against a broker from day one.
6. Deposit and loop $200k of sUSDe on Aave.
-> Deposit sUSDe, borrow USDC, swap into more sUSDe. Use the net yield and some of the principal to cover living expenses.
Rotate into @acier, an upcoming lending protocol, when it's live.
7. Build AI apps on @flop_labs during testnet.
-> Vibe code your own apps. Use free testnet inference to get your first users and position yourself for the FLOP agent airdrop.
The goal: stay consistent and optimistic while positioning myself for potentially huge airdrops.
One year. Locked in.
defi "yields" dropped the day real yield meant something. half the APRs you chase are just inflationary tokens printed to lure your liquidity. the protocols making actual fees are boring and no one talks about them. that's the trade.
#DeFi