Randy Myers

[Randy Myers @RandyMy]

@CarlonCarpenter #TotalSoccer

[Randy Myers @RandyMy]

@LamdarhriAchraf @BetweenThePosts #TotalSoccer

[Randy Myers @RandyMy]

We call it Total Soccer. #TotalSoccer

[USMNT Only @usmntonly]

Just look at the passing and sequence of play for the USMNT in the buildup to Gio Reyna's goal to make it 4-1 against Paraguay in their World Cup opening match.

POCHETTINO BALL 🇺🇸🔥👏

[Randy Myers @RandyMy]

@jaymesrosenthal and @Globalflows put in the work.

[Jaymes R. @jaymesrosenthal]

If you guys follow @Globalflows and have learned/benefited over the last year…

Repost this and comment so we can get more eyeballs on his work. Absolute chad who I’ll be supporting as long as I’m in the space.

He’s been Jon Snow’n against so many doomers the past 6 months and it’s proving that there’s more depth to this game of global capital than we all could possibly understand.

There’s levels to this ish

[Colin McCarthy @US_Stormwatch]

Insane stat of the day: California almonds use roughly 3–5.5 million acre-feet of water per year, depending on methodology.

That's ~4-7x more water than all data centers in North America used combined in 2025.

[Randy Myers @RandyMy]

They win it.

[England @England]

Come Together.

[Troll Football @TrollFootball]

USA 2026 World Cup summed up in a single frame

[Randy Myers @RandyMy]

@IamWe_Us @Chen @grok Answer the man @grok

[Randy Myers @RandyMy]

Follow @reidlikeabook and watch him cook.

[Tanaka @Tanaka_L2]

🧵The Credit Layer for DeFi just got its biggest proof of concept yet

I’ve been saying it for months, DeFi’s real maturation isn’t another DEX or perp farm.

It’s the credit layer → proper origination, structuring, distribution, and liquidity for real-world yield, undercollateralized lending, and RWA-backed assets that actually price risk instead of just overcollateralizing everything.

The tweet from @reidlikeabook yesterday hit different.

Figure + HastraFi built the full stack: onchain HELOC pools $PRIME that hit $610M deposits on Kamino in four months, zero token incentives, $6.5M+ interest paid out, and now expanding to Ethereum via Morpho vaults + Sentora curation.

Then they’re launching AUTO (auto loans) with real credit enhancements with 2.4x OC, reserves, first-loss equity.

This is exactly the origination + standardization (Forge) DeFi has been missing.

No more tokenized fund exposure. This is fungible, divisible, liquid loan participation tokens with a built-in bid floor from Wall Street securitization.

Real-time data from DefiLlama showing that:

– DeFi Lending TVL: $52.85B → core of the entire ~$100B+ DeFi eco.

– @aave: Still king at $26.14B TVL, $44.3B supplied, $18.2B borrowed, $1T+ cumulative loans. Institutions treat it like prime brokerage now.

– @Morpho: $7.73B TVL → the optimizer everyone’s routing through and now getting PRIME yield. Apollo’s token deal + Coinbase integration = institutional validation.

– @maplefinance: $1.9B TVL, $2.4B active loans → short-duration institutional credit crushing it post-pivot.

– @HastraFi /PRIME: Already $610M+ on Solana alone. This is fresh alpha.

Top Protocols by Credit Layer Category from my current conviction ranking:

[1] Overcollateralized Money Markets

– Aave - undisputed #1. Multi-chain, flash loans, GHO, institutional risk params.

– Morpho - vaults + curators = better rates than base pools. Now the home for PRIME on ETH.

– @sparkdotfi / @Compound_xyz - solid but more legacy.

[2] Modular / Optimized Lending

– Morpho (again) + emerging Solana plays like Kamino (now powering PRIME).

– These are where capital efficiency shines.

[3] Undercollateralized / True Credit Markets

– Maple - institutional secured lending done right. Massive growth in 2025, syrup pools delivering sustainable yield.

– @goldfinch_fi - tranched pools + AI scoring for emerging markets. Steady performer, real impact.

[4] RWA-Backed / Private Credit Origination

– @centrifuge - tokenizing invoices, treasuries, private credit across 8+ chains.

– @HastraFi / Figure Forge - the one I’m watching closest right now. Real asset origination (HELOCs → AUTO → receivables/SMB) turned into DeFi-native collateral.

Latest Catalysts Heating This Up

– HastraFi PRIME launch → $610M organic deposits on real yield, no emissions. Proves durable RWA demand exists when execution is clean. ETH expansion incoming.

– Institutional flows → Apollo staking in Morpho, banks studying Aave V3, tokenized private credit still exploding.

– RWA + AI scoring → Better default prediction + standardized loan tokens = lower perceived risk for allocators.

– Cross-chain maturity → Solana (Kamino) + ETH (Morpho) connected to the same cash-flow engines.

DeFi already built the lending rails. The credit layer is what turns it into actual global financial infra: transparent, composable, 24/7 credit markets without the middlemen gates.

I believe we’re originating real loans onchain, structuring them for DeFi, and distributing yield to anyone with a wallet.

I’m actively allocating here, core safety in Aave/Morpho, asymmetric upside in Maple + HastraFi-style RWA plays.

The next leg is DeFi becoming the rails for real credit creation.

This is the maturation I’ve been grinding for since the early yield farming days.

[Kim Dotcom @KimDotcom]

Told my wife to have dinner ready at 6 or I will obliterate her entire civilization.

She now charges me a fee to use the bathroom, that used to be free, and I didn't get dinner. WTF

[Reid Wiseman @astro_reid]

On the helicopter leaving the ship right now. This planet is impossibly beautiful from every altitude I’ve seen it…surface to 250,000 miles

[Randy Myers @RandyMy]

@gogogunny Any little stumble and this is 60%. You could Sell 70, cover at 60, and then enjoy your no stress Sunday.

[Randy Myers @RandyMy]

@ianbremmer The coveted Taco Bell Prize.

[Alvin Foo @alvinfoo]

Sadio Mane, a Senegalese soccer star, earns approximately $10.2 million annually. He gave the world a rude awakenng after some fans were flabbergasted when they saw him carrying a cracked iPhone 11. His response was awesome:

"Why would I want ten Ferraris, 20 diamond watches, and two jet planes? I starved, I worked in the fields, played brefoot, and I didn't go to school. Now I can help people. I prefer to build schools and give poor people food or clothing. I have built schools and a stadium, provide clothes, shoes, and food for people in extreme poverty. In addition, I give 70 euros per month to all people from a very poor Senegalese region in order to contribute to their family economy. I do not need to display luxury cars, luxury homes, trips, and even planes. I prefer that my people receive some of what life has given me.

[Randy Myers @RandyMy]

This is a classic.

[🇺🇦 David Griner 🇺🇦 @griner]

27 years ago I accidentally ran the hardest, strangest Easter egg hunt my hometown had probably ever seen.

Here’s what happened:

[Randy Myers @RandyMy]

@fintechfrank Markets ≠ Events. But the growth is insane.

[Randy Myers @RandyMy]

@ThornThimble @JamieBonkiewicz TACO BELL PRIZE

[Randy Myers @RandyMy]

@KenzoLorenzo69 @MikeIppolito_ @figuregpt @Figure

[Dan Carlin @dccommonsense]

As we watch things spin out of control in the Middle East I can't help but recall, and I've said it many, many times before and I'll say it again: one human being should not be able to have all this power. The Founders didn't want it that way and they were 100% right.

[Randy Myers @RandyMy]

@valkenburgh This has Hester Peirce written all over it. So good.