Smokin Ted

Research & Strategy @TailoredWeb3

[andrew.moh @andrewmoh]

Will @Infinit_Labs strategies benefit from the new LI.​FI Intents?

A few days ago, @lifiprotocol introduces the new intents infra that fastens up the path to bring enterprise-grade products on-chain.

In short, there're 3 pillars to focus:

+ stablecoin payment
+ accessibility to RWAs
+ compliant onchain liquidity

As LI.​FI contributes to a wide range of strategies on INFINIT P2D, these new intents are big pluses to boost up the useage of LI.​FI.

When LI.​FI Intents offer gasless flows and access to RWAs, this opens gate for RWAs to flow through a wide ecosystem that INFINIT has been building.

imo, new RWA-related strategies with LI.​FI supported will present on INFINIT.

[rektdiomedes @rektdiomedes]

@0xadriandefi @houseofslug @CurveCap @FirepanHQ @_10delta_ And, of course, the wonderful Alina-

One of the three gigabrains over at @TailoredWeb3 (along with @JiraiyaReal and @_SmokinTed)...

Make sure to give her a follow!

https://t.co/FuGDCyL62I

[rektdiomedes @rektdiomedes]

FF - 5 More Great Accounts To Follow 💪

...

> @0xadriandefi - has been publishing an absolutely fantastic crypto/macro s*bstack as of late, extremely smart dude

> @houseofslug - wholesome-maxxed gud friend of mine... brypto with a literary bent :)

> @CurveCap - ya'll might not realize this is the famous CURVECAP aka Gerrit bc he changed his name and pfp... but he is the same gigabrain who used to do weekly Curve Finance videos and one of my best friends in the entire space - make sure to follow and/or put on notifications!

> @_10delta_ - already has large account but has become one my absolute favorite follows on this entire app as of late so wanted to evangelize his account - macro/crypto/schizo content similar to my own... absolute must-follow...

> @web3_alina - gigabrain defi poster + marketer at Tailored - uber-wholesome S-Tier CT denizen :)

Will link to something from all of them below and HIGHLY recommend following them all!

[Keno @kenodnb]

Most L1s promise to scale.

@NEARProtocol is actually doing it.

Quantum-resistant signing. Private cross-chain swaps. Verifiable AI inference. A super app with strong adoption.

Here is everything shipping in NEAR's 2026 stack.

[rektdiomedes @rektdiomedes]

Crypto + Macro Stuff I'm Looking At Today

...

- Total crypto market cap at $2.595T (previous ATH was $4.38T last October)

- Stonks at ATH's

- Taiwanese and South Korean stock markets especially surging

- Interesting fact, Taiwan's stock market is now just under $5T, or almost double the size of crypto in its entirety

- Iran and US have apparently drafted a 'Memorandum Of Understanding'

- Gold at $4,445.50

- Oil at $89.75

- Next FOMC Meeting (Warsh's first chance to cut rates) is coming June 17th

- Privacy narrative hot right now with coins like $ZEC and $VVV outperforming

- Also $SUI says they will apparently launch private transactions soon

- Variational and other tokenless perps dex's are still dominating airdrop discourse

- PCE Inflation data and US Q1 GDP data both come out tomorrow

- Crypto Fear & Greed Index falls to 25

- A number of Asian countries are apparently blocking access to Polymarket due to gambling regulations

- Fastest-growing protocols on the weekly with at least $10M TVL (as per DefiLlama) are: Rain, Maya Protocol, EGAS Swap, Railgun, and LINEAR Protocol

- Fastest-growing chains on the weekly with at least $10M TVL are: Strato, Citrea, Fluent, Near, and Stable

- Top 10 crypto entities by 7 day fee generation are: Tether, Circle, Uniswap, Pump, Hyperliquid, Canton, Polymarket, Lido, Aave, and Tron

Conclusion

Keep putting in the reps lads :)

Crypto is clearly the most out of favor asset that exists at the moment.

I keep hearing people talk about "day-trading" stocks... keep hearing about Pokemon cards and TCG's generally...

But absolutely nothing about crypto :)

This is good though - you want to build positions in stuff that is out of favor.

Total crypto market cap is also absolutely tiny at this point - it will not take much in the way of inflows to pump it way higher.

Right now the out of favor assets are real estate and crypto, and the in-favor ones are stocks, gold (though seems to be cooling down), and collectibles.

Think stocks will keep going higher, but I think both real estate (at least residential real estate in the US that is) and crypto are getting ready to shine again soon.

We will see though :)

As always let me know what I missed and please RT if you enjoyed! 💪

[Smokin Ted @_SmokinTed]

@phtevenstrong @washghost1 I write with Lamy everyday, workhorses

[Smokin Ted @_SmokinTed]

@kenodnb 5 more ser to retirement

[Keno @kenodnb]

DeFi has been really active lately.

Feels good to see this energy again.

Time to Farm Smart, Not Hard #95 🧵

[rektdiomedes @rektdiomedes]

Crypto + Macro Stuff I'm Looking At Today

...

- $QQQ just relentless... thought 10 year spiking would push it down but just keeps going higher

- Final draft of an Iran deal has apparently been reached

- Oil has fallen to $96 (still have my short open)

- $HYPE absolutely killing it, up 132% on the year

- Warsh sworn in today, faces the highest 10 year yields of any Fed chair since Alan Greenspan in 1987 (which is quite bullish to my mind as it means rates have a long way to come down)

- MegaETH shuts down Terminal program

- PumpFun introduces USDC pairs

- SpaceX files for its IPO

- Trump admin investing $2B in quantum computing companies

- Aave proposal to expand to Monad

- Max bearishness around Ethereum on the TL (could be bottom signal imho)

- Polymarket launches pre-IPO markets

- Three more crypto projects shut down this week: syndicatedotio, EverclearOrg, and zerodotnetwork

- Oh and also FantasyTop - to much debate and contention

- Variational raised $50M in funding, catalyzing further excitement about their prospective airdrop from users

- Still seeing interesting in Nado/Ink in airdrop circles too

- Also prjx_hl airdrop today apparently

- And Solstice postponed its TGE to May 25th

Conclusion

That is everything lads!

Am currently on first day of a big 5 day IRL pirate-maxxing adventure :)

Will still be active on the twitter machine though!

As always let me know what I missed and please RT if you enjoyed!

[The Daily Degen @thedailydegenhq]

The Daily Degen - Wednesday, May 20th, 2026

Airdrops, Doves, Octopi, StockFi, Macro, Videos, + New Projects! + $BTC, $VVV, $HYPE, $ZEC, and more!

Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!):
- @pahueg (S-Tier of S-Tier crypto/macro YouTuber)

And shout-out to new projects highlighted: @piggybank_fi, @open_fi_

And please RT/etc to support!

Link in next tweet 👇

[Smokin Ted @_SmokinTed]

@cryptorinweb3 :)

[Smokin Ted @_SmokinTed]

@belizardd love ya brother ❤️

[rektdiomedes @rektdiomedes]

https://t.co/pIST8yW1Kb

[Smokin Ted @_SmokinTed]

@web3_alina $1

[Keno @kenodnb]

Every week, @pendle_fi does something that makes it harder to argue against.

Protocols are increasingly building their liquidity strategy around Pendle.

APYX and Saturn are the clearest examples of this right now.

@apyx_fi launched on Pendle and went from $26M to $371M TVL in two and a half months.

A 14.3x increase.

Pendle holds roughly 77% of all APYX TVL.

That is not a protocol using Pendle as one tool among many.

That is a protocol whose liquidity expansion is being driven through Pendle.

@saturn_credit tells the same story from a different angle.

$48.7M to $159.8M in thirty days.

Native USDat holders grew 12x since listing.

Pendle holds 48% of Saturn TVL.

The PT markets are currently offering around 19% fixed APY.

If you are willing to loop on @Morpho, yields can stretch to 60–110%.

PT-apxUSD and PT-apyUSD are now the largest PT markets on Morpho with $50.5M TVL combined.

The Paxos USDG pool crossed $200M TVL.

These numbers are not happening because Pendle got lucky with timing.

They are happening because the protocol built something that serious capital wants to sit inside.

Now for the part most people overlook.

The orderbook upgrade quietly changed the efficiency of everything.

Before the migration, the orderbook handled 38.4% of volume.

It now handles 59.9% of volume.

$1.64B has been routed since the migration, a 2.5x increase even while TVL contracted.

Volume efficiency improved while TVL declined.

Half of all markets can now absorb $100K+ at under 2% price impact.

The largest single trade absorbed was $13.3M on Global Dollar.

The LO incentive numbers deserve their own moment.

Roughly $32K spent generated around $280K in fees.

Nearly 9x efficiency, and still climbing weekly.

Most liquidity incentives bleed capital.

They only work when the underlying product is strong.

Emissions were cut 36.5%.

73% of remaining emissions are now directed toward fee-generating pools through AIM.

97.27M PENDLE staked, which is 35% of circulating supply.

The protocol is getting leaner and more efficient at the same time.

That combination is rare.

@boros_fi does not fit neatly into any existing category.

That is exactly why it is worth paying attention to.

OI is at $125M, up 12.9% week over week.

Volume sits at $52.5M, up 5.7%.

Brent Oil, WTI Oil, Gold, Silver, the S&P 500, SOL, XRP, and HYPE across Hyperliquid, Binance, OKX, Bybit, and Lighter.

Thirty-eight active markets in total.

That list is worth reading slowly.

Oil. Gold. Silver. The S&P 500.

Pendle, a protocol built around yield, now has markets tied to macro assets traded across global finance.

That is not a small product decision. That is a statement about what this protocol intends to become.

BTC and ETH liquidity also improved this week, with OI rebuilding across 18 markets spanning four exchanges.

[INFINIT @Infinit_Labs]

41.05% APY. 21 steps. One click on INFINIT.

@kenodnb built this strategy using Prompt-to-DeFi on INFINIT.

Swap USDC into PT-apyUSD on Pendle. Supply as collateral on Morpho at 86% LLTV. Borrow USDC back at 75% LTV. Loop it 6 times over. Stack yield.

On paper, straightforward. In practice, hours of manual work across 21 steps.

On INFINIT, you run this exact flow like @kenodnb in one click. Collateral set. Borrow executed. Loop closed. Done.

21 steps. 41.05% APY. One click. That's the new way to DeFi.

Are you still going through 21 steps or already doing it in one click?

[Smokin Ted @_SmokinTed]

@kenodnb spicy ser

[Keno @kenodnb]

This is what the future of finance looks like.

[INFINIT @Infinit_Labs]

They built DeFi strategies. Thousands ran them. The leaderboard noticed.

INFINIT's Prompt-to-DeFi Leaderboard ranks Strategists purely
by executions.

Every user who runs your strategy is a vote pushing you higher.

Here's the current top 3 strategists of the leaderboard:

👑 #1 @0xTindorr: 2,190 executions | $6.47M TVF
Top Strategy: PT cUSD Looping on Morpho

🥈 #2 @Flowslikeosmo: 1,758 executions | $7.86M TVF
Top Strategy: (Re)al Internet Money

🥉 #3 @kenodnb: 651 executions | $376K TVF
Top Strategy: Yields & Points across 6+ protocols

A few great strategies, distributed widely, beats many
strategies nobody finds.

The leaderboard is live. Your name could be next.

What are you building to climb the leaderboard?

[Smokin Ted @_SmokinTed]

@kenodnb Coke and yields