anze

stealth / ex-everclear (fka connext)

researching · evangelizing · BDing

[anze @anzep13]

It seems pretty clear which alts to hold and long this cycle.

Friendly reminder of protocols doing buybacks, besides Hyperliquid obviously.

Last 30 days, via DefiLlama:
• $PUMP @Pumpfun - $23.5M
• $SKY @SkyEcosystem - $4.7M
• $RAY @Raydium - $4.4M
• $JUP @JupiterExchange - $3.5M
• $LIT @Lighter_xyz - $2.9M
• $SPK @sparkfinance - $1.1M

Bring the buyback in.

Higher for longer.

[tradfi news @tradfi]

*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION

*SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS

*SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES

*SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS

*SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT

[anze @anzep13]

@definikos Great breakdown, also clean pic sir

[anze @anzep13]

@GazvodaMatjaz Congrats lil homie

[anze @anzep13]

@waitwhatwinnie Is this Ubud?

[anze @anzep13]

@larsencc Let’s get it.

Good morning.

[anze @anzep13]

@larsencc Only way

[anze @anzep13]

@rektdiomedes @aave @ethena The lore runs deep

[anze @anzep13]

Big week for RWA and DeFi.

Could literally say that every week, but feels like we're only getting started.

Here's a short summary of what caught my eye:

DeFi integrations
• @aave - Coinbase tokenized stocks live on V4
• @ethena - equity perps basis trade with Binance, ~11% avg basis (hello loopers)

RWA products
• @Ondo - Intelligent Portfolios, 3 tokenized portfolios built on BlackRock strategies
• @plumenetwork - nPRIME vault, yield from Figure's $30B home equity lending market
• @RockawayX - launched Catapult, an accelerator for founders bringing yield-bearing RWAs onchain

TGE news
• @jumperapp - $JUMP token sale on Legion
• @variational_io - $VAR tokenomics, 32% airdrop, TGE in Q4

Exciting times ahead, have a great weekend everyone.

[Beff (e/acc) @beffjezos]

This is effective acceleration of civilization btw

We need to keep going

e/acc

[anze @anzep13]

@EtherfuseDave Lmao, which neobank?

[anze @anzep13]

@zord4n @tanjaweb3 @jumperapp @lifiprotocol Epic vid!

[anze @anzep13]

@0xmryan We’re gonna miss it, but still a chad nonetheless 🫡

[anze @anzep13]

@rektdiomedes @aave @ethena Renaissance coded! 💪

[anze @anzep13]

@KatieAWheeler @Ondo Ondo morning

[anze @anzep13]

@ustyianskyi @aave @ethena Huge indeed

[anze @anzep13]

@KatieAWheeler @aave @ethena Great work!

[anze @anzep13]

@ttrofel @Loopscale Yield goes brrr

[anze @anzep13]

@KringleNik Yup, you can feel smth changed

Bring old algo back lol

[anze @anzep13]

@itsgleninnit Let me send you a proper deck then