Web3 Explorer 👨🚀 | #DeFi advocator | Building the next-gen #RWA @RealtyX_DAO | Builder of #SpringX by @BuidlerDAO | Proud Member of @cyberport_hk Incubator
Woke up extremely bullish on DeFi and Ethereum today
Uniswap launched in the 2018 bear, when Ethereum sentiment was at all time lows
Uniswap and other defi projects relentlessly built through that bear market and proved how powerful Ethereum can be, catalyzing defi summer and everything since
Now vibes are down bad again and Uniswap intends to build our way out of it. Last time it was by proving defi is possible. This time it will be by proving defi is inevitable.
The internet brought two disruptive changes: existing businesses moving onto the internet, and the formation of new internet-native businesses
The same duality will exist for defi: the tokenization of all existing assets, and a growing vibrant economy of crypto native assets. And it’s all happening right now, with more and more assets being brought onchain, increasing the value and productivity of crypto native assets.
As this digital economy grows, Defi is being integrated everywhere - payment processors, brokerage accounts, asset issuers. It won't stop until we eat the entire global economy
Uniswap the liquidity layer + Ethereum the settlement layer. The perfect combination of low counterparty risk, permissionless, programmable infrastructure
And all this will result in huge growth in protocol volumes and fee generation. Which reminds me:
UNI burn hit all time highs today, after several new sources of protocol fees came online.
And there are many more to come: v4, uniswap x, aggregator hooks, more chains, etc
Now add in all the new assets coming onchain
We're still at the beginning 🦄
Agentic․Market shows what x402 makes possible:
If AI agents are going to operate autonomously, they need a native way to discover and use services. And as agents become major customers of APIs, providers need a place to get discovered.
Agentic․Market is that marketplace.
What @0xfluid did here, isn't charity.
It is simply meeting the demands of aWETH holders to regain immediate liquidity, reduce exposure to liquidation risk, eliminate the need to wait for resolution on rsETH bad debt, and help Fluid to pay down its own Fluid Lite Vault looping position holding $144M.
On any normal day, Fluid Lite Vault accepts ETH deposits, swaps for wstETH or weETH, and deposits them as collateral on Aave V3 and Fluid, where it then borrows ETH against them, swaps for more collateral, borrows more ETH, etc and generates ETH yield.
Because aWETH holders on Aave cannot withdraw their collateral due to 100% utilization, and in many cases, have borrowed against their aWETH collateral (stables or ETH), Fluid created a tool to meet everyone's needs:
1⃣ Fluid buys your aWETH
2⃣ Then, sells you wstETH or weETH (2% cost)
3⃣ Your newly acquired wstETH or weETH lands in your Aave position, maintaining your current debt position on Aave (not any vampire attack)
Ultimately, you are still in an Aave position but now instead of ETH with say borrowed USDC or USDT, you have wstETH or weETH collateral with borrowed stables.
The result is you gain full control of your position again, the ability to exit if you like by having a different collateral (wstETH or weETH).
Meanwhile, Fluid further unwinds its own looping position, having withdrawn some wstETH or weETH that was sold to you, plus using the newly bought aWETH to pay back its own ETH debt on Aave.
Fluid is basically a mega-looper on Aave V3 and also now a mega ETH buyer of Aave ETH (aWETH), helping you to regain control of your liquidity by switching your collateral to something unaffected by this weekend, wstETH and weETH.
It's a win-win. Plus it does the markets some good to safely unwind more leverage out of ETH loops on Aave.
@smykjain and @0xfluid team play on another level 🐐
“The reason we did an L2 was we wanted to get the security from Ethereum, the decentralization from Ethereum, and also the liquidity that is part of the EVM…[and] to be able to really focus on what we are good at”
-Robinhood
Ethereum L2s: the best business model crypto
(1/3)
after 12 years of working in crypto I've decided I will continue working in crypto because there is no mission more important than building a global economy that increases innovation, creativity, and freedom
RealtyX DAO is featured in the 2025 RWA Report by @Dune × @RWA_xyz, recognized for driving real estate traction beyond treasuries.
➝ $1.35M+ TVL
➝ 6.9% avg rental yield
We’re not just tokenizing property, we’re building programmable, yield-bearing, composable RWA assets.
The Rebirth Of Ethereum Derivatives
While everyone has been fighting over which L2 or alt-L1 has the lowest fees and highest TPS, a derivatives revolution has been underway on the Ethereum Mainnet.
That revolution starts with Synthetix.
📘 https://t.co/U0ICXy3eqp
🧵⬇️
💠 $UNI l @Uniswap l MC: $6.17B
Uniswap is an AMM-based DEX on Ethereum, launched in 2018 by Hayden Adams.
It enables trustless ERC-20 swaps via smart contracts - no middlemen.
Studying RWAfi is fun & 🤑
RealtyX RWA-backed lending now live on @plumenetwork & @merkl_xyz incentive pool (extra $pUSD) is here too!
Farm $pUSD, stack Plume Points, choose your RWA below:
💰aRST (permissionless)
👉RST (yield-bearing)
More $pUSD or PP? Let me know
TL;DW🧵👇