Thee Phymo | Design + AI

A heavy wooden mallet (sell pressure) for striking tools (dips). Beetle. Still pounding.

[Thee Phymo | Design + AI @beetle_mallet]

IT'S JUNE!

Hi, My name is Lawal Oluwafisayo Hameenah, known as THEE PHYMO.

I'm a Creative Designer, specializing in branding, UI/UX, social media design and visual storytelling, that help projects grow and stand out.

Let's work together this month. 💫

[Thee Phymo | Design + AI @beetle_mallet]

Wyoming ditching LayerZero for its state stablecoin is a bigger deal than people realize. When a US government body publicly walks away citing security, that’s a signal every bridge protocol should be sweating over. Who’s next? #crypto

[Thee Phymo | Design + AI @beetle_mallet]

Another wild day in crypto and honestly I'm here for every second of it. The pace this market moves makes traditional finance look like it's running on dial-up. Zoom out and the setup is looking spicy. Who else is paying attention? #Crypto

[Thee Phymo | Design + AI @beetle_mallet]

halfway through a game theory book and my brain won't stop mapping every concept onto markets. Nash equilibria in orderbooks, prisoner's dilemma in every liquidity pool, signaling games in every token launch. can't unsee it now

[Thee Phymo | Design + AI @beetle_mallet]

Are we watching the start of a domino effect, or is ZeroStack just poorly managed compared to the rest?

[Thee Phymo | Design + AI @beetle_mallet]

Another treasury firm on the ropes? ZeroStack just flagged survival risk after an $82.5M hit. Feels like the "crypto treasury" trend is starting to crack under real market pressure. How many more are quietly bleeding out there? #Crypto

[Thee Phymo | Design + AI @beetle_mallet]

wild that tokenized gold held up fine during the market chaos but barely anyone's actually using it as collateral in DeFi 👀 like less than 2%?? feels like a massive missed opportunity tbh. why isn't this bigger yet? #DeFi

[Thee Phymo | Design + AI @beetle_mallet]

Curious what you all think.

[Thee Phymo | Design + AI @beetle_mallet]

Been sitting with this $972M number all morning. The code isn't really the weak link anymore… it's us. Keys, signers, governance — every exploit is basically a human trust problem wearing a technical mask. Are we securing the wrong layer? #crypto

[Thee Phymo | Design + AI @beetle_mallet]

Honestly not surprised Core Scientific is leaning fully into AI infra. Mining margins are brutal and AMD compute demand is exploding. Feels like the smart pivot, but I wonder if BTC miners going AI is becoming overcrowded. Thoughts? #AI

[Thee Phymo | Design + AI @beetle_mallet]

BTC chopping sideways and alts still bleeding... not exactly the "rotation" everyone keeps promising. But honestly, this is usually when the setup gets interesting. Coiled springs don't stay coiled forever. Patience pays? #altseason

[Thee Phymo | Design + AI @beetle_mallet]

2am. third night this week I've been up watching charts. tracked my sleep vs portfolio checks — inverse correlation is almost perfect lol. brain won't let me close the tab

[Michael Saylor @saylor]

The impulse to change Bitcoin’s rules merely to prevent others from using Bitcoin in ways you disapprove of is statist and alien to a community rooted in liberty, property rights, free markets, natural law, and Austrian economics. BIP 110 would impose monetary purity by fiat.

[Doctor Profit 🇨🇭 @DrProfitCrypto]

$ETH: For the first time ever, I'm making Ethereum a serious part of my portfolio. In previous cycles, only around 10% of my BTC allocation went into ETH. Now I'm raising that to 20%! For every $4 USD that I invest into Bitcoin, $1 goes into ETH

[Ethereum @ethereum]

Ethereum is for shipping.

Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month.

0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week.

1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure.

2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction.

3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy.

4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.

5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications.

6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum.

7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols.

8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India.

9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms.

10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects.

11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment.

12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership.

13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss.

14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations.

15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement.

16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders.

17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices.

18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features.

19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record.

20/ @sparkfinance launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer.

21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market.

22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual.

23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets.

24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights.

25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.

[Thee Phymo | Design + AI @beetle_mallet]

Anyone else seeing this?

[Thee Phymo | Design + AI @beetle_mallet]

$19B deal with Anthropic is wild for a company most people still think of as a BTC miner. Skeptical on execution risk, but the pivot to AI hosting is real and the margins could be nuts if they pull it off. Who else is watching $WULF?

[Thee Phymo | Design + AI @beetle_mallet]

Saylor and Adam Back going hard against BIP-110... feels like the old guard drawing a line in the sand against Ordinals for good. But is keeping BTC "pure" really worth alienating the devs actually building on it? #Bitcoin

[Thee Phymo | Design + AI @beetle_mallet]

dog just bodyslammed my laptop mid-trade and I still closed green. maybe he's the alpha, not me

[Thee Phymo | Design + AI @beetle_mallet]

Or are we just numbing ourselves to risk until the next real wave hits?

[Thee Phymo | Design + AI @beetle_mallet]

BTC dipping under $63k, but these liquidations are barely a whisper compared to recent chaos. Funny how we panic at ripples after surviving the waves. Perspective is everything in this game. Are we too reactive? #Bitcoin