bitmonk

BD + Research | Building AI-powered competitor intelligence for crypto and AI startups | Sharing what I learn daily

[bitmonk @bitmonk0x]

Every financial market. One chain. One engine. https://t.co/xRQbBVLXCq

[bitmonk @bitmonk0x]

Look forward to try #bitchat, Has anyone tried it ?
@jack is cooking something against the system.. many are already planning to block it ..

[Stacy Muur @stacy_muur]

The stablecoin yield leaderboard looks a lot different this week.

@MidasRWA actually takes up two spots in the top three, with both $mHYPER and $mF-ONE making the cut.

Here's your weekly snapshot of the best stablecoin yield opportunities with more than $10M in TVL ↓

• @MidasRWA $mHYPER – 12.23% APY

Yield comes from a diversified portfolio of market-neutral, stablecoin-focused strategies deployed across onchain markets and managed by Hyperithm.

• @gaib_ai $sAID – 10.94% APY

Yield comes from interest on AI infrastructure financing (GPUs, robotics), alongside T-bill and stablecoin reserves.

• @MidasRWA $mF-ONE – 10.21% APY

Yield comes from Fasanara Capital's strategy across fintech receivables, SME lending, real estate-backed private credit, and delta-neutral digital asset positions.

• @UnitasLabs $sUSDu – 9.55% APY

Yield comes from delta-neutral strategies capturing liquidity-provisioning fees, trader activity, funding rates, and protocol fees (including JLP hedging).

• @opentrade_io $XUPL – 9.50% APY

Yield comes from short-dated, self-liquidating payment receivables generated through cross-border payment flows.

• @noon_capital $sUSN – 8.72% APY

Yield comes from capital deployed across delta-neutral strategies, tokenized T-bills, DeFi lending, and discounted Pendle principal tokens.

• @avantprotocol $savUSD – 8.21% APY

Yield comes from an actively managed mix of market-neutral basis trades, lending-rate arbitrage, and other onchain strategies.

• @infiniFi $siUSD – 7.81% APY

Yield comes from capital allocated across DeFi lending and duration strategies (Ethena, Pendle, Aave).

• @USDai_Official $sUSDai – 7.79% APY

Yield comes from interest on GPU-backed loans and T-bill returns on idle reserves.

• @gauntlet_xyz $gtUSDa – 7.78% APY

Yield from actively managed liquidity across DeFi lending protocols, basis trades, and market-neutral strategies.

Looks like the biggest change this week is the range of yield sources.

[bitmonk @bitmonk0x]

@psomkarbuilds So whats should they do!! We all have to try it out to build something... now the comp is too big as every one is builder now..

[bitmonk @bitmonk0x]

And 100s of tabs with AI content

[Omkar @omkarships]

before AI, I had 3 unfinished projects .

after AI, I have 87 unfinished projects.

[HYPEconomist @HYPEconomist]

prediction markets are doing ~$800M in daily trading volume

hyperliquid announced permissionless outcome market deployments

$100M in daily HIP-4 volume would generate $1-2M in buybacks per month

[bitmonk @bitmonk0x]

@thsottiaux I am just trying to vibe code , an agentic app for local businesses.

[bitmonk @bitmonk0x]

@elonmusk You must have some graphic with this link.. its look too dead.. though cool too see the live update..

[bitmonk @bitmonk0x]

@matchametaxyz Its the best, Matcha meta.. you provided a solution without moving to 3-4 app from swapping, cross chain or bridging.

[bitmonk @bitmonk0x]

@matchametaxyz @LiquidLaunchHL I wish @GluexProtocol must be on this list but unfortunately they also made the sunset of the project.

[bitmonk @bitmonk0x]

It always great to see the transition of Spanish football. I have been following them from so many childhood and they are the real footballing nation. They played a well-defined football from the start of the tournament and they deserve to be the football World Cup champions 🏆. Congratulations to Spanish football. And I'm grateful to @TeamMessi and @Cristiano for keeping up this tournament on the top of the tier.

[Balaji @balajis]

India is building startup cities.

[bitmonk @bitmonk0x]

Its like yesterday when I had my first experience with 8 miles, it was all goosebumps and testosterone level was on another level.. He is living legend. And the movie feels so real that made the 8 miles more connected with masses..

[cinesthetic. @TheCinesthetic]

Eminem in 8 Mile (2002) still feels like one of the biggest what-ifs in acting. He walked away after delivering a performance that felt completely authentic, and never really gave Hollywood another shot.

[bitmonk @bitmonk0x]

@ManOfFocus_ You dont have to say the blunt truth bro😂😂 focus is the new money.. very few can afford in the this content economy..

[bitmonk @bitmonk0x]

@HYPEconomist Thats what you get when you become the POTUS, freebies.. they will take every chunk as it is possible.. bt who will going to question coz he is powering the projects all around the world.. the Stables, the USD stable are going to powerhouse of Crypto.. thats what it is..

[bitmonk @bitmonk0x]

Just a start for @HyperliquidX , many more to come..

[jeff.hl @chameleon_jeff]

Africa's largest crypto exchange will power their core perps offering directly using Hyperliquid's onchain liquidity. This is a major milestone that will redefine how the next generation of financial applications are built.

The breakthrough of cloud computing was that any startup could quickly test their idea, with the comfort that the infrastructure would scale with their business. As the most liquid global venue for assets such as BTC, Hyperliquid will play the same role in the global economy. By tapping into the deepest onchain liquidity, builders can instead focus on their product and users.

Huge congratulations to the VALR team. We are honored that they chose to build on Hyperliquid. Excited to scale together!

[bitmonk @bitmonk0x]

12/
If you're allocating into any vault product right now, the one question worth asking the team

"What's your net positioning and what happens to this APR if the market reverses hard tomorrow"

[bitmonk @bitmonk0x]

1/
Lost money in a "40% APR" prep vault before I understood what I was actually buying.

Not because the vault lied. Because I never asked what was generating that number.

Took me a bad month and a lot of digging to actually understand it. Sharing it here so you don't pay the same tuition.
🧵

[bitmonk @bitmonk0x]

11/
Most depositors are underwriting a number.

You should be underwriting a return stream. Know which of the three you're actually exposed to before the market decides for you.