CryptoDawg

[Avi @AviFelman]

This week I recorded a phenomenal episode with @ThinkingUSD about crypto, trading and life. He’s one of the smartest investors and builders in the space. Must listen episode https://t.co/roLKT5TO4p

[Delphi Digital @Delphi_Digital]

https://t.co/Licr1Pkp0Q

[CryptoDawg @Cryptodawg7]

ETH hit at 3.2k. Now we roll (& pray)

[CryptoDawg @Cryptodawg7]

Going max long at 94k and 3.2k

[CryptoDawg @Cryptodawg7]

Going max long at 94k and 3.2k

[CryptoDawg @Cryptodawg7]

@PlayPudgyParty Party Morning

[Andy @andyyy]

We had Ryan Watkins on the show this week to hear his bull thesis on Hyperliquid & Ethena, his takes on crypto's upcoming 'mag 7', how he's thinking about stablecoins & this market cycle.

Great for investors of all types.

https://t.co/zARE7BuWDI

[bebi @Bebibuy]

🐧 Pudgy Ecosystem: Explained

@LucaNetz has been everywhere lately, dropping alpha 👀
From Pudgy → $PENGU → Abstract… it’s all connected

I turned 5+ hrs of content into 24 min: 8 clips + recaps

🧵👇

[hdf @PaikCapital]

Some projects I've used on @HyperliquidX EVM over the past few weeks now:

- Hyperbeat (used to stake HYPE for stHYPE/wstHYPE 1:1)

- Hypurr (used to borrow against HYPE)

- HyperLend (used to lend HYPE/wstHYPE)

- Hyperbeat pt. 2 (vaults that do all the farming for you - a bit risker since it allocates capital for you giving you max exposure to the eco)

- Felix (wish you could just deposit HYPE, but have borrowed some feUSD to test)

- Hyperswap (used to swap stHYPE/HYPE and also buy few coins)

- Purrsec (actually a great explorer with usefully parsed info from protocols)

Will probably do a deeper dive into reviewing the protocols building in the eco.

For now, just experimenting and depositing.

[Ping @DegenPing]

animal spirits for a few
conference dump into june
early june fakeout (degenping is the next owen)
joyful june.exe
kimchi premium pumps
btc animal spirit followed by alts
rest week
some moon cycles in between
jetavana july (retreat season)

nyc is not a joyful place.

[toto @totofdn]

Hyperliquid was the best airdrop of 2024, HyperEVM could be the best of 2025🪂

Today, I'm sharing my full farming strategy, including my tier list of the best protocols to farm

1- @hyperlendx

S-tier protocol, the main lending market of HyperEVM, they already catched +50m of tvl within 2 weeks, just from $HYPE deposits

@hyperlendx have a points system, that gives a certain number of points every week based on protocol usage (supplying + borrowing)

Toto's strategy: I'm max supplying all my $HYPE, then borrowing 75% of my supplied amount using e-mode. This way I can have full exposure to @hyperlendx while farming other protocols with my borrowed $HYPE

2- @felixprotocol

Liquity fork of HyperEVM, which allow you to mint $feUSD using $HYPE as collateral.
Another HyperEVM top tier protocol, they already catched +80m$ TVL in 2 weeks

Points program started 2 days ago, and will reward usage of the protocol

Toto's strategy: I'm minting feUSD using my borrowed $HYPE from @hyperlendx , and also bought some feUSD. Then I put everything into the stability pool. Stability pool currently print 4% APR, but allow you to buy some $HYPE at a huge discount when people are liquidated

3- @HyperSwapX

@HyperSwapX is currently the second dex of HyperEVM in terms of TVL, while the first one is @KittenswapHype

Problem is that Kittenswap airdrop is in veKitten, which means you will have to sell at a huge discount to be liquid. Thats why I prefer farming @HyperSwapX, and I'm pretty sure they will become top 1 dex of HyperEVM with time

They also have a points program, giving each week a fixed amount of points to users.

Toto's strategy: I'm supplying into KEI (@KeikoFinance) / USDXL (@HypurrFi) / feUSD (@felixprotocol) stablecoins pools. APR is not great, but this allow you to do 3-in-1 points farming (2 stablecoins + @HyperSwapX)

4 - @hyperbeat x @mizulabs

Hyperbeat and Mizu recently launched vaults to farm most projects of HyperEVM without the headaches. Vaults are powered by @veda_labs, so it should be pretty safe to deposit

Liquidity will be deployed across all protocols using @roycoprotocol, a bit like what berachain did with Boyco.

As of now there are 4 vaults available:
- $USD
- $BTC
- $ETH
- $HYPE

Toto's strategy: I didn't deposited, as I prefer to choose what I'm farming, but for those who wants an HyperEVM exposure without spending time digging projects, this is imo the best opportunity.

I'm also keeping an eye on @silhouette_ex and @ValantisLabs, but I'm waiting for more details about points to start farming

Important:
Most projects are playing the HL playbook, giving a fixed number of points every week based on protocol usage, which means the earlier you are, the more points you get.
Airdrop percentage should also follow what Hyperliquid did, and I wouldn't be surprised if some of the projects mentioned above give 20% or 30% airdrop.

[arndxt @arndxt_xo]

The State of Yield-Bearing Stablecoins in 2025 (Part 1)

👇🧵

[Defi_Maestro ✺ @Defi_Maestro]

Bear Market Farming 101

- Market is crabbing
- Trading edge is pretty low with volatile macros
- Farming up points / tokens of protocols with decent founders and edge in their market segment
- Overall low TVL across various ecosystems = Less dilution for points
- Sustainability is key. Protocols must be able to outlast extended market volatility

--------

1. $ETH Farm
- @mETHProtocol Yes I'm biased with this one.
- $ETH have been underperforming severely over the past year but I still keep a decent stack.
- $cmETH currently still offers one of the highest baseline $ETH staking yields + Multiple restaking rewards
- Methamorphosis S3 just launched
- Deposited $cmETH into @mizulabs vaults

Yield : $ETH Staking yield + Potential $COOK rewards + Restaking Rewards +HypeEVM Rewards

--------

2. Stables Farms
- My bread and butter during market downturns
- @pendle_fi and @TradeNeutral remains my choice of stable farms
- $sUSDe Bera PTs offer stable and reliable returns
- @TradeNeutral JLP Traders Rekt Vaults offer 20-50% APR on $USDC with 3x NT Points
- There are higher yielding stable farms if you are willing to loop on lending markets but I am avoiding them for now due to the lack of time to monitor the markets.

Yield : Pendle PT Fixed Yield or Neutral Trade $USDC yield + 3x NT Points

--------

3. Perps Platform Points Farms
- Not really a farm but rather platforms that I utilize to farm up points of potential upcoming platforms.
- @ranger_finance and @ostium stands out for me
- @ranger_finance aggregates perps liquidity across @solana w a growing trading vol
- @ostium allows you to trade crypto along with commodities & Forex markets
- Pretty nifty markets to trade on as both are relatively new but have niche markets that they are targeting

Ref Links :
- https://t.co/pGC0QculTv
- https://t.co/4qtig43amI

--------

4. Consumer App Points Farms
- Feels that this would be an emerging category in the next cycle
- Simple and easy to use Apps that allow normies to access crypto
- UX is king for such Apps and we start to see a number of them with different approach launching
- @defiapp feels like the app with the best UX for now. Cross chain swaps are seamless and gasless
- Perps and Earn feature will be launching in the future
- Feels like it could be the first app to onboard many retail users once they push out mass marketing

Ref link :
https://t.co/gPsi29EqH6

--------

5. InfoFi App Points Farms
- A emerging economy that leverages on the financialization of social data
- Attention is integral in the crypto market and I'm confident that @KaitoAI will be a key player in the space regardless of market conditions
- @KaitoAI have also steadily pushed updates and improvements to the protocol over the past few months
- $Kaito staking offers decent staking yield + yield from bribes from protocols launching on the launchpad
- @YapCol have been steadily streaming rewards from bribes to users
- Yaps earned from posting on X also serves as a form of potential yield for users that does not want to farm w capital
- @KaitoAI did a first round of $KAITO airdrops and i believe we would see future airdrops for ecosystem participants in the future

--------

Final thoughts:

- Been through many cycles and I don't really feel this cycle would be any different.
- As the markets gear up for the next move , look out for teams with longevity and sustained efforts to push adoption.
- There are various different ways to farm and gain exposure to projects and its really up to the user to identify what suits your portfolio set up
- A healthy mix of farms that focuses on short term liquid yield + longer term points farming is my preferred exposure

Happy farming~

Cheers.

[Ansem 🐂🀄️ @blknoiz06]

gonna try to explain in simple terms why multi-month range breaks are important and why technical analysis is not just pure mumbo jumbo

TA describes the process of analyzing trends of price action and volume, every asset that is tradable respects the same general rules:

price is either trending up, trading in a sideways range (distributive or accumulation), or trending down

*this will be an oversimplification but bare with me*

in bull markets assets are in uptrends (higher lows & higher highs), with periods of re-accumulation in between, after breaking out of sideways accumulation at the bottom of bear markets once price has found a bottom where cash heavy buyers step in to prevent price from going lower

the price range formed during the bear market over multiple months acts as support because everyone who bought during that period is now in profit, and a lot of volume was traded in that range, similarly everyone who shorted during that period and is still in positions will be looking to close those positions (buy orders) if price revisits the same range

vice versa for bear markets when assets are in downtrends (lower highs & lower lows) & the same reasoning for resistance levels

there is usually something that catalyzes the breakout in either direction, but its honestly not necessary to know what that is, as long as you respect the trend shifts when they happen -- it is also not this simple as there are false breakdowns & false breakouts which happen as well when price looks to be changing trend but then re-enters the range

however it is best to assume that the trend shift is real & use the range low or range high as your invalidation for whether you need to get back in or not

good example of a false breakout was $BTC at $69k in November 2021

good example of a confirmed breakout was $BTC at $4k in April 2019

we currently have multiple break-downs occurring atm, and it remains to be seen whether they will hold or not: $ETH @ ~$2,000-$2,100 is one example

--------

now the reason I keep saying its important when assets break down from these year-long ranges where they have traded for a very long time, is that now you have everyone who has bought over the past year is underwater & looking to get out of positions, & with crypto specifically it is a very momentum driven asset class so trends tend to accelerate in both directions once they are confirmed

[Ryan Watkins @RyanWatkins_]

Hyperliquid Thesis

Syncracy believes $HYPE possesses a unique revenue engine, combining an exchange and smart contract platform, that positions it to become the highest earning blockchain in the world.

Our thesis on Hyperliquid’s "financial aggregator” opportunity.

1/

[CryptoDawg @Cryptodawg7]

Wtf is this timeline

[Bullpen @BullpenFi]

https://t.co/LyheyxnVnC

[CryptoDawg @Cryptodawg7]

I may be imagining things but why does WIF looks good here

[fabiano.sol @FabianoSolana]

Abstract raised $20M and could become the biggest L2

By completing a few quests you can qualify for one of the best Airdrops of 2025

[FULL STEP-BY-STEP GUIDE] 🪂🧵

[CryptoDawg @Cryptodawg7]

Taiki was right

[CryptoDawg @Cryptodawg7]

It’s official - FARTCOIN is the future of France