Hesham 🪄

Web3 DΞV @moremarketsxyz

[Alvin Sng @alvinsng]

https://t.co/AUKp96JRpQ

[Matt Pocock @mattpocockuk]

A junior just asked me "what do I do if I'm being grilled about something I don't understand?"

Try this:

1. In a grilling session
2. "I don't understand this"
3. "/handoff to a teaching agent to understand this"
4. Pick up the handoff doc with the /teach skill, in your teaching workspace
5. Learn it
6. Go back to the grilling session and pick up where you left off

Keeps the grilling session clean, records progress in your /teach skill, and helps you learn

[Yuchen Jin @Yuchenj_UW]

We desperately need a smart model router.

1. We’re seeing a model explosion: GPT-5.6, Grok 4.5, Muse Spark 1.1, GLM-5.2, and Fable 5 all launched within the past month.
2. Even for a single model family like GPT-5.6, there're 3 (Sol, Terra, Luna) and 5 reasoning-effort levels.

That is far too many decisions for users to make manually.

The best model should be selected automatically based on the task, latency, quality, and cost.

[MoreMarkets @moremarketsxyz]

As RippleSwell kicks off in NYC, the focus is on the future of XRP.

To understand the potential of FXRP and DeFi on @FlareNetworks, let's rewind to @HugoPhilion's presentation from our "Do MORE for Less" event in Singapore.

A concise 6-minute overview of bringing real yield to XRP.

[MoreMarkets @moremarketsxyz]

https://t.co/p3sa8AtEQf

[MoreMarkets @moremarketsxyz]

1/ MoreMarkets is partnering with @ArkisXYZ to unlock yield opportunities once reserved for institutions.

By combining Arkis’s onchain prime brokerage with MoreMarkets’s easy-to-use platform, we’re making secure, high-yield crypto strategies accessible to all.

[Firat Sertgoz @serrrfirat]

XRP Earn Account reached its 9MM+ cap!

@moremarketsxyz team has been working non-stop on this very technically challenging product, and it is great to see that our thesis, giving democratic access to yields that weren't possible before, is showing significant traction.

Opening XRP to on-chain yield is a challenging task in itself since XRPL does not yet have built-in smart-contract logic.

For this, we've built a chain-agnostic yield platform using:

> @NEARProtocol Chain Signatures for enabling vault logic on XRPL.

> A control plane that spans across @NEARProtocol and Ethereum using Omni-Bridge, ETH Light clients and multi-chain vaults.

> State oracles and DAS-like state validation.

> NEAR Intents to seamlessly pay back the yield generated to the depositors without them needing to interact with EVM wallets.

All of this is done with just one click for the user, who is in full control and knows exactly where their yield is coming from.

More.

[yash parikh @yashnuff]

Nice knowing y’all ✌️

[MoreMarkets @moremarketsxyz]

Got some idle XRP sitting in your wallet or exchange accounts?

On July 2nd, we open vaults that let you earn on your native XRP.

Join the waitlist here ↓

[Ed Hansberry @ehansalytics]

Name a bigger lie.

I'll wait.

[Hesham 🪄 @gr8h0x]

I wrote a smart contract today, no AI.
Just coding manually like a psychopath 😂

[MoreMarkets @moremarketsxyz]

https://t.co/LArCoVymVj

[Felix Howes📍⛓️ @FelixHowes]

TINCAP part 2

I = Identity

If your project wasn't building [insert crypto buzzwords] tech, and was instead making something else, what would that look like? What functionality would it have? How would it feel? Who would want it?

If this is immediately obvious to you, you have a brand - even if it's only in your head and not represented irl yet.

If @aztec built a club, I know it's going to feel chic and cosy, there aren't going to be phones or cameras allowed, cute masks are probably required but you have the option to take them off.

If @megaeth designed a pair of shoes, I know they're going to make me feel young and stylish, let me run real fricking fast, look cool in a Japanese mall, and probably get me into fashion week.

If @pumpdotfun opened a restaurant, I know it's going to be a colourful unhinged diner serving very fast food, with entertainment involving memecoin slot machines, probably located in Vegas, it's going to make everyone ill, but we'll still enjoy it and come back for more... or have to go to rehab.

There's 2 parts to this:

1) Knowing fundamentally who you are, what you stand for, and what you want to achieve. Why and how, vision and mission. "What" can be anything that helps you prove that the former is true. I believe this, so I do this. I would call this Brand Positioning.

2) What do you wear, how do you talk, how do you behave, who are your friends? The visual and verbal. The vessel that delivers the brand. The personality, attitude, psyche, or temperament. I'd call this Brand Character.

You need both.

Together, this is the guide that you fall back on when thinking about all your communications. The northstar that gives the team alignment when they are making tough decisions. And your emotional magnet that draws your cult following and the people you want to hire.

With a Brand Identity you will be more confident, you will be more consistent, the market will have more confidence in you, and you will rally more users, customers, builders and partners to your cause.

It's nice to know who you are. Take some time to work on it.

[MoreMarkets @moremarketsxyz]

M O R E
O
R
E

More.

[Hesham 🪄 @gr8h0x]

@andyyy @akshat_hk interesting will try to watch the full podcast

[Pix🔎 @PixOnChain]

This is Lazarus

They just stole $1.46 billion from Bybit

And they didn’t break the code — they broke the people

Here’s untold story of how they did it (and why no one is truly safe) 👇

[nic carter @nic_carter]

Memecoins are unquestionably over. (Obviously, they won’t fully disappear, but the trade is gone). Reason being, the entire premise of memecoins was that they were “fair launch” opportunities where John Q Retail had just as good a shot at making money as the funds and VCs. This was the entire substance of the claim made by the memecoin boosters. The coins had no purpose beyond their launch mechanic. They weren’t sold as a product in their own right but rather as an alternative to high FDV VC-backed coins. Those have their own problems of course but their issues did not make memecoins any more worthwhile. And the memecoin trade was entirely based on a claim that was ultimately exposed as a lie - that the casino was at least fair.

It was evident that this wouldn’t last and once memecoins became a big sector, semi-professional entities would emerge to cut prelaunch deals, trade on insider info, snipe launches, etc. The quoted tweet dives into these details. For all of Hayden's sins, he's done more to expose the corrupt memecoin sector than anyone else, and he should be commended for that at least. The Milei coin was the most obvious example of this - opening at a billion and wicking to $4b in minutes - clear proof that people were playing a rigged game. But it’s just the latest in a series of unfair and botted launches. The casino didn’t take a slight edge - it was more like 90/10 in favor of the house.

So where to now?

- Memecoins are cooked. There will still be launches and probably some winners, but the meta is done. Retail will still be farmed here as many are not extremely online and unaware of how extractive the sector is, but the endless coterie of scandals in memecoin land will turn off the smarter investors and eventually the mass market. Contrary to popular belief, just because memecoins probably aren't securities, doesn't mean there's no liability associated with trading on inside information and so on. Criminal exposure for insider trading is well-established in legal precedent. Expect a spate of enforcement and actions around this. Insiders have left an indelible paper trail on chain and can expect calls from law enforcement over the coming months and years. Insider trading is still illegal, no matter the underlying substrate.

- Conventional L1/L2/defi token launches will continue, but I'm noticing funds and founders shying away from high pre-launch valuations, mindful that end buyers are wary of the high FDV low float game. The market is adapting, and we will see a number of high quality launches this year at more modest valuations. The solution to expensive token launches wasn't memecoins, it was simply issuers internalizing the feedback the market was giving them. But this will entail some pain for the VC funds that paid up for expensive prelaunch rounds. They will be see tokens trade below last round price while they are still locked and vesting. This will be a test of conviction for these funds – if they believe in the project they can buy the tokens on the open market post launch and average down.

- Crowdfunding platforms like Echo will thrive. Echo enforces accreditation and KYC, which appeals to founders. Prelaunch community rounds to build excitement and give retail (which can pass accreditation) access to token launches prior to public listing are getting more and more popular and are almost the norm now. This doesn't solve for global distribution since it's limited to a smaller subset, but it does mean that tokens can achieve some meaningful initial distribution to the high-end portion of the mass market without worrying too much about securities enforcement.

- Flight to quality. Part of the reason memecoins were attractive was because they promised nothing and were thus considered exempt from securities laws. But we have a progressive SEC that is already crafting rules to allow for compliant issuance of tokens and, presumably, an equity-lite disclosure regime for issuers. This means that we don't have to bother with fake decentralization, DAOs, governance theater, veiled cashflows, etc. The fee switch can be set to ON. Tokens will soon be able to return capital to users and embrace their fate as a kind of flexible pseudo-equity. The trade of the next few years is simply assessing the fundamentals of these tokens and buying those that trade at reasonable valuations relative to their real or implied cashflows.

I'll end with this. There is no reason to be upset. A sense of gloom and cynicism pervades crypto, because memecoins in a sense were considered the last 'fair' terrain where anyone could make money. This illusion has been shattered. But there are still profitable trades to be made. New launches have adapted and are opting for lower initial valuations. High quality DeFi projects will be able to turn on the fee switch. And the "real utility" of crypto continues to explode, with the stablecoin fintech sector in particular exploding. These concepts are maybe not that exciting to some, but this is just what maturation looks like. The pain of disillusionment is real, but ridding ourselves of the cancerous memecoin sector which was in hindsight tremendously unfair is a good development overall and something to be celebrated.

[altan tutar @altantutar]

For Pre-TGE Founders:

There’s been a lot of negative sentiment on the timeline lately.

Volatility and uncertainty aren’t just hitting crypto. They're literally everywhere in the macro markets too.

But honestly, pullbacks like this are usually good for pre-TGE founders.

It gives a breathing room to rethink your approach, adjust your mindset, and learn from how others have navigated the last year.

In the past year, we have seen launches of infra, vertically integrated applications, L1s, and L2s.

We've also seen teams drop tokens that clearly weren't ready.

Sure, it might speed up vesting and let you play the liquid game. But, it comes with ton of downsides too.

Overall, there's now a solid dataset from these launches.

Pre-TGE founders should study what worked, what didn't and why.

[Hesham 🪄 @gr8h0x]

@HyperliquidNews No more wrapped assets!

[MoreMarkets @moremarketsxyz]

Staking for AI is here.

Stake your Base-native assets—starting with @virtuals_io —directly on @base.

More liquidity for AI.
More liquidity for All.
Global liquidity is here.

Rewards from anywhere.
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