Heat

We believe time, not timing, is the key to building wealth in the market.

[Heat @heatthelight]

@fourdotmemezh

[Lora Finance @LoraFinance]

Renting upside is real.

No liquidation.
No force-close.

Shipping.

Enter waitlist → https://t.co/LnmZyKN9Nf

[Lora Finance @LoraFinance]

Lora Finance is honored to deploy on @megaeth, heading to MegaETH Frontier Program.

With MegaETH real-time speed, Lora Finance is able to deploy real-time streamed call options, paving the way for fully-decentralized and liquidation-free option market.

Real-time, no liquidation, with MegaETH.

Coming soon.

[Heat @heatthelight]

@aadeexyz Good thought. I lost some, and I agree

[Heat @heatthelight]

@bread_ Fresh ideas would be great

[Heat @heatthelight]

@aadeexyz I have known you for 4 years, and finally, you made it

[Heat @heatthelight]

@LoraFinance No liquidation ? real?

[Heat @heatthelight]

@0xsashamai @HoangRISE @hoangrise you seriously have this amazing vibe 🔥

[Marius | Kamino @y2kappa]

Cool narrative, unfortunately it's mathematically, statistically and financially illiterate.

Three questions:

1/ What is the chance that this is groundbreaking new tech and simply nobody thought about it before?

2/ What is the chance we considered it and we dismissed it years ago because it made no sense?

3/ And what is the chance that it's just twitter narrative slop?

Misinformation is rampant and pollutes the Solana timeline these days, but this is an easy one to debunk.

Minimal liquidation close factor that takes you back to health at that moment in time is actually not the optimal liquidation strategy. It seems borrower friendly, but it's not.

Ask your quant, or check the next tweet 👇

[Heat @heatthelight]

#copin #Conviction2025

[shaunda devens @shaundadevens]

1/ Ethena's USDe supply is up $3.7B in just 20 days, driven primarily by the Pendle-Aave PT-USDe looping strategy.

With $4.3B (60% of total USDe) now locked in Pendle and $3B deposited in Aave, here's a breakdown of the PT loop mechanics, growth vectors, and potential risks:

[Heat @heatthelight]

@spacecoin @CafeGM_

[s @sershokunin]

How I missed investing in Uber and how it directly led me to one of my most incredible trades. This is actually one of the most memorable stories because its a lesson of turning a private market insight into a fully actionable public market short.

In 2014 Uber was raising and I desperately wanted to invest; ride sharing was very obviously going to become a global phenomenon. At the time I didn't have a huge brand in growth investing and so despite hustling like crazy I wasn't able to get in the round. I remember it like yesterday, depressed and feeling poor I headed to get halal chicken and rice on 56th street. (when I had bad days it was usually this or mcd's as a form of self punishment.) I stood in line for 20 mins and then headed to the park; as I did so, I crossed a huge line of yellow cabs and a light bulb went off. If uber/ride sharing was going to become ubiquitous then yellow cab medallions were going to become worthless. It was perfectly, inversely correlated. I dropped the halal guys and ran towards the office. I had found a back door way of betting on Uber.

I quickly researched if there were any public companies that had exposure to medallions and one name popped up $TAXI which had NYC, Toronto and a bunch of other exposure. To my shock, the stock was trading just shy of 20, not too far off from ATH prices. The stock also had low delta options all the way out to 1 year. The final catalyst was that UberX planned to cut fares below yellow cab prices in a few weeks time and it seemed pretty clear that this would at a minimum bring the question of "what are medallions worth" to the forefront.

The next day I began to buy 3, 4 and 5 usd strike puts for 6m and 9m expiry's. I became the likely largest owner of downside puts on TAXI and over the next few months after the price cuts the stock tanked to 2.50. On average I made a 50x return over 3 months in a completely non market correlated investment. ( this ended up being much much better than having gotten into uber::)

Markets are alot more efficient these days; in particular between private and public markets knowledge and all the crossover funds. That being said sectors like AI are moving so rapidly that its worth thinking about if X happens on the private side, what is Y worth on the public side. There is likely going to be severe disruption and probably some layups along the way. Always keep an open mind, and always think about 2nd order effects.

[Min (NhuVo) @quynhnhucan]

Ready for it 🔥 #EthCC8 #Cannes

[Kyber Network @KyberNetwork]

@EthCC KyberSwap has landed

[Heat @heatthelight]

#magicedenvn
@magicedenvn_

[First Movers Vietnam @firstmoversvn]

🎉 CommandOSS Hacker House HCMC has officially concluded — and it was a huge success!

We were thrilled to receive hundreds of applications from talented developers across Vietnam. After a highly selective process, we welcomed an incredible group of participants into the official challenge — and they delivered beyond expectations.

🔥 Participants brought creative and technically impressive solutions across a wide range of domains:

💳 Payment systems & digital wallets
📲 NFC & hardware integrations
🎮 Entertainment & media apps
🛠️ Blockchain infrastructure
🧰 Developer tooling
✨ ...and more

Each project reflected a strong combination of technical skill, product thinking, and real-world application. Some solutions showed incredible potential to scale beyond the hackathon.

👥 A massive thank-you to the amazing engineers and mentors from the Sui ecosystem who supported participants throughout the journey:
- Henry Duong [@weiduong] – DevRel @SuiFoundation
- Daniel Lam [@daniellam258] – DevRel Engineer Sui Foundation
- Harrison Kim [@theharrisonkim] – DevRel Advocate, Sui Foundation
- Nicole, Maria, Nikolaos Petridis, and Nikolaos Pappas – Solution Engineers at @Mysten_Labs
Their dedication, technical guidance, and mentorship played a key role in helping participants push their limits.

💬 One of the most inspiring moments was a fireside chat with @kostascrypto, co-founder of Mysten Labs, who shared his vision for the future of blockchain — and how it will intersect with AI in transformative ways.

🚀 CommandOSS (short for Command Open Source Software) proudly positions itself as a task force for open-source innovation, building real projects for the Sui ecosystem — with a shared mission to deliver the benefits of Web3 with the ease of Web2, just as Sui envisions.

This is just the beginning. To all participants: you are builders of the future — and we can’t wait to see where you go next.

Stay tuned.
#CommandOSS #Sui #MystenLabs #AquaMove

[Heat @heatthelight]

@KyberNetwork kute logo

[Gigaverse @playgigaverse]

announcing: gigaverse is coming to @AbstractChain, the home of consumer crypto, and the game is ready to launch shortly after their mainnet goes live.

who needs WL? lmk.

[Heat @heatthelight]

@uniultra_xyz #U2UNetwork #DePIN