hot_change | ETHGas ⛽

[AX1 @ax1vc]

Exit for BNB

Even if you have real money and real motivation to manufacture US-side demand for BNB through a public ticker, it’s not “buy token and number go up”.

It’s more like:

Binance makes cash
-> cash (directly or indirectly) ends up around CZ’s orbit
-> @yzilabs starts assembling the cast
---> a bunch of tier2-3 funds that will happily hype anything with a PIPE (Private Investment in Public Equity) headline
---> a US public shell you can steer without having to build an actual business
----> enter: CEA Industries, a company that used to sell vapes (ticker was literally VAPE), now wearing a “BNB treasury” hoodie (BNC)

Then the “strategy” gets packaged:
• $500m PIPE to kick it off
• Structured as $400m cash + $100m crypto
• With warrants that can take it up to $1.25b gross if exercised
• 10X Capital as the treasury manager
• YZi Labs positioned as strategic support
• Pantera Capital shows up on the subscriber list too

The pitch is clean:
“we’re gonna be MicroStrategy for BNB, SEC-friendly.”

The obvious pushback is liquidity and scarcity. @BitcoinPierre put it bluntly:
“The problem with altcoin treasury companies is that the asset side of their balance sheet is far less liquid and far less scarce than bitcoin.”

But, to be honest - the machine does what it’s supposed to do at first:
Raise, buy, stack, start reporting like a serious treasury company.

Then the incentives split.

You can call it “treasury strategy” all you want, but the DAT genre already has a nickname for this move - “bullish sales.”
“Didn’t realize there were so many prominent funds in crypto looking for exit liquidity on their favorite coin… time to start calling in-kind contributions to DATs ‘bullish sales’. In retrospect those will prove as awesome as bullish unlocks.” - @malekanoms

December 2025, YZi basically goes: hold on, we wired money for “BNB treasury”, why are we hearing something different.

They send a notice asking for written confirmation the BNB strategy is still the strategy and for basic stuff you’d expect a treasury vehicle to publish: how much BNB is held, shares outstanding, timely updates.

They also point at what everyone in these fights points at: disclosures, conflicts, value destruction, and the infamous “we’re suddenly hearing Solana talk”.

And CEA’s response is the most public-company response possible:
Late December 2025 - poison pill (stockholder rights plan), bylaw changes and a defensive posture around who gets to control the board / consent process.

Translation: “thanks for the money, you are not taking the wheel.”

So the whole thing stops being “BNB demand in the US” and becomes what it always becomes once a token enters a public wrapper:
• When things are calm, it’s a marketing wrapper
• When things get ugly, it’s a potential forced seller
• And the entire time, it’s a fight over who decides pivots, dilution, and what gets sold first

A public treasury vehicle is always a sell button sitting inside a cap table.

So, if you’re a BNB bull, your main risk is your own TradFi plumbing deciding it wants optionality more than purity.

[hot_change | ETHGas ⛽ @hot_change]

Leveled up in the Great Gas Reckoning with ETHGas! 💪

Baby Jack status: 0.0456 ETH gas spent, 2 Beans earned—supporting the Gasless Future!

Claim your Gas ID at https://t.co/HniBxrhzwf

[Pendle Intern @PendleIntern]

Here's how you might take advantage of the upcoming @pendle_fi 15 Jan maturity 👇🏻

Identify the next maturity i.e. the most likely target for big rollovers

Some candidates:
🔹sUSDe (9 Apr) on Plasma - 5.52% Fixed APY
🔹USDe (9 Apr) on Plasma - 3.79% Fixed APY
🔹srUSDe (2 Apr) - 10.87% Fixed APY
🔹jrUSDe (2 Apr) - 6.46% Fixed APY

Then, set limit orders for PT buys.

As the 15 Jan liquidity rolls over, especially the big 7 digits, 8 digits PT whales, IY will likely dip in these pools.

With your limit order at the current level:
✅ You get to secure a higher Fixed APY before any dips
✅ IY dropping after migration = PT more expensive = you can flip and sell for profit

KA-CHING suckers but also NFA

[Pendle Intern @PendleIntern]

Max Loop APY = (Lending Rate - Borrowing Rate × LTV) / (1 - LTV)

You can do all of these (fking nerd)

...or just open up the Pencosystem tab and let us do all the work for you 🤷🏻‍♂️

✔️ Max loop APY
✔️ Borrowing Rate
✔️ Max LTV
✔️ Available liquidity
✔️ One-click link to the money market

[Nutoro @chutoro_au]

While 20% APR on stablecoins in this environment is no easy feat, the mischievous cretins @pendle_fi have a solution.

PT-oasieboawebweufUSD, you ask?

Nay, this here is a bit of multi-leg tomfoolery that combining CEX funding rates and @boros_fi.

Join me, brethren.
👇

[hot_change | ETHGas ⛽ @hot_change]

Tired of those crazy gas fees? ⛽️
I'm teaming up with Gassy Jack on his mission to build a Gasless Future. Collect beans, tackle quests, and unlock rewards by joining us. Let's grow this together! 💪

https://t.co/DqS9D1azWB

https://t.co/DqS9D1azWB

[hot_change | ETHGas ⛽ @hot_change]

ETHGas is introducing the Open Gas Initiative, letting protocols incentivize their users to grow onchain adoption while ending gas fees anxiety for good.

@Uniswap, @aave, @0xfluid are you in? 👀

Join Open Gas: https://t.co/9TMXzf4pD3
https://t.co/pWhOlpwfdb

[ETHGAS @ETHGasOfficial]

Introducing the Open Gas Initiative - a way for protocols to subsidize gas for users, zero-code, for a seamless, frictionless onchain experience.

With OG cohort: @eigencloud, @ether_fi, @pendle_fi, @Velvet_Capital.

👇

[hot_change | ETHGas ⛽ @hot_change]

Discovered my Gas ID via ETHGas - turning my gas spend into rewards 🫘

As a Baby Jack, I've spent 0.0118 ETH on gas but earned 2 Beans back.

Get your Gas ID and Beans here: https://t.co/HniBxrhzwf

[Chip.hl // Evgeny Yurchenko @chip1cr]

Had a call with a prominent TON ecosystem builder who's jumping ship to Hyperliquid.

He's frustrated with TON's reality: ALL dapps combined generate just $15-20K daily fees (verified on DefiLlama). Projects are bleeding out.

Now he's exploring HyperEVM. Asked about grants and foundation money but… plot twist: we don't have any. No insider deals. No handouts.

You want funding? Build something so compelling that HYPE whales (rich from the airdrop) throw money at you.

Get ready for some wild new experiments on HyperEVM. Will keep you posted when he ships 👀

[hot_change | ETHGas ⛽ @hot_change]

@Stepnofficial #STEPN LFG!

[hot_change | ETHGas ⛽ @hot_change]

Just joined @art_dotfun and claimed 1000 $ART!

https://t.co/aiD55UMR1A

[art.fun @art_dotfun]

🚀 * Introducing art fun and $ART! * 🎨

💎 @art_dotfun is built for trading high quality art on @zora, the most creator friendly content coin launchpad

🔥 $zora and $art are bought and burned whenever a coin created on art fun is traded anywhere 🔥

🎭 All coins created on art fun are paired with $zora, this includes $art!

🚨 $art is currently being airdropped to the first 50k users to claim on @art_dotfun

(If you were eligible to claim any $zora, you can claim $art)

RT & drop your ens or address to have some extra $art sent to you

[Chillonic 🦔✈️ KBW @chillonicNFT]

GM Chillonic🦔

We're teaming up with @wallet to drop Free Mint WLs on OKX Wallet!
👉 https://t.co/vqFk761gSA

After Chillonic splits into $CHILL, you'll find it chilling on the new OKX DEX too.

No stress. #LetsCHILL 🧢

[OKX Wallet @wallet]

DOOD is launching soon⌛

We've partnered with @doodles to give our users exclusive early access to 100,000,000 $DOOD 🤝

Keep reading for the alpha👇

[doodles @doodles]

$DOOD will be launching on Solana 🔜

we’ve optimized for a smooth experience and will be airdropping $DOOD to eligible communities, whether you’re a current Doodles NFT holder or a New Blood community member.

here's how to get your airdrop ↓

[Eli5DeFi @Eli5defi]

For beginners, DeFi is daunting and feels overwhelming at the same time.

I've been there before, but it's not that hard as it sounds.

To get a handle on DeFi basics, You just need to dive into these essential protocols and understand its mechanic:

❶ @CurveFinance/ @ConvexFinance - Stableswap AMM, veLock, Gauge, Bribing
❷ @Uniswap / @CoWSwap - AMM Models from v1-4, Constant Product Formula, CLMM
❸ @GMX_IO / @HyperliquidX - On-chain Perpetuals and esToken
❹ @LidoFinance/ @babylonlabs_io / @eigencloud - Liquid Staking, restaking assets like $ETH and/or $BTC
❺ @MorphoLabs / @SiloFinance / @aave - DeFi Lending Platforms
❻ @pendle_fi - Yield Derivatives Markets
❼ @ethena / @fraxfinance - Delta-neutral, yield-bearing stablecoins
❽ @DefiLlama / @nansen_ai - On-chain data, DeFi analytics, etc.

While there are other protocols with overlapping features (not implying these are merely imitations), these examples serve as a straightforward entry point into the world of DeFi.

[hot_change | ETHGas ⛽ @hot_change]

@billions_ntwk LFG!

[LayerOneX @LayerOneX]

🚀 L1X Founder Kevin Coutinho @thekevcoutinho Explains How L1X is Redefining Blockchain Interoperability 🚀

What if blockchain applications weren’t limited to one network? What if they could seamlessly interact across chains—without relying on risky bridges? That’s exactly what L1X’s X-Talk makes possible! 🔥

🎙️ L1X Founder Kevin Coutinho breaks down:
✅ How X-Talk eliminates silos and connects EVM, Solana, Bitcoin, Tron & more
✅ Why bridges are outdated and how L1X gives you full control over cross-chain transactions
✅ The future of multi-chain dApps—omnichain assets, lending, smart contracts & beyond

🔗 Multi-chain isn’t just an option—it’s the future!

Watch now to see why L1X is leading the way. 🎥⬇️

[hot_change | ETHGas ⛽ @hot_change]

LFG! @GMTDAOOfficial

[GMT DAO @GMTDAOOfficial]

GMT DAO: Future of STEPN 👟⚡️

We’re excited to present our second vote, giving you the power to decide the next big dev update in STEPN!

Options:
🏆 Leaderboard
🎨 New UI/UX
🔑 FSL ID as login
🐾 Capybara Sneakers

Plus, if you voted during the Burn GMT vote, you can use your locked GMT directly to vote and keep your streak alive!

https://t.co/5MKJIG3CkB

[FSL Ecosystem @fslweb3]

✨ FSL GAME HUB IS LIVE! ✨

The wait is officially over for FSL Game Hub - it’s time to play, earn, and win!

🌟 What’s in store?

🎯 Complete tasks, check in daily and invite friends to earn Starlets!
🎟️ Scratch Tickets for a chance to win GMT, MOOAR+ Memberships and more!
🎮 Exclusive mini-games coming soon.
🎁 As a welcome gift, we’re giving everyone 5 FREE TICKETS to scratch right away! 🎟️

🔥 Get started now:

1️⃣ Set up your FSL ID (if you haven’t yet).
2️⃣ Join the FSL Game Hub on Telegram and hit Start!
3️⃣ Link your FSL ID to your FSL Game Hub account via the FSL ID menu button.

🏆 Don’t miss out - your rewards await!
https://t.co/1zuCBXYJ5q