➥ 0 marketing but successful protocols
the formula = real rev model + utility that fits or persists across trends/seasons
[1] @matchaxyz
- DEX aggregator focused on best execution/routes across multiple DEXes
[2] @HyperliquidX
- excellent perps superapp
- superior product execution
[3] @DefiLlama
- rhe definitive DeFi dashboard
- everyone in DeFi has it bookmarked
[4] @dexscreener
- degens and traders default to it for discovery and analysis
[5] @Pumpfun
- anyone can launch token in seconds
- small team, product + network effects drove explosive adoption
[6] @Dune
- onchain SQL querying and public dashboards
- analysts build & share queries/dashboards that the whole eco uses
The strongest ones compound over multiple cycles
because they solve persistent problems or excel in rotating narratives
$BTC VOLATILITY IS NOT A FLAW -- IT'S THE OPPORTUNITY
Jack Mallers says, “The whole point is there’s some pain to be endured. You’re being compensated for the pain.”
The dips, the doubt, the volatility? All the price of admission for an asymmetric bet on the future.
Stay humble. Stack sats. 🟠
Top 10 Must Read AI Content for this Weekend PT.80
Must Read
- What an Enterprise Context Layer Actually Is: https://t.co/O5Fq8PxOTp
- OpenServ: an enterprise grade AI company inside a crypto project: https://t.co/0Fouef5j78
- State of Memory in Agent Harness: https://t.co/heCJOaX2wS
- Per-seat subsidy is collapsing: https://t.co/X6gqqY12zr
- The Agentic Finance Landscape Report: Q2 2026 Edition: https://t.co/3bWUXA4U05
Other cool stuff
- A harness for every task: dynamic workflows in Claude Code: https://t.co/4DdWdTIiRX
- Every Agentic Engineering Hack I Know (June 2026): https://t.co/5zJA40Bf4F
- Why prediction markets matter: https://t.co/fx1LUwFGEN
- Is AI profitable: https://t.co/BGACdDOZPL
- The real, embarrassing state of enterprise AI adoption: https://t.co/ZfRj9pVwJR
Companies capture value. Networks distribute it.
For years, crypto builders had to fit network-shaped systems into company-shaped rules. CLARITY changes that.
🔥 HUGE: Ethereum has added $102.4 billion in stablecoin market cap over the past 3 years, far outpacing Tron's $43.1 billion and Solana's $12.6 billion, per Token Terminal.
Everyone's calling @symbioticfi' Liquid Lane a faster-exit tool.
In my opinion it's bigger than that as it puts a live price on RWA risk for the first time.
Take tokenized credit funds, a $5.5B slice of a $42B market and the worst offender, most lock your money behind 60-180D exits and you can't see what that exit really costs until you're stuck in it.
Liquid Lane auctions the exit.
Market makers compete to quote your redemption on the spot, so a credit fund's real risk shows up as a number you can read. Here's where it goes👇
Once exits are priced live, the assets that are genuinely liquid get cheaper to hold and the ones that aren't get exposed. Capital flows to what can prove it.
This is how RWAs stop being onchain wrappers and start being real collateral.
h/t to @tokenterminal for the data
Arthur Hayes's holy trinity is dead - in less than 6 days.
With his latest selloff of $ZEC (and honestly, who's to blame him) on top of dumping $HYPE and $NEAR, there seems to be something off.
When the guy calling for $10K $ZEC heads for the exit this fast, it's worth knowing what just happened 👇
→ Six days ago, ZEC was untouchable, defying a market-wide selloff, riding a 750%+ run. Then its privacy layer almost broke.
→ May 29: A critical soundness bug is found in Orchard, Zcash's most advanced shielded pool, during a Shielded Labs audit. Caught before any exploit. ZEC ~$540–560.
→ June 2: An emergency soft fork at block 3,363,426 disables Orchard entirely to kill a possible double-spend. ZEC ~$587.
→ June 3: The NU6.2 hard fork re-enables Orchard with a patched circuit. Block explorers go dark for ~4 hours and "ZCASH IS DOWN" floods the timeline. It wasn't, the chain never stopped. ZEC still rips to ~$629.
→ June 4–5: The news of Claude Opus 4.8 "breaking" Zcash spreads. The rally unwinds. ZEC drops 30%+ as the crowded long trade reverses.
Hayes walks.
⚖️JUST IN: The Committee on Ways and Means is circulating 7 crypto TAX draft bills, per Eleanor Terrett.
This will reshape how the U.S. taxes stablecoins, mining, staking, lending, wash sales, donations and past crypto reporting mistakes.
Stablecoins settled $6.6T in payments in just five months.
This is more bullish for me than the $300B market cap number because the pile size doesn't mean anything if it's not used actively.
Velocity is the equation we use to see how much they're being used. It measures how many times the average tokenized dollar changes hands in a year.
Per @Visa and @AlliumLabs's filtered data, it just hit a record 49.7x.
What's driving it? Real-world payments.
Remittances and business transfers are now the fastest-growing slice of volume, while exchange activity shrinks to a sliver.
Every other time this number jumped, we were in an active bull run.
Real usage doesn't need a bull market. It never did.
🚨BREAKING: SpaceX bans investors from China and Hong Kong from its $75B IPO, per Bloomberg.
Underwriters were told to reject related orders, citing U.S. national security and data concerns over Chinese capital.
Quantum Could Break Bitcoin by 2032 - Odds Now at 50%
On March 31, Google's Quantum AI team published a 10x improvement to Shor's algorithm, demonstrated on secp256k1, the elliptic curve behind Bitcoin and Ethereum signatures. After talks with the US government, Google hid the key optimizations behind a ZK proof - academic censorship via zero-knowledge, a historic first.
Two months later, a French expert rediscovered the trick, and the public "Shor-at-home" challenge at https://t.co/Mp2ra6ldZN has already improved Google's circuit by 8.4%. Stealth startup Oratomic claims just 10K physical qubits on neutral atoms are enough to run Shor on secp256k1 - low enough that Google opened its own neutral-atom lab.
Justin Drake (co-author of the paper), citing "scary non-public information," puts Q-Day odds at 50% by 2032 - and calls the US government's 2035 deadline "a joke." Google, Cloudflare, and the Ethereum Foundation all target 2029 for post-quantum migration; Ethereum's path runs through hash-based cryptography and the "lean Ethereum" effort.
Top #AI Gainers in May 2026
With a $10M+ M/C filter, the strongest AI gainers in May were:
🥇@Unibase_AI +176.4%
🥈@AlloraNetwork +122.4%
🥉@TalusNetwork +119.8%
🎖@AskVenice +115.0%
🎖@QuackAI_AI +90.5%
🎖@SaharaAI +52.3%
The AI sector delivered strong performance over the past month, with several projects posting gains of more than 50%, while the top performers more than doubled in price.
How does a perfect web3 finance look like?
+ lending via @aave or @Morpho
+ yields via @pendle_fi
+ staking via @LidoFinance
+ swapping via @Uniswap
+ perps trading via @HyperliquidX
+ predicting via @Polymarket
+ RWA-related products via @OndoFinance
+ agentic financing via @Infinit_Labs
+ agent building via @base
Every market leader is able to find their PMF and launch their killer use case.
Once the killer use case is gone, the protocol is dead. Thus, keep the use case alive.
Which crypto card is the best for cashback?
Sorted by min - max cashback, using @PaymentScan as the source ↓
@KASTxyz | 2% - 8%
@useTria | 1.5% - 6%
@gnosispay | 1% - 5%
@ether_fi | 3% - 4%
@Plasma | 3%
@MetaMask | 1% - 3%
@ready_co | 0.5% - 3%
@KoloHub | 1% - 2%
@holyheld | 0.5% - 1%
Cool to see how crypto cards are getting competitive, but keep in mind that the max rewards usually come in tiers or extra requirements. Still nice though, IMO.
Perp DEXs With Early Point Programs
Perp DEX airdrops have the best track record in crypto - and it's not close. Hyperliquid set the template by giving ~31% of supply to users, Aster launched at a $5.23B FDV, Lighter and edgeX both crossed $1B.
Points are cheapest in the earliest seasons - before TVL floods in and the same dollar of volume buys 10x less allocation. First-season Hyperliquid farmers got generational multiples; season-3 farmers got scraps.
The trade-off to respect: farming perps isn't free - fees, spreads, and liquidation risk are the real cost of points.