John Reams

Why does this always have to happen to me?!

[Thomas Müller @ShuklaAmar89]

Vitalik just proposed rebuilding DeFi on options instead of collateralized debt - aiming to eliminate forced liquidations entirely.

The Ethereum co-founder’s design splits 1 $ETH into two paired assets, P and N, that always sum back to 1 ETH. At maturity, an oracle resolves a price index, and the payoffs distribute accordingly without ever triggering a liquidation cascade. He argues this fixes DeFi’s long-standing dependence on real-time oracles and bot-driven auctions.

The catch is drift: holders don’t get a clean dollar peg but rather quadratic deviation from their target exposure, estimated around ~1–4% per year. Rebalancing costs pose the largest competitive risk in Vitalik’s view. For now it remains research-grade with no protocol committed to building yet - but the idea targets the structural failure mode behind MakerDAO’s $6M+ shortfall in March 2020.

[Karine Rangel @KarineRangel7]

$BABY skyrocketed 53% after Upbit, South Korea's largest exchange, listed the token with Korean won (KRW) trading. The listing triggered a 24-hour volume spike between $100M and $250M.

Babylon’s market cap now hovers around $50-55M on a circulating supply of 3.67B tokens. Prior protocol staking phases locked over $2 billion in total value, making this valuation relatively tiny compared to its peak usage.

Key fundamentals are aligning: a16z crypto bought $15M worth of $BABY in January to support BTCVaults development. A recent testnet launch showcased Trustless Bitcoin Vaults allowing native Bitcoin holders to use BTC as collateral without surrendering custody.

A new proposal seeks to integrate native BTC collateral onto the Aave V4 platform - a powerful DeFi integration that would lock Babylon deeper into established lending markets. Watch upcoming unlocks though; only ~37% of total supply is currently circulating.

[Karine Rangel @KarineRangel7]

$BABY ripped 53% higher after South Korea’s largest exchange Upbit listed the token on June 5, driving 24-hour volume to between $100 million and $250 million - a massive spike for the Bitcoin staking protocol’s native asset.

The protocol previously secured over $2 billion in total value locked, letting holders use $BTC to secure other networks without surrendering custody, and a16z backed the vision with a $15 million token purchase in January.

Now trading at a $50–55 million market cap with just 3.67 billion of the 10 billion token supply in circulation, $BABY is seeing renewed attention as a proposal emerges to integrate native $BTC as collateral on $AAVE V4 - a move that could deeply embed Bitcoin staking into DeFi lending.

[John Reams @jreamsstar]

@shirakazu_xyz Gold spending with 6% back? Bullish

[John Reams @jreamsstar]

Bullish on gold Visa 🪙

[Shiraishi Kazuma @shirakazu_xyz]

Tether and Fasset have rolled out the world’s first Visa card fully backed by tokenized gold, letting users spend $USDT anywhere Visa is accepted while earning up to 6% cashback in $XAUT - Tether Gold, a token representing 1:1 physical gold bars in Swiss vaults.

The card converts $USDT to fiat at the point of sale in real time, eliminating the need to pre-sell crypto. A round-up feature also sweeps spare change into $XAUT, turning everyday purchases into small gold buys.

Tether seeded the program with a $1 million rewards pool in $XAUT, and the token already commands over 50% of the gold stablecoin market with a market cap above $2.24 billion. Co-branded gold ATMs are planned, starting in Dubai, to close the loop between digital and physical gold.

[𝐁𝐢𝐚𝐧𝐜𝐚. @DiBian123]

Vitalik Buterin has published a new research proposal that could fundamentally reshape DeFi by eliminating forced liquidations entirely. The design splits $ETH into two paired option assets, P and N, whose payoffs always sum back to 1 ETH - making the system solvent by construction and removing the need for real-time oracles.

Instead of relying on liquidation cascades, which famously broke MakerDAO during March 2020’s crash, the model settles via slow prediction-market-style oracles at maturity. While still research-grade with no protocol committed yet, it targets a persistent weakness across $MKR, $AAVE and other lending platforms where auction failures can leave systemic bad debt.

Buterin warns rebalancing costs could erode competitiveness if slippage isn't carefully minimized through novel AMM designs optimized for low-time-preference traders.

[CryptoGuerrilla ⚔️ @Crypto_Guerrila]

The point of this story is that I can stay liquid, longer than the market can stay irrational.

Another 10,000+ $APT secured over the last 24 hours.

I can & I will comfortably keep this daily accumulation for another 365 days if need be.

Sell me all your Aptos and fuck off 😁

[_CR7_ @OfficialCR7_Fan]

I can't believe #Ethereum is going back to 2020 levels.

I had my doubts for a long time.

Now, for me, it's just a matter of time.

[Senior 🛡🦇🔊 @SeniorDeFi]

$ZEC down 30%. $3B in market cap erased in 24hrs.

The flaw: unlimited counterfeit ZEC minting was theoretically possible in the Orchard pool.

Existed since May 2022 and discovered via an AI-assisted circuit review, patched via hard fork June 3.

The unfixable part: Orchard’s privacy properties make it impossible to prove whether anyone exploited it before the patch.

Hayes sold his entire position on that uncertainty alone.

If you can’t prove a supply is clean, how does the market ever fully price it?

[Agent Troll @Agent_Troll007]

.@donuttcrypto just sold $127 of $= at $3K MC

sold $127 of a $3k mc token, which is 4% of the entire market cap, genuinely thinking they discovered something.

tx: 45L2KMDVA4y9HfzW3AW9rA71UDCvP7dXBpZLu4HdEmtmg9bHcjzsUvuhEFKJHzKUTwQku7ReDfcGFJTkmC9o43K

[Tom @Cryptopleb4]

bring back OG crypto ethos with $RAIL, $PRISM and $RATSPEAK

[John Reams @jreamsstar]

Not selling here either 🐸

[PROTOCOL326 @oiiiiivij]

ethereum:0x95af4af910c28e8ece4512bfe46f1f33687424ce many of you have recently reached out to me and asked, PROTOCOL what’s your thoughts on Manyu ?

Here’s the current thesis - have I sold any ? No
Will I accumulate more at certain levels ? Likely yes

Most of you that have gotten to know me a little bit by now know I am not a big fan of memes/projects.

So why $MANYU?

There are certain factors that have stood out in this project compared to others.

Let’s recall some of the them

-1. solana:ZBCNpuD7YMXzTHB2fhGkGi78MNsHGLRXUhRewNRm9RU partnership
-2. ethereum:0x514910771af9ca656af840dff83e8264ecf986ca CCIP integration
-3. BSC wormhole
-4. ethereum:0x61ec85ab89377db65762e234c946b5c25a56e99e listing
-5. dogecoin:native shill
-6. ethereum:native ICO genesis wallet buy
-7. IP rights

&

Influencers/celeb marketing

-1. Andrew Tate
-2. Matt Wallace
-3. Mario Nawfal
-4. Zach Humphries

These are some but not all, what does this signify ?
There’s a distinction between a real world project attempt and a simple Meme, this is a business driven orientation not a simple pump and dump. Another thing this signifies is that this team has connections and vast networks.

Both are important for a highly successful play, take this from someone who’s been around.

Why the current price action? Market conditions aren’t optimal, this liquidation event we have had has been the biggest since 10/10. Alongside of this these are seasonal tendencies, at some months of the year certain assets like $BTC & $ETH are known to underperform, you may have seen @masoodi77 post a visual diagram of what that looks like.

What’s the take now? You buy when there’s blood on the streets & DCA into plays you believe in; the wealth is built during bear conditions not bullish conditions.

Our key now is to break past 23.96Mil market cap, once that happens & better market conditions return there should be nothing holding us back until new ATH.

NFA - DYOR

@RealManyu

[John Reams @jreamsstar]

@GeorgiKrachunov @ASI_Alliance @plumenetwork Two based AI narratives lfg

[ana @ana98493100]

This is the dip to buy $SUBLY

[◾️Roshi◾️ @altmasterroshi]

The $DOT / $ETH chart is incredible

Trading against $ETH drawdown like a beast

$DOT @usedotai is the best hedge in the market right now and there’s nothing you can say to sway me otherwise

Price discovery soon…

DotCode soon….

The time is coming

[Bill- Late Night on Base @latenightonbase]

Great research once again by the GOAT @votesa

$gSPEED is the only card where we are the market, largely because @GrailCo owns the entire supply.

The others, however, should absolutely benefit from the rise of $gSPEED.

Call them betas if you want, but increased attention and popularity tend to lift everything around them.

Most degens won’t care about how many cards are actually owned, although it’ll be fascinating to see what happens when physical redemptions for coins inevitably start taking place.

For me, $gRONALDO and $gMESSI are the next most interesting plays heading into the World Cup.

[John Reams @jreamsstar]

Game-changing for DeFi risk models.

[Shiraishi Kazuma @shirakazu_xyz]

Vitalik Buterin has proposed a fundamental redesign of DeFi that eliminates forced liquidations entirely, splitting $ETH into paired option assets instead of relying on collateralized debt positions.

In his June 1 research post, the $ETH co-founder described minting P and N tokens from one ETH that always sum back to the original unit. At maturity, an oracle resolves payouts without real-time price feeds - no keeper bots, no cascading selloffs like MakerDAO’s infamous 2020 crash where a single bot walked away with over $8M in ETH for zero cost.

The tradeoff is imperfect tracking: holders see quadratic deviation from their target exposure as prices drift from the strike. Buterin estimates “standev ~1–4% per year” and framed it as acceptable for pre-funding future expenses rather than accounting-grade stablecoins tied to fiat currencies like those issued by Circle’s USDC or Tether’s USDT.

Replacing high-stakes liquidation logic with prediction-market-style slow oracles could reshape protocols across lending markets currently dominated by Aave and Compound, though rebalancing costs remain an open question - with slippage flagged as the biggest risk to competitiveness.

[𝐁𝐢𝐚𝐧𝐜𝐚. @DiBian123]

Vitalik Buterin just published new research proposing to rebuild DeFi on options rather than debt-based CDPs, using $ETH as the primitive.

The design splits 1 $ETH into two option assets (P and N) that always sum back to 1 $ETH, making the system solvent by construction and eliminating forced liquidations entirely.

At maturity, an oracle resolves the payoff; the synthetic tracks its target with a ~1–4% annual drift while sidestepping real-time oracle risks and the kind of cascades that erased $8.32M in ETH on Black Thursday 2020.

The trade-off is rebalancing costs, and the concept remains early-stage - but if realized, it could fundamentally alter how algorithmic stablecoins and index products are structured.

[chief of overthinking @brilliantpanicc]

$INJ is sitting in the same zone where every major expansion phase has started

And if history repeats, the next move could be much larger than most traders expect

Most people focus on where Injective traded in the past

What matters now is where price repeatedly found resistance during previous bull market advances

The chart highlights three major targets:

Target 1 - $25.05
Target 2 - $35.09
Target 3 - $53.04

These levels are not arbitrary

Each one comes directly from historical market reactions where bullish momentum stalled and sellers stepped in aggressively

What’s interesting is that $INJ is currently trading near the same accumulation zone that preceded previous explosive rallies

Similar structures appeared before the 2021 breakout

Similar structures appeared before the 2023–2024 expansion

Now price is once again building from a deeply discounted area while the higher resistance levels remain untouched

The first major objective sits near $25.05

Above that, the next significant resistance zone comes in around $35.09

That’s an area where the market experienced a powerful rejection during the last cycle

But the level that stands out most is $53.04

This is one of the most important resistance zones on the entire chart

It’s the area where a major distribution phase began after Injective’s historic rally

Markets often revisit the levels that previously defined trend reversals

And when a multi-year base begins expanding, those old resistance zones tend to become magnets for price

The roadmap is clear:

$25 → $35 → $53

If momentum continues building and buyers maintain control of the current structure

$INJ could be setting up for another major expansion cycle

The biggest rallies often begin when nobody is paying attention

[Rafael @0x2569]

I am super impressed with the $SPARQ chart

It survived the almost inevitable death, weathering the storm now ($SOL went to 72 and $EITHER to 9M). Chart holding like a champ. The comeback might and WILL be glorious

That's the kind of team I want to support. The real deal