Jon Willette 👿

[Turbo @0xTurbo_]

Idk about you, but I personally wouldnt like to stay sidelined on solana:DTkrpySU8LEQb6S9DUdxAdmv9hyqvgnSQ1YrDHoZpump in the coming weeks

SolSummer and PredFi rotation incoming,

@hxuristics shipping @isometricmkts V2

Ape now or cry later

[Berd @0xBerd]

$NEST higher as xStocks flows grow

xStocks need a native borrow layer
nobody has really built it yet at scale

$NEST is doing it

nUSD is backed by tokenized equities + USDC
borrow against xStocks, mint through the PSM
snUSD earns 6% from protocol revenue

TVL moved $342K to $508K overnight
MC is $3.2M

@xStocksFi is the collateral side
@PythNetwork handles pricing
@KaminoFinance is where borrow demand can show up

0.3% of tokenized equities is ~$100M TVL
NEST is $3.2M rn

higher as TVL keeps compounding

[Nest @NestUSD]

The most profitable product in crypto: Stablecoins

In Q1 2026 alone, Tether made $1.04B in profit. Circle did $694M in revenue

The holders of either got none of it

nUSD flips the model. Same product, same revenue surfaces, but the cash flow goes to $NEST holders through daily buy-and-burn and to sNUSD stakers as ~6% APY

The burn engine is already running

[Turbo @0xTurbo_]

https://t.co/pGzlt9pBth

[Nest @NestUSD]

The largest mint on Nest so far: $65,000 nUSD against 125 SPYx

Whoever did this didn't want to sell their SPY position, they wanted liquidity, so they deposited the equity as collateral, drew $65k of stablecoin against it, and now have both: the equity exposure they came in with, and the dollars they came for

This is the trade tokenized stocks were supposed to enable, we just shipped the protocol that does it

TVL through $200K, day 5!

[Nest @NestUSD]

Today, an $SPY holder did something most stock holders cannot do

They deposited 9.76 solana:XsoCS1TfEyfFhfvj8EtZ528L3CaKBDBRqRapnBbDF2W (~$7,000 worth) from @xStocksFi into Nest as collateral, borrowed 5,115 $NUSD against it at 3% APR: Two seconds, fractions of a cent in fees, and done

The same trade in TradFi:
- Robinhood standard margin: 12% APR ($614/year)
- Schwab margin: 8% APR ($409/year)
- Credit card cash advance: 22% APR ($1,125/year)
- Nest: 3% APR ($153/year)

The difference, in dollars, between paying for capital in a system that takes a cut and one that doesn't

The SPYx stays in the Nest vault: keeps tracking the S&P, the borrower kept the equity exposure they wanted to keep and walked away with stable dollars to use however they want, 1:1 convertible with $USDC

This is what @Solana + tokenized equities + a CDP protocol enables, cheapest stock-collateralized credit available in the world right now is on solana, by a lot

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Awesome opportunity for $HYPE for a cross-exchange arbitrage opportunity on @boros_fi.

Last post: 3.91% spread. 17.25% APR.
Now: 5.36% spread. 26.31% APR.
Hot to execute

Long HYPE @Bybit_Official using your desired leverage
Short HYPE @HyperliquidX using your desired leverage
Now at @boros_fi
Long HYPE/USDT on @boros_fi at the Bybit market. Pay 3.23%.
Short HYPE/USDC on @boros_fi at the HyperliquidX market. Receive 8.59%.

This way you hedge the underlying funding rates and lock a 5.36% Spread

Depending on your leverage you can boost the APY
At 10X leverage you get 18% for 24 days
At 15X leverage you get 26% for 24 days
At 20X leverage you get 34% for 24 days

Keep in mind to always place SL/TP and to have extra funds to increase the safety buffer!

If you decide to go more than 10x Leverage always consider using 50-60% of your capital, the rest should remain in the perps to increase your liquidation buffer.

Also at 10X leverage if you use all your capital, your positions will hit your stop loss in 3-5 days, forcing you to rebalance a lot.

For me the best combo is 10X leverage with 80% capital use the rest remain in the perps to increase the liquidation buffer.

War uncertainty is spiking funding rates.
This window won't stay open for long!
Better entry than ever.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/h1puHKEQE1

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 212 — War Day 90

Negotiators reached a deal!!.
A 60-day ceasefire extension and nuclear framework.
Then both sides blocked it.

Mojtaba Khamenei didn't approve it.
Trump hasn't given final consent either.
The deal exists on paper. It doesn't exist in reality yet.

Meanwhile Bessent is shutting down both Iranian airlines' access to landing, refueling, and ticket sales.
And warning Oman: any partner in Hormuz tolling will be penalized.

US official says Strait incidents do not threaten the talks.

Macro: Q1 GDP prelim +1.6% vs +2.0% consensus. Miss.
Core PCE +0.2% M/M, +3.3% Y/Y. In line.
Fed still facing inflation from the energy shock.
Goldman: inflation is the single biggest risk element.

Fear & Greed: 33. Fear.

$BTC $73,618
$ETH $2,021.5
$SOL $82.656
$HYPE $60.401

DeFi News:

SoFi launched SoFiUSD, the first stablecoin issued by a US national bank.
Redeemable 1:1 for cash. Built on Ethereum.

@pendle_fi added sUSDD from TRON to Ethereum with a 91-day market.
87.5K USDD base rewards + 30% in $PENDLE + potential TRX airdrops.
Runs until Aug 27.
I'm already in.

------------------------------------------------------------------------

Got a $1,000 payment today. Deployed:
$300 to @prjx_hl HYPE/USDC
$150 to @HyperliquidX for active trading
Rest into @pendle_fi YTs

@boros_fi
ETH 119d: Pay 4.07%, Receive 10.95% | +$6.41
ETH 28d: Pay 4.38%, Receive 10.95% | +$0.18
SOL: expires in a few hours | -$69.25

@lighter_fi
PENDLE 5x: entry $1.8708, mark $1.5100 | -$567.13 (-96.43%)
Liq at $1.3217.
Still holding.
Conviction intact.

@HyperliquidX
AAVE 7x: entry $91.025, mark $80.939 | -$750.47 (-77.5%)
ENA 5x: entry $0.10662, mark $0.089313 | -$169.47 (-81.1%)
ETHFI 5x: entry $0.41532, mark $0.39487 | -$314.15 (-24.7%)

Bear market conditions.
No exits.
Waiting.

@prjx_hl
HYPE/USDC: $1,914.20 | APR 218.33%
HYPE/USDC: $301.66 | APR 138.91%
HYPE/USDT0: $9.36 | APR 198.89%
Total fees collected: $92.81 | +$11.54 today

@defituna
SOL/USDC 2.03x: $963 | In Range | -$23.5 (-4.68%) | Yield +$3.45

@byreal
Closed $TSLAx on @byreal. Locked profits.
Moved capital into CRCLx market.

Total liquidity: $2,374.53 | Total profit: -$34.53 | Total fees: $43.73
CRCLx-USDC: +$18.08 (+3.41%)
METAx-USDC: +$13.18 (+3.62%)
AMZNx-USDC: +$10.28 (+5.05%)
MSTRx-USDC: -$45.66 (-14.94%) | Out of range
JLP-USDC: -$6.37 (-0.64%)

@pendle_fi
All YTs
AVLT: +116.543 (+24.37%)
fxSAVE: +14.9182 (+54.51%)
sUSDD: +15.5438 (+9.65%)
eTHIRD: +7.62417 (+3.94%)
jrmHYPER: +3.30173 (+31.58%)
savUSD: -1.89177 (-1.18%)
USDG: -0.319 (-8.94%)
jrUSDat: -4.34389 (-44.6%)

Five green. Three red.
Fixed yield still the steadiest corner of the book.

Still here.
Still grinding. 🥂
DarkLord_gr Out.

Join the DeFi Dojo to stay up to date with all things yield in DeFi: https://t.co/EkqSjbA0Yx

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 210 — 210 days of rebuilding in public.
Time for an honest review.

Built $25k into $145k.
Sold everything on October 8, 2025 — planning to earn passive income.
Two days later, malware. Seed phrase leaked. Everything gone.
$5,000 left on a project the hackers didn't touch.

Spent the next month scraping together whatever was left in my wallets that the hackers missed + DeFi Dojo help.
Got to ~$20,000. No money from my own pocket. All of it from within crypto.
October 27, 2025 — I posted "I lost everything. Again."
That was Day 1.

Where I started:
~$20,000. Day 1. No safety net.

Where I am now:
$16,851.
But the straight line hides the real story.
~$20,000 → ~$5,000. The bear market was brutal. Losing money during a sustained downturn isn't a mistake, it's the market doing what markets do.
~$5,000 → $16,851. That's the rebuild.
When the cycle turns, everything you survived through the pain compounds on the way up.
That's how crypto works. Always has.

What worked:

Incentives hunting and looping.
$SPYx leverage on @morpholabs, looping yield positions are relative stable.

LPing.
@prjx_hl, @byreal_io, @DeFiTuna, all generating real yield.
Now LPing most of the time It's slow and that is the point.
But there are some days that momentum skyrockets and the 30-40% APY can turn to 300-400-500% APY.
I also see LPing as a way to DCA in / DCA out with the fees being the cherry on top, so its spot trading with DCA orders but i get paid to wait.

Fixed yield on @pendle_fi.
PT positions lock in a known rate and accrete quietly.
No guessing. No hoping. Just math.
Slow AF but the risks are minimal and if you have a big portfolio PTs are for you.

YT positions on @pendle_fi.
These require serious research before entry.
If you're chasing yield and not points, you need to understand exactly what you're buying.
When the entry is right, the returns are exceptional.

Airdrop hunting.
Not spectacular but real money.
Meteora paid off.
A few extra thousand per year while farming other strategies is never a bad outcome.
I don't try to focus on airdrops, i just do what i do and if i earn points for a future airdrop all the better.

Cross-exchange funding rate arb on metals @boros_fi.
$GOLD, $SILVER, the spreads were huge and the arb was clean.
If only i could trade metals on Binance, which blocked metals trading for my account.
Killed the strategy.
If i had access i would do this kind of strategies all the time.
If you have access, this is worth exploring.

What didn't work:

@boros_fi funding rate trading.
Boros has cost me money. A lot of it.
Markets were too volatile.
Funding rates flipped constantly.
Unrealized PnL swung hard on mark APR changes.
I panicked.
I closed positions I shouldn't have.
I overleveraged also which is still my weak point on boros.

Then the OIL funding rate black swan hit.
Extreme price moves on OIL options wiped my position.
The most expensive lesson of 210 days.

I understand it now.
I know how funding rates move with market sentiment.
I know the difference between a position bleeding because the thesis is wrong and a position bleeding because the mark APR fluctuated.
I don't panic anymore.
When markets turn bullish and funding rates stabilize, I'll be ready.
Most people pay for courses. I paid with positions.

Revenge trading.
I went from ~$20,000 to ~$5,000 partly because of it.
FOMO is still my biggest enemy. I have a system. I don't always follow it.
Every time I've deviated from the plan, it cost me.
Every time I've trusted the system, it worked.
Still learning. Still here.

What changes in the next phase:

Tighter position sizing. Fewer trades, more conviction per trade.
More yield, less speculation.
More incentives hunting when the math is clear.
Trust the system. Minimize the FOMO.
The gap between $16,851 and $145,000 closes with compounding, not gambling.

I'm not in a rush.
For the first time in my crypto journey I have no deadline.
No pressure. No countdown. No "I need to make X by Y date."
This is a marathon, not a sprint.
Taking it slow is not weakness, it's the strategy.
And honestly? It's the best thing that ever happened to my mentality.

The edge isn't in the trade.
It's in the wait. 🥂
DarkLord_gr Out.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

Day 210 — War Day 88

Yesterday the US struck Iranian boats and missile sites near Bandar Abbas.
Iran called it a ceasefire violation.
Warned retaliation.

Today: Iran's IRGC Navy says 25 oil tankers, container ships and commercial vessels passed through Hormuz with Iran's permission in the last 24 hours.

That's the most significant Hormuz development in weeks.
Ships are moving. Iran is controlling the narrative around it.
The framework for a 60-day extension is still on the table.

Meanwhile Israel moved large forces into southern Lebanon and is taking control of strategic areas.
The war is not contained to Iran.

Oil futures settled at $93.89 (-2.81%). Gasoline futures down 5% to a five-week low.
Markets pricing in Hormuz opening.

Citadel Securities now sees the Fed shifting toward rate hikes.
Oil prices staying high plus AI-driven growth plus firm hiring = inflation risk outweighs labor concerns.
Bill Dudley warning Fed credibility is at risk after years of missing the 2% target.

If Citadel is right, rate hikes are the next macro headwind nobody is fully pricing in yet.

Fear & Greed: 37. Fear.

$BTC $75,797 (-2.14%)
$ETH $2,066.1 (-2.75%)
$SOL $83.445 (-2.76%)
$HYPE $60.439 (-2.21%)

@boros_fi
ETH 121d: Pay 4.07%, Receive -4.82% | +$6.62
ETH 30d: Pay 4.38%, Receive -4.82% | -$0.36
HYPE 2d: Pay 7.91%, Receive 10.95% | -$26.11
SOL 2d: Pay 1.84%, Receive -16.18% | -$34.07

HYPE and SOL expire tomorrow. One more day.
The ETH legs holding their ground.

@lighter_fi
HYPE 10x: entry $57.2782, mark $60.5798 | +$51.73 (+57.64%)
PENDLE 5x: entry $1.8708, mark $1.8092 | -$119.54 (-16.47%)

$HYPE holding green despite the market drop.
$PENDLE slipped back into red.

@HyperliquidX
AAVE 7x: entry $91.025, mark $85.896 | -$381.87 (-39.4%)
ENA 5x: entry $0.10662, mark $0.097386 | -$90.46 (-43.3%)
ETHFI 5x: entry $0.41591, mark $0.38401 | -$526.07 (-38.4%)

All three deeper red.

@prjx_hl
HYPE/USDC: $1,905.84 | APR 233.84%
HYPE/USDT0: $9.38 | APR 452.46%
Total fees collected: $60.82

Volatility is working.

@defituna
SOL/USDC 2.02x: $970 | In Range | -$20.20 (-4.03%)
Range: 70.014–115.02. Still inside despite $SOL dropping.

@pendle_fi
fxSAVE: +$12.8502 (+117%)
AVLT: +64.6647 (+13.52%)
jrmHYPER: +1.96989 (+18.84%)
sUSDD: +3.58499 (+5.85%)
eTHIRD: -3.78559 (-1.96%)
savUSD: -1.20226 (-2.77%)

Bought some YT savUSD

fxSAVE at +117%.
AVLT at +13.52%.
The fixed yield positions are the calm inside the storm.

Join the DeFi Dojo to stay up to date with all things yield in DeFi: https://t.co/EkqSjbA0Yx

The edge isn't in the trade.
It's in the wait. 🥂
DarkLord_gr Out.

[DarkLord_gr | DeFi Dojo @DarkLord_gr]

https://t.co/Mc4znrbufe

[Turbo @0xTurbo_]

Here is an update on my conviction bags for the coming week/weeks if not months

These are either shorter term trades that im in, or longer term tek plays i think can perform well.

$ISO (AVG 90k mc, holding 190k mc range)

PredFi play on solana where instead of basic yes/no bets, users can predict ranges and still earn if they’re close. With prediction markets just increasing in popularity i see this as a potential 100x play

$ADA (Just bought in around 600k mc after trading it on last run up)

ADA is a risky size play for me, as it might just bleed out slowly. My bet is that @toly Inevitably mentions or interacts with it again, its a very wholesome narra with people actually doing charity stuff with the fee's, i dont think it will go much lower then 400k mc.

$SPCX OG on ETH (avg sub 100k mc, chilling at 300k)

SPCX was initially a frontrun of the SpaceX ticker announcement, and was basically confirmed yesterday, now its just holding until Elon tweets about $SPCX ticker and the IPO heats up, should be good.

banana-for-scale-2:native

BANANAS31 for me is a size BNB meme/narrative play with the full supply already circulating, strong insider-style accumulation across multiple waves, and barely any selling from early wallets for over a year. The biggest triggers are the SpaceX/Starship narrative and the same kind of wallet-clustering pattern seen before other BNB “crime coin” runs like SKYAI. With space-related plays already gaining attention and BANANAS31 still far below a clean ATH reclaim, the thesis is simple: if the narrative catches, a wick above ATH could send it toward $600M+ mcap.

solana:y4JiNFzBPofqiCpuDTcVq11nhUDQoDzeK1UBCoXxF9y (Avg buy 300k mc, 900k rn, can do 10x easily if ycombinator buys)

CVT is an Agentic Governance Layer play

@LaunchCovenant’s first venture is now heading into a @ycombinator interview, earned after @AlexJFRSalsali won a hackathon. If YC ends up investing, it could kickstart real revenue for solana:y4JiNFzBPofqiCpuDTcVq11nhUDQoDzeK1UBCoXxF9y holders and prove the foundation model actually works. It would also put @EasyA_Kickstart on the map and potentially spark a legit ICM season from here.

[infraxa. @infraxa]

Live on https://t.co/h2TtJyUJlc soon

Full UX refresh incoming too.

Privacy shouldn't be this hard on Solana. Now it isn't.

[infraxa. @infraxa]

Every Solana tx you've ever made is permanently visible.

Sender. Receiver. Amount. Timestamp. Forever.

We built Privacy Swap to fix that.

Our submission for the @solana Privacy Hack 🧵

[Your Friend Andy @YourFriendAndy]

Why are so may people crying about this Bitcoin drop?

Earlier this year it went from $106k to $75k

Last cycle it dropped over 50% in between all-time highs.

It drops 75-80% every bear market.

If you’re not new here, take some courage pills or something.

[Jon Willette 👿 @jwill9498]

@Super70sSports Metallica/Ozzy Glens Falls, NY 1986. Legendary!

[Vice President JD Vance @VP]

“Saint Paul tells us to put on the full armor of God. Let all of us put on that armor and commit ourselves to the cause for which Charlie gave his life, to rebuild a UNITED States of America, and to do it by telling the truth.”

- Vice President JD Vance🇺🇸