Maël ✌🏻

[Maboo @Maboocrypto]

Back in June, I said Boros could “eat every yield source in crypto.”

In this chapter, that yield means funding rates, the biggest untapped stream in perp markets, now fully on-chain.

✦ The prize then:

$BTC perp OI ≈ $40B, $ETH perp OI ≈ $10B, perps moving $150–200B/day.
I said even 3% penetration would mean ~$1.5B flowing through @pendle_fi, enough for top-5 DeFi TVL.

Then:

– TVL at $4.9B
– $PENDLE in the mid-$4 range
– Boros still in closed beta
– Market sizing still a thesis on paper

Now:

– @boros_fi live on mainnet
– TVL at $7.7B+ (ATH)
– Market cap closing in on $900M
– Price up 22% in 24h to $5.4
– My feed filled with Boros threads, charts, and takes, proof it’s eating mindshare as aggressively as it’s eating funding rates.

Integrations are lining up exactly as expected: fixing funding for treasuries like Ethena, enabling trading of funding vol, and LPing curves for yield streams that didn’t exist on-chain before Boros.

Margin-based design? Shipped as planned, V2 liquidity untouched.

Tokenomics? No new token, YT fees from 3%→5% earlier this year, and now to 7%, with 100% going to vePENDLE lockers.

Revenue split still 80/10/10 in favor of lockers.

In June, I pointed to Hyperliquid’s $8.9B OI as proof of the CEX-to-DeFi shift.

Today, perp demand is even bigger, and Boros gives those traders their first native hedge for funding rates.

Back then I said the risk/reward felt asymmetric.

Now, with +$2B TVL, hundreds of millions in added market cap, and momentum building across price, TVL, and mindshare, my conviction has only grown.

I’ve followed Pendle’s journey through every chapter, from the stablecoin yield meta to this funding-rate era. Seeing Boros live and the market respond like this is exactly the kind of outcome I hoped for when I first wrote about it.

People faded it at $300M TVL.
Then $1B.
Then $5B.
The next fade won’t come cheap.

[Maboo @Maboocrypto]

Gm frens,

I don’t think retail is coming back the way we remember it.

The 2021 meta was chaos in the best way, quick flips, Discord alphas, stealth launches, viral 100x threads, bonding curves, ponzis wrapped in nice UI.

Everyone was printing.
Gas wars at 3am felt normal.
Even your dentist was yield farming and tweeting “gm.”

Fast forward to today :

👉Your cousin’s not downloading five wallets just to figure out what “gas” means.
👉Your brother got burned in 2022 and now tells everyone he’s “focusing on real estate.”
👉Your mom still thinks Bitcoin is for criminals.

✦ The ones who stayed? Not gone, just done clicking ‘Approve’ ten times a day

✦ The rest? Watching TradFi eat the whole pie, wondering if crypto was just a phase.

Yes, institutions are entering.. but they’re doing it through ETFs, treasuries, retirement accounts.

They’re stacking billions without touching a swap, a wallet, or anything remotely onchain.

Meanwhile, CT still can’t get normies to download a wallet.

Let’s call it what it is:

Crypto’s winning, but the UX is still stuck in 2019.

The next billion won’t bridge.
They won’t “approve.”
They won’t care what chain they’re on.

They’ll use an app, get a result, and move on with their life.

Because that’s what actual adoption looks like.

—

That’s exactly where @wardenprotocol comes in.

Warden isn’t a wallet. It’s an execution layer powered by natural language.

You type:

“Swap 1 ETH to USDC and stake the rest on EigenLayer.”

Warden handles the routing, signing, execution, and gives you a receipt.

That’s real abstraction and it’s working.

In just 8 days, Warden grew from 2 million to 4 million users.
That’s 250,000 new users per day.

At the same time, they shipped:

• Warden Studio for building custom agents
• Agent Hub with plug-and-play bots
• SPEX proofs for verifiable execution
• And the Great Pump Off, 2.5% of $WARD supply for early users and builders

Mainnet + token coming Q3.

Warden doesn’t onboard users.
It removes the reason they ever needed onboarding.

That’s how crypto disappears, and finally wins..

[Maboo @Maboocrypto]

What if @boros_fi could eat every yield source in crypto 🤔

“Boros” = Greek βορός → to eat.

@pendle_fi picked the name for one reason: Consume every yield stream in crypto, on-chain or off. 👇

—

✦ The prize on the table

• BTC perp OI: ≈ $40 B (May-25 peak)
• ETH perp OI: ≈ $10 B (mid-Jun-25)
• Perps move $150–200 B daily (Pendle est.)

If Boros grabs just 3 % of that OI, that’s ~$1.5B flowing through Pendle.
Enough to push it straight into top-5 DeFi TVL.

✦ Why it’s realistic

Pendle’s already locked $4.9B TVL (~6 % of Ethereum DeFi).
It ate the stablecoin yield meta in 18 months…
Funding-rate yield is just Chapter 2.

✦ What Boros lets you do

🔒 Fix funding – turn floating perp payments into a locked APR, so delta-neutral treasuries (e.g. @ethena) budget with certainty.

📈 Trade funding vol – go long/short the rate curve itself with leverage, completely uncorrelated to spot moves.

🌊 LP the curves – act as market-maker for funding, earning spread + protocol fees on both sides, an untapped risk premium.

And yeah… it runs on a fresh margin-based “Base” → V2 liquidity stays untouched.

✦ Tokenomics (Bullish → No Dilution)

• No new token. No emissions change.
• YT fee hike (3 % → 5 %) now live → extra 2 % goes straight to vePENDLE lockers.
• Revenue split? 80 % vePENDLE / 10 % Treasury / 10 % Ops.

That’s rare in DeFi these days and exactly why I’m staying long.

✦ Community tail-winds

• Snapshot (31 Dec 24): first airdrop (~$40 M) → native lockers only.
• Jan-25 onward: team says all lockers count for monthly partner drops.
• Closed beta live since mid-May; mainnet guidance = Q3-25 (subject to audits).

✦ On-chain proof

Hyperliquid just hit $8.9B OI + ~$1.7 M daily fees.
CEX-to-DeFi flow shift is already happening.

Boros gives those traders their first on-chain hedge for funding rates.

✦ Risks

Sure… whales may stay CEX-native early on.
Yeah… oracles can’t fail.
And obviously… regulators love poking around anything that smells like a derivative.

But that’s the trade-off for any real unlock this size.

✦ What I’m watching next

Personally? Waiting for the audit report + public test-net (July).
Also tracking Ethena and Drift vault integrations, first live flow will tell me if demand’s real.

✦ TL;DR

People faded Pendle at $300M TVL.
Then at $1B.
Now at $5B.

Boros is targeting a $150B+ market that moves faster and hits harder than anything Pendle’s touched before.

I’m always bullish on Pendle and the risk/reward here still feels asymmetric.

NFA 🫡

[Maboo @Maboocrypto]

Sunday is for chilling—unless you're a full-time Snapper.

You missed @sparkfinance?

Don’t sleep on the next one. 👇

---

The 2nd-ever Snaps campaign just launched.

This time, it’s powered by @PlaySapien, the decentralized AI data-foundry.
And they’re dropping 0.5% of $SPN supply to top Snappers on @cookiedotfun 🍪

✦ What’s Sapien?

Sapien is building the data layer for AI agents—a place where humans earn by training models, validating outputs, and climbing global leaderboards.

It’s not theory:
• 150K+ trainers
• 110+ countries
• Millions of expert labels already live
• Points → $SPN at TGE

Backed by Variant, Animoca, YGG, and more.
Built by ex-Coinbase, Base, and Polymath founders.

✦ The AI x Onchain narrative is heating up

• Sapien turns AI training into a social game
• You complete missions (Forges), earn Points
• You can stake, boost, refer, and build rep
• All rewards are tracked and ranked onchain

This is proof-of-human context at scale—with tokenized incentives baked in.

✦ Cookie Snaps = Free $SPN

You don’t need capital.
You don’t need a following.
You just need to post well.

Early = less competition.
Cleanest “engage-to-earn” out rn.

✦ Why I’m in?

This is the perfect overlap:

• AI incentives
• Onchain points
• Real product + active userbase
• Token not live → upside open

Spark’s Snaps campaign was alpha.
Sapien’s might be even bigger.

LFG 🍪🤖

[Maboo @Maboocrypto]

♦︎ Midnight.

X, Discord and Reddit flip their APIs to “off.”

Dashboards crash. Bots go mute. Airdrop trackers freeze.

The attention economy flat-lines—except for one protocol that already bought its own fire-hose: @KaitoAI 🧵👇

[Maboo @Maboocrypto]

AI agents are back.

They live on-chain.
They pay in $VIRTUAL.

While everyone watches $FET, $RENDER and $TAO, this one just did +133% in 1 week and reclaimed $1B Mcap.

And it might still be cheap. 👇🧵

[Trust Wallet @TrustWallet]

Sonic is here! ⚡

We’ve launched a $100,000 in $S giveaway with 10,000 chances to win to celebrate the integration of Sonic in Trust Wallet!

🔹 Like & RT
🔹 Follow @TrustWallet & @SonicLabs
👇 Complete the quest and verify your $S balance
https://t.co/JtmvbuMjHH

[Maboo @Maboocrypto]

“The U.S. President is firing up his own money printer.”

It’s called $USD1.

Here are 5 red flags almost no one is talking about 🧵👇

[Trust Wallet @TrustWallet]

100,000 $WCT. 10,000 winners. Who's in fam?

How to enter:
🔹 Like & RT
🔹 Follow @TrustWallet & @WalletConnect
👇 Complete the quest with Trust Wallet
https://t.co/kgjjGpzalf

[Maboo @Maboocrypto]

Gm frens.

Markets are spooked.

After an unusual emergency meeting, Fed Chair Jerome Powell delivered a message that markets didn’t want to hear:

✅ Inflation is still slowing — good news
❗Unemployment is starting to rise — worrying sign
📊 Only 151K jobs created vs. 170K expected
⚠️ Public sector layoffs (10K in Feb) beginning to show up in the stats

Powell stayed vague on the path forward:

🗣️ "Too early to say what policy is appropriate"
🔇 Dodged Trump’s latest rant calling for immediate rate cuts

Markets heard: no clarity, no confidence --> Global indices tanked. Tech got slammed. Volatility (VIX) hit its highest since August.

But Bitcoin? Barely moved.

While everything else bled, $BTC showed real resilience — holding steady, almost untouched by the carnage.

2025 rate cut forecasts?

→ Some expect 2–3 cuts
→ Others bet on 8 (with only 6 meetings left...)
= Total confusion = total volatility

🇨🇳 China hits all US products with a 34% tariff and bans 16 American companies.

Trump fires back, threatening 70% tariffs. The back-and-forth trade fight is heating up — and markets are freaking out.

There's one bright spot: Solana.

⚡ ETF approval odds now estimated at ~90%
✅ Grayscale filed the final S1 step with NYSE
✅ Franklin Templeton, Van Eck & others are jumping in
→ $SOL could beat $XRP to ETF status — a huge narrative win

Top 100 and 200 crypto tokens show strength. $BTC is flat.

Are we witnessing the early days of crypto becoming a true macro hedge?

[Trust Wallet @TrustWallet]

🎉🥳 To celebrate our 200 MILLION DOWNLOADS milestone, we’re hosting a $20,000 in $TWT giveaway with 200 chances to win!

Entry:
💙 Like & RT
💙 Follow @TrustWallet
👇 Fill out the form
https://t.co/6pbia1Cu9c

[Maboo @Maboocrypto]

G.M Frens !

This is the last news of 2024 🫡

I want to thank you all for the support on this year, 2025 is going to be extraordinary, stay tuned. 👀

📰 Today's Crypto and Defi Rundown: All the must-know updates in one place! 👇

News 📝

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

🌐 China denies involvement in US Treasury cyberattack: A Chinese embassy spokesperson rejected claims of the nation's role in the alleged breach of US Treasury workstations. The denial comes amid rising geopolitical and cybersecurity tensions globally.

⚖️ South Korea issues arrest warrant for President Yoon: President Yoon Suk Yeol faces an arrest warrant after ignoring three investigative summons. This marks a significant escalation in South Korea’s ongoing political and judicial turmoil.

💰 Tether strengthens reserves with $780M in Bitcoin: Stablecoin issuer Tether $USDT added 8,400 $BTC to its reserves, marking the largest addition since March. This signals Tether's long-term commitment to bolstering its Bitcoin backing.

🕵️ Blockchain Bandit moves $172M in stolen $ETH: Dormant since 2018, the infamous hacker transferred 51,000 $ETH, stolen using weak private keys. Blockchain investigator ZachXBT flagged the activity, reviving interest in the unresolved case.

⚡ Gemini’s CFTC trial delayed to January 21: The legal battle between the CFTC and Gemini over alleged market manipulation has been postponed. This extension adds to the uncertainty surrounding the outcome of this high-profile case.

🛡️ Blockchain Association sues IRS over crypto tax rules: The Association filed a lawsuit challenging the IRS's new reporting regulations, arguing they breach constitutional rights. This case could set a precedent for crypto tax compliance.

🚀 Grayscale adds AI tokens and Solana apps to watchlist: Grayscale highlighted $HYPE, $VIRTUAL, $ENA, and $JITO as its top AI and Solana ecosystem picks for 2025. This move underscores the growing intersection of AI and blockchain.

🔒 Hyperliquid launches $9B in staked assets: Hyperliquid users have staked $344M in $HYPE tokens on its mainnet, with a total locked value surpassing $9B. The platform’s ecosystem expansion highlights rising staking adoption.

✅ MoonPay gains MiCA approval for EU operations: MoonPay now complies with Europe’s Markets in Crypto-Assets (MiCA) framework. This regulatory milestone expands its foothold across key EU markets.

🤖 a16z explores AI-driven blockchain launch: Andreessen Horowitz is evaluating a Layer 1 blockchain designed for AI applications. The move could merge decentralized infrastructure with cutting-edge AI innovation.

📈 MicroStrategy adds 2,138 $BTC, boosting its holdings: MicroStrategy expanded its Bitcoin treasury to 446,400 $BTC, valued at $41.5 billion. The firm’s yield now stands at an impressive 74% for 2024.

🛑 Vietnam police halt $1M crypto scam, save 300 victims: Authorities intercepted a fraudulent scheme worth $1.17M, uncovering fictitious tokens and saving hundreds of victims. Vietnam’s vigilance highlights its firm stance on crypto crime.

📊 Uniswap $UNI hits $462B in monthly volume: Uniswap recorded $106B in trading volume over the past 30 days, marking a record-breaking December. Decentralized exchanges continue to dominate crypto trading activity.

✨ Top crypto moments of 2024 recap: Fake Bitcoin ETFs and Trump’s Bitcoin endorsements were among this year’s defining events. These moments shaped market sentiment and policy discussions in crypto.

🇲🇾 Malaysia bans Bybit’s operations: Malaysia’s Securities Commission enforced a ban on Bybit’s local activities, citing non-compliance. The move reflects the country’s increasingly strict crypto regulations.

🏦 Hong Kong legislator proposes $BTC as reserves: A proposal aims to include Bitcoin in Hong Kong’s national reserves to enhance financial stability. This aligns with the city’s pro-blockchain approach to economic reform.

📉 Bitcoin Fear Index drops to October lows: Bitcoin’s price fell 13.7% in 12 days, with the Fear & Greed Index hitting its weakest since mid-October. The drop reflects year-end market caution among crypto investors.

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

Stay informed, stay ahead! 🚀

See u next year 😇

[Maboo @Maboocrypto]

With Bitcoin nearing the $100K mark, waves of bullish sentiment are spreading throughout the crypto ecosystem

Money flows define the path to altcoin season: Bitcoin dominance, Ethereum’s rise, and the parabolic rally of large and small caps.

Where are we in the cycle right now for you ? 👀

[Maël ✌🏻 @Mael_ur]

@The0ver42 @AlertesInfos frero ça fait 40 ans j’habite plus la bas

[Maboo @Maboocrypto]

💸 Trump is here to stay and $BTC reached new ATH ..

.. so we'll talk about BTC-FI today.

Imagine earning real yield while tapping into Bitcoin’s unmatched security to fortify emerging PoS networks.

Let’s dive into how you can make your #Bitcoin work harder for you 👇🧵

[Shiro @CryptoShiro_]

Gm guys 🫡
​
• AI
• Memecoins
• Market Thoughts
• Project Research
• DeFi News
• Narratives & Catalysts ↓
​
✦ LATEST ALPHA - October 30th, 2024 🧵

---------------------------
​
AI Memes, AI Agents, AI Tech, it's all about AI these days.
​
BTC is really close to ATH. Uptober has been up.
​
What else is in store for the end of the year?
​
---------------------------

🪂 Airdrop Alpha
​
• Kroma Airdrop Season 1 (https://t.co/77Lfee3Fdl)
• Aleo Airdrop Claim (https://t.co/sosVptpcFN)
• Grass Airdrop Claim (https://t.co/Rj0U2xurec)
• Sonic Strategy (https://t.co/ut21HyzO8Z)
• Bonus Linea LXP (https://t.co/Z7tjhJN4KG)
• AbstractChain Badge (https://t.co/kSPjBcVV2l)
• Variational Testnet (https://t.co/cKXpSsOvA0)
• Nillion Verifier, VPS Strategy (https://t.co/GwuScZsIL7)
• 3 DePIN Airdrops (https://t.co/xMzOhf5npf)
• Some Airdrops for the end of the year (https://t.co/rxuQmDFq6Q)

🎓 Knowledge, Analyses & Thoughts
​
• The State of Token Unlocks for L1 & L2 Chains (https://t.co/ScCVAKJyM7)
• BTC TA Price Action (https://t.co/wvmlCgXyoT)
• EigenLayer & Modular Thesis (https://t.co/e1DmkkONwG)
• Memes on Base the new playground soon? (https://t.co/4PSz7tnJRI)
• How to analyze holder distribution for memecoins (https://t.co/4Zni30KQFA)
• Retail Interest still low despite BTC close to ATH (https://t.co/Ll5SFLAU9E)
• AI Agents & AI Funds (https://t.co/xOPBEe8mTV)
• BTC Dominance 3 years High & Altcoins Thoughts (https://t.co/uyBOfcPjIS)
• AltSeason Analysis (https://t.co/9uiwD9rSen)
• Thoughts on BTC Price Bias (https://t.co/Zz9bH9BXDP)
• 10 Web3 Predictions for 2025 (https://t.co/NAfxmuECoN)
• AI Agents might dominate all sectors by 2025 (https://t.co/T3Ob5iW527)

📰 News, Updates & Catalysts
​
• Last Week’s DeFi News (https://t.co/0HpDPTXIIQ)
• What happened in Crypto Oct 27 (https://t.co/znB1kaagnn)
• What happened in Crypto Oct 28 (https://t.co/6NohjNnvhJ)
• What happened in Crypto Oct 29 (https://t.co/N9HAnmsKBs)
• More News (https://t.co/UoLObBub4B)
• Top & Worst Performing Sectors YTD (https://t.co/5cJTWn48MY)
• MicroStrategy’s Bitcoin Investment $8.4B Unrealized Profit (https://t.co/JE5YcwykRz)
• Bitcoin Dominance keeps going up (https://t.co/6RXWNRFm7D)
• Institutions are bidding hard (https://t.co/qBlm9dKyDL)
• BTC HTF (https://t.co/9bbH7SgMsn)
• BTC TA (https://t.co/9G893zHLjc)
• Bullish short term catalysts (https://t.co/BDfRWjfZq7)
• Crypto Watchlist for the Week Ahead (https://t.co/Z0RqWPWLoY)
• More Catalysts (https://t.co/95dECBRNxM)

Project Research & More on Second Tweet 👇
​
---------------------------
​
People you need to Follow ↓
​
@Prithvir12
@crypto_linn
@DeFi_Made_Here
@0xSalazar
@thesaint_
@dontbuytops
@arndxt_xo
@andyyy
@Louround_
@rektdiomedes
@eli5defi
@milesdeutscher
@DefiIgnas
@TheDeFinvestor
@hmalviya9
@DistilledCrypto
@fastlife
@MingoAirdrop
@CryptoGirlNova
@TheDeFiPlug
@0xGolden_
@Maboocrypto
​
---------------------------
​
Support (Likes, RTs, Bookmarks) is always appreciated if you like this format!
​
Happy Halloween! 🫡

[Maboo @Maboocrypto]

Privacy in DeFi is becoming a BIG topic 👀

With everything being transparent on-chain, how do we protect sensitive financial data?

Let’s dive into privacy projects in DeFi and the challenges they face 🧵 👇

[Maël ✌🏻 @Mael_ur]

@Velapsis @Fazyyyl92 @The0ver42

[Maboo @Maboocrypto]

G.M Frens,

📰 Today's Crypto Rundown: All the must-know updates in one place! 👇

News 📝

• Samsung Expands in Blockchain: Samsung Next invests in Startale Labs to enhance Ethereum's Layer 2 solutions, deepening its involvement in Web3 infrastructure. 💻 (Coin360, The Block)

• Euler Finance v2 Launched: Euler Finance launches version 2 of its DeFi lending platform, bringing advanced modular features and enhanced risk management for decentralized finance. 🏦 (CoinGecko, CoinDesk)

• Penpie Hack: Penpie, a DeFi protocol, lost $27 million in a hack, forcing Pendle to halt operations briefly to protect over $100 million in assets. 🔒 (CoinDesk, CoinTelegraph)

• Zurich Cantonal Bank’s Crypto Push: Switzerland's largest cantonal bank, ZKB, adds Bitcoin and Ethereum trading and custody services for clients, signaling more institutional adoption of crypto. 🏦 (CoinGecko, CryptoSlate)

•AI & Crypto Convergence: Nvidia's market turmoil could impact AI-focused blockchain tokens like Fetch ai, but experts predict long-term growth as AI and crypto continue to intersect. 💻 (CryptoNews, CoinDesk)

• Uniswap CFTC Fine: Uniswap Labs was fined $175,000 by the CFTC for facilitating illegal leveraged retail transactions, further stoking regulatory debates in DeFi. ⚖️ (CoinTelegraph, CoinDesk)

• Vitalik Buterin's STRK Movement: Ethereum’s co-founder Vitalik Buterin unlocked $470,000 in STRK tokens, which caused a stir among the crypto community. 🧐 (The Block, CoinGecko)

• Solana Whale Offloading: A Solana whale sold over $99 million worth of SOL, continuing weekly sales despite Solana’s 31% growth this year. 🐋 (CoinGecko, CoinTelegraph)

• Consumer Price Index impact on crypto: The upcoming US CPI report for August is expected to impact crypto markets as inflation pressures weigh on investor sentiment. 📊 (CoinTelegraph, CoinDesk)

• Token2049 set for major announcements: Industry leaders gear up for the Token2049 conference, where big announcements from key players in DeFi and blockchain are expected. 🌐 (CoinTelegraph, CoinDesk)

• Brazil’s CBDC moves forward: Brazil’s Central Bank taps Visa and Santander to lead the next phase of its CBDC project, signaling advancements in digital finance. 🇧🇷 (CryptoNews, CoinTelegraph)

• FTX legal drama continues: US prosecutors dismiss claims of a breach in the plea deal with former FTX executive Ryan Salame, keeping legal battles in the spotlight. ⚖️ (CryptoNews, CoinTelegraph)

• Trump’s crypto venture: Former President Trump’s crypto project, World Liberty Financial, faces skepticism over its feasibility amid his presidential run. 🇺🇸 (GreekReporter, The Block)

• Ethereum: Analysts say Ethereum’s rising inflation isn’t necessarily bad, with potential long-term benefits for the ecosystem. 🚀 (CryptoNews)

Crypto & DeFi Projects Updates 📈

Radiant Capital's Cross-Chain Expansion ➤ Radiant Capital has expanded its lending and borrowing services to support multiple blockchains, enhancing liquidity and interoperability. This move marks a major milestone for cross-chain DeFi solutions. 🔗 (Source: CoinTelegraph, The Block)

Frax Finance Unveils Frax v3 ➤ Frax Finance introduces Frax v3, focusing on greater algorithmic stability and decentralization within its stablecoin protocol. This upgrade is designed to strengthen its place as a leading stablecoin in DeFi. 🔄 (Source: Decrypt)

Stargate Finance Integrates with LayerZero ➤ Stargate announces its integration with LayerZero, facilitating seamless cross-chain swaps and bridging liquidity across different blockchains. This integration enhances cross-chain operations for DeFi protocols. 🌐 (Source: CoinTelegraph)

Kava Lend Adds New Collateral Types ➤ Kava Lend now accepts Bitcoin and Ethereum as collateral for loans on its platform. This new feature gives users more flexibility and options when borrowing against their crypto assets. 🏦 (Source: The Block, CoinDesk)

GMX Tops DeFi Revenue ➤ GMX, a decentralized perpetual exchange, outperformed other DeFi protocols in revenue over the past 24 hours, driven by high trading volume and demand for perpetual contracts. 📊 (Source: Decrypt)

MakerDAO Proposes DAI Savings Rate Increase ➤ MakerDAO is considering a proposal to increase the DAI Savings Rate (DSR) to attract more users to lock up their DAI. This move could significantly boost demand for the decentralized stablecoin. 💰 (Source: CoinDesk)

Compound Launches Treasury Service ➤ Compound has launched a new treasury service aimed at institutional clients, offering a simplified way for large firms to earn yield on digital assets. This is part of Compound’s strategy to attract traditional finance into DeFi. 💼 (Source: The Block)

Stay informed, stay ahead! 🚀

See u soon 😇

$SOL $ETH $BTC $MKR

[Shiro @CryptoShiro_]

A Layer 0 Blockchain with Long Term potential 💎
​
• A bold Rebrand
• To become a Web3 Cloud Computer
• Fitting new Narratives
• New Burning Mechanism → Token Appreciation
​
Stay relevant 🧵

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

We'll be talking about @Polkadot Updates & Catalysts, and how Polkadot aims to stay relevant long term ↓
​
✦ Polkadot is a Layer 0
​
This Layer 0 categorization is significant because it highlights Polkadot's role in providing the infrastructure for interoperability and shared security among multiple heterogeneous blockchains, known as parachains.
​
Parachains are independent blockchains connected to the main chain of Polkadot.
​
Each parachain can have its own features and goals, such as decentralized finance (DeFi) applications, gaming, or data management.
​
Basically Polkadot provides easy to use & customizable blockchains, validated by the validators of Polkadot's main chain (the Relay Chain).
​
Parachains inherit the security of the entire network, and can achieve scalability of the Polkadot protocol.
​
On this base, they're now building Polkadot 2.0.
​
✦ Polkadot 2.0
​
Polkadot 2.0 is an upgrade to Polkadot as we currently know it, especially addressing high entry barriers & resource inefficiencies.
​
It will introduce 3 new concepts:
• Agile Coretime
• Async Backing
• Elastic Scaling
​
Why these 3 concepts are needed?
​
They will allow:
​
→ Faster Transactions → Affordable top-tier Security → Scalability on-Demand
​
Basically, Async Backing allows to send blocks to the main chain (relay chain) asynchronously, without waiting for the relay chain to complete its block production cycle → More transactions in less time
​
Elastic Scaling allows the network to dynamically adjust resources to handle different workloads → More flexibility & optimal use of resources
​
Agile Coretime is a set of protocols & algorithms that enable more flexible scheduling & execution of transactions → Improves transaction scheduling & optimizes network performance
​
Parachains will also now have the possibility to purchase large amounts of coretime based on their demands, instead of auctioning to get fixed slots → More flexibility

Collectively, these features position Polkadot as a Web3 cloud computer, capable of seamlessly adapting to varying demands.

✦ Updates & Catalysts
​
🔹 Polkadot 2.0 ↑
​
🔹 A Revamped Website & Enhanced Visual Identity
​
Designed to be more intuitive and accessible.
​
🔹 New Burning Mechanism
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Since the introduction of Agile Coretime, there has been debate across the Polkadot community on how coretime revenues should be spent.
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After much debate, the community has decided to burn coretime revenues, introducing a second burning mechanism to the token.
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However, revenues burned by coretime are expected to be small at first. This is because the network must still honor the current lease periods (the last lease will expire almost two years from now, in May 2026).
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Once coretime is introduced and auctions stop, the number of cores that will need to be paid for will gradually increase as roughly seven slots unlock every 84 days (~3 months).
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🔹 Decentralized Futures Program
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In December of 2023, the Web3 Foundation launched the Decentralized Futures Program, committing $20M and 5M $DOT to support Polkadot-focused individuals and teams. The program aims to foster the development of new, self-sustaining projects within the ecosystem.
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🔹 Scytale Polkadot Ecosystem Fund
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Leverage the Polkadot Network's potential by investing in early-stage blockchain & crypto startups.

✦ Numbers
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• 7M active accounts (+35% YoY)
• 55M transactions (+56% YoY) in Q2
• $5B Staked economic security
• 600+ Projects in the Polkadot Ecosystem
• 1.3M DAO Members represented by total onchain wallets

✦ Conclusion
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@Polkadot is an exciting ecosystem in constant growth, which has been through several cycles.
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To stay relevent in the Crypto Ecosystem they keep innovating and developing new tech, finding new ways of using their products.
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As we've seen, their overall adoption keeps growing, and the arrival of Polkadot 2.0 could be a big catalyst for more adoption, more revenue, and more DOT burned.

I'm collaborating with @PinkBrains_io to educate about Polkadot, Polkadot 2.0, their goals in a long term vision, and the latest Updates & Catalysts.
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We'll talk about Tokenomics, Governance, Upcoming Projects, and more really soon 🫡
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Some Frens to Follow for more Alpha:

@eli5defi
@Hercules_Defi
@rektdiomedes
@Flowslikeosmo
@Louround_
@Deebs_DeFi
@poopmandefi
@0xelonmoney
@andrewmoh
@Slappjakke
@CryptoNikyous
@andyyy
@0xCrypto_doctor
@fastlife
@thesaint_
@hmalviya9
@stacy_muur
@hooeem
@crypto_linn