not-me

reposting alfalfa. Polygon enthusiast.

[not-me @orange_eth]

A research post on $USDC, $DAI, $BUSD, $USDT & $MIM-> https://t.co/R1IY0rRJtz

[not-me @orange_eth]

@rileybrown_ai @teereximus try something more controversial, it quite literally just reads the text if its something boring---
a political document leads to.... lets just say some interesting discourse

anything technical / unopinionated is just snooze fest

[not-me @orange_eth]

the boxes don't line up on wide screen, some empty spaces on my side and its a lot going on in the page. I would take a simpler approach like add a carousel or something and keep bulk of your UI components in a docs section/wiki.
Aside from that beautiful components, excited to try 🙂

[hitesh.eth @hmalviya9]

Top 10 New Coins by Unrealized profits by VCs

- $ENA : Vesting Starts from 2/4/25 - 109.9x
- $REZ: Vesting Starts from 30/4/25 - 39.31x
- $ATH: Vesting Starts from 12/6/25 - 34.91x
- $DYM: Vesting Starts from 6/2/25 - 33.43x
- $ONDO: Vesting Starts from 18/1/25 - 33.08x
- $PIXEL: Vesting Starts from 19/2/25 - 27.28x
- $ARKM: Vesting Starts from 18/7/24 - 22.69x
- $SAGA: Vesting Starts from 9/4/25 - 21.26x
- $TIA: Vesting Starts from 31/10/24 - 21.26x
- $ALT: Vesting Starts from 25/7/24 - 16.37x

Credits: VC Printer by @dyorcryptoapp

[Ki Young Ju @ki_young_ju]

Memecoin dominance in alt markets is declining.

CT would be shifting from gambling to focusing on fundamentals, similar to a few years ago.

Pack it up lads, it’s over.

[CC2 @CC2Ventures]

The Airdrop Meta is now converging to liquidity-based airdrops in my opinion.

Things like Scroll, Linea, Eigenlayer, Symbiotic, Mitosis, Elixir, Superform, and the dApps residing on them (making them always a 2-in-1 play).

Downside: Size matters, and mostly linear, resulting in a certain APR on your farms.

Still a few activity-based and testnet airdrops left, but they aren't nearly as high-profile as the latest batch (Wormhole, zkSync, LayerZero, Starknet, Manta).

The Market smartening up on low float / high FDV, and VC seed valuations (and therefore compressing them) is ironically bad for airdrop farmers:

Biggest upside of airdrop farming has been that you get your tokens on Day-1 at highly inflated FDV, fully unlocked.

[Ericonomic @ericonomic]

What do you prefer? Paying 50% of your LayerZero airdrop to the tax authorities or paying 20% and donating 2% to Ethereum developers?

I’ve seen a lot of people getting angry about the “forced donation” to claim the LayerZero airdrop.

It was funny to me when I first saw it, but after thinking it through, it’s been a MASTERSTROKE for two reasons:

1) In most jurisdictions, if you receive an airdrop, you have to report it as work income, meaning you have to pay 40-50% of your airdrop in taxes.
By implementing proof-of-donation and making it clear in their blog that this is NOT an airdrop, you can report it as a capital gain, which means the tax rate is reduced to 15-25% in most jurisdictions.

You save a lot of money.

2) There are thousands of addresses infected with bots that drain your funds and claim your airdrops, stealing them from you (AKA sweepers).
By implementing proof of donation and announcing it 5 minutes before the claim, these sweepers find it much harder to claim and steal and have to do a lot of manual work, leaving a huge window of opportunity to recover those funds.

In short, a masterstroke by L0.
/clap

[WasabiBoat Research @wasabiboat]

How to Not Get Rekt Midcurving Polymarket Disputes

After yesterday’s Layer Zero airdrop drama, I looked at the most disputed @polymarket outcomes I could find.

The pattern is very clear:

MARKET: Will the Titanic Sub Be Found?

Akshually: the rules say “If pieces are located, but not the cabin which contains the vessel’s passengers, that will not suffice for this market to resolve to “Yes.” No parts of the cabin were found!

Come on Bro: They found the sub.

Outcome: YES

MARKET: Layer Zero Airdrop

Akshually: the LayerZero docs clearly state “This is not an airdrop” because they require a donation to claim.

Come on Bro: It was a TGE with a claims process. The donation was not a big deal.

Outcome: YES

MARKET: ETH ETF Approval

Akshually: Seems pretty clear to me that Polymarket should require an S-1 or S-3 to be approved/go effective for "yes." This is clear from the grammar. When you say "*ANY*" that means you are referring to any *one* among a GROUP...the only GROUP at issue here is the group of individual ETF *offerings* trying to get registered on S-1 or S-3, none of which have 'received approval'...saying "if any of the 19b-4s receives approval" would make no sense (citation: @lex_node)

Come on Bro: All CT and the media are reporting it was approved

Outcome: YES

MARKET: Will Nikki Haley Endorse Trump?

Akshually: Haley just said she will vote for Trump. She never said her supporters should. That’s not an endorsement!

Come on Bro: Media reporting it as an endorsement

Outcome: YES

MARKET: Zelensky as Time Person of the Year

Akshually: The market clearly states: "this market will resolve to "Yes" only if exclusively Volodymyr Zelenskyy is named as the TIME's Person of the Year. The cover says Zelensky "and the Spirit of Ukraine"!

Come on Bro: He was the only person on the cover

Outcome: YES

Conclusion

This is not a critique of the @Polymarket or @UMAprotocol dispute process.

It is just an observation that the "Come on Bro" lens is almost always best in a disputed situation.

If there are other counter-examples please let me know and I will update this to get a more balance picture.

Bottom Line: if you have any lawyerly tendencies, I recommend killing this part of your brain with a few whippets before making any trade.

[Kaito AI 🌊 @KaitoAI]

DeFi has flipped Memecoins for mindshare.

A very rare sighting this cycle.

[Alex Albert @alexalbert__]

Claude is starting to get really good at coding and autonomously fixing pull requests. It's becoming clear that in a year's time, a large percentage of code will be written by LLMs.

Let me show you what I mean:

[TylerD 🧙‍♂️ @Tyler_Did_It]

Now we know who's been selling -

The ancient BTC whales.

To the tune of billions.

Onchain data shows that long-term BTC whales have sold a whopping $1.2B of BTC over the past 2 weeks.

Literally an "unprecedented" amount of selling according to CryptoQuant.

[ZeroToTom @zerototom]

How to trade $DJT like an adult.

Example:
>go to @Polymarket
>bet $3,000 on NO, its not real.
>potential profit on that bet is $797.
>buy $797 worth of $DJT.

if it's fake then your polymarket profit will cover your $DJT purchase.

if it's real then $DJT will do insane multiples, vastly grater than your losses on polymarket.

[WasabiBoat Research @wasabiboat]

Crazy action in the @Polymarket Discord rn

- @LayerZero_Labs airdrop by June 30 market "YES" trading at ~99%
- Protocol announces users have to "donate" a small amount to some charity thing to claim tokens
- Claims this is a new paradigm in the world if token distro
- Market plunges to 75%, as traders argue if donation-for-tokens is a real airdrop or not.
- There is a precedent where Poly clarified definition of "airdrop" -- "Tokens need to be distributed to users' wallets for free of through claiming with a gas fee for it to be an airdrop"
- Dispute going to the @UMAprotocol resolution.

No position in this rn. Over half a million USDC at stake

@PrimordialAA - Do you think your TGE is an "airdrop"?

[not-me @orange_eth]

backed by @paradigm

[Symbiotic @symbioticfi]

Introducing Symbiotic:

Permissionless, flexible restaking.

[DopeOxide @DopeOxide]

Daily transactions on @base are on an absolute tear

After cooling off for the past month we are back at ATH

Expecting Base projects to rip with the increase in activity

[not-me @orange_eth]

@Plex_Official @Plex_Official does this include v2? https://t.co/Vm9ymmvw2i

[exit liquidity @exliquidity]

Less than two months later, $GOOD is live!

Now the real fun begins:

- $GOOD is trading at almost $50m FDV; 5x the presale price
- The other LPDs are starting to move - @dopex_io/@Panoptic_xyz/@GammaSwapLabs have all launched in some form

Which one will you use to trade?

[阿尔法新酱 | 0xShinChan 🇭🇰 @0xShinChannn]

Users will soon be able to maximize their @LidoFinance staking strategy with @ipor_io's Lido Staking Rate Index for hedging, speculation, and even relative value trading of staking rates.

A thread on everything you need to know 🧵

The Push and Pull of Ethereum Staking APRs
Ethereum's staking APRs are influenced by a combination of Consensus Layer rewards, network activity, and risk factors:

🔸 Consensus Layer (CL) rewards decrease as the staking ratio increases, which is currently lower than on other networks but expected to rise.
🔸Execution Layer (EL) rewards are tied to network activity, these yields fluctuate and have been experiencing growth with increased usage.
🔸Staking ratio is lower than average but anticipated to climb, which could lead to a reduction in CL rewards over time.
🔸Slashing Events represent a risk to yield, though Lido’s validator onboarding and recovery funds mitigate this.
🔸Network activity is major determinant of EL yield, showing sporadic spikes aligned with significant events. Market sentiment-wise, tecent upticks in network activity hint at the potential yield dynamics in future bull markets.

🔸With regards to the ecosystem, the development and adoption of scalability solutions like rollups will impact future APR trends.

Navigating Yields with the IPOR Staking Rate Index
The IPOR Staking Rate Index serves as a novel tool for users to hedge and speculate on Ethereum staking yields through swaps based on real-time Lido staking rates.

Here's how it works:
🔸Hedging
• $stETH holders, Ethereum validators, and stablecoin issuers can hedge against declining CL rewards by locking in the APR through swaps.
• Protects leveraged staking strategies from yield fluctuations.

🔸Tactical Trading & Speculation
• Position for increased staking yield in anticipation of network activity spikes
• Exploit short-term gas fee surges for enhanced yield.

🔸Relative Value Trading
• Exploit cost-efficient, non-directional market opportunities.
• Engage in curve trades with different swap maturities.
• Capitalize on MEV-induced volatility for attractive cross-market strategies.

[not-me @orange_eth]

#kyberswap

[17 years of song a day @songadaymann]

THAT KYBER HACKER HAS GOT SOME FUCKIN BALLS

(nft in next tweet)

[yieldfarming @delucinator]

Periodic post of what I'm farming

[I am Grxxt | DeFi Dojo @IamGrxxt]

Bullish on #Ethereum

Could there still be pullbacks? Yes.

Could it still lag behind #Bitcoin for a while? Yes.

Are we close? Yes.

But this is where you want to start accumulating.