Macjo09

discord : Macjo09
Web3 Wanderer 💎
Risk Taker
Nads Maxi

[Curvance Intern 💾 (Floppy Arc) @CVEIntern]

Before opening any position in DeFi, it's always important to know your risk level and understand exactly what can happen when the market moves.

✍️ Intern make a quick & dirty checklist to get you started:

[Curvance @Curvance]

Capital efficiency begins with visibility.

This week’s Morning Brief provides a snapshot of leading Curvance markets across max earning APY, deposit APY, and borrow APR ☕️

Track market conditions, evaluate opportunities, and deploy capital with precision.

Click less, earn more.

[Macjo09 @rockitwithMAC]

@skrumpeys DN

[Macjo09 @rockitwithMAC]

@143_hq @0x_adah 143

[aromat @aromatgq]

$MON
If, for example, any of you are really worried about the big unlock in November - relax we have only two possible scenarios, we have everything we have a brand, we have Solana speed + Ethereum compatibility, we have our own purple culture, we have intense CT hype, we have a strong community, we have dev interest, we have a large ecosystem incentives fund, we have a Layer 1 parallel EVM the fastest EVM chain you know the drill
@monad will be able to create a real organic onchain economy

[Keone Hon @keoneHD]

MIP-12 - reduce Monad block times by decreasing the vote pacing from 400ms to 300ms - has been published by @category_xyz

The vote pacing determines the min block time. Reducing it allows the network to proceed faster if quorum has been achieved

The tech has already supported this improvement, but mainnet launched with an extra buffer. With this change and others, you’ll see the network continue to harden and streamline

[Curvance @Curvance]

The devs cooked again 👨‍🍳

Small fixes, big quality of life upgrades for our users.

Click less, earn more.

[James @_jhunsaker]

fwiw parts of the monad client and protocol have been formally verified

@category_xyz has a formal verification team - we are hiring if you expertise in this area

[Macjo09 @rockitwithMAC]

@YamiPNL hahahahah

[Macjo09 @rockitwithMAC]

@thisisfin_ gmonad Fin!

[Macjo09 @rockitwithMAC]

@_omgnicklachey What if btc will not be the main asset anymore including ETH and SOL

[Macjo09 @rockitwithMAC]

Zec dump is shocking than BTC going to 50K
who would have thought privacy will be killed just because of a bug.

Weather it will work or go up the trust cant be easily regain after that.

[Macjo09 @rockitwithMAC]

Incoomminnnggggg 💣

[The White Whale @WhiteWhaleLabs]

Where Has All Of The Liquidity Gone?

Everyone keeps asking why crypto feels dead.

I don’t think crypto is dead.

I think crypto is being diluted by the same entities who once called it home.

For years, crypto was one of the only places on earth where you could find 24/7 markets, insane leverage, endless volatility, and a permissionless casino where anyone with enough courage or stupidity could sit down at a table.

That was the product.

Not decentralization, vibes, whitepapers, or "the future of finance"

The product was opportunity.

But now crypto no longer has a monopoly on that feeling.

Prediction markets are exploding because they offer traders something crypto used to offer better than anyone else: the ability to bet on almost anything, instantly.

Politics.
Sports.
Weather.
Economic data.
Elections.
Pop culture.
Geopolitics.
Whatever the internet is arguing about that day.

That liquidity used to rotate into coins.

Now some of it rotates into “Will this happen by Friday?”

And once someone gets addicted to trading probability itself, a random mid-cap crypto chart starts to look a lot less special. Why ape another recycled L1 narrative when you can trade the actual event everyone is talking about?

Then you have the TradFi invasion of crypto-style perps.

This is the part I think people are still underestimating.

Until recently, no person could wake up at 2AM and use 50x leverage to long or short the S&P 500.

Now that world is here.

The same mechanics that made crypto perps so addictive are being applied to the largest, most liquid, most culturally relevant markets on earth.

Stocks. Indices. Commodities.
Maybe eventually everything.

That changes the game.

Right this very second on Hyperliquid alone there's over 2.6 Billion in Open Interest on all things Tradfi.

That is liquidity that could have been chasing BTC, SOL, ETH, privacy coins, AI coins, or whatever other narrative CT wanted to pretend was inevitable this week.

Instead, it is sitting in a leveraged TradFi market using crypto rails.

And it probably is not going away.

That is the unfortunate reality.

Some of this is not cyclical.

Some of this is permanent.

Prediction markets are not a fad.
Tokenized equities are not a fad.
24/7 TradFi perps are not a fad.
The ability to trade everything, everywhere, all the time is not a fad.

It is the natural evolution of markets.

Crypto gave the world the architecture.

Now the world is plugging other assets into it.

That means crypto assets are competing for attention against a much larger universe than they were before.

The total crypto market cap is no longer just competing with itself.

It is competing with the stock market.

And the stock market is enormous.

Once you let people trade pieces of a $ 60T+ U.S. equity market through crypto-style infrastructure, you have massively expanded the surface area for speculation.

That sounds bullish for rails.

It is not bullish for most tokens.

There is a difference.

A perp DEX doing billions in S&P 500 volume may be great for the exchange.

It does not mean your favorite altcoin will attract the liquidity it used to.

This is the liquidity problem.

Crypto used to be the casino.

Now crypto is becoming the casino building, and no longer the game itself.

And the games on that casino floor are multiplying.

So no, crypto is not dead.

But the old model is dying.

The days where liquidity had nowhere else to go except BTC, ETH, SOL, and whatever narrative CT was farming are fading.

The pie is getting bigger, but the number of slices is growing even faster.

That means weaker tokens bleed harder.

It is liquidity dilution.

The casino expanded.

The question is whether your token is still one of the main tables or just another dusty slot machine sitting in the corner.

🫡 From the depths —
The White Whale 🐋

[Macjo09 @rockitwithMAC]

HIGHER TIMEFRAME

[Monad @monad]

Why EVM compatibility is a must have for institutions

[Macjo09 @rockitwithMAC]

@0xArich @forthenads gmonad Arich quant

[Macjo09 @rockitwithMAC]

@Cenote_network Beer with Alexios only matters

[Macjo09 @rockitwithMAC]

@aromatgq 1$ before unlock please is it too much of a dream

[Macjo09 @rockitwithMAC]

Bottom in?