ry.fi

crypto, finance, sports | @optimism | alum @columbia_biz @jpmorgan @flipsidecrypto

[ry.fi @ryfinx]

@ether_fi and Optimism treated this as an aligned partnership where both teams win as OP Mainnet becomes the home for https://t.co/tX116fVrPu to continue building its ~$6B protocol.

[Optimist Prime @jinglejamOP]

LETS GOOO!
We just completed the single largest TVL event in OP Mainnet history.

https://t.co/RLR0RDq4fU is now live on OPM!

$220M TVL migrated over 3 days with zero disruption. 300k accounts and 70k active cards operational the entire time.

Next... more assets!

[DCF GOD @dcfgod]

I told a guy at a barbecue last weekend that I had been buying busted small-cap crypto stocks at 3x revs, and he looked at me with the specific facial expression of a man who has just realized he is trapped in a conversation with someone who voluntarily reads 10-Ks on vacation. He asked, with great gentleness, if I had considered NEAR. I said I had considered NEAR in the way one considers jumping off a bridge: briefly, theoretically, and with a clear understanding of the outcome.

I told him I owned a company that sells credit cards that earn interest and prevent you from selling eth, and that the CEO, a bald man named Mike who used to sell education testing software, was, in my professional opinion, the single greatest credit card salesman alive in North America today, and that I would, if legally permitted, have Mike's name tattooed on my forearm.

He asked if Mike knew this. I said Mike thinks I'm an online dog that is frustrated with his buyback policy, and that this was the foundation of our relationship and the source of its strength. He excused himself to go check on his children, who, I observed, were not present at the barbecue. I stood by the grill alone for the next 40 minutes, eating directly from a bag of buns, thinking about Mike, who at that exact moment was, somewhere in cayman islands. He should be buying back tokens at prices that will, in 2031, be regarded as the single greatest gift any small-cap CEO has ever given his tokenholders, and the host’s wife came over and asked, with palpable concern, if I needed a ride home, and I said no, I needed nothing, I had Mike, and Mike was enough, and I have not been invited back to that house, and I do not care, because Mike loves me even though Mike does not know I am alive, and the math, as it has always been in every great deep value trade in history, is the only thing in this industry that has not lied to me.

note: dcf cap seeded @ether_fi

[ry.fi @ryfinx]

@brandon @Optimism @meow been a pleasure. the team has been great to work with 🤝

[ry.fi @ryfinx]

Mix-Yield tokens, Fixed Yield Transmuter, 90% LTV vaults… this crew just keeps shipping bangers 🔥 Stoked for @AlchemixFiV3 dropping on OP Mainnet, stacking straight on @Morpho

[Alchemix @AlchemixFi]

The next era of Alchemy has arrived.

Alchemix v3 caps are raised, and Transmuters are open.

After years of building on what we learned from v2, today we open up 90% LTV vaults, new Mix-Yield Tokens, and the Fixed-Duration Transmuter.

The future we envisioned, starts here. 🧵

[ry.fi @ryfinx]

@Polymarket @grok is this an April fool’s prank

[ry.fi @ryfinx]

@Polymarket @grok How much will it impact long haul / international flights

[ry.fi @ryfinx]

@Polymarket @grok how much will this surge the avg ticket price?

[ry.fi @ryfinx]

@fintechfrank @grok what is the mNAV on this?

[ry.fi @ryfinx]

@StaniKulechov Agreed with this thinking. Will be interesting to see which outcome delivers for private credit markets.

[ry.fi @ryfinx]

Hot take -> 2+ monitors is nice.... if I were an insect with multiple eyeballs... given I'm a mammal, my 1 screen laptop is fine.

[Optimist Prime @jinglejamOP]

Very excited to announce that https://t.co/hHaS8z42pQ Cash is migrating to OP Mainnet.

70,000 active cards. 300,000 accounts. $200M TVL.

One of crypto's fastest-growing payments products is making Optimism its home.

The problem: crypto holders want to spend without selling. Every transaction forces a choice between conviction and convenience. https://t.co/hHaS8z42pQ built https://t.co/hHaS8z42pQ Cash to solve this. 

Teams building consumer-facing products at scale choose Optimism for production-ready infrastructure, ecosystem network effects, and long-term alignment.

For developers building payments, lending, or consumer-facing applications: this is what production scale looks like.

Welcome, @ether_fi!

LETS GOOOOO!!

[Optimist Prime @jinglejamOP]

LISTEN UP EVERYBODY! Today we're launching OP Enterprise.

We all know that crypto is at the cusp of major mainstream adoption. Nearly every major enterprise has a crypto strategy.

We're the only team that has successfully launched chains for multiple companies. We've packaged up all of our learnings into a product offering that will onboard the next wave of enterprises.

OP Enterprise is production-grade blockchain infrastructure for companies that want to build businesses, not become blockchain experts.
𝗬𝗼𝘂𝗿 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻. 𝗬𝗼𝘂𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲. 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝘀.
—
𝗧𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺
Here's what we keep hearing from enterprises:
They're building on infrastructure where the incentives don't align with their own. They're competing for mindshare, fighting to keep users, working against platform economics that extract value from everything they build.

Most blockchain platforms don't care if you're successful. Their focus is on their own TVL and metrics - not yours. You launch your stablecoin into an environment that competes with everyone else's stablecoin and hemorrhage capital to onboard your users onto a blockchain you have zero control over.

And even if you decide to own your chain, you hit the real bottleneck—onboarding the ecosystem partners you need to go live. Stablecoins, oracles, bridges, wallets, indexers. Each negotiation takes months. Costs hundreds of thousands to millions of dollars. Vendors pick off blockchain teams one by one.

We've seen this movie before. Many times.
—
𝗢𝗣 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗳𝗶𝘅𝗲𝘀 𝗯𝗼𝘁𝗵
𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 — When you own your chain, your infrastructure becomes a revenue-generating asset. Not a cost center. DeFi protocols deploy on your rails. The economic activity you enable accrues to you.
This isn't about saving on fees. It's about owning the infrastructure layer where financial value is created.
𝗩𝗲𝗻𝗱𝗼𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲 — We've onboarded tier-one partners across 50+ production chains. They're already integrated, contracted, ready to deploy. We negotiate standard terms, manage costs down, and fast-track partnerships that would otherwise delay your launch by 6-12 months.
We've done this work already. You don't have to.
—
𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗴𝗲𝘁
𝗙𝘂𝗹𝗹𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: We run your chain end-to-end. 24/7 monitoring, incident response, security ops, upgrade orchestration. You focus on product.
𝗦𝗲𝗹𝗳 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: You operate, we support. Architecture guidance, security assessments, priority patches, direct access to core engineers.
𝗢𝗣 𝗠𝗮𝗶𝗻𝗻𝗲𝘁: Start on our flagship public network with enterprise support. Graduate to your own chain when ready. Same codebase, seamless migration.
First conversation to production: 8-12 weeks.
—
𝗧𝗵𝗲 𝘀𝗽𝗲𝗰𝘀
99.99% uptime SLO
15-minute P1 incident response
Up to 5B RPC requests/month with multi-provider redundancy
10 Mgas/sec baseline, 100+ Mgas/sec for high-volume applications
Sub-200ms block times
20k requests-per-second burst capacity
Stage 1 security with permissionless fault proofs
Optional ZK fault proofs for faster finality
—
𝗪𝗵𝘆 𝗻𝗼𝘄
The window for enterprise blockchain has shifted from "if" to "how fast."
MiCA is live in Europe. US policy is stabilizing. The enterprises that spent 2023-2024 in exploratory mode are now greenlighting production builds.
Enterprise deals are now a competitive space. When we talk to enterprises, we see everyone trying to help them come onchain.
But the OP Stack is the only stack that has successfully brought and scaled multiple enterprises onchain. We've seen what works and what doesn't. We've earned this knowledge by building alongside the fastest-growing enterprises in web3. We've encountered every failure mode because we've been doing this longer than anyone else.
At the end of the day, enterprises want to control their own economics. They don't want to rent infrastructure from platforms that compete with them.
The OP Stack vision will win. Shared standards balanced with chain autonomy.
—
𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝘂𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁
𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝘁𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱 — 50+ chains launched. Not pilots. Production systems serving millions.
𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 — We control the entire stack. When we discover vulnerabilities, customers get patches within hours. Not weeks.
𝗗𝗶𝗿𝗲𝗰𝘁 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝘁𝗵𝗲 𝘀𝗼𝘂𝗿𝗰𝗲 — Questions go to the engineers who wrote the code. Feature requests go to the people who can actually implement them. No translation layer.
𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆 — We've worked on Ethereum's core protocol. Defined its scaling roadmap. Invented the L2 architecture that powers the industry.
𝗡𝗼 𝘃𝗲𝗻𝗱𝗼𝗿 𝗹𝗼𝗰𝗸-𝗶𝗻 — Open source. Fork if you want. Most teams discover they'd rather work with us—but the choice is always yours.
—
Our first customers:
Unichain — Uniswap needed their own chain. They chose us. Uniswap Labs operates Unichain with Mission-Critical Support—priority response for high-stakes moments where downtime isn't an option.
Celo — Scaling mobile payments across Latin America and Africa. Millions of users. Celo operates their network with Mission-Critical Support, ensuring enterprise-grade backing in emerging markets.
Different use cases. Same infrastructure. Same commitment to their success
We are here today because partners like these rolled up their sleeves and built together with us.
—
𝗪𝗵𝗼 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗳𝗼𝗿
Fintechs building next-generation financial services Centralized exchanges launching tokenized products Payments companies building cross-border rails Financial institutions exploring tokenization and digital assets
If you need infrastructure that performs without the operational burden—and you want to own your economics instead of renting them—OP Enterprise is for you.
—
OP Enterprise is a major focus for us in 2026.
We have active engagements across fintech, exchanges, payments, and financial services. The direction is clear: the OP Stack is becoming the standard for the next generation of financial systems.

This is the first of many announcements to come.
If you're serious about building onchain, we should talk.

[ry.fi @ryfinx]

@malekanoms Can I self custody my silver on MetaMask? Devs help 🙏

[Optimist Prime @jinglejamOP]

Companies that have 15% marketshare in their industry:

tesla
bank of america
coca cola
OPTIMISM

[Optimist Prime @jinglejamOP]

I’ve been wanting to talk about this for a while.

The truth is… Optimism did too much and focused too little. We massively over-hired without a clear strategy. And token price is in the gutter.

We’ve been bathing in tactics for a long time, clinging to previous successes like launching Base, Ink, Unichain, Worldchain, Soneium… without building the operating machinery to continue that momentum into a market that’s dramatically different today.

Sun Tzu says: “Tactics without strategy is the noise before defeat.”

For a long time, I rationalized our difficulties as due to regulatory uncertainty, market noise, and the impossibility of coordinating 3+ independent organizations. But at this point, doesn’t matter.

The world today is vastly different than when Optimism started. So we’ve been upgrading Optimism for this new world. We’ve parted ways with many talented teammates, re-unified execution under a single entity, and re-built our engineering and enterprise sales orgs.
The goal is simple:
1. Build the most scalable financial infrastructure
2. Bring enterprises and their assets onchain
3. Maximize the productivity of those assets

Enterprise deals are now a competitive space. When we talk to these enterprises, we see Solana, Tempo, Arbitrum, Avalanche, all trying to help enterprises come onchain.

But I’m confident OP Stack is going to beat them all.

Why?

The OP Stack is the only stack that has successfully brought & scaled multiple enterprises onchain. We’ve seen what works & what doesn’t work. We’ve earned this knowledge by—honestly—wasting a lot of money. We’ve seen every single enterprise blockchain failure mode because we’ve been doing this longer than anyone else.

Here’s why enterprises consistently end up choosing OP Stack: enterprises’ expectations on scale and reliability are far beyond what Web3 is used to, and the OP Stack is the closest to what enterprises need. That’s not a coincidence - we’ve co-developed this infrastructure alongside the fastest growing enterprise in web3: Base.

At the end of the day, enterprises want to control their own economics. They aren't gonna be sharecroppers on Stripe's blockchain.

The OP Stack vision will win. Shared standards balanced with chain autonomy.

The starting gun is now. See you in the ring.

[ry.fi @ryfinx]

@ramahluwalia Would crypto bear market be the populist view? The contrarian view being that value capture is happening under the hood and institutions are ignoring the projects that are doing it right.

[Matt Hougan @Matt_Hougan]

1/ One source of alpha is recognizing big news that gets lost in the shuffle. In the chaos of the current market pullback, a lot is getting lost in the shuffle.

One example: Tokens are getting much better at capturing value. I’ll cover three examples: UNI, ETH, and XRP.

[Michael Silberling @MSilb7]

Optimism friends look at https://t.co/rdMiOZIDuv 🔴

🗺️ L2 txn market share
🎡 Usage metrics: Txns, Fees, Volume
💰 Value metrics: TVL, TVS, Stablecoins
⛓️ Chain-level breakdown

Updated monthly. Sources from: @goldskyio @DefiLlama @l2beat @Dune @growthepie_eth (more soon?)

[Optimism @Optimism]

Vaults are live on OP Mainnet 🎉

@gauntlet_xyz's USDC Prime Vault, powered by @MorphoLabs, is now live. It brings institutional-grade risk management and programmable lending to Optimism.

This launch is part of our broader effort to strengthen the DeFi primitives that enable companies to build and launch new financial products on onchain.

[ry.fi @ryfinx]

@MSilb7 Next time I challenge, you MUST reply this way

[ry.fi @ryfinx]

“Build it and they will come” doesn’t always work either. Overcoming cold start can be daunting sometimes.

Not saying that I grants typically have high ROI, but there has to be some other way of building an ecosystem out there… or at the very least, a tight ROI framework on grants.