Slimchimp

Gyup

[GLC @GLC_Research]

Which other RWA project has more than $600M TVL ?

$ONDO, that's it.

$SYRUP is valued at sub $100M while $ONDO is valued at more than $4B...

Let's put $SYRUP on the map 🧡

[Julien Bittel, CFA @BittelJulien]

Let’s talk about gold...

Are you thinking about gold as a store of value? That’s probably about right.

Since 2009, gold has basically been flat versus the Fed’s balance sheet, meaning gold is preserving your purchasing power – but that’s about it. Gold is not gaining – it’s just holding.

But here’s where it gets interesting: there’s also a whole group of people – the gold bugs – who view gold as an investment. And that’s where I think they’re getting it wrong…

If you’re looking at gold as an investment, then at some point, you’ve got to assess its return on investment (ROI), just like you would with anything else in your portfolio.

Since the Global Financial Crisis in 2008, in what @RaoulGMI and I call the era of The Everything Code, central banks have been systematically debasing currencies to avoid a GDP doom loop caused by declining demographics and falling productivity growth.

Essentially, government debt growth is offsetting the entire demographic decline which the Fed then monetizes. Immigration factors into this equation too, but that’s a story for another time.

Once you grasp this, you understand everything about the current macro environment. And this shift has completely changed the rules of the game, setting a much higher bar for your portfolio.

The new reality?

Your hurdle rate is around 10% per year – just to preserve your purchasing power!

So if your investment portfolio isn’t making at least 10% a year, you’re actually losing money in real terms.

60/40 is dead.

And what about gold?

Gold has made you money since 2009, but it hasn’t made you any richer.

This is what I call a "nominal illusion."

In nominal terms, you’re up, but in real terms – adjusted for current debasement trends – you’re only breaking even.

Let me help put this into perspective for you:

This year has been fantastic for gold historically – it’s the best year since 2010. But here’s the punchline: even with that strong performance, gold has underperformed Bitcoin by 96% year-to-date. And mind you, Bitcoin traded sideways for eight months this year!

Zoom out even further, and gold is down a staggering 99.99% versus Bitcoin since the start of 2012…

Sure, Bitcoin is volatile – that’s a given, and you need to approach it with the right mindset and strategy.

Our rules for engagement?

No leverage
No FOMO
Top 3 to 5 assets as main bag
Self-custody (or multi-sig) with good wallet hygiene
Only trade a small degen bag <10%
HODL over a longer time horizon
Zoom out and remove the noise
Expect 35% pullbacks frequently
BTFD if you can

The big picture?

Bitcoin is accumulating purchasing power faster than any asset in human history – about 8x faster than the next fastest horse in the race, which are tech stocks.

It’s a stark reminder: outside of crypto and tech stocks, nothing else is helping you build purchasing power. Even large-cap equities like the S&P 500 are barely breaking even, while everything else is outright loss-making versus the 10% global debasement trend.

Think carefully about what that means, because it’s an incredibly important concept to your future self…

[ROGER MOON | HCC @rogermoonCrypto]

$XRD | #Radix | @radixdlt
- No more token approvals
- No more blind signing
- No more seed phrases
- Transaction manifest
- Transaction output to different wallets
- Shared accounts & more

Basically everything that #Ethereum couldn't do without adding new security risks (account abstraction)

$SOL $SUI $APT $NEAR $HBAR

[Lukas @lu5st]

Radix 2024 in Retrospect ✔️

Hi everyone,

I want to share my "Radix 2024 Wrapped" experience. It was an amazing, challenging, and emotional roller coaster. There were setbacks and disappointments, but also many achievements, preparations, integrations, and milestones that have set the stage for a fantastic 2025. 🤟

Overall, I aim to maintain balance between the good and bad, focusing on delivering great things on the unique Babylon network - which is already Live and Kicking! By learning from mistakes, we can do even better in the future. The Radix Foundation, RDX Works, dApp projects, (institutional) partners, and the community are all fully aligned in this endeavor.

✅ Achievements and Milestones by Radix and the Community (Delivered On Time!):

- Partnered with @BuildWithGrove, integrated with @AlchemyPay, joined the @idOS_network consortium and @redstone_defi & @morpher_io Oracle integration
- Partnered with @keyrock, deploying $10M into the ecosystem, integrated with Instabridge and @RocketXexchange for smooth liquidity on-boarding
- Provided booster grants to early dApp champions like @XRDdomains, MVP booster for dApps like @SelfiSocial and Launch booster to projects like @radixcharts
- New listings: Spot on @Bitpanda, @CoinstoreExc and perps on @BitMEX
- Partnered with @thisisarculus to introduce multi-factor authentication for the upcoming wallet upgrade, with XRD added to their portfolio
- Launched a 250M XRD grant program to boost the Radix ecosystem
- Integrated with @koinlyofficial and @blockpit_io for simple tax tracking
- Initiated "Project Ignition", boosting Radix on-chain TVL by $10M+ for wrapped assets, and launched @Ociswap V2 with Precision Pools (later also Pool V2)
- Released a full transparency report on updated foundation and community XRD holdings
- Launched a retail-focused breakout campaign with Token Trek and RadQuest (+ open source community can leverage)
- Introduced the first degen launchpads like rlyfun (from @EARLY_Radix) and @ApeWave
- Debuted the first perp DEX with @surge_trade
- Implemented the first cross-swap integration for Radix with @Maya_Protocol + @THORSwap and @Astrolescent frontend integration
- Approved Radix integration into @Ledger hardware wallet
- Node Upgrade "Bottlenose": AccountLocker Blueprint + API improvements
- Radix booths at @Token2049 in Singapore and @EBlockchainCon in Barcelona with a hugely successful Scrypto Hackathon and successful dApp launches
- Super Staking event adds another $14 million in liquidity to the ecosystem
- Big milestone with "Radix Connect for Mobile": Access all your Radix tools and dApps on the go!
- Huge Institutional narrative and focus: Custody integration with @CopperHQ (XRD access through ClearLoop) - institutional-grade staking @twinstake_io - @bitpanda Custody - @primevaultHQ integration - partnered with @BHDigitalAssets
- Launch of the Radix Endowment Fund to enhance financial stability for Radix ecosystem entities and minimize reliance on selling treasury tokens
- Announcement of "Flash Liquidity": market makers can provide liquidity for various assets in the Radix DeFi ecosystem without upfront inventory, boosting token liquidity. Partnered with Keyrock, G-20 and Portofino
- Announcement of @getanthic: The first intent-based DEX providing CEX-level liquidity with DEX security for top crypto assets like BTC, ETH, SOL, DOT, and more
- Restructured the Radix Foundation and RDX Works for clear separation and competencies. Awesome personal letter from @fuserleer
- Launched more lending protocols, such as @RootFinanceXRD
- New games launched such as @moxstd, @nftwars_x, and soon from @Hug_Radix
- Announcement of Blend which will unlock Institutional grade Lending on Radix next year
- Big branding shift to "Radix Labs" (formerly Cassandra), with upcoming Alpha Hyperscale tests set for over 1 Million Smart Contract Transactions involving public community nodes and third-party verification. Blog series chronicling a journey of over 10 years
- Additional ongoing Ecosystem Asset Fund: $25,000 per month to buy and hold native assets in the Radix ecosystem
- The Radix team made significant improvements to the Radix Engine, Scrypto, and Radix Wallet this year, including native account deletion, viewing history, USD value, and much more.
- Node Upgrade "Cuttlefish": Sub-intents Enabling Anthic Launch Next Year

🟨 Delayed but Delivered Soon:

- The Hyperscale Alpha test was delayed to meet a third-party validation requirement

I'm wondering how much more hyped projects with significantly larger financial backing have achieved in 2024?

Feel free to share your thoughts in the comments 🤝

cc @radixdlt @beemdvp @PedroTheKiwi @theissler @vinibarbosabr @RadixMonk_XRD @TheTurbo2k19 @PiersRidyard @Radix_ecosystem @Adam_XRD

[Jelle @CryptoJelleNL]

$SOL monthly chart looks ready for an absolute monster run 👀

[GLC @GLC_Research]

Maple Finance Update || 🥞 @maplefinance

As we can see below, @worldlibertyfi recently attempted to purchase $MPL, which comes as no surprise considering that Maple is one of the top RWA projects based on key metrics — if not the best !

Key Metrics to Remember:

🔸More than $500M TVL = ~500% growth YTD

🔸Over $5B in total loan originations

🔸$330 000 Monthly Revenue = ~500% growth YTD

That said, Maple is currently facing a challenging period regarding PA.

The migration from $MPL to $SYRUP has negatively impacted liquidity and accessibility for $SYRUP, particularly because it is not yet available on @coinbase (the team is working on this).

Another issue adding to the confusion is that both tokens ( $MPL and $SYRUP ) are still available, which splits liquidity and trading volume.

This confusion is evident, as we saw with WLF — who mistakenly tried to purchase the old $MPL token instead of the new $SYRUP.

However, the most important factor for a scale-up is whether it has achieved PMF and whether growth is on track—and Maple checks both boxes.

🔸With 500% YTD growth in TVL and revenue, the fundamentals are strong. Growth is expected to continue in the coming months.

While this migration confusion is hurting short-term PA, does that mean the team cannot recover in the coming months? Personally, I don’t think so.

Maple has the resources to address these issues.

🔸By improving communication around the $SYRUP migration and ramping up marketing efforts to increase visibility on CT, they can resolve these challenges quickly. That’s all it would take.

Of course, the current situation is frustrating, especially when other RWA projects are seeing parabolic moves.

🔸But remember, in crypto, things can change quickly — weeks of downtrends can be erased in a single day.

I have a lot of trust in the @maplefinance team. They have consistently delivered so far, and there’s no reason to believe that will change now.

Our interests remain aligned!

If you’re interested in Maple, check out our latest research below👇

NFA,

Peace 🫰

[Justin Bons @Justin_Bons]

The blockchain scaling trilemma has been solved!

Cryptocurrency as money has proven itself &amp; we have found multiple real use cases in DeFi

There are no excuses anymore; we have reached the technological promised land

Choose your champion &amp; push for adoption; may freedom reign!

[Slimchimp @Slimchimp2]

@Grzegorz_PL81 @block_chain_bro @SeediAB @stats_feed @BostonTea84 Yes, use Google to find the first piece of 'evidence' that confirms your racist, ironically low IQ biases. Way to represent the master race there mate.

[Raoul Pal @RaoulGMI]

Sui/Sol... Nice clean break. Sui should outperform for the rest of the bull market. I own both and think both are fantastic in different ways. SOL is lower risk.

Global Macro Investor (GMI) and RV Pro Macro subs have more details on my current allocation splits etc.

[kroim(クロイムです) @kroimmm]

#今年も残りわずかなので今年一番伸びた絵を貼る

[ROGER MOON | HCC @rogermoonCrypto]

Soon we will be able to witness history.
The ultimate test!

#Radix : The most scalable L1 in crypto(?)
With the most secure #DLT programming language @Scrypto_Lang

No wonder that governments and banks are having an eye on it.

$XRD | #Sharding #DeFi $SUI $AVAX

https://t.co/VkPtQv0Ule

[Adam @Adam_XRD]

Account deletion - sounds easy, but it's only possible on @radixdlt

It's live now! It works by the account "swallowing its own key"

The good news is that it's not half as terrifying as this image makes it look—but hopefully, it stopped your scrolling!

[Star Atlas @staratlas]

Show, don't tell.

Stop scrolling and feast your eyes on a thread of 24 Star Atlas gameplay videos!

🧵👇

[ROGER MOON | HCC @rogermoonCrypto]

#Radix testnet "Hyperscale" is the fastest sharded L1 protocol in web3 today.

D O . N O T . S L E E P . O N . $XRD

[Justin Bons @Justin_Bons]

1/15) BTC is a purely speculative meme-coin with ZERO utility

ETH is also totally uncompetitive; as they sold their soul for L2 tokens & equity!

XRP is centralized & they are deceiving the public

So what is left? Plenty! Let's explore some options together with impartially: 🧵

[Slimchimp @Slimchimp2]

@DMJeffChronicle Myhouse.WAD

[ROGER MOON | HCC @rogermoonCrypto]

$XRD almost back at ICO price $0.039
One of the top gainers in the Top 300.
You ain't seen nothing yet.

The most secure, most scalable L1 for institutions: https://t.co/3w2l6y5Y31

#Radix
$SUI $ADA $NEAR $EGLD $HBAR

[Slimchimp @Slimchimp2]

@Tim_4444 Microcosmic orbit practice is very advanced and should not be attempted as an initial burnout cure; you'll likely try to force the process with erroneous visualization techniques and just block the energetic system. Recommended Damo Mitchell for high quality information on this.

[Star Atlas @staratlas]

Posting Star Atlas gameplay every 6 hours. 🫡

#5: The largest ownable spaceships in gaming.

[Mrs.Mountain @Mr__Mountain]

@Pentosh1 Coins having adoption will not go down 90%. Hedge yourself with external revenue generating projects like $trac