The Learning Pill 💊

Curating crypto alfa, insights and new projects so you can make it //

Nothing here is financial advice.

[The Learning Pill 💊 @thelearningpill]

https://t.co/uULCLGd45i

[The Learning Pill 💊 @thelearningpill]

There is a lot of uncommitted capital in DeFi.

The liquidity that chases yield, rotates when conditions change, and disappears when it’s needed most.

That infrastructure was necessary but it’s just not enough for what tokenised finance is becoming now.

Here’s the distinction that keeps getting missed:

> Liquidity pools provide access to capital
> Collateral markets commit capital to specific obligations

Liquid Lane is a good example of why that matters.

Tokenised treasuries, credit, and funds have grown fast, but many still come with 60–180 day redemption windows.

So the asset is on-chain, but the exit is not. That is the bottleneck which is undersolved.

Liquid Lane changes the model by routing redemption requests to kyc-verified market makers through an onchain RFQ process, settling the winning bid in a single transaction, and delivering usdc instantly to the redeemer.

But the more important part is the collateral design behind it.

Instead of every issuer holding isolated liquidity buffers, @symbioticfi uses shared collateral that can support multiple issuers, multiple assets, and multiple redemption flows at once.

Capital stays productive while waiting.

[The Learning Pill 💊 @thelearningpill]

@FarmerJoe0x thats a huge valuation gap and even if it does not close it, it can still go for a pretty good return

[The Learning Pill 💊 @thelearningpill]

@Yaki_fomoArt @NEARProtocol its time for $NEAR to take the front seat

[The Learning Pill 💊 @thelearningpill]

@satyaki44 @ethereumfndn @ethereum @EFDevcon Certainly need to work towards this CROPS goal 🫡

[The Learning Pill 💊 @thelearningpill]

@BUNT10 all the best Bunt!

[The Learning Pill 💊 @thelearningpill]

@0xCheeezzyyyy the rise in crypto-linked accounts reminds me of how financial brokerages need to adapt to this growing demand

neobanks are like the new venue for normie-crypto yields

[The Learning Pill 💊 @thelearningpill]

@MeshClans @PendleIntern @tn_pendle @pendle_grandma @0xspicexr @0xCheeezzyyyy @kenodnb @Neoo_Nav @crypto_linn this is pendle

[The Learning Pill 💊 @thelearningpill]

@DeFi_Andree @aave @StaniKulechov @Token_Logic @monad @arc @avax hoping for a better June ahead!

[The Learning Pill 💊 @thelearningpill]

@FabiusDefi The USD1-USDC pool still giving juicy 20% noice

[The Learning Pill 💊 @thelearningpill]

@TheDeFiPlug the etfs solved the access problem and gave btc price more problems too 🤣

[The Learning Pill 💊 @thelearningpill]

@Kruys_Collins Nice write-up! Crypto majors getting jittery, and pushing participants to leave for tradfi options since AI is surging

[The Learning Pill 💊 @thelearningpill]

@Mars_DeFi @RWA_xyz @RWAFoundation_ @HarryTran_RWA @ZeusRWA RWA is real pmf (though more work needs to be done on utilisation)💪🏻

[The Learning Pill 💊 @thelearningpill]

@defikadic wen capital flows to cryptooo

[The Learning Pill 💊 @thelearningpill]

@Eli5defi The SKY token backdrop is interesting but curious to how it will be accepted when it reaches there

[The Learning Pill 💊 @thelearningpill]

@Mars_DeFi @sparkdotfi time will tell if other protocols need to study Spark’s framework

[The Learning Pill 💊 @thelearningpill]

@stacy_muur current sentiment making users leave towards tradfi instruments

[The Learning Pill 💊 @thelearningpill]

@YashasEdu @ethena one side gets reach to an even larger audience, the other gets access to yields 🤝

[The Learning Pill 💊 @thelearningpill]

@YashasEdu Ultimately depends on what the party wants

Perps offer non inventory flexibility + hedging functions which i believe are what most participants are looking for

[The Learning Pill 💊 @thelearningpill]

@Hercules_Defi @sparkdotfi the framework we need for defi

[The Learning Pill 💊 @thelearningpill]

@Tanaka_L2 @HastraFi @Figure plug it into pendle 😬