DeFi Warhol

Zeebu just crossed $9B in total value settled and distributed $200m to $ZBU holders.

It's the ultimate enterprise settlement layer with 140+ established companies on it.

Here's my thesis on @zeebuofficial 🧵

Google searches for "Bitcoin" are below January levels.

Retail is still on the sidelines.

Let's settle this once and for ALL

ICYMI: @dYdX x @cryptocom launched Onchain Royale: A $60k trading competition!

- Top traders by ROI compete for a share of $40,000
- Smaller traders with positive ROI can earn from a $20,000 pool

Registration is live for 1 more day: https://www.dydx.xyz/cryptocom

Traders, ASSEMBLE!

Why is @BleapApp an underrated S Tier crypto card?

- ZERO FX fees
- Friendly UX/UI
- Fully non-custodial
- 2% USDC cashback

I still don't get why people are sticking to P2P or OTC when they could spend seamlessly via crypto cards.

Huge potential.

Fun fact:

Berachain now has a lower TVL than on its launch day. $BERA is down 75% since launch.

Say what you want, but nominative determinism works.

Hot take:

Giving out your brand's affiliate badge to dozens of random people looks unserious and annoying.

Am I the only one who hates it?

With the @ready_co waitlist ending soon, the Ready Card is definitely securing a spot in the S Tier for me.

- Very sleek UX/UI
- Fully non-custodial
- Minimal fees and friction
- Up to 10% STRK cashback

Counting days ⌛️

In the last 24 hours, @PancakeSwap has distributed $4.21m in revenue to its holders.

It has distributed $93m in the last month.

It has averaged $4-6b in volume in the last months, more than @Uniswap, @RaydiumProtocol, or @AerodromeFi.

Why is nobody talking about $CAKE?

Trade & compete for $60k!

@dYdX x @cryptocom launched Onchain Royale: A $60k trading competition!

Trade seamlessly via the Cryptocom onchain wallet (powered by dYdX) to win up to $8K for top performance, or grab a slice of $20K just by finishing in profit.

📅 July 14–27 (registration starts July 10)

Start trading:

Apparently, @GMX_IO just got exploited.

Here's what we know so far:

1. ~$40m stolen
2. Funds converted to $ETH and $DAI

$GMX is already down -10% from the news.

This is super bearish.

It was nice knowing ya.

Let's settle this once and for all (apparently, many people still confuse it).

APR vs APY:

APR: Annual Percentage Rate. A flat yearly interest rate without compounding.

APY: Annual Percentage Yield. Includes compounding interest.

APY > APR

I'll frame it and put it on my wall

Why is @ether_fi Cash the best crypto card on the market?

- 3% cashback
- Top yield on idle capital
- Exclusive perks & rewards

Here's a full breakdown 🧵

Fun fact:

@aave has a higher TVL than its next 30 competitors combined.

Incredible.

My top list of restaking protocols:

@jito_sol
@ether_fi
@KelpDAO
@kernel_dao
@eigenlayer
@symbioticfi
@Pell_Network
@puffer_finance
@RenzoProtocol
@Karak_Network

What did I miss?

RWA TVL on @arbitrum has increased by ~30x in the last year to $310m now.

@Spiko_finance's EUTBL rose from $4m in March to $140m now.

Non-USD treasuries and currencies are super underappreciated in DeFi.

If you're bullish on RWA, you're bullish on Arbitrum.

What the hell is @ZNSConnect, and how did it skyrocket from $1k to $6.2m in daily fees in under a week?

Why is nobody talking about it?

My top list of derivative protocols:

@dYdX
@vooi_io
@GMX_IO
@Aster_DEX
@OstiumLabs
@DriftProtocol
@HyperliquidX
@MYX_Finance
@JupiterExchange
@edgeX_exchange

What did I miss?

My top list of derivatives protocols:

@dYdX
@vooi_io
@GMX_IO
@Aster_DEX
@OstiumLabs
@DriftProtocol
@HyperliquidX
@MYX_Finance
@JupiterExchange
@edgeX_exchange

What did I miss?