DeFi Warhol

DeFi Warhol

42,057 Twitter followers

Follow

Building top-tier crypto products since 2017. 5K MMR in research. 10K MMR in visualisation.

Posts

This may be the biggest yield bearing stablecoin + RWA alpha of this year. You can now directly lend money to Michael Saylor and earn yield for that (I'm serious). That's what @usdat21 is building. Plus, @yzilabs backed them. You earn money by lending to Strategy, which borrows cash to buy Bitcoin. It's the first onchain product offering double-digit yield backed by Bitcoin.

1/ We are excited to announce that Saturn raised $800K from @YZiLabs, @Sora_ventures, and prominent crypto angels to build USDat, a stablecoin protocol delivering 11%+ yield backed by Bitcoin. We generate yields through @Strategy’s $STRC, and unlock global, onchain access to

I believe Bitcoin doesn't need to handle complex logic. It should remain the settlement layer, with execution occurring elsewhere. That's precisely what @ArchNtwrk accomplishes. It separates execution from settlement without using bridges or wrapped BTC. Logic is off-chain; finality is on Bitcoin. This design choice is what makes native BTC finance viable.

Official Watch Tier List

Here's a TL;DR - Yaps & permissionless incentivized leaderboards are shutting down. - The old model will be replaced by Kaito Studio. A tier-based, curated creator marketplace where brands work with a smaller number of vetted creators under clear goals and KPIs. - They will enhance the creators' eligibility and analytics. High-quality and serious creators will be the main winners. My take on this is that this is the start of InfoFi 2.0. The old model was broken, and it diminished the overall quality of this app. Looking forward to seeing how this will play out. All jokes aside, I have a huge respect for @Punk9277 and the entire @KaitoAI team and wish them well. twitter.com/Defi_Warhol/status...

The data doesn't lie: @Helium is now at $21.7M annualized revenue. 1.6M daily active users are proving that community-owned internet actually works. Between Mobile and IoT, the physical footprint is becoming impossible to ignore. $HNT is the coordination mechanism for all of this real world activity. If you think you missed the DePIN wave, pls look at these numbers again.

I'm personally most excited to see the next evolution steps for perp DEXs, prediction markets, and everything apps. I think these 3 categories are super dependent on each other. You can't have a complete "everything app" with a good perps & pms infrastructure. Just today, @jessepollak announced that @baseapp will pivot towards a trading-first approach, which is the most essential utility for crypto users. Btw, banger article by @Delphi_Digital here, I strongly suggest you read it all. twitter.com/Defi_Warhol/status...

Loading..