YashasEdu

YashasEdu

5,876 Twitter followers

Follow

Love to read and write on DeFi and AI | Building @PrismHub_io | Thoughts are my own

Posts

There is a demon or different side to your ego living inside you. You should not try to kill it. If you destroy that aggressive part of yourself just to be humble, you aren't actually being virtuous. You are just becoming harmless. And there is no virtue in being harmless. If

Why did I take the @ethena_labs badge? Because what they're building actually makes sense. I've been watching what they're doing in the space for a while now. The execution has been solid with a clear PMF. Getting the badge is just a recognition of that and I appreciate it. ‣ 10+ stablecoins are already backed by USDe and USDtb, more coming ‣ Ethena went from issuing stablecoins to becoming a full platform ‣ Partners keep most of the earnings, Ethena takes a small protocol fee They're not just making a stablecoin. They're building the infra layer.

There are 100+ L2s right now with over $100K locked but in reality, only two are winning. 1. @base 2. @arbitrum Base leads with in all-time revenue (Coinbase's distribution power is real) but Arbitrum is quietly become the infra layer for serious finance. ➢ Total value secured hit $20B ➢ Robinhood stock tokens crossed $50M cumulative volume ➢ Stablecoins peaked at $10.6B and processed $150B in volume ➢ Revenue hit $4.5M in October from multiple streams ➢ Most value is properly secured Some L2s are shutting down and new ones keep launching, but most won't survive. Liquidity is too fragmented. Users don't care about specific L2, they care about the apps/product. That one chain other than these two I'm looking forward to is @megaeth, which will be launching in January which could shake things up.

2026 is the year where crypto grows up. The days of buy anything and win are over. No more 4-year cycles. No more free airdrops. No more governance tokens with no revenue. There are only three markets left: 1. Bitcoin as sovereign collateral (nations + corps holding it) 2. Revenue machines (Hyperliquid, Aave with real cash flow) 3. Zombie coins (slowly dying) 2026 won't be for tourists. It'll be for people who understand the game has changed from speculation to profit.

Really solid piece on feudal markets, which tells us how US policy protects asset prices over everything else. But there's a missing piece on how does the US even pull this off without the economy collapsing? Answer is dollar hegemony. It's not just helping the system it IS the system. Here's how🧵 Right now, US household wealth is $176.3T while disposable income is $23.1T. That's a ratio of 763% meaning assets are worth nearly 8x what people actually earn. In any normal economy, that breaks. It doesn't here because the US exports the cost. ➢ The US runs deficits, foreigners fund it ➢ Foreign holders own ~$9T in US Treasuries ➢ The US Net international investment position is -$26.14T That -$26T is basically a giant loan from the rest of the world to keep US asset prices up. China ran a $1.08 trillion trade surplus in the first 11 months of 2025 but their Treasury holdings dropped to around ~$750 by mid 2025 (down from $989B in 2021 which is lowest levels in years). They're making money selling to the world but stopped recycling it into US debt at the same rate. They're backing away. US focuses on asset prices, Japan on bonds, China on exports, Europe on coordination but these aren't just different strategies, it's a hierarchy. The US gets to focus on asset prices because the dollar forces everyone else into supporting roles... 1. China has to run surpluses to balance US deficits 2. Foreign holders have to buy Treasuries 3. Emerging markets get stuck in dollar debt Remember who's buying US Treasuries has changed👇 ‣ Central banks: $3.92T (flat since 2013) ‣ Private investors: $5.24T (up 240% since 2013) Note that central banks buy for stability (they hold no matter what) while private investors buy for profit (they leave when returns don't make sense) The system used to run on stable money. Now it runs on hot money. The money propping this up is getting less reliable. The question I keep asking myself is how long before the global funding base stops playing along? h/t to Nano Banana for infographics twitter.com/YashasEdu/status/2...

Most people can't handle 90 days of no results. They need immediate validation in likes, comments, money, something to tell them they're on the right path. When they don't get it, they quit. Move to the next thing. Repeat. Some are different. They’ll grind in silence for months, even years, with nothing to show for it externally. Not because they’re more disciplined but they’ve understood the game takes longer than people think. Everyone wants the outcome in 3 months that actually takes 3 years. Patience isn't a skill. It's the filter that eliminates 99% of your competition. Most people are capable of working hard for 90 days. Almost nobody can work hard for 900 days with zero external validation. That's the real game. Staying locked in when nobody's watching and nothing's happening yet.

Fixed-return funding rate arbitrage is finally real, thanks to @boros_fi. With the right timing, locking in fixed yield above 20% APR is possible. Lock returns at entry, stay delta neutral, and ignore funding swings. 🧵

Loading..