- Ethena - Luna of this cycle (without the crash, I hope)
- Fluid: Curve/Aave (stats prove it)
- Pendle: Yield  https://twitter.com/EffortCapital/status/1898432529062899910

Twitter

The market has begun to react to increased geopolitical risk. Some Polymarket insiders – who previously accurately predicted the timing of the Iran war – are now placing large bets...

If the US military invades Iran, what will happen to Bitcoin? Lessons from previous wars.

The cryptocurrency market just closed the first quarter of 2026 on a negative note, with Bitcoin recording its sharpest first-quarter decline since 2018, raising concerns about the asset's short-term trend...

Bitcoin prices just experienced their worst first quarter since 2018.

A critical vulnerability in the zcashd node that could allow the withdrawal of 25,000 ZEC from the Sprout pool has been fixed with emergency patch v6.12.0.

The Zcash vulnerability, which threatened $6.5 million, was patched before it could be exploited.

For Pendle the yield element is important:
Last cycle we had Yearn Finance (and many similar) but Pendle model proved superior and better PMF for institutions