DeFiWarhol

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This is the coin they're shilling
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Fdly24:
ok
$MORPHO is the only DeFi bluechip in 1y green btw.
This is VERY bullish.
The $HYPE of DeFi, imo.
MORPHO6.4%
HYPE-7.57%
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Quantum computing and blockchain: the threat moved closer this year
The quantum risk to crypto has always been filed under "later." A Google Quantum AI paper from March 30 narrowed what "later" means.
→ What the paper found
Breaking secp256k1, the curve that locks Bitcoin and Ethereum wallets, takes under 1,200 logical qubits. On real hardware, that works out to under 500,000 physical qubits. About 20x less than the old estimate of ~9 million.
The paper came from Google, the Ethereum Foundation, and Stanford. They proved the number without releasing the actual attack.
Still, this is a calculat
BTC-1.96%
ETH-1.5%
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"The market is so dead"
Meanwhile, Hyperliquid:
HYPE-7.57%
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innocent:
Gas continuously, Sbossssssquuu, don't let up!
May was rough for BTC and ETH ETFs.
In comparison, SOL had ZERO outflow days for the entire month.
Why BTC and ETH bled ↓
The 10-year Treasury yield went above 4.6% in May, driven by:
• The US-Iran tensions
• Higher oil prices
• Lack of 2026 rate cuts.
When risk-free money pays that much, holding a volatile BTC ETF is a harder sell. Meanwhile, the Nasdaq gained 8.4%, almost all from AI stocks. Institutions were clearly interested in trading AI stocks in May, not crypto.
Why SOL held ↓
The SOL ETF has ~$944M in assets, compared with hundreds of billions in BTC, so it's too small to show up when
BTC-1.96%
ETH-1.5%
SOL-2.61%
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May was the best month ever for crypto cards ↓
1.@RedotPay: $445M
2.@KASTxyz: $93M
3.@ether_fi: $80M
4.@Karta_Personal: $34M
5.@useTria: $23M
6.@gnosispay: $10M
7.@plasma: $3.4M
8. Other: $61M
The total volume surpassed $750M for the first time.
Betting we’ll see the first $1B month until Q4.
XPL-5.52%
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Cardano is struggling.
Its last great moment was the memecoin cycle on @snek at the end of 2024/beginning of 2025.
Active addresses hit an ATH back then because the memecoin hype transferred from Solana, but it didn't stick around for long.
Here's the pattern since then:
• TVL: $721M → $128M (-82%)
• Weekly active addresses: 330K → 65K (-80%)
• Monthly fees: ~$1M → $59K (-94%)
• Minswap TVL: $139M → $30M (-78%)
• ADA: $1.20 → $0.23 (-80%)
Cardano's roadmap kept delivering throughout all of this as well. It upgraded to a decentralized governance model and launched the Hydra L2.
IMO, the problem
ADA-0.77%
MEME-0.19%
SNEK-7.26%
SOL-2.61%
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U̶X̶ ̶/̶ ̶U̶I̶ ̶D̶e̶s̶i̶g̶n̶e̶r̶
P̶r̶o̶d̶u̶c̶t̶ ̶d̶e̶s̶i̶g̶n̶e̶r̶
A̶r̶t̶ ̶d̶i̶r̶e̶c̶t̶o̶r̶
P̶r̶o̶d̶u̶c̶t̶ ̶l̶e̶a̶d̶
A̶n̶g̶e̶l̶ ̶i̶n̶v̶e̶s̶t̶o̶r̶
A̶i̶r̶d̶r̶o̶p̶ ̶f̶a̶r̶m̶e̶r̶
A̶n̶g̶e̶l̶ ̶i̶n̶v̶e̶s̶t̶o̶r̶
Unemployed
😭 😭
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