DeFiWarhol

ranking my favourite things in crypto:
1. RWAs
2. Neobanks
3. Prediction Markets / Leverage trading
4. Defi
5. Perps
97. Memecoins
98. Web3 gaming
99. NFTs

📂 Upcoming TGEs
┃
┣ 📂 May
┃ ┣ 📂 @AtlasOraFi (14th)
┃ ┣ 📂 @ILITY_xyz (15th)
┃ ┣ 📂 @aigaealabs (24th)
┃ ┣ 📂 @xmaquina (27th)
┃ ┣ 📂 @solsticefi
┃ ┣ 📂 @printr
┃ ┣ 📂 @magicblock
┃ ┗ 📂 @YOM_Official
┃
┣ 📂 Q2 (most likely)
┃ ┣ 📂 @Arcium
┃ ┣ 📂 @citrea_xyz
┃ ┣ 📂 @alignedlayer
┃ ┣ 📂 @teaprotocol
┃ ┣ 📂 @strata_markets
┃ ┣ 📂 @playcambria
┃ ┣ 📂 @ZestProtocol
┃ ┣ 📂 @NexusLabs
┃ ┣ 📂 @strato_net
┃ ┗ 📂 @extendedapp
┃
┣ 📂 In 2026 (hopeful predictions)
┃ ┣ 📂 @Polymarket
┃ ┣ 📂 @base
┃ ┣ 📂 @opensea
┃ ┣ 📂 @AbstractChain
┃ ┣ 📂 @grvt_io
┃ ┣ 📂 @Rabby_io
┃ ┣ 📂 @Dreamcash
┃ ┣ 📂 @trylimitles

Bitcoin ADDR messages spiked 5x in a short period.
The market is all over this news.
ADDR (short for "address") is a type of message Bitcoin nodes send each other to share IP addresses of other nodes on the network.
Since April 9, daily unique ADDR messages went from ~50,000 to ~250,000 after sitting near the same baseline for eight years straight.
Sounds dramatic, but Bitcoin is built for this if it's an attack.
An attacker would need to isolate nodes from honest peers, which is hard when nodes connect across different parts of the internet.
Someone might be probing weak edges or looking for

Rating my experience with crypto cards ↓
Etherfi → 10/10
Tuyo → 9.5/10
KAST → 9/10
Avici → 9/10
Ready → 8/10
Gnosis → 7.5/10
Payy → 7/10
Cypher → 7/10
Pyra → 6.5/10
Orbit → 6.510
Do you agree?

Got a buddy who got himself an @itstuyo card after their Buy Now, Pay Maybe promo.
He told me it's the smoothest and easiest onboarding among all crypto apps he has ever tried.
Closest to Apple-style onboarding. Frankly, I agree.
GGs @izqui9 @aperezpaya

Hyperliquid quarterly earnings:
Q4 2024: $10.51M
Q1 2025: $132.02M
Q2 2025: $169.84M
Q3 2025: $316.76M
Q4 2025: $255.05M
Q1 2026: $192.25M
Q2 2026: $69M (to date)
Not to be a hater, but are we really just going to ignore Hyperliquid posting 3 consecutive declining quarters?

Private crypto capital is mostly moving into infra.
Here's some companies to track ↓
@fun | raised: $72M | Payments infra | Fiat <> crypto rails for apps
@fence_finance | raised: $20M | RWA / credit infra | Backend for asset-backed finance
@liquidtrading | raised: $18M | Multi-asset trading | 24/7 crypto, stocks, FX, commodities, pre-IPO in one app
@multisig | raised: $18M | Stablecoin business finance | Payments, treasury, cards, global settlement
@belo_app | raised: $14M | Stablecoin wallet | LatAm wallet for fiat <> crypto movement
@xomarket | raised: $6M | Prediction markets | User-created