Eli5DeFi

So, $NILA just cleared a threshold most tokens never reach: a regulated U.S. on-ramp. It’s now available to U.S. buyers on Webot, a licensed exchange with money transmitter licenses across 48 states. First time the token has had access to a compliant U.S. venue, with a $2

Details on the research here ⤵

— Check out our weekly bookmark here ⤵

— And weekly spotlight here ⤵

When you call it “rebalancing and derisking” instead of “selling at a loss”

No one. Absolutely no one. Deployer: let’s make the dumbest, longest ticker in existence, so long it won’t even fit on the screen:

For me, this is the cornerstone of any opsec setup, especially if you’re going the self-custody route. Is it bulletproof? Absolutely no. Is it complicated? It varies, but usually, yes. Is it optional? Absolutely not, unless you’re fine watching your hard-earned magic internet

1) What?

Check out our complete portfolio here:

Ethereum validators keep paying the same hidden toll: block propagation that’s needlessly slow and repetitive. With Gossipsub, every peer gets full copies of every block and blob. That turns into burned bandwidth, long-tail arrival times, and attestation/proposal misses that

SA essentially offloaded most of its public equities book to Citadel after getting wrecked on AI trades. They were running as much as ~4x leverage in high-beta stuff (power, storage, neo-cloud, miners “turning AI”), and then the margin calls showed up. You can debate forever

At its height, Situational Awareness LP (SALP) reportedly ballooned to roughly ~$20B in AUM, an eye-watering ~10x since launch. The strategy is essentially a tight, levered cluster of bets on AI infrastructure choke points (power, storage/NAND, data-center buildouts/conversions

My DMs are full of people asking whether the post below means they should sit out Kaito v2. I think that’s missing the point. For one, there’s clearly more transparency between projects and creators this time around. For another, the new setup seems to reward motion over empty

This post deserves some appreciation, 🤣

More details on Ironwood here ⤵

We have the 69,420th launchpad on RH. 🤣

We have the 69,420th launchpad on RH. 🤣

Grand Theft Odyssey

Most DeFi “wins” get written in the soft parts of the cycle, when liquidity is flooding in and basically any protocol can paint the chart green. Then the last few months hit → liquidity tightened → the training wheels came off. If there is a protocol that still expanding

For context