jeff2024

Solana got the speed, EVM got most of the builders, and apps usually have to pick one.
@RomeProtocol takes that choice away by running EVM inside Solana, and it’s been live on mainnet since June.
So someone with an EVM wallet and someone with a Solana wallet can use the same app and the same pool of money, each signing with the wallet they already have.
And because it all runs on Solana, a Solidity app can plug into Solana apps in the same transaction, without moving anything across a bridge.
That’s why the Solana vs EVM fight feels a bit pointless to me now, you don’t need to win it if you ca

DeFi stablecoin lending now pays about the same as the Fed’s interest rate, except you’re taking smart contract risk to get it.
DefiLlama’s rate across the biggest lending markets is 3.76% for lenders right now, while the Fed’s rate sits at 3.75 to 4%.
It wasn’t always like this. In early and late 2024 lenders were earning over 12%, and both times it was during a bull run, traders were borrowing stablecoins to buy more crypto and paying up for it.
So when lending rates are low like this, it usually means traders aren’t borrowing to buy, they’re sitting on their hands.
And if you’re lending sta

Gold is down over 6% in a month, but the supply of Tether Gold is up 17%.
That growth didn’t come slowly, it came in three big blocks between Sep 26 and Oct 7, about 107,000 ounces in total, which looks more like a few large buyers than a crowd.
Then gold broke under $4,000 last week, and XAUT holders barely moved, only about $100K was redeemed from a token worth around $3B.
PAX Gold grew just 2% over the same month, so almost all of that new demand went to XAUT.
So most of the buying happened before the drop, and when the drop came, nobody rushed for the exit.
Would you add gold here, or wait

One Solidity contract, used by both Ethereum and Solana wallets. That is @RomeProtocol in one line.
Right now, if you write in Solidity and want Solana users, you either rewrite your entire app or run two versions and split your money in two.
With Rome, because it runs EVM natively inside Solana, you just deploy once: both types of wallets use the exact same pool of funds, and your contracts can plug straight into native Solana apps.
What I like is how simple it makes things. Builders don’t have to pick a side anymore, you just build once and reach both crowds.

Getting funded used to mean weeks of passing phases, now it can happen in one trading day.
@hyrotrader_com just launched the Zero-Step Challenge, the fastest route to funding they offer. There’s no second phase, no five day wait and no consistency rule.
Hit the 10% target, stay inside the risk limits, and you can be funded after as little as one trading day.
It starts at $89, and with my code it comes down to $80.
The limits are tighter than their other challenges, 3% daily drawdown and 5% max loss, so this one is built for traders who already trust their strategy and don’t want to wait around

On October 13, the A7 system (built by Bank PSB) is presenting A7 International.
It lets foreign trade counterparties pay invoices in USDT, with the money landing on the other end as a regular SWIFT transfer in the required currency at a flat 0.3% fee.
The service is mainly for companies in foreign trade, but private clients can use it too.
Petr Fradkov and Ilan Shor will introduce it live on October 13 at 10:13 UTC.
Stream:

DEX tokens had a big month, and their revenue went up too, which doesn't happen often, but week by week, only some of that money is still coming in.
Raydium is the cleanest one, its weekly revenue went from about $93K in mid August to $1.2M last week and it's still climbing, and Meteora is on the same path at a slower pace.
Aerodrome's jump mostly came from one week, it made $9.17M in early September, and its normal weeks since then are around $1.8M.
Arbitrum's jump lines up almost exactly with Robinhood Chain's fee spike, since Robinhood Chain pays Arbitrum a cut of its fees, and it has alrea

I spent some time on @wardenprotocol Token Terminal today, mostly looking at the wallet tracking.
Most tools show you volume, but you have no idea who is actually buying. Here you can filter by Top Cooks, wallets ranked by their real onchain profit over months, not follower count on X.
You can see what they're buying across Base, BNB Chain and Robinhood Chain, and for any token it breaks down the net flow from top traders, fresh wallets and exchange outflows.
On $ORBIO , the most profitable wallets added about $100K in a day, while fresh wallets put in over $3M. Two very different kinds of buye

I joined the @DualMintRWA waitlist today and wanted to see what the setup actually looks like.
The Uptime dashboard shows your points, ranking and how you earned them.
I’m currently at 5,680 points, with most of it coming from the Uptime reading.
PLAY is built around 200 operating claw machines that generate revenue from real users.
Machine activity is recorded and used to support an onchain revenue claim on Solana, with a 12–15% annual yield target and monthly distributions.
Not guaranteed.
What interests me is not the yield itself.
It is the attempt to make small machines easier to finance b

Privacy is not one narrative anymore.
There is private money.
There are private markets.
And there is private computation.
The market is starting to care about all three at the same time.
For years, crypto treated full transparency like it was automatically a good thing.
- Every wallet balance public.
- Every trade public.
- Every transfer public.
- Every treasury wallet public.
- Every fund's position public.
That is useful in some ways.
Public data makes it easier to audit things. It makes apps easier to connect. It lets anyone verify what is happening.
But it gets strange once real money st

Bitcoin made digital money scarce
Zcash made it private
For a long time the market only cared about the first part
Feels like it is finally starting to price in the second
$ZEC

30 real robot demos. 87.5% success rate.
That's rare. Most teams need hundreds of real-world demos to reach that level.
Axis got there with just 30.
Most people in robotics believe robots need clean, near-perfect training data. Skilled operators, controlled environments, and anything imperfect gets thrown out so the robot doesn't pick up bad habits.
It works, but it's slow and expensive.
Axis Robotics took the opposite approach.
Their idea was simple: what if thousands of people could help train a robot through simulation? A single person might make mistakes, but across thousands of attempts,

StonkFun's token is up more than 7x this month, just hit a new all-time high. Here's why.
The spark: StonkFun moved new launches onto Raydium LaunchLab on Sep 6. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx jumped 250% in a day.
What's kept it going: the launchpad passed in daily revenue, around $1.5M in a day and $5.88M last week, despite being far smaller.
Fees fund a buyback and burn. About 13.7% of supply, roughly $30M, is already gone.
The token rides the launchpad's fees. The day those fees roll over, so does the token.

Ondo holds $937M in tokenized stocks. Robinhood holds $176M.
But Robinhood does almost all the trading.
Ondo looks like where people park money for yield. Robinhood looks like where they trade it.
Same label, two completely different products.

$ZEC was at $500 in July. It's at $1,168 right now.
A spot ETF, a short squeeze, and institutional buying all hit at the same time.
Privacy coins are having a moment nobody expected.