02The archive

Newsletters

Read newsletters and get updates straight from The DeFi Edge Team.

  1. Crypto’s newest cash printer

    Kaito was the mindshare king for a long time. The whole thing ran on X’s data. Then X pulled the ladder, the way it does, and Kaito lost its crown.…

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  2. Making tokenholders happy (with VCs on cap table)

    Crypto traders spent years telling everyone to escape the legacy financial system. Hyperliquid’s HIP-3 markets (stocks, commodities, indices) just did $3.0B in 7-day volume. Its native crypto perps did $3.1B.…

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  3. The chain everyone’s piling into

    A trader withdrew $2M of ETH from Binance and swapped his entire stack to LIT in a single trade. He received $14.1K back. That’s not a typo. The 0x router…

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  4. Did $VVV just rug the holders?

    Creator coins are back extracting again. Someone launched $ANSEM and airdropped 65% of the supply to Ansem, a crypto-influencer. He amplified it by promising creator fees (and later tokens) back…

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  5. The funding crisis in Ethereum

    Messi just put up five goals in two matches to become the all-time World Cup scoring leader. First man to score in five different tournaments, too. If you’ve been overtrading,…

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  6. The “regime change” at the Fed

    Peace might actually be on the table. The US and Iran signed a memo of understanding to wind down the war. Don’t pop the champagne yet. The Lebanon front is…

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  7. Bitcoin’s token unlock

    Pump.fun launched GO, a platform that lets users pay others to complete “ANY task”. And complete degeneracy followed. Bounties included tattooing words on the face, fart through a megaphone in…

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  8. Death of “private BTC” thesis

    Strategy (Michael Saylor’s BTC Treasury company) sold 32 Bitcoin worth $2.5 million at ~$77k per BTC. The sale was to fund preferred stock obligations/dividend distributions. But anyway, this breaks with…

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  9. The world cup trade

    CT has given up on $ETH. Even the OG bulls are publishing their “why I sold” posts. Then, Standard Chartered, an actual investment bank, reaffirmed their $40k target. Somewhere along…

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  10. Bringing TradFi liquidity onchain

    Iran reportedly just launched the first state-linked maritime insurance market that settles in Bitcoin. Premiums and payouts on ships crossing the Strait of Hormuz will be paid in BTC (&…

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  11. VVV did 8x. what’s next?

    A guy locked out of his Bitcoin wallet for 11 years just uploaded his entire old college computer to Claude and asked it to figure things out. The AI parsed…

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  12. What’s up with the TON narrative?

    eCash is back from the dead. Paul Sztorc resurrected the name for a Bitcoin hard fork that airdrops 1:1 to BTC holders in August, complete with seven drivechains and a…

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  13. The $MEGA farming cheat sheet

    DOJ recently arrested a soldier for insider trading. A master sergeant who helped plan the classified op to capture Maduro bet $33k on Polymarket eight days before the raid and…

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  14. How DeFi almost died this week

    Every bad week in crypto teaches us something. This week taught us two things. One: DeFi’s cross-chain plumbing is held together with duct tape. Two: when things actually break, we…

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  15. Hyperliquid’s war on polymarket

    Oops. The earlier email didn’t have the second article. So, I’m sending out this fixed version. On to this week’s email… This week, Hyperbridge was hacked. Someone minted bajillions of…

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