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Read Moreare DeFi lenders getting played?
Anthropic teased a new model: Mythos AI. It found bugs in major operating systems and web browsers. Apparently, it’s better than most human hackers. Due to its danger, it’s not…
Read MoreSolana’s worst day in defi
Liquity posted this on April 1st. The price barely moved. I can’t tell if that’s because everyone knew it was a joke (confirmed in the tweet below) or because the…
Read MoreThe USR shockwave in DeFi
On Monday, Trump announced a pause in bombing Iran. But just minutes before he announced it, there was a massive spike in oil futures. Compared to the average of 700…
Read MoreSEC Released Crypto Rules!!!
22 out of the top 30 assets on HyperLiquid by volume are non-crypto assets. We were supposed to be crypto traders, but now even crypto people are choosing oil and…
Read MoreTokens are becoming equity?!!!
Back in November, a reader asked my take on Ethena ($ENA). I said bearish. Since I published it, $ENA is down ~57%. (For comparison, BTC is down 17% during the…
Read MoreCrypto when everything burns
Some of your positions might be down. Do you keep holding and hope it bounces back, or cut the loss? “If I started my portfolio from scratch today, would I…
Read MoreThe detective got detective’d
Aave governance is turning into a case study of what happens when the team holds enough tokens to push through whatever they want. A major contributor just walked after “Aave…
Read MoreMost expensive onchain divorce
Dragonfly just closed a $650M fund, their biggest yet. While CT doomscrolls through another “crypto is dead” arc, the big money keeps writing checks. Guess they didn’t get the memo.…
Read MoreHow can Aave win?
Peter Steinberger is the founder of OpenClaw, the viral open-source framework for AI Agents. It had created a memecoin-ish frenzy for tokenised agents as well. OpenAI just hired him. Shipping…
Read MoreWhat happened to MegaETH?
Bryan Johnson is the billionaire who literally swaps blood with his son to chase immortality. Now he’s launched a health service called Immortals. It’ll install his entire “Don’t Die” system…
Read MoreCurrent gold rush and the shovel to sell
MegaETH opened its mainnet to the public. It was supposed to bring some excitement and save crypto. But it only got ~$40M in TVL, and novel applications like mindshare trading…
Read MoreWhich tokens aren’t bleeding?
The timeline is in extreme fear Major talent like Kyle Samani and Nader Dabit is leaving crypto Since October, the total crypto market cap has been down ~50% $ETH, $BTC,…
Read MoreHow to lose $70 billion in 45 minutes
If I think back on past cycles, the biggest opportunities always came during times like this. Not from trading the chop, but from leveling up while everyone else is doom-scrolling.Markets…
Read MoreNew ATHs for prediction markets
Traditional markets are ripping—stocks, gold, metals all pushing higher. Only crypto is crashing. A common theory is that it’s the aftereffect of the 10/10 crash. And degens are blaming Binance…
Read More20% return in a couple of days?
ClawdBot is taking over my timeline. It’s an AI assistant that plugs directly into apps like WhatsApp, Telegram, and Slack. Importantly, it can do your work, from writing emails to…
