#  @LorenzoARK Lorenzo Valente Lorenzo Valente posts on X about crypto, ethereum, share, bitcoin the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1792929584377155584/interactions)  - [--] Week [-------] +30% - [--] Month [-------] +4,159% - [--] Months [---------] -32% - [--] Year [---------] +373% ### Mentions: [--] [#](/creator/twitter::1792929584377155584/posts_active)  - [--] Week [--] +4.40% - [--] Month [--] +833% - [--] Months [---] -4.90% - [--] Year [---] +102% ### Followers: [---------] [#](/creator/twitter::1792929584377155584/followers)  - [--] Week [-----] +7.80% - [--] Month [-----] +33% - [--] Months [-----] +62% - [--] Year [-----] +398% ### CreatorRank: [-------] [#](/creator/twitter::1792929584377155584/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 61.6% [cryptocurrencies](/list/cryptocurrencies) 44.4% [stocks](/list/stocks) 15.6% [technology brands](/list/technology-brands) 8.4% [exchanges](/list/exchanges) #1002 [currencies](/list/currencies) 4.8% [financial services](/list/financial-services) 2% [social networks](/list/social-networks) 1.2% [automotive brands](/list/automotive-brands) 0.4% **Social topic influence** [crypto](/topic/crypto) 19.6%, [ethereum](/topic/ethereum) 18.8%, [share](/topic/share) 12.8%, [bitcoin](/topic/bitcoin) 12.4%, [stablecoins](/topic/stablecoins) 11.2%, [defi](/topic/defi) 10%, [solana](/topic/solana) 8.4%, [liquidity](/topic/liquidity) 7.2%, [future](/topic/future) 7.2%, [the most](/topic/the-most) 6% **Top accounts mentioned or mentioned by** [@arkinvest](/creator/undefined) [@circle](/creator/undefined) [@bitmnr](/creator/undefined) [@skyecosystem](/creator/undefined) [@aave](/creator/undefined) [@solana](/creator/undefined) [@ethena](/creator/undefined) [@coinbase](/creator/undefined) [@lorenzoark](/creator/undefined) [@dpuellark](/creator/undefined) [@lidofinance](/creator/undefined) [@fundstrat](/creator/undefined) [@robinhoodapp](/creator/undefined) [@maplefinance](/creator/undefined) [@cathiedwood](/creator/undefined) [@kylesamani](/creator/undefined) [@arbitrum](/creator/undefined) [@rhadiark](/creator/undefined) [@tether](/creator/undefined) [@arkinvests](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [Coinbase Global Inc. (COIN)](/topic/coinbase) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [USDC (USDC)](/topic/usdc) [SharpLink Gaming (SBET)](/topic/sharplink) ### Top Social Posts Top posts by engagements in the last [--] hours "1/ Yesterday we were extremely excited to share that ARK Invest is partnering with @LayerZero_Core on their upcoming Layer [--] blockchain Zero and that @CathieDWood will be joining Zeros advisory board. A Big thread to understand what happened 🧵" [X Link](https://x.com/LorenzoARK/status/2021640726724194644) 2026-02-11T17:41Z [----] followers, 194.8K engagements "First @Uniswap then @aave the blue-chip DeFi tokens are setting the tone and leading by example. Aave just dropped AWW (Aave Will Win) a framework designed to position Aave for the next era of DeFi and for the next trillions of dollars that will move on-chain. The core ask: the DAO ratifies a new operating model: - 100% Aave-branded product revenue DAO - Aave V4 becomes the core foundation - Brand protection framework - Budget to fund growth + execution This is exactly what will bring credibility back to DeFi tokens. Huge for AAVE https://twitter.com/i/web/status/2022070328394952707" [X Link](https://x.com/LorenzoARK/status/2022070328394952707) 2026-02-12T22:08Z [----] followers, 56.2K engagements "1/ Stablecoins might quietly become one of the most important allies of the US government. Why Theyre stepping in as major buyers of US debt right as traditional foreign demand is fading. 🧵Lets break it down: https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally" [X Link](https://x.com/anyuser/status/1930743721353474373) 2025-06-05T21:49Z [----] followers, 214.7K engagements "Were living through history. Hyperscalers are projected to invest over $1 trillion in CAPEX over the next [--] years. Putting this boom among the largest capital deployments in history (2025-adjusted): 1) WWII $5.3T 2) Chinas Belt & Road (still ongoing) $1.3T 3) Hyperscalers $1.0T 4) US Interstate System $770B 5) WWI $550B 6) Apollo Program $309B AI and software are really eating the world" [X Link](https://x.com/anyuser/status/1945553593194430898) 2025-07-16T18:38Z [----] followers, 22.7K engagements "I think ETH is starting to look really uniquely positioned from a macro perspective. A few thoughts: 1) Store-of-valueness + quantum: Quantum is a real long-term threat. Maybe not next [--] years but markets are forward-looking. If you want an asset you can set-and-forget for 20+ years you want quantum on the roadmap. The Ethereum Foundation making it a priority matters a lot for ETHs SOV credibility. 2) AI makes immutable forever a tougher sell: With LLMs cranking out code (and finding bugs) at insane speed the idea that any complex system can be perfectly safe and never need upgrades is" [X Link](https://x.com/LorenzoARK/status/2015594553579868566) 2026-01-26T01:16Z [----] followers, 159.7K engagements "As DATs are clearly struggling some thoughts from a public asset manager perspective. When we started the DAT journey we had [--] assumptions we felt very strongly about: 1) DATs were a capital formation/accumulation play and it was going to be a severe winner takes most market size and velocity were always going to be power law. 2) The asset that you buy is actually very important. Today most DATs are clearly hitting a wall. Theyve either bought the wrong asset are too small to scale meaningfully or have adopted the wrong capital accumulation strategy. We dont think the space is dead but we" [X Link](https://x.com/LorenzoARK/status/2016971059912720708) 2026-01-29T20:25Z [----] followers, [----] engagements "Its becoming pretty clear that perp DEXs sit at the center of a healthy DeFi ecosystem. They attract liquidity users/whales risk capital and they play an essential role in price discovery and risk management. If youre not meaningfully present in those areas its hard to underwrite a thriving DeFi stack and by extension a valuable L1. Ethereum (e.g. @Lighter_xyz early Dydx GMX) Solana (@DriftProtocol @Bulletxyz @JupiterExchange ) and to some extent BNB (@Aster_DEX ) have understood this well. So why arent L1s like Avalanche TON NEAR and Tron to name a few leaning into this more aggressively" [X Link](https://x.com/LorenzoARK/status/2018141881700356413) 2026-02-02T01:58Z [----] followers, [---] engagements "Ethereum Solana Solana Twilio Lets play a game of what would you rather own - at similar valuations $400B SpaceX Ethereum $100B Stripe Solana $80B Revolut Solana $20B Twilio Chainlink Lets play a game of what would you rather own - at similar valuations $400B SpaceX Ethereum $100B Stripe Solana $80B Revolut Solana $20B Twilio Chainlink" [X Link](https://x.com/LorenzoARK/status/2018414640531636261) 2026-02-02T20:02Z [----] followers, [----] engagements "COMEX is the biggest venue for silver futures globally the benchmark for silver price discovery. On Friday it traded [------] contracts $143B notional. Meanwhile @HyperliquidX (via HIP-3 builder codes) just logged its 4th straight day $1B and did $3B on Friday about 2% of COMEX silver notional. If perp DEXs can seriously tap commodities/RWA futures theyre stepping into markets orders of magnitude larger. Btw COMEX has been around for centuries the Silver HIP-3 market probably a few weeks/months. https://twitter.com/i/web/status/2018454508586533318" [X Link](https://x.com/LorenzoARK/status/2018454508586533318) 2026-02-02T22:40Z [----] followers, 13.9K engagements "I think theres a lot of confusion about what @fundstrat is doing. These arent unrealized losses in any meaningful sense if you invested in an ETH DAT youre effectively long ETH so the benchmark is ETH not USD. ETH/share has increased materially since inception and the share price will naturally fluctuate with ETHs price. BMNR is now sitting on a -$6.6 Billion dollar unrealized LOSS on the ETH they've accumulated. This is ETH in the future that will be sold putting a future ceiling on ETH prices. Tom Lee was the final exit liquidity for OG ETH whales to get out of their worthless token." [X Link](https://x.com/LorenzoARK/status/2019062503758500331) 2026-02-04T14:56Z [----] followers, [----] engagements "This piece builds on a really interesting podcast conversation with Dr. Laffer and Tether CEO @paoloardoino. If you want to know more on Tethers origin story plus some historical perspective on private money and how stablecoins could evolve give it a read. Private money isnt new the rails are. After stablecoin supply volume and active users surged to all-time highs in [----] this blog from @LorenzoARK explores how stablecoins emerged the technology behind them and where they could be headed next. https://t.co/L7Xu0Fc24Q Private money isnt new the rails are. After stablecoin supply volume and" [X Link](https://x.com/LorenzoARK/status/2019506971905519833) 2026-02-05T20:22Z [----] followers, 19K engagements "Perfect stress test for the buyback-and-burn maxis. Tokens down 80% in a month (like everything else) and all those buybacks didnt matter. Now youre wishing that capital had gone into product or the treasury. Revenues also down 80% it doesnt even cover opex at this point and you are wondering how much this drawdown will last https://twitter.com/i/web/status/2019570193719001097 https://twitter.com/i/web/status/2019570193719001097" [X Link](https://x.com/LorenzoARK/status/2019570193719001097) 2026-02-06T00:33Z [----] followers, [--] engagements "Perfect stress test for the buyback-and-burn maxis. Tokens down 80% in a month (like everything else) and all those buybacks didnt matter. Now youre wishing that capital had gone into product or the treasury. Revenues also down 80% it doesnt even cover opex at this point and you are wondering how long this drawdown will last https://twitter.com/i/web/status/2019571107464933473 https://twitter.com/i/web/status/2019571107464933473" [X Link](https://x.com/LorenzoARK/status/2019571107464933473) 2026-02-06T00:37Z [----] followers, [---] engagements "Bear markets and drawdowns are often the only moments that force real reprioritization and true pivots. Time and capital become scarcer and the urgency to ship gets real. EF deprioritizing L2s and more apps deploying on L1 feels like the start of that shift. If the L1 path keeps improving more teams will choose it which in turn raises the bar for the EF and devs to move faster because the alternative isnt theyll just go to an L2 its that theyll leave the ecosystem entirely. A quick update on ENSv2: we have made the decision to deploy ENSv2 exclusively on Ethereum L1 and to cease development" [X Link](https://x.com/LorenzoARK/status/2019869493196145088) 2026-02-06T20:23Z [----] followers, 13.8K engagements "@KyleSamani I dont think its too little too late but I do think the window is narrowing not just for Ethereum but for other L1s as well. That said theres still a lot of room to innovate at the L1 level and with the right team its absolutely still possible to get from [--] to 1" [X Link](https://x.com/LorenzoARK/status/2019892109910905024) 2026-02-06T21:53Z [----] followers, [---] engagements "7/QMDB fixes this at the root by making the storage layer itself Merkle-aware: state reads become [--] SSD read updates are O(1) I/O Benchmark: 2.28M state updates/sec 1M native transfers/sec" [X Link](https://x.com/LorenzoARK/status/2021640736169767297) 2026-02-11T17:41Z [----] followers, [----] engagements "8/Its worth noting: @monad DB is one of the closest efforts in spirit it makes the Merkle tree itself SSD-native and async removing layers of indirection" [X Link](https://x.com/LorenzoARK/status/2021640737700688337) 2026-02-11T17:41Z [----] followers, [----] engagements "9/ Zero goes one step further: fewer total I/Os required in the first place Merkle work moved out of the disk path entirely tighter coupling with execution scheduling (FAFO" [X Link](https://x.com/LorenzoARK/status/2021640739273474431) 2026-02-11T17:41Z [----] followers, [----] engagements "10/ Scaling isnt just make blocks bigger. The real enemy is contention too many transactions trying to touch the same popular accounts/contracts which forces chains to process things one-by-one. FAFO tackles this by ordering transactions before the block is finalized so the ones that dont interfere with each other can run in parallel" [X Link](https://x.com/LorenzoARK/status/2021640741076795671) 2026-02-11T17:41Z [----] followers, [----] engagements "11/ In benchmarks REVM + FAFO hits roughly 1.1M simple transfers/sec and 0.56M ERC20 transfers/sec on a single node while still producing full cryptographic state commitments each block (made practical by QMDB)" [X Link](https://x.com/LorenzoARK/status/2021640742352105650) 2026-02-11T17:41Z [----] followers, [----] engagements "12/ The big implication: you can push toward web-scale throughput without immediately defaulting to sharding which often adds complexity fragmentation and new security assumptions" [X Link](https://x.com/LorenzoARK/status/2021640743753068707) 2026-02-11T17:41Z [----] followers, [----] engagements "13/The last bottleneck is bandwidth / propagation: At high TPS broadcast full blocks + have every node re-execute becomes the limiter. Zero uses ZK to decouple execution from verification moving from homogeneous replication to a heterogeneous architecture" [X Link](https://x.com/LorenzoARK/status/2021640745094918382) 2026-02-11T17:41Z [----] followers, [----] engagements "14/ But validity proofs alone arent enough. You still need scalable data availability. Zero solves this with SVID (Scalable Verifiable Information Dispersal) a high-throughput DA layer where validators dont download full blocks only cryptographic commitments and small data shares. https://twitter.com/i/web/status/2021640746323902749 https://twitter.com/i/web/status/2021640746323902749" [X Link](https://x.com/LorenzoARK/status/2021640746323902749) 2026-02-11T17:41Z [----] followers, [----] engagements "19/ ZeroOS tackles this head-on by moving the integration point to a language-agnostic layer. That means verifiable apps can: use standard compilers & toolchains avoid fragile zk-specific forks link only the pieces they actually need" [X Link](https://x.com/LorenzoARK/status/2021640753127342261) 2026-02-11T17:41Z [----] followers, [---] engagements "20/ Put together Zero looks like a full-stack execution rethink aligned with Ethereums endgame: QMDB removes the Merkle/state bottleneck FAFO lets EVM execution fully use modern CPUs SVID removes propagation limits ZeroOS + vApps make zkEVM-style verifiability shippable today https://twitter.com/i/web/status/2021640754762801417 https://twitter.com/i/web/status/2021640754762801417" [X Link](https://x.com/LorenzoARK/status/2021640754762801417) 2026-02-11T17:41Z [----] followers, [---] engagements "22/ What this enables: consumer-grade validation at serious scale high-frequency applications that remain fully verifiable richer light clients & stateless validation a credible path to internet-scale trust-minimized apps" [X Link](https://x.com/LorenzoARK/status/2021640757762043922) 2026-02-11T17:41Z [----] followers, [---] engagements "23/ Last but not least: the most important part here is the team. Weve gotten to know Bryan and the LayerZero team over time and what theyve already achieved with LayerZero speaks for itself. Building foundational infrastructure requires teams willing to swing hard at the opportunity. Were confident this is that team. https://twitter.com/i/web/status/2021640759427158486 https://twitter.com/i/web/status/2021640759427158486" [X Link](https://x.com/LorenzoARK/status/2021640759427158486) 2026-02-11T17:41Z [----] followers, [---] engagements "24/ One last point it is clear to us that Users developers institutions and investors are done with the same playbook: liquidity mining retroactive airdrops and mercenary incentives that burn treasuries attract the wrong userbase and deliver little lasting retention or real liquidity. https://twitter.com/i/web/status/2021640761314619570 https://twitter.com/i/web/status/2021640761314619570" [X Link](https://x.com/LorenzoARK/status/2021640761314619570) 2026-02-11T17:41Z [----] followers, [----] engagements "@A_Leutenegger @Uniswap @aave Very cool initiative" [X Link](https://x.com/LorenzoARK/status/2022087948184039726) 2026-02-12T23:18Z [----] followers, [---] engagements "Again maybe you are right but this was the question: "Hey guys good morning. Congrats on the new Helios announcement. Just maybe go back to price action here and Bitcoin and some of the other coins real quick. I know Mike you know that you had the big OG profit-taking. You know we've heard things about you know maybe a little over-leverage in the system. You know is Bitcoin a risk asset Is it store value Is it trying to be both Just you know it was a little surprising to see and I think it was surprising to everyone to see you know that price action. You know maybe just some more color on you" [X Link](https://x.com/LorenzoARK/status/2018711218651910554) 2026-02-03T15:40Z [----] followers, [---] engagements "A lot has been said about corpo chains and why theyve been unsuccessful in the past. I think @tempo from a talent perspective is probably the closest to really swing hard at the opportunity. @matthuang @dwr @gakonst @dankrad @danrobinson Theyve all built or helped build massive products/companies in crypto. This is probably the most crypto-native team from an experience perspective you can have to build an L1 chain. Theyll pull in a lot more talented devs from dying L1 foundations and top protocols. https://twitter.com/i/web/status/2020905785610408285" [X Link](https://x.com/LorenzoARK/status/2020905785610408285) 2026-02-09T17:01Z [----] followers, [---] engagements "5/The core bet here is very simple: Zero isnt another chain. Its a re-architecture of the [--] bottlenecks that have fundamentally capped blockchain usefulness: state storage / Merkleization execution parallelism under contention network bandwidth / propagation" [X Link](https://x.com/LorenzoARK/status/2021640733250506912) 2026-02-11T17:41Z [----] followers, [----] engagements "6/ The EVM isnt what fails to scale state does. Today every balance or storage read walks a Merkle tree thats stored inside a generic database (think RocksDB/LevelDB). That means many random SSD reads per lookup heavy rewrite/compaction costs on updates and Merkle work competing with execution. CPUs wait on storage. https://twitter.com/i/web/status/2021640734621716768 https://twitter.com/i/web/status/2021640734621716768" [X Link](https://x.com/LorenzoARK/status/2021640734621716768) 2026-02-11T17:41Z [----] followers, [----] engagements "Golds market cap as a % of US M2 just hit 170%+. This is an all-time high matching the Great Depression (1934) and above the [----] inflation peak. Historically extremes in this ratio show up around macro stress/dollar regime shifts and often mark turning points (1980 preceded a 60%+ gold drawdown). This feels like a pivot moment again: theres no real consensus and thats exactly why there may be a lot of alpha for whoevers right from here. https://twitter.com/i/web/status/2017276636480061896 https://twitter.com/i/web/status/2017276636480061896" [X Link](https://x.com/LorenzoARK/status/2017276636480061896) 2026-01-30T16:40Z [----] followers, 560.2K engagements "At this point is triple-triple-double-double just not the right mental model anymore Anthropics revenue growth is just absurd: 2021: founded 2022: $10M 2023: $100M (10x) 2024: $1B (10x) 2025: $9B (9x) 2026: $25B - $30B Even our beloved HYPE can't compete here" [X Link](https://x.com/LorenzoARK/status/2022145753502953739) 2026-02-13T03:08Z [----] followers, [----] engagements "@RyanWatkins_ @solana Any of these metrics potentially warrant an asterisk given that they are all downstream of the memecoin mania" [X Link](https://x.com/anyuser/status/1856355182562451546) 2024-11-12T15:15Z [----] followers, [----] engagements "Binance Market Share dropping to 31% to a 4+ year low. Bybit and Upbit taking advantage of this. DEX to CEX spot trading volume ratio at an all-time high at 15%" [X Link](https://x.com/anyuser/status/1879899516025069828) 2025-01-16T14:32Z [----] followers, [---] engagements "@mdudas @balajis I mean this chart basically just shows the growth of internet and software" [X Link](https://x.com/anyuser/status/1880999258704527862) 2025-01-19T15:22Z [----] followers, [---] engagements "I am not worried about the competitive landscape and base dominance we are still early Unichain needs to launch worldcoin on OP stack MegaETH etc. But one thing is pretty clear regarding Ethereum's relevance and the dynamic with Solana. Without Base last year I think it is safe to say that Ethereum would be in a lot of trouble. Coinbase/Base not only have onboarded a lot of people/apps but they are working on several EIPs wallet/account abstraction payments integrations wrapped bitcoin non-custodial borrowing Ai agents etc. Most of the activity but also the innovation has come out of Base." [X Link](https://x.com/anyuser/status/1884452332559040834) 2025-01-29T04:03Z [----] followers, [---] engagements "Robotaxis reusable rockets AI agents stablecoins robotics . This feels like one of the years where convergence is more relevant than ever. Big ideas coming very soonstay tuned my friends. ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a" [X Link](https://x.com/anyuser/status/1886490399079891115) 2025-02-03T19:02Z [----] followers, 27.9K engagements "@EffortCapital @metaproph3t I don't think any of these ledgers will be valued based on cash flows. SOL is in the early Ethereum days where we were celebrating fees and MEV until apps figure a way to accrue that" [X Link](https://x.com/anyuser/status/1886621824068292609) 2025-02-04T03:44Z [----] followers, [----] engagements "New Bitcoin target deep dive into stablecoins and scaling solutions. Big Ideas is LIVE Download it and tell us what you think. Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb" [X Link](https://x.com/anyuser/status/1886847130733563998) 2025-02-04T18:39Z [----] followers, 26.5K engagements "EIP [----] was effectively the exact opposite of imposing tariffs on layer 2s. I think people in the ETH community are starting to turn the problem upside down. Allow for ultra cheap block space we will need much more of it in the future. Continue to scale the L1 increase the blob limit solve for L2 interoperability problem. Preconfs and sequencing at the validator level for L2s seems to be promising with native/based roll ups. Value accrual shouldn't be the priority right now it should be to scale and allow apps with Million+ users to deploy somehow on Ethereum. Hot take: Ethereum should issue" [X Link](https://x.com/anyuser/status/1887324739317940683) 2025-02-06T02:17Z [----] followers, 29.7K engagements "1/2 ARK's Big Ideas [----] is out and this year the spotlight is on Bitcoin stablecoins and scaling solutions/L2s. Stablecoins have completely reshaped the crypto landscape. The demand for permissionless transparent borderless and efficient access to crypto-native US dollars has surged. @tether @circle @SkyEcosystem and @ethena are among the highest revenue-generating companies/protocols in the crypto space. Every major financial institution is closely looking at Tethers financialsand for good reason. Tether closed H1 [----] with $5.2 billion in net income all with fewer than [---] employees" [X Link](https://x.com/anyuser/status/1887612877839749122) 2025-02-06T21:22Z [----] followers, 38.8K engagements "Ethenas TVL is now well over $6 billion and still climbing fueled by the expansion of its basis trade strategy beyond Ethereum to Bitcoin and Solana perpetual markets. On top of that Ethena just rolled out USDtb a new stablecoin backed by BlackRocks tokenized money market funds. USDtb is designed to help weather market volatility and act as a reserve asset for USDe adding another layer of stability to the system. Exciting times Ethena was covered in @ARKInvest "Big Ideas 2025" full link below: https://t.co/VUKjA1jZiA Ethena was covered in @ARKInvest "Big Ideas 2025" full link below:" [X Link](https://x.com/anyuser/status/1889316586470719829) 2025-02-11T14:12Z [----] followers, [---] engagements "Memecoins have always been extractive industrialized PvP gamesif you dont think so chances are youre the one being extracted from. People who go to Vegas to play slot machines or blackjack know theyre going to lose money. Most of them do it either for entertainment or as a way to detach from reality. At the end of the day the real moat here is addiction. Most investors I talk to in the memecoin complex always repeat the same rhetoric: "Memecoins are the trojan horse for SocialFitokenizing time attention fun onboarding users into DeFi etc." But lets be realnone of that has actually played out." [X Link](https://x.com/anyuser/status/1889502570072383494) 2025-02-12T02:31Z [----] followers, 18.6K engagements "@SkyEcosystem is currently trading at pre-2021 levels with a fully diluted valuation of around $800 million. Despite this the protocol is bringing close to $500 million in annual revenue. In [----] the supply of USDS and DAI has increased by over 60% reaching nearly $9 billion. USDS on Base and Solana has grown steadily now totaling $170 million in supply. The Surplus Buffer has doubled since September of last year. This surplus is utilized by the Smart Burn Engine to buy back MKR tokens which are then paired with DAI in the Uniswap V2 liquidity pool enhancing liquidity and supporting the" [X Link](https://x.com/anyuser/status/1890178050928619761) 2025-02-13T23:15Z [----] followers, 24.5K engagements "0/8 @aave is leveling up. The biggest tokenomics upgrade is here bringing better tokenomics more rewards and a stronger AAVE. If you care about DeFis future and one the most important building blocks we have this should be of interest" [X Link](https://x.com/anyuser/status/1896996617129185576) 2025-03-04T18:50Z [----] followers, 16.9K engagements "1/8 Aave DAO's financial strength is at an all-time high: ✅ $115M in cash reserves (+115% growth) ✅ Dominates DeFi lending revenue ✅ GHO supply $200M with strong revenue ✅ New income streams launching in 2025" [X Link](https://x.com/anyuser/status/1896996618484023567) 2025-03-04T18:50Z [----] followers, 35.9K engagements "2/8 Whats changing 🔹 New Aave Finance Committee (AFC) to manage treasury & incentives 🔹 LEND migration ends unlocking $65M in dormant AAVE 🔹 Umbrella protection system enhances protocol security 🔹 Better secondary liquidity management for AAVE" [X Link](https://x.com/anyuser/status/1896996619968811143) 2025-03-04T18:50Z [----] followers, [---] engagements "3/8 🔥 AAVE Buyback & Distribution Program 💵 $1M AAVE buybacks per week for [--] months 📊 Buybacks will scale based on revenue 🎯 Goal: Long-term AAVE sustainability & tighter supply control" [X Link](https://x.com/anyuser/status/1896996621315195156) 2025-03-04T18:50Z [----] followers, [---] engagements "4/8 🏦 Introducing Anti-GHO: A new revenue-sharing model 💡 Stakers earn Anti-GHO a non-transferable token: 🔸 Burn 1:1 against GHO debt (free debt reduction) 🔸 Convert to StkGHO for extra rewards 🔹 Funded by 50% of GHO protocol revenue ($6M/year)" [X Link](https://x.com/anyuser/status/1896996622665671039) 2025-03-04T18:50Z [----] followers, [---] engagements "5/8 Umbrella Protection Expansion 🛡 Protecting billions in user assets ⚡ Activated on Ethereum @avax @arbitrum @GnosisDAO Base & Sonic 💎 Yield farmers & institutions gain added security & liquidity stability" [X Link](https://x.com/anyuser/status/1896996624205066355) 2025-03-04T18:50Z [----] followers, [---] engagements "7/8 Why this matters 🔹 AAVE stays the #1 DeFi lending protocol 🔹 More sustainable rewards for stakers 🔹 Higher protocol revenue & security 🔹 Stronger cash reserves for long-term growth" [X Link](https://x.com/anyuser/status/1896996627459776794) 2025-03-04T18:50Z [----] followers, [---] engagements "8/8 Whats next 🔹 Phase 1: Establish AFC restructure liquidity launch buybacks 🔹 Phase 2: Full Anti-GHO rollout & new staking incentives 🔹 Governance votes (AIPs) will implement changes in stages" [X Link](https://x.com/anyuser/status/1896996628869079070) 2025-03-04T18:50Z [----] followers, [---] engagements "0/6 What is SIMD-228 And why does it matter for @solana SIMD-228 is a proposal to make Solanas inflation market-driven instead of following a fixed disinflation schedule. It aims to optimize staking incentives & minimize unnecessary sell pressure" [X Link](https://x.com/anyuser/status/1897763423070335224) 2025-03-06T21:37Z [----] followers, 138.1K engagements "One of the most under-discussed stories in crypto imo USDe is now being accepted as margin collateral on the biggest derivatives exchanges. @ethena & @leptokurtic_ clealry know what they are doing. USDTs biggest moat has been being the most liquid stablecoin for trading BTC & ETH on major CEXes. USDe is making its way across the biggest platforms and having it as margin collateral is massive. Not only is Ethena printing real revenue but theyve built a truly unique product. Yes stablecoin competition will get crowded but @SkyEcosystem & @ethena both have a legit shot at long-term dominance" [X Link](https://x.com/anyuser/status/1898467249155170772) 2025-03-08T20:13Z [----] followers, [----] engagements "0/ Yesterday @BlackRock released its annual investor letter. Out of [--] pages [--] are dedicated to digital assets and specifically Bitcoin's role as a potential reserve currency and the power of tokenization. Here is some of the key takeaways" [X Link](https://x.com/anyuser/status/1906784735814144348) 2025-03-31T19:04Z [----] followers, 20.8K engagements "Is @xai 's acquisition of X value-accretive and if so in what ways Check out @wintonARK's analysis on vertical integration and what history tells us about this acquisition. https://t.co/XRclGPf4Uk https://t.co/XRclGPf4Uk" [X Link](https://x.com/anyuser/status/1907059417910067454) 2025-04-01T13:16Z [----] followers, 47K engagements "0/ @circle just announced its IPO filing yesterday. The rumored valuation is between $4B and $6B. Here are some thoughts on @circle financials and what this means for stablecoin issuers moving forward" [X Link](https://x.com/LorenzoARK/status/1907594776574308525) 2025-04-03T00:43Z [----] followers, 22K engagements "We love to criticize Ethereum's roll-up-centric roadmap and honestly sometimes its fairmostly because of EF leadership and how slow the execution can be. But I think were going to see a shift over the next [--] months. When it comes to RWAs and stablecoins if you want enterprises to use them at scale you need compliance liquidity a better UX and probably more centralized setupslike the ability to roll back transactions for example. This is where roll-ups actually shine. They offer a lot of customization and let you monetize right away with the sequencer setup. Thats a big deal for" [X Link](https://x.com/anyuser/status/1908220819479687313) 2025-04-04T18:11Z [----] followers, [---] engagements "The market has been craving crypto IPOs and rightfully so. Circle's S-1 filing has given investors a lot of valuable insights into the potential moatsor lack thereofsurrounding stablecoins. This is definitely worth a read. https://t.co/fxzmXKSRFB https://t.co/fxzmXKSRFB" [X Link](https://x.com/anyuser/status/1909324548929147342) 2025-04-07T19:17Z [----] followers, 36K engagements "Cannot disagree more here. I think this is a two way street @coinbase owes @circle 20% ish of its enterprise value. If @coinbase were to acquire @circle they would have a hard time getting any distridution deals in any other exchange as they would see it directly competitive. Circle recently filed for an IPO but @MaelstromFund CIO @CryptoHayes isnt impressed 😑 Listen to his spicy take on the announcement 🌶 Listen now: https://t.co/OGEUUfTclu https://t.co/QFr9YBSvQk Circle recently filed for an IPO but @MaelstromFund CIO @CryptoHayes isnt impressed 😑 Listen to his spicy take on the" [X Link](https://x.com/anyuser/status/1909764860419719338) 2025-04-09T00:26Z [----] followers, [----] engagements "DeFi lending has officially surpassed CeFi lending Despite ongoing market volatility and macro uncertainty were seeing strong secular trends in DeFi that continue to unfold regardless of short-term conditions. Since Q4 [----] the growth has been clear: 📊 Futures trading: DeFis share grew from 1.6% 7% 💹 Spot trading: DeFis share increased from 7% 20% 🏦 Lending: DeFis share surged from 15% over 60% DeFi isnt just surviving its scaling" [X Link](https://x.com/anyuser/status/1912134270509871535) 2025-04-15T13:21Z [----] followers, 183.5K engagements "Probably the best empirical evidence of this article. The Smoot-Hawley Tariff (1930) led to a collapse in trade (-70%) the stock market (-89%) and employment without improving the trade balance. Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs. The historical perspectiveback to the 1920sand the logic are the best I have seen. Let us know what you think. https://t.co/JQUvhcZ5ez Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs." [X Link](https://x.com/anyuser/status/1912573247020736789) 2025-04-16T18:26Z [----] followers, 83.9K engagements "@SkyEcosystem is in the vertical with the clearest PMF and strongest tailwinds in all of crypto. When you're underwriting these projects you should assume a baseline of 510x growth in stablecoin supply over the next [--] years. First it was about access to dollarsnow its about access to yield. The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point The @SkyEcosystem community call" [X Link](https://x.com/anyuser/status/1912579829356273762) 2025-04-16T18:52Z [----] followers, 10.8K engagements "@hosseeb RWAs and stablecoins are going to be the main driver of L1 valuations in the next [--] years. L2 roadmap is optimal for this. ETH looks cheap compared to any L1 based on this" [X Link](https://x.com/anyuser/status/1915086617326334193) 2025-04-23T16:53Z [----] followers, [----] engagements "Our updated Bitcoin model is live and we think its a great opportunity for people to explore where we are on the adoption curveand how we approach valuing the asset. Its a solid piece of work fron @dpuellARK and the team and wed love to hear your thoughts and feedback. Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY" [X Link](https://x.com/anyuser/status/1915511215171739815) 2025-04-24T21:00Z [----] followers, [----] engagements "Every investor right now is trying to find a way to get exposure to stablecoins. Besides early-stage private deals and @circle's IPO there aren't many liquid pure crypto plays out there. But I think money markets like @aave and @MorphoLabs are probably going to be the biggest winners in this. @aave just keeps taking market share month after month" [X Link](https://x.com/anyuser/status/1917270745023144307) 2025-04-29T17:32Z [----] followers, [----] engagements "The race for the trading super app is on 🚨Coinbase to buy Deribit for $2.9B ($700M cash 11M shares) in Crypto's Largest Ever M&A: WSJ https://t.co/s08UP26MQO 🚨Coinbase to buy Deribit for $2.9B ($700M cash 11M shares) in Crypto's Largest Ever M&A: WSJ https://t.co/s08UP26MQO" [X Link](https://x.com/anyuser/status/1920463987692449794) 2025-05-08T13:01Z [----] followers, [----] engagements "The Investment Opportunity Report is live We've handpicked the highest-impact opportunities from our Big Ideas Report highlighting key trends shaping the digital asset landscape: - Stablecoins have already surpassed Visa & Mastercard in transaction volume. - Tether has achieved a record-breaking revenue year solidifying its dominance. - Layer [--] & [--] costs are continuing to decline making blockchain more accessible for users and applications. Stay ahead of the curve with key insights. http://ark-funds.com/investment-opportunity-report-2025 Meet "The Investment Opportunity Report"a strategic" [X Link](https://x.com/anyuser/status/1923428847850004677) 2025-05-16T17:22Z [----] followers, [----] engagements "The reason non-sovereign SoVs are not cash flowproducing assets is basically: 1) Cash flows are volatilethey depend on market cycles and apps with PMF. Apps and companies die on an SoV timeframe (2050 years) so embedding that into the value of an SoV is hard. 2) For something to actually be considered a SoV you need some kind of critical mass. IMO somewhere above $5T is a decent threshold. At that point you wont have growth over 5% CAGR being realistic. So what multiple do you give that Probably not 50x P/E multiples. Say its 10xthen youd need to be generating $500B in cash annually. The Mag" [X Link](https://x.com/anyuser/status/1924510842688831650) 2025-05-19T17:01Z [----] followers, 34.7K engagements "70% of USDC supply is on ETH + L2s. Ethereum + L2s also have 60% of the total stablecoin supply and 60% of the daily stablecoin transaction volume. @Circle IPO likely has many indirect beneficiaries but Ethereum is arguably the biggest one. Institutions can no longer afford to ignore Ethereums central role in the stablecoin economy. Circle trading at $85 up from $31 IPO price. Every investment bank and CEO is staring at this number right now saying "it's go time" Get ready for an onslaught of crypto IPOs. https://t.co/Qpxm4V42k7 Circle trading at $85 up from $31 IPO price. Every investment" [X Link](https://x.com/anyuser/status/1930689228544835877) 2025-06-05T18:12Z [----] followers, [---] engagements "5/While headlines focus on tariffs and deglobalization stablecoins are quietly building a new digital moat for the USD. They could be the Feds stealth allies for the next decade" [X Link](https://x.com/anyuser/status/1930743727238136211) 2025-06-05T21:49Z [----] followers, [----] engagements "This is awesome and seriously much needed in the space. Theres a huge opportunity to help institutionalize the industry in a thoughtful way. One of the main reasons alts are still lagging is that TradFi investors see them as too opaque. This is a great step forward but I really think theres room to build a Moodys of crypto and Im convinced funds would pay up for it. [--]. Rate the Creditworthiness of Stablecoins and Protocols Assess reserve backing counterparty exposure audit transparency and redemption risk for stablecoins Solvency and economic sustainability for pools and protocols such as" [X Link](https://x.com/anyuser/status/1935369944092266620) 2025-06-18T16:12Z [----] followers, 36.1K engagements "Hot take: Circles revenue share agreement with Coinbase might be one of the smartest plays in the stablecoin wars. They're locking in distribution with a top [--] global exchange in the largest economy and building the fastest-growing blockchain thanks to @base. They also have a deal with Binance which gives them exposure to over [---] million user accounts globally. If you're another stablecoin issuer what's left OKX Bybit Huobi Thats a short list and some of them are already developing their own stablecoins or joining consortiums. I get the concerns around high distribution costs but if you had" [X Link](https://x.com/anyuser/status/1937298996919169350) 2025-06-23T23:57Z [----] followers, [---] engagements "@coatuemgmt ($70B AUM) and Altimeter ($13B AUM) are two of the top crossover funds in the world right now investing in both public and private markets. Few thoughts after hearing Phillippe Laffont talk about Bitcoin and the rest of the market at the East meets West Conference: 1) We're still so early. Neither fund has exposure to BTC yet but they know its on its way to becoming the biggest asset/company in the world. 2) @plaffont made a curious statement: retail got there first. This is the only asset class where early users not Wall Street understood the value and front-ran the institutions" [X Link](https://x.com/anyuser/status/1937559344540999795) 2025-06-24T17:12Z [----] followers, 151.3K engagements "@jvb_xyz Maple only does overcollaterallized lending just as aave" [X Link](https://x.com/anyuser/status/1937855885151264814) 2025-06-25T12:50Z [----] followers, [----] engagements "Whether the rollup-centric roadmap is the best way to scale or drive ETH value is kind of beside the point here. The reality is with @RobinhoodApp now building on the @arbitrum stack you have the worlds top exchanges and apps with hundreds of millions of users building on Ethereum. @RobinhoodApp (Arbitrum) @coinbase (Optimism) @krakenfx (Optimism) @Bybit_Official (Mantle) @Securitize and @ethena (Arbitrum) @worldcoin (Optimism) Whether it is AI or tokenization/RWAs/Stablecoins probably the two biggest catalysts for the next three years these companies are choosing Ethereum. Rerating coming at" [X Link](https://x.com/anyuser/status/1939390145301451194) 2025-06-29T18:26Z [----] followers, [----] engagements "Stoked to have @rhadiARK joining the crypto team. Expect some killer research from him in the coming months. Stay tuned and give him a follow After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help advance the financial infrastructure of the next era. After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help" [X Link](https://x.com/anyuser/status/1942681273484599697) 2025-07-08T20:24Z [----] followers, 27.4K engagements "Since The Merge [----] days ago only 373k ETH net has been issued (accounting for the burn). In just the last [--] days ETH ETFs have pulled in 380k ETH. Thats [--] years of new supply eaten up in less than two weeks. Supply shock coming for BTC and ETH The bitcoin network only produces [---] bitcoin per day. Yesterday alone bitcoin ETFs bought [-----] bitcoin. There is unrelenting demand from corporations and institutional investors and thats colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK https://t.co/YgTlc9ij7z The bitcoin network only produces [---] bitcoin per day. Yesterday" [X Link](https://x.com/anyuser/status/1944071831251824801) 2025-07-12T16:30Z [----] followers, 386.1K engagements "Bitcoin whales moving 80k @RobinhoodApp launching their own L2. Things have been busy on the crypto side https://t.co/at50jZUM5L https://t.co/at50jZUM5L" [X Link](https://x.com/anyuser/status/1944857818601021715) 2025-07-14T20:33Z [----] followers, 29.9K engagements "If youre listening to the earnings calls of some of these huge TradFi companies and youre still not bullish enough youre not paying attention. On JPMorgans call this morning: An analyst asked how JPM plans to keep customers from switching to more convenient payment solutions like @circle and USDC. Another asked about their AI strategy why theyre not buying companies like @perplexity_ai instead of funneling so much into massive buybacks. JPMorgan CEO Jamie Dimon: We Are Going To Be Involved In Stablecoins And JPM Deposit Coins JPMorgan CEO Jamie Dimon: We Are Going To Be Involved In" [X Link](https://x.com/anyuser/status/1945121505731338561) 2025-07-15T14:01Z [----] followers, [---] engagements "In the two days since the ETH/BTC breakout: Bitcoin spot ETF inflows: $700M Ethereum spot ETF inflows: $451M ETH now accounts for 64% of BTCs inflows yet its market cap is still only 16% of BTCs. People are underestimating the reflexivity between flows and price for the ETFs" [X Link](https://x.com/anyuser/status/1945471208125853961) 2025-07-16T13:10Z [----] followers, 14.3K engagements "Yesterday Bitcoin spot ETFs saw $799M in inflows. Ethereum $726M. Thats 91% of BTCs flows from an asset thats still only 18% of BTCs market cap. Reflexivity continues. Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP" [X Link](https://x.com/anyuser/status/1945833678648586677) 2025-07-17T13:11Z [----] followers, 28.1K engagements "Imagine if instead of just one @MicroStrategy you had two racing head-to-head to see who can accumulate the most ETH. Thats exactly whats happening right now. Both @BitMNR and @sharplink now hold more ETH than the Ethereum Foundation. They both have roughly [--] bips of the ETH supply. @MicroStrategy has roughly 3% of all the bitcoin supply. This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR" [X Link](https://x.com/anyuser/status/1945936315704398091) 2025-07-17T19:59Z [----] followers, 33.9K engagements "*TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT *TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT" [X Link](https://x.com/anyuser/status/1945953195403944314) 2025-07-17T21:06Z [----] followers, [---] engagements "Sharplink is set to buy $5B worth of ETH through a common stock offering. At todays prices thats over [---] million ETH. Since the Merge (2 years [---] days ago) Ethereum supply has only increased by 389K ETH. In other words: @sharplink is buying 3.6x all ETH issued since the Merge. Thats enough to rewind ETH supply to July [----] And thats before counting any spot ETF flows" [X Link](https://x.com/anyuser/status/1946209346796560630) 2025-07-18T14:04Z [----] followers, 23.3K engagements "One of the biggest miscalculations in the criticism of L2s and Ethereums rollup centric roadmap is the assumption that fintechs and exchanges coming onchain would prioritize deploying where liquidity and atomic composability already exist. Prioritizing fast and high-performance execution where the state is ubiquitous. What we underestimated is their desire for control specifically their focus on owning and operating their own execution environment. They dont need existing on chain liquidity or composability. In fact they are the liquidity. @RobinhoodApp has [--] million funded accounts and $255" [X Link](https://x.com/anyuser/status/1947445938479308891) 2025-07-21T23:57Z [----] followers, 20.9K engagements "We think crypto particularly smart contract L1 tokens represents a distinct and transformative asset class. Ethereum stands out as foundational: it secures the on-chain economy via proof-of-stake enables transactions and acts as programmable collateral at the protocol layer. Given these unique properties were excited to explore purpose-built investment vehicles and strategies tailored to this emerging landscape. Excited to be backing @BitMNR and @fundstrat We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI" [X Link](https://x.com/anyuser/status/1948002026777976891) 2025-07-23T12:47Z [----] followers, 164.8K engagements "+1.6B USD in USDe supply in the last week. Entering the next phase of expansion there is going to be ample room for @ethena to grow USDe supply and capture more of that funding rate revenue. Open interest usually grows much faster than marketcap in the bull market" [X Link](https://x.com/anyuser/status/1948389388007706945) 2025-07-24T14:26Z [----] followers, 21.8K engagements "What are DATs How do they work Is this sustainable Check out our weekly newsletter https://t.co/XU92RkAhtO https://t.co/XU92RkAhtO" [X Link](https://x.com/anyuser/status/1950258154098610277) 2025-07-29T18:12Z [----] followers, 29.3K engagements "Tether just dropped its Q2 [----] attestation $157B USD in circulation (+$20B YTD) $4.9B Q2 net profit / $5.7B YTD $127B+ in U.S. Treasuries (among the worlds largest holders) $5.47B equity buffer @tether and @circle are on track to eclipse Norways entire US Tbill holdings in the coming months" [X Link](https://x.com/anyuser/status/1951064134537101754) 2025-07-31T23:35Z [----] followers, 76.9K engagements "Bitmine @BitMNR now holds 833k ETH up from 625k ETH last week. Target is to accumulate 6M ETH over the next years. I think people are going to be surprised when a company with a handful of people is making near 100M USD in steady and predictible ARR. https://www.theblock.co/post/365425/tom-lees-bitmine-ethereum-treasury https://www.theblock.co/post/365425/tom-lees-bitmine-ethereum-treasury" [X Link](https://x.com/anyuser/status/1952359637560557880) 2025-08-04T13:23Z [----] followers, [---] engagements "S&P one of the Big [--] rating agencies just gave @SkyEcosystem Protocol a B-. They looked at default risk on liabilities (DAI/USDS) risk-adjusted capital governance liquidity earnings quality and legal exposure. Yeah B- isnt great but the real story is this: DeFi is now being rated/covered like traditional finance that's a big shift" [X Link](https://x.com/anyuser/status/1953808544794357791) 2025-08-08T13:20Z [----] followers, [---] engagements "1/ Lido DAO Dynamic Buyback Proposal @LidoFinance is proposing a dynamic LDO buyback program funded directly from treasury balances (not protocol revenue). I think the proposal comes from a good place but honestly its too early and feels like a bad idea. Let's unpack this" [X Link](https://x.com/anyuser/status/1953965302787592399) 2025-08-08T23:43Z [----] followers, 18.3K engagements "ETH knocking on the door of an 8-year downtrend. Get above that blue line and the lights are out" [X Link](https://x.com/anyuser/status/1954240931718148563) 2025-08-09T17:58Z [----] followers, [----] engagements "Ethereums inflation is running at just 0.74% annually with sub [--] gwei gas. Since April 2nd ETH DATs have bought 3.57M ETHenough to offset [--] years of issuance. Add the 2.4M ETH accumulated by ETFs since April Thats [---] years of inflation neutralized. Supply shock" [X Link](https://x.com/LorenzoARK/status/1955648004049813577) 2025-08-13T15:09Z [----] followers, 84.3K engagements "For those of you looking at @BitMNR velocity and mNAV charts On July 13th @BitMNR held [------] ETH across approx 56M shares. With ETH at $2914 that implied [------] ETH/share or $8.45 per share. As of today @BitMNR holds [----] million ETH with a share count of [---] million. At an ETH price of $4700 that equates to [------] ETH/share or $32.43 per share. Over that 31-day period ETH increased 60% but ETH/share rose 130% in other words @fundstrat execution has been very much accretive to shareholders" [X Link](https://x.com/anyuser/status/1955718468801847508) 2025-08-13T19:49Z [----] followers, 21.2K engagements "ETH DATs closing in on 2% of total ETH supply" [X Link](https://x.com/anyuser/status/1955983828914172161) 2025-08-14T13:24Z [----] followers, [----] engagements ".@LidoFinance actually looks undervalued here LDO mkt cap is $1.3B but the protocol is making over $1B in annualized fees and $100M+ in net rev. stETH is clearly gonna be strategic as ETH DATs look to deploy capital on-chain. Its the cleanest and most liquid conduit between DATs and DeFi. I think valuing this at 10x rev for a revenue stream that is linearly tied to an asset growing 30%+ a year seems ridiculous. Repricing feels inevitable at some point" [X Link](https://x.com/anyuser/status/1956114159285809627) 2025-08-14T22:02Z [----] followers, [---] engagements "Love the HYPE team and what theyre building. That said this feels like the same math that once told us OpenSea Raydium or were worth $50B based on P/E. Reflexivity cuts both ways and downside reflexivity is real. This is an industry where liquidity can be attracted elsewhere very easily. http://Pump.fun the strongest cashflow generating machine in crypto is trading below the average P/E of the S&P [---] & growing way faster $29bn/$1.2bn (outstanding FDV/30d annualized earnings) = 24x forward P/E is much lower given growth just feels like a no brainer https://t.co/gY1Q3UuLMP http://Pump.fun the" [X Link](https://x.com/anyuser/status/1956157396222447896) 2025-08-15T00:54Z [----] followers, [----] engagements "Whether you like them or not DATs are the biggest capital formation innovation in crypto since ICOs. Not even close" [X Link](https://x.com/anyuser/status/1956343176307909037) 2025-08-15T13:12Z [----] followers, [----] engagements "Two years from now whats more likely [--] Arc Tempo and Dinari Chain all pivot to become L2s [--] Robinhood Base and Ink decide to launch their own L1s" [X Link](https://x.com/anyuser/status/1956471893445292427) 2025-08-15T21:43Z [----] followers, 37K engagements "Hard to see us near the top when leverage is still way lower than [----]. Lending/borrowing is picking up but so are ETH and BTC market caps. Worth keeping an eye on but feels like we hit new ATHs before this cycle is done. Data from @galaxyhq" [X Link](https://x.com/anyuser/status/1958525020117897328) 2025-08-21T13:42Z [----] followers, [----] engagements "Already said this but @jito_sol and @LidoFinance seem quite undervalued here. Staking ETFs + potential DAT deployment on chain Huge news today for Jito Solana and defi in the US The @vaneck_us JitoSOL ETF S-1 was just published - this will be the first 100% LST ETF We've long said a 100% staked ETF will offer investors the best product and we're excited to see @vaneck_us pushing forward here 🫡 https://t.co/nx0UyjYvlK Huge news today for Jito Solana and defi in the US The @vaneck_us JitoSOL ETF S-1 was just published - this will be the first 100% LST ETF We've long said a 100% staked ETF will" [X Link](https://x.com/anyuser/status/1958922260372496536) 2025-08-22T16:00Z [----] followers, [----] engagements "From July [--] to August [--] less than one month @BitMNR increased ETH per share by nearly 50%. Over the same period ETH rose from $3900 to $4600 a gain of close to 20%. Meanwhile mNAV fluctuated in a range of roughly [---] to [---] This is the calculation of $BMNR NAV per share This is the calculation of $BMNR NAV per share" [X Link](https://x.com/anyuser/status/1960097638407401852) 2025-08-25T21:51Z [----] followers, [----] engagements "1/ As crypto matures its following a familiar playbook: the cycle of unbundling and rebundling that reshaped SaaS fintech and marketplaces before it. Heres how DeFi is compressing decades of history into just a few years Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With cryptos application layer rebundling fast winners will know what to own what to share and when to do both. Learn more in a new blog by @LorenzoARK. https://t.co/mlrzNHJDCX Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With" [X Link](https://x.com/anyuser/status/1960710790614221220) 2025-08-27T14:27Z [----] followers, 27.4K engagements "Stablecoin supply on Ethereum going parabolic. Ethereum has been adding around $3B of stablecoin supply a week. $200B coming quickly" [X Link](https://x.com/anyuser/status/1961540505742852383) 2025-08-29T21:24Z [----] followers, [----] engagements "Aave just surpassed $53 billion in total deposits: - $28B in ETH and derivatives - $7B in BTC and derivatives - $15B in stablecoins If you assume in the next [--] months that ETH moves toward $10000 BTC toward $200000 and stablecoin supply doubles @aave's total deposits would grow to approximately $130 billion. That would rank @aave as the 18th-largest U.S. bank by deposits just behind @keybank and ahead of @HSBC USA and @allybank. Aave V4 will introduce Risk Premiums which allows the protocol to provide borrowing rates that better reflect risk. We've published a blog post detailing what Risk" [X Link](https://x.com/anyuser/status/1948475974502224279) 2025-07-24T20:10Z [----] followers, 36K engagements "L1 Fee Revenue Reality Check Q4 L1 Revenue: $700M - The lowest since peak Bear Market (Q4 22: $453M) Solana: Lowest since Q4'23: $17M Ethereum: Lowest since Q2'20: $35M (Pre-Defi summer) Hard to Ignore But increasingly convinced of this: L1s will be extremely valuable but some will not be valued on P/S multiples (Sorry @santiagoroel) The Fat Protocol Thesis on Fees alone is looking increasingly dead here. Value is shifting up the stack to apps. @Blockworks_ data https://twitter.com/i/web/status/2009016128471760985 https://twitter.com/i/web/status/2009016128471760985" [X Link](https://x.com/LorenzoARK/status/2009016128471760985) 2026-01-07T21:35Z [----] followers, 12.6K engagements "Since The Merge [----] days ago only 373k ETH net has been issued (accounting for the burn). In just the last [--] days ETH ETFs have pulled in 380k ETH. Thats [--] years of new supply eaten up in less than two weeks. Supply shock coming for BTC and ETH The bitcoin network only produces [---] bitcoin per day. Yesterday alone bitcoin ETFs bought [-----] bitcoin. There is unrelenting demand from corporations and institutional investors and thats colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK https://t.co/YgTlc9ij7z The bitcoin network only produces [---] bitcoin per day. Yesterday" [X Link](https://x.com/anyuser/status/1944071831251824801) 2025-07-12T16:30Z [----] followers, 386.1K engagements "The bitcoin network only produces [---] bitcoin per day. Yesterday alone bitcoin ETFs bought [-----] bitcoin. There is unrelenting demand from corporations and institutional investors and thats colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK" [X Link](https://x.com/anyuser/status/1943749566718787821) 2025-07-11T19:09Z [---] followers, 24.8K engagements "We think crypto particularly smart contract L1 tokens represents a distinct and transformative asset class. Ethereum stands out as foundational: it secures the on-chain economy via proof-of-stake enables transactions and acts as programmable collateral at the protocol layer. Given these unique properties were excited to explore purpose-built investment vehicles and strategies tailored to this emerging landscape. Excited to be backing @BitMNR and @fundstrat We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI" [X Link](https://x.com/anyuser/status/1948002026777976891) 2025-07-23T12:47Z [----] followers, 164.8K engagements "We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI Bitcoin Palantir $PLTR Glad to have her on our team for $BMNR .@ARKInvests investment in $BMNR is a vote of confidence that @fundstrat will be one of the winners as Ethereum powers DeFi (Decentralized Financial Services) in the winner takes most #DAT* space. Very happy to be in such good company: @foundersfund & @PanteraCapital .@ARKInvests investment in $BMNR is a vote of confidence that @fundstrat will be one of the winners as Ethereum powers DeFi" [X Link](https://x.com/anyuser/status/1947990101348454886) 2025-07-23T12:00Z 590K followers, 245K engagements "Ethereums inflation is running at just 0.74% annually with sub [--] gwei gas. Since April 2nd ETH DATs have bought 3.57M ETHenough to offset [--] years of issuance. Add the 2.4M ETH accumulated by ETFs since April Thats [---] years of inflation neutralized. Supply shock" [X Link](https://x.com/LorenzoARK/status/1955648004049813577) 2025-08-13T15:09Z [----] followers, 84.3K engagements "Probably the best empirical evidence of this article. The Smoot-Hawley Tariff (1930) led to a collapse in trade (-70%) the stock market (-89%) and employment without improving the trade balance. Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs. The historical perspectiveback to the 1920sand the logic are the best I have seen. Let us know what you think. https://t.co/JQUvhcZ5ez Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs." [X Link](https://x.com/anyuser/status/1912573247020736789) 2025-04-16T18:26Z [----] followers, 83.9K engagements "Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs. The historical perspectiveback to the 1920sand the logic are the best I have seen. Let us know what you think. https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/The%20Truth%20About%20Tariffs%20And%20Trade%20-%20ARK%20Invest%20Disclosure.pdf https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/The%20Truth%20About%20Tariffs%20And%20Trade%20-%20ARK%20Invest%20Disclosure.pdf" [X Link](https://x.com/anyuser/status/1912570368935473608) 2025-04-16T18:14Z 2M followers, 740.6K engagements "1/ Excited to announce that I have started a new position as a Research Associate within the Digital Asset team at @ARKInvest Thrilled to work alongside @yassineARK @dpuellARK @downingARK and Waihan. Ill be focusing on the longer tail of assets within crypto -" [X Link](https://x.com/anyuser/status/1813303302072774761) 2024-07-16T20:02Z [----] followers, 213.7K engagements "Tether just dropped its Q2 [----] attestation $157B USD in circulation (+$20B YTD) $4.9B Q2 net profit / $5.7B YTD $127B+ in U.S. Treasuries (among the worlds largest holders) $5.47B equity buffer @tether and @circle are on track to eclipse Norways entire US Tbill holdings in the coming months" [X Link](https://x.com/anyuser/status/1951064134537101754) 2025-07-31T23:35Z [----] followers, 76.9K engagements "1/5 Amid some of the most bearish sentiment surrounding ETH this article outlines several reasons why we believe Ethereum and ETH the asset stand out. https://www.ark-invest.com/articles/analyst-research/why-ether-stands-out-among-digital-assets https://www.ark-invest.com/articles/analyst-research/why-ether-stands-out-among-digital-assets" [X Link](https://x.com/anyuser/status/1846218881938890891) 2024-10-15T15:57Z [----] followers, 51.4K engagements "1/ Stablecoins might quietly become one of the most important allies of the US government. Why Theyre stepping in as major buyers of US debt right as traditional foreign demand is fading. 🧵Lets break it down: https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally" [X Link](https://x.com/anyuser/status/1930743721353474373) 2025-06-05T21:49Z [----] followers, 214.7K engagements "DeFi lending has officially surpassed CeFi lending Despite ongoing market volatility and macro uncertainty were seeing strong secular trends in DeFi that continue to unfold regardless of short-term conditions. Since Q4 [----] the growth has been clear: 📊 Futures trading: DeFis share grew from 1.6% 7% 💹 Spot trading: DeFis share increased from 7% 20% 🏦 Lending: DeFis share surged from 15% over 60% DeFi isnt just surviving its scaling" [X Link](https://x.com/anyuser/status/1912134270509871535) 2025-04-15T13:21Z [----] followers, 183.5K engagements "@coatuemgmt ($70B AUM) and Altimeter ($13B AUM) are two of the top crossover funds in the world right now investing in both public and private markets. Few thoughts after hearing Phillippe Laffont talk about Bitcoin and the rest of the market at the East meets West Conference: 1) We're still so early. Neither fund has exposure to BTC yet but they know its on its way to becoming the biggest asset/company in the world. 2) @plaffont made a curious statement: retail got there first. This is the only asset class where early users not Wall Street understood the value and front-ran the institutions" [X Link](https://x.com/anyuser/status/1937559344540999795) 2025-06-24T17:12Z [----] followers, 151.3K engagements "One of the biggest miscalculations in the criticism of L2s and Ethereums rollup centric roadmap is the assumption that fintechs and exchanges coming onchain would prioritize deploying where liquidity and atomic composability already exist. Prioritizing fast and high-performance execution where the state is ubiquitous. What we underestimated is their desire for control specifically their focus on owning and operating their own execution environment. They dont need existing on chain liquidity or composability. In fact they are the liquidity. @RobinhoodApp has [--] million funded accounts and $255" [X Link](https://x.com/anyuser/status/1947445938479308891) 2025-07-21T23:57Z [----] followers, 20.9K engagements "Some thoughts on @jito_labs @jito_sol is quickly emerging as the dark horse of the Solana ecosystem. If you're bullish on increased activity on @solana Jito might be the smartest way to position yourself for that growth. In the last [--] hours @Jito has become the 3rd highest app by fees generated with $2.18M trailing only Ethereum $2.81M and @LidoFinance $2.23M. Data per @DefiLlama @jito_sol is often seen as a blend of @LidoFinance @flashbotsmev and @eigencloud especially with their new restaking primitive for projects to leverage. The value accrual from this isnt entirely clear aside from" [X Link](https://x.com/anyuser/status/1821947809333178689) 2024-08-09T16:33Z [----] followers, 26.5K engagements "Were living through history. Hyperscalers are projected to invest over $1 trillion in CAPEX over the next [--] years. Putting this boom among the largest capital deployments in history (2025-adjusted): 1) WWII $5.3T 2) Chinas Belt & Road (still ongoing) $1.3T 3) Hyperscalers $1.0T 4) US Interstate System $770B 5) WWI $550B 6) Apollo Program $309B AI and software are really eating the world" [X Link](https://x.com/anyuser/status/1945553593194430898) 2025-07-16T18:38Z [----] followers, 22.7K engagements "I think there are three working theories that need to be discussed here: 1) ETF flows have fundamentally changed the market structure. BTC and ETH gains are no longer being recycled into alts. We will see a severe bifurcation in the market. 2) We are still too early in the cycle. We will get a proper alt season but only for a select group of assets. Not everything will hit all-time highs. It's a return to quality and the right horses need to be picked. 3) We are in the early pre-expansion phase (blue circle in the graph January 2021) where gains in BTC need to materialize before we get into" [X Link](https://x.com/anyuser/status/1818729305234694523) 2024-07-31T19:23Z [----] followers, 42.5K engagements "bitcoin dominance at its highest level in three years ETF flows fundamentally altering market dynamics - no longer do BTC gains cycle into alts and the longer tail of crypto assets h/t @TheBlock__ https://www.theblock.co/post/308157/bitcoin-dominance-hits-highest-level-since-april-2021 https://www.theblock.co/post/308157/bitcoin-dominance-hits-highest-level-since-april-2021" [X Link](https://x.com/anyuser/status/1818694654654627927) 2024-07-31T17:06Z 278.7K followers, 138.5K engagements "APPLICATIONS vs INFRASTRUCTURE My thoughts on this never-ending debate Over the past few weeks through tweets articles and podcasts I have seen many people lamenting the underinvestment in applications compared to infrastructure particularly at the private early stage. This mini article provides my take on this well-known debate and why I believe this phenomenon is normal and likely to persist. The lack of investment in the app layer is leading people to believe this is why we do not have more apps with Product Market Fit (PMF). Additionally we are not seeing significant "infra fatigue" in" [X Link](https://x.com/anyuser/status/1818332806642090168) 2024-07-30T17:08Z [----] followers, 138.8K engagements "Is there too much investment in infrastructure leaving applications hanging out to dry in crypto Analysts @dylangbane @SteimetzKinji and @bloomberg_seth discuss this decade-long debate that has resurfaced in the community. Access the full report https://messari.io/report/the-infrastructure-vs-application-debate https://messari.io/report/the-infrastructure-vs-application-debate" [X Link](https://x.com/anyuser/status/1814821615357559270) 2024-07-21T00:36Z 492.9K followers, 46.8K engagements "For those of you looking at @BitMNR velocity and mNAV charts On July 13th @BitMNR held [------] ETH across approx 56M shares. With ETH at $2914 that implied [------] ETH/share or $8.45 per share. As of today @BitMNR holds [----] million ETH with a share count of [---] million. At an ETH price of $4700 that equates to [------] ETH/share or $32.43 per share. Over that 31-day period ETH increased 60% but ETH/share rose 130% in other words @fundstrat execution has been very much accretive to shareholders" [X Link](https://x.com/anyuser/status/1955718468801847508) 2025-08-13T19:49Z [----] followers, 21.2K engagements "1/ At its peak @GenesisTrading had originated over $50 billion in total loans. The opportunity for institutional lending in the crypto space is immense. @maplefinance has just surpassed $300 million in total deposits and $4 billion in total loans originated (8% of Genesis) STRATEGIC LANDSCAPE OF CRYPTO LENDING (Part 1) Brought to you by @maplefinance TLDR: A series on why crypto lending is growing who's competing how they stay ahead of the game and what the future holds. This series will cover the strategic landscape of crypto lending from STRATEGIC LANDSCAPE OF CRYPTO LENDING (Part 1)" [X Link](https://x.com/anyuser/status/1815437976387629546) 2024-07-22T17:25Z [----] followers, 14K engagements "STRATEGIC LANDSCAPE OF CRYPTO LENDING (Part 1) Brought to you by @maplefinance TLDR: A series on why crypto lending is growing who's competing how they stay ahead of the game and what the future holds. This series will cover the strategic landscape of crypto lending from partnerships and market positioning to growth catalysts and global dynamics. The landscape of crypto lending is evolving rapidly. To thrive crypto lending platforms must distinguish themselves from traditional alternative lending strategies. Key areas of differentiation include yield liquidity integrations tokenization" [X Link](https://x.com/anyuser/status/1812836543494520893) 2024-07-15T13:08Z [----] followers, 11.9K engagements "Sharplink is set to buy $5B worth of ETH through a common stock offering. At todays prices thats over [---] million ETH. Since the Merge (2 years [---] days ago) Ethereum supply has only increased by 389K ETH. In other words: @sharplink is buying 3.6x all ETH issued since the Merge. Thats enough to rewind ETH supply to July [----] And thats before counting any spot ETF flows" [X Link](https://x.com/anyuser/status/1946209346796560630) 2025-07-18T14:04Z [----] followers, 23.3K engagements "0/ Yesterday @BlackRock released its annual investor letter. Out of [--] pages [--] are dedicated to digital assets and specifically Bitcoin's role as a potential reserve currency and the power of tokenization. Here is some of the key takeaways" [X Link](https://x.com/anyuser/status/1906784735814144348) 2025-03-31T19:04Z [----] followers, 20.8K engagements "0/ @circle just announced its IPO filing yesterday. The rumored valuation is between $4B and $6B. Here are some thoughts on @circle financials and what this means for stablecoin issuers moving forward" [X Link](https://x.com/LorenzoARK/status/1907594776574308525) 2025-04-03T00:43Z [----] followers, 22K engagements "1/2 ARK's Big Ideas [----] is out and this year the spotlight is on Bitcoin stablecoins and scaling solutions/L2s. Stablecoins have completely reshaped the crypto landscape. The demand for permissionless transparent borderless and efficient access to crypto-native US dollars has surged. @tether @circle @SkyEcosystem and @ethena are among the highest revenue-generating companies/protocols in the crypto space. Every major financial institution is closely looking at Tethers financialsand for good reason. Tether closed H1 [----] with $5.2 billion in net income all with fewer than [---] employees" [X Link](https://x.com/anyuser/status/1887612877839749122) 2025-02-06T21:22Z [----] followers, 38.8K engagements "Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: http://ark-invest.com/big-ideas-2025 http://ark-invest.com/big-ideas-2025" [X Link](https://x.com/anyuser/status/1886762325144965620) 2025-02-04T13:02Z 812.7K followers, 2.6M engagements "Imagine if instead of just one @MicroStrategy you had two racing head-to-head to see who can accumulate the most ETH. Thats exactly whats happening right now. Both @BitMNR and @sharplink now hold more ETH than the Ethereum Foundation. They both have roughly [--] bips of the ETH supply. @MicroStrategy has roughly 3% of all the bitcoin supply. This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR" [X Link](https://x.com/anyuser/status/1945936315704398091) 2025-07-17T19:59Z [----] followers, 33.9K engagements "This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR 3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred = limited equity dilution By the way - $ETH has higher https://t.co/PJmLK8tLkG 3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred =" [X Link](https://x.com/anyuser/status/1945933551968424446) 2025-07-17T19:48Z 590K followers, 177.6K engagements "Is @xai 's acquisition of X value-accretive and if so in what ways Check out @wintonARK's analysis on vertical integration and what history tells us about this acquisition. https://t.co/XRclGPf4Uk https://t.co/XRclGPf4Uk" [X Link](https://x.com/anyuser/status/1907059417910067454) 2025-04-01T13:16Z [----] followers, 47K engagements "Vertical Integration In AI: X And xAI Join Forces & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. Vertical Integration In AI: X And xAI Join Forces By: Brett Winton Chief http://x.com/i/article/1906706346126319616 http://x.com/i/article/1906706346126319616" [X Link](https://x.com/anyuser/status/1906787427454476688) 2025-03-31T19:15Z 812.7K followers, 130.7K engagements "1/8 Aave DAO's financial strength is at an all-time high: ✅ $115M in cash reserves (+115% growth) ✅ Dominates DeFi lending revenue ✅ GHO supply $200M with strong revenue ✅ New income streams launching in 2025" [X Link](https://x.com/anyuser/status/1896996618484023567) 2025-03-04T18:50Z [----] followers, 35.9K engagements "@maplefinance continuing to grind higher almost $5B of total loans originated and almost $500M of TVL. Growth is clearly coming from @syrupfi lately" [X Link](https://x.com/anyuser/status/1839691930239709202) 2024-09-27T15:41Z [----] followers, [----] engagements "One of the most under-discussed stories in crypto imo USDe is now being accepted as margin collateral on the biggest derivatives exchanges. @ethena & @leptokurtic_ clealry know what they are doing. USDTs biggest moat has been being the most liquid stablecoin for trading BTC & ETH on major CEXes. USDe is making its way across the biggest platforms and having it as margin collateral is massive. Not only is Ethena printing real revenue but theyve built a truly unique product. Yes stablecoin competition will get crowded but @SkyEcosystem & @ethena both have a legit shot at long-term dominance" [X Link](https://x.com/anyuser/status/1898467249155170772) 2025-03-08T20:13Z [----] followers, [----] engagements "Stablecoin supply on Ethereum going parabolic. Ethereum has been adding around $3B of stablecoin supply a week. $200B coming quickly" [X Link](https://x.com/anyuser/status/1961540505742852383) 2025-08-29T21:24Z [----] followers, [----] engagements "0/8 @aave is leveling up. The biggest tokenomics upgrade is here bringing better tokenomics more rewards and a stronger AAVE. If you care about DeFis future and one the most important building blocks we have this should be of interest" [X Link](https://x.com/anyuser/status/1896996617129185576) 2025-03-04T18:50Z [----] followers, 16.9K engagements "Yesterday Bitcoin spot ETFs saw $799M in inflows. Ethereum $726M. Thats 91% of BTCs flows from an asset thats still only 18% of BTCs market cap. Reflexivity continues. Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP" [X Link](https://x.com/anyuser/status/1945833678648586677) 2025-07-17T13:11Z [----] followers, 28.1K engagements "Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April" [X Link](https://x.com/anyuser/status/1945812224188244065) 2025-07-17T11:46Z 183.9K followers, 148.8K engagements "@SkyEcosystem is currently trading at pre-2021 levels with a fully diluted valuation of around $800 million. Despite this the protocol is bringing close to $500 million in annual revenue. In [----] the supply of USDS and DAI has increased by over 60% reaching nearly $9 billion. USDS on Base and Solana has grown steadily now totaling $170 million in supply. The Surplus Buffer has doubled since September of last year. This surplus is utilized by the Smart Burn Engine to buy back MKR tokens which are then paired with DAI in the Uniswap V2 liquidity pool enhancing liquidity and supporting the" [X Link](https://x.com/anyuser/status/1890178050928619761) 2025-02-13T23:15Z [----] followers, 24.5K engagements "In the two days since the ETH/BTC breakout: Bitcoin spot ETF inflows: $700M Ethereum spot ETF inflows: $451M ETH now accounts for 64% of BTCs inflows yet its market cap is still only 16% of BTCs. People are underestimating the reflexivity between flows and price for the ETFs" [X Link](https://x.com/anyuser/status/1945471208125853961) 2025-07-16T13:10Z [----] followers, 14.3K engagements "Aave just surpassed $53 billion in total deposits: - $28B in ETH and derivatives - $7B in BTC and derivatives - $15B in stablecoins If you assume in the next [--] months that ETH moves toward $10000 BTC toward $200000 and stablecoin supply doubles @aave's total deposits would grow to approximately $130 billion. That would rank @aave as the 18th-largest U.S. bank by deposits just behind @keybank and ahead of @HSBC USA and @allybank. Aave V4 will introduce Risk Premiums which allows the protocol to provide borrowing rates that better reflect risk. We've published a blog post detailing what Risk" [X Link](https://x.com/anyuser/status/1948475974502224279) 2025-07-24T20:10Z [----] followers, 36K engagements "Aave V4 will introduce Risk Premiums which allows the protocol to provide borrowing rates that better reflect risk. We've published a blog post detailing what Risk Premiums are and why V4 will use them. Read it below" [X Link](https://x.com/anyuser/status/1948458080938983754) 2025-07-24T18:59Z 687.2K followers, 106.5K engagements "1/ As crypto matures its following a familiar playbook: the cycle of unbundling and rebundling that reshaped SaaS fintech and marketplaces before it. Heres how DeFi is compressing decades of history into just a few years Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With cryptos application layer rebundling fast winners will know what to own what to share and when to do both. Learn more in a new blog by @LorenzoARK. https://t.co/mlrzNHJDCX Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With" [X Link](https://x.com/anyuser/status/1960710790614221220) 2025-08-27T14:27Z [----] followers, 27.4K engagements "Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With cryptos application layer rebundling fast winners will know what to own what to share and when to do both. Learn more in a new blog by @LorenzoARK. https://www.ark-invest.com/articles/analyst-research/defi-is-following-the-saas-and-fintech-playbooks https://www.ark-invest.com/articles/analyst-research/defi-is-following-the-saas-and-fintech-playbooks" [X Link](https://x.com/anyuser/status/1960436577399722207) 2025-08-26T20:17Z 812.7K followers, 121.1K engagements "Robotaxis reusable rockets AI agents stablecoins robotics . This feels like one of the years where convergence is more relevant than ever. Big ideas coming very soonstay tuned my friends. ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a" [X Link](https://x.com/anyuser/status/1886490399079891115) 2025-02-03T19:02Z [----] followers, 27.9K engagements "ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: http://ark-invest.com/big-ideas-2025-waitlist http://ark-invest.com/big-ideas-2025-waitlist" [X Link](https://x.com/anyuser/status/1886425529038819606) 2025-02-03T14:44Z 812.7K followers, 597.3K engagements "Bitcoin whales moving 80k @RobinhoodApp launching their own L2. Things have been busy on the crypto side https://t.co/at50jZUM5L https://t.co/at50jZUM5L" [X Link](https://x.com/anyuser/status/1944857818601021715) 2025-07-14T20:33Z [----] followers, 29.9K engagements "With Grok [--] xAI Retakes The Large Language Model Lead & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. With Grok [--] xAI Retakes The Large Language Model Lead By: Jozef Soja http://x.com/i/article/1944809919259004928 http://x.com/i/article/1944809919259004928" [X Link](https://x.com/anyuser/status/1944812436705464610) 2025-07-14T17:33Z 812.7K followers, 179.2K engagements "The market has been craving crypto IPOs and rightfully so. Circle's S-1 filing has given investors a lot of valuable insights into the potential moatsor lack thereofsurrounding stablecoins. This is definitely worth a read. https://t.co/fxzmXKSRFB https://t.co/fxzmXKSRFB" [X Link](https://x.com/anyuser/status/1909324548929147342) 2025-04-07T19:17Z [----] followers, 36K engagements "Circles IPO Filing Offers Investors Valuable Insights Into The Stablecoin Giant & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. Circles IPO Filing Offers Investors Valuable Insights Into The Stablecoin http://x.com/i/article/1909313665657925632 http://x.com/i/article/1909313665657925632" [X Link](https://x.com/anyuser/status/1909323295092015607) 2025-04-07T19:12Z 811.5K followers, 71.2K engagements "New Bitcoin target deep dive into stablecoins and scaling solutions. Big Ideas is LIVE Download it and tell us what you think. Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb" [X Link](https://x.com/anyuser/status/1886847130733563998) 2025-02-04T18:39Z [----] followers, 26.5K engagements "Two years from now whats more likely [--] Arc Tempo and Dinari Chain all pivot to become L2s [--] Robinhood Base and Ink decide to launch their own L1s" [X Link](https://x.com/anyuser/status/1956471893445292427) 2025-08-15T21:43Z [----] followers, 37K engagements "@SkyEcosystem is in the vertical with the clearest PMF and strongest tailwinds in all of crypto. When you're underwriting these projects you should assume a baseline of 510x growth in stablecoin supply over the next [--] years. First it was about access to dollarsnow its about access to yield. The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point The @SkyEcosystem community call" [X Link](https://x.com/anyuser/status/1912579829356273762) 2025-04-16T18:52Z [----] followers, 10.8K engagements "The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point" [X Link](https://x.com/anyuser/status/1912577205919707202) 2025-04-16T18:41Z 134.8K followers, 26.4K engagements "Solana has consistently generated more MEV than Ethereum for the past three months. A significant factor contributing to this is @pumpdotfun which is driving most of the trading activity on Solana. Despite this this is impressive" [X Link](https://x.com/anyuser/status/1813521371785478189) 2024-07-17T10:29Z [----] followers, 16.9K engagements "Approximately 20% of stock trading volume in the U.S. is conducted through dark pools. Private peer-to-peer trading networks are now emerging on @arbitrum which fills a crucial gap if we want to attract institutional money into DeFi. No institution will engage in trading on crypto platforms if every order and trading intent is visible to the public. Congrats @renegade_fi Renegade the first on-chain dark pool is live on Arbitrum. Fully-private trading with zero MEV slippage or price impact. Dark pools account for nearly half of the TradFi market and Renegade unlocks dark pools for DeFi" [X Link](https://x.com/anyuser/status/1831614333073158563) 2024-09-05T08:44Z [----] followers, [----] engagements "Renegade the first on-chain dark pool is live on Arbitrum. Fully-private trading with zero MEV slippage or price impact. Dark pools account for nearly half of the TradFi market and Renegade unlocks dark pools for DeFi Here's how Renegade works 🧵 http://renegade.fi http://renegade.fi" [X Link](https://x.com/anyuser/status/1831384473524703311) 2024-09-04T17:30Z 12.5K followers, 229.5K engagements "EIP [----] was effectively the exact opposite of imposing tariffs on layer 2s. I think people in the ETH community are starting to turn the problem upside down. Allow for ultra cheap block space we will need much more of it in the future. Continue to scale the L1 increase the blob limit solve for L2 interoperability problem. Preconfs and sequencing at the validator level for L2s seems to be promising with native/based roll ups. Value accrual shouldn't be the priority right now it should be to scale and allow apps with Million+ users to deploy somehow on Ethereum. Hot take: Ethereum should issue" [X Link](https://x.com/anyuser/status/1887324739317940683) 2025-02-06T02:17Z [----] followers, 29.7K engagements "Hot take: Ethereum should issue some sort of tariffs on L2s immediately" [X Link](https://x.com/anyuser/status/1887280677877411975) 2025-02-05T23:22Z 75.2K followers, 151.2K engagements "Our updated Bitcoin model is live and we think its a great opportunity for people to explore where we are on the adoption curveand how we approach valuing the asset. Its a solid piece of work fron @dpuellARK and the team and wed love to hear your thoughts and feedback. Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY" [X Link](https://x.com/anyuser/status/1915511215171739815) 2025-04-24T21:00Z [----] followers, [----] engagements "Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://www.ark-invest.com/articles/valuation-models/arks-bitcoin-price-target-2030 https://www.ark-invest.com/articles/valuation-models/arks-bitcoin-price-target-2030" [X Link](https://x.com/anyuser/status/1915498735875870983) 2025-04-24T20:11Z 812.7K followers, 238.5K engagements "ETH DATs closing in on 2% of total ETH supply" [X Link](https://x.com/anyuser/status/1955983828914172161) 2025-08-14T13:24Z [----] followers, [----] engagements "Binance Market Share dropping to 31% to a 4+ year low. Bybit and Upbit taking advantage of this. DEX to CEX spot trading volume ratio at an all-time high at 15%" [X Link](https://x.com/anyuser/status/1879899516025069828) 2025-01-16T14:32Z [----] followers, [---] engagements "@econoar If you are not able to listen to arguments against ETH then you have joined a cult my friend. I think @bankless actually a great job by inviting ETH bears" [X Link](https://x.com/anyuser/status/1828426379119001970) 2024-08-27T13:36Z [----] followers, [----] engagements "@jvb_xyz Maple only does overcollaterallized lending just as aave" [X Link](https://x.com/anyuser/status/1937855885151264814) 2025-06-25T12:50Z [----] followers, [----] engagements "+1.6B USD in USDe supply in the last week. Entering the next phase of expansion there is going to be ample room for @ethena to grow USDe supply and capture more of that funding rate revenue. Open interest usually grows much faster than marketcap in the bull market" [X Link](https://x.com/anyuser/status/1948389388007706945) 2025-07-24T14:26Z [----] followers, 21.8K engagements "Memecoins have always been extractive industrialized PvP gamesif you dont think so chances are youre the one being extracted from. People who go to Vegas to play slot machines or blackjack know theyre going to lose money. Most of them do it either for entertainment or as a way to detach from reality. At the end of the day the real moat here is addiction. Most investors I talk to in the memecoin complex always repeat the same rhetoric: "Memecoins are the trojan horse for SocialFitokenizing time attention fun onboarding users into DeFi etc." But lets be realnone of that has actually played out." [X Link](https://x.com/anyuser/status/1889502570072383494) 2025-02-12T02:31Z [----] followers, 18.6K engagements "Memecoins were once fun and pure but the industrialized trenches have turned a harmless PvP game into a predatory one dominated by insider edge. Traditional casino games and memecoins share a core design idea: a high return to player (RTP) that masks a built-in edge while delivering intermittent variable rewards to players. Traditional casino games like slots and blackjack offer high RTPs (90-99%+) meaning you might lose $1-10 in expectation on $100 of wagers. These games work because they leverage near-miss effects and the gamblers fallacy ensuring that the lure of a big win (variable" [X Link](https://x.com/anyuser/status/1889039321140961303) 2025-02-10T19:50Z 57.8K followers, 235.9K engagements "5/ With @syrupfi launching and the token migration coming very soon DeFi will soon have access to Maple's yield opportunities and lending infra. To me the key question is how to grow from $300M to $2B-$5B TVL and how to avoid a race to [--] from a fee perspective" [X Link](https://x.com/anyuser/status/1815437985586049375) 2024-07-22T17:25Z [----] followers, [---] engagements "0/6 What is SIMD-228 And why does it matter for @solana SIMD-228 is a proposal to make Solanas inflation market-driven instead of following a fixed disinflation schedule. It aims to optimize staking incentives & minimize unnecessary sell pressure" [X Link](https://x.com/anyuser/status/1897763423070335224) 2025-03-06T21:37Z [----] followers, 138.1K engagements "2/ @maplefinance has been steadily climbing back to the top. LPs have been paid over $58 million and outstanding loans have reached $153 million. Maple is one of the few lending desks that has survived the @FTX_Official @BlockFi and @CelsiusNetwork debacles" [X Link](https://x.com/anyuser/status/1815437979030049267) 2024-07-22T17:25Z [----] followers, [---] engagements "3/ @maplefinance has already surpassed their previous all-time high in monthly protocol revenue at $175K and is likely to reach $200K this month. Differentiation is key to attracting capital and @maplefinance has excelled with its diverse pools and strategies" [X Link](https://x.com/anyuser/status/1815437981236220285) 2024-07-22T17:25Z [----] followers, [---] engagements "@mdudas @balajis I mean this chart basically just shows the growth of internet and software" [X Link](https://x.com/anyuser/status/1880999258704527862) 2025-01-19T15:22Z [----] followers, [---] engagements "Stoked to have @rhadiARK joining the crypto team. Expect some killer research from him in the coming months. Stay tuned and give him a follow After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help advance the financial infrastructure of the next era. After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help" [X Link](https://x.com/anyuser/status/1942681273484599697) 2025-07-08T20:24Z [----] followers, 27.4K engagements "After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help advance the financial infrastructure of the next era" [X Link](https://x.com/anyuser/status/1942302374619668873) 2025-07-07T19:19Z [----] followers, 269K engagements "Whether you like them or not DATs are the biggest capital formation innovation in crypto since ICOs. Not even close" [X Link](https://x.com/anyuser/status/1956343176307909037) 2025-08-15T13:12Z [----] followers, [----] engagements "S&P one of the Big [--] rating agencies just gave @SkyEcosystem Protocol a B-. They looked at default risk on liabilities (DAI/USDS) risk-adjusted capital governance liquidity earnings quality and legal exposure. Yeah B- isnt great but the real story is this: DeFi is now being rated/covered like traditional finance that's a big shift" [X Link](https://x.com/anyuser/status/1953808544794357791) 2025-08-08T13:20Z [----] followers, [---] engagements "What are DATs How do they work Is this sustainable Check out our weekly newsletter https://t.co/XU92RkAhtO https://t.co/XU92RkAhtO" [X Link](https://x.com/anyuser/status/1950258154098610277) 2025-07-29T18:12Z [----] followers, 29.3K engagements "The Competition Between Tesla And Waymo Is Intensifying & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. The Competition Between Tesla And Waymo Is Intensifying By: Daniel http://x.com/i/article/1949849172091211776 http://x.com/i/article/1949849172091211776" [X Link](https://x.com/anyuser/status/1949852162449711488) 2025-07-28T15:19Z 812.7K followers, 323.2K engagements "4/8 🏦 Introducing Anti-GHO: A new revenue-sharing model 💡 Stakers earn Anti-GHO a non-transferable token: 🔸 Burn 1:1 against GHO debt (free debt reduction) 🔸 Convert to StkGHO for extra rewards 🔹 Funded by 50% of GHO protocol revenue ($6M/year)" [X Link](https://x.com/anyuser/status/1896996622665671039) 2025-03-04T18:50Z [----] followers, [---] engagements "1/ Lido DAO Dynamic Buyback Proposal @LidoFinance is proposing a dynamic LDO buyback program funded directly from treasury balances (not protocol revenue). I think the proposal comes from a good place but honestly its too early and feels like a bad idea. Let's unpack this" [X Link](https://x.com/anyuser/status/1953965302787592399) 2025-08-08T23:43Z [----] followers, 18.3K engagements "Hard to see us near the top when leverage is still way lower than [----]. Lending/borrowing is picking up but so are ETH and BTC market caps. Worth keeping an eye on but feels like we hit new ATHs before this cycle is done. Data from @galaxyhq" [X Link](https://x.com/anyuser/status/1958525020117897328) 2025-08-21T13:42Z [----] followers, [----] engagements "@hosseeb RWAs and stablecoins are going to be the main driver of L1 valuations in the next [--] years. L2 roadmap is optimal for this. ETH looks cheap compared to any L1 based on this" [X Link](https://x.com/anyuser/status/1915086617326334193) 2025-04-23T16:53Z [----] followers, [----] engagements "3/8 🔥 AAVE Buyback & Distribution Program 💵 $1M AAVE buybacks per week for [--] months 📊 Buybacks will scale based on revenue 🎯 Goal: Long-term AAVE sustainability & tighter supply control" [X Link](https://x.com/anyuser/status/1896996621315195156) 2025-03-04T18:50Z [----] followers, [---] engagements "@RyanWatkins_ @solana Any of these metrics potentially warrant an asterisk given that they are all downstream of the memecoin mania" [X Link](https://x.com/anyuser/status/1856355182562451546) 2024-11-12T15:15Z [----] followers, [----] engagements "4/ As the space grows the demand for more sophisticated and better risk-adjusted yields will undoubtedly increase. I believe we'll see a shift towards tokens with genuine PMF revenue and minimal incentives. @maplefinance is a strong candidate for this re-rating imo" [X Link](https://x.com/anyuser/status/1815437983698297229) 2024-07-22T17:25Z [----] followers, [---] engagements "This is awesome and seriously much needed in the space. Theres a huge opportunity to help institutionalize the industry in a thoughtful way. One of the main reasons alts are still lagging is that TradFi investors see them as too opaque. This is a great step forward but I really think theres room to build a Moodys of crypto and Im convinced funds would pay up for it. [--]. Rate the Creditworthiness of Stablecoins and Protocols Assess reserve backing counterparty exposure audit transparency and redemption risk for stablecoins Solvency and economic sustainability for pools and protocols such as" [X Link](https://x.com/anyuser/status/1935369944092266620) 2025-06-18T16:12Z [----] followers, 36.1K engagements "Token markets are broken. We believe the solution is token disclosures. No one else wanted to build it so we took it on. It's a massive endeavor but one that I genuinely believe will push the industry forward. Stoked to unveil the Token Transparency Framework our standardized open-source disclosure framework. This will go down as our most important contribution to the industry. 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq" [X Link](https://x.com/anyuser/status/1935339579109740712) 2025-06-18T14:11Z 129.3K followers, 57.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LorenzoARK Lorenzo Valente
Lorenzo Valente posts on X about crypto, ethereum, share, bitcoin the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +30%
- [--] Month [-------] +4,159%
- [--] Months [---------] -32%
- [--] Year [---------] +373%
Mentions: [--] #
- [--] Week [--] +4.40%
- [--] Month [--] +833%
- [--] Months [---] -4.90%
- [--] Year [---] +102%
Followers: [---------] #
- [--] Week [-----] +7.80%
- [--] Month [-----] +33%
- [--] Months [-----] +62%
- [--] Year [-----] +398%
CreatorRank: [-------] #
Social Influence
Social category influence finance 61.6% cryptocurrencies 44.4% stocks 15.6% technology brands 8.4% exchanges #1002 currencies 4.8% financial services 2% social networks 1.2% automotive brands 0.4%
Social topic influence crypto 19.6%, ethereum 18.8%, share 12.8%, bitcoin 12.4%, stablecoins 11.2%, defi 10%, solana 8.4%, liquidity 7.2%, future 7.2%, the most 6%
Top accounts mentioned or mentioned by @arkinvest @circle @bitmnr @skyecosystem @aave @solana @ethena @coinbase @lorenzoark @dpuellark @lidofinance @fundstrat @robinhoodapp @maplefinance @cathiedwood @kylesamani @arbitrum @rhadiark @tether @arkinvests
Top assets mentioned Ethereum (ETH) Bitcoin (BTC) Solana (SOL) Coinbase Global Inc. (COIN) BITMINE IMMERSION TECH (BMNR) Robinhood Markets, Inc. (HOOD) USDC (USDC) SharpLink Gaming (SBET)
Top Social Posts
Top posts by engagements in the last [--] hours
"1/ Yesterday we were extremely excited to share that ARK Invest is partnering with @LayerZero_Core on their upcoming Layer [--] blockchain Zero and that @CathieDWood will be joining Zeros advisory board. A Big thread to understand what happened 🧵"
X Link 2026-02-11T17:41Z [----] followers, 194.8K engagements
"First @Uniswap then @aave the blue-chip DeFi tokens are setting the tone and leading by example. Aave just dropped AWW (Aave Will Win) a framework designed to position Aave for the next era of DeFi and for the next trillions of dollars that will move on-chain. The core ask: the DAO ratifies a new operating model: - 100% Aave-branded product revenue DAO - Aave V4 becomes the core foundation - Brand protection framework - Budget to fund growth + execution This is exactly what will bring credibility back to DeFi tokens. Huge for AAVE https://twitter.com/i/web/status/2022070328394952707"
X Link 2026-02-12T22:08Z [----] followers, 56.2K engagements
"1/ Stablecoins might quietly become one of the most important allies of the US government. Why Theyre stepping in as major buyers of US debt right as traditional foreign demand is fading. 🧵Lets break it down: https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally"
X Link 2025-06-05T21:49Z [----] followers, 214.7K engagements
"Were living through history. Hyperscalers are projected to invest over $1 trillion in CAPEX over the next [--] years. Putting this boom among the largest capital deployments in history (2025-adjusted): 1) WWII $5.3T 2) Chinas Belt & Road (still ongoing) $1.3T 3) Hyperscalers $1.0T 4) US Interstate System $770B 5) WWI $550B 6) Apollo Program $309B AI and software are really eating the world"
X Link 2025-07-16T18:38Z [----] followers, 22.7K engagements
"I think ETH is starting to look really uniquely positioned from a macro perspective. A few thoughts: 1) Store-of-valueness + quantum: Quantum is a real long-term threat. Maybe not next [--] years but markets are forward-looking. If you want an asset you can set-and-forget for 20+ years you want quantum on the roadmap. The Ethereum Foundation making it a priority matters a lot for ETHs SOV credibility. 2) AI makes immutable forever a tougher sell: With LLMs cranking out code (and finding bugs) at insane speed the idea that any complex system can be perfectly safe and never need upgrades is"
X Link 2026-01-26T01:16Z [----] followers, 159.7K engagements
"As DATs are clearly struggling some thoughts from a public asset manager perspective. When we started the DAT journey we had [--] assumptions we felt very strongly about: 1) DATs were a capital formation/accumulation play and it was going to be a severe winner takes most market size and velocity were always going to be power law. 2) The asset that you buy is actually very important. Today most DATs are clearly hitting a wall. Theyve either bought the wrong asset are too small to scale meaningfully or have adopted the wrong capital accumulation strategy. We dont think the space is dead but we"
X Link 2026-01-29T20:25Z [----] followers, [----] engagements
"Its becoming pretty clear that perp DEXs sit at the center of a healthy DeFi ecosystem. They attract liquidity users/whales risk capital and they play an essential role in price discovery and risk management. If youre not meaningfully present in those areas its hard to underwrite a thriving DeFi stack and by extension a valuable L1. Ethereum (e.g. @Lighter_xyz early Dydx GMX) Solana (@DriftProtocol @Bulletxyz @JupiterExchange ) and to some extent BNB (@Aster_DEX ) have understood this well. So why arent L1s like Avalanche TON NEAR and Tron to name a few leaning into this more aggressively"
X Link 2026-02-02T01:58Z [----] followers, [---] engagements
"Ethereum Solana Solana Twilio Lets play a game of what would you rather own - at similar valuations $400B SpaceX Ethereum $100B Stripe Solana $80B Revolut Solana $20B Twilio Chainlink Lets play a game of what would you rather own - at similar valuations $400B SpaceX Ethereum $100B Stripe Solana $80B Revolut Solana $20B Twilio Chainlink"
X Link 2026-02-02T20:02Z [----] followers, [----] engagements
"COMEX is the biggest venue for silver futures globally the benchmark for silver price discovery. On Friday it traded [------] contracts $143B notional. Meanwhile @HyperliquidX (via HIP-3 builder codes) just logged its 4th straight day $1B and did $3B on Friday about 2% of COMEX silver notional. If perp DEXs can seriously tap commodities/RWA futures theyre stepping into markets orders of magnitude larger. Btw COMEX has been around for centuries the Silver HIP-3 market probably a few weeks/months. https://twitter.com/i/web/status/2018454508586533318"
X Link 2026-02-02T22:40Z [----] followers, 13.9K engagements
"I think theres a lot of confusion about what @fundstrat is doing. These arent unrealized losses in any meaningful sense if you invested in an ETH DAT youre effectively long ETH so the benchmark is ETH not USD. ETH/share has increased materially since inception and the share price will naturally fluctuate with ETHs price. BMNR is now sitting on a -$6.6 Billion dollar unrealized LOSS on the ETH they've accumulated. This is ETH in the future that will be sold putting a future ceiling on ETH prices. Tom Lee was the final exit liquidity for OG ETH whales to get out of their worthless token."
X Link 2026-02-04T14:56Z [----] followers, [----] engagements
"This piece builds on a really interesting podcast conversation with Dr. Laffer and Tether CEO @paoloardoino. If you want to know more on Tethers origin story plus some historical perspective on private money and how stablecoins could evolve give it a read. Private money isnt new the rails are. After stablecoin supply volume and active users surged to all-time highs in [----] this blog from @LorenzoARK explores how stablecoins emerged the technology behind them and where they could be headed next. https://t.co/L7Xu0Fc24Q Private money isnt new the rails are. After stablecoin supply volume and"
X Link 2026-02-05T20:22Z [----] followers, 19K engagements
"Perfect stress test for the buyback-and-burn maxis. Tokens down 80% in a month (like everything else) and all those buybacks didnt matter. Now youre wishing that capital had gone into product or the treasury. Revenues also down 80% it doesnt even cover opex at this point and you are wondering how much this drawdown will last https://twitter.com/i/web/status/2019570193719001097 https://twitter.com/i/web/status/2019570193719001097"
X Link 2026-02-06T00:33Z [----] followers, [--] engagements
"Perfect stress test for the buyback-and-burn maxis. Tokens down 80% in a month (like everything else) and all those buybacks didnt matter. Now youre wishing that capital had gone into product or the treasury. Revenues also down 80% it doesnt even cover opex at this point and you are wondering how long this drawdown will last https://twitter.com/i/web/status/2019571107464933473 https://twitter.com/i/web/status/2019571107464933473"
X Link 2026-02-06T00:37Z [----] followers, [---] engagements
"Bear markets and drawdowns are often the only moments that force real reprioritization and true pivots. Time and capital become scarcer and the urgency to ship gets real. EF deprioritizing L2s and more apps deploying on L1 feels like the start of that shift. If the L1 path keeps improving more teams will choose it which in turn raises the bar for the EF and devs to move faster because the alternative isnt theyll just go to an L2 its that theyll leave the ecosystem entirely. A quick update on ENSv2: we have made the decision to deploy ENSv2 exclusively on Ethereum L1 and to cease development"
X Link 2026-02-06T20:23Z [----] followers, 13.8K engagements
"@KyleSamani I dont think its too little too late but I do think the window is narrowing not just for Ethereum but for other L1s as well. That said theres still a lot of room to innovate at the L1 level and with the right team its absolutely still possible to get from [--] to 1"
X Link 2026-02-06T21:53Z [----] followers, [---] engagements
"7/QMDB fixes this at the root by making the storage layer itself Merkle-aware: state reads become [--] SSD read updates are O(1) I/O Benchmark: 2.28M state updates/sec 1M native transfers/sec"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"8/Its worth noting: @monad DB is one of the closest efforts in spirit it makes the Merkle tree itself SSD-native and async removing layers of indirection"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"9/ Zero goes one step further: fewer total I/Os required in the first place Merkle work moved out of the disk path entirely tighter coupling with execution scheduling (FAFO"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"10/ Scaling isnt just make blocks bigger. The real enemy is contention too many transactions trying to touch the same popular accounts/contracts which forces chains to process things one-by-one. FAFO tackles this by ordering transactions before the block is finalized so the ones that dont interfere with each other can run in parallel"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"11/ In benchmarks REVM + FAFO hits roughly 1.1M simple transfers/sec and 0.56M ERC20 transfers/sec on a single node while still producing full cryptographic state commitments each block (made practical by QMDB)"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"12/ The big implication: you can push toward web-scale throughput without immediately defaulting to sharding which often adds complexity fragmentation and new security assumptions"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"13/The last bottleneck is bandwidth / propagation: At high TPS broadcast full blocks + have every node re-execute becomes the limiter. Zero uses ZK to decouple execution from verification moving from homogeneous replication to a heterogeneous architecture"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"14/ But validity proofs alone arent enough. You still need scalable data availability. Zero solves this with SVID (Scalable Verifiable Information Dispersal) a high-throughput DA layer where validators dont download full blocks only cryptographic commitments and small data shares. https://twitter.com/i/web/status/2021640746323902749 https://twitter.com/i/web/status/2021640746323902749"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"19/ ZeroOS tackles this head-on by moving the integration point to a language-agnostic layer. That means verifiable apps can: use standard compilers & toolchains avoid fragile zk-specific forks link only the pieces they actually need"
X Link 2026-02-11T17:41Z [----] followers, [---] engagements
"20/ Put together Zero looks like a full-stack execution rethink aligned with Ethereums endgame: QMDB removes the Merkle/state bottleneck FAFO lets EVM execution fully use modern CPUs SVID removes propagation limits ZeroOS + vApps make zkEVM-style verifiability shippable today https://twitter.com/i/web/status/2021640754762801417 https://twitter.com/i/web/status/2021640754762801417"
X Link 2026-02-11T17:41Z [----] followers, [---] engagements
"22/ What this enables: consumer-grade validation at serious scale high-frequency applications that remain fully verifiable richer light clients & stateless validation a credible path to internet-scale trust-minimized apps"
X Link 2026-02-11T17:41Z [----] followers, [---] engagements
"23/ Last but not least: the most important part here is the team. Weve gotten to know Bryan and the LayerZero team over time and what theyve already achieved with LayerZero speaks for itself. Building foundational infrastructure requires teams willing to swing hard at the opportunity. Were confident this is that team. https://twitter.com/i/web/status/2021640759427158486 https://twitter.com/i/web/status/2021640759427158486"
X Link 2026-02-11T17:41Z [----] followers, [---] engagements
"24/ One last point it is clear to us that Users developers institutions and investors are done with the same playbook: liquidity mining retroactive airdrops and mercenary incentives that burn treasuries attract the wrong userbase and deliver little lasting retention or real liquidity. https://twitter.com/i/web/status/2021640761314619570 https://twitter.com/i/web/status/2021640761314619570"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"@A_Leutenegger @Uniswap @aave Very cool initiative"
X Link 2026-02-12T23:18Z [----] followers, [---] engagements
"Again maybe you are right but this was the question: "Hey guys good morning. Congrats on the new Helios announcement. Just maybe go back to price action here and Bitcoin and some of the other coins real quick. I know Mike you know that you had the big OG profit-taking. You know we've heard things about you know maybe a little over-leverage in the system. You know is Bitcoin a risk asset Is it store value Is it trying to be both Just you know it was a little surprising to see and I think it was surprising to everyone to see you know that price action. You know maybe just some more color on you"
X Link 2026-02-03T15:40Z [----] followers, [---] engagements
"A lot has been said about corpo chains and why theyve been unsuccessful in the past. I think @tempo from a talent perspective is probably the closest to really swing hard at the opportunity. @matthuang @dwr @gakonst @dankrad @danrobinson Theyve all built or helped build massive products/companies in crypto. This is probably the most crypto-native team from an experience perspective you can have to build an L1 chain. Theyll pull in a lot more talented devs from dying L1 foundations and top protocols. https://twitter.com/i/web/status/2020905785610408285"
X Link 2026-02-09T17:01Z [----] followers, [---] engagements
"5/The core bet here is very simple: Zero isnt another chain. Its a re-architecture of the [--] bottlenecks that have fundamentally capped blockchain usefulness: state storage / Merkleization execution parallelism under contention network bandwidth / propagation"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"6/ The EVM isnt what fails to scale state does. Today every balance or storage read walks a Merkle tree thats stored inside a generic database (think RocksDB/LevelDB). That means many random SSD reads per lookup heavy rewrite/compaction costs on updates and Merkle work competing with execution. CPUs wait on storage. https://twitter.com/i/web/status/2021640734621716768 https://twitter.com/i/web/status/2021640734621716768"
X Link 2026-02-11T17:41Z [----] followers, [----] engagements
"Golds market cap as a % of US M2 just hit 170%+. This is an all-time high matching the Great Depression (1934) and above the [----] inflation peak. Historically extremes in this ratio show up around macro stress/dollar regime shifts and often mark turning points (1980 preceded a 60%+ gold drawdown). This feels like a pivot moment again: theres no real consensus and thats exactly why there may be a lot of alpha for whoevers right from here. https://twitter.com/i/web/status/2017276636480061896 https://twitter.com/i/web/status/2017276636480061896"
X Link 2026-01-30T16:40Z [----] followers, 560.2K engagements
"At this point is triple-triple-double-double just not the right mental model anymore Anthropics revenue growth is just absurd: 2021: founded 2022: $10M 2023: $100M (10x) 2024: $1B (10x) 2025: $9B (9x) 2026: $25B - $30B Even our beloved HYPE can't compete here"
X Link 2026-02-13T03:08Z [----] followers, [----] engagements
"@RyanWatkins_ @solana Any of these metrics potentially warrant an asterisk given that they are all downstream of the memecoin mania"
X Link 2024-11-12T15:15Z [----] followers, [----] engagements
"Binance Market Share dropping to 31% to a 4+ year low. Bybit and Upbit taking advantage of this. DEX to CEX spot trading volume ratio at an all-time high at 15%"
X Link 2025-01-16T14:32Z [----] followers, [---] engagements
"@mdudas @balajis I mean this chart basically just shows the growth of internet and software"
X Link 2025-01-19T15:22Z [----] followers, [---] engagements
"I am not worried about the competitive landscape and base dominance we are still early Unichain needs to launch worldcoin on OP stack MegaETH etc. But one thing is pretty clear regarding Ethereum's relevance and the dynamic with Solana. Without Base last year I think it is safe to say that Ethereum would be in a lot of trouble. Coinbase/Base not only have onboarded a lot of people/apps but they are working on several EIPs wallet/account abstraction payments integrations wrapped bitcoin non-custodial borrowing Ai agents etc. Most of the activity but also the innovation has come out of Base."
X Link 2025-01-29T04:03Z [----] followers, [---] engagements
"Robotaxis reusable rockets AI agents stablecoins robotics . This feels like one of the years where convergence is more relevant than ever. Big ideas coming very soonstay tuned my friends. ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a"
X Link 2025-02-03T19:02Z [----] followers, 27.9K engagements
"@EffortCapital @metaproph3t I don't think any of these ledgers will be valued based on cash flows. SOL is in the early Ethereum days where we were celebrating fees and MEV until apps figure a way to accrue that"
X Link 2025-02-04T03:44Z [----] followers, [----] engagements
"New Bitcoin target deep dive into stablecoins and scaling solutions. Big Ideas is LIVE Download it and tell us what you think. Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb"
X Link 2025-02-04T18:39Z [----] followers, 26.5K engagements
"EIP [----] was effectively the exact opposite of imposing tariffs on layer 2s. I think people in the ETH community are starting to turn the problem upside down. Allow for ultra cheap block space we will need much more of it in the future. Continue to scale the L1 increase the blob limit solve for L2 interoperability problem. Preconfs and sequencing at the validator level for L2s seems to be promising with native/based roll ups. Value accrual shouldn't be the priority right now it should be to scale and allow apps with Million+ users to deploy somehow on Ethereum. Hot take: Ethereum should issue"
X Link 2025-02-06T02:17Z [----] followers, 29.7K engagements
"1/2 ARK's Big Ideas [----] is out and this year the spotlight is on Bitcoin stablecoins and scaling solutions/L2s. Stablecoins have completely reshaped the crypto landscape. The demand for permissionless transparent borderless and efficient access to crypto-native US dollars has surged. @tether @circle @SkyEcosystem and @ethena are among the highest revenue-generating companies/protocols in the crypto space. Every major financial institution is closely looking at Tethers financialsand for good reason. Tether closed H1 [----] with $5.2 billion in net income all with fewer than [---] employees"
X Link 2025-02-06T21:22Z [----] followers, 38.8K engagements
"Ethenas TVL is now well over $6 billion and still climbing fueled by the expansion of its basis trade strategy beyond Ethereum to Bitcoin and Solana perpetual markets. On top of that Ethena just rolled out USDtb a new stablecoin backed by BlackRocks tokenized money market funds. USDtb is designed to help weather market volatility and act as a reserve asset for USDe adding another layer of stability to the system. Exciting times Ethena was covered in @ARKInvest "Big Ideas 2025" full link below: https://t.co/VUKjA1jZiA Ethena was covered in @ARKInvest "Big Ideas 2025" full link below:"
X Link 2025-02-11T14:12Z [----] followers, [---] engagements
"Memecoins have always been extractive industrialized PvP gamesif you dont think so chances are youre the one being extracted from. People who go to Vegas to play slot machines or blackjack know theyre going to lose money. Most of them do it either for entertainment or as a way to detach from reality. At the end of the day the real moat here is addiction. Most investors I talk to in the memecoin complex always repeat the same rhetoric: "Memecoins are the trojan horse for SocialFitokenizing time attention fun onboarding users into DeFi etc." But lets be realnone of that has actually played out."
X Link 2025-02-12T02:31Z [----] followers, 18.6K engagements
"@SkyEcosystem is currently trading at pre-2021 levels with a fully diluted valuation of around $800 million. Despite this the protocol is bringing close to $500 million in annual revenue. In [----] the supply of USDS and DAI has increased by over 60% reaching nearly $9 billion. USDS on Base and Solana has grown steadily now totaling $170 million in supply. The Surplus Buffer has doubled since September of last year. This surplus is utilized by the Smart Burn Engine to buy back MKR tokens which are then paired with DAI in the Uniswap V2 liquidity pool enhancing liquidity and supporting the"
X Link 2025-02-13T23:15Z [----] followers, 24.5K engagements
"0/8 @aave is leveling up. The biggest tokenomics upgrade is here bringing better tokenomics more rewards and a stronger AAVE. If you care about DeFis future and one the most important building blocks we have this should be of interest"
X Link 2025-03-04T18:50Z [----] followers, 16.9K engagements
"1/8 Aave DAO's financial strength is at an all-time high: ✅ $115M in cash reserves (+115% growth) ✅ Dominates DeFi lending revenue ✅ GHO supply $200M with strong revenue ✅ New income streams launching in 2025"
X Link 2025-03-04T18:50Z [----] followers, 35.9K engagements
"2/8 Whats changing 🔹 New Aave Finance Committee (AFC) to manage treasury & incentives 🔹 LEND migration ends unlocking $65M in dormant AAVE 🔹 Umbrella protection system enhances protocol security 🔹 Better secondary liquidity management for AAVE"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"3/8 🔥 AAVE Buyback & Distribution Program 💵 $1M AAVE buybacks per week for [--] months 📊 Buybacks will scale based on revenue 🎯 Goal: Long-term AAVE sustainability & tighter supply control"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"4/8 🏦 Introducing Anti-GHO: A new revenue-sharing model 💡 Stakers earn Anti-GHO a non-transferable token: 🔸 Burn 1:1 against GHO debt (free debt reduction) 🔸 Convert to StkGHO for extra rewards 🔹 Funded by 50% of GHO protocol revenue ($6M/year)"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"5/8 Umbrella Protection Expansion 🛡 Protecting billions in user assets ⚡ Activated on Ethereum @avax @arbitrum @GnosisDAO Base & Sonic 💎 Yield farmers & institutions gain added security & liquidity stability"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"7/8 Why this matters 🔹 AAVE stays the #1 DeFi lending protocol 🔹 More sustainable rewards for stakers 🔹 Higher protocol revenue & security 🔹 Stronger cash reserves for long-term growth"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"8/8 Whats next 🔹 Phase 1: Establish AFC restructure liquidity launch buybacks 🔹 Phase 2: Full Anti-GHO rollout & new staking incentives 🔹 Governance votes (AIPs) will implement changes in stages"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"0/6 What is SIMD-228 And why does it matter for @solana SIMD-228 is a proposal to make Solanas inflation market-driven instead of following a fixed disinflation schedule. It aims to optimize staking incentives & minimize unnecessary sell pressure"
X Link 2025-03-06T21:37Z [----] followers, 138.1K engagements
"One of the most under-discussed stories in crypto imo USDe is now being accepted as margin collateral on the biggest derivatives exchanges. @ethena & @leptokurtic_ clealry know what they are doing. USDTs biggest moat has been being the most liquid stablecoin for trading BTC & ETH on major CEXes. USDe is making its way across the biggest platforms and having it as margin collateral is massive. Not only is Ethena printing real revenue but theyve built a truly unique product. Yes stablecoin competition will get crowded but @SkyEcosystem & @ethena both have a legit shot at long-term dominance"
X Link 2025-03-08T20:13Z [----] followers, [----] engagements
"0/ Yesterday @BlackRock released its annual investor letter. Out of [--] pages [--] are dedicated to digital assets and specifically Bitcoin's role as a potential reserve currency and the power of tokenization. Here is some of the key takeaways"
X Link 2025-03-31T19:04Z [----] followers, 20.8K engagements
"Is @xai 's acquisition of X value-accretive and if so in what ways Check out @wintonARK's analysis on vertical integration and what history tells us about this acquisition. https://t.co/XRclGPf4Uk https://t.co/XRclGPf4Uk"
X Link 2025-04-01T13:16Z [----] followers, 47K engagements
"0/ @circle just announced its IPO filing yesterday. The rumored valuation is between $4B and $6B. Here are some thoughts on @circle financials and what this means for stablecoin issuers moving forward"
X Link 2025-04-03T00:43Z [----] followers, 22K engagements
"We love to criticize Ethereum's roll-up-centric roadmap and honestly sometimes its fairmostly because of EF leadership and how slow the execution can be. But I think were going to see a shift over the next [--] months. When it comes to RWAs and stablecoins if you want enterprises to use them at scale you need compliance liquidity a better UX and probably more centralized setupslike the ability to roll back transactions for example. This is where roll-ups actually shine. They offer a lot of customization and let you monetize right away with the sequencer setup. Thats a big deal for"
X Link 2025-04-04T18:11Z [----] followers, [---] engagements
"The market has been craving crypto IPOs and rightfully so. Circle's S-1 filing has given investors a lot of valuable insights into the potential moatsor lack thereofsurrounding stablecoins. This is definitely worth a read. https://t.co/fxzmXKSRFB https://t.co/fxzmXKSRFB"
X Link 2025-04-07T19:17Z [----] followers, 36K engagements
"Cannot disagree more here. I think this is a two way street @coinbase owes @circle 20% ish of its enterprise value. If @coinbase were to acquire @circle they would have a hard time getting any distridution deals in any other exchange as they would see it directly competitive. Circle recently filed for an IPO but @MaelstromFund CIO @CryptoHayes isnt impressed 😑 Listen to his spicy take on the announcement 🌶 Listen now: https://t.co/OGEUUfTclu https://t.co/QFr9YBSvQk Circle recently filed for an IPO but @MaelstromFund CIO @CryptoHayes isnt impressed 😑 Listen to his spicy take on the"
X Link 2025-04-09T00:26Z [----] followers, [----] engagements
"DeFi lending has officially surpassed CeFi lending Despite ongoing market volatility and macro uncertainty were seeing strong secular trends in DeFi that continue to unfold regardless of short-term conditions. Since Q4 [----] the growth has been clear: 📊 Futures trading: DeFis share grew from 1.6% 7% 💹 Spot trading: DeFis share increased from 7% 20% 🏦 Lending: DeFis share surged from 15% over 60% DeFi isnt just surviving its scaling"
X Link 2025-04-15T13:21Z [----] followers, 183.5K engagements
"Probably the best empirical evidence of this article. The Smoot-Hawley Tariff (1930) led to a collapse in trade (-70%) the stock market (-89%) and employment without improving the trade balance. Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs. The historical perspectiveback to the 1920sand the logic are the best I have seen. Let us know what you think. https://t.co/JQUvhcZ5ez Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs."
X Link 2025-04-16T18:26Z [----] followers, 83.9K engagements
"@SkyEcosystem is in the vertical with the clearest PMF and strongest tailwinds in all of crypto. When you're underwriting these projects you should assume a baseline of 510x growth in stablecoin supply over the next [--] years. First it was about access to dollarsnow its about access to yield. The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point The @SkyEcosystem community call"
X Link 2025-04-16T18:52Z [----] followers, 10.8K engagements
"@hosseeb RWAs and stablecoins are going to be the main driver of L1 valuations in the next [--] years. L2 roadmap is optimal for this. ETH looks cheap compared to any L1 based on this"
X Link 2025-04-23T16:53Z [----] followers, [----] engagements
"Our updated Bitcoin model is live and we think its a great opportunity for people to explore where we are on the adoption curveand how we approach valuing the asset. Its a solid piece of work fron @dpuellARK and the team and wed love to hear your thoughts and feedback. Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY"
X Link 2025-04-24T21:00Z [----] followers, [----] engagements
"Every investor right now is trying to find a way to get exposure to stablecoins. Besides early-stage private deals and @circle's IPO there aren't many liquid pure crypto plays out there. But I think money markets like @aave and @MorphoLabs are probably going to be the biggest winners in this. @aave just keeps taking market share month after month"
X Link 2025-04-29T17:32Z [----] followers, [----] engagements
"The race for the trading super app is on 🚨Coinbase to buy Deribit for $2.9B ($700M cash 11M shares) in Crypto's Largest Ever M&A: WSJ https://t.co/s08UP26MQO 🚨Coinbase to buy Deribit for $2.9B ($700M cash 11M shares) in Crypto's Largest Ever M&A: WSJ https://t.co/s08UP26MQO"
X Link 2025-05-08T13:01Z [----] followers, [----] engagements
"The Investment Opportunity Report is live We've handpicked the highest-impact opportunities from our Big Ideas Report highlighting key trends shaping the digital asset landscape: - Stablecoins have already surpassed Visa & Mastercard in transaction volume. - Tether has achieved a record-breaking revenue year solidifying its dominance. - Layer [--] & [--] costs are continuing to decline making blockchain more accessible for users and applications. Stay ahead of the curve with key insights. http://ark-funds.com/investment-opportunity-report-2025 Meet "The Investment Opportunity Report"a strategic"
X Link 2025-05-16T17:22Z [----] followers, [----] engagements
"The reason non-sovereign SoVs are not cash flowproducing assets is basically: 1) Cash flows are volatilethey depend on market cycles and apps with PMF. Apps and companies die on an SoV timeframe (2050 years) so embedding that into the value of an SoV is hard. 2) For something to actually be considered a SoV you need some kind of critical mass. IMO somewhere above $5T is a decent threshold. At that point you wont have growth over 5% CAGR being realistic. So what multiple do you give that Probably not 50x P/E multiples. Say its 10xthen youd need to be generating $500B in cash annually. The Mag"
X Link 2025-05-19T17:01Z [----] followers, 34.7K engagements
"70% of USDC supply is on ETH + L2s. Ethereum + L2s also have 60% of the total stablecoin supply and 60% of the daily stablecoin transaction volume. @Circle IPO likely has many indirect beneficiaries but Ethereum is arguably the biggest one. Institutions can no longer afford to ignore Ethereums central role in the stablecoin economy. Circle trading at $85 up from $31 IPO price. Every investment bank and CEO is staring at this number right now saying "it's go time" Get ready for an onslaught of crypto IPOs. https://t.co/Qpxm4V42k7 Circle trading at $85 up from $31 IPO price. Every investment"
X Link 2025-06-05T18:12Z [----] followers, [---] engagements
"5/While headlines focus on tariffs and deglobalization stablecoins are quietly building a new digital moat for the USD. They could be the Feds stealth allies for the next decade"
X Link 2025-06-05T21:49Z [----] followers, [----] engagements
"This is awesome and seriously much needed in the space. Theres a huge opportunity to help institutionalize the industry in a thoughtful way. One of the main reasons alts are still lagging is that TradFi investors see them as too opaque. This is a great step forward but I really think theres room to build a Moodys of crypto and Im convinced funds would pay up for it. [--]. Rate the Creditworthiness of Stablecoins and Protocols Assess reserve backing counterparty exposure audit transparency and redemption risk for stablecoins Solvency and economic sustainability for pools and protocols such as"
X Link 2025-06-18T16:12Z [----] followers, 36.1K engagements
"Hot take: Circles revenue share agreement with Coinbase might be one of the smartest plays in the stablecoin wars. They're locking in distribution with a top [--] global exchange in the largest economy and building the fastest-growing blockchain thanks to @base. They also have a deal with Binance which gives them exposure to over [---] million user accounts globally. If you're another stablecoin issuer what's left OKX Bybit Huobi Thats a short list and some of them are already developing their own stablecoins or joining consortiums. I get the concerns around high distribution costs but if you had"
X Link 2025-06-23T23:57Z [----] followers, [---] engagements
"@coatuemgmt ($70B AUM) and Altimeter ($13B AUM) are two of the top crossover funds in the world right now investing in both public and private markets. Few thoughts after hearing Phillippe Laffont talk about Bitcoin and the rest of the market at the East meets West Conference: 1) We're still so early. Neither fund has exposure to BTC yet but they know its on its way to becoming the biggest asset/company in the world. 2) @plaffont made a curious statement: retail got there first. This is the only asset class where early users not Wall Street understood the value and front-ran the institutions"
X Link 2025-06-24T17:12Z [----] followers, 151.3K engagements
"@jvb_xyz Maple only does overcollaterallized lending just as aave"
X Link 2025-06-25T12:50Z [----] followers, [----] engagements
"Whether the rollup-centric roadmap is the best way to scale or drive ETH value is kind of beside the point here. The reality is with @RobinhoodApp now building on the @arbitrum stack you have the worlds top exchanges and apps with hundreds of millions of users building on Ethereum. @RobinhoodApp (Arbitrum) @coinbase (Optimism) @krakenfx (Optimism) @Bybit_Official (Mantle) @Securitize and @ethena (Arbitrum) @worldcoin (Optimism) Whether it is AI or tokenization/RWAs/Stablecoins probably the two biggest catalysts for the next three years these companies are choosing Ethereum. Rerating coming at"
X Link 2025-06-29T18:26Z [----] followers, [----] engagements
"Stoked to have @rhadiARK joining the crypto team. Expect some killer research from him in the coming months. Stay tuned and give him a follow After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help advance the financial infrastructure of the next era. After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help"
X Link 2025-07-08T20:24Z [----] followers, 27.4K engagements
"Since The Merge [----] days ago only 373k ETH net has been issued (accounting for the burn). In just the last [--] days ETH ETFs have pulled in 380k ETH. Thats [--] years of new supply eaten up in less than two weeks. Supply shock coming for BTC and ETH The bitcoin network only produces [---] bitcoin per day. Yesterday alone bitcoin ETFs bought [-----] bitcoin. There is unrelenting demand from corporations and institutional investors and thats colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK https://t.co/YgTlc9ij7z The bitcoin network only produces [---] bitcoin per day. Yesterday"
X Link 2025-07-12T16:30Z [----] followers, 386.1K engagements
"Bitcoin whales moving 80k @RobinhoodApp launching their own L2. Things have been busy on the crypto side https://t.co/at50jZUM5L https://t.co/at50jZUM5L"
X Link 2025-07-14T20:33Z [----] followers, 29.9K engagements
"If youre listening to the earnings calls of some of these huge TradFi companies and youre still not bullish enough youre not paying attention. On JPMorgans call this morning: An analyst asked how JPM plans to keep customers from switching to more convenient payment solutions like @circle and USDC. Another asked about their AI strategy why theyre not buying companies like @perplexity_ai instead of funneling so much into massive buybacks. JPMorgan CEO Jamie Dimon: We Are Going To Be Involved In Stablecoins And JPM Deposit Coins JPMorgan CEO Jamie Dimon: We Are Going To Be Involved In"
X Link 2025-07-15T14:01Z [----] followers, [---] engagements
"In the two days since the ETH/BTC breakout: Bitcoin spot ETF inflows: $700M Ethereum spot ETF inflows: $451M ETH now accounts for 64% of BTCs inflows yet its market cap is still only 16% of BTCs. People are underestimating the reflexivity between flows and price for the ETFs"
X Link 2025-07-16T13:10Z [----] followers, 14.3K engagements
"Yesterday Bitcoin spot ETFs saw $799M in inflows. Ethereum $726M. Thats 91% of BTCs flows from an asset thats still only 18% of BTCs market cap. Reflexivity continues. Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP"
X Link 2025-07-17T13:11Z [----] followers, 28.1K engagements
"Imagine if instead of just one @MicroStrategy you had two racing head-to-head to see who can accumulate the most ETH. Thats exactly whats happening right now. Both @BitMNR and @sharplink now hold more ETH than the Ethereum Foundation. They both have roughly [--] bips of the ETH supply. @MicroStrategy has roughly 3% of all the bitcoin supply. This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR"
X Link 2025-07-17T19:59Z [----] followers, 33.9K engagements
"*TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT *TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT"
X Link 2025-07-17T21:06Z [----] followers, [---] engagements
"Sharplink is set to buy $5B worth of ETH through a common stock offering. At todays prices thats over [---] million ETH. Since the Merge (2 years [---] days ago) Ethereum supply has only increased by 389K ETH. In other words: @sharplink is buying 3.6x all ETH issued since the Merge. Thats enough to rewind ETH supply to July [----] And thats before counting any spot ETF flows"
X Link 2025-07-18T14:04Z [----] followers, 23.3K engagements
"One of the biggest miscalculations in the criticism of L2s and Ethereums rollup centric roadmap is the assumption that fintechs and exchanges coming onchain would prioritize deploying where liquidity and atomic composability already exist. Prioritizing fast and high-performance execution where the state is ubiquitous. What we underestimated is their desire for control specifically their focus on owning and operating their own execution environment. They dont need existing on chain liquidity or composability. In fact they are the liquidity. @RobinhoodApp has [--] million funded accounts and $255"
X Link 2025-07-21T23:57Z [----] followers, 20.9K engagements
"We think crypto particularly smart contract L1 tokens represents a distinct and transformative asset class. Ethereum stands out as foundational: it secures the on-chain economy via proof-of-stake enables transactions and acts as programmable collateral at the protocol layer. Given these unique properties were excited to explore purpose-built investment vehicles and strategies tailored to this emerging landscape. Excited to be backing @BitMNR and @fundstrat We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI"
X Link 2025-07-23T12:47Z [----] followers, 164.8K engagements
"+1.6B USD in USDe supply in the last week. Entering the next phase of expansion there is going to be ample room for @ethena to grow USDe supply and capture more of that funding rate revenue. Open interest usually grows much faster than marketcap in the bull market"
X Link 2025-07-24T14:26Z [----] followers, 21.8K engagements
"What are DATs How do they work Is this sustainable Check out our weekly newsletter https://t.co/XU92RkAhtO https://t.co/XU92RkAhtO"
X Link 2025-07-29T18:12Z [----] followers, 29.3K engagements
"Tether just dropped its Q2 [----] attestation $157B USD in circulation (+$20B YTD) $4.9B Q2 net profit / $5.7B YTD $127B+ in U.S. Treasuries (among the worlds largest holders) $5.47B equity buffer @tether and @circle are on track to eclipse Norways entire US Tbill holdings in the coming months"
X Link 2025-07-31T23:35Z [----] followers, 76.9K engagements
"Bitmine @BitMNR now holds 833k ETH up from 625k ETH last week. Target is to accumulate 6M ETH over the next years. I think people are going to be surprised when a company with a handful of people is making near 100M USD in steady and predictible ARR. https://www.theblock.co/post/365425/tom-lees-bitmine-ethereum-treasury https://www.theblock.co/post/365425/tom-lees-bitmine-ethereum-treasury"
X Link 2025-08-04T13:23Z [----] followers, [---] engagements
"S&P one of the Big [--] rating agencies just gave @SkyEcosystem Protocol a B-. They looked at default risk on liabilities (DAI/USDS) risk-adjusted capital governance liquidity earnings quality and legal exposure. Yeah B- isnt great but the real story is this: DeFi is now being rated/covered like traditional finance that's a big shift"
X Link 2025-08-08T13:20Z [----] followers, [---] engagements
"1/ Lido DAO Dynamic Buyback Proposal @LidoFinance is proposing a dynamic LDO buyback program funded directly from treasury balances (not protocol revenue). I think the proposal comes from a good place but honestly its too early and feels like a bad idea. Let's unpack this"
X Link 2025-08-08T23:43Z [----] followers, 18.3K engagements
"ETH knocking on the door of an 8-year downtrend. Get above that blue line and the lights are out"
X Link 2025-08-09T17:58Z [----] followers, [----] engagements
"Ethereums inflation is running at just 0.74% annually with sub [--] gwei gas. Since April 2nd ETH DATs have bought 3.57M ETHenough to offset [--] years of issuance. Add the 2.4M ETH accumulated by ETFs since April Thats [---] years of inflation neutralized. Supply shock"
X Link 2025-08-13T15:09Z [----] followers, 84.3K engagements
"For those of you looking at @BitMNR velocity and mNAV charts On July 13th @BitMNR held [------] ETH across approx 56M shares. With ETH at $2914 that implied [------] ETH/share or $8.45 per share. As of today @BitMNR holds [----] million ETH with a share count of [---] million. At an ETH price of $4700 that equates to [------] ETH/share or $32.43 per share. Over that 31-day period ETH increased 60% but ETH/share rose 130% in other words @fundstrat execution has been very much accretive to shareholders"
X Link 2025-08-13T19:49Z [----] followers, 21.2K engagements
"ETH DATs closing in on 2% of total ETH supply"
X Link 2025-08-14T13:24Z [----] followers, [----] engagements
".@LidoFinance actually looks undervalued here LDO mkt cap is $1.3B but the protocol is making over $1B in annualized fees and $100M+ in net rev. stETH is clearly gonna be strategic as ETH DATs look to deploy capital on-chain. Its the cleanest and most liquid conduit between DATs and DeFi. I think valuing this at 10x rev for a revenue stream that is linearly tied to an asset growing 30%+ a year seems ridiculous. Repricing feels inevitable at some point"
X Link 2025-08-14T22:02Z [----] followers, [---] engagements
"Love the HYPE team and what theyre building. That said this feels like the same math that once told us OpenSea Raydium or were worth $50B based on P/E. Reflexivity cuts both ways and downside reflexivity is real. This is an industry where liquidity can be attracted elsewhere very easily. http://Pump.fun the strongest cashflow generating machine in crypto is trading below the average P/E of the S&P [---] & growing way faster $29bn/$1.2bn (outstanding FDV/30d annualized earnings) = 24x forward P/E is much lower given growth just feels like a no brainer https://t.co/gY1Q3UuLMP http://Pump.fun the"
X Link 2025-08-15T00:54Z [----] followers, [----] engagements
"Whether you like them or not DATs are the biggest capital formation innovation in crypto since ICOs. Not even close"
X Link 2025-08-15T13:12Z [----] followers, [----] engagements
"Two years from now whats more likely [--] Arc Tempo and Dinari Chain all pivot to become L2s [--] Robinhood Base and Ink decide to launch their own L1s"
X Link 2025-08-15T21:43Z [----] followers, 37K engagements
"Hard to see us near the top when leverage is still way lower than [----]. Lending/borrowing is picking up but so are ETH and BTC market caps. Worth keeping an eye on but feels like we hit new ATHs before this cycle is done. Data from @galaxyhq"
X Link 2025-08-21T13:42Z [----] followers, [----] engagements
"Already said this but @jito_sol and @LidoFinance seem quite undervalued here. Staking ETFs + potential DAT deployment on chain Huge news today for Jito Solana and defi in the US The @vaneck_us JitoSOL ETF S-1 was just published - this will be the first 100% LST ETF We've long said a 100% staked ETF will offer investors the best product and we're excited to see @vaneck_us pushing forward here 🫡 https://t.co/nx0UyjYvlK Huge news today for Jito Solana and defi in the US The @vaneck_us JitoSOL ETF S-1 was just published - this will be the first 100% LST ETF We've long said a 100% staked ETF will"
X Link 2025-08-22T16:00Z [----] followers, [----] engagements
"From July [--] to August [--] less than one month @BitMNR increased ETH per share by nearly 50%. Over the same period ETH rose from $3900 to $4600 a gain of close to 20%. Meanwhile mNAV fluctuated in a range of roughly [---] to [---] This is the calculation of $BMNR NAV per share This is the calculation of $BMNR NAV per share"
X Link 2025-08-25T21:51Z [----] followers, [----] engagements
"1/ As crypto matures its following a familiar playbook: the cycle of unbundling and rebundling that reshaped SaaS fintech and marketplaces before it. Heres how DeFi is compressing decades of history into just a few years Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With cryptos application layer rebundling fast winners will know what to own what to share and when to do both. Learn more in a new blog by @LorenzoARK. https://t.co/mlrzNHJDCX Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With"
X Link 2025-08-27T14:27Z [----] followers, 27.4K engagements
"Stablecoin supply on Ethereum going parabolic. Ethereum has been adding around $3B of stablecoin supply a week. $200B coming quickly"
X Link 2025-08-29T21:24Z [----] followers, [----] engagements
"Aave just surpassed $53 billion in total deposits: - $28B in ETH and derivatives - $7B in BTC and derivatives - $15B in stablecoins If you assume in the next [--] months that ETH moves toward $10000 BTC toward $200000 and stablecoin supply doubles @aave's total deposits would grow to approximately $130 billion. That would rank @aave as the 18th-largest U.S. bank by deposits just behind @keybank and ahead of @HSBC USA and @allybank. Aave V4 will introduce Risk Premiums which allows the protocol to provide borrowing rates that better reflect risk. We've published a blog post detailing what Risk"
X Link 2025-07-24T20:10Z [----] followers, 36K engagements
"L1 Fee Revenue Reality Check Q4 L1 Revenue: $700M - The lowest since peak Bear Market (Q4 22: $453M) Solana: Lowest since Q4'23: $17M Ethereum: Lowest since Q2'20: $35M (Pre-Defi summer) Hard to Ignore But increasingly convinced of this: L1s will be extremely valuable but some will not be valued on P/S multiples (Sorry @santiagoroel) The Fat Protocol Thesis on Fees alone is looking increasingly dead here. Value is shifting up the stack to apps. @Blockworks_ data https://twitter.com/i/web/status/2009016128471760985 https://twitter.com/i/web/status/2009016128471760985"
X Link 2026-01-07T21:35Z [----] followers, 12.6K engagements
"Since The Merge [----] days ago only 373k ETH net has been issued (accounting for the burn). In just the last [--] days ETH ETFs have pulled in 380k ETH. Thats [--] years of new supply eaten up in less than two weeks. Supply shock coming for BTC and ETH The bitcoin network only produces [---] bitcoin per day. Yesterday alone bitcoin ETFs bought [-----] bitcoin. There is unrelenting demand from corporations and institutional investors and thats colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK https://t.co/YgTlc9ij7z The bitcoin network only produces [---] bitcoin per day. Yesterday"
X Link 2025-07-12T16:30Z [----] followers, 386.1K engagements
"The bitcoin network only produces [---] bitcoin per day. Yesterday alone bitcoin ETFs bought [-----] bitcoin. There is unrelenting demand from corporations and institutional investors and thats colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK"
X Link 2025-07-11T19:09Z [---] followers, 24.8K engagements
"We think crypto particularly smart contract L1 tokens represents a distinct and transformative asset class. Ethereum stands out as foundational: it secures the on-chain economy via proof-of-stake enables transactions and acts as programmable collateral at the protocol layer. Given these unique properties were excited to explore purpose-built investment vehicles and strategies tailored to this emerging landscape. Excited to be backing @BitMNR and @fundstrat We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI"
X Link 2025-07-23T12:47Z [----] followers, 164.8K engagements
"We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI Bitcoin Palantir $PLTR Glad to have her on our team for $BMNR .@ARKInvests investment in $BMNR is a vote of confidence that @fundstrat will be one of the winners as Ethereum powers DeFi (Decentralized Financial Services) in the winner takes most #DAT* space. Very happy to be in such good company: @foundersfund & @PanteraCapital .@ARKInvests investment in $BMNR is a vote of confidence that @fundstrat will be one of the winners as Ethereum powers DeFi"
X Link 2025-07-23T12:00Z 590K followers, 245K engagements
"Ethereums inflation is running at just 0.74% annually with sub [--] gwei gas. Since April 2nd ETH DATs have bought 3.57M ETHenough to offset [--] years of issuance. Add the 2.4M ETH accumulated by ETFs since April Thats [---] years of inflation neutralized. Supply shock"
X Link 2025-08-13T15:09Z [----] followers, 84.3K engagements
"Probably the best empirical evidence of this article. The Smoot-Hawley Tariff (1930) led to a collapse in trade (-70%) the stock market (-89%) and employment without improving the trade balance. Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs. The historical perspectiveback to the 1920sand the logic are the best I have seen. Let us know what you think. https://t.co/JQUvhcZ5ez Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs."
X Link 2025-04-16T18:26Z [----] followers, 83.9K engagements
"Trusting President Trump will get this call right Art Laffer just published an important article on the destructive impact of tariffs. The historical perspectiveback to the 1920sand the logic are the best I have seen. Let us know what you think. https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/The%20Truth%20About%20Tariffs%20And%20Trade%20-%20ARK%20Invest%20Disclosure.pdf https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/The%20Truth%20About%20Tariffs%20And%20Trade%20-%20ARK%20Invest%20Disclosure.pdf"
X Link 2025-04-16T18:14Z 2M followers, 740.6K engagements
"1/ Excited to announce that I have started a new position as a Research Associate within the Digital Asset team at @ARKInvest Thrilled to work alongside @yassineARK @dpuellARK @downingARK and Waihan. Ill be focusing on the longer tail of assets within crypto -"
X Link 2024-07-16T20:02Z [----] followers, 213.7K engagements
"Tether just dropped its Q2 [----] attestation $157B USD in circulation (+$20B YTD) $4.9B Q2 net profit / $5.7B YTD $127B+ in U.S. Treasuries (among the worlds largest holders) $5.47B equity buffer @tether and @circle are on track to eclipse Norways entire US Tbill holdings in the coming months"
X Link 2025-07-31T23:35Z [----] followers, 76.9K engagements
"1/5 Amid some of the most bearish sentiment surrounding ETH this article outlines several reasons why we believe Ethereum and ETH the asset stand out. https://www.ark-invest.com/articles/analyst-research/why-ether-stands-out-among-digital-assets https://www.ark-invest.com/articles/analyst-research/why-ether-stands-out-among-digital-assets"
X Link 2024-10-15T15:57Z [----] followers, 51.4K engagements
"1/ Stablecoins might quietly become one of the most important allies of the US government. Why Theyre stepping in as major buyers of US debt right as traditional foreign demand is fading. 🧵Lets break it down: https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally"
X Link 2025-06-05T21:49Z [----] followers, 214.7K engagements
"DeFi lending has officially surpassed CeFi lending Despite ongoing market volatility and macro uncertainty were seeing strong secular trends in DeFi that continue to unfold regardless of short-term conditions. Since Q4 [----] the growth has been clear: 📊 Futures trading: DeFis share grew from 1.6% 7% 💹 Spot trading: DeFis share increased from 7% 20% 🏦 Lending: DeFis share surged from 15% over 60% DeFi isnt just surviving its scaling"
X Link 2025-04-15T13:21Z [----] followers, 183.5K engagements
"@coatuemgmt ($70B AUM) and Altimeter ($13B AUM) are two of the top crossover funds in the world right now investing in both public and private markets. Few thoughts after hearing Phillippe Laffont talk about Bitcoin and the rest of the market at the East meets West Conference: 1) We're still so early. Neither fund has exposure to BTC yet but they know its on its way to becoming the biggest asset/company in the world. 2) @plaffont made a curious statement: retail got there first. This is the only asset class where early users not Wall Street understood the value and front-ran the institutions"
X Link 2025-06-24T17:12Z [----] followers, 151.3K engagements
"One of the biggest miscalculations in the criticism of L2s and Ethereums rollup centric roadmap is the assumption that fintechs and exchanges coming onchain would prioritize deploying where liquidity and atomic composability already exist. Prioritizing fast and high-performance execution where the state is ubiquitous. What we underestimated is their desire for control specifically their focus on owning and operating their own execution environment. They dont need existing on chain liquidity or composability. In fact they are the liquidity. @RobinhoodApp has [--] million funded accounts and $255"
X Link 2025-07-21T23:57Z [----] followers, 20.9K engagements
"Some thoughts on @jito_labs @jito_sol is quickly emerging as the dark horse of the Solana ecosystem. If you're bullish on increased activity on @solana Jito might be the smartest way to position yourself for that growth. In the last [--] hours @Jito has become the 3rd highest app by fees generated with $2.18M trailing only Ethereum $2.81M and @LidoFinance $2.23M. Data per @DefiLlama @jito_sol is often seen as a blend of @LidoFinance @flashbotsmev and @eigencloud especially with their new restaking primitive for projects to leverage. The value accrual from this isnt entirely clear aside from"
X Link 2024-08-09T16:33Z [----] followers, 26.5K engagements
"Were living through history. Hyperscalers are projected to invest over $1 trillion in CAPEX over the next [--] years. Putting this boom among the largest capital deployments in history (2025-adjusted): 1) WWII $5.3T 2) Chinas Belt & Road (still ongoing) $1.3T 3) Hyperscalers $1.0T 4) US Interstate System $770B 5) WWI $550B 6) Apollo Program $309B AI and software are really eating the world"
X Link 2025-07-16T18:38Z [----] followers, 22.7K engagements
"I think there are three working theories that need to be discussed here: 1) ETF flows have fundamentally changed the market structure. BTC and ETH gains are no longer being recycled into alts. We will see a severe bifurcation in the market. 2) We are still too early in the cycle. We will get a proper alt season but only for a select group of assets. Not everything will hit all-time highs. It's a return to quality and the right horses need to be picked. 3) We are in the early pre-expansion phase (blue circle in the graph January 2021) where gains in BTC need to materialize before we get into"
X Link 2024-07-31T19:23Z [----] followers, 42.5K engagements
"bitcoin dominance at its highest level in three years ETF flows fundamentally altering market dynamics - no longer do BTC gains cycle into alts and the longer tail of crypto assets h/t @TheBlock__ https://www.theblock.co/post/308157/bitcoin-dominance-hits-highest-level-since-april-2021 https://www.theblock.co/post/308157/bitcoin-dominance-hits-highest-level-since-april-2021"
X Link 2024-07-31T17:06Z 278.7K followers, 138.5K engagements
"APPLICATIONS vs INFRASTRUCTURE My thoughts on this never-ending debate Over the past few weeks through tweets articles and podcasts I have seen many people lamenting the underinvestment in applications compared to infrastructure particularly at the private early stage. This mini article provides my take on this well-known debate and why I believe this phenomenon is normal and likely to persist. The lack of investment in the app layer is leading people to believe this is why we do not have more apps with Product Market Fit (PMF). Additionally we are not seeing significant "infra fatigue" in"
X Link 2024-07-30T17:08Z [----] followers, 138.8K engagements
"Is there too much investment in infrastructure leaving applications hanging out to dry in crypto Analysts @dylangbane @SteimetzKinji and @bloomberg_seth discuss this decade-long debate that has resurfaced in the community. Access the full report https://messari.io/report/the-infrastructure-vs-application-debate https://messari.io/report/the-infrastructure-vs-application-debate"
X Link 2024-07-21T00:36Z 492.9K followers, 46.8K engagements
"For those of you looking at @BitMNR velocity and mNAV charts On July 13th @BitMNR held [------] ETH across approx 56M shares. With ETH at $2914 that implied [------] ETH/share or $8.45 per share. As of today @BitMNR holds [----] million ETH with a share count of [---] million. At an ETH price of $4700 that equates to [------] ETH/share or $32.43 per share. Over that 31-day period ETH increased 60% but ETH/share rose 130% in other words @fundstrat execution has been very much accretive to shareholders"
X Link 2025-08-13T19:49Z [----] followers, 21.2K engagements
"1/ At its peak @GenesisTrading had originated over $50 billion in total loans. The opportunity for institutional lending in the crypto space is immense. @maplefinance has just surpassed $300 million in total deposits and $4 billion in total loans originated (8% of Genesis) STRATEGIC LANDSCAPE OF CRYPTO LENDING (Part 1) Brought to you by @maplefinance TLDR: A series on why crypto lending is growing who's competing how they stay ahead of the game and what the future holds. This series will cover the strategic landscape of crypto lending from STRATEGIC LANDSCAPE OF CRYPTO LENDING (Part 1)"
X Link 2024-07-22T17:25Z [----] followers, 14K engagements
"STRATEGIC LANDSCAPE OF CRYPTO LENDING (Part 1) Brought to you by @maplefinance TLDR: A series on why crypto lending is growing who's competing how they stay ahead of the game and what the future holds. This series will cover the strategic landscape of crypto lending from partnerships and market positioning to growth catalysts and global dynamics. The landscape of crypto lending is evolving rapidly. To thrive crypto lending platforms must distinguish themselves from traditional alternative lending strategies. Key areas of differentiation include yield liquidity integrations tokenization"
X Link 2024-07-15T13:08Z [----] followers, 11.9K engagements
"Sharplink is set to buy $5B worth of ETH through a common stock offering. At todays prices thats over [---] million ETH. Since the Merge (2 years [---] days ago) Ethereum supply has only increased by 389K ETH. In other words: @sharplink is buying 3.6x all ETH issued since the Merge. Thats enough to rewind ETH supply to July [----] And thats before counting any spot ETF flows"
X Link 2025-07-18T14:04Z [----] followers, 23.3K engagements
"0/ Yesterday @BlackRock released its annual investor letter. Out of [--] pages [--] are dedicated to digital assets and specifically Bitcoin's role as a potential reserve currency and the power of tokenization. Here is some of the key takeaways"
X Link 2025-03-31T19:04Z [----] followers, 20.8K engagements
"0/ @circle just announced its IPO filing yesterday. The rumored valuation is between $4B and $6B. Here are some thoughts on @circle financials and what this means for stablecoin issuers moving forward"
X Link 2025-04-03T00:43Z [----] followers, 22K engagements
"1/2 ARK's Big Ideas [----] is out and this year the spotlight is on Bitcoin stablecoins and scaling solutions/L2s. Stablecoins have completely reshaped the crypto landscape. The demand for permissionless transparent borderless and efficient access to crypto-native US dollars has surged. @tether @circle @SkyEcosystem and @ethena are among the highest revenue-generating companies/protocols in the crypto space. Every major financial institution is closely looking at Tethers financialsand for good reason. Tether closed H1 [----] with $5.2 billion in net income all with fewer than [---] employees"
X Link 2025-02-06T21:22Z [----] followers, 38.8K engagements
"Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: http://ark-invest.com/big-ideas-2025 http://ark-invest.com/big-ideas-2025"
X Link 2025-02-04T13:02Z 812.7K followers, 2.6M engagements
"Imagine if instead of just one @MicroStrategy you had two racing head-to-head to see who can accumulate the most ETH. Thats exactly whats happening right now. Both @BitMNR and @sharplink now hold more ETH than the Ethereum Foundation. They both have roughly [--] bips of the ETH supply. @MicroStrategy has roughly 3% of all the bitcoin supply. This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR"
X Link 2025-07-17T19:59Z [----] followers, 33.9K engagements
"This is why an ETH treasury stock can outperform holding ETH 👇 $BMNR @BitMNR 3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred = limited equity dilution By the way - $ETH has higher https://t.co/PJmLK8tLkG 3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred ="
X Link 2025-07-17T19:48Z 590K followers, 177.6K engagements
"Is @xai 's acquisition of X value-accretive and if so in what ways Check out @wintonARK's analysis on vertical integration and what history tells us about this acquisition. https://t.co/XRclGPf4Uk https://t.co/XRclGPf4Uk"
X Link 2025-04-01T13:16Z [----] followers, 47K engagements
"Vertical Integration In AI: X And xAI Join Forces & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. Vertical Integration In AI: X And xAI Join Forces By: Brett Winton Chief http://x.com/i/article/1906706346126319616 http://x.com/i/article/1906706346126319616"
X Link 2025-03-31T19:15Z 812.7K followers, 130.7K engagements
"1/8 Aave DAO's financial strength is at an all-time high: ✅ $115M in cash reserves (+115% growth) ✅ Dominates DeFi lending revenue ✅ GHO supply $200M with strong revenue ✅ New income streams launching in 2025"
X Link 2025-03-04T18:50Z [----] followers, 35.9K engagements
"@maplefinance continuing to grind higher almost $5B of total loans originated and almost $500M of TVL. Growth is clearly coming from @syrupfi lately"
X Link 2024-09-27T15:41Z [----] followers, [----] engagements
"One of the most under-discussed stories in crypto imo USDe is now being accepted as margin collateral on the biggest derivatives exchanges. @ethena & @leptokurtic_ clealry know what they are doing. USDTs biggest moat has been being the most liquid stablecoin for trading BTC & ETH on major CEXes. USDe is making its way across the biggest platforms and having it as margin collateral is massive. Not only is Ethena printing real revenue but theyve built a truly unique product. Yes stablecoin competition will get crowded but @SkyEcosystem & @ethena both have a legit shot at long-term dominance"
X Link 2025-03-08T20:13Z [----] followers, [----] engagements
"Stablecoin supply on Ethereum going parabolic. Ethereum has been adding around $3B of stablecoin supply a week. $200B coming quickly"
X Link 2025-08-29T21:24Z [----] followers, [----] engagements
"0/8 @aave is leveling up. The biggest tokenomics upgrade is here bringing better tokenomics more rewards and a stronger AAVE. If you care about DeFis future and one the most important building blocks we have this should be of interest"
X Link 2025-03-04T18:50Z [----] followers, 16.9K engagements
"Yesterday Bitcoin spot ETFs saw $799M in inflows. Ethereum $726M. Thats 91% of BTCs flows from an asset thats still only 18% of BTCs market cap. Reflexivity continues. Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April. https://t.co/VFk5CM2rGP"
X Link 2025-07-17T13:11Z [----] followers, 28.1K engagements
"Ethereum ETF Flows are booming. As a group the US spot Ether ETFs have taken in over $5.5 billion since launch. Which includes over $3.3 billion since mid April"
X Link 2025-07-17T11:46Z 183.9K followers, 148.8K engagements
"@SkyEcosystem is currently trading at pre-2021 levels with a fully diluted valuation of around $800 million. Despite this the protocol is bringing close to $500 million in annual revenue. In [----] the supply of USDS and DAI has increased by over 60% reaching nearly $9 billion. USDS on Base and Solana has grown steadily now totaling $170 million in supply. The Surplus Buffer has doubled since September of last year. This surplus is utilized by the Smart Burn Engine to buy back MKR tokens which are then paired with DAI in the Uniswap V2 liquidity pool enhancing liquidity and supporting the"
X Link 2025-02-13T23:15Z [----] followers, 24.5K engagements
"In the two days since the ETH/BTC breakout: Bitcoin spot ETF inflows: $700M Ethereum spot ETF inflows: $451M ETH now accounts for 64% of BTCs inflows yet its market cap is still only 16% of BTCs. People are underestimating the reflexivity between flows and price for the ETFs"
X Link 2025-07-16T13:10Z [----] followers, 14.3K engagements
"Aave just surpassed $53 billion in total deposits: - $28B in ETH and derivatives - $7B in BTC and derivatives - $15B in stablecoins If you assume in the next [--] months that ETH moves toward $10000 BTC toward $200000 and stablecoin supply doubles @aave's total deposits would grow to approximately $130 billion. That would rank @aave as the 18th-largest U.S. bank by deposits just behind @keybank and ahead of @HSBC USA and @allybank. Aave V4 will introduce Risk Premiums which allows the protocol to provide borrowing rates that better reflect risk. We've published a blog post detailing what Risk"
X Link 2025-07-24T20:10Z [----] followers, 36K engagements
"Aave V4 will introduce Risk Premiums which allows the protocol to provide borrowing rates that better reflect risk. We've published a blog post detailing what Risk Premiums are and why V4 will use them. Read it below"
X Link 2025-07-24T18:59Z 687.2K followers, 106.5K engagements
"1/ As crypto matures its following a familiar playbook: the cycle of unbundling and rebundling that reshaped SaaS fintech and marketplaces before it. Heres how DeFi is compressing decades of history into just a few years Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With cryptos application layer rebundling fast winners will know what to own what to share and when to do both. Learn more in a new blog by @LorenzoARK. https://t.co/mlrzNHJDCX Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With"
X Link 2025-08-27T14:27Z [----] followers, 27.4K engagements
"Decentralized Finance (DeFi) is compressing decades of fintech evolution into just a few years. With cryptos application layer rebundling fast winners will know what to own what to share and when to do both. Learn more in a new blog by @LorenzoARK. https://www.ark-invest.com/articles/analyst-research/defi-is-following-the-saas-and-fintech-playbooks https://www.ark-invest.com/articles/analyst-research/defi-is-following-the-saas-and-fintech-playbooks"
X Link 2025-08-26T20:17Z 812.7K followers, 121.1K engagements
"Robotaxis reusable rockets AI agents stablecoins robotics . This feels like one of the years where convergence is more relevant than ever. Big ideas coming very soonstay tuned my friends. ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: https://t.co/wu5Z8Av9mf https://t.co/fafsa2GO8a"
X Link 2025-02-03T19:02Z [----] followers, 27.9K engagements
"ARK Invest presents Big Ideas" our annual flagship report. Which innovative technologies are you most excited to explore Get on the waitlist: http://ark-invest.com/big-ideas-2025-waitlist http://ark-invest.com/big-ideas-2025-waitlist"
X Link 2025-02-03T14:44Z 812.7K followers, 597.3K engagements
"Bitcoin whales moving 80k @RobinhoodApp launching their own L2. Things have been busy on the crypto side https://t.co/at50jZUM5L https://t.co/at50jZUM5L"
X Link 2025-07-14T20:33Z [----] followers, 29.9K engagements
"With Grok [--] xAI Retakes The Large Language Model Lead & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. With Grok [--] xAI Retakes The Large Language Model Lead By: Jozef Soja http://x.com/i/article/1944809919259004928 http://x.com/i/article/1944809919259004928"
X Link 2025-07-14T17:33Z 812.7K followers, 179.2K engagements
"The market has been craving crypto IPOs and rightfully so. Circle's S-1 filing has given investors a lot of valuable insights into the potential moatsor lack thereofsurrounding stablecoins. This is definitely worth a read. https://t.co/fxzmXKSRFB https://t.co/fxzmXKSRFB"
X Link 2025-04-07T19:17Z [----] followers, 36K engagements
"Circles IPO Filing Offers Investors Valuable Insights Into The Stablecoin Giant & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. Circles IPO Filing Offers Investors Valuable Insights Into The Stablecoin http://x.com/i/article/1909313665657925632 http://x.com/i/article/1909313665657925632"
X Link 2025-04-07T19:12Z 811.5K followers, 71.2K engagements
"New Bitcoin target deep dive into stablecoins and scaling solutions. Big Ideas is LIVE Download it and tell us what you think. Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: https://t.co/yXG9FYebpb"
X Link 2025-02-04T18:39Z [----] followers, 26.5K engagements
"Two years from now whats more likely [--] Arc Tempo and Dinari Chain all pivot to become L2s [--] Robinhood Base and Ink decide to launch their own L1s"
X Link 2025-08-15T21:43Z [----] followers, 37K engagements
"@SkyEcosystem is in the vertical with the clearest PMF and strongest tailwinds in all of crypto. When you're underwriting these projects you should assume a baseline of 510x growth in stablecoin supply over the next [--] years. First it was about access to dollarsnow its about access to yield. The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point The @SkyEcosystem community call"
X Link 2025-04-16T18:52Z [----] followers, 10.8K engagements
"The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point"
X Link 2025-04-16T18:41Z 134.8K followers, 26.4K engagements
"Solana has consistently generated more MEV than Ethereum for the past three months. A significant factor contributing to this is @pumpdotfun which is driving most of the trading activity on Solana. Despite this this is impressive"
X Link 2024-07-17T10:29Z [----] followers, 16.9K engagements
"Approximately 20% of stock trading volume in the U.S. is conducted through dark pools. Private peer-to-peer trading networks are now emerging on @arbitrum which fills a crucial gap if we want to attract institutional money into DeFi. No institution will engage in trading on crypto platforms if every order and trading intent is visible to the public. Congrats @renegade_fi Renegade the first on-chain dark pool is live on Arbitrum. Fully-private trading with zero MEV slippage or price impact. Dark pools account for nearly half of the TradFi market and Renegade unlocks dark pools for DeFi"
X Link 2024-09-05T08:44Z [----] followers, [----] engagements
"Renegade the first on-chain dark pool is live on Arbitrum. Fully-private trading with zero MEV slippage or price impact. Dark pools account for nearly half of the TradFi market and Renegade unlocks dark pools for DeFi Here's how Renegade works 🧵 http://renegade.fi http://renegade.fi"
X Link 2024-09-04T17:30Z 12.5K followers, 229.5K engagements
"EIP [----] was effectively the exact opposite of imposing tariffs on layer 2s. I think people in the ETH community are starting to turn the problem upside down. Allow for ultra cheap block space we will need much more of it in the future. Continue to scale the L1 increase the blob limit solve for L2 interoperability problem. Preconfs and sequencing at the validator level for L2s seems to be promising with native/based roll ups. Value accrual shouldn't be the priority right now it should be to scale and allow apps with Million+ users to deploy somehow on Ethereum. Hot take: Ethereum should issue"
X Link 2025-02-06T02:17Z [----] followers, 29.7K engagements
"Hot take: Ethereum should issue some sort of tariffs on L2s immediately"
X Link 2025-02-05T23:22Z 75.2K followers, 151.2K engagements
"Our updated Bitcoin model is live and we think its a great opportunity for people to explore where we are on the adoption curveand how we approach valuing the asset. Its a solid piece of work fron @dpuellARK and the team and wed love to hear your thoughts and feedback. Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://t.co/CH7y5EyUjY"
X Link 2025-04-24T21:00Z [----] followers, [----] engagements
"Weve published our bitcoin price forecast through [----]. Read our research from @dpuellARK and share your thoughts. https://www.ark-invest.com/articles/valuation-models/arks-bitcoin-price-target-2030 https://www.ark-invest.com/articles/valuation-models/arks-bitcoin-price-target-2030"
X Link 2025-04-24T20:11Z 812.7K followers, 238.5K engagements
"ETH DATs closing in on 2% of total ETH supply"
X Link 2025-08-14T13:24Z [----] followers, [----] engagements
"Binance Market Share dropping to 31% to a 4+ year low. Bybit and Upbit taking advantage of this. DEX to CEX spot trading volume ratio at an all-time high at 15%"
X Link 2025-01-16T14:32Z [----] followers, [---] engagements
"@econoar If you are not able to listen to arguments against ETH then you have joined a cult my friend. I think @bankless actually a great job by inviting ETH bears"
X Link 2024-08-27T13:36Z [----] followers, [----] engagements
"@jvb_xyz Maple only does overcollaterallized lending just as aave"
X Link 2025-06-25T12:50Z [----] followers, [----] engagements
"+1.6B USD in USDe supply in the last week. Entering the next phase of expansion there is going to be ample room for @ethena to grow USDe supply and capture more of that funding rate revenue. Open interest usually grows much faster than marketcap in the bull market"
X Link 2025-07-24T14:26Z [----] followers, 21.8K engagements
"Memecoins have always been extractive industrialized PvP gamesif you dont think so chances are youre the one being extracted from. People who go to Vegas to play slot machines or blackjack know theyre going to lose money. Most of them do it either for entertainment or as a way to detach from reality. At the end of the day the real moat here is addiction. Most investors I talk to in the memecoin complex always repeat the same rhetoric: "Memecoins are the trojan horse for SocialFitokenizing time attention fun onboarding users into DeFi etc." But lets be realnone of that has actually played out."
X Link 2025-02-12T02:31Z [----] followers, 18.6K engagements
"Memecoins were once fun and pure but the industrialized trenches have turned a harmless PvP game into a predatory one dominated by insider edge. Traditional casino games and memecoins share a core design idea: a high return to player (RTP) that masks a built-in edge while delivering intermittent variable rewards to players. Traditional casino games like slots and blackjack offer high RTPs (90-99%+) meaning you might lose $1-10 in expectation on $100 of wagers. These games work because they leverage near-miss effects and the gamblers fallacy ensuring that the lure of a big win (variable"
X Link 2025-02-10T19:50Z 57.8K followers, 235.9K engagements
"5/ With @syrupfi launching and the token migration coming very soon DeFi will soon have access to Maple's yield opportunities and lending infra. To me the key question is how to grow from $300M to $2B-$5B TVL and how to avoid a race to [--] from a fee perspective"
X Link 2024-07-22T17:25Z [----] followers, [---] engagements
"0/6 What is SIMD-228 And why does it matter for @solana SIMD-228 is a proposal to make Solanas inflation market-driven instead of following a fixed disinflation schedule. It aims to optimize staking incentives & minimize unnecessary sell pressure"
X Link 2025-03-06T21:37Z [----] followers, 138.1K engagements
"2/ @maplefinance has been steadily climbing back to the top. LPs have been paid over $58 million and outstanding loans have reached $153 million. Maple is one of the few lending desks that has survived the @FTX_Official @BlockFi and @CelsiusNetwork debacles"
X Link 2024-07-22T17:25Z [----] followers, [---] engagements
"3/ @maplefinance has already surpassed their previous all-time high in monthly protocol revenue at $175K and is likely to reach $200K this month. Differentiation is key to attracting capital and @maplefinance has excelled with its diverse pools and strategies"
X Link 2024-07-22T17:25Z [----] followers, [---] engagements
"@mdudas @balajis I mean this chart basically just shows the growth of internet and software"
X Link 2025-01-19T15:22Z [----] followers, [---] engagements
"Stoked to have @rhadiARK joining the crypto team. Expect some killer research from him in the coming months. Stay tuned and give him a follow After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help advance the financial infrastructure of the next era. After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help"
X Link 2025-07-08T20:24Z [----] followers, 27.4K engagements
"After years tracking the evolution of blockchain and crypto Im thrilled to share that Ive joined @ARKInvest on the Digital Assets team. Its an incredible time for the industry and Im excited to help advance the financial infrastructure of the next era"
X Link 2025-07-07T19:19Z [----] followers, 269K engagements
"Whether you like them or not DATs are the biggest capital formation innovation in crypto since ICOs. Not even close"
X Link 2025-08-15T13:12Z [----] followers, [----] engagements
"S&P one of the Big [--] rating agencies just gave @SkyEcosystem Protocol a B-. They looked at default risk on liabilities (DAI/USDS) risk-adjusted capital governance liquidity earnings quality and legal exposure. Yeah B- isnt great but the real story is this: DeFi is now being rated/covered like traditional finance that's a big shift"
X Link 2025-08-08T13:20Z [----] followers, [---] engagements
"What are DATs How do they work Is this sustainable Check out our weekly newsletter https://t.co/XU92RkAhtO https://t.co/XU92RkAhtO"
X Link 2025-07-29T18:12Z [----] followers, 29.3K engagements
"The Competition Between Tesla And Waymo Is Intensifying & More Want more research from the ARK Team Have feedback on our publications Click here to help inform our content creation. [--]. The Competition Between Tesla And Waymo Is Intensifying By: Daniel http://x.com/i/article/1949849172091211776 http://x.com/i/article/1949849172091211776"
X Link 2025-07-28T15:19Z 812.7K followers, 323.2K engagements
"4/8 🏦 Introducing Anti-GHO: A new revenue-sharing model 💡 Stakers earn Anti-GHO a non-transferable token: 🔸 Burn 1:1 against GHO debt (free debt reduction) 🔸 Convert to StkGHO for extra rewards 🔹 Funded by 50% of GHO protocol revenue ($6M/year)"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"1/ Lido DAO Dynamic Buyback Proposal @LidoFinance is proposing a dynamic LDO buyback program funded directly from treasury balances (not protocol revenue). I think the proposal comes from a good place but honestly its too early and feels like a bad idea. Let's unpack this"
X Link 2025-08-08T23:43Z [----] followers, 18.3K engagements
"Hard to see us near the top when leverage is still way lower than [----]. Lending/borrowing is picking up but so are ETH and BTC market caps. Worth keeping an eye on but feels like we hit new ATHs before this cycle is done. Data from @galaxyhq"
X Link 2025-08-21T13:42Z [----] followers, [----] engagements
"@hosseeb RWAs and stablecoins are going to be the main driver of L1 valuations in the next [--] years. L2 roadmap is optimal for this. ETH looks cheap compared to any L1 based on this"
X Link 2025-04-23T16:53Z [----] followers, [----] engagements
"3/8 🔥 AAVE Buyback & Distribution Program 💵 $1M AAVE buybacks per week for [--] months 📊 Buybacks will scale based on revenue 🎯 Goal: Long-term AAVE sustainability & tighter supply control"
X Link 2025-03-04T18:50Z [----] followers, [---] engagements
"@RyanWatkins_ @solana Any of these metrics potentially warrant an asterisk given that they are all downstream of the memecoin mania"
X Link 2024-11-12T15:15Z [----] followers, [----] engagements
"4/ As the space grows the demand for more sophisticated and better risk-adjusted yields will undoubtedly increase. I believe we'll see a shift towards tokens with genuine PMF revenue and minimal incentives. @maplefinance is a strong candidate for this re-rating imo"
X Link 2024-07-22T17:25Z [----] followers, [---] engagements
"This is awesome and seriously much needed in the space. Theres a huge opportunity to help institutionalize the industry in a thoughtful way. One of the main reasons alts are still lagging is that TradFi investors see them as too opaque. This is a great step forward but I really think theres room to build a Moodys of crypto and Im convinced funds would pay up for it. [--]. Rate the Creditworthiness of Stablecoins and Protocols Assess reserve backing counterparty exposure audit transparency and redemption risk for stablecoins Solvency and economic sustainability for pools and protocols such as"
X Link 2025-06-18T16:12Z [----] followers, 36.1K engagements
"Token markets are broken. We believe the solution is token disclosures. No one else wanted to build it so we took it on. It's a massive endeavor but one that I genuinely believe will push the industry forward. Stoked to unveil the Token Transparency Framework our standardized open-source disclosure framework. This will go down as our most important contribution to the industry. 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq"
X Link 2025-06-18T14:11Z 129.3K followers, 57.3K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing