[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @arndxt_xo arndxt EdgeX Exchange has been gaining attention, recently ranking #2 in fees and then #1, surpassing other major players. The exchange's growth and adoption are notable, with some users expressing bullish sentiments about its potential. Additionally, other projects such as Composenetwork and SSV Network are also gaining traction with their innovative technologies. ### Engagements: XXXXX [#](/creator/twitter::1577290996026511360/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +4.30% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +4.60% ### Mentions: XX [#](/creator/twitter::1577290996026511360/posts_active)  - X Week XX no change - X Month XXX -XXXX% - X Months XXXXX +0.40% - X Year XXXXX -XX% ### Followers: XXXXXX [#](/creator/twitter::1577290996026511360/followers)  - X Week XXXXXX +0.07% - X Month XXXXXX +0.54% - X Months XXXXXX +6.20% - X Year XXXXXX +27% ### CreatorRank: XXXXXXX [#](/creator/twitter::1577290996026511360/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [stocks](/list/stocks) [social networks](/list/social-networks) [technology brands](/list/technology-brands) [products](/list/products) [countries](/list/countries) **Social topic influence** [crypto](/topic/crypto) #2323, [defi](/topic/defi), [bullish](/topic/bullish) #3207, [web3](/topic/web3) #2753, [the first](/topic/the-first), [if you](/topic/if-you), [so i](/topic/so-i) #1746, [onchain](/topic/onchain), [alpha](/topic/alpha), [solana](/topic/solana) **Top accounts mentioned or mentioned by** [@thesmartape](/creator/undefined) [@foxixyz](/creator/undefined) [@trong0322](/creator/undefined) [@0xandrewmoh](/creator/undefined) [@eli5defi](/creator/undefined) [@flowslikeosmo](/creator/undefined) [@cryptoshiro](/creator/undefined) [@pendlefi](/creator/undefined) [@thedefiplug](/creator/undefined) [@cchungccc](/creator/undefined) [@avax](/creator/undefined) [@karamata22](/creator/undefined) [@momochenming](/creator/undefined) [@twindoges](/creator/undefined) [@marsdefi](/creator/undefined) [@rektdiomedes](/creator/undefined) [@cryptostreamhub](/creator/undefined) [@arbitrum](/creator/undefined) [@izucrypt](/creator/undefined) [@defiminty](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Avici (AVICI)](/topic/$avici) [Ethena (ENA)](/topic/$ena) [Sologenic (SOLO)](/topic/$solo) [BlackRock Inc (BLK)](/topic/blackrock) [TRON (TRX)](/topic/$trx) [GaiAI Token (GAIX)](/topic/$gaix) [Nillion (NIL)](/topic/$nil) [ALEO (ALEO)](/topic/$aleo) [Zcash (ZEC)](/topic/$zec) [Railgun (RAIL)](/topic/$rail) [Houdini Swap (LOCK)](/topic/$lock) [Kamino (KMNO)](/topic/kamino) [Bitcoin Cash (BCH)](/topic/$bch) [Noble Corporation (NE)](/topic/$ne) [Hyperliquid (HYPE)](/topic/$hype) [Mantle (MNT)](/topic/$mnt) ### Top Social Posts Top posts by engagements in the last XX hours "ICOs have been getting some of the best investments lately with @echodotxyz @MetaDAOProject $AZTEC have already gotten $50m committed in a day X more days to go this time @Uniswap will have their own ICO launchpad co-built with @aztecnetwork launching the first Continuous Clearing Auction (CCA) public sale model i am pretty bullish on $AZTEC token sale this week on Uniswap i believe it's the HTTPS moment for blockchain. Aztec have secured backing from Vitalik and Stani (Aave founder) before launch and it's Vitalik's final public angel check that hasn't ICOed yet. it will be the one of the" [X Link](https://x.com/arndxt_xo/status/1996165040718987736) 2025-12-03T10:30Z 46.8K followers, 2541 engagements "I hope you've found this thread helpful. X. Follow me @arndxt_xo X. Subscribe to Threading on the Edge newsletter X. Join my telegram channel for more alpha Retweet Comment and Like the first tweet below if you can:" [X Link](https://x.com/arndxt_xo/status/1996260195035680774) 2025-12-03T16:48Z 46.8K followers, XXX engagements "a few days back cloudflare goes down all of the internet evaporates. honestly moments like these make the thesis even clearer to me. so ive dug up the drawers for some spare phones and made this little "phonefarm" setup. ๐ i started with two iphone now even an old android phone has joined the crew and it works lol tiny setup but its cool knowing these little devices are part of a network trying to break the cloud monopoly. there wont be a case where "our server died so your entire stack is gone. this is exactly why im so bullish on depin and why im proud to see $11m raised. some @Acurast" [X Link](https://x.com/arndxt_xo/status/1992529794651803793) 2025-11-23T09:44Z 46.8K followers, 5827 engagements "study metadao launches this is exactly how the best asymmetry trades look before they rerate $AVICI did a 10x and on hindsight this would have been the best trade for the year all while BTC dumps. the next trade would be $SOLO and its the $ENA of solana so i am pretty bullish because it finally completes the missing defi stack meme trading on solana makes up only X% of all volume very heartening to see that we are maturing and this aligns exactly with solana becoming very close to a 24/7 wall street. so lately @MetaDAOProject launches have been cooking utility and this is the part that CT" [X Link](https://x.com/arndxt_xo/status/1994479459685339449) 2025-11-28T18:52Z 46.8K followers, 20K engagements "i've soon come to realize its been a journey since etfs were launched. till date blackrock records the highest revenue generated from bitcoin etfs. br holds X% of all $BTC. let that sink. #1 revenue. the very meta of decentralization to be in the hands of the public is now slowly getting eaten away by some of the world's largest institutionals and making more money than us all. ibit = fastest etf in history to have amassed $70B AUM now blackrocks #1 revenue engine. perplexed as i am i cant seem to wrap my head around institutions and general market participants not buying bitcoin rather they" [X Link](https://x.com/arndxt_xo/status/1995023009028215054) 2025-11-30T06:52Z 46.8K followers, 2132 engagements "The macro timing cannot get better with @sagaxyz_'s institutional FX mechanics natively on L1. TradFi rates dropping stablecoin adoption accelerating globally cross-chain infra maturing institutional interest in tokenized assets. Now they're back with the most interesting DeFi primitive I've seen all year: onchain carry trades. And you're sleeping on it because it's not trending. ngmi ๐งต" [X Link](https://x.com/arndxt_xo/status/1996260020850442727) 2025-12-03T16:47Z 46.8K followers, 2676 engagements "This is where Saga separates from the Terra collapse: Terra's "yield" came from ponzi emissions and faith in algo-stable mechanics. Saga's yield comes from: Trade route arbitrage Peg rebalancing fees Volatility scalping Real ecosystem utility" [X Link](https://x.com/arndxt_xo/status/1996260110650478878) 2025-12-03T16:47Z 46.8K followers, XX engagements "The arbitrage mechanism is clever: When $D or $MUST drift from peg arb traders step in to rebalance. They earn the spread Protocol earns fees LPs earn from volume System strengthens It's the Chicken Bonds model but productized across an entire DeFi stack. Every price movement = yield generation" [X Link](https://x.com/arndxt_xo/status/1996260122667204803) 2025-12-03T16:47Z 46.8K followers, XX engagements "unpopular opinion: @trondao is the largest and oldest surviving rev sharing protocol one of the best business model study $TRX ๐๐๐" [X Link](https://x.com/arndxt_xo/status/1996846287745163602) 2025-12-05T07:37Z 46.8K followers, 1454 engagements "We are maturing into a more robust industry and these are obvious concerns that we should solve. @cz_binance shares some salient points. Privacy is a big and yet touchy topic we are treading on. I have been a long proponent of privacy and that is the basic human right and advantage. As more institutions enter defi blockchains will serve more of their purpose and become more opaque they are exercising their privacy right. I love seeing projects like @brevis_zk @aztecnetwork @CantonNetwork @AleoHQ building in the privacy space. And some recently popping in the @solana ecosystem @UmbraPrivacy" [X Link](https://x.com/arndxt_xo/status/1997647155297706281) 2025-12-07T12:39Z 46.8K followers, 2746 engagements "we are underestimating the power of users/distribution as a moat. @Weixin_WeChat is the best example of a superapp in web2 then web3 wallets will be the financial superapps for web2 users in web3 note that actual web3 users probably doesnt care about super apps but would appreciate it because we long degeneracy i think @phantom here is leading by example laggard wallets like @Rabby_io @MetaMask is catching on. for those with distribution strength such as new upcoming wallets and neobanks can easily pivot into this category soon @ether_fi @rainbowdotme @useTria @aave @LidoFinance productizing" [X Link](https://x.com/arndxt_xo/status/1998241025488216459) 2025-12-09T03:59Z 46.8K followers, 2677 engagements "@cosmos_atom_ @Weixin_WeChat they can be anything possible onchain credit score which then becomes your reputation your onchain identity can even use it to sign in to apps all without users knowing that there is a web3 or blockchain element behind" [X Link](https://x.com/arndxt_xo/status/1998256033974919640) 2025-12-09T04:58Z 46.8K followers, XX engagements "@thelearningpill @Weixin_WeChat A wallet compliation would be interesting" [X Link](https://x.com/arndxt_xo/status/1998270516684374210) 2025-12-09T05:56Z 46.8K followers, XX engagements "stablecoins is the beautiful (lie) they are crypto's only real product and proof we've failed and then succeeded at everything we promised. we keep building better pipes we believed we create new money free from state control. however the truth is we've built better plumbing for moving their money. anything useful at scale gets regulated. stablecoins are becoming too systematically important to stay in the dark. we'll get licensed compliant boring and so the cypherpunk dream dies but the infrastructure wins. i've made peace with it. we set out to replace central banks. we ended up replacing" [X Link](https://x.com/arndxt_xo/status/1998337121976017133) 2025-12-09T10:21Z 46.8K followers, 3290 engagements "i've been analyzing the yield infrastructure space and Solid's positioning is interesting. while XX% of crypto holders earn X% on stables $1B+ has already flowed to yield-bearing stablecoin holders. banks at XXX% top defi at 8-14%. @SolidYield thesis: aggregate @Morpho / @pendle_fi yields + visa rails + non-custodial UX. no gas no bridging passkey auth. essentially @Revolut UX with DeFi backend. points program live with X early multiplier. standard airdrop farming playbook but the product actually ships. worth monitoring if you're yield-positioned. here is a table of comparison across" [X Link](https://x.com/arndxt_xo/status/1998763936485880014) 2025-12-10T14:37Z 46.8K followers, 2186 engagements "I caught $WET when @humidifi launched and it gone onto to do a 2x I am looking to open a position small conviction buy for $GAIX in the dips waiting for the double bottom before scooping why - @GaiAIio raised $10m - testnet surpassed 100k users within XX hours of launch - over 1m+ creative assets already registered on-chain - community thriving: generating 20000+ daily creative discussions forming an organic creator network There will be a comeback arc I think that's a bet worth taking" [X Link](https://x.com/arndxt_xo/status/1998840666005385409) 2025-12-10T19:42Z 46.8K followers, 3565 engagements "the regulatory normalization thesis is correct but incomplete what 2025 actually proved is that legitimacy is a double-edged blade. institutions brought capital and their risk framework. and that framework treats crypto like any other rate-sensitive asset watch what happened to high-FDV launches. the market learned to price dilution analogous to how a bond trader prices duration risk. "billion dollar valuation X% float" isn't a meme anymore. the buy-side now runs DCF models on unlock schedules same story with stablecoins. XUSD deUSD both collapsed because defi tried to financialize yield" [X Link](https://x.com/arndxt_xo/status/1999144943605133705) 2025-12-11T15:51Z 46.8K followers, 1983 engagements "this isnt alpha but in the spirit of thanksgiving and christmas i strongly urge everyone to take a pause and lend me X secs of your time. not only in crypto the incentive structure has always designed to extract not give. so i thought to give a shoutout to and support my friend @YashasEdu for his fundraising effort to build schools and fund kids education. its NOT your 20B fdv project alright actual schools actual kids getting their education paid for. @ashen_one is also another friend of mine who is also building @telagacharity for a few years now and built a school in indonesia entirely" [X Link](https://x.com/arndxt_xo/status/1999417214970265769) 2025-12-12T09:53Z 46.8K followers, 1716 engagements "$NIL is one of my favorite privacy coins aside from $ZEC $ALEO $RAIL $LOCK i am bullish for @nillion as it is going to @ethereum and its largest unlock is the self-reinforcing economic flywheel that forms once $NIL becomes an ERC-20 integrated into the largest ecosystem in crypto i analyzed the flywheel in the simplest most high-leverage structure: X. more access more developers more private compute usage moving to ethereum places NIL in front of: millions of wallets thousands of dev teams every major infra stack (restaking L2s deFi ai agents) this drastically increases the surface area for" [X Link](https://x.com/arndxt_xo/status/1989487826371842242) 2025-11-15T00:17Z 46.8K followers, 6074 engagements "I've been mapping the derivatives product stack and I found a gap that in fact every ecosystem is facing: a missing options market. The alpha: BNB Chain processes 3M daily txns (vs ETH's 1.2M) hosts $5.5B TVL yet had ZERO native options infrastructure until @TermMaxFi launched recently. For context: @ethereum has had @ribbonfinance @DeriveXYZ (ex-lyra) @HegicOptions @KyanExchange since 2021-2022. BNB chain just got their very first and only call/put options market. I believe TermMax would be the best positioned product amongst all other options protocols. In the whole of Binance eco there" [X Link](https://x.com/arndxt_xo/status/1996596615969386960) 2025-12-04T15:05Z 46.8K followers, 2284 engagements "@jussy_world @solana @kamino @hylo_so @LinceFinance @DeFiCarrot one of the rare avenues on Solana where people can earn Bitcoin yields @SolvProtocol largest on chain bitcoin reserve" [X Link](https://x.com/arndxt_xo/status/1997630777052336396) 2025-12-07T11:34Z 46.8K followers, XXX engagements "@CryptoKoryo tbh i havnt heard of $BCH for the longest time and not sure what they are doing. i should really check them for being the BEST L1" [X Link](https://x.com/arndxt_xo/status/1997632707946270965) 2025-12-07T11:42Z 46.8K followers, XXX engagements "@Neoo_Nav @HyperliquidX @Rightsideonly @PendleIntern @tn_pendle @kenodnb @crypto_linn @BTCLIN @KazumaxCrypto @0xCheeezzyyyy @JiraiyaReal Super insightful. Love this financial product analogous to interest rate swaps. Awesome write up ser" [X Link](https://x.com/arndxt_xo/status/1998661885152080167) 2025-12-10T07:51Z 46.8K followers, XX engagements "@rektdiomedes man its a mega thought post here. enjoyed this read ser" [X Link](https://x.com/arndxt_xo/status/1998670343255503251) 2025-12-10T08:25Z 46.8K followers, XXX engagements "rekt got me thinking deeper about how we moralize work itself. we've inherited this calvinist impulse to justify our labor through transcendent purpose but most human work throughout history has been neither noble nor ignoble just necessary. real estate and medicine contain their corruptions but the real insight is that all economic coordination involves trade-offs between efficiency and exploitation innovation and extraction. crypto's transparency about these dynamics is perhaps its most honest feature not its worst. we're comparing crypto not to actual alternatives (corporate monotony" [X Link](https://x.com/arndxt_xo/status/1998697760196014588) 2025-12-10T10:14Z 46.8K followers, 3888 engagements "@0x99Gohan very interesting. please let me know when you are building coffee RWA on @Mantle_Official they will be happy to have something like that there" [X Link](https://x.com/arndxt_xo/status/1999085491082367332) 2025-12-11T11:54Z 46.8K followers, XXX engagements "its been less than X months since I first called out Harmonix and nothing has changed. im still extremely bullish going into their ICO on @echodotxyz and TGE next month sonar sale participants have have their downside protected there will be a protection floor treasury in place: if $HAR trades below the sale level after a fixed period the vault automatically buy back $HAR + $HYPE will be redistributed to $HAR stakers. @harmonixfi has a product people actually use and a community that isnt botted to hell. look at the sale structure: $600k overflow XXX% unlocked at TGE no shady private rounds" [X Link](https://x.com/arndxt_xo/status/1995701867758977040) 2025-12-02T03:49Z 46.8K followers, 1377 engagements "You can't replicate this moat. $MNT is now the #21 coin by mcap and the LARGEST L2 token by far and nearly XX% above $ARB. Mantle IS Bybit's official chain If you watched $BNB's 2021 run you know exactly what this setup means. Here's why $MNT every other L2 token ๐ Other L2s: Build tech hope users come pump narratives Mantle: Built WITH 20M+ verified Bybit users as the distribution layer from day one While other chains larped RWA in November Mantle actually shipped with institutional-grade partners: - @Anchorage Digital custody integration - @DMZ_Finance: First DFSA-approved tokenized MMF" [X Link](https://x.com/arndxt_xo/status/1995882008913084458) 2025-12-02T15:45Z 46.8K followers, 4609 engagements "i've been seeing TPUs around a lot and its not thermo plastic urethane. a quick breakdown on what Tensor Processing Units (TPUs) actually are ๐ in short web3 compute evolves like this into a split-stack compute model: CPU: logic control flow execution GPU: messy parallelism branching flexible workloads TPU: ZK proofs PQC signatures AI inference ASIC: hashing fixed primitives ZK proofs PQC signatures decentralized AI all collapse into the same primitive: dense matrix operations. so GPUs simulate tensor compute TPUs are built for it. people arent using TPUs because of X reasons X. CUDA Moat" [X Link](https://x.com/arndxt_xo/status/1995952880579416370) 2025-12-02T20:27Z 46.8K followers, 1971 engagements "@Nick_Researcher @dabit3 would be really interesting to see more coverage on robotics such as $PEAQ $BREW $ROBA :)" [X Link](https://x.com/arndxt_xo/status/1996879538622730726) 2025-12-05T09:49Z 46.8K followers, XX engagements "not advice. i'm probably wrong. but i'm in anyway. tired of seeing many empty yield promises but this one is different $132M TVL with zero emissions. i had to read that twice. in a market where protocols literally pay people to use them @almanak has a whale sitting on $17M and generating $5.96M in annualized fees (to curators). if you change your perspective almanak is selling you time not yields. love to look into their looping strategy (coming soon): borrow loop rebalance unwind with AI managing liquidation risk + some bullish pointers below ๐ 1) their @pendle_fi setup is honestly" [X Link](https://x.com/arndxt_xo/status/1996999369573519513) 2025-12-05T17:45Z 46.8K followers, 2428 engagements "anyway its 4am when i wrote this. probably should stop doom-thinking crypto's structural problems .on the decay of crypto's original thesis. been going through this piece and it's surfacing some things worth unpacking one the ideological pipeline and its terminus the Rand libertarian cypherpunk crypto builder pathway represents an interesting case study in how revolutionary movements get captured by their own incentive structures. the original vision of cryptographic money as a tool for individual sovereignty had internal logical consistency. the problem is that "build parallel financial" [X Link](https://x.com/arndxt_xo/status/1997191022464340119) 2025-12-06T06:27Z 46.8K followers, 5087 engagements "metaDAO is undervalued and watching CT not understand the flywheel eco + revenue analysis has been very frustrating again another late night rant so im supposed to be asleep but i saw @notthreadguys take comparing @metadaoproject to @pumpfun and i cant sleep because this is genuinely one of the most midcurve takes thats somehow gotten traction recently. so i thought to elaborate my analysis here and let me walk through why this is completely cooked ๐ 1.the fundamental category analysis lets align that $pump is indeed a fee extraction mechanism on capital destruction. you cant compare a" [X Link](https://x.com/arndxt_xo/status/1997377025737359561) 2025-12-06T18:46Z 46.8K followers, 9272 engagements "@obchakevich_ @Revolut @raincards @MetaMask @gnosispay @binance @BitgetWallet very very insightful list. let me add a few at the top of my mind @surfcashx @offgridcash" [X Link](https://x.com/arndxt_xo/status/1997879598584053897) 2025-12-08T04:03Z 46.8K followers, XXX engagements "Because I have a phone farm this is probably the best DePIN thesis I've seen: - 159K phones already processing - 529M+ transactions - across XXX countries. If they execute this will change cloud economics. If not just another infra play that bleeds out post-TGE. I'm watching @Acurast closely and i even made a video for them ๐" [X Link](https://x.com/arndxt_xo/status/1998139339747057867) 2025-12-08T21:15Z 46.8K followers, 1308 engagements "gm solfrens literally it means $SOL to the moon" [X Link](https://x.com/arndxt_xo/status/1998928244675109038) 2025-12-11T01:30Z 46.8K followers, 1056 engagements "@0xCheeezzyyyy @ParticleNtwrk @UseUniversalX I love $PARTI going forward these sort of chain complexities will be abstract so simple such that the retail wont know that they are interacting with anything blockchain related" [X Link](https://x.com/arndxt_xo/status/1999453672296869987) 2025-12-12T12:17Z 46.8K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@arndxt_xo arndxtEdgeX Exchange has been gaining attention, recently ranking #2 in fees and then #1, surpassing other major players. The exchange's growth and adoption are notable, with some users expressing bullish sentiments about its potential. Additionally, other projects such as Composenetwork and SSV Network are also gaining traction with their innovative technologies.
Social category influence finance cryptocurrencies exchanges stocks social networks technology brands products countries
Social topic influence crypto #2323, defi, bullish #3207, web3 #2753, the first, if you, so i #1746, onchain, alpha, solana
Top accounts mentioned or mentioned by @thesmartape @foxixyz @trong0322 @0xandrewmoh @eli5defi @flowslikeosmo @cryptoshiro @pendlefi @thedefiplug @cchungccc @avax @karamata22 @momochenming @twindoges @marsdefi @rektdiomedes @cryptostreamhub @arbitrum @izucrypt @defiminty
Top assets mentioned Solana (SOL) Bitcoin (BTC) Ethereum (ETH) Cloudflare, Inc. (NET) Avici (AVICI) Ethena (ENA) Sologenic (SOLO) BlackRock Inc (BLK) TRON (TRX) GaiAI Token (GAIX) Nillion (NIL) ALEO (ALEO) Zcash (ZEC) Railgun (RAIL) Houdini Swap (LOCK) Kamino (KMNO) Bitcoin Cash (BCH) Noble Corporation (NE) Hyperliquid (HYPE) Mantle (MNT)
Top posts by engagements in the last XX hours
"ICOs have been getting some of the best investments lately with @echodotxyz @MetaDAOProject $AZTEC have already gotten $50m committed in a day X more days to go this time @Uniswap will have their own ICO launchpad co-built with @aztecnetwork launching the first Continuous Clearing Auction (CCA) public sale model i am pretty bullish on $AZTEC token sale this week on Uniswap i believe it's the HTTPS moment for blockchain. Aztec have secured backing from Vitalik and Stani (Aave founder) before launch and it's Vitalik's final public angel check that hasn't ICOed yet. it will be the one of the"
X Link 2025-12-03T10:30Z 46.8K followers, 2541 engagements
"I hope you've found this thread helpful. X. Follow me @arndxt_xo X. Subscribe to Threading on the Edge newsletter X. Join my telegram channel for more alpha Retweet Comment and Like the first tweet below if you can:"
X Link 2025-12-03T16:48Z 46.8K followers, XXX engagements
"a few days back cloudflare goes down all of the internet evaporates. honestly moments like these make the thesis even clearer to me. so ive dug up the drawers for some spare phones and made this little "phonefarm" setup. ๐ i started with two iphone now even an old android phone has joined the crew and it works lol tiny setup but its cool knowing these little devices are part of a network trying to break the cloud monopoly. there wont be a case where "our server died so your entire stack is gone. this is exactly why im so bullish on depin and why im proud to see $11m raised. some @Acurast"
X Link 2025-11-23T09:44Z 46.8K followers, 5827 engagements
"study metadao launches this is exactly how the best asymmetry trades look before they rerate $AVICI did a 10x and on hindsight this would have been the best trade for the year all while BTC dumps. the next trade would be $SOLO and its the $ENA of solana so i am pretty bullish because it finally completes the missing defi stack meme trading on solana makes up only X% of all volume very heartening to see that we are maturing and this aligns exactly with solana becoming very close to a 24/7 wall street. so lately @MetaDAOProject launches have been cooking utility and this is the part that CT"
X Link 2025-11-28T18:52Z 46.8K followers, 20K engagements
"i've soon come to realize its been a journey since etfs were launched. till date blackrock records the highest revenue generated from bitcoin etfs. br holds X% of all $BTC. let that sink. #1 revenue. the very meta of decentralization to be in the hands of the public is now slowly getting eaten away by some of the world's largest institutionals and making more money than us all. ibit = fastest etf in history to have amassed $70B AUM now blackrocks #1 revenue engine. perplexed as i am i cant seem to wrap my head around institutions and general market participants not buying bitcoin rather they"
X Link 2025-11-30T06:52Z 46.8K followers, 2132 engagements
"The macro timing cannot get better with @sagaxyz_'s institutional FX mechanics natively on L1. TradFi rates dropping stablecoin adoption accelerating globally cross-chain infra maturing institutional interest in tokenized assets. Now they're back with the most interesting DeFi primitive I've seen all year: onchain carry trades. And you're sleeping on it because it's not trending. ngmi ๐งต"
X Link 2025-12-03T16:47Z 46.8K followers, 2676 engagements
"This is where Saga separates from the Terra collapse: Terra's "yield" came from ponzi emissions and faith in algo-stable mechanics. Saga's yield comes from: Trade route arbitrage Peg rebalancing fees Volatility scalping Real ecosystem utility"
X Link 2025-12-03T16:47Z 46.8K followers, XX engagements
"The arbitrage mechanism is clever: When $D or $MUST drift from peg arb traders step in to rebalance. They earn the spread Protocol earns fees LPs earn from volume System strengthens It's the Chicken Bonds model but productized across an entire DeFi stack. Every price movement = yield generation"
X Link 2025-12-03T16:47Z 46.8K followers, XX engagements
"unpopular opinion: @trondao is the largest and oldest surviving rev sharing protocol one of the best business model study $TRX ๐๐๐"
X Link 2025-12-05T07:37Z 46.8K followers, 1454 engagements
"We are maturing into a more robust industry and these are obvious concerns that we should solve. @cz_binance shares some salient points. Privacy is a big and yet touchy topic we are treading on. I have been a long proponent of privacy and that is the basic human right and advantage. As more institutions enter defi blockchains will serve more of their purpose and become more opaque they are exercising their privacy right. I love seeing projects like @brevis_zk @aztecnetwork @CantonNetwork @AleoHQ building in the privacy space. And some recently popping in the @solana ecosystem @UmbraPrivacy"
X Link 2025-12-07T12:39Z 46.8K followers, 2746 engagements
"we are underestimating the power of users/distribution as a moat. @Weixin_WeChat is the best example of a superapp in web2 then web3 wallets will be the financial superapps for web2 users in web3 note that actual web3 users probably doesnt care about super apps but would appreciate it because we long degeneracy i think @phantom here is leading by example laggard wallets like @Rabby_io @MetaMask is catching on. for those with distribution strength such as new upcoming wallets and neobanks can easily pivot into this category soon @ether_fi @rainbowdotme @useTria @aave @LidoFinance productizing"
X Link 2025-12-09T03:59Z 46.8K followers, 2677 engagements
"@cosmos_atom_ @Weixin_WeChat they can be anything possible onchain credit score which then becomes your reputation your onchain identity can even use it to sign in to apps all without users knowing that there is a web3 or blockchain element behind"
X Link 2025-12-09T04:58Z 46.8K followers, XX engagements
"@thelearningpill @Weixin_WeChat A wallet compliation would be interesting"
X Link 2025-12-09T05:56Z 46.8K followers, XX engagements
"stablecoins is the beautiful (lie) they are crypto's only real product and proof we've failed and then succeeded at everything we promised. we keep building better pipes we believed we create new money free from state control. however the truth is we've built better plumbing for moving their money. anything useful at scale gets regulated. stablecoins are becoming too systematically important to stay in the dark. we'll get licensed compliant boring and so the cypherpunk dream dies but the infrastructure wins. i've made peace with it. we set out to replace central banks. we ended up replacing"
X Link 2025-12-09T10:21Z 46.8K followers, 3290 engagements
"i've been analyzing the yield infrastructure space and Solid's positioning is interesting. while XX% of crypto holders earn X% on stables $1B+ has already flowed to yield-bearing stablecoin holders. banks at XXX% top defi at 8-14%. @SolidYield thesis: aggregate @Morpho / @pendle_fi yields + visa rails + non-custodial UX. no gas no bridging passkey auth. essentially @Revolut UX with DeFi backend. points program live with X early multiplier. standard airdrop farming playbook but the product actually ships. worth monitoring if you're yield-positioned. here is a table of comparison across"
X Link 2025-12-10T14:37Z 46.8K followers, 2186 engagements
"I caught $WET when @humidifi launched and it gone onto to do a 2x I am looking to open a position small conviction buy for $GAIX in the dips waiting for the double bottom before scooping why - @GaiAIio raised $10m - testnet surpassed 100k users within XX hours of launch - over 1m+ creative assets already registered on-chain - community thriving: generating 20000+ daily creative discussions forming an organic creator network There will be a comeback arc I think that's a bet worth taking"
X Link 2025-12-10T19:42Z 46.8K followers, 3565 engagements
"the regulatory normalization thesis is correct but incomplete what 2025 actually proved is that legitimacy is a double-edged blade. institutions brought capital and their risk framework. and that framework treats crypto like any other rate-sensitive asset watch what happened to high-FDV launches. the market learned to price dilution analogous to how a bond trader prices duration risk. "billion dollar valuation X% float" isn't a meme anymore. the buy-side now runs DCF models on unlock schedules same story with stablecoins. XUSD deUSD both collapsed because defi tried to financialize yield"
X Link 2025-12-11T15:51Z 46.8K followers, 1983 engagements
"this isnt alpha but in the spirit of thanksgiving and christmas i strongly urge everyone to take a pause and lend me X secs of your time. not only in crypto the incentive structure has always designed to extract not give. so i thought to give a shoutout to and support my friend @YashasEdu for his fundraising effort to build schools and fund kids education. its NOT your 20B fdv project alright actual schools actual kids getting their education paid for. @ashen_one is also another friend of mine who is also building @telagacharity for a few years now and built a school in indonesia entirely"
X Link 2025-12-12T09:53Z 46.8K followers, 1716 engagements
"$NIL is one of my favorite privacy coins aside from $ZEC $ALEO $RAIL $LOCK i am bullish for @nillion as it is going to @ethereum and its largest unlock is the self-reinforcing economic flywheel that forms once $NIL becomes an ERC-20 integrated into the largest ecosystem in crypto i analyzed the flywheel in the simplest most high-leverage structure: X. more access more developers more private compute usage moving to ethereum places NIL in front of: millions of wallets thousands of dev teams every major infra stack (restaking L2s deFi ai agents) this drastically increases the surface area for"
X Link 2025-11-15T00:17Z 46.8K followers, 6074 engagements
"I've been mapping the derivatives product stack and I found a gap that in fact every ecosystem is facing: a missing options market. The alpha: BNB Chain processes 3M daily txns (vs ETH's 1.2M) hosts $5.5B TVL yet had ZERO native options infrastructure until @TermMaxFi launched recently. For context: @ethereum has had @ribbonfinance @DeriveXYZ (ex-lyra) @HegicOptions @KyanExchange since 2021-2022. BNB chain just got their very first and only call/put options market. I believe TermMax would be the best positioned product amongst all other options protocols. In the whole of Binance eco there"
X Link 2025-12-04T15:05Z 46.8K followers, 2284 engagements
"@jussy_world @solana @kamino @hylo_so @LinceFinance @DeFiCarrot one of the rare avenues on Solana where people can earn Bitcoin yields @SolvProtocol largest on chain bitcoin reserve"
X Link 2025-12-07T11:34Z 46.8K followers, XXX engagements
"@CryptoKoryo tbh i havnt heard of $BCH for the longest time and not sure what they are doing. i should really check them for being the BEST L1"
X Link 2025-12-07T11:42Z 46.8K followers, XXX engagements
"@Neoo_Nav @HyperliquidX @Rightsideonly @PendleIntern @tn_pendle @kenodnb @crypto_linn @BTCLIN @KazumaxCrypto @0xCheeezzyyyy @JiraiyaReal Super insightful. Love this financial product analogous to interest rate swaps. Awesome write up ser"
X Link 2025-12-10T07:51Z 46.8K followers, XX engagements
"@rektdiomedes man its a mega thought post here. enjoyed this read ser"
X Link 2025-12-10T08:25Z 46.8K followers, XXX engagements
"rekt got me thinking deeper about how we moralize work itself. we've inherited this calvinist impulse to justify our labor through transcendent purpose but most human work throughout history has been neither noble nor ignoble just necessary. real estate and medicine contain their corruptions but the real insight is that all economic coordination involves trade-offs between efficiency and exploitation innovation and extraction. crypto's transparency about these dynamics is perhaps its most honest feature not its worst. we're comparing crypto not to actual alternatives (corporate monotony"
X Link 2025-12-10T10:14Z 46.8K followers, 3888 engagements
"@0x99Gohan very interesting. please let me know when you are building coffee RWA on @Mantle_Official they will be happy to have something like that there"
X Link 2025-12-11T11:54Z 46.8K followers, XXX engagements
"its been less than X months since I first called out Harmonix and nothing has changed. im still extremely bullish going into their ICO on @echodotxyz and TGE next month sonar sale participants have have their downside protected there will be a protection floor treasury in place: if $HAR trades below the sale level after a fixed period the vault automatically buy back $HAR + $HYPE will be redistributed to $HAR stakers. @harmonixfi has a product people actually use and a community that isnt botted to hell. look at the sale structure: $600k overflow XXX% unlocked at TGE no shady private rounds"
X Link 2025-12-02T03:49Z 46.8K followers, 1377 engagements
"You can't replicate this moat. $MNT is now the #21 coin by mcap and the LARGEST L2 token by far and nearly XX% above $ARB. Mantle IS Bybit's official chain If you watched $BNB's 2021 run you know exactly what this setup means. Here's why $MNT every other L2 token ๐ Other L2s: Build tech hope users come pump narratives Mantle: Built WITH 20M+ verified Bybit users as the distribution layer from day one While other chains larped RWA in November Mantle actually shipped with institutional-grade partners: - @Anchorage Digital custody integration - @DMZ_Finance: First DFSA-approved tokenized MMF"
X Link 2025-12-02T15:45Z 46.8K followers, 4609 engagements
"i've been seeing TPUs around a lot and its not thermo plastic urethane. a quick breakdown on what Tensor Processing Units (TPUs) actually are ๐ in short web3 compute evolves like this into a split-stack compute model: CPU: logic control flow execution GPU: messy parallelism branching flexible workloads TPU: ZK proofs PQC signatures AI inference ASIC: hashing fixed primitives ZK proofs PQC signatures decentralized AI all collapse into the same primitive: dense matrix operations. so GPUs simulate tensor compute TPUs are built for it. people arent using TPUs because of X reasons X. CUDA Moat"
X Link 2025-12-02T20:27Z 46.8K followers, 1971 engagements
"@Nick_Researcher @dabit3 would be really interesting to see more coverage on robotics such as $PEAQ $BREW $ROBA :)"
X Link 2025-12-05T09:49Z 46.8K followers, XX engagements
"not advice. i'm probably wrong. but i'm in anyway. tired of seeing many empty yield promises but this one is different $132M TVL with zero emissions. i had to read that twice. in a market where protocols literally pay people to use them @almanak has a whale sitting on $17M and generating $5.96M in annualized fees (to curators). if you change your perspective almanak is selling you time not yields. love to look into their looping strategy (coming soon): borrow loop rebalance unwind with AI managing liquidation risk + some bullish pointers below ๐ 1) their @pendle_fi setup is honestly"
X Link 2025-12-05T17:45Z 46.8K followers, 2428 engagements
"anyway its 4am when i wrote this. probably should stop doom-thinking crypto's structural problems .on the decay of crypto's original thesis. been going through this piece and it's surfacing some things worth unpacking one the ideological pipeline and its terminus the Rand libertarian cypherpunk crypto builder pathway represents an interesting case study in how revolutionary movements get captured by their own incentive structures. the original vision of cryptographic money as a tool for individual sovereignty had internal logical consistency. the problem is that "build parallel financial"
X Link 2025-12-06T06:27Z 46.8K followers, 5087 engagements
"metaDAO is undervalued and watching CT not understand the flywheel eco + revenue analysis has been very frustrating again another late night rant so im supposed to be asleep but i saw @notthreadguys take comparing @metadaoproject to @pumpfun and i cant sleep because this is genuinely one of the most midcurve takes thats somehow gotten traction recently. so i thought to elaborate my analysis here and let me walk through why this is completely cooked ๐ 1.the fundamental category analysis lets align that $pump is indeed a fee extraction mechanism on capital destruction. you cant compare a"
X Link 2025-12-06T18:46Z 46.8K followers, 9272 engagements
"@obchakevich_ @Revolut @raincards @MetaMask @gnosispay @binance @BitgetWallet very very insightful list. let me add a few at the top of my mind @surfcashx @offgridcash"
X Link 2025-12-08T04:03Z 46.8K followers, XXX engagements
"Because I have a phone farm this is probably the best DePIN thesis I've seen: - 159K phones already processing - 529M+ transactions - across XXX countries. If they execute this will change cloud economics. If not just another infra play that bleeds out post-TGE. I'm watching @Acurast closely and i even made a video for them ๐"
X Link 2025-12-08T21:15Z 46.8K followers, 1308 engagements
"gm solfrens literally it means $SOL to the moon"
X Link 2025-12-11T01:30Z 46.8K followers, 1056 engagements
"@0xCheeezzyyyy @ParticleNtwrk @UseUniversalX I love $PARTI going forward these sort of chain complexities will be abstract so simple such that the retail wont know that they are interacting with anything blockchain related"
X Link 2025-12-12T12:17Z 46.8K followers, XXX engagements
/creator/twitter::arndxt_xo