# ![@ballsyalchemist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2352646771.png) @ballsyalchemist Yuki is short, so is life

Yuki is short, so is life posts on X about tokenization, liquidity, onchain, hyperliquid the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2352646771/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:interactions.svg)

- [--] Week [-----] +237%
- [--] Month [------] -61%
- [--] Months [-------] +87%
- [--] Year [-------] -40%

### Mentions: [--] [#](/creator/twitter::2352646771/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:posts_active.svg)

- [--] Months [--] +20%
- [--] Year [---] -44%

### Followers: [-----] [#](/creator/twitter::2352646771/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:followers.svg)

- [--] Week [-----] +0.41%
- [--] Month [-----] +5.10%
- [--] Months [-----] +12%
- [--] Year [-----] +30%

### CreatorRank: [---------] [#](/creator/twitter::2352646771/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  46% [exchanges](/list/exchanges)  #4403 [cryptocurrencies](/list/cryptocurrencies)  8% [technology brands](/list/technology-brands)  7% [currencies](/list/currencies)  4% [stocks](/list/stocks)  4% [events](/list/events)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[tokenization](/topic/tokenization) 15%, [liquidity](/topic/liquidity) #2895, [onchain](/topic/onchain) 12%, [hyperliquid](/topic/hyperliquid) #310, [crypto](/topic/crypto) 5%, [in the](/topic/in-the) 5%, [stablecoins](/topic/stablecoins) 4%, [if you](/topic/if-you) 3%, [the first](/topic/the-first) 3%, [flow](/topic/flow) 3%

**Top accounts mentioned or mentioned by**
[@tenbinlabs](/creator/undefined) [@0xjiawei](/creator/undefined) [@0x94305](/creator/undefined) [@aeyakovenko](/creator/undefined) [@hocryptogu](/creator/undefined) [@trustlessstate](/creator/undefined) [@velvetmilkman](/creator/undefined) [@warplordeth](/creator/undefined) [@raffisapire](/creator/undefined) [@thelatestindefi](/creator/undefined) [@doveywan](/creator/undefined) [@kisaguncan](/creator/undefined) [@0xfuturistic](/creator/undefined) [@cairoeth](/creator/undefined) [@garrettbullish](/creator/undefined) [@bankrunbarry](/creator/undefined) [@securitize](/creator/undefined) [@cosmosatom](/creator/undefined) [@meshclans](/creator/undefined) [@midasrwa](/creator/undefined)

**Top assets mentioned**
[USDC (USDC)](/topic/usdc) [Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [Tesla tokenized stock (TSLAX)](/topic/$tslax) [Transocean LTD. (RIG)](/topic/$rig) [Cardano (ADA)](/topic/cardano) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We just dropped a primer on @tenbinlabs going over the high-level architecture on how Tenbin does tokenization so that its assets can be liquid. For anyone asking me how Tenbin works please do check this out. If you have any Qs drop comments here. Will try to answer ;) 1/ Introducing Tenbin Primer: Tenbin is the first multi-asset issuance protocol that ensures institutional liquidity and near-instant minting/redemption for all its tokenized assets. https://t.co/1yNXnfO4PZ 1/ Introducing Tenbin Primer: Tenbin is the first multi-asset issuance protocol that ensures institutional liquidity and"  
[X Link](https://x.com/ballsyalchemist/status/2018713864334934028)  2026-02-03T15:51Z [----] followers, [----] engagements


"Hyperliquid: 24/7 trading enables better expression of pre-market pricing before market opening. CME: Extremely dominant liquidity and pricing sources that captures all institutional flow. Will be interested to see CME expands its trading hrs to 24/7 beyond crypto assets. https://t.co/ymM9sKTGsx https://t.co/ymM9sKTGsx"  
[X Link](https://x.com/ballsyalchemist/status/2020696832721219644)  2026-02-09T03:10Z [----] followers, [----] engagements


"Also the fact that we are now comparing HL against CME is extremely bullish for HL lol Hyperliquid"  
[X Link](https://x.com/ballsyalchemist/status/2020696844633072061)  2026-02-09T03:10Z [----] followers, [---] engagements


"Great read. It's worth noting that some of the very top VIP [--] members on Binance could get T+1 liquidation with some a hefty subscription fee. Effectively you can pay Binance to get a 24hr loan in the event of liquidation. For some folks it's totally worth the cost. And I agree lol https://t.co/6WOKh6dqXF https://t.co/6WOKh6dqXF"  
[X Link](https://x.com/ballsyalchemist/status/2022183164874305694)  2026-02-13T05:36Z [----] followers, [----] engagements


"Many delta neutral stablecoins are just giving premium on top of Aave USDC yield (4%) by taking advantage of the fact that around 50% of its holders don't stake their stables hence foregoing yield. Fascinating that this % is also consistent across many similar project"  
[X Link](https://x.com/ballsyalchemist/status/1985102379868721567)  2025-11-02T21:51Z [----] followers, 12.3K engagements


"@0xjiawei T+1 liquidation is quite common in TradFi for any margin call. They may still get liquidated if they can't pay back the credit"  
[X Link](https://x.com/ballsyalchemist/status/2022313528493854929)  2026-02-13T14:14Z [----] followers, [--] engagements


"@kisaguncan The dApps can just build/adopt the infra they need when they need"  
[X Link](https://x.com/ballsyalchemist/status/1893826416896098317)  2025-02-24T00:52Z [----] followers, [--] engagements


"There will be survivorship bias due to delays from most routers today. 0x Cow UniX all have 2-3 block delays before execution. An extra 24-36 seconds could shift against the user's trade. To study this full access to offchain driver/auctioneer data is needed which isn't always transparent now. The counterargument for not having delay is that if the traders are uninformed then they should be less time-sensitive. But.I am skeptical of that view"  
[X Link](https://x.com/ballsyalchemist/status/1895598636228051010)  2025-02-28T22:15Z [----] followers, [--] engagements


"99% of the tokenized asset on-chain (USD stables🫢) will be downonly. JUST IN: Gold reaches new all-time high of $3560 https://t.co/6Xwdp1yhkP JUST IN: Gold reaches new all-time high of $3560 https://t.co/6Xwdp1yhkP"  
[X Link](https://x.com/ballsyalchemist/status/1963258294736228495)  2025-09-03T15:10Z [----] followers, [---] engagements


"Credit will be ur mum & dad's solution for uncollateralized lending. Still remember discussing the idea with @0xfuturistic and @cairoeth back in Devcon for ETHBangkok. One of the most exciting web3 dApps fulfilling offchain uncollateralized lending demand from REAL HUMAN. LFG Announcing Credit an automated undercollateralized lending system built on stablecoins. Live since December [----] it has issued 175000+ loans to 100000+ unique borrowers worldwide We raised $6.6M led by Paradigm with Nascent and strategic angels to scale and expand Credit https://t.co/BJjxG2aa7P Announcing Credit an"  
[X Link](https://x.com/ballsyalchemist/status/1971836788483469514)  2025-09-27T07:18Z [----] followers, [----] engagements


"5% unlock for Jump == 1.4% airdropped to Jump Price will prob also Jump. .off the cliff. What is going on with this double zero token allocation schedule Jump has almost a third and Malbec labs seems like a jump like entity Malbec Labs is a core engineering company founded by Jump Crypto engineers https://t.co/HCQ3TAoYXg What is going on with this double zero token allocation schedule Jump has almost a third and Malbec labs seems like a jump like entity Malbec Labs is a core engineering company founded by Jump Crypto engineers https://t.co/HCQ3TAoYXg"  
[X Link](https://x.com/ballsyalchemist/status/1973233864278716417)  2025-10-01T03:49Z [----] followers, [----] engagements


"@0x94305 Who is hosting Binance Cup so Alex can arb them in real-life"  
[X Link](https://x.com/ballsyalchemist/status/1976041917193584688)  2025-10-08T21:48Z [----] followers, [---] engagements


"@GarrettBullish Hyperliquid"  
[X Link](https://x.com/ballsyalchemist/status/1978191352581026061)  2025-10-14T20:09Z [----] followers, [--] engagements


"PAXG the LEADING tokenized gold is so illiquid that a remotely sized buy order ($3.64M) on BINANCE can cause a massive candle that liquidate all shorts on PAXG perps. This means that we can manipulate the pricing of PAXG (or other tokenized assets alike) to quite easily perform hairpin attack on the corresponding perps. This is so ridiculous that it's almost funny. Despite PAXG being in the space for over half a decade the tokenized asset space has a lot more room to improve on the liquidity front in order for it to scale to many billions in the future. IMO the issue underlying lies deeper in"  
[X Link](https://x.com/ballsyalchemist/status/1978960446427168905)  2025-10-16T23:05Z [----] followers, [----] engagements


"EF holds a huge ETH Treasury Do ZERO Treasury management even ETH staking. Underpay the core researchers by at least 70% (some of the best guys are getting little over 100k a year) While EF grants gets abused to hell paying 200k+ grant for ppl working 10hr/wk"  
[X Link](https://x.com/ballsyalchemist/status/1980282209375260986)  2025-10-20T14:37Z [----] followers, 45.3K engagements


"@Bank_Run_Barry That's the DeFi eco funds. But imo that's still just public good / eco supports. I am talking about separate issue of managing an org"  
[X Link](https://x.com/ballsyalchemist/status/1980334036666183863)  2025-10-20T18:03Z [----] followers, [---] engagements


"Tokenized RWA is the next big sh*t. Cool but 99% of them cant even be liquidated efficiently on-chain. RWAs today are illiquid non-composable and as useful as memecoin minus the meme & pump. Thats the sad truth. Tenbin Since joining @Securitize it's clear that the biggest blocker of RWA adoption in DeFi is that redemption periods (for private assets) are far longer than what we are accustomed to in DeFi. However this blocker poses a product idea. A protocol that: 1) accepts stables for Since joining @Securitize it's clear that the biggest blocker of RWA adoption in DeFi is that redemption"  
[X Link](https://x.com/ballsyalchemist/status/1980989030704840965)  2025-10-22T13:26Z [----] followers, [----] engagements


"@cosmos_atom_ Indeed"  
[X Link](https://x.com/ballsyalchemist/status/1981005220399460860)  2025-10-22T14:30Z [----] followers, [--] engagements


"@MeshClans But most traditional assets we tokenize are already liquid in tradfi. And yet they are still illiquid AF onchain. That imo is ridiculously inefficient"  
[X Link](https://x.com/ballsyalchemist/status/1981005573161394621)  2025-10-22T14:31Z [----] followers, [--] engagements


"Exactly Not being able to liquidate onchain is already a major issue imo aka having to wait 1-2 days. Sure MM can stomach the duration risk and front the capital for liqudiation but that just increase the cost of liqudiation even higher and narrow the capacity of capital willing to perform such deeds in the market. Stablecoin has much better time in that regards given the LPing stable pair is a lot safer than doing it for non stable pair + Curve liqudity is quite good and attractive for that too"  
[X Link](https://x.com/ballsyalchemist/status/1981020361605918778)  2025-10-22T15:30Z [----] followers, [--] engagements


"It's always a good idea to have many backup AI gf across the globe. I recommend: us-east-1 us-west-2 ap-northeast-3 (very cultured) ap-southeast-7 (could be ladyboy sometimes be aware) All in all Get a real one if u can. Or else you need a DevOps engineer to maintain em. when your ai girlfriend was on aws us east [--] https://t.co/cBARNJScuU when your ai girlfriend was on aws us east [--] https://t.co/cBARNJScuU"  
[X Link](https://x.com/ballsyalchemist/status/1981073830161306069)  2025-10-22T19:03Z [----] followers, [----] engagements


"You should only loop tokenized fund product if you wanna eat massive discounts when sh*t hit da fan Fund manager always try to maximize the utility rate of the capital. But this means slower asset redemption and less liquidity. Loop this at ur own risk. Hey @MidasRWA and @hyperithm You are promoting mHYPER as a "liquid yield token". I would be very curious to see what happens if everyone tries to withdraw from this liquid yield token. Thank you. https://t.co/ljueyf5HW3 Hey @MidasRWA and @hyperithm You are promoting mHYPER as a "liquid yield token". I would be very curious to see what happens"  
[X Link](https://x.com/ballsyalchemist/status/1981829162899034135)  2025-10-24T21:04Z [----] followers, [---] engagements


"Perp doing its perp thing why are people slamming nasdaq 1% above market lmeow https://t.co/VdzHDY27y4 why are people slamming nasdaq 1% above market lmeow https://t.co/VdzHDY27y4"  
[X Link](https://x.com/ballsyalchemist/status/1982153876611408173)  2025-10-25T18:34Z [----] followers, [----] engagements


"Was digging around and its oracle design and it's clear that it took much effort to enable off-market hour pricing. Turning NDX100 future price to spot for oracle Adjust the spot oracle with EMA on bid/ask spread Add bunch of safeguards/params http://trade.xyz http://trade.xyz"  
[X Link](https://x.com/ballsyalchemist/status/1982573695332921372)  2025-10-26T22:22Z [----] followers, [----] engagements


"@based16z Hyperliquid"  
[X Link](https://x.com/ballsyalchemist/status/1982645106307182862)  2025-10-27T03:06Z [----] followers, [---] engagements


"Tokenization of RWA makes ZERO SENSE currently. For those wondering why u should read this. Well said by @ThinkingUSD Tenbin @joaomendoncaaaa Nice subtweet even better lack of nuance that perps are different to onchain IOUs with no governance rights. Perps are a derivative contracts on the underlying spot reference price. Trading spot equities is virtually free for retail traders on any reasonable brokerage. The @joaomendoncaaaa Nice subtweet even better lack of nuance that perps are different to onchain IOUs with no governance rights. Perps are a derivative contracts on the underlying spot"  
[X Link](https://x.com/ballsyalchemist/status/1982810751489245482)  2025-10-27T14:04Z [----] followers, [----] engagements


"Alright let's see which L1/L2 chains gone down with AWS outage JUST IN: Amazon's AWS experiences widespread outages again. https://t.co/IZWPP1tvdk JUST IN: Amazon's AWS experiences widespread outages again. https://t.co/IZWPP1tvdk"  
[X Link](https://x.com/ballsyalchemist/status/1983584925266686035)  2025-10-29T17:21Z [----] followers, [----] engagements


"This was Hyperliquid back in [----]. INSANE glowup. Whoever did their rebranding from their original coloring should be retired by now"  
[X Link](https://x.com/ballsyalchemist/status/1983675826240696689)  2025-10-29T23:22Z [----] followers, [----] engagements


"@solana @jimcramer @aeyakovenko @rajgokal @KyleSamani @MadMoneyOnCNBC no wonder why the market tanked SOL dropped 6% already since this pic.ugh"  
[X Link](https://x.com/ballsyalchemist/status/1984019047823118700)  2025-10-30T22:06Z [----] followers, [---] engagements


"Spot is comfy Perp is uncomfy"  
[X Link](https://x.com/ballsyalchemist/status/1984257700033949927)  2025-10-31T13:54Z [----] followers, [----] engagements


"@aeyakovenko Retardio"  
[X Link](https://x.com/ballsyalchemist/status/1984695452306980917)  2025-11-01T18:54Z [----] followers, [---] engagements


"@SubZer01_ @jeffthedunker Why don't they just deploy on T-bill/MM fund tho Like BUIDL fund could work too given there seems to have no upper cap on that fund"  
[X Link](https://x.com/ballsyalchemist/status/1985387003098079527)  2025-11-03T16:42Z [----] followers, [--] engagements


"http://x.com/i/article/1986109847910424576 http://x.com/i/article/1986109847910424576"  
[X Link](https://x.com/ballsyalchemist/status/1986115053787988051)  2025-11-05T16:55Z [----] followers, 13.1K engagements


"Stablecoin sure is one of the first and the most adopted forms of tokenized assets. But imo the reason why it deserve its own category as stabelcoin is because it's a denominating asset which almost all exchanges uses as the basis of pricing. That itself sets it apart from thousands of other tokenized assets. Saying other assets will have liquidity problems resolved over time similar to stabelcoin imo is a major oversight of the economics of other tokenized assets on & offchain as well as the market structure that enabled the adoption of stablecoin in the space today"  
[X Link](https://x.com/ballsyalchemist/status/1986292436881060037)  2025-11-06T04:39Z [----] followers, [---] engagements


"Tokenization should unlock composability and new utility for the assets. But when it comes with tradfi frictions (mint/redeem fee + redemption delays/cap) without TradFi liquidity were just porting price inefficient and illiquid assets on-chain. tenbin. https://t.co/wpwZcSFCor https://t.co/wpwZcSFCor"  
[X Link](https://x.com/ballsyalchemist/status/1986466772288217265)  2025-11-06T16:12Z [----] followers, [---] engagements


"100000 / [--------] = average price of [------] per TSLAX TSLA was trading at [------] at the time you posted in post-market trading That's 63bps of slippage for just 100k. I am a complete supporter for RFQs as the best model for RWAs but this is not the best example to show This isn't to say that @bebop_dex got any issues. It's the asset pricing itself on-chain is fundamentally crooked with how they are issued. Great catch by @hocryptogu You currently get $99.66k worth of $TSLAx with 100k $USDC on Ethereum. 0.34% slippage on a 6-figure @bebop_dex swap while traditional markets are CLOSED. xStocks"  
[X Link](https://x.com/ballsyalchemist/status/1986472153936441482)  2025-11-06T16:34Z [----] followers, [----] engagements


"@iivycai bu zhi dao"  
[X Link](https://x.com/ballsyalchemist/status/1986480684957888630)  2025-11-06T17:07Z [----] followers, [--] engagements


"Time to rotate from crypto alts to ENERGY and COMMODITIES. Im still figuring out which specific markets I want to lean into but it looks increasingly clear that these areas have strong tailwinds going into the next decade - Energy - Commodities (uranium oil gas gold copper etc) - Emerging markets $URNM $XLE $RIG https://t.co/kz6TAtLFSI Im still figuring out which specific markets I want to lean into but it looks increasingly clear that these areas have strong tailwinds going into the next decade - Energy - Commodities (uranium oil gas gold copper etc) - Emerging markets $URNM $XLE $RIG"  
[X Link](https://x.com/ballsyalchemist/status/1989392677071458573)  2025-11-14T17:59Z [----] followers, [----] engagements


"Phantom: "Axiom prints me no print enuf. Me like printer go brrr." Phantom Terminal *Opens desktop browser* 🖥Meet Phantom Terminal your new platform for pro-level trading on the web. Trade smarter with advanced charts real-time data and ultra-fast execution. And with your positions synced to mobile you can manage trades anywhere anytime. Now in beta 👻 https://t.co/wardFoH97h *Opens desktop browser* 🖥Meet Phantom Terminal your new platform for pro-level trading on the web. Trade smarter with advanced charts real-time data and ultra-fast execution. And with your positions synced to mobile"  
[X Link](https://x.com/ballsyalchemist/status/1992645686261924214)  2025-11-23T17:25Z [----] followers, [---] engagements


"It's actually refreshing touching grass at a good governance forum and read up about their past proposals. You get see how things are done in the open. Good grass. Def recommend https://gov.ethenafoundation.com/t/proposal-onboarding-aaves-ausdc-and-ausdt-as-usde-backing-assets/532/6 https://gov.ethenafoundation.com/t/proposal-onboarding-aaves-ausdc-and-ausdt-as-usde-backing-assets/532/6"  
[X Link](https://x.com/ballsyalchemist/status/1995272898316214481)  2025-11-30T23:25Z [----] followers, [----] engagements


"@TrustlessState @danrobinson @paradigm @tempo lmaooooooooooo"  
[X Link](https://x.com/ballsyalchemist/status/1996311675151020128)  2025-12-03T20:12Z [----] followers, [---] engagements


"BRICS country launching their new currency backed by Gold and thier own currency is cool. BUT They are launching on CARDANO Either they don't know what they are doing or their devs only knows Haskell/Nix or they don't like Eth since it possess the most USD stable and do not wanna launch in the same chain with that much USD.lol https://www.ccn.com/education/crypto/dollar-debasement-fears-brics-gold-backed-unit-currency-explained/ https://www.ccn.com/education/crypto/dollar-debasement-fears-brics-gold-backed-unit-currency-explained/"  
[X Link](https://x.com/ballsyalchemist/status/1998815638287167700)  2025-12-10T18:02Z [----] followers, [----] engagements


"We are talking about ADL again. Thought we are out of the bear market already. Those who can do Those who can't fud Before writing a paper maybe learn the definition of what you are studying ADL does not "transfer pnl to HLP." It treats HLP entirely symmetrically with users. **ADL has nothing to do with HLP or backstop liquidations** ADL did not https://t.co/kGiI4wvYNy Those who can do Those who can't fud Before writing a paper maybe learn the definition of what you are studying ADL does not "transfer pnl to HLP." It treats HLP entirely symmetrically with users. **ADL has nothing to do with"  
[X Link](https://x.com/ballsyalchemist/status/1998883995749351824)  2025-12-10T22:34Z [----] followers, [----] engagements


"I bought $250000 worth of eggs. No that is not a typo. That is roughly [---] million Grade AA eggs forty refrigerated pallets stacked like a protein-backed Fort Knox. An asset the poultry market simply cannot supply fast enough the moment anything in the world goes wrong. Most people would call it insanity. But let me explain the thesis. A dozen costs about $4.00 today. Over the past [--] years egg prices have risen faster than CPI wages and even crude oil climbing more than [---] percent since the mid 1990s especially whenever avian flu wipes out supply. Meanwhile feed costs rise farms consolidate"  
[X Link](https://x.com/ballsyalchemist/status/1999185671177621705)  2025-12-11T18:33Z [----] followers, [----] engagements


"@mdudas @DeFi_Dad If the revenue on Hyperliquid is inclusive of Hypercore why isn't the dex volume inclusive of Hypercore volume also If they want to only consider the HyperEVM strictly then the revenue should be reflecting that as well. @DefiLlama"  
[X Link](https://x.com/ballsyalchemist/status/2000000790149333373)  2025-12-14T00:32Z [----] followers, [----] engagements


"RWA is basically a glorified memecoin right now. Dead asset on-chain illiquid af (partly why it's dead) extremely prone to market manipulation via Binance's illiquid spot market with a disgustingly broken market structure. Tenbin innit https://t.co/FhRUJty98j https://t.co/FhRUJty98j"  
[X Link](https://x.com/ballsyalchemist/status/2000620955350020448)  2025-12-15T17:36Z [----] followers, [----] engagements


"@VelvetMilkman @sergey_nog @axelar Nada Nothing Rien"  
[X Link](https://x.com/ballsyalchemist/status/2000698727812538460)  2025-12-15T22:45Z [----] followers, [---] engagements


"Did Coinbase just start Stablecoin as a service Now competing against M0 Ethena and all other stabelcoin projects tryna do SaaS If they bring this exclusively on Base then also competing against Tempo. 👀 Introducing Coinbase Custom Stablecoins. Create a branded stablecoin for your business backed 1:1 by collateral custodied by Coinbase. Earn rewards on activity Seamless interoperability across chains Tap into Coinbases global distribution https://t.co/DJ3Wcq4Zhn Introducing Coinbase Custom Stablecoins. Create a branded stablecoin for your business backed 1:1 by collateral custodied by"  
[X Link](https://x.com/ballsyalchemist/status/2001749101306642709)  2025-12-18T20:19Z [----] followers, [----] engagements


"@icryptan well but if they are facing bunch of non-crypto companies (trad fintech comapnies) they can always nudge base ahead of other chains for deployment optiosn if they wanted to"  
[X Link](https://x.com/ballsyalchemist/status/2002050374942048660)  2025-12-19T16:16Z [----] followers, [--] engagements


"By virtue of providing YB incentive to LPs you are in essence subsidizing the LP to deposit the capital there which in turn attract more volume. Given that it's a protocol we also cannot overlook the likelihood of farmers wash trading it. ofc i have to look into it more to confirm"  
[X Link](https://x.com/ballsyalchemist/status/2002168162830131243)  2025-12-20T00:04Z [----] followers, [--] engagements


"@0xTommyGenesis @0x94305 I totally don't know why ppl would do that on platforms like @Aster_DEX and tens of other perp & non-perp DEXes"  
[X Link](https://x.com/ballsyalchemist/status/2002463139846308288)  2025-12-20T19:36Z [----] followers, [--] engagements


"HL seems to display really good comm here. But where is the fud tho Lol Or is this weekly reminding folks just how robust HL is Hyperliquid is built on a foundation of onchain transparency. A recent article made several claims that are factually incorrect: + Solvency: Every dollar is accounted for; the author failed to count native HyperEVM USDC. + Integrity: Testnet functions are exactly that - testnet Hyperliquid is built on a foundation of onchain transparency. A recent article made several claims that are factually incorrect: + Solvency: Every dollar is accounted for; the author failed to"  
[X Link](https://x.com/ballsyalchemist/status/2003140557867208895)  2025-12-22T16:28Z [----] followers, [----] engagements


"With all the Aave DAO vs Aave Labs drama founders gotta think thrice before they launch the DAO and fully decentralize the governance and stewardship of the protocol. To be very clear: - This is not in ethos my proposal. Aave Labs has (for whatever reason) unilaterally submitted my proposal to vote in a rush with my name on it and without notifying me at all. If asked I would not have approved it. - It was not my intention to submit the To be very clear: - This is not in ethos my proposal. Aave Labs has (for whatever reason) unilaterally submitted my proposal to vote in a rush with my name on"  
[X Link](https://x.com/ballsyalchemist/status/2003181860072177705)  2025-12-22T19:12Z [----] followers, [---] engagements


"There has been a trend of projects wrapping extremely illiquid instruments (i.e. off-chain loan agreements OTC products and assets usually considered risky and far from blue-chip) into "stablecoins." If you squint hard enough it looks awfully like Celcius before it blew up"  
[X Link](https://x.com/ballsyalchemist/status/2003242077191377234)  2025-12-22T23:11Z [----] followers, [---] engagements


"Stablecoin got adopted. Eth also got adopted. But Eth price got abandoned. Stablecoin adoption looking good here. https://t.co/MfoaQTxxwX Stablecoin adoption looking good here. https://t.co/MfoaQTxxwX"  
[X Link](https://x.com/ballsyalchemist/status/2005400226547523701)  2025-12-28T22:07Z [----] followers, [---] engagements


"@izebel_eth @demk0814 @0xngmi Kurumichan looking so innocent and yet playing with fire like no tmr (20x leverage)"  
[X Link](https://x.com/ballsyalchemist/status/2005470707225161977)  2025-12-29T02:47Z [----] followers, [---] engagements


"Was checking through and noticed sth very strange. A [--] block reorg happened in the last [--] months That's like 6mins worth of txs on mainnet reverted I can't believe if this actually happened or if it's some measurement error Quite concerning. http://reorg.pics http://reorg.pics"  
[X Link](https://x.com/ballsyalchemist/status/2006111147796078724)  2025-12-30T21:12Z [----] followers, [---] engagements


"In most cases if the reorg happen within [--] blocks of depth (which I thought was almost always true) the off-chain side can just wait out the txs confirmation for extra blocks to gain confidence on the txs inclusion"  
[X Link](https://x.com/ballsyalchemist/status/2006111151248015504)  2025-12-30T21:12Z [----] followers, [---] engagements


"But if [--] block reorg can happen every [--] months it would effectively require protocol to have a full epoch confirmation which is over 6mins waiting period to execute on those user orders. That would be a horrible UX. https://twitter.com/i/web/status/2006111152674123860 https://twitter.com/i/web/status/2006111152674123860"  
[X Link](https://x.com/ballsyalchemist/status/2006111152674123860)  2025-12-30T21:12Z [----] followers, [---] engagements


"I am noticing there is a gradual divide between institutions coming on-chain: ones that embrace crypto as it is and tokenize their fund/asset on-chain VS ones that attempt to recreate a version of crypto that they feel comfortable with. And so far those two versions of crypto do not have a touchpoint nor does it seem to merge in the middle. While it's good that institutions are *forced* to adopt blockchain and tokenize things on-chain we have to be acutely aware that their vision for crypto may be quite different from ours and the broader retails using crypto. https://t.co/9DprNAhgJG"  
[X Link](https://x.com/ballsyalchemist/status/2006141063912624421)  2025-12-30T23:11Z [----] followers, [---] engagements


"I often see tweets that start with . "Everyone fuds on whatever project but here is what they overlooked. **Proceed to elaborate on some feature descriptions** " Bra where are the fuds Are ppl imagining the fud just to write a post about it Is that a new meta here"  
[X Link](https://x.com/ballsyalchemist/status/2008385449207775522)  2026-01-06T03:49Z [----] followers, [---] engagements


"@dcfgod @kaiynne @D2_Finance @pondermint @berachain @infinex The burn is crazy but the 60ppl headcount is even crazier. Why do they need 60ppl for Is everyone output so low that they need so many more heads"  
[X Link](https://x.com/ballsyalchemist/status/2008391324076999033)  2026-01-06T04:13Z [----] followers, [---] engagements


"@VannaCharmer Is Kalshi farming a thing also"  
[X Link](https://x.com/ballsyalchemist/status/2009019267430404397)  2026-01-07T21:48Z [----] followers, [---] engagements


"Tokenization has been resolved internally. Tenbin This marks a new era of tokenization. Let the juice flow. https://t.co/UcwShzvg9I This marks a new era of tokenization. Let the juice flow. https://t.co/UcwShzvg9I"  
[X Link](https://x.com/ballsyalchemist/status/2010755435439997121)  2026-01-12T16:47Z [----] followers, [---] engagements


"Here is a question that bothered me for a long time: If you tokenize an asset (FX commodities stock.) but trade strictly worse than the market-price & suffers extremely poor liquidity on-chain why would anyone use those tokenized asset Tokenization has been resolved internally. Tenbin Tokenization has been resolved internally. Tenbin"  
[X Link](https://x.com/ballsyalchemist/status/2010870490835931553)  2026-01-13T00:24Z [----] followers, [---] engagements


"Tokenization was supposed to massively increase capital mobility but it ended up creating dead assets that cannot be used as liquid collateral for lending and are very expensive to use and trade currently. This has to change. Or else Tokenization is just a meme"  
[X Link](https://x.com/ballsyalchemist/status/2010870492627157216)  2026-01-13T00:24Z [----] followers, [---] engagements


"@Natan_benish If ur prop-AMM doesn't include RFQ swaps then would say RFQ-based DEX"  
[X Link](https://x.com/ballsyalchemist/status/2011102824306999517)  2026-01-13T15:47Z [----] followers, [---] engagements


"Your definition of tokenization imo is very narrow and frankly impractical. Based on your line of thoughts one can also argue that noboby own anything they hold in the bank because it's non-custodial and bank can lend out your money to others at their will. I think most of ppl here talking about tokenization is aligned in the practical sense. https://twitter.com/i/web/status/2011154857198305390 https://twitter.com/i/web/status/2011154857198305390"  
[X Link](https://x.com/ballsyalchemist/status/2011154857198305390)  2026-01-13T19:14Z [----] followers, [---] engagements


"@dberenzon let me get in there real quick. Will DM once I am out"  
[X Link](https://x.com/ballsyalchemist/status/2011156050263822507)  2026-01-13T19:19Z [----] followers, [---] engagements


"Your argument seems to assume that takers from the integration-end will be fee sensitive which often isn't true esp when the fee diff is only few bps(negligible for most retail uninformed flows). If the integrators take whatever bps from BuilderCode I don't see how they won't keep it consistent across both hype and lighter for fee-insensitive flow. Arguably some frontend can just take additional bps on top of all fee if they have enough leverage"  
[X Link](https://x.com/ballsyalchemist/status/2011283786755911946)  2026-01-14T03:46Z [----] followers, [---] engagements


"Tokenization is broken. Most of you agree but few realize the scale of the fallout. Soon I will show you how broken it is. Tenbin https://t.co/4go1HVLNgr https://t.co/4go1HVLNgr"  
[X Link](https://x.com/ballsyalchemist/status/2011489646732099883)  2026-01-14T17:24Z [----] followers, [----] engagements


"Was chatting with a friend from Blackstone the other day. I asked him about their private credit business. He said Yeah these days its getting much harder to sell private credit at prices buyers want. I said Wait but theres so much of it coming on-chain. He looked at me laughed and said You guys are exit liquidity for those debts. I said Some people are trying to wrap it into a stablecoin on Ethereum. His smile vanished. He started selling ETH on the spot"  
[X Link](https://x.com/ballsyalchemist/status/2012284097712836717)  2026-01-16T22:01Z [----] followers, [----] engagements


"RT @warplord_eth: Super excited to see @ballsyalchemist cooking Thank you for letting me be a part of this journey"  
[X Link](https://x.com/ballsyalchemist/status/2016300570957799607)  2026-01-28T00:01Z [----] followers, [--] engagements


"Tokenization is Broken Weve succeeded at bringing asset prices and ownership on-chain. However we failed to bring the things that make those assets useful in the first place: liquidity credit markets and reliable http://x.com/i/article/2010539319975354368 http://x.com/i/article/2010539319975354368"  
[X Link](https://x.com/anyuser/status/2011092586065277192)  2026-01-13T15:06Z [----] followers, 47.8K engagements


"RT @RaffiSapire: Congrats to @ballsyalchemist Proud to back you first as a @thelatestindefi research fellow and now as a founder. Tenbin"  
[X Link](https://x.com/anyuser/status/2016299171482067055)  2026-01-27T23:55Z [----] followers, [--] engagements


"RT @willnuelle: Tokenization of assets through Cayman SPVs never made that much sense to me. There's no liquidity around the tokenized asse"  
[X Link](https://x.com/anyuser/status/2016300105528492447)  2026-01-27T23:59Z [----] followers, [--] engagements


"RT @VelvetMilkman: big congrats on the raise @tenbinlabs - incredibly excited to be backing @ballsyalchemist and the team"  
[X Link](https://x.com/anyuser/status/2016300277914313094)  2026-01-28T00:00Z [----] followers, [--] engagements


"RT @RyanSAdams: Deep liquidity is the thing missing from tokenized real world asset. Tenbin fixing this. Excited to support at @BanklessV"  
[X Link](https://x.com/ballsyalchemist/status/2016313647526789151)  2026-01-28T00:53Z [----] followers, [--] engagements


"RT @DoveyWan: Stoked to back @tenbinlabs @ballsyalchemist from Primitive. We're at the "bits to atoms" inflection: decades optimizing digit"  
[X Link](https://x.com/ballsyalchemist/status/2016489217610727540)  2026-01-28T12:31Z [----] followers, [--] engagements


"RT @MonetSupply: super excited to back the @tenbinlabs team theyre taking a differentiated approach to tokenization that will provide bet"  
[X Link](https://x.com/ballsyalchemist/status/2016537724430549366)  2026-01-28T15:43Z [----] followers, [--] engagements


"RT @TrustlessState: Great to see tokenization technology progressing into new more sophisticated frontiers In the future we will look ba"  
[X Link](https://x.com/ballsyalchemist/status/2016653989438509191)  2026-01-28T23:25Z [----] followers, [--] engagements


"RT @primitivecrypto: Thesis led by @0XTony0X Excited to support Tenbin @tenbinlabs @ballsyalchemist @hocryptogu @jake_lang Tenbin is"  
[X Link](https://x.com/ballsyalchemist/status/2016761799811678426)  2026-01-29T06:34Z [----] followers, [--] engagements


"OMG Google finally got its in-browser split view function to enable reading of two pages within one chrome window. So bullish lol Max bidding $GOOG"  
[X Link](https://x.com/ballsyalchemist/status/2017148448748032358)  2026-01-30T08:10Z [----] followers, [----] engagements


"Who would've thought that precious metals can become even more volatile than crypto. Crazy world we livin rn"  
[X Link](https://x.com/ballsyalchemist/status/2018217583502360763)  2026-02-02T06:59Z [----] followers, [---] engagements


"Wen enshrined PBS I'm waiting for the $PBS airdrop. Ok but for real wen 😂"  
[X Link](https://x.com/ballsyalchemist/status/1643032883487965192)  2023-04-03T23:29Z [----] followers, [---] engagements


"@just1human1 it's just wrapped Aave pool when funding arb isn't profitable"  
[X Link](https://x.com/ballsyalchemist/status/1985386451526434869)  2025-11-03T16:39Z [----] followers, [---] engagements


"Gold at 400B would be nice. 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/ballsyalchemist/status/1989410130191159641)  2025-11-14T19:08Z [----] followers, [----] engagements


"@0x94305 For the chance of seeing Alex shaving head we shall thoroughly investigate wether it's 653M of trader loss or not"  
[X Link](https://x.com/ballsyalchemist/status/1998885606181720140)  2025-12-10T22:40Z [----] followers, [---] engagements


""the dollar fell by 0.3% against the yen 4% against the renminbi 12% against the euro 13% against the Swiss franc and 39% against gold (which is the second largest reserve currency and the only major non-fiat currency). . The best major investment of the year was long gold (returning 65% in dollar terms) which outperformed the S&P index (which returned 18% in dollars) by 47%. Or said differently the S&P fell by 28% in gold-money terms." The dollar also fell by 15% against MXN and 12.5% against BRL. Meanwhile both BRL and MXN T-bill yielding 15% and 8% APY respectively. So if you held BRL or"  
[X Link](https://x.com/ballsyalchemist/status/2009018795835171170)  2026-01-07T21:46Z [----] followers, [---] engagements


"Last week I released a piece analyzing the liquidity landscape for some of the tokenized assets on and off-chain. From just looking at those graphs I am disheartened by the fact that on-chain citizens like us have to suffer from such a cruelty (in fees and slippages). Zero reason for folks to hold tokenized asset on-chain if they can hold em off-chain. Zero reason for MM to provide liquidity on-chain with such high inventory requirement and opportunity cost And yet there are still billions of those assets on-chain. Truly incredible Tenbin https://t.co/OUjjezP22X https://t.co/OUjjezP22X"  
[X Link](https://x.com/ballsyalchemist/status/2014446320304726151)  2026-01-22T21:13Z [----] followers, [----] engagements


"I am excited to share that Tenbin raised a 7.1M seed round. I have been working on this project in "stealth" for the past [--] months. This is the story of why I started Tenbin. Tenbin is excited to announce a $7.1M seed round led by @galaxyhq to tackle the broken tokenization space of today. https://t.co/Zia7oU7AMg Tenbin is excited to announce a $7.1M seed round led by @galaxyhq to tackle the broken tokenization space of today. https://t.co/Zia7oU7AMg"  
[X Link](https://x.com/ballsyalchemist/status/2016165435427979403)  2026-01-27T15:04Z [----] followers, 15.5K engagements


"First liquidity for tokenized assets is bootstrapped on AMMs even though the underlying assets trade in deep and liquid TradFi markets. This approach is capital inefficient and does not scale. Many such cases even with crypto majors"  
[X Link](https://x.com/ballsyalchemist/status/2016165439626477627)  2026-01-27T15:04Z [----] followers, [---] engagements


"Second the tokenization process is still constrained by slow TradFi settlement forcing on-chain markets to rely on AMMs for instant liquidity"  
[X Link](https://x.com/ballsyalchemist/status/2016165441929150704)  2026-01-27T15:04Z [----] followers, [---] engagements


"It gets worse. Many tokenized assets trade at a persistent premium to their off chain equivalents. This spread comes from mint and redeem fees and the cost (fee + opportunity cost) of arbitraging slow and constrained minting/redemption rails. Higher friction leads to wider spreads often [--] to [--] bps"  
[X Link](https://x.com/ballsyalchemist/status/2016165446932967446)  2026-01-27T15:04Z [----] followers, [---] engagements


"So today users pay twice. They pay liquidity costs from shallow on chain markets and a price premium versus off chain exposure. Tokenization has mostly only solved accessibility issues but that shouldn't be the case if tokenization is done right"  
[X Link](https://x.com/ballsyalchemist/status/2016165449080390059)  2026-01-27T15:04Z [----] followers, [---] engagements


"If built correctly tokenized assets should be as liquid as their off chain counterparts while maximizing capital mobility composability and flexible asset allocation & collateralization strategy on-chain with diverse array of tokenized asset to choose from"  
[X Link](https://x.com/ballsyalchemist/status/2016165451299168375)  2026-01-27T15:04Z [----] followers, [---] engagements


"That is the future we are building at Tenbin. Tokenization from first principles optimized for liquidity and utility on-chain. Follow @tenbinlabs for further updates Tenbin"  
[X Link](https://x.com/ballsyalchemist/status/2016165453140578474)  2026-01-27T15:04Z [----] followers, [---] engagements


"@RaffiSapire @thelatestindefi Your research initiative has inspired many projects and I believe will continue to do so going forward Long DeFi long Research Thanks you for the continued support"  
[X Link](https://x.com/ballsyalchemist/status/2016299520980877314)  2026-01-27T23:57Z [----] followers, [--] engagements


"Tokenization with the way we do it today not only brought the prices on-chain but also brought the need to re-boostrap liquidity due to the friction from off-chain infra. Ppl off-chain are ok wiht T+1 or [--] settlement but DeFi cannot function without immediate liquidity i.e lending protocols. So that is a fundamental issue with how we tokenized asset today that brough tradfi inefficiencies. https://twitter.com/i/web/status/2016300046199955494 https://twitter.com/i/web/status/2016300046199955494"  
[X Link](https://x.com/ballsyalchemist/status/2016300046199955494)  2026-01-27T23:59Z [----] followers, [--] engagements


"@warplord_eth Thanks for the support Devin ;)"  
[X Link](https://x.com/ballsyalchemist/status/2016300514821210326)  2026-01-28T00:01Z [----] followers, [--] engagements

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