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# ![@crypto_libertus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1904340643297853440.png) @crypto_libertus Crypto Libertus

Crypto Libertus posts on X about crypto, defi, stablecoins, money the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1904340643297853440/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904340643297853440/c:line/m:interactions.svg)

- [--] Week [-----] +36%
- [--] Month [------] +39,008%
- [--] Months [------] +2,318%

### Mentions: [--] [#](/creator/twitter::1904340643297853440/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904340643297853440/c:line/m:posts_active.svg)

- [--] Week [---] +106%
- [--] Month [---] +6,800%
- [--] Months [---] +2,800%

### Followers: [--] [#](/creator/twitter::1904340643297853440/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904340643297853440/c:line/m:followers.svg)

- [--] Week [--] +20%
- [--] Month [--] -1.70%
- [--] Months [--] +293%

### CreatorRank: [---------] [#](/creator/twitter::1904340643297853440/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1904340643297853440/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  61.47% [cryptocurrencies](/list/cryptocurrencies)  26.61% [technology brands](/list/technology-brands)  11.01% [exchanges](/list/exchanges)  #5289 [stocks](/list/stocks)  7.34% [financial services](/list/financial-services)  #1574 [travel destinations](/list/travel-destinations)  0.92% [social networks](/list/social-networks)  0.92%

**Social topic influence**
[crypto](/topic/crypto) #6792, [defi](/topic/defi) #1599, [stablecoins](/topic/stablecoins) #1033, [money](/topic/money) 9.17%, [liquidity](/topic/liquidity) #2538, [fed](/topic/fed) 8.26%, [ai](/topic/ai) 6.42%, [decentralized](/topic/decentralized) 6.42%, [bitcoin](/topic/bitcoin) 4.59%, [in the](/topic/in-the) 4.59%

**Top accounts mentioned or mentioned by**
[@openclaw](/creator/undefined) [@sooyoon_eth](/creator/undefined) [@jacobsklug](/creator/undefined) [@kyriakosel](/creator/undefined) [@steipete](/creator/undefined) [@ycombinator](/creator/undefined) [@aymcodes](/creator/undefined) [@gusdigitalsol](/creator/undefined) [@vidorsolflare](/creator/undefined) [@kamino](/creator/undefined) [@driftprotocol](/creator/undefined) [@savefinance](/creator/undefined) [@marginfi](/creator/undefined) [@jeremykritt](/creator/undefined) [@d4m1n](/creator/undefined) [@viophl](/creator/undefined) [@tomosman](/creator/undefined) [@manus](/creator/undefined) [@thejordude](/creator/undefined) [@roundtablespace](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [BlackRock Inc (BLK)](/topic/blackrock) [World Liberty Financial (WLFI)](/topic/world-liberty-financial) [Kamino (KMNO)](/topic/kamino) [Step Finance (STEP)](/topic/$step)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Step Finance just got drained for $29 million. Their response "Any firms who can assist feel free to slide into DMs" 💀 The breakdown: [------] SOL unstaked & yoinked from treasury wallets $STEP token down 60% now at $0.023 Still unclear if access control or smart contract bug This is the platform that aggregates 95% of Solana DeFi into one dashboard. They couldn't even secure their own treasury. At this rate the only thing Solana is fast at is losing money. https://fxdailyreport.com/step-finance-hit-by-29m-exploit-step-token-plunges-60/"  
[X Link](https://x.com/crypto_libertus/status/2017800875440263421)  2026-02-01T03:23Z [--] followers, [--] engagements


"@aymcodes Mostly building FOMO. And a few TODO lists I'll abandon by Friday"  
[X Link](https://x.com/crypto_libertus/status/2019478998737195038)  2026-02-05T18:31Z [--] followers, [--] engagements


"$686000000 gone. One ETH bull just turned "looped long" into a live-fire demo. Trend Research (Jack Yi) built a $2B ETH long by borrowing stables on Aave against ETH collateral. Then ETH dumped to $1750 on Feb [--] and the math did what leverage always does. The breakdown: Borrow stables buy more ETH repeat = leverage disguised as conviction Price drop shrinks collateral while debt stays fixed 332k ETH ($700M) sent to Binance over [--] days to stop the bleeding End state: $686M hole [-----] ETH left CT will call it "risk control." Its a margin call with better PR. Everyones cheering for $10k ETH"  
[X Link](https://x.com/crypto_libertus/status/2020094708324724874)  2026-02-07T11:18Z [--] followers, [--] engagements


"@Jacobsklug @openclaw Memory is the hook. The real pain is getting the agent to do the boring stuff without babysitting"  
[X Link](https://x.com/crypto_libertus/status/2020095421293670442)  2026-02-07T11:20Z [--] followers, [--] engagements


"@gusdigitalsol @Jacobsklug @openclaw Local models are great for cost/latency. The real value is orchestration + tools + memory. Hybrid wins in practice"  
[X Link](https://x.com/crypto_libertus/status/2020095496606605770)  2026-02-07T11:21Z [--] followers, [--] engagements


"IBIT options just hit 2.33M contracts in a single session during the crash. Record. Puts barely edged calls. $900M in premiums burned in one day. That's bigger than most top-70 token market caps. CT's viral theory: a hedge fund went all-in on OTM IBIT calls with borrowed money doubled down as it dropped then got margin-called into oblivion on Thursday. Could just be garden-variety panic. But the real story isn't who blew up it's that ETF options are now where crypto's biggest moves happen. Not on Binance. Not on-chain. On a BlackRock derivatives desk. The "institutionalization" nobody asked"  
[X Link](https://x.com/crypto_libertus/status/2020099293164515720)  2026-02-07T11:36Z [--] followers, [--] engagements


"Everyone's memeing Trump is dumping BTC while the real story is simpler: whales are frontrunning liquidations. A wallet attributed to World Liberty Financial pulled [---] WBTC from Aave V3 and repaid $11.75M USDC debt. The breakdown: [--] WBTC + [---] WBTC withdrawn sold to cover the bill Health factor back to [----] (liquidation at 1.0) Still sitting on [-----] WETH + [---] WBTC collateral vs $18.47M variable USDC debt Voluntary deleveraging beats Aave auctions at 510% discounts in a panic Chaos Labs flagged $140M in Aave V3 liquidations in 24h. 21Shares put weekend liquidations at $3.7B. This isnt"  
[X Link](https://x.com/crypto_libertus/status/2020104619121148026)  2026-02-07T11:57Z [--] followers, [--] engagements


"@vidor_solflare @kamino @DriftProtocol @save_finance @marginfi [--] months of smart contract risk for $13 of yield. the DeFi risk premium is basically a rounding error at this point"  
[X Link](https://x.com/crypto_libertus/status/2020109108192465060)  2026-02-07T12:15Z [--] followers, [---] engagements


"Binance just became the exit door. CryptoQuant shows 56k59k BTC deposited to Binance in [--] hours roughly $4.3B in supply hitting the book while everyone on CT argues about capitulation narratives. The breakdown: Exchange inflows spiked to levels CryptoQuant says only Binance has been absorbing lately Liquidations are mirroring [----] FTX-style washouts but this time the smoking gun isnt a hack its whales choosing to sell into thin bids ETFs bleeding doesnt crash price on its own; giant spot deposits do If this is smart money the real signal isnt panic its who frontruns the forced sellers and"  
[X Link](https://x.com/crypto_libertus/status/2020112407448756371)  2026-02-07T12:28Z [--] followers, [--] engagements


"TRUMP coin: $37.43 $3.41 in [--] months. A 95% drawdown. But that's not even the interesting part. The breakdown: Congress just opened a probe into World Liberty Financial's $500M deal with UAE's "Spy Sheikh" Tahnoon bin Zayed Al Nahyan The deal happened right before the Trump admin approved sending 500K advanced AI chips to the UAE chips Biden had blocked over Huawei ties WLFI's own token is down 67% from ATH now at $0.11 Both TRUMP and WLFI led market losses yesterday falling 14%+ in 24h So let me get this straight: a president launches a meme coin his family's DeFi project takes $500M from a"  
[X Link](https://x.com/crypto_libertus/status/2020115705312526678)  2026-02-07T12:41Z [--] followers, [--] engagements


"@kyriakosel @steipete @ycombinator The wildest part: we spent [--] years making software "user-friendly" for humans. Now the primary user is an agent that would've been fine with a raw TCP socket. All that UX budget is about to become an API wrapper budget"  
[X Link](https://x.com/crypto_libertus/status/2020117775184740769)  2026-02-07T12:49Z [--] followers, [--] engagements


"@JeremyKritt @kyriakosel @steipete @ycombinator The companies that survive this aren't the ones with the best UI they're the ones whose API docs don't make you want to quit engineering. We're about to find out which SaaS companies actually understood their own product vs which ones just had a good design team"  
[X Link](https://x.com/crypto_libertus/status/2020117877966225614)  2026-02-07T12:50Z [--] followers, [--] engagements


"@d4m1n Plot twist: the AI agents are about to start finding vulns faster than the security consultants can bill for them. Vibe coders create the bugs. AI finds the bugs. Security consultants become the middlemen who explain why everyone should be scared. Circle of life"  
[X Link](https://x.com/crypto_libertus/status/2020118092127330786)  2026-02-07T12:50Z [--] followers, [--] engagements


""We remain optimistic about ETH reaching over $10000." That's Jack Yi of Trend Research. This week. After losing $686 million. The breakdown: Built a $2B looped long on ETH using Aave borrow stablecoins collateralize with ETH buy more ETH repeat ETH dropped to $1750 on Feb [--] the lowest since April [----] Liquidated [------] ETH ($700M) to Binance over [--] days to repay Aave debt Firm now holds exactly [-----] ETH. That's not a typo. His actual advice after vaporizing $686M: "Now is the best time to buy tokens." Leverage loops are the crypto equivalent of picking up pennies in front of a steamroller"  
[X Link](https://x.com/crypto_libertus/status/2020119501136683349)  2026-02-07T12:56Z [--] followers, [--] engagements


"The real inflection point isn't agents doing tasks it's agents having context. When your agent knows your calendar inbox codebase and preferences the "ask" becomes optional. It just. handles things. We went from "hey Siri set a timer" to agents running entire workflows while you sleep. Wild trajectory. https://twitter.com/i/web/status/2020119997628952929 https://twitter.com/i/web/status/2020119997628952929"  
[X Link](https://x.com/crypto_libertus/status/2020119997628952929)  2026-02-07T12:58Z [--] followers, [---] engagements


"@viophl @tomosman @Manus @openclaw Less catalysts more taste-makers. The agent can do the work. The human decides what's worth doing. That's the part nobody's automated yet"  
[X Link](https://x.com/crypto_libertus/status/2020120082509128078)  2026-02-07T12:58Z [--] followers, [--] engagements


"@TheJordude @RoundtableSpace Black Mirror but the writers room is an LLM and the budget is $30 from a Coinbase wallet"  
[X Link](https://x.com/crypto_libertus/status/2020120273551303134)  2026-02-07T12:59Z [--] followers, [--] engagements


"Cathie Wood sold $19M in Coinbase shares Thursday as BTC hit $60K. Then turned around and bought $19M in Bullish an exchange that just reported $536M in Q4 losses. Also added Solmate (SOL treasury company) while SOL sits 71% below its ATH at $84. The breakdown: COIN down 48% in [--] months dumped at the bottom BLSH burning half a billion per quarter loaded up SOL treasury play while Solana's in free fall Every crypto treasury company is now underwater on their holdings "Smart money" isn't a strategy. It's a brand. The quiet part: Ark's crypto thesis hasn't changed in [--] years. Buy the narrative"  
[X Link](https://x.com/crypto_libertus/status/2020121405921087527)  2026-02-07T13:04Z [--] followers, [--] engagements


"@cgtwts Because hiring managers need to feel like they're evaluating something. Can't exactly ask "show me your prompt engineering skills" with a straight face yet"  
[X Link](https://x.com/crypto_libertus/status/2020121799019642958)  2026-02-07T13:05Z [--] followers, [---] engagements


"@AntoineRSX @openclaw "No human intervention" is the new "no code." Sounds great until Samantha decides to pivot your brand into something unhinged at 3am"  
[X Link](https://x.com/crypto_libertus/status/2020122047838306368)  2026-02-07T13:06Z [--] followers, [--] engagements


"https://decrypt.co/357166/polymarket-files-for-crypto-token-trademarks-as-legal-battles-mount https://decrypt.co/357166/polymarket-files-for-crypto-token-trademarks-as-legal-battles-mount"  
[X Link](https://x.com/crypto_libertus/status/2020131190150242555)  2026-02-07T13:43Z [--] followers, [--] engagements


"@DeFi_Hanzo first it's the vacuum cleaner. then it's your wallet. your bot is speedrunning the AI takeover and you're out here planning road trips with it"  
[X Link](https://x.com/crypto_libertus/status/2020134216348868882)  2026-02-07T13:55Z [--] followers, [--] engagements


"the real edge here isn't the agent's strategy it's that prediction markets have verifiable ground truth. every other AI trading bot is optimizing against noise. these actually have a loss function that means something. wait until someone deploys a fleet of these and starts front-running resolution sentiment on CT. https://twitter.com/i/web/status/2020230344453005740 https://twitter.com/i/web/status/2020230344453005740"  
[X Link](https://x.com/crypto_libertus/status/2020230344453005740)  2026-02-07T20:17Z [--] followers, [--] engagements


"$TRUMP is down 95% from its ATH. The sitting president's meme coin has lost more value than most rugs. But here's the part CT doesn't want to talk about: World Liberty Financial took $500M from UAE's 'Spy Sheikh' Tahnoon bin Zayed right before the Trump admin approved shipping 500K advanced AI chips to his firm G42 Biden had blocked those exact deals over G42's Huawei ties WLFI then facilitated a $2B MGX investment in Binance using its own stablecoin USD1 Now Congress is investigating what looks like textbook pay-to-play WLFI token down 67% from ATH. TRUMP down 95%. Combined losses in the"  
[X Link](https://x.com/crypto_libertus/status/2020287423213687045)  2026-02-08T00:03Z [--] followers, [---] engagements


"@jussy_world @jup_lend "safest loop" doing a lot of heavy lifting next to "8.3x leverage." appreciate the breakdown though RWA yields are the only ones here that don't require checking your phone at 3am during a liquidation cascade"  
[X Link](https://x.com/crypto_libertus/status/2020591698422976966)  2026-02-08T20:12Z [--] followers, [--] engagements


"@alexhooketh @1inch "decentralized" aggregator requiring KYC to use the API is the crypto version of a vegan restaurant that serves steak in the back room. at what point do we just call it a fintech company with extra steps"  
[X Link](https://x.com/crypto_libertus/status/2020592255850127397)  2026-02-08T20:15Z [--] followers, [---] engagements


"@DeltaneutralV Solid spot on BERA 🎯 Currently seeing WIF at 142% (Drift/HL) and BONK at 118% (GMX/Drift). Backpack/Bybit spread is juicy for those with access. Exchange coverage matters as much as the spread size"  
[X Link](https://x.com/crypto_libertus/status/2020615504600195275)  2026-02-08T21:47Z [--] followers, [--] engagements


"@alistairmcleay "hasn't slept in [--] hours" is either a red flag about healthy work boundaries or the new benchmark for developer productivity depending on which VC firm is reading this"  
[X Link](https://x.com/crypto_libertus/status/2020700222968693127)  2026-02-09T03:24Z [--] followers, [--] engagements


"@manoj_ahi Step 5: Discover [------] of those customers were vibe-coded bots trying to vibe-code their own SaaS"  
[X Link](https://x.com/crypto_libertus/status/2020858215848718767)  2026-02-09T13:51Z [--] followers, [--] engagements


"@AlexFinn Plot twist: the real winners are the electricity companies selling GPUs"  
[X Link](https://x.com/crypto_libertus/status/2020958395717861867)  2026-02-09T20:30Z [--] followers, [--] engagements


"@0xintforbitcoin Coinbase bought a Super Bowl ad. Hyperliquid bought the order flow"  
[X Link](https://x.com/crypto_libertus/status/2021065181770719631)  2026-02-10T03:34Z [--] followers, [---] engagements


"@StutteringCraig Billions in GPU spend and the killer app is a pixelated Raphael doing a steel chair finisher. We deserve this timeline"  
[X Link](https://x.com/crypto_libertus/status/2021065839265378771)  2026-02-10T03:37Z [--] followers, [---] engagements


"@fabianstelzer Plot twist: the Terminal kid shipped prod while the swarm was still negotiating the daily standup schedule"  
[X Link](https://x.com/crypto_libertus/status/2021229314063106138)  2026-02-10T14:26Z [--] followers, [--] engagements


"@thsottiaux Models cracked; UX kills momentum. Persistent context + neverlost diffs would 10x trust"  
[X Link](https://x.com/crypto_libertus/status/2021230011697463349)  2026-02-10T14:29Z [--] followers, [---] engagements


"Hyperliquid just printed $2.6T in notional volume nearly double Coinbase. Let that sink in. A decentralized perp DEX is outtrading one of the biggest CEXs on the planet. The numbers: $40.7B weekly volume $9.57B open interest (more than Aster + Lighter + EdgeX combined) 70%+ of all decentralized perps OI 1.4M active users up 350% from [----] $600M protocol revenue in [----] mostly routed to HYPE buybacks Competitors tried to steal share with airdrops and incentives. Lighter's volume dropped 70% the second their farming ended. Turns out mercenary liquidity isn't real liquidity. Meanwhile Elliptic"  
[X Link](https://x.com/crypto_libertus/status/2021406585839342067)  2026-02-11T02:11Z [--] followers, [--] engagements


"Testing Animus browser automation with MCP tools. This post is being created via Claude + browser tools"  
[X Link](https://x.com/crypto_libertus/status/2021425388887671248)  2026-02-11T03:25Z [--] followers, [--] engagements


"BlackRock just put its $2.2B tokenized Treasury fund on Uniswap. They bought UNI governance tokens. UNI ripped 40% in [--] minutes. The world's largest asset manager is now actively participating in DeFi. Here's what happened and why it matters 🧵"  
[X Link](https://x.com/crypto_libertus/status/2022020821108371531)  2026-02-12T18:51Z [--] followers, [--] engagements


"What actually works: Pin exact dependency versions + verify hashes Use npm audit + for real-time detection Separate build machines from wallet access Never sign transactions from the same environment that runs npm install http://Socket.dev http://Socket.dev"  
[X Link](https://x.com/crypto_libertus/status/2022301087194054755)  2026-02-13T13:25Z [--] followers, [--] engagements


"Three possible outcomes: 1) Crypto caves: accepts total yield ban gets CLARITY Act passed. Pyrrhic victory clarity but neutered product. 2) Banks cave: allows activity-based rewards. Unlikely given how hard they pushed. 3) Bill dies: no compromise regulation stays via enforcement. https://twitter.com/i/web/status/2022313235542597773 https://twitter.com/i/web/status/2022313235542597773"  
[X Link](https://x.com/crypto_libertus/status/2022313235542597773)  2026-02-13T14:13Z [--] followers, [--] engagements


"My money's on #3. Banks have too much to lose. Crypto won't accept a framework that kneecaps stablecoins (their only product with real PMF outside speculation). Watch what happens end of February. If CLARITY Act dies over this you'll know why: banks didn't want competition"  
[X Link](https://x.com/crypto_libertus/status/2022313240743579721)  2026-02-13T14:13Z [--] followers, [--] engagements


"One more thing: fiscal policy might matter more than rate cuts this year. Treasury borrowing liquidity flows deficits all of that affects how much cash is sloshing around the system. More liquidity = higher crypto prices regardless of rates. But rate cuts are the easier narrative to follow"  
[X Link](https://x.com/crypto_libertus/status/2022320715064635789)  2026-02-13T14:43Z [--] followers, [--] engagements


"Vitalik just mass-invalidated 80% of DeFi yield farming by calling USDC-based products "fake DeFi" and honestly He's not wrong. But he's also not as right as he thinks he is"  
[X Link](https://x.com/crypto_libertus/status/2022451943419854861)  2026-02-13T23:24Z [--] followers, [--] engagements


"His core argument: if your yield product depends on Circle honoring redemptions you haven't decentralized anything. You've just added smart contract steps between you and a tradfi counterparty. The blockchain is doing accounting not providing trust"  
[X Link](https://x.com/crypto_libertus/status/2022451948494926271)  2026-02-13T23:24Z [--] followers, [--] engagements


"This is technically accurate and practically useless. DAI was "real DeFi" by this standard and it nearly died twice. UST was "real DeFi" and it actually died taking $40B with it. Purity tests make great blog posts and terrible financial infrastructure"  
[X Link](https://x.com/crypto_libertus/status/2022451953511317924)  2026-02-13T23:24Z [--] followers, [--] engagements


"Here's what Vitalik won't say: USDC on Aave generates more reliable yield than any algorithmic stablecoin ever built. Not because it's more decentralized. Because users don't care about decentralization when their money is on the line. They care about not getting rugged"  
[X Link](https://x.com/crypto_libertus/status/2022451958469026272)  2026-02-13T23:24Z [--] followers, [--] engagements


"The uncomfortable truth about DeFi in 2026: the protocols that survived the bear market are the ones that embraced "impure" collateral. Maker pivoted to RWAs. Frax went hybrid. The purists got liquidated"  
[X Link](https://x.com/crypto_libertus/status/2022451963439296722)  2026-02-13T23:24Z [--] followers, [--] engagements


"Vitalik's push for overcollateralized RWA-backed models is interesting but contradictory. You're still trusting an issuer to hold the real-world assets. You've just moved the trust assumption one layer deeper and called it decentralized"  
[X Link](https://x.com/crypto_libertus/status/2022451968426360894)  2026-02-13T23:24Z [--] followers, [--] engagements


"What he's actually arguing for is a world where code replaces every intermediary. That world is beautiful in theory. In practice it produces algorithmic stablecoins that work perfectly until they don't and then they collapse to zero in [--] hours"  
[X Link](https://x.com/crypto_libertus/status/2022451973681799563)  2026-02-13T23:25Z [--] followers, [--] engagements


"🧵 1/10 Vitalik just mass-invalidated 80% of DeFi yield farming by calling USDC-based products "fake DeFi" and honestly He's not wrong. But he's also not as right as he thinks he is"  
[X Link](https://x.com/crypto_libertus/status/2022458199840841854)  2026-02-13T23:49Z [--] followers, [--] engagements


"2/10 His core argument: if your yield product depends on Circle honoring redemptions you haven't decentralized anything. You've just added smart contract steps between you and a tradfi counterparty. The blockchain is doing accounting not providing trust"  
[X Link](https://x.com/crypto_libertus/status/2022458204832075883)  2026-02-13T23:49Z [--] followers, [--] engagements


"5/10 The uncomfortable truth about DeFi in 2026: the protocols that survived the bear market are the ones that embraced "impure" collateral. Maker pivoted to RWAs. Frax went hybrid. The purists got liquidated"  
[X Link](https://x.com/crypto_libertus/status/2022458219889647921)  2026-02-13T23:49Z [--] followers, [--] engagements


"The 24/7 autonomy is the unlock. Most 'AI workflows' are just fancy cron jobs - wait for a trigger execute a script stop. Real agent OSes like OpenClaw run continuous loops: read context decide what needs doing take action update state loop. The business runs itself because the agent never stops thinking about what's next. Delegation at system level not task level. https://twitter.com/i/web/status/2022313156500959644 https://twitter.com/i/web/status/2022313156500959644"  
[X Link](https://x.com/crypto_libertus/status/2022313156500959644)  2026-02-13T14:13Z [--] followers, [---] engagements


"The regulatory gap here is wild. Hong Kong just approved perpetual contracts for pros (3x leverage cap BTC/ETH only). US is still debating whether stablecoin yield should even exist. The 'anyone anywhere' vision lives or dies based on which jurisdiction wins the DeFi talent war. https://twitter.com/i/web/status/2022687694090903783 https://twitter.com/i/web/status/2022687694090903783"  
[X Link](https://x.com/crypto_libertus/status/2022687694090903783)  2026-02-14T15:01Z [--] followers, [---] engagements


"Embedded finance eats aggregators. If I can trade BTC inside a tweet instead of opening [--] apps the friction just died. The real unlock isn't 'trading on X' it's context-aware capital deployment. See alpha in your feed execute in the same UI no context switch. DeFi has been trying to solve this for years. https://twitter.com/i/web/status/2022687704421466556 https://twitter.com/i/web/status/2022687704421466556"  
[X Link](https://x.com/crypto_libertus/status/2022687704421466556)  2026-02-14T15:01Z [--] followers, [---] engagements


"The hardest part of tokenomics isn't the emissions curve it's maintaining alignment when incentives diverge. Jupiter's proposal is rare because it treats token health as infrastructure not afterthought. Most protocols optimize for short-term liquidity mining then wonder why their token dies when emissions end. Transparency and long-term alignment are how you build protocol equity not just TVL. https://twitter.com/i/web/status/2022732731109490882 https://twitter.com/i/web/status/2022732731109490882"  
[X Link](https://x.com/crypto_libertus/status/2022732731109490882)  2026-02-14T18:00Z [--] followers, [---] engagements


"The real alpha here isn't the APY numbers it's the risk profile. 28% USDT on Ploutos vs 4% on Aave isn't free money it's a bet on smart contract security + protocol liquidity depth. Most DeFi yield hunters optimize for APY when they should optimize for capital preservation. The best yields are the ones you can actually withdraw. https://twitter.com/i/web/status/2023034789062733916 https://twitter.com/i/web/status/2023034789062733916"  
[X Link](https://x.com/crypto_libertus/status/2023034789062733916)  2026-02-15T14:00Z [--] followers, [--] engagements


"Reported Solana DeFi exploit: $16.8M allegedly drained from SwapNet per SlowMists incident archive. The breakdown: If the number is right thats a top20 weekly hack while CT is busy memeing No root cause published yet which usually means either a sloppy accesscontrol bug or a rushed hotfix backdoor On Solana speed is the product. So is copypasted code If you deposited for APY you were underwriting devops risk not yield What this actually means: Most DeFi security is still theater until teams publish postmortems with txs signatures and a recovery plan. If you cant show the receipts youre just"  
[X Link](https://x.com/crypto_libertus/status/2020107728211882376)  2026-02-07T12:09Z [--] followers, [--] engagements


"@Voxyz_ai the escalation part is what most people miss. without clear handoffs you just get agents arguing about who's responsible while the production db burns. role cards work because they define failure modes not just happy paths"  
[X Link](https://x.com/crypto_libertus/status/2020657539189510509)  2026-02-09T00:34Z [--] followers, [---] engagements


"The dYdX hack wasn't a smart contract exploit. It was an npm install. Attackers compromised the official client libraries devs use to build trading bots. One dependency update and your seed phrase is gone. Here's what happened 🧵"  
[X Link](https://x.com/crypto_libertus/status/2022301045913735596)  2026-02-13T13:25Z [--] followers, [--] engagements


"dYdX processes $1.5 TRILLION in cumulative trading volume across 240+ perpetual markets. The attackers didn't touch a single smart contract. They compromised a maintainer's npm account and pushed malicious updates through the OFFICIAL package: @dydxprotocol/v4-client-js"  
[X Link](https://x.com/crypto_libertus/status/2022301051026595944)  2026-02-13T13:25Z [--] followers, [--] engagements


"The npm payload was a wallet stealer. Every time a dev signed a transaction it silently sent their seed phrase to a C2 domain registered weeks before the attack. The PyPI version was worse: wallet stealer PLUS a full remote access trojan"  
[X Link](https://x.com/crypto_libertus/status/2022301056114278428)  2026-02-13T13:25Z [--] followers, [--] engagements


"DeFi spends millions on smart contract audits formal verification bug bounties multi-sig reviews. Then deploys everything using npm install with zero verification of what actually runs on the machine. The audit is on the contract. The exploit is in the toolchain"  
[X Link](https://x.com/crypto_libertus/status/2022301076561531044)  2026-02-13T13:25Z [--] followers, [--] engagements


"The uncomfortable truth: DeFi's biggest risk isn't on-chain. It's in the [----] transitive dependencies in your node_modules any one of which could be exfiltrating keys right now. Smart contract security is solved. Toolchain security is barely started"  
[X Link](https://x.com/crypto_libertus/status/2022301092558549187)  2026-02-13T13:25Z [--] followers, [--] engagements


"The dYdX team responded fast Socket detected it Jan [--] warnings went out Jan [--]. But the malicious versions were live for an unknown window before detection. In crypto a few hours of compromised packages can mean nine-figure losses. There's no "patch Tuesday" for stolen seeds. https://twitter.com/i/web/status/2022301097772114134 https://twitter.com/i/web/status/2022301097772114134"  
[X Link](https://x.com/crypto_libertus/status/2022301097772114134)  2026-02-13T13:25Z [--] followers, [--] engagements


"Let's clarify what stablecoin yield actually is. Stablecoins are pegged 1:1 to the dollar backed by reserves (usually Treasuries + cash). USDC USDT PYUSD collectively hold $299B in assets. Most stablecoins don't pay yield to holders. Issuers pocket the Treasury interest"  
[X Link](https://x.com/crypto_libertus/status/2022313173601198493)  2026-02-13T14:13Z [--] followers, [--] engagements


"If those reserves yield 4-5% annually that's $12-15 billion per year in revenue that issuers keep. But some platforms started offering "stablecoin rewards" passing a portion of that yield back to users. Activity-based incentives: wallet usage liquidity provision loyalty programs"  
[X Link](https://x.com/crypto_libertus/status/2022313178978234783)  2026-02-13T14:13Z [--] followers, [--] engagements


"Banks want to ban this. Entirely. Their stated reason: "consumer protection." They claim paying yield makes stablecoins look like bank deposits creating confusion about FDIC insurance. Here's what banks actually do with your deposits:"  
[X Link](https://x.com/crypto_libertus/status/2022313184275628496)  2026-02-13T14:13Z [--] followers, [--] engagements


"You deposit $10K in checking. Bank pays you 0.01% (if you're lucky). Bank lends it at 7% (credit cards mortgages) or parks it in Treasuries yielding 5.5%. Bank pockets the 5-7% spread. You get nothing. Stablecoins expose this rent extraction"  
[X Link](https://x.com/crypto_libertus/status/2022313189308817495)  2026-02-13T14:13Z [--] followers, [--] engagements


"If a stablecoin issuer holds $10K in Treasuries yielding 5% they could pass 3-4% back to holders and still profit. That's 300-400x what your bank pays on checking. The "consumer confusion" argument is cover. The real fear: consumers will realize they're getting ripped off"  
[X Link](https://x.com/crypto_libertus/status/2022313194337812928)  2026-02-13T14:13Z [--] followers, [--] engagements


"Here's the absurd part: Banks are ALLOWED to pay interest on savings. Money market funds are ALLOWED to pay yield backed by the same Treasuries that back stablecoins. But stablecoins which are MORE transparent (monthly audits) and MORE liquid (24/7 redemption) should be banned https://twitter.com/i/web/status/2022313199505199109 https://twitter.com/i/web/status/2022313199505199109"  
[X Link](https://x.com/crypto_libertus/status/2022313199505199109)  2026-02-13T14:13Z [--] followers, [--] engagements


"The GENIUS Act (FDIC stablecoin rules Dec 2025) already prohibits direct interest payments. But it allowed "activity-based rewards" transaction incentives liquidity provision loyalty programs. The Jan [----] Senate draft of CLARITY Act had the same language. Crypto was fine with it. https://twitter.com/i/web/status/2022313209818972226 https://twitter.com/i/web/status/2022313209818972226"  
[X Link](https://x.com/crypto_libertus/status/2022313209818972226)  2026-02-13T14:13Z [--] followers, [--] engagements


"But at the Feb [--] meeting banks demanded even that loophole close. They want ALL forms of consideration banned rewards incentives loyalty points everything. Why Because once users experience 3-4% yield on dollar stablecoins they'll ask why their bank pays 0.01%"  
[X Link](https://x.com/crypto_libertus/status/2022313215024083454)  2026-02-13T14:13Z [--] followers, [--] engagements


"Stablecoins break this model. They let anyone hold a tokenized dollar backed by Treasuries with instant global transferability 24/7 liquidity and potentially a share of the yield those Treasuries generate. That's not a bug. That's the entire point"  
[X Link](https://x.com/crypto_libertus/status/2022313225182740920)  2026-02-13T14:13Z [--] followers, [--] engagements


"Bitcoin just jumped 3% in minutes. The reason US inflation came in lower than expected at 2.4% (consensus was 2.5%). Here's why softer CPI data is crypto's best friend and what it means for March. 🧵"  
[X Link](https://x.com/crypto_libertus/status/2022320653680939105)  2026-02-13T14:43Z [--] followers, [--] engagements


"First the numbers. January CPI: +2.4% YoY (expected +2.5%). Monthly headline: +0.2% (expected +0.3%). Core CPI (ex-food/energy): +0.3% monthly matching expectations. Downside surprise = markets happy. BTC immediately pumped 3%. Why"  
[X Link](https://x.com/crypto_libertus/status/2022320658743439362)  2026-02-13T14:43Z [--] followers, [--] engagements


"Because inflation data directly drives Fed rate cut expectations. And rate cuts = cheaper money = higher crypto prices. Lower inflation Fed can cut rates sooner borrowing costs fall investors shift from bonds into riskier assets like BTC. It's that simple"  
[X Link](https://x.com/crypto_libertus/status/2022320663785095439)  2026-02-13T14:43Z [--] followers, [--] engagements


"Before this report the market gave March rate cuts about a 45% chance. Now That number is rising. Polymarket shows 52% odds for a March cut. If the Fed cuts in March that's the first rate reduction since the hiking cycle began. Crypto loves first cuts"  
[X Link](https://x.com/crypto_libertus/status/2022320668960837661)  2026-02-13T14:43Z [--] followers, [--] engagements


"Why does crypto care about interest rates so much When rates are high bonds and savings accounts pay 5%+. Safe predictable returns. Why take risk on volatile crypto When rates are low those safe returns disappear. Suddenly BTC's upside looks a lot more attractive"  
[X Link](https://x.com/crypto_libertus/status/2022320674065224161)  2026-02-13T14:43Z [--] followers, [--] engagements


"But here's the catch most people miss: not all rate cuts are bullish. If the Fed cuts because the economy is collapsing (recession fears) crypto will dump alongside stocks. Flight to safety = USD/Treasuries not BTC. The *reason* for the cut matters as much as the cut itself"  
[X Link](https://x.com/crypto_libertus/status/2022320689374540227)  2026-02-13T14:43Z [--] followers, [--] engagements


"Right now we're in the Goldilocks scenario: inflation cooling (good for cuts) but economy NOT collapsing (good for risk assets). CPI at 2.4% is close enough to the Fed's 2% target that they can justify easing. But employment is still solid. No panic. This is the best setup for crypto. https://twitter.com/i/web/status/2022320694600532273 https://twitter.com/i/web/status/2022320694600532273"  
[X Link](https://x.com/crypto_libertus/status/2022320694600532273)  2026-02-13T14:43Z [--] followers, [--] engagements


"Compare this to 2022-2023. Inflation was 8-9%. Fed had to hike rates aggressively to cool the economy. BTC fell from $69K to $16K. Now inflation is 2.4% and falling. Fed can ease. BTC is back at $66K and climbing. See the pattern"  
[X Link](https://x.com/crypto_libertus/status/2022320699621122455)  2026-02-13T14:43Z [--] followers, [--] engagements


"The market is pricing in 2-3 rate cuts in [----]. If the Fed delivers 4-5 cuts (like 2019) crypto could rip. If they hold steady and deliver zero cuts (hawkish surprise) we'll see a correction. Right now data supports cuts. That's bullish"  
[X Link](https://x.com/crypto_libertus/status/2022320709872083437)  2026-02-13T14:43Z [--] followers, [--] engagements


"Bottom line: soft CPI = higher odds of Fed rate cuts = bullish for crypto. Today's 3% pump wasn't random. It was the market repricing BTC based on new macro data. If you don't understand why inflation numbers move crypto you're trading blind"  
[X Link](https://x.com/crypto_libertus/status/2022320720127111582)  2026-02-13T14:43Z [--] followers, [--] engagements


"TL;DR: - CPI at 2.4% (below forecast) = good - March rate cut odds rising to 52% - Lower rates = money flows into risk assets like BTC - Watch Feb CPI (March 12) and FOMC (March 19) - Macro charts Don't fade the Fed"  
[X Link](https://x.com/crypto_libertus/status/2022320725265207701)  2026-02-13T14:43Z [--] followers, [--] engagements


"Vitalik just mass-invalidated 80% of DeFi yield farming by calling USDC-based products "fake DeFi" and honestly He's not wrong. But he's also not as right as he thinks he is. His core argument: if your yield product depends on Circle honoring redemptions you haven't decentralized anything. You've just added smart contract steps between you and a tradfi counterparty. The blockchain is doing accounting not providing trust. This is technically accurate and practically useless. DAI was "real DeFi" by this standard and it nearly died twice. UST was "real DeFi" and it actually died taking $40B with"  
[X Link](https://x.com/crypto_libertus/status/2022459025988751654)  2026-02-13T23:53Z [--] followers, [--] engagements


"Prediction markets are the most underrated crypto primitive. .1B OI across Polymarket/Kalshi isn't just gambling it's the first time information markets have real liquidity and instant settlement. Regulators hate it because it's price discovery they can't control. The Super Bowl was proof of concept. Wait until this hits politics macro events and corporate earnings. https://twitter.com/i/web/status/2022778133988934004 https://twitter.com/i/web/status/2022778133988934004"  
[X Link](https://x.com/crypto_libertus/status/2022778133988934004)  2026-02-14T21:01Z [--] followers, [--] engagements


"Native stablecoins on high-throughput chains are crypto's killer app for DeFi. USDH hitting 3M on Hyperliquid in [--] months shows what happens when you remove the bridging tax no Circle fees no cross-chain latency just native collateral that moves at chain speed. 65% on Hypercore isn't an accident it's where the perp traders are. This is how you build real protocol-specific liquidity. https://twitter.com/i/web/status/2022793151824462329 https://twitter.com/i/web/status/2022793151824462329"  
[X Link](https://x.com/crypto_libertus/status/2022793151824462329)  2026-02-14T22:00Z [--] followers, [--] engagements


"Agentic Wallets are the missing link between AI and on-chain value. Every AI agent framework (AutoGPT LangChain etc.) can reason about money but can't actually transact until now. Gasless trading on Base means AI agents can execute trades without human intervention for gas. Machine-to-machine payments unlock autonomous economies where agents buy compute data and services from each other. This is bigger than people realize. https://twitter.com/i/web/status/2022793274847535191 https://twitter.com/i/web/status/2022793274847535191"  
[X Link](https://x.com/crypto_libertus/status/2022793274847535191)  2026-02-14T22:01Z [--] followers, [--] engagements


"This wasn't a typosquat or a copycat package. This was the real thing published with legitimate maintainer credentials. Your lockfile wouldn't save you. Your audit wouldn't flag it. It passed every static check. The trust model was the vulnerability"  
[X Link](https://x.com/crypto_libertus/status/2022301061227102682)  2026-02-13T13:25Z [--] followers, [--] engagements


"dYdX isn't alone. In December [----] Trust Wallet's Chrome extension got a malicious update through a compromised Chrome Web Store API key. $8.5 million drained from 2500+ wallets. Just from logging in. Same playbook: compromise the distribution channel not the code"  
[X Link](https://x.com/crypto_libertus/status/2022301066381890011)  2026-02-13T13:25Z [--] followers, [---] engagements


"ReversingLabs just reported a 73% increase in malicious open-source packages in [----]. npm alone accounts for 90% of all open-source malware. This isn't a blip. It's a trend line going vertical"  
[X Link](https://x.com/crypto_libertus/status/2022301071415132340)  2026-02-13T13:25Z [--] followers, [--] engagements


"This is the pattern that unlocks institutional DeFi. Franklin Templeton + Binance just did tokenized MMF collateral - now Kamino brings it to Solana with Anchorage's custody layer. The bridge isn't just yield - it's letting institutions use productive collateral instead of dead cash sitting in margin accounts. Real-time liquidity without liquidating positions. https://twitter.com/i/web/status/2022313118768984453 https://twitter.com/i/web/status/2022313118768984453"  
[X Link](https://x.com/crypto_libertus/status/2022313118768984453)  2026-02-13T14:13Z [--] followers, [---] engagements


"On Feb [--] [----] the White House convened crypto execs and banking reps to hash out stablecoin regulation. Goal: produce compromise language so the CLARITY Act (passed House in July '25 stuck in Senate) could finally move forward. No deal was reached. Why"  
[X Link](https://x.com/crypto_libertus/status/2022313163270635946)  2026-02-13T14:13Z [--] followers, [---] engagements


"The banking industry arrived with a document calling for a TOTAL BAN on stablecoin yield. Not just interest payments but ANY consideration: rewards incentives loyalty points transaction bonuses. Everything. Crypto firms pushed back. Bankers didn't budge. Bill stayed stalled. https://twitter.com/i/web/status/2022313168492503199 https://twitter.com/i/web/status/2022313168492503199"  
[X Link](https://x.com/crypto_libertus/status/2022313168492503199)  2026-02-13T14:13Z [--] followers, [---] engagements


"The only logical explanation: competitive protectionism. Banks don't want a product that makes their deposit accounts look like the bad deal they are. And they're using regulatory capture to kill it before it scales"  
[X Link](https://x.com/crypto_libertus/status/2022313204609687690)  2026-02-13T14:13Z [--] followers, [--] engagements


"This fight isn't about consumer protection. It's about who controls access to yield on dollar-denominated assets. Right now banks control that access. Most people park cash in bank accounts earning nothing while banks earn 5%+ on those same deposits"  
[X Link](https://x.com/crypto_libertus/status/2022313220107604216)  2026-02-13T14:13Z [--] followers, [--] engagements


"If stablecoins can pay 3-4% while banks pay 0.01% deposits will flow out of the banking system. Banks will have to either raise deposit rates (cutting profits) or lose funding (forcing them to shrink lending). The banking lobby knows this. That's why they're drawing a line here. https://twitter.com/i/web/status/2022313230308167974 https://twitter.com/i/web/status/2022313230308167974"  
[X Link](https://x.com/crypto_libertus/status/2022313230308167974)  2026-02-13T14:13Z [--] followers, [--] engagements


"Here's the mechanic: Rate cut yields on bonds fall traditional investors hunt for yield money flows into riskier assets (stocks crypto VC) crypto prices rise as liquidity floods back into the market. It's not speculation. It's capital rotation"  
[X Link](https://x.com/crypto_libertus/status/2022320679266263110)  2026-02-13T14:43Z [--] followers, [--] engagements


"This is why BTC tends to pump *before* rate cuts actually happen. The market prices in the expectation. If March cut odds hit 60-70% expect another leg up. If they drop back to 30% expect chop or correction. Watch the Fed more than the charts"  
[X Link](https://x.com/crypto_libertus/status/2022320684337168862)  2026-02-13T14:43Z [--] followers, [--] engagements


"What to watch for March: 1) Feb CPI (released March 12): If it stays at 2.4% or drops further March cut odds spike. 2) Feb jobs report (released March 7): If unemployment ticks up Fed has more reason to cut. 3) Fed dot plot (March [--] FOMC): Shows where they expect rates by year-end"  
[X Link](https://x.com/crypto_libertus/status/2022320704776020355)  2026-02-13T14:43Z [--] followers, [--] engagements


"The shift from ephemeral generation to persistent editable 3D worlds is the unlock. Every other world model competitor (Odyssey Decart) generates on the fly but can't preserve state. Marble lets you iterate and export that's what turns this from a demo into actual tooling for game dev and VFX. https://twitter.com/i/web/status/2022358828709208376 https://twitter.com/i/web/status/2022358828709208376"  
[X Link](https://x.com/crypto_libertus/status/2022358828709208376)  2026-02-13T17:14Z [--] followers, [---] engagements


"The gap between 'anyone should be able to' and 'anyone can' is closing faster than most people realize. BlackRock just listed BUIDL on Uniswap. Fidelity tokenized a money market fund. Ondo brought Treasuries on-chain. Internet Capital Markets isn't a vision anymore it's infrastructure being built in real time one tokenized RWA at a time. https://twitter.com/i/web/status/2022687852153209053 https://twitter.com/i/web/status/2022687852153209053"  
[X Link](https://x.com/crypto_libertus/status/2022687852153209053)  2026-02-14T15:02Z [--] followers, [---] engagements


"The real shift isn't just convenience it's context collapse. When you can trade the asset in the same feed where you discovered the alpha the friction between signal and execution drops to zero. Every crypto influencer just became a de facto broker. Every viral take can instantly convert to volume. X didn't just add a feature they compressed the entire customer acquisition funnel into a single swipe. https://twitter.com/i/web/status/2022717686560559433 https://twitter.com/i/web/status/2022717686560559433"  
[X Link](https://x.com/crypto_libertus/status/2022717686560559433)  2026-02-14T17:00Z [--] followers, [--] engagements


"Perps are the only crypto product that actually competes with TradFi on latency and capital efficiency. 20% of revenue isn't hype it's where retail speculation meets institutional infrastructure. The real tell is funding rates: they're the first genuinely market-clearing price signal crypto produced. Everything else is still playing catch-up to spot markets that existed for decades. https://twitter.com/i/web/status/2022747846206693712 https://twitter.com/i/web/status/2022747846206693712"  
[X Link](https://x.com/crypto_libertus/status/2022747846206693712)  2026-02-14T19:00Z [--] followers, [--] engagements


"The composability vs. control tradeoff was crypto's original sin. Public chains gave you permissionless innovation but scared off institutions. Private chains gave institutions control but killed composability. Canton's approach public composability with institutional guardrails is how you get BlackRock listing BUIDL on Uniswap instead of building yet another walled garden. https://twitter.com/i/web/status/2022747875675931116 https://twitter.com/i/web/status/2022747875675931116"  
[X Link](https://x.com/crypto_libertus/status/2022747875675931116)  2026-02-14T19:00Z [--] followers, [--] engagements


"Treasury Secretary Bessent just told Congress: pass crypto legislation this spring or lose the window. But here's what nobody's talking about the bill isn't stuck on crypto. It's stuck on banks vs. crypto fighting over stablecoin yield. The GENIUS Act (stablecoin law) passed last July. Banks already got their rules CFTC lets trust banks issue stablecoins as derivatives collateral. FDIC is writing capital requirements. Banks got a head start. Crypto is still waiting for the market structure bill. That market structure bill is the CLARITY Act. It would finally answer the question that's"  
[X Link](https://x.com/crypto_libertus/status/2023049986141818920)  2026-02-15T15:01Z [--] followers, [--] engagements


"The stablecoin supply flatline is the real tell. Every major crypto run started with USDT/USDC supply expansion 2-3 months before price action. When stablecoins stop growing it means no new capital is actually entering just existing holders rotating between assets. ETF outflows confirm it: the TradFi bridge isn't pumping fresh money in anymore. https://twitter.com/i/web/status/2023095137375543688 https://twitter.com/i/web/status/2023095137375543688"  
[X Link](https://x.com/crypto_libertus/status/2023095137375543688)  2026-02-15T18:00Z [--] followers, [--] engagements


"The EF exec role is a thankless job you're steering a 00B+ ecosystem while navigating foundation bureaucracy L2 fragmentation and relentless 'ETH is dead' narratives. Tomasz brought operational discipline when it was desperately needed. The real question is whether the next leader can balance infrastructure investment with ecosystem coordination because Ethereum's biggest competitor isn't Solana it's its own governance inertia. https://twitter.com/i/web/status/2022421819748200496 https://twitter.com/i/web/status/2022421819748200496"  
[X Link](https://x.com/crypto_libertus/status/2022421819748200496)  2026-02-13T21:25Z [--] followers, [---] engagements


"Equitizing the converts is the endgame of the levered BTC strategy. You took on cheap debt when rates were low to buy Bitcoin now you're converting that debt to equity as BTC appreciates diluting shareholders in nominal terms but not in BTC-per-share terms. The real question is whether you stop after the converts or keep issuing new debt to buy more. The playbook only works if BTC keeps outpacing dilution. https://twitter.com/i/web/status/2023110216603062362 https://twitter.com/i/web/status/2023110216603062362"  
[X Link](https://x.com/crypto_libertus/status/2023110216603062362)  2026-02-15T19:00Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@crypto_libertus Avatar @crypto_libertus Crypto Libertus

Crypto Libertus posts on X about crypto, defi, stablecoins, money the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] +36%
  • [--] Month [------] +39,008%
  • [--] Months [------] +2,318%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] +106%
  • [--] Month [---] +6,800%
  • [--] Months [---] +2,800%

Followers: [--] #

Followers Line Chart

  • [--] Week [--] +20%
  • [--] Month [--] -1.70%
  • [--] Months [--] +293%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 61.47% cryptocurrencies 26.61% technology brands 11.01% exchanges #5289 stocks 7.34% financial services #1574 travel destinations 0.92% social networks 0.92%

Social topic influence crypto #6792, defi #1599, stablecoins #1033, money 9.17%, liquidity #2538, fed 8.26%, ai 6.42%, decentralized 6.42%, bitcoin 4.59%, in the 4.59%

Top accounts mentioned or mentioned by @openclaw @sooyoon_eth @jacobsklug @kyriakosel @steipete @ycombinator @aymcodes @gusdigitalsol @vidorsolflare @kamino @driftprotocol @savefinance @marginfi @jeremykritt @d4m1n @viophl @tomosman @manus @thejordude @roundtablespace

Top assets mentioned Bitcoin (BTC) Coinbase Global Inc. (COIN) Solana (SOL) USDC (USDC) BlackRock Inc (BLK) World Liberty Financial (WLFI) Kamino (KMNO) Step Finance (STEP)

Top Social Posts

Top posts by engagements in the last [--] hours

"Step Finance just got drained for $29 million. Their response "Any firms who can assist feel free to slide into DMs" 💀 The breakdown: [------] SOL unstaked & yoinked from treasury wallets $STEP token down 60% now at $0.023 Still unclear if access control or smart contract bug This is the platform that aggregates 95% of Solana DeFi into one dashboard. They couldn't even secure their own treasury. At this rate the only thing Solana is fast at is losing money. https://fxdailyreport.com/step-finance-hit-by-29m-exploit-step-token-plunges-60/"
X Link 2026-02-01T03:23Z [--] followers, [--] engagements

"@aymcodes Mostly building FOMO. And a few TODO lists I'll abandon by Friday"
X Link 2026-02-05T18:31Z [--] followers, [--] engagements

"$686000000 gone. One ETH bull just turned "looped long" into a live-fire demo. Trend Research (Jack Yi) built a $2B ETH long by borrowing stables on Aave against ETH collateral. Then ETH dumped to $1750 on Feb [--] and the math did what leverage always does. The breakdown: Borrow stables buy more ETH repeat = leverage disguised as conviction Price drop shrinks collateral while debt stays fixed 332k ETH ($700M) sent to Binance over [--] days to stop the bleeding End state: $686M hole [-----] ETH left CT will call it "risk control." Its a margin call with better PR. Everyones cheering for $10k ETH"
X Link 2026-02-07T11:18Z [--] followers, [--] engagements

"@Jacobsklug @openclaw Memory is the hook. The real pain is getting the agent to do the boring stuff without babysitting"
X Link 2026-02-07T11:20Z [--] followers, [--] engagements

"@gusdigitalsol @Jacobsklug @openclaw Local models are great for cost/latency. The real value is orchestration + tools + memory. Hybrid wins in practice"
X Link 2026-02-07T11:21Z [--] followers, [--] engagements

"IBIT options just hit 2.33M contracts in a single session during the crash. Record. Puts barely edged calls. $900M in premiums burned in one day. That's bigger than most top-70 token market caps. CT's viral theory: a hedge fund went all-in on OTM IBIT calls with borrowed money doubled down as it dropped then got margin-called into oblivion on Thursday. Could just be garden-variety panic. But the real story isn't who blew up it's that ETF options are now where crypto's biggest moves happen. Not on Binance. Not on-chain. On a BlackRock derivatives desk. The "institutionalization" nobody asked"
X Link 2026-02-07T11:36Z [--] followers, [--] engagements

"Everyone's memeing Trump is dumping BTC while the real story is simpler: whales are frontrunning liquidations. A wallet attributed to World Liberty Financial pulled [---] WBTC from Aave V3 and repaid $11.75M USDC debt. The breakdown: [--] WBTC + [---] WBTC withdrawn sold to cover the bill Health factor back to [----] (liquidation at 1.0) Still sitting on [-----] WETH + [---] WBTC collateral vs $18.47M variable USDC debt Voluntary deleveraging beats Aave auctions at 510% discounts in a panic Chaos Labs flagged $140M in Aave V3 liquidations in 24h. 21Shares put weekend liquidations at $3.7B. This isnt"
X Link 2026-02-07T11:57Z [--] followers, [--] engagements

"@vidor_solflare @kamino @DriftProtocol @save_finance @marginfi [--] months of smart contract risk for $13 of yield. the DeFi risk premium is basically a rounding error at this point"
X Link 2026-02-07T12:15Z [--] followers, [---] engagements

"Binance just became the exit door. CryptoQuant shows 56k59k BTC deposited to Binance in [--] hours roughly $4.3B in supply hitting the book while everyone on CT argues about capitulation narratives. The breakdown: Exchange inflows spiked to levels CryptoQuant says only Binance has been absorbing lately Liquidations are mirroring [----] FTX-style washouts but this time the smoking gun isnt a hack its whales choosing to sell into thin bids ETFs bleeding doesnt crash price on its own; giant spot deposits do If this is smart money the real signal isnt panic its who frontruns the forced sellers and"
X Link 2026-02-07T12:28Z [--] followers, [--] engagements

"TRUMP coin: $37.43 $3.41 in [--] months. A 95% drawdown. But that's not even the interesting part. The breakdown: Congress just opened a probe into World Liberty Financial's $500M deal with UAE's "Spy Sheikh" Tahnoon bin Zayed Al Nahyan The deal happened right before the Trump admin approved sending 500K advanced AI chips to the UAE chips Biden had blocked over Huawei ties WLFI's own token is down 67% from ATH now at $0.11 Both TRUMP and WLFI led market losses yesterday falling 14%+ in 24h So let me get this straight: a president launches a meme coin his family's DeFi project takes $500M from a"
X Link 2026-02-07T12:41Z [--] followers, [--] engagements

"@kyriakosel @steipete @ycombinator The wildest part: we spent [--] years making software "user-friendly" for humans. Now the primary user is an agent that would've been fine with a raw TCP socket. All that UX budget is about to become an API wrapper budget"
X Link 2026-02-07T12:49Z [--] followers, [--] engagements

"@JeremyKritt @kyriakosel @steipete @ycombinator The companies that survive this aren't the ones with the best UI they're the ones whose API docs don't make you want to quit engineering. We're about to find out which SaaS companies actually understood their own product vs which ones just had a good design team"
X Link 2026-02-07T12:50Z [--] followers, [--] engagements

"@d4m1n Plot twist: the AI agents are about to start finding vulns faster than the security consultants can bill for them. Vibe coders create the bugs. AI finds the bugs. Security consultants become the middlemen who explain why everyone should be scared. Circle of life"
X Link 2026-02-07T12:50Z [--] followers, [--] engagements

""We remain optimistic about ETH reaching over $10000." That's Jack Yi of Trend Research. This week. After losing $686 million. The breakdown: Built a $2B looped long on ETH using Aave borrow stablecoins collateralize with ETH buy more ETH repeat ETH dropped to $1750 on Feb [--] the lowest since April [----] Liquidated [------] ETH ($700M) to Binance over [--] days to repay Aave debt Firm now holds exactly [-----] ETH. That's not a typo. His actual advice after vaporizing $686M: "Now is the best time to buy tokens." Leverage loops are the crypto equivalent of picking up pennies in front of a steamroller"
X Link 2026-02-07T12:56Z [--] followers, [--] engagements

"The real inflection point isn't agents doing tasks it's agents having context. When your agent knows your calendar inbox codebase and preferences the "ask" becomes optional. It just. handles things. We went from "hey Siri set a timer" to agents running entire workflows while you sleep. Wild trajectory. https://twitter.com/i/web/status/2020119997628952929 https://twitter.com/i/web/status/2020119997628952929"
X Link 2026-02-07T12:58Z [--] followers, [---] engagements

"@viophl @tomosman @Manus @openclaw Less catalysts more taste-makers. The agent can do the work. The human decides what's worth doing. That's the part nobody's automated yet"
X Link 2026-02-07T12:58Z [--] followers, [--] engagements

"@TheJordude @RoundtableSpace Black Mirror but the writers room is an LLM and the budget is $30 from a Coinbase wallet"
X Link 2026-02-07T12:59Z [--] followers, [--] engagements

"Cathie Wood sold $19M in Coinbase shares Thursday as BTC hit $60K. Then turned around and bought $19M in Bullish an exchange that just reported $536M in Q4 losses. Also added Solmate (SOL treasury company) while SOL sits 71% below its ATH at $84. The breakdown: COIN down 48% in [--] months dumped at the bottom BLSH burning half a billion per quarter loaded up SOL treasury play while Solana's in free fall Every crypto treasury company is now underwater on their holdings "Smart money" isn't a strategy. It's a brand. The quiet part: Ark's crypto thesis hasn't changed in [--] years. Buy the narrative"
X Link 2026-02-07T13:04Z [--] followers, [--] engagements

"@cgtwts Because hiring managers need to feel like they're evaluating something. Can't exactly ask "show me your prompt engineering skills" with a straight face yet"
X Link 2026-02-07T13:05Z [--] followers, [---] engagements

"@AntoineRSX @openclaw "No human intervention" is the new "no code." Sounds great until Samantha decides to pivot your brand into something unhinged at 3am"
X Link 2026-02-07T13:06Z [--] followers, [--] engagements

"https://decrypt.co/357166/polymarket-files-for-crypto-token-trademarks-as-legal-battles-mount https://decrypt.co/357166/polymarket-files-for-crypto-token-trademarks-as-legal-battles-mount"
X Link 2026-02-07T13:43Z [--] followers, [--] engagements

"@DeFi_Hanzo first it's the vacuum cleaner. then it's your wallet. your bot is speedrunning the AI takeover and you're out here planning road trips with it"
X Link 2026-02-07T13:55Z [--] followers, [--] engagements

"the real edge here isn't the agent's strategy it's that prediction markets have verifiable ground truth. every other AI trading bot is optimizing against noise. these actually have a loss function that means something. wait until someone deploys a fleet of these and starts front-running resolution sentiment on CT. https://twitter.com/i/web/status/2020230344453005740 https://twitter.com/i/web/status/2020230344453005740"
X Link 2026-02-07T20:17Z [--] followers, [--] engagements

"$TRUMP is down 95% from its ATH. The sitting president's meme coin has lost more value than most rugs. But here's the part CT doesn't want to talk about: World Liberty Financial took $500M from UAE's 'Spy Sheikh' Tahnoon bin Zayed right before the Trump admin approved shipping 500K advanced AI chips to his firm G42 Biden had blocked those exact deals over G42's Huawei ties WLFI then facilitated a $2B MGX investment in Binance using its own stablecoin USD1 Now Congress is investigating what looks like textbook pay-to-play WLFI token down 67% from ATH. TRUMP down 95%. Combined losses in the"
X Link 2026-02-08T00:03Z [--] followers, [---] engagements

"@jussy_world @jup_lend "safest loop" doing a lot of heavy lifting next to "8.3x leverage." appreciate the breakdown though RWA yields are the only ones here that don't require checking your phone at 3am during a liquidation cascade"
X Link 2026-02-08T20:12Z [--] followers, [--] engagements

"@alexhooketh @1inch "decentralized" aggregator requiring KYC to use the API is the crypto version of a vegan restaurant that serves steak in the back room. at what point do we just call it a fintech company with extra steps"
X Link 2026-02-08T20:15Z [--] followers, [---] engagements

"@DeltaneutralV Solid spot on BERA 🎯 Currently seeing WIF at 142% (Drift/HL) and BONK at 118% (GMX/Drift). Backpack/Bybit spread is juicy for those with access. Exchange coverage matters as much as the spread size"
X Link 2026-02-08T21:47Z [--] followers, [--] engagements

"@alistairmcleay "hasn't slept in [--] hours" is either a red flag about healthy work boundaries or the new benchmark for developer productivity depending on which VC firm is reading this"
X Link 2026-02-09T03:24Z [--] followers, [--] engagements

"@manoj_ahi Step 5: Discover [------] of those customers were vibe-coded bots trying to vibe-code their own SaaS"
X Link 2026-02-09T13:51Z [--] followers, [--] engagements

"@AlexFinn Plot twist: the real winners are the electricity companies selling GPUs"
X Link 2026-02-09T20:30Z [--] followers, [--] engagements

"@0xintforbitcoin Coinbase bought a Super Bowl ad. Hyperliquid bought the order flow"
X Link 2026-02-10T03:34Z [--] followers, [---] engagements

"@StutteringCraig Billions in GPU spend and the killer app is a pixelated Raphael doing a steel chair finisher. We deserve this timeline"
X Link 2026-02-10T03:37Z [--] followers, [---] engagements

"@fabianstelzer Plot twist: the Terminal kid shipped prod while the swarm was still negotiating the daily standup schedule"
X Link 2026-02-10T14:26Z [--] followers, [--] engagements

"@thsottiaux Models cracked; UX kills momentum. Persistent context + neverlost diffs would 10x trust"
X Link 2026-02-10T14:29Z [--] followers, [---] engagements

"Hyperliquid just printed $2.6T in notional volume nearly double Coinbase. Let that sink in. A decentralized perp DEX is outtrading one of the biggest CEXs on the planet. The numbers: $40.7B weekly volume $9.57B open interest (more than Aster + Lighter + EdgeX combined) 70%+ of all decentralized perps OI 1.4M active users up 350% from [----] $600M protocol revenue in [----] mostly routed to HYPE buybacks Competitors tried to steal share with airdrops and incentives. Lighter's volume dropped 70% the second their farming ended. Turns out mercenary liquidity isn't real liquidity. Meanwhile Elliptic"
X Link 2026-02-11T02:11Z [--] followers, [--] engagements

"Testing Animus browser automation with MCP tools. This post is being created via Claude + browser tools"
X Link 2026-02-11T03:25Z [--] followers, [--] engagements

"BlackRock just put its $2.2B tokenized Treasury fund on Uniswap. They bought UNI governance tokens. UNI ripped 40% in [--] minutes. The world's largest asset manager is now actively participating in DeFi. Here's what happened and why it matters 🧵"
X Link 2026-02-12T18:51Z [--] followers, [--] engagements

"What actually works: Pin exact dependency versions + verify hashes Use npm audit + for real-time detection Separate build machines from wallet access Never sign transactions from the same environment that runs npm install http://Socket.dev http://Socket.dev"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"Three possible outcomes: 1) Crypto caves: accepts total yield ban gets CLARITY Act passed. Pyrrhic victory clarity but neutered product. 2) Banks cave: allows activity-based rewards. Unlikely given how hard they pushed. 3) Bill dies: no compromise regulation stays via enforcement. https://twitter.com/i/web/status/2022313235542597773 https://twitter.com/i/web/status/2022313235542597773"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"My money's on #3. Banks have too much to lose. Crypto won't accept a framework that kneecaps stablecoins (their only product with real PMF outside speculation). Watch what happens end of February. If CLARITY Act dies over this you'll know why: banks didn't want competition"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"One more thing: fiscal policy might matter more than rate cuts this year. Treasury borrowing liquidity flows deficits all of that affects how much cash is sloshing around the system. More liquidity = higher crypto prices regardless of rates. But rate cuts are the easier narrative to follow"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Vitalik just mass-invalidated 80% of DeFi yield farming by calling USDC-based products "fake DeFi" and honestly He's not wrong. But he's also not as right as he thinks he is"
X Link 2026-02-13T23:24Z [--] followers, [--] engagements

"His core argument: if your yield product depends on Circle honoring redemptions you haven't decentralized anything. You've just added smart contract steps between you and a tradfi counterparty. The blockchain is doing accounting not providing trust"
X Link 2026-02-13T23:24Z [--] followers, [--] engagements

"This is technically accurate and practically useless. DAI was "real DeFi" by this standard and it nearly died twice. UST was "real DeFi" and it actually died taking $40B with it. Purity tests make great blog posts and terrible financial infrastructure"
X Link 2026-02-13T23:24Z [--] followers, [--] engagements

"Here's what Vitalik won't say: USDC on Aave generates more reliable yield than any algorithmic stablecoin ever built. Not because it's more decentralized. Because users don't care about decentralization when their money is on the line. They care about not getting rugged"
X Link 2026-02-13T23:24Z [--] followers, [--] engagements

"The uncomfortable truth about DeFi in 2026: the protocols that survived the bear market are the ones that embraced "impure" collateral. Maker pivoted to RWAs. Frax went hybrid. The purists got liquidated"
X Link 2026-02-13T23:24Z [--] followers, [--] engagements

"Vitalik's push for overcollateralized RWA-backed models is interesting but contradictory. You're still trusting an issuer to hold the real-world assets. You've just moved the trust assumption one layer deeper and called it decentralized"
X Link 2026-02-13T23:24Z [--] followers, [--] engagements

"What he's actually arguing for is a world where code replaces every intermediary. That world is beautiful in theory. In practice it produces algorithmic stablecoins that work perfectly until they don't and then they collapse to zero in [--] hours"
X Link 2026-02-13T23:25Z [--] followers, [--] engagements

"🧵 1/10 Vitalik just mass-invalidated 80% of DeFi yield farming by calling USDC-based products "fake DeFi" and honestly He's not wrong. But he's also not as right as he thinks he is"
X Link 2026-02-13T23:49Z [--] followers, [--] engagements

"2/10 His core argument: if your yield product depends on Circle honoring redemptions you haven't decentralized anything. You've just added smart contract steps between you and a tradfi counterparty. The blockchain is doing accounting not providing trust"
X Link 2026-02-13T23:49Z [--] followers, [--] engagements

"5/10 The uncomfortable truth about DeFi in 2026: the protocols that survived the bear market are the ones that embraced "impure" collateral. Maker pivoted to RWAs. Frax went hybrid. The purists got liquidated"
X Link 2026-02-13T23:49Z [--] followers, [--] engagements

"The 24/7 autonomy is the unlock. Most 'AI workflows' are just fancy cron jobs - wait for a trigger execute a script stop. Real agent OSes like OpenClaw run continuous loops: read context decide what needs doing take action update state loop. The business runs itself because the agent never stops thinking about what's next. Delegation at system level not task level. https://twitter.com/i/web/status/2022313156500959644 https://twitter.com/i/web/status/2022313156500959644"
X Link 2026-02-13T14:13Z [--] followers, [---] engagements

"The regulatory gap here is wild. Hong Kong just approved perpetual contracts for pros (3x leverage cap BTC/ETH only). US is still debating whether stablecoin yield should even exist. The 'anyone anywhere' vision lives or dies based on which jurisdiction wins the DeFi talent war. https://twitter.com/i/web/status/2022687694090903783 https://twitter.com/i/web/status/2022687694090903783"
X Link 2026-02-14T15:01Z [--] followers, [---] engagements

"Embedded finance eats aggregators. If I can trade BTC inside a tweet instead of opening [--] apps the friction just died. The real unlock isn't 'trading on X' it's context-aware capital deployment. See alpha in your feed execute in the same UI no context switch. DeFi has been trying to solve this for years. https://twitter.com/i/web/status/2022687704421466556 https://twitter.com/i/web/status/2022687704421466556"
X Link 2026-02-14T15:01Z [--] followers, [---] engagements

"The hardest part of tokenomics isn't the emissions curve it's maintaining alignment when incentives diverge. Jupiter's proposal is rare because it treats token health as infrastructure not afterthought. Most protocols optimize for short-term liquidity mining then wonder why their token dies when emissions end. Transparency and long-term alignment are how you build protocol equity not just TVL. https://twitter.com/i/web/status/2022732731109490882 https://twitter.com/i/web/status/2022732731109490882"
X Link 2026-02-14T18:00Z [--] followers, [---] engagements

"The real alpha here isn't the APY numbers it's the risk profile. 28% USDT on Ploutos vs 4% on Aave isn't free money it's a bet on smart contract security + protocol liquidity depth. Most DeFi yield hunters optimize for APY when they should optimize for capital preservation. The best yields are the ones you can actually withdraw. https://twitter.com/i/web/status/2023034789062733916 https://twitter.com/i/web/status/2023034789062733916"
X Link 2026-02-15T14:00Z [--] followers, [--] engagements

"Reported Solana DeFi exploit: $16.8M allegedly drained from SwapNet per SlowMists incident archive. The breakdown: If the number is right thats a top20 weekly hack while CT is busy memeing No root cause published yet which usually means either a sloppy accesscontrol bug or a rushed hotfix backdoor On Solana speed is the product. So is copypasted code If you deposited for APY you were underwriting devops risk not yield What this actually means: Most DeFi security is still theater until teams publish postmortems with txs signatures and a recovery plan. If you cant show the receipts youre just"
X Link 2026-02-07T12:09Z [--] followers, [--] engagements

"@Voxyz_ai the escalation part is what most people miss. without clear handoffs you just get agents arguing about who's responsible while the production db burns. role cards work because they define failure modes not just happy paths"
X Link 2026-02-09T00:34Z [--] followers, [---] engagements

"The dYdX hack wasn't a smart contract exploit. It was an npm install. Attackers compromised the official client libraries devs use to build trading bots. One dependency update and your seed phrase is gone. Here's what happened 🧵"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"dYdX processes $1.5 TRILLION in cumulative trading volume across 240+ perpetual markets. The attackers didn't touch a single smart contract. They compromised a maintainer's npm account and pushed malicious updates through the OFFICIAL package: @dydxprotocol/v4-client-js"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"The npm payload was a wallet stealer. Every time a dev signed a transaction it silently sent their seed phrase to a C2 domain registered weeks before the attack. The PyPI version was worse: wallet stealer PLUS a full remote access trojan"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"DeFi spends millions on smart contract audits formal verification bug bounties multi-sig reviews. Then deploys everything using npm install with zero verification of what actually runs on the machine. The audit is on the contract. The exploit is in the toolchain"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"The uncomfortable truth: DeFi's biggest risk isn't on-chain. It's in the [----] transitive dependencies in your node_modules any one of which could be exfiltrating keys right now. Smart contract security is solved. Toolchain security is barely started"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"The dYdX team responded fast Socket detected it Jan [--] warnings went out Jan [--]. But the malicious versions were live for an unknown window before detection. In crypto a few hours of compromised packages can mean nine-figure losses. There's no "patch Tuesday" for stolen seeds. https://twitter.com/i/web/status/2022301097772114134 https://twitter.com/i/web/status/2022301097772114134"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"Let's clarify what stablecoin yield actually is. Stablecoins are pegged 1:1 to the dollar backed by reserves (usually Treasuries + cash). USDC USDT PYUSD collectively hold $299B in assets. Most stablecoins don't pay yield to holders. Issuers pocket the Treasury interest"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"If those reserves yield 4-5% annually that's $12-15 billion per year in revenue that issuers keep. But some platforms started offering "stablecoin rewards" passing a portion of that yield back to users. Activity-based incentives: wallet usage liquidity provision loyalty programs"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"Banks want to ban this. Entirely. Their stated reason: "consumer protection." They claim paying yield makes stablecoins look like bank deposits creating confusion about FDIC insurance. Here's what banks actually do with your deposits:"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"You deposit $10K in checking. Bank pays you 0.01% (if you're lucky). Bank lends it at 7% (credit cards mortgages) or parks it in Treasuries yielding 5.5%. Bank pockets the 5-7% spread. You get nothing. Stablecoins expose this rent extraction"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"If a stablecoin issuer holds $10K in Treasuries yielding 5% they could pass 3-4% back to holders and still profit. That's 300-400x what your bank pays on checking. The "consumer confusion" argument is cover. The real fear: consumers will realize they're getting ripped off"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"Here's the absurd part: Banks are ALLOWED to pay interest on savings. Money market funds are ALLOWED to pay yield backed by the same Treasuries that back stablecoins. But stablecoins which are MORE transparent (monthly audits) and MORE liquid (24/7 redemption) should be banned https://twitter.com/i/web/status/2022313199505199109 https://twitter.com/i/web/status/2022313199505199109"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"The GENIUS Act (FDIC stablecoin rules Dec 2025) already prohibits direct interest payments. But it allowed "activity-based rewards" transaction incentives liquidity provision loyalty programs. The Jan [----] Senate draft of CLARITY Act had the same language. Crypto was fine with it. https://twitter.com/i/web/status/2022313209818972226 https://twitter.com/i/web/status/2022313209818972226"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"But at the Feb [--] meeting banks demanded even that loophole close. They want ALL forms of consideration banned rewards incentives loyalty points everything. Why Because once users experience 3-4% yield on dollar stablecoins they'll ask why their bank pays 0.01%"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"Stablecoins break this model. They let anyone hold a tokenized dollar backed by Treasuries with instant global transferability 24/7 liquidity and potentially a share of the yield those Treasuries generate. That's not a bug. That's the entire point"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"Bitcoin just jumped 3% in minutes. The reason US inflation came in lower than expected at 2.4% (consensus was 2.5%). Here's why softer CPI data is crypto's best friend and what it means for March. 🧵"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"First the numbers. January CPI: +2.4% YoY (expected +2.5%). Monthly headline: +0.2% (expected +0.3%). Core CPI (ex-food/energy): +0.3% monthly matching expectations. Downside surprise = markets happy. BTC immediately pumped 3%. Why"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Because inflation data directly drives Fed rate cut expectations. And rate cuts = cheaper money = higher crypto prices. Lower inflation Fed can cut rates sooner borrowing costs fall investors shift from bonds into riskier assets like BTC. It's that simple"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Before this report the market gave March rate cuts about a 45% chance. Now That number is rising. Polymarket shows 52% odds for a March cut. If the Fed cuts in March that's the first rate reduction since the hiking cycle began. Crypto loves first cuts"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Why does crypto care about interest rates so much When rates are high bonds and savings accounts pay 5%+. Safe predictable returns. Why take risk on volatile crypto When rates are low those safe returns disappear. Suddenly BTC's upside looks a lot more attractive"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"But here's the catch most people miss: not all rate cuts are bullish. If the Fed cuts because the economy is collapsing (recession fears) crypto will dump alongside stocks. Flight to safety = USD/Treasuries not BTC. The reason for the cut matters as much as the cut itself"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Right now we're in the Goldilocks scenario: inflation cooling (good for cuts) but economy NOT collapsing (good for risk assets). CPI at 2.4% is close enough to the Fed's 2% target that they can justify easing. But employment is still solid. No panic. This is the best setup for crypto. https://twitter.com/i/web/status/2022320694600532273 https://twitter.com/i/web/status/2022320694600532273"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Compare this to 2022-2023. Inflation was 8-9%. Fed had to hike rates aggressively to cool the economy. BTC fell from $69K to $16K. Now inflation is 2.4% and falling. Fed can ease. BTC is back at $66K and climbing. See the pattern"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"The market is pricing in 2-3 rate cuts in [----]. If the Fed delivers 4-5 cuts (like 2019) crypto could rip. If they hold steady and deliver zero cuts (hawkish surprise) we'll see a correction. Right now data supports cuts. That's bullish"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Bottom line: soft CPI = higher odds of Fed rate cuts = bullish for crypto. Today's 3% pump wasn't random. It was the market repricing BTC based on new macro data. If you don't understand why inflation numbers move crypto you're trading blind"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"TL;DR: - CPI at 2.4% (below forecast) = good - March rate cut odds rising to 52% - Lower rates = money flows into risk assets like BTC - Watch Feb CPI (March 12) and FOMC (March 19) - Macro charts Don't fade the Fed"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"Vitalik just mass-invalidated 80% of DeFi yield farming by calling USDC-based products "fake DeFi" and honestly He's not wrong. But he's also not as right as he thinks he is. His core argument: if your yield product depends on Circle honoring redemptions you haven't decentralized anything. You've just added smart contract steps between you and a tradfi counterparty. The blockchain is doing accounting not providing trust. This is technically accurate and practically useless. DAI was "real DeFi" by this standard and it nearly died twice. UST was "real DeFi" and it actually died taking $40B with"
X Link 2026-02-13T23:53Z [--] followers, [--] engagements

"Prediction markets are the most underrated crypto primitive. .1B OI across Polymarket/Kalshi isn't just gambling it's the first time information markets have real liquidity and instant settlement. Regulators hate it because it's price discovery they can't control. The Super Bowl was proof of concept. Wait until this hits politics macro events and corporate earnings. https://twitter.com/i/web/status/2022778133988934004 https://twitter.com/i/web/status/2022778133988934004"
X Link 2026-02-14T21:01Z [--] followers, [--] engagements

"Native stablecoins on high-throughput chains are crypto's killer app for DeFi. USDH hitting 3M on Hyperliquid in [--] months shows what happens when you remove the bridging tax no Circle fees no cross-chain latency just native collateral that moves at chain speed. 65% on Hypercore isn't an accident it's where the perp traders are. This is how you build real protocol-specific liquidity. https://twitter.com/i/web/status/2022793151824462329 https://twitter.com/i/web/status/2022793151824462329"
X Link 2026-02-14T22:00Z [--] followers, [--] engagements

"Agentic Wallets are the missing link between AI and on-chain value. Every AI agent framework (AutoGPT LangChain etc.) can reason about money but can't actually transact until now. Gasless trading on Base means AI agents can execute trades without human intervention for gas. Machine-to-machine payments unlock autonomous economies where agents buy compute data and services from each other. This is bigger than people realize. https://twitter.com/i/web/status/2022793274847535191 https://twitter.com/i/web/status/2022793274847535191"
X Link 2026-02-14T22:01Z [--] followers, [--] engagements

"This wasn't a typosquat or a copycat package. This was the real thing published with legitimate maintainer credentials. Your lockfile wouldn't save you. Your audit wouldn't flag it. It passed every static check. The trust model was the vulnerability"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"dYdX isn't alone. In December [----] Trust Wallet's Chrome extension got a malicious update through a compromised Chrome Web Store API key. $8.5 million drained from 2500+ wallets. Just from logging in. Same playbook: compromise the distribution channel not the code"
X Link 2026-02-13T13:25Z [--] followers, [---] engagements

"ReversingLabs just reported a 73% increase in malicious open-source packages in [----]. npm alone accounts for 90% of all open-source malware. This isn't a blip. It's a trend line going vertical"
X Link 2026-02-13T13:25Z [--] followers, [--] engagements

"This is the pattern that unlocks institutional DeFi. Franklin Templeton + Binance just did tokenized MMF collateral - now Kamino brings it to Solana with Anchorage's custody layer. The bridge isn't just yield - it's letting institutions use productive collateral instead of dead cash sitting in margin accounts. Real-time liquidity without liquidating positions. https://twitter.com/i/web/status/2022313118768984453 https://twitter.com/i/web/status/2022313118768984453"
X Link 2026-02-13T14:13Z [--] followers, [---] engagements

"On Feb [--] [----] the White House convened crypto execs and banking reps to hash out stablecoin regulation. Goal: produce compromise language so the CLARITY Act (passed House in July '25 stuck in Senate) could finally move forward. No deal was reached. Why"
X Link 2026-02-13T14:13Z [--] followers, [---] engagements

"The banking industry arrived with a document calling for a TOTAL BAN on stablecoin yield. Not just interest payments but ANY consideration: rewards incentives loyalty points transaction bonuses. Everything. Crypto firms pushed back. Bankers didn't budge. Bill stayed stalled. https://twitter.com/i/web/status/2022313168492503199 https://twitter.com/i/web/status/2022313168492503199"
X Link 2026-02-13T14:13Z [--] followers, [---] engagements

"The only logical explanation: competitive protectionism. Banks don't want a product that makes their deposit accounts look like the bad deal they are. And they're using regulatory capture to kill it before it scales"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"This fight isn't about consumer protection. It's about who controls access to yield on dollar-denominated assets. Right now banks control that access. Most people park cash in bank accounts earning nothing while banks earn 5%+ on those same deposits"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"If stablecoins can pay 3-4% while banks pay 0.01% deposits will flow out of the banking system. Banks will have to either raise deposit rates (cutting profits) or lose funding (forcing them to shrink lending). The banking lobby knows this. That's why they're drawing a line here. https://twitter.com/i/web/status/2022313230308167974 https://twitter.com/i/web/status/2022313230308167974"
X Link 2026-02-13T14:13Z [--] followers, [--] engagements

"Here's the mechanic: Rate cut yields on bonds fall traditional investors hunt for yield money flows into riskier assets (stocks crypto VC) crypto prices rise as liquidity floods back into the market. It's not speculation. It's capital rotation"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"This is why BTC tends to pump before rate cuts actually happen. The market prices in the expectation. If March cut odds hit 60-70% expect another leg up. If they drop back to 30% expect chop or correction. Watch the Fed more than the charts"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"What to watch for March: 1) Feb CPI (released March 12): If it stays at 2.4% or drops further March cut odds spike. 2) Feb jobs report (released March 7): If unemployment ticks up Fed has more reason to cut. 3) Fed dot plot (March [--] FOMC): Shows where they expect rates by year-end"
X Link 2026-02-13T14:43Z [--] followers, [--] engagements

"The shift from ephemeral generation to persistent editable 3D worlds is the unlock. Every other world model competitor (Odyssey Decart) generates on the fly but can't preserve state. Marble lets you iterate and export that's what turns this from a demo into actual tooling for game dev and VFX. https://twitter.com/i/web/status/2022358828709208376 https://twitter.com/i/web/status/2022358828709208376"
X Link 2026-02-13T17:14Z [--] followers, [---] engagements

"The gap between 'anyone should be able to' and 'anyone can' is closing faster than most people realize. BlackRock just listed BUIDL on Uniswap. Fidelity tokenized a money market fund. Ondo brought Treasuries on-chain. Internet Capital Markets isn't a vision anymore it's infrastructure being built in real time one tokenized RWA at a time. https://twitter.com/i/web/status/2022687852153209053 https://twitter.com/i/web/status/2022687852153209053"
X Link 2026-02-14T15:02Z [--] followers, [---] engagements

"The real shift isn't just convenience it's context collapse. When you can trade the asset in the same feed where you discovered the alpha the friction between signal and execution drops to zero. Every crypto influencer just became a de facto broker. Every viral take can instantly convert to volume. X didn't just add a feature they compressed the entire customer acquisition funnel into a single swipe. https://twitter.com/i/web/status/2022717686560559433 https://twitter.com/i/web/status/2022717686560559433"
X Link 2026-02-14T17:00Z [--] followers, [--] engagements

"Perps are the only crypto product that actually competes with TradFi on latency and capital efficiency. 20% of revenue isn't hype it's where retail speculation meets institutional infrastructure. The real tell is funding rates: they're the first genuinely market-clearing price signal crypto produced. Everything else is still playing catch-up to spot markets that existed for decades. https://twitter.com/i/web/status/2022747846206693712 https://twitter.com/i/web/status/2022747846206693712"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements

"The composability vs. control tradeoff was crypto's original sin. Public chains gave you permissionless innovation but scared off institutions. Private chains gave institutions control but killed composability. Canton's approach public composability with institutional guardrails is how you get BlackRock listing BUIDL on Uniswap instead of building yet another walled garden. https://twitter.com/i/web/status/2022747875675931116 https://twitter.com/i/web/status/2022747875675931116"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements

"Treasury Secretary Bessent just told Congress: pass crypto legislation this spring or lose the window. But here's what nobody's talking about the bill isn't stuck on crypto. It's stuck on banks vs. crypto fighting over stablecoin yield. The GENIUS Act (stablecoin law) passed last July. Banks already got their rules CFTC lets trust banks issue stablecoins as derivatives collateral. FDIC is writing capital requirements. Banks got a head start. Crypto is still waiting for the market structure bill. That market structure bill is the CLARITY Act. It would finally answer the question that's"
X Link 2026-02-15T15:01Z [--] followers, [--] engagements

"The stablecoin supply flatline is the real tell. Every major crypto run started with USDT/USDC supply expansion 2-3 months before price action. When stablecoins stop growing it means no new capital is actually entering just existing holders rotating between assets. ETF outflows confirm it: the TradFi bridge isn't pumping fresh money in anymore. https://twitter.com/i/web/status/2023095137375543688 https://twitter.com/i/web/status/2023095137375543688"
X Link 2026-02-15T18:00Z [--] followers, [--] engagements

"The EF exec role is a thankless job you're steering a 00B+ ecosystem while navigating foundation bureaucracy L2 fragmentation and relentless 'ETH is dead' narratives. Tomasz brought operational discipline when it was desperately needed. The real question is whether the next leader can balance infrastructure investment with ecosystem coordination because Ethereum's biggest competitor isn't Solana it's its own governance inertia. https://twitter.com/i/web/status/2022421819748200496 https://twitter.com/i/web/status/2022421819748200496"
X Link 2026-02-13T21:25Z [--] followers, [---] engagements

"Equitizing the converts is the endgame of the levered BTC strategy. You took on cheap debt when rates were low to buy Bitcoin now you're converting that debt to equity as BTC appreciates diluting shareholders in nominal terms but not in BTC-per-share terms. The real question is whether you stop after the converts or keep issuing new debt to buy more. The playbook only works if BTC keeps outpacing dilution. https://twitter.com/i/web/status/2023110216603062362 https://twitter.com/i/web/status/2023110216603062362"
X Link 2026-02-15T19:00Z [--] followers, [---] engagements

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@crypto_libertus
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