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[@Kruys_Collins](/creator/twitter/Kruys_Collins)
"Arbitrum's $40M DRIP program is either: a) The future of DeFi incentives or b) The most expensive lesson in what NOT to do By DeFi standards its working perfectly. But by ecosystem standards "a problem" It's X weeks in & I analyzed the data with @flipsidecrypto 🔻🧵"  
[X Link](https://x.com/Kruys_Collins/status/1980044540552552631) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, 1547 engagements


"@Nick_Researcher @SeiNetwork @Visa @PayPal If markets actually priced infra by throughput & latency $SEI wouldnt be trading like this"  
[X Link](https://x.com/Kruys_Collins/status/1979608673724096998) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-18T18:01Z 1939 followers, XXX engagements


"Another Interesting disconnect While DeFi metrics exploded upward DAUs on Arbitrum dropped XX% YTD net bridge outflows now at -$5.8B. XX% worse than the baseline period's already-negative trend. the lending sector got very active but the broader chain got quieter"  
[X Link](https://x.com/Kruys_Collins/status/1980044558915305763) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"97.6% of borrowers stuck to just ONE protocol during the campaign. Only XXX% explored multiple platforms. DRIP was designed to let users compare Aave Morpho Euler etc. and choose the best. That's not really working out so far. Maybe things will change later"  
[X Link](https://x.com/Kruys_Collins/status/1980044564070363413) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"PLATFORM RESULTS @Aave: $1.33B (76%) @MorphoLabs v1 emerged as the breakout winner achieving $414M in borrowing (+2260% vs. $17.5M baseline) with an average size of $53120. 6x higher than Aave $16.6k So the protocol-agnostic design ended up with a pretty clear duopoly"  
[X Link](https://x.com/Kruys_Collins/status/1980044568512061522) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"But we're only X weeks into a 5-month program. This is the "discovery phase" with just XX% of the budget deployed. So the XX% comes in the performance phase. Early adopters are always the sophisticated players & retail typically shows up later. So it's early for conclusions"  
[X Link](https://x.com/Kruys_Collins/status/1980044571720532399) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"The phased approach is actually smart because by starting small Arbitrum can see: Which protocols users actually prefer (Aave + Morpho) How concentrated activity gets (very) Where capital is flowing (out currently) Then adjust the big allocation accordingly"  
[X Link](https://x.com/Kruys_Collins/status/1980044575533388024) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"The dominant strategy of the users is to: Deposit liquid staking tokens Borrow $USDC at subsidized rates Loop for $ARB rewards Rinse repeat. Classic leverage farming. It's efficient profitable totally rational"  
[X Link](https://x.com/Kruys_Collins/status/1980044580666888444) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1938 followers, XXX engagements


"Generating $1.75B in activity in X weeks is legitimately good. And the phased approach shows thoughtful design. The fact that we CAN see these patterns and adjust is basically the point of the discovery phase"  
[X Link](https://x.com/Kruys_Collins/status/1980044583246373292) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"@LilMoonLambo Were not in the trenches we are the trenches"  
[X Link](https://x.com/Kruys_Collins/status/1980052612990038050) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T23:25Z 1939 followers, XXX engagements


"Everyone's farming Base for the rumored airdrop. But you're probably doing it wrong. With @flipsidecrypto I analyzed over 600k wallets from Optimism airdrops (same Superchain family) to reverse-engineer what ACTUALLY worked. Top XX% made $12512. Bottom XX% made $XXX. 🧵"  
[X Link](https://x.com/Kruys_Collins/status/1976562212593426777) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-10T08:15Z 1937 followers, 1531 engagements


"@DOLAK1NG @RippleXDev @BandProtocol This is actually huge win for XRPL and its EVM sidechain"  
[X Link](https://x.com/Kruys_Collins/status/1980255300406964638) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-20T12:50Z 1939 followers, XX engagements


"I had a theory. @Arbitrum Stylus Stylus the new smart contract language everyone's hyping as "100x faster than Solidity was probably overhyped. I mean when has crypto marketing ever matched reality So to prove it I dove in with @flipsidecrypto armed with way too much coffee What I got instead was a lesson in why AI-powered research tools are actually becoming. good My research question was straightforward: "Is Arbitrum Stylus delivering its claimed 50-100x performance gains and how much developer adoption has it achieved" Simple right Just pull some onchain data compare gas costs count"  
[X Link](https://x.com/Kruys_Collins/status/1979616042054713567) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-18T18:30Z 1938 followers, XXX engagements


"I think before deploying the remaining XX% they should: Add per-wallet caps to spread rewards wider Reward multi-protocol usage Incentivize keeping capital onchain longer The flexibility to adapt is built into DRIP's design"  
[X Link](https://x.com/Kruys_Collins/status/1980044578565611581) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1938 followers, XX engagements


"$USDC once broke its peg in March 2023 when SVB collapsed. Even Falcon USD (USDf) in July 2025 dropped on collateral fears. Stablecoins keep proving one thing: backed doesnt always mean safe. If youre into DeFi yields you need to study @Resolvs model 🧵"  
[X Link](https://x.com/Kruys_Collins/status/1964345883996127543) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-09-06T15:12Z 1935 followers, 1762 engagements


"What Is True Delta-Neutral (TDN) So weve already established that Resolv Labs uses a strategy called True Delta-Neutral (TDN) to protect against volatility. The stablecoin $USR is backed by $ETH and hedged with short positions. If $ETH drops the short gains. If $ETH rises $ETH gains but the short loses. Gains and losses cancel out $USR stays near $X. But even as we know volatility is not the only risk on a token that is supposed to be STABLE So RLP comes in absorb the risks Id explain by giving scenarios Scenario 1: $ETH Price Crashes Hard Imagine ETH suddenly drops XX% in a few days."  
[X Link](https://x.com/Kruys_Collins/status/1964744491861999620) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-09-07T17:36Z 1935 followers, XXX engagements


"DRIP It's @arbitrum's "DeFi Renaissance Incentive Program." that rewards USER behavior not protocols. Deposit staked ETH borrow stablecoins loop for ARB rewards every X weeks. Protocols compete for you. It's protocol-agnostic. Smart design. Now let's see the data"  
[X Link](https://x.com/Kruys_Collins/status/1980044547187945529) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1935 followers, XXX engagements


"THE "SUCCESS" NUMBERS (Sept X - Oct 19) compared to X months prior $1.75B borrowed 19982 users participating TVL jumped +44% to $4B+ Daily borrowing up XX% Fees up XXX% By DeFi metrics this is working exactly as planned. But this is what you don't see 🔻"  
[X Link](https://x.com/Kruys_Collins/status/1980044551365501165) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1938 followers, XX engagements


"@meta_alchemist BNB trenches need some degen fuel and PMs are the Red Bull"  
[X Link](https://x.com/Kruys_Collins/status/1980053238092099731) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T23:27Z 1935 followers, XX engagements


"@Nick_Researcher @KAIO_xyz @SeiNetwork Bringing BlackRock Brevan Howard and Hamilton Lane onchain with full compliance is no small feat fr"  
[X Link](https://x.com/Kruys_Collins/status/1980253892093817278) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-20T12:44Z 1935 followers, XX engagements


"@Mars_DeFi @weRoamxyz Would love to see more on how the mining model mirrors Bitcoins decay curve"  
[X Link](https://x.com/Kruys_Collins/status/1980261301164052517) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-20T13:14Z 1935 followers, XX engagements


"@DeFiScribbler @NATIXNetwork Vision-only AI is only as good as the data it sees. NATIX is feeding it the world"  
[X Link](https://x.com/Kruys_Collins/status/1978601921767194925) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-15T23:20Z 1938 followers, XX engagements


"@Mars_DeFi @Delphi_Digital This is exactly the kind of alignment I look for between macro and onchain. Thanks for breaking it down so cleanly"  
[X Link](https://x.com/Kruys_Collins/status/1978812938543661363) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-16T13:19Z 1939 followers, XX engagements


"@Mars_DeFi @Delphi_Digital For real"  
[X Link](https://x.com/Kruys_Collins/status/1978815529457528878) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-16T13:29Z 1936 followers, XX engagements


"@DeFiScribbler Do you think AVs should be trained to adapt regionally Driving culture in SF vs Lagos vs Tokyo is wildly different"  
[X Link](https://x.com/Kruys_Collins/status/1978918733671211457) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-16T20:19Z 1938 followers, XX engagements


"Vitalik once warned: Verkle trees are vulnerable to quantum computers. And this is what it means Ethereum wants to upgrade its core data structure (the Verge upgrade) to make the network faster and lighter. But the new structure Verkle trees could one day be broken by quantum computers. So Vitalik basically said: if we switch to Verkle trees now we might have to switch again later. The solution is to stick with Keccak Ethereums current hashing function because its more resistant to quantum attacks. But the problem is that Keccak is notoriously slow to prove in zero-knowledge systems. Until"  
[X Link](https://x.com/Kruys_Collins/status/1979501119626703331) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-18T10:53Z 1937 followers, XXX engagements


"@rovercrc This is looking like Octobear"  
[X Link](https://x.com/Kruys_Collins/status/1979528783653650591) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-18T12:43Z 1938 followers, XXX engagements


"@thelearningpill @the_smart_ape @0xBaba23 @yq_acc Love how you always balance narratives (memecoins) with deep infra reads (custody CLOB). Perfect mix"  
[X Link](https://x.com/Kruys_Collins/status/1979617418160075171) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-18T18:35Z 1938 followers, XX engagements


"THE WHALE PATTERN On Aave (which captured XX% of activity) just XXX addresses generated $1.06B that's XX% of the platform's volume. These are clearly sophisticated users who know exactly what they're doing. The question is. Is this the user base Arbitrum wants long-term"  
[X Link](https://x.com/Kruys_Collins/status/1980044554666471569) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-19T22:53Z 1939 followers, XX engagements


"@kenodnb Not everyone has the luxury to believe without proof. Thats the hard truth"  
[X Link](https://x.com/Kruys_Collins/status/1980268553577091495) [@Kruys_Collins](/creator/x/Kruys_Collins) 2025-10-20T13:43Z 1940 followers, XX engagements