[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Nomaticcap Nomatic Nomatic posts on X about $eth, $btc, $sbet, ethereum the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1348855389069066240/interactions)  - X Week XXXXXXX +22% - X Month XXXXXXX +7.10% - X Months XXXXXXXXX +120% - X Year XXXXXXXXX +597% ### Mentions: XXX [#](/creator/twitter::1348855389069066240/posts_active)  - X Week XXX -XX% - X Month XXX -XX% - X Months XXXXX +373% - X Year XXXXX +1,203% ### Followers: XXXXX [#](/creator/twitter::1348855389069066240/followers)  - X Week XXXXX +1.90% - X Month XXXXX +12% - X Months XXXXX +69% - X Year XXXXX +154% ### CreatorRank: XXXXXXX [#](/creator/twitter::1348855389069066240/influencer_rank)  ### Social Influence [#](/creator/twitter::1348855389069066240/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #2062 [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [exchanges](/list/exchanges) #964 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [musicians](/list/musicians) XXXX% **Social topic influence** [$eth](/topic/$eth) #716, [$btc](/topic/$btc) 2.62%, [$sbet](/topic/$sbet) 2.62%, [ethereum](/topic/ethereum) #731, [hyperliquid](/topic/hyperliquid) #78, [onchain](/topic/onchain) 1.97%, [maplefinance](/topic/maplefinance) #1, [bitcoin](/topic/bitcoin) 1.64%, [token](/topic/token) 1.64%, [stablecoins](/topic/stablecoins) XXXX% **Top accounts mentioned or mentioned by** [@edgepod](/creator/undefined) [@bitvizory](/creator/undefined) [@defidad](/creator/undefined) [@meshclans](/creator/undefined) [@pendlefi](/creator/undefined) [@gearboxprotocol](/creator/undefined) [@rektdiomedes](/creator/undefined) [@maplefinance](/creator/undefined) [@defi_dad](/creator/undefined) [@fundstrat](/creator/undefined) [@eulerfinance](/creator/undefined) [@rightsideonly](/creator/undefined) [@aave](/creator/undefined) [@ayyyeandy](/creator/undefined) [@hyperliquidx](/creator/undefined) [@vaultsfyi](/creator/undefined) [@hyperiondefi](/creator/undefined) [@liminalmoney](/creator/undefined) [@0xcoinshift](/creator/undefined) [@phtevenstrong](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [SBET (SBET)](/topic/$sbet) [BitMine (BMNR)](/topic/$bmnr) [USDC (USDC)](/topic/usdc) [Hyperliquid (HYPE)](/topic/$hype) [Spotify Technology (SPOT)](/topic/$spot) [SharpLink Gaming (SBET)](/topic/sharplink) [Mantle (MNT)](/topic/$mnt) [Across Protocol (ACX)](/topic/across-protocol) [Fluid (FLUID)](/topic/$fluid) [Hundred Million (100M)](/topic/$100m) [Fartcoin (FARTCOIN)](/topic/fartcoin) ### Top Social Posts [#](/creator/twitter::1348855389069066240/posts) --- Top posts by engagements in the last XX hours "Yields of the Week is pretty jam packed this week I must say. The strategy of publishing it every week late afternoon on a Friday when everyone is touching grass is peak retardation. Going to have a sit down with the boss and talk about switching things up"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943774561818095652) 2025-07-11 20:49:03 UTC 6541 followers, XXX engagements "🤖 AutoFi AgentFi Agentic Finance.Whatever you want to call it Are you curious where its all going We had @_seanli on our podcast recently who's building this future at @MagicNewton. Here's X clips of his visions on where the puck is going:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1932120843330752885) 2025-06-09 17:01:20 UTC 6593 followers, 61.9K engagements "The @redstone_defi team are early trailblazers of the RWA space. We pick their brains on where its all going. We also dig into Apollo's ACRED and why it was such a pivotal moment for DeFi"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943850172381114816) 2025-07-12 01:49:30 UTC 6585 followers, XXX engagements "First up I wrote this right after $SBET dropped XX% and was trading around $X (now $16.29) I think it's still a good starting point and also outlines the key differences between treasury cos with smart contracts and those without ( $BTC treasury cos):"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942723629827121260) 2025-07-08 23:13:02 UTC 6597 followers, XXX engagements "The more frazzled/unruly Tom's hair gets in these interviews the more bullish I get. Strong correlation to disheveledness and $ETH price appreciation. That said there is a point of depreciating returns when you start to approach 22' SBF hair levels"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943765739628114106) 2025-07-11 20:14:00 UTC 6595 followers, 3916 engagements "Top XX day yield (no rewards) for Stablecoins on @vaultsfyi: #1 - @InverseFinance sDOLA #2 - @levelusd Staked lvlUSD #3 - @syrupfi Syrup USDT #4 - @hyperithm Hyperithm USDC #5 - @syrupfi Syrup USDC"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1920239602876502049) 2025-05-07 22:09:32 UTC 6595 followers, XXX engagements "Today @kinetiq_xyz launched THE native LST for Hyperliquid called $kHYPE. My friend @keegan_selby wrote up his thesis on why he's bullish in the @edge_pod Newsletter. He alludes to some possible alpha 👀 (full article in next post) $256M in a few hours not bad (cont'd)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945235667757265236) 2025-07-15 21:34:58 UTC 6601 followers, 2869 engagements "This is like a fully onchain $SBET. If you thought $SBET was tapping into DeFi financial engineering you ain't seen nothing yet. The wrinkle brains behind this are creating new DeFi alchemy that's never been done onchain. (I'm long $SBET and a participant in @eth_strategy)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943683931418570761) 2025-07-11 14:48:55 UTC 6598 followers, 6158 engagements "We talked to @HyperionDeFi the first NASDAQ listed $HYPE treasury company. Oh and after talking to them they're not just another crypto treasury company. There's a lot more to this story and they're just getting started Listen below 👇"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942096333084786928) 2025-07-07 05:40:22 UTC 6597 followers, 2194 engagements "So we get to see the biblical flows to kHYPE this week eh (investor in @kinetiq_xyz)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944491621007167922) 2025-07-13 20:18:24 UTC 6595 followers, XXX engagements "@singularity7x @edge_pod Your thesis is playing out ser 🍻"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945271739430158642) 2025-07-15 23:58:18 UTC 6593 followers, XX engagements "We highlight a $BTC yield that's generating XXX% APY with XX% of that coming from real-yield. Yes XX% real-yield in $BTC. This one you'll have to read the article to find out 👀 It's free here:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790499996819918) 2025-07-11 21:52:23 UTC 6597 followers, XXX engagements "The house that Liqour built. $YHC (this is all getting ridiculous 😂)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945497978124607570) 2025-07-16 14:57:18 UTC 6600 followers, XXX engagements "We showcase @TokemakXYZ's autoDOLA autopool that is yielding XXXXX% APY and constantly auto rebalancing. This is pure real-yield no incentives:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790504849944775) 2025-07-11 21:52:24 UTC 6603 followers, 1559 engagements "@MeshClans @pendle_fi @KazumaxCrypto @tn_pendle @pendle_grandma @PendleIntern @Rightsideonly @chainyoda Great post"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942752595233403230) 2025-07-09 01:08:07 UTC 6593 followers, XX engagements "@Bitcoineo @VannaCharmer @DidiTrading @0xGeeGee Thanks ser btw you were in YOTW 👀 Great insight here:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1941517207143580010) 2025-07-05 15:19:08 UTC 6544 followers, XXX engagements "Protocols moving towards becoming onchain banks is something I'm monitoring and interested in. @Mantle_Official is a great example of this. Their UR banking product works in Canada and I've just recently onboarded and started to get setup. Also if you're an $MNT holder this is exactly the messaging you want to see: "Our $MNT token embodies all the value currently within this unifying stack as well as all future value to be generated from this growing super-app ecosystem." If you're building in crypto I think you need to do whatever is needed to make the above quote a reality for your"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943341587695833515) 2025-07-10 16:08:34 UTC 6584 followers, XXX engagements "Myself and @DeFi_Dad were on the Wallfacer pod last week. You should follow Wallfacer on Apple or Spotify. They normally have way better guests than us 😂 (I promise) Wallfacer is great if you're looking for in the weeds DeFi conversations"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1934328452917952995) 2025-06-15 19:13:35 UTC 6593 followers, 5219 engagements "@DarkForestCap @maplefinance @aave @MartindRijke @rektdiomedes @crypto_linn @0xBigNaturals 👀"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945237102217535599) 2025-07-15 21:40:40 UTC 6603 followers, XXX engagements "Happy to see @TanssiNetwork mainnet go live. We had a great conversation with them and @symbioticfi on The Edge Podcast earlier this year 👏 Here it is here:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942999246313263585) 2025-07-09 17:28:14 UTC 6598 followers, 1821 engagements "Yields of the Week is out 🚀 However most of you are likely guzzling beers blasting fireworks and eating god knows what. (coming from a Canadian that actually has severe 4th of July fomo you all really know how to do it) To the yields (bookmark for when sober)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1941261839972827605) 2025-07-04 22:24:24 UTC 6556 followers, 4688 engagements "We just cut a pod with @0xDeFiDevin from @GammaSwapLabs all about Yield Tokens. We wrote about these in our newsletter a few months back and word on the street is they're finally coming this month (full pod in post below 👇):"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945276630739611828) 2025-07-16 00:17:44 UTC 6604 followers, 3640 engagements "We looked at boosted (incentives) yields with over $1M in TVL over a X day avg this week. Here's the top stablecoin $ETH and $BTC yields courtesy of @vaultsfyi:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790489838506114) 2025-07-11 21:52:21 UTC 6597 followers, XXX engagements "Ppl love to sleep on this team and then act surprised when they do what they said they were going to do all along. You've been warned (again) (I hold $FLUID)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943763429715849300) 2025-07-11 20:04:49 UTC 6597 followers, XXX engagements "I'm neutral to positive on Powell but everything is fucking mooning with rates high. Can we just leave him alone for now Maybe we don't want the bond market to get BTFO'd by agressive cuts Feels like we're kinda getting everything we want right now no"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943827053910143432) 2025-07-12 00:17:38 UTC 6595 followers, XXX engagements "Highly scalable no slippage leverage. $100M even up to $1B This would be a great DeFi strategy for a particular company I know. What do you think @ethereumJoseph 👀 No exploits in X years from @GearboxProtocol chads. $SBET"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944059350055891415) 2025-07-12 15:40:42 UTC 6597 followers, 7951 engagements "We go back to @liminalmoney again in this one because.I just like it. And what's not to like Delta neutral real-yield on a number of blue chip assets (like Fartcoin 🤣):"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790510146994363) 2025-07-11 21:52:26 UTC 6597 followers, XXX engagements ""Thats X years of new supply eaten up in less than two weeks.""  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944564671576752547) 2025-07-14 01:08:40 UTC 6598 followers, 4878 engagements "@blocmatesdotcom @StargateFinance Gents.this is so incredible"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944891702520766879) 2025-07-14 22:48:10 UTC 6588 followers, XXX engagements "Here's a passage from an @edge_pod newsletter article last week called: "Checking in on the Cycle". This was in the BTC.D section where we were calling for $ETH and select alts to begin to outperform (full article link in next post):"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943535273100612052) 2025-07-11 04:58:12 UTC 6598 followers, 1855 engagements "Weve got more coming soon on crypto treasury companies. One angle were diving into: how to avoid getting caught in the dilution waves hitting many of the early movers (subscribe for free). If you found this helpful like and repost the first tweet:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942724178429501857) 2025-07-08 23:15:12 UTC 6597 followers, XXX engagements "@poopmandefi This man can literally call himself poopman and be one of the most respected analyst/independent researchers in our entire space. Take that suits You really can just do things"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943859027131371987) 2025-07-12 02:24:41 UTC 6598 followers, XXX engagements "Right tail black swans really resonate with me. All I've heard the past few years is ppl with no balls talking about recession and doomer shit. What if it all works you morons Why are you even here Anyways Im at the pub celebrating ATH day. We're just getting started. Grow a pair"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943471245217173807) 2025-07-11 00:43:47 UTC 6597 followers, 5271 engagements "I own no $TOKE but @TokemakXYZ currently has two of the best yield sources for both $ETH and stables with autoETH and autoUSD. It has almost $90M TVL and the token is under $20M FDV. If I was pitched tomorrow on a DeFi protocol building autoUSD and autoETH I bet they'd be raising at $20M - $30M val (without a working product). I did not fill before shill but $TOKE looking good here"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1922304400414130242) 2025-05-13 14:54:18 UTC 6564 followers, 7573 engagements "Great breakdown here on @falcon YT retroactive points 👇"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942238521940697430) 2025-07-07 15:05:23 UTC 6597 followers, 2200 engagements "I also just noticed around $4k of $AICC in my wallet. Assuming it's a scam/honey pot. Anyone seeing similar"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942327169562337540) 2025-07-07 20:57:38 UTC 6597 followers, XXX engagements "For those apeing $BMNR let me present you two images. Look closely can you spot the difference (I think it's an important difference)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942705525235540192) 2025-07-08 22:01:05 UTC 6603 followers, 3222 engagements "3 month net flows tells a different story"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1940119729450230270) 2025-07-01 18:46:03 UTC 6597 followers, 9064 engagements "My fellow fundamentals enjoyers. The @sparkdotfi TGE just happened and $SPK is trading at $550M FDV. They have a projected annual revenue of $180M. This one seems ripe for a repricing higher after airdrop jeets are cleared. (I hold no $SPK.yet)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1934999059263308276) 2025-06-17 15:38:20 UTC 6597 followers, 8977 engagements "@0xBigNaturals @DarkForestCap @maplefinance @aave @MartindRijke @rektdiomedes @crypto_linn 👀"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945237128192921726) 2025-07-15 21:40:46 UTC 6586 followers, XX engagements "Yep and just making jokes about keeping the vacuum setting on "high pile" and sucking up all the $ETH 🤣"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945267042346492014) 2025-07-15 23:39:38 UTC 6597 followers, XXX engagements "When @cobie full ports his BTC back into ETH it's on"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942748722066251959) 2025-07-09 00:52:44 UTC 6541 followers, XXX engagements "@crypto_linn @maplefinance @aave @MartindRijke @rektdiomedes Exactly"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945277085985202214) 2025-07-16 00:19:33 UTC 6604 followers, XXX engagements "@econoar Wait but this doesn't fit into REV Eric How can we value it It's making me concerned ser"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944056747314098446) 2025-07-12 15:30:22 UTC 6576 followers, XXX engagements ""Short $BTC and make it your whole personality" - Ben McKenzie (probably)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944887592241254694) 2025-07-14 22:31:50 UTC 6595 followers, XXX engagements "@mteamisloading @DeFi_Dad Yes he's a chad"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944048277680533534) 2025-07-12 14:56:42 UTC 6531 followers, XX engagements "I would love to see @krakenfx offer support for HyperEVM on/off ramping"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944831319554597115) 2025-07-14 18:48:14 UTC 6595 followers, XXX engagements "Was about to get baited into a pointless X battle that would have stolen precious time from my day"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944098186408186139) 2025-07-12 18:15:01 UTC 6598 followers, XXX engagements "Gm @HyperionDeFi will further redefine mNAV. Nothing further on this matter at this time. $HYPD"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943047137794855420) 2025-07-09 20:38:32 UTC 6597 followers, XXX engagements "Hey remember all those charts ppl were sharing showing historical $ETH shorts"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943429224968393025) 2025-07-10 21:56:49 UTC 6598 followers, XXX engagements "Jeff planting the seeds for this integration X months ago (and obviously even earlier). Imagine what Jeff is cooking up now that we don't even know about yet Really makes you think 🤔 Hyperliquid"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943115474646253762) 2025-07-10 01:10:05 UTC 6595 followers, XXX engagements "@joemccann Absolutely roasted. You really have to fade ppl that are trapped in pure TDS"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944142159315345432) 2025-07-12 21:09:45 UTC 6595 followers, XXX engagements "🎯 The unstaking queue will be biblical. I've been waiting for this to really get going on HypeEVM. It's time. kHYPE coded"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942239905364779026) 2025-07-07 15:10:53 UTC 6542 followers, XXX engagements "We highlight a new Autopilot feature on @harvest_finance on @base that auto rebalances to the highest lending vaults such as: @0xfluid @MoonwellDeFi @MorphoLabs @compoundfinance and @aave:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1919538633754677720) 2025-05-05 23:44:08 UTC 6574 followers, 4836 engagements "As always we look at the top markets on @pendle_fi:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790515218264482) 2025-07-11 21:52:27 UTC 6595 followers, XXX engagements "@Archer_MD_ Had to use big ben backup because @end0xiii took my Banderas one"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945202319424929897) 2025-07-15 19:22:27 UTC 6601 followers, XXX engagements "@TradeNeutral @HyperliquidX @hypurr_co @chameleon_jeff @xulian_hl @HyperFND @Hyperintern This is cool guys"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942710205386743995) 2025-07-08 22:19:41 UTC 6597 followers, XXX engagements "Alpha for @maplefinance: There's more dominos beginning to fall for $SYRUP that makes me think "you ain't seen nothing yet". Big Domino Last month a "Temp Check" appeared on @aave to onboard syrupUSDC. Why is the proposal so positive sum for both parties Aave gets: - New collateral type with real-world yield. - Potential for $500M+ institutional inflow into syrupUSDC if loopable on Aave (but I think way more keep reading). - Boosts TVL USDC utilization and interest rates. - Maple will provide $250k in incentives to kickstart adoption. Benefits to Aave: - Supports Aaves broader strategic goals"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945168720932036841) 2025-07-15 17:08:57 UTC 6602 followers, 17.2K engagements ""The premise that someone can create a box put a dollar in the box and then list a public instrument for the box and it will trade $X is nonsensical. That's not to say it can't happen just at a mature state the trade doesn't exist." But what if instead of a $X in the box (that loses X% purchasing power per year) It's an asset with a CAGR of XX% and that $X of asset yields 3-4% per year. And what if that asset could yield X - XX% yield I think there's a point where more of these can start to look more like businesses than people may realize especially the ones with a strong onchain component"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945286663326068767) 2025-07-16 00:57:36 UTC 6597 followers, XXX engagements "I am not at all surprised with $ETH strength. Why We were having incredibly bullish conversations on @edge_pod earlier in the year during the bottom. We were talking to the people working hard to help reshape the future Ethereum and breath new life into it. All while most couldn't see the forest for the trees. --- Here's a few episodes that helped steel my resolve (just read the titles 🤣): - Jan XX 2025 - "Why 2025 Will Be Ethereum's Comeback Year" (@singularity7x from @BitwiseInvest) - Feb XX 2025 - "Why Decentralization Isn't Just An Ideology In Crypto" (@_Cryptoma from @Obol_Collective) -"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945244833460969565) 2025-07-15 22:11:23 UTC 6601 followers, 8443 engagements "We don't share all the alpha in the thread so if you want to read the whole article you can find it here:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790481999089862) 2025-07-11 21:52:19 UTC 6597 followers, XXX engagements "We highlight @avantprotocol and their impressive new $BTC yield with their $avBTC product that's currently yielding XXXX% APY:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790495597310175) 2025-07-11 21:52:22 UTC 6602 followers, 2263 engagements "I actually rarely disagree with Santiago who's a 🐐. They won't all work but some are developing vertically integrated businesses that highlight the best attributes that DeFi/onchain have to offer. If you combine offchain/onchain (more alpha onchain) savvy I think you can truly differentiate. For these companies mNAV will be more closely compared to P/E IMO. Basically don't throw the baby out with the bathwater. There's real alpha here. I'm not ready to fully articulate my thesis or point out the names I think are longterm winners just yet"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944153563476930847) 2025-07-12 21:55:04 UTC 6597 followers, 3318 engagements "If youve been watching $SBET $BMNR or $HYPD rip and want to understand the crypto treasury playbook heres your starter pack. X resources I highly recommend (2 from @edge_pod X from others). Details below (bookmark for later) 🧵"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942723628187124059) 2025-07-08 23:13:01 UTC 6601 followers, 7182 engagements "If you didn't think this guy was a moron scam artist before this should seal the deal. Absolutely attempting to milk his followers for every last $"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944169832519544844) 2025-07-12 22:59:43 UTC 6598 followers, 1514 engagements "🚀 Yields Of The Week is out There's some new hidden gems to discover in the full article: ✅ More HyperEVM ✅Bitcoin yield (would you like to earn XXX% on $BTC) ✅Yield magic with @RumpelLabs Full thread (bookmark for later) 🧵"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790478060904930) 2025-07-11 21:52:18 UTC 6597 followers, 2870 engagements "@Tyler_Neville_ You're on a heater ser 🍻"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944201146060746990) 2025-07-13 01:04:09 UTC 6580 followers, XXX engagements "@vladtenev Hey @vladtenev checkout Builder Codes from @HyperliquidX. Phantom wallet just integrated HL perps backend using their own front end. Why reinvent the wheel at Robinhood"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942685052804161956) 2025-07-08 20:39:44 UTC 6592 followers, XXX engagements "Its a pleasure to have @0xSimonJones of @reya_xyz contribute a guest post in our newsletter on their new trading-focused rollup ReyaChain. Fast like TradFi decentralized like Ethereum. Its a bold step toward trustless global Internet Capital Markets. (Article below 👇)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944800007938564454) 2025-07-14 16:43:49 UTC 6597 followers, XXX engagements "Almost everyone in crypto is bullish stablecoins while unsure of how to get exposure. There's some obvious teams you can place bets on but what if there's an even more obvious one hiding in plain sight The ticker is $ETH h/t @VivekVentures"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1901005922253893980) 2025-03-15 20:21:45 UTC 6530 followers, 39K engagements "You know i'll be waking up to check the price on $SBET tomorrow"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944623213771882561) 2025-07-14 05:01:18 UTC 6595 followers, 1204 engagements "Wild to see the Pump founder just riding amongst the liquidity like this"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944101859284697482) 2025-07-12 18:29:37 UTC 6595 followers, XXX engagements "@sharplinkwhale @SolanaFndn Happy for you dude playing a little song in your honor:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942370836398367228) 2025-07-07 23:51:09 UTC 6597 followers, XXX engagements "Look I know not all crypto treasury companies will make it but at least they aren't hoarding cash: "Look it doesnt make sense to pay 22x forward earnings on a portfolio loaded with T-Bills." If you have any operating business underneath (onchain or offchain) hoarding BTC or ETH just makes more sense to me and 2x - 4x mNAV starts to not sound as crazy. But I'm pretty buzzed/half cut right now soooo"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944226683093234167) 2025-07-13 02:45:37 UTC 6595 followers, XXX engagements "Omw to the pub for an ATH beer. Cheers to everyone here who's new and cheers to everyone who endured through the hard times 🍻"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943434098644783168) 2025-07-10 22:16:11 UTC 6592 followers, XXX engagements "Putting forth a motion that the midcruve meme guy should be forever changed to Ben McKenzie. Best to ever do it TBH"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944885344757014847) 2025-07-14 22:22:55 UTC 6580 followers, XXX engagements "Unironically the best time to start digging in more on $TIA. I think we're peak FUD. I still need to check investor unlocks but expect we're getting close-ish"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1941958863810654508) 2025-07-06 20:34:07 UTC 6597 followers, 1964 engagements "Yields of the Week is out 🚀 Lot's of variety in this one: - How to borrow against your onchain gold with $PAXG $XAUT via @0xfluid - HyperEVM options using @felix and @hyperunit - Solid $BTC yields with @maplefinance - A fresh looping yield from @infinifilabs (cont'd)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1936157550782955684) 2025-06-20 20:21:46 UTC 6597 followers, 1278 engagements "Lastly myself and @DeFi_Dad hosted @HyperionDeFi the first NASDAQ listed company that is blackholing $HYPE. This isn't just putting $HYPE on the balance sheet this is a full operating business centered around the @HyperliquidX ecosystem. Listen to it here:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942723636160520368) 2025-07-08 23:13:03 UTC 6597 followers, XXX engagements "I've put this in the memory bank. Will revisit in X - X months. Actually preemptively tagging @IfindRetards in advance"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943480057810632793) 2025-07-11 01:18:48 UTC 6541 followers, XXX engagements "There were definitely money moves I missed out on this weekend but I was pretty unplugged at the beach with my family. Always another opportunity"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944145457619644895) 2025-07-12 21:22:52 UTC 6598 followers, XXX engagements "- proper sizing - diversified portfolio is mostly a meme from tardfi suits to justify existence - concentrate positions (it frees up so much mental bandwidth) - add to winners cut losers - don't marry your bags - have some clear parameters to know when your thesis is invalidated - try to not be maxed to the tits and have some cash available for opportunities that come your way (I do this buy borrowing against core positions of $BTC $ETH $HYPE - if managed conservatively you maintain a nice line of credit to tap when needed"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944926553319858465) 2025-07-15 01:06:39 UTC 6562 followers, XX engagements "Mr. Alexander is also talking about @gaib_ai (perhaps unknowingly) 👀"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944566636176134624) 2025-07-14 01:16:29 UTC 6595 followers, 1707 engagements ""Jarvis create an image of a beach ball under water that I can post on twitter""  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944504278330347603) 2025-07-13 21:08:41 UTC 6595 followers, XXX engagements "Thanks to our amazing partners who make all this possible: @redstone_defi @MagicNewton @Mantle_Official @maplefinance @GearboxProtocol @puffer_finance @sparkdotfi @RumpelLabs OK I promise on to the yields"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790485073473907) 2025-07-11 21:52:20 UTC 6598 followers, XXX engagements "There's a savviness to operating a crypto treasury co that I feel many may be discounting. This interview with @DylanLeClair_ and @natbrunell was excellent. For example I didn't know that XX% of Metaplanet revenues came from selling options:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942723631832056114) 2025-07-08 23:13:02 UTC 6597 followers, XXX engagements "If you only listen to one of these podcasts I think it should be this one by @ForwardGuidance. This was a panel at permissionless expertly hosted by @fejau_inc that included: @CryptoIRGuy @fundstrat @David_Grid This podcast was 35min of alpha and anyone looking at the treasury meta should to listen to this:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942723633971077338) 2025-07-08 23:13:03 UTC 6597 followers, XXX engagements "Crypto treasury companies will siphon a lot of the demand for crypto ETFs Is this a hot take"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942632032477274421) 2025-07-08 17:09:03 UTC 6597 followers, XXX engagements "Lastly we include an overlooked gem from the @GearboxProtocol chads who just want you to keep more of your yield:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790527591182616) 2025-07-11 21:52:30 UTC 6595 followers, XXX engagements "Absolutely checks out. When was the last time you saw this guy be on the right side of anything The answer is never. You should always be thinking inverse Krugman (h/t to Jim Cramer the best to ever do it)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943052648581902706) 2025-07-09 21:00:26 UTC 6595 followers, XXX engagements "@ayyyeandy Michael Burry/Adam McKay mindfucked a whole generation didn't they I will say bears sound really smart though. Some of the smartest dumb ppl I know"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944496835021947313) 2025-07-13 20:39:07 UTC 6598 followers, XXX engagements "@uhr3al @poopmandefi @2lambro Haha good point You can just dress as a lamb and spit alpha"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943862873723482372) 2025-07-12 02:39:58 UTC 6592 followers, XX engagements "We go pretty deep on @RumpelLabs in our looping section. If you're a serious points/yield farmer you really need to take a minute and look at what's going on here. We breakdown what Rumpel is how it works and how this looping strategy can yield you XX% APY:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790520989626763) 2025-07-11 21:52:28 UTC 6598 followers, XXX engagements "@TheOneandOmsy Wow its unbelievable how much they were mid-curving stablecoins before. They've had this sitting there on a silver platter for all to see. Thanks for sharing this"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1944494282615963764) 2025-07-13 20:28:58 UTC 6595 followers, XXX engagements "Guys who stand right beside someone at the gym for XX min waiting to use equipment. How do you have this much time Go do a different workout. Hyperliquid"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943416666588852572) 2025-07-10 21:06:54 UTC 6542 followers, XXX engagements "Thanks for checking it out Once again you can read the full alpha packed version here for free:"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1943790530917232690) 2025-07-11 21:52:31 UTC 6598 followers, XXX engagements ""$7 trillion cash on sidelines" Where do we think that goes 🤔 (Image from @joemccann TG)"  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1942791476750213457) 2025-07-09 03:42:38 UTC 6541 followers, XXX engagements "Ethena 🤝 infiniFi One of the reasons I invested in InfiniFi is their positive sum alignment with other protocols. This is a subtle but important superpower. "Every $X locked into infiniFi drives $XXXX into Ethena-ecosystem assets.""  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1934994841655800172) 2025-06-17 15:21:35 UTC 6597 followers, 1998 engagements ""Should humanity exist I'm not so sure but I'm balls long $ETH""  [@Nomaticcap](/creator/x/Nomaticcap) on [X](/post/tweet/1945294996153790823) 2025-07-16 01:30:43 UTC 6601 followers, 9611 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Nomaticcap Nomatic
Nomatic posts on X about $eth, $btc, $sbet, ethereum the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +22%
- X Month XXXXXXX +7.10%
- X Months XXXXXXXXX +120%
- X Year XXXXXXXXX +597%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +373%
- X Year XXXXX +1,203%
Followers: XXXXX #
- X Week XXXXX +1.90%
- X Month XXXXX +12%
- X Months XXXXX +69%
- X Year XXXXX +154%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #2062 stocks XXXX% finance XXXX% exchanges #964 technology brands XXXX% countries XXXX% social networks XXXX% travel destinations XXXX% musicians XXXX%
Social topic influence $eth #716, $btc 2.62%, $sbet 2.62%, ethereum #731, hyperliquid #78, onchain 1.97%, maplefinance #1, bitcoin 1.64%, token 1.64%, stablecoins XXXX%
Top accounts mentioned or mentioned by @edgepod @bitvizory @defidad @meshclans @pendlefi @gearboxprotocol @rektdiomedes @maplefinance @defi_dad @fundstrat @eulerfinance @rightsideonly @aave @ayyyeandy @hyperliquidx @vaultsfyi @hyperiondefi @liminalmoney @0xcoinshift @phtevenstrong
Top assets mentioned Ethereum (ETH) Bitcoin (BTC) SBET (SBET) BitMine (BMNR) USDC (USDC) Hyperliquid (HYPE) Spotify Technology (SPOT) SharpLink Gaming (SBET) Mantle (MNT) Across Protocol (ACX) Fluid (FLUID) Hundred Million (100M) Fartcoin (FARTCOIN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Yields of the Week is pretty jam packed this week I must say. The strategy of publishing it every week late afternoon on a Friday when everyone is touching grass is peak retardation. Going to have a sit down with the boss and talk about switching things up"
@Nomaticcap on X 2025-07-11 20:49:03 UTC 6541 followers, XXX engagements
"🤖 AutoFi AgentFi Agentic Finance.Whatever you want to call it Are you curious where its all going We had @_seanli on our podcast recently who's building this future at @MagicNewton. Here's X clips of his visions on where the puck is going:" @Nomaticcap on X 2025-06-09 17:01:20 UTC 6593 followers, 61.9K engagements
"The @redstone_defi team are early trailblazers of the RWA space. We pick their brains on where its all going. We also dig into Apollo's ACRED and why it was such a pivotal moment for DeFi" @Nomaticcap on X 2025-07-12 01:49:30 UTC 6585 followers, XXX engagements
"First up I wrote this right after $SBET dropped XX% and was trading around $X (now $16.29) I think it's still a good starting point and also outlines the key differences between treasury cos with smart contracts and those without ( $BTC treasury cos):" @Nomaticcap on X 2025-07-08 23:13:02 UTC 6597 followers, XXX engagements
"The more frazzled/unruly Tom's hair gets in these interviews the more bullish I get. Strong correlation to disheveledness and $ETH price appreciation. That said there is a point of depreciating returns when you start to approach 22' SBF hair levels" @Nomaticcap on X 2025-07-11 20:14:00 UTC 6595 followers, 3916 engagements
"Top XX day yield (no rewards) for Stablecoins on @vaultsfyi: #1 - @InverseFinance sDOLA #2 - @levelusd Staked lvlUSD #3 - @syrupfi Syrup USDT #4 - @hyperithm Hyperithm USDC #5 - @syrupfi Syrup USDC" @Nomaticcap on X 2025-05-07 22:09:32 UTC 6595 followers, XXX engagements
"Today @kinetiq_xyz launched THE native LST for Hyperliquid called $kHYPE. My friend @keegan_selby wrote up his thesis on why he's bullish in the @edge_pod Newsletter. He alludes to some possible alpha 👀 (full article in next post) $256M in a few hours not bad (cont'd)" @Nomaticcap on X 2025-07-15 21:34:58 UTC 6601 followers, 2869 engagements
"This is like a fully onchain $SBET. If you thought $SBET was tapping into DeFi financial engineering you ain't seen nothing yet. The wrinkle brains behind this are creating new DeFi alchemy that's never been done onchain. (I'm long $SBET and a participant in @eth_strategy)" @Nomaticcap on X 2025-07-11 14:48:55 UTC 6598 followers, 6158 engagements
"We talked to @HyperionDeFi the first NASDAQ listed $HYPE treasury company. Oh and after talking to them they're not just another crypto treasury company. There's a lot more to this story and they're just getting started Listen below 👇" @Nomaticcap on X 2025-07-07 05:40:22 UTC 6597 followers, 2194 engagements
"So we get to see the biblical flows to kHYPE this week eh (investor in @kinetiq_xyz)" @Nomaticcap on X 2025-07-13 20:18:24 UTC 6595 followers, XXX engagements
"@singularity7x @edge_pod Your thesis is playing out ser 🍻" @Nomaticcap on X 2025-07-15 23:58:18 UTC 6593 followers, XX engagements
"We highlight a $BTC yield that's generating XXX% APY with XX% of that coming from real-yield. Yes XX% real-yield in $BTC. This one you'll have to read the article to find out 👀 It's free here:" @Nomaticcap on X 2025-07-11 21:52:23 UTC 6597 followers, XXX engagements
"The house that Liqour built. $YHC (this is all getting ridiculous 😂)" @Nomaticcap on X 2025-07-16 14:57:18 UTC 6600 followers, XXX engagements
"We showcase @TokemakXYZ's autoDOLA autopool that is yielding XXXXX% APY and constantly auto rebalancing. This is pure real-yield no incentives:" @Nomaticcap on X 2025-07-11 21:52:24 UTC 6603 followers, 1559 engagements
"@MeshClans @pendle_fi @KazumaxCrypto @tn_pendle @pendle_grandma @PendleIntern @Rightsideonly @chainyoda Great post" @Nomaticcap on X 2025-07-09 01:08:07 UTC 6593 followers, XX engagements
"@Bitcoineo @VannaCharmer @DidiTrading @0xGeeGee Thanks ser btw you were in YOTW 👀 Great insight here:" @Nomaticcap on X 2025-07-05 15:19:08 UTC 6544 followers, XXX engagements
"Protocols moving towards becoming onchain banks is something I'm monitoring and interested in. @Mantle_Official is a great example of this. Their UR banking product works in Canada and I've just recently onboarded and started to get setup. Also if you're an $MNT holder this is exactly the messaging you want to see: "Our $MNT token embodies all the value currently within this unifying stack as well as all future value to be generated from this growing super-app ecosystem." If you're building in crypto I think you need to do whatever is needed to make the above quote a reality for your" @Nomaticcap on X 2025-07-10 16:08:34 UTC 6584 followers, XXX engagements
"Myself and @DeFi_Dad were on the Wallfacer pod last week. You should follow Wallfacer on Apple or Spotify. They normally have way better guests than us 😂 (I promise) Wallfacer is great if you're looking for in the weeds DeFi conversations" @Nomaticcap on X 2025-06-15 19:13:35 UTC 6593 followers, 5219 engagements
"@DarkForestCap @maplefinance @aave @MartindRijke @rektdiomedes @crypto_linn @0xBigNaturals 👀" @Nomaticcap on X 2025-07-15 21:40:40 UTC 6603 followers, XXX engagements
"Happy to see @TanssiNetwork mainnet go live. We had a great conversation with them and @symbioticfi on The Edge Podcast earlier this year 👏 Here it is here:" @Nomaticcap on X 2025-07-09 17:28:14 UTC 6598 followers, 1821 engagements
"Yields of the Week is out 🚀 However most of you are likely guzzling beers blasting fireworks and eating god knows what. (coming from a Canadian that actually has severe 4th of July fomo you all really know how to do it) To the yields (bookmark for when sober)" @Nomaticcap on X 2025-07-04 22:24:24 UTC 6556 followers, 4688 engagements
"We just cut a pod with @0xDeFiDevin from @GammaSwapLabs all about Yield Tokens. We wrote about these in our newsletter a few months back and word on the street is they're finally coming this month (full pod in post below 👇):" @Nomaticcap on X 2025-07-16 00:17:44 UTC 6604 followers, 3640 engagements
"We looked at boosted (incentives) yields with over $1M in TVL over a X day avg this week. Here's the top stablecoin $ETH and $BTC yields courtesy of @vaultsfyi:" @Nomaticcap on X 2025-07-11 21:52:21 UTC 6597 followers, XXX engagements
"Ppl love to sleep on this team and then act surprised when they do what they said they were going to do all along. You've been warned (again) (I hold $FLUID)" @Nomaticcap on X 2025-07-11 20:04:49 UTC 6597 followers, XXX engagements
"I'm neutral to positive on Powell but everything is fucking mooning with rates high. Can we just leave him alone for now Maybe we don't want the bond market to get BTFO'd by agressive cuts Feels like we're kinda getting everything we want right now no" @Nomaticcap on X 2025-07-12 00:17:38 UTC 6595 followers, XXX engagements
"Highly scalable no slippage leverage. $100M even up to $1B This would be a great DeFi strategy for a particular company I know. What do you think @ethereumJoseph 👀 No exploits in X years from @GearboxProtocol chads. $SBET" @Nomaticcap on X 2025-07-12 15:40:42 UTC 6597 followers, 7951 engagements
"We go back to @liminalmoney again in this one because.I just like it. And what's not to like Delta neutral real-yield on a number of blue chip assets (like Fartcoin 🤣):" @Nomaticcap on X 2025-07-11 21:52:26 UTC 6597 followers, XXX engagements
""Thats X years of new supply eaten up in less than two weeks."" @Nomaticcap on X 2025-07-14 01:08:40 UTC 6598 followers, 4878 engagements
"@blocmatesdotcom @StargateFinance Gents.this is so incredible" @Nomaticcap on X 2025-07-14 22:48:10 UTC 6588 followers, XXX engagements
"Here's a passage from an @edge_pod newsletter article last week called: "Checking in on the Cycle". This was in the BTC.D section where we were calling for $ETH and select alts to begin to outperform (full article link in next post):" @Nomaticcap on X 2025-07-11 04:58:12 UTC 6598 followers, 1855 engagements
"Weve got more coming soon on crypto treasury companies. One angle were diving into: how to avoid getting caught in the dilution waves hitting many of the early movers (subscribe for free). If you found this helpful like and repost the first tweet:" @Nomaticcap on X 2025-07-08 23:15:12 UTC 6597 followers, XXX engagements
"@poopmandefi This man can literally call himself poopman and be one of the most respected analyst/independent researchers in our entire space. Take that suits You really can just do things" @Nomaticcap on X 2025-07-12 02:24:41 UTC 6598 followers, XXX engagements
"Right tail black swans really resonate with me. All I've heard the past few years is ppl with no balls talking about recession and doomer shit. What if it all works you morons Why are you even here Anyways Im at the pub celebrating ATH day. We're just getting started. Grow a pair" @Nomaticcap on X 2025-07-11 00:43:47 UTC 6597 followers, 5271 engagements
"I own no $TOKE but @TokemakXYZ currently has two of the best yield sources for both $ETH and stables with autoETH and autoUSD. It has almost $90M TVL and the token is under $20M FDV. If I was pitched tomorrow on a DeFi protocol building autoUSD and autoETH I bet they'd be raising at $20M - $30M val (without a working product). I did not fill before shill but $TOKE looking good here" @Nomaticcap on X 2025-05-13 14:54:18 UTC 6564 followers, 7573 engagements
"Great breakdown here on @falcon YT retroactive points 👇" @Nomaticcap on X 2025-07-07 15:05:23 UTC 6597 followers, 2200 engagements
"I also just noticed around $4k of $AICC in my wallet. Assuming it's a scam/honey pot. Anyone seeing similar" @Nomaticcap on X 2025-07-07 20:57:38 UTC 6597 followers, XXX engagements
"For those apeing $BMNR let me present you two images. Look closely can you spot the difference (I think it's an important difference)" @Nomaticcap on X 2025-07-08 22:01:05 UTC 6603 followers, 3222 engagements
"3 month net flows tells a different story" @Nomaticcap on X 2025-07-01 18:46:03 UTC 6597 followers, 9064 engagements
"My fellow fundamentals enjoyers. The @sparkdotfi TGE just happened and $SPK is trading at $550M FDV. They have a projected annual revenue of $180M. This one seems ripe for a repricing higher after airdrop jeets are cleared. (I hold no $SPK.yet)" @Nomaticcap on X 2025-06-17 15:38:20 UTC 6597 followers, 8977 engagements
"@0xBigNaturals @DarkForestCap @maplefinance @aave @MartindRijke @rektdiomedes @crypto_linn 👀" @Nomaticcap on X 2025-07-15 21:40:46 UTC 6586 followers, XX engagements
"Yep and just making jokes about keeping the vacuum setting on "high pile" and sucking up all the $ETH 🤣" @Nomaticcap on X 2025-07-15 23:39:38 UTC 6597 followers, XXX engagements
"When @cobie full ports his BTC back into ETH it's on" @Nomaticcap on X 2025-07-09 00:52:44 UTC 6541 followers, XXX engagements
"@crypto_linn @maplefinance @aave @MartindRijke @rektdiomedes Exactly" @Nomaticcap on X 2025-07-16 00:19:33 UTC 6604 followers, XXX engagements
"@econoar Wait but this doesn't fit into REV Eric How can we value it It's making me concerned ser" @Nomaticcap on X 2025-07-12 15:30:22 UTC 6576 followers, XXX engagements
""Short $BTC and make it your whole personality" - Ben McKenzie (probably)" @Nomaticcap on X 2025-07-14 22:31:50 UTC 6595 followers, XXX engagements
"@mteamisloading @DeFi_Dad Yes he's a chad" @Nomaticcap on X 2025-07-12 14:56:42 UTC 6531 followers, XX engagements
"I would love to see @krakenfx offer support for HyperEVM on/off ramping" @Nomaticcap on X 2025-07-14 18:48:14 UTC 6595 followers, XXX engagements
"Was about to get baited into a pointless X battle that would have stolen precious time from my day" @Nomaticcap on X 2025-07-12 18:15:01 UTC 6598 followers, XXX engagements
"Gm @HyperionDeFi will further redefine mNAV. Nothing further on this matter at this time. $HYPD" @Nomaticcap on X 2025-07-09 20:38:32 UTC 6597 followers, XXX engagements
"Hey remember all those charts ppl were sharing showing historical $ETH shorts" @Nomaticcap on X 2025-07-10 21:56:49 UTC 6598 followers, XXX engagements
"Jeff planting the seeds for this integration X months ago (and obviously even earlier). Imagine what Jeff is cooking up now that we don't even know about yet Really makes you think 🤔 Hyperliquid" @Nomaticcap on X 2025-07-10 01:10:05 UTC 6595 followers, XXX engagements
"@joemccann Absolutely roasted. You really have to fade ppl that are trapped in pure TDS" @Nomaticcap on X 2025-07-12 21:09:45 UTC 6595 followers, XXX engagements
"🎯 The unstaking queue will be biblical. I've been waiting for this to really get going on HypeEVM. It's time. kHYPE coded" @Nomaticcap on X 2025-07-07 15:10:53 UTC 6542 followers, XXX engagements
"We highlight a new Autopilot feature on @harvest_finance on @base that auto rebalances to the highest lending vaults such as: @0xfluid @MoonwellDeFi @MorphoLabs @compoundfinance and @aave:" @Nomaticcap on X 2025-05-05 23:44:08 UTC 6574 followers, 4836 engagements
"As always we look at the top markets on @pendle_fi:" @Nomaticcap on X 2025-07-11 21:52:27 UTC 6595 followers, XXX engagements
"@Archer_MD_ Had to use big ben backup because @end0xiii took my Banderas one" @Nomaticcap on X 2025-07-15 19:22:27 UTC 6601 followers, XXX engagements
"@TradeNeutral @HyperliquidX @hypurr_co @chameleon_jeff @xulian_hl @HyperFND @Hyperintern This is cool guys" @Nomaticcap on X 2025-07-08 22:19:41 UTC 6597 followers, XXX engagements
"Alpha for @maplefinance: There's more dominos beginning to fall for $SYRUP that makes me think "you ain't seen nothing yet". Big Domino Last month a "Temp Check" appeared on @aave to onboard syrupUSDC. Why is the proposal so positive sum for both parties Aave gets: - New collateral type with real-world yield. - Potential for $500M+ institutional inflow into syrupUSDC if loopable on Aave (but I think way more keep reading). - Boosts TVL USDC utilization and interest rates. - Maple will provide $250k in incentives to kickstart adoption. Benefits to Aave: - Supports Aaves broader strategic goals" @Nomaticcap on X 2025-07-15 17:08:57 UTC 6602 followers, 17.2K engagements
""The premise that someone can create a box put a dollar in the box and then list a public instrument for the box and it will trade $X is nonsensical. That's not to say it can't happen just at a mature state the trade doesn't exist." But what if instead of a $X in the box (that loses X% purchasing power per year) It's an asset with a CAGR of XX% and that $X of asset yields 3-4% per year. And what if that asset could yield X - XX% yield I think there's a point where more of these can start to look more like businesses than people may realize especially the ones with a strong onchain component" @Nomaticcap on X 2025-07-16 00:57:36 UTC 6597 followers, XXX engagements
"I am not at all surprised with $ETH strength. Why We were having incredibly bullish conversations on @edge_pod earlier in the year during the bottom. We were talking to the people working hard to help reshape the future Ethereum and breath new life into it. All while most couldn't see the forest for the trees. --- Here's a few episodes that helped steel my resolve (just read the titles 🤣): - Jan XX 2025 - "Why 2025 Will Be Ethereum's Comeback Year" (@singularity7x from @BitwiseInvest) - Feb XX 2025 - "Why Decentralization Isn't Just An Ideology In Crypto" (@_Cryptoma from @Obol_Collective) -" @Nomaticcap on X 2025-07-15 22:11:23 UTC 6601 followers, 8443 engagements
"We don't share all the alpha in the thread so if you want to read the whole article you can find it here:" @Nomaticcap on X 2025-07-11 21:52:19 UTC 6597 followers, XXX engagements
"We highlight @avantprotocol and their impressive new $BTC yield with their $avBTC product that's currently yielding XXXX% APY:" @Nomaticcap on X 2025-07-11 21:52:22 UTC 6602 followers, 2263 engagements
"I actually rarely disagree with Santiago who's a 🐐. They won't all work but some are developing vertically integrated businesses that highlight the best attributes that DeFi/onchain have to offer. If you combine offchain/onchain (more alpha onchain) savvy I think you can truly differentiate. For these companies mNAV will be more closely compared to P/E IMO. Basically don't throw the baby out with the bathwater. There's real alpha here. I'm not ready to fully articulate my thesis or point out the names I think are longterm winners just yet" @Nomaticcap on X 2025-07-12 21:55:04 UTC 6597 followers, 3318 engagements
"If youve been watching $SBET $BMNR or $HYPD rip and want to understand the crypto treasury playbook heres your starter pack. X resources I highly recommend (2 from @edge_pod X from others). Details below (bookmark for later) 🧵" @Nomaticcap on X 2025-07-08 23:13:01 UTC 6601 followers, 7182 engagements
"If you didn't think this guy was a moron scam artist before this should seal the deal. Absolutely attempting to milk his followers for every last $" @Nomaticcap on X 2025-07-12 22:59:43 UTC 6598 followers, 1514 engagements
"🚀 Yields Of The Week is out There's some new hidden gems to discover in the full article: ✅ More HyperEVM ✅Bitcoin yield (would you like to earn XXX% on $BTC) ✅Yield magic with @RumpelLabs Full thread (bookmark for later) 🧵" @Nomaticcap on X 2025-07-11 21:52:18 UTC 6597 followers, 2870 engagements
"@Tyler_Neville_ You're on a heater ser 🍻" @Nomaticcap on X 2025-07-13 01:04:09 UTC 6580 followers, XXX engagements
"@vladtenev Hey @vladtenev checkout Builder Codes from @HyperliquidX. Phantom wallet just integrated HL perps backend using their own front end. Why reinvent the wheel at Robinhood" @Nomaticcap on X 2025-07-08 20:39:44 UTC 6592 followers, XXX engagements
"Its a pleasure to have @0xSimonJones of @reya_xyz contribute a guest post in our newsletter on their new trading-focused rollup ReyaChain. Fast like TradFi decentralized like Ethereum. Its a bold step toward trustless global Internet Capital Markets. (Article below 👇)" @Nomaticcap on X 2025-07-14 16:43:49 UTC 6597 followers, XXX engagements
"Almost everyone in crypto is bullish stablecoins while unsure of how to get exposure. There's some obvious teams you can place bets on but what if there's an even more obvious one hiding in plain sight The ticker is $ETH h/t @VivekVentures" @Nomaticcap on X 2025-03-15 20:21:45 UTC 6530 followers, 39K engagements
"You know i'll be waking up to check the price on $SBET tomorrow" @Nomaticcap on X 2025-07-14 05:01:18 UTC 6595 followers, 1204 engagements
"Wild to see the Pump founder just riding amongst the liquidity like this" @Nomaticcap on X 2025-07-12 18:29:37 UTC 6595 followers, XXX engagements
"@sharplinkwhale @SolanaFndn Happy for you dude playing a little song in your honor:" @Nomaticcap on X 2025-07-07 23:51:09 UTC 6597 followers, XXX engagements
"Look I know not all crypto treasury companies will make it but at least they aren't hoarding cash: "Look it doesnt make sense to pay 22x forward earnings on a portfolio loaded with T-Bills." If you have any operating business underneath (onchain or offchain) hoarding BTC or ETH just makes more sense to me and 2x - 4x mNAV starts to not sound as crazy. But I'm pretty buzzed/half cut right now soooo" @Nomaticcap on X 2025-07-13 02:45:37 UTC 6595 followers, XXX engagements
"Omw to the pub for an ATH beer. Cheers to everyone here who's new and cheers to everyone who endured through the hard times 🍻" @Nomaticcap on X 2025-07-10 22:16:11 UTC 6592 followers, XXX engagements
"Putting forth a motion that the midcruve meme guy should be forever changed to Ben McKenzie. Best to ever do it TBH" @Nomaticcap on X 2025-07-14 22:22:55 UTC 6580 followers, XXX engagements
"Unironically the best time to start digging in more on $TIA. I think we're peak FUD. I still need to check investor unlocks but expect we're getting close-ish" @Nomaticcap on X 2025-07-06 20:34:07 UTC 6597 followers, 1964 engagements
"Yields of the Week is out 🚀 Lot's of variety in this one: - How to borrow against your onchain gold with $PAXG $XAUT via @0xfluid - HyperEVM options using @felix and @hyperunit - Solid $BTC yields with @maplefinance - A fresh looping yield from @infinifilabs (cont'd)" @Nomaticcap on X 2025-06-20 20:21:46 UTC 6597 followers, 1278 engagements
"Lastly myself and @DeFi_Dad hosted @HyperionDeFi the first NASDAQ listed company that is blackholing $HYPE. This isn't just putting $HYPE on the balance sheet this is a full operating business centered around the @HyperliquidX ecosystem. Listen to it here:" @Nomaticcap on X 2025-07-08 23:13:03 UTC 6597 followers, XXX engagements
"I've put this in the memory bank. Will revisit in X - X months. Actually preemptively tagging @IfindRetards in advance" @Nomaticcap on X 2025-07-11 01:18:48 UTC 6541 followers, XXX engagements
"There were definitely money moves I missed out on this weekend but I was pretty unplugged at the beach with my family. Always another opportunity" @Nomaticcap on X 2025-07-12 21:22:52 UTC 6598 followers, XXX engagements
"- proper sizing - diversified portfolio is mostly a meme from tardfi suits to justify existence - concentrate positions (it frees up so much mental bandwidth) - add to winners cut losers - don't marry your bags - have some clear parameters to know when your thesis is invalidated - try to not be maxed to the tits and have some cash available for opportunities that come your way (I do this buy borrowing against core positions of $BTC $ETH $HYPE - if managed conservatively you maintain a nice line of credit to tap when needed" @Nomaticcap on X 2025-07-15 01:06:39 UTC 6562 followers, XX engagements
"Mr. Alexander is also talking about @gaib_ai (perhaps unknowingly) 👀" @Nomaticcap on X 2025-07-14 01:16:29 UTC 6595 followers, 1707 engagements
""Jarvis create an image of a beach ball under water that I can post on twitter"" @Nomaticcap on X 2025-07-13 21:08:41 UTC 6595 followers, XXX engagements
"Thanks to our amazing partners who make all this possible: @redstone_defi @MagicNewton @Mantle_Official @maplefinance @GearboxProtocol @puffer_finance @sparkdotfi @RumpelLabs OK I promise on to the yields" @Nomaticcap on X 2025-07-11 21:52:20 UTC 6598 followers, XXX engagements
"There's a savviness to operating a crypto treasury co that I feel many may be discounting. This interview with @DylanLeClair_ and @natbrunell was excellent. For example I didn't know that XX% of Metaplanet revenues came from selling options:" @Nomaticcap on X 2025-07-08 23:13:02 UTC 6597 followers, XXX engagements
"If you only listen to one of these podcasts I think it should be this one by @ForwardGuidance. This was a panel at permissionless expertly hosted by @fejau_inc that included: @CryptoIRGuy @fundstrat @David_Grid This podcast was 35min of alpha and anyone looking at the treasury meta should to listen to this:" @Nomaticcap on X 2025-07-08 23:13:03 UTC 6597 followers, XXX engagements
"Crypto treasury companies will siphon a lot of the demand for crypto ETFs Is this a hot take" @Nomaticcap on X 2025-07-08 17:09:03 UTC 6597 followers, XXX engagements
"Lastly we include an overlooked gem from the @GearboxProtocol chads who just want you to keep more of your yield:" @Nomaticcap on X 2025-07-11 21:52:30 UTC 6595 followers, XXX engagements
"Absolutely checks out. When was the last time you saw this guy be on the right side of anything The answer is never. You should always be thinking inverse Krugman (h/t to Jim Cramer the best to ever do it)" @Nomaticcap on X 2025-07-09 21:00:26 UTC 6595 followers, XXX engagements
"@ayyyeandy Michael Burry/Adam McKay mindfucked a whole generation didn't they I will say bears sound really smart though. Some of the smartest dumb ppl I know" @Nomaticcap on X 2025-07-13 20:39:07 UTC 6598 followers, XXX engagements
"@uhr3al @poopmandefi @2lambro Haha good point You can just dress as a lamb and spit alpha" @Nomaticcap on X 2025-07-12 02:39:58 UTC 6592 followers, XX engagements
"We go pretty deep on @RumpelLabs in our looping section. If you're a serious points/yield farmer you really need to take a minute and look at what's going on here. We breakdown what Rumpel is how it works and how this looping strategy can yield you XX% APY:" @Nomaticcap on X 2025-07-11 21:52:28 UTC 6598 followers, XXX engagements
"@TheOneandOmsy Wow its unbelievable how much they were mid-curving stablecoins before. They've had this sitting there on a silver platter for all to see. Thanks for sharing this" @Nomaticcap on X 2025-07-13 20:28:58 UTC 6595 followers, XXX engagements
"Guys who stand right beside someone at the gym for XX min waiting to use equipment. How do you have this much time Go do a different workout. Hyperliquid" @Nomaticcap on X 2025-07-10 21:06:54 UTC 6542 followers, XXX engagements
"Thanks for checking it out Once again you can read the full alpha packed version here for free:" @Nomaticcap on X 2025-07-11 21:52:31 UTC 6598 followers, XXX engagements
""$7 trillion cash on sidelines" Where do we think that goes 🤔 (Image from @joemccann TG)" @Nomaticcap on X 2025-07-09 03:42:38 UTC 6541 followers, XXX engagements
"Ethena 🤝 infiniFi One of the reasons I invested in InfiniFi is their positive sum alignment with other protocols. This is a subtle but important superpower. "Every $X locked into infiniFi drives $XXXX into Ethena-ecosystem assets."" @Nomaticcap on X 2025-06-17 15:21:35 UTC 6597 followers, 1998 engagements
""Should humanity exist I'm not so sure but I'm balls long $ETH"" @Nomaticcap on X 2025-07-16 01:30:43 UTC 6601 followers, 9611 engagements