aothecomputer and tari are the 2 non-evm l1 im watching

no vc backing, full of ogs. ao has been on the mainnet and tari is still in testnet and pre-mining phase

simple description: defi is winning

fuel l2's last round val was around $800m-$1b and it's being traded at $121M fdv ($55M mc)

shows how easy it was to follow narratives and raised hundred of millions back in last bull. might also show $fuel is way undervalued i dunno

stablecoin chain. they basically compete with tron

https://x.com/PlasmaFDN/status/1890057938028703833

it looks...fun

i've known about tari since 2019 back in the incognito days when i dealt with monero guys. came across tari which was the a side project built by monero leaders back in the time

it's been 6 years and this project is trying something now. worth-trying and worth-mining

auto-farming mode

wanted consumer app ideas by ai16z

https://x.com/zebird0/status/1912168712830165330

is kaito becoming a shilling-as-a-service platform?]

would be a good trade if you bet on the outperforming of good defi coins against $eth over the long haul and don't care about whether $eth keeps being under the water or starts to make a rally from here (both are fine)

start with your stables

1.deposits them into aave to lend out $eth. similar to buying an $eth call option at current market price +20% or whatever (depends on the loan-to-collateral ratio you choose)

2. buy defi coins ($aave, $mkr, $hype, $pendle) using the borrowed $eth

3. transfer your defi coins to another account, deposit them into aave again to lend out $usde (smalles borrowing rate) -> buy the same defi coins using the borrowed $usde and keep the process being looped

you can stop at 2 if you feel that the risk is big enough. 1 and 2 combining forms the strategy where you long defi coins and short eth against it.

don't necessarily do it manually if you can train some defai agent to do the job for you.

even though i love what kaito is doing and believe that it is one of the brightest innovations in our field recently, the fact that the token keeps sinking and doesn't have any reactions to recent project updates shows how shitty market liquidity is at the moment. it's certainly not the good time to start accumulate these assets. just watch.

price only x2.7 but tvl has been x77 times

serious growth at euler finance as a money market. the protocol doent get hit by outside turbulences at all. i think i'll stack some $eul

found a good post on euler: https://x.com/0xPsveiga/status/1901606262195868158

rwafi chain on my radar

basically bullish on all legit rwa things and seeing strong PA no matter how hard market has been

https://plumenetwork.xyz/

this week and next week will play around with interwoven economy. some notable names

- embr
- lazy chain
- kamagotchi
etc

lets see how will the liquidity there be performing and how culty the so-called new cosmos gang (initia) is

boring sideway

walrus is at exactly last round val. you can buy at the price vcs got in

paul krugman is on substack. if you majored in economics or finance or anything related you might know him. the same old man fading the internet economy back in 1998 couldn't believe how far internet has reached. there has been internet of information now there is internet of value (blockchain & cryptocurrency) emerging.

https://paulkrugman.substack.com/

hyperliquid

alright buddy

just bought a small bag of $TON. its fdv is a meme so i don't care

telegram as the distribution channel for crypto apps is still the narrative that will stick around I think. on the same note, you can stack $kaia but ofc telegram eco is way bigger.

linking trading probabilities of events on polymarket and trading assets (equities, cryptos, commodities, gold, etc) can form some new type of delta-neutral strategies

has any app attempted to build such thing yet?

Interesting read. Open AI creates a separate path where they make profit based on user stickiness with the product (thereby charging subscription fee).

It's also the main reason why investors are ready to charge extra premiums (300B valuation at 4B annual revenue), while Google has to record $60B in rev to achieve that valuation

https://on.ft.com/4jCChSP