https://amidzicmomir.substack.com/p/tao-and-the-free-rider-problem

🌐 From @ahboyashreads

Updates on Ethena

Ethena is evolving USDe beyond just crypto basis trades by diversifying into institutional lending, RWAs, and cross-asset strategies

Why? They need to stay competitive even as crypto-native yields compress

Also, integrations like Aave on MegaETH and 3Jane are turning USDe into a composable yield + credit asset, strengthening both its demand flywheel and long-term resilience

https://x.com/ahboyash/status/2042226021122937085?s=46&t=4XnJtio_AIaRy6ZaB0XBdA

🌐 From @ahboyashreads

Bittensor (TAO) drama summarised

• Covenant AI (largest decentralized LLM for AI training) claims that Bittensor's decentralization is fake since one person maintains control over the triumvirate, suspends emissions, overrides authority, deprecates projects, and uses token sales coercively
• They left Bittensor as its governance contradicts their permissionless promise
• Const (TAO co-founder) criticizes Covenant AI for an "ugly decision out of malice and greed" while advocating renewed community vote-based ownership to elect subnet teams
• Fish (another major subnet operator) defends Const by detailing his foundational support to Sam on Grail and Templar subnets, accusing Sam of rugging investors and spreading misinformation after Const sold 5% of his tokens
• Sam (Covenant AI founder) sold majority of his tokens; the news causes $TAO to crash by ~20% (https://taostats.io/account/5Gs5XrCYquiwLj3Spm8XCPZXNvtaJj1tb2HoCgNdDBLNAPMe/transfers)
• @niftyinvest on X shares a video of how he thinks Sam seems to have a more short-term mindset and only in for a quick gain (https://x.com/niftyinvest/status/2042402670506635460)
• Kyle Samani is still up for his TAO debate, Const wants to do it too (https://x.com/const_reborn/status/2042477090390311267?s=20)

Links:
• https://x.com/covenant_ai/status/2042380152831951300?s=20
• https://x.com/markjeffrey/status/2042397286463140351?s=20
• https://x.com/markjeffrey/status/2042397286463140351?s=20

🌐 From @ahboyashreads

https://x.com/bgurley/status/2042305017814581629?s=20

🌐 From @ahboyashreads

https://members.delphidigital.io/reports/an-answer-to-short-squeeze-risk-basket-trading

🌐 From @ahboyashreads

https://world.org/blog/foundational-topics/tokenomics-milestone-wld-unlock-rate-to-decrease-by-43-in-july

🌐 From @ahboyashreads

https://x.com/vikramcantsingh/status/2042603775454593178?s=46

🌐 From @ahboyashreads

https://www.circle.com/blog/when-open-systems-are-tested-accountability-rule-of-law-and-the-work-ahead

🌐 From @ahboyashreads

https://ilyastrebulaev.substack.com/p/venture-capital-101-capitalization

🌐 From @ahboyashreads

https://www.a16z.news/p/charts-of-the-week-ventures-300b

🌐 From @ahboyashreads

https://research.artemisanalytics.com/p/crypto-factor-model-analysis-launching-ae0

🌐 From @ahboyashreads

https://freesystems.substack.com/p/mythos-isnt-the-end-of-the-state

🌐 From @ahboyashreads

Pre-IPO Assets on Binance Wallet

• SpaceX
• Anduril
• OpenAI
• Anthropic

https://x.com/BinanceWallet/status/2042643829090848854/photo/1

🌐 From @ahboyashreads

https://tao-times.beehiiv.com/p/tao-times-50

🌐 From @ahboyashreads

An Analysis of Public Token Sales: The Valuations are too Damn High!

https://messari.io/report/an-analysis-of-public-token-sales

🌐 From @ahboyashreads

Claude for Word

https://x.com/claudeai/status/2042670341915295865?s=20

🌐 From @ahboyashreads

$TAO is more than just subnets.

🌐 From @antirug_calls

Sam (Covenant guy) just transferred the other 50% of his TAO to Binance. He sent the other 50% earlier 4hours ago.

https://taostats.io/account/5CHKBJRraYTyNWNd4H26WUsnUfhmESVeFN8NqDxWhvRdyESR/transfers

🌐 From @c4dotgg

April 10
Don't forget to follow my Twitter and C4's. Here's what's happening today:

📰News
- U.S. CPI: +3.3% YOY (EST. +3.4%)
- U.S. CORE CPI: +2.6% YOY (EST. +2.7%)

[Project Updates]
- $WLFI drama on Dolomite wrt USD1
- @covenant_ai exits Bittensor, founder dumps $10M in subnet tokens
- WLD unlock rate to decrease by 43% in July

[Threads/Reads]
- @pedma7 explains WTIOIL rollover

💎New Projects
Taurus Finance | Base |

Tulpea | MegaETH | Neobank
Website

Tenor | Hyperliquid | Market Making
Website

Apiary | Berachain | Ohm
Website

ForgeCode | Coding AI Agent
Website

Astaria | Prediction Market

Enhanced | Structured Yield
Website

Windswap | Base | DEX
Website

🚀Launches
None

My Links:
HyEna
FOMO App
Trade.xyz by Unit
UR Neobank by Mantle
Lighter

🌐 From @c4dotgg