shorts are paying you -0.02% funding to long eth with $6.2b in liquidations stacked at $5k. perps trading $12 below spot, market makers subsidizing your position, and these geniuses keep adding. the market is literally paying you to take their money. ...

reth trades 14.4% premium, steth at 0.42% discount. 14.82% spread exists because rocket pool has 8x faster exits than lido's 45-day queue with 2.6m eth stuck. this gap closes when either lido fixes their liquidity mechanics or reth holders take profits into the premium. compression trade of the year sitting right there. ...

galaxy digital declared solana the exclusive blockchain for tokenized stocks and backed it with $1.16b. not preferred, not primary. exclusive. wall street just voted on which chain gets $100 trillion in equity tokenization, and they picked one winner ...

https://t.co/31ZmEI0BSv runs $800m annual revenue at 2.6x multiple. youtube trades at 6x, tiktok at 10x. the market still prices this as a shitter casino when they're paying creators $15.5m in 7 days to build content infrastructure. buying attention economy picks and shovels at seed valuations ...

buying 7-day YT tokens at $0.001 when implied yield sits at 30% prints 129x if actual yield hits 60%. wintermute made $18m in q3 running this exact time decay arbitrage on pendle. the setup: YTs near expiry trade at 99% discounts because everyone thinks there's no time left to collect yield. wrong. yield spikes in the final week happen 40% of the time on ethena products. set limit buys at 0.001 usdc per YT on any token expiring within 14 days, exit at 10x or expiry. ...

abstract filed 3 patents on their escape hatch tech and building recovery as a service for other chains. 0.1% fee on recovered assets at current $47b bridge volume means $50m annual revenue nobody's pricing in. they just saved 5 eth genesis rings worth $22k and every nft collection watching. first mover on bridge safety infrastructure owns the premium liquidity forever ...

circle and tether extract $8b annually from your stablecoin deposits. curve, aave, frax. how do you fade the infrastructure enabling 50 protocols to reclaim that yield? ...

ssv has 100k live validators and kraken integration at $67m market cap. obol still in testnet valued at $400m. diva has 10k validators at $200m. the only production dvt infrastructure trades below shitter valuations because traders chase narratives not validator fees ...

ethena offered 95% revenue share plus $75m in incentives and even that couldn't fix synthetic stablecoins funding themselves ...

platform deposited $75m to kraken hours before binance listing announcement. treasury wallets moving to exchanges before public news is the only signal that matters. by the time you see "now listed on binance" the distribution already happened ...