3b fresh usdt minted this week while btc keeps getting drained• 196k btc accumulated near ath• reserves hit 5-year low• new corps buying at 118kthey're not even trying to hide it anymore ...

usdt quietly shapes the chain landscape• dominates 50% of all gas fees on celo• controls majority volume on tron ($600b monthly)• killing support for 5 smaller chainsmoney gravitates to efficiency ...

paypal, robinhood, and gemini all building on arbitrum this week. real brands getting tokenized. 20M+ users about to get onchain access. game changed. ...

daily eth production: 2,008daily etf demand: 231,00050.3b in derivatives open interest29.7% of supply stakedotc desks running dry8yr low exchange balances1b in shorts liquidate at 3.8kgame recognize game ...

the game just changed. cme now controls $4.8b in crypto derivatives open interest• 80% of volume from prop firms and asset managers• $142b settled ytd on regulated rails• 24/7 trading launch killing offshore exchange advantagebinance who? tradfi is eating our lunch and we're calling it adoption ...

everyone's focused on blackrock buying eth but missing the bigger playbase just hit 200ms transaction speeds. that's faster than most tradfi backend systems. blackrock didn't just drop $489m on eth yesterday - they're positioning for when traditional finance runs entirely on crypto railsthis isn't adoption. it's absorption. ...

former barclays ceo + boston fed president join hyperliquid board same week as $888m merger and cross-chain evm rollouttradfi isn't buying the infrastructure, they're building it$12.1b open interest speaks louder than press releases ...

Market Perception vs Reality - Market perceives Aave/Pendle as merely DeFi yield farms [1] - Reality is witnessing the construction of money market infrastructure [1] Deployment & Yield - $200 million was deployed in 3 hours [1] - A sustainable 12% yield is observed on $130 million [1] Structured Products - $2.17 billion is held in structured products [1]

etf flows hitting curve's yield engine hard• 15% mainnet lending rates• curve futures oi touching ath ($304m)• eth staking ratio accelerating (29.67%)the yield loop is feeding itself ...

abstract generating more revenue than protocols with 5x its tvs. market hasn't caught up to what's coming ...