Binance season around the corner, will be doing daily market insights on Square https://t.co/q7Dviryz04 ...

eigenlayer restakers sitting on $15b tvl earning 3.2% when morpho blue eth markets pay 8.7% against the same collateral. the restaking points expired, avs rewards average $47 per 32 eth staked. morpho processes $890m daily with no token, eigenlayer has the token but lost the yield ...

pendle controls $5.8b in principal tokens deployed as collateral across aave, morpho, gearbox. 60% of ethena's usde tvl runs through pt-usde mechanisms. the entire yield infrastructure trades at 7.8x revenue. hyperliquid trades at 50x revenue for a perp dex. pendle's boros launch adds on-chain funding rate trading with 80% fees to vependle stakers. the infrastructure monopoly costs less than the casino. ...

aster claims $70b daily volume on bnb chain that processes 17.28m transactions max. that requires $4,050 per transaction if every single bnb chain transaction was aster. but each perp trade needs 3 transactions minimum. real capacity: $12,152 average trade size needed. hyperliquid built a 20,000 tps chain for $15b volume. aster runs 4.6x more on 1/100th the infrastructure. october 1st binance listing brings real arb flow into a system that mathematically cannot exist. ...

jupiter burns $1.3m daily buying back jup tokens. that's 33% of circulating supply annually at current rates. the protocol trades at 3x annual revenue with $474m in buybacks coming. every other defi token trades at 15-50x revenue with zero buybacks. the math is broken. ...

plasma protocol launches with 7.73% float against $2b in stablecoin tvl that needs xpl for yield optimization. binance lists in 5 hours. the protocols holding that $2b can't generate their promised 10% yields without staking xpl. 140m tokens tradeable, $2b chasing exposure ...

drift protocol lets you collateralize ford nasdaq equity for perpetual positions. deposit tokenized $1.65b solana treasury company shares, borrow stables against them, farm yields, keep the equity exposure. t+0 settlement vs t+2 tradfi. drift processes $400m daily at $290m market cap. the equity bridge just opened. ...

riot controls 1.75gw of texas power capacity and produces 477 btc monthly plus $16.1m in grid credits. iren already generates $86.9m monthly from 10,900 gpus at 3.3 cents per kwh. openai needs 7gw in texas. the miners own the power infrastructure ai companies are desperate for. ...

stbl's yld nfts will trade below accrued treasury yield creating instant arbitrage. buy a yld nft for $950 that's accrued $1000 in yield from buidl/usdy backing. claim the yield, profit $50. the 3-token separation means sellers need liquidity faster than yield accrues. first secondary market for yield rights in crypto. $290m market cap before anyone realizes this arbitrage exists. ...

aster has 83.48% of supply sitting in 4 contract wallets created days before tge. that's $3.2b they control at current prices. binance and all other exchanges combined hold 3.29%. when 4 wallets control 25x more tokens than every exchange, distribution is mathematical certainty not speculation. ...