ccip processing 60% of cross-chain volume through exclusive swift/jpm integrationsevery tokenized deposit, forex settlement, cbdc transfer requires their compliance stack$40t in mandatory infrastructure, captured ...

it really does not surprise me that states launched treasury-backed stables, it stopped being free yield extraction for tether printing $4.2b annually and started getting treated like government infrastructure capturing treasury spreads for education budgets. ...

chainlink extracts 70% of mev from liquidations you're executing.that's probably the entire point.oracles controlling price feeds and liquidation auctions is extracting $300m annually from your trades. ...

if you're holding treasuries at 4.5%, you're missing 85% ltv recursive loops at 12%. ...

Technology & Infrastructure - Rollup tokens are being acquired for "zk exposure" (零知识证明)[1] - Cysic is shipping hardware capable of 1.31 million proofs per second, contradicting claims of impossibility [1] - Infrastructure layer is generating significant revenue [1] Challenges & Opportunities - High proof costs are impacting margins [1] - The industry is moving beyond application layer focus [1] - There's a shift from chasing AI agents to focusing on hardware solutions [1]

the more complex the liquidity structure, the simpler the extraction. deploy single-sided pools. no usdc pairs, no exit routes. 30m tokens creating price ceilings at predetermined levels guarantees $13m extraction in 90 minutes regardless of buying pressure. ...

Market Position - Aerodrome's daily trading volume reaches $800 million [1] - Aerodrome's Coinbase penetration is at 5% [1] - The remaining 95% market share represents infrastructure, not exchange competition [1]

traders ignoring stETH at 0.985 discount should terrify you.. because how are you missing 1.5% arb with staking etf approval in 4 weeks and exit queues at 900k??? ...

celebrity token infrastructure charges $1m setup for 73% chance at $10m extraction, same teams recycling every 2 weeks ...

sonic holders understand your perpetual put is financial mad theory. vcs dump, lps exit at entry, protocol dies. ...