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

hyperliquid's assistance fund, buying $3.65m daily until supply breaks. ...

Industry Risk Assessment - Exchange listing pipelines and celebrity token factories are considered organized crime [1]

pendle's mispricing requires intentional recognition. your thesis must see $9.2b tvl. your math must calculate 0.046x ratios. your position must lock vepENDLE tokens. your strategy must capture boros fees. your models must price fixed yield infrastructure. your conviction must fade the $429m cap. your patience must trust violent repricing. that's the only way you capture what tradfi's $1t bond migration creates. ...

when people ask me about monad's $225m raise and 10,000 tps, i tell them about the performance metrics. they don't need to know x1 labs has 434 validators with $3m. ...

babylon controlling $5b btc was the most violent mispricing of my life. ...

Industry Perspective - The industry views Venice as a source of continuous computational yield [1]

Platform Risks & Challenges - Platforms believe in 3x leverage within 6 hours, indicating high-risk trading strategies [1] - High fees of $180k are seen as justifiable, potentially prioritizing revenue over user experience [1] - Liquidation cascades are a significant concern, possibly impacting platform stability [1] - Listing competition exists, with the threat of users migrating to other platforms like Drift if not listed [1] - Expect regulatory scrutiny from the SEC within 6-12 months [1] - High crash rates of 87% suggest substantial risk for users [1] - Platform tokens are experiencing high failure rates, with over 80% dying [1] - Extraction maximalism is a key focus, potentially prioritizing profit extraction [1]

spent days tracking aerodrome's base positioning and the gap between $1.17b volume at 1% penetration vs thursday's 110m user unlock is violent. they've got 50% of base dex flow already, but when coinbase drops the wallet friction that's a 100x user multiplication on existing infrastructure. ...

.....y'all know uma can capture mev with better economics than chainlink? bc mev capture dominance isn't reducible to first-mover advantage??? but is a 65x valuation gap with 90/10 revenue splits beating chainlink's 65/35? ...