Option 2 on Snapshot won:$2M USD revenue guarantee that does not carry forward."No points program is guaranteed under this option.However, MegaETH may, at its sole discretion, choose to run user incentive or points campaigns in the future. Any such incentives are not committed, not guaranteed, and not part of this option." ...

Aave DAO internal conflict making MegaETH deployment into collateral damage.ACI with @Marczeller were doing BD with MegaETH since March.Aave Labs went around them, submitted the proposal directly, bypassing ACI's Skywards process.As a result they won't allocate BD bandwidth to MegaETH. Current snapshot vote on deployment has 30% 'abstain' vote.The deal itself is fine.$2M per year revenue guarantee for 5 years, 30M points, 6% of MEGA supply.One of the better chain deployment terms Aave got. ...

RT Ignas | DeFi (@DefiIgnas)Hyperliquid's (HIP-4) is cool:If Outcomes compose with perps, you can long ETH + buy an 'ETH below $2k' outcome as a hedge, and your margin drops because the positions offset each other.Polymarket or Kalshi can't do this.Another innovation is permissionless deployment.Polymarket curates its markets but if Hyperliquid lets anyone create markets, the long tail of degen markets opens up.I'd like governance vote events or maybe degen memecoin events?Probably will require some $HYPE s ...

RT Ignas | DeFi (@DefiIgnas)I personally feel crypto sentiment is the worst.More depressing than 2018, Covid or FTX crash.- 2018 was indeed early. Even if we didn't know if crypto survives, stakes or failure were lower. Our (my) bag exposure was lower.- Covid crash was severe and for a moment I'd thought IT"S ACTUALLY OVER. But it was brief and recovery came quickly- FTX crash happened after huge progress in mainstream crypto adoption and retail interest. We felt validated and even memed Facebook into rebra ...

For context: https://t.co/TAnPTUAgT4Ether Machine (ETHM) (@TheEtherMachine):While Bitcoin is the world’s digital gold, Ethereum is its financial operating system. We believe the real opportunity lies in the platform that allows global finance, apps, and assets to run on-chain. https://t.co/KxabIAMApv ...

"Financial operating system" is the sexiest framing for Ethereum.Digital oil? Oil isn't shiny, nor the price going up. Governments work hard to suppress its cost, as high prices are bad for world's economy.Financial operating system makes you think of Microsoft's Windows, but for global finance.And just like Windows, you run apps on it.But those apps are financial, which means they require much higher security standards than anything Microsoft deals with.Windows makes money because every app runs on it.Ethe ...

Hyperliquid's (HIP-4) is cool:If Outcomes compose with perps, you can long ETH + buy an 'ETH below $2k' outcome as a hedge, and your margin drops because the positions offset each other.Polymarket or Kalshi can't do this.Another innovation is permissionless deployment.Polymarket curates its markets but if Hyperliquid lets anyone create markets, the long tail of degen markets opens up.I'd like governance vote events or maybe degen memecoin events?Probably will require some $HYPE staking like HIP3? Otherwise ...

Aave Labs revenue outpaces Aave DAO revenue from Cow swap partner fees in six months.This used to flow to the DAO and could've been used for $AAVE burns.To be clear: the DAO still makes $13M per month in total protocol revenue.But $5M in fees quietly changed hands. https://t.co/L6apvpuQBu ...

Aave Labs revenue outpaces Aave DAO revenue.In just six months, Aave Labs increased revenue from $0 to $5m: over $2 million more than what Aave DAO earns and uses to buy back $AAVE tokens.Pure value extraction. https://t.co/vMcQLRGslN ...

You mock Saylor for buying high.But the key point is HE IS STILL BUYING.FUD was that he would not be able to buy anymore.And yet he adds btc constantly.Michael Saylor (@saylor):Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC https://t.co/tYTGMwPPUF ...