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Bankless· 2025-07-22 18:16
RT Limitless (@LimitlessFT)Delphi Digital solved crypto.10,000x returns 💸So why are they going ALL IN on AI?It's a simple formula:You find an edge...Then you make asymmetric bets 🎲Full breakdown with @Delphi_Digital cofounders:@YanLiberman @anildelphi @ZeMariaMacedo ...
X @Bankless
Bankless· 2025-07-22 14:19
Overview - The report focuses on the International Meme Fund (IMF), a lending protocol on Base aiming to provide credit to memecoin holders [2] - The analysis suggests IMF could be a proving ground for next-generation permissionless credit engines [4] Key Features of IMF - IMF allows users to post meme assets like $MOG, $PEPE, and $IMF as collateral to borrow Sky Protocol's $USDS [2] - It is built on Morpho Labs's Multi-Market Factory, with each token in an isolated Morpho Market to prevent risk contagion [3] - Borrowing is allowed up to 50% Loan-to-Value (LTV), with liquidations occurring at 77% Liquidation Loan-to-Value (LLTV) [3] - IMF offers one-click features like Accelerate (loops collateral to 150% long at ~33% start LTV), Amplify (optimizes Uniswap v3 LP for yield), and Allocate (lets $IMF holders vote on USDS incentive distribution) [3] Industry Implications - The protocol addresses a structural gap in DeFi by providing borrowing/lending paths for memecoin holders [1][4] - By making conviction bankable collateral, IMF contributes to the maturation of the meme economy [5] - The isolated Morpho vaults and overcollateralized USDS model could potentially extend to Zora Coins, niche NFTs, and even exotic Real World Assets (RWAs) [4]
X @Bankless
Bankless· 2025-07-21 18:50
RT Leighton (@lay2000lbs)Good overview of World + Mini Apps from the boss ...
X @Bankless
Bankless· 2025-07-21 17:36
https://t.co/8KdvCPvf7Scoinwatch (@coinwatchdotco):Today we’re announcing Coinwatch Track - a new way for crypto projects to see what their market makers are doing in real-time, using their API keys. https://t.co/u2hn8QtIgq ...
X @Bankless
Bankless· 2025-07-21 17:35
LIVE NOW - How Coinwatch Is Exposing Market Maker ManipulationCrypto's murky market making practices are finally getting sunlight.We sit down with @coinwatchdotco co-founders @Mattjob1 and @tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail.Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifia ...
X @Bankless
Bankless· 2025-07-21 15:22
Ethereum ETFs are on fire — sucking in cash like black holes as inflows go parabolic.~~ Analysis by @JackInabinet ~~Barring one day of outflows on July 2, ETH ETF assets under management have been up-only throughout July, with ~$3.2B in net inflows this month!BlackRock’s ETHA leads, posting record-breaking inflows on both July 16 and 17, including a $546M one-day spike. Total July inflows for ETHA hit $2.14B. Spot ETH ETFs have now flipped Bitcoin ETF inflows twice ( last Thursday and Friday), and have pull ...
X @Bankless
Bankless· 2025-07-21 12:00
LIVE NOW - Can Worldcoin Fix The Internet's 99% Bot Problem?The bots are winning. AI-generated spam, fake profiles, and deepfakes are turning the internet into a digital hall of mirrors. But what if there were a way to prove you're human, without sacrificing privacy?@worldcoin Co-Founder @alexblania returns to Bankless to share a bold vision for addressing the online identity crisis. From 14 million users already “Orbed” to new integrations with dating apps and DeFi protocols, Worldcoin is evolving rapidly ...