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X @BREAD | ∑:
BREAD | ∑:· 2025-09-16 21:52
Numbers for those interested https://t.co/oGTtKJK6Mz ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-16 21:50
The Blackhole volume is building back up enough that I think it's worth a revenue meta gambol, so I swapped some AVAX shitcoins for the token.Smol amount that I won't be staking (what you must do to collect rewards). https://t.co/uYx1Skrx88 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-16 21:50
I mapped out DefiLlama's holder revenue relative to the thing you have to hold: the protocol token.Here are the top 10 apps with their 7d fees generated relative to their MCap.Etrhrex (Linea) and @elliotrades's Blackhole (AVAX) top the board on a relative basis. https://t.co/zl8ToSRkYlPatrick Scott | Dynamo DeFi (@patfscott):The top 6 protocols comprise over 80% of all DeFi revenue going to token holders.Hyperliquid, Pump, Aerodrome, Jupiter, Sky, M0. https://t.co/LmjPkSS7hc ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-16 20:57
Preface: Hyperliquid is going to be very successful.Also: There are a lot of square-peg-round-hole implementations being pushed to the platform.User attention span and time-to-market are compressing across the board.If you have to push through a governance and asset sourcing process to deploy a new perp market (HIP-3) or prediction market (HIP-4), you will iterate too slow and that is where competitors will attack you.bedlam research (@bedlamresearch):HIP 4 - Event PerpetualsIn this post @rajivpoc @j0hnwang ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-16 11:06
S&P 500 hits another all-time high https://t.co/Hyct11QZh4 ...
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BREAD | ∑:· 2025-09-16 00:22
Seeking funding for the first metaDAT, which will only purchase digital assets representing DATs so that we can get exposure to digital assets.DATception.Jon Charbonneau 🇺🇸 (@jon_charb):I feel like people joked about this for a while but it’s quite funny that we’re actually going to get tokenized DATs pretty soonWe’ve completed the circle ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-15 23:08
Trading Strategy Evolution - The trader's initial stance against leverage has shifted, now exploring perpetual futures (perps) [1] - The trader is actively seeking a decentralized exchange (DEX) to short a specific cryptocurrency [1] Risk Assessment - The trader acknowledges the potential risk of being "drained" (losing funds) when using a less established DEX [1] Cryptocurrency Market - The trader is targeting a cryptocurrency that is not widely available for shorting on major DEXs [1] - The trader is considering using a DEX ranked 73rd by perpetual futures volume on CoinGecko [1]
X @BREAD | ∑:
BREAD | ∑:· 2025-09-15 19:16
"im convinced that none of the L2s are pro ethereum. if given a chance in future, they will pivot to an L1 and we will see base doing so as well."Unless your structural advantage is derived explicitly from not being an L1 (i.e. having a validator set with consensus).It's counter-intuitive, but the least "aligned" chains (i.e. validiums/optimiums) by current metrics are very likely the most ride-or-die so long as Ethereum maintains its core ideology (decentralization).If Ethereum gives in to performance to t ...
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BREAD | ∑:· 2025-09-15 17:05
Partnership Overview - Lombard Finance partners with MegaETH Labs as their primary BTC partner, a potentially significant move [1] - The partnership is mutually beneficial, strengthening MegaETH's asset-layer credibility and bolstering Lombard's $LBTC fundamentals [4] - The partnership represents a strategic alignment between an ecosystem aiming for category leadership [4][5] MegaETH Ecosystem - MegaETH is building for mainstream adoption beyond the DeFi-native crowd, differentiating itself from other ecosystems [1] - MegaETH's native stablecoin $USDm, backed by BlackRock's $BUIDL tokenised treasuries, signals institutional confidence [2] - $USDm is strategically designed to deliver an unmatched user experience (UX) [2] Lombard Finance's Positioning - Lombard Finance aims to be a category-defining protocol for native BTC-Fi on MegaETH [3] - Lombard has demonstrated scaled adoption backed by institutional-grade security and transparent Proof of Reserves (PoRs) [3] - This partnership marks a pivotal shift for Lombard, scaling into the vast Bitcoin capital markets [7] Potential Benefits - Yield covers sequencer costs, lowering transaction fees [6] - Integration across MegaETH reduces reliance on transaction fees as the core revenue model [6]
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BREAD | ∑:· 2025-09-15 16:33
*Ethena has entered the chat*Choose your (revshare) champion. https://t.co/8B5QnD8qCvEthena Foundation (@EthenaFndtn):The Ethena Foundation can confirm that the fee switch parameters set by the Risk Committee have now been met and the ENA fee switch is expected to be activated following Ethena Risk Committee sign off on the implementation details and further governance processThe Ethena Risk ...