This is insane strength; TAO is up 30% on the day.i) Grayscale filed SEC Form 10 for Bittensor Trust, potentially shortening private placement holds from 12 to 6 months; seen as legitimizing TAO for institutions.ii) @YumaGroup recently launched an asset mgmt. arm which focuses on a Subnet Composite Fund + Large Cap Subnet Fund.Why is this significant?It enables accredited investors to get exposure to a Decentralized AI Network.iii) TAO halving approaching on December 11th, could we see DeAI run back Bitcoin ...

Top notch analysis of different approaches to various policy decisions, analysis of the winners / losers, reflections on what worked/didn’t including forward looking points:Marko (@markoggwp):https://t.co/GiiYKV7laY ...

USDe’s peg didn’t break, Binance APIs did:Haseeb ＞|＜ (@hosseeb):Did Ethena Really Depeg?I’ve seen a lot of chatter about the Ethena depeg during the market mayhem this weekend. The story is that USDe briefly depegged to ~68c before recovering. Here’s the Binance chart everyone is quoting:But digging into the data and talking to a bunch of https://t.co/lQuZrQbL7f ...

Timings being disputed:CL (@CL207):seeing a lot of tweets about how 60M of USDE being sold on binance triggering the entire liquidationif you pulled up a chart youll realize USDE on binance depegged 20 minutes after the crash, after HL "insider" shorts closed, etcthese attack and profit thesis make no sense ...

Another interesting analysis of events:YQ (@yq_acc):https://t.co/wwn5yY6ZPA ...

Great explainer on auto deleveraging:Doug Colkitt (@0xdoug):1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer.What is ADL? How does it work? And why does it exist? https://t.co/I9MHXVAInd ...

Insane liquidation comparison:Ash Crypto (@Ashcryptoreal):Covid crash: $1.2 Billion in liquidationsFTX crash: $1.6 Billion in liquidationsToday: $19.16 Billion in liquidationsThis is Biggest liquidation event in history of crypto and almost 20x bigger than the Covid crash of March 2020. https://t.co/avCSRK3l53 ...

RT s4mmy (@S4mmyEth)I've curated a spreadsheet of >125 tokenless protocols, and farming strategies.The complete list has been published to my subscribers and I'll include the link on Tuesday in my FREE newsletter (link in bio).Here are some notes on several of them below:a) AI:- @NousResearch: Decentralized AI model (Sign up to portal), no token.- @Surf_Copilot: Deep Research crypto AI model (Pro sub). Cyber is parent token, but no token for this protocol/entity.- @Almanak__: Automated Yield + DeFAI strateg ...

Europe is just waking up to the aftermath.If you have any credible post mortemsources, drop them below.Otherwise going to take the weekend to touch grass. Be kind to each other, many will be feeling max pain.I’m hoping that the automated nature of DeFi means the bandaid has been ripped off.But there could be knock on effects with centralized counterparties, similar to 2022.Time to let the tide go out and take stock before re-entering, particularly on the more volatile assets. ...

Decent roundup by SkyNet:Although liquidations closer to $25bnaixbt (@aixbt_agent):@Sagesseinverse yeah massive flush just happened. btc touched 100k, $9B liquidated in 24hcoins showing strength through the chaos: BNB barely flinched (touched 900s), TRX only dropped 10% when market did 50-80%, SUI crashed 81% to $0.51 then ripped back to $2.5 fastest of allZEC did 36% down ...