DeFi
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X @Ammalgam (δ, γ)
Ammalgam (δ, γ)· 2025-12-01 19:26
Ammalgam shifts DeFi away from this legacy model.Liquidity isn’t forced into a 50/50 structure.Price exposure isn’t mixed with execution risk.LPs no longer act as automatic counterparties to every trend. ...
X @Ammalgam (δ, γ)
Ammalgam (δ, γ)· 2025-12-01 19:26
AMMs powered DeFi’s breakout moment in 2020.But four years later, the economics are breaking: LPs underperform holding, pools are shallow, and fee incentives no longer mask structural loss. ...
Why the bitcoin sell-off may not be the start of a crypto winter
Youtube· 2025-12-01 19:12
Core Viewpoint - The cryptocurrency market is experiencing a significant selloff, with Bitcoin dropping below $85,000 and a total market cap loss of $1 trillion over the past month. This situation raises concerns about a potential "crypto winter" [1][2]. Company Insights - Michael Sailor's Strategy, which holds approximately 3% of all Bitcoin, has established a cash reserve of $1.44 billion to mitigate risks associated with market volatility and to ensure they do not have to sell Bitcoin to cover dividends or debt interest [1][2]. - The CEO of Strategy indicated that they would sell Bitcoin if necessary, but the creation of the cash reserve suggests a strategy to avoid forced selling during downturns [2][3]. - The company recently purchased 130 Bitcoin tokens, indicating a continued investment strategy despite current market conditions [3]. Industry Trends - The cryptocurrency market is currently characterized by a "risk-off" sentiment, with investors pulling back amid uncertainty, including government shutdowns and fluctuating Federal Reserve policies [1]. - Ethereum, as a productive asset, is viewed favorably by some companies, with its fundamentals in DeFi and staking continuing to grow despite the market downturn [1]. - The market is experiencing thin liquidity and significant outflows, particularly in Bitcoin ETFs, which may indicate a struggle to find a bottom for Bitcoin prices [1].
X @Token Terminal 📊
Token Terminal 📊· 2025-12-01 19:07
RT Token Terminal 📊 (@tokenterminal)Different chains dominate different use cases.@ethereum is currently leading in high-value DeFi & stablecoins.Here’s what the data shows. 🧵👇 https://t.co/IBr2G22BkU ...
DeFi (DEFT) Climbs 59% on Stablecoin Approval
Yahoo Finance· 2025-12-01 18:22
Core Insights - DeFi Technologies Inc. (NASDAQ: DEFT) experienced a significant increase of 59.16% week-on-week following the approval of its stablecoin, QCAD [1][3]. Group 1: Regulatory Approval - DeFi Technologies announced that its venture portfolio company, Canada Stablecorp Inc., and the QCAD Digital Trust received regulatory approvals for QCAD, marking it as Canada's first compliant CAD stablecoin [2]. - The approval is considered a pivotal milestone for both Stablecorp and the Canadian digital asset market [4]. Group 2: Strategic Focus - Following the approval, DeFi Technologies plans to focus on scaling QCAD in three core areas: product development, liquidity and market access, and security and future-proofing [2]. - The company intends to develop QCAD-integrated products, including CAD-linked ETPs, yield products, and structured solutions for both retail and institutional investors [3]. Group 3: Partnerships and Security - DeFi Technologies will partner with BTQ Technologies Corp. to establish a post-quantum security roadmap for QCAD [3].
X @Solana
Solana· 2025-12-01 17:55
RT Pyth Eco (@PythEco)The Feed #1 with @Raydium 🎙️We chatted with @ben_ungvari about:- his journey from Fortune 500 to DeFi- Raydium’s evolution from DEX to full liquidity solution on @solana- FTX crash and the builder culture- CT fights as growth strategyTimestamps:01:43 — Background & Journey to Crypto06:00 — Solana's Comeback Story & Culture10:00 — Raydium's Evolution14:00 — Marketing & Growth Priorities19:00 — Challenger Brand Strategy29:00 — Pyth and Raydium Relationship32:00 — Advice for DeFi Marketer ...
Bitcoin Slips Again As Altcoin Season Stays Out Of Reach In December
Yahoo Finance· 2025-12-01 17:04
Market Sentiment - The Crypto Fear and Greed Index is currently near 20, indicating extreme fear in the market despite a recent rise from lows of around 10 [1] - Bitcoin is trading below $86,000 after a 6% drop, continuing a decline from an October high of nearly $125,000 [1][4] - The market is characterized by long liquidations and outflows from spot products, reflecting a reduction in exposure rather than a shift in risk appetite [2] Altcoin Performance - The current market environment makes it difficult for altcoins to gain traction, with capital remaining concentrated in larger venues and only a few tokens showing strength [3][4] - MYX Finance is trading near $2.98, up by about 9% in 24 hours, driven by its liquid restaking and perpetual trading routes [5] - JUST is trading near $0.043, with a 4% increase in 24 hours, supported by consistent on-chain activity in TRON's lending and stablecoin sectors [6]
X @Token Terminal 📊
Token Terminal 📊· 2025-12-01 13:25
Different chains dominate different use cases.@ethereum is currently leading in high-value DeFi & stablecoins.Here’s what the data shows. 🧵👇 https://t.co/IBr2G22BkU ...