capital flowing out of basic yield farms into prediction market infrastructure• polymarket processing $1.3b monthly after cftc license• terminal fi combining stable yields with price discovery• regulated prediction markets integrating with defi infrastructurenext phase isn't about yields - it's about sophisticated market making mechanisms controlling price discovery ...

punk whales going wild. single wallet dropped 490 eth on 9 punks then used them as collateral for that new 12% hyperliquid yield farm. smart money doesn't pick sides anymore. ...

Investment Strategy - The industry anticipates continued large institutional allocation into BTC/ETH, suggesting these remain primary holdings for portfolios with decent size [1] - Stablecoins and DeFi yield farming are expected to remain viable for a considerable time, offering opportunities to preserve and grow wealth [1] - Onchain altcoins with revenue streams are viewed as potentially good investments as the market recognizes the value of companies/protocols/projects that generate income and have a token [1] Market Observations - Onchain meme coins generally appear to be underperforming, with potential losses for participants in Pump ICOs and short-term options trading on treasury companies [1] - The market may be challenging for new traders who did not profit during the meme coin frenzy, indicating a shift in market dynamics compared to earlier in 2024 [1]

Market Perception vs Reality - Market believes Pendle's TVL is solely driven by yield farmers [1] - Reality suggests a more sophisticated "real yield architecture" is in play [1] Key Features of Pendle's Architecture - Integrated leverage protocols are a core component [1] - Funding rate hedging capabilities are offered [1] - Yield term structures are supported [1] - Proper risk management tools are available [1]

DeFi Yield Generation - The author is generating approximately $200/day or $6,000/month passively using ~$110,000 from liquid portfolio through DeFi strategies [1] - DeFi is highlighted as a significant financial unlock for making and compounding money [1] - Since April, the author has generated slightly over $21,000 using these DeFi methods [2] Specific DeFi Strategies - A 37% APY is earned on tBTC on Hydration, paid out in gigaDOT on Polkadot through an incentivized LP program [1] - An 80% APY is earned on USDB on Blast, paid out in BLAST, which is converted to USDB when the price is favorable [1] - A 19% APY is earned on USDC on Hyperliquid using 2x leverage on delta neutral farming for HYPE on Liminal [1] Optimization and Risk - The author acknowledges that there are potentially higher yields available but is not actively pursuing them [2] - The author is not maximizing or chasing the absolute highest yields [2]

Things I'm interested in today: (07.25.2025)- Abstract generally.Yes, we've talked about this a decent bit lately...and that's because there's good opportunity. You can make money. You can play fun games (HINT HINT THERE'S SOME NEW STUFF COMING VERY SOON). You can slowly earn some XP (airdrop potential?). It's one of the best places to be onchain at the moment imo.- DeFi.This should come as a surprise to no one. I am aggressively picking DeFi spots because I have no edge in onchain atm...so i'm maximizing y ...

Crypto Adoption by TradFi - TradFi (Traditional Finance) is actively participating in the crypto space, not waiting for spot ETFs [1] - TradFi is already involved in yield farming on Base [1] Lending Rates - Euro lending rates surpass those of every bank in Europe [1]

tradfi isn't coming through etfs or institutional desksthey're entering through game mechanics• auto-roll features = automated trading bots• 20x premium rolls = normalized leverage• xp rewards = yield farming psychology$50b tvl on aave while abstract gaming leads mass psyops. wall st doesn't even realize they're late ...

Another day another claim of gigaDOT yield on my Hydration LP farm.Polkadot DeFi still slept on lmao even after I’ve been banging the gong for months.~18.9% APY on idle BTC is insanely good https://t.co/vaci29sXN0 ...

This was mostly a joke, but I've been telling ppl DeFi yields are the absolute best way to make consistent compounding gains...and Blast has been one of the best DeFi farms for the last 4 months.Generally, yield farming works in basically any market.I'm currently making ~$160/day on ~$120k of capital across multiple protocols.- BLAST emission farming- Delta neutral funding farming on Liminal- Daily drip of DOT/gigaDOT on Hydration from my tBTC farmsIf you break that down, it's around 48% APY - effectively $ ...