DeFiWarhol

According to @Grayscale, tokenized assets could grow 1000x by 2030.
@BNBCHAIN looks ready to handle that volume.

Polymarket has a market on which stablecoins will depeg before 2027.
current odds of a depeg:
→ USD1: 27% (newest, least tested)
→ USDTb: 26%
→ USD0: 24%
→ USDS: 18%
→ USDe: 16%
→ USDC: 3% (if this breaks for 24hrs straight, we have bigger problems)
Worth knowing: "depeg" here means staying below 98 cents for a full 24 hours straight. A quick flash crash that bounces back doesn't count.

Most people think RWA tokenization is done once an asset gets minted onchain, but minting is step zero.
The value is plugging it into a DeFi environment, like lending, collateral, and LPing.
deSPXA by @centrifuge is a good example. With the S&P 500 hitting an ATH, more people will FOMO into it than Bitcoin IMO.
It trades 24/7 and supports mint/redeem at NAV via authorized participants, just like ETFs, but provides direct onchain S&P 500 exposure rather than wrapping an off-chain ETF share.
So here's how to use it:
1. Buy deSPXA. You're holding S&P 500 exposure onchain
2. Deposit it on Morpho a

Most people think RWA tokenization is done once an asset gets minted onchain, but minting is step zero.
The value is plugging it into a DeFi environment, like lending, collateral, and LPing.
deSPXA by @centrifuge is a good example. With the S&P 500 hitting an ATH, more people will FOMO into it than Bitcoin IMO.
It trades 24/7 and supports mint/redeem at NAV via authorized participants, just like ETFs, but provides direct onchain S&P 500 exposure rather than wrapping an off-chain ETF share.
So here's how to use it:
1. Buy deSPXA. You're holding S&P 500 exposure onchain
2. Deposit it on Morpho a

Best crypto cards for APAC users.
High cashback + low FX rate + built-in Earn.
Bookmark to not lose it.

Arbitrum Timeboost recently surpassed $6M in total collected fees.
It has already proven to be an effective mechanism against MEV and network congestion.
Still, only four entities are responsible for the majority of auction winnings.
Expecting this number to go up much more.

If you're still confused by the entire @aave civil war.
Here’s a clear timeline of what happened↓
> March 2025
Horizon was the first real warning shot.
On paper, Horizon was Aave’s institutional RWA product. A more compliance-friendly setup for institutions using tokenized assets onchain.
But the issue was how the upside was split.
The first Horizon proposal meant the DAO would get a smaller cut over time.
So, for example:
Year 1 = bigger share
Later years = smaller share
I think the community read this more as “Aave Labs is building around the brand while the DAO gets less value.”
I can see

L1 launches from 2025-26 have terrible TVL retention.
Let me show you the real picture:
→ @berachain: $3.3B peak, $74M now (-97%)
→ @SonicLabs: $1.14B peak, $34M now (-97%)
→ @plumenetwork: $299M peak, $11M now (-96%)
→ @StoryProtocol: $45M peak, $352K now (-99%)
→ @initia: $42M peak, $4M now (-90%)
None could retain capital once incentives ran out.
That liquidity rotated straight into stablecoins, Ethereum, @HyperliquidX, and @base.
Not all L1 launches during this period were bad, though.
For example, TVL in projects like @monad, @megaeth, and @Plasma is steadily growing.
Future L1s need to e

I pulled up some yield-bearing token distribution by holder count.
Used a mixed @DeFiLlama filter:
Liquid Staking + CDP + Restaking + Algo-Stables
So this isn't a pure LST ranking ↓
@LidoFinance | STETH | 600,467 | liquid staked ETH
@lista_dao | SLISBNB | 374,728 | liquid staked BNB
@BenqiFinance | SAVAX | 70,885 | liquid staked AVAX
@overnight_fi | USD+ | 63,875 | yield-bearing stablecoin
@Coinbase | CBETH | 54,465 | liquid staked ETH
@InfraredFinance | IBERA | 31,547 | liquid staking on Berachain
@staderlabs_eth | ETHX | 30,780 | liquid staked ETH
@Kinetiq_xyz | KHYPE | 27,957 | liquid staki

KAST is absolutely dominating on Solana.
It accounted for almost 50% of the entire payment volume in March.
Interesting to see how this is gonna change after Phantom rolls out their card internationally.

If I had to keep size in one lending protocol today, I already know what I'd pick.
What about you?

Bots are the only traders consistently making money on @Polymarket.
Here are some key insights from Parity:
1. The traders:
• 2.4M total traders
• 31% are profitable
• 53% lost between $1-$100 and never came back
2. The bots:
• 5,785 bot accounts have ~40% of all volume
• Combined PnL from bots is +$104M
3. The biggest losers:
• 35 traders each lost over $2M
• 28 quit the platform
• 7 are still trading
Prediction market or not, the outcome distribution looks exactly like every other trading venue.
Remember this if you're thinking about trading prediction markets.
Data from @PredictParity.

I'm ranking the top VC portfolio announcements.
S/o to everyone backing “exceptional builders”