Marketing Manager | KOL | Researcher Co-Founder @VertexLabs Markets since 2016. 📬 Collab → DM: https://teapawt.org/t.co/J0SkDbxus9
Joined April 2023
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df,,,
We might be on the verge of the next “Big Short”...
Here’s the chart comparing Gold vs S&P500.
➥ A very familiar pattern is forming - almost identical to the one before the 2008 crisis.
+ Back then, gold was skyrocketing while equities were crawling at the top.
+ Everyone thought everything was fine.
+ And then - boom - it all collapsed.
-> Now… it looks eerily similar.
➥ Gold is breaking out again against the S&P500.
-> On the monthly chart, by the way.
+ Traders love to fade moves like this.
+ Price pumps hard → they short, thinking it’s a fake breakout.
+ And many probably got rekt in gold’s latest leg up 😅
➥ But from what I’ve observed:
-> This is the monthly chart - where institutional money moves.
+ Hedge funds, pension funds, central banks...
+ They don’t care about your H1 chart or trendline drawings.
=> When a breakout happens on the monthly, it’s rarely fake.
➥ What does that mean?
+ It means big money is getting scared.
+ And they’re looking for safety.
=> Systemic risks are rising.
+ Tariffs, national debt, and “stagflation” - the unsolvable equation that once crushed the U.S. over 50 years ago - are making a quiet comeback.
+ Meanwhile, the AI bubble keeps inflating.
➥ The big players are running in circles:
+ OpenAI rents cloud infra from Oracle.
+ Oracle uses that money to buy Nvidia GPUs.
+ Nvidia invests back into OpenAI.
-> A perfect Inception loop.
And... Wars and conflicts are breaking out everywhere - from Ukraine to the Middle East, and now slowly creeping toward Asia.
➥ Gold doesn’t generate cash flow.
=> People only run to gold when they lose faith in every other asset - equities, USD, or growth stories.
=> This is the point where systemic trust starts to fracture.
...And when trust breaks - it’s only a matter of time.
➥ History may not repeat itself, but we must respect it.
+ No one knows when the music will stop.
+ The music’s still good, and everyone thinks they’ll leave before it ends.
+ But smart money is already playing defense.
=> And money - as always - never lies.
What do you think? Has Big Short 2.0 already begun? Will there be one last pump before… well, you know?
damn,one of the easiest ways to lose money in crypto? using the same lens for trades and investments.
i've never looked at every token through the same lens. that's probably one of the biggest mistakes i still see every cycle.
when i'm trading, i care about liquidity, narratives, market positioning, unlocks, funding, CT sentiment,dex... basically anything that can move price over the next hour or few days. fundamentals don't always have to matter, and crypto has proven that over and over again.
when i'm building a longer-term position, the questions are completely different. i care about whether users keep coming back, whether the product keeps improving, whether the protocol is getting harder to replace, and eventually whether any of that value can actually accrue to the token...
a good trade and a good investment are often two completely different things. i've traded plenty of tokens i would never hold for years, and i've passed on protocols with great businesses simply because i wasn't convinced the token captured enough of the upside.
that's why i can be bullish on a protocol while having zero interest in owning its token. i've said the same thing about $ONDO before,,, and i'd probably say it again unless the value accrual story changes.
same market,different frameworks. trying to value every token with the same checklist usually creates more confusion than conviction..
i also think the market is slowly growing up. over time, we’ll see less noise, less pure hype, fewer narrative-driven pumps. token selection will start to look more like equity investing ,with more focus on product, revenue, and real business models, not just tech or “unique” stories. those things may still exist, but they won’t be as sustainable.
even new entrants will get smarter, and teams won’t be able to rely on vibes alone anymore ,they’ll need to build seriously and take real responsibility for what they ship.
ETH yield has become a lot more fragmented over the past year.
You can earn from lending, LPs, staking... but keeping up with where capital should move is honestly more work than most people want to deal with.
That's why I like what @TreehouseFi is building with Growth Vault v2.
Deposit tETH once, get gtETH back, and the vault handles the rebalancing + compounding across different strategies for you. Current trailing APY is sitting around 5%, but imo the bigger value is not having to constantly chase yield yourself.
If you're already holding tETH, definitely worth checking out.
More details : treehouse.finance/blog/gteth…
Treehouse Growth Vault v2 is here. 🌳
Powered by @upshift_fi, the enhanced $gtETH vault enables users to access enhanced ETH yield opportunities through curated on-chain $tETH strategies.
Deposit once. Let the vault handle the rest.
More below. 🧵👇
treehouse.finance/blog/gteth…
Gm,,Lending has quietly become one of the strongest sectors in DeFi again, but i don't think TVL tells the whole story anymore.
Today, I'm more interested in who can consistently attract deposits, generate sustainable fees, and most importantly, how much of that value actually reaches the token.
These are the lending protocols that currently pass my filter:
- @Morpho $MORPHO → Morpho isn't trying to replace Aave. It improves capital efficiency by matching lenders and borrowers more effectively, while the token has a clearer path to value accrual than many DeFi peers.
- @aave $AAVE → Still the benchmark for DeFi lending. Multiple market cycles, consistent fee generation and continuous product expansion make it difficult to ignore despite its size.
- @maplefinance $SYRUP → Maple has evolved beyond institutional lending. The protocol is gradually connecting on-chain liquidity with real-world credit while giving the token a more meaningful role in the ecosystem.
- @eulerfinance $EUL → Euler returned after one of DeFi's largest exploits with a completely redesigned architecture. I'm watching whether its modular lending model can rebuild network effects over time.
- @kamino $KMNO → Kamino has become one of the core money markets on Solana. If Solana continues attracting liquidity, lending infrastructure should remain one of the biggest beneficiaries.
I'll probably keep updating this list over time as new protocols emerge, but right now these are the lending teams I find worth spending time researching.
Different protocols are solving different problems, so I'm not looking for a single winner.
I'm simply following the teams that continue shipping products, improving their models and staying relevant through changing market conditions.
NFA!!!
DukeD | Defi retweeted
JUST IN: Solana is the fastest growing network for RWAs, with market caps expanding 233.58% MoM on average 🔥
From our newsletter: @solana is the fastest-growing chain for RWA with 233.58% average MoM market cap expansion 🤯
Subscribe now to get what happens onchain every two weeks 👉 linkedin.com/pulse/growth-am…
Capital Trickling Back in to Bitcoin ETF’s!
Bitcoin ETFs have quietly flipped back to positive, with $264.4M in net inflows over the past two weeks as $BTC has reclaimed $64K.
After a long outflow stretch throughout May and June, this shift signals ETF demand is back and confidence in crypto is starting to pick up again.
The turn wasn’t just one fund carrying the load. Fidelity’s $FBTC led the early July reversal with about $166M in new money, $ARKB added roughly $91.8M, and later flows showed $IBIT stepping back in with $138.9M on a $181.1M Bitcoin ETF inflow day.
Encouraging CPI data has helped with traders’ risk appetite, Fed expectations have softened, and crypto policy optimism added another reason for sidelined buyers to re-enter.
DukeD | Defi retweeted
As $CASHCAT kept falling, this guy capitulated after just one day.
He sold all 6.12M $CASHCAT for 383.6 $ETH($735K), taking a loss of 135 $ETH($259K).
teapawt.org/lookonchain/status/207…
AI adoption is creating demand across multiple infrastructure layers, but not every project is solving the same problem. Instead of treating "AI" as one narrative, I've been mapping the stack by function to better understand where value could accumulate.
Here's the AI infrastructure basket I'm currently tracking:
- $TAO > A decentralized intelligence network where subnets compete to produce useful AI outputs. One of the few projects building an open marketplace for machine intelligence rather than another AI application.
- $AKT > A decentralized compute marketplace connecting idle GPU resources with developers. As AI workloads continue to grow, compute remains one of the clearest bottlenecks across the industry.
- $IO > Focused on aggregating distributed GPUs into a unified compute network for AI training and inference, offering an alternative to centralized cloud providers.
- $GRASS > Building a decentralized data collection network through unused residential bandwidth. High-quality data remains one of the most valuable inputs for AI models.
- $AIOZ > Combining decentralized storage, content delivery and AI inference into a single infrastructure stack, giving it exposure to multiple layers of AI demand.
- $CYS > Developing zero-knowledge proving infrastructure to make large-scale computation verifiable. As AI systems become more autonomous, verifiability could become increasingly important.
I'm less interested in predicting which AI application will dominate next year. My focus is on the infrastructure that can continue serving workloads regardless of which model, agent or platform ends up leading the market. NFA !!!
I think payments are gradually becoming one of the most interesting use cases in crypto.
Crypto card payment volume has increased by nearly 49% YTD, while the total stablecoin supply has grown by only around 3% over the same period. That gap alone is pretty interesting.
at least to me, it suggests that growing demand isn't just coming from more stablecoins being issued. It's also coming from the existing stablecoin supply being used more actively for real-world payments.
of course, a single metric isn't enough to conclude that crypto has entered a new phase of adoption. But if payment volume continues to grow alongside sectors like RWA settlement and on-chain commerce, I think those trends will become far more meaningful to watch than simply tracking TVL or stablecoin supply..
DukeD | Defi retweeted
► The State Of Solana Consumer Apps
Not saying @Solana has escaped trading brainrot.
@Pumpfun still sits at the center of gravity:
– $91.4M Q2 revenue
– 11.9M total token launches
– 42k tokens launched in a single day in June
The interesting part is Solana dapps did $263M in revenue in Q2, around 41% of total Web3 dapp revenue.
The chain also averaged around 100M daily txs, 4.3M DAU, and 1,000+ live apps.
I think Solana now has apps people actually spend time in. Q2 finally gave real evidence that the answer is becoming more complicated.
People are opening packs, trading tokenized graded cards, redeeming physical collectibles.
– @Collector_Crypt | $CARDS did $67M cumulative revenue, $1B+ platform volume, $194M 30d pack volume, and hit around 40k DAU.
– @phygitals crossed $250M in platform volume in the same general lane.
That matters because it's one of the few categories where the user loop doesn't start with buying a coin.
I also think Solana is the only chain that can bring GameFi back right now.
– @PlayKintara | $KINS has 20.5k MAU after launch, 1.6k players online at one point, and $450k+ in early marketplace volume.
Wallets are a big part of onboarding users to the chain.
– @phantom has 20M+ users and now wants to be the whole money app: swaps, perps, prediction markets, apps, payments, cash accounts, bank funding, peer transfers...
– @Backpack | $BP is taking the more regulated super-app route: wallet, spot, futures, lending, margin, borrow/lend, plus MiCA, MiFID II, and PSD2 coverage across all 27 EU member states.
– @solflare has 4M MAU referenced through the Collector Crypt integration, plus Packs, @xStocksFi, Google Pay onramps, and credit flows.
Perps are another lane that keeps people coming back daily.
– Solana perps hit $147B in monthly volume in Q2.
– @gmtrade_xyz did $90.9M.
– @pacifica_fi did $35.7M.
– Phantom now puts 200+ perp markets directly inside the wallet with up to 40x leverage.
Payments are harder to underwrite because chain-level stablecoin volume can be fake comfort.
– Solana processed $2T+ in quarterly stablecoin transfers.
– Visa showed $1.79T in adjusted stablecoin volume across chains in June, up 63% MoM.
– Phantom Cash has bank funding, card funding, peer transfers, wallet transfers, and debit card spending anywhere Visa, Apple Pay, or Google Pay works.
– @CashApp added Solana USDC.
– Western Union, MoneyGram, Mastercard, Worldpay, and MoonPay Commerce all started touching the stack.
If you look at it from these angles, Solana has clearly become more than a memecoin chain.
Q2 had multiple real consumer pockets I mentioned above.
upcoming token unlock schedule looking pretty heavy
recent weeks already saw consistent releases in the ~$50M–$150M range, but the real pressure comes from the spikes.
notably:
> early Aug: ~$700M+ unlocked
> end of Aug: another ~$700M+ incoming,
these are not small events , they act as major supply injections into an already fragile market,
whether demand is strong enough to absorb supply .
if not > expect continued sell pressure and weak follow-through on any rallies.
DukeD | Defi retweeted
gm,enjoy your weekend..
AI adoption keeps accelerating, demand for compute, cloud, GPUs, storage, bandwidth and data infrastructure should keep growing. Crypto infrastructure projects could benefit:
@rendernetwork $RENDER
@ionet $IO
@akashnet $AKT
@AethirCloud $ATH
@grass $GRASS
@Filecoin $FIL
@ArweaveEco $AR
the biggest winners may not be the AI models.,they may be the ones selling the picks and shovels. nfa
DukeD | Defi retweeted
AI adoption is accelerating rapidly, and the real bottleneck right now isn’t models — it’s compute.
Centralized cloud (AWS, Google, Azure) is expensive, censored, and increasingly unreliable.
That’s why DePIN + AI Compute narrative 'll heating up fast.
Here are the Top 5 decentralized GPU/AI infrastructure projects I’m watching closely right now:
1. $RENDER – @rendernetwork
> The original decentralized GPU network. Focused on 3D rendering, video generation, visual effects, and AI inference. Creators and studios can rent GPU power significantly cheaper than traditional cloud. One of the most battle-tested projects in the space with real revenue and usage.
2. $IO – @ionet
> A Solana-based decentralized GPU network specifically built for AI/ML workloads (training + inference). It aggregates hundreds of thousands of GPUs from miners, data centers, and individuals. Very strong positioning in the AI agent era.
3. $AKT – @akashnet
> The “Airbnb of Cloud Computing”. Akash offers CPU + GPU compute at 80-85% cheaper than AWS through a reverse auction model. Extremely flexible for general cloud workloads, containers, and AI. One of the most decentralized and mature in the sector.
4. $ATH – @AethirCloud
> Enterprise-grade decentralized GPU cloud. Specializes in high-performance NVIDIA GPUs (H100, H200, etc.) for AI training, inference, and cloud gaming. Targeting serious enterprise and gaming clients with bare-metal performance.
5. $GRASS – @grass
> Unique angle in the AI data layer. Grass lets users monetize unused internet bandwidth to collect and structure public web data for AI training. Very lightweight (runs in background/extension), low hardware requirement, and highly scalable user growth.
The winner in this sector won’t just be the one with the most GPUs,it will be the one that achieves best product-market fit with AI developers and enterprises while staying truly decentralized.
We’re still early in the AI infrastructure cycle. GPU shortage isn’t going away anytime soon.
Which one are you most bullish on? $RENDER, $IO, $AKT, $ATH, or $GRASS ?
Or do you prefer a different angle in AI Compute? Drop your thoughts below ,I’m reading all replies.
Quick Comparison (2026 Lens). NFA !!!
DukeD | Defi retweeted
📊 Historical data is now available on the Basic API Plan (Free Tier)
🕰️ Pull past market data without a paid subscription to get started
🔗 See what is included: coinmarketcap.com/api/pricin…
France is currently sitting at 32% implied probability on @trylimitless to win the 2026 World Cup.
but ngl… I’m also hoping Norway can pull off something magical this time 🇳🇴
Who are you rooting for? Has your team already been knocked out? 👀
DukeD | Defi retweeted
last 30d stables been shrinking, usdc -3.6%, usdt -2%, and tbh this isnt just a short move, trend been going since late 2025 so it’s kinda consistent.
stables up = money coming in, stables down = money leaving, simple af, and rn it’s clearly going down for a reason, not random noise or small fluctuation.
means capital is flowing out faster than new money coming in, liquidity slowly getting tighter, so any bounce rn imo still more like technical move than real recovery.
real signal to watch is when stables start expanding again, that’s when fresh capital actually comes back and market can sustain upside, until then just chill, no need to rush.
Robinhood Chain just launched… and it’s already pulling serious attention.
In less than a week:
> ~$341.8M total assets
> ~$260.3M stablecoin cap
> ~$204.9M TVL
> ~$12.8M RWA..
Liquidity didn’t wait. It rushed in. And as always…memecoins followed.
We’re already seeing early names pushing size ,one even crossed $100M+ mcap within days.
Robinhood meme season...here are the memes on @RobinhoodApp Chain I’m watching:
- $HOODRAT @HoodratRH
- $HKERMIT @hkermit_parody
- $RBM @robinmooncoin
- $VLAD @VladRobinhood
- $BULLHOOD @thebullhood
Same playbook, new chain: infra > liquidity > memes > attention.
But let’s be real ,most memes eventually go to zero. Trade it, enjoy it… but size your risk wisely.
DYOR ,NFA..
I think the 21 million Bitcoin supply cap should remain unchanged, because it is not just a technical parameter but the very core of Bitcoin’s entire narrative.
The proposal to shift to a 4% annual issuance model may sound reasonable when considering that coins are lost over time. However, that very “loss” actually increases scarcity ,the most important factor that allows Bitcoin to be seen as digital gold.
If the 21M cap is broken, Bitcoin would lose its biggest distinction from fiat money: it cannot be inflated at will. Once the door is opened to changing supply, confidence in BTC’s fixed nature would begin to erode.
Moreover, changes of this kind are practically unfeasible. Bitcoin operates on consensus, and the community is unlikely to accept rewriting such a fundamental rule.
Maintaining the 21 million cap is not just about preserving a number. It is about preserving trust.
Capping the supply of Bitcoin at 21M doesn't make sense. Beacuse over time, keys will be lost. In fact, as time goes to infinity, all keys will be lost.
I strongly support a clear monetary policy with an absolute upper bound on the # of Bitcoins in the future. Say, fix a max issuance rate and you get that (a good choice is 4% a year, this is a reasonable upper bound on human population expansion).
This way, you ensure there's enough to go around.
And I'm not even talking about the security problem, looming large on the horizon.
gm,,,if you put $20K into $LTC 12 years ago and forgot about it…
congrats .... you just experienced “store of nothing happens”
12 years later, blockchain evolved, narratives came and went, the market went through multiple insane cycles…
and your portfolio: still chilling at $20K.
but don’t worry,this time is different..
now if you put another $20K into $LTC and forget about it again…
i believe this is where the magic happens.
come back in 20 years:
> still $20K
> but with extra long-term holding 💀
3-2… WHAT A GAME!!! 🤯🔥
Argentina with an INSANE comeback!!!
MESSI!!! MESSI!!! MESSI!!! 🐐🇦🇷
#Argentina #Messi
$BTC: Strategy Sells $216M Worth of Bitcoin, Price Remains Stable While Market Sentiment Stays Bearish.
Michael Saylor confirmed that Strategy has sold a total of 3,588 BTC across two recent transactions, worth approximately $216 million. This volume is significantly higher than its previous sale in May.
Currently, Strategy still holds around 843,775 $BTC and maintains approximately $2.55 billion in cash.
During the same period, Bitcoin’s price increased from around $58.3K (June 30) to $63.5K (July 5), marking an approximate 8% gain, before slightly correcting to around $62.8K.
Market data shows that exchange inflows have dropped to their lowest level in two weeks, while no significant selling pressure has been observed.
What do you think about Strategy’s move?
