As a Forbes 30 Under 30 | Founding Partner @ShorooqPartners | Studied Finance and Mandarin at The Wharton School at the University of Pennsylvania
Joined February 2020
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Today, we are happy to announce the launch of the world’s first dynamic bonding curves from
@ShorooqPartners
We believe this is the largest upgrade to bonding curves since their inception and will power price discovery for new and old assets classes and products.
Starknet dropped in a mid market (~$55K BTC) at a ~$20B FDV.
Now $PUMP — with nearly $1B in protocol fees, $600M raised in minutes, and top-tier VC backing — is coming in at $6B? Meanwhile every major CEX somehow "fumbled" the ICO: cancelled deposits, reshuffled raffles, restructured allocations.
All at once. Wild coincidence?
End result: token in the hands of insiders, friends & whales. Retail gets breadcrumbs and a list price to chase. Got a tiny slice post-cuts, but no shot I’m market buying at listing. Feels like a play, not a launch.
2026 is the year centralized exchanges are categorically disrupted by onchain markets (aka decentralized exchange) Onchain market supply, liquidity and infrastructure has crossed the threshold such that anyone can spin up a production-grade exchange that competes head on with the incumbent CEX core business (e.g. fomo). Many large exchanges are aggregating markets onchain which is accelerating this trend.
What used to be a moat (kyc/licenses/regulation first) is now a competitive disadvantage against new trading apps, while value capture has moved upstream to issuance (pump, polymarket, zora, clanker etc) and the network level (solana is really an exchange disguised as an L1).
Years of infrastructure work is culminating into the most open and exciting time to build new markets and exchanges. Centralized exchanges will need to be judicious in where they choose to compete as the barriers have come down and the nature of the game has changed. This next phase will determine Yahoo vs. Google outcomes for the largest participants today. For the industry at large this is probably the most exciting time in a while to experiment in defining and launching new markets and exchanges onchain. What looks dumb, unserious or weird now is probably more right than wrong.
Expect to see a lot more opinionated, specialized and niche markets. I am very long this trend going into 2026. Exciting times ahead.
seems to be the same chart from the BitGo IPO
capital formation is not as easy as it seems even for the big guys
Shane Shin retweeted
🔥 INSIGHT: Vitalik Buterin said EIP-8141 could roll out within a year, aiming to fully implement account abstraction on Ethereum.
Shane Shin retweeted
All cargo is loaded, the hatch is closed, and Dragon is ready for an on-time departure from the @Space_Station at 12:05 p.m. ET
Shane Shin retweeted
El Exchange cripto N.º 1 ahora en tu WhatsApp.
Novedades, lanzamientos y campañas exclusivas de Binance LATAM en nuestro canal oficial de Whats App.
¡Entra ahora! Únete a nuestro canal 👇🏽
whatsapp.com/channel/0029VbB…
Shane Shin retweeted
92% of PT-sUSDe 7MAY2026 is sitting in Aave
People love looking at APY
But if you want to know what the market is actually using, look at where the collateral lives ↷
▸ Total PT-sUSDe 7MAY2026 supply: ~345.9M
▸ Custodied by Aave: ~319.8M → ~92% of supply sits in the credit layer
PT is no longer something you simply hold. It’s collateral
This is the flow:
Stake $USDe (Ethena) → Buy PT (Pendle) → Deposit PT (Aave) → Borrow stable → Loop / hedge
▸ @ethena = the yield engine
▸ @pendle_fi = the fixed-income issuer
▸ @aave = the credit layer
➥ This stack isn’t an experiment anymore, the market has validated it and is using it for real.
ALT Pendle × Ethena × Aave | 92% of PT-sUSDe 7MAY2026 is sitting in Aave
Pendle x Aave x Ethena x Plasma | The Stablecoin Fixed-Income Stack
Aave onboarding PT-USDe & PT-sUSDe (09APR2026) to the Aave V3 Plasma Instance illustrates a pristine DeFi stack:
Venue → credit → fixed income → yield source → Scalable onchain yield rails with guardrails and built to be rollover-friendly
---
① @ethena = Yield Engine (USDe/sUSDe): The underlying yield generator. $USDe → stake → $sUSDe, which is then packaged by Pendle into PT/YT to plug into the credit layer
② @pendle_fi = Fixed Income Wrapper: Strips yield-bearing assets into PT, creating bond-like exposure (discounted by time-to-maturity), enabling the market to price an implied fixed rate
③ @aave = Credit Layer (Supply/Borrow): The layer that converts PT into credit, enabling supply/borrow, interest rate markets, liquidations, and risk management
④ @Plasma = Venue / Settlement Layer: Functions as the settlement rail for stablecoin flows. When stablecoin liquidity concentrates on a specific venue, the upper-layer DeFi primitives (credit, fixed income) create massive opportunities for TVL expansion
---
Caps filled rapidly (specifically PT-sUSDe hitting 100% on day one) the demand is real and validated
This is a highly scalable yield rail stack. If market pricing + incentives align, implied APY could hit ~34%
➥ This cycle, the game isn't just about APY. It’s about who owns the infrastructure to convert raw yield into usable credit through powerful integrations like this
Shane Shin retweeted
We’ve crossed $1 trillion in lending volume, a historic milestone for Aave and DeFi as a whole.
A decade ago, DeFi and Aave didn’t exist. They were just ideas. Today, Aave stands as the backbone of onchain lending, powering a new financial system that is open, global, and unstoppable.
And we’re just getting started. Our focus now is to scale Aave into the largest, most efficient liquidity network in the world, one that builders, banks, and fintechs plug into by default, fundamentally improving liquidity and cost structures across global finance.
DeFi is winning.
Shane Shin retweeted
.@aave is on the path to another 1 Billy market
If you want cheap debt, @Mantle_Official is looking for borrowers 👀
Aave is making Mantle’s key metrics shine.
Shane Shin retweeted
Since ETHLend in 2017, our mission has been to bring DeFi to the masses, powered by the Aave protocol and an application layer that now provides access to a $50B+ liquidity network.
Today, we’re proposing a new framework where Aave Labs becomes fully token-centric and redirects 100% of product-level revenue to the Aave DAO. This formalizes alignment between Aave Labs and the Aave DAO in service of token holders.
The Aave Will Win Framework expands Aave DAO’s revenue base beyond protocol revenue established by AIP-1 to include non-protocol and offchain revenue, materially increasing the DAO’s capacity to grow its treasury. This would position the DAO to fund growth, increase buybacks, and pursue other opportunities as it sees fit.
We believe Aave will serve as the backbone of global finance, a market measured in the hundreds of trillions. Building at the product layer creates new revenue for the DAO and helps scale Aave to mainstream adoption and bring DeFi to everyone.
Our goal is to achieve all of this with value accruing to one place: the $AAVE token.
Shane Shin retweeted
Resolv has integrated Janus Henderson’s AAA CLO fund (JAAA) into its yield architecture via @centrifuge and @aave Horizon, with up to $100M allocated.
For the first time at this scale, AAA-rated institutional credit is deployed as actively leveraged collateral onchain.
Shane Shin retweeted
Breaking:
14 countries under war and attack. The downfall of the Middle East has begun.
Countries under War and attack 🚨
- 🇮🇷 Iran
- 🇺🇸 United States
- 🇮🇱 Israel
- 🇾🇪 Yemen
- 🇧🇭 Bahrain
- 🇶🇦 Qatar
- 🇦🇪 United Arab Emirates
- 🇰🇼 Kuwait
- 🇮🇶 Iraq
- 🇯🇴 Jordan
- 🇸🇦 Saudi Arabia
- 🇸🇾 Syria
- 🇵🇰 Pakistan ( Border conflict)
- 🇦🇫 Afghanistan( Border Conflict)
Shane Shin retweeted
BREAKING:
China plans to sign a defence pact with Iran.
Readers added context they thought people might want to know
No bilateral defense pact between China and Iran is planned or signed; recent reports cover only an arms deal for missiles. The January trilateral strategic pact with Russia includes military coordination but explicitly excludes mutual defense commitments. middleeastmonitor.com/20260129-iran-… reuters.com/world/china/ir…
Shane Shin retweeted
BREAKING: President Trump addresses the people of Iran:
"Stay sheltered, don't leave your home. It’s very dangerous outside, bombs will be dropping everywhere. When we are finished, take over your government. This will be probably your only chance for generations."
Shane Shin retweeted
President Xi Jinping stated previously:
No matter how the international and regional situation changes, China will steadfastly maintain its friendship and cooperation with Iran and will further strengthen the comprehensive China-Iran strategic partnership.
