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📣 Announcement 📣
After months of development, I'm excited to announce that, Dexu, our all-in-one web3 data analytics platform powered by AI, is officially live.
Find alpha on the latest trends and narratives with our comprehensive insights into the crypto markets.
Here's what makes Dexu a game-changer 🧵👇🏻
on september 6th, the very day fomo revenue topped, i installed the app and bought few memecoins.
didn't do any other trades. 2 months of hodling and today my small fomo portfolio is down 92%.
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call claude straight from anthropic and you get claude.
but more and more, inference doesn't go direct. it goes through routers, clouds, and pools reselling the model, or open weights osted by 20 different providers. and they are not equal.
same open weights, different provider: 37% on one, 93% on another. same benchmark.
some serve a quantized version at full price. some break your tool calls. some quietly halve your context. the
response still comes back looking fine every time. it's hard for you to measure
one group tracked 189 api endpoints for 4 months. 37 silent changes. nobody checks this across providers, and it's hard to get reliable numbers.
that's imo one of the most underrated problems in ai rn.
@miranetwork just launched sterling to fix exactly that. tests every provider behind every model every 2 hours,
scores on a public page, routes you only to the ones that pass.
verified inference. claude, gpt, gemini live today. up to 50% off, pay in usdc or mira.
Introducing Sterling: Inference from verified providers.
The model you’re paying for might not be the one answering you. Every API model is served by a provider. Some serve a smaller version. Some break tool calls.
Sterling tests all providers and routes to the verified ones.
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consider yourself smart money if you use rabby as your main wallet.
We tracked 400,000 traders through six retail apps on Hyperliquid. They bring traders, volume and fees every month, but users are down $280M all-time.
Over half of what they lost through the apps went to fees, and one in seven is active after 3 months.
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Crypto Koryo retweeted
Amplifi is the leverage for everything app. If it trades onchain, you should be able to trade it with leverage. Today, Juiced becomes Amplifi Trade and offers leverage on @RobinhoodCrypto Chain tokens.
Predict: up to 10x on @Polymarket event contracts
Trade: up to 5x on launchpad tokens and long tail assets
Most of what trades onchain has no leverage today:
- 72% of the most traded DEX assets have no perp on Hyperliquid or Lighter. These assets account for ~45% of DEX volume.
- Polymarket will do around $80B volume this year with no margin at all.
So far: $5M traded, 425 traders, 1,317 markets live.
Predict. Trade. Amplified.
sentiment around ledger has never been that negative.
can they survive this and remain leader in their sector?
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highly recommend the new stacy brain newsletter for anyone looking for original insights on web3 marketing
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Crypto Koryo retweeted
Crypto + Macro Stuff I'm Looking At Today
...
- Justin Drake spooks TL with quantum risk post
- Brypto down a bit, back below $3T total crypto market cap
- $QQQ at $751.86
- 10 Year up to 5.282%
- Singapore Conf seems to be going well, lots of talk about Hyperliquid, options, Pearl $PRL (?), other stuff (link below)
- New Gabriel Haines crypto movie 'The Max Extractor' actually looks pretty darn good based on trailer
- New SBF<>Caroline Ellison series on Netflix - The Altruists- also just debuted a trailer, to more mixed feedback but I'm sure will be fascinating too :)
- Middle-East war rumblings push oil back up over $90
- CMC Crypto Fear & Greed Index at 67
- Lido has proposed launching a new lending product, a Morpho blue fork (link below)
- Continued rumors of weird situation with illness/lockdown in Russia...
- Starbucks reportedly trying to buy Chipotle
- Continuing to hear good things about Ambire wallet as MM and Rabby alternative (need to try it out)
- Samsung announces new partnership with Solana and Sui
- Coinbase lists $PONS
- Orca and Loopscale have apparently merged into a new project called Formation
- US Wealth Gap at record levels with top 0.1% owning 15% of all wealth now
- Odds on Polymarket for Dem's winning house in Nov at 88% and Senate at 63%
- JD Vance in lead on Polymarket for 2028 election winning at 19% followed by John Ossoff at 14%
- Proxy war continues in Yemen with relevance to Bab el-Mandeb Straight and global energy situation
- Ether_Fi announces new stablecoin built on $ENA tech
- Derive V3 goes live to much acclaim (link below)
- Lighter announced pre-market listing of $VAR from Variational
- Mantle RWA Day in Singapore a big success
- Lots of debate about Abstract shutting down this week (the ETH L2 tied to Pudgy Penguins and Luca Netz)
- Starket talking about becoming an L1(?)
- New Citrini token list generating lots of discussion
- Tom Lee apparently said Bitmine will stop buying $ETH once they hit 5% (they're at 4.9%) - from what I've found this sounds accurate but I'm surprised it hasn't catalyzed more discussion because that seems like it would remove some $ETH buy pressure once they stop(?)
- In a fireside chat with Balaji Srinivasan, Polymarket CEO Shayne Coplan apparently said they are exploring an onchain asset tied to the platform’s economics, with “real programmable utility”... but made no explicit unveiling of token or airdrop...
- Fastest-growing protocols on the weekly with at least $10M TVL per DefiLlama are StackingDAO (on Stacks), Arcus, Snuggle, Neverland (on Monad), and Arkis
- Top 10 crypto entities by 7 day fee generation are Tether, Pump, Circle, Polymarket, Uniswap, Hyperliquid, Lido, Flap sh, Aave, and Axiom Pro
Conclusion
Keep getting after it lads!
And don't forget to go for a long silent walk in the forest to ruminate on creation and contemplate the exigencies of life :)
LFG 💪
Crypto Koryo retweeted
Fastest growing CT accounts in the last 7d by smart followers increase:
1/ @beniduboss
2/ @jackbutcher
3/ @HouseofChimera
4/ @_tm3k
5/ @RachelConlan
6/ @winiam4444
7/ @coffeebreak_YT
8/ @0xQuit
9/ @ilblackdragon
10/ @surfcoderepeat
$arb has outperformed all L2 and even L1 coins in the last 90 days.
it benefitted from robinhood szn via the arbitrum expansion program (revenue sharing). what else?
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bitget and magic eden exploits both happening in 24h is brutal.
if very well funded protocols and web3 companies are not safe, makes you wonder if that extra yield on a new defi protocol is really worth the risk.
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absolutely tragic.
pls retweet the tweet below to amplify.
our industry can't just mature in terms of tech. it should mature also human-wise. and professionally.
really can't imagine this to happen to a web2 employee.
The day after she made this post, she was found dead
Hsin-Ju was one of the nicest people I met and made this industry feel inclusive
May you rest in peace @hsinju 💜
