Linn's Leverage #1088

Phen@PhenVentures

making PT looping easier with extra incentives from @pendle_fi is the most EV move I’ve seen so far back then we had to rely on third-party providers just to loop PT… or do it manually so bullish on ethereum:0x808507121b80c02388fad14726482e061b8da827 now you’ve got: •

Pendle @pendle_fi

New pools eligible for PT Looping incentives: 🔹 @3janexyz PT-USD3 | 64.6% Max APY 🔹 @global_dollar PT-USDG | 36.2% Max APY Enjoy 🥂 https://t.co/hfhYIFqR01

Pendle@pendle_fi

Buybacks for $PENDLE continue to climb, passing 2.5M now 🔥 ➢ ATH $PENDLE staked still ➢ Emissions continue to be DOWN ~76% YTD ➢ Over $3.5M spent on buybacks sPENDLE.

Pendle @pendle_fi

Buybacks for ethereum:0x808507121b80c02388fad14726482e061b8da827 passed 2M 🔥 All these within just 6 months since sPENDLE launched ➢ ATH ethereum:0x808507121b80c02388fad14726482e061b8da827 staked ➢ Emissions cut by 71% - double the initial 30% target Fees, buybacks, https://t.co/Ukfisxfgjr

Pendle Intern@PendleIntern

Just how efficient is Pendle in 2026? Despite having just $2.5m in TVL, our AUSD market on @monad has scaled to just shy of $100m in floating TVL. IY has also primarily traded in a band between 6.5-6.95% while facilitating nearly $75m in trading volume. Pendle

Pendle Intern@PendleIntern

PSA: Intern must shill the best yield currently available in DeFi... Use @boros_fi's new arbitrage terminal for delta-neutral yields as high as 20-40% APR! 4 steps to serious yield: 1. Install terminal 2. Create @Gate account 3. Plug in API key 4. Execute your first arbitrage

DeFi Saver@DeFiSaver

8,000 BOLD in incentives is now available for Liquity V2 users on DeFi Saver.🤝 Want to Qualify? - Open a leveraged Liquity V2 position using DeFi Saver - Shift your loan over to Liquity V2 using Loan Shifter This month, fortune favors the BOLD.

defi_milos 🛟@defi_milos

The @ether_fi and @aave v4 ethereum:0xcd5fe23c85820f7b72d0926fc9b05b43e359b7ee loop has been doing double-digit APY for a while now. This video teaches how it works - and the practical steps to set yourself up with the loop through @DeFiSaver Might be useful material if you

CHAINFLIP@Chainflip

Highlights from Chainflip last week: - Weekly swap volume $69.88M (+13.3% WoW) - ETH claimed #1 swap destination in July - Chainflip Lending fees up 4.5x in the last two months - @THORSwap is now live with swaps without wallet connection

Mezzanine@mezzanine_fi

Tranching a simple vault is easy. Mezzanine is built for the hard stuff too. Loops, market-neutral positions, basis trades, arbitrage vaults, fixed-duration strategies, multi-protocol strategies spread across chains, vaults already tranched elsewhere... That's a different

Smartmoney_Detective@NaveenCypto

While retail is bearish on $ETH .. Fundamentals keeps improving in background . Bullish catalysts for Ethereum. Data - @_dexuai

Stablecoin Intern@Degenerate_DeFi

$CRCL is up 28% from the bottom and i think it continues to outperform from here there are two consensus views that are wildly off and the market is finally starting to realize it: 1. the first is that stablecoin economics aren't viable because issuers will continue leaking

Jupiter@JupiterExchange

The best onchain portfolio tool just got even more powerful. Introducing Portfolio v2. 10x faster. 10x sleeker. 10x more useful. For the first time ever, you can now actively manage your DeFi positions directly from within Portfolio. Borrow, lend, withdraw, repay, swap,

Nuel@Nuel_fxt

$USDC already works. So why does $fxUSD need to exist? Because the future of stablecoins isn’t just about a token that stays at $1. $USDC is excellent at being digital dollars; a trusted, liquid representation of cash on-chain. $fxUSD is different. It is collateralized by

Aylo@alpha_pls

Crypto themes I expect to do very well in the next few years: • Privacy and wealth protection from debt ridden governments turning to socialism • Tokenization and the availability of all major markets/assets onchain • Decentralized AI movement grows against corporate

Arbitrum@arbitrum

JUST IN: Robinhood Chain hits $5 Million in cumulative fee revenue in just over a month since launch. The future of finance is programmable.

Tindorr 🌯@0xTindorr

Tokenized stocks just crossed the line from passive exposure into working collateral in top money markets Both DeFi and CeFi are beginning to answer it. Here is the current map: 1/ Ethereum DeFi @Morpho supports SPYon and QQQon as collateral for borrowing USDC through

ether.fi@ether_fi

$2B+ in annualized volume and consistent growth since August 2025 Three years ago we said what we would do and we delivered

Stephen | DeFi Dojo@phtevenstrong

ICYMI, fixed rate and fixed term borrowing in DeFi is rapidly growing. ➢ @Morpho ➢ @TenorFinance (built on Morpho) ➢ @lista_dao (Mostly for looping slisBNB) ➢ @term_labs V2 recently came out ➢ @TermMaxFi ➢ @Loopscale Okay liquidity for some of the more popular Solana

The Rollup@therollupco

Charles Yoo-Naut on how stablecoin rails let a bank launch in multiple countries on day one and serve customers nobody could profitably reach before: "Stablecoin infrastructure has brought down the cost of launching a neobank." "Traditionally you'd sign a bank partnership with

Didi@DidiTrading

Day 593: 10 people you should follow on X: 1. @TheDeFinvestor (DeFi updates) 2. @NPC_68 (DeFi / Airdrops) 3. @mztacat (Airdrop alpha) 4. @FabianoSolana (Solana DeFi / Airdrops) 5. @real_y22 (Lowcap degen) 6. @0xdetweiler (Gem hunter) 7. @dethective (Onchain detective) 8.

MSB Intel@MSBIntel

BREAKING: Aave V3 now holds over 50% of tokenized gold deposited across DeFi lending protocols.

John Galt@lurkaroundfind

Monad foundation just bought back $60M locked MON from investors. Foundation also bought back $30M from open market earlier this year. And foundation is currently running another $50M open market buy back program, which lasts through the end of 2026.

Monad @monad

Monad Foundation recently completed a liquidity program under which the Foundation offered to buy locked MON from certain early investors in Monad at a discount reflecting the applicable four-year lock-up. Any MON purchased by the Foundation through the liquidity program remains

FastLane Labs@0xFastLane

13% fixed on shMON? the @pendle_fi pool is live on Monad. lock it with PT, trade the yield with YT, or LP both sides. pool's in the reply 👇

Patrick Scott@patfscott

Added new datasets related to nuclear startups like @valaratomics to Yellowcake Analytics: 1. The advanced reactor race 2. VC Funding The buildout of next-gen reactors is going to determine whether uranium stays a niche commodity or takes its place as the most energy-dense fuel.

🉐 Crypto Linn@crypto_linn

To make an insane amount of money in the coming decade, ask yourself: "What can AI not cheaply create more of?" and "what does AI need to consume?" Compute: GPUs data centers networking inference infrastructure Energy: electricity generation grid capacity transformers nuclear /

max @maxbittker

Weird economics up on the agent-only runescape server - Low cost of labor makes most commodities abundant - Currency inflation means trading goods for goods, nobody really wants cash - Huge swarm contention as certain resources with limited respawn rate become valuable

Tindorr 🌯@0xTindorr

I think we are getting closer to the end of this heavy MSTR-selling phase. Like I said, Saylor selling MSTR to build the USD Reserve and defend STRC around $95 was the right move. It is painful for MSTR holders, but it became inevitable once the weakness in STRC’s original

Michael Saylor @saylor

Strategy added $150M to its USD Reserve and repurchased $132M of $STRC, extending USD Duration to 2.8 yrs (+41 days) and tightening STRC BTC Credit to 114 bps (-4 bps). As of 8/16/26: ₿840,447 BTC Reserve; $4.8B USD Reserve. $MSTR https://t.co/kNWPowilmT

Tom ⛩@Tom_Degen68

Hyperliquid RWA data from H1 2026 caught my eyes - 169.5k wallets made their first trade on an RWA market - That's 31.7% of all new users - 80.9% of them stayed in RWA and never touched crypto perps They generated $111.6B in volume (31.5% of new-user volume) but only 8.3% of

The DeFi Investor 🔎@TheDeFinvestor

There are 9 days left until Hyperliquid's revenue-share deal with Circle goes live. This is currently expected to generate ~$163 million in additional annualized revenue for Hyperliquid. Very excited to see this live.

Andy@andyyy

Hyperliquid.

Theo@0xdetweiler

solid post on $NET @NetNetCap

Smartmoney_Detective@NaveenCypto

Maple Finance showing consistent growth despite bear market. - $1.835 Billion active loans. - $10.89 Million Revenue in H1 @maplefinance Data - @_dexuai

Keno@kenodnb

DeFi lending TVL fell 25.2% last quarter. Maple's AUM fell 0.94%. Active loans hit an all-time high of $1.84B, up 55.6%, with zero forced liquidations through the worst quarter on record for crypto security. Revenue is up 47% year over year. H1 alone is already ~70% of all of

GLC @GLC_Research

Today we're releasing our Maple Finance Q2 2026 Report. Q2 was one of the toughest quarter on record for DeFi lending. Bitcoin fell -14.2%, DeFi lending TVL contracted -25.2%, and 83 hacking incidents hit the ecosystem in a single quarter. Here's how Maple came out the other

INFINIT@Infinit_Labs

Real volume is migrating onto 24/7 onchain markets. S&P Dow Jones Indices licensed the S&P 500 for perpetual contracts on Hyperliquid earlier this year, and gold, crude, and single-name equities now trade alongside crypto with no expiry, no roll, and no close. A majority of the

David Schamis @dschamis

Smart money found this early. A wallet cluster reportedly linked to @jump_ is ~18.5% of all volume on @tradexyz. Two things follow. The venue is good enough for a top-tier HFT firm to route real size through — and one participant at 18.5% means the field is wide open. Jump are

Mesh@MeshClans

DeFi has had price oracles for years. It never had a credible, continuous risk layer that institutional capital could actually reference in risk committees @redstone_defi acquiring Credora in September 2025 closed that gap, and the combined product is one of the cleaner

Aylo@alpha_pls

"Only 25 out of 292,531 wallets made more than $10K" The lowest of low EV bets you can make across all public markets. Trade on FOMO if you want to guarantee that don't make any real money. Much better off just holding PUMP to go long the revolving door of retards.

MCM @MidCurveMortal

Since no one was keen on answering this question, I've took it upon myself to build a PUBLIC Dune query which uses FOMO's fee router in order to calculate the total profitability of all active FOMO traders (SOL) in the past 90 days. The numbers: > Out of the 292,531 wallets https://t.co/DimRmJBYT3

Nomatic@Nomaticcap

"If we win, you win. If we lose, you probably still win." Every dollar Re owns sits in first-loss position. I would love to see more of our onchain curators have this level of skin in the game. "Everyone talks about incentive alignment. For our purposes, we've got all of our

DeFi Dad ⟠ defidad.eth @DeFi_Dad

🎙️ New @Edge_Pod 🔓 How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi 0:00 - Intro 1:38 - Building insurance tech before Re 6:36 - Reinsurance and why it matters 9:16 - How big is the reinsurance market? 10:05 - How Re brings reinsurance onchain

Mantle@Mantle_Official

Tokenized stock holders nearly doubled last month, to 1.33M per @RWA_xyz. Pre-IPO played a key part, extending access to a stage once limited to institutions and accredited investors. Mantle covers that first stage via @OpenstockInc, then every one after it, up to 24/7 trading.

0xGeeGee@0xGeeGee

Addressing this a bit broadly: 1. hyperliquid did not invent dperps, but surely it's the most successful effort so far (you don't have to be first, there's no prize for being first if you don't deliver. Pendle wasn't first either). 2. the cited perp dexs are undoubtedly several

karol @kar888l

can somebody explain what - lighter - extended - variational brought to the perp dex table? hyperliquid invented decentralized perps, what did the others come up with?

0xviet@0xvietnguyen

L1/L2 Airdrop Projects Or there might be a few next trenches after Robinhood

Harry Tran@HarryTran_RWA

I found early RWA projects weekly so you don’t have to PT.30 @metalorafi - Tokenized Precious Metals @YourGrails - TCG @Stockers - Equities Backed Launchpad on Solana @SealedFi - TCG @TGT_Finance - Tokenized Gold @RohmeDAO - RWA focused DAO @root_evm - Tokenized Stocks Vaults

Harry Tran @HarryTran_RWA

I found early RWA projects weekly so you don’t have to PT.29 @Oriaxyz - RWA Yield @bunkrfinance - Tokenized Maritime Account Receivable Financing @asortinodc - Tokenized Stocks @gaultmine - Tokenized Gold @soudianAi - DePIN @AureaHub - RWA Infrastructure @ethicslaunch - https://t.co/hP7ni1niTp