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Linn's Leverage · Aug 19, 2026

Linn's Leverage #1089

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Linn's Leverage · Linn's Leverage

Linn’s Leverage will ALWAYS stay 100% free, there is no obligation to donate but if you would like to support, click the button below:

Please find “Linn’s Ledger” at the bottom of this issue. Paid Subscribers will gain access to Editions of “Linn’s Ledger” containing: Small Caps, Investment Theory, Current Research, Research Techniques, Portfolio changes, and the latest Buys/Sells.
Linn’s Leverage is a log of Linn’s research. Linn - only provides spiritual advice, never financial advice - all suffering is caused by ignorance
Linn’s Ledger will provide an update of the main portfolio when rebalancing, Linn also feature small cap / high risk plays. Understand the risks that come with these plays as I don’t want to hear any complaints if they rug or disappear. I’m in just as much risk with them as you. Do DD. Remember to hold tokens over multiple wallets for added security.
Linn is partnered with: Defi Saver, Theo, Mantle and PENDLE. Partnership or not, my views are honest and transparent.

Pendle:

X avatar for @pendle_fi

Pendle@pendle_fi

2 upgrades to PT Looping 🔥 → PTs work as input directly now → Utilization Rate chart is live. Size your loop strategically before you enter.

X avatar for @pendle_fi

Pendle @pendle_fi

PT Looping incentives are now live. Get extra 2% APY on top of your PT Fixed APY while looping with Pendle. At an 10x loop, that's +20% APY on your position. Limited time only 👇

2:44 PM · Aug 18, 2026 · 7.57K Views

7 Replies · 7 Reposts · 57 Likes

X avatar for @Shaurya477

Shaurya@Shaurya477

Pendle replaced 2-year vePENDLE locks with sPENDLE in Jan 2026, rolling out liquid staking, auto-buybacks and algorithmic emissions. Months post-launch, did the overhaul actually deliver? The sPENDLE Report Card: emission cuts, real-yield revenue and protocol performance 🧵👇

9:31 AM · Aug 18, 2026 · 692 Views

7 Replies · 6 Reposts · 29 Likes

X avatar for @pendle_fi

Pendle@pendle_fi

Is this the highest fixed yield in finance? A trader's getting 35.46% of delta-neutral FIXED rate, with minimal liquidation risks. Here's what they did and how you can do it too 👇

7:52 AM · Aug 18, 2026 · 14.9K Views

16 Replies · 16 Reposts · 131 Likes

X avatar for @crypto_linn

🉐 Crypto Linn@crypto_linn

What the FUGG is going on with @pendle_fi Pendle V2 Highlights: - PT looping incentives go live, giving +2% APY to PTs before leverage. - The Pendle Ecosystem USDC vault, curated by Pendle & Armitage, go live with PENDLE incentives on Morpho - PT looping input increases from

7:34 AM · Aug 18, 2026 · 2.4K Views

14 Replies · 4 Reposts · 31 Likes

Boros:

DeFi Saver:

X avatar for @DeFiSaver

DeFi Saver@DeFiSaver

💡The Еtherfi weETH 86% LTV market on @Morpho has recently started getting liquidity from prominent vault curators such as Steakhouse. This prompted a number of user requests: "Can we migrate existing Morpho positions to $weETH?" And the answer is yes. There is now a DFS zap

2:00 PM · Aug 18, 2026 · 9.63K Views

1 Reply · 1 Repost · 20 Likes

X avatar for @DeFiSaver

DeFi Saver@DeFiSaver

Compound comeback era? On DeFi Saver, it never left. Since 2024, over $625M worth of Compound activity has gone through our app - just on leverage management alone. That's 15,000+ transactions. We’re very excited to continue driving growth for @Compound_xyz's next evolution.

X avatar for @Compound_xyz

Compound Foundation @Compound_xyz

1/ Compound is entering its next era. Today we're announcing a new leadership team and a $52M DAO-approved development program,the largest in the protocol's history, to bring institutional credit onchain. https://t.co/gMJMSVg2ZX

9:50 AM · Aug 18, 2026 · 1.62K Views

2 Replies · 1 Repost · 31 Likes

X avatar for @DeFiSaver

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.

2:59 PM · Aug 17, 2026 · 1.77K Views

2 Replies · 4 Reposts · 34 Likes

Theo:

X avatar for @Theo_Network

Theo@Theo_Network

ULTRA is now issued natively on @Stable.

X avatar for @Stable

Stable @Stable

Thrilled to announce that institutional RWAs are coming onchain through Libeara, now deployed on Stable. Incubated by Standard Chartered’s SC Ventures, @libeara_ has tokenised over $1.1B, bringing the infrastructure and distribution channels tokenised finance needs to scale.

3:32 PM · Aug 18, 2026 · 3.07K Views

10 Replies · 8 Reposts · 66 Likes

Maple:

X avatar for @Nomaticcap

Nomatic@Nomaticcap

It's a little over halfway through August and @maplefinance is on pace for a nice revenue month. $947K already. They could easily hit $1.6M or $1.7M this month. I actually took a small long here on @Markets_xyz

X avatar for @Nomaticcap

Nomatic @Nomaticcap

A nice August revenue month is loading on ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 ... I'd say this pace puts August around $1.57M - $1.6M range. Which would be 3 months of positive revenue growth. Starting to get interesting 👀 https://t.co/Ermgf4L9k4

3:18 PM · Aug 18, 2026 · 908 Views

6 Replies · 19 Likes

X avatar for @maplefinance

Maple@maplefinance

Lending is one of the oldest practices in finance. Our Head of Growth, @MartindRijke, charts how the enforcement behind it has changed era to era across 4,000 years, from Mesopotamian villages to the state and ratings agencies, and argues onchain is the natural next chapter.

10:15 AM · Aug 18, 2026 · 3.5K Views

11 Replies · 11 Reposts · 78 Likes

Mezzanine:

X avatar for @mezzanine_fi

Mezzanine@mezzanine_fi

A 6-10% yield is fine. It's also not why anyone gets out of bed. Loop it and the yield can multiply. Tranche it and you've added a choice: higher yield, or a loss buffer underneath you. That's one vault. Another automates lending across markets, picking off short-term rate

2:03 PM · Aug 18, 2026 · 932 Views

3 Replies · 1 Repost · 23 Likes

Chainflip:

X avatar for @Chainflip

CHAINFLIP@Chainflip

We’re evolving the FLIP token model. Today: Protocol revenue goes toward buying FLIP on the open market and then burning it forever. Next: Revenue will still purchase $FLIP from the market, but instead of sending it to the burn address, those tokens will be paid out to stakers

10:01 AM · Aug 18, 2026 · 7.03K Views

6 Replies · 6 Reposts · 33 Likes

ETHFI:

X avatar for @Flowslikeosmo

Emperor Osmo 🐂 🎯@Flowslikeosmo

At some point, the market will realize how wrong they were about $ETHFI Cards, cash, transactions, and active new cards are all near ATHs. Valuing Apple as if it were IBM.

2:00 PM · Aug 18, 2026 · 3.68K Views

7 Replies · 4 Reposts · 69 Likes

Kaito:

X avatar for @0x_ultra

ultra@0x_ultra

so i was looking at the source code of kaito pulse and found some interesting things: - it fingerprints your device. it hashes how your gpu renders an invisible image, your gpu model, and how your hardware handles a test tone. that combo is unique to your laptop and it doesn't

X avatar for @KaitoAI

Kaito AI 🌊 @KaitoAI

Introducing Kaito Pulse – a social layer for the internet, starting with X. The internet was built around what people post. It's now increasingly shaped by what people build, trade and back. Most of that never reached the timeline. Until today: https://t.co/lMWQ3btaho

8:10 PM · Aug 18, 2026 · 45.8K Views

115 Replies · 34 Reposts · 300 Likes

X avatar for @ripchillpill

Chill Pill 🔮@ripchillpill

wait so basically Kaito's extension is spyware? like this feels way too much access to absolutely everything you do on X at all times the problem i have with this is that there's not much trust left between this team and me but at the same time with this type of access they

X avatar for @0x_ultra

ultra @0x_ultra

so i was looking at the source code of kaito pulse and found some interesting things: - it fingerprints your device. it hashes how your gpu renders an invisible image, your gpu model, and how your hardware handles a test tone. that combo is unique to your laptop and it doesn't https://t.co/EfjwLfAtza

8:29 PM · Aug 18, 2026 · 4.41K Views

40 Replies · 1 Repost · 75 Likes

X avatar for @DefiIgnas

Ignas@DefiIgnas

Yaps -> Aura Yaps scored your posts but Aura also measures 1) attention to what you LOOK at 2) your trading PnL and 3) yaps score I'm No. 1 for now! To track it all, Kaito requires installing Pulse extension. With it your X timeline: - shows badges on verified accounts -

X avatar for @KaitoAI

Kaito AI 🌊 @KaitoAI

Introducing Kaito Pulse – a social layer for the internet, starting with X. The internet was built around what people post. It's now increasingly shaped by what people build, trade and back. Most of that never reached the timeline. Until today: https://t.co/lMWQ3btaho

3:48 PM · Aug 18, 2026 · 7.53K Views

32 Replies · 2 Reposts · 59 Likes

Visa:

X avatar for @laurashin

Laura Shin@laurashin

💳 Visa is shopping for a new stablecoin settlement partner after Mastercard just bought the firm that used to fill that role.

8:10 PM · Aug 18, 2026 · 7.25K Views

13 Replies · 7 Reposts · 30 Likes

USD.ai:

X avatar for @USDai_Official

USD.AI@USDai_Official

One year ago, USDAI created a liquid, onchain market for GPU-backed debt. First loan was $620K. 12 months later: - $265.2M deployed, 16 loans, 13 borrowers, 4 publicly listed neoclouds, 1 loan paid off early - $431.7M TVL, $356.7M in sUSDai - 7.65% net APY, the highest among

12:33 AM · Aug 19, 2026 · 1.7K Views

2 Replies · 3 Reposts · 27 Likes

Variational:

3Jane:

X avatar for @3janexyz

3Jane@3janexyz

1/ USD3 holders have accrued +$1.2M in yield across its fintech credit facility backing, ~10 weeks after the first facility was seeded Sharing a high-level update on facility growth, credit performance, and collateral coverage

1:09 PM · Aug 18, 2026 · 4.75K Views

17 Replies · 6 Reposts · 64 Likes

Zcash:

Token Rights:

X avatar for @TopherGMI

Topher@TopherGMI

Bullish for token-only projects Teams can now sell tokens post-TGE to the public to fund the project instead of backroom OTC deals or raising equity with VCs

X avatar for @intangiblecoins

Alex Thorn @intangiblecoins

*SEC PUBLISHES PROPOSES 'REG CRYPTO' TO CREATE NEW PATHWAY FOR REGULATED TOKEN ISSUANCES

7:23 PM · Aug 18, 2026 · 4.19K Views

5 Replies · 3 Reposts · 32 Likes

X avatar for @0xGeeGee

0xGeeGee@0xGeeGee

it’s kinda ironic how we’re moving to tokenize everything… but tokens, which instead are getting pulled what protocols moving in this direction risk to be discounting how much premium tokens have due to the instant liquidity. If investors couldn’t count on immediate liquidity

X avatar for @centrifuge

Centrifuge @centrifuge

Centrifuge has published a governance proposal: exploring a transition from token to equity. The CFG token was designed for a different Centrifuge. The business today is institutional infrastructure, and the token structure has become a constraint on the partners we can work

7:26 AM · Aug 18, 2026 · 5.76K Views

4 Replies · 3 Reposts · 30 Likes

Justin Sun:

X avatar for @katexbt

katexbt.hl@katexbt

The funniest thing just happened. Justin Sun is going absolute BEAST MODE on Coinbase, Binance and Hyperliquid's AML mechanisms. He is DUSTING everyone who interacted with Coinbase, Binance or HL before with a few USDT from HTX. HTX is under sanctions in the EU and the UK

10:03 AM · Aug 18, 2026 · 208K Views

187 Replies · 150 Reposts · 1.82K Likes

DeFi:

X avatar for @phtevenstrong

Stephen | DeFi Dojo@phtevenstrong

DeFi is great right now 1) There are a healthy number of points campaigns to speculate on, both with tested and untested returns ➢ @re S2 ➢ @solsticefi S3 ➢ @3janexyz@tori_finance S1 ➢ @onrefinance S1 ➢ @xStocksFi S1 2) There are also new ways to play with trusted

5:14 PM · Aug 18, 2026 · 6.55K Views

13 Replies · 5 Reposts · 101 Likes

Flop:

X avatar for @WuBlockchain

Wu Blockchain@WuBlockchain

Arthur Hayes Comes Out of Retirement to Lead Flop Labs, FLOP Airdrop Planned for Q4 2026 Arthur Hayes said he is “coming out of retirement” to lead Flop Labs. Flop Network is designed for the AI agent economy, with its native token FLOP serving as a payment asset for AI agents

2:48 PM · Aug 18, 2026 · 39.3K Views

18 Replies · 5 Reposts · 62 Likes

Morpho:

X avatar for @PendleIntern

Pendle Intern@PendleIntern

The Pendle Ecosystem vault on @Morpho has just crossed $30m TVL for the first time... ...and it should be no surprise given it's averaged 7.3% APY since launch powered by Pendle's cleanest assets! What may come as a surprise, is the yields it unlocks for everyone else. 👇

11:14 PM · Aug 18, 2026 · 1.42K Views

5 Replies · 2 Reposts · 26 Likes

SEC:

X avatar for @CryptoRick98

Eric Manoukian@CryptoRick98

Regulation Crypto Assets gives token raises two exempt lanes: > $5M over a four-year window. Narrative disclosures only, no financials, no ongoing reporting. > $20M or $75M per 12 months. Financial statements required, audited at the $75M tier. Standardized disclosure is what

X avatar for @SECGov

U.S. Securities and Exchange Commission @SECGov

🚨 TODAY: The SEC proposed new rules, “Regulation Crypto Assets,” that would create a clear and fit-for-purpose framework for certain investment contracts involving crypto assets.

12:12 AM · Aug 19, 2026 · 229 Views

2 Replies · 2 Likes

Stablecoins:

X avatar for @TokenBrice

tokenbrice@TokenBrice

GM and your friendly reminder that despite the fact that we have 300+ stablecoins, most of it is just a wrapping/dependency festival centering around a few hubs: $USDC has 65 direct dependents $USDT 34 $sUSDS 16 $AUSD 12 $EURC 10 $USDe 9

10:32 AM · Aug 18, 2026 · 1.64K Views

4 Replies · 2 Reposts · 33 Likes

Financial Psychosis:

ZEC:

X avatar for @MeshClans

Mesh@MeshClans

~80% of the ZEC that was sitting in the Orchard shielded pool has crossed over into Ironwood. That happened in roughly three weeks. Here's why it matters. Earlier this year, a soundness bug was found in Orchard's circuit. The kind that could, in theory, let someone counterfeit

7:27 AM · Aug 18, 2026 · 1.49K Views

32 Replies · 4 Reposts · 55 Likes

z500:

X avatar for @0xNairolf

nairolf@0xNairolf

not a big fan of memecoins but conceptually this is pretty smart > see a gap in token discovery as dexscreener gets adopted but remains suboptimal > combine discovery with a launchpad because that is where the demand originates > package the whole thing in a way that perfectly

8:15 AM · Aug 18, 2026 · 6.78K Views

19 Replies · 48 Likes

42:

ETH:

X avatar for @0xNairolf

nairolf@0xNairolf

simplest bull case for ethereum: it leads on basically every rwas metric

8:58 AM · Aug 18, 2026 · 3.64K Views

16 Replies · 2 Reposts · 53 Likes

Treasuries:

X avatar for @NaveenCypto

Smartmoney_Detective@NaveenCypto

Top Defi Protocols ranked by how healthy is their treasury. @flyingtulip_ ranks number one followed by Lido and hegic. Data - @DefiLlama

9:48 AM · Aug 18, 2026 · 5.4K Views

8 Replies · 18 Reposts · 69 Likes

Mantle:

X avatar for @Mantle_Official

Mantle@Mantle_Official

Most RWA reports lead with one number: total value tokenized. Representative of assets onchain, that number alone doesn't tell you if the asset trades against real liquidity depth, can be LP'd for yield, backs a loan or works past the venue that issued it, the exact difference

11:00 AM · Aug 18, 2026 · 9.65K Views

2 Replies · 3 Reposts · 44 Likes

Strata:

X avatar for @strata_markets

Strata@strata_markets

New Senior USDat (srUSDat) market is now live on @pendle_fi on Ethereum. PT/YT-srUSDat- Jan 27 Fix or trade senior covered yield, backed by $STRC Digital Credit and continue stacking Strata and @saturn_credit Points. Digital Money. Upgraded.

11:07 AM · Aug 18, 2026 · 2.07K Views

6 Replies · 6 Reposts · 24 Likes

Hyperliquid:

X avatar for @GLC_Research

GLC@GLC_Research

"Each time, a public market on Hyperliquid signaled the gap before trading began." The letter backs it with five completed IPOP markets that already ran their course. Cerebras is the big one: underwriters priced it at $185, it opened at $350, an 89% gap the IPOP had already been

X avatar for @HyperliquidR

Hyperliquid Research Collective (HRC) @HyperliquidR

HPC and trade[XYZ] Introduce Pre-IPO Perpetuals to the SEC Written by @HyperliquidPC & @tradexyz "Americans should have access to pre-IPO perpetuals. Cerebras opened 89% above its IPO price. SK Hynix 14%. SpaceX 11%. Each time, a public market on Hyperliquid signaled the gap

12:32 PM · Aug 18, 2026 · 2.05K Views

1 Reply · 4 Reposts · 20 Likes

Buybacks:

Solana Lending:

X avatar for @Tom_Degen68

Tom ⛩@Tom_Degen68

Solana lending is on next level. @kamino and @JupiterExchange stand out with the highest Active Loans/TVL ratios (~89% and ~91%), ahead of Aave (~77%) and Morpho (~55%). This means a much larger share of deposited capital is actually being borrowed and put to work. Why? ▸

9:24 AM · Aug 18, 2026 · 2.35K Views

27 Replies · 4 Reposts · 60 Likes

X avatar for @NaveenCypto

Smartmoney_Detective@NaveenCypto

Bullish catalysts for Jupiter . Fundamentals keep improving while Token Price remains stagnant. Data - @_dexuai @JupiterExchange

6:02 AM · Aug 18, 2026 · 487 Views

1 Reply · 4 Likes

NetNet:

Forecast:

X avatar for @ForecastFDN

Forecast@ForecastFDN

We’re introducing a fundamentally new way to trade btc and other assets built on prediction market rails with perps efficiency True leverage with no debt and no liquidations Launching soon

6:47 PM · Aug 16, 2026 · 165K Views

69 Replies · 33 Reposts · 401 Likes

FOMO:

X avatar for @MidCurveMortal

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

X avatar for @TheMisterTurtle

Mr. Turtle @TheMisterTurtle

@seyong can you share what percent of fomo traders are profitable

4:23 AM · Aug 17, 2026 · 840K Views

297 Replies · 274 Reposts · 1.97K Likes

Monad:

X avatar for @0xTindorr

Tindorr 🌯@0xTindorr

Monad is doing everything it can to hold $MON within this range. The Foundation offered up to $60M to buy locked MON directly from selected early investors at a discount (same lockup). The tokens were not removed from future supply. Monad was trying to improve who holds that

5:37 AM · Aug 18, 2026 · 5.19K Views

5 Replies · 15 Reposts · 103 Likes

Tokenized Stocks:

X avatar for @0xNairolf

nairolf@0xNairolf

another mechanism tradfi will steal from crypto: every stock will trade against its index, just like tokens trade against eth gud article

X avatar for @haydenzadams

Hayden Adams 🦄 @haydenzadams

My first blog post since 2019!

5:58 AM · Aug 18, 2026 · 12.4K Views

17 Replies · 6 Reposts · 118 Likes

Coinbase:

X avatar for @AsadIshmael

Ishmael Asad@AsadIshmael

Ngl coinbase not reporting trading volume anymore because it's not a key metric is kinda wild

9:08 PM · Aug 17, 2026 · 67.2K Views

38 Replies · 34 Reposts · 492 Likes

Read the original on linns.substack.com

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