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Curated alpha Telegram & Twitter: @ahboyash
https://www.robin-guo.com/p/life-is-poker-not-chess
good read
"Focus on decision quality, not outcomes.Читать полностью…
Pick environments where your skills give you an edge.
Waiting for certainty often means missing the opportunity.
Unlike poker, life has asymmetric upside—a single opportunity can be a 1000x.
Seek positive black swans but survive long enough for them to play out."
CZ all out annoucing support for Binance related projects
- ASTER (Aster DEX) after HYPE and AVNT gaining traction
- TWT (Trust wallet) after news of Metamask token dropping their token
https://www.youtube.com/watch?v=f_UUGhFN8VE
MNT Utility
- Trading Fee Discounts when paying fees in MNT
- Potential tokenomics upgrade (buyback, burn)
- MNT used as collateral, for staking, and possibly for payments
Value capture
- Bybit generates ~$4B annualized revenue; currently, no direct revenue share goes to MNT
- If 20–50% of VIP traders use MNT to pay fees, this could create significant token demand & sink
- Long-term goal: connect CEX liquidity to on-chain settlement and allow institutional-grade trading directly on Mantle
gMNT
https://medium.com/limit-break/limit-break-amm-the-liquidity-layer-built-for-apptokens-51b6c5ee8eb7
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https://www.workingtheorys.com/p/the-self?r=3i8jv&utm_medium=ios&triedRedirect=true
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https://alearesearch.substack.com/p/ventuals-opening-the-innovation-economy
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https://www.internetempires.com/p/7-insights-from-hosting-50-creators-at-a16z
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RedStone: The Fastest-Growing
Blockchain Oracle Report
RedStone has rapidly become the fastest-growing oracle provider in DeFi
- Securing $9B TVS across 110+ chains with modular push/pull oracles, advanced feeds (LRTs, RWA, PoR, yield-bearing stables), and sub-2.4ms delivery
- With its acquisition of Credora’s DeFi ratings platform and integrations with tokenized assets like BlackRock BUIDL and VanEck VBILL, RedStone is evolving into a vertically integrated data and intelligence powerhouse
Read more here: https://assets.dlnews.com/dlresearch/DL_Research_Report_RedStone_The_Fastest_Growing_Blockchain_Oracle_Report.pdf
https://a16zcrypto.com/posts/article/hiring-in-crypto/
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https://blog.pangea.foundation/under-the-microscope-aave/
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https://x.com/legiondotcc/status/1968676587085144291?s=12&t=2q9OLMlaobNlHLewOXT4uA
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gMNT
Comp sheet by Nemo
https://x.com/cptn3mox/status/1968702603048693817
https://www.coinbase.com/en-gb/blog/earn-competitive-yields-by-lending-your-usdc
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Plasma - Redefining Stablecoin Settlement
https://assets.dlnews.com/dlresearch/DL_Research_Report_Plasma_Redefining_Stablecoin_Settlement_v3.pdf
https://x.com/i/broadcasts/1BRJjgOPzzNxw
Metamask token soon.tm
https://x.com/0xcheeezzyyyy/status/1968850935289155996?s=12&t=2q9OLMlaobNlHLewOXT4uA
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https://quoththeraven.substack.com/p/intel-reminds-me-of-apple-in-1997
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https://www.nfx.com/post/cybersecurity-belongs-to-startups
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https://x.com/foobiusv/status/1968715194961445341?s=46&t=2q9OLMlaobNlHLewOXT4uA
Cards and Aster this month 🤙
https://x.com/defisquared/status/1968723355156234730?s=46&t=2q9OLMlaobNlHLewOXT4uA
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https://x.com/sealaunch_/status/1968692411082702896?s=46&t=2q9OLMlaobNlHLewOXT4uA
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https://x.com/0xLouisT/status/1968715402995003424
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https://x.com/binance/status/1968707568684913134
holyshit
https://x.com/LuckyXBT__/status/1968618984749556093
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https://metamask.io/news/self-custody-in-the-era-of-agents
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