One of the biggest edges is the habit of thinking a few steps ahead. Being prepared for any scenario.

Euler: The Fastest-Growing Money Market of 2025 One of the key drivers behind this momentum is Euler’s agility in supporting emerging liquidity across both EVM and non-EVM ecosystems Other catalysts → PT assets from @pendle_fi These PTs now represent over $3B in market size and @eulerfinance currently hosts $234M in PT assets and account for 20% of all liquidity on the platform → A figure that’s growing on a parabolic curve Euler supports over 20 PT assets for lending and collateral use across multiple chains: @ethereum, @base, @BNBCHAIN, @SonicLabs, and @berachain If you're betting on yield-bearing narratives and fixed income DeFi → Euler is where it all converges

Most people in this space don’t have their own opinion. The same accounts who now spread FUD about Kaito were once its loudest supporters, and others are now just following them. I’m not here to defend or attack @KaitoAI – I’m neutral. It’s new tech, still experimental. That’s how you should view it. If you want to succeed, you must separate yourself from herd behavior. Be adaptable, spot opportunities, and think critically. Too many take hundreds of free dollars for doing what they pretend to love, then flip into blind negativity the moment things don’t go their way. Kaito is far from perfect. But until now we haven’t discovered a fully reliable launch method. The majority of pre-Kaito projects are below their TGE price. Kaito has shown great success when used correctly in combination with other strategies. In many cases, the issue wasn’t Kaito but the teams that allowed participation without on-chain activity. It’s early. The algo is evolving, and mistakes are part of the process. If you believe you know the “perfect” model, build it. The market will use it. But right now, we’re in an experimental sector, and iteration is how progress happens. Kaito is maturing. The 24/7 farmers who only chase rewards are burning out. Loyal contributors remain; they see rewards as a bonus, not the reason to show up. Attention is the asset, and Kaito leads in turning attention into impact. The next step is obvious: shift from measuring any attention to measuring valuable attention. That’s where Kaito still faces challenges. Big accounts with low-quality content often dominate leaderboards, while small but high-quality contributors struggle. Kaito still has work to do, but the direction is clear: improve the algo, reward quality, and refine campaigns. I believe Kaito is moving in the right direction. Stopping comment farming was the only right move to reduce spam. If they had kept comments, most participants would have been happy, but people outside Kaito were completely annoyed by the spam it created. I respect this step; even though it was unpopular, it will be positive for the space long-term, and I believe the same will be true for Kaito’s future. Don’t be the herd. Be the one who thinks for yourself.

The @FalconStable x @pendle_fi x @eulerfinance combo is one of the cleanest stablecoin yield opportunities rn. Falcon’s $sUSDf PTs on Pendle offer one of the top fixed APYs. The process is simple: use PT-sUSDf as collateral, borrow USDC, zap back into PT-sUSDf, and repeat. More in @0xCheeezzyyyy posts with an excellent infographic for clear understanding.

RT @kenodnb: Do you remember the @GammaSwapLabs Summer I mentioned in the thread below? This picture shows exactly what I meant. Congrats…

To my mind, this cycle thus far has been defined by three things: 1) the long-overdue recognition of crypto's superiority over tradfi rails 2) the entrance of tradfi capital flows into the crypto ecosystem, and... 3) crypto teams that have persevered through years of regulatory hell and bear market chop finally seeing the success they deserve. @maplefinance exemplifies all three better than any other project I can think of... This cycle is just beginning and the Maple / $SYRUP longship has only but barely begun its ascent to Valhalla :) Other than $QQQ and $COIN in stonk-land it is my biggest position, and I'm insanely excited to see the growth continue 💪

The stablecoin yield game is still going strong with a pretty play here across Falcon x Pendle x Euler. With @FalconStable's $sUSDf topping as the 5th highest stablecoin fixed implied APY on @pendle_fi backed with robust pool depth ($38.4M). This makes sizing into PTs attractive. This PT is then further composable on @eulerfinance's vault that supports collateralisation across 4 diff. stablecoin assets with high LTVs for capital efficient borrowing. Notably, PT-sUSDf/USDC pair offers the best depth ($1.7M) for leverage looping to max. on yields at 33.4% APY. Looping steps involved: 1⃣ Collateralise PT-sUSDf to borrow USDC 2⃣ Zap-in USDC to lock in moar fixed yields via PT-sUSDf 3⃣ Repeat the whole process Def. one of the most clean + capital efficient yield stacks out there, capitalise while its still gooood 🫡

AI models are smart. The problem, however, is that they are also skilled at deception. They make up facts, misquote sources, and hallucinate with confidence. @Mira_Network is the trust layer that filters out unverified AI outputs before they reach the user. Mira verifies AI outputs through a decentralized network of independent models. Instead of trusting one model’s answer, Mira breaks it into factual claims and sends them to multiple verifiers. Only claims that meet a configurable supermajority threshold across independent models are approved. According to team-reported production data, consensus has reduced hallucinations by up to ~90% across integrated apps. If multiple independently run models agree, the odds they’re wrong in the same way are extremely low. Team-reported results show accuracy improving from ~70% to ~96% when outputs are filtered through Mira. Each verification generates an encrypted, traceable certificate (with on-chain proof) that shows which models participated, how they voted, and what claims passed. This creates a transparent and auditable record that regulators, platforms, and users can trust. Mira is infrastructure, not an app. It integrates into AI pipelines used by chatbots, fintech tools, education platforms, and more. Verification runs in the background, silently filtering out false claims before the user sees them. Verification power comes from node operators running diverse AI models. They use compute provided by node delegators, people or entities who rent GPUs to the network and earn rewards for supporting accurate verification work. Leading partners include @ionet, @AethirCloud, @hyperbolic_labs, @exa_bits, and @SpheronFDN, which supply decentralized GPU infrastructure. This spreads verification across multiple independent providers, reducing the risk that any single entity can manipulate results. Mira’s economic incentives reward honest verification. Nodes that align with consensus earn more. Those that push false or manipulated results get penalized. This aligns the network’s financial incentives with the pursuit of truth. The benefits are simple: - Catch false AI outputs before they cause harm - Reduce bias by using diverse models - Create verifiable, reproducible AI results - Remove single points of failure in trust AI adoption will stall without trust. Mira Network offers a scalable, decentralized verification layer that makes AI safer for regulated industries, critical decisions, and high-volume environments.

Is this what DeFi summer looks like? @SiloFinance just got fresh grant from the @avax Foundation to fuel Avalanche markets. Fresh vaults from today by @VarlamoreCap: - USDT: 42.9% APR - AUSD: 42.2% APR @MEVCapital markets: - BTC.b: 5.8% - AVAX: 8.3% - USDC: 12% Silo currently offers one of the highest BTC yields in the market: up to 9.1%. Silo is on fire.

So @base is on the cusp of hitting $5B ATH in TVL & climbed to 6th place in DeFi rankings, passing Arbitrum. The momentum is real but most people are missing what's actually driving it🧵