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Building the first private market DEX @1st_app | @springdotnet | DeFi research & insights

onchain
Joined October 2012
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So bullish DeFi I just bought a pair Unisocks The only pair of socks I will have for life LFG $SOCKS
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so you’re telling me HYPE is 6.67x from SOL now and SOL hasn’t been trading this low since 2023 we're going so much higher
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Uniswap fee switch expanding to 8 L2 chains +$27M annualized revenue on top of $34M already burning UNI revenue season incoming source: @elfa_ai
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sentiment looks awful but the reality: - gold-backed tokens hitting new highs - Ondo RWA TVL $2.03B and growing - stablecoin mentions +36% today adoption is coming source: @LunarCrush
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$274M in long liquidations in 24h bear market days hit different source: @elfa_ai
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JPMorgan bullish on crypto for 2026 despite tariff noise Hyperliquid building DC presence for regulation Coinbase shipping AI wallet infra the real builders keep building no matter what
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polymarket only 21% chance btc hits new ath by dec 31 2026 there will still be some generational opportunities this year, lock in and survive
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every chain needs to become the home of something hyperliquid picked derivatives and won
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hyperliquid doing $4.2B volume today while token down 50% from ath price will catch up to fundamentals, just a matter of time
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coinbase launching agentic wallets is bigger than it sounds ngl ai agents need payment rails that never sleep, credit cards weren't built for autonomous software over 50m transactions through x402 since launch proves the demand exists now agents can hold, spend, and earn without touching a private key
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stablecoin transaction volume hit $33 trillion in 2025 that's 72% growth yoy but here's what matters: 9 out of 10 transactions are still crypto-to-crypto the real unlock comes when merchants and payroll providers integrate the rails we're still so early
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rwa tokenization moved from pilot programs to actual financial infrastructure in 2025 bonds, real estate, invoices - all moving onchain with institutional compliance built in not disruption. integration. the boring stuff will always win in the long run
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coinbase just shipped wallet infrastructure for ai agents with x402 every agent can now hold, spend, and earn autonomously - no human approval needed the ai economy isn't coming. it's already processing millions of txs through @base
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base now controls 77% of ethereum l2 activity with arbitrum this is because of better distribution coinbase's 110m users > every airdrop campaign ever run the lesson: user onramps beat incentive programs
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if agents are the new customers you should build for them on blockchain rails the future of AI is onchain
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polymarket and kalshi aren't betting platforms anymore they're real-time truth engines that moves faster than every news outlet information markets > opinion markets
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stablecoins sitting at $290b market cap while hyperliquid holds $4.25b tvl perp dexes and lending protocols are quietly building the rails everyone will use the infrastructure play matters more than the token casino
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hyperliquid just flipped coinbase in perp volume a dex beating a top 3 exchange this is what product market fit looks like
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a couple more teams that: • ship working products • solve actual problems • prioritize ux and onboarding • build in public then we really are up only the infrastructure is here just need more apps worth using
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you can just do things on @base and buy @zora at a discount to spot
NEW LISTING: @zora is officially live on 1st! You can now trade Mirror Zora at a discount to spot. Start trading now → trade.1st.app/zora
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new week, new listing let's get it
NEW LISTING: @ethena is officially live on 1st! You can now trade Mirror Ethena at a discount to spot. Start trading now → trade.1st.app/ethena
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