DEFI HOARDER retweeted
Aave DAO has approved incentives for the Coinbase Tokenized Stocks market on @base.
Tokenized stocks are only available in eligible jurisdictions outside of the U.S.
DEFI HOARDER retweeted
If you own a Ledger, please take this seriously.
A device can pass Ledger’s authenticity check and still contain a hidden implant designed to steal your crypto.
I want to explain this simply, because “Ledger got hacked” doesn’t tell people what actually happened or what to do.
Researchers have found genuine Ledger devices with extra hardware hidden inside, sometimes beneath the screen.
When your 24 recovery words appear during setup, that hardware can read them and send them to an attacker through its own mobile connection.
Those words are effectively the master key to your wallet. Anyone who has them can access the funds without your Ledger, your PIN or your permission.
The device can keep working normally. The authenticity check can still pass because the original Ledger chip is genuine.
That’s the frightening part. Everything can look fine.
Ledger has confirmed an implant in an affected device linked to CryptoBilis, an authorized reseller in Southeast Asia.
@0xJohannes_ has also reported finding modified devices bought at two MediaMarkt stores in Europe. I would absolutely take them seriously.
This does not establish that every Ledger is compromised. Ledger says its own systems and direct sales remain unaffected.
My advice right now:
Check where you bought your device TODAY. If it came from CryptoBilis and you haven’t set it up, don’t. If you recently bought through MediaMarkt, contact official Ledger support about the reported findings before using it.
If you used a CryptoBilis device, or have credible reason to suspect yours was tampered with, stop adding funds. Move your assets promptly to a trusted wallet with a NEW recovery phrase generated on a separate, trusted device. Buy replacement hardware directly from the manufacturer.
Do not assume restoring your existing 24 words onto a new device solves this. If someone already copied those words, they still have access. Changing your PIN won’t fix that either.
For physical inspection, follow Ledger’s official guide or get qualified help. Don’t assume a quick look inside proves it’s safe, and don’t damage or reset your only working device before securing access to your funds.
Never enter your recovery words into a website, send them to “support” or follow a wallet-verification link from a DM. Go directly to support.ledger.com yourself.
And please don’t confuse “my funds are still there” with “my wallet is safe.”
Someone with your recovery words can wait.
I’d rather deal with this today than discover tomorrow that years of accumulating are gone.
Stay safe.
DEFI HOARDER retweeted
Bitwise just bought another $1.17M $LINK from Wintermute.
Chainlink ETFs saw nearly $12m in net inflows over 3 straight days.
Total net ETF inflows into Chainlink have topped $230m.
Investors are really bullish. Buying every dip and holding tight as prices rise!
DEFI HOARDER retweeted
$NEAR is trading at ~$5. Bitwise's base case price target implies a ~40x by 2030.
Matt Hougan's reframe is simple: a 40-50x still makes NEAR less valuable than Ethereum is today.
"Is it absurd to think that the fundamental layer on which agentic finance takes place is less valuable at maturity than Ethereum is today at the depths of the bear market?"
FT @RasterlyRock @Matt_Hougan @BitcoinJesusETH @Nexo
Bitwise thinks Near could 30x by 2030. But here's the crazy part: That's only their base case.
Their bull case? Over $500.
And @Matt_Hougan thinks they might be underestimating the opportunity.
The thesis? Near could become the infrastructure powering an entire economy of AI agents.
FT @BitcoinJesusETH @RasterlyRock
⏱ TIME POINTS ⏱
00:00 - Intro
00:57 - Bitcoin Pullback: Bull Market Over?
02:58 - How Wall Street Views the Bitcoin Crash
04:56 - Get Milk Road PRO for Just $1
05:14 - Will Fed Rate Hikes Crush Bitcoin?
07:11 - What 15 Major Institutions Revealed About Crypto
11:08 - Why Institutions Bought the 50% Crash
12:48 - Why Family Offices Bet Bigger on Crypto
15:54 - Are Altcoins About to Explode?
17:35 - Why Bitwise Is Betting on NEAR
19:26 - NEAR's Evolution and Investment Thesis
22:41 - What Makes NEAR Different?
25:04 - How NEAR Could 30x by 2030
29:38 - Will Finance Move On-Chain by 2030?
30:49 - Why Bitwise Is Betting on Lighter
33:30 - Hyperliquid vs. Lighter: Who Wins?
34:55 - Sponsor: Nexo
35:30 - How Big Could the Perps Market Get?
37:07 - Will US Regulators Unlock DeFi?
39:54 - Bitcoin's Q4 Outlook: What's Next?
42:49 - Bitwise's Next Big On-Chain Bets
44:26 - What's Next for Bitwise Research?
46:03 - Where to Follow Matt and Ryan
DEFI HOARDER retweeted
ethereum:0x6f40d4a6237c257fff2db00fa0510deeecd303eb is showing great strength compared to the market.
I think it's the right time to take another look at my article about catalysts waiting for the project in q4 and this month in particular. A lot of new revenue sources are coming, bullish on ethereum:0x6f40d4a6237c257fff2db00fa0510deeecd303eb and team to ship.
disclosure: Gadwell holds ethereum:0x6f40d4a6237c257fff2db00fa0510deeecd303eb
DEFI HOARDER retweeted
.@aave’s net income went up every month of Q3, from $1.1M in July to $1.6M in September.
Net margin moved the same way: 18.2%, then 21.8%, then 23.8%.
Most of that came from lower costs. Expenses were down $7.0M (-32%) on Q2, mainly because Q2 included a one-off $5M upfront payment to Aave Labs.
$4.0M in net income for the quarter, +49.7% vs Q2 (excl. DeFi United).
Full Q3 report ↓
DEFI HOARDER retweeted
$PENDLE has my attention here..
cuz i’m bullish on giving stock investors more reasons to use DeFi, and this is a pretty interesting one..
its new superNVDA and superTSLA markets let you do 2 things:
- buy PT to lock in a return until April 8, 2027. you buy at a discount and redeem at maturity, with the return measured in stock tokens. so you could end up with more Nvidia exposure even if its dollar price falls.
- buy YT if you think the strategy will earn more yield than the market is pricing in. you collect that yield until maturity, but YT expires worthless, so it needs to earn back what you paid.
and where does the yield come from?
these “super” tokens represent Superform vaults that borrow USDC against tokenized stocks and deploy it into yield strategies, with incentives on top.
there’s borrowing cost and liquidation risk underneath.
for a stock holder, that’s another way to put their exposure to work.
and for a yield trader, it’s another market to trade.
so if this finds an audience, Pendle gets activity from people who might never have touched DeFi otherwise..
Earn Stocks on @Base by @superformxyz is now live on Pendle
🔹SuperNVDA (8 Apr 2027 maturity)
🔹SuperTSLA (8 Apr 2027 maturity)
Lock in a fixed yield on tokenised Nvidia and Tesla stocks, or long the vault yield 🧵
DEFI HOARDER retweeted
Asked Defillama which protocols will benefit the most with these Trillions of dollars coming.
$PENDLE is my pick from this list.
DEFI HOARDER retweeted
Franklin Templeton’s high yield corporate bond ETF, now on Pendle.
Introducing @Ondo FLHYon (10 Dec 2026 maturity).
Bond desks have traded coupons separately from principal since the 80s, and now you can do the same onchain for RWA corporate credit on Pendle.
DEFI HOARDER retweeted
DeFi TVL is still down 44% from ATH.
So many projects will see a surge in their revenue as liquidity slowly starts flowing back into DeFi.
Bullish on revenue-generating DeFi coins that can benefit from this growth.
DEFI HOARDER retweeted
I'm getting increasingly bullish on @pendle_fi.
A few days ago, I talked about how Pendle has reduced its dependence on individual pools, making its TVL much more diversified and sustainable.
But there's another trend I find even more interesting: RWAs.
Pendle started exploring this sector in 2025, but growth has really accelerated in 2026.
> Early 2026: ~4%
> Today: 27.6%
Reinsurance has been one of the biggest drivers, largely thanks to @re.
And this matters a lot. Pendle is no longer relying on crypto-native yield opportunities. It's expanding into entirely different sources of yield.
I've always said Pendle moves incredibly fast, but the execution over the last few months has been impressive.
One thing I've always disliked about Pendle is how dependent its TVL can be on maturities.
But I think @pendle_fi deserves a lot of credit for how quickly they've been expanding into RWAs and new protocols.
Back in September, Pendle's concentration was insane:
> Largest market (@ethena 's USDe): ~40% of TVL
> Top 3 markets: 62%
> Top 5 markets: 79%
Now look at the current distribution:
> Largest market: reUSD from @re
> Top 3 markets: 34%
> Top 5 markets: 47%
That's a massive improvement.
I'm bullish on this because reducing dependence on individual protocols and markets makes Pendle more sustainable over time. Maturity-driven outflows will always exist, but their impact becomes smaller.
And I think this could eventually translate into better performance for ethereum:0x808507121b80c02388fad14726482e061b8da827 itself.
The team made significant changes to its tokenomics months ago, and I believe we could start seeing their impact soon.
DEFI HOARDER retweeted
That is correct.
People genuinely don't understand what $LINK is doing, and should they?
At the end of the day, you don't understand HTTPS either.
However, if you'd want to build an investment thesis on a certain token, you'll be required to be doing this and your conclusion will be that $LINK is heavily undervalued.
DEFI HOARDER retweeted
NEWS: Cardano $ADA broke its 5-year-old record for the most transactions processed in a single epoch. 🔥
In Epoch 660, Cardano processed 1,780,896 transactions, surpassing the previous record of 1,566,974 set in November 2021.
Great to see!
DEFI HOARDER retweeted
ysyBOLD is coming as a collateral asset to @InverseFinance FiRM this week.
the use case:
- deposit ysyBOLD (earning ~5% APR)
- borrow DOLA at a rate you buy upfront and lock in
- loop it up in a single transaction and capture the spread 👀
👇
Who wants to loop $ysyBOLD?
A new proposal on @InverseFinance aims to create a market that would allow users to loop yield-bearing BOLD by @yearnfi.
With a long-term APY of ~6%, that would make for some juicy yields.
Got $INV?
Vote now: inverse.finance/governance/p…
DEFI HOARDER retweeted
More of Wall Street is landing on Mantle than ever before, and it’s all open to anyone.
Tokenized stock circulating supply is up 40% in six months, per @blockworksres.
Each one tradeable 24/7, and productive the moment you hold or LP on @Fluxion_network and @MerchantMoe_xyz.
DEFI HOARDER retweeted
As expected. The upcoming @AerodromeFi upgrade introduces a much stronger economic model for $AERO.
Previously, veAERO revenue came primarily from trading fees and liquidity incentives. Now Aero is expanding its revenue potential:
• Internal MEV Auctions - capturing MEV value within the ecosystem.
• Metaswaps - additional revenue from cross-chain swaps and aggregation.
• Autopilot - potential fees from automated position management.
• NFT Marketplace - fees from trading sAERO positions.
• Buyback & Burn - additional mechanisms to reduce token supply.
• No more rebases - eliminating a source of additional token issuance.
The first two revenue streams are planned for launch, with the others on the roadmap.
To me, this creates a strong foundation for significant $AERO value appreciation.
If actual annual inflation lands within the team’s projected 8-12% range, while new revenue streams start delivering, Aero could become a substantially more efficient economic engine.
And here’s the most interesting part:
The market may begin repricing $AERO long before the increase in actual revenue becomes obvious in the data.
That’s where I see the real opportunity.
@aeroxyz
