Insight for your long-term investment
Joined April 2025
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Right now, crypto only have some vertical seem solid and mainstream atm we can ape until new $BTC high.
$BTC - stored of value. Still batteling this position with $XAU/GOLD for a while now.
Payment infra for insti: $ETH, $SUI, $SOL,... fighting for this no clear winner yet.
Stablecoin: Tether the goat here, sadly we can't ape into it.
Online gambling venue:
- Lender: ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9
- Coins counter: $UNI
- Bet-everthing casino: hyperliquid:native . FYI ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 have an advantage due to how CLARITY Act might F up
NFA
. @solana hit $192B in p2p stablecoin volume in march.
That's an ATH.
Not total DEX volume or not protocol volume.
It's peer-to-peer, person to person.
This is what payment infrastructure looks like when fees compress to near-zero and settlement is instant.
The rails are being laid in real time.
Nearly one year after the @CetusProtocol attack, when its market share dropped to 0% within a week, Cetus has made a strong comeback.
It is now the #1 DEX on Sui by volume, capturing 45% of total volume in March 2026.
What a comeback !🐳
Tag some Cetus & Cetus Margin who might like this article
@amywph
@pikapikasui
@waylicechang
@_ToreroRomero
@Semilore_Isaiah
@henrybuild
@Philose
@AchieverBuilds
@OlamiPo___
@Louis_forbes2
@Cryp_Naut
@AnayoPhd
@PhamHauVan103
@Cleverman_Alex
@penguinowen626
Nerdy Node retweeted
Building fully on-chain perpetuals has never been easy.
Most perp DEXs compromise by moving the hardest components off-chain to improve efficiency and user experience
Meet @PhoenixTrade , a team that spent more than 3 years removing these bottlenecks 🧵
(1/12)
Nerdy Node retweeted
🍊@CitreaKorea에 관련해서 정말 깔끔하게 정리된 리서치가 있어서 공유 드립니다.
시트레아에 대해 더 알고싶으신 분들은 읽어보셔도 좋을 것 같습니다🙂
🤝 Paid partnership
Tag some @DeepBookonSui Degens who might vibe with this article.
@matteodotsui
@EmanAbio
@joinMovEX
@Philose
@AnayoPhd
@Cleverman_Alex
@callmeeern
@Silverhard_
@suininja
Tag some Cetus & DLMM maxis who might like this article
@amywph
@pikapikasui
@waylicechang
@_ToreroRomero
@Semilore_Isaiah
@henrybuild
@Philose
@AchieverBuilds
@OlamiPo___
@Louis_forbes2
@Cryp_Naut
@AnayoPhd
@PhamHauVan103
@Cleverman_Alex
@penguinowen626
Tagging some $WAL veterans who may like this article
@RJ_Simmonds
@GDanezis
@EmanAbio
@aaonchain
@kjsayshey
@matteodotsui
@chowtato
@lawrence_tilli
@veets__
@thenouxnoux
@Walrus_CN
@Walrus_VN
@SuiCommunity
@Silverhard_
Bitcoin over the weekend dropped to $75k reflecting a repeat of the same price movement in the same period prior to January 2025 but there are differences in internal structure compared to the previous year : LTH continues to buy net, STH is under partial breakeven pressure & short-term stop loss.
Can read more DeFi news from my post here: teapawt.net/Nerdy_node/status/2018…
