What makes thUSD from @theo_xyz interesting to me is the strategy behind its yield
Instead of relying on temporary DeFi rewards thUSD uses a gold-backed strategy built around boosted Morpho lending with a 6-month lock to target 11% APY
I like that there's an actual strategy behind the return rather than simply offering a high number to attract deposits, getting yield while having exposure to a gold-backed product makes thUSD stand out from the usual stablecoin options
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Throwing trash into the sky is bad...
In the summer of 2008, extreme sports legend Travis Pastrana performed one of the most daring stunts imaginable: jumping from an airplane without wearing a parachute.
As he plummeted toward Earth at tremendous speed, Pastrana relied entirely on a team of experienced skydivers to intercept him in midair. The stunt demanded extraordinary coordination, precise timing, and complete trust, as his friends maneuvered into position, caught him during freefall, and helped bring him safely back to the ground using their parachutes.
What made the stunt so remarkable wasn’t simply the danger involved, but the incredible level of faith Pastrana placed in the people around him. A single mistake could have been fatal, yet the team successfully executed a maneuver that seemed almost impossible.
More than just another extreme sports spectacle, the jump became an unforgettable demonstration of teamwork, courage, and trust under extraordinary circumstances. Pastrana literally put his life in his friends’ hands while falling from the sky.
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some days everything goes according to plan, other days you just improvise and hope for the best
that's life
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I'd prove you wrong by simply showing you what @o2dotapp Turbo offers: no evals, 100% profit split, instant USDC withdrawals, no payout days and no consistency rules
I'll let you decide after that 👀
Jordan retweeted
A lot of projects are focused on bringing stocks onchain, but @makinafi is looking at what comes next
Using tokenized equities as collateral, borrowing against them and deploying that liquidity into strategies creates another way to make stock holdings productive
Tokenized stocks have so much more potential than just being tradable onchain, giving holders more ways to use their assets, access liquidity and put their capital to work without giving up their stock exposure could bring an entirely new level of utility to DeFi
I've been into tokenized stocks since they were barely a thing on-chain. First, it was just the exposure, then weekend trading, then on September 25, Aave started accepting the Coinbase Mag7 as collateral on Base. I figured someone would build on that fast, and ten days later, Dialectic had seven Machines live on @makinafi.
Here's what actually happens when you put a stock in one. You deposit TSLAc and get yTSLAc back. The Machine posts the TSLAc on Aave V4, borrows USDC against it, and right now that USDC sits in another Makina Machine on Base, where Dialectic runs the strategy. The holdings page shows all of it: the Tesla collateral, the USDC debt, and where the borrowed money is.
The Machine token is priced in the stock itself, so yTSLAc doesn't track dollars, it tracks how much TSLAc each share is worth. If the strategy earns more than the borrow costs, that number slowly ticks up.
What made me comfortable is that Dialectic can only run pre-approved actions, and anything outside that list gets rejected on-chain. On the Steakhouse Machine, depositors can now even veto changes before they go live.
The risk is real, though. Google's earnings drop last week is exactly the kind of day that tests a borrow against a stock, and redeeming takes time because real positions have to unwind.
funny how the older you get, the more you appreciate a quiet evening with no plans and nothing you need to worry about
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some days you just need to log off, get some fresh air and remember there's more to life than staring at charts all day
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AI is getting better every week, but I still think the most interesting part is what people will actually build with it
we're probably only seeing the beginning
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Silver feels overlooked compared to gold, especially considering how much it's used in solar panels, electronics, EVs and other industries
Been looking into $thSLVR lately, which gives exposure to silver while generating yield through silver leasing. With industrial demand continuing to grow, I like the idea of getting both exposure to the metal and some yield while holding it
Pokemon scalpers are getting out of hand lately
I get that people want to make money, but it's annoying seeing genuine fans struggle to find products at retail because everything gets bought up just to be resold at a crazy markup
let people enjoy Pokemon without turning every release into a business
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Pushback like this usually means something is working. companies don't object to things nobody uses
And the part they'll find hardest to slow down is what happens after the stock is onchain. On base, the Mag7 machines on @makinafi already use tokenized stocks as collateral and run strategies on the borrowed usdc while holders keep the exposure
🚨 WALL STREET IS PUSHING BACK AGAINST TOKENIZED STOCKS!
Wells Fargo, Arm and other companies are objecting to their shares being tokenized.
Meanwhile, crypto companies are pushing for 24/7 trading and faster settlement.
I think tokenization is inevitable, but it's becoming obvious that not everyone wants to move at the same speed.
$RWA is going to be one interesting sector to watch.
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