Investor. Active portfolio: Avax, Aave, Aero, Arena, Salvor, Blaze! Feel free to FOLLOW but posts are NFA, DYOR.

Joined April 2020
I sold my flat in 2015, moved to Japan, lived there for 3y. Joined all tech events in Tokyo btw 2015-2018. I learned a lot about blockchains, i lost money in 2018 dump, I started following @el33th4xor. Sometimes i wondered why i was in Japan anyways. Now i am all in for $Avax ❤️
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I am new to Aero community and trying things last few days while also accumulating $Aero which I like better and better everyday. However I was almost caught up with a scam in below TG channel which looks pretty legitimate with thousands of users. I was trying to simply stake $Aero in brand new staking site. But since there are old tokens and new tokens in circulation at the moment if you got old ones you need to upgrade them and that’s where I was almost hooked up with a scam. You should only upgrade from the legacy official site, there is no complicated node fixing or mumbo jumbo which is used to scam people in this TG channel. Be aware 👋
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Inverse Schiff Strategy pays off apparently.
If you invested $100 every time Peter Schiff said Bitcoin will crash since 2017, you would be up $431,155 on your investment. He has called for a Bitcoin crash 1,439 times on X since 2017.
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very important inside info. dems went too far as it always happen everywhere with complacency. and here we are everyone is fucked up.
Replying to @mehdirhasan
I’m telling you how the democrats took 98% support from the tech/finance/business/media communities and gifted it to the @GOP Joe Rogan, Elon, Chamath, Larry and Sergey, Zuck and every leader in tech not named Peter Thiel was 100% behind Obama and even Hilary Then dems vilified anyone who didn’t meet their insane woke standard, and Bernie, Biden, Warren and Kamala started attacking builders instead of working with them. That’s how we got here, the left kicked us all out of the party and the GOP encouraged everyone to come into their tent ⛺️ I tried my best to keep my friends moderate and independent (like me), but it was impossible because of the lawfare. This is just an accurate, insiders account from someone who watched it happen My hope is @RahmEmanuel can be the moderate voice of reason and bring the Democratic Party back to its senses
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Aero stocks earning time!!! MSFT + GOOGL on the 28th and AMZN on the 29th Staking in these, let's see if volume responds to earnings.
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Sugoyi desuneeeeeee 🥋
Fights Among Teachers and Students
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survive while hodling & dcaing!!! receipt of building crypto wealth, not simple.
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Will be loading up more $Aave & $Aero if $Btc goes below $80k. Would be great opportunity for me especially to increase my $Aero bag 🚀👍
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No need to look at any other chart. The fact that BTC and ALTs are holding tight is unbelievably bullish. But nothing good comes out of this chart.
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Avalanche is very quiet, something big is coming I feel it. Quiet periods are where the actual business and building are done. Still hodling with super conviction. Avax is my L1 play, i insist.
WSX WATCH: @BlackRock BUIDL fund is showing a stronger presence on Avalanche, with $481.81 million allocated to the network compared with $422.72 million on @Ethereum. The shift is notable given BlackRock’s massive $15.5 trillion in assets under management and the fund’s total value of $2.17 billion. @Solana remains the only network holding a larger share of BUIDL than Avalanche. @avax could be gaining traction as institutional interest in tokenized real-world assets continues to expand.
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This I like 👍 Now I am learning more about Aero 🫡
Aerodrome earned $63.34M in revenue from January 1 to October 19, and all of it went to stakers. That is more than $216,000 a day. @aeroxyz
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$Aave is a special bread. Very special. And it’s still very early days to join the historic ride on 21st century Finance.
🚨AAVE TO ADD BUYBACKS, STAKING AND BURNS IN NEW TOKENOMICS! Aave founder @StaniKulechov said on the protocol’s Q3 livestream that Aavenomics 3.0 will include ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 buybacks, staking, and burns. Buybacks have been paused since April 19, the day after the rsETH bridge exploit. Since then the DAO has committed 25,000 $ETH to the DeFi United recovery effort and lined up a credit line of up to 30,000 $ETH from Mantle. A permanent burn mechanism would be a step up from previous buybacks that simply sat in the treasury.
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what else left there for any other decentralized lending borrowing market to compete on with Aave? well, nothing.
The first externally curated markets on Aave V4 are now live, with strategy by @SentoraHQ. Users can borrow RLUSD, PYUSD, and OUSD against yield-bearing and blue-chip collateral across three new markets on @ethereum.
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GM GM fellas, Be cautious out there. Anyways there is not much to do in crypto we hodle so don’t touch much wallet, websites, apps for a few days. 👻🔺🚀
Two critical vulnerabilities have been identified in PHP, a widely used programming language that powers websites and web applications. These vulnerabilities (CVE-2026-109618 and CVE-2026-109619) could allow malicious cyber actors to remotely execute code in PHP core, potentially compromising sensitive data and networks. The FBI urges organizations to take the following steps now: ➡️ If an immediate update is not feasible it is recommended that organizations take the system offline until it can be fully mitigated. ➡️ Immediately update affected PHP installations following the guidance on php.net. Inventory where PHP runs in your environment, prioritizing internet-facing systems and vendor products that bundle PHP. ➡️ Monitor web servers for suspicious activity, including PHP processes unexpectedly launching command shells or downloading files. Ensure appropriate process-monitoring capabilities are in place to help identify potential exploitation. ➡️ If you find signs of compromise, isolate affected systems, preserve your web server and PHP logs, and report it to your local FBI field office or ic3.gov. Those reports help us identify the actors involved and warn other organizations before they become victims. For the latest information, follow PHP’s announcement on php.net, CERT-EU Security Advisory 2026-018, and CISA’s Known Exploited Vulnerabilities catalog.
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Lots of Security incidents today, here's some practical tips for those who just wanna protect yourself: 1) UPDATE EVERYTHING - main targets are: a) Browsers - Chrome, Safari, Firefox b) OS: : Settings -> General -> software update; Linux: sudo apt update && sudo apt upgrade; Windows: I think there's a button. Do this for any remote home servers & Openclaw/hermes boxes c) Phones: Update it all d) Desktop apps (Slack, Cursor, Discord, etc) 2) Limit web browsing this week: Stay within walled gardens (twitter, youtube, etc); don't click random links this week. Just wait until the patches go through. Do step 1 again after a week. 3) Avoid untrusted Wifi networks until your devices are updated 4) Stay vigilant about phishing emails offering "certificate fixes" or fraud updates 5) Have an iPhone 11-16? TURN BLUETOOTH OFF for the time being until apple patches come through. 6) Code/Dev: UPDATE ALL YOUR REPOS - @charliermarsh has already updated uv 0.13.4 which reacts to the eMudra incident for uv (Python), Typesript according to Claude has equivelant. Tell your agents to go and update all your active repos to update package manager across uv, npm, bun, cargo, etc etc What advice did I miss?
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DAO concept is still in its early days. It’s just natural that founders still control DAOs but in Aave’s case 99% of token supplies are in circulation so anyone is free to accumulate $Aave to have a final say in DAO. Whining will only lose you money. Aave will win framework is the best in the industry, is it perfect? Probably not but Tulip’s posts are not critiques but grudges for some reason 🤷‍♂️ I am comfortably holding $Aave There are always people whining in all ecosystems especially when prices are stressed.
The Labs team will insist you know nothing if you critique them. Meanwhile the token is down ~60% since ATH & down ~30% since they rugged the DAO FE. As it should be, they've shown you cannot trust them Do I not understand Aave or do they deliver literally $0 to token holders?
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Aave will win. Aave is winning already 🌷
Tulip is treating every dollar @Aave DAO spends as value extraction while ignoring what the DAO gets in return. 1. Aave Will Win Framework: The proposal expands the DAO's revenue sources by directing all Aave-branded product revenue towards it (directly related to point 4). Before then, there was a $50M annual buyback framework, proposed when Aave's annualized revenue based on 30d performance was ~$204M (about 25% of revenue). At today's ~$108M, the same fixed buyback would be ~46%, as a large share of that revenue came from LRT looping that unwound after the Kelp/LZ exploit. The $50M buyback allo had no programmatic link with protocol revenue, nor an equivalent mechanism to the one proposed by the Aave Will Win framework to ensure that revenue from Aave's growing product suite accrued to the DAO. The only reason why any token holder would oppose such a proposal is due to (a) spite or (b) wanting a better framework. However, (b) can be addressed later without wasting more time delaying a revenue distribution framework. 2. Pause AAVE buybacks: This was proposed by TokenLogic, not Aave Labs, and it was a good decision given the circumstances. The DAO used to have service providers who didn't perform proper due diligence on the assets they listed, specifically rsETH. Once LayerZero was hacked, $AAVE token holders paid the price. Aave faced ~$124M in estimated bad debt under one scenario, with another reaching $230M. That's roughly 2.5 years of buybacks. In order to rebuild Aave's balance sheet, TokenLogic proposed to pause buybacks. Also, if you look at the vast majority of successful organizations, they don't prioritize buybacks when they can put that capital toward growing the business. Aave is (a) rebuilding its balance sheet and (b) prioritizing growth efforts. 3. No rush to restart buybacks: The above paragraph applies here as well. Additionally, the Aave App could become Aave's largest distribution channel by orders of magnitude. Combine it with stable vaults and we can see an absurd number of financial institutions and fintechs using Aave in the back. In other words, Aave App can bring users and capital into Aave, while third-party fintech integrations could expand distribution further. Shipping Aave App and scaling it is +EV for the DAO, grants considered. At a ~13–14% take rate, the App needs to generate ~$36–38M in fees for the DAO to recoup the $5M bonus. If it becomes even a fraction of the distribution channel it could be, that's an easy bar. 4. The Aave Foundation: This initiative aims to formalize the DAO's ownership of the Aave IP. This matters because the Aave Will Win framework directs Aave-branded revenue to the DAO, and the Foundation is what gives the DAO legal ownership of that brand. Cayman was chosen because a foundation company under the Cayman Foundation Companies Act can exist without members or shareholders while still holding legal title, executing contracts, and appearing in court. That is what makes it possible to own the trademark and defend it without creating an owner who sits above the DAO. Tulip King is a gigabrain, but bad blood prevents a lot of very smart individuals from seeing how Aave is positioning itself to scale, succeed and benefit token holders. Truth is, even in rebuild mode, Aave trades at ~33x FDV/revenue. Kamino is at ~50x, Morpho generates no revenue at all.
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Purchase price doesn’t guarantee a great return but it significantly increases chances of a great return. Here are the projects I like and their token performances vs various data points.
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Only AI is in bull market, everything else is in big bear 🤦‍♂️
🚨 THE WORLD'S BIGGEST BANKS ARE CRASHING, AND IT IS A MAJOR WARNING FOR STOCK MARKETS. Banking stocks across the U.S., Europe, and Asia have fallen 15% to 30% from their recent highs, while major stock indexes are still trading near record levels. In the U.S., the KBW Nasdaq Bank Index has fallen roughly 13% from its August peak. It is also coming off its longest weekly losing streak since the 2008 financial crisis. Look at the damage among America's largest banks: • Bank of America: -24.5% • Capital One: -25% • Goldman Sachs: -24% • Morgan Stanley: -19% • Wells Fargo: -18.5% • Citigroup: -15% • JPMorgan: -11% And the situation in Europe is even worse. • Société Générale: -27% • BNP Paribas: -24% • Barclays: -23% • Deutsche Bank: -21% In Asia, the selling has been just as aggressive. • Bank Central Asia: -29.6% • Shinhan Financial: -20.7% • KB Financial: -20.6% • HDFC Bank: -19.1% • Commonwealth Bank: -18.7% Turkey's banking index is also down around 24.5% from its 52-week high. This is happening while global bond yields are rising, borrowing costs remain elevated, and economic growth is weakening. In the U.S. alone, banks are sitting on $326.7 BILLION in unrealized securities losses. Higher bond yields could put even more pressure on the value of their bond holdings. Meanwhile, American households are carrying trillions in mortgages, credit card debt, auto loans, and other obligations. If AI starts replacing workers on a large scale, millions of borrowers could struggle to make their payments. Even a 5% loss on an estimated $10 trillion in debt owed by Americans under 50 would mean $500 BILLION in potential losses. That is equivalent to nearly 20% of the U.S. banking system's reported $2.6 trillion in capital. And history gives us another reason to be concerned. Before the 2000, 2008, and 2020 stock market crashes, the KBW Bank Index peaked months before the S&P 500. Banking stocks started weakening while the broader market was still holding up. Now a similar divergence is appearing, with major banks falling sharply while the S&P 500 remains near its highs. If the banking selloff continues and credit conditions deteriorate, the pressure could spread to business lending, consumer spending, corporate earnings, and eventually the broader stock market. The biggest warning right now is that banks across multiple major economies are already in correction territory, while the rest of the market is still behaving as if nothing is wrong.
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And Standard Chartered had said $Aave to $3500 👀 They know something we know ;)
JUST IN: Banking giant Citi says $AAVE represents one of the most important real-world use cases for tokenized finance.
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