we are all someone's exit liquidity
Joined January 2015
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Silver is on the US critical minerals list now
Tat's not a price call, it's a supply call. Governments don't classify something as critical because investors like it, they do it because industry can't operate without it and the supply isn't guaranteed
Which is the same reason manufacturers would rather lease the metal than buy it outright. @theo_xyz sits on that side of the trade with thSLVR, the companies that need silver pay to borrow it and holders collect the fee
Size always matters. Whoever told you it doesn't just wanted to be nice and didn't want to hurt you
Don't ask me how I know that lol
We need to stop creating new apps and projects just for the sake of it.
What we need to do is bring in real users and convince them to actually use what we've already built.
We have enough projects, L2s, apps, perps, and everything else.
What we need are real users who come back and use these apps daily.
And honestly, we don't need to do that much. Just build something good that people actually need, and they'll recognize its value and start using it.
Alex The Black Cap 🐂 🀄️ retweeted
@theo_xyz is probably the least exciting project i follow and that's the point
No token narrative, no new chain, no farming theater. a company leases physical silver to a solar plant, the solar plant pays a fee, holders get the fee
That's it. Same mechanism that's existed in metals for a century, just with the income pointed somewhere new
Finally someone saying it plainly
The part people skip is that none of this is a loophole. Bundling pays because the fee structure rewards launches, not outcomes
You don’t need bad actors for that to produce exactly what we’re seeing
Alex The Black Cap 🐂 🀄️ retweeted
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The setup he describes is close to what dialectic runs on @makinafi, aave collateral with the borrowed usdc put to work.
Where they differ is who manages it and what you can see. Every operator move on makina is onchain and visible on the dashboard which makes a pretty big difference
Superform is one of the RWA projects I'd watch going into the next cycle. TVL across its Base products is up ~38% since mid-August, from $4.2M to $5.8M.
With Earn Stocks, you put up a Coinbase stock token as collateral on Aave. The vault borrows USDC and lends it through Morpho when the yield clears borrow costs, fees and a buffer. You keep the stock exposure, with any extra return coming from the net spread.
I can see the appeal of keeping your NVDA exposure and earning some yield on it through one app. Coinbase, Aave and Morpho are all part of that setup.
There's still a lot to prove. Total TVL is ~$16.8M, down 91% from the peak, and the stock vaults have launch incentives. You're also borrowing against stocks, so a price drop can put that collateral at risk of liquidation.
I'd take the stock product more seriously if deposits stay after the rewards end and the carry works without them.
I'm bullish on the RWA use case here. If tokenized stocks catch on next cycle, I can see people wanting to earn on that exposure as well as trade it.
Alex The Black Cap 🐂 🀄️ retweeted
The second point is the one people underestimate
When a new yield category opens, being early matters, and most operators lose that window building infra instead of running the strategy..
Why operators like @Dialectic_Group use Makina to manage onchain strategies:
When cross-chain opportunities exist in DeFi, Makina allows them to capture that yield.
or
When a new strategy category opens, like yielding on tokenized stocks, they can launch new vaults in days.
Spent the morning trying to understand why semis were red again while the Dow was up over 1%.
The answer isn’t AI sentiment. It’s that the cost of insuring CoreWeave’s debt against default just hit a record high. Money rotated out of chips and into Treasuries, pharma, and materials. That’s a credit rotation, not a tech selloff.
And that reframes the whole AI trade. Everyone’s been arguing about whether the capex is justified by future revenue. The more immediate question is who borrowed to build the data centers and what happens to them at these rates. PPI came in at 6.3% year over year, the highest in four years. Rates aren’t coming down to save anyone.
I don’t know how this plays out. But the last time a boom got financed with debt instead of cash flow, the story didn’t end with the technology being wrong. It ended with the wrong people owning it.
I can't think of any other guy being at the top except @blknoiz06
Motion is the new moat.
So we ranked the internet by it. Who did we get wrong?
leaderboard.motion.game
Uptober isn’t a thesis, it’s a hashtag.
Hot CPI, rate hike fears back on the table, risk assets red across the board. Nothing about the calendar changes that.
I’d rather plan for chop into December than wait for a month to save me.
Worth noting what’s actually leaving.
Binance never published results for the pool and never gave a reason for closing it. Six years of operation and the public gets a deadline, not an explanation.
That’s the deal with hosted mining infrastructure, it’s someone’s line item and you find out when it isn’t
even binance is closing chapters.
binance pool and its related mining services will shut down on november 10. miners will need to move their machines to another pool.
a company can remain a crypto giant while deciding that a business built around $btc no longer belongs in its plans.
the announcement doesn’t explain the specific reason, but it’s a reminder that believing in an asset and wanting to run a business around it are two different things.
bitcoin keeps running. the businesses around it keep changing.
What I'm watching next is whether other protocols on base start accepting these y tickers
A yAAPLc that can go into a pool or a lending market is a lot more interesting than one that just sits in a wallet
Tokenized stocks have unique tickers on Base.
e.g. AAPL is AAPLc
When you deposit that stock in a Machine on @makinafi to earn yield, you receive back in your wallet a “Machine Token” that represents your share of the strategy.
e.g. Deposit AAPLc and get yAAPLc
So, why the y?
Alex The Black Cap 🐂 🀄️ retweeted
Before you buy your next challenge, run it through PropsRadar.xyz.
You might find a better price.
You might find rules that fit your strategy better.
Or you might confirm you already found the right one.
That’s what comparison is for.
