
i like onchain | research analyst @redstone_defi
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Joined October 2024
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🟦 wars begun.
Why @aave just played a brilliant chess move against @MorphoLabs?
👇
There is no price feed update latency. I love you.
Bunnies, it's time to check your speed against RedStone Bolt ⚡
Win a @badbunnz_NFT from a pool of 3! More details below 👇
When they think they made a perfect chess play, but you're already 3 steps ahead.
Mark my words, Atom will be gurom.
Plot twist: Chainlink, with 700 employees, needed to buy Atlas to attempt to get what RedStone was already building.
That is the ultimate signal of RedStone’s strength and growth.
Two months ago, we realized the fundamental limitations of the Atlas architecture.
Our decision? We didn't patch it - we rebuilt it with no design blockers.
RedStone Atom's vertical integration gives us something Chainlink cannot match:
→ Efficiency due to RedStone's modular price delivery mechanism
→ 100% uptime based on our spotless track record
→ New product possibilities
The current RedStone Atom clients will migrate to our new version seamlessly. Same reliability. Better architecture.
Lesson here? Chainlink sees that they cannot win with RedStone’s expansion long term, as our solutions are fundamentally more innovative, robust, and beloved by clients.
Instead, they tried a predatory way to get at us.
Sorry to say that - the new version won't be for sale.
Another day, another sizeable OEV recapture for @hyperlendx.
All powered by RedStone Atom.
wolf retweeted
Capital always flows to yield. TradFi proved it for 100+ years.
Now, crypto is set to replicate it at internet speed.
Today, we publish the Yield Bearing Assets & Stablecoins Report 2025.
Only 8–11% of crypto yields vs 55–65% in TradFi.
A structural breakout is underway 🧵
wolf retweeted
Replying to @redstone_defi
Building a secure and performant oracle is hard. It demands everything: time, focus, and grit, which is why I haven’t been around much on Crypto Twitter lately. Around a month ago, we hired Peter, an experienced crypto marketer, to take on the CMO role.
But what happened over the weekend cannot be ignored. Without our knowledge, he engaged in a closed group discussion about the private life of a supporter of our competitor. I believe he’s a good person at heart but lost his way amid toxic discussions and made a mistake. We’ve reviewed the evidence, and we cannot accept crossing the line in that way.
Yes, we compete with Chainlink. But I genuinely respect the people there and what they’ve built. Competition is healthy. Disrespecting privacy isn’t.
That’s why we’re taking the painful but necessary action. @MarcinRedStone and I have decided to part ways with Peter, effective immediately. I hope this serves as a reminder to everyone in the space about what’s okay and what’s not.
Now let’s stop the drama and get back to what actually matters — building and growing our industry.
The HIP-3 spec was just updated. The HIP-3 DEX instance requirement dropped 50%, from 1M to 500k $HYPE.
That's significant. And this confirms what we expected: the barrier will keep falling as the spec matures.
Hyperliquid everywhere.
Btw, was there any public discussion on this arbitrary number (either 500k or 1M HYPE?)
docs: hyperliquid.gitbook.io/hyper…
Hyperliquid 'aligned stablecoins' proposal takes an opinionated approach to stablecoins.
Extremely interesting compared to the traditional market-neutral stance that pretty much every L1 takes.
Why?
"When you see a 100x, you drop everything to make that a reality."
Hyperliquid wants to capitalize on the sheer size of the stablecoin opportunity and internalize some of this revenue pie for the network. 🫡
$USDH moat is just getting started.
Built a simple tracker to gauge total supply, since there's still not much public data on it.
What's the number in 6 months?
And if you want to build DeFi with $USDH, no better price feed than RedStone's.
HyperStone
xitter.cf/redstone_defi/status/1…
The $USDH price feed is live, powered by RedStone.
The native stablecoin of @HyperliquidX now transforms into the core financial primitive that becomes the foundation of the ecosystem. 🧵
$USDH moat is just getting started.
Built a simple tracker to gauge total supply, since there's still not much public data on it.
What's the number in 6 months? 🤔
And if you want to build DeFi with $USDH, no better price feed than RedStone's.
HyperStone
xitter.cf/redstone_defi/status/1…
The $USDH price feed is live, powered by RedStone.
The native stablecoin of @HyperliquidX now transforms into the core financial primitive that becomes the foundation of the ecosystem. 🧵






















