Zach @zachstruct

The Clarity Act passed committee. The floor is next. We did not come this far to quit at the 5 yard line.

Woke up extremely bullish on DeFi and Ethereum today Uniswap launched in the 2018 bear, when Ethereum sentiment was at all time lows Uniswap and other defi projects relentlessly built through that bear market and proved how powerful Ethereum can be, catalyzing defi summer and everything since Now vibes are down bad again and Uniswap intends to build our way out of it. Last time it was by proving defi is possible. This time it will be by proving defi is inevitable. The internet brought two disruptive changes: existing businesses moving onto the internet, and the formation of new internet-native businesses The same duality will exist for defi: the tokenization of all existing assets, and a growing vibrant economy of crypto native assets. And it’s all happening right now, with more and more assets being brought onchain, increasing the value and productivity of crypto native assets. As this digital economy grows, Defi is being integrated everywhere - payment processors, brokerage accounts, asset issuers. It won't stop until we eat the entire global economy Uniswap the liquidity layer + Ethereum the settlement layer. The perfect combination of low counterparty risk, permissionless, programmable infrastructure And all this will result in huge growth in protocol volumes and fee generation. Which reminds me: UNI burn hit all time highs today, after several new sources of protocol fees came online. And there are many more to come: v4, uniswap x, aggregator hooks, more chains, etc Now add in all the new assets coming onchain We're still at the beginning 🦄

UNI Burn Bot @UNIBurnBot

7 days ago

A new daily all-time high for UNI burned was hit yesterday 134,000 UNI burned in 24H 🔥

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Dear @aave and @kelpdao, How about a more Web3-styled solution? Instead of a permanent haircut, Kelp DAO could issue a "Recovery Token" or "Debt IOUs" to Aave to cover the $123M–$230M gap. Kelp DAO commits a portion of its future staking commission (revenue) to buy back and burn the unbacked rsETH held by Aave. This avoids an immediate "hard" depeg. Aave users are made whole over time, and Kelp DAO avoids a total collapse of its token price by "financing" the debt rather than realizing it all at once.

Aave @aave

2 months ago

Update on rsETH incident: @LlamaRisk has published a report outlining the rsETH incident, the immediate actions taken, its impact on Aave, and potential paths forward. All service providers have been working to assess the two potential bad debt scenarios on the Aave protocol.

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I feel like if @Marczeller were still around he wouldn’t just accept AAVE holding the bag due to the negligence of other parties, but would be strongly advocating for redress through whatever means possible. AAVE holders are victims but it seems like they are being portrayed as co-equal participants in order to deflect liability from others, a purposeful strategy/psyop.

Lido Earn: First-Loss Protection🛡️ Dedicated protocol reserves now act as first-loss protection to cover user deposits. Live on stake.lido.fi/earn. ↓

Agents execute on Uniswap We've released seven new Skills giving structured access to core Uniswap protocol actions Your starting point for agentic workflows onchain

GM, I think $UNI, $LDO, $ENA, $PENDLE can outperform $ETH in the next risk-on phase. Look at the revenue layer: – @Uniswap ≈ $60M. – @aave ≈ $93M. – @LidoFinance ≈ $71M. – @HyperliquidX ≈ $75M. They are real cash-flow machines of the cycle and beyond if you look deep into their model. Meanwhile $ETH is trading around $1.9-2k, DeFi TVL compressed from ~$75B+ to ~$55B range after the correction. I believe ETH = base layer exposure, and DeFi tokens = leveraged exposure to ETH activity. When ETH pumps: – Trading volume spikes → $UNI benefits. – Borrow demand increases → $AAVE benefits. – More staking → $LDO revenue increases. – Yield narrative returns → $PENDLE & $ENA get flow. ETH captures burn + staking yield. DeFi tokens capture direct protocol revenue, buybacks, fee switch potential, narrative premium. We’ve seen this movie before: – 2020-2021 DeFi Summer. – 2024 liquid staking & restaking wave. Each late-cycle phase → capital rotates from majors into sector leaders. And here is the asymmetry: – ETH mcap ≈ hundreds of billions. – UNI/LDO/ENA/PENDLE = much smaller caps. If TVL rebounds 20-30%, these tokens can move 2-5x. But I’m not blind, they also crash 70% in risk-off. But this is high-beta rotation trade and I see ETH as foundation. But when sentiment flips risk-on in 2026, I believe DeFi leaders will outperform ETH on a percentage basis. Because they are more explosive. That’s my POV. DYOR.

Today we are proposing the Aave Will Win Framework, a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model.

Who cleans the robot?

Codie Sanchez @Codie_Sanchez

4 months ago

You eventually start to realize, no job is safe.

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@RyanSAdams ETH is a store of value and one of the most important apps on ethereum.

🚨 ETH is down over 60% from its all-time high!🚨 AND YET — 4,000,000 ETH are waiting in line to STAKE. Only 32,000 ETH want out. ➡️ Still ZERO signs of PANIC among Ethereum stakers! 🔹 Entry Queue: 4,065,246 ETH (~$10B+) waiting to get IN 🔹 Exit Queue: just 31,915 ETH waiting to get OUT 🔹 Wait time to stake: 70 DAYS 🔹 Wait time to exit: 13 hours Let that satisfying imbalance sink in for a second. For every 1 ETH trying to leave, 127 ETH are trying to enter. This is the LARGEST entry queue in Ethereum's history. During the biggest price drawdown of this cycle. Now here's the thing... I am not sure if this should make YOU bullish or bearish. 🐂 The bull case: Stakers have EXTREME conviction. Price crashed 60%+ and they're STILL willing to wait 70+ days to lock up their ETH. That's insane commitment. Smart money is not leaving. 🐻 The bear case: We haven't seen REAL panic selling yet. If sentiment ever flips, there's a massive wall of staked ETH that hasn't even thought about exiting. When that dam breaks — IF it breaks — it won't be pretty. Make of that what you will. I remain OPTIMISTIC and BULLISH, as I always do! 😉

Yesterday was another significant stress test to Aave's +$50B onchain lending markets. Aave Protocol liquidated over $140M collateral across multiple networks without any issues, fully automated demontrating (yet again) the market leader protocol resiliency. Aave will win.

⚡️ NEW: Trump-backed World Liberty Financial sold 93.77 $WBTC worth $8.07M for 2,868 $ETH at $2,813 per $ETH.

The Ethereum Entry Queue has reached a record high of ~47 days. At current levels, this means waiting 6+ weeks to start seeing staking rewards, effectively lowering year 1 staking APR from ~2.7% to ~2.15%. Pro tip: Stake with Lido to skip the queue and earn rewards from day 1.

JUST IN: Ethereum treasury company Bitmine invests $200,000,000 in MrBeast's 'Beast Industries.'

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Okay maybe we do need another Kanto remake…

JUST IN: The largest corporate Ethereum holder on Earth just acquired a stake in the most powerful content creator in human history. $200 million from Bitmine into MrBeast’s Beast Industries. Here’s what every analyst is missing: This isn’t a crypto company buying brand exposure. This is the construction of the largest retail DeFi onramp ever built. 450 million subscribers. 1.4 billion views in 90 days. $473 million revenue in 2025. Gen Z and Alpha demographics who will define financial infrastructure for the next 50 years. Bitmine didn’t write a $200 million check for marketing. They bought the distribution channel. When Beast Industries launches its financial platform with embedded DeFi features, every single MrBeast video becomes wallet activation infrastructure. Every challenge becomes an onboarding event. Every giveaway becomes a transaction tutorial for 450 million people who have never touched a blockchain. The backers tell you everything: Cathie Wood’s ARK. Kraken. Tom Lee’s Fundstrat. These aren’t vanity investors. They see what I see. Wall Street is modeling crypto adoption through institutional ETF flows. Meanwhile, a single deal just created direct transmission from Ethereum treasury capital to 450 million eyeballs controlled by a man who buried himself alive for content. The institutions tracking traditional finance rails are about to get front-run by the creator economy. Deal closes in 4 days. By Q2, Beast platform beta. By Q4, the first DeFi user metrics force consensus to reprice everything they thought they knew about retail crypto adoption. This is the moment crypto found its distribution moat. Position accordingly.

Brian Armstrong makes sense here. The current Senate compromise is worse than no bill at all. Sounds like the banks have been meddling.

Bitcoin Magazine @BitcoinMagazine

5 months ago

BREAKING: Coinbase CEO Brian Armstrong says Coinbase "can't support" the crypto market structure legislation as currently written 👀 "We'd rather have no bill than a bad bill."

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After reviewing the Senate Banking draft text over the last 48hrs, Coinbase unfortunately can’t support the bill as written. There are too many issues, including: - A defacto ban on tokenized equities - DeFi prohibitions, giving the government unlimited access to your financial records and removing your right to privacy - Erosion of the CFTC’s authority, stifling innovation and making it subservient to the SEC - Draft amendments that would kill rewards on stablecoins, allowing banks to ban their competition We appreciate all the hard work by members of the Senate to reach a bi-partisan outcome, but this version would be materially worse than the current status quo. We’d rather have no bill than a bad bill. Hopefully we can all get to a better draft. We'll keep fighting for all Americans and for economic freedom. Crypto needs to be treated on a level playing field with the rest of financial services so we can build this industry in a safe and trusted way in America.