🚨 Attention Cardano 🚨 We’ll be submitting our treasury proposal onchain within the next 24 hours. This gives the Cardano treasury sustainable yield while providing one of the ecosystem’s leading protocols with the necessary liquidity to compete on a global stage. Why this matters: - Perpetual futures account for roughly 75% of on-chain trading activity across crypto. - We’ve done over $1 billion in trading volume and paid out more than $3M to liquidity providers - We believe we’ve demonstrated strong product market fit and a proven ability to generate activity Additional liquidity would give us: - deeper markets - better executing and tighter spreads - greater capacity for users - the ability for a Cardano product to compete more effectively in one of the industry’s largest sectors We believe growing treasury capital while supporting our largest protocols should be a key priority as Cardano focuses on growth and long-term sustainability. Link: 🕹 gov.tools/proposal_discussio…

Four major engineering feats Cardano accomplished in the blockchain space: ✅ Layer 2 scaling capable of 1 MILLION TPS ✅ Proof of Stake self healing Nakamoto Consensus ✅ Full on-chain governance by the Ada Holders ✅ Privacy with selective disclosure Huge thanks to @IOGroup 🫡

This is the way forward.

This is bigger than it looks. 20% APR paid in $USDM (not token emissions) = real yield from real fees = sourced from $5B previously out of reach Strike just moved from "Cardano perp DEX" to "multi-chain liquidity platform." Different category. Different valuation.

Introducing: Aave Double Yield 🚢 We're excited to announce users will be able to take their LP deposits from Aave and supply them as liquidity to Strike Vaults. This means they'll get their baseline Aave yield 20% APR on stables through our protocol 🔥 There's currently $5 billion in stables deposited to Aave ETA: Next week 🗓️

Cardano! We are once again asking you to try the BIFROST testnet: bifrost.fluidtokens.com/ (and while you are at it, review our BIFROST proposal draft 😤: hackmd.io/@lantr/bifrost-bri… )

As a DRep, reviewing hundreds of proposals is a challenge in itself, so we made it easier for you: The Bitcoin <> Cardano bridge: BIFROST withdrawal proposal Cheat Sheet 💎 Link: hackmd.io/@lantr/bifrost-bri…

One of the fastest growing features in the global perps ecosystem is now live on Strike 🔥 Introducing: Pair Trading 🏎️ This allows users to express a view on one asset versus another, such as going long ADA while shorting majors like BTC or ETH, with the goal of capturing ADA’s relative outperformance. Link: 🕹app.strikefinance.org/trade/…

There is a finite amount of money, and a massive number of interoperability and DeFi building blocks and services that we haven’t funded at all. We already funded Layer Zero, as a result of the efforts of the Pentad, that includes Stargate. In my assessment, I concluded Stargate was superior to Wormhole’s Portal. However, at the end of the day, they are both T1 bridges, when we are missing so many other critical integrations, it doesn’t make sense to have such a significant spend just to have additional redundancy for an integration we already have funded. I also expect Wormhole will come back with a much lower ask when Stargate goes live, since it’s one of their largest competitors just from a PR perspective it will be undesirable for them to just hand over the entire Cardano market on a silver platter to their competitor. If they don’t, that’s not a blocker, we will already have a T1 bridge. Making DeFi competitive here is much more important than funding another bridge. The rails to bring capital here are not the blocker, we already have a way for stablecoin liquidity to trustlessly bridge over, and with Stargate we will have a way for any token to bridge over. The problem isn’t the rails, it’s the destination, the DeFi applications are not competitive with the alternatives on other chains, we are missing a many critical financial instruments (dApps) that are available on other chains, and we don’t have any first-of-it’s-kind market breaking innovative DeFi app that other successful smart contract chains have. We need to improve the destination, and polish the existing rails before we build new rails into an empty town.

I wish @IOHK_Charles would do more of those musings than the recent rants. Amazing stuff!! And so much better than the OG whiteboard. Yet it seems there's little reaction from the media. Is it only hate and negative news that sustains their clicks now? Where's the analysis?

This is pretty huge. Not only can you trade crypto, equities, and commodities. But now companies before they even IPO. We’re just warming up. Higher.

Most people will never hear about Dolos. And that's actually a good thing. Dolos is one of those pieces of infrastructure that quietly helps Cardano applications run faster, cheaper, and more reliably behind the scenes. Today, it powers some of the most relevant protocols in the ecosystem. When infrastructure works well, nobody notices it. When it's neglected, everyone feels it. That's why maintaining and improving Dolos is so important. Not for a single project, but for the health and growth of the entire Cardano ecosystem.

Decentralized permissionless (daddy can’t save you if it has a bug) open credit network for the world probably should have formal verification, mathematical proofs of security and of absence of exploits. Sounds like this would be better suited for Cardano.

There’s less than 2 days until the vote closes for IO’s Cardano Vision 2026 proposal. Post-quantum security is critical. Q-Day could occur before 2030 – we must be prepared. If the top 6 DReps who haven’t voted yet vote yes, it will pass. adastat.net/governances/5ad1…

We’re excited to announce our newest feature: Credit Line 💳 LP assets can now be used as collateral on Strike 🔥 Take your LP tokens from the USDCx/USDM pair and deposit them into Strike to fund your account for trading or supplying liquidity. This is the largest stablecoin pool on Cardano and people will be able to: 1. earn money from the dex liquidity pool 2. earn money from the Strike vault Double yield, because everyone makes money on Strike. More pairs coming soon. Link: 🛥️ app.strikefinance.org/vaults… Full details: 🕹️ docs.strikefinance.org/perpe…

That was not my point though? We got pebble passed, and I'm grateful to the community for it, and we'll do our best to deliver it, and we already are delivering it. That doesn't change the value proposition of Gerolamo. We see business dropping like flies, the community obviously doesn't like it, we are offering something that could help solve that problem, and yet it is seen as a nice-to-have even though it is so fundamental. I'm not saying "oh you didn't fund me, we are doomed" Instead I'm saying "we clearly have a problem we can solve, but it is sad to see it valued as a "not now", even if it is so badly needed"

My opinion is that my opinion, and those of everyone else in this ecosystem should be ignored entirely. No more random community members making decisions on behalf of a multimillion dollar chain. It’s not working, every time it happens, money goes poof with no impact on KPIs. No more experimental funding, no more wisdom of the crowds. Success comes from strong executive leadership with relevant experience in the domains they are leading. If someone doesn’t have relevant experience in the domain they are trying to lead, then they are not qualified to make decisions in that domain. Wisdom of the crowds is the blind leading the blind. Find people with relevant experience in the domains that the market values, and give them the authority and resources to deliver in those domains. This will be an uncomfortable conversation for everyone in the ecosystem, because the people with the experience of demonstrated success at scale are, for the most part, outsiders. I wouldn’t listen to me about DeFi, I would listen to the people who made Morpho or UniSwap.

Approaching $75M volume (468M ADA) and 100,000 trades this week 🤯 Faster 🏎️

DeFi Kernel Rising We launched v2.dano.finance/ beta — a concrete step toward Cardano’s Global Order Book. We’re connecting DEXs, Lend & Borrow, Rusty DeFi Kernel, and every dapps so users can build any combination of actions in a single atomic transaction. This is eUTxO as it was meant to be: true composability. Our transaction building service SDK makes it simple — publish your datum structures and we integrate. Great UX ideas no longer need to fight the UTxO layer. More connectivity = combined TVL dramatically higher on-chain transaction volume. That volume flows directly to the settlement layer and increases demand for ADA. The Global Order Book is taking shape on Cardano.

Why didn’t you warn us about $LUNA? Atleast $ADA actually can be used and has an opportunity for a turn around.