Updating my DEFI list: These are protocols I USE, my honest takes, and projects I invested in (off the open market NFA) No paid promo, just sharing what I like in this space🍻 Yield & Farming (my go-tos for passive gains): - $AAA @ArcadiaFi offers the best Automated CL AMM with leverage farming and rev share utility that feels undervalued at its tiny cap. (Market Cap: ~$700K) - $Extra @Extrafi_io delivers top lending and leveraged yield on Base and Optimism with juicy tokenomics while heading to ETH mainnet soon. (Market Cap: ~$3.2M) - $SUMR@summerfinance_automates yield across chains with rev share for staked $SUMR paid out in SUMR plus USDC. (Market Cap: ~$2.7M) - $alcx @AlchemixFi has V3 incoming so watch closely as this will greatly drive adoption to Alchemix. (Market Cap: ~$14M) Trading & Liquidity: - $AERO @AerodromeFi sends all fees straight to stakers with massive revenue and ETH mainnet incoming - my biggest conviction play (Market Cap: ~$387M) -@aerostrategyfi buys veAERO and burns $aerostrat in a simple and effective flywheel. (Market Cap: ~$800K) Prediction/Sports/Privacy: - $TRUE @trueo_ stands out as my favorite prediction market on Base. Team is top notch and not going anywhere (Market Cap: ~$1.1M) - $OVER @Overtime_io brings on-chain DraftKings-style sports betting to the chain. (Market Cap: ~$8M) - $Veil @Veildotcash focuses on privacy with 100% fees going to stakers as that narrative rises. (Market Cap: ~$1.5M) Unique/High Conviction: - $RFL (@RFLnowon Base) builds synthetics plus AI agents at a super low cap. New utility coming soon with a token model like $vvv (Market Cap: ~$195K) - $DEGEN If Base picks up again so will this token (Market Cap: ~$20M) - $HYDX powers Hydrex, a MetaDEX and liquidity infrastructure purpose-built for Base that positions it as a strong play if Aerodrome picks up stream again. (Market Cap: ~$1.7M) - $EDEL @edeldotfinance brings tokenized equities with a great marketing team driving adoption. (Market Cap: ~$4.3M) - $DRV @DeriveXYZ operates as an options powerhouse that could be the next big HyperLiquid. Options give yield no matter if we are in a bear or bull market; extremely under valued (Market Cap: ~$75M) - $inx @infinex is the swidging UX king and my favorite for onboarding family and friends to the space. (Market Cap: ~$25M) - $NEST on Hyperliquid runs a ve3,3 model with some awesome tokenomics for revenue sharing and staking incentives in a high-performance perpetuals environment. (Market Cap: ~$270K) - $snx @synthetix dropped its 2026 roadmap and I feel a revival coming for this OG DeFi blue chip. (Market Cap: ~$104M) - $vvv @AskVenice VPN for AI agents – deep dive worthy. - $CLANKER powers the leading AI-driven no-code token launchpad on Base and Farcaster that lets anyone instantly deploy tradable ERC-20 tokens by simply tagging the bot, with built-in revenue buybacks and fee-sharing for real ecosystem growth. (Market Cap: ~$26.7M) What's in YOUR port currently? DYOR/NFA 🍻

vfat is such a cheat code. getting almost 50% APR on stables on @NestExchange with automatic rebalancing in USDC/USDT0 pool

market wants new legs for $vdo, $nest, $hype, $vvv, $zinc ?!

Business model innovation and UX are what I’m most excited about with nest. This article is a good summary read about the way we are thinking about the future of @NestExchange

Using private money to pay for private inference is the gwei

I have 0 clue how this has completely flown under the radar ARC is a huge deal. BlackRock and Apollo invested at a $3B valuation That would put ARC as a top ~30 coin on day one by market cap And AERO will be the liquidity engine behind it.

Options yields are durable because their underlying demand is always there: uncertainty. Investors want to hedge against outcomes they cannot predict. Miners want to protect revenues, funds want downside protection and treasuries want to cap risk. Every one of these participants are willing to pay an option premium AKA yield to transfer that uncertainty to someone else. Bull markets, bear markets, even periods of low volatility, it doesn't matter. The need to transfer risk remains, because uncertainty never goes away.

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If you trade Options this is a must tool, and its free! ❤️

$SPCX opened at $1.77T, raising $75B, the largest IPO in history. TradFi options don't list until ~Jun 17. Crypto priced it first. $2.1B cleared on Binance alone in 18 days, with Kraken, Bybit and Coinbase all running their own perps. No lock-up, no allocation queue. $BTC 14d IV is sitting at 40 vol. Put flow ran $14.4M against $12M in calls over the last 24h, C/P ratio 0.83. Analysis by @derivativemonky

My current swing trade holds on low to mid cap tokens: $nest on HyperEVM @NestExchange $true on Base @Trueo_ $zinc on Solana @zinc_cash $drv on Derive Chain @DeriveXYZ $vdo on HyperEVM @validaoxyz Thesis: - Real fee/revenue generation that flows back to token holders (buybacks, burns, staking rewards, or direct fee shares) - Exposure to high-growth or narrative-driven ecosystems (especially Hyperliquid/HyperEVM, which has been on fire) - Bull case: Hyperliquid ecosystem keeps growing → $nest and $vdo rip (I also believe in Nest and have multiple staked locks). Gamified mining stays hot or Solana rotates → $zinc moons. Base stays active → $true moves. Broader DeFi Options/Perps interest → $drv catches bids. Low caps = violent moves on any positive data Happy Friday 🍻

Not sleeping until we drop the product I’ve been envisioning since 2020. At the time, the idea of event contracts on real world outcomes was still unproven. Polymarket had just gone live and there was like $10k liquidity across the whole app. Augur had launched its V2 which instantly flopped, and the project sunsetted shortly after. Permissionlessness was a huge narrative during DeFi summer but the idea of user created prediction markets didn’t even seem plausible. Then in 2022 there was a glimmer of hope. Polymarket had gained some traction, and I got to witness up close the chads at Thales try their hand at the first fully permissionless prediction market. It was a noble effort, but in the pre-GPT era, it was simply infeasible to let users permissionlessly create rules for random event contracts. Then by 2024 it became obvious that not only was the concept plausible, it was also inevitable. But there wasn’t an Oracle flexible enough to support the idea. So we started @Trueo_ It took a lot of foundational work. It took a lot of refining. The scalability of user created prediction markets was often called into question (occasionally even by me). Now here we are, just over 6 years to the date that I became an ETH maxi and dove down the DeFi / Oracle rabbit hole. On the cusp of releasing a product that’s the residual of concepts from the Ethereum white paper, and the product of tech innovations spanning between Crypto and AI. Sleep? Forget sleep. I’m dreaming while I’m awake. Gm

Agents will swarm Aerodrome, through the Sugar SDK and through the Arcadia MCP. Roads being built 🏗️

Opening up your phone to see Ohtani injured

🚨 Raydium legacy @Raydium liquidity pools on #Solana were exploited through an LP mint validation bypass, with public reporting attributing about $1.3M in drained value. 💰 Impact: In independently checked sample transactions, burning only 1 attacker-minted fake LP token released 5,602.964099112 #WSOL, 83,341.713143 #RAY, and 10,692.215336 SRM to attacker-controlled token accounts. Public reporting states broader losses of about $1.3M. ⏰ Time: 2026-06-10 12:09:21 UTC, Solana slot 425542754 🔎 Root cause: Raydium legacy RemoveLiquidity accepted caller-supplied LP mint / LP token accounts without sufficiently binding them to the pool's canonical LP mint. The vulnerable path used the supplied fake mint's supply = 1 as the withdrawal denominator, so withdraw_amount = 1 redeemed the real vault balances. 🧭 Attack trace: 1. Attacker 4WnPebowR4HHfumvNPaDjG6Pa5Hi1jxLm6xmmBq33QVk created a fresh SPL mint with zero decimals and attacker-controlled mint authority. 2. The attacker created a token account for that mint and minted exactly 1 fake LP-like token. 3. The fake mint/account was supplied to Raydium legacy RemoveLiquidity on program 27haf8L6oxUeXrHrgEgsexjSY5hbVUWEmvv9Nyxg8vQv with instruction amount 1. 4. Raydium calculated the withdrawal against lp_mint_supply=1, transferred real RAY / WSOL / SRM from pool vaults, then burned the fake token. 📌 Key addresses: Attacker: 4WnPebowR4HHfumvNPaDjG6Pa5Hi1jxLm6xmmBq33QVk Vulnerable Program: 27haf8L6oxUeXrHrgEgsexjSY5hbVUWEmvv9Nyxg8vQv Ethereum Receiver: 0x0EaBAAb9a56011c6158D4aA7f2E49A82fB34E609 🧾 Tx: solscan.io/tx/2gwZ1P37p3S396… 🛡️ Takeaway: Remove-liquidity paths must derive and verify the canonical LP mint, user LP token mint, vault accounts, and authority seeds before any vault transfer. Burning an arbitrary SPL token must never unlock pool reserves. Powered by #DarkNavy Web3 AI Agent

Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran. Markets:

Somewhat agree with this take but the bigger point is that options are so much more than a short term speculation tool. Perps are powerful, and were always going to come first onchain because they are (relatively) simple to market make and trade for short term opinions. The market is now in need of scalable yield, hedging, and tailored payoffs. This is what options bring (and it complements perps well). Equities, commodities, fx all coming onchain alongside the institutions that trade them. Yet many still think perps are the only derivative that will ever need to work onchain. This is a way of thinking that is overindexing on 2021-2024. The market from 2026-2030 will be very different, and the opportunity so much bigger. Options are the next chapter.

the HYPE Engine vault has bought back over $1m NEST

how about that epoch record veNEST revenues and our biggest HYPE buyback and distribution ever

another monster epoch for NEST locks alongside record revenue

That's nice and all but check this out. 484.5 hype claimed in one epoch (1 week). 807 hype all time. All done with $NEST Hype Engine. Probably Nothing 👀