A1 Research just posted another banger article in their CLOB series. This time they're covering @bulletxyz. Bullet aims to bring a 'Hyperliquid style' Perp DEX to Solana. And no, this is not just 'another Perp DEX'. Bullet's tech rests on four key pillars, a modular design that delegates specific tasks to specialized layers for maximum efficiency: → Execution: Bullet Core → Settlement: Solana → Data Availability: Celestia → ZK Proving & Verification: Succinct SP1 zkVM A key feature of Bullet that I personally love is multi-collateral cross-margin (SOL, ETH, stables, even LSTs) that works seamlessly across its integrated → spot markets → perpetual markets → lending markets aka the "Trading Trifecta". This unlocks incredible efficiency. Make sure to read to full article on Bullet by @a1research__. The chads did some amazing work again 🫡

Make sure to join us for the @definitynetwork AMA in 1.5h! Venue: t.me/rarestonecompass

Rarestone Compass proudly presents the AMA with @definitynetwork! DeFinity Markets is the gateway institutions use to trade digital assets. Join us Monday June 30, at 4 PM UTC! Venue: t.me/rarestonecompass

Private credit is having its moment. Assets under management have surged 60% in the last 5 years to $1.6T. Yet it’s still early. Kasu is helping build the next era of credit markets—from the ground up. Here’s what’s happening 🧵

Rarestone Compass proudly presents the AMA with @openservai! $SERV is a multi-agent infrastructure for orchestrating any agent from any framework on any chain. Join us tomorrow May 22nd, at 5 PM UTC! Venue: t.me/rarestonecompass

Reminder that the AMA with $XELIS @XelisCurrency got delayed! The AMA will be tomorrow at 5PM UTC. We’re doing a $50 giveaway for the best question! Join here and drop your question at the 2nd part of the AMA: t.me/rarestonecompass

🟧 Altcoin Spotlight nr 5: $KASU @KasuFinance → Price: Pre-TGE → Valuation: / Stablecoins and stablecoin farming have become increasingly popular in recent months. Earning yield on your stables is an amazing tool to increase your portfolio while minimizing downside risk. BUT... Not all yield is created equal. This is why I want to introduce you today to @KasuFinance and explain how you can earn 12-25% yield on your $USDC SAFELY. ● Kasu, The most risk-optimised Private Credit RWA Yields So you're telling me you can earn 12-25% yield on stables totally unrelated to the crypto markets... sounds too good to be true, right? @KasuFinance has partnered with Apxium, a multi-award-winning company that manages $3Bil in annual invoices, with a 0% loss rate across 8 years of private credit operations. This partnership provides $KASU with proprietary technology that optimises businesses' cash flow to improve credit risk, ultimately delivering superior risk management and higher quality yield. Okay, sounds interesting! But what does @KasuFinance do? Let me explain it to you very simply: $KASU brings together everyday DeFi Lenders (“Lenders”) with creditworthy ‘real world’ business borrowers (“End Borrowers”). ● Hybrid Debt Infrastructure for the Next Trillion in Private Credit Lending Kasu is redefining RWA lending by building the capital stack of the future. It combines DeFi subordinated capital with institutional senior debt to fund top-quality originators and servicers. At the heart of @KasuFinance is a credit engine where DeFi lenders can earn higher yields by taking junior positions, while deal-hungry TradFi institutions fill senior tranches. Borrowers scale faster with flexible, multi-layered funding. "Everyone wins with Kasu." $KASU's hybrid capital stack unlocks win-win-win structures across DeFi, TradFi, and real-world borrowers. ✦ DeFi capital takes first-loss risk (junior/mezzanine) → earns 15–25% APY ✦ Institutions provide senior tranches → protected position, lower yield ✦ Borrowers access scalable, flexible capital → faster growth, better terms ● Lending Strategies • Whole Ledger Funding, Professional Services Firms → 12-20% APY • Professional Fee Funding, Accounting Firms → 12-20% APY • Taxation Funding (Tax Pay), Diversified Businesses​ → 14-25% APY Check out app.kasu.finance/lending and read the details about every strategy before depositing any money! ● The $KASU Token, Real Utility Meets Real World Yield Lock $KASU to achieve tiered loyalty levels and avail of the following utility and rewards → Priority Access: Access exclusive Lending Strategies before others get access and they’re oversubscribed. → Priority Withdrawals: Withdraw your funds faster than Lenders who haven’t locked $KASU. → Protocol Fee Sharing: $KASU Token Lockers earn 5% of all platform revenue. → Yield Bonuses: The higher your Loyalty Level, the higher your APY bonus on top of already best-in-class yields. ● Closing Thoughts Earning yield with incredible, but it can be very dangerous too. We need Dapps that can offer real yield and that's what @KasuFinance is doing. $KASU is working hard behind the scenes. Expect some bullish updates soon! There's a lot more I can share about what Kasu is building, but this is not public info yet 👀 All I can say is... Follow @KasuFinance closely.

Rarestone Compass proudly presents the AMA with @xelis_project! XELIS is the world's first BlockDAG with Privacy, Speed, Scalability and Smart Contracts. Join us Wednesday April 30, at 5 PM UTC! Venue: t.me/rarestonecompass

RETURN TO FUNDAMENTALS.

My quant @cryptomendo just sent me this. Either I'm going to make generational wealth or get incredibly rekt. What's it going to be!?

🔸 Altcoin Spotlight nr 1: $ANON @HeyAnonai → Price: $4 → Valuation: $53mil MC/$85mil FDV To kickstart the Altcoin Series, I must start with $ANON @HeyAnonai by @danielesesta. I've been very vocal about supporting $ANON and find what they're building truly interesting. So, let's dive into it! 🟧 $ANON is an AI-powered DeFAI platform that integrates natural language processing with real-time data aggregation. It enables users to simplify and manage DeFi operations, stay informed about project updates, and analyze trends across various platforms and protocols. To describe @HeyAnonai easily: " $ANON is the ChatGPT of crypto" ● The Problems with Decentralized Trading and How Hey ANON Solves Them DeFi and decentralized trading have been groundbreaking innovations, but there are still many issues that need to be solved. → DEXs lack sophisticated trading features compared to centralized exchanges. → Traders must constantly monitor screens to execute trades, missing potential opportunities when away from their computer. → Most DEXs only offer manual stop losses or small position sizing. $ANON solves these issues by merging AI and DeFi (DeFAI) and revolutionizing on-chain trading through: → Executing complex strategies automatically based on conditional events without human oversight with AI agents. → Converting simple English prompts into sophisticated on-chain strategies. → Providing advanced trading tools for risk management and DCA IN/OUT strategies. $ANON gives on-chain traders more freedom, better trading tools, unlimited creative strategy combinations, and a safer trading environment. ● Why Do I find Hey ANON so interesting? Hopefully, by now you already have a feeling why I'm bullish on $ANON. DeFi is, for most, still too complex. There are too many steps, and there's too much friction. @HeyAnonai simplifies this by providing 1 DeFAI UI. But the product itself is not the only reason why I'm so bullish on $ANON. One of the main reasons why I'm actively supporting @HeyAnonai is because of @danielesesta and the whole $ANON team. Now, what's so special about them? @danielesesta builds products that he actually likes to use himself. He tries stuff out in the trenches and sees how he can improve the UX and his PNL. This is why I recommend to check out his Twitch streams. The team is one the hardest working ones I've seen in crypto. Their pace of development is truly remarkable. Only, this week they: →integrated @HyperliquidX. → added a 'Revoke Approval' feature. → updated the @MeteoraAG integration. → updated the @DriftProtocol integration. Other updates like DeBridge cross-blockchain bridges improvements, Refactoring for some Ai modules, Minor UI changes, and V3 Pool Updates. @danielesesta shows he's bullish on $ANON by buying the token on the open market. I respect founders and builders who do this. It shows how much conviction they have in themselves. ● Closing Thoughts That's a wrap! Hopefully, you enjoyed my first 'Altcoin Spotlight' post. $ANON is building something the space needs and I'm confident it will attract many users. Stay blessed!

How do I survive the hard dumps and boring times in crypto? It’s easy. This is my quant: @cryptomendo It’s all you need to survive and make generational wealth in crypto.

0/ Today, we are sharing our investment thesis for @KasuFinance. Read the blog post here: blog.woodstockfund.com/2025/… and the thread 🧵 below:

DeFAI and HeyAnon: The Perfect Storm in Crypto Innovation DeFAI and AI, in general, are two narratives I find interesting and exciting. In this post, I want to highlight why DeFAI will be one of the main narratives and why @HeyAnonai will be at the forefront of the DeFAI renaissance. 🔸 Why DeFAI Is Revolutionary DeFAI—the fusion of Decentralized Finance and AI—represents a paradigm shift that could finally bring DeFi to mainstream adoption. While DeFi promised an open financial system, its complexity has limited its appeal to a small subset of crypto enthusiasts. DeFAI changes everything by: → Solving the Usability Crisis The current DeFi landscape requires users to understand wallet management, blockchain networks, gas fees, and contract interactions. DeFAI transforms this complexity into simple commands like "stake my ETH" or "provide liquidity in ETH-USDC pool," making powerful financial tools accessible to everyone. → Creating a Safety Layer DeFi has lost billions through user errors and security breaches. DeFAI introduces schema-based validation that ensures transactions match verified templates, preventing costly mistakes before they happen—a crucial step toward mainstream comfort with DeFi. → Bridging Multi-Chain Complexity Today's DeFi is fragmented across dozens of chains, each with its own interfaces and Dapps. DeFAI agents handle bridging and conversion behind the scenes, presenting users with a unified experience regardless of which blockchain their assets live on. → Enabling Institutional Adoption For businesses and DAOs, DeFAI provides AI-powered treasury management, real-time data analysis, and automated execution—all while maintaining rigorous security and governance controls. This opens the door to institutional capital at an unprecedented scale. → True Financial Autonomy Unlike centralized fintech solutions, DeFAI maintains the core ethos of decentralization while adding convenience—you maintain custody of your assets while AI handles the technical details, giving you both security and simplicity without compromising on either. 🔸 Why HeyAnon Leads the DeFAI Revolution Among DeFAI projects, $ANON stands out as the frontrunner poised to capture this emerging market: → Unmatched Development Pace $ANON's Build 0.5 release demonstrates exceptional execution speed, with multiple significant integrations deployed rapidly. While other projects are still theorizing, HeyAnon is shipping production-ready features weekly. → Comprehensive Protocol Integration @HeyAnonai has built connections to critical DeFi infrastructure including: • Hypersonic: Advanced Smart Order Routing for optimized decentralized exchange trades • OKX DEX: Seamless multi-chain and cross-chain trading aggregator • Magpie: Enhanced integration supporting smooth cross-chain swaps • Jito and Marinade: Simplified Solana staking with multi-asset rewards and APY tracking These are only a fraction of the protocols that $ANON has been integrating. I highly recommend keeping an eye on the @HeyAnonai account and following the weekly updates. → Cross-Chain First Approach Unlike competitors focused on single chains, $ANON is building a truly blockchain-agnostic experience, supporting Ethereum, Arbitrum, Solana, and more—positioning them to capture users regardless of their preferred ecosystem. → Solving Real User Problems Features like the Dust Collector (which consolidates small token balances) demonstrate $ANON's focus on practical solutions to everyday DeFi annoyances that other projects ignore. → Comprehensive Data Aggregation Beyond transactions, HeyAnon aggregates and analyzes data from Twitter, Telegram, Discord, GitHub, and more—providing users with a 360-degree view of their investments and the broader market. → Advanced Automation Capabilities $ANON's platform includes sophisticated triggers based on time, gas prices, and asset values—allowing users to create complex strategies that execute automatically when conditions are right. The addressable market for DeFAI is massive—potentially billions of users who want access to DeFi's benefits without its complexity. With AI capabilities advancing rapidly and DeFi infrastructure maturing across multiple chains, the technological foundations are finally ready for this synthesis. The convergence of several trends creates the perfect timing for DeFAI and $ANON: • AI capabilities have reached the sophistication needed to handle complex financial tasks • DeFi infrastructure has matured across multiple chains • User frustration with current DeFi complexity has reached a breaking point • Institutional interest in DeFi is growing but limited by usability concerns We're witnessing the birth of a new financial paradigm, similar to the internet's or mobile computing's early days. @HeyAnonai has positioned itself at the center of this revolution with its Automate framework—a unified gateway to DeFi that could become the standard entry point for millions of new users. @danielesesta is building something incredible and I'm positioned accordingly. Hopefully, you enjoyed this post! 🤝

POV: You're earning steady yields from real businesses while everyone else is glued to 1-minute charts.

Yesterday I mentioned that there are always opportunities to make money in crypto. So, today I want to share how can you make gains with @YeiFinance and its @BinanceWallet campaign. 🔸 Yei Finance Before we dive into the @YeiFinance x @BinanceWallet campaign, let me give you a quick intro about Yei Finance. Yei Finance is an innovative, non-custodial DeFi money market protocol on the Sei network. → Easily borrow/lend money on the @SeiNetwork. → $178mil TVL according to @DefiLlama. → Full support from SEI. → Use the High-Efficiency Mode (E-mode) to maximize capital efficiency. 🔸 Yei Finance x Binance Wallet Campaign Now, how can you start earning money with @YeiFinance? Great question! Binance is hosting a SEI DeFI season campaign with $1,500,000 in rewards! Start earning rewards by simply bridging funds to the SEI EVM via the @BinanceWallet, and depositing your assets into the Simple Yield Yei Finance pool. → more info: binance.yei.finance/bridge/?… The SEI ecosystem is still underrated. I highly recommend to start farming on it before its mindshare starts to increase. More rewards for you :) Have fun earning $SEI with @YeiFinance and @BinanceWallet!

Possible double bottom for $NGL @Entanglefi?

It’s been almost a year since the $NGL @Entanglefi TGE. $NGL traded at an ATH of ~ $2.8 and is currently sitting at $0.04. If you have paid attention to Entangle recently, you know that Entangle is now 50x more developed than it was last year. Yet, the price is below its public sale price atm. For me, this is an eay buy. I highly recommend to check out these 2 @Entanglefi spaces with @fmehrban1. Nodeifi Space: x.com/nodeifi/status/1894750… QUAI Network Space: x.com/quainetwork/status/189… Listen to it and understand the vision. It’s been a tough journey, but my conviction will be rewarded 🫡 MEGA