programmable finance

now do all commodities

our mission continues. across all cycles, real teams keep shipping. today, City Protocol is bringing together projects still building through the market to make one public pledge: we keep building. we keep pushing. we keep bringing the world onchain. now it’s your turn to join the mission. • sign the pledge. • share it on x. let’s tell the world: real builders are still here. real believers are too. join now: campaign.cityprotocol.co built together with @base, @allscaleio, @AssetoFinance, @awenetwork_ai, @axisrobotics, @BasedBrett, @billions_ntwk, @BlockRunAI, @heurist_ai, @OmenX_Official, @pieverse_io, @SatsTerminal, @Sign, @turtledotxyz, @upshot_cards, and @YuzuMoneyX more details 👇

Material token information should be on the record, not guesswork. Turtle filed a B2 Token Transparency Filing to do exactly that.

I have sources that say otherwise, not you personally but your team and/or lobbyists. Will you commit to walk away from the market structure bill if it doesn’t include the de minimis exemption for bitcoin like you did stablecoin yield?

Coinbase is quietly lobbying to kill Bitcoin's de minimis tax exemption. The company reportedly told legislators that "no one is using Bitcoin as money" and that a Bitcoin de minimis exemption would be "DOA." Meanwhile, they're pushing for the exemption to apply only to stablecoins, specifically regulated, dollar-pegged stablecoins like USDC. Coinbase made $1.35 billion in stablecoin revenue in 2025, up 48% year over year, almost entirely from interest earned on U.S. Treasuries held in USDC reserves. Bloomberg estimates that number could surge 7x under the GENIUS Act. Every person who uses USDC for payments instead of Bitcoin is a person whose dollars are sitting in Coinbase's reserve pool generating risk-free yield for Coinbase. A de minimis exemption for Bitcoin would let people spend it freely for everyday purchases without triggering a taxable event. That makes Bitcoin a direct competitor to USDC as a payment method. Coinbase doesn't want that competition. They want you locked into their centralized stablecoin ecosystem where they clip yield on every dollar you park there. The irony is that a de minimis exemption doesn't even make sense for stablecoins. They're pegged to the dollar. They don't fluctuate in value. There's no capital gain to exempt. The exemption matters for Bitcoin precisely because it does fluctuate, and without it, every coffee purchase becomes a taxable event. Senator Lummis proposed a $300 de minimis exemption that would cover Bitcoin. The House framework only covers stablecoins under $200. The Bitcoin Policy Institute has already warned that Bitcoin is being deliberately excluded from these talks. A de minimis exemption that covers stablecoins but not Bitcoin isn't a tax framework. It's a subsidy for Coinbase's treasury management business disguised as consumer protection.

Introducing LP Calculator! We built the tool every @Morpho and @turtledotxyz LP wished existed. Input your deposit. Set your risk floor. Get a 12-month payment schedule with exact dollar amounts. No APY/APR math. No spreadsheets. Just your number. curatorwatch.com/calculator 🧵

@SentoraHQ curates the largest vaults on @Morpho V2: 1. $283M in total deposits in just 2 vaults 2. 100% PYUSD exposure (Main: $233M, Core: $50M) 3. 0% performance fees Sentora is the largest Curator for Morpho V2 markets. All-in on one asset, zero fees. That's the beauty. They dominate the PYUSD market. If any of the $PYPL M&A rumors materialize, Sentora is positioned to capture serious flow. Track them: curatorwatch.com/curator/sen…

From JesPow bring totally debanked to this. Never forgot the sacrifices made along the way.

Over the last week I’ve spent a lot of time speaking with teams across curation, distribution, security and due diligence. Each one impressive in its own way. One thing is clear. Curating vaults, optimizing yield and setting risk standards are real businesses with real upside. When I started Curator Watch the goal was simple. Give depositors a clean way to index the largest DeFi money managers and add a layer of transparency. That mission hasn’t changed. We want to partner with as many curators, platforms and protocols as possible who believe this space deserves better. Right now the focus is getting the foundation right. Accurate reliable data. Fees, yields, liquidations at the curator and vault level. Expanding to more protocols, more distributors and of course more curators. Build it properly first.

Curator Watch just expanded coverage. 50 vaults $780M TVL 14 curators 10 protocols powered by @turtledotxyz First major curator expansion beyond Morpho V2 vaults. Still early. curatorwatch.com

I don't think the avg person realizes how happy others are about seeing American troops. Especially true for Kuwaiti's the love runs deep for both sides.

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Morpho is more like the a municipal utility district servicing all the houses.

In 7 years, my son will take a Tesla taxi to Lake Travis for his weekly Tuesday morning sailing instruction. On the way there, he will learn either Geometry or Spanish, and on the way back he’ll be quizzed on the day’s lessons—a perfect mix between Spanish and sailing, all within the bounds of a self-driving car modulated to emulate a working desk. A perfectly scheduled balance, no more wasting 7 hours of his day in a schoolroom.

Introducing CuratorWatch The first analytics platform built for @Morpho V2 vaults. $719M tracked. 71 vaults. 33 curators. See who's actually delivering yield. curatorwatch.com 🧵 Here's what we built:

Two teams shipping curator analytics in the same week tells you something. The DeFi curator model is working. Capital is flowing to professional vault managers. But transparency lags. Morpho built protocol-level. We're building cross-protocol at @CuratorWatch. 47 curators, $728M tracked, real-time alerts live now. This is just the beginning 📈 curatorwatch.com

Hardware shits it out