You want yields? Points? Giga-brain farming strats? A place where both yield and points farmooors can enjoy the treat! It's time for Yield Collective No. 42 Bring your wallet, let’s eat 👇

You may view @aave v4 as just 0.5% of Aave's $26B deposit base, yet it was one of the fastest-growing DeFi products in May. • April v4 deposits: $42M • May v4 deposits: $119M ( 182% MoM) Users weren't just depositing, they were borrowing too. • Active loans: $16M → $33M Deposit growth alone can be misleading, but loan growth alongside deposits suggests capital is being put to work rather than simply parked. v4 active users increased every week throughout May and finished the month at a new high - and that's a metric I'd love to see for a healthy protocol. The market already understands $AAVE's scale. The more important question is how large v4 can become (more chains incoming!)

6️⃣ Late Stage Venture Is About Late Stage Founders by @DavidGeorge83 Not a single analyst thought Apple or Visa could keep growing at those rates for two decades. They were wrong because elite founders break terminal-value assumptions. a16z's argument: the founder is the asset class, and replacing them post-Series B was always the error.

4️⃣ the coming crisis: crypto, AI, and spaceflight by @mert Crypto gets built with the sloppy standards of e-commerce, where the worst case is a patchable bug. But immutable financial code is a spaceship you can't recall. AI is about to make formal verification tractable, and natural selection starts now.

2️⃣ The Four Ideologies of Bitcoin by @saylor Most Bitcoin debates get framed as maxis vs everyone else. The sharper cut is four ideologies asking four different questions: what has it proven, how does it integrate, how should it improve, how do we protect it. The danger is never the disagreement. It is any one going absolute.