Prediction markets = insurance ?
You can now trade protocol revenue and exploit odds. We're partnering with Trueo to launch new prediction markets that settle based on DefiLlama data. Revenue Markets If you follow the revenue meta, you can now trade that directly on Trueo. We launched markets for Hyperliquid, Pump, Aero, Uniswap, Collector Crypt, and Papertrade revenue. Exploit Markets Hedge against exploit risk by trading the odds of total DeFi hacks and exploits of specific protocols. We have markets for whether there will be exploits of Aave and Morpho this month. We also have weekly and monthly markets for the size of the largest hack. Other Onchain Metrics Robinhood Chain RWA mcap, Robinhood Chain DEX volume, and whether Solana or Base ends the week with higher TVL. defillama.com/predictions
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Truths
Replying to @h4x0r_dz
If you need to work with PHP, you were fucked up in the first place
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It's kinda crazy that every single connection we make trusts certificates made by God Knows Who. Internet is broken as hell. If web3 really took off as web - we would not need to trust those CAs at all
So the private-key for the eMudhra (revoked) intermediate was apparently 4. How is the root still trusted? How broken are your processes if this can happen? And honestly: How have we (as an industry) not noticed earlier :(
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Update. Besides from obvious things, update certifi in every Python virtual environment
‼️ BREAKING: 8 Private keys belonging to eMudhra intermediate certificate authorities (CA) have been compromised. Chrome and Firefox blocked the affected certificates within hours. Go, NSS, and other software have issued fixes. Full details - thehackernews.com/2026/10/ei…
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Jim is always here to help?
Jeez, cleaned out the sellers nicely. Very strong
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Ahhhh this is too good
Introducing Safe Rollup. Ethereum-anchored, operator-controlled. Safe as in Safe multisig, not safe funds. Safe Rollup gives institutions the credibility of Ethereum and the control of a database. Live on Sepolia today. saferollup.fyi
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Talked to @valueverse_ai folks yesterday. It was interesting. Apparently, CRV and AERO are probably the easiest to evaluate in "TradFi" ways: prices peg to fundamentals and ignore negative or positive mentions in the media. - CRV is the easiest: just based on your normal cash flow, just made ve-aware, but nothing complicated. - AERO is trickier. It has semi-liquid NFTs which makes delta-neutral positions feasible, so shorts suppress the price. Also lots of inflation just has to be sold to compensate IL, which suppresses price below the "naive" estimate further. But possible to analyze. - UNI and HYPE appear to be valued very far from their fundamentals, traders appear to buy the narrative there more than calculations.
Comparing results for buyback vs. ve-tokenomics. A small case study comparing two baskets consisting 4 biggest buyback tokens and 3 biggest ve-tokens. Takeaways: 1. The peformance gap "buyback vs. ve" is much smaller that it was stated in the original post: $67 vs $300 -> $81 vs. $139 2. The highest valuation multiples are concentrated in major assets like $HYPE and $UNI. This suggests that market attention and valuation premiums remain heavily concentrated in the largest projects. Ongoing observations: 1. Buybacks outperformed on price returns. $100 invested in each of the four buyback tokens one year ago would be worth $130 on average today (equal-weighted across the group). 2. ve-tokenomics underperformed. The same $100 investment across each of the three ve-tokens would be worth just $72 on average. 3. But price performance doesn't tell the whole story. Both groups generate economic value for token holders beyond price appreciation. 4. To account for this: - Buybacks: we account the reduction in total supply as a kind of an income, since each remaining token represents a larger share of the supply. - ve-tokenomics: we account for revenue claimable by token holders. 5. $HYPE was the strongest price performer. Excluding $HYPE, the buyback group's average ending value drops from $130 to $115. 6. Accounting for accumulated revenue in the position: Buybacks: $130 → $139 ve-tokenomics: $72 → $81 7. $HYPE and $UNI have relatively small supply reductions: just 1.6% and 1.3%, respectively. We calculate these figures against maximum supply (the FDV basis), since buybacks increase the proportional ownership of all remaining tokens. 8. $PUMP and $CAKE burned significantly larger portions of their supply, making their buyback-driven value accrual more substantial. 9. $PUMP and $CAKE trade at roughly the same P/FCFt multiples as $CRV and $PENDLE, around 17x, despite their fundamentally different value accrual mechanisms. 10. $AERO stands out with a P/FCFt below 10x, making it one of the cheapest assets in this comparison on a token-holder revenue basis. All the results are presented at the infographic Source: Valueverse API
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Yes
STABLECOIN LIQUIDITY IS ONE OF DEFI’S MOST IMPORTANT BUILDING BLOCKS. Curve has focused on efficient trading between similarly priced assets, including stablecoins. Deep liquidity can reduce slippage for users and improve the usefulness of on-chain finance. But liquidity providers still face smart-contract, market and incentive risks. #CRV #CurveFinance #Stablecoins #DeFi
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Michael Egorov retweeted
Productive LP tokens are finally here! Get ready to borrow against @CurveFinance LP tokens while continuing to earn CRV emissions and trading fees. It starts with the reUSD/sfrxUSD LP, coming to @llamalend as collateral for borrowing $crvUSD.
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Opened and checked if my @Keycard_ is ok or not (because it was easy to open) with the help of @claudeai. It just checks your photos against published PCB layouts on github. Took around 5 minutes, but I could probably do a little better than that. "Don't trust - verify"?
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Honestly, very exciting from a physicist perspective. "Boring math" which should be just arithmetics now IS just arithmetics. We have awesome tools in our hands. Let's gooo!
we're so damn cooked 😭 google's gemini 4 argon just did something actually crazy for fusion energy in 1967 a physicist named harold grad guessed that the magnetic fields inside twisty fusion reactors could never be solved exactly. people believed him for 59 years last month two papers finally proved him wrong. one of them used openai's GPT-6 Astra then google deepmind gave that paper to a team of argon agents and they found a whole new family of answers nobody had. the first answers showed up in a few hours. the paper literally says "promising candidates appeared within hours" NOT YEARS. HOURS!!!! the scientists checked every step by hand and it held up 59 years of humans vs a few hours of AI???? it's over. ai won.
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True btw
Unpopular opinion? This was and will always be the best hardware device Ledger created
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Calculation of earnings is apparently not easy. @CurveFinance appears to earn more than you'd think
We don't know why Defillama AI says that @CurveFinance annual revenue is less than $5m. - It's simply not true. - We estimate it $15.2m - $27.64m is our data. - Maybe it was an AI Slop? Our manually verified data for that: - $7.19m fees for veCRV holders - $20.45m bribes that protocol brought for all kind of veCRV holders (incl. @ConvexFinance owning a huge veCRV stake) - $15.23m veCRV holders yearly income, EXCLUDING vlCVX bribes (so direct veCRV bribes only!) With all due respect, DeFiLlama appears to lack bribe coverage and proper attribution of fees and bribe revenue to token holders. You can dig into all numbers yourself👇
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What about conversions to non-MiCA-regulated stablecoins btw?
INTEL: France proposes a 31.4% capital gains tax on crypto conversions into MiCA-regulated stablecoins starting January 2027
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How landing in Indonesia looks like
UPDATE !!!! HARI INI 14 OKTOBER 2026 KONDISI TERKINI PALANGKA RAYA - KALIMANTAN TENGAH
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Our AI (SI?) agent @chadosdiary actually plotted the total fees charged by stablecoin/stablecoin swaps (@CurveFinance vs others). Curve optimizes for these fees essentially. Thanks @lordjorx for touching on this topic
After yesterday's post about Curve, I got a few replies worth addressing. First, I really don't want to be bearish on @CurveFinance. I love the protocol. I'm using @DefiLlama AI for this analysis, so some figures might not be perfectly accurate. A lot of people pointed out that Curve no longer depends entirely on its DEX business. That's true, but look at the numbers: > 2023: ~$40M revenue, with 64% coming from DEX activity. > Today: less than $5M revenue, with DEX still representing 34%. Bribes have become a much bigger part of the business, which is actually encouraging given where CRV trades today. But crvUSD minting and lending activity remain relatively small. I'm really hoping @yieldbasis helps revive this side of the ecosystem.
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Stayed >1 all through the bera, that's crazy good
Last @CurveFinance veCRV round, every $1 of incentives on Votemarket brought $1.73 of ethereum:0xd533a949740bb3306d119cc777fa900ba034cd52 emissions to its gauge. Unmatched efficiency, and the new round is now open for deposits. Deposit directly, or reach out to your usual contact among Stake DAO contributors.
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If you are in crypto - always block ads in your browers. Ads are outright malicious, it's been like that for many years
I hate this so much. The top Google result (an ad) leads to a well-made scam version of @safe. Given how often legitimate crypto projects get suspended from ad programs, fkn @Google still happily sells its top spot to scammers after all these years.
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Uh oh. At least we now know why 1000x leverage on cryptos is not the best idea in this form?
Paper trade @papertrade_xyz getting actively exploited by two wallets moving ETH 10-20bps on hyperliquid using $20m clips or so and trading 9 fig longs on paper. Glaring issue with the protocol as is, needs to be fixed ASAP for any chance at sustainability
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Uhm. This is bad
Replying to @kmad @matthew_pines
I think we might lose public key cryptography.
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If true
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