Edgy - The DeFi Edge 🗡️ @thedefiedge

94.4% of FOMO traders lost money over the last 60 days. You just don’t see those screenshots. Memecoins are high risk and high reward, but you can lower the risk by following a checklist: • Liquidity. Market cap tells you almost nothing here. Look at how much money is actually sitting in the pool. If your position is already meaningful compared with the liquidity, getting out can get ugly fast. • Supply concentration. Check top holders, bundled buys and wallet funding. A launch can look organic while a few connected wallets already control most of the supply. • Who buys after you? If the token already did 10x and every large account is posting it, ask who's supposed to buy your bags higher. • What happens when a whale sells? Thin liquidity plus a few big holders is a horrible combination. One large exit turns into everyone racing for the door. • Copycats. One meme pumps and suddenly there are 30 versions of it. Once attention starts splitting, volume usually follows. • Don't blindly copy wallets. Seeing a good trader buy is useful information. It doesn't mean you should buy the second their trade shows up on your feed. I'd rather wait and see what they do after the first big pullback. • Pick the right table. Some meme markets are almost entirely experienced onchain traders playing against each other. Others pull in much broader users. Knowing who you're trading against matters. $LAPTOP is a clean example of all of this. It crashed almost 97% after launch, and most of the people who bought it were buying someone else's exit without knowing it. I'm still very open to trading memes when the market gets hot. I just treat them like poker rather than investing. Figure out who already has the chips and who you expect to buy from you later. Then worry about how much you can make.

It's helpful to separate "taking profits" into 2 categories. The first is PARKED profits. You invest in a token. It 3x's and you want to derisk, so you pull out your principal into stablecoins. It's meant to be temporary bc we're here to get rich. It sits in stablecoins while you're looking for the next opportunity to deploy. The second is BANKED profits. This is money you permanently take out of the cycle. Examples: • Pay off debt • Convert it into long-term assets (BTC, index funds) • Upgrade your life (new house, new phone, new laptop) The biggest mistake everyone makes is they only focus on the first one. They park in stablecoins, then redeploy into riskier bets. They keep repeating this until the market crashes and they have NOTHING to show for it. A quick tip is to split it everytime you take profits. Say you take out $1,000. 70% goes back into the parked pile to redeploy. 30% is your chips off the table. As the cycle goes longer, your banked pile keeps growing. Finally, everyone talks about taking profits as if it's simply math when it's actually more about psychology. Your token hits your target. You know you should sell. And then the voice kicks in: "what if it keeps going up?" or "man just 2 more months of this price action and I'll be set for life." We've all been there. That's why you decide the split before you're in the trade, not after. The 70/30 isn't a formula, it's a way of answering "what if it keeps going up?" ahead of time. You have to determine what "enough" is. And you have to do it while you're still thinking clearly.

Tokenized stocks are finally having their moment. I remember being on Mirror Protocol back in the day and thinking this is the future. They were ahead of their time.

Projects with cults can be extremely profitable. Just get off the rocket ship before it inevitably crashes.

$BONER pushed the tokenized $HIMS from around $29 to $132 over the weekend. What's interesting is the actual $HIMS stock itself barely moved. So now you've got tokenized $HIMS trading 4x above the real thing. The Arb bots are hammering the pool trying to close that gap, degens keep buying against them, and every one of those swaps pays a fee to whoever's providing the liquidity. When there's that many trades going on, somebody's getting paid. And they're doing it without needing to call the top, hold either token, or even care where $HIMS price ended up. Interested in getting a piece? @revertfinance currently shows LPs around stocks like RBLX/USDG and HOOD/USDG, alongside all the usual high-volatility crypto pools. Some of the top positions have completely ridiculous displayed APRs. There's a WETH/FOMO position showing 87K%+ APR right now. Obviously I wouldn't underwrite anything based on a number like that. A concentrated LP can show an insane APR after a short burst of volume and look completely different tomorrow. Instead of looking at the pool APR and jumping in, you can open the actual LP positions and see their range, age, PnL, ROI, fee APR and liquidity. So my process is basically: Find a stock pool getting real volume → Check existing LPs on Revert → Compare different fee tiers/ranges → Look at how long the position has actually been earning → Then decide if the fees are worth the LP risk I'd rather LP a stock w/ $USDG pair than blindly copy the highest-APR meme LP. You still get exposure to the volume being created around the meme/stock trade, without choosing to become exit liquidity for a random meme. One catch though... The $HIMS move above is the reminder that a tokenized stock isn't actually the stock. When CT decides to run it, it decouples from the real ticker and your "safe" stock LP gets run over like any other pair. You're not taking stock risk. You're taking stock risk plus whatever CT decides to do with it. Revert and @KrystalDeFi both handle the management side after that: moving ranges, collecting/compounding fees, automations and PnL tracking. Everyone is staring at the token doing 10x and overlooking who's collecting fees from all of them. LPing can be worth it if @RobinhoodCrypto Chain keeps going this direction.

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@Chuarlii glad to help

Easiest way to happiness is to figure out what makes a great day for you. And try to create the environment and routines to make the happy days more consistent. Some things for me (as an Unc with no kids): • Waking up without an alarm • 3-4 hours of deep work in the morning • Afternoon workout • Spending time with A.I. to automate more stuff / build leverage • Cut as many meetings as possible • Cooking at dinner at home on the weekdays • Unscheduled evening time. Meet up with people, side projects, video games, etc. • Be in bed by 10pm I love days like this, but I would’ve HATED it a decade ago. Something that really helped me was to keep a simple journal. At the end of everyday just grade your day on how much you enjoy it, and look for patterns. Whatever you liked, keep repeating. Whatever you hate, do less. A happy life is a bunch of happy days, so just figure out what makes a great day.

Josh Chambers @JoshChambers

5 days ago

Steve Kerr says Roger Federer taught his Warriors team the secret to sustained success wasn’t outworking everyone, it was building a life around your craft you never want to escape from “I’ll tell you a great story about Roger Federer. We were playing in China with the Warriors

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Biden's nowhere near as popular as Trump was when Trump launched his coin. And launching on Base instead of Robinhood doesn’t help either. Not interested in being his exit liquidity.

Tree News @TreeNewsFeed

4 days ago

HUNTER BIDEN TO LAUNCH $LAPTOP MEMECOIN ON BASE CHAIN SEPTEMBER 9, AIRDROP TO PEOPLE WHO LOST MONEY ON $TRUMP: WSJ

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Took some data from coingecko.com/learn/crypto-v…

A few weeks ago, it felt like everyone on the timeline thought crypto was dead. So I wanted to see how much money VCs were actually putting into crypto this year compared to previous cycles. It’s an interesting leading indicator. Well, crypto investment hit $13.3B in the first half of 2026, including acquisitions. 2024 took 12 months to hit roughly that number…2026 did it in six. That matters because investors aren't putting up that kind of money unless they expect a decent ROI. They can be wrong, but billions still being deployed is a useful counterpoint to the idea that crypto is dead. There's something different happening compared to past cycles: • Deals per month are down 56% from 2022 • Seed rounds per month are down roughly 77% But the reported average deal size went from $11.7M in 2024 to $47.4M in H1 2026. Basically, no more spraying and praying. They're writing huge checks to a handful of proven companies (Kalshi, Polymarket, stablecoin rails) and being much more selective about everything else. The upside to this is we're seeing a new generation of dApps with no VC money behind them. That means no VC allocations waiting to unlock, or VC funds waiting to dump on you at TGE. This is much healthier compared to what we had in the past.

Bitcoin ETFs pulled in roughly $3.54B in August. ETH ETFs attracted about $1.84B over the same month. But what about all the other altcoin ETFs? Is there actually demand beyond the big 2? Here’s what I found: One interesting date is August 28th. Bitcoin ETFs saw roughly $202M in net outflows, but several other crypto ETFs were still attracting money. ETH took in about $102M, XRP $26M, SOL $17.3M, and HYPE $4.5M. One day isn’t enough of a sample size, though. Here’s how those four non-BTC categories looked across the full trading week of August 24–28: • $ETH: +$815.7M • $SOL: +$142.7M • ripple:native: +$110.5M • $HYPE: +$56.8M Nice, so there was demand beyond BTC and ETH. SOL and XRP both attracted more than $100M that week, and HYPE brought in another $57M. Those three combined took in roughly $310M, although ETH still attracted way more than all 3 put together. But the following week is where the picture gets more interesting. From August 31 through September 4, net inflows into the SOL funds tracked by Farside slowed to just $4.9M. HYPE’s fell to $12.3M. Both were still positive for the week, but the pace was very different from what we’d just seen. And that happened while Bitcoin ETFs attracted another $987M. So there’s clearly demand beyond BTC and ETH, but I wouldn’t call it a broader trend yet. SOL and HYPE’s inflows slowed sharply the following week, even while BTC kept attracting money. SOL, XRP, and HYPE are the ones I’m watching. I’m more interested in whether they can keep attracting money over the next month than how much they brought in during one strong week. 2 quick thoughts 1. I'm surprised Solana hasn't been attracting more inflows from TradFi 2. Not too excited for any other future altcoin ETFs. I don't see how they can move the needle if these aren't.

I experienced this when I went to Bali for the 1st time a few years ago. Holy shit it's like the whole area is optimized for a white girl's instagram. I still love travel but my mental model now is less, but better. I mainly focus on one epic trip per year for ~10 days like Mongolia, Patagonia, Tanzania, etc. Think staycations are underrated. Get a local airbnb around 1-2 hours away for a weekend to handle the travel itch.

signüll @signulll

5 days ago

modern travel is increasingly flying 10 hours to experience a slightly different version of the same globally optimized lifestyle. same third wave coffee. same natural wine bar. same brutalist menu. same sourdough. same beige hotel. same tasteful ceramics. same instagram

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The DeFi TAM Is Much Bigger Than You Think Humans were never DeFi's ideal user. Bots and agents are. Non-human identities already outnumber human ones in finance by a ratio of 96 to 1. And those are just the dumb service bots.

Raoul Pal @RaoulGMI

2 weeks ago

The agentic economy is not going to run through the Bank of England. It's going to run onchain. Billions of agents will hold money, lend, borrow and hedge at machine speed. Very soon DeFi will become agent treasury infrastructure. x.com/i/article/2092…

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Why Stablecoins Haven't Taken Over Remittance (Yet) Sending $200 across a border still costs 6.36%. In 2009 it was 9.67%. A remittance has three parts, and only the middle one was slow. It was also already the cheapest. Dubai to Manila runs about six steps, exactly one of which touches a blockchain.

DCo @Decentralisedco

a week ago

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The Primitive Underneath Credit Every variable rate has to vary against something, which means every DeFi lending rate you've ever taken came out of a model someone picked for you. This article starts one level lower, with a zero-coupon obligation: a borrower promises $100 in a year, a lender offers $95 today, and the market decides what the promise is worth. The rate falls out of the price.

Vaish @PuriVaish

2 weeks ago

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Why is sending money overseas still so expensive? And what if DeFi’s biggest users aren’t going to be people? What happens when a memecoin starts messing with the stock market? Here are 8 of this week’s best reads, from finding yield on Robinhood to the ideas shaping DeFi’s future:

New Borrow Rate For USDe Aave's USDe reserve inherited the USDC curve, built for assets that pay holders nothing. So a supplier earned 1.83% on a token worth 4.80% staked, and cheap debt against higher-paying collateral turned into a 10x loop. The new rate tracks what USDe itself pays. At full implementation the max-leverage position goes from 23.1% to negative.

TokenLogic @Token_Logic

a week ago

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RWAs Are The Liquidity Channel Of This Cycle Every past bull market was carried by one new liquidity channel: ICOs, then stablecoins, then ETFs and DATs. Each one pulled in fresh capital, repriced the market, and normalized into plumbing. RWAs look like the one this time. Here's the case.

Wintermute @wintermute_t

a week ago

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How To Find The Yield On Robinhood Chain Everyone's saying it's Robinhood season, and there are some genuinely lucrative farms over there. Revert is a great tool to find those. Richard walks through his setup, his filters and more.

Richard Hsu | LP Guy @richardnhsu

a week ago

Here's how I use @revertfinance to find high yield opportunities on Robinhood chain 👇 (you're gonna want to bookmark this)

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