Sell when people are greedy. Buy when they are fearful.

Today, Aave experienced the largest stress test of its $75B+ lending infrastructure. The protocol operated flawlessly, automatically liquidating a record $180M worth of collateral in just one hour, without any human intervention. Once again, Aave has proven its resilience.

A country can take on infinite debt IF underlying economic growth is strong enough to eventually pay it off. Britain during the Napoleonic Wars, US during WW2. The problem is that the US is borrowing beyond its means. With the working population flat or in decline, deficit

TACO

After this crash, it’s hard to tell what's actually safe in DeFi. If a bluechip like Ethena Labs $USDe can trade 40% off peg on Binance , how can we ever feel confident using defi? Even playing it “safe” could still mean total loss. I wish I had a way to hedge against defi

When you think about it, Ethereum is so well designed. Charging people a dynamic to write to a database leads to a lot of resilience.

When ian told me about the launch mechanics for synd, I was so excited. Not only because I thought this would be great for Syndicate but also because defi really needs a fair, decentralized and (crucially!) liquid way to launch tokens. Based on how it played out, I'm very

Daylight is synthesizing DePIN and DeFi to help scale energy grids. With AI hyper scaling the US has a huge problem with electricity that will only get worse. The grid is dominated by old, crumbling monopolies that haven't conducted a major build out for over a generation.

New meta prediction: in 2026, everything will be a stablecoin

DEXs like Hyperliquid or prediction markets like Polymarket are getting a lot of hype and attention these days (deservedly so). But there is a less appreciated defi primitive that will have an even bigger, more immediate impact on tradfi: ERC4626 vaults. This simple

A lot of OG Ethereum masterminds are now contributing to Tempo. Will lightning strike twice?

"Cross chain dex aggregation" is a lot of words, but it's also a key part of defi infra. Mainstream adoption is dead on arrival if users have to manage tokens on multiple chains. I'm stoked to see Odos implementing this feature. It's a necessary step for genuine chain

I agree with David insofar as Tempo probably won't be value accruing for Ethereum, at least on balance. However, centralized corpo chains have always been a potential competitor to decentralized, open source chains. At the end of the day, the best solution will be the ultimate

The Maple partnership is part of what makes me so bullish on Aave long term. Lending pools benefit from strong economies of scale, both in terms of liquidity and trust. As more and more tradfi assets come on chain, where do you think they will end up?

DeFi has built decentralized exchanges, lending pools and prediction markets. Each has a tradfi analogue. Are there any other tradfi markets that DeFi currently lacks? Now would be a good time to build them.

Learning how to launch meme tokens en masse isn't necessarily a waste, imo. If your infra, marketing and distribution work for useless tokens, just imagine how much better it will be if/when these platforms are launching *useful* tokens. NASDAQ and NYSE are cooked.

A huge need that is thus far unfilled is stablecoin protection. Specifically, some way to hedge the downside risk of a broken peg. Is anyone working on this?