This split is insane. I’m team onchain.

In December 2024, I moderated a panel on L2s at emergence with namik // mega-chef Σ: as a panelist. He was incredibly nonchalant and confident in his responses. I was intrigued. Later that night I went to a cocktail night hosted by RockawayX (Hiring). Ran into Namik and chatted

Interest in Theoriq is surging as seen on Messari, where it leads top 100 mindshare gainers over the past week. The first-ever Kaito AI 🌊 launchpads just wrapped, and Theoriq's round was 39x oversubscribed with $78.2M pledged.

Filter top 25 by mindshare on Messari and Defi App 🎩 is up 930%, more than $zora and peaq. My favorite Hyperliquid builder code app is Defi App. Just announced a Season 2 airdrop for 10% of $HOME. $1.3B volume in July, and 80% of revenue is buying back the token.

Came home to a merch package from Sei! Native USDC, Sei Development Foundation lobbying in Washington, etherscan.eth supporting the network, DragonSwap token up only, a Backpack 🎒 integration. Sei is cooking folks 🔴

Back in Chicago after two weeks off. Still managed to listen to podcasts on Arbitrum and DATs, stake with Kinetiq, track the Theoriq sale, trade perps on Defi App 🎩, and claim a Succinct allo. Next up, cooking a report on Sei. No brakes!

Noticed $TROLL on Messari Signals this morning. Never heard of it. No one talking about it. Discovered it on Messari. Defi App 🎩 still leading 1W gainers. $HOME is the #7 asset by mindshare across crypto at 1.52%.

DATs become saturated, NAVs compress, and ability to raise funds wavers. DATs could opt to earn yield on their assets instead. I could see an endgame where they go out on the risk curve and use Lombard, Babylon, SatLayer 🟨🧊, etc. to do so. Same goes for ETH DATs.

This week's Messari Signals top gainer is Falcon Finance, up 1,250%. Looked into Falcon Finance over the weekend and am considering snagging $USDf to LP on Pendle. It seems to be a more risk-on version of Ethena Labs and has already grown to over $1.32B in TVL.

Fantasy Football x Crypto For any crypto professionals and degens who enjoy fantasy football, DM me 🏈 I've run leagues for over a decade, including at Messari. Cooking up a new league. Looking for a few more people!

League is mostly set, and stacked! Folks from Messari, Arbitrum, Succinct, MegaETH, Dragonfly ＞|＜, Orca 🌊, Flowdesk, and more. Might need one more if anyone is keen to join us. If you're the week's highest scorer you can ape the league treasury 👀

Kinetiq is the fastest-growing protocol on Hyperliquid, the fastest-growing liquid staking token ever, and the largest liquid holder of $HYPE. It connects native staking of HYPE on HyperCore with the composability of a burgeoning DeFi ecosystem on HyperEVM. The deployment of

Kinetiq could support 28 HIP-3 builders today. With 28.7M HYPE being staked with Kinetiq, HIP-3 builders could source the required million staked $HYPE (~$46M) from the protocol. Exchange-as-a-Service. Keen to see what business model Kinetiq cooks, but will HIP-3 take off?

Landed in Japan for ArbiLink Tokyo 🇯🇵 Will be delivering the opening keynote before moderating a panel with folks from Offchain Labs, Mawari, and Sushi.com. Thank you Arbitrum for the opportunity! Headed to NYC right after for a Messari offsite. Action packed!

I’m a proponent of another Hyperliquid airdrop. But if what happened with $OKB is what would happen to $HYPE with a supply cut then let’s run it.

Awesome time in Japan at ArbiLink Tokyo! Delivered a keynote about Arbitrum and moderated a panel with builders from Offchain Labs, Mawari, and Sushi.com. Love traveling the world for crypto events and connecting with locals working in the industry. I'm often surprised to

The next Sei report is coming soon! ATHs across several key metrics on Sei, including average daily DEX volume, which increased 52.6% QoQ to $24.6 million. That was led by SAILOR on SEI ⛵ and DragonSwap, the latter of which successfully TGE'd its $DRG token in July.

Old head Pat. Here's to hoping this is some Monad ⨀ skin in the game, similar to what MegaETH has done with their community.