Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Trading Strategy
Algorithmic trading protocol for decentralised markets. Automated non-custodial trading, execution directly on-chain across DEXs.
S&P500: The concentration of returns of "Magnifient 7" top stocks.
It's almost all returns on the top tech stock, otherwise S&P 500 is almost flat.
20 tuntia sitten
New newsletter: The US economy is splitting in two. There’s a rip-roaring AI economy. And there’s a lackluster consumer economy.
- Macro: Last quarter, spending on AI outpaced the growth in consumer spending
- Stocks: In the last two years, ~60% of equity returns have come from “AI-related” companies, esp the hyperscalers like Microsoft and Meta (per JPM)
- Micro: According to Stripe, firms on the platform that self-describe as “AI companies” are dominating revenue growt, far surpassing the growth rate of any other group
916
Measuring CEX-DEX Extracted Value and Searcher Profitability
How much DEX LPs lose money in arbitrage, and why is this happening and who is doing this?
A 2025 paper from @Cornell
"We analyzed the profitability of searchers. Figure 8a shows that neutral searchers generally achieve higher profitability than most exclusive searchers, with median profit margins of 30%–70% compared to 20%–40% for exclusive searchers. Neutral searchers’ median PnL per trade often exceeds $10, while that of most exclusive searchers rarely surpasses $5. Figure 8b confirms this trend: 80% of trades by exclusive and integrated searchers yield less than $10, whereas nearly half of neutral searchers’ trades exceed this threshold."
"Despite the overall increase in CEX-DEX arbitrage activity, the diversity of successful searchers has decreased over time. Before October 2024, 23 labeled searchers accounted for nearly 99% of the total CEX-DEX arbitrage volume on-chain. After October 2024, only 14 labeled searchers remained active and successful, further declining to 11 by Q1 2025, with three leading searchers capturing 90% of the total volume (see Appendix D, Figure 14). Wintermute and SCP have consistently held dominant positions throughout this period. Notably, Kayle, initially a minor searcher, began gaining significant influence around June 2024 and emerged as a leading searcher."
895
The best yield on @avax based on one-month returns.
@avantprotocol and @eulerfinance vaults leading.
👇 Read the full report below.
1.7.2025
1/ THE BEST PERFORMING DEFI VAULTS, JUNE 2025
Our monthly vault report is vault.
For the full ranking of 3000 vaults, read the report in the link or continue in the thread.
👇👇👇
4,63K
USDf is depegging , and it is yet unclear why, but the quality of collateral is suspected.
It has been a long time since we saw a proper stablecoin blow up.
8.7.2025
USDf depegging from $1 overnight amid rumours surrounding the quality of its collateral base
On-chain liquidity appears to be dwindling quickly too
1,82K
The best-performing vaults on @gnosischain in June 2025.
If you want EUR yield (up 15% against USD) Gnosis Chain is the place.
1.7.2025
1/ THE BEST PERFORMING DEFI VAULTS, JUNE 2025
Our monthly vault report is vault.
For the full ranking of 3000 vaults, read the report in the link or continue in the thread.
👇👇👇
6,31K
On why market cap metric is broken in crypto
2.7.2025
We need to fix the broken, archaic & inconsistent market cap formulas in order for crypto to thrive!
Arca proposes "Adjusted Market Cap", which we feel more accurately reflects a token's true valuation.
We hope this becomes the new standard.
A thread 👇
1,02K
Johtavat
Rankkaus
Suosikit