ARFC submitted to add stcUSD as collateral on Aave V3 (megaeth), widening stable‑coin support.
Native Bitcoin‑backed borrowing goes live on public testnet via Babylon Trustless Bitcoin Vaults.
New module enables instant stablecoin redemptions for tokenized assets, improving capital efficiency.
Integration on Base adds private, uncensored AI inference, backed by $400 k of usage credits.
OP‑Stack L2 for on‑chain software supply‑chain value layer launches on Aerodrome Ignition.
On‑chain balances now usable at 150 M+ Visa merchants via Arbitrum, bringing crypto payments to fiat retail.
PENDLE token is now bridgeable to Monad testnet through Stargate, expanding cross‑chain liquidity.
eETH & weETH become liquid, composable assets via SSV’s DVT, eligible for snapshot rewards.
Universal Transaction Layer provides gas‑free, high‑throughput cross‑chain execution, cutting bridge risk for apps and AI agents.
The episode argues that PER, the treasury firm behind Hyperliquid, is set up for a GameStop‑style gamma‑squeeze driven by low float, heavy OTM call buying, abundant credit liquidity, and pending U.S. regulatory clearance for Hyperliquid, projecting massive upside.
Robinhood launched an LLM‑based trading assistant that only works for equities, requires a separate account and lacks core features like position queries or crypto, while Public offers a full‑stack API that lets LLMs trade any asset class. Public predicts the market will split between its managed experience, DIY API solutions, and hybrid Claude‑based UIs.
The episode analyzes a potential gamma squeeze in Purr (PER) tied to Hyperliquid’s growth, while diving into privacy (Zama, Zcash), perpetuals (Hyperliquid), and onchain reinsurance (RE Protocol). Near Protocol and institutional flows (JP Morgan, Goldman) are highlighted as key narratives amid Bitcoin’s underperformance.
Dell’s AI‑focused server business has exploded, driving an 80% stock surge this year and a 240% YTD gain, bolstered by strong earnings, new NVIDIA‑powered racks, and high‑profile political hype.
Select a story to view
project data & analysis