Curve introduces Llamalend v2, a new lending framework that uses Curve LP tokens as collateral and features range‑based liquidations, rolling out first on Optimism.
LP tokens from Aerodrome Slipstream can now be deposited into Revert Lend on Base, borrowing USDC while continuing to earn AERO rewards.
Pyth Network releases perpetual pricing indices for equities, commodities and thematic baskets, enabling continuous on‑chain price feeds for DEXs and perps.
The Spiderchain Bitcoin L2 network will cease operations, urging users to withdraw assets by July 9 2026 after insufficient demand for Bitcoin‑native DeFi.
The $ZEST‑$USDC pool on Aerodrome is now eligible for AERO token emissions, boosting incentive alignment for liquidity providers.
Circle unveils an open‑source prediction‑market demo on Arc’s testnet, using UMA’s Optimistic Oracle V2 for trustless market resolution.
Curve Finance proposes a vote to compensate borrowers affected by the sDOLA vault inflation attack via a veFunder distribution.
CoinFund CEO outlines a decentralized AI investment thesis, arguing that decentralized training and inference networks (e.g., Bittensor, Macrocosmos) can capture a share of the projected $500B–$1T AI inference market by 2031 through cost advantages, user-owned data, and novel monetization models like merge mining and agent swarms.
The episode covers macro liquidity impacts from upcoming SpaceX/Anthropic/OpenAI IPOs, deep dives into Zcash’s privacy thesis and upgrades (Ironwood, Tachyon), Hyperliquid’s HYPE buyback mechanics, Relay’s cross-chain liquidity model, Chainlink’s oracle dominance in prediction markets, and broader themes like protocol-owned liquidity and AI-driven DeFi risks.
Anthropic released Claude Fable 5 (restricted) and Mythos 5 (unrestricted, vetted access) with unprecedented coding, spatial reasoning, and long-horizon task capabilities, while imposing strict restrictions on biology/cybersecurity queries. The models outperform competitors like GPT-5.5 on benchmarks, but access and pricing shifts are imminent.
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