Deep down focus on community. Views My Own. Contributor at @aeroxyz 中文@MarkCryptoCN Web3 journey https://teapaw.org/t.co/gAew5uUXaZ
Joined October 2021
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Web2 → Web3 since 2017. Four years deep in the Optimism ecosystem. Now based in Hong Kong, working full‑time in crypto.
2026 I’m restarting with bilingual content + a fully on‑chain BTC Transparency Plan:
DCA $2,000 every Thursday for 52 weeks on Base (cbBTC).
All tx hashes + weekly NAV / XIRR / drawdown — public & verifiable.
link3.to/markcrypto
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Saw @brian_armstrong: Base lending markets now sit at $7.49B supplied, $2.65B borrowed.
I don't need the "home for onchain finance" line. The number is the news — that's a lot of loans already live on an L2 I actually use.
NFA, DYOR
teapaw.org/brian_armstrong/status…
Base is quickly becoming the home for onchain finance. Lending markets now hold $7.49B in supplied assets, with $2.65B borrowed.
It's financial infrastructure for everyone to use and build on: trading, payments, lending - and it's all beloved by agents.
Come build on Base! (see link below)
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Elliptic: between Nov 5 and 7, launderers tied to the Binance theft launched at least six meme coins on NEAR. About 117,000 NEAR, around $430,000, went into a pool through one set of wallets and out through another, then the tokens were abandoned.
Almost nobody else bought them. A brand-new pool with sudden volume is not demand.
teapaw.org/elliptic/status/211978…
North Korea’s launderers are creating their own meme coins to move funds stolen from Binance.
Between November 5 and 7, they launched at least six tokens on NEAR, dressed up with meme-coin logos such as a monkey in a pink bow and a duck in front of a US flag. Stolen NEAR went into a liquidity pool through one set of wallets and came out through another, so no transfer links the two directly. About 117,000 NEAR (around $430,000) passed through the six tokens before they were abandoned.
Almost nobody outside the laundering network bought them. They exist only to put a pool between the stolen funds and the next wallet.
The trail can still be followed on-chain. For compliance teams, funds arriving from a liquidity pool are not clean by default, especially when the token is only days old. @tomrobin explains how the technique works and the warning signs to screen for: hubs.la/Q04DL65d0
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Same week Coinbase is pushing Agents into the arena, HKMA launched Project SAGE — governance first for agentic finance at banks.
Different cities, same question: who sets the limits when software can click buy.
NFA, DYOR.
hkma.gov.hk/eng/news-and-med…
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Coinbase Champions Cup starts today (Nov 4–25). Agents can trade perps within limits you set.
Armstrong is all-in on agentic finance. Coinbase’s own fine print still says: AI agents may fail, and you’re responsible.
Cool tool. Caps, approvals, and a kill switch first.
NFA, DYOR.
teapaw.org/coinbase/status/211718…
teapaw.org/brian_armstrong/status…
I wake up most days thinking about agentic finance. We’re still early, but to me the growth trajectory points to where the world is heading.
Coinbase for Agents is our answer to this growing need - connect agents to your account, and let them trade and pay on your behalf (with limits and controls).
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Base dropped a 25-item October ship list.
Mastercard agent pay, Cloudflare monetization, OnePay USDC→checking, Thunes cross-border — reads more like merchants wiring up than a concept week.
I care about one thing: can stablecoins actually move and get spent.
NFA, DYOR.
teapaw.org/base/status/2117693841…
The Base ecosystem ships hard
Here are 25 things that launched and got announced in October
1) @mastercard launched Agent Pay for Machines with Cloudflare. Enabling AI agents to pay for digital services using x402 on Base
2) @cloudflare opened its Monetization Gateway on Base. Letting APIs charge agents per request with settlement in USDC
3) @bitso launched Bóvedas on Base. Enabling users access to DeFi tools on MXNB and USDC, powered by @morpho and curated by @gauntlet_xyz
4) @pendle_fi launched PendleLoop on Base. Users can loop long Coinbase Tokenized Stocks on @aave markets and claim incentives on @merkl_xyz
5) @onepay now lets users send USDC straight into their Checking balance on Base. People who get paid in stablecoins can spend or send that money without first routing it through an exchange
6) @ripple launched RLUSD on Base. Ripple is providing liquidity so users can hold and move the stablecoin on Base
7) @openstandard launched OUSD on Base. Users get 1:1 USD conversion paths through Coinbase, Mastercard, Stripe, and Visa integrations
8) @itstuyo rebuilt its entire app. The new Tuyo matches bigger ambitions for banking, with a full redesign now live on Base
9) @dyli_io launched on Base. Collectors can rip packs, trade collectibles, vault favorites or have them shipped, with a refreshed pack experience now live
10) @thunespayments is integrating stablecoins across its global payout network on Base. Letting businesses send and receive cross-border stablecoin payouts
11) @marqeta is bringing stablecoin-backed cards to enterprise customers, with settlement on Base. Giving companies a way to issue cards funded by stablecoins for spending
12) @atomhq now supports stablecoin checkout and seller payouts on Base. Users can now access over 2 million domains with stablecoins
13) @smbcnikko_jp is building an institutional DeFi Gateway for Japan on Base. Opening a regulated path for Japanese institutions into DeFi
14) Yuno added stablecoin payments acceptance on Base. Merchants can enable one-click stablecoin checkout without new rails or extra integration work
15) @superformxyz brought SuperNVDA and SuperTSLA to Pendle on Base. Holders can lock in fixed yield, earn rewards, or position for yield upside on tokenized stocks
16) @birchhill_io launched the Groma Ecosystem Vault on Base. Users can lend USDC backed by Boston and Providence apartment buildings
17) @falconxglobal's USDC credit facility is live on Base. Lenders deposit native Base USDC to generate returns from institutional credit
18) Gennius is bringing digital-asset services to LatAm banks with Coinbase, starting in Argentina. Banks can convert eligible deposits into ONED USD, transfer 24/7, and enable Visa spending
19) @torosfinance launched Toros Options on Base. Users can trade over BTC, ETH and more asset options with cashback, and positions are tokenized on Base
20) @exa_app launched the first credit card backed by Coinbase Tokenized Stocks. Enabling users link a Coinbase account and spend against tokenized stock collateral
21) @lucamoneyapp extended its app to tokenized stocks on Base. Letting people in LATAM access them through the same simple digital-dollar experience
22) @zothdotio launched zMAG7 on Base. One stablecoin deposit holds equal-weight AMZNc, AAPLc, NVDAc, GOOGLc, METAc, MSFTc and TSLAc, backed by real shares in regulated custody
23) @mochatradeapp received its full $500K YC investment in USDC on Base
24) @credifi launched Credifi Zero. Anons and agents can qualify for credit with zero personal info
25) @opensea opened OpenSea Mobile to everyone. With new trade options, including memes, art, trading cards and perps on Base from one app
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HKMA just pushed EnsembleTX to 24/7 real-value settlement during FinTech Week.
Tokenised portfolios and treasury moves that used to wait for banking hours finally have a rail that doesn’t sleep.
In Wan Chai this week watching rails get more real than the pitch decks.
NFA, DYOR.
hkma.gov.hk/eng/news-and-med…
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Binance Update #3: ~90% of the stolen stack replenished. Top ten — BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD, ZEC — claimed fully backed. Still targeting Sunday Nov 1 for withdrawals; waiting on the actual reopen notice.
FBI pinned TraderTraitor (DPRK). Hot-wallet / signing-pipeline failure on the venue side — not “your seed got phished.”
Pocket change on CEX. Size stays cold.
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BitMine just added another ~10.5k ETH last week. Public chatter puts their stack near 5% of supply, with most of it staked.
Corporate crypto treasuries used to mean “stack BTC and tweet the balance.” ETH versions are getting louder too — buy, stake, talk about yield like it’s a business line.
I’m not chasing their target price. Just noting the playbook is spreading beyond the usual BTC names.
BTC sitting around the $80k handle into Fed week. Decision due Wednesday (local US time).
Not trying to call the print. Weekend was messy — thin books, leverage flushed, people arguing about ETF flows again.
I already did this week’s $2000 buy on Base. Today I’m just watching the macro calendar, not rewriting the plan for one candle.
NFA, DYOR.
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Checked the Dromos dominance tab (snapshot ~09:54 Asia/Shanghai today):
Last ~24h Aero family (new Aero + leftover legacy pools) volume share:
Base ~54.9%, Arc ~54.3%, Ink ~53.8%, OP ~53.7%.
Four chains over half. Robinhood ~11.6% and still climbing. aero_v3 is #1 on Base.
Source: dromos.kitchen/dashboards/ae…
Migration isn’t done, so the number moves. I just watch share + real flow.
NFA, DYOR.
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When @aeroxyz just named the thing that kills the old weekly vote clock:
Predictive Allocation — reward proof of foresight. Point emissions at pools you think will print, revenue comes as flow shows up.
Been around since Velo. For years it was “don’t miss the epoch flip.” Now it’s more like continuously betting where volume goes. Discord’s already dumping strategies — that scramble is the real Day-5 story.
NFA, DYOR.
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Weekly $2000 BTC DCA — done.
On Base: 2,000 USDC → 0.02474947 cbBTC. Boring on purpose. That’s the whole point of this series.
Proof:
basescan.org/tx/0xaddb776a35…
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When @aeroxyz dropped a line that stuck with me:
“It is not critical to be first to market. The most important thing you can do is be best to market.”
Aero is live across 7 chains on Ethereum now. After years on Velo then Aerodrome, that framing feels right — less about the launch day countdown, more about who still owns the flow when the dust settles.
NFA, DYOR.
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Check @wagmiAlexander's one-year bar for @aeroxyz is simple and loud:
1. Largest spot exchange anywhere onchain — same dominance, across the EVM.
2. A big chunk of volume, fees, and revenue coming from real-world GDP flowing onchain.
That’s not a vibes roadmap. That’s “become the venue when traditional markets show up.”
Been around since Velo days. This is the first time the north star feels bigger than one chain.
NFA, DYOR.
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Day 1 of Aero and the inflation number already looks better than the pitch.
Aerodrome used to run around 12% annualized. The projection for Aero was about 8%. Actual rate since launch is sitting around 6.6%.
That's the AER Engine doing what it said it would: mint what you need to win, not a fixed dump every week. wagmiAlexander called it ~4x the TAM with inflation nearly cut in half. Early, but it's the kind of Day 1 that makes you want to keep watching.
Official post: x.com/aeroxyz/status
Deep dive: aero.xyz/articles/the-aer-en…
NFA, DYOR
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Here's a friendly walkthrough if you still haven't moved over to Aero 👇
Velo (OP Mainnet): velodrome.finance/upgrade
Aero (Base): aerodrome.finance/upgrade
Have a little ETH on both chains first, since the upgrade costs a small network fee on each side. Your wallet also needs to support Base, because that's where everything lands.
Start by pulling your LP. Not every old pool has a twin on Aero, so if yours doesn't map over, withdraw and redeposit on Aero or spin up the pool yourself. If you were in a VELO pair, withdraw, upgrade the VELO, then bridge it back to OP Mainnet to LP again.
Next, claim your rewards. The flow walks you through it and resets your old votes, because a veNFT with active votes can't upgrade.
Then do your veNFTs. veAERO and veVELO become sAERO, you keep your remaining lock time (rounded up to the next full week), and a permanent lock comes over at max stake duration. You get a new sAERO position, and the old veNFT ID is retired.
Last, your liquid tokens: AERO is 1:1, and VELO is 1 : 0.044 into AERO on Base. Nothing converts automatically. There's no hard deadline, but it can't be reversed, and the legacy front ends may go away later.
Full guide: aero.xyz/aero-upgrade
NFA, DYOR
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Just got $25 from X Money out of nowhere 👀
Not sure what I did to earn it, but I'll take it.
Anyone else get one?
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"Four years ago we reimagined onchain exchange… Tonight, we launched the full realization of that vision."
I've been around for most of those four years, first on Velodrome, then Aerodrome. Seeing it all come together as one Aero is something else.
The world's first predictive liquidity layer is live. Let's see what it can do 🛫
aero.xyz/
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Searched my name in the @VelodromeFi Discord before bed. First time in Feb 13th, 2023.
The first one, Feb 13 2023: "GM Talents!"
The rest: answering questions, saying thanks, and reminding people that mods don't DM first.
"WILL NOT DM YOU" has been in my name the whole time. Tonight it gets to retire.
Wake up to @aeroxyz tomorrow. GN 🛫
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Tokenized stocks are quietly becoming a real market on base:0x940181a94a35a4569e4529a3cdfb74e38fd98631.
$430M in volume over 7 days. $218K+ in fees from stock pools alone. A new record, the night before launch.
Onchain equities aren't a narrative anymore, they're paying LPs and voters.
h/t @JordiMorris1
teapaw.org/JordiMorris1/status/21…
AERO stocks RECORD
$430MN volume in the last 7 days
over $218,000 in fees from stocks alone
Tonight Aero lifts to new Horizons 🛫
New Economic Model:
· smart fees, Predictive allocation, MEV tax and 7 networks expansion
🟢Join discord
discord.com/channels/1139239…
