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If you are a project founder and you have lost money during the last year, here are 4 tips on how to get it back from your own users:
- launch a points program and never publish the conversion rate
- airdrop in a token that can't be sold for 12 months, then unlock into a -70% chart
- put a claim fee that's larger than the claim itself
- sell the airdrop allocation to your own market maker and announce the claim page is "coming soon"
it's wild how much money flows into ai products right now
@vangrid_io is one of them and it goes after a real bottleneck:
physical ai and robotics can't train properly, without knowing what the actual ground looks like
satellites only catch roofs. mapping cars only cover the roads they can drive on. everything else stays missing, so training and deployment stay slow
vangrid flips ordinary phones into a capture network.
people shoot short videos of real places, those become 3d models, and each capture gets fingerprinted and locked onchain so anyone can check it's legit
companies or agents can post a bounty for the exact spot they need, put usdc behind it, and get the data back with no middleman in the way
basically physical ai finally gets fresh, verifiable ground truth that existing maps can't provide, and everyone involved gets something out of it
interesting, right?
Vangrid has raised $9M.
Thank you to our partners, supporters, and stakeholders for the conviction.
LLMs hit the text data wall. The next frontier is Physical AI and autonomous systems are starving for real-world spatial ground truth.
Satellites can't see sidewalks. Corporate fleets can't scale.
Vangrid turns 3 billion civilian smartphones into a decentralized perception grid.
Captured at the edge, verified onchain, delivered as ground truth for World Models and Sovereign Systems.
100K+ verified captures. Live bounty system. Real settlements on Base.
The grid is inevitable.
Mati retweeted
same 5.23% APY, two very different vaults on morpho
the grove vault, has $572m tvl and only 421 holders.
that's about $1.4m per holder.
the steakhouse prime usdc has $140m tvl and 7,727 holders.
that's about $18k per holder.
to me, holder count matters more than tvl. a big number held by a few wallets can leave fast. if one or two large depositors exit, withdrawals could get tight.
@grovedotfinance 's vault also launched only some months ago, so its track record is short.
holders aren't a perfect measure. one person can use many wallets, so this should always be checked if you are looking to holders as a metric.
of course grove vault has attracted capital for a reason. the exposure is much less compared to the prime usdc.
but for the same yield, holders count is also something that you should take in mind if you are looking to deposit on a vault.
same 5.23% APY, two very different vaults on morpho
the grove vault, has $572m tvl and only 421 holders.
that's about $1.4m per holder.
the steakhouse prime usdc has $140m tvl and 7,727 holders.
that's about $18k per holder.
to me, holder count matters more than tvl. a big number held by a few wallets can leave fast. if one or two large depositors exit, withdrawals could get tight.
@grovedotfinance 's vault also launched only some months ago, so its track record is short.
holders aren't a perfect measure. one person can use many wallets, so this should always be checked if you are looking to holders as a metric.
of course grove vault has attracted capital for a reason. the exposure is much less compared to the prime usdc.
but for the same yield, holders count is also something that you should take in mind if you are looking to deposit on a vault.
copy top predictors with one tap and social discussions is what prediction markets were missing.
most prediction markets feel like trading terminals. crowded screens, hard on your phone
@bagel_win fixes that
it’s a mobile-first app on top of polymarket’s markets and liquidity, so the prices are real. you open it, see a feed of live markets, follow top predictors, check their public positions and win rates
then copy them with one tap.
the social side matters too.
you can chat about the same market, follow friends or sharp predictors, and talk while the event is happening. sports, esports, crypto up/down, trending events, all from your phone.
basically you get real prediction markets with the simplicity of a social app
one tap to copy the good ones, and actual discussions instead of silent bets
crypto has lost $27.6 billion to hacks so far.
about $9.3 billion came from defi and another $3.7 billion was stolen from bridges.
since defi code is public and holds real money, attackers can study it for weaknesses, and transactions are irreversible, so stolen funds are usually hard to recover.
i’m not saying defi is bad. i like it and i believe in it. but it comes with the bigger risk in the crypto market.
my rule: don’t put all your money in one protocol.
stick to apps that have been audited and have been around for a while. and if a yield sounds too good to be true, it probably is.
the tech is still early and the risks are real.
source: @DefiLlama
as in irl, there is no other way to make big money than doing it unethically
crypto is full of this and it became more intense from last cycle till now
99% of people, who make big money on pumpfun fomo or any other social trading platform, do it with unethical ways
but there is the time where things go bad and people start calling each other "scammers"
Hi because you get rinsed by the same KOL grifters who have done it for years and never learn.
I tried calling out Ansem numerous times in the past for promoting micro cap and celeb tokens but gamblers brought him credibility and exit liquidity yet again this cycle.
So why should I care at all?
I am busy with recent incidents like the French bank heist, DPRK, or The Com where my work actually brings measurable impact rather than engagement from calling out known bad actors and saying the obvious.
stablecoin borrowing in defi has mostly been flat or shrinking over the past year
aave saw the largest net repayments.
morpho kept adding new debt in most months, including the latest
borrowing demand may be starting to come back
good times for nice yields if you are a lender
security that can be upgraded is the part most chains still can’t do
most blockchains treat security as fixed.
your account uses one signature type forever. contracts either can’t change or need messy proxy setups
when a new threat appears (like quantum computers breaking today’s signatures) you either fork the whole network, migrate everyone to new addresses, or just live with the risk
that creates a problem. security needs to evolve over time, but most systems lock it in at launch. users get stuck with whatever was safe five years ago
@starknet is built differently because of native account abstraction
on starknet every account is already a smart contract, not a simple private-key wallet.
that means the rules that protect the account (how you sign, what counts as valid, recovery methods) are just code. and that code can be upgraded in place.
you swap the logic, keep the same address, same balances, same history. no new wallet, no migration event, no network fork.
this is already being used for post-quantum security. developers have shown accounts that can switch to quantum-resistant signatures (like falcon-512) while everything stays where it is.
contracts work the same way. starknet has native upgradeability through a simple syscall. you replace the class hash and the new code takes over, storage stays intact.
basically you get security that isn’t frozen. accounts and contracts can improve their protection over time without breaking user experience or requiring coordinated hard forks
starknet has positioned itself already
🤖 Made with AI
in case you didn't notice,
Megaeth flipped Kaito as it's market cap pumped to $54.9M. Kaito sits at $53.5M
Just the beginning of a bull run
gMega
I looked at Aave’s numbers for the past week, and it turned out to be a real stress test
On Oct 29, everything was normal. TVL was $17.65B and daily fees were $1.40M.
Then the $6.3B Binance hack hit the market.
On Oct 30, Aave’s TVL fell almost 10% in one day, from $17.65B to $15.91B. Fees jumped to $1.9M, which tells me people were moving fast and pulling money out.
Within a few days, fees were back to the normal $1.2M to $1.4M range, and TVL climbed back to about $16.4B. The panic lasted roughly one day.
Then came Nov 4.
Fees shot up to $2.45M, the highest of the week and almost double the usual level.
This was probably linked to the midterm elections. What stands out is that TVL barely moved. People were not leaving. They were just borrowing and trading a lot more.
On Nov 5, TVL jumped 5% to $17.18B while fees stayed normal. That most likely came from rising asset prices, not new users.
My takeaways:
- @aave handled two very different shocks and returned to normal within a day each time
- TVL alone can mislead you, because it moves with prices.
- Fees are a better sign of real activity, so watch both numbers together.
these weeks data, was a good sign to see how the protocol behaves under pressure.
data: @DefiLlama
privacy and verification is the real problem nobody fully solved yet
you want your money moves to stay private when they need to be. but other people still need to know certain things are true - like "this protocol actually has the reserves it claims" or "this person meets the requirement."
right now you basically have to pick one. either everything is public (balances, timing, size of your position) or everything is hidden and no one can really verify anything. both suck once real money is involved
most chains show everything by default. most privacy tools just hide everything and make it hard to prove anything. institutions, lenders, and even regular users get stuck in the middle.
@primus_labs is trying to fix exactly that.
they let you prove specific things without showing the whole picture. with zkTLS you can prove something like “my balance is over X” or “this data came from a real exchange account” without handing over the actual numbers or your login.
then with encryption tech (FHE) they can still do math on the private numbers - transfers, yields, totals - so the amounts stay hidden the whole time
in practice it looks like this: their proof of reserves lets projects show total backing (on-chain + off-chain) with real cryptographic proof while the individual account details stay private.
their confidential vault on bnb lets you shield stablecoins, send them around, and earn yield without everyone seeing your balance or position size. you still fully control the money and can take it out anytime
basically: keep the sensitive stuff private, only prove the claims that actually matter. not full secrecy, not full transparency. just the useful middle
that’s the gap they’ve been building for
🤖 Made with AI
