Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
View call →
I help busy people cut through the noise in DeFi. Systems driven research without the hype or bs.
Cite asCryptoQuant has tracked the directional calls on HOOD by @thedefiedge on X since Jan 2022: not yet scored on HOOD (as of Nov 11, 2026).
Other assets covered (16)
No HOOD calls in our data yet.
Relative view by default: fewer than 30 HOOD calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @thedefiedge to submit corrections.
Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Hyperliquid's letter to the SEC leaves the door open. I put it in my top 7 reads this week, next to Robinhood Chain's 99% fee crash and a checklist for the next runner:
Could US users get a HYPE airdrop? Hyperliquid's letter to the SEC leaves the door open. I put it in my top 7 reads this week, next to Robinhood Chain's 99% fee crash and a checklist for the next runner:
View original →@solana halved its block time, @Starknet wants to break up with Ethereum, and @papertrade_xyz launched 1000x perps where losing is how you earn the token. 7 updates worth catching up on: • @anza_xyz took @solana's 200ms slots live on October 9, halving its block time. An epoch now takes about a day instead of two, and Alpenglow with ~150ms finality is coming next week. • @Starknet is actively considering becoming an L1 to remove its dependence on Ethereum. The goal is to be the first fully quantum-resistant network, with 2027 as the target. • @chainlink launched CCIP Vault Adapters, letting a DeFi vault on one chain take deposits from 80+ chains in one click. @aave, @Lombard_Finance, @veda_labs, and @VenusProtocol have already signed on. • @RobinhoodCrypto is exploring a Stock Token tied to an actively managed ETF on Robinhood Chain, with @TRowePrice ($1.9T AUM). It says it'd be the first Stock Token of its kind if it works. • @raincards launched Rain wallets, a single stablecoin balance you can get paid into, earn rewards on, spend at 175M merchants, and send in 50+ currencies. • @papertrade_xyz went live on @HyperliquidX on October 10, a perps exchange offering 1000x leverage with no orderbook and no funding fees. Every trade settles against a self-funding LP, and $PAPER can only be minted from traders' losses. • @longdotxyz is turning hedged trades into tokens you can buy in one click. Its first basket, AI Nexus, is long AI names and short QQQ, and holders are set to get a say in its composition once community management goes live. @papertrade_xyz was the most interesting launch for me. The "lose-to-earn" mechanic took me back to DeFi's old mechanism-design era, including the part where degens gamed it on day one. I'll always be a sucker for crazy designs that only work onchain.
🗡️ What DeFi Shipped 🚢 (Oct 16): @solana halved its block time, @Starknet wants to break up with Ethereum, and @papertrade_xyz launched 1000x perps where losing is how you earn the token. 7 updates worth catching up on: • @anza_xyz took @solana's 200ms slots live on October 9, halving its block time. An epoch now takes about a day instead of two, and Alpenglow with ~150ms finality is coming next week. • @Starknet is actively considering becoming an L1 to remove its dependence on Ethereum. The goal is to be the first fully quantum-resistant network, with 2027 as the target. • @chainlink launched CCIP Vault Adapters, letting a DeFi vault on one chain take deposits from 80+ chains in one click. @aave, @Lombard_Finance, @veda_labs, and @VenusProtocol have already signed on. • @RobinhoodCrypto is exploring a Stock Token tied to an actively managed ETF on Robinhood Chain, with @TRowePrice ($1.9T AUM). It says it'd be the first Stock Token of its kind if it works. • @raincards launched Rain wallets, a single stablecoin balance you can get paid into, earn rewards on, spend at 175M merchants, and send in 50+ currencies. • @papertrade_xyz went live on @HyperliquidX on October 10, a perps exchange offering 1000x leverage with no orderbook and no funding fees. Every trade settles against a self-funding LP, and $PAPER can only be minted from traders' losses. • @longdotxyz is turning hedged trades into tokens you can buy in one click. Its first basket, AI Nexus, is long AI names and short QQQ, and holders are set to get a say in its composition once community management goes live. @papertrade_xyz was the most interesting launch for me. The "lose-to-earn" mechanic took me back to DeFi's old mechanism-design era, including the part where degens gamed it on day one. I'll always be a sucker for crazy designs that only work onchain.
View original →Hyperliquid landed on the Bloomberg Terminal, USDT is launching on Bitcoin, and more. 10 updates worth catching up on: • @HyperliquidX just landed on the Bloomberg Terminal, the default screen of TradFi. It's a massive legitimacy signal. • @tether launches USDT on Bitcoin this month through RGB, with private transfers, direct BTC/USDT swaps, and BTC-collateralized lending. • @aave proposed an Aave Foundation, a memberless Cayman Islands entity that would hold Aave's trademark and IP on behalf of the DAO. • @Ostium is rebuilding as Gateway, a whitelisted API and liquidity layer selling RWA perps access to venues, family offices, and pro desks. • @virtuals_io opened Virtuals App in closed beta: a personal AI with its own wallet and market access. You set its limits and permissions, then put it to work like your own quant. • @DriftFDN opened DFX claims and redemptions for victims of its April 1 exploit, paying 1 DFX per $1 lost. DFX currently redeems for about $0.01 each. • Chromia is proposing to remove its 978M CHR supply cap and issue 125,000 new CHR daily. That's ~45.6M CHR a year, or ~4.7% inflation in year one. • @longdotxyz rolled out a community vault LP upgrade that moves stock-pair vault liquidity into USDG/STOCK pools on Robinhood Chain. The goal is to make LONG pairs the largest external LPs for tokenized stocks, with LP fees compounding back into the vault. • @theInterfold shipped receipt-free secret ballots on Ethereum mainnet. Ballots stay private, the tally is encrypted, and threshold decryption produces a verifiable result with no trusted hardware. My favorite update this week is Hyperliquid landing on Bloomberg. Bloomberg now streams Hyperliquid perps on the S&P 500, gold, and crude. When Wall Street shuts down on Friday afternoon and something big happens over the weekend, traders on the terminal can still see where the market is pricing it, live and onchain. For years TradFi rolled its eyes at crypto. Now it's checking Hyperliquid on a Saturday to see where oil is trading.
🗡️ What DeFi Shipped 🚢 (Oct 9): Hyperliquid landed on the Bloomberg Terminal, USDT is launching on Bitcoin, and more. 10 updates worth catching up on: • @HyperliquidX just landed on the Bloomberg Terminal, the default screen of TradFi. It's a massive legitimacy signal. • @tether launches USDT on Bitcoin this month through RGB, with private transfers, direct BTC/USDT swaps, and BTC-collateralized lending. • @aave proposed an Aave Foundation, a memberless Cayman Islands entity that would hold Aave's trademark and IP on behalf of the DAO. • @Ostium is rebuilding as Gateway, a whitelisted API and liquidity layer selling RWA perps access to venues, family offices, and pro desks. • @virtuals_io opened Virtuals App in closed beta: a personal AI with its own wallet and market access. You set its limits and permissions, then put it to work like your own quant. • @DriftFDN opened DFX claims and redemptions for victims of its April 1 exploit, paying 1 DFX per $1 lost. DFX currently redeems for about $0.01 each. • Chromia is proposing to remove its 978M CHR supply cap and issue 125,000 new CHR daily. That's ~45.6M CHR a year, or ~4.7% inflation in year one. • @longdotxyz rolled out a community vault LP upgrade that moves stock-pair vault liquidity into USDG/STOCK pools on Robinhood Chain. The goal is to make LONG pairs the largest external LPs for tokenized stocks, with LP fees compounding back into the vault. • @theInterfold shipped receipt-free secret ballots on Ethereum mainnet. Ballots stay private, the tally is encrypted, and threshold decryption produces a verifiable result with no trusted hardware. My favorite update this week is Hyperliquid landing on Bloomberg. Bloomberg now streams Hyperliquid perps on the S&P 500, gold, and crude. When Wall Street shuts down on Friday afternoon and something big happens over the weekend, traders on the terminal can still see where the market is pricing it, live and onchain. For years TradFi rolled its eyes at crypto. Now it's checking Hyperliquid on a Saturday to see where oil is trading.
View original →Mostly hold it and trade it. Almost all of the products people actually use around stocks still live inside banks. Structured notes are a good example. They're products that pay you a regular coupon as long as a stock doesn't fall too far, and banks issued roughly $538B of callable structured notes last year. However, there’s basically no real onchain version of that market. @notesystems is trying to turn that desk into a protocol on Robinhood Chain. The easiest way to understand it is that a structured note is basically matching two different needs. • One side of users has stablecoins and wants yield. • The other side already owns a stock and wants protection if it falls hard. Normally, a bank sits between them. Note Systems replaces that middle layer with smart contracts. The stablecoin side deposits USDG and earns a coupon while the stock stays above a set barrier. The stock holder pays those coupons and gets downside protection without selling. Everything is locked upfront, so the note itself doesn’t have margin calls or liquidations. The interesting part is each COUPON and SHIELD position is an ERC-1155 token, so it can be moved, used as collateral, or plugged into other apps. They already have Credit through Morpho and Omni through LayerZero built around that idea. The full protocol is still on testnet for now, with 5k+ users and 48 note series so far. The points pre-season is live too, rewards grow with how much of the protocol you use, and they carry into mainnet, follow @notesystems for updates. Robinhood Chain already brought stocks onchain. Now Note Systems is trying to bring the financial products built around those stocks onchain too.
What can you actually do with a tokenized stock right now? Mostly hold it and trade it. Almost all of the products people actually use around stocks still live inside banks. Structured notes are a good example. They're products that pay you a regular coupon as long as a stock doesn't fall too far, and banks issued roughly $538B of callable structured notes last year. However, there’s basically no real onchain version of that market. @notesystems is trying to turn that desk into a protocol on Robinhood Chain. The easiest way to understand it is that a structured note is basically matching two different needs. • One side of users has stablecoins and wants yield. • The other side already owns a stock and wants protection if it falls hard. Normally, a bank sits between them. Note Systems replaces that middle layer with smart contracts. The stablecoin side deposits USDG and earns a coupon while the stock stays above a set barrier. The stock holder pays those coupons and gets downside protection without selling. Everything is locked upfront, so the note itself doesn’t have margin calls or liquidations. The interesting part is each COUPON and SHIELD position is an ERC-1155 token, so it can be moved, used as collateral, or plugged into other apps. They already have Credit through Morpho and Omni through LayerZero built around that idea. The full protocol is still on testnet for now, with 5k+ users and 48 note series so far. The points pre-season is live too, rewards grow with how much of the protocol you use, and they carry into mainnet, follow @notesystems for updates. Robinhood Chain already brought stocks onchain. Now Note Systems is trying to bring the financial products built around those stocks onchain too.
View original →
