Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
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I help busy people cut through the noise in DeFi. Systems driven research without the hype or bs.
accuracy score 48.6 on SOL over 11 SOL calls · 252 days of data · rank 33 of 34 SOL analysts (top 97.1% of the pool) · top 5.08% of an estimated 650 SOL analysts worldwide · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 11 directional calls on SOL by @thedefiedge on X since Jan 2022: ranked #33 of 34 analysts scored on SOL by accuracy — in the Top 10% of an estimated 650 SOL analysts worldwide (as of Nov 11, 2026).
Other assets covered (16)
Relative view by default: fewer than 30 SOL 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.
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You don't have to sit on 0% while you wait for an entry. There are 3 places paying around 8% on stablecoins right now, with no leverage. The best one isn't the highest rate. 1. USD1 on Dolomite (Ethereum), ~8% APR The simplest one. Deposit $USD1 into @Dolomite_io's lending market and earn interest from borrowers. The 8% is about 3.8% lending interest plus 4.3% in rewards. ~$319M supplied and ~$51M sitting available, so getting out shouldn't be a problem. The catch is over half the yield is rewards, claimed separately through Merkl. Without them you're closer to 3.8%. 2. Plume x Re7 vault on Kamino (Solana), ~8.2% APY Deposit $USDC into the Plume x Re7 USDC vault in @kamino's Earn section. About 3.8% is borrower interest and 4.4% is incentives. ~$7.8M in it. Heads up, the 90-day average is 6%. Treat 8.2% as lasting about as long as the incentives do. 3. ONyc on Loopscale (Solana), ~8.3% APY @onrefinance's $ONyc earns yield from reinsurance, basically the premiums insurance companies pay to protect themselves. On @Loopscale you deposit $USDC, borrowers put up ONyc as collateral, and the interest they pay is your yield. Almost all of it is real lending interest, not rewards. The catch is it's 98% lent out, so only ~$390K of $24M can come out right now. Size it small. If you want more and can wait, @Rockaway_X's OnRe Core Vault has averaged ~11% over the past month, with a 7-day wait to redeem. Which would you use? If you're parking cash for a better entry, getting it back fast matters more than squeezing out another 2-3%. That's Dolomite or Kamino. None of this is risk-free. Smart contract bugs, depegs, falling yields, and thin withdrawal liquidity can all bite. Where are you parking your stables right now?
View original →🗡️ What DeFi Shipped 🚢 (Oct 26) Solana now finalizes in about 150ms, Balaji's Network School bought Farcaster, and Privacy Pools shipped a big v2: 9 updates worth catching up on: • @solana switched on Alpenglow on mainnet, its biggest consensus change since launch. Finality drops from 12.8 seconds to about 150ms. • Balaji's Network School is buying @farcaster_xyz from @neynarxyz, less than 9 months after Neynar bought it. Farcaster becomes the "Network State Protocol." • @Ledger launched Agent Intent in beta. AI agents can propose trades and moves, but nothing goes through until you approve it on your Ledger. Interesting idea but think ledger has had a lot of reputational hits lately. • @0xprivacypools launched v2 on 7 chains. You can send private payments, request money with a link, earn Aave yield, and swap without leaving the pool. Deposits are still screened, so it stays compliant. • @Pumpfun partnered with @PreStocks. You can trade pre-IPO tokens for OpenAI, Anthropic, Anduril, Neuralink, Kalshi, Polymarket, and more (not open to US users). • @defillama launched prediction markets that settle on DefiLlama data, built with @Trueo_'s permissionless markets. • @Kintsu opened a private beta on @CantonNetwork for lending and staking. Testers can supply USDC, borrow against Canton Coin, and stake CC. • @longdotxyz turned on community basket management for AINX. Holders now vote on what goes in the basket every 7 days and earn fees from AINX trading. • @papertrade_xyz says PAPER will stay non-transferable for now. If outside perp markets listed PAPER, attackers could short it while trying to drain the bankroll. The markets are down but DeFi keeps shipping
View original →Pokemon cards on Solana just out-earned Polymarket this week. Top 5 protocols by revenue: 1. @papertrade_xyz $28.5M 2. @HyperliquidX $16M 3. @Pumpfun $12.6M 4. @Collector_Crypt $4.3M 5. @Polymarket $4.1M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp is up 18% this week, 84% this month. People are starting to notice.
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 $PAPER can only be minted from traders' losses. • @longdotxyz is turning hedged trades into tokens you can buy in one click. Its first basket, AI Nexus, is long AI names and short QQQ, and holders are set to get a say in its composition once community management goes live. @papertrade_xyz was the most interesting launch for me. The "lose-to-earn" mechanic took me back to DeFi's old mechanism-design era, including the part where degens gamed it on day one. I'll always be a sucker for crazy designs that only work onchain.
View original →$STONK is up 513% in the last 30 days, but its revenue pace is down 34%. The SEC just made token buybacks a lot easier, so I wanted to know which protocols are actually earning more while their tokens lag behind. I checked 23 revenue tokens across 7 sectors and compared revenue pace to 30D price growth. Launchpads - https://t.co/f1pTxLVLNd: Revenue -34% | $STONK +513% - https://t.co/h9VveifpFO: Revenue -7% | $BONK +19% - https://t.co/xR4HP5omQ3: Revenue +34% | $PUMP +52% - Pons: Revenue -66% | $PONS -52% Chains - TRON: Revenue -3% | $TRX +2% - Polygon: Revenue +4% | $POL +13% - Avalanche: Revenue +51% | $AVAX +46% - Arbitrum: Revenue +20% | $ARB +54% DEXs - Curve: Revenue +69% | $CRV +5% - Raydium: Revenue -33% | $RAY +145% - Uniswap: Revenue -33% | $UNI +45% Perp DEXs - Hyperliquid: Revenue -12% | $HYPE +10% - Lighter: Revenue +3% | $LIT -16% - GMX: Revenue +47% | $GMX +13% Lending - Aave: Revenue -1% | $AAVE +38% - Sky: Revenue -1% | $SKY +39% - World Liberty: Revenue +4% | $WLFI -2% Cross-chain - THORChain: Revenue -5% | $RUNE +62% - Chainflip: Revenue +40% | $FLIP -26% - NEAR: Revenue +21% | $NEAR +125% Liquid staking - Lido: Revenue +5% | $LDO +22% - https://t.co/amwOX2ZI2i: Revenue +8% | $ETHFI +37% - Solv: Revenue +4% | $SOLV +32% A few of these tokens are pumping while the protocol makes less money. $STONK is the wildest, but $RAY and $UNI are doing it too: - $RAY: Revenue -33% | Price +145% - $UNI: Revenue -33% | Price +45% And a few are earning way more while the token barely moves: - $CRV: Revenue +69% | Price +5% - $GMX: Revenue +47% | Price +13% - $FLIP: Revenue +40% | Price -26% None of this means $CRV or $GMX has to go up. 30 days is a short window, and revenue only helps a buyback if it actually flows back to the token. But if I'm hunting for buyback plays, I'd start with the ones where revenue keeps climbing and price hasn't caught on yet. I'd rather dig into those than ape whatever token just announced a buyback. What revenue tokens are you watching right now?
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