StacyMuur

Nr of protocols with >$1M in monthly fees ↓
Ethereum: 36
Solana: 22
Base: 7
BNB: 6
Arbitrum: 6
Hyperliquid: 5
Polygon: 4
Tron: 2
Avalanche: 1
Plasma: 1
Optimism: 1
Just in case you thought about writing another "Ethereum is dead" article

Tier List of Cognitive Biases
S:
Hindsight Bias
Negativity Bias
Survivorship Bias
Confirmation Bias
Overconfidence Bias
Dunning-Kruger Effect
A:
Recency Bias
Framing Effect
Herd Mentality
Anchoring Bias
B:
Optimism Bias
Pessimism Bias
Self-Serving Bias
Mental Accounting
Fundamental Attribution Error
C:
Halo Effect
Affinity Bias
Authority Bias
D:
Out-group Bias
In-group Bias
Stereotyping
Discuss.

The only 4 Ps to make it in crypto ↓
• Perps
• Privacy
• Payments
• Prediction markets

What’s happening right now does feel like crypto going through a brutal correction.
Think about it:
→ Max euphoria
→ Shortcuts get exposed
→ The ecosystem gets a reality check
→ People go back to fundamentals
What happens after?
Well, if history tells us anything, people called these dead too:
- DeFi TVL: $55B (2022) → $270B (2025)
- Stablecoin market cap: ~$120B (2023) → record $251.7B (2025)
- Tokenized Treasuries: $1.3B (2024) → $13.8B (2026)
- DEX market share: 6.0% (2021) → 21.2% (2025)
I know we're hurting rn, but I think this is where the teams with real products start to stand out.
IMO

The Arbitrum KelpDAO thing is pretty simple to me.
North Korea hacked $292 million.
$71 million of it was sitting on Arbitrum.
The Security Council, 9 out of 12 elected members, froze it before the hacker could bridge it back to mainnet.
And now people are upset about decentralization?
Yeah, nobody should be able to touch your funds.
That's the whole point.
But we're talking about the Lazarus Group here, state-sponsored hackers and stolen funds mid-withdrawal.
This isn't some DAO freezing a competitor's treasury because they felt like it. The council didn't even decide what happens to the mone

Why so many hacks recently?
$1.01B lost to hacks in 2026. We're not even through April.
April alone accounts for $577M across just three exploits:
Every major hack this year had one thing in common, the exploit didn't live in the smart contract; it lived in the off-chain layer: private keys, multisig operators, bridge configs, supply chain backdoors.
Opaque off-chain logic is where attackers camp. They're patient, they're thorough, and they've had years to map every trusted operator in your stack. You just don't know it yet.
The answer isn't human-in-the-loop checkpoints; that just adds more s

What's one yield protocol you trust 100% with your money?

Coins ranked by the IQ of their holders
1. Bitcoin
2. Hyperliquid
3. Ethereum
4. USDC
5. Solana
6. Monero
7. BNB
8. Pump
9. Pepe
10. Pi Network

Coins ranked by the IQ of their holders
1. Bitcoin
2. Hyperliquid
3. Ethereum
4. Solana
5. Solana
6. Monero
7. BNB
8. Pump
9. Pepe
10. Pi Network

I swear CT is one DeFi hack away from posting "GRWM" and "What's in my bag" videos

Tradable pairs on DEXs ↓
Uniswap: 21.2M
PancakeSwap: 2.7M
QuickSwap: 141.9K
Orca: 77.9K
SushiSwap: 70.3K
LFJ: 53.0K
Aerodrome: 27.4K
DODO: 23.0K
Balancer: 8.2K
ApeSwap: 7.8K
Uniswap has more pairs than all of its competitors combined.

AI bubble bursting = 2008 recession.
But it would be a good thing.
Painful, but good.
The hype around AI got way ahead of the value it delivers imo and most people paying $20/month think AI is cheap.
It isn't.
Companies charge $20 for basic usage, but serving one heavy user costs way more:
→ One Google Cloud A3 Mega machine costs roughly $67K/month if it runs nonstop
→ One NVIDIA DGX H100 server: ~$700/month in electricity alone (before cooling or staff)
→ Claude Opus 4.7: $5 per 1M input tokens and $25 per 1M output tokens.
And it's not just power.
Helium matters too, it's critical for chipma