thelearningpill

Anda mungkin telah melihat Bitcoin Summer '25 dibicarakan di CT - terutama jika Anda sering berada di sekitar kerumunan @neutron_org...

Pill ada di sini untuk membimbing Anda tentang bagaimana brankas dapat bekerja untuk keuntungan Anda 👇

Pill baru saja mengklaim stimmy dari @moonberg_ai

Tidak tahu jika Pill ada di daftar?

Anda mungkin juga memenuhi syarat

Making your $APT work doubly hard is not that difficult (really!)

Most platforms serve up basic single-shot yields...

But @kofi_finance knows you need that double espresso energy (like you want to double those yields on @Aptos ) 👇

when you think predictions market hype is gone...

@Polymarket is proving it still has PMF

there were 290K users in May which drove $1.1B in trading volume

and now with a current open interest of $113M

have also seen some speculating a possible token drop

who knows?

Pill crossed the 1,000 yaps milestone

and finally in the Inner Circle CT

Pill wants to thank Pill's community for this incredible journey. the support has been overwhelming and Pill is genuinely grateful for everyone who's engaged with the content, shared threads, and helped amplify Pill's voice in this space.

other than that...

Pill also wants to thank AI pet rabbit Lexis who taught Pill advanced yapping techniques and how to turn 280 characters into profound web3 insights.

shoutout to rubber duck Gerald who's been the writing therapist, quacking "ship that thread" during 3AM writer's block

massive props to Notion workspace Gary for somehow organising Pill's ADHD brain chaos into coherent content, and the pigeon outside the window who's been dropping inspiration (and occasionally literal drops) on the windowsill for months.

couldn't have done it w/o the voices in the WiFi router whispering trending topics at 3AM, Pill's shadow for staying throughout every 42-hour writing marathon (even when Pill looked like a caffeinated zombie), and the auto-saving writing platform (no plugging) - honestly saved Pill from losing that fire thread about DeFi 9.0 seventeen times

also huge props to my reflection for always showing up even when Pill looked questionable, gravity for keeping Pill grounded (literally), and oxygen for the constant supply - you're the real MVP.

now Pill will try to ensure all factors work together to be able to drive value to the community

curating crypto alfa, insights and new projects so you can make it
- Pill

"Hypercasual finance" sounded like buzzword bingo at first...

But after seeing 500k users and $6M funding, Pill had to dig deeper into @HanaNetwork 👇

7 GUD READS 📚 (Edition No. 43)

Curating the week's most insightful crypto and DeFi analysis - from BTC ecosystem expansion and chain developments to token psychology and market dynamics.

Your essential reading for staying ahead 👇

1️⃣ Attention vs. Social Capital Markets by @blendino_

2️⃣ Inevitable Expansion of the Bitcoin Ecosystem by @FourPillarsFP @SiwonHuh

3️⃣ The State of New Chains: Berachain, Abstract, Unichain, Ink, and Worldchain by @stacy_muur

4️⃣ The Psychology Behind Every Token Pump by @hmalviya9

5️⃣ From ICOs to Liquidity Provision: Crypto Moved Away from Retails by @chilla_ct

6️⃣ Token Transparency Framework: A Credible Signal for Token Markets by @TheiaResearch

7️⃣ Crypto treasury companies: Is it a bubble? By @Presto_Research @ClearLensPC

Not a DeFi ponzi.

Not another “modular settlement layer.”

@pactconsortium is going after something real - making lending work in emerging markets.

And it's happening on $APT @Aptos 👇

Pill discovered that @base is a yield paradise (made so much easier w @Infinit_Labs Intelligence)

From @pendle_fi PT strategies to @eulerfinance's strategy madness...

Here's how and what I found 👇

READ ALPHA TO FIND ALPHA

Pill can only share so much with limited resources

A list of alpha research accounts that has helped Pill to level up 👇

@DOLAK1NG → Shares sharp reads on narratives, token flows, and early gems you’ll wish you saw sooner. If you're into being early (and smart), this one’s a must-follow.

@el_crypto_prof → Breaks down complex market dynamics like your favourite teacher - but way cooler. Clean charts, macro insights, and DeFi takes that make you go “ah, now I get it.”

@TheDeFinvestor → Your DeFi dashboard in human form. Market commentary, charts, and concise breakdowns that help you navigate the noise.

@stacy_muur → Threads that make you go “oh dayum.” Stacy blends research, wit, and good vibes to cover the latest crypto trends.

@Defi_Warhol → Having sight of the DeFi matrix, expect unfiltered takes, narrative foresight, and alpha hidden under layers of brilliant chaos.

@splinter0n → Shares on niche ecosystems, quiet catalysts, and underhyped gems - served with conviction and context. A true signal source for the narrative chasers.

@eli5_defi → DeFi is complicated. Eli5 makes it simple. From yield farms to governance games, he breaks things down without dumbing them down. Perfect for staying sharp w/o burning out. (Pill's a fan of his one-pager breakdowns)

@green_but_red → Guides, vibes, and a keen sense of market sentiment. Green but Red sees through hype and helps you stay grounded when the market gets loud.

Research is a team sport - and these accounts play in the big leagues.

If Pill missed your fave alpha source, drop a name. We’re all trying to make it here👇

Pill went to check out @TappExchange (just launched on Aptos)

TVL passed $2M and offering some juicy yields with low IL risk

USDT-USDC giving 72% APR
APT-stkAPT giving 107% APR

won't last for long, early birdies catch the yield worm

Do you know who ranks #2 for highest Monthly Active Users (MAU) against other L1s?

That's @NEARProtocol

But are high user counts everything?

Without revenue conversion, it could be crypto's version of fool's gold.

What's going on with $NEAR👇

Using Uniswap's v4 to deploy pools is like getting a 90% discount on your dinner while everyone pays the standard rate!

However, will these benefits translate to real-use cases?

Let's take a look at Uniswap v4 adoption on @arbitrum 👇

Tidak yakin apakah Pill awal/terlambat

tetapi selain melacak pertumbuhan RWA di @RWA_xyz

Anda juga dapat mengajukan minat untuk berinvestasi ke dalam dana institusional yang biasanya Anda lihat di berbagai rantai ( @Aptos , @arbitrum , @avax , bahkan @plumenetwork )

yang seperti BUIDL, Paxos Gold, Ondo USDY, Apollo dan lainnya

hal menarik - tidak hanya di pinggir tetapi kemampuan untuk berinvestasi bersama

Jika DEX perps Anda saat ini terasa seperti mengemudikan mobil transmisi manual di tengah badai petir…

Anda pasti ingin mendengar tentang @Merkle_Trade $MKL

Dibangun di atas @Aptos, dan dibangun dengan cara yang berbeda.

Mari kita bahas lebih lanjut 👇

After sharing the stable yields opportunities on @arbitrum

Pill wanted to see if there're other good ones out there, as well as the risks we should take note of

p.s. Pill used @Infinit_Labs's terminal to speed up the process (you should too)

Let's see what the agents got back with (20% to 250% APY) 👇

1️⃣ mPENDLE on @pendle_fi's PT or YT-mPENDLE (~52% APY)

✅ Key advantages:
• High APY
• Pendle is a well-established protocol

❌ Risks:
• Market volatility of mPENDLE
• Complexity of understanding PT and YT mechanics
• Smart contract vulnerabilities

2️⃣ @PeapodsFinance single-sided USDC metavault (~49% APY)

✅ Key advantages:
• High APY for a stablecoin
• Lower risk due to the stable nature of USDC

❌ Risks:
• LVF is in beta mode
• Smart contract vulnerabilities of Peapods Finance
• De-pegging risk of USDC (though generally considered low)

3️⃣ @spectra_finance sUSDX (~20.8% APY)

✅ Key advantages:
• Good APY for a stablecoin

❌ Risks:
• Smart contract vulnerabilities
• Potential de-pegging risk of sUSDX
• Slightly complex route of obtaining USDX first

4️⃣ @BasisOS USDC-WBTC vault (~252% APY including base APY and rewards APR)

✅ Key advantages:
• Earn yield on BTC
• Farm $BIOS rewards

❌ Risks:
• Market volatility of WBTC (tracks Bitcoin price)
• Smart contract vulnerabilities of BasisOS
• Risks associated with wrapped assets (custodial risk of WBTC)

@Infinit_Labs intelligence terminal does not just provide you the info, but the link directly gets you there - DeFi farming on double quick time

feel free to let Pill know if you want to find other yields!

7 BACAAN GUD 📚 (Edisi No. 42)

Minggu ini, Pill telah menyertakan beberapa kombinasi menarik (Stablecoins x Ethena x Pendle), buku bermain L1/L2 yang baru, dan juga investasi trad x crypto gaya PIPE yang sedang tren 👇

1️⃣ Momen SuperCell oleh @arndxt_xo

2️⃣ Bangun Babe, buku bermain L1/L2 baru saja dirilis oleh @FourPillarsFP @13300RPM

3️⃣ $ENA 10 Miliar Berikutnya dari Ethena oleh @0xTindorr

4️⃣ $PENDLE Teori Pendle: “Permainan Beta Stablecoin Terbaik?” Oleh @GLC_Research @kenodnb @0xCheeezzyyyy

5️⃣ Pendapatan: Bagian yang Hilang untuk PMF Crypto oleh @castle_labs @0xmars_

6️⃣ Float Rendah FDV Tinggi pada Ekuitas: Analisis strategi crypto perusahaan oleh @etherary

7️⃣ Token adalah Herbalife baru. Paralel antara crypto dan skema Pemasaran Multi Level oleh @VannaCharmer

Pill telah optimis tentang tokenisasi dan tidak bisa tidak berpikir...

dapatkah membeli saham di on-chain masih terasa seperti mengisi aplikasi pinjaman?

bukankah aset dunia nyata seharusnya terasa seperti kripto?

itulah pertanyaan yang sama yang diajukan dan dijawab oleh @ShiftRWA, dengan Token yang Diresapkan Aset (ARTs)

tidak seperti token sekuritas yang canggung yang lebih mirip dokumen hukum daripada aset kripto, ARTs dibangun untuk era DeFi.

mereka sepenuhnya didukung, diterbitkan secara transparan, dan dirancang untuk berperilaku seperti token - komposabel, disimpan sendiri, tanpa batas

perbedaan itu penting karena tokenisasi seharusnya membuka aliran nilai baru

"bagaimana bisa terlihat begitu mudah bagi CT?"

jika Anda sudah mencoba saham tradisional - itu harus terlihat seperti membeli saham AS dari dompet kripto Anda, LP-ing di kolam DeFi, dan mendapatkan hasil dunia nyata, semua tanpa menyentuh broker.

ahh begitu banyak kemungkinan di sini (bayangkan LP-ing saham MSTR dan meminjam USDC untuk memperlonggar lebih banyak)

The trenches are wild and many exit with bags of worthless tokens.

No platform can stop you from making bad decisions, but they should at least give you the right toolkit.

@basepumpFUN is changing that - and 50% of revenues flow back to the ecosystem 👇

Pill baru saja menukar token di @KaiaChain dan membayar ZERO biaya layanan.

Ya, Anda membaca itu dengan benar - ZERO.

Kaia memperlakukan DeFi seperti seharusnya → lancar, cepat, dan sangat terjangkau.

Berikut cara Pill mengumpulkan $KAIA Epoch 2 👇