thelearningpill

You’ve probably seen Bitcoin Summer ’25 being tossed around on CT - especially if you hang around the @neutron_org crowd...

Pill is here to walk you through how the vaults can work to your favour 👇

Pill just claimed a stimmy from @moonberg_ai

Didn't even know Pill was on the list?

You could probably qualify too

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" brzmiało na początku jak bingo słów kluczowych...

Ale po zobaczeniu 500 tys. użytkowników i 6 mln dolarów finansowania, Pill musiał zgłębić temat @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

Nie jest to DeFi ponzi.

Nie kolejna „modularna warstwa rozliczeniowa.”

@pactconsortium dąży do czegoś realnego - sprawienia, by pożyczki działały na rynkach wschodzących.

I to się dzieje na $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

Czy wiesz, kto zajmuje 2. miejsce pod względem najwyższej liczby aktywnych użytkowników miesięcznie (MAU) w porównaniu do innych L1?

To @NEARProtocol

Ale czy wysoka liczba użytkowników to wszystko?

Bez konwersji przychodów, to może być kryptowalutowa wersja złota głupców.

Co się dzieje z $NEAR👇

Korzystanie z Uniswap v4 do wdrażania pul jest jak uzyskanie 90% zniżki na kolację, podczas gdy wszyscy płacą standardową stawkę!

Jednak czy te korzyści przełożą się na rzeczywiste przypadki użycia?

Przyjrzyjmy się adopcji Uniswap v4 na @arbitrum 👇

Niepewien, czy Pill jest wczesny/późny

ale oprócz śledzenia wzrostu RWA na @RWA_xyz

możesz także złożyć zainteresowanie inwestycją w te fundusze instytucjonalne, które często widzisz na różnych łańcuchach ( @Aptos , @arbitrum , @avax , nawet @plumenetwork )

takie jak BUIDL, Paxos Gold, Ondo USDY, Apollo i inne

fajne rzeczy - nie tylko na boku, ale możliwość inwestowania razem

If your current perps DEX feels like driving a stick-shift through a thunderstorm…

You’re going to want to hear about @Merkle_Trade $MKL

Built on @Aptos , and built different.

Let’s get into it 👇

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 ŚWIETNYCH LEKTUR 📚 (Wydanie nr 42)

W tym tygodniu Pill dodał kilka interesujących kombinacji (Stablecoiny x Ethena x Pendle), nowy podręcznik L1/L2 oraz aktualne trendy w inwestycjach PIPE w stylu tradycyjnym x kryptowalutowym 👇

1️⃣ Moment SuperCell według @arndxt_xo

2️⃣ Obudź się, kochanie, nowy podręcznik L1/L2 właśnie wyszedł od @FourPillarsFP @13300RPM

3️⃣ $ENA Następne 10 miliardów Etheny według @0xTindorr

4️⃣ $PENDLE Teza Pendle: „Najlepsza gra beta Stablecoina?” Według @GLC_Research @kenodnb @0xCheeezzyyyy

5️⃣ Przychody: Brakujący element dla PMF kryptowalutowego według @castle_labs @0xmars_

6️⃣ Niskie floaty Wysoka FDV na akcjach: Analiza strategii korporacyjnych w kryptowalutach według @etherary

7️⃣ Tokeny to nowy Herbalife. Paralele między kryptowalutami a schematami marketingu wielopoziomowego według @VannaCharmer

Pill’s been bullish on tokenisation and can't help but wonder...

does buying a stock on-chain still feel like filling out a loan application?

shouldn’t real-world assets actually feel like crypto?

that’s the same question @ShiftRWA is asking, and answering, with Asset-Referenced Tokens (ARTs)

unlike clunky security tokens that act more like legal paperwork than crypto assets, ARTs are built for the DeFi age.

they’re fully backed, transparently issued, and designed to behave like tokens - composable, self-custodied, borderless

that distinction matters because tokenisation should be unlocking new value flows

"how can it look so easy for CT?"

if you've dabbled in trad equities - it should look like buying a US stock from your crypto wallet, LPing it in a DeFi pool, and earning real-world yield, all without touching a broker.

ahh so many possibilities here (imagine LP-ing MSTR shares and borrowing USDC to long more)

Rowy są dzikie, a wielu wychodzi z torbami bezwartościowych tokenów.

Żadna platforma nie może powstrzymać cię przed podejmowaniem złych decyzji, ale przynajmniej powinna dać ci odpowiednie narzędzia.

@basepumpFUN to zmienia - a 50% przychodów wraca do ekosystemu 👇

Pill właśnie wymienił tokeny na @KaiaChain i zapłacił ZERO opłat serwisowych.

Tak, dobrze przeczytałeś - ZERO.

Kaia traktuje DeFi tak, jak powinno być → płynnie, szybko i absurdalnie tanio.

Oto jak Pill uprawia $KAIA Epoch 2 👇