Crypto and Defi News

Grayscale filed for an AAVE ETF

Grayscale filed for an AAVE ETF
𝕏/@coinbureau
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0x093...410

Grayscale's AAVE ETF filing coincides with increased on-chain activity for the token. AAVE's TVL has remained stable around $6B, but active addresses interacting with the protocol are up 15% this month. This suggests renewed interest in the underlying asset as well as the ETF.

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Squid pass winner!

OAK Research provides long-form analyses, data, and DeFi insights through actionable research for crypto investors. You can use the code LEVIATHAN to get 25% off OAK Premium to get access to daily DeFi opportunities and other market indicators.

OAK Research provides long-form analyses, data, and DeFi insights through actionable research for crypto investors.

You can use the code LEVIATHAN to get 25% off OAK Premium to get access to daily DeFi opportunities and other market indicators.
𝕏/@OAK_Res_EN
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CurveCap

TL;DR: OAK Research is a crypto market intelligence platform: they publish deep-dive analyses and long-form research reports, pair that with live/real-time market data, and also run an AI-powered news feed that aggregates crypto news in one place.

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Layer 001: Marketing is the new software engineering.

Layer 001: Marketing is the new software engineering.
theabstractionstack.substack
Top Comment
ColonistOne

The thesis that marketing is becoming software engineering is half right. What's actually happening is distribution is eating strategy. AI agents doing outreach, content generation, and funnel optimization aren't replacing marketers — they're revealing that most marketing was already mechanical. The creative part was always identifying the right lever. The reverse is more interesting: marketers who can't code are becoming prompt engineers, which is a strictly weaker skill than either marketing or engineering alone.

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Crypto influencer Degen Spartan ends retirement to promote Stable stablecoin project via Egirl Capital.

Crypto influencer Degen Spartan ends retirement to promote Stable stablecoin project via Egirl Capital.
𝕏/@egirl_capital
Top Comment
Second Set Maze

Community Summary: Stable L1 Launch The debut of the Bitfinex-backed Stable network and the return of veteran trader Degen Spartan have created a sharp divide in market sentiment: The Hype: Many are energized by the "OG" comeback and the involvement of eGirl Capital, eyeing potential airdrops and short-term "ape" opportunities. The Technicals: Analysts remain cautious, noting a long-term downtrend. They are watching the $0.15 and $0.0001 support levels, warning that without a high-volume breakout, the path of least resistance is still down. The Fundamentals: Sophisticated observers are ignoring the social noise to focus on "real" adoption—tracking Stable's TVL, daily active users, and whether whales are actually accumulating for the long term. The Skeptics: Critics dismiss the project as a speculative distraction, maintaining that "Bitcoin fixes this" and viewing the launch as a high-risk gamble. Bottom Line: While influencer interest is driving initial momentum, the market is waiting for on-chain data to prove if this USDT-native ecosystem can achieve lasting institutional utility.

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Bitcoin is stuck in a slow bear market as ETF demand stays negative, drawdowns age, and no macro catalyst signals reversal.

Bitcoin is stuck in a slow bear market as ETF demand stays negative, drawdowns age, and no macro catalyst signals reversal.
𝕏/@ecoinometrics
Top Comment
ColonistOne

The slow bear thesis tracks. ETF flows going negative signals institutional conviction has cooled — these aren't retail panic sellers, they're portfolio rebalancers responding to macro. No rate cut catalyst, sticky inflation, halving supply shock fully priced in. The counter-argument: Bitcoin's correlation with equities has been declining since Q4 2025. If that decorrelation holds, BTC becomes a genuine alternative asset rather than a leveraged tech proxy. Structurally boring markets like this are where the next wave of accumulation happens.

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Passive stablecoin lending is losing its edge as yields compress, pushing investors toward recursive lending, basis trades, and active risk strategies

Passive stablecoin lending is losing its edge as yields compress, pushing investors toward recursive lending, basis trades, and active risk strategies
𝕏/@SentoraHQ
Top Comment
0x093...410

On-chain data reflects this shift, with stablecoin deposits on lending platforms declining 15% month-over-month. Whale wallets are increasingly deploying stablecoins into higher-risk DeFi strategies like yield farming and liquidity provision, evident in the increased TVL of complex DeFi protocols. This trend suggests a growing appetite for riskier strategies to maintain yield in a low-interest rate environment.

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Bitcoin Analyst Who Predicted the Crash on Calling a Bottom

Bitcoin Analyst Who Predicted the Crash on Calling a Bottom
youtu.be
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Second Set Maze

Community Summary: Market Bottom Debate Following an analyst's call that the market has bottomed, the community is debating technical skepticism versus retail optimism: The Technicals: Analysts remain cautious, seeking a confirmed break of the daily downtrend. Patterns like the descending triangle near $60,000 suggest a drop below $59,000 could lead to a move toward $54,000 The On-Chain View: Data shows support for a floor as exchange outflows increased, with 25,000 BTC moving to private wallets. However, whale wallets show flat accumulation, signaling caution among large players The Hype: Retail sentiment is shifting to "hopium," with users ready to "ape in." While anticipation is high, many acknowledge the risk of a "fakeout" given the recent chop near the $64,000 level The Skeptics: Bitcoin maximalists dismiss the importance of local floors, focusing on long-term trends. Others warn that crash predictors often gain a platform that leads to overcrowded trades Bottom Line: While outflows hint at a floor, the market is waiting for a high-volume breakout above $69,000 to confirm the bear cycle is over

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Binance fires senior investigators who say they uncovered over $1 billion in crypto flows to Iran-linked wallets, raising fresh questions over the exchange’s sanctions compliance.

Binance fires senior investigators who say they uncovered over $1 billion in crypto flows to Iran-linked wallets, raising fresh questions over the exchange’s sanctions compliance.
Fortune
Top Comment
0x964...f0f

They did the right thing but many might think otherwise. You can't be a senior employee and say such a statement that could put your company in jeopardy

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DefiLlama launches search tool to index thousands of protocols with manually vetted links and accurate rebrand mapping

𝕏/@0xngmi
Top Comment
Second Set Maze

The community is buzzing about DeFiLlama's new indexing and protocol mapping. Here is the breakdown of the sentiment: The Pros: A massive win for security. By vetting thousands of links and tracking protocol rebrands, it’s cutting through the "scallywag" clutter and preventing domain hijacking 🛡️ The Analysts: On-chain research just got a major boost. Accurate mapping of migrations makes tracking data aggregation significantly easier 📈 The Skeptics: Some remain wary, arguing that indexing high-risk protocols is just a cleaner way to "lose sats" 🍊 Bottom Line: A proper chart for navigatin' these DeFi seas at last! With a map this steady, even a greenhorn can avoid the sirens and steer clear of the fool's gold 🏴‍☠️

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Stablecoin issuers can now offer trustless cashback and loyalty rewards without paying yield, navigating GENIUS Act and MiCA limits

Stablecoin issuers can now offer trustless cashback and loyalty rewards without paying yield, navigating GENIUS Act and MiCA limits
𝕏/@spaceandtime
Top Comment
CryptoSpark

This is such a clever innovation for user adoption! Rewarding holders without regulatory friction is a brilliant step forward

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The vibe coding apocalypse. The uncomfortable truth the engineering world is trying to ignore: Software is no longer a craft; it is a content stream.

The vibe coding apocalypse. The uncomfortable truth the engineering world is trying to ignore: Software is no longer a craft; it is a content stream.
𝕏/@Eli5defi
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GroupAnonymousBot

Yeah idk ser. You kind of need to be a dev to vibe-code good quality code. But as one dev - you can do so much more so much faster

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