Capy Research
@Capy_Research
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Following
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Decentralized Capy | Posts hard | Yaps harder TG: https://t.co/t2UolCbKFj
Joined July 2022
➜AI slop is seriously degrading Crypto Twitter in 2025. Not because of AI itself, but because the feed is drowning in low-effort AI content. ▸Recycled whitepapers turned into threads. ▸Meaningless bot replies. ▸Shills with zero deep research. ▸Campaign spam farming
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2025 Wrap-Up: Top Perpetual DEXs by FDV Perp DEXs emerged as one of the strongest narratives of 2025, led by names like @HyperliquidX, @Aster_DEX , @MYX_Finance , and @JupiterExchange. FDVs across the sector expanded aggressively, reflecting strong long-term expectations for
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Merry Christmas, fam 2025 has been so memorable with: Infofi: @wallchain, @xeetdotai, @KaitoAI, @gomtu_xyz, @cookiedotfun App work: Telegram, @typefully, @excalidraw, @figma, Canva Research tools: @Dune, @DefiLlama, @tokenterminal, @artemis AI tools: @OpenAI, @GeminiApp,
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@Punk9277 If you’re tired of AI slop, here are some crypto creators worth following: @Nick_Researcher
@Eli5defi
@Jonasoeth
@0xCheeezzyyyy
@stacy_muur
@waleswoosh
@Louround_
@Kaffchad
@ibcig
@TedPillows
@Deebs_DeFi
@Defi_Warhol
@FabiusDefi
@thelearningpill
@YashasEdu
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➜ @alturax multi-strategy Vault on HyperEVM just went live a transparent engine for sustainable stablecoin yields in a hype-driven market Launched December 23, 2025 at 3PM UTC, this marks a shift toward verifiable, institutional-grade returns without the usual DeFi pitfalls
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➜ Ink isn't just another L2 it's purpose-built for trading performance. Most L2s go general purpose. Ink focuses on what matters for perps. Why it enables Rails so well: → Optimized for high throughput Advanced sequencing, batching, low-latency settlement. → Efficient
Leave the bridging to us Hassle free deposits & withdrawals. Easily bridge USDT between Ink & your preferred network, all in one place. Always easy. Always in your control. #Rails #BridgeOnRails #OnChainCustody
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➜ The biggest barrier to mass adoption on @solana has been ongoing rent costs for Program Derived Addresses (PDAs). Every user profile, post, or game asset requires a separate account that continuously pays rent making large-scale applications economically unsustainable as user
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➜ Building a Financial OS isn’t sexy early until millions use it daily without noticing the chains. @On_Veera is in that quiet execution phase. My honest take: → One app to rule them ▸Earn yield, borrow cross-chain, invest RWAs, spend via self-custodial card. No more app
With all four quarters now revealed, our 2026 Roadmap maps the next chapter of the Global Financial OS. Q1: Card yields, lend/borrow, wallet security, avatars, new chain integrations Q2: Desktop wallet, stablecoin loans, AI personalization, physical Veera Card Q3: Tokenised
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➜ Crypto is still too dependent on USD stablecoins a major blind spot as policy risks and inflation rise. In 2025, gold is up ~67% YTD while Bitcoin is down ~15%, and tokenized gold supply has surged past $3.6B, signaling explosive demand for non-USD base layers. Yet most gold
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➜ Yearn abstracts yield but hides the black box. Pendle chases rates but exposes direction. @alturax does neither fully verifiable, hedged, no emissions. This is the evolution DeFi yield needed. Breakdown vs the field: → Vs Yearn-style vaults Altura shows every allocation
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➜ USDH transfer volume just crossed ~$1.8B over the past 30 days inside @HyperliquidX’s native markets. ▸This isn’t DeFi volume. ▸This is trading activity. USDH today is the settlement layer for Hyperliquid’s core engine perps, funding, PnL, liquidations. It’s where capital
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➜ ETH staking is the go-to for long-term HODLers secure your assets while earning passive income without selling. Right now, liquid staking via Lido offers around 2.59% APY: deposit ETH, get stETH instantly, stay liquid for trading/borrowing. But the biggest pain: Jumping
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➜ Most yield protocols live on congested chains. @alturax chose HyperEVM for a reason access to the fastest perps ecosystem with deep liquidity. This isn't random. It's strategic positioning. Why HyperEVM changes the game for yield: → Blazing execution HyperEVM's throughput
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➜ Crypto cards exist. Most force you to choose: custody risk or no yield. @On_Veera fixes both. Your keys, your card, your assets earning while you spend. Why I’m watching the waitlist closely: → True self-custody ▸Visa card spends direct from onchain wallet. No centralized
Continuing our Veera Card feature reveal. Feature #2: Non-Custodial. 🔑Users hold their own keys. 🔒Assets stay in your control. Secure, passkey-based self-custody ~ with crypto abstraction that feels invisible. 💳 https://t.co/vtcb8jvzAm
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➜ @rails_xyz doesn't just enable leverage it embeds tools for long-term survival. Perps amplify everything, including mistakes. Rails aligns with disciplined trading. Points standing out: → Enforced onchain limits Transparent position sizing, margin calls, liquidations. →
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➜ $4M seed in this market? @alturax closed it quietly with serious players signal in a sea of noise. Not tourist money. Backers who know fixed-income style returns. Why this funding round clicks: → Led by real operators Ascension, Moonfare, InnoFinConn funds with tradfi
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➥ POV: 2025 IN A NUTSHELL ➊ Bitcoin = Store of Value (never change) ➋ Ethereum = Web3 scaling | onchain fuel ➌ Token = Store of attention (InfoFi) ↓↓↓ Throughout the beginning of 2025, the strategic question has always been: where should we invest and why? From an
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➜ @rails_xyz backing signals serious infrastructure, not just another project. Crypto has too many "top VC" claims that fade. Rails' investors align with building for the long haul. Quick look: → Slow Ventures: patient foundational bets → CMCC Global: deep digital asset
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➜ @magicblock now provides completely free Verifiable Randomness Function (VRF) requests within Ephemeral Rollups. Developers no longer pay per randomness call opening up fair mechanics for gaming, NFTs, and DeFi protocols. Combined with real-time execution, this enables
Introducing Ephemeral VRF: a Solana plugin for real-time randomness 🎲⚡️ Combined with our Ephemeral Rollups, it delivers sub-10ms latency for applications that users truly trust 🧵
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➜ Building a Financial OS isn’t sexy early until millions use it daily without noticing the chains. @On_Veera is in that quiet execution phase. My honest take: → One app to rule them ▸Earn yield, borrow cross-chain, invest RWAs, spend via self-custodial card. No more app
With all four quarters now revealed, our 2026 Roadmap maps the next chapter of the Global Financial OS. Q1: Card yields, lend/borrow, wallet security, avatars, new chain integrations Q2: Desktop wallet, stablecoin loans, AI personalization, physical Veera Card Q3: Tokenised
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