arndxt
@arndxt_xo
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Slumbered into the depths of 🥩 | 🍄 | 🧠 EdgeX VIP2 link for 10% more points: https://t.co/16pY0NrIin TG: https://t.co/LZey0AcSFc
Joined October 2022
It's that part of the cycle where the industry consolidates and everyone gets to see who has been swimming naked. I wrote about the stark contrast between the strong execution of the @clankeronbase acquisition by @farcaster_xyz and the apparent abandonment of tokenholders with
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The new Ethereum, re-composed. Rollups solved scalability, but broke system-level composability, the mechanism that made Ethereum economically unified. @ComposeNetwork, built by SSV DAO, the team behind @ssv_network which secures over $20B in TVL, re-establishes atomic,
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Three takeaways from my post about wealth/technology yesterday: 1) People are really, really triggered by any suggestion that technology is has been a massive force equalizer. They are very committed to the idea that billionaires live radically different lives from them, and
Turning off this tweet because it seems to be insanely triggering to half the people who read it. Many are taking this as "are you saying that rich people's lives are the same as poor people's lives? OMG SO OUT OF TOUCH" No, I'm obviously not saying that rich people's lives
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stop treating token price as your scorecard, focus on users and products, and remember that good projects eventually find their moment, just not always right away.
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Arbitrum is fast becoming an actual yield machine. Fast execution, deep liquidity, and protocols pushing the boundaries of DeFi. No hype, just real numbers. Looking to explore the ecosystem? Here’s a list of strategies that are printing clean, low risk yields on @arbitrum.
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Prediction Markets - Accounts to follow Traders • @Domahhhh • @GaetenD • @PredMTrader • @Foster • @cobybets1 • @theduckguesses • @0xWeber KOLs • @LeotheHorseman • @0xTone Builders • @shayne_coplan • @mansourtarek_ • @tradefoxintern • @j0hnwang •
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The fixed-income layer of DeFi DeFi built billion-dollar liquidity markets but never solved the core financing problem: predictable borrowing costs. Protocols like @aave, @MorphoLabs, and @compoundfinance use floating rates, which distort leverage and risk planning. @TermMaxFi
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Comparing Next-gen Crypto Neobanks. @gnosispay vs @ether_fi vs @UR_global vs @THORChain 🧵 1. Infrastructure Gnosis: Self-custodial Safe smart account + Visa card; settlement via Monerium e-money; issued by FCA-authorized Monavate. Etherfi: Crypto-native payment and restaking
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I hope you've found this thread helpful. 1. Follow me @arndxt_xo 2. Subscribe to Threading on the Edge newsletter 3. Join my telegram channel for more alpha! Retweet, Comment and Like the first tweet below if you can:
The new Ethereum, re-composed. Rollups solved scalability, but broke system-level composability, the mechanism that made Ethereum economically unified. @ComposeNetwork, built by SSV DAO, the team behind @ssv_network which secures over $20B in TVL, re-establishes atomic,
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Appreciate a subscribe to my daily notes at ToE on telegram with a totally different kind of alpha packed content. https://t.co/Son7ofNSWH
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If you want to have an unparalleled edge to Defi alpha and macro views, then I’ve got it here for you. Uncensored article and Free alpha for you here at Threading on the Edge:
https://t.co/2sO5lc5v40 👆 Sign up for 925 hours of unchained alpha (crypto and macro)
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1️⃣1️⃣ TL;DR Rollups scaled Ethereum, but broke money-Legos. Compose puts the Legos back together. Instant. Atomic. Based. @ComposeNetwork powered by @SSVNetwork. Built for Ethereum and it feels like Ethereum.
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🔟 Why it matters to everyone Users: One-click, instant feel, no waiting dApps: Deploy once, reach all L2s Rollups: Keep autonomy, gain composability Validators: New revenue stream via interop fees Ethereum: Becomes one cohesive, validator-aligned superchain
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9️⃣ Current Rollup Bridges vs Compose LP/Intent Bridges → depend on third-party liquidity, async finality, risk of partial completion. Compose → instant, atomic, validator-verified, same-block execution. If one leg fails, nothing happens. That’s how DeFi should work.
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8️⃣ What you can do with Compose 💱 Cross-rollup swaps — “trade anywhere from anywhere” ⚡️ Flash loans & arb — only possible with atomic flow 💰 Unified lending — collateral on Rollup B, borrow on Rollup A 🎮 Cross-L2 NFTs & games — seamless asset movement Everything works in a
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7️⃣ Why ZK + Based matters ZK proofs → instant finality, atomic safety, and cheaper L1 settlement. Based architecture → aligned with Ethereum validators. Together, they make interoperability both trustless and profitable for ETH.
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6️⃣ Built on Ethereum’s validator layer SSV Network pioneered distributed validators (~14% of all ETH validators, securing 5M+ ETH). Compose extends that validator-first vision — turning validators into composers of cross-rollup activity. Value flows back to ETH, not away from
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5️⃣ How it feels ✅ One-click UX across rollups ✅ dApps deploy once, reach everywhere ✅ Rollups stay sovereign, gain network-wide reach ✅ Validators coordinate & publish proofs to L1 In short: “many rollups, one chain.”
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