if you're unsure why Lido possessing 33% is bad

"At certain threshold amounts of staked ether, the attacker’s power levels up:
33%: finality delay
34%: finality delay, double finality
51%: finality delay, double finality, censorship, control over blockchain future
66%: finality delay, double finality, censorship, control over blockchain future and past"

essentially lido is able to attack the network and cause finality delay (ofc this is if all 30 of lido's validators choose to collude but its not impossible)

but generally also going against the idea of decentralizing the ethereum network with 1/3 stake centralized w lido

https://ethereum.org/en/developers/docs/consensus-mechanisms/pos/attack-and-defense/

fair thesis here on $APE

great RR as well for a medium term trade

https://twitter.com/Rewkang/status/1679643703751876609?s=20

an increasing total stablecoin mcap is also a sign of an incoming bull market

total stablecoin mcap still on a decline rn while tether is stagnant and usdc is on a decline

still early in the bull imo

no more multichain

https://twitter.com/MultichainOrg/status/1679768407628185600?t=iMrYRnFx-T9N01rfG0Wctg&s=19

Coinbase's Base layer-2 (built using the OP-stack) could represent one of the most substantial onboarding events of the year, as it will bring over 40 million registered users to DeFi.

This development could also create a positive narrative for $OP, as Base is set to dedicate a part of its transaction fee revenue to the Optimism treasury.

https://twitter.com/ElonTrades/status/1679696932585762816?s=20

total real world assets (RWA) TVL has been increasing quite rapidly esp in 2023

worth the eyes on this cycle

BREAKING: THE BIDEN ADMINISTRATION ANNOUNCES IT WILL FORGIVE $39 BILLION IN STUDENT DEBT FOR 804,000 BORROWERS. ...

actually v true

spoke to a few friends/family and most if not all of them think its still a scam/dangerous/too volatile

common statements when talking to them about crypto:
"easy to earn but easy to lose everything"
"oh its the one FTX collapsed right"
"too complex"
"its a bubble that'll burst"

the fomo hasn't kicked in yet

https://twitter.com/DegenSpartan/status/1679478521796902912?s=20

agree w this in that BTC should form one more higher low on the HTF aka retracement to 27/28k before punching through 32k

its healthier price movement and i believe there needs to be a clean sweep downwards (or some call it shakeout) before we uponly

once we flip back up on 32k i think its gonna be a frenzy and btc isn't gonna wait anymore

when it moves it'll move really really quick upwards

still waiting tho...

cautiously optimistic is what i am rn

https://vxtwitter.com/Crypto_Joe10/status/1679817912247304192?s=20

Tokenized US treasuries crossed $600m, Crypto now lend $614 million to the U.S. government via different tokenized assets.

RWA lending ^

RWA space is growing !

JUST IN: $9 trillion asset manager BlackRock CEO says crypto will transcend international currencies due to global demand.

@WatcherGuru

bloomberg intelligence adds crypto PoS fundamentals dashboard

some alpha in the thread as well

https://twitter.com/jamie1coutts/status/1679823067223040001?s=21&t=F04wQGahFqI2QhDEzoi3QA

alts im monitoring and keen on getting in:

$OP/$ARB
$SOL
$INJ
$PEPE
$APE

missed some nice entries last night as i was out unfortunately

$CFX

(where narrative)

Here comes Aave stable coin $GHO

Here is the interesting part:
"GHO's price is pegged to $1 USD within the Aave Protocol. This design supports stability and utility, helping maintain GHO's peg to the dollar."

https://twitter.com/aaveaave/status/1680216602699255808?s=46&t=1WjslDHib_6blFSnWXBrwg

Blog Post: https://aave.mirror.xyz/t7qcU668gSp9teT_SBhJb9_AVcbv8kpzvd0IpP39lBw