Easiest way to turn your AI into an expert in any niche or skill:

https://x.com/hooeem/status/2018662549571457041

18 more food options here:

两草（旺角）— 旺角白布街16号地铺
Hashtag B（尖沙咀）— 尖沙咀加拿芬道49号夏蕙楼地下C号铺
加多娜饼屋（油麻地）— 油麻地碧街54号
丹麦饼店（铜锣湾）— 礼顿道106号礼信大厦地下
合益泰小食（深水埗）— 深水埗桂林街121号（近顺兴楼）
Milkfill（尖沙咀）— 尖沙咀加拿芬道20号加拿芬广场地下G21号
公和荳品厂（深水埗店）— 深水埗北河街118号号地下
十八座狗仔粉（旺角）— 旺角亚皆老街2号新风大楼
英记油渣面（太子）— 太子花园街211号地下
C Dessert 甜品（湾仔总店）— 湾仔庄士敦道35-45号利文楼地面1D号铺
永年士多车仔面（尖沙咀店）— 尖沙咀加拿芬道46号地下7-8号铺
明发饼家（旺角店）— 烟厂街1-3号D
ChaTraMue（旺角）— 旺角西洋菜南街
WARUNG CHANDRA（旺角）— 旺角道99号地铺
辉记车仔面（油麻地）— 油麻地鸦打街33号雅达商业大厦地下
亚南鸡煲（太子）— 太子花园街211号地下
串烧大皇（油麻地）— 油麻地永星里1号
红茶茶餐厅（旺角）— 旺角通菜街186号（旺角水族大厦）

tool for exploring prediction market data

predictions.paradigm.xyz

https://x.com/notnotstorm/status/2019111720325902820

Pay attention to projects hitting ATHs amidst the chaos.

https://x.com/Flowslikeosmo/status/2019062403535896834

Why On-Chain Tokenization is Broken

https://x.com/Eli5defi/status/2020058196870902036

my humble thoughts after @Eli5defi's article

I've mentioned this to many that I'm not convinced any current RWA perps solution actually works at scale

perpification of assets fails the industry terribly

the core problem I see = spot tokenization fundamentally doesn't work at scale

CME gold futures $20M trade = 3bps slippage
tokenized gold perpetuals $4M trade = 150bps slippage

50x worse execution for tokeniztion innovation, makes no sense

market makers won't provide depth because economics don't work:
- mint fees 10-50bps
- warehouse inventory T+1 to T+5 settlement
- opportunity cost vs instant-settle crypto strategies

death spiral. shallow liquidity → low volume → MM exits → worse liquidity

funding rate erosion destroys long-term potential

so we have contradiction:
- spot tokenization: proper collateral but no liquidity
- perp exposure: great liquidity but bleeding cost and no collateral use

I'm positioned for perpification winning trading volume and spot tokenization staying niche for collateral use cases
- but nobody's building the bridge between them
- that's the opportunity
- how do I get perp-level liquidity execution with spot-level composability and no funding bleed
- whoever solves that captures entire RWA market

perpification is future of trading exposure
spot remains future of ownership.

until then RWA remains broken regardless of perp numbers

https://x.com/arndxt_xo/status/2020869792610328647

added polymarket data to the public dataset.

400m+ trades going back to 2020.

36gb compressed.

MIT licensed, free to download via @Cloudflare R2.

https://x.com/beckerrjon/status/2021280975318040917

deepbook launching suiUSDe integration and I finally understand why sui's defi architecture is different

I've been watching deepbook margin since launch and how it functions as shared infra

suiUSDe (ethena synthetic dollar) just went live on sui, its the first synthetic dollar integrated with deepbook margin

- most chains: new asset launches → every protocol rebuilds margin, liquidation, risk management from scratch. months of integration. isolated pools. fragmented liquidity
- sui: new asset launches → plugs into deepbook margin day one. margin trading + lending + leveraged strategies immediately available. shared risk infrastructure

that compression from months to integrate to live day one is the actual moat

the yield stacking I'm watching:
- passive yield: hold suiUSDe earn carry automatically. yield-bearing dollar that maintains clean unit of account
- I can hold it. deploy as collateral. borrow against it. retain underlying yield. do nothing earn something
- active yield: take that yield-bearing stable deploy into defi:
> lend/borrow loops
> market making / LP
> margin strategies using deepbook rails

yield becomes composable: base carry + strategy PnL. deepbook provides settlement + liquidation backbone

what clicked for me: deepbook is becoming protocol-level infrastructure other apps build on top of
- hyperliquid model: vertical integration. own entire stack. users come to hyperliquid
- base: coinbase distribution is massive. but each defi app still rebuilding its own infrastructure
- deepbook model: horizontal integration. become infrastructure layer. apps plug in. users might not know they're using deepbook

I compared architectures:
- ethereum: each protocol rebuilds primitives. aave has lending engine. compound has different one. no shared infrastructure
- sui: deepbook provides shared margin/liquidation. new protocols plug in instead of rebuild, means faster product development and better composability

that's why suiUSDe can launch with immediate composability across ecosystem as the infrastructure already exists

my thesis evolving: sui is building standardized financial infrastructure layer where new assets become instantly composable

the passive + active yield framing is underrated

most defi: choose one. either hold for yield OR deploy for strategies
deepbook: stack both. base carry from asset + strategy returns from deployment. no tradeoff

I'm watching how this scales.
- if every new dollar rail (suiUSDe, jupUSD, whatever comes next) can plug into deepbook and instantly become usable across margin/lending/strategies
- that creates network effect ethereum defi never achieved.

the success metric then changes. we arent looking at deepbook TVL, it's how many protocols use deepbook as settlement layer

I'm repositioning sui from fast L1 to composable defi infrastructure, suiUSDe is the catalyst

I believe the market will reprice this correctly

https://x.com/arndxt_xo/status/2022230814331683064?s=46&t=hr2fbvcHJGpvp_SbDstdzg

Most people in crypto don't know which research tools to use. Here's my full research stack👇

https://x.com/YashasEdu/status/2022312785808654659

Which LLM model should you choose?

https://x.com/Eli5defi/status/2022596778827329575

Q1 Points Farming Guide (Mega List)

https://x.com/Defi_Warhol/status/2021996630866620688

TG is where the real alpha lies.

Here are some telegram channels I follow to stay ahead of the curve by cutting the noise! (some of these are new hidden gems)

https://x.com/YashasEdu/status/2022938900109627483