🧵 1/ @Aave apre ai curators esterni La nuova fase di AAVE V4 parte con l’onboarding di curators esterni per gestire mercati dedicati. 🎯Obiettivo: espandere l’offerta e delegare parte del rischio a soggetti terzi qualificati. Un passo enorme per la modularità della DeFi e di AAVE. @Morpho ha ritrovato il competitor che aveva perso 🥶 --- 🏛️ 2/ Il nuovo mercato RWA a bassa volatilità Questo mercato collateralizza RWA con profili di rischio molto contenuti, composti da: • @HastraFi – PRIME → mutui residenziali • @humafinance – PST → prestiti per pagamenti e trade finance • @MidasRWA - mWIN →strategie di credito e reddito per istituzioni Un mix che punta alla stabilità e alla scalabilità del rendimento. --- 🎥 3/ Analisi dei protocolli (solo per abbonati @crypto_gateway) Ho pubblicato due breakdown completi: 🔹 Hastra (PRIME) youtu.be/NF3albma8Ik 🔹 HUMA (PST) youtu.be/KoVR_sKCu6w --- 📈 4/ Rendimento & Loop Strategy Con asset così poco volatili e rendimenti 5–7%, diventa possibile costruire loop efficienti che portano APY nell’area 10–15%, mantenendo un profilo di rischio contenuto. La chiave? 👉 sfruttare l’infrastruttura di AAVE V4, che permette leve più intelligenti e gestione del rischio più granulare. --- 🔥 5/ DeFi nel 2026 Mai stato così interessante saper usare la DeFi: • RWA maturi • infrastrutture modulari • rendimenti sostenibili • prodotti istituzionali che entrano nei protocolli nativi Il 2026 è l’anno in cui la DeFi smette di essere “solo per degens” e diventa finanza programmabile ad alto livello. Presto fuori un video tutorial su LOOP in questione (se possibile semi-automatizzato tramite @DeFiSaver )

Ecco un riassunto della visione di mercato estrapolato dai due video fatti nell'ultima settimana sui movimenti di @BlackRock e sulla visione di @wintermute_t. I video sono accessibili agli abbonati di @crypto_gateway: - Black rock: youtu.be/3r563UHsngA - Overview di mercato: youtu.be/gSnt_zFVees --- 🧵 1/ FED & Macro Outlook: Le prossime riunioni della @federalreserve sono il 28 ottobre e il 9 dicembre. Con le midterm elections del 3 novembre, la Fed guidata da Warsh tende a evitare mosse a sorpresa vicino al voto → probabile pausa ad ottobre (le prediction markets la danno al 94% 👀). Per dicembre cambia tutto: dipenderà dall’inflazione. Oggi il mercato prezza un 70–75% di probabilità di rialzo. Un raffreddamento del petrolio aiuterebbe parecchio sia per inflazione che per mercato del lavoro (Iran rimane il nodo geopolitico). --- 📊 2/ Q3 2026 Tech Earnings (YoY) Finora, la maggior parte delle big tech ha battuto le attese. Segnale chiaro: i conti reggono e l’AI continua a drenare investimenti. Esempi: • TSMC→ ricavi record • @Meta → sopra le stime, investimenti confermati fino a 145B • @Tesla → utili leggermente sopra le attese • @Netflix → in linea Il 28 ottobre arrivano i report di: @Google, @Microsoft, @ServiceNow, @KLAcorp, @FormFactorInc. Se seguono il trend → sentiment positivo sugli asset risk‑on, nonostante il Treasury 10Y > 5%. --- 🇺🇸 3/ Midterm Elections – 3 novembre: Le prediction markets stimano: • Camera → ~90% probabilità ai Democratici • Senato → ~63% probabilità ai Democratici Un Congresso diviso = meno leggi, più blocchi → meno sorprese fiscali, ma volatilità in aumento nelle settimane pre‑voto. Storicamente, nei 12 mesi post‑midterm i mercati azionari fanno in media +17%, indipendentemente dal vincitore, grazie alla riduzione dell’incertezza. I nuovi eletti entreranno in carica il 3 gennaio 2027, quindi fino a quella data non ci sarà nulla di concreto, ma il mercato si muoverà in anticipo come sempre. --- 🪙 4/ Crypto & Politica USA: Se i Democratici guadagnassero seggi, potrebbero rallentare il lavoro dei Repubblicani sul settore crypto: • più controlli • freno alle nuove leggi ancora in discussione Le leggi già approvate, come il GENIUS Act sulle stablecoin, sono più difficili da toccare: servirebbe la firma del presidente o una maggioranza dei 2/3 in entrambe le camere per superare un eventuale veto. --- 🏦 5/ La view di @BlackRock: Scenario 1 → La Fed alza a dicembre e poi si ferma: la tesi di BlackRock (“il mercato sta esagerando”) risulta corretta. Scenario 2 → L’inflazione continua a salire e servono 2–3 rialzi: la loro narrativa entra in difficoltà. --- 🔥 6/ In sintesi • Fed: ottobre pausa, dicembre decisivo • Tech: Q3 forte, AI ancora dominante • Midterm: volatilità pre‑voto, storicamente bullish post‑voto • Crypto: possibili freni regolatori se cambia l’equilibrio politico • BlackRock: tutto dipende dal percorso dell’inflazione

Proseguono gli incentivi lato lending e borrowing sulle azioni tokenizzate di Coinbase su Aave. Per chi vuole un tutorial sia teorico che pratico, con una spiegazione passo passo di come ottenere un APY oltre il 10% utilizzando due dei protocolli più sicuri del mercato, ieri ho pubblicato un breve video a riguardo. È accessibile agli abbonati di @crypto_gateway Link: youtube.com/watch?v=vfvbQHxM…

🏦 For most of the last six years, @BlackRock’s research arm stayed underweight US Treasuries. This week it changed its mind. But not on all of them: only the short-dated ones. At the same time, it took some weight off US stocks. Two questions came up while we were digging into the note: ⏳ Why would the world’s largest asset manager pick short bonds when long ones pay more? 🏛️ And what is it betting the @federalreserve will do next? The first inflation print, from 14/10, after the call didn’t exactly help. On AI, the answer is less obvious than “risk off” 🥶 We walk through the reasoning, and what it means for tech, in our latest Alpha for @crypto_gateway subscribers: youtu.be/3r563UHsngA

👀

🔵 @circle is more than just “the company behind USDC.” It is one of the few publicly traded companies that offers direct on-chain exposure to the US dollar. But the real question is: how much of this growth actually reaches the shareholders? 💡 The mechanism is straightforward: you deposit dollars, receive USDC, and Circle invests the reserves in government securities. Circle collects the yield, but a significant portion goes to the entities that distribute USDC, most notably Coinbase. It’s like a manufacturer paying a supermarket for shelf space: high sales volume isn’t enough, what matters is how much you get to keep. 📹 In our deep dive from last week—available to @crypto_gateway subscribers—we explore this in detail: youtu.be/mQq_gWa9fgg 📈 Key catalysts we’ve identified: - Sustained high interest rates, which boost the yield on reserves. - An increasing volume of USDC held directly by Circle, where no revenue-sharing is required. - A new agreement with @binance , opening up access to emerging markets. @arc , their blockchain, which uses USDC for gas fees. ⚖️ We compared Arc to the “Robinhood Chain.” While Arc sees lower traffic, its activity is more “serious”, focused on lending and payments rather than memecoins. ⚠️ There are, however, notable risks: 📍The market dominance of Tether. 📍Potential interest rate cuts. 📍The share of yield paid out to Coinbase. 📍A new, formidable competitor: @openstandard stablecoin launched by @coinbase, @Visa, @Mastercard, and @Stripe, which shares nearly all of its yield with its distributors.

dailysabah.com/business/tech… 🙈

A silly question, but a crucial one for @Ledger: if we bought one of your devices on Amazon and the seller is listed as Ledger (as shown in the image), can we be certain that it is being sold to us by you and not by a third-party reseller?

Film ed interpretazione clamorosa 🥶

The project is making all the right moves. If they ever launch their chain, the token will skyrocket.

I’d like to comment on this announcement regarding the TGE change: blog.apyx.fi/apyx-tge-update… @apyx_fi Objectively, this announcement is a slap in the face to those who have been supporting the project for months. Based on current estimates—using a $150M FDV (roughly half the TVL, which is a realistic benchmark for valuation)—offering an extra 3% to Season 2 farmers is just a lure. By extending the timeframe beyond the original October 11, 2026, end date for Season 2, we will see an increase in total points and, consequently, greater dilution of the farming yield. If we set November 5 (the expiration date of current YT tokens) as the new end date for Season 2—though your announcement makes this seem unlikely—the points-to-distribution ratio would result in the average farmer earning about 4.2% less. (This calculation is based on a conversion rate of $4.80 per 1 million points, an FDV of $150M, a daily point accumulation of 10B, and a 10% buffer., using the @coinfoin_'s calculator) That assumes Season 2 ends on November 5. But what if it doesn't? What if Season 2 extends into December or January, with the issuance of more YT tokens? (Which seems likely given your announcement.) In that scenario, the situation becomes much more serious: the farming period lengthens, increasing the final point total, and the daily accumulation rate—currently around 10B—would also rise, further accelerating dilution. I previously praised you for how you handled the initial de-pegging phase and for creating safeguards for users. Now, however, I am criticizing you because you are spitting in the faces of the very people generating hundreds of thousands of dollars in revenue for you—simply because you want to keep striking while the iron is hot. Bear in mind, however, the risk that this move could backfire on you—seeing the TVL and, consequently, the actual FDV drop—and that you might miss the timing window, which, given the current market phase, would have been ideal for launching a token... I am speechless.

👀

Money machine... 🖨💵

Ethena has been stagnant until now, but then it has delivered a truly significant four-a-side move. Another innovation, this time tied to the distribution of its own YB stablecoin 👀

When the finger points to the moon, the fool looks at the finger: 👉Roobinhood chain revenue -> ATH 👉Tokenized stocks -> ATH. ---- 🌙@Uniswap buyback -> ATH 🌙$UNI / ETH -> ATL Eyes on ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984

snapshot.org/#/s:etherfi-dao… A new proposal is under discussion within ETHFI that would involve repurchasing its own token from the market using a portion of the revenue generated by its business model. Based on current simulations—estimated as of last month—a $1.33 million buyback would allow for the repurchase of approximately 4% of the current market capitalization annually. It appears that leading DeFi protocols in this cycle are genuinely trying to drive value for their tokens... could this be the definitive model?

This proposal on Solana, which would reduce network inflation, has just passed. In the comparison video made with @Cryptovoxam, Sol's high inflation was one of the worst aspects of the comparison compared to ETH. This, plus a bullish phase that favors memecoin trading, could revitalize the Solana ecosystem. The ETH/SOL chart currently doesn't look promising, but the race is still long.

Since the @LayerZero_Core outages have also affected @pendle_fi PTs, I bet he will be the next one to join the @chainlink team 🍳

Altro progetto che abbandona Layer zero per chainlink ✍️