Father of Boys, Hobby Farmer,Hiker, Trader/Investor in DEFI, @Trueo_ Attester, Former: @synthetix Advisory Seat, @DeriveXYZ Grants, Optimism Grants, & now Degen
Eth, HyperEVM, Ink, Base, RH
Joined December 2014
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Back in April i posted a long defi board. I am no longer in the meme trenches; Its time to get back to fundamentals. This is the concentrated bet going forward for me. Protocols I actually use and enjoy. All positions are bought off the open market. 🍻
base:0x9d0e8f5b25384c7310cb8c6ae32c8fbeb645d083 — onchain options is the late bloomer. perps already won the casino. options is the next TAM: vaults, structured products, programmable yield. derive already has the liquidity moat. Derive V3 is coming soon which is a HUGE infa jump, and isnt fully priced in yet plus throw in agentic trading with options...
$KNTQ + nest-2:native — hyperevm rails + the metadex that turns fees into $HYPE. elysium is the unlock for real spot / rwa / meme flow hyperevm couldn’t host. nest sits on that volume. kinetiq sits on the infra. These two will PRINT
base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 — the scalpel. hype/lit/drv is the sledgehammer long-vol bet. aero is how you get paid when specific pools actually print. Sends all fees straight to stakers with massive revenue and ETH mainnet incoming + @arc integration.
base:0x21cfcfc3d8f98fc728f48341d10ad8283f6eb7ab — still my favorite prediction market. going to eth mainnet. that’s the real venue for a permissionless, credible market. @VitalikButerin just put eyes on it again, and he’s been in as a patron backer. not corposlop. that’s the point.
Still holding $VEIL $AAA $EXTRA because i use them. @ArcadiaFi offers the best Automated CL AMM with leverage farming and rev share utility that feels undervalued at its tiny cap. @Extrafi_io will follow Aerodrome to Eth mainnet and beyond so volume will grow and fees to stakers. @Veildotcash focuses on privacy with 100% fees going to stakers as that narrative rises.
$QUOTRONS + @nadoHQ Templar NFTs = ink bet. fee share back to nft holders + $INK airdrop exposure. tokenized equity flow on ink, not another meme season.less hopping. more using. more owning.
NFA. bags are mine.
Updating my DEFI list: These are protocols I USE, my honest takes, and projects I invested in (off the open market NFA) No paid promo, just sharing what I like in this space🍻
Yield & Farming (my go-tos for passive gains):
- $AAA @ArcadiaFi offers the best Automated CL AMM with leverage farming and rev share utility that feels undervalued at its tiny cap. (Market Cap: ~$700K)
- $Extra @Extrafi_io delivers top lending and leveraged yield on Base and Optimism with juicy tokenomics while heading to ETH mainnet soon. (Market Cap: ~$3.2M)
- $SUMR@summerfinance_automates yield across chains with rev share for staked $SUMR paid out in SUMR plus USDC. (Market Cap: ~$2.7M)
- $alcx @AlchemixFi has V3 incoming so watch closely as this will greatly drive adoption to Alchemix. (Market Cap: ~$14M)
Trading & Liquidity:
- $AERO @aeroxyz sends all fees straight to stakers with massive revenue and ETH mainnet incoming - my biggest conviction play (Market Cap: ~$387M)
-@aerostrategyfi buys veAERO and burns $aerostrat in a simple and effective flywheel. (Market Cap: ~$800K)
Prediction/Sports/Privacy:
- $TRUE @trueo_ stands out as my favorite prediction market on Base. Team is top notch and not going anywhere (Market Cap: ~$1.1M)
- $OVER @Overtime_io brings on-chain DraftKings-style sports betting to the chain. (Market Cap: ~$8M)
- $Veil @Veildotcash focuses on privacy with 100% fees going to stakers as that narrative rises. (Market Cap: ~$1.5M)
Unique/High Conviction:
- $RFL (@RFLnowon Base) builds synthetics plus AI agents at a super low cap. New utility coming soon with a token model like $vvv (Market Cap: ~$195K)
- $DEGEN If Base picks up again so will this token (Market Cap: ~$20M)
- $HYDX powers Hydrex, a MetaDEX and liquidity infrastructure purpose-built for Base that positions it as a strong play if Aerodrome picks up stream again. (Market Cap: ~$1.7M)
- $EDEL @edeldotfinance brings tokenized equities with a great marketing team driving adoption. (Market Cap: ~$4.3M)
- $DRV @DeriveXYZ operates as an options powerhouse that could be the next big HyperLiquid. Options give yield no matter if we are in a bear or bull market; extremely under valued (Market Cap: ~$75M)
- $inx @infinex is the swidging UX king and my favorite for onboarding family and friends to the space. (Market Cap: ~$25M)
- $NEST on Hyperliquid runs a ve3,3 model with some awesome tokenomics for revenue sharing and staking incentives in a high-performance perpetuals environment. (Market Cap: ~$270K)
- $snx @synthetix dropped its 2026 roadmap and I feel a revival coming for this OG DeFi blue chip. (Market Cap: ~$104M)
- $vvv @AskVenice VPN for AI agents – deep dive worthy.
- $CLANKER powers the leading AI-driven no-code token launchpad on Base and Farcaster that lets anyone instantly deploy tradable ERC-20 tokens by simply tagging the bot, with built-in revenue buybacks and fee-sharing for real ecosystem growth. (Market Cap: ~$26.7M)
What's in YOUR port currently? DYOR/NFA 🍻
⚔️ Mojo.eth 🔴 retweeted
OpenMarket is now on iOS, in public beta.
Try it through TestFlight while we await App Store approval. We’ll share the App Store link once it’s live.
testflight.apple.com/join/VB…
⚔️ Mojo.eth 🔴 retweeted
nest has delivered more revenue to tokenholders than any other @HyperliquidX protocol.
Built for the bulls only.
⚔️ Mojo.eth 🔴 retweeted
To celebrate Derive V3 and Elysium's upcoming launch, we're running an options trading competition with @Kinetiq_xyz.
To enter, trade the HYPE options expiring on November 13th, that's all!
The top 10 traders by realized ROI share 250 kHYPE, based on each wallet's best position.
Additionally, the first 250 new wallets to open a qualifying multi-leg position receive 1 kHYPE each.
Full details: app.derive.xyz/road-to-expir…
⚔️ Mojo.eth 🔴 retweeted
♦️ IV
What is Cardinal? Cardinal is a programmable underwriting protocol engineered to support new derivative instruments, built by veterans from Synthetix, Kwenta, Panoptic, Re7, and Derive.
The next generation of derivatives has yet to be invented. We're here to build it.
⚔️ Mojo.eth 🔴 retweeted
Introducing Cardinal.
Our first product, the Yield Perp, enables 7+ digit yield farming using BTC price action.
Powered by @DeriveXYZ under the hood.
This is only the start of what's possible with derivatives:
📜 blog.cardinal.trading/introd…
TL;DR below 🧵 🔻
⚔️ Mojo.eth 🔴 retweeted
Cardinal is a reimagining of how we can use derivatives to serve the modern market.
Today, it's recreating the strongest elements of yield farming, but sustainably and with more composability.
Soon, it'll reinvent the hedge fund portfolio entirely.
Introducing Cardinal.
Our first product, the Yield Perp, enables 7+ digit yield farming using BTC price action.
Powered by @DeriveXYZ under the hood.
This is only the start of what's possible with derivatives:
📜 blog.cardinal.trading/introd…
TL;DR below 🧵 🔻
⚔️ Mojo.eth 🔴 retweeted
Toros Options are live on @base, powered by @DeriveXYZ
Trade BTC, ETH, HYPE, ZEC and SOL options with a 1% premium cashback for launch.
Toros routes through Derive’s order book and market makers to bring you the lowest spread onchain options anywhere.
⚔️ Mojo.eth 🔴 retweeted
Introducing Hook Chat, our hook factory anyone can use.
We want anyone to build whatever they can think of, using everything the ecosystem has.
You describe the hook you want in plain words. It writes the code, tests it in a sandbox, and once it's green you deploy it from your wallet and submit it to the Workshop.
After review, any creator can pick it at launch, and you earn up to 20% of what your hook spends on every coin that uses it.
The next great idea on @inkonchain doesn’t need a dev team. It just needs you.
⚔️ Mojo.eth 🔴 retweeted
very cool move by both defillama and Trueo
You can now bet on whether a DeFi protocol gets hacked.
@Trueo_ prediction markets are live inside DeFiLlama’s dashboards.
Details:
news.todayindefi.com/p/aerod…
⚔️ Mojo.eth 🔴 retweeted
Closing in on 72 hours from @aeroxyz launch.
Aero’s share of global DEX volumes has already increased ~15% — its share of @RobinhoodCrypto has doubled almost every day since launch.
Massively exceeding our expectations for the migration week and limited launch. 🛫
⚔️ Mojo.eth 🔴 retweeted
“…and every trade that runs through your pool pays you a little, all day, every day.”
Wrote about this in the newsletter a while back. Tokenized stocks are going to bring an insane amount of volume to chains, and this is exactly what I meant.
Every venue that wants to trade these stocks needs the issuer's sign off. The SEC gave issuers a window to object to their shares trading on a venue, and that window is the whole game. xStocks has grown massively in the past 6 months, and it has done it the respectful way, issuer by issuer. That is why they are the ones adding pools by the thousand.
Now look at what is stacking up on Ink. Ink + xStocks + the Hyperliquid partnership + the TGE + a Kraken IPO. That is a lot of speculation pointed at one chain.
The builders at @inkfndhq, people like @cruelhandeth, are already building the unique products that capture this volume, like @Quotrons404.
My angle in all of it is the liquidity. Liquidity providers are the vending machine owners of tokenized stocks. You stock the machine once, and every trade that runs through your pool pays you a little, all day, every day. When this volume shows up, I want to own the machines.
⚔️ Mojo.eth 🔴 retweeted
Thesis playing out - I don't even think we spoke to the Virtuals team on this one, extremely cool integration!!
Derive options can now run on autopilot.
Your BTC and ETH, covered before every Fed, CPI and jobs release. No calendar, no options math. Tell Butler the drop you can take. It does the rest on @DeriveXYZ, after one approval. That’s it.
Join the private beta: butler.virtuals.io
⚔️ Mojo.eth 🔴 retweeted
In just the first 48h, Aero has taken the number one or number two spot on most of the chains where it’s live.
Just the start. 🛫
dromos.kitchen/dashboards/ae…
Bullpost for @NestExchange
