SECURE DEFI

“Micro strategies, STRC or stretch instrument as they call it is the most traded, most liquid and largest preferred stock ever in history. Preferred stocks are kind of a somewhat niche area of the market. But interestingly, and many people don't know this, stretch's IPO was actually the largest IPO of 2025, full stop.”

“We just survived the worst Q1 in Bitcoin since 2018. Down 24% in Q1. And that was the worst Q1 we've ever had since 2018. In 2018, the market topped December 2017, and then it fell like 60% in Q1 2018.”

“Essentially what we did was we created stable coin backed by this instrument, put some cash in there as well, a little bit of SATA. But we think a whole bunch of other DATs are going to be issuing very similar variable rate non-convertible preferreds as well. And so this basically ports that yield from the NASDAQ into the on-chain world.”

“Did Ethereum just come up with a plan to finally unite all of the Layer 2s? They're called Ethereum Economic Zones. We'll spell out what that means. Aavev4 just released. What's new in that?”

“Google released a major quantum warning directed squarely at us. They have an algorithmic breakthrough that just 20x'd progress towards cracking ECDSA and some of the crypto signatures that underlie Bitcoin, Ethereum, and basically everything we do here. How bad is it for crypto? I think it's pretty concerning.”

“It's very similar to Athena, where we've got APXUSD is the non-staked version, and then APYUSD is the staked version. APYUSD is the only bucket that pays yield. Right now, we've got, let's just call it 50 percent of the balance sheet, or 50 percent of the issued assets are staked. So the whole collateral base is paying yield to just the 50 percent. So that's how you actually get some kind of yield leverage, if you will.”

“DeFi TVL fell from $99.5 to $86.3 billion in 48 hours after the $290 million Kelp DAO exploit — the latest nine-figure attack attributed to North Korea's Lazarus Group, this time via a compromised Layer Zero bridge.”

“As DeFi absorbs yet another devastating security failure, is the industry's core assumption — that incoming transactions should be treated as legitimate — finally due for an overhaul? Austin Campbell, Ram Ahluwalia, and Chris Perkins dig in with Parker White of Apyx and Michael Bentley of Euler.”

“We are on track to complete all of America's objectives very shortly. We are going to hit Iran extremely hard in the next two to three weeks. We are going to bring them back to the Stone Age where they belong. I think the whole 19 minutes was basically to inform the public that we are in this for three more weeks.”

“Also, the biggest hack, I think, in Solana history, a $300 million hack, the Drift Exchange, this is a purpose exchange, was hacked. What happened and what can we learn? It's all about the lessons we learn along the way, isn't it?”