Big updates are live: Today we shipped tipping, friends, DMs, notifications, @mentions, a much busier feed and zZEC reward claims. Here's everything 🧵

- 235K wallets have bought CATE on app. 60K bought it as their first coin - $316M total volume - 36K users have posted a thesis, 977K total

New UI. Live now. And Spice Flow is live inside it! Log in with an email. Load up your account with whatever you already hold on @ethereum, @base, @arbitrum , @Polygon , @BNBCHAIN or @monad. No bridge, no wallet switching, no gas token. One signature and it lands in your PARE account. From there, in one screen: • Buy the S&P 500, Nasdaq 100, Apple or Pfizer at a discount to the share, rate fixed to Dec 2027. 6.6% on Pfizer today. • Cash out the next 15 months of dividends today and keep the shares. • Post S&P 500 as backing and borrow dollars against it. Or loop it up to 2.28x in one signature. • Add to the pPFE/USDG pool. $100 a day in rewards spread over the pool on top of trade fees. New front page too. Less to read, more to see: what PARE is in one line, the live fixed rates, the four contracts, and the app behind it. Spice Flow x PARE campaign coming: trade on PARE, earn Spice Points. Details from @spicenetio soon

Most people scroll past 1 to 4% APY. Fair. We're opening a lending market for pPFE, and it changes the number. This is leverage on Pfizer, with the discount doing the heavy lifting. At today's rates the stack pays about 13% a year on your own money, now that will catch attention. Here's how, and where the catch is pPFE already earns about 6.4% a year, fixed, from its discount to PFE. The lending market turns it into collateral on Morpho at 62.5% loan-to-value. Post it, borrow USDG against it, buy more pPFE, post that too. That's a leveraged Pfizer position, except the borrowed part is earning the fixed rate the whole time it's posted. Loop does all of it in one signature: borrow, buy, post, repeat, up to about 2.28x your starting position. Unwind reverses it in one go. The maths at 2.28x. Every dollar of pPFE earns 6.4% a year and you hold 2.28 of them per dollar of your own, so 14.6%. You borrowed 1.28 of them at a starting borrow rate of about 1%, so it costs 1.3%. Net: about 13% a year on your money, before Pfizer's price moves at all. If Pfizer goes up 10%, you're up about 23% on top of that. Margin at a broker costs 5 to 12% for the same exposure. The borrow rate moves with demand: about 1% while the pool sits unused, about 4% once it's 90% borrowed, more above that. The carry only works while the shares earn more than the loan costs, so 13% is a starting figure. The page shows both rates live. The catch, said plainly: leverage cuts both ways. At 2.28x, a 10% fall in Pfizer puts you at the line where the market sells some of your shares to repay. Pfizer moves 1 to 2% on a normal day and more on news. Pick a lower multiple if that line looks close. You see the exact price before you sign.. Borrow. Loop. Unwind. Three buttons. parestocks.com

Roughly $10k of $PARE bought back today and paired with ETH: close to $20k of new full-range liquidity in the PARE/ETH pool, about 10% more depth than what we had this morning. Every trade from here moves the price less than it did yesterday, so the swings get smaller. We build the product and we back the token. More announcements coming soon!

Why I think $PAR can eventually overtake $PONS for the #1 launchpad position on Robinhood Chain: 1️⃣ Better launch architecture par launches directly into Uniswap V4 — no bonding curve, no graduation and no migration. The entire 1B supply enters a locked liquidity position from block one. 2️⃣ More than one fee flywheel $PAR doesn’t depend on a single buyback model. Protocol fees can fund $PAR buybacks/burns, while launches can also direct creator fees to holders, buyback & burn, or Floor Mode. 3️⃣ Floor Mode is a serious differentiator Fees can create an actual on-chain buy wall underneath the token. As fees accumulate, the floor is recalculated upward; tokens absorbed by the wall are burned. That creates a mechanism PONS doesn’t replicate in the same way. 4️⃣ Permissionless composability par can use any priceable token on Robinhood Chain as a quote asset, not just a limited set of launch assets. That means the launchpad can potentially become infrastructure for the broader ecosystem. 5️⃣ The current gap is exactly why the upside thesis exists PONS currently has enormous traction — roughly $2.37B 30-day DEX volume and $31.7M cumulative revenue according to DeFiLlama. But PONS also shows how powerful the Robinhood launchpad market can become: Bitquery recorded $2.14B in post-graduation trading volume in just 32 days. So the question isn’t whether the market exists. It clearly does. The question is which architecture captures the next wave. My thesis: PONS proved the demand. par can potentially build the infrastructure. If par converts its superior composability + locked V4 liquidity + fee flywheels + Floor Mode into comparable activity, the $PAR value-accrual model becomes extremely interesting. That is the battle I’m watching. 👀 $PAR | par.family

I don't think you guys get it. You're pushing launchpads like $LONG and $ARGUS into the multi millions and fading $par??? par just made it possible to launch a token paired with ANYTHING. Pair one token with 5 stocks at once, or pair a meme to a meme, which is built-in leverage when both pump. And nobody's even launching. Meanwhile $ARGUS gets spammed with tokens that are all paired to $USDC. Bruh... Wake up. Very few projects ship as hard as par.family You've got a massive field to play on and you're not using it. The token dumps on the announcement, at the exact moment it became the $STONK equivalent for Arc, from day one. WAKE UP WTF

been digging into robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d for a few days now, and seeing the Pashov audit completed with no critical or high severity findings is another reason to keep an eye on this project looking at the chart, you might think interest is fading, but seeing the team keep building and getting the protocol audited tells me there's still a lot happening behind the scenes for those unfamiliar, pare is building a way to split tokenized stocks into their principal and future yield, allowing both to be traded separately what i appreciate here is the way the team seems to be approaching things. building something ambitious is one thing, but taking the time to get it properly audited and address the findings before opening up more features shows a level of seriousness i like to see still a lot to prove when it comes to adoption, but seeing the team actually deliver is definitely reinforcing my interest in what they're building

Let me sell you PARE in a few paragraphs. Every stock is coming on chain, whether Wall Street likes it or not. Robinhood is doing it now. When they do, every one of those shares carries a dividend nobody can do anything with. That's the biggest untouched yield in crypto and it's sitting in wallets doing nothing. We built the market for it. First four stocks are live. The rates layer for tokenized equities is a category, and we're standing in it before anyone has noticed it exists. Why you use it: your Pfizer pays 6% a year. Sell the dividend today and keep the shares. Or buy the share at a discount and lock 6% fixed, on chain, no leverage, no lockup. Stocks have never been able to do this. Now they can, and it's a simple click. Why you add to the LP: a pool that pays 0.3% of every trade plus 100 USDG a day (currently running in our Merkl campaign), split between a handful of wallets, on a chain that's about to get every ticker Robinhood lists. You are early in the way people say they wish they had been. Why a startup: because the big guys can't move like we can. Brokers can't build derivatives on the stocks they list, the big yield protocols are built for crypto yield, and banks only do this for institutions in size. That leaves the door open, and small teams walk through doors. We shipped a pool, an audit, ETH routing and a listing in a few weeks. Coming: a second audit starting the 23rd, then our first series that pays every month, then an app your Gran will be able to use. We're a small team that ships daily on a chain that's growing weekly, in a category with no ceiling. Every stock. Every dividend. One rates market. We're building it in the open, and it's live now. parestocks.com

Connect your AI agent to Longbow MCP and your agent will be able to: » Read markets, positions and vault state. » Plan leverage, with the full trade shown before anything is built. » Build unsigned supply, borrow, repay, stake and claim transactions, plus multiply analysis. » Cover NFT lending end to end: list collateral, make a lender offer, accept, repay and foreclose. » State the resulting health factor and liquidation price on every position-changing transaction. Get started: longbow.cash/mcp

如果这轮牛市最大的趋势将会是 Social Trading（社交交易）， 那么，提前布局那些最能受益于这一新叙事的代币，或许是一个不错的选择。 在上一轮 AI 热潮中，我们看到了多个市值突破十亿美元、甚至更高的项目。 随着新一轮牛市的开启，这种狂热很可能再次出现。 但这一次，核心不再只是“什么叙事”，而是——谁在买，以及哪些钱包会公开持有这些代币。 而有一个代币，比其他任何项目都更能代表 Social Trading 这场运动： $CATE $CATE 是目前最大的 SocialFi 平台上，持有量最高的代币之一，其持有者数量是同类项目的 2-3 倍以上，甚至超过了那些市值比它高出 10 倍的代币。 仅仅在 @fomo 上，就已经有 87,500 名持有者。 每隔几秒，就有新的交易观点和 Thesis 不断发布，几乎从未停止。 而像 @PoorGoat_ 这样的头部人物，也正在推动整个 SocialFi 生态的发展——他是 FOMO 历史上第二个突破 50 万+ 粉丝的账号。 今天，我来到这里，欢迎所有中国的兄弟姐妹加入这个伟大的社区，也欢迎大家进入 SocialFi Trading 的全新 Meta。 如果有一种语言可以让我们所有人团结在一起， 那就是——赚钱的交易。 嘴上说什么都很容易。 但把你的钱包拿出来给我看。 这就是整个市场正在前进的方向。 而有一个代币，正在以远超其他项目的速度，引领这场 Social Trading 的浪潮。

This legend @Bluntz_Capital will be studies for years to come as a prime example of elite conviction Buying over 1million of solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump and keeps buying under 100m because is basically free @Kylechasse is clear what @PoorGoat_ is doing with cate cant be ignored and it is the solana:EKpQGSJtjMFqKZ9KQanSqYXRcF8fBopzLHYxdM65zcjm of this cycle