Revenue, Token Rights, Newsletter @defillama

"The next great crash will occur when we collectively realize that the institutions that we trusted to remove risk are actually the source of it." - Volatility and the Allegory of the Prisoner's Dilemma, Artemis Capital artemiscm.com/research-marke…
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I just came across this video of an absolutely beautiful Roman cavalry helmet which inspired me to share some thoughts on the subject of aesthetics: Humans do not experience the world as purely rational creatures. Before we understand an idea or a concept we see it and form an intuition about what it represents. This extends into literally everything, even (or especially) warfare. Men have spent thousands of years turning weapons, armor and uniforms into objects of beauty when most people these days believe that functionality is enough and that it’s silly to go to great lengths just for purely cosmetic reasons. That's the bugman way of thinking. The culture with the stronger aesthetic has an enormous advantage because it makes its vision of life desirable. People want to belong to what appears beautiful, vital and heroic. Everything in life is about aesthetics and so in order to win you must embrace aesthetics.
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Most people at this level of caffeine are in shambles is kalshi inflating these numbers?
JUST IN: Study finds 5+ cups of coffee per day linked to lower body fat, higher muscle mass, and higher testosterone in men
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bessent doomscrolling these posts rn
yeah so basically trump got cocky after succeeding with venezuela and had a hot hand and decided to double down and strike iran in february thinking they could take over the country in a couple of weeks despite everyone telling him it was a bad idea and would drag on nothing really happened and then Iran learned that they can actually close the strait of hormuz and were unsure if it would even work but now its become obvious they can do it and feel empowered. the iranians have a longer history as a culture and are slow walking trump as much as possible as they know that higher oil prices are going to ruin his odds in the midterms and weaken him not only that but now higher energy prices are putting upward pressure on inflation and bond yields which has made the job of his new fed chair warsh who came in under a premise of potential rate cute but because of the iran war were entering a rate hiking cycle the only person in the room who was trying to juggle all of this was scott bessent but after trying to juggle everything for so long he decided he was going to try and fight the bond vigilantes to lower bond yields and declared himself as the house. but he showed up to the bond fight with hardly any ammunition and now the bond market is calling his bluff and now the bond auctions are going terrible and he looks like a fool now so now bond yields are surging export bans on diesel are being put in place as an act of desparation midterms are a total write off and the trump admin is about to spend the next two years probably fighting impeachment hearings while things continue to detoriorate and the funny thing about all of this is he won the presidency off the idea of no more foreign wars but its his own foreign war with iran that started this whole mess and now the free market is testing them all
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Ethena USDe supply is up 20% over the last month, and USDC mcap grew +$2.2B over the last 48 hours Are we finally starting to see real onchain stablecoin growth after nearly a year of ranging? Built a stablecoin monitor to more closely watch activity. Default is 60d but change time frames & select chains to see different views
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Here's the monitor dashboard: defillama.com/pro/stablecoin… You can fork this dashboard or if it's missing something lmk and I'll add Monitoring the situation.
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Kenny Jetski retweeted
The Daily Degen - Tuesday, September 22nd, 2026 Meetings, Metas, Manias, Macro, Airdrops, Videos, + New Projects! + $JUMP, $NEAR, $STONK, $CRCL, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @Meta_Mark_ (insanely smart + wholesome DefiLlama'er) - @0xpostrich (extremely gigabrained perps/airdrop expert) And shout-out to new projects highlighted: @liquidcompute, @Motoswap Please RT/etc to support! Link in next tweet 👇
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72 new protocols were listed on DefiLlama this week 3rd week in a row that Launchpads are the top category, followed by dexs and risk curators meaningful amount of new revenue adapters, 11 more than last week
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Are we still feeling like this is a reasonable valuation?
How it started vs hows its going
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Kenny Jetski retweeted
Over the next few weeks, we're going to roll out a series of team products that make DefiLlama indispensable for every DeFi business. Team dashboards for internal analytics. [Redacted] for managing how your protocol is viewed publicly. [Redacted] for finding new partners.
Introducing team dashboards on DefiLlama. - Private: visible only to your team - Collaborative: edit together in real time - Organized: everything in one shared workspace
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$2.1b in onchain options notional volume transacted in August. 250% more volume than a year ago, and September is on pace to nearly double that Volume has increased for 4 straight quarters. We are closing in on the highest volume quarter since Q2 2024
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27% of new protocols listed on DefiLlama last week were Risk Curators This week 15% are Launchpads Good way to keep an eye on new DefiLlama listings imo is ask LlamaAI to send a daily report with new protocols listed in the last 24h
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She has been using LLMs for maybe 2 days. She has no idea what's going on in the world of AI. Tried Claude once. It's over for anthropic
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gf forgot to lock a door and someone came in around 2am I wasn't home, she handled it perfectly but a traumatic event which cost us an untold amount of energy and anxiety Intruder's punishment: 30 days in jail. He didn't even bother to show up for court. You are on your own.
Might be harsh but imo you should get the death penalty for home invasion Hard to find a worse breach of the social contract than forcefully entering somebody’s home with the intent of causing harm
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Excluding stablecoins, RWA mcap on Robinhood Chain surpassed Base. Uniswap facilitates DEX volume on RH Chain and Aerodrome produces Base's, but the App Revenue profiles for both chains look very different. Here's the dashboard to track chains & stonks: defillama.com/pro/base-vs-ro…
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dev talking about price
JUST IN: 🇺🇸 President Trump says the stock market should be going up "like a rocketship."
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Pons crossed $62m in cumulative fees today, and did 80% of pumpfun's volume over the last month. Built a dashboard highlighting data from this week's @DefiLlama newsletter: - fomo's $1.5m fee day - Pons & fomo vs competitors - The largest Pre-IPO premiums Link below
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Llama knows ZIRP? ball knowledge
Replying to @Meta_Mark_
Checks out: half of the 10 worst pre-IPO drawdowns are web3 (Dapper -94%, Chainalysis -81%, Consensys -80%, 1inch -87%, Sorare -81%). Real culprit isn't the tech — it's 2021 ZIRP pricing that never got marked down since IPOs stalled. defillama.com/ai/chat/shared…
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Fun fact: half of the top 10 largest valuation drawdowns are in the web3 sector. @llama who do we blame this for
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I think it's about time I start doing heists: - putting a team together - months of tedious planning - the thrill of execution - almost foiled but saved last minute by happenstance - ride off into the sunset - come back for one last job
A truck carrying an estimated 40,000 pounds of Pabst Blue Ribbon beer was stolen in Montclair in what may be the biggest beer heist ever. The stolen truck was loaded with what is equivalent to more than 50,000 cans of Pabst Blue Ribbon. abc7ne.ws/6Fi322
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