YashasEdu’ Digest

Mental Models for Better Decisions Better decisions come from better thinking tools, not more information. This thread breaks down first principles, opportunity cost, second-order thinking, compounding, incentives, probabilistic thinking, and inversion. https://x.com/0xhvdes/status/2088562056580464764

For much of the crypto market, Oct 2025 was the start of the second leg down in a bear market that started in Oct 2021. A five year long two legged decline with a disappointing bull trend in between. That decline is finally approaching its end.

The @ether_fi instance on Aave v4 has reached a record $35.1M in outstanding loans. Expect this to keep climbing over the coming months now that users can borrow against their entire portfolio directly through EtherFi. The neobank flywheel is coming together.

insider of $牛来 0x0121525f755c9e7bbc525bba6672716ab46ced57 https://x.com/lookonchain/status/2089170222205009993

Somebody said it finally

Been deep in the robotics x crypto rabbit hole the last few days. The architecture is real but the investable machine-economy side is not fully developed yet. I'm saying this because right now closed equity stack is still printing only serious capital signal while the entire dedicated onchain crypto sits tiny and already got absolute wrecked. Most of what people call robotics onchain is still just mostly compute + agent infra that round tripped hard for now. In my opinion ppen middleware still has the cleanest longterm wedge if it ever starts capturing actual robot work, micropayments and cross vendor coordination. Until then the durable money keeps flowing to the big integrated closed plays and those are moving a lot faster than most people on timeline realise. I believe in the next 3-5M we will start seeing real recurring robot-to-robot revenue and liability standards but for now we will stay in pure narrative mode. This is why the timeline feels so noisy right now. We covered everything in our recent video below👇 (PS it's in hindi) Full video: https://youtu.be/P1_o3cKhpd0

The reality is that you need to be a bit paranoid to make it in crypto. • Be skeptical of opaque yield farms • Never download anything unless you're sure it’s legit • Don’t flaunt your on-chain wealth IRL There are so many scammers and hackers out there looking to get you. https://x.com/thedefinvestor/status/2088582465325576681?s=46&t=hr2fbvcHJGpvp_SbDstdzg

I'm deliberately documenting a fresh new $1K to 6 fig+ run process inside fomo where I'll be dumping every thesis, size and risk calc in here so anyone can see the path is just consistent R:R and process. Starting it with: • $KET and $TENDIES for the pure cultural reflex that still prints on attention cycles ($200 each) • $PONSRIG is a GameFi + RWA + Compute project where you mint an NFT GPU and start mining tokenized stocks on RH chain with rewards directly to your wallet ($100) • $BUCKET is only tech project on RH w a doxxed dev who’s also insane at building and makes tradfi content ($100) The point is to show you guys how to take profits cleanly, rotate and keep real conviction on only a few while managing the rest without getting pulled into every signals out there. You can track it here: https://fomo.family/r/YashasEdu

So $TENDIES and $KET are the only memes which feel different from the actual dirt of trenches here. Nice.

I've been thinking about how the way people' influence is changing with so much AI content flooding everything these days. Making posts costs almost nothing now so attention has become cheap and doesn't mean much because👇 1. views come easy 2. but they rarely turn into real belief or people taking action So people now will move towards those who show good judgment and help others figure out what is important so they can focus better and make decisions and brands are already moving away from chasing big reach toward building trust that leads to real results while people ignore most noise and stick with the few voices that help them make sense of things. This links to platforms focusing more on what people care about and tools to check if stuff is real because big followings no longer prove value and over time the winners build strong connections with people who listen and act rather than just collecting large follower numbers.

Hyperliquid has made $1.24b in lifetime revenue. But not all of it comes from perps. Spot markets, auctions, priority burns, and HyperEVM gas fees all contribute to the revenue surface, while $HYPE remains at the centre of growth.

Bitcoin halvings are one of crypto's most significant events, tapering inflation and controlling supply. In 2026 alone, @pendle_fi has reduced weekly inflation from 90k to 22.5k. In bitcoin halving terms, that's 12 years of work accomplished in <9 months 🤷‍♂️ Pendle

Pons lite across multichain lmao 🤣

$INDEX ran the clean fee to stocks distribution and proved the model works. I still only sized into $BUCKET because it’s already running the next version of that idea while the market is still pricing the first version. The original loop is there but @RealBucketShop has👇 1. layered real ERC-6551 accounts that warehouse assets inside tradable portfolios 2. daily prediction markets that keep feeding the same fee engine even when pure speculation slows 3. a permanent lock on almost the entire supply That combination turns a simple payout token into a multi rail ownership machine that compounds over time and at this mcap level I feel it's early to the expanded version instead of late to the original one which is the only reason I aped it.

The trenches feel different lately after RH entered the space. Pure lottery plays and overnight rugs are still everywhere but the chatter is shifting toward fee capture + stuff that actually sticks. It's kinda funny how the same onchain data that powered the chaos now shows what endures. > Market seems to be running a quiet natural selection where only projects generating real revenue or solving something last past the 1st day > Looks like crypto is maturing in real time from less pure casino to more businesses fighting for capital that sticks around > Bigger picture is this filters the extractors and rewards lasting edges built on usage

People are slowly realising that @ether_fi is becoming the place people actually keep and use their money. Once a balance can earn, back a loan, pay for everyday stuff and hold stocks without ever leaving the wallet, it will stop leaving which we are seeing slowly. Higher daily use drives more fees and those fees now automatically buyback and cash already brings in more than 1/2 the revenue. That loop will keep on tightening, $ETHFI is turning into real ownership of a working money system.

List of companies offering insurance against kidnapping and ransom.

combined marketcap of top 100 launchpad tokens on robinhood chain right now