VEETOR

$120M+ sitting in a protocol I'd never heard of until last week Allocators were adding more during November's mess while CT wasn't even talking about it I had to figure out what they knew November - December was brutal for DeFi. Everything bled TVL @Paretocredit TVL dipped

Learn the act of RESEARCH If you don't learn to research on your own, you'll end up losing in this space no matter how lucky you get a few times To avoid round tripping your profits, learn to research, learn to spot things early, and most importantly... learn to SELL Timing is

This ties into the bigger "agency vs extraction" split I've been thinking about Platforms that protect users win long-term

The next upgrade in crypto will be surrounding RELIABILITY and that makes sense We see "decentralized apps" still behave like startups - if the team stops building, the product dies crypto should behave like a resounded infrastructure that is durable and impossible to turn off

saw this leak headline and it reminded me why ZK identity matters

We've stopped being surprised by data leaks because they're inevitable when apps are designed to grab everything ZK proofs flip that by proving you're eligible without actually exposing the data itself Less data sitting around means less data to get breached ZK has gone beyond

On the product with my fren - aiming to go live by February On my perp automation tool - tested it already, but launch is delayed because of how the market's moving right now (or not moving, really) I want two solid test phases before I ship it. Got phase 1 done, phase 2 still

Vitalik's response to the original post got me thinking way harder about this whole "agency vs extraction" thing happening online Worth a read

The real scarcity now isn't information anymore, It's control Control over your attention Control over your data Control over your money

The future internet divides on one question... who owns your attention? One thing that's been rattling around in my head is the next version of the internet is gonna split based on who actually protects human agency, not just who's got the shiniest product We're sliding into

I have a friend building a fixed delta system savings app while I'm building a bot that makes perpetual futures trading safer and more effective It's exciting to see how both projects turn out!

My friend's app offers a fixed double-digit APR for instance, 10-15% annually on whatever amount you save Mine focuses on highly accurate trade signals for perpetual futures

Private credit is failing onchain Maybe not, but I honestly think it is and my reason isn't because people don't want it but every project has to build their own lending system from the ground up Once we can share that infrastructure instead of everyone doing it solo, lending