Asia based 🇸🇬 Random ramblings of my own view. Managing a portfolio of my own fund. Primarily positioning for DeFi renaissance. The moonJoined June 2008
For the perp dex value hunters, consider this, which perp dex have orderbook DEX, money markets/lending, BTC-backed stablecoin, liquidations engine and token launchpad?
Hint: @RujiraNetwork is building all this and it’s currently valued at ~$87m FDV.
$RUJI $ASTER $APEX
We’ve entered the Perp DEX era.
ByBit the #2 exchange just publicly endorsed $APEX
Perp DEX are in the spot light. CEXs aren’t fighting it — they’re launching them (Bybit → ApeX, CZ → Aster). Why? Because this is where fees, leverage & yield concentrate. Short term = max…
We’ve entered the Perp DEX era.
ByBit the #2 exchange just publicly endorsed $APEX
Perp DEX are in the spot light. CEXs aren’t fighting it — they’re launching them (Bybit → ApeX, CZ → Aster). Why? Because this is where fees, leverage & yield concentrate. Short term = max…
@RujiraNetwork is building the App Layer on top of @THORChain, bringing full-stack DeFi to native BTC and other assets without bridges or wrapping, all secured by THORChain’s decentralized vaults.
messari.io/report/rujira-…
All roads lead to liquidations
Perps
Virtualisation
Lending vaults
Credit accounts
Stablecoin backed by $BTC
If you want to buy crypto at a discount, @RujiraNetwork will be the place do it
Native assets, only
On-chain, only
Self-custody, only
We want to empower everyone to…
All roads lead to liquidations
Perps
Virtualisation
Lending vaults
Credit accounts
Stablecoin backed by $BTC
If you want to buy crypto at a discount, @RujiraNetwork will be the place do it
Native assets, only
On-chain, only
Self-custody, only
We want to empower everyone to…
🔧 Binance Update 🔧
Binance will support the THORChain (RUNE) network upgrade & hard fork scheduled for Sept 18, 2025.
⚠️ Deposits & withdrawals of $RUNE may be paused during the upgrade — trading will not be affected.
Follow @BinanceAlertsX#CryptoNews#BinanceAlertsX#RUNE
Why the seed phrase era is ending — and what comes next. 🧵 hint: @vultisig
1/
Crypto wallets are stuck in a paradox.
Billions in assets. But the default security primitive?
12 random words on a piece of paper.
This seed phrase model is broken.
The next breakout wallet will…
Ethena proved you can’t incentive-pay your way out of a broken funding model — 95% revenue share + $75m still couldn’t fix perp-driven stables.
@RujiraNetwork edge is structural:
•multi-product demand (not just 1 stable)
•on-chain collateral (not funding mismatch)
•incentives…
Ethena proved you can’t incentive-pay your way out of a broken funding model — 95% revenue share + $75m still couldn’t fix perp-driven stables.
@RujiraNetwork edge is structural:
•multi-product demand (not just 1 stable)
•on-chain collateral (not funding mismatch)
•incentives…
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