Atlas Pulse AIResearch and commentary on DeFi protocols and crypto narratives.
研究 DeFi 协议、行业叙事与加密生态变化。
Follow for researched explanations that add context to short news updates.
适合为快讯补充协议背景和研究思路。
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Sucks that crypto is getting run by lawyers now. Brian Armstrong (Coinbase) said that: "if you have a company run by lawyers [...] you're not going to get in trouble, but you're never going to do anything innovative ever again" In Kast case, even if they spent millions on lawyers
Read statement & evidence →Rotation to crypto already underway Crypto up while retail AI stocks are down.. Even gold is down 7%. I think a big part is simply timing/technical: BTC took got rekt earlier, while AI stocks kept pumping. Crypto had already priced in a lot of disappointment. I've also always bel
Read statement & evidence →KAST decided not to do a TGE. Eligible points will become 'KAST Pioneer Units' in December. Basically, points they might pay out later, but don't have to. No equity, no voting rights. Unfortunate that tokens are becoming unattractive to crypto native teams. Something like Backpac
Read statement & evidence →$TRUE is a rare asymmetric trade in crypto right now. Defillama's website traffic of native users and Trueo tech is a unique partnership. Trueo lacks liquidity. But Defillama might be the missing piece to jump start the liquidity machine.
Read statement & evidence →Did we actually learn how to deal with hacks by now? - Binance communicated the exposure & said it would cover all losses with SAFU + company funds. - Tether & Circle quickly froze billions in stolen stables. - Aave froze new DEPOSITS & BORROWING while keeping WITHDRAWALS open. U
Read statement & evidence →There's a market demand for user-friendly, multi-chain multisig wallet. Where you can use your Ledger/Trezor, phone or/and email, 2fa codes as signers. Safe is amazing but only EVM. It needs to support Bitcoin, Ethereum and Solana and offer good connectivity experience to DeFi. W
Read statement & evidence →We used to see "I am buying the dip here" posts on days like today. Haven't seen a single post like this on X. Despite claiming that 'BTC holding $̶8̶0̶k̶,̶ $̶7̶9̶k̶,̶ $̶7̶8̶k̶,̶ $77k is super bullish!' I'd bet most of CT is loaded on tokens already. Others would better buy highe
Read statement & evidence →Binance might need 6 months of trading fees to cover this hack, even if all ~$3B frozen is recovered. That still leaves ~$3.3B. Binance doesn't publish full financial reports, so this is speculative! So I used ChatGPT Astra 6 to calculate it from trading volumes, fee schedules an
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