Thursday? Not on my watch! This week has been the slowest in a while, but it is what it is. # 1 Robinhood Chain I'm just happy for Arbitrum - it has always been the best L2 out there (and not just because their airdrop was actually good). + Happy for EVM (can easily see a reality where this is a Solana product). Still no idea how it all actually works, especially the part with integrating into DeFi (not really compatible with KYC) and the private company stock tokens (which are apparently not even real). Overall, pretty telling that on stream they kept calling them "stock tokens" rather than "tokenised stocks". Seems we are still not there with the latter. Not a great time to be a crypto-native Robinhood competitor, I've been playing a bit with @massdotmoney, which is quite nice as far as crypto products go (you get stocks + perps via HL + lending via AAVE + spot), but not as nice as whatever Robinhood will be able to offer once they get going. On the other end, not too worried for Hyperliquid, it has built up enough of the moat (and continues to deepen it) so that even regulatory arbitrage decreases (or disappears completely), it will be fine. # 2 NILE You know times are rough when one turns to buying ve33 DEX tokens, but for a couple of weeks now, there have been rumours of Consensys getting their own ve33 DEX together with Kingdom. If true, that's big for $NILE, which 2xed since May's lows. Love or hate Consensys, they still run the biggest wallet and make six figures in daily revenue there (so evidently, someone, for some reason, uses metamask for swaps). On the other hand, Linea (the chain where the DEX is supposed to happen) is dead even by L2 standards, and the only thing they've so far been successful at is delaying the airdrop and farming their community. Still, Ethereum's pride is on the line here, and with everyone effectively forgetting about the chain, there is some good r/r to be had imo. #3 Curve Curve has always been one of my favourite protocols, part of it is nostalgia (was one of the first DeFi tokens I bought and held), part of it is that I always liked the branding and the memes. Every once in a while, I revisit the idea of buying $CRV (in the form of one of the lockers that have been sitting near ATL) or one of the ecosystem-adjacent tokens. However, I think it finally dawned on me that the ecosystem is practically uninvestable at this point. Conic, Prisma, now Resupply, even when the Curve itself is unaffected, projects around it continue to get exploited at an impressive rate. It's all a bit sad, as Curve and its partners are one of the few 2020-2021-era protocols that continued to ship cool stuff, but keep getting unlucky whenever they seemingly catch a break. #4 Random stuff Finally got around to trying Paradex - it felt pretty sweet for my primary use case (shorting $MOVE). Haven't tried their perp options though, which seem to be the main differentiator vs HL atm. $KITTEN first big HypeEVM TGE and held up reasonably well so far, but will go much lower IMO (personally, sold my presale). Precompiles confirmed in the next HL update - bought some $BLB to feel something again (liquidity very sad though)