Threading on the Edge
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Owner : @arndxt Newsletter: https://threadingontheedge.substack.com/ Twitter: https://twitter.com/arndxt_xo TG: https://t.me/threadingontheedge Farcaster: https://warpcast.com/arndxt Lens: https://lenster.xyz/u/arndxt
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频道帖子
Product & Operations Salaries in Web3 (2025–2026): Insights from 350 Candidate Interviews
https://x.com/0xwhizkey/status/2073986946083553651
| 2 | $5mil 30d rev with $2.5mil to holders
i think $JUP is starting to become one of the more interesting $SOL majors again, because of these 3 things: DeFi super app, Buyback/token value capture, Omnichain security layer.
so here is my bull case:
* more volume across swaps, perps, GUM
* cross-chain execution creates more demand for JUP security
* more buybacks
* more reason to stake
* more value accured to $JUP stakers
1. Jupnet
Jupnet could turn staked $JUP into the security layer for cross-chain execution. Validators, stake JUP, sign off on transactions, and can be slashed for bad behavior.
if every cross-chain action needs 2/3+ of staked JUP to approve execution, then JUP starts to become economically tied to the network itself.
2. GUM
then you add GUM on top: trade any asset, on any chain, from one interface. Tokens, stocks, perps, and eventually more.
3 Superapp
add @JupiterExchange perps, lending, portfolio, predictions, on/off ramps, and 17 verticals under one umbrella, and the bigger picture becomes clear, that it is trying to become the DeFi super app.
defi and many protocols are moving away from inflation-heavy tokenomics and toward real revenue, buybacks, and fee return models. $HYPE, $AERO, $JUP, $LIT, and $LDO are all showing that the market is repricing cash flows businesses again.
if Jupnet works, this may be the biggest utility case $JUP has ever had.
still speculative, but I’ve got a bag.
https://x.com/arndxt_xo/status/2073976495333421152 | 304 |
| 3 | I compared 5 crypto cards on the exact same purchase in Europe. Test #4 👇
https://x.com/0xVishnya/status/2073734393131151637 | 249 |
| 4 | Some of the key projects include:
• @Arcium – decentralized confidential computing powered primarily by MPC, enabling private AI, confidential DeFi, and encrypted applications.
• @UmbraPrivacy – privacy layer for anonymous transfers and shielded transactions built on Arcium.
Confidential Balances – Solana’s native privacy extension that hides token balances and transfer amounts, while supporting optional compliance features.
• @magicblock – uses secure hardware (TEE) for fast confidential execution.
• @bonsol_labs – brings Zero-Knowledge proofs to large off-chain computations.
• @encrypt_xyz – focuses on Fully Homomorphic Encryption for computing on encrypted data.
• @darklakefi - Confidential AMMs and dark pools, built on Arcium’s MPC infrastructure.
• @LightProtocol (acquired/integrated by
@Helius): ZK compression and private execution primitives.
• @GhostWareOS
/ GhostPay: Modular tools for anonymous payments and privacy features.
https://x.com/zordcrypt/status/2073763430889410908 | 246 |
| 5 | Crypto Watchlist for the week ahead:
https://x.com/TheDeFinvestor/status/2073763397280141607 | 253 |
| 6 | We are cross collateralizing every sector in debt issuance, positioning, and AI retooling
This is all pushing a ton of credit into the system
When you look at the underlying data, its clear that liquidity and credit are expanding. We want consensus to misunderstand this and turn conservative because they will be forced to buy back higher.
We need consensus to believe that liquidity and credit are slowing or contracting right now. This is part of how the credit cycle works. In the interium, capital keeps moving out the risk curve and outdated models are getting crushed
I don't make the rules here, I just follow the flows.
Welcome to global macro
https://x.com/Globalflows/status/2071591477835350267 | 326 |
| 7 | TRADE.XYZ AND HYPERLIQUID CHARTS NOW LIVE ON TRADINGVIEW | 2 627 |
| 8 | https://x.com/jimcramer/status/2072634258187866169 | 515 |
| 9 | Engineering Salaries in Web3 (2025–2026): Insights from 350 Candidate Interviews
Following my previous post on overall salary data, I thought I'd start diving deeper into each function.
We'll start with Engineering. I'll get to the other departments eventually.
https://x.com/0xwhizkey/status/2072510934090981593 | 547 |
| 10 | VENICE AI SECURES $65 M SERIES A, REACHING UNICORN STATUS WITH A $1 B+ VALUATION: TECHCRUNCH
Link | 610 |
| 11 | you can fade the points buts its harder to fade Fidelity's $1T AUM partnership
i am betting on one of the best RWA products that will own distribution, by farming thBILL in s1 and then rotated into thUSD when the points program went live
you are still early to @Theo_Network when its:
- pre tge phrase (points farming)
- build rwa products with Fidelity that manages $7T AUM
- strong rwa metrics unseen in defi with $90m in rwa capital deployed
@Theo_Network is showing how institutional funds can be packaged into crypto-native treasury products like thBILL and thUSD
FILQ now becomes the second institutional underlying inside thBILL, alongside ULTRA, the Wellington Management / Libeara product custodied at Standard Chartered.
thBILL is becoming a diversified basket of institutional-grade liquidity products, connected to onchain rails.
issuance creates assets > distribution > utility > attract capital
https://x.com/arndxt_xo/status/2072300141223252317 | 457 |
| 12 | idk if you guys are actually paying attention but my newsletter is free
i've shared these there so if you have actually bothered to read, you would have made:
$ALAB
+310%
$CRDO
+90%
$PENG
+190%
$NBIS
+210%
with a 10x leverage
we keep printing even when
$BTC
is dumping
though i am getting skeptical with this highly leveraged financial markets which is feeling eerily similarly to the the 2008 housing crisis, where loans upon loans are being taken out
perhaps a (vicious) circular economy of money transfer?
KOPSI hitting circuit breakers
central bank are getting wary and restructuring riskapproach to ensure a safe unwind, if it were to happen
i dont have a clue when the muscial chairs will stop and if they would, so till then we just keep riding it
https://x.com/arndxt_xo/status/2072138991135277397 | 380 |
| 13 | After months of hard work, late nights and peer reviews-- it's finally here
The most complete (meme)coin guide ever made
100% free, you can find the link below
(中文版也已上线!)
Enjoy 🫶
https://x.com/spyzer/status/2044404091002986630 | 409 |
| 14 | the real opportunity is not to build better crypto apps
it is to build apps where crypto is the invisible infrastructure that enables new behaviors, better economics, faster settlement, global access, ownership, programmability, or coordination
the winning products will not ask users to care about crypto. they will use crypto to give users something they could not easily get before:
- most consumer crypto products have failed because they were built from the protocol outward instead of the user backward
- they started with the asset, the wallet, the chain, or the token mechanic, then tried to find a use case
- but users do not wake up wanting to use stablecoins, wallets, NFTs, or DeFi. they wake up wanting to send money, save money, earn, access opportunities, coordinate with friends, build identity, join communities, pay bills, invest, play, create, or escape broken financial systems
the next wave of crypto consumer apps will be outcome-first, not crypto-first.
crypto will become the access layer to new consumer experiences, but it should not be the main thing the user sees. the user should feel the benefit before they understand the mechanism.
1. anchor the product in a clear user outcome
2. serve users who already have the problem today
3. create a 10x advantage over incumbents
4. align with a rising consumer behavior shift
https://x.com/arndxt_xo/status/2071655922850836905 | 406 |
| 15 | How to build a great crypto consumer app in 2026.
1. Think in terms of outcomes:
2. Real users from day one
3. 10x better, not 10% better
4. Catching key lifestyle trends
https://x.com/binji_x/status/2071536552123994203 | 380 |
| 16 | my view is simple:
memory still remains the core of the current AI trade
but after this move, the more interesting opportunity may shift toward the second-order beneficiaries: neoclouds, interconnects, memory pooling, CXL and the broader infrastructure layer that makes inference scale possible
these are likely the specific constraints the market has not fully priced yet
the AI trade is also becoming more macro-sensitive
this is no longer just about earnings and capex. it is also about real yields, credit spreads, dollar liquidity, power costs and the long end of the curve.
AI infrastructure is capital intensive:
- if real yields rise, multiples compress. if credit spreads widen, financing becomes harder. if power costs rise, inference economics deteriorate
- but if inflation cools, long-end yields stabilize and credit remains open, the AI buildout can continue
that is where inference matters
every agent, coding workflow, enterprise automation and real-time AI interaction consumes compute. training was the first compute shock, but inference is recurring
if inference can be monetized profitably, AI infrastructure demand becomes recurring too
so no, i do not think this is the end of the AI trade
i think the market is moving into phase two
phase one was about obvious scarcity
phase two is about the next bottleneck: memory bandwidth, interconnects, neocloud capacity, CXL, power and compute utilization
the trade is not over, only becoming more selective
https://x.com/arndxt_xo/status/2071153352252272865 | 435 |
| 17 | 62 crypto projects died in 2026:
https://x.com/DefiIgnas/status/2070532814051942582 | 485 |
| 18 | https://x.com/HyperliquidX/status/2070433243082731757 | 577 |
| 19 | Inside the Silicon Photonics Supply Chain Powering AI
https://x.com/Eli5defi/status/2070079273357234581 | 570 |
| 20 | Is this the end of the AI trade
https://x.com/arndxt_xo/status/2070393141019218329
https://threadingontheedge.substack.com/p/is-this-the-end-of-the-ai-trade | 562 |
