Threading on the Edge

Threading on the Edge

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DeFi Lending’s Gen 1 Death, Gen 2’s Four Evolutions
i visualized the current landscape based on @Eli5defi thesis
20 hrs ago • arndxt
Perp DEX Pricing Model Check: $LIT vs $HYPE
i’m leaning undervalued but need confirmation.
Jan 14 • arndxt
The Market Gave You 5 Bull Runs. You Married The First One.
Macro Pulse Update 05.01.2026
Jan 9
CT’s Underfarmed Bag List
in fact i think many are missing out on a lot projects that FEW talks about on CT but did way much more % gains or benefiting the community much more
Jan 8 • arndxt
Skyscanner of Perps - MetaDAO ICO - Bull Case, Bear Case, and a Price Floor
ownership > extraction
Jan 7 • arndxt
Building for 2027 not next week
ok so here’s what I’m actually seeing and it’s making me rethink everything: thanks to this piece by @Flowslikeosmo crypto feels different now.
Jan 6 • arndxt
145 projects for airdrops in 2026
Threading on the Edge is a reader-supported publication.
Jan 5 • arndxt
Lessons From 2025, Bets for 2026
2025 had a very specific kind of psychological violence.
Jan 2 • arndxt
Threading on the Edge
Threading on the Edge
Unchained from the 9to5 hell; Dig into the depths for alpha

Threading on the Edge

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