Threading on the Edge

I tend to see a few categories of pitches:

1. Incremental improvements to existing apps e.g. prediction markets with a social feed, or a DEX with better MEV resistance

2. Massive improvements over an existing system e.g. prop AMMs

3. Bringing an existing TradFi primitive onchain e.g.
@tether
putting dollars onchain

4. Creating an entirely new financial primitive e.g.
@Polymarket


5. Something completely new

(1) is usually the least exciting to me. Customer acquisition is incredibly hard, and people rarely switch for a 10% improvement.

The others are often investable, and I suspect (4) and (5) will ultimately produce the biggest outcomes. @CremeDeLaCrypto articulates why 👇

https://x.com/jonah_b/status/2056041151593882002

.@AskVenice did the hard part first for its ecosystem privacy AI narrative to follow.

lotta capital sidelined from $VVV is now aggressively searching for the beta plays. somehow they probably already got the answer.

https://x.com/Kaffchad/status/2055568720224010321

0-to-1 mechanics are back this cycle.

Seven apps building things that don't have predecessors:

https://x.com/Flowslikeosmo/status/2055648861738180918

More broad view on recent $HYPE PA too

Circle news was absolutely not a "known known". Nobody had it priced in, instant +$200m to ARR with an extra $12.5m per 25bp rate hike if we see those. Durable, uncorrelated, straight juice to buybacks. The candle straight to $46 was just the instant rerating based on this news to a similar multiple as when it was $38-40.

CME KYC FUD was absolutely known and has been generally priced in for some time now. The entire reason $HYPE is so "cheap" now IS the regulatory uncertainty. The reason you can buy it at $40 when it can go to $100+ IS because it can also go to $20 if there's some massive crackdown. There's no free ride, the rewards just outweigh these risks. This is not new news to anyone familiar with the thesis.

https://x.com/koolkrypto223/status/2055688633416577352

Notice that across the board, apps seem to be in a unique position to capture revenue.

Why is that?

The most valuable asset in crypto is the user relationship. If you own it, you can monetize nearly any onchain product your users touch.

I explain how here...

https://x.com/jonah_b/status/2054595328440193294

Memory Companies Tier List

- AI is turning memory from a cyclical commodity trade into an infrastructure bottleneck trade.

- HBM leaders, recovery options, Western proxies, and NAND high-beta names are not the same trade.

https://x.com/dbkventures/status/2055091723492339827?s=46&t=hr2fbvcHJGpvp_SbDstdzg

thought to chime in on @crypto_condom post, i have a pretty bleak and bearish outlook that i thought to share as well

some unpopular observations and asymmetric opportunities despite the bearishness in the coming months

long weapons, short peace 👇

https://x.com/arndxt_xo/status/2055207409577349300

https://threadingontheedge.substack.com/p/long-weapons-short-peace

YTD, $VVV is up ~9x and has become one of the most promising projects in the decentralized AI category.

❶ It addresses the core pain points of centralized AI providers:

- 100% privacy (no data retention or surveillance)
- Uncensored, bias-free open-source models
- Agent-optimized economics
- Inference at zero marginal cost, or mint
$DIEM
for perpetual credits
- Scalability + crypto alignment
- One API, 200+ models

https://x.com/Eli5defi/status/2054849499022143688

arguably this is a major win for $HYPE

i believe we are underestimating the effects that USDC as the treasury deployer would bring to the HL eco

this is much more bullish than most would realize

tldr, never short $HYPE, and today its wins on 4 fronts:

- coinbase bought $20m of $HYPE over the last week, and bought $5m more today and staked all of it
- @circle USDC officially becomes the treasury deployer and will see ~$150m in interest income on HL
- HL wins with more trades on $CBRS as its ipo today is free money (right @Eli5defi ?)
- the launch of $CBRS on @tradexyz showcases team execution and immaculate time to market

let me elaborate below why these are are HUGE catalyst and how with an A team onboard, would superceed what many others would have achieved

👇

https://x.com/arndxt_xo/status/2054961764216046037

🔥 Why privacy coins now and how I’m acting on the sector thesis ( $TAO $ZEC $POD …).

https://x.com/Karamata2_2/status/2054851140689252692

The hot demand right now is for $STRC yields.

Protocols further gives it a 'risk personality' by tranching it.

What makes it interesting is what you can get on @pendle_fi.

https://x.com/thelearningpill/status/2054849269392404642

⚠️✴️ Recent growth in BTC from $80,000 to $82,000 was not driven by genuine spot purchases. The negative premium on Coinbase indicates a lack of real buying activity, raising doubts about the reliability of the current rally, according to Coindesk. On May 12, Wintermute, a major crypto market maker, suggested that the rally resembles a short squeeze rather than a true bullish movement. mt в max

Follow these steps every week if you're building Hermes agents to ensure they use every new tool available in each update.

1. Use a simple audit prompt to 10x your agent workflows in both Codex and Claude in Plan Mode (prompt below).

2. Copy the Codex plan, revise the Claude plan and give it the Codex plan.

3. Have Claude create a new plan that accounts for the Codex plan.

4. Give the revised Claude plan back to Codex, and adjust the final implementation plan.

5. Review and adjust where necessary.

6. Enjoy the latest Hermes tools in your old workflows to boost productivity and outputs.

The prompt:

"Based on what you know about this codebase and how I work, where are the highest-leverage improvements we can ship right now to 10x my output?"

Follow this guide, and watch the magic unfold.

https://x.com/gkisokay/status/2054547710095565055

i've found 28 rwa projects out of 19,000+ @colosseum submissions so far

https://x.com/HarryTran_RWA/status/2054231403211137105

How CBB Cartel & Friends Made +$40m on $XPL

https://x.com/Cbb0fe/status/2054278181142876606

Trump live in china

https://www.youtube.com/watch?v=S1bAdRkXhdk

$A0T is still criminally undervalued here.

https://x.com/Medbdytoblaser/status/2054494639000821985

The Solana Perps Season

Hyperliquid moved $181B in perps volume in April 2026. In comparison, the combined volume of all Solana perps DEXs amounted to a 'mere $30 billion'.

A crazy 6x gap. But Solana won't sit idle and responded.

Four new perps platforms launched, raised, or shipped testnet in the past six months. @toly is leading the charge of 'marketing. And they just claimed the @perps handle on X.

https://x.com/Eli5defi/status/2054566351591850475

AGI frontrunners Pt.1

https://x.com/Nick_Researcher/status/2054507833333538831

i am a huge proponent of privacy $ZEC and recently:
- shared the desci narrative
- caught onto $ONDO with a 2x
- money/credit markets like $AAVE $AERO $MORPHO
- $HYPE
has been the strongest thesis along with several ai companies given their similar verticalization approach

there are alpha to some early projects which you should also explore

👇

https://x.com/arndxt_xo/status/2054561959178330525