This should be the free money play now.
720% APR if things go north.
Rules: The market resolves to “Yes” if a real-money trade is publicly placed on a regulated, Polymarket-operated Designated Contract.
What I’ve seen:
1/ Polymarket app is already live on the App Store.
= US accessible
2/ People are placing bets and sharing screenshots on X.
= Real-money activity
3/ 500 access codes were handed out on the Polymarket Sports page.
= Looks like they’re preparing for wider access
That last point makes this market already in final review. If so, everything should wrap up in less than two days.
Wors

The Collapse of Stablecoin Yield? Not happening
Look at how much yield these have paid out:
• sUSDe → $427M YPO
• sUSDS → $164.93M YPO
Yield-bearing stablecoins are the real moat in crypto. And these projects keep finding new ways to generate organic yield.
For example, yields on @ethena_labs from funding rates remain positive today, and that’s before they tap into high-funding venues like Hyperliquid, which I expect soon.
Top players are delivering real returns. A sustained 5% APY in a quiet market is more than decent.
I think another stablecoin wave is coming during this bear once every othe

gDecember
BTC closed November below EMA10.
That's the last string I use to validate the end of bull.
From here, we need to be very picky on capital allocation and only deploy into asymmetric payoff.
We’re entering the harder part of the cycle.
Goal is to adapt and survive.

Stablecoin Farming on @monad
APY is now incentivized with $MON tokens across DeFi protocols.
10%+ on stablecoins? Easy.
Here are the list and guide to onboard in 2 minutes 👇:
1️⃣ DeFi Protocols: Euler, Morpho Gearbox
> @eulerfinance: 16.9% on AUSD
> @Morpho: 13.19% on AUSD
> @GearboxProtocol: 8.32% on USDC
Criteria:
+ Only one action needed (one-click)
+ Top DeFi protocols with proven records
+ Large stablecoins (Agora's AUSD is backed by Paradigm and Dragonfly)
2️⃣ How to start farming on Monad in 2 minutes
2.1 If you have USDC, can bridge to Monad via @StargateFinance directly and you'll a

Ethena Everywhere: MegaETH and Hyperliquid HIP-3 Edition
USDe by @ethena_labs positioning itself as the stablecoin infrastructure layer for all DeFi ecosystems.
Whether through:
+ Becoming the engine for native stablecoins
+ Powering USDe collateral on Hyperliquid HIP-3 perps
Let's break it down: 👇
1️⃣ Stablecoin-as-a-Service (SaaS) with @megaeth’s USDm
MegaETH launched a pre-deposit campaign where users receive USDm, a native stablecoin issued on MegaETH.
What many do not realize is that USDm is powered by Ethena engine (Ethena Whitelabel).
All native stablecoins built through Ethena infrast

This yield is wild.
33% APY on AUSD on Monad is still under the radar.
Stable yield farming on @monad is so good that I'm not sure this should be shared.
Here are 3 simple steps:
1/ Swap USDC to AUSD (Agora USD from @withAUSD) on LlamaSwap with a 1:1 rate from deep liquidity
2/ Bridge AUSD from Ethereum to Monad via @StargateFinance (around $0.02 fee and get free $MON for gas)
3/ Deposit into Steakhouse High Yield AUSD vault on @Morpho for 33% APY from $MON and $AUSD incentives
Monad has done well onboarding DeFi users into their ecosystem.
DYOR. Steakhouse manages liquidity on your behalf.

ADAPT: The Largest RWA Development in 2025 (Web2 + Web3 + Government)
Real-world asset sector is now expanding into Africa’s multi-trillion trade economy.
Here’s what ADAPT is and why it matters:
👇📘
—
1. What is ADAPT?
(Africa Digital Access and Public Infrastructure for Trade)
ADAPT is a shared, open digital public infrastructure connecting all 55 African member states.
Its goal is straightforward: modernize the continent’s trade system by moving documents and transactions onto verifiable digital rails.
IOTA ( @iota ) powers the backbone of this network, helping settle trade data across bor

My DCA strategy into $AAVE starts now.
As part of getting my port ready for the next bull, I'm searching for tokens with enormous value that people are still blind to.
Owning the largest money market in crypto with the highest credibility and security at a $2.8B valuation?
To compare, this mcap is near New York Community Bank, but on a completely different scale.
I do believe the liquidity bridge will keep growing non-stop with the Aave saving app too.
It’s inevitable that normies from both worlds will soon realize how underrated Aave really is.

Been digging into “Ownership Coins” sales on @MetaDAOProject.
This @solomon_labs market on @Polymarket caught my attention.
Only 10 hours left. And only 50% of $15M (~$7.5M) committed,
yet the market is pricing “Yes” at 94% for >$15M.
So what’s really going on?
I looked back at previous Avici and Umbra sales to see what happened in the final stretch.
Here's what I found:
- In the last hour of Avici's sale: A massive influx of $26–27M in new commitments.
- In the last hour of Umbra's sale: An explosive $77M inflow.
Even with Loyal (the other privacy project), they received $53M in the last 6-12

Hourglass site glitching like it’s 2017, but doesn’t stop people from trusting $700M in deposits.
Degen gotta eat fr.

Bitcoin needs to step up in order to bring the bull back.
In every bullish November (2023 and 2024), BTC bottomed early in the month with small drawdowns under 5%.
Each early reset led to strong rallies for the rest of the month.
This time, we’re already down ~10%, not a good sign.
Momentum and structure are close to breaking.
We need a strong green candle soon to keep this from turning into a late-cycle setup just like 2021, when the market rolled over after a failed November bounce.
Stay alert.