Binance has 144bn of assets under custody, with USDT and USDC frozen the total loss now is around ~1bn, which is only 0.69% of their total assets under custody They'll cover it from balance sheet easily

Which crypto cards pay cashback? Which have no FX fees? Which are self-custodial? Our new crypto card dashboard compares 30 cards side-by-side so you don’t have to.

We're hosting a DefiLlama event in Singapore for Token2049 Our previous event got oversubscribed by 5x, so get in now before we fill capacity For 'Who invited you?' just write '0xngmi' so we know you're coming from my tweet

We just created a new metric for exchanges: realized perp slippage 1. We take a snapshot of the orderbook right before market orders execute 2. Calculate the slippage at which it should fill ($0.94 on Binance) 3. Compare against actual slippage on the fill (actually $1.63)

DefiLlama is looking for a CPA to work with us on a project. This is ideal for you if you: - Have auditing experience - Are deeply interested in DeFi - Want to help define how financial audits and proof of solvency are done in crypto If that sounds like you, reach out to me.

Our new Universal Token Ratings dashboard is live: the industry's first continuously updated token rating standard, built with @Forgd_. 100+ tokens now carry a single 0-100 score and AAA-CCC grade, live on DefiLlama.

Was picking a place for lunch with someone else, I showed up to the restaurant and asked front desk to go in to check noise levels and they looked at me like I’m crazy How is a llama supposed to find noise levels? Llama just doing my due diligence

Was wondering if HL is taking users from cexs like: 1. Binance user wants to trade rwa 2. Joins HL for RWA 3. Eventually moves all its crypto trading to HL It’s not really happening, 80.9% of users who’s first trade was RWA stick to it and never trade crypto markets, only rwa

We had been trying to take down a fake DefiLlama app on apple’s store for months, telling Apple about trademark violations, impersonation… Then we loaded a small wallet, downloaded the app, got drained as expected and reported it to Apple. App was taken down in days after that

We've been working on a verification product and one issue I've found is that there's adverse selection in projects that want verification the most In public markets this doesn't happen cause everyone needs to get audited, but when its voluntary it can create bad bias

Introducing the DefiLlama App. LlamaAI is now in your pocket. Create custom financial charts, dashboards, and analysis from a single prompt. App users get extra free queries. iOS + Android out now (beware of fake apps):

I’m excited to share that I’ve left @DefianceCapital and joined @Defillama as a Senior Research Analyst. My time at Defiance was nothing short of exceptional. I’m incredibly grateful to @arthur0x for giving me the opportunity and teaching me so much about markets. I loved working with the team, and I’m proud to call many of them my good friends even after leaving. They were truly some of the best people to work with! And with that - a lot of people have asked why I’m staying in crypto, especially with AI seemingly taking over everything. The answer is that it has been a very intentional decision. Over the past year, I’ve spent a lot of time looking beyond crypto into AI, equities, robotics, and other industries. I came away with a simple conclusion: there is still no industry quite like crypto. For all its flaws - and I complain about them plenty - crypto remains the only place where I’ve consistently found an incredible mix of brilliant, ambitious, and genuinely fun people. Many of my closest friendships and people I admire professionally have come from this industry. I've yet to find another industry that attracts the same kind of people - crypto attracts a unique kind of builder and thinker. And although people have written this industry off, I believe in the opposite. While asymmetry in the crypto markets may not exist for the time being, as an industry, it is quite clear that we are entering a new era. As for why DeFiLlama: DeFiLlama has consistently remained committed to the principles that made crypto exciting in the first place - openness, credibility built through transparency and a commitment to the truth. They’ve earned enormous respect by sticking to their guns rather than chasing narratives, and I believe they’re one of the best stewards of the industry today. Few teams have shaped crypto more than DeFiLlama and @0xngmi. I'm excited to join the team and work with them to contribute to their mission - and of course, I will continue to write on my Substack, sharing my market thoughts, all the while.