72.0K @oxtochi some interesting things about daylight network
> announced a predeposit campaign
> to go live 16 dec 2025
> predeposit points to be distributed
> they didn't follow up with it
reason why this is gaining mentions is cos a16z, coinbase is in it and they raised a lot of money
else it's just another ambiguous, rwa and dePIN that will end up being a liquidity play
72.0K @oxtochi daylight network
a decentralized energy company that rewards and finances distributed power, backed by
- a16z crypto
- hiframe
raised $84m according to cryptorank
not your regular farming p, cos if you don't own a home, have a solar power system and live in their service areas, you don't get to earn sun points
so what's the airdrop alpha for non-US residents?
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2.5K @0xDataWolf Stablecoin rates are correlated with tradfi related metrics of risk and stress (term struct and/or spreads) because the systemic risk shocks liquidity on both markets and not because defi is tracking cefi or whatever https://t.co/S74YEsCSGd
2.5K @0xDataWolf Ser how else you explain USDS/PEPE rates spiking during market crashes.
2.5K @0xDataWolf Tldr it’s just correlation from market stress on an isolated level. Not sure how do you robustly prove this from a premia pov
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15.3K @KyleReidhead 
923 @ajbanon Arguably the best onchain business that has ever been built, projected to double in size in 2026. Extremely bullish on Sky's continued diversification into private credit to maintain a more stable savings rate for USDS long term.
Diversifying yield away from crypto native borrowing and lending has and continues to be the most important mission in crypto. There is no other mission that will more predictably deliver long term growth and stability for the industry.
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