FWIW: I think @chainlink has the biggest PMF in crypto.
> Most DeFi is built on top of its data feeds
> Most liquidations rely on it
> Most derivatives reference it for pricing & settlement
> Stablecoins rely on it to validate backing & system health
Remove it and DeFi breaks.

LINK1,77%

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Jfabeth

04-18 20:24

On KelpDAO's rsETH incident:
Checked the chain and it seems like ~200m worth of rsETH was stolen, not minted out of thin air.
The attacker deposited the stolen funds in Aave to borrow WETH.
The position is technically backed, meaning @aave should have no bad debt.
Still monitoring.

AAVE2,41%

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Jfabeth

04-18 13:37

There are 3 tokens that I won't sell anytime soon, and I'm still accumulating.
$AAVE (@aave)
$SKY (@SkyEcosystem)
$AERO (@AerodromeFi)
All three offer clear ownership, value accrual, transparency, growth potential, and strong team execution.
Would you add anything to the list?

AAVE2,41%

SKY0,33%

AERO-2,72%

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Jfabeth

04-17 18:32

AAVE is up ~40% in the last 10 days, and @aave fundamentals are stronger by the day.
> 100% of protocol revenue to the DAO
> V4 introducing growth flywheels
> Aave App expanding TAM
I hope you didn't listen to influencers telling you otherwise.
As always: ignore the noise.

AAVE2,41%

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Jfabeth

04-17 12:05

~63% of the RWA Onchain Market Cap lives on Ethereum, per @DefiLlama.
Liquidity, composability, and distribution are already there, and RWAs need all three to scale.
Whoever tells you otherwise either lacks knowledge on the matter or is shilling their bags.
Ignore the noise.

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Jfabeth

04-16 22:06

Avoid yes-men at all costs.
The yes-man culture creates echo chambers, prevents critical thinking, and leads to poor decision-making.
10/10 times it will hinder growth.

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Jfabeth

04-14 12:01

Name one token that actually checks all 5:
> Ownership
> Token value accrual
> Growth potential
> Transparency
> Team execution
Spoiler: Very few do.

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Jfabeth

04-13 14:18

Today someone asked what I look for when picking assets.
> Token value accrual
> Growth potential
> Transparency
> Team execution
Hence, I'm accumulating $SKY & $AAVE.
@SkyEcosystem: real yield, scaling fast
@aave: 100% revenue to holders + growing TAM
Both: Great execution.

SKY0,33%

AAVE2,41%

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Jfabeth

04-12 12:30

The market share of USDS is up 4.5x since Jan 2025, per @DefiLlama.
This proves:
1. Market appetite for high-yield stables (sUSDS consistently offering higher APYs vs peers)
2. Proper execution > incentives
3. USDS's adaptability to liquidity cycles
H/T to @SkyEcosystem's team.

USDS-0,01%

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Jfabeth

04-11 12:18

Don't sleep on @aave.
Value accrual
> 100% of revenue to DAO & holders
Growth potential
> Aave App & GHO will expand TAM beyond lending
Transparency
> Onchain finances (@DefiLlama, @tokenterminal)
> Quarterly reports
Execution
> GHO at ATHs
> Relentless product expansion
Few protocols are this well positioned for 2026.

AAVE2,41%

GHO-0,27%

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Jfabeth

04-09 21:48

If there was a 2026 Most Improved Protocol award, it'd go to @SkyEcosystem.
~$134M in YTD Revenue (Top 5 protocol)
~$6B in sUSDS, up >35% YTD
~$15B TVL (Top 5 protocol)
~8% Treasury growth
~$0 in token incentives
The most impressive part? Fully organic.

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Jfabeth

04-08 23:24

Active loans in @Morpho reached $4.3B, up ~30% YTD.
It’s the fastest growing lending protocol in 2026 and needs no internal BD.
The growth flywheel is simple:
> Curators onboard LPs
> Revenue goes to LPs & curators
> Repeat
The most interesting part? $MORPHO holders get $0.

MORPHO-0,22%

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Jfabeth

04-07 21:47

sUSDS grew ~3x in the last 180 days, making @SkyEcosystem the largest lending protocol by stablecoin deposits.
It's simple. sUSDS offers high and consistent yield without looping or incentives. Just real, exogenous yield backed by RWAs.
Ethena is already moving in the same direction, and others will follow.
Don't trust me. Just look at the data.

ENA-4,69%

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OceanZoo:

It’s just trash. The yearly K-line is only for trapping retail investors. If it’s meant to be shorted, then short it—don’t expect too much.

Jfabeth

04-07 13:53

The Aave V4 architecture is already being replicated.
Compound just proposed a move to a Hub & Spoke design, the same core architecture behind @aave V4.
Capital efficiency and risk isolation are becoming the industry standard, Aave just got there first.
Facts over noise.

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Jfabeth

04-04 13:08

"@CantonNetwork is permissionless like the internet, not like Ethereum."
False.
On the internet, I don’t need approval to deploy, send data, or access information. On Canton, I do. Validator access is gated, participation requires sponsorship and state visibility is restricted.

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Jfabeth

04-03 15:55

Just off a call with the private wealth team at a major wall street bank. Their words, not mine:
"LINK is less correlated to NASDAQ than BTC. It's a true portfolio diversifier — fits in both the disruption/venture bucket and the macro hedge bucket."
And the kicker: a BTC-LINK barbell outperforms a BTC-XRP barbell.
The institutional thesis for @chainlink isn't "crypto exposure." It's better portfolio construction.

BTC1,46%

LINK1,77%

XRP0,91%

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Jfabeth

04-03 13:44

The @SkyEcosystem is experiencing parabolic growth as we speak.
The supply of sUSDS (high-yield savings account for USDS) grew by 38% in the last 30 days, equal to $1.63 billion USD. Since October, its supply has doubled.
Thanks to its RWA collateral, made up of T-Bills and corporate debt, Sky can offer a consistently higher yield than competitors, and even competitive to TradFi yields.
Nothing short of impressive.

SKY0,33%

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Jfabeth

04-03 13:33

The @SkyEcosystem is experiencing parabolic growth as we speak.
sUSDS (high-yield savings account for USDS) grew by 38% in the last 30 days, equal to $1.63 billion USD. Since October, its supply has doubled.
Thanks to its RWA collateral, made up of T-Bills and corporate debt, Sky can offer a consistently higher yield than competitors, and even competitive to TradFi yields.
Nothing short of impressive.

SKY0,33%

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Jfabeth

04-02 12:08

CT will try to convince you that $AAVE is down 50% because of the Labs vs DAO dispute. In the same timeframe:
> $ETH: -37%
> $LINK: -36%
> $XRP: -33%
> $ENA: -67%
> $ARB: -57%
> $ETHFI: -42%
@Aave is good, it just launched v4, and is actively working in onboarding institutions.

AAVE2,41%

LINK1,77%

XRP0,91%