# Best of x.com/eli5defi on Kiwi News Page: https://news.kiwistand.com/source/x.com/eli5defi 25 stories by @eli5defi on X have been shared on Kiwi News since 19 November 2025, with 52 upvotes and 9 comments in total. The latest was shared on 22 September 2026. They are listed below, most upvoted first. Summaries are AI summaries of the linked article. ## 1. @Eli5defi: 29 protocols sunsetting or entering maintenance mode in Q1 2026 - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-29-protocols-sunsetting-or-entering-maintenance-mode-in-Q1-2026?index=0x69d0bb7e0f00d0d193096af175250004cf637aafa03de9bddcc30f1a3c99b9dd82f63faf - Source: https://xcancel.com/Eli5defi/status/2040066324152656381 - Shared 4 April 2026, 4 upvotes, 1 comment A list titled as Q1 2026 sunsetting or maintenance-mode protocols names 29 projects, attributed in the title to @Eli5defi. Named entries include kongswap, SilverSwapDex, PolynomialFi, zerolendxyz, Mars_Protocol, Balancer Labs, MagicEden Wallet and leap_wallet. The list notes that the Balancer entry refers to Balancer Labs, not the Balancer DAO or protocol. It gives no reasons or timelines for individual projects. ## 2. @Eli5DeFi: Aave Labs asks DAO for $50M to formalize revenue already owned - Kiwi News: https://news.kiwistand.com/stories/Eli5DeFi-Aave-Labs-asks-DAO-for-dollar50M-to-formalize-revenue-already-owned?index=0x69905fe29c23156457f8b9b0538a69d77ee92b254dbbec40f32c70f3c3b2a77dcf745af8 - Source: https://x.com/Eli5defi/status/2022189254869483702 - Shared 14 February 2026, 4 upvotes, 0 comments Aave Labs has asked the Aave DAO for about $50 million in exchange for revenue from Aave-branded products, which the article says arguably already belongs to the protocol. The ask includes $25 million upfront in stablecoins, $20 million streamed over 12 months, and 75,000 $AAVE vested over two years. In return, the DAO would receive 100% of revenue from the App, Pro, Card and Aave.com domain, along with Aave V4 as the ratified protocol architecture. Critics quoted in the article argue this is value extraction disguised as partnership, and the article's author expects the deal structure to pass. ## 3. Beyond the GPU: Why TPUs Are the Hidden Engine for Post-Quantum Blockchain - Kiwi News: https://news.kiwistand.com/stories/Beyond-the-GPU-Why-TPUs-Are-the-Hidden-Engine-for-Post-Quantum-Blockchain?index=0x692feb5d6216bcbdf0f4bc2f7a5b0b21a469f5d39f3926b6f856325630331209a93c65ef - Source: https://x.com/Eli5defi/status/1995780931295359219 - Shared 3 December 2025, 4 upvotes, 0 comments The article argues that Google's Tensor Processing Unit, rather than the GPU, may be the superior hardware for post-quantum blockchain security, because lattice-based cryptography depends on large matrix and vector operations that TPUs are hard-wired to process. It explains that TPUs use a systolic array architecture, in which data flows through arithmetic units without being written back to memory between steps, which the article says yields much higher throughput for dense math. It also lists adoption barriers, including NVIDIA's CUDA software ecosystem, the difficulty of porting code to JAX or XLA, and high-end TPUs being available almost exclusively through Google Cloud. The article concludes that Web3 hardware will move toward a split stack, with GPUs remaining general workhorses and TPUs becoming standard for zero-knowledge proofs and post-quantum signature verification. ## 4. @Eli5defi: Confessions of a Vibe Coder: Vibe coding is a trap - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-Confessions-of-a-Vibe-Coder-Vibe-coding-is-a-trap?index=0x6994729dcd2c82a1f8014eecd1b1d75819d5432df3699a167fca8e23bd9819faf69b723c - Source: https://x.com/Eli5defi/status/2023684821525164111 - Shared 17 February 2026, 3 upvotes, 3 comments The author argues that vibe coding, casually prompting AI without structure, is a trap that generates technical debt and burns cash quickly. The post recommends finishing projects to 85% completion before starting new ones, and matching models to tasks: Claude Opus 4.5 for planning, Claude Sonnet 4.5 for execution, and Claude Haiku 4.5 for iteration. In the author's own example, a mixed-model approach cost $5.50 against $15.00 or more for Opus alone, and the author reports monthly spending falling from $300 to $150 while shipped features rose from zero to 8-12. ## 5. The $12.6 Trillion Market Moving to Ethereum That Nobody Is Talking About - Kiwi News: https://news.kiwistand.com/stories/The-dollar126-Trillion-Market-Moving-to-Ethereum-That-Nobody-Is-Talking-About?index=0x69df4ac28879a2feef91ef2bc7ab71122e31b11963572ca77fb497d44283e94b3c6ac22a - Source: https://x.com/Eli5defi/status/2043984691762466998 - Shared 15 April 2026, 3 upvotes, 1 comment Institutions including JPMorgan, BlackRock, Apollo, Société Générale and the Banque de France are using public Ethereum as operational financial infrastructure, mainly for repo and tokenized collateral. JPMorgan's Kinexys has processed over $300 billion in intraday repo transactions since launch, and its MONY tokenized money market fund launched on Ethereum mainnet in December 2025 with $100 million in seed capital. In December 2024, SG-FORGE executed the first blockchain-based repo with a Eurosystem central bank, and BlackRock's BUIDL fund, launched on Ethereum in March 2024, peaked near $2.9 billion in AUM by mid-2025. ## 6. @Eli5DeFi: The threat isn’t quantum mining. It’s quantum signatures. - Kiwi News: https://news.kiwistand.com/stories/Eli5DeFi-The-threat-isnt-quantum-mining-Its-quantum-signatures?index=0x69ccd80407ec5891561e568e16497a405e3cdc15624bc1d72808e4d7a2f8853f337ca874 - Source: https://x.com/Eli5defi/status/2038873193822540059 - Shared 1 April 2026, 3 upvotes, 0 comments The main quantum threat to Bitcoin is to its signatures rather than its mining, because ECDSA, the scheme that proves coin ownership, is the weak point. A Google paper suggests a quantum computer could crack a Bitcoin private key in about 9 minutes, potentially moving the quantum timeline up to 2029, though such a machine does not yet exist. Three attack paths are described: on-spend front-running, at-rest attacks on dormant wallets with exposed public keys, and on-setup attacks on setup parameters. It also claims about 6.9M BTC may already be vulnerable, and that Google's newer circuits cut the estimated qubits needed from about 9M to under 500K. ## 7. @StopWaitingToBeSaved: tired of self-help fluff and 1-day fix hacks - Kiwi News: https://news.kiwistand.com/stories/StopWaitingToBeSaved-tired-of-self-help-fluff-and-1-day-fix-hacks?index=0x697c9bdce60667d266c5697e98b2a4154976b91dc39f08f000d767a8572fa0a721d7db47 - Source: https://x.com/Eli5defi/status/2016802300803645679 - Shared 30 January 2026, 3 upvotes, 0 comments The author of this self-help post argues that rejecting narrow specialization and quick-fix hacks, and taking personal ownership and speed, are the path to success. The post urges readers to be generalists with several income streams, since diversified identity keeps "the lights on" if one stream dries up. It also argues that speed beats analysis, that people must own their outcomes because "nobody is coming to save you," and that finding a mentor shortens the learning curve. ## 8. @Eli5defi: crypto splits into institutional and agentic spheres in 2026 - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-crypto-splits-into-institutional-and-agentic-spheres-in-2026?index=0x694673d8641367ae9745d9b3ffb75d41db044b509030fe7e8b6d77289e0466e021e8e8e4 - Source: https://x.com/Eli5defi/status/2002031248445943951 - Shared 20 December 2025, 3 upvotes, 0 comments The article argues that in 2026 crypto splits into two parallel spheres, one built for institutions and one for AI agents and machines, rather than acting as a single market. It attributes this split to the failure of the speculation-first model, pointing to the Low Float / High FDV era of 2024–2025, when inflated token launches, emissions and points programs failed to retain users. The institutional sphere is described as regulated and permissioned, with tokenized Treasuries, ETFs and compliant yield products, and examples named include BlackRock's BUIDL, Ondo Finance and Franklin Templeton's BENJI. The agentic sphere is described as permissionless and machine-native, with examples including Arcium, Allora Network and Infinit Labs. ## 9. @Eli5DeFi: Kalshi, Polymarket, and Hyperliquid's HIP-4 prediction markets - Kiwi News: https://news.kiwistand.com/stories/Eli5DeFi-Kalshi-Polymarket-and-Hyperliquids-HIP-4-prediction-markets?index=0x69d75021f348494574740081b0c746b8bd1685da4bcf2534574018e47119636019730ea5 - Source: https://x.com/Eli5defi/status/2041802495069188390 - Shared 9 April 2026, 2 upvotes, 2 comments Eli5DeFi concludes that Hyperliquid's HIP-4 is the most structurally innovative of three prediction market platforms, while Kalshi suits regulated, fiat-based trading and Polymarket leads in crypto-native global volume. The thread cites $13B in Kalshi notional and $10.5B in Polymarket volume in March 2026, within $23.5B total prediction market notional that month. HIP-4, still on testnet as of April 2026, lets outcome positions serve as collateral in a unified margin account shared with perpetuals, with no liquidation risk and no dispute window. Phase 2 permissionless markets would require a 1,000,000 $HYPE stake as a bond. ## 10. @Eli5defi: Pearl is a Bitcoin fork using AI matrix multiplication as PoW - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-Pearl-is-a-Bitcoin-fork-using-AI-matrix-multiplication-as-PoW?index=0x6a089cc6d9858b31096dd311431756a25407ec4f324399850fae4f0bf68371dd881ab5e8 - Source: https://x.com/Eli5defi/status/2055211351006757062 - Shared 16 May 2026, 2 upvotes, 1 comment Pearl is a Layer 1 blockchain forking Bitcoin that replaces SHA-256 hashing with arbitrary matrix multiplication as its proof-of-work, so miners' GPU work answers AI queries while securing the network. The author argues that PRL's price floor tracks the cost of global AI compute, since miners' cost is useful GPU compute. Per the article, mainnet launched April 27 with a hashrate of 3.56 EH/s, the token has no CEX or DEX listing, and the compute marketplace is planned but not yet live. The article's bear scenario notes that the "no premine" claim has not been independently audited. ## 11. @Eli5defi: TON ran +115% as Telegram took control, cut fees 6x - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-TON-ran-115percent-as-Telegram-took-control-cut-fees-6x?index=0x6a02f39806f2d1bafbc28bbb7a352f2d2678c63940300b023963d36befdb0fb5dd4e9d4f - Source: https://x.com/Eli5defi/status/2053715744500982077 - Shared 12 May 2026, 2 upvotes, 0 comments Telegram's takeover of operational control of TON, along with a roughly 6x cut in fees and faster block times, is presented as the main drivers behind TON's 115% gain in the past week, while most of the market stayed flat. The post says Telegram became TON's largest validator on May 4, staking about 2.2M TON and replacing the TON Foundation as the network's operational steward. It also cites Catchain 2.0, which reduced block times from about 2.5 seconds to about 400 milliseconds, and a transaction cost drop from about 0.00039 TON to about $0.0005. The author, while calling the number of Telegram's users a top-of-funnel figure, says mini-app daily active users have not risen significantly alongside the price. ## 12. DeFi Security Illusion - Kiwi News: https://news.kiwistand.com/stories/DeFi-Security-Illusion?index=0x69de290c8c8cdf0aa3165c1b4a932ed2740b0492e34737e2357f66457b6d655be7759f12 - Source: https://x.com/Eli5defi/status/2043690690069004323 - Shared 14 April 2026, 2 upvotes, 0 comments The article argues that most DeFi security relies on friction-based defenses such as multisigs, timelocks and audits, which do not stop the human and infrastructure attacks behind most losses, and that AI is making this gap worse. It cites $3.4 billion stolen in 2025, with access control failures accounting for 59% of that. Drift Protocol lost $285M in April 2026 after a six-month infiltration compromised two of five Security Council signers, and 31 transactions drained the protocol in about 12 minutes. The author concludes that hard-barrier approaches such as formal verification, ZK-based access control and hardware enclaves, combined with friction, are the direction the data supports. ## 13. @Eli5defi: crypto's trojan horse is games, not banks or stablecoins - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-cryptos-trojan-horse-is-games-not-banks-or-stablecoins?index=0x69d1f14c542b490f48d581da8a72b3ed42dd9b707ebc5114d1d531865456368939d26d33 - Source: https://xcancel.com/Eli5defi/status/2040322488098537730 - Shared 5 April 2026, 2 upvotes, 0 comments @Eli5defi argues that crypto's trojan horse is games, not banks, stablecoins, or RWAs. The average gamer spends roughly $10–30 per month across categories, or about $25–70 per month in North America. Integrating crypto into traditional rails will mostly run into regulatory approvals and be slow, heavy, and limiting, while games differ because crypto natives are digital-first, raised in gaming's golden era, and most digital products already run on gamified mechanics. In-game spending is already the default for those users. ## 14. @Eli5defi: MSG maker Ajinomoto owns 98% of insulating film in AI chips - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-MSG-maker-Ajinomoto-owns-98percent-of-insulating-film-in-AI-chips?index=0x699c2501fe0a1d25b9a692812c5a85d1b869265dee9b65db6d3e30e4ae4441c849467104 - Source: https://x.com/Eli5defi/status/2025510138841530385 - Shared 23 February 2026, 2 upvotes, 0 comments Japanese manufacturers outside the tech sector, including Ajinomoto and Toto, supply materials that AI chips depend on. Ajinomoto owns roughly 98% of Ajinomoto Build-up Film, an insulating layer in chip packaging that originated from a 1970s byproduct of MSG production. Toto, known for toilets, makes ceramic electrostatic chucks that hold silicon wafers during etching, and its semiconductor ceramics segment made up roughly 42% of operating income heading into 2025. The global semiconductor ceramic market is projected to reach 1.6 trillion yen by 2030. ## 15. @Eli5defi: The Return of Feudal Markets & S&P Standards - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-The-Return-of-Feudal-Markets-and-SandP-Standards?index=0x694f90e39269d3a2ef9eb193d5584f392b5d8348921d2597fa86ff1401ee56fefd1bb7e5 - Source: https://x.com/Eli5defi/status/2004417411672617098 - Shared 27 December 2025, 2 upvotes, 0 comments The post by @Eli5defi, building on @arndxt_xo's thesis, argues that the U.S. has effectively moved onto an "S&P Standard," in which asset prices are the protected class and labor and the real economy absorb the shocks. It contends that wage growth is treated as inflationary while asset price drops trigger rapid policy rescue, which keeps the index stable but makes society brittle. The author sees crypto as an exit valve, pointing to Visa settling nearly $3.5 billion in USDC, SoFi launching a bank-issued stablecoin, and Bhutan holding $1 billion in BTC as signs that capital is building parallel financial pathways. ## 16. @Eli5defi: ERC-8021 standardizes transaction attribution across Ethereum - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-ERC-8021-standardizes-transaction-attribution-across-Ethereum?index=0x691da1672f13fc17e9e964c4764a1d7842bec995faf07118d080be19acc655e5773afc4d - Source: https://x.com/Eli5defi/status/1991067952372912363 - Shared 19 November 2025, 2 upvotes, 0 comments ERC-8021 is a proposed Ethereum standard that lets apps, wallets, bots, and agents attach human-readable builder codes to transaction calldata, so protocols can verify who initiated activity and route fees to the responsible builder. The article states that attribution on Ethereum is currently inconsistent and often hidden inside opaque hashes. It cites Hyperliquid as proof of the model, with about $40M earned by developers and over $100B in trading volume through Builder Codes. The article notes that the draft is early-stage and that adoption depends on protocols, wallets, and infrastructure aligning on one standard. ## 17. @Eli5defi: Pythia private conviction markets on Solana using Arcium MPC - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-Pythia-private-conviction-markets-on-Solana-using-Arcium-MPC?index=0x6925b63a12d6e7778ad367c423ffc764202bfe9315b5d2826e8dd6d8e44e589b93107af4 - Source: https://x.com/Eli5defi/status/1993213104755556851 - Shared 25 November 2025, 1 upvote, 1 comment ## 18. @Eli5DeFi: Mosh's ALF use memecoin trading fees to finance autonomous investment - Kiwi News: https://news.kiwistand.com/stories/Eli5DeFi-Moshs-ALF-use-memecoin-trading-fees-to-finance-autonomous-investment?index=0x6ab23a2de9191c5ffaf6214b8d05ded8a24494daa11dbded1579fad313e7e7b12dc108b9 - Source: https://x.com/Eli5defi/status/2102020246219772207 - Shared 22 September 2026, 1 upvote, 0 comments Mosh's proposed Agentic Liquid Funds (ALF) would use trading fees from memecoin bundles to finance autonomous AI trading agents, a mechanism the author presents as a potentially important part of Mosh's economic model. The article says Mosh commits bundler inventory to AI-managed vaults, with roughly 71.4% of $BUN's supply in the Liquidity Swarm. It reports that the team funded BUN's opening bundle with 8 ETH, of which 4 ETH bought the bundle, and claims it recovered that funding through fees within the first minute. The author concludes that ALF remains an intriguing extension rather than proven token value accrual until capital flows and investment results can be verified. ## 19. @Eli5defi: SV151 - The First Dynamic 'Pokemon Set' Asset - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-SV151-The-First-Dynamic-Pokemon-Set-Asset?index=0x6a228cfa14acc9d6077337ad3d3ebcd7af2df489a519ace14012fbc9d676e9a8e513b1b7 - Source: https://x.com/Eli5defi/status/2062414554899038254 - Shared 5 June 2026, 1 upvote, 0 comments SV151 is a tokenized shared-ownership asset on Solana backed by real sealed Pokémon Scarlet & Violet 151 packs, launching via Meteora's Dynamic Bonding Curve with a target market cap of $200K. The article says the raise is $160K USDC to buy as many sealed packs as possible, with about 80% sold in the raise, 10% going to liquidity after graduation (Meteora seeding $20K), and 10% vesting over one year. Fees after launch are split 60% to Bedrock as custodian, which the article says will go toward more packs, liquidity and buybacks, and 40% to Meteora and Sunrise. If the target is not hit, holders can sell back for a refund. ## 20. @Eli5defi: Aeon and Miroshark are two halves of Base AI's autonomous stack - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-Aeon-and-Miroshark-are-two-halves-of-Base-AIs-autonomous-stack?index=0x6a0ecd9547e6b5906460ec2a937803ebc94bfc22ee4e74682a90944a01a3a690443181e6 - Source: https://x.com/Eli5defi/status/2057023037179134345 - Shared 21 May 2026, 1 upvote, 0 comments Aeon and MiroShark are presented as two complementary halves of an autonomous AI stack in the Base AI ecosystem, with Aeon as the execution layer and MiroShark as the simulation and reasoning layer, both built by @aaronjmars. MiroShark, based on MiroFish, runs hundreds of AI agents in a simulated social media environment and reportedly costs about $1 and under 10 minutes per run. Aeon is described as an agent platform that lives in GitHub Actions, offers 120+ plug-and-play skills, and has already integrated several Base AI projects. ## 21. @Eli5DeFi: Base ships Azul to testnet, first upgrade built independently - Kiwi News: https://news.kiwistand.com/stories/Eli5DeFi-Base-ships-Azul-to-testnet-first-upgrade-built-independently?index=0x69eb2a3d3ac5e3dad0f6cc3d8a1a45d754055a26fa123b5f9cbb83872f2afc51a5d641ed - Source: https://x.com/Eli5defi/status/2047238061327843464 - Shared 24 April 2026, 1 upvote, 0 comments Base has shipped Azul to testnet, its first network upgrade built without Optimism's schedule, code, or permission, with mainnet activation set for May 13. The upgrade introduces two independent proof systems, one using secure hardware (TEE) and one using ZK cryptographic proofs, so either can approve a withdrawal and disagreements default to the math. The article also says Base consolidated its stack onto its own clients and that a $250K-max Immunefi audit competition runs through May 4. ## 22. The $5.5B Bet on AGI Infrastructure - Kiwi News: https://news.kiwistand.com/stories/The-dollar55B-Bet-on-AGI-Infrastructure?index=0x69e1ecba9a1b3379842d30bacb492d4fc9a68089a84bf4973c0e51db03e13199ad6f8aef - Source: https://x.com/Eli5defi/status/2044346674269888648 - Shared 17 April 2026, 1 upvote, 0 comments Leopold Aschenbrenner, a former OpenAI researcher who predicted AGI by 2027 in his 165-page essay Situational Awareness, now runs a hedge fund whose Q4 2025 portfolio is concentrated in power and physical infrastructure rather than chips. The article reports the fund reached $5.5 billion in gross equity exposure within 18 months and returned approximately +47% net of fees in H1 2025, against +6% for the S&P. Its top five positions make up 65.3% of exposure, led by Bloom Energy at 20.6%, and the fund exited Nvidia, Broadcom and TSMC hedges and longs during 2025. ## 23. Ethereum 2029: Rebuilding the Ship of Theseus in Mid-Flight - Kiwi News: https://news.kiwistand.com/stories/Ethereum-2029-Rebuilding-the-Ship-of-Theseus-in-Mid-Flight?index=0x69cbee54f67db6486685f9c92e0d2c81d7c63170f878e31fd768270e1814b0f636b21157 - Source: https://x.com/Eli5defi/status/2039002678060003434 - Shared 31 March 2026, 1 upvote, 0 comments Ethereum's "Strawmap" is a publicly developed, open-source plan to rebuild the network's core consensus and execution layers over about 3.5 years without downtime, targeting seven upgrades through 2029. The article says the roadmap aims to cut finality from roughly 15 minutes to 2 seconds and raise L1 capacity to 10,000 TPS, with ZK provers needing a 1,000x speedup that does not yet exist. It also describes a move from BLS signatures to hash-based quantum-resistant schemes, which it calls a central pillar of the 2029 roadmap. ## 24. @Eli5defi: how collectibles are moving on-chain with tokenization and RWAs - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-how-collectibles-are-moving-on-chain-with-tokenization-and-RWAs?index=0x694125d91b28a227540bb7c8ab90013e9bde041ccf24ed2748f2542e83a08cc2eead0d72 - Source: https://x.com/Eli5defi/status/2000581729367871761 - Shared 16 December 2025, 1 upvote, 0 comments Tokenization is moving collectibles like trading cards and skins on-chain, which the article presents as a way to fix slow settlement, high entry costs and uncertain provenance in a market it puts at $400 to $500B. Tokens split ownership so buyers can take fractional stakes, and they can be used as collateral or to earn yield in DeFi. The article names several platforms, including renaissxyz, Courtyard_io and Collector_Crypt, and projects tokenized collectibles at $100–200B over the long term, though it lists regulation, oracle reliability and custody risk as core challenges. ## 25. @Eli5defi: Three years writing about crypto forced me to learn everything - Kiwi News: https://news.kiwistand.com/stories/Eli5defi-Three-years-writing-about-crypto-forced-me-to-learn-everything?index=0x692feb220d2196b67a1bf0c3e2ed95690bc16363231252df3126c5d236ba88dad0afa3ec - Source: https://x.com/Eli5defi/status/1995719614454792286 - Shared 3 December 2025, 1 upvote, 0 comments A crypto writer, posting under the handle @Eli5defi, argues that three years of writing about the industry forced them to learn a wide range of fields, and that adaptive learning is essential to surviving there. The post lists the subjects they had to master, including copywriting, DeFi, ZK-technology, cybersecurity, AI and ML, and hardware such as GPUs and TPUs. It also says that the industry's fast-shifting narratives create a discomfort that acts as a filter, teaching people to ignore hype and absorb complex information quickly.