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davidesilverman
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davidesilverman
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davidesilverman
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This quarter alone @0xPolygon Labs has launched 2 net new products each already exceeding 5MM annualized revenue. Some folks talk about the revenue meta, we are quietly delivering it.
This quarter alone @0xPolygon Labs has launched 2 net new products each already exceeding 5MM annualized revenue.
Some folks talk about the revenue meta, we are quietly delivering it.
davidesilverman
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next: top 10 curator on DeFiLlama goal: before end of next week what next: first fintech & non-agglayer chain join VaultBridge 👀
next: top 10 curator on DeFiLlama
goal: before end of next week
what next: first fintech & non-agglayer chain join VaultBridge 👀
davidesilverman
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Morpho V2 vs Aave V4 is going to be super interesting to watch. Morpho is going all in on the curator model while Aave appears to be doubling down on the monolithic design. One is clearly optimized towards the mullet play the other is very much a vertical integration play.
Morpho V2 vs Aave V4 is going to be super interesting to watch.
Morpho is going all in on the curator model while Aave appears to be doubling down on the monolithic design.
One is clearly optimized towards the mullet play the other is very much a vertical integration play.
AAVE
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USStocksCloseLowerAmazonSuedByFTC
247 рет көрілді
30 адам талқылап жатыр
#usstockscloseloweramazonsuedbyftc — Amazon's ad machine is now a courtroom target 📉 US stocks closed lower Monday — and the FTC just went after the biggest cash cow Amazon has left. The market: Dow -0.7% (53,185.90), S&P 500 -0.33% , Nasdaq -0.12% . The driver wasn't earnings — it was the Strait of Hormuz: US–Iran clashes resumed, Brent ($BZ ) blew past $90 , and energy was the only sector that worked (+0.9%). The lawsuit: The FTC + 22 state AGs sued Amazon in the Western District of Washington over a "secret ad surcharge scheme" — alleging it overcharged 1.2M+ advertisers by $20B+ since 2019 through undisclosed surcharges and artificially inflated auction rates. Sponsored Products advertisers paid their own bid price ~30–40% of the time in 2021 — but ~80% by 2024 . Over 500K small businesses allegedly hit. Amazon's reply: "Misguided" — its auctions prioritize product relevance over bids, and it claims the system actually saved advertisers $8B over five years. The hit: $AMZN slid ~ 2.5% in after-hours trade (~$259.77). This is the second federal antitrust front against the company — ads were a $68.6B revenue line in 2025, the fastest-growing part of the business. The FTC wants an injunction + restitution, not just a fine. Same war, same Tuesday, two different scoreboards: oil up, Big Tech on the defensive. For reference only — not investment advice. #NvidiaToInvest$3.5BInMediaTek #USFundsAlcoaGalliumPlantInAustralia #USCryptoLinkedEquityIndexRises8.81%InAugust #USIranMilitaryClashesResume
KimHotbae
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NvidiaToInvest$3.5BInMediaTek
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