Alpha updates. 🪓

Lending protocols just hit new ATHs 📊 Total TVL: $63.4B • Up by ~$7B since the start of 2025 💰 Active Loans: $25B+ • Gained $3.5B YTD, generating millions in revenue $7B in fresh liquidity doesn’t show up in a “slow market.” It reflects user confidence in DeFi infra and a clear shift: idle assets are getting back to work. 🔝 AAVE dominates with ~$25B TVL, live on 17 chains, and $15.4B in active loans. 🥈 MORPHO holds strong at #2 with $5.9B TVL and $2.3B in loans.

Trump says Iran’s Fordow nuclear site is ‘gone’ after American strikes. Trump now calls for peace with Iran following the attacks on their nuclear facilities Clearly Trump has achieved his objective. Now the ball is in Iran’s court. If they choose not to retaliate and instead accept the peace deal, it could be a win for global stability… and for our portfolios 🕊️

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The Art of the Deal, Iran Edition? War Will End in 10 Days? Forget traditional diplomacy. Donald Trump has a unique way of making deals and we have to admit, Trump is a brilliant deal-maker. He shows power first, then offers a solution. Trump doesn't ask politely. Instead, he shows you exactly what happens if you don't agree. They might not know what exactly will happen, but that uncertainty itself creates huge pressure. His strategy is simple: * Show strength. * Give time for a deal. Look at the TARIFF WARS. Trump didn't ask countries to lower TARIFFS on goods. He hit them with huge tariffs, like a warning shot. He made it clear: agree to my terms, or suffer. Then, he allowed talks. And it worked: China, India, and Europe all made new deals. NEW LOWER TARIFF RATES. TRUMP WON !! Now, in the Israel-Iran conflict, he's doing the same thing. He made big announcements: * "We've taken control of Iranian skies." * Directly threatened the SUPREME LEADER: "We know where you are, and we can Kill you in seconds.” Then, the next day, President Trump delays decision to attack Iran by 2 weeks, This isn't a bluff. Iran has already seen the proof: their airspace controlled, direct threats, and visible military action. Now they have a clear choice: * Fight a superpower with a Military & Economy 100X bigger? * Or find a middle ground and make a deal? And it’s already starting to show. Iran’s latest statements hint at negotiation. They’ve said, “We will not hold talks with the U.S. until Israeli strikes stop.” This isn’t a flat-out rejection, it’s a condition. Means the door to diplomacy is now open. They’re not saying “No talks”, they’re saying stop the bombs, and we’ll talk.

I Just want to survive till World War: Tokyo Drift

🚨FOMC IN NEXT 2.5 hrs Today's FOMC isn't about what TO BE said. It's about how it's said. As per the poly market 98% chances that there will be no rate cut. Powell’s vibe check will move markets - hawkish or dovish?

🚨FOMC IN NEXT 2.5 hrs Today's FOMC isn't about what TO BE said. It's about how it's said. As per the poly market 98% chances that there will be no rate cut. Powell’s vibe check will move markets - hawkish or dovish?

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and Eth below $2500 again...

and Eth below $2500 again...

Breaking: Direct threat to Iran, market tumbles

Breaking: Direct threat to Iran, market tumbles