Digital Duniya
@digitalduniya
Pinned
Most people stare at APR and TVL on Base.
Very few are modeling the engine that decides where liquidity actually wants to live.
Aerodrome isn’t “just another DEX” – it’s a MetaDEX engine that decides who gets depth, who stays thin, and who never escapes the farm tab.
In this new Origins of DeFi episode with @tokenbri...
1
1
Most people think they lose opportunities because they spotted them late.
The truth is harsher: they lose because the market spotted the shift before they did.
Access is collapsing as an advantage.
Timing is replacing it.
And belief is now the first asset class.
This week’s Digital Duniya breaks down the part capital ...
1
The mistake most people will make this quarter is assuming housing reacts after stress shows up.
This week showed the opposite.
The full brief explains why that timing difference matters — quietly, and decisively.
👇 Link below
2
The Fed didn’t move the market last week.
The market moved — and the Fed is late.
Price reacted.
Liquidity decided.
The balance sheet stopped tightening before the meeting.
That’s when the regime actually changed.
Most people are still trading the press conference.
I explain this with the Liquidity Thermostat:
when...
3
• Why Bitcoin and Ethereum accelerated after belief collapsed
• The one adoption metric that now outpaces Visa on many days
• The shift institutions are making quietly on Ethereum (this is the real story)
• Why AI systems are already defaulting to crypto rails — and what that means for 2030
If you want the full pictur...
1
Australia didn’t wobble this week — it revealed its edges.
Housing, inflation, credit, and construction all aligned in a way that only shows up at regime boundaries.
Most people will notice this shift months from now.
But the pattern is already visible in the numbers that refused to move the way they used to.
If you ...
Something strange happened in digital finance over the last decade — the real breakthroughs didn’t come from price charts… they came from architecture.
Most people know Uniswap.
Almost nobody understands Curve Finance — the mechanism that quietly rewired how modern markets move liquidity, price stability, and power.
...
1
2
The 35% Bitcoin drop didn’t break belief —
it purified it.
AI kept moving liquidity.
Stablecoins kept expanding.
Tokenization kept onboarding trillions.
The cycle didn’t turn when prices fell.
It turned when fatigue replaced fear.
This week’s Frontier issue breaks down
the alignment everyone else missed 👇 👇
Uniswap didn’t just change DeFi — it changed how markets price time, liquidity, and risk.
In this episode, we break down:
🔹 Uniswap v3 — concentrated liquidity, LP risks, and why most retail loses
🔹 Uniswap v4 — hooks, custom pools & the most powerful AMM toolkit ever built
🔹 Why “efficiency” can hurt LPs
🔹 How v4...
1
3
Bitcoin’s chart looks heavy —
The Macro, strangely, doesn’t.
Price has broken down from its highs.
Momentum is weak.
Narratives feel tired.
This part of the cycle always feels darker than it is.
But beneath the surface, the second story keeps unfolding:
ETFs haven’t unwound.
Liquidity indicators are improving into y...
Big shifts in the Australian Property Market this week —
Auctions cooled, investors moved early, labour softened.
This mix hasn’t appeared since early 2023.
Check out Digital Duniya
⚡ When Bridges Blink, Capital Goes Quietly Tactical
Ethereum absorbed $671M—the week’s anchor.
Plasma leaked $876M, Arbitrum slipped another $192M.
TVL held at $120.9B (–0.09%).
Stablecoin supply eased 0.36% to $303.8B.
DEX volumes fell 21.1%—the most cautious week in months.
But this wasn’t a retreat.
It was a tactic...