Linn's Leverage #1085
Crypto Alpha, Macro and everything in-between - Possibly/Probably will make you rich but Not Financial Advice.
Linn’s Leverage will ALWAYS stay 100% free, there is no obligation to donate but if you would like to support, click the button below:
Please find “Linn’s Ledger” at the bottom of this issue. Paid Subscribers will gain access to Editions of “Linn’s Ledger” containing: Small Caps, Investment Theory, Current Research, Research Techniques, Portfolio changes, and the latest Buys/Sells.
Linn’s Leverage is a log of Linn’s research. Linn - only provides spiritual advice, never financial advice - all suffering is caused by ignorance
Linn’s Ledger will provide an update of the main portfolio when rebalancing, Linn also feature small cap / high risk plays. Understand the risks that come with these plays as I don’t want to hear any complaints if they rug or disappear. I’m in just as much risk with them as you. Do DD. Remember to hold tokens over multiple wallets for added security.
Linn is partnered with: Defi Saver, Theo, Maple, Mantle and PENDLE. Partnership or not, my views are honest and transparent.
Pendle:
Pendle@pendle_fi
PT Looping incentives are now live.
Get extra 2% APY on top of your PT Fixed APY while looping with Pendle.
At an 10x loop, that's +20% APY on your position.
Limited time only 👇
12:23 AM · Aug 13, 2026 · 2.75K Views
6 Replies · 2 Reposts · 30 Likes
IMD@_exnihil0_
When @pendle_fi first launched in 2021, very few DeFi users realized how valuable of a platform it would become
Now, it’s one of the most unique and useful apps in the entire space, providing much-needed fixed yield for all sorts of tokenized assets
I went into some detail on
IMD @_exnihil0_
Many projects have attempted to bring derivatives into DeFi
But @pendle_fi is one of the few to succeed at something other than perps
By incorporating yield-bearing assets, fixed yield, leveraged speculation, and countless rewards all into a single platform, Pendle has
1:48 PM · Aug 12, 2026 · 673 Views
4 Replies · 2 Reposts · 14 Likes
🉐 Crypto Linn@crypto_linn
Pendle PTs: DeFi's APY King
There's just over a billion dollars of Principal Tokens outstanding on @pendle_fi right now, and roughly 42% of it has already been used as collateral and looped.
Why? Because PTs are capital efficient fixed yield assets in DeFi and enhancing the
8:10 AM · Aug 12, 2026 · 2.53K Views
6 Replies · 6 Reposts · 29 Likes
Boros:
Boros@boros_fi
Come trade September’s oil futures rollover with our new $BRENTOIL funding rate market!
With the current rollover ending 13 August, and the next one starting 8 September, capture oil funding rate volatility with this new maturity.
3:04 AM · Aug 12, 2026 · 1.01K Views
2 Replies · 3 Reposts · 11 Likes
DeFi Saver:
Alex@defi_alex23
This month, we cover the latest EIP discussion making waves across the DeFi community, our newly launched lost token finder, the Aave v3 to v4 migration tool, and much more. https://t.co/A0H5LQ8HgF
4:00 PM · Aug 12, 2026 · 180 Views
1 Reply · 4 Likes
Maple:
FIRED@FIREDxyz
"July highlights" from Maple community AMA.
Its live now too, please join.
Maple @maplefinance
Maple Community AMA - August 2026
5:52 PM · Aug 12, 2026 · 944 Views
3 Replies · 2 Reposts · 19 Likes
Maple@maplefinance
Maple Community AMA - August 2026 https://t.co/g1m6CQsrSR
5:31 PM · Aug 12, 2026 · 3.57K Views
11 Replies · 10 Reposts · 46 Likes
AAVE:
Aave@aave
Active loans on Aave's @monad market hit $300 million.
5:35 PM · Aug 12, 2026 · 13.5K Views
43 Replies · 23 Reposts · 238 Likes
Aave@aave
Today, @LlamaRisk is introducing LlamaGuard PT, an automated risk oracle for Pendle PT collateral on Aave, built on @chainlink CRE.
It computes the parameters risk stewards set by hand today, with step size caps, deviation gates, and minimum delays enforced onchain.
LlamaRisk @LlamaRisk
1/Introducing LlamaGuard PT: an automated risk oracle for Pendle PT collateral on @aave, built on @chainlink CRE.
Markets move in seconds. Risk parameters move through days of analysis, proposal, vote & execution.
LlamaGuard PT closes that gap without removing the guardrails.
3:01 PM · Aug 12, 2026 · 18.6K Views
5 Replies · 13 Reposts · 110 Likes
Mezzanine:
🉐 Crypto Linn@crypto_linn
Very excited for what Mezzanine is up to (not working with them but was an early investor)
Will become an essential part of DeFi (and will be on Pendle...)
GO Stephen GO
Stephen | DeFi Dojo @phtevenstrong
Big Update at @mezzanine_f: Tranche Anything
TL;DR: We're launching with multiple isolated strategies broken into tranches, rather than having one monolithic strategy vault broken up into three tranches.
This removes the need for a pre-deposit campaign and allows us to launch
11:29 AM · Aug 12, 2026 · 2.25K Views
5 Replies · 16 Likes
Polaris:
Nomatic@Nomaticcap
.@polarisfinance_ is coming to @ethereum...
We talked all about it with @0xluude:
“It would not make any sense for us to build Polaris on another blockchain that has counterparty risk or doesn’t have as much decentralization and censorship resistance as Ethereum.”
DeFi Dad ⟠ defidad.eth @DeFi_Dad
🎙️ New @Edge_Pod
🧑🌾 Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier
0:00 - Intro
1:46 - Why Ethereum + Polaris are symbiotic
3:27 - What’s the yield trap?
6:38 - How Polaris solves the yield trap?
12:25 - Why hold pETH vs just ETH?
15:15 -
6:55 PM · Aug 12, 2026 · 1.69K Views
2 Replies · 3 Reposts · 23 Likes
Polaris@polarisfinance_
You get a new way to put your ETH to work by swapping it into pETH.
But "What do i actually do with it now?”
First things first, you may just hold it to earn native yield.
But if you also want to unlock new liquidity, you can mint assets backed by it. USDp and GOLDp from day
2:50 PM · Aug 12, 2026 · 1.23K Views
1 Reply · 1 Repost · 17 Likes
ETH:
The Daily Degen@thedailydegenhq
What is Ethereum's new 'CROPS' focus?
And how does one go about building a defi protocol in a manner congruent with this vision?
- @Nomaticcap and @DeFi_Dad discuss with @0xluude
8:41 PM · Aug 12, 2026 · 2.4K Views
5 Replies · 3 Reposts · 17 Likes
vitalik.eth@VitalikButerin
I updated my 2023 roadmap diagram to overlay where the items that were there sit in the current Strawmap ( strawmap.org ).
In general, a lot of overlap, but:
* Some things got reshuffled in order (eg. quantum safety up-prioritized)
* Some things deprioritized (eg.
2:39 PM · Aug 10, 2026 · 558K Views
350 Replies · 463 Reposts · 2.31K Likes
Chainflip:
CHAINFLIP@Chainflip
Boost is rapidly taking over BTC swaps on Chainflip.
Its share of BTC outgoing swap volume jumped from 27.6% in May to 67.6% in July, about 2 in 3 BTC swaps now route through Boost.
FLIP InfoBot @ChainflipBot
$1.58M cross-chain in 31 minutes via Boost (vs 51 min native).
25 BTC → 837.2 ETH via @Chainflip.
Settled -0.31% vs market.
https://t.co/SFRTS9xmAl
10:01 AM · Aug 12, 2026 · 1.72K Views
1 Reply · 2 Reposts · 19 Likes
Variational:
WR☻NGUSER ✗@wronguser000
Quite literally free money waiting to be picked
Variational is way too good with you missors, but anyway here you go
omni.variational.io/?ref=OMNIFROG
Variational @variational_io
We identified 10,000 of the most active perp traders on-chain (excluding market makers) that haven’t signed up to Variational yet.
We’re allocating $1M+ and 150k Variational points to onboard them.
🧵
12:39 AM · Aug 13, 2026 · 3.27K Views
13 Likes
RWA Blowup:
Jeff Amico@_jamico
How an RWA credit facility blows up
1. You deposit USDC into an onchain credit facility and get a yield-bearing stablecoin in return ("USDX"). USDX is backed by a portfolio of loans to offchain borrowers, according to the marketing.
2. USDX's issuer creates a Morpho market
8:21 PM · Aug 12, 2026 · 18.5K Views
21 Replies · 10 Reposts · 167 Likes
BaiBai:
rip.eth@ripeth
BaiBai is live 🟢
BaiBai @baibai_cx
BaiBai is now live to the public.
The first PropAMM + aggregator, native to @base.
Better prices than any DEX you've used -- guaranteed.
10:12 PM · Aug 12, 2026 · 1.73K Views
9 Replies · 2 Reposts · 16 Likes
Robinhood:
Andy@andyyy
Robinhood Chain one month launch numbers are absolutely insane.
Wow.
11:24 PM · Aug 12, 2026 · 3.37K Views
9 Replies · 65 Likes
Gnosis:
Ignas@DefiIgnas
This chart shows another Gnosis fumble:
Gnosis was early to non custodial neobank meta with EURe for payments. But majority of users and most notably @mzeller had to leave it.
Gnosis had pioneered Prediction markets already in 2019 (Gnosis Olympia)
They were early to
12:50 PM · Aug 12, 2026 · 14.7K Views
30 Replies · 5 Reposts · 119 Likes
Mantle:
Mantle@Mantle_Official
96% of RWA value on Mantle sits in yield-bearing assets, per @RWA_xyz.
Our asset landscape speaks for itself:
→ 56% active strategies
→ 25% asset-backed credit
→ 14% US treasuries
$201M of productive capital, by design, working wherever you are.
1:57 PM · Aug 12, 2026 · 8.95K Views
12 Replies · 4 Reposts · 52 Likes
Ethena:
Ethena@ethena
Ethena-powered dollar savings are now live on Kraken+ in the US.
Hold USDe on @krakenfx and earn up to 4.5% automatically.
Kraken @krakenfx
Up to 4.5% APY on USDe. Zero effort.
With Auto Earn, Kraken+ users in the US earn on it the moment it hits their balance.
👉 https://t.co/DtrBMDtpvz
2:26 PM · Aug 12, 2026 · 21.9K Views
19 Replies · 20 Reposts · 168 Likes
Thena:
THENA@thenafi_
The numbers matter only if the products, liquidity, distribution, and user growth follow.
This is $THE thesis. Next comes execution.
THENA @thenafi_
Inside ARK: The Economics Powering THENA 2.0
Beyond the changes, there's a bigger vision.
Here's a deeper look at how THENA 2.0 expands beyond a spot-only model through RWA Perpetuals, Strategy Vaults and new revenue engines.
10:44 AM · Aug 12, 2026 · 3.52K Views
6 Replies · 7 Reposts · 64 Likes
Solana:
The DeFi Investor 🔎@TheDeFinvestor
Solana ecosystem has been crushing it.
In the past 30 days, Solana dApps made more money than Hyperliquid and Ethereum ecosystems combined.
Most of this revenue comes from memecoins, but Solana is also gaining a lot of traction in sectors like RWAs.
10:30 AM · Aug 12, 2026 · 7.97K Views
29 Replies · 6 Reposts · 75 Likes
Harmony:
Coin Bureau@coinbureau
LATEST: ZachXBT refuses to track Harmony’s 4B $ONE exploit and urges others NOT to help for free.
The onchain investigator says Harmony "took advantage" of people who helped freeze funds from its $100M DPRK hack in 2022, rewarding them with $0 and only a “good job.”
The
Coin Bureau @coinbureau
🚨 BREAKING: Harmony hit by a MASSIVE 4 BILLION $ONE exploit, token crashes -30%.
The unauthorized mint was equal to roughly 26% of the total supply, with the attacker already moving 2.8B ONE to exchanges, per Juiceberg.
Only 115M ONE remains onchain, while the overwhelming
8:57 AM · Aug 12, 2026 · 113K Views
75 Replies · 82 Reposts · 678 Likes
Strata:
Strata@strata_markets
Senior USDat (srUSDat) market went live on @pendle_fi on @monad this week.
PT: 11.15% APY fixed until 14th January 2027
YT: 8.12% APY fixed + 78x Strata + 19x Saturn Points
LP: 12.2% APY + 78x Strata + 19x Saturn Points
Additional $MON rewards launching next week.
Pendle @pendle_fi
RWA structured yield meets fixed rate on @Monad 🤝
Introducing @strata_markets srUSDat (Jan 2027)
8:30 AM · Aug 12, 2026 · 3.39K Views
4 Replies · 5 Reposts · 39 Likes
OG:
smolting (wassie, verse)@inversebrah
thread
smolting (wassie, verse) @inversebrah
ongoing https://t.co/Ucd2EaO3pJ
2:03 AM · Aug 12, 2026 · 15.8K Views
11 Replies · 4 Reposts · 75 Likes
OnRe:
Stephen | DeFi Dojo@phtevenstrong
Travis is my new favorite Solana yield farming account.
15.49% IY is great for @onrefinance's ONyc, but there are only 29 days left.
That said, if you're interested, here's the rough math:
on @kamino:
15.49% Collateral Yield
2.5x Max Leverage
7.41% Borrow Cost
Travis 💡 @ProofOfTravis
OnRe Point farmers need to chillllllll
Damn if I waited 5 more days I’d be up +$1500 on my position.
But at least it opens up a good yield for PT-ONyc loopers. https://t.co/FZfqCD4EIs
2:25 AM · Aug 12, 2026 · 7.02K Views
14 Replies · 3 Reposts · 74 Likes
Tokenized CLO:
DeFi Andree@DeFi_Andree
Tokenized CLO: From Credit Asset to Programmable Balance-Sheet Asset
CLOs show how RWA can go far beyond simply putting traditional assets onchain. The global CLO market has already surpassed $1.3T in issuance, making structured credit a meaningful institutional asset class to
3:09 PM · Aug 11, 2026 · 2.64K Views
23 Replies · 3 Reposts · 39 Likes
Jupiter vs Kamino:
Smartmoney_Detective@NaveenCypto
Jupiter Lend vs Kamino .
@jupiter_earn is growing consistently .
Data - @DefiLlama
3:02 AM · Aug 12, 2026 · 1.06K Views
2 Replies · 1 Repost · 28 Likes
Protocol f(x):
Ivangan_1541@Ivangan_1541
Cannot wait the actual launch on mainnet 👀
@FX100Perp
FX100 @FX100Perp
Perps have grown up.
The next wave of products is built around how people actually trade.
FX100 is a perp trading DEX with a 15-minute liquidation-protection window. Live on @base Sepolia testnet.
https://t.co/tNueXBveAA
5:55 AM · Aug 12, 2026 · 1.07K Views
5 Replies · 1 Repost · 12 Likes
X Layer:
X Layer@XLayerOfficial
Some agents solve problems. Others start conversations.
Social Buzz recognizes ASPs that captured attention, drove engagement, and showed how agent products can spread through communities.
Meet the winners 🧵👇
7:02 AM · Aug 12, 2026 · 16.1K Views
28 Replies · 3 Reposts · 81 Likes
