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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, Mantle and PENDLE. Partnership or not, my views are honest and transparent.
Pendle:
Pendle@pendle_fi
The pool caps for PT Looping incentives have been increased to $15M for:
🔹 @re PT-reUSD
🔹 @SkyMoney PT-sUSDS
That means even more users can now enjoy amplified looping APYs up to 53.7%.
Enjoy 🥂
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 👇
10:01 AM · Aug 19, 2026 · 8.96K Views
38 Replies · 5 Reposts · 67 Likes
Pendle@pendle_fi
Every day you hold a PT, it's a little less risky than the day before.
A PT functions like a zero coupon bond. It pulls to par at maturity, so its price sensitivity shrinks with the time left on it.
LlamaGuard PT tracks this live and as the PT ages, the parameters adjust
LlamaRisk @LlamaRisk
1/ @pendle_fi PTs have an evolving risk profile from issuance to maturity, but most DeFi protocols don't have a mechanism to recognize this fact.
Introducing LlamaGuard PT, a risk oracle that adapts to the properties of PT collateral. 🧵
1:32 AM · Aug 19, 2026 · 8.83K Views
11 Replies · 6 Reposts · 71 Likes
Decentralized Danny@_dedanny_
Pendle is quietly showing what real value accrual looks like.
YTD 2026 (@DefiLlama Income Flow): $7.46M rev → $5.51M earnings → $5.9M distributed to @pendle_fi holders
buybacks are now at 2.5M+ ethereum:0x808507121b80c02388fad14726482e061b8da827 with over $3.5M spent, while
Pendle @pendle_fi
Buybacks for $PENDLE continue to climb, passing 2.5M now 🔥
➢ ATH $PENDLE staked still
➢ Emissions continue to be DOWN ~76% YTD
➢ Over $3.5M spent on buybacks
sPENDLE. https://t.co/MHx6y3f9nA
5:30 PM · Aug 17, 2026 · 986 Views
9 Replies · 6 Reposts · 29 Likes
Boros:
Boros@boros_fi
It’s time to unlock 20-40% APR on $HYPE, $BTC, and $ETH with our September maturities!
You can now arbitrage the funding rate spreads between 5 different platforms and turn them into high fixed yields with Boros.
5:52 AM · Aug 19, 2026 · 1.14K Views
1 Reply · 2 Reposts · 15 Likes
DeFi Saver:
MetaFXN🟦🟥 🐸@MetaCvx
Look at the real difference
Morpho wstETH/weETH : USDT
🟢 Net APY 0.07% 👉🏼 0.65%
🟢 Variable funding
🟢 Still depends on market utilization
fxMINT @protocol_fx
🟢 0% interest most of the time
🟢 No recurring funding cost
🟢 +10% APR in $FXN for minting
🟢 Liquidation
DeFi Saver @DeFiSaver
💡The Еtherfi weETH 86% LTV market on @Morpho has recently started getting liquidity from prominent vault curators such as Steakhouse.
This prompted a number of user requests: "Can we migrate existing Morpho positions to $weETH?"
And the answer is yes. There is now a DFS zap
9:10 PM · Aug 18, 2026 · 708 Views
1 Reply · 3 Reposts · 11 Likes
Theo:
Theo@Theo_Network
1/ Theo is in Goa for the India Gold Conference, August 20-23.
We're hosting a private reception Friday at 6PM local, at the Taj rooftop bar.
RSVP below.
6:11 PM · Aug 19, 2026 · 3.77K Views
11 Replies · 4 Reposts · 61 Likes
Maple:
Maple@maplefinance
Lending is one of the oldest practices in finance.
Our Head of Growth, @MartindRijke, charts how the enforcement behind it has changed era to era across 4,000 years, from Mesopotamian villages to the state and ratings agencies, and argues onchain is the natural next chapter.
10:15 AM · Aug 18, 2026 · 4.45K Views
13 Replies · 17 Reposts · 101 Likes
GLC@GLC_Research
Last week, we published our @maplefinance Q2 Report.
Q2 2026 was one of the most challenging quarters on record for DeFi lending. TVL across the sector declined by 25.2%, Bitcoin fell 14.2%, and the ecosystem experienced 83 hacking incidents, the highest quarterly total ever
GLC @GLC_Research
Today we're releasing our Maple Finance Q2 2026 Report.
Q2 was one of the toughest quarter on record for DeFi lending. Bitcoin fell -14.2%, DeFi lending TVL contracted -25.2%, and 83 hacking incidents hit the ecosystem in a single quarter.
Here's how Maple came out the other
3:48 PM · Aug 19, 2026 · 1.15K Views
2 Replies · 1 Repost · 13 Likes
Chainflip:
Agent Chud@AgentChud
Days like today remind me of why i built the largest chainflip validator operator business in the world.
The $flip thesis is unique. 100% of value accrues to the token. It's enshrined at the chain level.
We are chain agnostic. It doesn't matter what's hot, chainflip serves /
6:01 PM · Aug 19, 2026 · 5.65K Views
6 Replies · 6 Reposts · 49 Likes
Remzinho@greatremz
quite an interesting 48 hours at @Chainflip
ethereum:0x826180541412d574cf1336d22c0c0a287822678a is up 53% in the last 30 days & it's the first time in a while the top 5 timeframes are all green
i believe you may be curious about what really pumped
@tokenterminal also
8:24 AM · Aug 19, 2026 · 652 Views
5 Replies · 4 Reposts · 26 Likes
USA:
Coin Bureau@coinbureau
🚨BREAKING: Trump on plans to buy "sizable" amounts of Bitcoin:
Q: Does the administration have any plans to accumulate sizable amounts of Bitcoin?
TRUMP: "It's been talked about. It's been very, very good for the dollar. If you came in with recommendations, I would certainly
7:50 PM · Aug 19, 2026 · 161K Views
47 Replies · 93 Reposts · 841 Likes
Monad:
Pendle@pendle_fi
$MON incentives refreshed!
Pendle YT and LP on @monad continue to enjoy elevated returns 👇
3:44 AM · Aug 20, 2026 · 2.39K Views
4 Replies · 2 Reposts · 30 Likes
Zcash:
Zcash 🛡️@Zcash
"As AI is accelerating, we need uncompromising privacy, which means it has to be at the base layer."
Zcash
The Rollup @therollupco
ZK OG @zkDragon who built @osmosis explains why he went all-in on Zcash.
"Do you make a privacy layer on Solana, or make Zcash win?"
"I think the better choice was make Zcash win."
"As AI is accelerating, we need uncompromising privacy, which means it has to be at the base
11:49 PM · Aug 19, 2026 · 3.57K Views
1 Reply · 6 Reposts · 38 Likes
Zcash 🛡️@Zcash
Wait, you can buy directly with *shielded* $ZEC !?? 😍
ZecBuy @zecbuy
1/ Introducing ZecBuy.
Buy useful goods directly with shielded ZEC.
No account required.
No transparent ZEC.
Ironwood only.
Starting today with Mullvad VPN and eSIMs.
🧵
6:25 PM · Aug 19, 2026 · 7.48K Views
6 Replies · 8 Reposts · 98 Likes
Defillama:
DefiLlama.com@DefiLlama
Introducing the DefiLlama App. LlamaAI is now in your pocket.
Create custom financial charts, dashboards, and analysis from a single prompt. App users get extra free queries.
iOS + Android out now (beware of fake apps):
defillama.com/app
3:25 PM · Aug 3, 2026 · 89.5K Views
66 Replies · 72 Reposts · 567 Likes
GTE:
GTE@GTE_XYZ
We're back.
gte.xyz
4:25 PM · Aug 19, 2026 · 154K Views
253 Replies · 144 Reposts · 1.12K Likes
Mantle:
Mantle@Mantle_Official
Borderless access to capital markets is easier said than done.
So we made it easy to verify. From institutions to the curious, Mantle's data across financials, tokenized assets and DeFi activity is live on @Blockworks, updated in real time.
Numbers over narrative, every time.
Blockworks @Blockworks
NEW: Now tracking @Mantle_Official, a blockchain with around $820m in stablecoins and tokenized assets.
Track Mantle's financials, onchain activity, stablecoins, tokenized assets, lending, and spot DEXs in their new public dashboard.
4:49 PM · Aug 19, 2026 · 8.75K Views
6 Replies · 2 Reposts · 40 Likes
🉐 Crypto Linn@crypto_linn
Lil bit more than just a new site (tho go check it out at mantle.xyz )
@Mantle_Official has honed their focus on: "Powering Borderless Access to Global Capital Markets"
aka everyone, no matter your location, will have access to institutional-grade capital market
Mantle @Mantle_Official
Beyond borders. Beyond gatekeepers. Beyond market hours.
A new evolution for Mantle starts today.
Towards the open financial network built on all three, powering borderless access to global capital markets.
Our new home is live: https://t.co/bXvaGY5fk1
9:30 AM · Aug 19, 2026 · 2.55K Views
2 Replies · 14 Likes
Re:
Re@re
Lock in fixed yield with reUSD and reUSDe PTs on @pendle_fi.
→ PT-reUSD: 10.47% fixed APY (09 Dec 2026)
→ PT-reUSDe: 18.3% fixed APY (09 Dec 2026)
3:41 PM · Aug 19, 2026 · 7.64K Views
2 Replies · 5 Reposts · 45 Likes
AAVE:
MDN Wire@MDNwire
BREAKING: @aave V4 crossed $500 million deposits, one week after @ether_fi moved its neobank credit backend onto V4.
4:02 PM · Aug 19, 2026 · 2.4K Views
4 Replies · 4 Reposts · 30 Likes
Smartmoney_Detective@NaveenCypto
Aave stats are going up while token price is down.
TVL , Fees and Revenue are up .
Data - @DefiLlama
9:41 AM · Aug 19, 2026 · 488 Views
6 Likes
Llamarisk:
LlamaRisk@LlamaRisk
1/ The state of @pendle_fi PT collateral in DeFi lending today. 🧵
1:59 PM · Aug 19, 2026 · 2.8K Views
2 Replies · 8 Reposts · 37 Likes
Crypto and Macro news:
rektdiomedes@rektdiomedes
Crypto + Macro Stuff I'm Looking At Today
...
- $BTC and $ETH up bigly today with massive short liquidations
- Bessent announces Treasury will double the size of long-term US gov debt buybacks
- Kaito introduces new 'Aura' system (in place of old 'Yaps' system) + browser
6:54 PM · Aug 19, 2026 · 3.59K Views
21 Replies · 3 Reposts · 46 Likes
Compound:
Tulip King 🌷@tulipking
who could've possibly approved giving these people $52M dollars? why themselves of course !
Compound Foundation @Compound_xyz
1/ Compound is entering its next era.
Today we're announcing a new leadership team and a $52M DAO-approved development program,the largest in the protocol's history, to bring institutional credit onchain.
https://t.co/gMJMSVg2ZX
9:34 PM · Aug 17, 2026 · 56.3K Views
21 Replies · 6 Reposts · 192 Likes
Carnation@0xcarnation
@tulipking A timeless quote from G:
which color lambo should the founder buy?
▓▓░░░░░░░░░ 11% - Yellow
▓▓▓▓▓▓▓▓▓░░ 89% - Black
founder: but i like yellow
*votes yellow*
▓▓▓▓▓▓▓▓▓▓▓░ 96% - Yellow
▓░░░░░░░░░░░ 4% - Black
2:47 AM · Aug 18, 2026 · 444 Views
2 Replies · 20 Likes
Protocol f(x):
f(x) Protocol@protocol_fx
Market went against you and you got liquidated, before recovering 20 min later. You were right about the direction.
On f(x), you have the same ETH and BTC markets. But different rules: 0 funding, and a Liquidation Brake that keeps you in the trade
fx.aladdin.club/v2/trade
12:28 PM · Aug 19, 2026 · 2.36K Views
2 Replies · 4 Reposts · 31 Likes
Top Chains:
Smartmoney_Detective@NaveenCypto
Top 4 chains growing across all metrics in last 30 days.
Data - @DefiLlama
1:13 PM · Aug 19, 2026 · 384 Views
3 Likes
Crypto Hiring:
Ash@ahboyash
Been seeing a wave of many projects quietly laying off their team across crypto lately
Quite a few are friends and wanted to offer some thoughts for anyone affected or trying to break in the space
1. Important things to recognise
• Crypto today is very different compared to
1:17 PM · Aug 19, 2026 · 50.4K Views
33 Replies · 25 Reposts · 253 Likes
Dexuai:
🉐 Crypto Linn@crypto_linn
Been using @_dexuai since it came out and massively impressed with daily summaries and the sentiment metrics
Readers of my newsletter will have seen regular features of their data / charts /overviews
Not a paid post just supporting as it’s yugely valuable and bargain for how
Dexu AI @_dexuai
Not only has @fomo reached the top 10 projects by mindshare, it did that in a bear market.
Keep iterating.
7:46 AM · Aug 19, 2026 · 3.29K Views
9 Replies · 3 Reposts · 26 Likes
Hyperliquid:
jeff.hl@chameleon_jeff
Someone recently shared this paper with me, which rigorously studies the execution improvement of visible TWAPs on Hyperliquid: "Trading in the Sunshine or in the Shade: Market Impact and Adverse Selection on Hyperliquid," by Davide Barone and Fabrizio Lillo.
In physics,
jeff.hl @chameleon_jeff
Thank you to everyone who took the time to thoughtfully respond to my post on transparent markets. I understand that the thesis is controversial and that Hyperliquid is at a new frontier as the first fully transparent order book venue of its scale.
I could well be mistaken, and
9:02 AM · Aug 19, 2026 · 225K Views
205 Replies · 274 Reposts · 2.11K Likes
Early Projects:
Nazar@ustyianskyi
daily early projects
@StratiumX – perps and outcome markets on Hyperliquid
@Cr3dentials – embedded lending platform for digital earners
@creddltxyz – terminal for navigating onchain fixed income
@getonmoon – 1000x leverage crypto stocks futures platform
@composedotcash –
8:08 AM · Aug 19, 2026 · 2.26K Views
28 Replies · 1 Repost · 77 Likes
Tokenized Stocks:
nairolf@0xNairolf
good thesis but if we really want that to happen, we need to solve self custody for the average person
self custody is awesome and probably the biggest unlock of crypto and blockchain by far but the harsh reality is that most people simply dont want that much responsibility
Vlad Tenev @vladtenev
America must continue to lead.
10:13 AM · Aug 19, 2026 · 5.21K Views
15 Replies · 2 Reposts · 44 Likes
Onchain RWA:
Mesh@MeshClans
The onchain RWA market crossed $44.7B, up 2,234% since early 2024.
That growth didn't happen randomly. Treasuries came first, brought institutions onchain, and equities are now doing something Treasuries never did.
They're actually moving.
@ethereum holds $23.3B of that
9:25 AM · Aug 19, 2026 · 3.11K Views
20 Replies · 3 Reposts · 66 Likes
SNX:
Synthetix ⚔️@synthetix
2⃣/5⃣
New SNX was minted at a 4:1 ratio with sUSD. The conversion includes a 1-year lock followed by 1-year vesting:
🔹Original supply: 344,939,867.56 SNX
🔹SNX minted tokens: 236,464,356 SNX
🔹New supply: 581,404,223.56 SNX
8:01 AM · Aug 17, 2026 · 3K Views
1 Reply · 1 Repost · 19 Likes
LDO:
Smartmoney_Detective@NaveenCypto
$LDO buybacks begins .
Smartmoney_Detective @NaveenCypto
Lido metrics are up while token price is down.
TVL , Fees and Revenue are up .
@LidoFinance
Data - @DefiLlama
3:31 AM · Aug 19, 2026 · 2.1K Views
5 Replies · 6 Reposts · 30 Likes
Jupiter:
molu@molusol
this is my favorite product on all of solana
in one place, i can see everything.
> token positions (+trade)
> missed airdrops (+history +claim)
> defi positions (lp, multiply, lend)
> clean activity tracker
> breakdown by tokens or platform
> yearly apr by wallet
+ i can view,
5:26 PM · Aug 18, 2026 · 4.52K Views
16 Replies · 1 Repost · 68 Likes
Cumulative Earnings:
nairolf@0xNairolf
one of the funniest crypto metrics:
cumulative earnings = revenue - incentives
pretty insane how often $1 of incentives fails to generate even $.2 of revenue
nairolf @0xNairolf
axie infinity is still top 3 in all time earnings of all crypto
(despite basically being dead for 4 years)
5:44 AM · Aug 19, 2026 · 7.32K Views
16 Replies · 3 Reposts · 74 Likes
42:
42@42space
Come Blitz With Us 19/08 https://t.co/SXJ3zLpGnC
6:00 AM · Aug 19, 2026 · 1.46K Views
2 Replies · 4 Reposts · 11 Likes
Kaito:
Aylo@alpha_pls
>claims to care about opsec
>immediately downloads kaito pulse for a few shekels
kaito now has a hash of your gpu that never changes
connected to your x handle
how long you looked at every post
your bookmarks. your searches. your sleep schedule
your withdrawal addresses
every
ultra @0x_ultra
so i was looking at the source code of kaito pulse and found some interesting things:
- it fingerprints your device. it hashes how your gpu renders an invisible image, your gpu model, and how your hardware handles a test tone. that combo is unique to your laptop and it doesn't https://t.co/EfjwLfAtza
6:19 AM · Aug 19, 2026 · 7.64K Views
7 Replies · 1 Repost · 41 Likes
Rollbit:
HR@halfretired0
Enough is enough.
docs.google.com
The Rollbit Files
5:59 PM · Aug 18, 2026 · 151K Views
73 Replies · 65 Reposts · 819 Likes
Flop:
nairolf@0xNairolf
some people will read this and think it is a good idea to buy the token
7:37 AM · Aug 19, 2026 · 3.12K Views
33 Replies · 3 Reposts · 58 Likes
