Get paid to loop USDai on @Morpho with USDT provided by @SteakhouseFi High Yield USDT0 https://t.co/jhp9TduTQc

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Millions of @bitget users now have access to stabecoin yield on @Morpho Powered by Arbitrum's deep liquidity 🌊

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Congrats to @Calderaxyz on launching the Onchain Expansion Program! By launching on Arbitrum One, users now get native ERA access with instant deep liquidity

Name & Symbol: Caldera ($ERA)
Address: 0x00312400303d02c323295f6e8b7309bc30fb6bce

When I say privacy will win - I actually mean it. We have the best engineers, world-class researchers, and @GuyZys - a mammoth of onchain privacy. Privacy will win. FHE will win.

Name & Symbol: Mind Network ($FHE)
Address: 0xd55c9fb62e176a8eb6968f32958fefdd0962727e

Congrats on launch. Great to work with Caldera on another one!

Name & Symbol: Caldera ($ERA)
Address: 0x00312400303d02c323295f6e8b7309bc30fb6bce

Our fellow Arbitrum Orbit builders have a big day today! Congratulations friends!

Name & Symbol: ORBIT ($GRIFT)
Address: GekTNfm84QfyP2GdAHZ5AgACBRd69aNmgA5FDhZupump

I think the incredible early success of Plasma is ironically the best case study for why L2 architectures are superior. I know this seems awfully counterintuitive (and self-serving) so let me explain. Plasma has done a historic job in go-to-market and launch work. I don’t think any chain has attracted more TVL in its first week in history. Its users are comfortable with using the product and building alongside them and Tether. Yet, as the Plasma team notes in their docs, today they are the only ones that are currently running validators and there are no validator rewards live today. As part of their progressive decentralization, they will be onboarding external validators and the inflation rate rewarding those validators will be 5% annually to start. In other words, in order to secure and decentralize the system, Plasma (at today’s prices) is committing to spending more than $550 million, when their users and developers have signaled already it’s not really a conditional priority to deploying capital. Had Plasma launched an L2, they could have progressively decentralized (like most chains do) without having to commit to spending over a half a billion dollars a year. The L2 superpower is having security costs be variable as a % of transactions, not significant constant fixed costs. I don’t think that the experience of using Plasma would be any worse had the chain been an L2. It’s EVM, users are largely using the same apps that exist on rollups. It’s just a more cost effective way to get security. Congrats again to the Plasma team; but I think this shows the power of rollup architecture from a business operations perspective.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

In the meantime, Morpho on @arbitrum is reaching $200m ...

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

One of the few places you can earn Allo in our program w our caps closed Also first time PT looping has existed on @arbitrum!

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

been reflecting on this a lot recently - both as an observer and as an operator i do agree with @ajwarner90 here i think the obsession with buybacks probably comes from 1/ historically widespread poor alignment and governance, and 2/ a general focus on token price management above everything else but i do think the industry may have swung too far in the other direction even if you look at nasdaq - earnings matter, but the future / growth always matters way more (market is forever forward-looking) - many companies don’t do buybacks at all, and the market agrees an excessive focus on buybacks pushes every new builder toward trading-related use cases and a culture that only celebrates buybacks risks pushing builders to prematurely invest proceeds into their own tokens - which is inherently risky as the industry matures, the right balance imo should be: - demonstrate alignment between teams and token holders - choose the path that’s best for the long term - communicate openly with the market about the rationale and future catalysts for change so my bottom line is - while we should absolutely celebrate the success of hyperliquid, pump, and many others we should also give new builders enough room to pursue their long-term visions the right ask from the market is alignment from there, for builders, it should be an obsessive focus on real adoption with a long-term horizon - with or without immediate value distribution

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Boros last week, Morpho this week and https://t.co/GMjCi9jpu6 next week. It’s renaissance season. DeFi Everywhere!

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Mission: Morpho and every lending market have their biggest deployment on Arbitrum.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Really great to see what @cormacdaly_ has been able to build out. Major addition to the RWA landscape. Arbitrum Everywhere.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

A long time coming and excited to see that @MorphoLabs has full support for @arbitrum. @PaulFrambot and team have done a wonderful job of building out vault infrastructure and we have seen significant demand from many builders on Arbitrum for Morpho. First day of many great things to come!

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2