ian | workhorse 🧙‍♂️

gm @TheArenaApp fans 🔺

NEWS: MSCI Just Threw Crypto Treasury Companies a Huge Lifeline Strategy (MSTR) is up 6% after-hours following the announcement that MSCI will NOT exclude digital asset treasury companies from its indexes. Massive. Some context: MSCI had proposed excluding companies where crypto holdings represent 50%+ of total assets, citing concerns they resemble investment funds rather than operating companies. This decision matters because: 1.) Strategy holds 673,000+ BTC (~$63B) and Index exclusion would’ve forced massive institutional selling 2.) Passive funds tracking MSCI indexes would’ve dumped positions 3.) MSCI’s reversal means Strategy maintains current index status, provided it meets all other requirements. Read On: https://0xian.substack.com/p/msci-just-threw-crypto-treasury-companies

BLOG: Hyperliquid Cheat Sheet: Breaking Down the 62-Page Cantor Report Earlier this week, Cantor Fitzgerald released a juicer of a 62-page report on Hyperliquid and I read the whole thing. First off, it's pretty good. Second, there is a ton of information in it. In turn, I wanted to put together the Cliff's Notes blog post on the report so that you have a digestible 10-minute reader at your disposal if you don't want to dive into the full report. READ: https://0xian.substack.com/p/hyperliquid-cheat-sheet-breaking

BLOG: Despite How Terrible the Market Is, It’s Important to Give a Shit The Lord of the Rings is about overcoming failure and surviving the depths of despair despite all hope having been lost. Then, in the last possible moment, getting the big W that seemed impossible. This market is no different. Read on: https://0xian.substack.com/p/despite-how-terrible-the-market-is

Re: the Balancer Exploit --> What You Should Do Right Now ---------------------------------- 1.) First off, this exploit targeted V2 pools specifically -- ETH-related ones. V3 should be unaffected based on the latest info. 2.) If you have liquidity in Balancer V2 pools, withdraw them immediately, especially ETH/stETH-related. 3.) Check and monitor connected protocols (like Aave or forks like Beets). Aave has confirmed they are all-clear. 4.) Follow Balancer for updates -- they have officially announced that they are on the case. 5.) Check and revoke wallet approvals.

Few stories capture the imagination like a forgotten hero reclaiming their throne. And, my goodness, Zcash refuses to be forgotten. Since October started, #Zcash's price has surged by more than 10x. But what does the coin actually DO? That's what today's article, featuring Tony Margarit (Finance & Ops at Electric Coin Co., is all about. Put simply, it's about privacy - but there's so much more to uncover. Dig in: http://0xian.substack.com/p/why-zcash-zec-and-why-now

ARTICLE: Aave Labs V4: Taming Mercenary Liquidity for a Sustainable DeFi Future While V4’s primary focus may not be taming mercenary liquidity, I think this will be a massive byproduct that will fundamentally change how hashtag#DeFi farmers do business. Read all about how: https://0xian.substack.com/p/aave-v4-taming-mercenary-liquidity

--------------------- GOOD FARM ALERT --------------------- The $AVAX - $BTC pool on LFJ has been flying over the last few weeks. The trailing 7-day APR pace is clocking in at 176% APR, but the daily has been floating in the mid-200s. Volume has been steadily 3x-4x the pool's TVL and you know what that means -- big APRs.