MSB Intel (@MSBIntel) / X

MSB Intel

39.4K posts

MSB Intel

@MSBIntel

Industry leading commentary on markets, macro, and emerging tech. Email us: [email protected]

Joined August 2021

Pinned
MSB Intel
@MSBIntel
Feb 26
The CEO of Anthropic says nobody is paying attention to what's about to happen. "The most surprising thing has been the lack of public recognition of how close we are to the end of the exponential. To me, it is absolutely wild that you have people talking about the same tired
00:00
895K
MSB Intel reposted
MSB Intel
@MSBIntel
Jun 20
INSIGHT: Aave has earned $43.3 million year to date, 80.7% of the entire lending sector's earnings. That is 766% higher than the second-largest protocol, Maple Finance, at $5.0 million. Earnings count revenue after token incentives, so Aave holds about half of lending TVL but
18K
MSB Intel
@MSBIntel
Jun 20
INSIGHT: Aave has earned $43.3 million year to date, 80.7% of the entire lending sector's earnings. That is 766% higher than the second-largest protocol, Maple Finance, at $5.0 million. Earnings count revenue after token incentives, so Aave holds about half of lending TVL but
18K
MSB Intel
@MSBIntel
Jun 20
BREAKING: $AVAX recorded higher 24h trading volume than $ZEC.
27K
MSB Intel reposted
MSB Intel
@MSBIntel
Jun 20
INSIGHT: Ethena had its largest active-address day in seven months on June 18, with 5,057 daily active addresses. New wallet creation hit 2,968, the most in 26 months, since April 2024.
2.4K
MSB Intel
@MSBIntel
Jun 20
INSIGHT: Ethena had its largest active-address day in seven months on June 18, with 5,057 daily active addresses. New wallet creation hit 2,968, the most in 26 months, since April 2024.
2.4K
MSB Intel
@MSBIntel
Jun 20
BREAKING: NEAR Intents confidential TVL has grown to $30.88 million, up more than 1,200% in 90 days. Capital settling privately on NEAR has gone from a few million in March to nearly $31 million today.
8.3K
MSB Intel
@MSBIntel
Jun 19
INSIGHT: Securities lending generated a record $15.3 billion in revenue in 2025, and the agents who arrange those loans can take as much as 20 to 30% of it before the rest reaches the asset owner. Aave argues its V4 architecture can move that market onchain and compress the
3.7K
MSB Intel
@MSBIntel
Jun 19
BREAKING: Real-world assets have become the largest sector on Avalanche, now 39.5% of total value locked, ahead of stablecoins and lending.
13K
MSB Intel
@MSBIntel
Jun 19
BREAKING: Starknet has crossed 300 million transactions on mainnet.
3.3K
MSB Intel
@MSBIntel
Jun 19
BREAKING: Aptos has launched Confidential APT on mainnet. Balances are encrypted onchain, with private transfers available through the Petra mobile wallet.
3.8K
MSB Intel
@MSBIntel
Jun 19
BREAKING: FBI Director, Kash Patel, says the FBI will catch “crypto fraudsters” and bring them to justice.
2K
MSB Intel
@MSBIntel
Jun 19
BREAKING: Ondo Finance has climbed to the second-largest app on Stellar by total value locked. Its TVL is up 326.5% in 30 days to $525.3 million
21K