Notes from a Quiet Sunday #1
Weekend reads, offbeat takes, and things worth your time.
Hey, happy weekend — and welcome to this week’s Notes from a Quiet Sunday.
The kind of Sunday where time slows down just enough to reflect on whatever’s been floating through your head all week.
If you’re reading this with a coffee in hand, or just letting your mind coast gently into Monday, welcome.
Let’s drift through a few notes, slow and easy.
Been thinking about how we filter noise in a world that rewards reaction. Quiet helps.1. Signals I’m Watching
- Wayfinder’s avatar badge move feels like a quiet power play. Early snapshot, but the door’s still open.
- MegaETH testnet feels like a cheat code — 10ms blocks really hit different.
- Base is getting memed into relevance again. Memecoin summer 2.0?
- Attention economy and Socialfi are gearing up with Kaito, Fantasy.top, Lens.
2. Reading Table
1/ Tariffs, inflation, and the ripple effect
Ray Dalio breaks down how tariffs set off chain reactions across economies. iPhones could go from $1,000 to $3,500 — and that’s not just about gadgets. It’s a reminder: economic machinery might be slow, but it’s precise.
→ Ray Dalio on tariffs
→ iPhone price hike?
2/ DeFi insurance has failed (but maybe not forever)
An honest post-mortem on why DeFi insurance didn’t stick — and a roadmap for what’s needed if we want it to actually protect users next time around.
→ Why DeFi Insurance Failed
3/ Robotics as a 2025 thesis
If you believe AI’s going physical, then robots are your new frontier. This piece lays out how to get exposure to the rise of machines.
→ How to invest in robotics
4/ List of yield-bearing stablecoins
Quiet alpha: A practical list of where stablecoins are earning yield. Always worth watching in a sideways market.
→ Yield-bearing stables
5/ "A Token Won’t Save You"
A spicy but needed reality check on the over-tokenization of everything. Narrative alone won’t create value.
→ Smokey's take
6/ TVL deals, explained
TzeDonn demystifies those massive incentive packages and how they actually work behind the scenes.
→ What is a TVL deal?
7/ Pendle on HyperEVM?
An interesting case made for Pendle to expand into new territory. Feels like the kind of suggestion we look back on months later.
→ Pendle x HyperEVM
8/ Fantasy.top market snapshot
From player prices to meta shifts, this gives a real-time pulse of the Fantasy.top trading game. Useful if you’re deep in that world (or just watching it with curiosity).
→ Market update
9/ Memes aren’t just memes
This one’s a vibe: a Substack digging into the deeper cultural signals inside meme coins, with reflections from He Yi (Binance co-founder).
→ Notes on MEMEs
10/ 50 mini app ideas
Simple, small apps can carry outsized leverage. This thread is a goldmine of tiny but potent app concepts — perfect weekend fuel for builders or thinkers.
→ Mini app brainstorm
3. New projects for watching
- Noise: A protocol built on megaETH that tokenized mind share on kaito.
- 0xbow: ETH mixer, get your funds onto Ethereum while retaining privacy.
- MegaETH ecosystem watchlist: https://www.fluffle.tools/
That’s it for this week’s Notes from a Quiet Sunday — thanks for spending a little slice of your weekend here with me.
If you’re enjoying these slow scrolls and reading links, feel free to hit subscribe so you don’t miss the next one. And if you know someone else who might vibe with this kind of Sunday read, feel free to share it along.
Until next time — take it slow, stay curious, and enjoy what’s left of your quiet Sunday.
If anything sparked a thought, a question, reach me here:
X: https://x.com/Kaffchad
Telegram: https://t.me/kafka0202