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midoji7
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Loaded more $YLD on this dip. I get zero dopamine buying here ngl, but it’s always worked better for me to build during these moments than to chase the flavor of the day. I find hard to believe that the Agentic Protocols narrative is done with so much left to optimize in DeFi.
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Ups we got a slow mooner $AXR
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Anyone have thoughts on $PIN | @PinLinkAi? Just checked it and think it's a pretty cool concept, kind of a BTC-based rwa. You get exposure to BTC mining yields without having to set up a miner. 42% APR paid in BTC.. not bad at all.
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I think a lot of people gave up on $AVA too early. I'll be patient on this one. I agree that the team could have done some things better, and then the community got mad, there was a wave of FUD, capitulation, etc.. But @HoloworldAI keeps shipping while the dust settles. In the coming weeks we will see: – Studio V2 launch. I'm seeing Veo3 go viral on socials, $AVA is the closest product I can find in crypto. https://t.co/2PxXv9Cx1c https://t.co/6ShnIkE2sm – More launches on Hololaunch. $MIRAI and $LOUDIO were a success, people will pay attention. - New staking mechanism. The team took notes and I think $AVA stakers will benefit from new launches the most. On top of that, $AVA hosted her first livestream on Twitch last weekend. Also, the team did a $125K AVA buyback for "strategic initiatives" a few days ago. https://t.co/Y0Phip2DOO Feels like most of the toxic crowd already left. There is less and less FUD. In a week, they’ll forget they even held it.
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$YLD | @yld_fun The main coin for Agentic Protocols on Solana is sitting under $2.5M mcap. Their first strategy run by agents already increased the efficiency of Solana’s USDC lending yields by 60%+, and they just released a new vault for SOL. That's just a small fraction of all the yield opportunities they could optimize on SOL. I can think of: - Actively rebalancing LPs on Raydium - Farming funding rates on Drift - Running basis trades - Building delta-neutral strategies with JLP The bigger picture is that they're not just building yield vaults but infra. Anyone with a working yield strategy will be able to package it and boost its efficiency via agents and offer it publicly. If they execute well (they are), $YLD has a real shot at capturing a share of the billions in TVL farming yield on Solana. And they have no direct competitor on the chain. Many people have shifted to Base after the PF ICO announcement, but $YLD has remained strong. Also think they made a smart move launching on @believeapp. $YLD is probably one of the most interesting projects that has launched there in the last weeks. I think they made the right decision because: (1) $LAUNCHCOIN has been regaining strength despite the Base rotation. That could attract attention back to their eco. (2) $YLD generated $52.6K in creator fees in just 10 days. The fees will now go back into growing the team + funding incentives for the next vault. That was the original idea behind @believeap, using creator fees to boost growth. I wouldn't be surprised if they receive the support of @believeapp, for instance getting verified as one of the legit builders on their platform.
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