DeFi Warhol

Coins with the biggest supply chance over the last 30 days and their price performance.

Spot the intruder...

Steady lads, the institutions continue to deploy heavy capital into RWA and tokenization:

BlackRock: $2.5 billion
Bitwise: $155m
WisomTree: $107m
Apollo: $66m
Franklin Templeton: $32m

The trend has been positive throughout the entire 2024 and 2025.

If your protocol's stats don't look like this, you don't have a protocol.

@defidotapp is pulling a new volume all-time high with every new day and doesn't seem to slow down anytime soon.

$278m in the last 24 hours alone!

A great product is the best marketing strategy ever.

Starknet daily $ETH bridged and depositors.

Please don't look at its valuation.

If you invested $10,000 into $ETH on this day in April 2022.

You'd have $6100 now.

As anticipated, $WCT is now live on @binance and other Tier-1 CEXs, maintaining its price well.

So, what's next?

Here's my prediction 🧵

Master @Dune to find unmatched alpha.

You can save thousands of dollars in subscriptions just by observing the right dashboards.

Here's a simple guide 🧵

The fight for Ethereum DEX dominance is on ↓

@Uniswap: 39%
@mavprotocol: 21.8%
@CurveFinance: 20.4%
@0xfluid: 13.2%

I think these stats will change drastically by December, I personally like blue. Discuss.

h/t @blockworksres

Sometimes, I hate this place.

We’re green one day and people who’ve been wrong for A YEAR start popping up with “told you so” and “the signal was given” tweets.

Ultimate larps…

Don't just hold your stablecoin, you HAVE to put it to work.

Here are the best Airdrop + Yield opportunities 🧵

(bookmark for later)

1. @superformxyz

- Go to: https://t.co/2NqkaQVH5e
- Scroll down to "Top Stablecoin Vaults"
- Deposit and start earning yield and points

2. @humafinance

- Go to: https://t.co/0etK837ZfZ
- Deposit $USDC
- Earn 10.5% APY and points/rewards

3. @unichain

- Go to: https://t.co/s2mGvhOr5q
- Choose any desired stablecoin pool
- Provide liquidity
- Earn yield and potential rewards

4. @hemi_xyz

- Go to: https://t.co/BgbYAVYr59
- Choose any desired stablecoin pool
- Provide liquidity on different protocols
- Earn yield and airdrop

5. @OpenEden_X

- Go to: https://t.co/kbiTNoxqst
- Choose a pool
- Provide liquidity
- Farm yield and points

6. @levelusd

- Go to: https://t.co/S8pnEn93X2
- Deposit USDT/USDC and swap to $slvlUSD (highest APY)
- Earn yield and points

7. @MMTFinance

- Go to: https://t.co/ZMyPu2cM6c
- Choose any desired pool
- Provide liquidity
- Farm yield and potential airdrop

Choose projects and pools based on the current situation.

APYs fluctuate constantly, so flexibility is key.

In times like these, depositing and farming from your stables is the best strategy. You gain passive income and qualify for future airdrops.

Stay safe!

THAT'S THE WRAP!

Hope you enjoyed this post, found some new VALUABLE information, and made some conclusions.

If you wanna support me, I'd appreciate a like, reply, and RT <3

WOW!

Unichain has experienced the most net flows in the last 7 days: $210m.

Its TVL surged to $332m from just $10m in less than a week.

Why? LP incentives. So easy, yet so effective.

Now we just have to see how sustainable it is in the long run.

Token Sales happening in April.

Bookmark and add them to your watchlist.

The yield market just got a major upgrade.

The Treehouse Ethereum Staking Rate (TESR) is now live and brings transparency and efficiency to staking.

Here's why it matters 🧵

Worldwide Google search traffic for "crypto" is near its lowest point in the last 12 months.

$ETH exchange reserves keep making new highs.

Apparently, the problem wasn't EF, it's Ethereum.

Cross-chain swaps have always been a nightmare for DeFi, until now.

I just tried JUSTSWAP by @gvnrdao, and it was one of the most pleasant experiences I've had so far.

- Reduced reliance on bridging
- Fast transactions
- Friendly UX
- Direct control over assets

Try it here:

Here's how I'm getting alpha these days.

A top list of crypto podcasts & newsletters to follow 🧵

(bookmark for later)

PODCASTS ↓

- @therollupco: My top choice for rollups, modularity, and everything related to it.

- @Lightspeedpodhq: Everything on Solana and ecosystem projects. Made by @Blockworks_.

- @edge_pod: Hosted by @DeFi_Dad & @Nomaticcap, great discussions on different topics.

- @zeroknowledgefm: The name says it all, focuses on ZK-proofs, scaling, privacy, etc.

- @unchained: Great discussions with top founders, developers, investors, etc, on a variety of topics.

- @BanklessHQ: Everything on Ethereum and the ecosystem.

- @a16zcrypto: Unique insights from HIGH IQ INDIVIDUALS in Web3 and also TradFi.

NEWSLETTERS

- @MilkRoadDaily: Daily crypto news, memes, and market overview.

- @thedefiedge: Daily newsletter with research and educational content. Highly recommended.

- @crypto_linn: Amazing updates on crypto projects and narratives. Pendle.

- @thedefivillain: Weekly newsletter focused on narratives and market TA.

- @tldrnewsletter: Daily updates on the crypto, fast and to the point.

- @rektmando: Daily newsletter with quick wraps and summaries. Great for staying on trend.

- @Zeneca: Big fan of this guy, worth subscribing just to hear his thoughts and takes.

- @NiftyNoonNFT: The only NFT related I follow.

Did I miss anyone? Let me know your favorite podcast/newsletter recommendations!

THAT'S THE WRAP!

Hope you enjoyed this post, found some new VALUABLE information, and made some conclusions.

If you wanna support me, I'd appreciate a like, reply, and RT <3

Remember INK? That's Kraken's L2. I haven't seen anyone mention it since it was launched.

I just stumbled across it while scrolling through @l2beat, and it has an $85 million TVS, with $70 million of that being external.

Has anyone ever used it?

I propose we add the "Binance Pattern" term to the dictionary

Kind reminder that $STRK raised their Series D at a $8 BILLION valuation.

Now it has a $1.2 billion FDV.

RIP