defi_mochi

Story @StoryProtocol and OKX @OKX_Ventures the second largest exchange in the world just launched a fund with up to $10M to supercharge startups at the intersection of intellectual property (IP) and AI.

Here's everything you need to know about it 👇

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Monad is one of the largest ecosystems in crypto by far with over >246 projects building on @monad_xyz .

One of the best ways you can get early exposure to Monad is via one of the largest LST projects @MagmaStaking

Magma is Monad's premier LST project fueled by the pioneering high-throughput DVT and an ultra-fast MEV client which is backed by @AnimocaVentures and @CryptoHayes 's @MaelstromFund

Magma enables interactions with 27+ projects on @monad_xyz to increase your chances of potentially qualifying for more rewards.

Magma currently has over 1.9M+ $gMON minted, 3.1M+ holders and 30M+ transactions
Start staking testnet $MON for $gMON here at

Watchlist for liquid plays:

-> $HYPE @HyperliquidX
-> $AERO @AerodromeFi
-> $SPX @spx6900
-> $FARTCOIN
-> $VIRTUAL @virtuals_io

Smaller projects
-> $USELESS
-> $MAMO @Mamo_agent
-> $REI @0xreisearch
-> $NATIVE @nativeonbase
-> $I @indexy_xyz
-> $RFL @RFLOnBase

In these dips the most important thing you should look out for is:

1. Strong price action
2. Strong fundamentals

While everyone is bearish, $S @SonicLabs has been growing against all odds:

🔹Tripling DAUs from sub 50K since April
🔹Stablecoin Market Capitalization growing from $65M in Feb to $375M
🔹DEX volume picking up again

Sonic's tech stack is ahead of the curve as the only chain with:

➡️ Sub-second transaction finality with extremely high throughput.
➡️Supports account abstraction and gas subsidies (EIP-7702).
➡️Ecosystem support from veterans like Andre Conje, Curve, Aave and more

Sonic $S will probably see it's most hated rally in 2025

Time to mark out all the levels you're watching for coins.

Last April dip we basically only had a 3 day window for buying the generational bottom on most outperforming alts.

Now is absolutely not the time to slack around.

Mark out key levels, DCA and get ready for Q4

WEN @NibiruChain Block Party?

Nibiru just announced Block Party Season 1. Earn Aura by completing onchain and offchain tasks with their points program. Here’s what you need to know to participate 🧵

💡 https://t.co/jLKdBM0rhx

Boost your Aura by providing liquidity in incentivized pools. Stay in for 90+ days to earn up to a 3.5× points multiplier. There are also rewards for concentrated liquidity, active trading, and app specific missions.

From now until Block Party launches, you can get familiar with the 15+ apps featured in Season 1. If you want early access to the campaign, sign up on the WEN page using the access code NIBIEVM65
at https://t.co/VDR84cAjMi

I’m excited for Nibiru because they’ve built an ecosystem of apps driving sustainable yields for the long haul. Here’s a quick look at some of the key applications powering the Nibiru ecosystem:

**Sustainable Yield:**
◆ @BSquaredNetwork: Earn yield on BTC

◆ @BimaBTC: Bitcoin LRTs

**Structured Products:**

◆ @ElyxFinance: Managed funds, volatility targeting, and index funds

◆ @ichifoundation: Automated DeFi liquidity strategies

◆ Abracadabra ( @MIM_Spell): Lending and leveraged yield farming suite

**Other DeFi Apps:**

◆ @okutrade: DEX aggregator and Uniswap V3 deployer

◆ @EuclidProtocol: Unified liquidity with Virtual Routing and Forwarding

◆ @LayerBankFi: EVM-based cross-chain lending and borrowing

Most of you don't realize this but everyone is gravedancing on $HYPE because they are sidelined

Looks like the chop will continue for a while for $HYPE

$AERO easily outperforms $KTA but you’re still stuck in your $KTA bags listening to your favorite KOLs dumping their bags on you.

The only sure bet on @base is currently just $AERO @AerodromeFi

I see $AERO easily surpassing $10 if @coinbase manages to onboard serious capital along with institutions and retail interest.

This is the year of @base

The thesis for @base is straightforward.

1. Ethereum L2 lives on @base

2. Largest onboarding events are happening with @jpmorgan revealing their intentions to launch their stablecoin product on @base

3. @coinbase themselves enabling every exchange user to access assets on @base

The time for @base is now

Arbitrum is making waves in InfoFi with @yapyo_arb

Yapyo offers anyone in the arbitrum ecosystem to grow mindshare for attention markets while being hyper focused on retaining them -> Retention markets via coordination.

Tokenomics are straightforward right now which is a relief from most of the other predatory project tokenomics we see in Infofi.

Personally think that this will be the project to look out for on @arbitrum if they are able to pull off retention and sustainable revenue generation and buybacks.

Meanwhile, just yapping about Arbitrum gets you a spot on their leaderboards and a potential spot on a presale or airdrop for yapyo and it's entirely free to do.

Project with these stats is at $100m MC?

Yeah moon dat

Basically no unlocks for $SPK until 2026.

I'm seriously finding it difficult to be bearish on this project

$ETH is by far the most battle tested chain with $62B TVL locked and security trusted by the likes of even @BlackRock

Yet Ethereum still struggles with fragmentation across L2s and validator centralization

@ssv_network 2.0 's based apps has the answer

👇
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How to get started on R0AR:

1. Head over to https://t.co/OX1X25hjLU

2. Connect wallet via any EVM wallet like R0ar beta wallet, metamask, onchain ect.

🔷 Buy, sell, and stake $1r0r token, Executive r0ar society

🔷 Manage assets securely with the AI-powered, multi-chain R0AR Wallet

🔷 Add liquidity/ stake LP tokens for the 1ROR token

🔷 Discover more about the R0AR platform via their R0AR AI DeFi assistant

🔷 Earn rewards by referring friends to stake on the r0ar platform

You can access their platform right now by heading to https://t.co/OX1X25hjLU and purchase Executive R0ar Society NFTs here 

Making a strong bet on $SPK @sparkdotfi

🔷 $100m MC

🔷 $5B TVL, one of the top DeFi projects

🔷 -1.6% funding rate on @binance

I’m pretty sure it 2x’s at least from here.

Shame it didnt IPO because it would have performed way better as a stock in this environment with so much hype around stablecoins

The bear case for $HYPE is important to take note of albeit not very convincing:

1. Massive unlocks of $10M per day from Nov 25th onwards

2. Ecosystem for $HYPE isn't thriving as much as @solana . $SOL has been attracting builders and developers since 2020 which is really hard to replicate

3. $41B FDV seems to be fair value if you're considering what @Hyperliquidx is at it's core, a perp dex

Buying $HYPE at $40 is like buying $SOL at $40 in 2023

On @HyperliquidX if you overall all time pnl (perp trading pnl + airdrop):

🔷 Only 170 traders have 8 figs pnl (>10m)

🔷 >1589 traders have 7fig pnl (>1m)

🔷 Most of the traders with 8 figs pnls only have < 200% ROI suggesting that many of them already had size to begin with