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GM,
In this volatile market, I’ve been getting the same question from many people lately:
“If I want to accumulate a token for the next 3–5 years, what should I buy?”
Honestly, no one can answer that with certainty. But if you're thinking about assets that can survive a full cycle, most people will naturally say $BTC.
However, if I had to choose something for long-term accumulation, I would pick $ETH.
▸ I believe in the vision of decentralized finance
▸ I believe in the ecosystem that’s being built on Ethereum
▸ And most importantly, $ETH has survived, evolved, and proven its value across cycles
In the long run, I’m not just buying a coin – I’m buying into a platform, a set of values, and the foundation of a new financial internet.
Now if we zoom in to the short-term trends, the market is clearly moving with some dominant narratives:
1/ #InfoFi is still the most powerful narrative:
$KAITO and $COOKIE are leading the charge in turning data and attention into financial assets
2/ Launchpads are gaining traction again:
#VIRTUAL | @virtuals_io is absorbing degen flows from @base
Some of my friends have fully swapped into #VIRTUAL – they believe in its short to mid term potential.
So what about you?
What are you accumulating for 2028?
What trend are you rotating into this cycle?
I’d love to hear your take.
In this volatile market, I’ve been getting the same question from many people lately:
“If I want to accumulate a token for the next 3–5 years, what should I buy?”
Honestly, no one can answer that with certainty. But if you're thinking about assets that can survive a full cycle, most people will naturally say $BTC.
However, if I had to choose something for long-term accumulation, I would pick $ETH.
▸ I believe in the vision of decentralized finance
▸ I believe in the ecosystem that’s being built on Ethereum
▸ And most importantly, $ETH has survived, evolved, and proven its value across cycles
In the long run, I’m not just buying a coin – I’m buying into a platform, a set of values, and the foundation of a new financial internet.
Now if we zoom in to the short-term trends, the market is clearly moving with some dominant narratives:
1/ #InfoFi is still the most powerful narrative:
$KAITO and $COOKIE are leading the charge in turning data and attention into financial assets
2/ Launchpads are gaining traction again:
#VIRTUAL | @virtuals_io is absorbing degen flows from @base
Some of my friends have fully swapped into #VIRTUAL – they believe in its short to mid term potential.
So what about you?
What are you accumulating for 2028?
What trend are you rotating into this cycle?
I’d love to hear your take.
Sometimes I wonder, did #GameFi peak too soon?
Maybe the old model relied too heavily on tokens and too little on gameplay.
But what if we flipped that? What if the game was the incentive?
That’s exactly what @OMGonemoregame (OMG) is experimenting with.
It’s a minimalist #Web3 survival game:
▫️ No sign-ups
▫️ No usernames
▫️ Just your wallet and your courage.
Each match is a risk-vs-reward puzzle. You enter, try to survive, and stack points.
The longer you stay alive, the bigger the reward.
And these #OMG Points aren’t just for fun:
💰 +100 Points per entry
🔥 +500 Points per survival
📦 Points = $1MORE Airdrop eligibility + early perks
It’s simple. It’s risky. It’s early.
You can try it via my ref link: https://t.co/YloL8J9H7V
And if you're down to bet on instinct-driven gameplay in Web3, this community might be for you:
Maybe the old model relied too heavily on tokens and too little on gameplay.
But what if we flipped that? What if the game was the incentive?
That’s exactly what @OMGonemoregame (OMG) is experimenting with.
It’s a minimalist #Web3 survival game:
▫️ No sign-ups
▫️ No usernames
▫️ Just your wallet and your courage.
Each match is a risk-vs-reward puzzle. You enter, try to survive, and stack points.
The longer you stay alive, the bigger the reward.
And these #OMG Points aren’t just for fun:
💰 +100 Points per entry
🔥 +500 Points per survival
📦 Points = $1MORE Airdrop eligibility + early perks
It’s simple. It’s risky. It’s early.
You can try it via my ref link: https://t.co/YloL8J9H7V
And if you're down to bet on instinct-driven gameplay in Web3, this community might be for you:
Step-by-Step Guide to K2 Testnet: From Acorns to Matchsticks on Camp’s Onchain Hub
I’ve been testing out @campnetworkxyz’s K2 Testnet, and honestly, this is how an incentivized testnet should feel.
Instead of mindless tasks or generic faucets, Camp has turned its first #onchain hub on BaseCAMP into an actual exploration. Here’s what stood out to me so far 👇🏻
1/ The climb has purpose
They call it “Climb to the Summit,” and it’s not just branding. K2 (named after the Himalayan peak) is a multi-week journey where each quest unlocks new partners, apps, games, and #DeFi tools built on Camp.
Every stop teaches you something real about what’s being built.
2/ You earn as you go: Matchsticks
Quests reward you with “Matchsticks” (Camp’s onchain points on BaseCAMP).
– 1 for social tasks
– 2 for easy onchain steps
– 3 for deeper or multi-step quests
Your progress is tracked across zones like Social Sparks and your leaderboard ranking updates live.
3/ Acorn OGs didn’t get left behind
If you joined the old social-only hub, your Acorns were converted to Matchsticks at 100:1.
Now everything is onchain, and progress actually matters. That’s a big upgrade in how testnets reward early community effort.
I’ve minted #NFTs, explored AI games, interacted with onchain art, and even predicted outcomes on some social prediction dApps.
Each quest feels like you're helping test something with real intention, not just clicking buttons for airdrops.
What I like most is that Camp isn’t just building a testnet, it’s building a story.
✨ If you want to try it out:
→ Head to https://t.co/3R1ey0sbjj
→ Log in with socials or wallet
→ Start questing, start earning Matchsticks
Every climb begins with one step.
I’ve been testing out @campnetworkxyz’s K2 Testnet, and honestly, this is how an incentivized testnet should feel.
Instead of mindless tasks or generic faucets, Camp has turned its first #onchain hub on BaseCAMP into an actual exploration. Here’s what stood out to me so far 👇🏻
1/ The climb has purpose
They call it “Climb to the Summit,” and it’s not just branding. K2 (named after the Himalayan peak) is a multi-week journey where each quest unlocks new partners, apps, games, and #DeFi tools built on Camp.
Every stop teaches you something real about what’s being built.
2/ You earn as you go: Matchsticks
Quests reward you with “Matchsticks” (Camp’s onchain points on BaseCAMP).
– 1 for social tasks
– 2 for easy onchain steps
– 3 for deeper or multi-step quests
Your progress is tracked across zones like Social Sparks and your leaderboard ranking updates live.
3/ Acorn OGs didn’t get left behind
If you joined the old social-only hub, your Acorns were converted to Matchsticks at 100:1.
Now everything is onchain, and progress actually matters. That’s a big upgrade in how testnets reward early community effort.
I’ve minted #NFTs, explored AI games, interacted with onchain art, and even predicted outcomes on some social prediction dApps.
Each quest feels like you're helping test something with real intention, not just clicking buttons for airdrops.
What I like most is that Camp isn’t just building a testnet, it’s building a story.
✨ If you want to try it out:
→ Head to https://t.co/3R1ey0sbjj
→ Log in with socials or wallet
→ Start questing, start earning Matchsticks
Every climb begins with one step.
GM,
War escalates. Bad news dominates. Liquidity tightens.
But zoom in, and you’ll notice a pattern one that keeps repeating during geopolitical chaos.
I reviewed past Middle East conflicts, especially Israel–Iran tensions, and their BTC impact:
▸ BTC drops ~6-9% after each major event
▸ Rebounds within 2–3 weeks
▸ Panic dumps always spark the same question:
“Should I exit?”
For me, that’s not a signal to run, it’s a signal to focus.
What I’m watching during this dip:
▸ $KAITO | @KaitoAI : Leading the InfoFi wave. If you’re not in this meta, you’re out of sync with where crypto is heading.
▸ $HYPE | @HyperliquidX : One of the strongest L1-alternative perp DEX narratives. Volume, speed, community – it's building a real ecosystem edge.
▸ $COOKIE | @cookiedotfun : Spark and Openlazer are running campaigns here. It's becoming the action layer of InfoFi.
▸ #VIRTUAL | @virtuals_io : Stake → earn #VIRGEN points → join Genesis Launch → token distributed.
One of the most effective early distribution loops right now.
When fear rises, conviction acts. I’m not betting on instant recovery. I’m tracking:
– Who’s still building?
– Where attention flows?
– Which metas are forming quietly?
Because markets don’t wait for comfort. They move when fear peaks.
War escalates. Bad news dominates. Liquidity tightens.
But zoom in, and you’ll notice a pattern one that keeps repeating during geopolitical chaos.
I reviewed past Middle East conflicts, especially Israel–Iran tensions, and their BTC impact:
▸ BTC drops ~6-9% after each major event
▸ Rebounds within 2–3 weeks
▸ Panic dumps always spark the same question:
“Should I exit?”
For me, that’s not a signal to run, it’s a signal to focus.
What I’m watching during this dip:
▸ $KAITO | @KaitoAI : Leading the InfoFi wave. If you’re not in this meta, you’re out of sync with where crypto is heading.
▸ $HYPE | @HyperliquidX : One of the strongest L1-alternative perp DEX narratives. Volume, speed, community – it's building a real ecosystem edge.
▸ $COOKIE | @cookiedotfun : Spark and Openlazer are running campaigns here. It's becoming the action layer of InfoFi.
▸ #VIRTUAL | @virtuals_io : Stake → earn #VIRGEN points → join Genesis Launch → token distributed.
One of the most effective early distribution loops right now.
When fear rises, conviction acts. I’m not betting on instant recovery. I’m tracking:
– Who’s still building?
– Where attention flows?
– Which metas are forming quietly?
Because markets don’t wait for comfort. They move when fear peaks.
I've followed hundreds of accounts over the years.
These 15 are the ones I come back to because they actually teach me something.
▸ @0xTindorr
DeFi wizard with a nose for protocol design. Always early to capital-efficient narratives.
▸ @MikybullCrypto
BTC/ETH sniper. His macro + TA combos often front-run major reversals.
▸ @CryptoGirlNova
One of the earliest accounts I followed. Deep understanding of DeFi, with consistently high-quality, accessible posts.
▸ @Defi_Warhol
DeFi’s satirical philosopher. Cuts through noise with sharp, irreverent signal.
▸ @stacy_muur
Great sense of market pulse and upcoming trends. Consistently delivers timely, high-quality breakdowns.
▸ @splinter0n
Consistent high-signal drops. Bull or bear, Splinter writes like a builder.
▸ @0xALTF4 (BERG)
BERG’s alpha threads are clean, punchy, and thesis-driven. CT native to the bone.
▸ @green_but_red
Catches narrative pivots early. Reads the cultural layer like no one else.
▸ @crptst
DeFi mechanic turned content killer. Brings clarity to complex token models.
▸ @Kaffchad
Charts, memes, and midcap momentum. Kaff blends humor with alpha accuracy.
▸ @Karamata2_2
Infra-native. Always on the edge of modular, ZK, DePIN, and the “next meta.”
▸ @FabiusDefi
Narrative operator. Builds macro-level plays that tie together tech and timing.
▸ @Defi_Rocketeer
Protocol dissector. Understands token loops better than most token teams.
▸ @Nick_Researcher
Deeply researched on-chain option content, made visual and digestible. One of the best researchers who blends clarity with technical insight.
▸ @0xAndrewMoh
A unique voice in the space. Understands DeFi deeply, spots market shifts early, and writes in a way that’s clear and easy to follow.
You should also follow them if you don't want to miss any information from this market.
These 15 are the ones I come back to because they actually teach me something.
▸ @0xTindorr
DeFi wizard with a nose for protocol design. Always early to capital-efficient narratives.
▸ @MikybullCrypto
BTC/ETH sniper. His macro + TA combos often front-run major reversals.
▸ @CryptoGirlNova
One of the earliest accounts I followed. Deep understanding of DeFi, with consistently high-quality, accessible posts.
▸ @Defi_Warhol
DeFi’s satirical philosopher. Cuts through noise with sharp, irreverent signal.
▸ @stacy_muur
Great sense of market pulse and upcoming trends. Consistently delivers timely, high-quality breakdowns.
▸ @splinter0n
Consistent high-signal drops. Bull or bear, Splinter writes like a builder.
▸ @0xALTF4 (BERG)
BERG’s alpha threads are clean, punchy, and thesis-driven. CT native to the bone.
▸ @green_but_red
Catches narrative pivots early. Reads the cultural layer like no one else.
▸ @crptst
DeFi mechanic turned content killer. Brings clarity to complex token models.
▸ @Kaffchad
Charts, memes, and midcap momentum. Kaff blends humor with alpha accuracy.
▸ @Karamata2_2
Infra-native. Always on the edge of modular, ZK, DePIN, and the “next meta.”
▸ @FabiusDefi
Narrative operator. Builds macro-level plays that tie together tech and timing.
▸ @Defi_Rocketeer
Protocol dissector. Understands token loops better than most token teams.
▸ @Nick_Researcher
Deeply researched on-chain option content, made visual and digestible. One of the best researchers who blends clarity with technical insight.
▸ @0xAndrewMoh
A unique voice in the space. Understands DeFi deeply, spots market shifts early, and writes in a way that’s clear and easy to follow.
You should also follow them if you don't want to miss any information from this market.
GM,
If you feel uninspired to post, you're not alone.
I’ve been observing myself (and most KOLs) getting caught in the loop:
▸ Scroll through @KaitoAI Yaps
▸ Spot trending projects
▸ Write a post + farm views
▸ Repeat
But after a few weeks: insights dry up, content starts to blur, and followers begin to scroll past.
#InfoFi isn’t the problem. But every meta has a shelf life. And right now:
▸ No truly fresh concepts are breaking through
▸ New projects are using Kaito as a channel, not as the core product
▸ Content creators (KOLs) are starting to sound the same
I think it’s time to creatively fork out of the #InfoFi system.
Not anti-meta but we need to discover the next meta. The problem isn’t that #Kaito is out of ideas. It’s that we’re all using it in the exact same way.
If you feel uninspired to post, you're not alone.
I’ve been observing myself (and most KOLs) getting caught in the loop:
▸ Scroll through @KaitoAI Yaps
▸ Spot trending projects
▸ Write a post + farm views
▸ Repeat
But after a few weeks: insights dry up, content starts to blur, and followers begin to scroll past.
#InfoFi isn’t the problem. But every meta has a shelf life. And right now:
▸ No truly fresh concepts are breaking through
▸ New projects are using Kaito as a channel, not as the core product
▸ Content creators (KOLs) are starting to sound the same
I think it’s time to creatively fork out of the #InfoFi system.
Not anti-meta but we need to discover the next meta. The problem isn’t that #Kaito is out of ideas. It’s that we’re all using it in the exact same way.
I’ve always believed the biggest unlock in #Web3 isn’t a new chain or protocol, but it’s developers who can actually build without friction.
That’s why @Neo_Blockchain’s multi-language smart contract support hit me hard.
Devs don’t have to learn Solidity.
Devs can write smart contracts in C#, Python, Java, Go, JS, TypeScript.
The toolkits, compilers, SDKs, etc. they’re already live. The dev infra is real and maintained.
Why this matters:
• You onboard Web2 devs without retraining.
• You ship faster because you’re using the language you already know.
• You hire easier (huge talent pool).
• You avoid Solidity’s quirks and gas-obsessed design decisions.
And here’s the part that gets overlooked:
$NEO gives you language support & an integrated stack:
✅ Native oracles
✅ NeoFS (decentralized storage)
✅ One-block finality (dBFT)
✅ Built-in token economics via $GAS
✅ EVM sidechain (Neo X) with Anti-MEV baked in
If you’re a founder or builder trying to move fast, especially outside the Solidity bubble, this feels like a cheat code.
More languages = more devs = faster ecosystem growth.
And in this cycle, speed is everything.
Start building →
That’s why @Neo_Blockchain’s multi-language smart contract support hit me hard.
Devs don’t have to learn Solidity.
Devs can write smart contracts in C#, Python, Java, Go, JS, TypeScript.
The toolkits, compilers, SDKs, etc. they’re already live. The dev infra is real and maintained.
Why this matters:
• You onboard Web2 devs without retraining.
• You ship faster because you’re using the language you already know.
• You hire easier (huge talent pool).
• You avoid Solidity’s quirks and gas-obsessed design decisions.
And here’s the part that gets overlooked:
$NEO gives you language support & an integrated stack:
✅ Native oracles
✅ NeoFS (decentralized storage)
✅ One-block finality (dBFT)
✅ Built-in token economics via $GAS
✅ EVM sidechain (Neo X) with Anti-MEV baked in
If you’re a founder or builder trying to move fast, especially outside the Solidity bubble, this feels like a cheat code.
More languages = more devs = faster ecosystem growth.
And in this cycle, speed is everything.
Start building →
gKaito,
I’ve been noticing a quiet shift lately: more projects are starting to reward yappers with stablecoins instead of just points or tokens.
Weekly or monthly USDC payouts are becoming the new norm, and honestly, it’s a smart move if you want real engagement.
Here’s a list of projects on #Kaito that are currently paying yappers in stablecoins (only including ones where it’s relatively easy to stay on top) 👇🏻
[1] @OpenledgerHQ: the AI Blockchain, unlocking liquidity to monetize data, models and agents
Reward Pool: $50k/month for top 100 yappers and 2M $OPEN for top 200 yappers at the end of 6 months.
[2] @sophon: a decentralized protocol for verifiable AI outputs with zkTLS, Social Oracle and TEE + MPC Infrastructure
Reward Pool: $150K USDC across 3 months to top 50 yappers
[3] @multiplifi: democratising Yield on Native, Stable and RWAs
Reward Pool: 10K USDC per month to top 50 Yappers on their leaderboard
[4] @campnetworkxyz: an autonomous IP Layer 1 Blockchain
Reward Pool: 0.25% of CAMP to their top 50 yappers and $40K/Month till TGE to their top 20 Yappers, distributed weekly.
[5] @Humanityprot: a decentralized identity network that uses palm recognition to verify users as unique humans without storing personal biometric data.
Reward Pool: 100,000 USDT to top 50 yapper + 0.2% of H supply to Humanity Yappers.
[6] @Novastro_xyz: a modular #RWAfi layer powered by AI Ethereum aligned, scaling across Sui, Arbitrum and Solana.
Reward Pool: 5K USDC for top 20 Yappers and 2.5K USDC for top 10 CN Yappers weekly
[7]@Somnia_Network: the fastest, most efficient EVM L1 for fully on-chain dApps.
Reward Pool: Top 20 yappers split 5K USDC every week, top 100 split 100K Somnia points
I’ve been noticing a quiet shift lately: more projects are starting to reward yappers with stablecoins instead of just points or tokens.
Weekly or monthly USDC payouts are becoming the new norm, and honestly, it’s a smart move if you want real engagement.
Here’s a list of projects on #Kaito that are currently paying yappers in stablecoins (only including ones where it’s relatively easy to stay on top) 👇🏻
[1] @OpenledgerHQ: the AI Blockchain, unlocking liquidity to monetize data, models and agents
Reward Pool: $50k/month for top 100 yappers and 2M $OPEN for top 200 yappers at the end of 6 months.
[2] @sophon: a decentralized protocol for verifiable AI outputs with zkTLS, Social Oracle and TEE + MPC Infrastructure
Reward Pool: $150K USDC across 3 months to top 50 yappers
[3] @multiplifi: democratising Yield on Native, Stable and RWAs
Reward Pool: 10K USDC per month to top 50 Yappers on their leaderboard
[4] @campnetworkxyz: an autonomous IP Layer 1 Blockchain
Reward Pool: 0.25% of CAMP to their top 50 yappers and $40K/Month till TGE to their top 20 Yappers, distributed weekly.
[5] @Humanityprot: a decentralized identity network that uses palm recognition to verify users as unique humans without storing personal biometric data.
Reward Pool: 100,000 USDT to top 50 yapper + 0.2% of H supply to Humanity Yappers.
[6] @Novastro_xyz: a modular #RWAfi layer powered by AI Ethereum aligned, scaling across Sui, Arbitrum and Solana.
Reward Pool: 5K USDC for top 20 Yappers and 2.5K USDC for top 10 CN Yappers weekly
[7]@Somnia_Network: the fastest, most efficient EVM L1 for fully on-chain dApps.
Reward Pool: Top 20 yappers split 5K USDC every week, top 100 split 100K Somnia points
I’ve used @gasdotzip more than 20 times. Zero failed txns. No hidden fees. No bullshit.
It started as a way to prep for $ZRO airdrops in 2023…
But two years later, I’m still using it, because it actually fixes a real problem.
▫️Gas shortage on random chains? Fixed.
▫️Need testnet faucet across SEI, Monad, HyperEVM? Done.
▫️Bridge 1 ETH → get 1 ETH. No cuts, no dust.
A few things that surprised me:
– Multi-sender bridging → One txn, multiple chains.
– Dead-simple API → Even non-devs like me can set it up.
– Token deployer on all EVM testnets → Easy testing.
– LayerZero V2 security → This is not some sketchy bridge.
No KYC. No CEX middleman.
Just clean, reliable infra. You should try gas dot zip once, you will know what I am talking about.
It started as a way to prep for $ZRO airdrops in 2023…
But two years later, I’m still using it, because it actually fixes a real problem.
▫️Gas shortage on random chains? Fixed.
▫️Need testnet faucet across SEI, Monad, HyperEVM? Done.
▫️Bridge 1 ETH → get 1 ETH. No cuts, no dust.
A few things that surprised me:
– Multi-sender bridging → One txn, multiple chains.
– Dead-simple API → Even non-devs like me can set it up.
– Token deployer on all EVM testnets → Easy testing.
– LayerZero V2 security → This is not some sketchy bridge.
No KYC. No CEX middleman.
Just clean, reliable infra. You should try gas dot zip once, you will know what I am talking about.
I’ve spent the last few days digging into Omira Labs. It started with a chart that looked like a bottoming setup.
But what really caught my attention was the tech.
This team isn’t just chasing the #AI trend, they’re building something thoughtful, and it shows. So I decided to write about it.
In a market full of vague "AI + crypto" promises, @OmiraAI has a surprisingly clear mission:
→ Combine sentiment, data, and AI to build real prediction tools for DeFi decision-making.
Core Products:
1/ B.B4 Model
A short-term price prediction system that pulls from:
– Real-time chart data.
– Sentiment analysis from X (Twitter).
→ Feels like how we all ape based on hype, except now it’s powered by machine learning.
2/ Omira 0.07 Agent
A personalized AI agent that connects to both B.B4 and B.B4-dL models.
→ Learns your trading behavior and gives tailored insights.
→ Requires 50K $OMIRA to activate.
3/ Enterprise API
A plug-and-play interface giving institutions access to Omira’s intelligence engine.
→ Rare to see this level of enterprise integration in AI x DeFi projects.
4/ Other products: SmartSwap, An AI-powered swap UI that embeds real-time predictions into the trading interface
Omira isn’t stopping at just building tools for individual traders. They’re also offering enterprise-grade APIs so institutions can integrate sentiment models and prediction signals directly into their own strategies.
→ This isn’t “AI for show”, it’s AI for better financial decisions.
Token Utility:
The $OMIRA token plays a central role:
– Required to access the platform’s tools
– Can be staked for rewards
– Supports a buy-and-burn mechanism to reduce supply
MC is still around $1M, tiny, considering the full stack of working products they've already deployed.
If you believe AI will become the core decision layer of #DeFi, then Omira might be one of those early-stage gems worth paying attention to.
But what really caught my attention was the tech.
This team isn’t just chasing the #AI trend, they’re building something thoughtful, and it shows. So I decided to write about it.
In a market full of vague "AI + crypto" promises, @OmiraAI has a surprisingly clear mission:
→ Combine sentiment, data, and AI to build real prediction tools for DeFi decision-making.
Core Products:
1/ B.B4 Model
A short-term price prediction system that pulls from:
– Real-time chart data.
– Sentiment analysis from X (Twitter).
→ Feels like how we all ape based on hype, except now it’s powered by machine learning.
2/ Omira 0.07 Agent
A personalized AI agent that connects to both B.B4 and B.B4-dL models.
→ Learns your trading behavior and gives tailored insights.
→ Requires 50K $OMIRA to activate.
3/ Enterprise API
A plug-and-play interface giving institutions access to Omira’s intelligence engine.
→ Rare to see this level of enterprise integration in AI x DeFi projects.
4/ Other products: SmartSwap, An AI-powered swap UI that embeds real-time predictions into the trading interface
Omira isn’t stopping at just building tools for individual traders. They’re also offering enterprise-grade APIs so institutions can integrate sentiment models and prediction signals directly into their own strategies.
→ This isn’t “AI for show”, it’s AI for better financial decisions.
Token Utility:
The $OMIRA token plays a central role:
– Required to access the platform’s tools
– Can be staked for rewards
– Supports a buy-and-burn mechanism to reduce supply
MC is still around $1M, tiny, considering the full stack of working products they've already deployed.
If you believe AI will become the core decision layer of #DeFi, then Omira might be one of those early-stage gems worth paying attention to.
gHemi,
The Bitcoin DeFi thesis I couldn’t ignore: $HEMI | @hemi_xyz
As a researcher, I’ve read many whitepapers but $HEMI made me stop and re-read it three times.
Why?
Because it doesn’t just offer Bitcoin DeFi like everyone else. It proposes a paradigm shift: BTC that is #DeFi.
We’ve seen attempts before: $WBTC, $tBTC, $renBTC...But they all come with a cost: custodians, trust assumptions, systemic risks.
You trade the very thing that made Bitcoin valuable, decentralization for convenience.
Hemi flips the script.
▫️ No custodians
▫️ No wrapped assets
▫️ No bridges
▫️ Every transaction finalizes on Bitcoin via Proof-of-Proof (PoP)
▫️ Programmable BTC via hVM (a Bitcoin node inside an EVM)
▫️ Fully on-chain, redeemable, and composable
→ Instead of “bringing BTC into DeFi”, Hemi makes BTC natively do #DeFi.
Some numbers that caught my attention:
– $909M+ TVL
– 2.98M+ transactions
– 10,630+ contracts deployed
– Native BTC-backed stablecoin live
– Supports both Solidity + Rust for builders
Why does this matter?
Most so-called "Bitcoin L2s" are repackaged versions of older tech, bolted on with buzzwords. They rely on Ethereum-style infrastructure, or worse centralized custody. Bitcoin becomes a sidekick in its own story.
@hemi_xyz is different.
▫️ Modular rollups that plug directly into Bitcoin security
▫️ hVM allows BTC programmability from within smart contracts
▫️ Native, trustless integration without breaking what makes Bitcoin special
My personal take:
1/ If you thought “Bitcoin can’t do DeFi,” you probably haven’t looked at Hemi.
2/ If you believe BTC is just for holding, maybe it’s time to consider staking it.
3/ And if you’re skipping $HEMI because it isn’t trending on X yet, you might be ignoring the real infrastructure layer of Bitcoin DeFi.
This time, it's not hype. It’s happening.
The Bitcoin DeFi thesis I couldn’t ignore: $HEMI | @hemi_xyz
As a researcher, I’ve read many whitepapers but $HEMI made me stop and re-read it three times.
Why?
Because it doesn’t just offer Bitcoin DeFi like everyone else. It proposes a paradigm shift: BTC that is #DeFi.
We’ve seen attempts before: $WBTC, $tBTC, $renBTC...But they all come with a cost: custodians, trust assumptions, systemic risks.
You trade the very thing that made Bitcoin valuable, decentralization for convenience.
Hemi flips the script.
▫️ No custodians
▫️ No wrapped assets
▫️ No bridges
▫️ Every transaction finalizes on Bitcoin via Proof-of-Proof (PoP)
▫️ Programmable BTC via hVM (a Bitcoin node inside an EVM)
▫️ Fully on-chain, redeemable, and composable
→ Instead of “bringing BTC into DeFi”, Hemi makes BTC natively do #DeFi.
Some numbers that caught my attention:
– $909M+ TVL
– 2.98M+ transactions
– 10,630+ contracts deployed
– Native BTC-backed stablecoin live
– Supports both Solidity + Rust for builders
Why does this matter?
Most so-called "Bitcoin L2s" are repackaged versions of older tech, bolted on with buzzwords. They rely on Ethereum-style infrastructure, or worse centralized custody. Bitcoin becomes a sidekick in its own story.
@hemi_xyz is different.
▫️ Modular rollups that plug directly into Bitcoin security
▫️ hVM allows BTC programmability from within smart contracts
▫️ Native, trustless integration without breaking what makes Bitcoin special
My personal take:
1/ If you thought “Bitcoin can’t do DeFi,” you probably haven’t looked at Hemi.
2/ If you believe BTC is just for holding, maybe it’s time to consider staking it.
3/ And if you’re skipping $HEMI because it isn’t trending on X yet, you might be ignoring the real infrastructure layer of Bitcoin DeFi.
This time, it's not hype. It’s happening.
Still clicking on trash tasks?
Drop the nonsense and check this out 👇
I jumped into a P2E but not another boring clicker.
This one blends Web3 and mindfulness from Web2
Rest = Earn.
@timesoulcom is an app where you meditate, walk, breathe and get tokens for it.
- Right now: EXTRA farming, tokens coming in fast.
- Listing in Q2. What you farm now → becomes $token.
BUT! Farming continues after listing too, just slower.
Bored? Sell your NFT and bounce.
PS: you won’t get bored.
It’s play-to-earn with a clear idea, real product, and long-term vision.
→ Built by the founder of Wikium (8M+ users).
→ Partners include STEPN, Venom and other legends.
(imagine when they bring in the Web2 crowd…)
They’ve got it all:
– App for iOS / Android
– 2 NFT collections (TimeBox used for farming)
– Full Web3 platform + bot
💸 NFTs from $100, could ROI already at listing
📲 Buy TimeBox and start farming - https://t.co/YITKTMOLx1
🤖 Bot for giveaways & support - https://t.co/4uETayoLDo
Extra farm is live, get in while the boost is hot!
Drop the nonsense and check this out 👇
I jumped into a P2E but not another boring clicker.
This one blends Web3 and mindfulness from Web2
Rest = Earn.
@timesoulcom is an app where you meditate, walk, breathe and get tokens for it.
- Right now: EXTRA farming, tokens coming in fast.
- Listing in Q2. What you farm now → becomes $token.
BUT! Farming continues after listing too, just slower.
Bored? Sell your NFT and bounce.
PS: you won’t get bored.
It’s play-to-earn with a clear idea, real product, and long-term vision.
→ Built by the founder of Wikium (8M+ users).
→ Partners include STEPN, Venom and other legends.
(imagine when they bring in the Web2 crowd…)
They’ve got it all:
– App for iOS / Android
– 2 NFT collections (TimeBox used for farming)
– Full Web3 platform + bot
💸 NFTs from $100, could ROI already at listing
📲 Buy TimeBox and start farming - https://t.co/YITKTMOLx1
🤖 Bot for giveaways & support - https://t.co/4uETayoLDo
Extra farm is live, get in while the boost is hot!
gMantle,
You can tell when a chain actually understands #DeFi. It’s when the infrastructure itself starts shaping how users earn, manage risk, and stay sticky.
That’s what’s @Mantle_Official lock in!
Between @mETHProtocol and @pendle_fi, they’re not just supporting DeFi, they’re building a native yield machine into the chain itself.
#Mantle’s mETH Protocol is already one of the most efficient LSPs in the game:
✅ $940M+ in TVL, making it the 8th largest ETH staking protocol.
✅ Liquid staking via $mETH: a yield-bearing receipt token you can trade or use across DeFi.
✅ Easy entry, composability with lending/LP platforms, and restaking support via #EigenLayer.
✅ Now live on Mantle’s own #HyperEVM, bringing native stakers into the Mantle economy.
And now with #Pendle integration, that yield becomes programmable.
By depositing $cmETH into Pendle, users unlock two key options:
1/ YT cmETH
– Earn speculative, high-multiplier rewards
– Eligible for 40x Powder in #Methamorphosis S3
– Tradable before maturity, but decays over time
2/ LP cmETH
– Stable long-term exposure
– Earns Pendle incentives, swap fees, and Powder
– No lock-up, no decay, flexible exit anytime
It’s #Mantle’s strategy. While most L2s race for volume or bridges, Mantle is embedding modular yield systems directly into the protocol.
→ Native staking with #DeFi utility
→ Restaking, yield trading, and reward loops
→ A narrative-backed “DeFi Paradise” that’s actually functional
To getting started with $mETH on Pendle, check more here:
You can tell when a chain actually understands #DeFi. It’s when the infrastructure itself starts shaping how users earn, manage risk, and stay sticky.
That’s what’s @Mantle_Official lock in!
Between @mETHProtocol and @pendle_fi, they’re not just supporting DeFi, they’re building a native yield machine into the chain itself.
#Mantle’s mETH Protocol is already one of the most efficient LSPs in the game:
✅ $940M+ in TVL, making it the 8th largest ETH staking protocol.
✅ Liquid staking via $mETH: a yield-bearing receipt token you can trade or use across DeFi.
✅ Easy entry, composability with lending/LP platforms, and restaking support via #EigenLayer.
✅ Now live on Mantle’s own #HyperEVM, bringing native stakers into the Mantle economy.
And now with #Pendle integration, that yield becomes programmable.
By depositing $cmETH into Pendle, users unlock two key options:
1/ YT cmETH
– Earn speculative, high-multiplier rewards
– Eligible for 40x Powder in #Methamorphosis S3
– Tradable before maturity, but decays over time
2/ LP cmETH
– Stable long-term exposure
– Earns Pendle incentives, swap fees, and Powder
– No lock-up, no decay, flexible exit anytime
It’s #Mantle’s strategy. While most L2s race for volume or bridges, Mantle is embedding modular yield systems directly into the protocol.
→ Native staking with #DeFi utility
→ Restaking, yield trading, and reward loops
→ A narrative-backed “DeFi Paradise” that’s actually functional
To getting started with $mETH on Pendle, check more here:
Some thoughts this weekend.
Many people are buying #VIRTUAL, $KAITO just to stake them in hopes of an airdrop. But before any rewards drop, the token dumps 30–40%. You're left holding the bag.
My friend bought $10K worth of $KAITO at $1.9 and staked it for the airdrop. He hasn’t received a single reward, but he’s already down $3.2K because $KAITO dumped 32%.
And remember:
Free to earn (YAP to earn) is always safer than stake to earn.
Don’t let airdrop campaigns turn you into exit liquidity for others.
Happy weekend!
Many people are buying #VIRTUAL, $KAITO just to stake them in hopes of an airdrop. But before any rewards drop, the token dumps 30–40%. You're left holding the bag.
My friend bought $10K worth of $KAITO at $1.9 and staked it for the airdrop. He hasn’t received a single reward, but he’s already down $3.2K because $KAITO dumped 32%.
And remember:
Free to earn (YAP to earn) is always safer than stake to earn.
Don’t let airdrop campaigns turn you into exit liquidity for others.
Happy weekend!
AI is getting smarter off your data, your creations, your voice.
What @campnetworkxyz is building is to enhance #AI even more effective & safe.
$CAMP = An IP AI-native L1 where you own the rails.
Let me break it down 👇
[1] IP is fuel for #AI
But most of it is scraped, siloed, and unattributed.
@campnetworkxyz is using its Origin SDK, you can onboard your IP (music, writing, art, data) → fine-tune agents on top → and register it on-chain with full provenance.
[2] This IP becomes programmable.
With Camp’s Proof of Provenance (PoP), you embed usage rights, licensing terms, and attribution directly into the asset.
Which means:
- #AI can only train on IP you approve
- Royalties flow automatically
- You don’t just protect your work, you deploy it
[3] Enter the mAItrix SDK
It’s Camp’s native AI agent framework, letting you spin up agents that remix, create, and monetize, all tied to your registered IP.
Think:
→ Music agents remixing licensed tracks
→ Writing bots trained on your novels
→ #AI characters born from user-owned lore
And it's all frictionless:
→ Gasless IP registration
→ Universal accounts
→ Isolated compute per app chain
[3] A simple use case:
An indie musician uploads a track, sets a 5% royalty for remix rights → any AI remix using that track automatically pays the creator.
So you know your agents run on licensed content with provenance = power.
The #AI agent economy is coming fast.
Camp is making sure you own it with IP license integrated.
What @campnetworkxyz is building is to enhance #AI even more effective & safe.
$CAMP = An IP AI-native L1 where you own the rails.
Let me break it down 👇
[1] IP is fuel for #AI
But most of it is scraped, siloed, and unattributed.
@campnetworkxyz is using its Origin SDK, you can onboard your IP (music, writing, art, data) → fine-tune agents on top → and register it on-chain with full provenance.
[2] This IP becomes programmable.
With Camp’s Proof of Provenance (PoP), you embed usage rights, licensing terms, and attribution directly into the asset.
Which means:
- #AI can only train on IP you approve
- Royalties flow automatically
- You don’t just protect your work, you deploy it
[3] Enter the mAItrix SDK
It’s Camp’s native AI agent framework, letting you spin up agents that remix, create, and monetize, all tied to your registered IP.
Think:
→ Music agents remixing licensed tracks
→ Writing bots trained on your novels
→ #AI characters born from user-owned lore
And it's all frictionless:
→ Gasless IP registration
→ Universal accounts
→ Isolated compute per app chain
[3] A simple use case:
An indie musician uploads a track, sets a 5% royalty for remix rights → any AI remix using that track automatically pays the creator.
So you know your agents run on licensed content with provenance = power.
The #AI agent economy is coming fast.
Camp is making sure you own it with IP license integrated.
Why is @SonicLabs | $S Cooling Down?
Here’s what the onchain tells us.
I’ve been tracking $S since the rebrand hype, and while it was one of the fastest-growing L1s this cycle, the recent slowdown is real and measurable.
Let’s dive in:
[1] TVL → -35% from local top
At its peak, Sonic was flirting with $1.2B TVL.
Today it’s $768M, down -36% since early May.
Outflows are visible across stablecoin positions → down -13.9% in the past 7D.
And bridged TVL is flat at ~$597M. Capital’s rotating out.
[2] Price Action = Reflexive Downtrend
$S is now ~$0.38, down -62% from its Feb ATH of $0.988.
Even worse, volume is drying up across all major CEXs (Binance, Bybit, HTX...) with ~$73M 24h vol against a $1.19B mcap
→ 0.06x vol/mcap ratio = thin liquidity.
[3] User Activity → Falling Hard
Daily active users: ~50.5K
That’s a massive drop from the March-April peak of 120K+.
Spot volume has also dropped to ~$62.8M, and daily transactions are slowing despite low fees.
[4] Dev Activity → Slowing Ecosystem Buildout
Weekly core devs are steadily declining.
And while @SonicLabs’s fee model 90% back to devs is clever, it’s not preventing the drop in builder activity, likely due to diminishing token incentives & lack of sticky use cases.
[5] Revenue is Decent, But Not Enough to Offset Drop
In the last 24h:
- App Revenue: $62.4K
- Chain Fees: $6.8K
- DEX volume: $89.2M
These are solid, but nowhere near the levels needed to maintain a $1.2B FDV narrative without continued user growth.
So what happened?
From what I see:
- Hype + rebrand drove initial surge
- But sticky demand, repeat users, and real app flywheels never followed
This is a reflection of what happens when chain growth outpaces app-layer stickiness.
The question now is can @SonicLabs and @AndreCronjeTech find a second wind?
I’m still watching the fee rebate model and possible app incentives.
But until user retention improves or flagship apps emerge… @SonicLabs stays on cooldown.
Here’s what the onchain tells us.
I’ve been tracking $S since the rebrand hype, and while it was one of the fastest-growing L1s this cycle, the recent slowdown is real and measurable.
Let’s dive in:
[1] TVL → -35% from local top
At its peak, Sonic was flirting with $1.2B TVL.
Today it’s $768M, down -36% since early May.
Outflows are visible across stablecoin positions → down -13.9% in the past 7D.
And bridged TVL is flat at ~$597M. Capital’s rotating out.
[2] Price Action = Reflexive Downtrend
$S is now ~$0.38, down -62% from its Feb ATH of $0.988.
Even worse, volume is drying up across all major CEXs (Binance, Bybit, HTX...) with ~$73M 24h vol against a $1.19B mcap
→ 0.06x vol/mcap ratio = thin liquidity.
[3] User Activity → Falling Hard
Daily active users: ~50.5K
That’s a massive drop from the March-April peak of 120K+.
Spot volume has also dropped to ~$62.8M, and daily transactions are slowing despite low fees.
[4] Dev Activity → Slowing Ecosystem Buildout
Weekly core devs are steadily declining.
And while @SonicLabs’s fee model 90% back to devs is clever, it’s not preventing the drop in builder activity, likely due to diminishing token incentives & lack of sticky use cases.
[5] Revenue is Decent, But Not Enough to Offset Drop
In the last 24h:
- App Revenue: $62.4K
- Chain Fees: $6.8K
- DEX volume: $89.2M
These are solid, but nowhere near the levels needed to maintain a $1.2B FDV narrative without continued user growth.
So what happened?
From what I see:
- Hype + rebrand drove initial surge
- But sticky demand, repeat users, and real app flywheels never followed
This is a reflection of what happens when chain growth outpaces app-layer stickiness.
The question now is can @SonicLabs and @AndreCronjeTech find a second wind?
I’m still watching the fee rebate model and possible app incentives.
But until user retention improves or flagship apps emerge… @SonicLabs stays on cooldown.
gVirtuals,
I’m not missing out on @virtuals_io | $VIRTUAL this season.
We can farm Virgen Points, join the Genesis Launchpad, and potentially walk away with 50x–300x returns. Not bad, right?
I’ve already staked and connected my X account to Virtuals.
If you haven’t done it yet, you can join using my referral link: https://t.co/jRwqEX8PAf
I also allocated some of my Virgen Points to $IRIS, which is powered by @NethermindEth’s AuditAgent.
Let me walk you through some top ROI plays from @virtuals_io. Then you can decide whether to dive in or not.
[1] @solacelaunch | $SOLACE - 300x
The king with 2550% oversubscription = High conviction, high reward.
Your emotionally intelligent #AI companion
Winner Virtuals Hackathon
Genesis ROI math looked like a meme.
[2] @BasisOS | $BIOS - 110x
AI-native finance infra.
Autonomously capturing long-tail basis yields for AI agents and humans.
Backed by narrative, dev activity, and a mcap that touched $30M.
[3] @AIxVC_Axelrod | $AXR - 100x
Multi-Chain Processing + Agent Protocol = sharp AI thesis.
Autonomous Hedge Fund.
Quietly one of the smartest allocations in the ecosystem.
[4] @arbusai | $ARBUS - 80x
Another 8-figure mcap player.
The AI market intelligence layer for #InfoFi.
Less noise, same output. ROI truthers know.
[5] $VIRGEN - 60x
The OG points narrative.
Still delivering across waves.
Call it the ecosystem’s beating heart.
[6] $ROBOT - 44x
Less known, more grown.
Still digging into its core value, but the ROI math checks out.
If you want to position for the next one, I’d recommend you to:
→ Stack $VIRTUAL
→ Earn Virgen Points (yap/stake)
→ Watch oversubscription levels
→ Track early whispers on X
Alpha’s still here, you just need to show up early.
I’m not missing out on @virtuals_io | $VIRTUAL this season.
We can farm Virgen Points, join the Genesis Launchpad, and potentially walk away with 50x–300x returns. Not bad, right?
I’ve already staked and connected my X account to Virtuals.
If you haven’t done it yet, you can join using my referral link: https://t.co/jRwqEX8PAf
I also allocated some of my Virgen Points to $IRIS, which is powered by @NethermindEth’s AuditAgent.
Let me walk you through some top ROI plays from @virtuals_io. Then you can decide whether to dive in or not.
[1] @solacelaunch | $SOLACE - 300x
The king with 2550% oversubscription = High conviction, high reward.
Your emotionally intelligent #AI companion
Winner Virtuals Hackathon
Genesis ROI math looked like a meme.
[2] @BasisOS | $BIOS - 110x
AI-native finance infra.
Autonomously capturing long-tail basis yields for AI agents and humans.
Backed by narrative, dev activity, and a mcap that touched $30M.
[3] @AIxVC_Axelrod | $AXR - 100x
Multi-Chain Processing + Agent Protocol = sharp AI thesis.
Autonomous Hedge Fund.
Quietly one of the smartest allocations in the ecosystem.
[4] @arbusai | $ARBUS - 80x
Another 8-figure mcap player.
The AI market intelligence layer for #InfoFi.
Less noise, same output. ROI truthers know.
[5] $VIRGEN - 60x
The OG points narrative.
Still delivering across waves.
Call it the ecosystem’s beating heart.
[6] $ROBOT - 44x
Less known, more grown.
Still digging into its core value, but the ROI math checks out.
If you want to position for the next one, I’d recommend you to:
→ Stack $VIRTUAL
→ Earn Virgen Points (yap/stake)
→ Watch oversubscription levels
→ Track early whispers on X
Alpha’s still here, you just need to show up early.
Yeah, I'm lucky.
I cut $TAO at $300 and rotated into ETH.
Stopped out of $KAITO at $1 before it dropped to $0.9, moved that into $ETH too.
Sold $LDO at $1.2 and again, went all in on $ETH.
As I mentioned before, I swapped most of my stablecoins on DEX to $ETH at $2100. Then ETH dropped to $1400, someone laughed me lmao.
After that, I bought 30% more from my CEX stables at $1520. Then 40% more at $1806.
Now ETH is at $2850. Some say I got lucky. Maybe.
But conviction looks like luck in hindsight.
I cut $TAO at $300 and rotated into ETH.
Stopped out of $KAITO at $1 before it dropped to $0.9, moved that into $ETH too.
Sold $LDO at $1.2 and again, went all in on $ETH.
As I mentioned before, I swapped most of my stablecoins on DEX to $ETH at $2100. Then ETH dropped to $1400, someone laughed me lmao.
After that, I bought 30% more from my CEX stables at $1520. Then 40% more at $1806.
Now ETH is at $2850. Some say I got lucky. Maybe.
But conviction looks like luck in hindsight.
gSoul,
Cross-chain lending isn’t just broken, it’s under-monetized.
The sector has over $52B in TVL, yet users still can’t borrow on #Arbitrum with collateral on #Ethereum.
They’ve built lending layers worth billions but they’ve never connected them.
Here’s what the data shows:
@aave ($24.8B) and @MorphoLabs ($3.9B) dominate lending TVL across 17–18 chains
Yet each chain acts like a silo, no shared collateral, no unified risk layer
#DeFi generates ~$82M in 30d fees, but only $13.5M becomes real revenue
Active loans sit at $24.9B, but almost all are trapped in isolated systems
That's the structural inefficiency.
What @0xSoulProtocol is doing is an interoperability unlock for $52B+ of dormant potential.
Instead of competing with Aave, Compound, or Morpho… $SO coordinates them.
Deposit $USDC on Ethereum → earn Aave yield
Use the sToken as cross-chain collateral on Arbitrum
Borrow ETH on #Base, close it from #Polygon, repay in gas of your choice
Soul built a modular cross-chain stack:
✅ Controller tracks positions + risk across chains
✅ Router relays data via @LayerZero_Core, @axelar, @wormhole, @chainlink CCIP
✅ Invoker lets you close positions from any chain
✅ InterestStrategy abstracts protocol logic so sTokens are plug-and-play
To me, this unlocks 3 big opportunities:
[1] Liquidity optimization
Imagine all idle assets earning on-chain yield while being usable elsewhere.
That’s new capital efficiency for whales, DAOs, and LPs.
[2] Risk-aware DeFi UX
Most liquidation engines today are dumb.
@0xSoulProtocol’s Controller brings context, cross-chain position health, real-time collateral tracking.
[3] Composable credit layers
With unified positions, developers can build credit scoring, undercollateralized products, or new LST-style abstractions on top.
DeFi lending has outgrown its infra and @0xSoulProtocol is fixing UX pain + reorganizing the stack.
And if that works, the next lending meta might not be about new protocols but the ones that finally connect everything.
Cross-chain lending isn’t just broken, it’s under-monetized.
The sector has over $52B in TVL, yet users still can’t borrow on #Arbitrum with collateral on #Ethereum.
They’ve built lending layers worth billions but they’ve never connected them.
Here’s what the data shows:
@aave ($24.8B) and @MorphoLabs ($3.9B) dominate lending TVL across 17–18 chains
Yet each chain acts like a silo, no shared collateral, no unified risk layer
#DeFi generates ~$82M in 30d fees, but only $13.5M becomes real revenue
Active loans sit at $24.9B, but almost all are trapped in isolated systems
That's the structural inefficiency.
What @0xSoulProtocol is doing is an interoperability unlock for $52B+ of dormant potential.
Instead of competing with Aave, Compound, or Morpho… $SO coordinates them.
Deposit $USDC on Ethereum → earn Aave yield
Use the sToken as cross-chain collateral on Arbitrum
Borrow ETH on #Base, close it from #Polygon, repay in gas of your choice
Soul built a modular cross-chain stack:
✅ Controller tracks positions + risk across chains
✅ Router relays data via @LayerZero_Core, @axelar, @wormhole, @chainlink CCIP
✅ Invoker lets you close positions from any chain
✅ InterestStrategy abstracts protocol logic so sTokens are plug-and-play
To me, this unlocks 3 big opportunities:
[1] Liquidity optimization
Imagine all idle assets earning on-chain yield while being usable elsewhere.
That’s new capital efficiency for whales, DAOs, and LPs.
[2] Risk-aware DeFi UX
Most liquidation engines today are dumb.
@0xSoulProtocol’s Controller brings context, cross-chain position health, real-time collateral tracking.
[3] Composable credit layers
With unified positions, developers can build credit scoring, undercollateralized products, or new LST-style abstractions on top.
DeFi lending has outgrown its infra and @0xSoulProtocol is fixing UX pain + reorganizing the stack.
And if that works, the next lending meta might not be about new protocols but the ones that finally connect everything.
GM bulls,
$ETH just keeps moving up and this time, it’s different.
For a while, people kept saying "ETH is dead." But the big players never stopped building around it.
In the last two months, ETH quietly flipped the narrative:
– It rebounded harder than BTC from the bottom
– Sentiment has shifted from FUD to quiet confidence
– Projects like SharpLink Gaming are betting their whole flywheel on ETH, similar to Strategy’s playbook
What surprised me most is how clear the signal became once noise faded. ETH didn’t need hype. It just needed time.
Elsewhere, DeFi protocols are waking up too, maybe triggered by SEC’s latest comments about a DeFi exemption.
$AAVE, $UNI, $MKR, $HOME: all showing signs of life.
And in #InfoFi, $KAITO and $COOKIE continue to gain attention as data becomes a new yield source.
I don’t know if this is the altseason. But if ETH is the barometer, then something’s brewing.
$ETH just keeps moving up and this time, it’s different.
For a while, people kept saying "ETH is dead." But the big players never stopped building around it.
In the last two months, ETH quietly flipped the narrative:
– It rebounded harder than BTC from the bottom
– Sentiment has shifted from FUD to quiet confidence
– Projects like SharpLink Gaming are betting their whole flywheel on ETH, similar to Strategy’s playbook
What surprised me most is how clear the signal became once noise faded. ETH didn’t need hype. It just needed time.
Elsewhere, DeFi protocols are waking up too, maybe triggered by SEC’s latest comments about a DeFi exemption.
$AAVE, $UNI, $MKR, $HOME: all showing signs of life.
And in #InfoFi, $KAITO and $COOKIE continue to gain attention as data becomes a new yield source.
I don’t know if this is the altseason. But if ETH is the barometer, then something’s brewing.
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