Kite: $33 million financing behind the agency trust flywheel
Financing is often a barometer of project value, and Kite's $18 million Series A (totaling $33 million, led by PayPal Ventures and General Catalyst) goes far beyond just funding; it marks a pivotal moment in the maturity of agency payment infrastructure. Kite's EVM Layer 1 is specifically designed for AI agent coordination: compatible with Ethereum toolchain but optimized for agent-specific needs, such as micro-payment batching and event subscription, ensuring transaction latency between agents as low as milliseconds.
The core competitiveness lies in the fusion of three-layer identity and the SPACE framework: identity separation prevents single points of failure, and SPACE achieves "provably autonomous" through TEE + ZK—when agents execute payments, they generate a tamper-proof proof chain, allowing users to audit at any time without exposing privacy. This addresses the three major pain points of the agency economy: lack of trust (historical trajectory public scoring), compliance challenges (built-in policy engine for automatic enforcement), and data bottlenecks (cross-agent learning sharing knowledge graphs).
The progressive utility design of the $KITE token ensures sustainable growth: the first phase focuses on ecosystem bootstrapping, where users deploy agents or participate in testnet tasks to immediately earn $KITE incentives, rapidly accumulating TVL; the second phase activates staking and governance, with veKITE holders voting to determine upgrade paths, such as expanding to multi-chain bridging or integrating privacy computation. At the same time, 40% of transaction fees are used to buy back $KITE , forming a deflationary mechanism, allowing long-term holders to enjoy annualized returns of 15%+.
The CEO recently analyzed the reconstruction of payments in the agency era on a podcast, emphasizing how Kite breaks the data monopoly of Big Tech. Through the SPACE framework detailed in the white paper, Kite invites developers to co-build: from simple payment agents to complex DAO coordination, everything is programmable. When agencies become economic entities, Kite's trust flywheel will drive exponential adoption—this is the most certain AI x blockchain narrative for 2025.
Payment Infrastructure for Agency Economics: The EVM Layer 1 Revolution of Kite
By the end of 2025, AI agents will have transitioned from science fiction to reality: they make autonomous decisions, collaborate across platforms, yet often encounter bottlenecks in payments—lacking unified identity standards, facing real-time settlement constraints, and governance loopholes. The Kite blockchain, as an EVM-compatible Layer 1, is designed specifically to fill this gap: it supports seamless migration of Solidity contracts while incorporating agent optimizations such as parallel session handling and event-driven payments to ensure a throughput exceeding 100,000 TPS.
The three-layer identity system is the security cornerstone of Kite: the user layer anchors to real-world identity (integrating DID and biometric authentication), the agent layer encapsulates task logic (permissions programmable, such as capped transfers or condition-triggered actions), while the session layer dynamically generates temporary keys (to prevent replay attacks). This design allows agent transactions to flow smoothly: when an e-commerce agent places an order, the session layer verifies the seller's credit, the agent layer executes the payment, and the on-chain settlement occurs instantly—without human intervention, reducing risk to one in ten thousand.
The SPACE framework provides trust assurance: it utilizes zero-knowledge proofs to hide sensitive data while publicly auditing the trail; agents learn from on-chain history, and service providers compete through reputation scores. This not only enhances efficiency but also gives rise to new business models, such as 'credit leasing' or 'task crowdsourcing' between agents. The token $KITE empowers the ecosystem in two phases: initially attracting developers and users through airdrops and task rewards to stimulate dApp launches; later, staking unlocks governance and transaction fee dividends, allowing holders to propose upgrades to network parameters, such as integrating more oracles to support off-chain data.
After the announcement of a $33 million funding round, the activity level of the Kite community surged, and the speech at the NextGen AI Dubai summit further amplified its impact. Kite is not a payment app; it is the Visa of the agency era—when the scale of the AI economy exceeds $50 trillion, Kite will capture the richest payment dividends within it.
Why is the Lorenzo Protocol becoming the most important allocation for institutions in 2025?
In December 2025, if you ask global crypto hedge funds which underlying protocol they favor the most, the Lorenzo Protocol will definitely come up frequently. The reason can be summed up in one sentence: it allows institutions to directly distribute the sharpest Alpha of the crypto world to global users in a compliant, transparent, and composable manner for the first time.
The reasons institutions choose Lorenzo are cold and rational: - Strategic level: All the quantitative teams involved come from traditional finance, with annual returns of 18%-60% and a maximum drawdown of <10%, far exceeding most crypto-native funds; - Compliance level: All vault assets are managed by licensed custodians, with on-chain audits and off-chain annual reports providing dual disclosures, directly usable for institutional-level due diligence; - Liquidity level: OTF shares are ERC-20, can be split into principal and earnings on Pendle, can be used as collateral for loans on Aave, and can be shorted for hedging on derivatives protocols, making composability far superior to traditional funds; - Fee level: 2/20 standard structure, but 70% of management fees are directly used to repurchase $BANK , resulting in actual fees as low as 0.6/6 after institutional staking, offering a cost-performance ratio that crushes traditional asset management.
Several top Macro funds have quietly listed Lorenzo OTF as a “core satellite strategy for crypto Alpha,” and it is expected that the proportion of institutional funds will rapidly increase from the current 28% to over 60% by 2025.
When Wall Street finally finds an on-chain path that retains high yields while meeting compliance and liquidity, the Lorenzo Protocol and $BANK are destined to become the most certain institutional narrative in this bull market.
Why is now the best time to go All in on Injective?
In December 2025, Injective is welcoming the strongest fundamental resonance in history:
1. The native EVM mainnet is launching, with over 40 leading dApps migrating simultaneously, officially starting the MultiVM era; 2. NYSE-listed company Pineapple Financial has established a $100 million INJ treasury, continuously buying in the open market; 3. The US INJ spot ETF is entering the final approval stage and is about to land on Wall Street; 4. On-chain institutions-level RWA assets such as Nvidia, gold, foreign exchange, and digital asset treasuries are fully circulating; 5. Sub-second finality + deterministic zero Gas provides an ultimate experience, making Injective the top choice for institutional trading.
In the past three years, Injective has proven itself with performance and interoperability; in the coming year, it will prove itself with institutional capital and compliant channels. On the day the ETF goes live, trillions of dollars in traditional funds will flow in through the most familiar channels, and the first to sense this wave will always be the on-chain native users.
Holding INJ now means not just holding a native token of a Layer-1, but holding core equity in the future global on-chain financial operating system. When Wall Street, RWA, institutional capital, and extreme performance all point to the same public chain, a historic opportunity is right in front of us.
Falcon Finance and $FF : The Most Undervalued Liquidity Narrative of 2025
In December 2025, while the market is still chasing various short-term trends, Falcon Finance is quietly shaking the very foundations of on-chain liquidity. Currently, the protocol's TVL has exceeded $1.8 billion, with USDf circulation at $720 million, over 50 types of collateral assets, yet it remains severely undervalued.
$FF as the protocol's native token captures three rigid demands: 1. Governance: Deciding on new collateral listings and collateral rate parameters; 2. Insurance Fund: 20% of the protocol's revenue is permanently locked into the insurance pool, where holders can stake to share in bad debt compensation and excess returns; 3. Real Cost Value: 50% of the interest paid on each USDf loan is used to buy back $FF , and 30% goes to veFF staker dividends.
What is even more frightening is the positive flywheel: the larger the issuance of USDf → the higher the interest income → the more aggressive the buybacks of $FF → the more veFF locked up → the more decentralized governance → more quality assets joining the treasury → the issuance of USDf reaches new highs. Currently, the protocol's annual income has exceeded $40 million, with over 80% converted into buying pressure for $FF . When the scale of USDf surpasses $5 billion to $10 billion, the annualized buyback yield will easily exceed 60%.
What Falcon Finance is doing is turning all the assets in the crypto world into cash flow that can be accessed at any time, and $FF is the only key to this cash flow's main valve. In the next bull market, the real alpha is not about chasing how many times the tokens rise, but about preemptively positioning oneself in the underlying liquidity infrastructure.
In the past five years, the deepest nightmare for DeFi users has been summed up in one word: Liquidation. In May 2022, March 2023, and November 2024, every major drop was accompanied by forced liquidations amounting to billions of dollars, wiping out countless leveraged players. The emergence of Falcon Finance has directly declared a death sentence on the species of 'forced liquidation' from a mechanistic perspective.
Falcon's universal collateral vault employs the world's only 'no liquidation' design: 1. All collateral is converted to collateral ratios based on real-time on-chain depth, with a maximum of 90%; 2. When the collateral ratio falls below a safe threshold, the system only lowers the future collateral factor for that asset, without triggering any forced sales; 3. Users can replenish any asset supported by the vault at any time to restore the collateral ratio or directly return USDf to redeem the original asset.
This means that even if BTC crashes by 40%, your stETH collateral position will not be liquidated; at most, you will just temporarily be unable to borrow new USDf. In extreme market conditions, the only thing users need to do is wait for prices to rebound or switch to higher quality collateral.
This design has completely liberated the collateral value of long-tail assets: assets like YT, OP LP, and even meme coin LP that were previously rejected by lending protocols due to high volatility can now mint USDf with a collateral ratio of 60%-80%. The stagnant capital has been activated, enhancing the overall on-chain liquidity efficiency by an order of magnitude.
When the fear of liquidation disappears entirely, users will dare to convert 80%-90% of their positions into liquid dollars to engage in leverage, arbitrage, and yield enhancement, leading to an exponential increase in on-chain capital turnover. Falcon Finance is transitioning DeFi from the 'high yield, high risk' era to a new era of 'high yield, zero liquidation'.
From Filipino Guild to Global Player Nation: YGG Play Launchpad's Inclusive Finance Experiment
YGG first gained fame in the Philippines Axie community, where outsiders only saw the headline 'Play-to-Earn allows ordinary people to earn thousands a month,' but overlooked the deeper significance: it was the first time ordinary people without bank accounts or credit cards could earn globally tradable crypto assets through gaming. YGG Play Launchpad is the 2.0 version of this experiment.
The task design of the Launchpad intentionally lowers the barriers: the beginner tutorial tasks only take 5 minutes, and casual activities like daily check-ins, planting, and feeding can accumulate points; while high-level competitive tasks remain for hardcore players to climb the ranks. Whether you are a student in Southeast Asia, a freelancer in Latin America, or a full-time mom in North America, you can find a way to participate that suits you. More importantly, all reward tokens support instant withdrawal to low-fee chains like Ronin, Polygon, and Base, truly achieving 'earn a dollar, withdraw a dollar.'
The YGG treasury and SubDAO mechanism have organized global players into a super alliance: the Philippine SubDAO is responsible for attracting new users with airdrops, the Indonesian SubDAO focuses on competitive rankings, and the Brazilian SubDAO operates the Portuguese-speaking community... each regional guild serves as both a localized operations center and a profit distribution center. When new games launch on the Launchpad, these SubDAOs quickly organize thousands of players to push games to peak simultaneous online interactions on-chain, which in turn benefits the global treasury.
This is no longer a company but a digital nation jointly owned, governed, and profited from by global players. And $YGG is the currency and ballot of this nation.
veBANK: The Most Underestimated Governance Token Flywheel of 2025
While countless governance tokens have become 'air', Lorenzo Protocol has quietly built one of the most hardcore positive flywheels in the crypto world: the veBANK economic model.
The mechanism is simple yet extremely fierce: 1. 70% of the protocol's total revenue (management fees + performance commissions) is directly used for market repurchase of $BANK ; 2. The repurchased BANK is 100% allocated to a 'national treasury vault' with a linear release over 12 months, and only veBANK holders can claim it proportionally; 3. The longer the lock-up period, the higher the claim multiplier, up to 4 times over a maximum period of 4 years.
This means that as the OTF management scale grows, the repurchase intensity will increase exponentially, and only long-term locked veBANK holders will truly benefit from the repurchase dividends. Short-term speculators can only watch helplessly as their chips are diluted by long-termists.
Currently, the protocol has launched 8 vaults, with AUM exceeding $420 million, monthly management fee income of approximately $4 million, translating to an annualized repurchase amount of over $30 million. With more top quantitative teams lining up to connect (3 CTA teams with annualized returns exceeding 30% are already under audit), an AUM of $5 billion in 2025 is not a fantasy; by then, the monthly repurchase amount will reach an astonishing $8 million to $10 million.
When repurchases become rigidly fulfilled and claiming requires long-term locking, veBANK will become one of the few governance tokens that truly achieve 'locking equals getting rich'.
From Private Equity to On-Chain Public Offerings: How Lorenzo OTF is Redefining the $100 Trillion Asset Management Game
There is an iron law in the traditional fund industry: strategies that truly make money are never sold to retail investors. Volatility arbitrage, CTA trends, statistical arbitrage, convertible bond Gamma trading... These annualized Alphas of 15%-40% could only be accessed through private funds with a minimum investment of $10 million. Lorenzo Protocol has completely torn apart this iron law in less than two years.
Through the OTF framework, Lorenzo packages each strategy into an ERC-20 token, allowing users to subscribe in real-time at NAV with a minimum of $100. All vaults are managed jointly by on-chain multi-signatures and professional custodians (Coinbase Prime, Fireblocks), with strategy parameters, position details, and daily PnL all traceable on-chain, offering transparency far exceeding that of 99% of traditional hedge funds.
Even more critically is liquidity: traditional private funds are often locked up for 1-3 years, while OTF shares can be traded instantly on protocols like Uniswap V3 and Pendle, and can even be used as collateral for loans on Aave. This means that investors can enjoy institutional-level returns while retaining the unique flexibility of the crypto world.
Holders of $BANK are becoming the biggest beneficiaries of this revolution: the protocol has announced that starting Q1 2025, 70% of all vault management fees (2/20 structure) will be used for real-time buybacks of BANK, with the remaining 30% going into the veBANK staker dividend pool. When the management scale surpasses $1 billion, the annualized buyback yield will easily exceed 40%, far surpassing most staking projects.
What Lorenzo is doing is not simply "moving funds on-chain," but smashing the entry threshold of the entire private equity industry from $10 million down to $100.
Why will USDf become the hardest on-chain dollar asset in 2025?
In December 2025, beyond USDT, USDC, and DAI, a truly over-collateralized, fully decentralized, and infinitely scalable synthetic dollar has finally emerged: USDf by Falcon Finance.
The biggest difference from other stablecoins is that USDf's collateral pool is open, dynamic, and extremely diverse: Pendle YT, Ethena's sUSDe, RWA government bonds, LSTs from various chains, and even altcoin LP positions can all join the treasury with a very high collateralization rate through governance voting. This allows USDf's issuance scale to no longer be limited by a single asset's supply, but rather positively correlated with the total locked value of the entire crypto market—the theoretical cap is the total value locked across all chains.
More crucially, the complete disappearance of the liquidation mechanism. Traditional lending protocols rely on health metrics and forced liquidations, whereas Falcon adopts the 'collateral rate buffer + dynamic conversion' model: when the price of collateral drops, it will only gradually lower the collateral factor of that asset, giving users ample time to supplement their collateral or swap assets, thus they will never be liquidated in a single blow. This design will demonstrate overwhelming resilience in chain liquidations like those in May 2022.
Just two months after its launch, USDf's daily issuance has already surpassed $360 million, with over 42 types of collateral assets and an average collateralization rate of 183%. When users realize that borrowing USDf not only does not affect their original holding profits but also allows for additional leveraged positions, funds will flow in at a visibly rapid pace. USDf is becoming the new consensus dollar for institutions and on-chain whales, following USDC.
RWA The True Pioneer of Revolution: How Injective Moves Wall Street on Chain
The RWA track in 2025 is no longer as simple as 'putting a PDF on the chain'. Truly meaningful RWA must have three characteristics: regulatory compliance, on-chain instant settlement, and institutional-level depth. Currently, the only entity that meets all three points is Injective.
The platform has taken the lead in launching innovative institutional assets on-chain, including Nvidia stocks, gold spot, currency pairs, and a 'digital asset vault'. Users can trade $NVDA 24/7 just like trading UNI, while the settlement time has changed from T+2 to sub-second, and transaction fees have dropped from a fraction of a percentage to nearly zero. More importantly, all these assets are 1:1 anchored by regulated entities and achieve real-time price synchronization through Injective's native oracle and on-chain order book.
The upcoming tokenized product of the 'digital asset vault' has even more imaginative potential: Pineapple Financial, a publicly listed company on the NYSE, has established a $100 million INJ vault, which will also be tokenized into tradable, collateralizable, and combinable on-chain assets. This means that the institutional vault itself will become a highly liquid asset, circulating within DeFi protocols, completely blurring the lines between CeFi and DeFi.
The launch of native EVM has pressed the accelerator for the RWA ecosystem. Over 40 leading protocols will synchronously support these institutional-level assets on the mainnet, with derivatives, lending, and structured products expected to grow rapidly around real-world assets. When you can short gold on-chain, leverage buy Nvidia, and use the INJ vault to borrow USDT, the moat of traditional hedge funds is being dismantled piece by piece by Injective.
The ultimate goal of RWA has never been to 'move' real assets onto the chain, but to allow the on-chain world to have lower friction, higher efficiency, and more transparent pricing than the real world. Injective is turning this goal into a present continuous tense.
Why will YGG Play Launchpad end the traditional chain game IEO era?
In the past three years, 99% of chain game IEOs have ended up the same way: going to zero upon launch. The reasons are simply twofold: first, all the chips are concentrated in the hands of VCs and exchanges, and real players cannot buy at reasonable prices; second, project teams take the money and run, with game launches being far off. The emergence of YGG Play Launchpad directly addresses these two cancers from a mechanism level.
First, the Launchpad completely eliminates VC pre-mining. All token allocation quotas are linearly opened to players who complete tasks, with YGG treasury and SubDAO members enjoying bonuses, but no party can monopolize low-priced chips. Second, tasks are deeply bound to games; only games that are truly launched and playable can enter the Launchpad, and project teams must deliver products before unlocking financing channels. This effectively reverses the order from "first raise money, then make games" to "first make games, then get money."
For players, this means no more staying up late to grab whitelist spots, and no more being cut by VCs. As long as they enjoy playing their favorite YGG ecosystem games, early tokens and NFTs will continuously flow into their wallets. For project teams, being able to obtain the most active global player community, the highest user retention, and the most authentic on-chain data all at once is far more cost-effective than buying volume from exchanges.
When the distribution rights return to players, the Nash equilibrium of chain games will be reshaped. What YGG Play Launchpad is doing is not just issuing tokens but completely renovating the incentive model of the entire industry.
From Wall Street to On-Chain: How Injective Redefines Institutional-Level DeFi
In December 2025, while most public chains are still caught up in the competition over TVL figures, Injective has received consecutive 'letters of appointment' from the traditional financial world: New York Stock Exchange-listed company Pineapple Financial announced the establishment of a $100 million digital asset treasury, all for purchasing $INJ in the secondary market; at the same time, Injective is set to become the first Layer-1 token to launch a spot ETF in the U.S. market. The significance of these two events goes far beyond short-term price fluctuations; they represent that Wall Street is finally willing to embrace a public chain in the most traditional and compliant manner.
The reasons institutions choose Injective are simple: it addresses the three major pain points that traditional finance cares about the most. First, performance. Sub-second finality + deterministic gas fees enable institutional high-frequency trading strategies to be realized on-chain without worrying about MEV or congestion; second, compliant asset supply. Injective is the first to 1:1 tokenize assets like Nvidia and other U.S. stocks, gold spot, forex pairs, digital asset treasuries, etc., and provide on-chain instant settlement, finally giving institutions compliant and programmable assets; third, depth and liquidity. Thanks to the launch of the native EVM and the migration of 40+ leading dApps, Injective's order depth of 0.01% has surpassed most CeFi exchanges.
More importantly, the upcoming ETF from Injective will completely bridge traditional brokerage accounts with the on-chain world. In the future, your brokerage app may feature 'INJ ETF' alongside 'SPY' and 'QQQ', with the underlying holdings being real native tokens running on Injective. This means that trillions of dollars in pensions, sovereign funds, and 401k plans will have the opportunity to gain low-threshold exposure to high-performance public chains for the first time.
As RWA is no longer just a concept but rather real U.S. stocks, gold, and fiat stablecoins running on-chain, the boundaries between traditional finance and DeFi are disappearing on Injective.
From Data Bottlenecks to Trustless Autonomy: How Kite Reshapes the Agent Payment Paradigm
The fatal flaws exposed by traditional payment systems in the age of AI agents are evident: data silos lead to inefficient coordination, identity forgery triggers rampant fraud, and fragmented governance amplifies systemic risks. The Kite Protocol, with its EVM-compatible Layer 1 architecture, directly addresses these pain points, building a blockchain specifically optimized for real-time agent transactions. The core lies in three layers of identity separation: users control a global key, agents execute specific tasks, and sessions isolate risks like a sandbox, ensuring that even if an agent is compromised, the main identity and funds remain safe.
The SPACE framework is Kite's ace in the hole, transforming trust from an abstract concept into a quantifiable on-chain asset. Through off-chain computation encapsulated in TEE and on-chain verification via zero-knowledge proofs, every payment between agents is accompanied by a complete audit log: from intent declaration to execution results, all traceable and reproducible. This not only addresses the agent's "black box" issue but also allows agents to train credit models based on historical data—imagine an AI lending agent that automatically adjusts interest rate thresholds based on a default rate from the past 1000 transactions, achieving dynamic risk control without human intervention.
The utility of $KITE tokens is designed in phases to further strengthen the ecological loop. The first phase emphasizes incentives: developers deploying agent dApps can receive $KITE subsidies, and agent users completing cross-chain tasks unlock reward pools; the second phase introduces veKITE staking, where holders lead governance proposals, such as optimizing Gas scheduling or expanding identity modules. Recently, the CEO emphasized in a PANews podcast that Kite aims to break data bottlenecks, allowing agents to truly be autonomous through trustless identities—this aligns strategically with the $33 million in funding backed by top VCs like PayPal Ventures, ensuring Kite gains an edge in the agent internet.
As agent payments shift from centralized payment giants to decentralized protocols, Kite's SPACE + three-layer identity will become the standard. In the future, every AI agent's wallet will serve as its digital passport and economic engine.
Kite AI Payment Blockchain: The Cornerstone of Trust in the Era of Agents
In December 2025, as autonomous AI agents begin to dominate the digital economy, the trust crisis becomes the biggest bottleneck: transactions between agents are frequent but lack verifiable identities, payment execution is efficient yet prone to tampering, and governance mechanisms are robust but hard to audit. The Kite blockchain, as the first EVM-compatible Layer 1 designed specifically for AI agents, is completely overturning this landscape through the SPACE framework. SPACE (Secure Provenance, Accountability, Compliance, Enforcement) is not just a simple technical patch, but a complete trust layer built on zero-knowledge proofs and Trusted Execution Environments (TEE): every API call, payment trigger, and policy execution generates an immutable on-chain audit trail; agents learn credit scores from historical behavior, while service providers take responsibility through public records.
Kite’s three-layer identity system further strengthens this design: the user layer manages sovereign identities, the agent layer binds programmable permissions, and the session layer isolates temporary interactions. This means that an AI agent executing cross-border payments can not only verify the counterpart's identity in real-time but also dynamically adjust governance rules—such as automatically freezing funds in high-risk scenarios or triggering multi-signature approval under compliance requirements. EVM compatibility ensures developers do not need to rewrite code to migrate existing Ethereum dApps to Kite, achieving sub-second settlement and zero Gas fees for an ultimate experience.
Recently, Kite completed a $18 million Series A funding round led by PayPal Ventures and General Catalyst, bringing total funding to $33 million. This funding will accelerate the mainnet launch of the SPACE framework and expand ecosystem incentives: the first phase of the $KITE token focuses on participation and rewards, where users can earn token airdrops by mining through agent tasks or governance proposals; subsequent phases will unlock staking mechanisms, allowing holders to vote on network upgrades and share in the fee pool dividends.
In the era of agents, Kite is no longer just a payment tool, but the operating system for the entire AI economy. When agents can autonomously trade and collaborate with mutual trust, without human 'nanny' supervision, value capture will amplify exponentially. Kite is paving the way to the trillion-dollar agent market.
The most certain Alpha of 2025: All in YGG Play Launchpad
In December 2025, if you could only go all in on one narrative, it must be YGG Play Launchpad. There are only three reasons, but each one is deadly enough:
1. Traffic: YGG boasts the largest and most active community of blockchain game players globally, with over 3 million wallet addresses, covering high-growth markets in Southeast Asia, Latin America, and Africa, with daily active users consistently exceeding 500,000. This is a precise user group that any blockchain game project dreams of reaching. 2. Mechanism: The Launchpad completely binds “playing games” and “eating early tokens.” The incentives of players, project parties, and guilds are fully aligned, leaving no room for zero-return IEOs to survive. 3. Timing: 2025 is just the starting point of a bull market after the Bitcoin halving, and a large number of traditional gamers will flock into Web3, with YGG Play Launchpad being their first stop.
When every new game debuts on the Launchpad, when every real player can get the lowest-priced chips, and when global SubDAOs continuously funnel rewards back into the treasury, the buy orders from $YGG will come from all directions: strategic purchases by gaming investors, player staking and locking, SubDAO dividend repurchases, institutional hedge fund positions...
Holding $YGG now means holding not just a guild token but holding the “traffic entrance” and “overall value distribution valve” of the entire Web3 gaming industry. The first ticket to the next wave of the blockchain game bull market is already in front of you.
Lorenzo Protocol: Bringing Wall Street's Sharpest Alpha Directly on Chain
In 2025, the traditional asset management industry is undergoing a silent yet deadly revolution: the Lorenzo Protocol completely tokenizes top quantitative strategies that were previously only accessible to high-net-worth clients and institutions, allowing anyone to invest in On-Chain Traded Funds (OTF) starting from $100. Currently, the platform has launched four types of core vaults: high-frequency market-neutral, global macro CTA, managed futures trend-following, volatility premium harvesting, and structured dual-coin yield products for Bitcoin. Each OTF is managed in real-time by licensed quantitative teams, with underlying strategies generally achieving an annualized Sharpe ratio exceeding 2.5 and a maximum drawdown controlled within 8%—these figures even leave many traditional hedge funds feeling embarrassed.
The core innovation of Lorenzo lies in the “composite vault + instant on-chain redemption.” Users only need to deposit USDT, BTC, or ETH into the corresponding vault to receive lp-OTF tokens representing their fund shares in real-time. These tokens can circulate on any AMM, lending protocols, or derivatives markets on-chain, with liquidity comparable to other blue-chip tokens. Traditional funds, which typically have redemption times of T+3 or even T+30, are compressed to seconds in Lorenzo.
$BANK serves as the protocol's native token, fulfilling three roles: first, governance rights, where veBANK holders decide on the launch of new strategies and fee distribution; second, incentive leverage, where staking BANK can yield an additional boost of 50%-80% on vault management fees; third, buyback, where 60% of the protocol's total revenue is used for market buybacks of BANK, entering a 12-month linear release treasury, forming a strong positive flywheel.
As top quantitative teams no longer need cumbersome KYC, private placement filings, and bank custodianship, they can directly issue products to global crypto users, causing the moat of traditional asset management to crumble overnight.
YGG Play Launchpad Launch: A Leap from Guild to Global Web3 Game Distribution Platform
In 2025, Yield Guild Games officially launched YGG Play Launchpad, which is not only a functional upgrade but also a strategic leap: YGG has evolved from the "largest NFT investment guild" to a true Web3 game distribution and value capture platform. On the first day of Launchpad's launch, more than ten blockchain games deeply held by the YGG ecosystem have been integrated, including the Snoop Dogg endorsed 'Doggies', the new season cards of Parallel, and the Pixels 2.0 land expansion pack. Users can simply log in to the YGG wallet with one click to browse all cooperative games, view real-time tasks, and claim airdrops and early tokens.
The core mechanism is highly disruptive: traditional blockchain game IDOs often only allow VCs and whitelist users to get the lowest-priced chips, while YGG Play Launchpad directly gives the best allocation to real players. By completing designated tasks in the game (planting, battling, building, leaderboard scoring, etc.), players can linearly earn the allocation rights for new game tokens based on their contribution. This 'Play-to-Invest' model closes the loop by making the act of playing the game itself the toughest KYC.
The YGG treasury and SubDAO system are also fully integrated into the Launchpad. Guild members' staked $YGG can now be directly mapped to Launchpad point multipliers; the more holdings and the longer the staking time, the higher the multiplier for early token acquisition; regional SubDAOs (Philippines, Indonesia, Brazil, Vietnam, etc.) can also gain access to exclusive task pools and additional airdrop shares, truly achieving 'global players governing together and prospering together'.
When game publishers find that through YGG Launchpad they can reach over 3 million real on-chain players at once, and the conversion rate far exceeds that of traditional exchange IEOs, the financing logic will be completely rewritten. YGG is no longer just an investment guild but has become an indispensable traffic and distribution infrastructure in the Web3 era.