Eli5DeFi

$HYPE Higher

Hyperliquid.

Happy Monday and $BTC ATH Day!

With market surges abound, it's easy to feel unmoored.

Here’s a lineup of must-watch events for the week that should make your action list:

✧ @prjx_hl launches today on HyperEVM. Ensure you have funds bridged there if you wish to participate.

✧ @kenseionkatana mainnet launch on @katana. Kensei is the official memecoin launchpad within the Katana ecosystem.

✧ @TopCutFinance launch on July 17th. This is the first on-chain precision market, and surprisingly, it’s not widely discussed in CT despite offering superior game theory mechanics compared to memes, perps, and other ponzis.

✧ @yalaorg Genesis SBT freemint coming soon.

✧ @anoma exclusive TG Yapper's launch, accompanied by a testnet update.

✧ @alephium Danube mainnet upgrade, introducing faster, smarter consensus and enhanced UI/UX features like passkey support and groupless addresses.

✧ U.S. CPI on June 15 and PPI on July 16. Prepare for volatility and the potential departure of Powell.

✧ Three major token unlocks: $TRUMP estimated at $870M+, $ARB at $38M+, and $ZRO at $52M+.

Weekly Must-Reads, Handpicked Just for You Eli5 Readers.

Dive in below 👇🏻

Kudos to all @pumpdotfun - $PUMP buyers!

The market's switched to risk-on mode.

Wishing everyone godspeed.

ICYMI, @ethena_labs has just launched on @upbitglobal, making it more accessible to the South Korean market.

Since its listing, there's been a notable 26% spike.

Upon further deep dive, here are some intriguing insights I've discovered:

✧ Approximately 25% of individuals aged 20-50 in South Korea hold cryptocurrency.

✧ The South Korean government is shifting its stance to become more pro-crypto and stablecoin.

✧ This trend is further supported by major South Korean companies expanding into the crypto and stablecoin sectors.

✧ CRCL has emerged as a top choice among Korean investors in recent weeks, with $443 million worth of its stock purchased by Korean traders.

✧ $ENA presents a promising opportunity to catch-trade Circle, as Ethena ranks as the third-largest digital dollar issuer and the fastest-growing scalable stablecoin.

➥ Where To Park Your Stablecoins?

With $BTC seemingly on a fast track to $200,000 (God willing), many friends often ask where they should park their stablecoins.

In this risk-on market, making profits is easy, but preserving them is the real challenge.

I have several recommendations, but @SiloFinance is always at the top of my list.

Why? It supports a hands-off approach through managed vaults, operates across multiple chains, offers isolated markets for those who prefer active management, and provides solid APR rates.

Today I'm highlighting several managed vaults by @varlamorecap, @mevcapital, and @apostroxyz to get you started with Silo:

➠ Varlamore Falcon: ~31% APR on @ethereum using @FalconStable
➠ Varlamore USDC Growth: ~20% APR on @arbitrum
➠ MEV USDC: ~15% APR on @avax
➠ Apostro USDC: 10.6% APR on @SonicLabs (Silo Points and Sonic Points included)

Simply deposit your funds, and watch them accrue yield.

Obviously, there are more sophisticated strategies involving looping that you can use with Silo to optimize your returns, but let's save that for the next post. 😉

The v2 vault on @AltitudeFi_ allows nearly 29% of assets to generate additional yield while supplying the asset:

✧ cbBTC <> USDC: $2.57M TVL with $724K farming (28.96%) and a 7.80% Yield APY
✧ wstETH <> USDC: $3.38M TVL with $979.48K farming (28.97%) and a 7.80% Yield APY

Altitude's total TVL, including v1, exceeds $10M.

For detailed information, visit the community-created Dune dashboard here ⤵️

➥ Sei Network - One-Step Closer to Institutional Adoption

Your timeline might be a cacophony fest, but @SeiNetwork keeps popping up for the past few weeks.

You know something big is happening.

Curious about what's brewing on Sei and why it's capturing institutional attention?

Dive into our thesis and discover all in our 30s report 📖

...

— Sei - Up Only Metrics

Let's start with the metrics.

Since the launch of $SEI v2 last year, it has achieved significant milestones:

✧ 900% growth in DEX volume
✧ 1000% increase in TVL, rising from $64M to $641M
✧ 2800% growth in daily transactions
✧ Over 1.4 billion transactions recorded
✧ 100% growth in stablecoins over the past four months, from $125M to $284M
✧ Over 30 million new wallets created

Just imagine these numbers once v3 is released, ushering in a new era with performance 50x greater than existing EVM chains.

Now, there's even more exciting news: @circle's Cross-Chain Transfer Protocol v2 (CCTP v2) is live on the Sei Network, paving the way for institutional adoption.

But what does this mean?

...

— Circle x Sei

To grasp the connections, note that beyond backing from @multicoincap, @jump_, @coinbase, @Delphi_Digital, and @PythNetwork, Sei also received direct support from Circle in its early days, as highlighted in their IPO filing report.

This backing not only underscores the confidence in Sei’s potential to revolutionize global financial infrastructure with lightning-fast, cost-effective stablecoin transfers but also the plan to onboard institution that requires robust and secure blockchain infrastructure.

The CCTP v2 integration means $USDC can now be used natively in Sei, unlocking possibilities like:

✧ Disrupting the $350T global financial market potential
✧ Enabling Circle to harness Sei’s institutional-grade infrastructure for rapid, low-cost, global stablecoin transactions
✧ Boosting and expanding DeFi composability on Sei

This move signals a strong belief in Sei’s ability to drive the future of global financial infrastructure.

---

cc:

> @SpeeksX
> @tezukaTez
> @jayendra_jog

Happy Wednesday!

If you're a content creator struggling with production output, especially if you're not doing this full-time, you don't need sophisticated tools to get started.

I was starting to research crypto as a side hustle and struggled with managing my time effectively.

So I'm using this simple Pickle Jar Theory to help me out:

✧ Rocks → Start with critical jobs that have high priority and importance

✧ Pebbles → Fit in smaller tasks with lower urgency

✧ Sand → Less important tasks and sources of distraction

How to put it into action?

First, define your limitations (The Jar) based on your available energy, time, and resources.

Second, select 2-3 main goals (The Rocks), and these should be your top priorities, like completing infographics, researching X protocol, etc.

Third, surround your main goals with smaller tasks (The Pebbles). For me, I allocate 30-45 minutes max for each smaller task to complete.

Fourth, add minor tasks (The Sand) to fill in any gaps in your schedule. For me, it's no more than 20-30 minutes.

Make sure to stay flexible and ready to adjust on the fly, as sometimes main tasks can be deferred and smaller ones can become the main tasks.

Let me know what strategies you use to manage your schedule!

➥ One Protocol, Infinite Agents

It has dawned upon me that the @Infinit_Labs agentic stacks is pretty much like a DeFi composability in early days.

But it's not single DeFi protocol/ product, but rather a wholes sets of commands and algorithm which makes them unique and smart.

Let's know deeper about 20+ agent that exist in INFINIT universe:

➥ Execution Agents
Execution agents facilitate the automatic operation of DeFi protocols, focusing specifically on actions and protocols across chains.

➠ LP Agents
✧ @berachain BEX
✧ @KodiakFi

➠ Lend
✧ @Dolomite_io
✧ @SiloFinance
✧ @eulerfinance
✧ @VenusProtocol
✧ @0xfluid
✧ @MorphoLabs
✧ @aave
✧ @InitCapital_

➠ Stake
✧ @InfraredFinance
✧ @beets_fi

➠ Swap (Incl. PT/YT)
✧ @KyberNetwork
✧ @ShadowOnSonic
✧ @JupiterExchange
✧ @pendle_fi
✧ @Uniswap

➠ Cross-Chain Bridge
✧ @lifiprotocol

---

➥ Research Agents
Research Agents function as an essential information and knowledge layer for other agents. They are not limited by specific protocols but instead, continually monitor real-time opportunities, trends, and insights across markets. This enables them to provide actionable signals for users.

Currently, there are three available agents:
✧ Mindshare
✧ Yield
✧ Insights

---

— INFINIT Agentic Swarm: One-Click Strategies

Let's explore the possibilities. First, we have the brain, and next, the most intelligent executors ready to carry out tasks. Once the INFINIT Agent Swarm is activated, these agents collaborate and influence each other to craft the best decisions and optimized pathways to fulfill the requested tasks.

This leads us to all new primitives: one-click strategies.

It opens up possibilities for DeFi natives to create and tailor their own strategies. Imagine basis trading agents leveraging @HyperliquidX combined with PT or LP Pendle Agents, or even Silo, allowing you to monetize it.

For end users, this serves as the ultimate interface to achieve the best yield through robust strategies without juggling across chains and protocols.

INFINIT represents infinite freedom and possibilities for DeFi.

Happy Tuesday!

Lately, the chatter's been loud about InfoFi being pegged as a cash-grab circus dominated by the big players and cluttering up CTs.

Maybe there's some truth there. But let's hit pause.

For some people, @KaitoAI and other InfoFi platforms are lifelines, to break free from unemployment or soul-sucking 9-to-5s, it's a way to afford diapers, snag amazing birthday gifts for loved ones, put food on the table, wipe out debts, and keep a roof over your head.

Every cartoon avatar hides a real person with a real struggle.

Let's choose kindness and uplift one another.

Kindness is free, and it might just make you a better human.

P.S.
I will always support quality content, so feel free to tag me whenever you create something noteworthy.

Top 10 Revenue Generators in Crypto Over the Past 30 Days:

➠ @Tether_to - $USDT - $599M+
➠ @circle - $USDC - $192M+
➠ @PancakeSwap - $69M+
➠ @HyperliquidX - $57.6M+
➠ @trondao - $52.6M+
➠ @AxiomExchange - $38.4M+
➠ @pumpdotfun - $37.9M+
➠ @ZNSConnect - $26.4M+
➠ @CoWSwap - $16.9M+
➠ @ethereum - $16.3M+

I'm quite surprised to see ZNS and Axiom on the list, but Axiom is definitely one of the protocols I'm keeping an eye on.

Happy Monday!

As a full-time Web3 content creator, here's how I start the week:

➠ Claim Vibes on @vibesdotfun. You can use my referral link for Vibes → https://t.co/9Y1mJwUhTX.
➠ Check @arbusai for alpha and the crypto sentiment index.
➠ Use AI to summarize my newsletter folder in the email and Telegram, convert it into Audiobook using @elevenlabsio (let me know if you have simpler workaround as I am using several apps rn)
➠ Check @SoSoValueCrypto newsfeed for macro and general updates.
➠ Monitor my @KaitoAI Yap points and leaderboard on the @gomtu_xyz dashboard.
➠ Plan this week's content schedule and manage my production calendar.
➠ Review last week's content to identify successes and areas for improvement.
➠ Respond to outstanding DMs from the past weekend.
➠ Prepare tips for content creators to grow and learn together.

How's your day going?

Please share your Monday routines here. 😎

Essential Reads and Research for Your Sunday!

Feel free to share, repost, and bookmark.

Wishing you a fantastic day! ☀️

Happy Sunday!

Here are some thoughts for projects planning to launch their leaderboard on Kaito:

The Kaito Leaderboard offers:

+ Increased visibility
+ Access to a broader community
+ Enhanced general crypto awareness
+ Actionable metrics
+ Tools for distributing rewards

However, it does not provide:

- Recurring or converting users
- Liquidity
- Loyalty
- Revenue

Always prioritize your product development. Consider Kaito as a tool that efficiently addresses some challenges but not as a complete solution.

Focus on the product first.

Unpopular opinion:

Fewer people are diving into threads or newsletter.

We've shifted from reading to watching, thanks to TikTok, YouTube, and Instagram.

If you want to be the top:

Concise info + eye-catching media (like my one-pager) + sharp copywriting = attention

Honestly, if you're kicking off a project and telling nearly everyone in CT (your potential allies),

"You're not in, so f-k off!"

Good luck with that (you'll need it).

As the saying goes, a hundred friends might not be enough, but one enemy is too many.

➥ How Will Potential Interest Rate Cuts Affect Stablecoins?

In the first half of 2025 alone, we have seen the launch of many stablecoins with different mechanics and backing assets.

However, potential upcoming interest rate cuts might present a new challenge for stablecoins issuers.

Rate cuts will likely reduce revenues for stablecoin issuers, especially those that rely primarily on risk-free rates from U.S. Treasuries (government debt) like Tether, Circle and other some RWA-based stablecoins.

Imagine this:

→ You mint $1,000 USDC/USDT
→ Issuers keep your $1000 and buy short-term U.S. Treasuries
→ If interest = 4.5%, they earn ~$45/year on your deposit (that's billions of revenue btw if you refer to their marketcap)
→ If interest rate dropped to 1-2% = ~$10-$20/year, around a 60-80% drop in income

This may benefit DeFi borrowers but could prompt issuers to adjust to the low-inflation environment, as their highly profitable business could see diminished revenues.

However, for some stablecoin issuers like @ethena_labs, this is their moment to shine.

Ethena's stablecoin, $USDe, thrives in low inflation by offering yields independent of traditional bank rates, thanks to staking rewards and funding rates.

Plus, $USDe is versatile, user can utilize it across major chains and DeFi protocols to boost their yield on top of the base yield.

In essence, when interest rates drop:

→ Demand for riskier assets rises
→ Capital flows into DeFi, pushing up funding rates (i.e.: +15% in December 2024 as rates cut to 4.25%-4.5%)
→ Ethena's protocol revenue climbs, yield sustained.

---

— Wrap-Up

Ethena's revenue has surged past $400M, with TVL climbing over $6.7B. The future looks bright for DeFi, as a low-interest rate climate could be the perfect spark for stablecoin protocols to discover new revenue streams, moving beyond their past dependency on risk-free rates.

Honestly, we may be in the "All at Once" phase following the "Slowly, Then All at Once" trajectory.

DeFi is destined to win.

I had the opportunity to test @TheoriqAI's Alpha Suite, and it was impressive.

Here's my honest review (please note that this is still an early version):

→ Using Swarms or specific AI Agents offers flexibility, and the upcoming Alpha Hub will let users create their own Agents, potentially enhancing Theoriq for smarter predictions or DeFi.

→ Outputs are highly accurate, offering detailed analyses of @KaitoAI's forecasts and trends. It also mentioned my wallet could qualify for airdrops.

→ For DeFi Agents, try @pendle_fi Knowledge Agents to find top pools, or @Uniswap wETH-KAITO v3 LP Agent. You can check pool status and open positions directly with these Agents.

So far I am quite liked it, will try to play around more! 🔥

➥ If You Have InfoFi Burnout and You're a Small Account, Then Read This

Whatever voices are out there, we should recognize that the InfoFi narrative has now become an integral part of crypto and is establishing itself as a solid category on its own.

But with more than 30 leaderboards on @KaitoAI to chase, checking Quacks on @wallchain_xyz, more SNAPs campaigns coming to @cookiedotfun, endless review tasks on @ethos_network, and other InfoFi protocol derivatives popping up everywhere, you might be facing burnout.

Despite all your hard work, you haven't gained any meaningful engagement, earned Yaps, or received even a hint of an airdrop.

It feels unfair.

But you might have your strategy wrong here. How about we fix that first?

Here are some tips for you:

➠ Take a 1-2 day break from crypto. Do workouts and other activities to refresh your mind. A healthy mindset is crucial for fixing issues and making progress.

➠ Big accounts climb leaderboards faster due to their influence. Focus on increasing your engagement, follower quality, and content standards to compete effectively.

➠ Choose 2-3 projects you know well and enjoy. Don't chase every leaderboard unless you have a team or proper systems to effectively manage the tasks.

➠ Reply genuinely to high-quality accounts you follow. Use AI for writing help, but make sure the ideas are your own.

➠ Create timely, quality content. When projects launch major updates, post within 24-48 hours to capture momentum and boost views.

➠ Don't beg for follows. This can get you blocked or suspended. Earn followers by showing genuine interest in discussions.

➠ Post and engage more on weekends when there's less competition for attention. FYI, I usually get more engagement on the weekends.

➠ Not part of their Discord or Telegram? Your post might go unnoticed. Join their community for better visibility and other potential collaboration.

➠ Post content people want to read. High-quality posts don't need length or graphics; they invite people to read and spark discussion.