Lipa_专注投研版

Didn't we just fall in love three days ago? $ETH $BTC wsmjtjyhwfs?!

Painfully highlighting the key points: Buidlpad's third project is 100% unlocked + the deadline to get a whitelist allocation is 10 PM tonight, only 6 hours and 10 minutes left, hurry up and get it done!

The first two projects, Sahara 3x, Layer 9.7x, now it's @Lombard_Finance's turn.
At least it's launching in the days after the market hits new highs.

See Figure 1 for key information first.

Key data!
🔺 Total raise of $6.75 million, accounting for 1.5% of the total supply
🔺 Supports USDT, BNB, LBTC payments
🔺 $50–$5000 per person, LBTC holders and Lux users have a limit of $20,000
🔺 100% TGE unlock, no vesting UGC
🔺 Creator allocation: Submit content, up to 10% can be allocated
🔺 Valuation: FDV $450 million, TVL has exceeded $2 billion

Why did @buidlpad choose Lombard?

The first project, $Layer, is in the #SVM track, and the second project, $SAHARA, was in the then-trending #AI track. As the third choice, Buidlpad partnered with Lombard, one of the leading BTCFi projects, because compared to the common "wrapped BTC" on the market, LBTC is more like a circulating paycheck:

🟢BTC itself is jointly托管 by first-tier institutions such as Franklin Templeton, ensuring maximum security

🟢LBTC can directly go to blue-chip protocols like Aave and EigenLayer to earn money

🟢Without sacrificing security or liquidity, one card connects the entire chain

🟢The founding team has a European and American finance + blockchain background and is also the only purely Western team in #BTCFi, having raised $17M, with investors including @Polychain, @YZiLabs, Franklin Templeton, and other well-known institutions

📊 Lombard Data
- TVL exceeded $1 billion in 92 days, currently TVL exceeds $1.4 billion, and TVL is the best performing 🀄 of recent TGE projects
- Expected to generate 5 million in annual revenue
- 80% of LBTC has been actively used in DeFi
- Over 260,000 holding addresses, expanded to 12 public chains

💭 My Thoughts
Sahara hit ROI 3x, Layer ROI 9.7x, Buidlpad has already proven its popularity. Although FDV $450 million isn't cheap, Lombard's TVL has exceeded $2 billion, and both the narrative and fundamentals are strong. And BTCFi has really been popping up frequently recently, from @GOATRollup to the over-the-counter Lightning Network ecosystem, Lombard is likely one of the leading BTC ecosystem projects that I'll allocate to regardless, it's just a matter of how much to earn, pay attention to the various time periods~

My favorite episode! Came to the unicorn party at Tokyo Station to have fun
@unicornverse_io

@unicornxdex
Super high-quality co-hosted event, met ➕ saw many new and old friends, could get the carefully dressed Labubu and 🦄 merchandise (and meeting 🥚 sister is the happiest thing ever 👩🏻‍❤‍💋‍👩🏻

Thanks for hosting the best event ever!
@web3_honey
@DeFiYudan
@SoniaUnicorn
@Jer_NFTworld

Check $Camp airdrop: https://claims.campnetwork.xyz

However, the website is currently being optimized, please wait until the optimization is completed to check
Just register before 11:59 on 8/26 Beijing Time
#airdrop #Camp

Following the last Near ecosystem's Token Season, let's discuss the leading ecosystems aside from the launchpad, and take a closer look at ecosystems that are gaining momentum + projects that are data leaders! As ETH's popularity continues to rise, DeFi projects are all stepping up to get active. As the flagship of DeFi in the Near ecosystem, @rhea_finance has solidified its position in NEAR DeFi 👑 through this round of merging Ref + Borrow.

🔝 DeFi data from @defillama
TVL remains stable at $1.6–2.6B, accounting for NEAR DeFi's dominant monthly trading volume of $2.4B, with a cumulative total exceeding $12B and over 1 million users, with protocol revenue stable and continuously rising.

The token situation of $RHEA itself:
Total supply is 1 billion, with approximately 200 million currently in circulation.
Mainly comes from the conversion of $REF / $BRRR for governance, staking (up to 20%), boosting lending yield, and community rewards.
In the distribution structure, 37% is for converting old tokens, 30.6% for incentives and airdrops (4% for early contributors), with the team and advisors locked for 6 + 30 months, with a maximum overall of 3 years, avoiding sudden unlocking disasters.

Core three-token model setup:
🔪$RHEA Attack Power Bonus - Core token for staking governance
🛡️xRHEA Steel of the Heart - Staking certificate used as Gas / collateral / reputation
🥿oRHEA Growth Speed - Reward token, converted back to $RHEA based on reputation and time.

This way, the ecosystem's 'staking-participation-reward-conversion' can loop infinitely. Compared to a simple DEX/Lending, it resembles a multi-chain DeFi abstraction layer, and the cross-chain experience is indeed smooth, such as directly using $SOL or $BNB's U to supplement NEAR Gas, or using BTC as Gas to play BTCFi.

For a project with this experience and a lending market scale reaching 200 million, the current FDV of 150M and a circulating market value just above 20M is indeed very low. Head DeFi like $Aave has an FDV of $4B–$5B, and even achieving a market cap share of just 1–5% within the NEAR public chain would imply a potential 2-10x (currently at 0.5%).

The spark of NEAR, I hope, is ignited by @rhea_finance! With the official launch of Token Season, there will be more currency pairs and liquidity, allowing the launchpad and DeFi to boost the ecosystem together, delighting the dual chefs 🧑‍🍳🧑‍🍳.

Collect Happiness🪁