Aman 🌟

@CarbzXBT This is a good opportunity

Since holding anything in crypto feels too risky right now, the safer side of the market is clearly stables. Instead of letting them just sit idle, I deposited a part of my holdings into Binance USD1 to farm WLFI I had already decided I wouldn’t go back into the market, but this setup offered a relatively low-risk way to stay exposed while still earning. Made about $300 so far from just holding stable, enough to cover groceries for the next couple of weeks The campaign is still ongoing until April 17, 135M WLFI tokens allocated

Aptos is entering a more important phase of its growth story by tightening tokenomics, shipping technical upgrades, expanding institutional integrations, and building stronger on-chain utility across DeFi, payments, and real-world asset infrastructure. Taken together, the latest changes suggest Aptos is trying to evolve from a fast Layer 1 narrative into a more complete capital, payments, and asset-issuance platform. Check out this infographic on the latest updates and upgrades taken to get this result.

@jacycrypt Vibe coding on-chain is addictive once you get the prompts right ✅

AI is quickly becoming one of the most important narratives in Web3. Beyond speculation, we have a growing stack of projects building tools that combine decentralized infrastructure with generative models, autonomous agents, and AI-powered development workflows. From vibe coding platforms that help developers build dApps with AI, to generative tools that create text, images, video, and audio, the ecosystem is steadily expanding across multiple layers. Below is an overview of some key platforms shaping the Web3 AI landscape in this aspect. 📌 Web3 Vibe Coding and AI Development Platforms These tools help developers build smart contracts, dApps, or Web3 products using AI. 📍 AI Smart Contract / Web3 Dev Assistants ✦ @Chain_GPT - provides a chatbot, smart contract generator, auditor, and AI assistance for devs and users ✦ @ScopeProtocol - AI data layer, focusing on on-chain data analysis and intelligence for AI-driven insights ✦ @DoraHacks - open-source platform with AI tooling for automating dev workflows and hackathon management ✦ @Alchemy - blockchain developer platform offering infrastructure APIs ✦ @thirdweb - provides infrastructure for Web3 apps and AI agents, including tools for building, deploying smart contracts and enabling on-chain AI execution 📍 AI Agents for Web3 Development ✦ @Fetch_ai - builds autonomous AI agents and decentralized infrastructure for tasks like automation, data sharing, and economic coordination ✦ @autonolas - enables users to co-own, monetize, and deploy autonomous AI agents through a decentralized network and tokenomics ✦ @SingularityNET - provides a decentralized marketplace for AI services, including text generation and large language models accessible via blockchain 📌 Web3-Native Generative AI Platforms These are tools that use advanced machine learning models to create new content such as text, images, videos, audio, and code from simple user prompts. 📍 Text / AI Assistants ✦ @Chain_GPT - offers a Web3-focused AI chatbot and tools for generating content, code, and insights ✦ @SingularityNET - provides a decentralized marketplace for AI services, including text generation and large language models 📍 Image Generation ✦ @real_alethea - focuses on intelligent NFTs (iNFTs) and synthetic media, enabling generative AI for personalities and content creation ✦ @get_starryai - AI image generator that creates visuals from text prompts, with ownership of outputs ✦ @0x_Playground - on-chain world-building platform where users create, customize avatars, display NFTs, and build with AI 📍 Video Generation ✦ @real_alethea - supports generative synthetic media, including AI-powered animated characters and video content ✦ @Livepeer - decentralized video network for transcoding and streaming 📍 Audio / Voice Generation ✦ @voicemod - real-time AI voice changer and soundboard for gaming/streaming ✦ @audius - decentralized music streaming platform that supports AI-generated music uploads 📌 AI Data and Compute Infrastructure enabling generative platforms These projects provide decentralized compute, data, or model hosting, which many generative apps rely on. ✦ @rendernetwork - offers decentralized GPU rendering for AI, image, and video generation workloads ✦ @akashnet - cloud compute marketplace for hosting and running AI models, including generative ones ✦ @bittensor - incentivizes decentralized machine learning and inference, with subnets for generative AI tasks like text and image ✦ @gensynai - decentralized protocol for machine learning compute, focused on training and inference for AI models ✦ @nosana_ai - provides decentralized GPU compute for AI inference and workloads, supporting generative model execution ✦ @ionet - specializes in AI/ML compute, including inference for generative applications 📌 AI Agent / Creator Economy Platforms These allow AI agents or creators to monetize through tokens or NFTs. ✦ @myshell_ai - AI creator platform for building and monetizing personalized AI agents/characters ✦ @virtuals_io - enables creation and co-ownership of AI agents in a tokenized creator economy. While still early, the intersection of AI and Web3 is beginning to form a full stack that spans development tools, generative apps, decentralized compute, and tokenized AI agents. Here’s what I think. As infrastructure improves and more builders experiment with AI-native products, this sector could play a major role in how decentralized apps are created, deployed, and monetized in the coming years.

The internet was built around humans. You open a browser, search for information, compare options, and manually complete a transaction. Every layer of the digital economy from discovery to checkout assumes a human is navigating the process. But that assumption is starting to break. AI agents are evolving from passive assistants into autonomous actors capable of researching, negotiating, and executing transactions on behalf of users. Instead of manually comparing flights, sourcing software tools, or ordering groceries, users will increasingly delegate these tasks to intelligent agents. And this shift exposes a fundamental limitation of today’s internet: The web was never designed for machine-to-machine commerce. There is no universal framework that allows AI agents to: • discover merchants • authenticate identity • negotiate pricing • securely execute transactions across the web To support this new model of interaction, a new infrastructure layer is beginning to emerge often described as the Agentic Protocol Stack. — Just as the internet evolved into layered infrastructure with TCP/IP for networking and HTTP for web communication , the agent economy is beginning to develop its own protocol stack. Each layer solves a specific problem required for autonomous systems to operate economically. — At the foundation of this stack sits the Context Layer, powered by the Model Context Protocol (MCP). Before an AI agent can act, it must first gather information. MCP provides a standardized way for AI systems to connect to external tools and data sources such as: • product catalogs • pricing databases • merchant APIs • logistics platforms • financial services Instead of building custom integrations for every service, agents can access external systems through a shared interface. Developers often describe MCP as “USB-C for AI”, because it allows models to plug into tools and information sources in a consistent way. Put simply: MCP is how agents read the internet. — But access alone is not enough. Autonomous systems interacting with external services introduce new security risks. AI models can be vulnerable to: • prompt injection attacks • malicious APIs • impersonation attempts • data poisoning This is where the Security Layer comes in through the Secure Model Context Protocol (SMCP). SMCP extends MCP by introducing safeguards such as: • authentication between agents and services • permission management • trusted API verification • audit logs for agent activity These mechanisms ensure agents interact only with verified systems and that their actions remain secure and auditable. — Once an agent can safely gather information, it needs the ability to act on it economically. This is handled by the Commerce Layer, built around the Agentic Commerce Protocol (ACP). ACP standardizes how autonomous agents conduct transactions. It defines how agents: • submit purchase requests • negotiate service terms • finalize agreements • execute payments If MCP enables agents to analyze information, ACP allows them to turn that analysis into economic activity. In simple terms: ACP is how agents transact. — However, once agents begin interacting directly with merchants, another challenge emerges which is identity. Merchants must be able to answer a basic question: Is this request coming from a legitimate agent representing a real user or organization? Without identity verification, agent-driven commerce would quickly become vulnerable to automated fraud. This problem is addressed by the Identity Layer, often referred to as the Trusted Agent Protocol. This layer allows agents to cryptographically prove who they represent and what permissions they have, ensuring merchants can verify that a request is legitimate before executing a transaction. — Finally, most real-world workflows will involve multiple specialized agents working together. A single task might include: Search Agent -> product discovery Pricing Agent -> cost analysis Negotiation Agent -> vendor interaction Payment Agent -> transaction execution The Collaboration Layer, enabled by the Agent Workspace Collaboration Protocol (AWCP), allows these agents to share data, coordinate decisions, and operate within shared task environments. Instead of isolated systems exchanging messages, agents can collaborate within structured workflows to complete complex operations autonomously. — Taken together, these layers form the early architecture of a machine-driven economic layer on the internet. In a mature agent economy, AI systems could: • manage procurement • negotiate service contracts • optimize supply chains • execute payments autonomously Commerce becomes programmable. Websites increasingly function as APIs. Consumers shift from operators to delegators. And AI agents become economic actors interacting directly with digital markets. This is why the development of the Agentic Protocol Stack matters. It represents the infrastructure required for an internet where machines don’t just access information rather they participate in the economy itself.

@MutantApeJack @beyond__tech Holding an Echoport juices your rewards leaderboard

Bitcoin finally gets its interoperability layer🪙 @beyond__tech's Echoports is how you get in early: Ordinals mint, March 12, 0.000999 BTC. Quietly one of the more interesting things dropping this month.

@MutantApeJack @beyond__tech Beyond.tech is priced at 0.2% of its competitors. Significant room to run

LayerZero peaked at $3B+ FDV Wormhole: $1B+ Axelar: $800M+ @beyond__tech the interop layer for Bitcoin L1, is launching at under $5M FDV. This is the quietest entry point of the cycle, I know which one I'm betting on.

Charts were red this month, but February certainly didn’t lack activity in the funding aspect. Across payments infra, stablecoin settlement layers, trading platforms, prediction markets, and institutional tooling, capital moved with clarity toward products solving execution problems. Te biggest checks didn’t flow into L1 hype or speculative consumer experiments. They concentrated around financial rails, compliance, interoperability, and platforms designed to onboard real capital into crypto. Here’s a breakdown of the projects that secured funding in February and the bets investors were willing to make. — ● 2nd • @JupiterExchange About - DEX aggregator and DeFi superapp Raise - $35M Led by - @paraficapital • @huddle01com About - Decentralized real-time communication network Raise - ~$1M Led by - Tandem by @Offchain Labs • @DeriveXYZ About - Onchain options platform Raise - Undisclosed Led by - @variantfund — ● 3rd • @bluffcom About - Social betting platform and sportsbook Raise - $21M Led by - @1kxnetwork • @KairosTradeX About - Prediction market trading terminal Raise - $2.5M Led by - Andreessen Horowitz — ● 4th • @trmlabs About - Blockchain intelligence platform Raise - $70M Led by - @blockchaincap • @opinionlabsxyz About - Prediction market Raise - $20M Led by - @hack_vc, @jump_ • @ruvopay About - Global dollar account platform Raise - $4.6M Led by - @1confirmation — ● 5th • Gold(.)com About - Integrated alternative assets platform Raise - $150M Led by - @tether • @Anchorage About - Regulated crypto platform Raise - $100M Led by - @tether • @RelayProtocol About - Interoperability infra Raise - $17M Led by - @archetypevc, @usv — ● 6th • @t0network About - Stablecoin settlement platform Raise - Undisclosed Led by - @tether • @lnt_btc About - Incentive layer for Lightning network node operators Raise - Undisclosed Led by - @waterdripfund, @paramita_vc — ● 9th • @xross__road About - IP project Raise - $1.5M Led by - Arbitrum Gaming Ventures, @Taisu_Ventures, @decimafund, @BaboonVC • @zothdotio About - Privacy-first stablecoin neobank Raise - Undisclosed Led by - @Taisu_Ventures • @Sentinel_codes About - Tech provider and vault curator Raise - Undisclosed Led by - @impossible_ — ● 10th • @Bullshot911 About - AI-powered fair launch platform Raise - $7.5M Led by - @animocabrands, @awscloud, B1 Ventures, RG Ventures • @LayerZero_Core About - Omnichain interoperability protocol Raise - Undisclosed Led by - @tether • @edgeX_exchange About - Orderbook perp DEX Raise - Undisclosed Led by - @circle_ventures • @RAN_System About - AI-powered arbitrage platform Raise - Undisclosed Led by - @castrumistanbul

@Defibecc Lowkey the most underrated narrative in crypto right now.

Been watching the RWA space for a long time, and this might interest you… RWAs on Ethereum just crossed $15B. That’s roughly a 200% increase YoY. And no, this isn’t some random narrative pump. This is tokenized treasuries, money market funds, private credit, actual traditional financial products moving on-chain. A year ago we were sitting around $4–5B. Now it’s $15B+. That kind of growth doesn’t happen from retail degen activity alone. That’s institutional capital testing infrastructure and getting comfortable. We’ve got players like BlackRock putting tokenized funds on-chain. JPMorgan experimenting. Big names slowly stepping into public blockchain infrastructure instead of just talking about it. What’s interesting isn’t just the number, It’s what it signals. Ethereum isn’t just hosting DeFi apps anymore, it’s becoming settlement infrastructure for real capital markets. Stablecoins proved blockchain could handle digital dollars. RWAs are proving it can handle traditional finance. $15B might still look small compared to global markets, but the growth rate? That’s the part people should be paying attention to.

@MutantApeJack @okx Lfg 🤝

@Defibecc @RobinhoodApp Nice, gotta check out this testnet then

Robinhood Chain Launches Public Testnet If you’ve followed @RobinhoodApp over the years, you’ll know it started out as an app that made stocks, ETFs, options, and eventually crypto accessible to everyone, all commission free. Now, they’re building their own blockchain, the Robinhood Chain. Robinhood launched the public testnet for its blockchain built as an Ethereum L2 on @arbitrum, open for devs to test, build, and experiment. Being built as an ETH L2 network means it gets Ethereum’s security and ecosystem while adding speed, scalability, and the ability to handle financial-grade apps. ▪️What Robinhood Chain Can Do Robinhood Chain has big ambitions: • Tokenized RWAs: Stocks, ETFs, and other financial instruments could become programmable on-chain. • 24/7 trading with instant settlement: No market hours, no middlemen slowing things down. • DeFi-style liquidity and self-custody: Users could hold and move assets without centralized control. ▪️Why This Matters • Developers now have access to network entry points and detailed documentation. • Robinhood Chain is compatible with standard Ethereum development tools, meaning if you’ve built on Ethereum or Arbitrum before, you can jump right in. • Big players like @Alchemy, @chainlink, @LayerZero_Fndn, @trmlabs, and @AlliumLabs are already testing integrations and more will join as the testnet grows. • The goal is to find bugs, stabilize the system, and prepare for the mainnet. ▪️How to get involved Robinhood is putting $1 million USD toward the 2026 Arbitrum Open House program to support developers on the testnet and future mainnet. They’re hosting global online Buildathons in New York City, Dubai, London, and Singapore, plus in-person Founder Houses in New York City and London. Devs and institutions can get started, find docs, and access testnet resources at docs.robinhood.com/chain/ So yes, @RobinhoodApp launching a public testnet isn’t the full blockchain you trade stocks on today, but it’s the first real step toward that future. Robinhood is trying to bring traditional finance to on-chain channels, where assets move faster, cheaper, and with more freedom.

I just watched the @idOS_network documentary and one line stuck with me: stablecoins are scaling faster than identity. We have perfected money rails, but onboarding and compliance are still duct-taped together. Everyone ignores it until it becomes the bottleneck. Identity isn’t a feature but infrastructure. And without it, onchain finance never escapes the crypto bubble. If you’re wondering why Web3 keeps stalling at the edge of real adoption, this is the missing layer.

@Defibecc @LayerZero_Core Scaling claims always look great on paper, production is where it gets real.

For years, blockchains have tried to scale without breaking their core principles. But most of them still share the same architectural limitation. @LayerZero_Core ’s new system, called Zero, is their attempt to rethink that limitation. Today, every validator repeats the same work. Every transaction gets downloaded and executed across thousands of machines. That redundancy keeps networks secure, but it also creates a hard ceiling on performance. Zero proposes a different model. Instead of forcing every validator to replay every transaction, Zero uses ZK-proofs to separate execution from verification. One group, called Block Producers, executes transactions and generates proofs. Another group, Block Validators, simply verifies those proofs. Validators no longer have to redo all the work. They just check that the work was done correctly. This shift allows Zero to move away from the traditional “single-core” design most blockchains rely on. Instead of everything competing for the same resources, Zero can run multiple “Atomicity Zones” in parallel, similar to how a modern multi-core computer runs different processes at once. To make this possible, the team focused on four major areas: • Storage (QMDB) • Parallel execution (FAFO) • Real-time ZK proving (Jolt Pro) • High-throughput networking (SVID) Their target is 2M transactions per second per Zone. For context, Ethereum processes around ~15 transactions per second on L1, and Solana in the thousands. The scale of what Zero is aiming for is several orders of magnitude higher. But the bigger argument isn’t just about speed. It’s about structure. Zero claims decentralization doesn’t scale by making validators more powerful. It scales by reducing how much work each validator has to do. If it works as described, this isn’t just another high-performance chain. It’s an attempt to rethink blockchain design from the ground up. Interested to see how this plays out in practice.

@Defibecc Private AI sounds great in theory. But how many people are actually choosing tools based on that today?

Privacy is one of narratives that’s been building quietly in the background and is now becoming unavoidable across tech, AI, and Web3. For a long time, privacy mostly meant encrypted messaging, VPNs, or private transactions. But that view is changing fast. The focus now is less about protecting data after it is collected and more about designing systems where data is either minimized or never exposed in the first place. A lot of this shift is driven by Zero-Knowledge (ZK) technology. ZK allows users or apps to prove something is true without revealing the underlying data. It sounds technical, but it unlocks very real use cases: • Private transactions • Identity verification without exposing personal info • Confidential smart contracts • Privacy-preserving KYC ZK is becoming one of the most important infra layers being built across chains and identity systems. Another area gaining momentum is encrypted computation, technologies like Confidential Computing and Fully Homomorphic Encryption (FHE) allow data to remain encrypted even while it is being processed. This is especially important as AI adoption grows. There’s increasing demand for systems where users can interact with AI models without their prompts, data, or inputs being stored, logged, or used for training. ▪️ Notable Projects We’re already seeing several projects push this privacy-first design forward. • @aztecnetwork - Building privacy infra on ETH through programmable private transactions and ZK rollups, setting itself as a key player in private DeFi and on-chain apps. • @nym - Hides metadata to keep communications truly private, even when messages are encrypted. • @zama - Building fhEVM, letting smart contracts compute on encrypted data without ever exposing it. • @RAILGUN_Project - Privacy layer for ETH and DeFi, shielding transactions while letting users interact with protocols. • @nillion - Infra for private computation, letting data be processed without ever exposing raw information. • @anoma - Blockchain where users express “intents” instead of public transactions, keeping details private by design. • @UmbraPrivacy - Private ETH wallet and payment system that hides transaction details and recipient info. • @fhenix - Builds FHE-powered ETH rollups for fully private smart contracts and applications. Privacy is also becoming a big part of AI.. It’s no longer just about who built the model. People are starting to question what happens to the data behind it. Concerns around exposed training data, stored prompts, and AI misuse are pushing more focus toward encrypted processing and private AI inference. Platforms like @ProtonPrivacy and other confidential AI frameworks are already exploring this. At its core, it’s about building trust in how AI handles data, on the regulatory side, things are getting more complicated, not easier. Governments are rolling out stricter rules around digital identity, AI compliance, and verification. Pushing more interest toward privacy tools that let people prove things about themselves without revealing everything, like selective disclosure and ZK verification. Privacy isn’t something you add on later anymore. It’s becoming the backbone of everything… AI, Web3, identity. The real question now isn’t if it matters. It’s who’s going to build it right from the start.

Trust is the hardest thing to earn in financial products and the easiest thing to lose. That’s why @MegPrimePay takes a fundamentally different approach: clarity over hype, structure over promises, and compliance over shortcuts. — At its core, MegPrime is focused on one idea which is "Turning everyday spending into financial momentum" That vision includes: • Helping payments contribute toward long-term progress • Supporting housing affordability pathways over time • Creating a system where payments don’t just exit your account, but leave a trace of progress behind This is not about short-term incentives rather it's about reframing how everyday money flows contribute to long-term stability. — MegPrime’s ecosystem connects payments to tangible outcomes through housing-focused programs: ● HomePath : Everyday spending becomes part of a bigger financial picture. Rent -> rewards -> homeownership pathways. A household pays for groceries, utilities, subscriptions, and rent as usual. Instead of those payments disappearing, rewards accumulate toward housing-related savings over time. ● RentForward : A renter paying $1,000/month doesn’t just pay rent but those payments generate rewards that can later support future housing goals. Rent stops being a dead end. ● Builder Advantage: Through partnerships with builders and housing partners, qualified buyers may access support with select upfront costs or competitive fixed-rate mortgage programs when using approved MegPrime payment flows. ● MegPrime Bill Pay: Pay rent, utilities, internet, or mortgages and earn rewards from obligations you already have. Those payments connect directly into HomePath and RentForward, turning monthly bills into long-term progress. All incentives and mortgage terms are provided by third-party partners and remain subject to eligibility, underwriting, and availability. — What’s launching next : • Expanded household spend categories • Deeper housing and affordability programs • A more unified rewards ecosystem • Merchant, service provider, and housing partnerships • Infrastructure designed for global scale • Expansion into new regions worldwide — MegPrime is currently onboarding early users through its public waitlist as the ecosystem comes together. The TGE is scheduled for February 26, marking the transition from early access into broader availability. After the TGE, $MPP will go live on decentralized exchanges alongside a planned Coinbase listing. From there, MegPrime will begin rolling out core app features, including bill pay and housing-related programs that connect everyday payments to long-term progress. — @MegPrimePay is designed to operate within U.S. regulatory frameworks via their SEC approval, not around them. It is the first universal payments token to receive SEC No-Action relief, meaning the SEC stated it would not recommend enforcement action based on the facts presented. — MegPrime is not trying to be everything. It is positioning itself as: A smarter way to pay, earn, and progress which is built for real life. That’s why trust sits at the center of the product. And why the approach feels different.

@Defibecc @WarpGameCHAIN @zama A lot of emissions tightening lately, teams clearly thinking long term👌

Hello Frens, welcome to a new week🔥 Let’s break down some of the key moves, and events shaping the week ahead. ▪️Token Events & Listings • @WarpGameCHAIN ($WRP) - IDO runs Feb 10th -12th and TGE goes live Feb 12th.
 • @Zama ($ZAMA) - KuCoin GemPool is ongoing (Feb 2th - 17th), with tokens distributed through the launchpool.
 • @ChimpxAI presale and TGE discussion scheduled for Feb 9, 10:30 UTC ▪️Network Activity  / Product Releases • @vechainofficial adjusts DBA and lowers max allocation per dApp (Feb 2–9) - Incentives realigned and treasury supported; core tokenomics unchanged. 
• @vechainofficial / VeBetterDAO governance upgrade enters approval phase (Feb 9th - 16th). Adds rewards for active voters and introduces delegated “Navigator” voting to improve funding and decision-making. 
• BIM DAO proposal live for voting (Feb 2–9) - A small test fundraising via ApeBond targeting $25k USDC. 
• @megaeth public mainnet launch on Feb 9th 
• @SushiSwap partners with Jupiter for Solana launch (Feb 9)
 • @ZKsync launches ZKnomics staking pilot (Feb 9) – Pilot staking rewards roll out for ZK holders. 
• FIP‑101 for @fractal_bitcoin (Feb 11) – Adds permissionless indexing layer into block rewards. ▪️Events & Conferences • @Ripple hosts XRP Community Day (Feb 11th - 12th). A series of live X Spaces covering $XRP products, ecosystem innovation, and future utility with @Ripple leaders and partners. 
• Consensus Hong Kong 2026 takes place this week. Industry leaders gather for deals, discussions, and new narratives.
 • Solana Breakout virtual conference runs Feb 10th - 12th, featuring @solana builders and ecosystem projects.
 ▪️Tokenomics & Unlocks • $AVAX unlock (Feb 11th) - Unlock of 1.67M tokens (0.32% of released supply) 
• $APT unlock (Feb 10th) - Unlock of 11.31M tokens (0.69% of released supply) 
• $STRK unlock (Feb 15th) - Unlock of 127.00M tokens ( 4.61% of released supply) 
• $CONX unlock (Feb 15th) - Unlock of 1.32M tokens (1.56% of released supply) ▪️Other notable updates  • @akashnet session with @akavenetwork covering practical use of integration, verifiable storage, and egress-free fees for AI, on Feb 9th, 6:00 PM UTC. 
• @AskVenice Token emission reduction (Feb 10) - Supply emissions cut by 25% (8M to 6M tokens per year). 
• @binance will delist spot pairs for $ACA, $CHESS, $DATA, $DF, $GHST, and $NKN on Feb 13th, 3 AM UTC). 
• @Immutable - Starting Feb 11th, Immutable X will enter read-only mode. Users need to migrate assets to the new Immutable chain, as API writes will no longer be supported. That’s a wrap for the week. Plenty to watch, stake, and move on, keep your eye on what comes next.

@Defibecc Will be taking time off trading, not quite advised in these times

Looking at sector performance on a 1M basis, this isn’t a narrative specific drawdown, it’s systemic. Most sectors are down between ~25% and ~40%, including infrastructure heavy categories like staking, data availability, RWAs, DePIN, AI, and ETH adjacent sectors. When both core infrastructure and user-facing sectors are hit this hard, it usually means money is leaving the market, not rotating within it. Bitcoin and BTC related sectors are still down, but they’re holding up better than the rest. This matters because when uncertainty rises, capital tends to move toward the most liquid and trusted assets. Higher-risk areas like memecoins, DeFi, and apps are seeing deeper losses. That’s typical when risk appetite drops. These sectors usually benefit the most when money is flowing in, and suffer first when it pulls back. Some memecoins are pumping, but it’s isolated. That’s different from the whole market turning risk-on. Important to note, everything is moving together. When almost all sectors are red at the same time, jumping between narratives rarely works. Market conditions matter more than individual projects right now. At this stage, the market usually goes one of two ways: • pressure continues if money keeps leaving • or selling slows, and value starts to appear quietly No clear signal yet, but this is the part of the cycle where watching which sectors hold up best is more useful than forcing trades. Right now, the market isn’t rewarding confidence, but it will definitely reward patience. Remember to stay liquid. WAGMI frens, never give uppp🩵

@Defibecc Bye guys crypto finally rugged me 😭

Alright frens, will be putting in my resume at McDonalds tomorrow 😃 Wish me luck🙂

@jacycrypt <1% of BTC in DeFi explains both the limited upside and limited downside we’re seeing.

@Defibecc I just reply to smart people when I’m busy. Still builds presence without the pressure.

Keeping up in this space is a daily commitment. Having to adjust to working IRL and being present on CT has proven a struggle, damn!😂 Tips anyone? How do you do it?? Especially when your IRL job is very time consuming Help🥲