Xhuka

@YashasEdu Well written 👏

1. Gemini (solve any problem) 2. Perplexity (research anything) 3. Klingai (create AI videos) 4. Luma (create 3D models) 5. Suno (compose music) 6. Hemingwayapp (perfect writing) 7. Capcut (edit videos) 8. Youlearn (summarize YouTube) 9. Canva (design graphics) 10. ElevenLabs (clone voices) 11. Descript (edit podcasts) 12. ✅ Save this list, it might be incredibly useful.

everyone is talking about onchain agents. @JupiterExchange already has the trading, yield, and API infrastructure needed to be the home for onchain agents. but the real unlock that people haven't understood yet is @JupGlobal. in the near future, you'll be able to create sub-accounts for your agents. then your agents can pay in the real world using stablecoins. if you're building/using AI Agents, go download @jup_mobile and get a @JupGlobal account to be first in line when the feature goes live

📂 Crypto Narratives ┃ ┣ 📂 Prediction Markets ┃ ┣ 📂 Polymarket ┃ ┗ 📂 Kalshi ┃ ┣ 📂 Neobanks ┃ ┣ 📂 RedotPay ┃ ┣ 📂 KAST ┃ ┣ 📂 Telcoin ┃ ┗ 📂 DeBlock ┃ ┣ 📂 AI ┃ ┣ 📂 Bittensor (TAO) ┃ ┣ 📂 Render Network ┃ ┣ 📂 Fetch AI ┃ ┣ 📂 Internet Computer (ICP) ┃ ┣ 📂 Akash ┃ ┗ 📂 QUBIC ┃ ┣ 📂 RWAs ┃ ┣ 📂 Ondo Finance ┃ ┣ 📂 Clearpool ┃ ┣ 📂 Algorand ┃ ┣ 📂 Propbase ┃ ┣ 📂 WELF ┃ ┣ 📂 Centrifuge ┃ ┗ 📂 Maple Finance ┃ ┣ 📂 DePIN ┃ ┣ 📂 GEODNET ┃ ┣ 📂 Helium ┃ ┣ 📂 Hivemapper ┃ ┗ 📂 io net (IO) ┃ ┣ 📂 Layer 1s ┃ ┣ 📂 Ethereum ┃ ┣ 📂 Solana ┃ ┣ 📂 Sui ┃ ┗ 📂 Sei Network ┃ ┣ 📂 Privacy ┃ ┣ 📂 ZANO ┃ ┣ 📂 Monero ┃ ┣ 📂 Zcash ┃ ┣ 📂 Firo ┃ ┣ 📂 Dash ┃ ┗ 📂 PIVX ┃ ┗ 📂 DeFi ┣ 📂 Uniswap ┣ 📂 Aave ┗ 📂 Hyperliquid

In many defi sectors almost all revenue is captured by the top 2 market participants, basically most crypto verticals are turning into duopolies credit to @joeljohn (based on defillama data)

Here's a thinker Where do you think all of the big tier 1 crypto VC investments go? Let's do a quick check on some tier 1s and their notable investments (notice how much money now goes into CeFi pjs, and with most of them, you probably won't get anything) ↓ ▫️Paradigm: Last investment was Noise (a prediction market) almost 2 months ago, before that was Rift (a DEX) almost 4 months ago ▫️Polychain Capital: Last two investments were Andrena and ETHGas more than 2 months ago. They've also doubled down on Seismic more than 3 months ago ▫️a16z: Latest crypto investment was over a month ago into Kairos (a trading terminal for prediction markets), the other one was Babylon almost 2 months ago (Babylon had already tokenized btw) ▫️Pantera Capital: Latest investments were pretty recent, into Based (a perp DEX / prediction market) and Novig (another prediction market) It seems lately all the tier 1s are primarily investing in prediction markets and perps (like we don't have enough of these already) and they are doing it very selectively Not to mention that the whole crypto investment space is pretty scarce these days. Just bear market things ig We're pretty cooked, right?

Kamino's PRIME market is now the single largest RWA market in DeFi $570M Market Size. $250M Borrowed. Across 3,653 active loans. Built natively on @solana.

It happened @kamino just overtook @JupiterExchange by TVL on Solana Why Kamino keeps growing while everything else bleeds: 1 - 23 built-in vaults for RWA products 2 - The PRIME market alone is valued at $570M 3 - Sentora PYUSD Vault grew to $400M+ 4 - When institutions enter Solana, they enter via Kamino 5 - It's quietly becoming the #1 protocol for institutional integrations on Solana Predicted this back in February Does Jupiter take #1 back, or is this Kamino's moment? They are not even close to that number of integrations

@Leoaraiz_BTW @JupiterExchange @weremeow @kashdhanda Positive response so far

It’s been 10 days since Net Zero Emissions passed, and look what’s happened 👀 > $JUP is up ~30% in the last 7 days > Showing real strength against $SOL after weeks of lagging > Revenue keeps climbing > Massive buybacks continue (~1.5M JUP bought today alone) > The airdrop noise & constant FUD? Mostly cleared out The structure got cleaner. The sentiment reset. The numbers kept improving. This is what happens when strong revenue meets zero emissions and active buybacks. Feels like the perfect setup for $JUP to keep compounding from here. Let’s see how it plays out 🪐