Hercules | DeFi

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Hercules | DeFi

Hercules | DeFi

@Hercules_Defi

Research: DeFi | AI | RWAs | L2s In Web3 Since 2017. Survived 3 cycles.

Katılım Ocak 2023
1.7K Takip Edilen45.2K Takipçiler
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Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
This year exposed the truth: Buybacks only work when the numbers are real. $1.4𝘉 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘴𝘱𝘦𝘯𝘵 𝘴𝘰 𝘧𝘢𝘳, 𝘣𝘶𝘵 𝘰𝘯𝘭𝘺 𝘢 𝘧𝘦𝘸 𝘱𝘳𝘰𝘵𝘰𝘤𝘰𝘭𝘴 𝘵𝘶𝘳𝘯𝘦𝘥 𝘵𝘩𝘢𝘵 𝘪𝘯𝘵𝘰 𝘢𝘤𝘵𝘶𝘢𝘭 𝘷𝘢𝘭𝘶𝘦. In crypto, cashflow isn’t just king, it’s the whole kingdom.👇 --------------------------------------------- Projects have spent a combined $145.93 million on average each month on token buybacks this year. But, 𝐖𝐡𝐲 𝐝𝐨 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐝𝐨 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬? ➢By removing tokens from circulation either via burns or locking, buybacks can create scarcity, potentially supporting or stabilizing price. ➢Revenue is used for buybacks, which reduces the token supply and gives holders a clearer connection between the protocol’s cash flow and the token’s value. ➢Some protocols accumulate tokens to use later for growth, incentives, liquidity, or strategic initiatives. ➢Repurchased tokens can be used for staking rewards or other incentives, encouraging user engagement and long-term holding. 𝐓𝐡𝐞 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐝𝐨𝐢𝐧𝐠 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬: --------------------------------------------- ➢ @HyperliquidX (HYPE) has spent $644.6 million this year to repurchase 21.36 M HYPE which accounts for 2.1% of supply averaging $65.5 M per month. HYPE token buybacks have averaged $65.50 million a month in revenue spending, ranging from as low as $39.14 million in March, to as high as $110.62 million in August. The average HYPE buyback price is around $30.18 so far. The sheer scale and consistency created persistent buy pressure, compressed float, and indicates a revenue-backed tokenomics. HYPE became the poster-child of the buyback system. --------------------------------------------- ➢ @Pumpfun (PUMP) has spent $138M to repurchase its token, $PUMP, since July this year which equals 3% of supply, the recurring buybacks are supported by platform revenues. Pumpfun has spent an average of $40.47 million per month to repurchase PUMP. They converted their memecoin launchpad fees into recurring buys, They turned speculative hype into a recurring supply sink which helped stabilize price and reduced circulating supply during volatile periods. --------------------------------------------- ➢ @LayerZero_Core (ZRO) did a one-off $150M buyback to repurchase 5% of total ZRO supply from early investors. This massive buyback removed a meaningful chunk of supply at once which in turn stabilized price, reducing potential selling pressure from early investors and signalling long-term alignment. --------------------------------------------- ➢ @Raydium (RAY) is a Solana DEX and it leads as the project with the largest token buyback-and-burn spending of $100.35 million. Unlike the top three token buybacks which were only implemented this year, the programmatic RAY token buybacks have been in place since 2022. By funneling DEX fee revenue into buybacks and burns, Raydium helped support scarcity, improved staking/yield mechanics, and aligned token supply with actual usage. --------------------------------------------- ➢ @SkyEcosystem (SKY) since its launch in February, Sky Protocol's programmatic token buybacks have accumulated 5.4% of total supply using $78.82 million in surplus revenue YTD, This makes it the third highest share of supply that has been repurchased. SKY token buybacks have seen spending fluctuate between $2.96 million and $18.31 million a month, averaging $9.68 million --------------------------------------------- While these projects above have enjoyed the buyback system and it has really help them thrived, there are some other projects who are also using this system but it hasn't really moved the needle for them ➢ @JupiterExchange (JUP)aAllocated 50% of protocol fees to buybacks starting Feb this year. Since then, they have spent $57.85M on tokens and have repurchased 117M $JUP which amounts to 1.68% of the circulating supply. Despite buybacks, JUP remained under pressure. Weak demand and tough conditions meant the supply sinks didn’t help much even big allocations couldn’t lift the price back up. --------------------------------------------- ➢ @jito_sol (JTO) completed an initial $1M buyback in late Q3 which was executed and the DAO has moved to allocate protocol revenue toward continued repurchases, Jito has since then 520k of the JTO supply which equals to 0.05% of the supply Even though they did this, $JTO remained under pressure in several windows. Market commentary concluded that the buyback size was too small relative to float/liquidity to create a durable price floor. It was therefore perceived as necessary signaling but insufficient to reverse the downtrend by itself. --------------------------------------------- ➢ @aave (AAVE) Aave’s DAO approved a $50M annual buyback program. This is a large, revenue-backed commitment that improved long-term framing for AAVE holders. However, price action remained correlated to macro factors like ETH correlation, lending market cycles, and the program, while constructive for capital allocation, it did not shield AAVE from broader market drawdowns. --------------------------------------------- ➢ @ether_fi (ETHFI) has a new proposal recently authorizing up to $50M from treasury to buy back ETHFI if price goes below $3 As a newly approved plan, no significant on-chain evidence yet of execution so the market hasn’t rewarded it. Demonstrates that intent alone isn't equal to impact, executions matter a lot. --------------------------------------------- 𝐖𝐡𝐚𝐭 𝐭𝐡𝐢𝐬 𝐬𝐡𝐨𝐰𝐬 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐭𝐨 𝐰𝐚𝐭𝐜𝐡 𝐠𝐨𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝 ➢ Small buybacks rarely move the supply curve. Protocols that spent tens or hundreds of millions (like Hyperliquid, Pumpfun, LayerZero) showed real results. ➢ Consistency matters more than headlines . A one-off $150M buyback like ZRO can shift supply but only recurring, revenue-backed buybacks build long-term credibility. ➢ Even aggressive buybacks can have limited effect if token supply is huge, liquidity deep, or demand weak. ➢ Programs with public dashboards or verified on-chain buys like Hyperliquid and the EtherFi proposal build trust but the market values action, not just promises. ➢ When combined with real product usage, token utility, and growth, buybacks amplify value. Alone, they risk being just PR theatre. --------------------------------------------- 𝐂𝐨𝐧𝐜𝐥𝐮𝐬𝐢𝐨𝐧: 𝘛𝘩𝘪𝘴 𝘺𝘦𝘢𝘳 𝘱𝘳𝘰𝘷𝘦𝘥 𝘰𝘯𝘦 𝘴𝘪𝘮𝘱𝘭𝘦 𝘵𝘳𝘶𝘵𝘩: 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘰𝘯𝘭𝘺 𝘮𝘢𝘵𝘵𝘦𝘳 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭𝘴 𝘢𝘳𝘦 𝘳𝘦𝘢𝘭. 𝘛𝘩𝘦 𝘱𝘳𝘰𝘵𝘰𝘤𝘰𝘭𝘴 𝘸𝘪𝘵𝘩 𝘴𝘶𝘴𝘵𝘢𝘪𝘯𝘦𝘥, 𝘳𝘦𝘷𝘦𝘯𝘶𝘦-𝘣𝘢𝘤𝘬𝘦𝘥 𝘣𝘶𝘺𝘴 𝘴𝘢𝘸 𝘳𝘦𝘴𝘶𝘭𝘵𝘴; 𝘵𝘩𝘦 𝘰𝘯𝘦𝘴 𝘳𝘦𝘭𝘺𝘪𝘯𝘨 𝘰𝘯 𝘴𝘮𝘢𝘭𝘭 𝘰𝘳 𝘴𝘺𝘮𝘣𝘰𝘭𝘪𝘤 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘥𝘪𝘥𝘯’𝘵 𝘮𝘰𝘷𝘦 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵. 𝘎𝘰𝘪𝘯𝘨 𝘧𝘰𝘳𝘸𝘢𝘳𝘥, 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘵𝘩𝘢𝘵 𝘤𝘰𝘶𝘯𝘵 𝘢𝘳𝘦 𝘵𝘩𝘦 𝘰𝘯𝘦𝘴 𝘱𝘢𝘪𝘳𝘦𝘥 𝘸𝘪𝘵𝘩 𝘳𝘦𝘢𝘭 𝘥𝘦𝘮𝘢𝘯𝘥, 𝘳𝘦𝘢𝘭 𝘶𝘴𝘢𝘨𝘦, 𝘢𝘯𝘥 𝘳𝘦𝘢𝘭 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘰𝘯. 𝘌𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘦𝘭𝘴𝘦 𝘪𝘴 𝘯𝘰𝘪𝘴𝘦. Your thoughs?
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Hercules | DeFi retweetledi
Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
AI and the agentic economy has continued to grow. 𝘈𝘐 𝘢𝘨𝘦𝘯𝘵𝘴 𝘢𝘳𝘦 𝘴𝘸𝘢𝘱𝘱𝘪𝘯𝘨, 𝘴𝘪𝘨𝘯𝘪𝘯𝘨, 𝘧𝘶𝘯𝘥𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘯𝘨 𝘢𝘶𝘵𝘰𝘯𝘰𝘮𝘰𝘶𝘴𝘭𝘺, 24/7, 𝘢𝘵 𝘮𝘢𝘤𝘩𝘪𝘯𝘦 𝘴𝘱𝘦𝘦𝘥. These are some huge updates you might have missed this week 👇 -------------------- ➢ @MoonPay acquired AI trading startup Dawn Labs and launched Dawn CLI, letting users build and deploy automated trading strategies using plain-English prompts. -------------------- ➢ @Circle launched Agent Stack, an infrastructure suite giving AI agents Agent Wallets for USDC payments, an Agent Marketplace to discover services, and Circle CLI for executing financial actions. -------------------- ➢ @Coinbase's x402 and wallet infrastructure are now natively integrated into @awscloud Bedrock AgentCore Payments, enabling USDC micropayments for AI agents on Base and Solana -------------------- ➢ @privy_io wallet infrastructure integrated into AWS Bedrock AgentCore Payments, giving enterprise AI agents built-in spending controls and Stripe onramp funding. -------------------- ➢ @Tether AI released @qvac MedPsy, an open-source on-device medical AI. The 4B model outperforms MedGemma 27B on clinical benchmarks while running entirely on smartphones -------------------- ➢ @BosonProtocol proposed x402B, an on-chain escrow extension to the x402 payment standard for high-value and pseudonymous AI agent payments. -------------------- ➢ @GoKiteAI partnered with @ankr to provide the global RPC infrastructure layer for Kite's AI agent payment L1, giving developers low-latency, geo-distributed endpoints to build agentic economy apps at scale. -------------------- ➢ @Chainalysis announced blockchain intelligence agents rolling out this summer, letting investigators and compliance analysts run plain-language crypto investigations. -------------------- ➢ @AptosLabs committed $50M to support AI and institutional onchain markets, funding protocol infrastructure, research, and a strategic fund for trading & AI partners -------------------- ➢ @nectarsocialai raised $30M Series A and launched Nectar Agent, an autonomous AI agent for modern marketing, with strong beauty/tech crossover potential for onchain campaigns. -------------------- ➢ @SentientAGI launched EvoSkill v1.1.0 with Docker and Daytona support, enabling AI agents to autonomously improve their own skills in remote environments. -------------------- ➢ @ton_blockchain launched Acton, a unified CLI toolchain for TON smart contract development built around the Tolk language. -------------------- ➢ @Assemble_io launches on @Gate Square, delivering real-time AI-ranked crypto news and insights. Which did I miss? Drop it in the comments 👇
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Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
"trust us, we're fully backed." Many crypto exchanges have said it. But very few actually let you check for yourself. that's why what @MEXC just did is worth paying attention to. they expanded their Guardian Fund from $100M → $500M. 5x in two years. and instead of dropping a PDF and asking you to take their word for it, they put the wallets on-chain. live. publicly verifiable. right now. the numbers behind it: → $500M Guardian Fund (up from $100M) → 1,000 BTC acquired as a long-term reserve anchor → USDT reserve for instant liquidity → $270M+ net inflows in the past month alone → 100% on-chain, real-time, no waiting for the next report cycle the dual-reserve structure is the part most people will skip past, and they shouldn't. USDT covers you if something breaks tomorrow. BTC holds value across cycles when stablecoins can't. one asset for the short game, one for the long game. both wallets are public. both update in real time. now look at how other major exchanges handle this: > Binance SAFU: $1B+, disclosed once a year in a report > Bitget: $436M with a monthly dashboard (one of the stronger examples) > Gate, OKX: limited public disclosure on current fund size that’s still the common approach across much of the industry, PDFs, press releases, and “trust us.” MEXC is doing something different: open the BTC wallet. open the USDT wallet on Etherscan. check the balance yourself. no login. no dashboard. no quarterly cycle. just an address and the truth. after FTX, after Celsius, after every "we're solvent" tweet that turned out to be a lie, this is the bar now. not "we have reserves." but "here, verify them." MEXC is building proof. the rest are still building promises.
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Fabius DeFi
Fabius DeFi@FabiusDefi·
ICYMI: the $150K reward pool for @TheARCTERMINAL public mindshare leaderboard is still live 🎁 As you can see, top performers are projected to earn around $2.5K–$7.5K in stablecoin rewards, pretty similar to what top yappers were making during the Inf0fi era. I’ve only made 2 posts about the project so far and I’m already sitting around #156. My target: top 25, getting $ 1K+ rewards + pts > future airdrop potential. Remember the AI mid-low cap wave I talked about recently? This might actually be one of the more interesting gems in that category. Join and try climbing the leaderboard here, could be worth it 👀 os.arcterminal.ai/login?ref=IKKV…
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Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
@KongBTC Litecoin survives every cycle because utility outlasts hype in crypto markets.
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Kong Trading 🦍
Kong Trading 🦍@KongBTC·
$LTC at these prices still makes no sense to me 14+ years online, almost instant transactions, fees cheaper than a bank transfer, actual real world usage And people still act like Litecoin is some random old coin
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Nick Research
Nick Research@Nick_Researcher·
➥ POV: who owns stablecoins owns the financial workflows
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Kaff 📊
Kaff 📊@Kaffchad·
.@virtuals_io ACP feels like Earthquake in agents, I think An economic primitive that lets agents find work, negotiate, execute, get paid. What convinced me is simple. I ran a Luna job, total ~$200. Only 5% was the protocol fee (plus optional evaluator). For multi-step work, I’ll pay it; for simple tasks, I’d steer to stewarded flows. The USDC switch is the right call. It removes double sell-pressure on $VIRTUAL and makes pricing sane. Let $VIRTUAL be stake/incentives/governance, not the medium of exchange. – 3 roles + event-driven phases give ACP real business grammar instead of vibes. → 3 roles: Client/Provider/Evaluator → 5 phases: Open → Budget Set → Funded → Submitted → Completed/Rejected – Identity + wallets: non-custodial EVM wallets + composite identity = programmable spend + persistent rep. That’s how you enforce rate limits and make reputation portable. – Clusters work in the wild, @AIxVC_Axelrod (@aixbt_agent, @mamo, @gigabrain_agent) and Luna’s media house show specialization > monoliths. I see @virtuals_io ACP as the real unlock for the AI agent economy. ACP is giving them a shared business grammar: request, negotiate, transact, evaluate. What stands out to me: – Pure language interface → agents actually talk the way machines do, no clunky UIs. – On-chain settlement → payment, identity, and reputation tied directly to smart contracts. – Clusters in the wild → AxelRod for DeFi, Luna for media, already showing how specialization + collaboration beats monoliths. – USDC switch → removes volatility, makes ACP a serious economic backbone instead of just an experiment. To me, ACP feels like the QuakeWorld moment for agents messy at first, but suddenly global, collaborative, and impossible to ignore. I’ll watch evaluator accuracy & latency, effective take-rate, GMV in USDC, job completion time, % of human-in-the-loop runs. ACP is already ahead of every agent marketplace I’ve seen because it bundles discovery, execution, and settlement into one loop. I’m bullish on ACP-as-infra and selectively bullish on earning agents that prove unit economics under USDC. I’ll use Luna for complex campaigns, stewarded flows for simple tasks, and I’m long the idea that coordination > raw IQ in the agent economy.
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Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
Why are most wallets built just to store assets? I really feel that design is outdated. This is why we all need to see what @DCENTWALLETS's new XRP Alliance is all about. ➥ 𝐗𝐑𝐏 𝐀𝐥𝐥𝐢𝐚𝐧𝐜𝐞 The idea is pretty simple: Turn idle XRP into active capital without forcing users to leave self-custody. To me, this solves a real problem when it comes to scaling XRP. A lot of XRP holders have kept assets idle for years because the ecosystem felt too fragmented. ➥ 𝐃’𝐂𝐄𝐍𝐓 𝐢𝐬 𝐛𝐫𝐢𝐧𝐠𝐢𝐧𝐠 𝐚𝐥𝐥 𝐨𝐟 𝐭𝐡𝐚𝐭 𝐢𝐧𝐭𝐨 𝐨𝐧𝐞 𝐩𝐥𝐚𝐜𝐞. And I actually think that’s the smart part. Through partnerships with @FlareNetworks, @squidrouter, @doppler_fi, and @BanxaOfficial. Users can access RLUSD, ecosystem services and a broader XRP utility directly inside the wallet itself. Now, everything stays simple, secure and self-custodied in one place. This is really important because most users simply want utility without sacrificing self-custody. Another thing I liked about this is that D’CENT says users only pay the base network fee. That may sound small, but over time those fees matter a lot for long-term holders. ➥ 𝐓𝐡𝐞 𝐅𝐥𝐚𝐫𝐞 𝐂𝐚𝐦𝐩𝐚𝐢𝐠𝐧 𝐟𝐞𝐞𝐥𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐞 𝐬𝐭𝐚𝐫𝐭 𝐨𝐟 𝐚 𝐛𝐢𝐠𝐠𝐞𝐫 𝐩𝐮𝐬𝐡 The campaign runs from May 19 to June 8. It will be a simple, step-by-step onboarding experience that shows holders exactly how to turn their "sleeping" XRP into active assets. The winners will probably be the platforms that can combine: > Security > Simplicity > Utility > Real ecosystem access All in one place. I believe D'CENT will execute this properly. And being able to make this work will be a big unlock for the XRP ecosystem and the space.
D'CENT Wallet@DCENTWALLETS

The XRP Alliance is Here.🔵 The XRP ecosystem, finally moving as one, inside D'CENT. Meet our first 4 partners of the XRP Alliance 👇 @FlareNetworks @squidrouter @doppler_fi @BanxaOfficial Never Fold. Stay Unified. #XRPArmy

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Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
@FabiusDefi HYPE entering institutional era now, fundamentals honestly look ridiculously strong long term.
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Fabius DeFi
Fabius DeFi@FabiusDefi·
Hyperliquid officially institutionalized! The 21Shares THYP ETF launched on Nasdaq 2 days ago with $1.2M inflows. Imo, this is a solid start for a first-mover altcoin product. 0.30% fee, physical HYPE backing, and staking exposure. Institutions now hold it in brokerage accounts with zero wallet or custody friction. @HyperliquidX's core metrics at launch: – $6.7B daily perp volume, $9.2B open interest, $5B TVL, and ~$1.1B-$1.3B annualized revenue from fees – 97% of those fees flow straight into the Assistance Fund for automated HYPE buybacks – That mechanism already delivered over $50M in 30-day distributions to holders last month with zero incentive spend ETF impacts are direct and measurable. – Structural buy demand. Every dollar of AUM requires real HYPE purchases. Early $1.2M inflows equal immediate bid support. – If AUM scales to $500M - $1B in the next 6-12 months → realistic given the staking yield and Hyperliquid’s rev flywheel, that creates consistent monthly buying pressure on a $9.5B mcap token. Volume and revenue acceleration. Institutions now have compliant on-ramp exposure. Many will allocate to the underlying perps on hyperliquid:native itself for the same cheap, fast execution that already captured 30%+ of onchain perp market share. Higher institutional flows tighten the loop: more volume, higher fees, larger buybacks, stronger token floor. I’m looking back at the fundamental, circulating supply sits at ~238M out of 1B max. – Buybacks offset emissions and create net deflationary pressure as revenue grows – No other major perp platform routes this percentage of fees back to token holders at this scale Short-term price reaction was muted, hyperliquid:native pulled back to the $39-$40 zone after the news, then ~$46 now. I expect ETF launches rarely pump the underlying on day one, they build demand over quarters. My honest valuation prediction post-launch: – HYPE is fairly valued today at $11.69B mcap on current revenue run-rate. – The ETF removes the last major barrier to institutional capital. If Hyperliquid maintains its perp dominance and the fund reaches even $2B AUM within 18 months, revenue scales to $ 1.5B+ annualized and buybacks tighten supply. I see $65-$75 a fair value in that timeframe, roughly 2x from here. Above $80 requires sustained $ 10B+ daily volume and multiple competing ETFs adding liquidity. Below $50 only if the overall crypto risk appetite collapses. I remain long on hyperliquid:native 💎 NFA.
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Nick Research
Nick Research@Nick_Researcher·
Fun fact: NO GOOD AIRDROP has ever come from a blue logo project • ~88% of airdropped tokens lose value within 3 months • Only ~11-12% positive returns after 90 days in big 2024/2025 studies The dumb CT lore: - Green logos = Hyperliquid, Kaito, LooksRare → ate good - Red/pink = Optimism, Uniswap → cooked - Yellow = Blur, Bonk → vibed - Blue = Historically... cursed. Except my $ARB legendary ‘;O Is this when the blue curse finally ends? $POLY <> $BASE <> $SEA <> $VAR
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Nick Research@Nick_Researcher

TOP PRE-TGE PROTOCOLS IN BLUE [1] @Polymarket - $2.88B funding [2] @opensea - 415.15M funding [3] @chaoslabs - $79M funding [4] @variational_io - $11.8M funding [5] @base - $0 funding share more, only BLUE logos accepted

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Kaff 📊
Kaff 📊@Kaffchad·
► Top 5 categories by revenue in the last 30days 🥇 Stablecoin: $701.25M > dominated by: Tether, Circle, @Paxos 🥈 Derivatives (Perps): $67.98M > dominated by: $hype, $Edge, $Lit 🥉 Launchpad: $34.75M > dominated by: Pumpfun, @risedotrich, Four_meme 4️⃣ Dexs: $30.44M > dominated by: Pumpswap, Aerodrome, Uniswap 5️⃣ Prediction Market: $23.75M > dominated by: Polumarket, Kalshi, @trylimitless | $LMTS
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Yaki
Yaki@Yaki_fomoArt·
for anyone who missed the $POLY teasing, much alpha has been dropping from the team lately. snapshot is not taken yet, still time to: > bet > LP > sponsor > link X account + create supportive content I have a dream wif @Polymarket now
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Kong Trading 🦍
Kong Trading 🦍@KongBTC·
I swear every crypto bro I know didn't age well
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Defi Rocketeer
Defi Rocketeer@Defi_Rocketeer·
🔝 @HeyElsaAI is the DeFi APIs of crypto Think about it, traditional DeFi is built on raw APIs and smart contracts. You code the calls, handle the gas, route liquidity, manage cross-chain logic. It’s powerful… if you’re a dev with time and nerves of steel. HeyElsa and their multi-agent system breaks it down, simulates, routes, executes, monitors, and optimizes across chains. It’s literally orchestrating the underlying DeFi APIs for you at scale. - x402 makes it agent-native. - ERC-8004 gives verifiable identity. - the whole stack turns “conversation” into real onchain action. That’s live infra doing what every DeFi power user wishes they could script in natural language. In my opinion, $ELSA ships execution, it’s the programmable DeFi interface the space has been begging for, except you don’t need to be a Solidity dev to use it. You just talk, and the agents do the API-heavy lifting behind the scenes. If you’re still manually managing your DeFi life in 2026… you’re doing it wrong. DYOR.
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Renksi
Renksi@renksi·
people keep fading NFTs but buyers are scooping up @BoredApeYC aggressively again multiple 9+ $ETH sales in under an hour smart money always comes back to strong brands first
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Renksi
Renksi@renksi·
people still don't realize what @quipnetwork is building CPU, GPU, ASIC, even future QPUs all protected through one quantum-safe layer the quantum era is coming faster than people actually think
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DeFi Decoder
DeFi Decoder@DeFiDecoder_·
We're back above $1B in market cap for $KAS 💹 And we've had a good month at that too! Now that we're also looking forward to a major mainnet upgrade (Toccata), and the market as a whole is showing signs of recovery, I'm even more bullish
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DeFi Decoder
DeFi Decoder@DeFiDecoder_·
Q-Day had a lot of food for thought Quantum compute is a double-edged sword for the blockchain space right now It could eventually crack your wallet, or be used to protect it, like @quipnetwork does $QUIP is fully aware of both edges 🔪
Quip Network@quipnetwork

Our CTO @rcarback speaking about Q-Day at @BitGo's High Roller Summit, during last month's @TheBitcoinConf in Las Vegas. "First they ignore you, then they start fighting you. We're now on the 'they're trying to start joining us' phase." Full panel ↓ youtu.be/lcpqIG1Z-Ak?si…

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