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@andrewmoh @Defi_Warhol @JAM_Card_X Wide merchant support is still one of the biggest factors when choosing a crypto card

It's no longer an option when you're choosing a crypto card; it's now a lifestyle. Since @Defi_Warhol has been pretty enthusiastic about this niche, I've been searching for alternative cards myself. And @JAM_Card_X comes in handy when I'm looking for a casual card for daily spending, which means only these vital features are needed: + shortest path to onboard via social logins (only 01 verification needed from email) and easy setup with PIN code or biometric authentication. + supporting Apple Pay and Google Pay + a wide range of accepted merchants and sites + fast and free payment with only one tap + easy on- and off-ramp Moreover, JAM cards are managed under one single JAM app, which means users don't have to carry the physical card everywhere. JAM cards offer up to $500k limit per day. Bet that you won't buy 5 Porsches every day. A plus for Tron users is that gasfree tech on JAM allows any USDT transactions on the network to be free of using native gas token. In case you want to compare JAM Cards with others 👇 Register for your JAM Card at: jamcard.io/download/?via=…

@0xgilllee You picked two solid examples to support the point.

We've accepted one thing for a long time. Memecoins are never built for the long run. But that's exactly why they're so good at one thing - creating attention. A hot meme can bring users, liquidity, and activity to a new chain in just a few days. Recent examples that proved the statement well: + In @RobinhoodCrypto, $CASHCAT helped push daily trading volume to $800M right after launch. + Meanwhile @Pumpfun brought users back to @solana and gave the ecosystem fresh momentum for AI and DeFi to grow. Sometimes, a little hype is all it takes to kickstart an ecosystem.

@0xAmberCT @RobinhoodCrypto Robinhood has a unique advantage here.

A walkthrough on the Robinhood Chain ecosystem Since @RobinhoodCrypto officially launched its mainnet, it has quickly pulled a lot of attention from users and the crypto community. Only after a few days, TVL passed $100m, DEX volume crossed $1b, and daily volume even peaked around $560-570m. That’s enough to put it among the most active chains right now. With the advantage of Robinhood's app with 28m users, super cheap gas, and a clear focus on tokenized RWAs, the ecosystem is growing at a breakneck pace. In this context, I've noticed a few prominent names that are being sought after by the community. 1. @arcus_xyz - DEX - Arcus is a DEX for spot and perps, covering stocks, commodities, and crypto. - Built by dYdX Labs and backed by Robinhood Crypto. Spot is live with zero fees for 95+ tokenized stocks, perps still in waitlist. - I think this is a solid short-term farming play since it already has real volume. 2. @Lighter_xyz - PerpDEX - Lighter runs on ZK infra and focuses on secure trading. - It’s already inside Robinhood Wallet and has up to $11M in rewards, with 2x points if you trade via the wallet. - Pretty straightforward setup, easy to farm with clear incentives. 3. @Noxa_Fi - Launchpad - Noxa is where a lot of new tokens get launched daily, especially memecoins. - There are fee share and staking rewards. Volume is high, but it’s very meme-driven so risk is also higher. 4. @robinfunxyz - Launchpad - Robinfun uses bonding curves for fair launches. - Simple to use and beginner-friendly. Feels like an easy place to try early token plays. 5. @TheIndexFi - RWA - TheIndexFi takes trading fees, buys tokenized stocks, and sends dividends back to holders. - I like this one more for the long term since it’s tied to real asset. 6. @HoodmarketRH - Prediction Market - Hoodmarket lets users bet on outcomes with onchain settlement. - This niche usually has steady activity and less noise compared to memecoins. 7. @rialto_xyz - Onchain Exchange - Rialto is an AMM-based exchange with tokenized stocks, crypto, and RWAs. - Already supports 90+ stock tokens. Feels like a more real product compared to most meme-heavy apps. 8. @GoMintly - AI - GoMintly uses AI to move funds between strategies for better yield, while users keep control of assets. - The AI + DeFi angle fits well with current trends. 9. @RangerAI_tech - AI - RangerAI gives tools to track DeFi opportunities, smart money, and risks. - Holding the token unlocks more features. Could be useful if AI trading becomes more common. 10. @aaro_fun - Memecoin Launchpad - Aaro Fun is focused on memecoin launches. - Fast volume, but high risk, typical degen zone. 11. @oasisRBH - RWA - OasisRBH is about owning fractions of real-world assets onchain. - This matches Robinhood’s direction, so it could matter more over time. 12. @exypnos_xyz - DEX - Exypnos helps find better swap routes and prices. - Nothing fancy, but needed for smoother trading. 13. @RobinDomains - Identity/Web3 Domains - RobinDomains builds identity and domain services. - This layer becomes more important as more apps and users come in. 14. @robintown_xyz - Social App - Robintown mixes social, trading, NFTs, and community. - Could help keep users active on the chain instead of just farming and leaving. 15. @gitlawb - Decentralized Git & Development - Gitlawb is a decentralized Git platform where both users and AI agents can build together. - Still early, but the idea is interesting if AI agents become more common.

@andrewmoh @BNBCHAIN Payments and AI seem like a natural combination for the next cycle

Somehow @BNBCHAIN is so fast that any tech updates feel unnecessary. However, upgrading is what keeps the network moving forward. Raising the max capacity doesn't mean normal usage always stress-tests it. Set the TPS, interval, and finality aside; let's shift your focus to these: + agentic AI on BNB Chain is now receiving attention: BNB Agent Studio and Agent SDK are the latest frameworks to support agent builds. + payment on BNB Chain now has the advanced Middleware Payment Protocol. + institutional privacy: framework forming. Overall, BNB Chain is showing real receptiveness to the trending narratives, not only prioritizing accumulating transactions and fees. With the already top 4 by 30D DEX volume (of $20.65b) and top 2 by RWA value (of nearly $4b), BNB Chain has a wide gate to grow agents, payments, and institutional finance.

@defikadic Interesting to see referrals becoming a core growth strategy across so many platforms.

@andrewmoh @OndoFinance The pace of growth since launch has been remarkable

Ondo Global Markets (Ondo GM) alone accounts for over $954m in TVL out of a total of $3.506b TVL for the whole @OndoFinance. The ratio is 27.2%, which is massive and impressive considering Ondo GM has just been introduced since Sep 2025. TVL is split equally between tokenized equities. The group above $30m includes: + Circle Internet - CRCLon + iShares Core S&P 500 - IVVon + Micron Technology - MUon + SPDR S&P 500 ETF - SPYon + NVIDIA - NVDAon + iShares Bitcoin Trust - IBITon + Invesco QQQ - QQQon + Hims & Hers Health - HIMSon + Marvell Technology - MRVLon It feels like tech stocks are receiving more attention. Also, the stock price range is pretty large, which suits many investment tastes.

@andrewmoh @grvt_io Curious to see how staking tiers influence user behavior once the token goes live

We've talked about how @grvt_io stands out in the perp landscape by becoming an institutional-grade yield hub. It's not 'another' perp dex to take off; it's $GRVT that will form the next step for Grvt. When Grvt introduces their touches on RWAs, it means Grvt is not only for traders; it's for anyone who seeks a solution for every $1 of holdings. The TGE of GRVT is taking place on July 21, after the conclusion of Grvt season 2 and the points distribution. Back to the key takes on $GRVT: + total supply: 1 billion + 28% is set for community and airdrop + primarily used for staking: higher staked = higher tier = higher benefits on cashback, fee reduction, and earning APY The term 'airdrop' relates to further phases when users participate in Grvt (the common mechanism for most perp dex). Set the date.

@defikadic Nice balance between established privacy networks and emerging infrastructure

Privacy is silently gaining the TVL in DeFi, especially when exploits in DeFi happen more often. Privacy-focused assets are outperforming the broader market at several points, and new institutional use cases are driving demand for on-chain confidentiality. What are the new frontiers? + RWA privacy + Confidential assets (or shielded, etc.) + Network-level privacy Here are the top 10 privacy projects you should keep an eye on to not miss the privacy narrative. 1. @Zcash One of the bullish privacy token (by community), Zcash was the first blockchain to implement zk-SNARKs in production, offering an "opt-in" privacy model distinct from Monero's mandatory approach. Category: zk-SNARKs, institutional privacy. 2. @monero Launched in 2014, the L1 with only one mandatory privacy in crypto, no option for transparent mode. Monero uses ring signatures, stealth addresses, and Ring Confidential Transactions to obscure sender, receiver, and transaction amount on every transfer by default. Category: 100% privacy, L1. 3. @aztecnetwork Built on Ethereum, designed to bring confidential smart contracts and private DeFi to the Ethereum ecosystem. Aztec offers zk-rollup that supports fully shielded smart contract execution, private token transfers, confidential DeFi positions, and shielded application logic. Mainnet launched in Nov 2025, with roughly $1.2b in TVL reported by mid-2026. Category: L2. 4. @AleoHQ L1 built specifically for privacy-preserving applications, extending privacy to general-purpose confidential computation. Aleo uses a programming language called Leo to build applications where inputs, computation, and outputs can be selectively private while remaining verifiable on-chain. Category: L1, compute. 5. @Dashpay A privacy-focused fork of Bitcoin, Dash has since repositioned primarily as a payments network rather than a pure privacy coin. Dash offers PrivateSend - an optional CoinJoin-based mixing feature for transaction privacy. Category: payment. 6. @zama The confidential protocol focuses on FHE rather than ZK proofs - which is a different approach to privacy that allows computation directly on encrypted data. Zama has just launched their mainnet and also $ZAMA for reward-base computing on the network. Category: FHE. 7. @MidnightNtwrk A newer network built around ZK cryptography, associated with the Cardano ecosystem aimed at "programmable" data protection for regulated use cases. Midnight offers a dual-token architecture separating governance token from the privacy-focused fee, supporting confidential smart contracts with selective data disclosure. Category: Cardano-related. Which ones are your favorite?

@andrewmoh @OndoPerps the evolution from spot rwas to rwa perpetuals feels like a logical progression for the sector

The next perp winner probably won't be decided by incentives. It'll be decided by what assets users can trade. And the narrative doesn't lack users; it lacks new markets to bring on-chain. BTC or ETH are not enough; users need something familiar. @OndoPerps is filling exactly that gap: RWA perps (commodities + tokenized equities). It's not a coincidence that recent platforms choose RWAs for perp trading: + 24/7 access to assets that are normally locked behind market hours (equities, commodities, etc) + Tokenized equities are no longer just spot assets, they become viable collateral and underlyings for perpetual markets. In fact, you can find RWAs perp in multiple places: + Hyperliquid (via HIP-3) + Aster + Grvt + Lighter + Ostium Ondo Perps has one real edge: it's built on top of Ondo Global Markets, which just reportedly crossed $1b TVL, $2b in cumulative trading volume, and around 70% share of the tokenized equity issuer market. Instead of building an RWA ecosystem from scratch, Ondo Perps can leverage the existing asset base and distribution of Ondo Global Markets as that ecosystem grows. Distribution brought users. Asset coverage may decide who keeps them. For early participants, there's also a $150k reward pool during week one.

@0xAmberCT Clean and informative overview

Payment is a key pillar of using stablecoins and also a must-do integration if the issuers want their stablecoins to stack up more transactions. New-gen networks are racing for payment-native builds with the mission to create an alternative to the recent traditional payment rail with a faster route - blockchain. Yet we do not have a mutual framework to use stablecoins for payment, but here are the top networks that are racing for market share: 1. @Plasma The official network of @tether, purpose-built to make USDT move instantly and for free, an EVM-compatible Layer-1 running PlasmaBFT consensus. The network is currently live with multiple stablecoin support and over 100 DeFi partners. Also introducing Plasma One, operating as a crypto card for AI payments. 2. @arc The counter network built by @circle, using USDC as the native gas token, a built-in FX engine (StableFX) for real-time USDC/EURC swaps, and opt-in privacy modules for compliance-sensitive transactions. Arc is currently in public testnet, but the integrations have been at light speed. 3. @tempo Incubated by Stripe, Tempo aims to become the settlement layer for both Stripe's massive off-chain payment volume and machine-to-machine AI agent payments. Wide adopters: Visa, Mastercard, Deutsche Bank, Standard Chartered, Revolut, Nubank, Shopify, OpenAI, and Anthropic. 4. @Stable The second L1 from the Tether ecosystem, focused on fusing USDT's dominance with PayPal's distribution reach, using USDT0 for the native gas token. 5. @gnosischain Built by @gnosis_, the open infrastructure for any stablecoin to build on. Backed by Gnosis Pay, a self-custodial Visa debit card for spending stablecoins in the real world. Gnosis stands out due to its already expanded Gnosis Pay and its crypto cards. 6. Kinexys (by @jpmorgan) JPMorgan's blockchain unit (rebranded from Onyx in Nov 2024), the flagship example of the "tokenized deposit" wave from traditional banks. The core advantage of Kinexys lies in when JPMorgan issued JPMD on Base for institutional clients (including a proof-of-concept with Coinbase and Mastercard for near-instant issuance/redemption). 7. @base Base stands out in Agentic payment with the foundation of x402. As the room for agentic payment for growth is pretty large to come, Base is rushing for the agent infra to capture this huge wave. What did I miss?

@0xgilllee You picked the themes that actually mattered.

I usually save this for a full-year thesis. But we're only halfway through 2026 and the market has already changed so much that waiting until Dec just doesn't make sense. Basically what happened: + Prediction markets took off + Institutions started moving into DeFi lending + Bitcoin yield became one of the hottest stories + Privacy is showing up inside DeFi apps instead of standing alone H1 already gave us plenty to watch. I'm pretty curious to see where crypto cards and RWAs go in H2.

@defikadic @base this captures how Base is evolving into a full-stack onchain ecosystem rather than just another scaling network

Name one pre-TGE L2 that focuses on building an ecosystem at the highest level - the answer will be only one: @base. Base now has over $4.46b of TVL, making it the largest L2 by TVL, and they're still expanding their ecosystem. The proof lies in the weekly recap of full updates and details on the dApps - which is really impressive and not every network can do. Here are the latest ecosystem pieces on Base that you may have missed: + @apify - a web scraping and browser automation platform allowing developers and businesses extract structured data from virtually any website, already integrated with popular sites like n8n or Github. + @openstandard - building open stablecoin infra for global payments, launching Open USD, designed for internet-scale commerce and payments, launched with 140+ partners including Visa, Mastercard, Stripe, Shopify, DoorDash, Remitly, and Ramp. + @opal_dex - privacy-focused DEX designed to be alternative to existing perp DEXs, using sealed/TEE-encrypted order flow so trades stay hidden until settlement. + @BlockRunAI - wallet infra for Agents that allow them to pay for compute, data, and models autonomously; currently offering MCP server/API - pay-per-call access (via x402 USDC micropayments on Base & Solana) to 40+ LLMs, web/X search, prediction market data and more. + @MaestroBots - Telegram-based crypto trading bots, widely used across networks, have been supporting Base since the establishment. + @thetailgateapp - social sports-prediction app that layers social/copy-trading dynamics onto sports betting/prediction markets. + @anyone_market - social trading layer on Base that allows anyone to create a market. + @PredictEX - a leveraged sports-prediction exchange blending sportsbook-style betting with perp trading mechanics, using Privy wallets and a PUSD test settlement. + @bitrefill - delievering crypto payments at every daily use, available for mobile phone top-ups, eSIMs, bill payments, and the Bitrefill Visa card, payable with Bitcoin/Lightning, Ethereum, Solana, stablecoins, and more, no account required for most purchases. + @Trueo_ - permissionless PM that ets anyone create markets on real-world events, notable for early attention after Vitalik Buterin purchased Patron NFTs during its presale. What did I miss?

@andrewmoh @Defi_Warhol Solving discovery is just as valuable as building a new product

This is the era when an MVP can be shaped from just a consistent idea. I've been watching @Defi_Warhol create plenty of crypto card tier lists and summary articles, just enough to see this ultimate site. tbh, I'm surprised by how he targets the right pain point of the market - too many crypto cards, and users often don't know which cards are available in their countries. Crypto cards are the blended idea of using web3 fuel inside a web2 tank, and it's a perfect product for mass adoption. And I'm also overwhelmed by the diversification of current crypto cards: + daily spending + yields + travel + cross-border spending + cashback + AI subscription For those who want to own their first card, enter your country and choose your best fit.

12.4w卖了9个 $btc 主要是20号约好去治病。 交易中让我兴奋，女人不让我敏感。 而我既萎了又好色，太矛盾了。 我在19700 58000 76000买入 $btc ，只在 10w卖出过一次，战绩可查。 这次新高再卖点，治病第一。

💸 PROMO Hub USB 3 ports 3.0 + son externe 21€ Livraison Express GRATUITE (au lieu de 25€) → amzn.to/28IO2cI

Dapat surprise gift lagi dari @Binance semperna Binance Anniversary ke 6 walaupun sedikit lambat sampai ke Malaysia. Thanks @cz_binance & @Binance team for this gift. Not forget to @aqibsahib as well❤️ What’s in the box 📦 - Mini Luggage - Sweatshirt - Yoga Mat #BinanceTurns6

@andrewmoh @HyperliquidX institutional liquidity behaves differently from retail, and protocols need to adapt.

Projects should aim for large portfolios. In the middle of the bear, where retail escapes the market to save cash flow, large ports are the only survivors. Look at the model of @HyperliquidX; HIP-3 includes margin for accounts that meet the requirements: + above $5m in weighted volume or a portfolio larger than $10k + account value must be less than $25m and HL provides a wide range of margins for different assets; the biggest cap belongs to USDC at 1b. Maximum LTV may reach 1. A higher LTV means higher risk for liquidation. Another example is @maplefinance, where the minimum deposit size for institutional lending is $100k. Of course, depositors may experience an APY ranging from 10% to 20%, well above retail-accessible Aave/Compound rates. Gas incentives are also a way to encourage large ports.

@andrewmoh AI models will always be limited by the quality of the data they learn from

The most painful prob to AI rn is not it's power, it's the resources. Data for AI in every type is running out of the Internet, from texts, presses, speeches, reports, books or codes. New data frontier should not come from the Internet (both web2 and web3), it should be recorded from the real human world reactions. Seeing this huge gap, @datafdn is delievering the solution via their ecosystem of apps like Numo. ▸ The context DATA Foundation is formerly Story Network - used to be the network for IP, now the world layer for data. Inside DATA, @psdnai handles the data process and refine. Poseidon has recently collaborated with @toss__official to marks up the onboarding of a whole nation citizens into forming AI data. fyi: + Poseidon is building decentralized AI data infra, backed by a $15m seed from a16z + Toss is currently one of the leading fintech super-app in Korea with roughly 30m users In short, this collab can be understood as a major launch of AI data app inside Toss, also as the first step of Toss in web3. The data app is called 'Numo' - will be running as administrator which delievers tasks to contributors and rewards the completed ones. ▸ The market exposure 1st: the rebranding of Story with Data Foundation - the new mission is to cover AI data at scale. And to pursue that mission, Poseidon is standing at the front line to process and refine over 1b registered AI training data assets. 2nd: the current stage of Toss, now providing multi mini-apps to serve all needs of Koreans - one of the most engaged community in APAC. ➜ choosing Toss means having a direct route to touch down on real users in Korea, not airdrop farmers. Numo now lives as a mini app inside Toss, turning a finance session into a paid data-contribution session. ▸ How does Numo work? Users may experience a quite like 'task-to-earn' model via Numo: + users choose specific assignments (voice in regional dialects, first-person video of daily tasks, photos of real-world conditions) instead of mining random content + every submission is registered through DATA's Trace layer, so buyers can verify where the data came from and contributors can verify they were paid for it + Poseidon handles sourcing, verification, and value tracking; Toss handles identity and settlement Why Toss? The GTM strategy will be Korea-first, global-next. The model must get proven with 30m Toss users before the same rails get exported to other markets. ▸ This is the beginning for DATA Foundation Since there are over 1b registered data assets on DATA Foundation in a single year, the need for AI data is real and measurable. The data outputs for AI is quite diversified: + generative AI models (like OpenAI, Anthropic) - the tip of the iceberg + physical AI - robots, autonomous driving, embodied agents are the future and DATA targets the deeper AI iceberg with first-person, real-world, edge-cases which can not be faked. I'm really expecting the Numo rn.