SL2 Capital

"Crypto's gonna make a lot of money for the country."

Bitcoin proved digital scarcity works. Ethereum proved programmable money scales. Together, they've opened doors we're still walking through DeFi protocols moving billions, smart contracts replacing intermediaries, communities organizing around code. The macro thesis hasn't changed: decentralization creates efficiency. What's shifting is execution. At SL2 , we're backing the builders solving blockchain's hardest problems such as scalability, interoperability, real-world adoption. The infrastructure layer matters. The teams matter more. The next 5 years aren't about crypto replacing finance. They're about finance becoming crypto.

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AI tokens continue to show strength. In the past 30 days, sector trading volumes are up 24%, with total market cap now around $35.7B. Rather than fading with the hype, AI is steadily establishing itself as a core growth pillar of crypto.

DePIN looks deeply undervalued relative to its potential. The sector sits at $14B, well below the $43B peak in Q3 ’24, yet activity has only accelerated. Today, there are 423+ active projects across DePin. That’s one of the fastest-growing verticals in Web3, despite a softer market cap. When capital lags but builders multiply, it’s often the setup before the next leg higher.

Ethereum quietly outperformed BTC in Q2. ETH +36.4% vs BTC +29.8%, rebounding from multi-year lows. Solana +24.1% but lagged the majors. Even into Q3, ETH continues to show resilience, price strength is leading the narrative, not the other way around.

The stablecoin market has quietly touched a new all-time high of $283B Over $7B was added just this week USDT continues to dominate with 59% share, underscoring its role as the core liquidity layer of crypto markets.

AI agents are no longer just an experiment, they’re emerging as a core Web3 vertical. - $1.39B raised in 2025 (+9.4% YoY) - On-chain activity up 86% → 4.5M DAU wallets - Market share climbed from 9% → 19% - Agent tokens worth $5.9B with $1.4B daily volume If this pace continues, 2025 could be the year agents surpass every other Web3 sector.

Ethereum stablecoin market cap has hit $144B. Stablecoins are driving the majority of Ethereum’s revenue, with Tether alone contributing >45% of daily fees. ETH isn’t just powering DeFi, it’s the backbone of the global stablecoin economy.

RWAs are quickly becoming DeFi’s biggest unlock. → $7.4B+ in tokenized U.S. Treasuries → RWA TVL in DeFi grew 10x in 18 months, now ~$14B+ → Forecasts put tokenized assets at $10T by 2030 The bridge between TradFi & crypto is no longer theory, it’s happening in real-time.

In the past 24h, Base, Arbitrum, and Ethereum were the top 3 chains by UOPS. Base led with ~111, Arbitrum followed at ~35, and Unichain at ~20 (via @l2beat). Tells you a lot about where activity is actually happening.

A year ago, the total value secured on @base was around $6B. Today, it’s over $15B, more than 2.5x in just twelve months. The growth speaks for itself, and it still feels like Base is just getting started.

Ethereum is on the verge of crossing $100B in TVL, a 24/7, borderless, and permissionless financial system taking shape on-chain. Lido, Aave, and EigenLayer are the leading protocols, securing the largest share of this growing on-chain economy.

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During 2021 cycle when DeFi TVL was this high, gas was expensive and protocols were wild. Today? $131B+ is quietly locked on-chain. Some things are better built in silence.

Stablecoins are quietly winning the adoption race. Active addresses are nearing an all-time high of 40M+, led by USDT with over 25M, followed by USDC and USD1. They remain the most used product in crypto, powering payments, trading, and everyday on-chain activity.

A high-octane collab in the making.

Vanar has been recognized by @TechRoundUK as one of the Top 32 Blockchain Companies of 2025! This recognition reflects our work to bring real-world value to blockchain through: ▪ PayFi infrastructure powering next-gen commerce ▪ AI-native technologies that turn raw data into intelligent applications Vanar isn’t following trends, we’re changing the AI game in Web3. techround.co.uk/competitions/2…

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