ΞLIKRYPTO

Most people in crypto focus on tokens, charts and yield But they miss something huge Your assets aren’t just numbers on a screen They face real-world risks every day A storm destroys crops A supply chain glitch freezes payments A smart contract bug wipes out your DeFi vault If you’re not protected, you’re exposed ☆ Enter On-Chain Insurance and Parametric Risk This isn’t like traditional insurance It’s DeFi-native protection that reacts instantly How does it work You combine smart contracts Reliable real-world oracles And parametric triggers When a predefined event happens, payouts are automatic. No claims forms. No waiting. No questions asked ☆ DeFi positions are safer, lending pools, perp trades, restaking vaults Real-world assets are covered, crops, invoices, business operations Premiums go into collateralized pools and payouts are verified by trusted oracles This is capital-efficient protection that actually works ☆ Who’s leading the space @nexusmutual — Smart contract coverage, community-driven, battle-tested @etherisc — Real-world parametric insurance for flights, crops and more @arbol — Climate and weather insurance for agriculture and supply chains @InsurAce — Multi-chain DeFi protection with automated claims @sherlockdefi / @riskharbor — Protocol risk insurance with on-chain assessment Emerging players like Centrifuge, Maple and Opium are making parametric coverage even smarter ☆ Most DeFi users and RWA holders are under-insured On-chain insurance is the layer that makes DeFi and tokenized assets actually investable at scale Automated payouts, reinsurance layers and parametric triggers create defensive infrastructure that thrives even in volatile markets ☆Which on-chain insurance are you paying attention to @nexusmutual @etherisc / @arbol @InsurAce This is where capital is actually being protected, not just staked or traded. DYOR #Crypto #OnChainInsurance #ParametricRisk #2026Narratives

@claudeai Wow this is huge fr

Computer use is now in Claude Code. Claude can open your apps, click through your UI, and test what it built, right from the CLI. Now in research preview on Pro and Max plans.

@BenCrypz Gm Ben

Good morning CT 💚 Last Monday of Q1. I hit 2K verified followers this quarter. What did you achieve? Big or small, drop it 👇

@TheDeFiPlug Great write up bro. Could exceed 120B before the end of Q2

DeFi runs on capital. But it is priced on how often that capital moves. Capital that turns over produces fees. Capital that remains idle dilutes efficiency. This is why Revenue/TVL is diverging across sectors. Velocity, not size, is the primary driver. ● Market Overview Total DeFi TVL currently sits at approximately $95.4B, down from highs closer to $120B during the February correction. Lending protocols collectively hold approximately 21.3% of all DeFi TVL, making it the largest single category. But category size and category efficiency are different things, and that gap is widening. DeFi runs on three distinct capital models: 1. trading-driven systems (DEXs, perps) 2. capital allocation systems (lending) 3. yield-wrapped systems (RWAs) Each attracts capital differently. Each monetizes it differently. The operative metric is straightforward: Revenue ÷ TVL This ratio captures how effectively a protocol converts deposited capital into economic output. The numbers across sectors don’t converge. They diverge sharply. ● Sector Breakdown Perp DEXs Perp DEXs run on a small capital base with continuous fee flow: > $3.006B TVL > $28.55M weekly fees | $19.17M revenue > $155.19B weekly volume Hyperliquid [@HyperliquidX] anchors the sector: > $4.9B TVL | $200B 30D volume > $64.4M+ March fees → $820M annualized The core dynamic: > High turnover: volume >> capital base > Every trade generates fees Perp DEXs now hold 26% of derivatives share, up sharply YoY. Result: Highest Revenue/TVL across DeFi, driven by velocity. Spot DEXs Uniswap [@Uniswap] generates $501M in annual fees with $3.05B TVL, heavily concentrated on a few chains (Base 50% of fees). Efficiency is uneven by design: > Top venues dominate fee generation > Aerodrome [@AerodromeFi]: $75.5M fees on $328M TVL > Concentrated liquidity drives higher turnover per dollar Uniswap scale is large: > $3.05B+ TVL across 42 chains > Fee switch only recently activated (Dec 2025) The key variable is capture, not activity. Result: Moderate to high Revenue/TVL, but highly venue-dependent. Lending Protocols Lending TVL is at all-time highs: > Aave V3 [@aave] $23.3B > Morpho [@Morpho] $7.08B > Category total $49.94B Revenue is utilization-driven: > Aave [@aave]: $1.42 daily fees vs $23.7B TVL > Requires active borrowing on both sides > Idle deposits dilute efficiency Morpho takes it further: > No protocol revenue capture > Fees flow to depositors and liquidators Result: Lower Revenue/TVL, structurally constrained by utilization. RWAs On-chain RWAs (ex-stablecoins) sit at $26.6B, with tokenized U.S. Treasuries at $12.42B (+25% YTD). Yield is real and growing: > BlackRock BUIDL [@BlackRock], Ondo [@OndoFinance], Franklin Templeton [@FTDA_US] distribute Treasury yields > Circle’s USYC [@circle] now leads ($2.6B vs $2.1B BUIDL) But the key constraint is structural: > Yield accrues to token holders, not protocols > Fee extraction at the protocol layer is thin Result: Low Revenue/TVL not due to weak productivity, but by design. ● Where Efficiency Comes From Efficiency is not a function of size. It is a function of velocity. > Hyperliquid cumulative volume: $4.15T > Open interest: $6.917B High velocity → continuous fee generation Low velocity → capital sits idle Lending just reached an all-time high in TVL. Its Revenue/TVL remains a fraction of perps. RWAs are scaling fastest. Their monetization layer remains structurally thin. Capital is concentrating where turnover is highest and revenue is visible. ● How Value Is Now Assigned Competition is shifting from capital accumulation to capital productivity. Protocols are no longer rewarded for attracting deposits. They are rewarded for making those deposits generate flow. Valuation is starting to follow: > High Revenue/TVL → sustained multiples > High TVL, low monetization → compression risk ● My Take DeFi is no longer a race for capital. It is a race for velocity. Efficiency is the benchmark.

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@WorldLand_space Let have it 🚀

@cryptodrugs101 So true

@Elikrypt quiet money moves loudest when everyone else is looking at the charts

The "Quiet Accumulation" of 2026 is officially here. 🏦 ​While retail is distracted by the daily candle, the world’s largest capital pools are quietly moving into DeFi. ​But they aren’t using MetaMask. They aren’t using raw protocols. ​They are using Institutional DeFi Gateways. ⛓️ ​This is the bridge between TradFi and the $25B+ on-chain liquidity shift we’ve seen this year. ​Here is why this is the 2026 power narrative: ​➟ Regulatory Green Light The GENIUS Act and MiCA 2.0 turned "maybe" into "move." Gateways now provide the audit trails institutions legally require. ​➟ The Yield Gap With TradFi rates shifting, 5–15%+ on-chain yields from RWAs and restaking are simply too big for asset managers to ignore. ​➟ Security Over Self-Custody Multi-billion dollar funds don't use hot wallets. They use segregated, insured, MPC-backed gateways. ​➟ Hybrid Portfolios Using tokenized Treasuries as collateral for DeFi lending is no longer a dream: it’s the standard. ​But here is the harsh truth: ​DeFi was born permissionless, but it grows with liquidity. The world’s largest capital pools will never interact with "raw" protocols. ​Gateways are the essential middleware. ​We are witnessing a structural capital rotation, with institutional TVL already hitting the $15B–$25B range across compliant platforms. ​This isn't speculation: it's infrastructure. ​The 2026 Market Leaders: ​➟ @CoinbasePrime: The heavyweight champ (Custody + Access). ➟ @Fireblocks: The plumbing of the industry (MPC security). ➟ @Sygnum: The bridge (Swiss bank license + DeFi agility). ➟ @FigmentCapital: The yield specialists (Institutional staking). ➟ @Cobo_Global: The gateway to the East (APAC dominance). ​In this next phase, the game isn't just about access: it's about how capital enters safely. ​Which gateway wins the 2026 liquidity war? ​#Crypto2026 #InstitutionalDeFi #RWA #DeFi

@0xAltKing I hope it does Altcoin King

@Elikrypt You think Q2 will be better ?

@wanglinfang2 Wow the concept is very interesting, thankfully i get to check it out and write more about it

@uthykinging @SelanetAI Really ? I’ll check it out

Running a node on @SelanetAI changed how I see it At the start it’s just figuring out setup and getting it to run properly, but after that, it becomes more about keeping it stable and online consistently You also start noticing the small updates and how they actually improve things over time Once you’re running a node, it stops feeling like just another platform. You see how each node actually contributes to keeping the network running

@RWA_HUB @River4fun Well said build not just trust but make they feel more secure

offline community presence remains one of the strongest early signals in web3.. meetups like this often precede broader adoption @River4fun $RIVER

@BCBlueSkyVC @SonicSVM @ForgeX_tools Alright let get it started

Today I stumbled upon some incredibly exciting news: @SonicSVM has officially acquired @ForgeX_tools. ForgeX is a proven money-making (MM) toolkit designed for developers and agents who want seamless, uninterrupted development. This achievement can be considered one of their biggest breakthroughs. What makes ForgeX special isn't just its technology, but how it redefines the experience: A "start-to-exit" process encapsulated in a single workflow: mint, buy, create volume, manage price… all without tab switching. Smart volume: doesn't drain resources, but automatically balances buy and sell within the same transaction, keeping the SOL (Sold Out) within the system. The ability to manage 100 wallets with just one prompt: deposit, operate, withdraw… all on a large scale yet efficiently. And that's just the tip of the iceberg. ForgeX has many more features waiting to be discovered. This event is not just a deal, but also a statement: SonicSVM is building the foundation for a new generation of crypto tools – where efficiency and seamlessness become the norm. To understand the full picture, read the quote post below. But trust me, this is a turning point that developers and builders in the ecosystem will be talking about for a long time.

@kodool_ @quipnetwork Looks tempting maybe one of this days I’ll give it a try

New campaign just dropped from @quipnetwork $100k $QUIP reward pool for top 315 participants. Still early if you want to get in. How to join : - Go to > quest.quip.network/airdrop?referr… - Connect EVM wallet + X - Complete tasks & post Score updates daily, rewards paid weekly.

@Nami100x @quipnetwork Gm Nami

Gm guys Real growth happens when we start asking the right questions like what is truly the most efficient way to build. Most of the industry is focused on the present but @quipnetwork is looking directly at the quantum era. Their turn key solutions for finance and AI are designed to solve problems that literally no other platform can touch. By creating a quantum interlock pathway they are basically future proofing the entire concept of peer to peer networking. Watching this level of technical ambition unfold makes me very optimistic about the direction of Web3 infrastructure. Wishing you all a day filled with clarity and meaningful progress.

@uthykinging @River4fun Send it higher

The Korea meetup around @River4fun really shows what matters in Web3 beyond just the noise It’s more than photos. It’s early supporters actually showing up and being part of the journey, and that kind of community energy is what usually pushes projects forward over time With $RIVER working toward a cross chain stablecoin system, this kind of real-world backing is a strong signal It's still early, but being part of it now will likely matter later @RiverdotInc

@kodool_ @River4fun @RiverdotInc That nice although I stoped doing it

Day 1 grinding on @River4fun How many $RIVER points have you earned so far? @RiverdotInc pointscome from staking and putting satUSD to work across the ecosystem.

@uthykinging @3look_io Begging to be useful

I’m keeping an eye on two projects right now for different reasons → @3look_io is turning everyday content into something that can actually earn, not just posting for engagement anymore, memes threads and GIFs start to carry real value onchain, and with rewards still open it feels like being early here could really matter over time $LOOKZ → @River4fun leans more into the community side with strong meme energy, but it doesn’t feel empty, there are clear signs of something bigger being built behind it, and projects that grow this way usually end up forming a more solid ecosystem as they expand @RiverdotInc $RIVER

@kokondukwe @quipnetwork Thanks for the alpha

I'll be talking about quip @quipnetwork is looking past the usual Web3 noise to solve a massive future problem: quantum computing. While most projects just chase faster transactions, Quip is building the "insurance policy" for digital assets before quantum tech makes current encryption obsolete. ​Instead of making you move your funds to a new, scary chain, their QUIP system acts like a digital bodyguard. It wraps your existing Bitcoin or Ethereum wallets in a quantum resistant shield, so you get elite security without the headache of migrating your assets. ​They’re also launching a decentralized "shared brain" for heavy duty computing. By pooling together CPUs, GPUs, and quantum processors, the network can tackle massive tasks like AI training and scientific research, turning idle hardware into a global resource. ​It’s a win-win for users, too. If you contribute your own computer power to help run these high value jobs, you earn QUIP tokens. It’s a functional ecosystem where providing utility actually pays off, making supercomputing accessible to everyone. ​The best part is that this isn’t a walled garden. Their tech is built to be cross chain, meaning your quantum protection stays with you as you move across different networks. Quip isn't just building a new blockchain; they’re securing the ones we already use.

@jacycrypt Great write up Jacy. Love how detailed it is and personally I think Gamefi Hype will come back bigger and better

Bullshot isn’t just a token launchpad it rewards participation. The more active you are on @Bullshot911 the more points you earn. It simple just Create → Engage → Earn • Create tokens • Interact on the platform • Invite others Every action adds to your points and there’s no cap. Early users have the biggest advantage. Start stacking points here: bullshot.io