Jacy🌸

Top important DeFi news to pay attention to this week 🧠👇 1. @solsticefi $SLX TGE and airdrop claim will be open on May 25. 2. @xmaquina, Physical AI and Humanoid robotics DAO, $DEUS TGE happens on May 27 3. @dropee_app TGE on May 27. Dropee hits 13M users, 4M MAU, 300K DAU, and $2.5M revenue in 8 mobile games before the token even exists. 4. @Cardano v11 hard fork is scheduled for May 29. This upgrade brings performance optimizations, state changes, and smart contract improvements to the network. 5. $NEAR is driven by a fresh wave of AI narrative hype and aggressive scaling roadmaps. @NEARProtocol is hinting at next-gen data availability and compute scaling frameworks designed specifically to handle high-throughput, onchain AI models. 6. @variational_io phase 2 is coming with more TradFi liquidity for 100+ RWA markets. 7. @base took the top spot in 24h DEX volume. Base AI ecosystem is heating up with $VVV, agentic payments, and decentralized AI. 8. @Polkadot OpenGov is voting on a major change to the network’s staking architecture, requiring a lock of a minimum of 10,000 $DOT 9. @prjx_hl is launching a new cashdrop program to replace point-based airdrops. $1m was sent out. $500k is committed in the next year.

Hyperliquid just deployed a new HIP-4 market: app.hyperliquid.xyz/trade/june-fed… When worldcup?

@danheld They should change the name asap 🥲

Bankless is now bankrupt?

@star_okx @scottmelker This means no days off for traders. Love this 🔥

Energy markets are becoming global, digital, and 24/7. Bringing ICE Brent and WTI to OKX is another step toward that future. Proud to partner with ICE to bring traditional market infrastructure into the next era.

@scupytrooples Max pain in a couple of months 😂

POV: you sold the ETH bottom ETHless

@Dogetoshi Makes we wonder if they want us to succeed at all

First sign of strength in the coins and they decide to pull this

@CoinMarketCap Something huge is coming. This is a top signal.

UPDATE: 💰 Ark Invest purchased $5M worth of Bullish shares across ARKK, ARKW and ARKF on Thursday, adding to the $4.4M it bought earlier this week.

@crypto_jackkk The game is the game Jack 😅

@jacycrypt Base’s Coinbase distribution moat is really unfair. Most chains can’t beat that. Love it for them though

Crypto still prices chains like it is 2021. Like every chain has a realistic shot at becoming the next Ethereum. Then six months later you check the numbers and realize half of them are still fighting over the same rotating pool of incentives and airdrop farmers. Meanwhile the actual economic activity keeps concentrating in a few ecosystems. ✦ @solana dominates retail attention because its apps actually generate demand, like @Pumpfun, @Backpack, @kamino, and @JupiterExchange. Some of them even pull more revenue than entire chains. ✦ @base quietly became one of the strongest distribution moats in crypto. Coinbase onboarding + stablecoin flow + consumer familiarity is an unfair advantage most chains simply cannot replicate. ✦ @trondao is quietly becoming the most underrated chain, averaging $800K+ in daily chain fees and supporting over 50% of all USDT transfers. Nobody calls it cool but it prints. ✦ @HyperliquidX was the second chain ranked by annual revenue in 2025. Proof that when there are real users and real revenue first, the chain becomes valuable because the app already matters. ✦ @ethereum still captures the highest quality liquidity despite everyone calling it “too expensive” every cycle. ✦ @BNBChain’s app revenue went up 3x in Q4 2025 alone, hitting $55M. Real throughput gains, actual users. ✦ Stablecoin giants like @tether and @circle are raking in millions daily in fees, dwarfing most L1s. ✦ Even @SuiNetwork has managed to carve out stronger activity than we expected because there is visible user engagement and ecosystem momentum behind it. Then you compare that with how aggressively some other chains were valued. ✦ @Sei_Network TVL collapsed from a $628M peak to $41M, now at ~$64M. App fees sit at $11K/day, revenue at $2.8K, and chain fees below $100/day. There is activity, but zero economic density. ✦ @Cardano’s TVL fell 81% from ATH. Solid roadmap, but the users are just not showing up. ✦ @avax is annualizing $8M in 2025 chain revenue against a $600M+ TVL and billions in FDV. The subnet thesis is superb, but the fee capture isn’t. ✦ @Aptos P/F ratio is sitting at ~327x. Still trading at high FDV with daily chain revenue often in the low thousands. Funded, fast, but still waiting for the moment. ✦ @berachain hit $3B+ TVL on incentives, then cooled hard once the taps slowed. ✦ @StoryProtocol has a huge IP narrative but the actual onchain economic activity looks whack. They barely even see meaningful fees. ✦ EclipseFND raised big but hovering at tiny daily fees. TVL is down from $48M last year to $1.2M now. ✦ Others like @movement_xyz launched at crazy valuations and are still waiting for demand. How about @SonicLabs? @Scroll_ZKP? The list is endless. The app layer is clearly eating the infrastructure layer’s lunch, yes most new chains are still trying to win by building more infrastructure. The truth is, crypto has more infrastructure than users. Most new chains are not competing against top chains alone, but also the apps already owning user attention. So the question is no longer if you can build a faster chain. It is if you can attract users that stay. Can you build distribution strong enough that apps actually choose your ecosystem over the dozens of alternatives offering the same technical promises? Network effects are way harder now. Liquidity is sticky and capital eventually flows toward places already generating revenue. So build for usage, not just tech flex. The market eventually catches up to the numbers that matter.

@1mikelei Thanks Mike

@jacycrypt Well Analyzed

@KhonsaReza Say it louder for founders at the back

@jacycrypt Most chains are still priced on 2021 hype while real revenue and users concentrate in just a few ecosystems. Build for actual usage, not just tech specs

@AkiraRyukyu I hope founders and teams will learn this sooner

@jacycrypt network effects still dominate, incentives don’t replace real user demand long term

@chychyorjhy It means we need fewer chains and more products on existing ones

@jacycrypt Crypto is shifting from hype to real usage, with a few chains capturing most activity and revenue.

@Andrewww63 Shows where users are fr fr😅

@jacycrypt Tron printing $800K+ daily fees while powering most USDT moves is underrated fr🙂‍↔️

@Zachh_Xbtc And this is hardly talked about

@jacycrypt Most Solana apps regularly out-earn entire new L1s. Wild.

@only__violet Mega stopped me out I knew I should have spent that money on something else 🥲

...imagine you hold $MEGA instead of $HYPE

@0xAbhiP Heading for the moon

what is happening to hype??

@Deestar It’s what scam pumps are known for 😂

who could have seen that coming next stop, zero.

@APEXIKARU @KoloHub Instant onboarding really makes the difference cause KYC hassle is real. Love this for Kolo

GA Most crypto cards come with slow KYC, limited countries, hidden fees. @KoloHub is different 1 minute KYC, MiCA ready compliance, and works in 170+ countries with Aple/Google Pay. Spend your crypto even memecoins seamlessly anywhere. Finaly a card built for real global use

@HenryDave_HD @HCOW_Official Morning bro. I’ll check this out. Thanks for sharing.

gm CT if you’ve spent any time inside HashCow Poker lately ( like I have ), you’ll notice something different happening. The tables are getting more active.
The competition feels sharper.
And the community is growing faster with every tournament. That’s why I like what HashCow Poker is doing right now. Instead of making participation complicated, they kept it simple: 🎁 Deposit Giveaway
💰 Real rewards
🎮 Actual gameplay involvement > Here’s how it works: If you deposit at least $10 into HashCow Poker during the 7-day event period, you’re automatically entered into the giveaway. No endless tasks.
No confusing requirements.
Just enter the game and participate. And the rewards are solid too: 🏆 Total Prize Pool: $300
👥 3 Winners
💵 $100 each paid directly in-game Winners will be announced on 30-05-2026. What stands out to me is how this campaign quietly encourages people to actually experience the platform instead of just farming engagement on social media. You join the tables. You explore the gameplay. You compete. And at the same time, you secure a chance to win. It feels more connected to real gaming behavior rather than artificial hype. And with HashCow Poker already growing fast, this is honestly a good time to jump in and see what the momentum is about before the bigger tournaments fully take over the spotlight. If you’ve been waiting for the right excuse to try the platform, this might be it. ➟ Follow: @HCOW_Official ➟ PLAY HERE: cdn.hash-cow.io/h.html?agent=h… #HCOW #HashCowPoker #GameFi #Web3Gaming #Giveaway

@toroxweb3 This is so helpful. I’m bookmarking this post.

Most traders chase the big move during London open and get trapped right before it What if the real edge isn’t in the move itself but in understanding the trap that comes first? Here’s the London Model I’ve been quietly studying and applying Simple, humble,and surprisingly effective The London Model: The Real Move Starts After The Trap 1.HTF Direction First know the higher timeframe bias. Is the market truly bullish or bearish? This is your compass without it everything else is just noise 2. Key Levels Respect the important zones where price has shown reaction: → Previous day/week highs & lows → Daily highs & lows → PD Arrays (Order Blocks, FVGs, Breaker Blocks, IFVGs) These are the battlegrounds 3.Key Time London Open is the main trigger time This is when the market wakes up 4. Confirmation (The Proof) Look for: • Liquidity sweep • Shift in structure • Displacement • FVG reaction When these align after the Asian session that’s your green light What Actually Happens (The Trap + The Expansion) Asian Session Role: • Creates a tight range • Builds liquidity on both sides • Moves slowly • Prepares the trap London Session Role: • Sweeps that liquidity • Manipulates retail traders • Creates volatility • Delivers the real directional expansion The move you’ve been waiting for usually starts after the fakeout This model doesn’t guarantee wins, but it has helped me trade with more clarity and less emotion I still get it wrong sometimes but my win rate and risk management improved once I started respecting the trap phase If you’re a price action or ICT style trader, I’d love to hear how you use the London session Drop your thoughts below Trading is a journey Let’s keep learning together