huahua Butter

@andrewmoh @BNBCHAIN Strong infrastructure becomes much more valuable when it supports multiple fast growing sectors instead of only one narrative

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.

@0xgilllee @Kalshi I like this perspective a lot

We only have 5 more matches of the FIFA World Cup 2026. The notional volume on @Kalshi has been reaching half of July's mark. Sport only accounts for $8.62b in volume since the beginning of July. Also, open interest in sport remains over 50% of the overall OI, which means Kalshi has been the number one place for predictions. I guess that even after the World Cup, Kalshi will remain the dominant platform in sports prediction due to the US-supported events.

@defikadic The comparison format works really well.

@0xAmberCT @kamino Yieldbasis sounds appealing for people who want exposure without constantly adjusting positions.

Top yield destinations - A yield collection to optimize your assets 1. @kamino - This is a top vault platform on Solana, mainly used for looping strategies like borrowing USDC from collateral. - Yields can reach ~24% on some loops or ~10%+ on hyUSD-USDC LP. - I use it because it is simple and already optimized, just watch out when incentives end since yield can drop. 2. @Theo_Network - Theo offers thUSD, a stablecoin earning ~5-6% backed by gold strategies. - Season 2 points with up to 4x boost are live. - It feels stable and less tied to crypto cycles, good for holding stables longer while still farming points. 3. @arc - They're building a stablecoin-focused L1 backed by Circle. You can farm early via testnet by doing basic actions like swaps and lending. - Still early stage, but worth trying if you want exposure to a project with real use cases. 4. @HyperlynxFi - HyperlynxFi is a new DEX on HyperEVM with focus on tokenized stocks and major pairs. HYPE/USDC LP can go as high as ~80% yield. - Yield is very attractive and still not crowded, but since it is new, liquidity and contract risk are higher. I would keep size small here. 5. @monetrix_xyz - Monetrix lets you mint USDM from USDC and earn yield from trading activity plus points. APY is around ~17% recently. - The setup is quite straightforward and does not rely on market direction much, so it fits well if you want stable yield with some extra upside from points. 6. @3janexyz - 3jane focuses on USD3 yield, especially through Pendle YT and LP for higher returns. - sUSD3 gives around ~12%+, while YT can go much higher depending on rewards. - Upside is good, but returns can change quickly if base yield shifts, so it needs a bit more attention. 7. @felixprotocol - Felix is a CDP model on HyperEVM where you mint feUSD using HYPE, then loop into pools to earn yield, liquidation rewards and points. - The strategy stacks multiple sources of return, which is interesting, but you need to manage liquidation risk carefully. 8. @onrefinance - This guy offers yield backed by reinsurance, and you can loop across platforms to get around 8–31% plus boosted points. - It feels more balanced since you get real yield with some protection layer. 9. @yieldbasis - Yieldbasis focuses on BTC and ETH vaults, generating yield from volatility without impermanent loss. - BTC gives around ~4-6.5%, ETH can go up to ~17%. - Works well if you just want to hold and earn extra without worrying about price direction.

@0xgilllee @getmoni_io @_dexuai Hertzflow combining trading infrastructure with analytics gives it an interesting positioning.

Alphas of the week: Undervalued projects to discover I often use @getmoni_io and @_dexuai to find early projects. Their social data, on-chain signals, and rankings make it easier to spot names that exist for a while but still stay under the radar. Here are a few projects I recently came across and think are worth checking out: 1. @realfi_co + Connects on-chain capital with real-world yield. $USDr is backed by reserves and RWAs like treasuries and credit. You can stake to earn yield, and the waitlist is open. + RWA is getting a lot of attention right now, and this one already has a clear yield model. 2. @ground_onchain + Builds on-chain finance infra for fintech. One API can turn stablecoins or cash into yield accounts, with wallet and accounting built in. + Getting the vibe of a clean bridge between DeFi and real users. Simple product, easy to see the use case. 3. @WithAutonomi + A decentralized network for storage, private AI, and personal agents running on home devices. Focuses on reducing reliance on big data centers. + The mix of DePIN and AI fits current trends, and the home setup makes it stand out. 4. @browserbase + Helps AI agents use the internet like a real user, from logging in to completing tasks. + This piece is important for agent workflows. Still early and not many people are talking about it yet. 5. @ArcheAI_ + A data verification layer for AI on Base, it checks data quality before models use it. + Good fit for the current AI wave, data quality matters more as models scale. 6. @skewfinance + A Solana project using prediction markets for governance decisions. $SKEW is live with early access perks. + Interesting idea for on-chain decision making. 7. @withfabricxyz + A DEX aggregator focused on fast and accurate execution, already live on some platforms. + Execution quality matters a lot for traders, solid infra angle here. 8. @Hertzflow_xyz + Builds a leverage and perps engine with a “perp everything” idea. Testnet is live, also working on on-chain analysis tools. + Trading infra plus analytics gives it a nice edge. 9. @StableJack_xyz + An AI platform that scans markets 24/7 and suggests trade ideas across crypto and other assets. + Useful for traders who want faster insights. Saves time on research and still flying under the radar.

@andrewmoh @OndoPerps the value of tokenized assets grows significantly when they become useful across multiple financial products

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 solid and forward-looking market map

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?

@0xAmberCT This is worth bookmarking.

Most anticipated TGEs in the upcoming time Halfway into 2026, the market is getting active again. Many projects that stayed quiet are now getting ready to launch, and TGE timelines are starting to show up. Perps DEX and Prediction Markets are getting most of the attention right now thanks to high volume, active users, and ongoing point farming. Here’s a quick list to keep an eye on. 1. Perps DEX - @grvt_io just confirmed its TGE and people are paying a lot of attention: TGE on July 21, 2026.
A regulated self-custody perps exchange with a public team. One of the closest and most anticipated launches right now. Projects with no exact date yet but strong hints: - @variational_io: Hint Q4/2026.
Runs an RFQ model, backed by Dragonfly and Coinbase. Strong point farming and likely high valuation. - @extendedapp: Hint Q3/2026.
Built by ex-Revolut team on Starknet. Active point program and often mentioned in Q3 lists. - @StandX_Official: Strong hint.
Perps on BNB + Solana with its own stablecoin. Volume and points are picking up. - @Ostium: Hint Q3.
Focus on RWA perps. Well funded and still running Season 2 points. Other names worth watching: - @reya_xyz: Strong points, raised $19M. - @pacifica_fi: Good volume. - @risextrade: Solid backers. - @nadoHQ: Easy to miss, but stats look strong. - @bulktrade: Early points stage. - @hibachi_xyz: Backed by Dragonfly. - @jtx_trade: Raised $50m. Also @arcus_xyz, @OndoPerps, @tradexyz… **Personal suggestions: Perps is crowded right now, everyone is farming points. GRVT is the closest confirmed one. Not worth farming everything, better to pick a few with real users and decent UX. 2. Prediction Markets - @strata_markets: Hint Q3/2026.
Focus on structured yield. Shows up in a few TGE lists. A different approach with yield, also worth watching. - @Polymarket: Still the biggest prediction market. The team keeps hinting at a token, but nothing confirmed yet. If it happens, it will be a big event. - @world_xyz: New on Solana.
No clear TGE signal yet.

@0xgilllee @pendle_fi kind of bullish honestly

When @pendle_fi cuts down their incentives on $PENDLE by 71% in 6 months, this somehow creates a bullish sign for the token. Here's the explanation: + Lower emissions = less sell pressure + Pendle has entered the sustainable phase; they don't need to pay generous incentives to bootstrap TVL. + This came alongside the sPENDLE overhaul, where the protocol has executed over 1.96m PENDLE in open-market buybacks, all distributed directly to stakers. Thus, fewer incentives don't mean users are leaving; it means sustainability for $PENDLE.

@defikadic The AI integration adds another interesting layer.

Eiffel Tower & Tokyo Tower LIGHT UP for America’s 250th Anniversary! — (Video: AI) 🇺🇸✨ On July 3rd, both iconic landmarks were brilliantly illuminated ahead of the July 4th celebrations — Eiffel Tower glowing with USA 250 and Tokyo Tower shining in patriotic red, white & blue. The world knows that America is to be respected and celebrated! What an incredible global tribute. 🔥 How does seeing this make you feel about our great nation?

These guys always do right by their holders No one expected this, but they did it anyways

Happy birthday to mankind

@andrewmoh @RobinhoodApp the next battle in rwas may be less about issuance and more about where liquidity chooses to stay

the Robinhood Chain has officially gone live, announced by @RobinhoodApp during their 'The World is Flat' livestream. Key trenches of the Robinhood Chain: + tokenized stock products + agentic trading features + global expansion, first in the UK and EU Fueled by the existing Robinhood App, the launch of the Robinhood Chain marks a further step to fulfill the CeDeFi hub, focusing on mending the liquidity side of tokenized equity. Thus, we now know that another giant has joined the race for tokenized equity. Shift your attention to these related ecosystem pieces: + bridge: @AcrossProtocol, @hyperlane + trading: @ArrakisFinance, @arcus_xyz (built by dYdX), @Lighter_xyz, @lifiprotocol + infra: @dopplerprotocol, @AlliumLabs TVL is stacking up with the core DeFi pillars @ethena, @maplefinance, @Morpho, @sparkdotfi, and more.

@andrewmoh i like that the data fdn is focusing on data authenticity instead of just data quantity that distinction could become increasingly important for future ai models

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.