Here are the narratives driving this bullrun👇
➕ The rise of L1/L2 chains + cross-chain protocols
Right now we are seeing an explosion of new L1 and L2 networks.
Thanks to the recently passed GENIUS law, there will also be a wave of new stablecoins.
It will no longer be enough to simply swap one token for another within a single network like it was in 2021.
You’ll also need to bridge assets across chains, and the same goes for liquidity.
The first beneficiaries of this trend will be crosschain/ multichain protocols.
➕ RWA sector
Everywhere you look people are screaming about how the future of blockchain is the tokenization of real-world assets.
But most forget the most important point: there has to be actual usage.
It’s not enough to tokenize assets - someone has to want to hold and use them.
That means protocols and applications will need to offer higher yields in order to attract users.
This could come through boosted APRs, rising token prices, or other incentives.
Here’s where I’m farming my stablecoins:
1. @Lighter_xyz - 50+% APR and a potential airdrop, looks super juicy. Looking at Hyperliquid, FDV at exit could be massive
2. @HyperliquidX vault - I believe in the second drop. HyperEVM is good, but Hyperliquid is their main product, so I expect more $HYPE to be allocated there
3. @MorphoLabs on $BASE - been holding liquidity here the whole time. Think it could be a good multiplier + decent APY
Bonus: @GMX_IO LINK/USD pool. If you’re holding $LINK like me, you can earn 25% APY. But DYOR on LP risks 🚨
The world’s first official S&P 500® Index Fund Token (SPXA) is live.
Multichain interop powered exclusively by @wormhole.
Time after time, institutions are choosing wormhole as the default choice for scaling tokenized assets across chains.
Just getting started.