Dominic

Researcher | Marketing & Advisory

Cope. Seethe. Rage

i must not Fomo, for Fomo is the mind killer.

[Dominic @0xD0M_]

Wanted to play around in the hyperliquid ecosystem and realised i didn't really know any dapps natively building on hyperliquid aside memes and @hyperlendx which i previously covered so i took a good amount of time to properly research dapps natively building on $HYPE
Mega read incoming 🧙‍♂️

1.@vaporwarefun was built using a16z's eliza framework and its a no code platform for deploying and managing of Ai agents from the docs its stated you can launch the ai agent as well as its token on $HYPE EVM chain 🧙‍♂️

2. @fan_dot_fun see it as a better version of friend tech currently building on hyperliquid. waitlist is currently live.
3. @KeikoFinance permissionless CDP protocol deploying natively on hyperliquid. they are currently on their testnet phase and it allows for the lending of whitelisted assets on hyperliquid to recieve the protocol KEI stablecoin
4. @Vegas_HL gamblefi launching natively
5.@panda_on_hl memecoin launchepad deployed natively on hyperliquid.
6.@kinetiq_xyz liquid restaking protocol built natively on hyperliquid.
7.@HyBridgeHL native bridge on hyperliquid
8. @felixprotocol native lending and borrowing protocol using feUSD complete with sustainable native yield.
9.@Hypurrfun tg trading bot on hyperliquid
10.@KittenswapHype dex launching natively.
11.@drip__trade nft marketplace building natively.
12. @HyperSwapX native dex and liquidityhub on hyperliquid.
13.@KatoshiAI automated trading natively building.
honourable mentions @hyperdrivedefi @stakedhype @hyperactive_cap @hypurrfi @hyenahl @LiquinaHL
surprisingly, thats all i could find on protocols natively building on hyperliquid. would be updating this list from time to time when i find more. what do you think @aixbt_agent @hypurr @CC2Ventures @tobific

[The Altcoin KING @0xAltKing]

The RWA category has some very different assets sitting side by side, and the numbers show just how broad this market has become.

I went through the listings on @coingecko and found a few worth comparing.

@circle USYC had a market cap of around $2.38B, while @BlackRock's BUIDL stood at approximately $2.21B. Both are tokenized fund products representing traditional financial assets onchain.

Now compare that with Tether Gold ($XAUT) and PAX Gold ($PAXG).

XAUT had a market cap of about $6.08B, while PAXG stood at $1.84B.

Both provide tokenized exposure to gold, giving people another way to access the precious metal through blockchain-based assets.

Meanwhile, Chainlink ($LINK) had a market cap of roughly $10.04B and $383M in 24-hour trading volume. Ondo ($ONDO) recorded around $2.375 in market cap and $248M in daily volume.

Their roles are different, too, as Chainlink powers external data infrastructure, while Ondo specializes in tokenized financial products.

So why put these assets in the same conversation?

Because they show how broad the RWA sector has become.

Tokenized funds, gold-backed tokens and the infrastructure surrounding on-chain finance all contribute to the wider story, each in its own way.

This is why I like looking beyond the category label.

Market cap shows the scale of an asset, while trading volume gives another view of market activity.

Understanding what each token represents adds more context to those numbers.

@coingecko makes it easier to compare these assets, track their performance and explore the wider RWA market.

Take a look at the listings and explore the data yourself 👇

https://t.co/oGCLOX6szn

[DEFI Kadic @defikadic]

Which is the most 'friendly' lending protocol for RWAs?

RWAs seem to fit what they're born to be - collateral in lending for their big reputation and deep liquidity.

We have the 3 biggest lending markets by TVL:

+ @aave is the long-standing, general-purpose pooled market

+ @Morpho is a modular system where independent risk managers build the markets and vaults

+ @sparkfinance is the lending arm of the Sky ecosystem, built as a fork of Aave V3

This writing below compare them on 3 points that may be important to adopt RWAs: size, product lines and RWA adoption status.

1. Market size:

+ Aave: $18.09B TVL and $12.44B active loans
+ Morpho: $11.17B TVL and $5.78B active loans
+ SparkLend: $5.16B TVL and $2.76B active loans

Aave always remains the largest by every measure, eventhough it has fallen down from $26.4B TVL before the exploit of KelpDAO.

Morpho accounts for a large share of the growth comes from Base, where Morpho held about $3.9B in TVL and $1.9B in active loans, helped by crypto-backed loans offered through Coinbase.

SparkLend is one of the emerging markets who is able to gain the 3rd spot after a short period.

2. Outstanding products:

+ Aave: the separate, permissioned market Aave Horizon

Launched in August 2025, Horizon allows qualified institutions deposit tokenized assets.

+ Morpho: Morpho Blue

The largest venue by active RWA in DeFi, higher than Aave, with a diversified product lines from @pendle_fi, @maplefinance, @SteakhouseFi and more.

+ SparkLend: Spark Liquidity Layer

It takes stablecoin liquidity from Sky's reserves and deploys it across DeFi, centralized finance and RWAs, while Spark Savings offers yield-bearing tokens (sUSDS, sUSDC) tied to the Sky Savings Rate.

3. How have they adopted RWAs:

+ Aave:

RWAs adopted: Treasury funds, CLO funds and similar products from issuers including Superstate, VanEck, WisdomTree and Centrifuge/Janus Henderson, and borrow stablecoins (USDC, RLUSD or GHO) against them.

+ Morpho:

Outstanding RWAs: PRIME, reUSD, syrupUSDG, aHYPER, etc.

+ SparkLend:

OG RWAs: BlackRock's BUIDL, Centrifuge's JTRSY and Superstate's USTB.

In short, Aave leads on size and breadth, Morpho leads on growth and flexibility, and SparkLend serves a narrower, ecosystem-driven purpose.

[Dom T. @DomOnChain]

Hundreds of millions of PL fans potentially getting exposed to USDC and onboarded to Web3

that's why I keep saying Circle x Chelsea is such a W-W partnership 🤝

especially for @circle

why? the financial side 💰

The sponsorship is rumoured to be worth around £50m ($67m) per year

Circle generated $46m in revenue in just the last 7 days... yes 7 DAYS haha

that's roughly 10 days of revenue to match an entire year's rumoured sponsorship cost

I'm still so excited about this deal... imagine fan rewards, giveaways & exclusive experiences powered by @USDC

fans enjoying themselves while getting introduced to crypto without even realizing it.

absolutely love it💙

[Dave @Dave0nchain]

your stocks don’t have to stay stuck in your brokerage account no more lads 👀

@bitget just launched rToken Stock Transfer, letting users move 3,000+ eligible US-listed stocks and ETFs into Bitget and convert them into tokenized stocks (rTokens).

The interesting part? Eligible rTokens can unlock more ways to use your equity holdings across trading, borrowing, lending and yield products, subject to asset eligibility and terms.

That’s RWA moving beyond access to actual capital utility.

And Bitget is offering eligible users a share of $1M in rSPCX airdrop rewards for qualifying transfers.

The next phase of tokenization is about what your assets can do, not just what they represent.

[Niels @Web3Niels]

Something interesting is happening with $BTC selling right now.

U.S.-linked selling has been much stronger, while Binance traders have been relatively calmer.

That likely shows U.S. institutions are being more cautious with the current macro and geopolitical setup.

For now, most of the selling pressure seems to be coming from the U.S. side.

[bewise @bewise0]

Wen $JUMP?? Q4 launch?

Pre market opened on aspecta, currently trading at $150M FDV, x2 from Legion raise FDV ($75M)

Hard to take too much from these premarkets with only $24k traded in 24h

Legion demand was pretty crazy, nearly $50M committed for $3M hard cap.

I have very little skin in the game here, only the $800 via ethos OTC deal with @aiobonchain

I’d happily settle for x2, day1 investment back, leaving the remaining 50% unlocked linear over 4 months.

[BLAZE @BloosBTC]

Guys you can now hold US stocks? 👀

@Bitget now lets eligible users transfer supported US stock and ETF holdings from their broker and receive tokenized versions called rTokens in their Bitget spot account.

Here’s what makes it interesting:
• 3,000+ eligible stocks and ETFs supported
• No transfer in fee
• Processing takes around 10 business days
• Eligible rTokens can be used for spot trading and selected other features

There’s also a launch reward for your first stock transfer:

💰 $5,000+ → 200 USDT worth of rSPCX
💰 $20,000+ → 800 USDT worth of rSPCX + 50 USDT fee rebate voucher
💰 $50,000+ → 2,000 USDT worth of rSPCX + 150 USDT fee rebate voucher

Rewards are conditional, paid in three instalments, and subject to an 80% holdings value requirement before each payout. Only your first transfer counts.

Campaign runs until November 18, 2026. Terms apply.

Check eligibility before transferring. rTokens are not direct ownership of the underlying shares. Capital at risk.

[ZORD @zordcrypt]

#Ad

Buying tokenized stocks is one thing. Being able to move your existing stock portfolio into crypto is a much bigger development.

And that's exactly what @bitget is introducing.

Bitget now supports transfers of 3,000+ eligible US stocks and ETFs from traditional brokers.

Once processed, these holdings automatically convert into rTokens (tokenized stocks) in your Bitget spot account.

Here's what stands out:

→ Selected rTokens support 24/7 trading.
→ Eligible assets can access margin, borrowing, lending and Earn.
→ No transfer-in fees, with processing estimated at around 10 business days. Transfers out incur fees.

There's also a $1M rSPCX reward pool for qualifying first transfers:

• $5K+ → $200 in rSPCX
• $20K+ → $800 in rSPCX + $50 fee rebate
• $50K+ → $2,000 in rSPCX + $150 fee rebate

Rewards are first-come, first-served. Only the first transfer qualifies, and rSPCX rewards are paid in three instalments, each requiring holdings worth at least 80% of the initial credited value. Other conditions apply.

I think the bigger value here is giving investors more flexibility with assets they already hold.

Instead of limiting tokenized equities to new purchases, we're seeing existing stock portfolios become accessible within crypto-native financial products.

That's a practical step forward for RWAs.

Find out more: https://t.co/BNt8RK93on…

Capital at risk. rTokens aren't direct share ownership. NFA.

[Avalanche 🗻 @avalanchexbt]

new badge who dis?

[Dave @Dave0nchain]

It’s the same old same old ct drama all you gotta do is filter out the noise

Just be pogo pilled

[DEFI Fundamentals @Defifundamental]

Mark your calendar: Friday, Oct 16 at 05:00 UTC is the big moment for @RobinGuards.

Three things happen at once:

• the points snapshot locks every final total
• the token launches
• claim opens instantly. No delay, no vesting

That last part is what caught my eye. Most airdrops make you wait weeks and then drip tokens out over months. Here you stake, the snapshot hits, and your points become tokens the same minute.

Every staked Guard earns 50 points an hour, and 1 point = 1 token. That's 1,200 points a day per Guard, about $40 at the planned $0.033 price.

But once Friday hits, the earning stops. Every hour before then is worth points, every hour after is worth nothing.

Mine, mint and stake before the snapshot:
https://t.co/jUisyHNggk

[THE ANGEL @TheDeFiAngel]

➠ @prlnet is an L1 blockchain, but my attention is drawn to how it connects GPU mining with AI computing.

→ Look at the GPU market.

The same NVIDIA H100 can rent for $3 per hour on one platform and $10 on another. The difference comes down to networking, cooling, uptime, and the quality of the computing setup.

So, how do we determine what GPU computing power is actually worth?

Pearl is approaching this differently.

Instead of relying on traditional SHA-256 mining, Pearl uses GPUs to perform matrix multiplication, a core part of AI workloads such as ChatGPT and AI image generation.

The network reportedly has 320,000 GPUs participating.

→ Here is the part I find worth studying.

GPU operators can mine Pearl or rent their computing power to AI customers. When rental demand rises, operators have more reasons to serve paying customers. When demand falls, mining becomes an alternative.

Pearl targets a 194-second block time and adjusts mining difficulty as computing capacity changes.

This creates a potential signal of GPU market demand, although hashrate alone cannot tell us the exact rental price.

Mining rewards, electricity costs, hardware efficiency, and customer demand all influence the result.

There is already a commercial example. In May 2026, Together AI launched an inference endpoint on Pearl's network for Gemma-4-31B-it-Pearl, reportedly priced more than 25% below standard cloud rates.

My view is that Pearl is exploring a useful connection between two markets: blockchain mining and AI computing.

If the economics work at scale, operators could earn from mining while putting their GPUs to work, and the network could offer a new way to track changes in computing demand.

The real question is whether actual customer demand can sustain this model and whether its network data can become a reliable GPU pricing benchmark.

That's the part worth following.

NFA. DYOR.

[Mr_CryptoNest @Mr_CryptoNest]

Most NFTs are just stored in a digital wallet.
@0xhazels wants you to do more with the Attention Layer and Drops.
Mint is on October 14. Can an NFT be more than just something you collect?

[Dominic @0xD0M_]

Intern forgot to add the lads that are trading a 1000x leverage

And people writing content on how to use it 😂 never a dull day here ever.

[Pogo @Pogo_Social]

scrolled CT this morning; got disappointed again

101 guides on how to be the next AI genius
dozens of "experts" trying to lure me into some shitcoin
some thirst traps

guess I'll go back to Pogo

[LegosX @LegosXIO]

LegosX is now live.

A crypto-native discovery and research platform built to bring the fragmented parts of crypto into one place.

Discover early NFT projects with NFT Radar, track upcoming launches through the NFT Calendar, find airdrop and ambassador opportunities, follow token unlocks, monitor mindshare, compare markets, and keep everything you care about organized with Alerts and Watchlist.

Instead of jumping between dozens of dashboards, feeds and research pages, LegosX gives you one place to discover, track and research what matters.

→ NFT Radar & NFT Calendar
→ Crypto Battle
→ Airdrops
→ Campaigns
→ Ambassador Programs
→ Token Unlocks
→ Mindshare
→ Funding Rates
→ Coins
→ Ecosystems
→ Exchanges
→ Heatmap
→ Chains
→ Alerts & Watchlist
→ Guides, news and more

And this is just the first version.

More tools, more data and more ways to discover opportunities are already on the way.

Welcome to LegosX.

https://t.co/NxtWbGJGQ4

[Dominic @0xD0M_]

@enesonchain Welcome broski

[Dominic @0xD0M_]

What if i told you that you are walking around with wall street and a major CEX if you’ve got bybit app?

Bybit is now expanding and its stocks avenue brings crypto and traditional markets closer.

For eligible users they can access real U.S.-listed shares through the Bybit platform, held through regulated brokerage and custody providers, not stock tokens or derivatives.

The setup connects crypto and equities under one Bybit interface with names like NVIDIA
NVDA,Tesla and Micron
MU among the available stocks.

It’s a simpler way to explore another asset class without needing multiple platforms complete takeover if you ask me
Heads up KYC Level 2 is required, and availability depends on your country as well.

While we pick Which stocks are we buying first it’s a perfect opportunity to celebrate the launch!

There is a $20 welcome bonus for new users

You can also Get 5 USDC on your first stock trade ( can stock up on some $TSLA and $MU like me ) 

available on a first-come, first-served basis

If you Trade stocks daily you stand a chance to win mystery boxes worth up to $50

Also Join Stock Splash for a share of the 100,000 USDC prize pool

Campaign Period lasts from October 12, 2026, 12:00 UTC – October 31, 2026, 00:00 UTC

Trade here frens >>

https://t.co/RgVMjTiNjr

[Bybit @Bybit_Official]

Real Stocks. Real Ownership. Now through the Bybit Platform.

1,000+ US stocks/ETFs. Zero commission.

No new app. Just open Bybit and own the real thing.

#BybitStocks #MakeYourMove

[Dominic @0xD0M_]

@Bybit_Official What a way to deliver 🫡

[Dominic @0xD0M_]

@Pogo_Social Some thirst traps or hella thirst traps with a billion memecoin thesis 😂

[MARINE @web3_marine]

The amount of attention the On Chain Bonus is getting is crazy tbh

Even with the DDoS attack causing some interruptions, @housebets is already online and ready to go

Sometimes you can tell a lot about a project by the attention it starts attracting when things get moving

Now I’m curious to see what the team has planned next

If the hype is already this big, we might be in for something interesting

Keep an eye on Housebets.

Stay positioned here: https://t.co/UlWVDkpByA