Dark Knight

Research account | Our greatest glory is not in never falling, but in rising every time we fall.
$BTC $ETH

[Dark Knight @Bruce9x7wayne]

Bitcoin is like Batman: a vigilante force disrupting the status quo, emerging from the shadows to challenge the established order and empower the people.

[Web3 Princess 👑 @BrianneFrey]

AI infrastructure weekly update

Keeping you updated & saving you time:

1️⃣ $TAO - BitGo partnered with Yuma for institutional-grade custody & staking of Bittensor subnet tokens. Generated $43M in Q1 AI usage revenue from subnets like Chutes & Targon

2️⃣ $VIRTUAL - Coming to Coinbase. Spot trading live on Hyperliquid. OpenGradient launched, agents run on verifiable AI compute with models onchain. Prediction markets with unified liquidity prototype live

3️⃣ $NEAR - NEAR Intents exposed to $600K from Litecoin MWEB bug April 25, team pledged to cover user losses. XAU₮ (Tether Gold) with $3.3B+ TVL live on NEAR Intents as first RWA. NEAR Intents powering cross-chain swaps in Matcha Meta. IronClaw AI launched Google Calendar integration for agents

4️⃣ $FET - TVL up ~35% post-infrastructure upgrades. Oma Telegram agent launched, first built on OmegaClaw neural-symbolic framework. All ASI1 models now available via ASI:Cloud at no cost

5️⃣ $VVV - Increased programmatic VVV burns: Pro subscriptions now burn $2 in VVV (up from $1), Pro+ burns $5, Max burns $10. Venice Skills released with 19 folders covering full API. 1 trillion monthly language tokens produced in March

6️⃣ $KITE - Kite Passport identity & payment layer for AI agents opening early access to public

7️⃣ $QUBIC - Phase 3 live, ASICs mining DOGE at 100%, CPUs/GPUs training Aigarth at 100% simultaneously. Epoch 210 eliminated idle phase, every tick trains AI

AI sector: ~$21.7B MC | no change WoW

Which project had the most exciting update this week?! 👇

[Web3 Princess 👑 @BrianneFrey]

DeFi protocols weekly update

keeping up with the major moves to save you time:

1️⃣ $HYPE - Bitwise files amended S-1 for BHYP ETF (0.67% fee, NYSE Arca). Grayscale, 21Shares, VanEck also in queue. Zero-fee onramps via USDHdotcom live in 180+ jurisdictions

2️⃣ $INJ - USDC Mainnet Upgrade now going live as real-time stablecoin settlement layer. First U.S.-regulated INJ futures live on Bitnomial. April BuyBack removes 51K INJ. Next Finance Tech joins as Japan validator. Silo Finance launches risk-isolated credit markets

3️⃣ $SOL - Q1 economic activity hits $1.1T, up 6,558% QoQ. First YC USDC investment settled onchain. Amex and Mastercard integrate into agent stack via Crossmint

4️⃣ $JUP - JupUSD hits $1.46B volume, $100M in Lend deposits. Strategy Vaults live with one-click leveraged loops. 50M JUP ASR claim open. PreStocks $50K rewards pool wiped in under 24 hours, $25K bonus live. Jupiter Mobile hit $890M in March

5️⃣ $AAVE - Q1: $33.8M revenue, $44B deposits, 80.7K buybacks. Aave Checkpoint adds AI-powered governance security. CoW and Horizon fees routing to DAO treasury. $15.5B in Pendle deposits, number one for PT collateral

6️⃣ $MORPHO - Powers Fireblocks Earn and Paxos Amplify. deSPXA tokenized S&P 500 live as collateral. First RWA Curator from Asia onboarded. Base loans ATH at $1.28B. DAUs up 8 straight quarters

7️⃣ $DRIFT - $295M exploit attributed to a North Korean state-linked group. Relaunching with USDT and a $150M Tether recovery package. Recovery token issued to impacted users. Audits underway

Which project are you most bullish on? 👇🏻

[Web3 Princess 👑 @BrianneFrey]

AI is increasing in popularity, seeing a big spike in the last year

it’s only a matter or time before attention comes back full force to AI infra plays IMO

like $TAO $RENDER $FET $NEAR $VIRTUAL

pay attention & stay ready

[Web3 Princess 👑 @BrianneFrey]

AI Infrastructure Weekly Update

1️⃣ $TAO - Grayscale S-1 Amendment No. 1 filed for GTAO NYSE Arca listing. Targon (SN4) launches TargonOS. RESI (SN46) hits 90% appraisal accuracy

2️⃣ $VIRTUAL - First robot-to-robot commerce transaction onchain via x402 on Base. Full delivery completed with zero human coordination

3️⃣ $RENDER - RNP-023 2nd round voting live through April 7, 98.86% approval in round one

4️⃣ $NEAR - Confidential Intents live, first cross-chain privacy layer across 35+ chains. $4M TVL in 2 days. Ledger Bluetooth beta live via Meteor

5️⃣ $QUBIC - Dogecoin mining live on mainnet, Phase 1 underway

6️⃣ $FET - ASI:Chain built quantum-leveraging ahead of Google's 2029 PQC deadline

7️⃣ $SERV - OpenServ Reasoning in private beta. SERV Nano 20x cheaper & 3x faster than GPT-5.4. UAE government partnership for regulated AI reasoning

AI sector: $22.1B | +5.2% WoW

[Web3 Princess 👑 @BrianneFrey]

hot take: 99% don’t care if $ONDO has utility

they only care about potential, if price is going up in the future

is utility a factor when you make investments?

[Web3 Princess 👑 @BrianneFrey]

the spam is out of control today

i’ve blocked & reported 20+ fake accounts

all with similar names targeting my replies

is anyone else experiencing this today?!

[Web3 Princess 👑 @BrianneFrey]

DeFi Protocols Weekly Update: April 1-7

1️⃣ $DRIFT - Largest DeFi exploit of 2026, ~$285M drained via compromised access

2️⃣ $AAVE - $42.34B in deposits. V4 hits $10M week one, no incentives. GHO crosses $500M. $1T cumulative loans Q1. Bank of Canada validates DeFi lending. Chaos Labs exits, $AAVE drops below $90

3️⃣ $MORPHO - $11B+ deposits in 2 years. Tempo, Privy & Ripple choose Morpho. OKX, Binance & Ramp using Morpho Vaults. Fixed-rate lending coming

4️⃣ $AERO - $1.65M in holder revenue, more than next 4 DEXs combined. 18M+ AERO locked YTD

5️⃣ $UNI - $250B volume in 3 months. Winning ~40% of MetaMask swaps. Hook auto-routing live

6️⃣ $SOL - B2C2 picks Solana for institutional settlement. Mastercard, Worldpay & Western Union building via SDP. USDG crosses $1B. Solana Foundation joins x402 Foundation

7️⃣ $JUP - Express Verification API live. Partners with SoFi on Big Business Banking. Desktop Wallet shows price charts on hover across Twitter, Google & Claude

DeFi sector: $49.1B | -1.8% WoW

I compile this weekly to save you time on the biggest news.

Let me know which project you’re the most bullish on 👇🏻

[Web3 Princess 👑 @BrianneFrey]

$DMTR just launched the Tambo Amazon Carbon Project in Peru

key details to pay attention to:

phase 1 is already underway across 45,000 hectares with two Asháninka communities

carbon credits will be issued under Verra VCS or Gold Standard, which are institutional grade & sellable

the scale potential:

> phase 2 expands to 12 communities

> phase 3 extends across wider Asháninka territories

> their Mexico project was projected at $15.1M ARR over 10 years for 23,000 hectares with this one double in size

MOUs are signed with territorial baselines underway & the Project Design Document will be published this month

@dimitratech ‘s Connected Cacao platform links agricultural data to deforestation compliance

creating recurring on-chain data fees as the platform scales

this is how real world assets are elevated into real world revenue potential

[Web3 Princess 👑 @BrianneFrey]

$VIRTUAL | @virtuals_io is building for the inevitable agent economy

two big developments this week:

1️⃣ Eastworlds: a physical AI accelerator backed by Carnegie Mellon, Oxford, Nanyang Tech & Shanghai Jiao Tong University

> helps robots leave the lab & generate real economic value
> Bryan from Virtuals & Jason from Flyby Robotics are residents

2️⃣ Modular Launchpad: every launch feature is now an independent toggle

= easy adaptability & customization

configure your agent launch exactly the way you want

18,000+ agents deployed with $470M+ in agentic GDP with the new expansion into the physical world

i’m keeping you updated on agentic infrastructure so you don’t miss what’s coming

[Web3 Princess 👑 @BrianneFrey]

30 day sector performance

these sectors are showing real momentum right now with these drivers:

🟢 AI + 24% - $TAO $FET $RENDER
🟢 Privacy +16.4% - $ZEC $DUSK
🟢 RWAs +11.8% - $CFG $SYRUP $OM

which sector are you most bullish on heading into Q2?

[Web3 Princess 👑 @BrianneFrey]

RWA infrastructure weekly update

1️⃣ $ONDO - TVL hits $3.5B. Binance lists 10 more tokenized stocks & ETFs under Abu Dhabi ADGM framework. 260+ tokenized stocks live in MetaMask on BNB Chain. Incident response team froze all USDY stolen in Drift exploit

2️⃣ $LINK - Chainlink Reserve holds 3.06M LINK, top-35 holder. Midas ($1.7B assets minted) adopts Chainlink for onchain attestation. 18 new integrations across 22 chains. Polymarket sees $4B+ volume & 3x daily increase after adopting

3️⃣ $SKY - DAI to USDS upgrade complete across 6 major exchanges. First token-backed conforming mortgage accepted by Fannie Mae via Better & Coinbase. $7B+ in sUSDS earning yield at 3.75% APY, 58.6% of USDS actively earning. Grove crosses $3B TVL

4️⃣ $CFG - TVL hits $1.6B ATH. deSPXA crosses $1M daily volume on Aerodrome, 8 days post launch. JTRSY crosses $1B TVL, AAAf rated by S&P

5️⃣ $SYRUP - $440M in net new deposits in March. syrupUSDC & syrupUSDT hit new supply ATHs. March revenue $1.8M

RWA sector: $29.06B distributed (+5.7% WoW) | $370.84B represented (-8% WoW) | 718,975 asset holders (+1.6% WoW)

I do these updates weekly to track one of the hottest institutional narratives

& save you time so you don’t miss the latest developments 🔥

[Web3 Princess 👑 @BrianneFrey]

All the relevant links for you to see dive into what happened & the 37K TAO sale:

1️⃣ https://t.co/tn24kIdPEF

2️⃣ https://t.co/niHWBmL23s

3️⃣ https://t.co/YtZX1jNkeW

4️⃣ https://t.co/lCdE41PqZ0

5️⃣ https://t.co/IobOlR5Uua

[Web3 Princess 👑 @BrianneFrey]

$TAO is down ~20% today

Sam Dare, @covenant_ai founder dumped 37,000 $TAO worth ~$10M after announcing Covenant is leaving the Bittensor ecosystem.

Covenant owns subnets @tplr_ai @basilic_ai & @grail_ai

Here is what is actually going on:

1️⃣ Sam claims Jacob (Bittensor founder) suspended their subnet emissions. Jacob stated he does not have access to do that.

What Jacob did say: he sold his personal alpha holdings on the 3 subnets, less than 1% of what he had invested into his teams.

His reasoning was that the subnets weren’t running & were nearly 100% burning, meaning alpha stakers were getting little to no rewards.

Under dTAO, when alpha tokens are sold, subnet demand drops & emissions follow.

It’s the same system that all ~128 subnets are subject to.

The rewards Jacob sold were relatively small, especially compared to the 37K TAO Sam just dumped.

2️⃣ Sam says Covenant’s channels were deprecated & moderation rights removed

Jacob says Sam deprecated his own channels with a pinned comment (in Discord) & an X post to prove it.

Jacob did acknowledge removing Sam’s ability to delete comments in Discord temporarily because he was deleting honest criticism.

But he says he never removed his moderator role.

I went through the Discord & X myself. Most people who were actually present & invested backed up Jacob’s account.

The “you rugged us comments” are directed at Sam not Jacob.

What I find interesting: my friend @TaoOutsider interviewed Sam just one week ago & he seemed genuinely happy & eager in the TAO ecosystem.

And now he’s pulling the rug out from under subnet investors. The timing is hard to ignore.

Their subnets, particularly Templar, had serious potential. A lot bet on their future & just watched their investments plummet.

I’m pro-TAO on this but let’s look at honest criticisms:

1️⃣ Governance feels more centralized than decentralized (does cont/the foundation have too much control?)

2️⃣ dTAO mechanics create volatility (selling of tokens impact emissions)

3️⃣ Subnet dependency (dominating subnets that leave, do they impact the ecosystem too much?)

4️⃣ Maturity vs perception (is it still early?)

All of these are opportunities in a still evolving ecosystem.

This is the first & one-of-a-kind solution so there is no perfection.

It’s not easy to be the first to create a path for an open intelligence network.

There are growing pains that are being worked out as Covenant is not the first exit & it won’t be the last.

But this does present a good opportunity to look at what is working & what can still be improved.

And here is the proof that it’s already being considered: Jacob just outlined lock-based subnet ownership.

Ownership that’s determined by a team's long term economic commitment.

Investors can see in advance if an owner unlocked their tokens, reprice before they exit & move their conviction to another team.

This would be a governance upgrade which is another step towards achieving decentralization.

I think Bittensor has been making improvements over time & I think that they will emerge stronger.

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/M16PrMC37l h

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/afBQTcrYVo

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/M16PrMC37l f

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/M16PrMC37l e

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/M16PrMC37l d

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/M16PrMC37l c

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP

[Dark Knight @Bruce9x7wayne]

@pacmangainz https://t.co/M16PrMC37l b

[₿ruce Wayne @0xBruceeWayne]

Round 3 for @OpenVPP. 🤡🗑️

The selling continues. As you can see in the pictures, in the last 7D alone, team has sold almost 100k$ worth of tokens.

While the “founder” makes videos from his kitchen talking about developments and empty promises, his accounts get full with your money. 💰

YOUR HARD EARNED MONEY WHICH YOU THINK IT WILL CHANGE YOUR LIFE.

That money funds those shameless idiots liar’s lifestyle. Imagine he sees the account has laughs with joy while you hope for a better life. TOXIC for this space. ⚠️

I will say this one more time. These low cap plays are good only when the market conditions meet euphoria. Initials out ASAP, ride the rest stress free while DCA ing out.

Otherwise, it’s a slow bleed. 🩸

Hate me, I don’t care. I rather be hated by you and loved by God than participate into getting people broke and then act like the good guy. 🤝🏽

$OVPP