Crypto Flywheel 🛞

Mapping the momentum behind crypto.

[Immortal 💥 @BitImmortal]

while DeFi TVL gained 35% in last 90 days

@pendle_fi did not see any improvement in stats

TVL is still at 1B, down from 10B

DEX volume fell badly, ATL

and fees continue going down - $PENDLE

[Immortal 💥 @BitImmortal]

September totally belonged to Robinhood

$84M revenue generated in one month

- @ponsdotfamily
- @fomo
- @gmgnai
- @Uniswap
- @Lighter_xyz

are attracting massive activity on @RobinhoodCrypto

[Immortal 💥 @BitImmortal]

Crypto spot trading volume finally started growing

after making a low of $672B in July,

now it’s rising for the last 2 months

we’re still in the early phase of recovery

if this continues, there could be huge upside ahead

[Immortal 💥 @BitImmortal]

ethereum staking just hit an all time high

43.5M $ETH is now staked

35.5% of ETH supply is now out of circulation

[Crypto Flywheel 🛞 @CryptoFlywheel]

@BitImmortal @grok what next?

[Immortal 💥 @BitImmortal]

Uniswap $UNI recorded highest weekly activity ever

- 60M unique swaps
- 500K active addresses

a record breaking week, thanks to @RobinhoodCrypto

[Immortal 💥 @BitImmortal]

Base DeFi TVL just hit an ATH of $6B

@Morpho dominates with 70% of total value

$MORPHO is now the 2nd largest lending protocol, competing with $AAVE

[Immortal 💥 @BitImmortal]

Standard Chartered predicts $ARB could rise from $0.14 to $10 by 2030

a 70x move from current levels

this prediction is based on Arbitrum's business model:

@arbitrum gets 10% of the net protocol revenue from L2s created using its tech, like @RobinhoodCrypto, helping TradFi come onchain

@StanChart is also forecasting $4T in tokenized assets by 2028

a massive opportunity for the RWA sector

their Arbitrum $ARB price forecast:

$0.5 in 2026
$1.5 in 2027
$3.5 in 2028
$6.5 in 2029
$10 in 2030

still 3 months are left until the end of 2026

and from the current $0.14 level, $ARB needs to do a 3.5x to reach the 2026 target

[Immortal 💥 @BitImmortal]

Arbitrum flipped Solana and Ethereum in perp trading volume

- $42B monthly volume
- $2B open interest

that makes @arbitrum $ARB #2 chain by trading activity

[Immortal 💥 @BitImmortal]

Solana just crossed $16B in stablecoin supply for the first time

[Immortal 💥 @BitImmortal]

.@opensea has taken over the Ethereum NFT market with 100K+ weekly active users

NFT interest is back, while other marketplaces are seeing almost no volume

[Immortal 💥 @BitImmortal]

What just happened to @Uniswap?

TVL exploded from $3B to $9B, up 200%

$6B added almost out of nowhere

@DefiLlama, confirm this or is this a glitch?

[Immortal 💥 @BitImmortal]

KAITO next airdrop is coming?

32.6M $Kaito are unlocking tomorrow

and yesterday, @KaitoAI introduced pulse, where all your yaps will convert into aura

unlock breakdown:

15M - long term creators (community)
7M - ecosystem
7M - core contributors

the interesting part:
15M $Kaito allocated to long-term creators

the timing is definitely interesting

yaps into aura + 15M Kaito allocated to the community

it’s possible this unlock could be connected to a community airdrop

@Punk9277 can you confirm?

[Immortal 💥 @BitImmortal]

$APT was once sitting at $40B FDV

now it’s around $1B

basically a 40x collapse in valuation

[Immortal 💥 @BitImmortal]

Solana just hit a major milestone

non-vote transactions crossed 1B per week for the first time ever

this represents high on-chain activity across:

> users
> bots
> defi
> trading
> payments
> apps

[Immortal 💥 @BitImmortal]

TRON just flipped Ethereum as the biggest USDT chain

over $90B USDT now sitting on Tron

that’s 50% of the entire supply on one chain

but the real number is this:

$26T worth of $USDT moved across Tron in last 5 years

[Immortal 💥 @BitImmortal]

Bitcoin is at $64K

Miners are making same money as when $BTC was $27K

their revenue (block rewards + txn fee) just dropped to 3-year low

In 2023, BTC was around $27K and miners earning roughly $30M/day

today, BTC is at $64K and miners still making $30M/day

price has more than doubled but revenue hasn’t

that means the economics of bitcoin mining are getting tighter and the pressure is coming from multiple sides:

- transaction fees 15 year lows
- block rewards getting half
- hardware getting more expensive
- electricity costs rising

the next halving in 2028 will cut the block reward again

so unless BTC price rises significantly or transaction fees/revenue recover, weaker miners will eventually be forced to shut down

[Immortal 💥 @BitImmortal]

Robinhood just crossed $500m in stablecoins

that's a 100% increase in just 30 days

the entire growth is being driven by:

- @global_dollar USDG
- @ethena USDe

[Immortal 💥 @BitImmortal]

Bitcoin monthly transactions just hit a new ATH

the network has never been more active

yet txn. fees are sitting at an all time low

[Immortal 💥 @BitImmortal]

every small BTC dip feels like hell for alts

imagine what happens if BTC loses $50K

Half the market won't survive