🔥⚡🔥شبكة @SeiNetwork قامت بفتح نظام Giga وتشغيله لمدة 24 ساعة لإختبار السرعة ووصلت سرعة المعاملات علي الشبكة 13.7X ضعف السرعة السابقة👀 هذا يعني أن سرعة المعاملات أكثر من 200 ألف معاملة بالثانية الواحدة🧐
⬅️بعدها صرح الفريق أن إطلاق Giga العام سيكون قبل نهاية هذا العام...
⚡هذه الأشياء ليست عادية أبدا وستجلب المؤسسات بالفعل للشبكة،
البناء والعمل مستمر بكل إحترافية ومهنية والشيء الوحيد الذي لا يعمل هو سعر $SEI ولكن هذا عادة لا يدوم طويلا ويصنع المفاجئات...
👈أنا مجرد مستثمر بالمشروع فلكي تتفادي الحظر المباشر لا تسأل إذا كان هذا تعاون مدفوع او ترويج ولو كان كذلك لوضحت لك بطريقة ما...
Canton grayscale ETF, why $CC potential, upcoming catalyst
Making $60M revenue in 30d and sitting just below stablecoin issuers and Hyperliquid. So @CantonNetwork got my attention.
Is this actually the privacy layer for a huge chunk of global finance?
What I got so far:
- 600 validators.
- 15M+ monthly txs using CC flows.
- ecosystem processing $6T+ in onchain assets with $280B+ daily US Treasury repo activity.
Broadridge's DLR on Canton is already tokenizing more than $365B daily and scaled from around $2T to $4T+ monthly in onchain UST repo financing.
Canton built sub-transaction privacy, so each party only sees what they're supposed to see, while the synchronizer coordinates the transaction without reading the whole thing.
$CC is the native asset of the Global Synchronizer.
→ users burn CC to buy network traffic
→ validators, Super Validators, and app providers earn CC for keeping the system alive
How much institutional flow ends up routing through it? At 0.5 bps effective capture:
→ if $100B of annual activity runs through it = 30.8M $CC burned per year.
→ if $1T runs through it = 308M $CC burned per year.
→ if $10T runs through it = 3.08B $CC burned per year.
Definitely upside there, but I ain't calling $6B for a L1 is cheap.
Still, got some pretty chunky catalysts could move the token this year:
- DTCC has 50+ firms involved and is targeting limited production trades.
- Visa joined Canton as the first major payments company selected to become a Super Validator.
- Visa and Brale announced a proof of concept for private stablecoin settlement.
- Goldman and BNY are using GS DAP, built on Canton.
- HSBC completed a tokenized deposit pilot.
- Grayscale filed an S 1 for a Canton ETF.
Canton's TAM is repo, collateral mobility, tokenized Treasuries, MMFs, deposits, private stablecoin settlement, and eventually cross-border institutional payments.
Small fees ongigantic flows can get weird fast. $CC demand comes from institutions, not retail.
I haven't seen many L1s with a setup like this before. Let's see how hard TradFi bids this thing.
DYOR.
🎙️Somnia Unwrapped: Somnia x @lifiprotocol
Join @lippylipka, @0xPaulThomas, @jack_gk, and @_sarthakarora this Thursday, as they discuss how the Somnia x https://t.co/DW7eZCgd81 integration is making it easier for users and builders to move assets into the Somnia ecosystem.
They will also explore what the integration unlocks for developers, how https://t.co/DW7eZCgd81 simplifies cross-chain UX, and why seamless onboarding is critical for the next generation of applications.
📅 June 11: 1PM UTC
Set your reminders.
Janus Henderson: $480B AUM.
They took an $ENA position, allocated USDe for treasury cash management, and are now exploring distributing USDe to their client base through exchange traded instruments.
The third part is what I keep coming back to when I think about @ethena.
Their clients don’t use wallets but use ETFs.
If that distribution channel opens up, the addressable market for USDe just changed completely.
And they’re backing CLO tokenized funds through the protocol.
The collateral is on-chain and trackable in real time.
One partnership. four different bets on the same thesis 👇🏻
Today, according to DefiLlama, @Somnia_Network total ecosystem TVL has fallen to just $994K 😐
Though the team mentioned in their previous AMA that TVL is a manipulable metric and shouldn’t be overemphasized, this figure still looks quite modest for an L1 that is going all-in on DeFi, especially the @dreamDEXSomnia sector, which typically requires substantial liquidity.
Even when including its native stablecoin USDso (with a MC of $502K that has not yet been integrated), the number remains relatively weirdly low compared to other recently launched L1s with similar narratives, such as Monad ($357M TVL) and MegaETH ($122M TVL).
I'm not sure whales would want to trade on a DEX where simply opening one decent-sized order could equal or exceed the entire TVL of the platform.
Really curious about what the team is actually preparing for the future.
June 10 is very important for $HOME
On June 10, 750M tokens (~19.8% of circulating supply) will be unlocked.
• 500M tokens ($25.5M) from Core Contributors
• 250M tokens ($12.8M) from Early Backers
The classic scenario seems to be playing out again. Price is being pumped ahead of the unlock, squeezing shorts. There are still 8 days left, and the price could potentially move even higher.
$HOME currently has a market cap of $192M and a FDV of $502M. The top 10 wallets control around 90% of the supply, and many of them are inactive.
Recently, 258M tokens were sent to the wallet below, which may be related to the unlock. There is no movement yet:
0xBDf0f7da4965848d89A026215bD6AbE05e4f8E6C
Two weeks ago, another 418M tokens were also transferred to this address:
0x9eE5e5EFc7fadE7DF7613870462C8DC9325eC2b4
A large amount of $HOME is currently being moved to a fresh wallet.
So far, there hasn’t been any selling activity from those wallets. We previously saw similar patterns with $BEAT and $TAG, followed by strong volume and price increases.
If selling starts from these wallets, then this thesis becomes invalid.
Worth monitoring closely.
0xBDf0f7da4965848d89A026215bD6AbE05e4f8E6C (258M - $6.34M)
@bread_@3liXBT@blknoiz06 If users transact mostly in stablecoins and apps keep revenue in USD what is the direct mechanism that causes value generated by the MegaETH ecosystem to accrue to $MEGA holders?
Machi(@machibigbrother) has been liquidated 7 more times in just 2 days — truly the king of liquidations!
He just opened another 25x long on 400 $ETH($744K).
New liquidation price: $1,834.01.
https://t.co/v6CcvnnYzG
Virtuals Protocol is integrating @AskVenice to power AI agent building with private, uncensored inference, available to anyone, anywhere on @base.
Venice brings best-in-class privacy-first inference. Virtuals EconomyOS brings the full agent infrastructure stack: wallets, identity, payments, commerce, funding rails, and launch infrastructure.
We are deploying up to $400,000 in private inference credits so anyone can move from idea to working agent without compute or backend complexity getting in the way.
Start your AI journey. Inference and infra are on us.
Program details soon.