Oxqop

Contributer at @base

[Leon Waidmann @LeonWaidmann]

$1.2B in tokenized equities onchain. That's 0.0008% of the global market!

🔹 vs. Global public equities ($144T): 0.0008% penetration, 124,231x upside
🔹 vs. US public equities ($73T): 0.0016% penetration, 62,978x upside
🔹 vs. Public financials equities ($20T): 0.0058% penetration, 17,254x upside

This is the largest addressable market for tokenization - and the one with the furthest to go.

124,000x upside. The regulatory infrastructure isn't there yet.

But when it is, this becomes the biggest onchain migration of them all.

Data via @tokenterminal

[Stacy Muur @stacy_muur]

Meanwhile, driven by coordination from Kelp and Aave, it's already 133 out of 163K ETH in losses covered by Web3 teams.

In under a week.

I already lost count of how many exploits I've watched unfold in this space.

And every time it happens, there's a lot of finger-pointing and blame-shifting before there's a chance for the dust to settle.

I get the frustration, but it doesn't match what's actually happening.

Many teams have been coordinating with @KelpDAO and @aave on the recovery plan since day one.

I also contacted the Kelp team and they mentioned they are planning a contribution, with the amount to be confirmed.

I'm fully behind the DeFi United initiative because it's an opportunity to show how supportive the space can be when it matters most.

Especially for all the users hit by the exploit.

Contributed some monies in the morning, the counter is already 70K ETH raised from public.

WAGMI.

[Tom Wan @tomwanhh]

USDC borrow rate on @aave is back down to 6% APY.

The move started after @Mantle_Official announced their 30K ETH contribution, with utilisation dipping below 90% briefly once Aave followed with their own 25K ETH commitment.

~$100M USDC has been repaid in the process, largely from USDe and sUSDe loopers unwinding. WETH collateral borrowers have not moved yet as WETH utilisation is still sitting at 100%.

[Simon Dedic @sjdedic]

This is one of the sexiest charts in crypto right now, and people are finally waking up.

After consistently growing its user base and hitting new revenue ATHs day after day, Collector is now on track for its highest-earning month ever.

Based on the past 7 days, annualized net revenue is already at around $130M.

That doesn’t just make it one of the most profitable protocols in crypto, it also makes it one of the most overlooked and undervalued.

$CARDS is finally starting to catch attention and build momentum, and this is even before any buybacks or future plans have even been announced.

Unicorn in the making.

[Token Terminal 📊 @tokenterminal]

Ondo holds 66% market share in tokenized stocks.

The onchain market cap of stocks tokenized by @OndoFinance is up 117% year-to-date.

A chart to follow 👇

[defizard @belizardd]

"Ahh, but I'm scared looking at the unlock schedule!"

Only ~13% of the $CARDS supply is circulating and will continue to be unlocked by VCs.

What I want to point out is that the team is actively trying to buy back VC allocations (reducing sell pressure).

Yes, there might be a little sell-off from dead VCs that need to liquidate everything... But this can be absorbed very quickly if the token continues to grow.

P.S. Wait until September if you're a pussy.

[Stacy Muur @stacy_muur]

The RWA sector was already trending for a few reasons:

→ Institutional money was already moving into tokenized Treasuries
→ More issuers and bigger products were gaining traction
→ RWAs were becoming more useful for onchain cash and collateral

So I think the April ATH made even more sense once DeFi FUD started to kick in and things got shakey.

It gave people a way to park their cash in a “safer,” yield-bearing place while still staying onchain and earning a bit of cash on the side.

IMO this is what a risk-off move looks like in crypto.

[José Donato @josedonato__]

wild how much data you can see from hyperliquid

stops, TPs, fills, top positions, liquidation profiles, cohort sentiment, builder revenue, ... click on any price level and see the wallets behind it, add them to watchlist view and track them

layout below

[Eli5DeFi @Eli5defi]

Still one of my favourite articles I’ve written, and it has helped many creators avoid financial pitfalls.

And you should understand, financing creative works can be very expensive.

If you have time, please check out the full article. If not, you can review the one-pager below. :)

Happy Sunday, all!

[AInvestor @AInvestor_11]

Normally Echo presales are getting 550+ % in ROI
It means @megaeth is launching above 5 Billion ?

$MEGA to the moon

Hopium is Free of cost.

The post is for entertainment and educational purpose only.

[Stacy Muur @stacy_muur]

Bridge DAU has been dropping for months

It was at ~30-35K daily active bridgers pre-October.
Now sitting at ~13K.

Bridging actually requires real conviction, you’re holding crypto, paying fees, and moving it somewhere else for a reason. When that stops, capital isn’t rotating anymore. It’s just sitting.

Look at the chart: even Across (which still handles most of the DAU) is down from ~25K to 9.8K. The whole stack has been bleeding lower for 6 straight months since the Oct liquidation spike.

Some of this is newer intent-based bridges eating share, sure. But most of it isn’t. People just aren’t chasing new chains, farming airdrops, or rotating across L2s like last year.

If this turns around, watch for DAU climbing back above 30K with activity spread across multiple bridges.

[defizard @belizardd]

In the revenue leaderboard, @Collector_Crypt is sitting right behind @HyperliquidX... a multi-billion protocol with $1.1B in earnings.

- $HYPE is trading at 32x P/E.
- $CARDS is trading at 0.4x P/E.

It is absurdly underpriced.

[Khairallah AL-Awady @eng_khairallah1]

🚨 Anthropic's own team just showed how to actually prompt Claude.

24 minutes. free. from the people who built it.

watch the workshop. bookmark it.

worth more than every $300 course you almost bought.

you've been using Claude without knowing 40 of its prompts.

Then read the guide below.

[Makina @makinafi]

This one deserves another lap on the timeline.

Can the $MAK token ascend to Bluechip status of giants that stand before it like Aave, MakerDAO or Uniswap?

@Felix_v_H from @Dialectic_Group thinks $MAK is poised for Bluechip.

Read his thesis on why OR read the highlights here 👇

* Makina represents the infrastructure layer that will define the next era of professional DeFi asset management.

* To gain "Bluechip status" requires sustainable economics, network effects, strategic positioning and proven security (of which Makina checks all the boxes).

* Protocol fees have been live since day one, with all value flowing through $MAK. Operators earn fees for running strategies, and those fees are split with the DAO. The DAO uses its share to reward veMAK (and/or buy back $MAK). Bullish for $MAK value creation.

* Makina's fundamentally different architecture represents a new (and much welcomed) approach for vault operations. This includes the Hub and Spoke model and MakinaVM.

*Every new Operator brings a unique strategy, capital, and reach. This in turn makes Makina ripe for compounding network effects.

* Makina sits at the crossroads of institutional DeFi, RWA tokenization, and cross-chain execution. Add to this Machine Token composability, it can be everywhere in DeFi, all at once.

* Operators and end users get the same benefit when it comes to managing risk: Clear investment mandates, adherence to such mandates, onchain accounting, security module, recovery mode, security council and atomic execution.

"From @Dialectic_Group's perspective, the question is not whether we should continue growing on Makina, it is how quickly we can scale our existing strategies and create new ones to serve the demand that we know exists.

The technology is ready, the capital is waiting and the market is validating the approach. The journey to blue chip status has begun."

[Sonya Kim @sonyasunkim]

RWAs introduce duration risk on-chain and therefore need specialized consideration when trying to properly integrate them into DeFi.

For instance, RWA liquidations on lending protocols like @Morpho are less an arbitrage trade for those with a balance sheet and look more like credit investing as the liquidators have to hold the liquidated asset until they can redeem (ever day, month or quarter, depending on the underlying asset)

We are at the start of seeing very interesting solutions emerging for RWA liquidations and projects like @infiniFi are at the forefront of this. Even cooler that the premiums gained will be passed onto its yield token.

Ultimately I think this market will turn into a competitive auction process, rather than liquidation premiums being hardcoded at the lending protocol level.

[Oxqop @Oxqop]

@MMTFinance Title deed nft Galaxy Campaign details -

👉What Are Title Deeds?
These 15,000 unique NFTs act as "badges of honor" for the community they unlock exclusive perks like $MMT airdrops, ecosystem revenue shares, and priority access to launchpad drops @buidlpad

[Oxqop @Oxqop]

👉Distribution Breakdown (A)10,000 NFTs: Reserved for OGs Genesis Deed holders, top WAGMI traders, and elite creators
(B)5,000 NFTs: Community-driven via "Nomination Wave" (closed Oct 22, 2025). Nominate up to 3 builders/creators; team reviews for fair play. Results drop Oct 30.

[Oxqop @Oxqop]

👉Galxe Quests for 1,000 Extra Deeds

Missed nominations?
No sweat MMT partnered with 5 powerhouses for Galxe campaigns: @saharaai ,@Lombard_Finan@FalconStable and @solayer_labs

Each quest raffles 200 Deeds (total 1,000) to completers

[Oxqop @Oxqop]

@saharaai @solayer_labs 👉Go here and do quest complete-

https://t.co/VgtyC7IhQ5

@MMTFinance @buidlpad

[Oxqop @Oxqop]

@saharaai @solayer_labs 👉Go here and do quest complete-

https://t.co/VgtyC7IhQ5

@MMTFinance @buidlpad

[Oxqop @Oxqop]

@MMTFinance Title deed nft Galaxy Campaign details -

👉What Are Title Deeds?
These 15,000 unique NFTs act as "badges of honor" for the community they unlock exclusive perks like $MMT airdrops, ecosystem revenue shares, and priority access to launchpad drops @buidlpad

[Oxqop @Oxqop]

👉Galxe Quests for 1,000 Extra Deeds

Missed nominations?
No sweat MMT partnered with 5 powerhouses for Galxe campaigns: @saharaai ,@Lombard_Finan@FalconStable and @solayer_labs

Each quest raffles 200 Deeds (total 1,000) to completers