Blunth | Kuvi TGE May 1 🦉

@Kuvilabs

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@AgunnayaJr Impressive improvement from injective

[Blaq_ish @AgunnayaJr]

Injective is starting to show up in places I didn’t expect.

ethereum:0xe28b3b32b6c345a34ff64674606124dd5aceca30 went live on Solana this week, with Raydium as one of the first launch partners.

Then came integrations with https://t.co/qfuRewLyFt, LaunchOnSF and Meteora.

This is bigger than putting INJ on another chain.

Solana has its own traders, liquidity and apps. Giving them direct access to INJ creates a whole new group of users around the asset.

And @Injective gets something in return too.

More liquidity.

More markets.

More places where INJ can actually be used.

I’ve been watching Injective build around Cosmos for a long time.

Now it’s starting to reach outside of it.

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@AgunnayaJr @injective Watch them on stage, time well spent

[Blaq_ish @AgunnayaJr]

The US CLARITY Act is getting more attention, and Injective is already paying close attention to it.

@Injective’s policy chief John Medel spoke today about how clearer US market-structure rules could give crypto businesses more certainty.

That matters for Injective because the chain has been moving deeper into financial markets.

Native USDC

Tokenized assets

Derivatives

Institutional services

If the US creates clearer rules for digital assets, I want to see which networks are already prepared for institutions to enter.

Injective is building toward that market.

Keeping my eyes on $INJ 🥷🏽

[Alozie Victor @victoralozie751]

Injective putting $1B in mortgages onchain caught my attention.

Then I saw what Pineapple Financial is planning next.

They’re working on bringing their entire historical mortgage portfolio onchain.
@injective 🧵

[Blaq_ish @AgunnayaJr]

One thing I find interesting about @Injective is how quickly the scope has expanded.

It started with onchain trading at the center.

Now the ecosystem is moving toward something much broader.

You have memecoins and other crypto assets trading across Injective dApps.

You also have access to 130+ tokenized stocks, including $AMC, with long and short markets and leverage.

Then there’s the cross-chain side.

Solana, BNB Chain, Robinhood Chain and other ecosystems are becoming part of the bigger picture around Injective.

This gives $INJ a different role.

The goal isn’t simply to have another chain where people trade crypto.

It’s about bringing different types of assets, markets and liquidity into one onchain financial system.

Crypto.
Stocks.
Cross-chain assets.
Leverage.

And we’re still early in seeing how far this model goes. 🥷

[Alozie Victor @victoralozie751]

$1B+ in residential mortgages are moving onto @injective

Pineapple Financial has already brought more than $1B in mortgage records onchain. Its portfolio has 29,000+ funded mortgages worth more than $10B.
🧵

[Blaq_ish @AgunnayaJr]

58.8M injective-protocol:native is now staked.

That’s roughly 59% of the entire 100M supply.

Think about that for a second.

A huge part of the total supply is being used to secure the network instead of sitting idle.

And the timing is interesting.

@Injective keeps expanding its financial infrastructure with native USDC, tokenized assets, RWA products and institutional services.

More of the supply is being staked while more financial use cases are being added around the network.

I’m watching what happens next.

Still holding my long-term $INJ thesis

[Alozie Victor @victoralozie751]

Big news today

@injective has been building for this exact moment.

The SEC opening the door to regulated stock perpetuals in the US is a big deal. For years, a lot of derivatives volume moved offshore while US traders got stuck with fewer options.
🧵

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@AgunnayaJr @injective Go Gong ninja 🥷🏽

[Blaq_ish @AgunnayaJr]

Injective crossed 3 billion onchain transactions last month.

I think this number deserves more attention.

The network is processing around 1.49M transactions every day, while the median transaction cost sits around $0.0001.

And this is happening while @Injective keeps adding native USDC, tokenized assets, institutional infrastructure and more financial markets.

I don’t look at 3B transactions and think “big number.”

I keep wondering how much of this activity is coming from actual financial use.

Because if transaction activity keeps growing while more assets and capital move onchain, then the numbers start getting more interesting.

$INJ is no longer something I’m watching only for price.

I’m here for the long run 🥷🏽

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@victoralozie751 @injective Love 𝐓𝐡𝐞 mechanism

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@AgunnayaJr @injective Maybe soon enough I can deposit to popular exchanges without Nemo

[Blaq_ish @AgunnayaJr]

One thing I’m watching on @Injective isn’t the price.

It’s where the liquidity is coming from

Kraken recently added native $USDC deposits and withdrawals on Injective.

That sounds like a small exchange update until you think about what it removes.

Less friction moving stablecoins onto the network.

Then Kraken also has INJ/USDC futures live.

So there is a pretty interesting setup forming.

USDC gets a direct route in.

$INJ has a liquid trading market.

And the RWA side keeps expanding at the same time.

For me, this is more interesting than another token listing.

The infrastructure around Injective is getting easier to use.

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@AgunnayaJr @injective Nice one , now let take $INJ to $50

[Blaq_ish @AgunnayaJr]

Something about the Robinhood update on @Injective caught my attention.

US users can now buy injective-protocol:native on Robinhood and send it directly to a self-custody wallet on Injective.

No bridge.

No wrapped INJ.

Just native INJ moving from a major retail platform onto the network.

I think this matters more than another exchange listing.

The interesting part is what happens after the purchase.

If users can move assets straight into Injective, they can stake, trade and use the apps built there without leaving the network.

Injective has been quietly building the path from buying $INJ to actually using $INJ.

That’s the part I’m watching.

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@victoralozie751 @injective Less liquid supply changes the picture.

[Alozie Victor @victoralozie751]

/1 @Injective dropping native USDC back in May didn't get as much noise as an ETF filing or a price rally, but it's probably the most important thing happening in Cosmos right now.
🧵

[Blaq_ish @AgunnayaJr]

injective-protocol:native is moving again.

It spent most of the past week around $4.7 to $5 before pushing above $6 and reaching roughly $6.7.

The price move is getting attention, but I’m more interested in what is happening with the supply.

Staked $INJ has also reached a new high.

For me, this is more interesting than another green candle. A large amount of supply sitting in staking means less $INJ is freely moving around the market.

At the same time, @Injective keeps adding actual financial infrastructure.

Pineapple Financial has already put more than $1B in mortgage records onchain.

Mint is in private beta.

Injective Institutional Services is now an SEC-registered transfer agent.

So I’m watching two things now.

Does the staking trend continue?

And once the price cools off, does network activity keep growing?

The second one matters more to me.
So far everything looking good for $INJ

[Blunth | Kuvi TGE May 1 🦉 @SomtoKennet]

@AgunnayaJr Cool