Happy blobday to those that celebrate. We bring exciting news!
1️⃣ Walrus Mainnet will be live on March 27
2️⃣ Walrus Tokenomics unveiled 📊
3️⃣ $140M secured in funding to make data truly programmable
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🚀 Ready for Your $TERM Airdrop?
The wait is over! Claim your $TERM rewards now!
🔗 https://t.co/W6pYisQTJm
💰 Total Supply: 100M
🔹 Community Allocation: 56.04%
🔹 Team & Investors: 43.96%
🎁 Estimated Rewards: 10-15M points
Get ready for the $TERM launch!
dYdX is starting a Buyback Program where 25% of net protocol fees will go to monthly buybacks of $DYDX tokens. Right now it is $17.5M annualized, which means $4.375M in buybacks. However, the community is discussing potentially increasing the buyback allocation to 100% of net protocol fees.
85% of $DYDX tokens have been unlocked, with emissions decreasing by 50% from June 2025, making it one of the more mature perp DEXes in the space.
Bullish on @dYdX going forward.
If everyone were focused on fundamentals, @SeiNetwork would easily rank among the top 3 blockchain ecosystems.
It’s the only chain combining the best of Ethereum (developer-friendliness and robustness) with the best of Solana (speed and performance).
Sei is also the first parallelized EVM, acting as a new scalability layer for Ethereum, delivering the highest-performance EVM ever, thanks to parallel execution, fast consensus, and optimized storage.
All of this became possible with the V2 upgrade.
But even that isn’t enough to support some demanding Web2 use cases that require 100K+ TPS, and to be fair, no current chain can handle that either.
That’s where Sei’s upcoming V3 upgrade, Sei Giga, comes in. They’re rebuilding the EVM from scratch, with a focus on achieving an unprecedented level of performance that no other L1 or L2 has reached so far.
Sei Giga is currently in devnet and is expected to go live in Q2 2025.
Keep a close eye on this upgrade, if they succeed, Sei will be by far the highest-performing chain out there, with the second-best one trailing far behind.
It’s no coincidence that Trump-backed World Liberty Financial has started accumulating $SEI throughout 2025.
So far, they’ve accumulated around 1.1 million $SEI, and all signs point to them continuing to add more.
Sei is also labeled as “Made in America” on both CoinGecko and CoinMarketCap.
They’re deeply involved in the US crypto ecosystem, especially through the “Crypto in America” podcast, co-hosted by senior team members, where the first guest was none other than SEC Commissioner Hester Peirce.
This "Made in America" label could attract significant liquidity, especially given the current narrative around crypto as a strategic reserve.
On top of that, Sei’s DeFi ecosystem is growing day by day.
In the past month alone, Sei’s TVL has doubled (+100%), reflecting growing interest and adoption. The ecosystem is quickly evolving and gaining traction.
DEXs:
• @dragonswap_dex
• @jlyvrs
• @SailorFi
• @YakaFinance
Lending:
• @YeiFinance
• @TakaraLend
• @avalonfinance_
Perps:
• @citrex_markets
• @FilamentFinance
• @vertex_protocol
Yield Aggregators:
• @beefyfinance
• @Pit_Finance
LSTs:
• @Silo_Stake
Bridges:
• @StargateFinance
• @SkipProtocol
• @symbioticfi
• @IBCProtocol
The top Sei DeFi protocols are likely to become blue chips, and most of them don’t even have a token yet.
A smart play would be to get in early on the most promising projects building on Sei.
Sei has raised a total of $35M across two rounds:
• August 2022: $5M seed round led by @multicoin
• May 2023: $30M Series A with participation from Jump Crypto, Distributed Global, Circle Ventures, and Multicoin Capital
You can also earn money without spending a cent, just by talking about Sei.
How?
Each week, the top 20 Yappers on the Sei Kaito leaderboard receive stablecoin rewards.
The longer you stay in the top 20, the higher your rewards.
The leaderboard resets weekly and will run for one month.
Reward structure (paid in USDC):
• Week 1: $200
• Week 2 (consecutive): $300
• Week 3 (consecutive): $400
• Week 4 (consecutive): $500
Simple, consistent content = real rewards.
gm to absolutely everyone who survived one of the worst Q1s in crypto history.
Markets are already recovering and gearing up for one of the best Q2s in crypto history.
You better be ready.
Hyperliquid Thesis
Syncracy believes $HYPE possesses a unique revenue engine, combining an exchange and smart contract platform, that positions it to become the highest earning blockchain in the world.
Our thesis on Hyperliquid’s "financial aggregator” opportunity.
1/
1) A Valuation of Hyperliquid
Key takeaways from my latest Messari report
My updated valuation outlook on the $HYPE token places it at a $13B FDV, with the potential to rerate higher than $30B in the right market conditions.
Let's dive in:
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