a year ago everyone laughed at crypto cards.
today there are 50+ of them fighting for the same wallet.
the ones winning aren't the ones with the most features.
they're the ones that picked a specific person and built everything around them.
here's how we see the competition right now ๐
@RedotPay: picked the person in Lagos, Jakarta and Manila who just needs dollars that work. 60% of the market followed.
@Plasma: picked the stablecoin believer. built an entire chain around one idea.
@ether_fi: picked the DeFi native. let them spend without ever leaving yield.
@useTria: picked the person tired of choosing chains. made the problem disappear.
@KASTxyz: picked the heavy spender. built the best rewards product in the space.
@coca_card: picked the security obsessed. MPC, non custodial, no compromises.
@spritzfinance: picked the person who just wants to pay bills with crypto.
@AviciMoney: picked the person who won't give up their keys. made self custody spendable.
@gnosispay: picked the on chain purist. real settlement, nothing in between.
@BleapApp: picked the traveller. zero FX, global coverage, 2% back.
@holyheld: picked the wallet native. your card, your wallet, directly connected.
@brightyapp: picked the European user who wants both worlds. regulated, clean, simple.
@itstuyo: picked the US user who wants yield while they spend. self custody included.
@KoloHub: picked the emerging market user who needs dollar access today.
the market just crossed $7.8 billion.
every product struggling right now has the same problem, they never picked a person.
they built for everyone and ended up with no one.
the winners already know who they're for.
which one picked your person? ๐
A list of projects running World Cup campaigns and/or markets:
@Kalshi : $1 million in rewards + WC final tickets
@okx : 16.6 BTC + bonuses
@Polymarket: worst cup ๐ญ
@jup_predict : $125k in rewards
@predofficial $200k in rewards
@predictdotfun : $2 million prize pool
@MyriadMarkets : $100k + points
@42space : Event Rush with BinanceW
@TopStrikeIO : WC26 mint packs deals
@Sorare : weekly campaigns with rewards
@Predictstreet : win World Cup tickets
@PicksdotApp : $1k sign up bonus (T&Cs apply)
@MEXC_Predict : $1.36 million in rewards
@fliplymarket : $100k in rewards
@Outcomexyz : event based prize pools
@trylimitless : points and trading fee rewards
@DivvyBet : 220 SOL lottery
@yeet : $25k in rewards for World Cup Pickโem
@SX_Bet : $30k across various tournaments
@xomarket : $50k opening WC round prize pool and zero fees
@Overtime_io : $30k in rewards
A few more, but I need to stop here as this is becoming a Bible chapter.
Have fun picking the right markets and World Cup campaigns and make sure you read the T&C. ๐ฅ
P.S. More updates coming as the World Cup gets underway with clicking happening live during @chillwithr2 show. ๐ซก
DeFi used to mean one thing. Buy, sell, trade, repeat.
That's changing fast.
$75 billion is now sitting in something called onchain vaults.
The idea is simple:
> You deposit your assets.
> Someone else manages the strategy.
> You earn yield.
Think of it like a fund manager. But onchain.
And you can see exactly what they're doing with your money at all times.
That's the part that makes this different from a bank.
DeFi is slowly going from something traders use to something ANYONE can use.
These are some of the teams making that happen: ๐
@Morpho: where most vaults are built on top of @veda_labs: quietly powers EtherFi and Kraken's DeFi product
@sparkdotfi: Sky's yield product, $2.2B deposited
@0xfluid: now live on Solana too
@SentoraHQ: biggest public vault manager, works with Kraken and Morpho
@SteakhouseFi: Coinbase's low risk USDC vault
@gauntlet_xyz: manages the risk models behind the scenes
@upshift_fi: vaults running across Hyperliquid, Flare and Stellar
@ConcreteXYZ: automated yield across multiple strategies
@k3_capital: institutional grade credit products
Institutions are moving here too. Public track records, real time reporting, transparent performance.
the next million DeFi users probably won't make a single trade.
they'll just deposit and earn.
everyone talks about which token will pump next.
nobody talks about which protocols are actually making money.
here's the list ๐
@tether: $492M in one month
@circle: $194M, stablecoins are printing.
@HyperliquidX: $60.6M, making more than most CEXs.
@trondao: $31.1M
@Pumpfun: $29.7M
@Polymarket: $18.4M, people are betting on everything now.
@Grayscale: $18.3M
@SkyEcosystem: $13.8M, MakerDAO grew up.
@worldlibertyfi: $11.6M
@AxiomExchange: $10.1M
@Paxos: $10M, infrastructure money
@phantom: $7.24M, a wallet is making more than most DeFi protocols.
@Courtyard_io: $7.08M, physical cards on chain.
@aave: $5.59M
@base: $5.4M
the most interesting thing about this list isn't who's at the top.
it's who's at the bottom.
>Phantom is a wallet making $7M a month.
> Courtyard is tokenising physical cards making $7M a month.
> Base is a chain making $5.4M and it's barely started.
which one surprised you the most? ๐
source: @DefiLlama
@chadfoidslayer He deserved to be kick out from the office, from the society. How bravely he is narrating the story on internet. Now he definitely get the idea of what this Attention seeking attitude do to them
@cookie3 Stfu you retards locked my tokens for 12 months for InfoFi benefits, then InfoFi died, you rugged the platform and didn't let people unstake their tokens so team and insiders can dump first. You are part of the problem