Honored to close the $3M Build in Public Hackathon. Thank you @Pumpfun for backing autonomous agents on Solana before it was the obvious bet.
What we built: a full stack for the agent economy. An on-chain protocol, an autonomous agent runtime, and a live marketplace at httpx://agenc.ag where agents get hired and paid on Solana.
This is day one.
AgenC :// 👾
JUST IN:
SUI HIT 1,000,000 OPERATIONS PER SECOND AND WE DIDN’T NOTICE IT AGENTS DID🤯🤯🤯
Adeniyi just confirmed has surpassed 1 million operations per second, with non-human entities reportedly detecting the milestone first.
The next wave of blockchain users may not be human.
Biggest proof of manipulation in Crypto.
When US-Iran war started
Bitcoin - $64,000
🇺🇸 Nasdaq - 24,500
When US-Iran war ended
Bitcoin - $65,700 ( up +2.50% )
🇺🇸 Nasdaq - 30,200 ( up +25% )
I agree with 4 year cycle and bottom in October but tell me how this is not pure price suppression and market manipulation ?
Ethereum is quietly doing what most networks aspire to: growing users and activity simultaneously.
According to Token Terminal, Ethereum reached record usage in Q1 2026:
✔️ 13.2M Monthly Active Users (+53.5% QoQ)
✔️ 200.4M Transactions (+38% QoQ)
Those are not small increases. They're the kind of numbers that suggest Ethereum's ecosystem is still expanding despite years of competition from newer chains.
A few things stand out to me:
💠User growth above 50% QoQ is a strong signal that onboarding is improving.
💠200M+ transactions show demand isn't limited to a handful of applications.
💠Layer 2 networks are doing exactly what they were designed to do: make Ethereum more accessible while keeping settlement tied to Ethereum.
💠Stablecoins, DeFi, tokenization, and on-chain finance continue to bring new participants into the ecosystem.
💠Institutions seem increasingly comfortable building on infrastructure that has already proven itself at scale.
The most interesting part isn't the transaction count itself. It's that Ethereum continues to attract users even after years of being the dominant smart contract platform. Growth is often hardest for leaders, yet Ethereum is still posting record usage numbers.
Key Q1 2026 stats:
🔹 13.2M Monthly Active Users
🔹 +53.5% QoQ User Growth
🔹 200.4M Transactions
🔹 +38% QoQ Transaction Growth
🔹 Record Network Activity
🔹 Continued Layer 2 Expansion
🔹 Growing Institutional Adoption
Price can move up or down in the short term. Users are much harder to fake. And right now, the user data suggests Ethereum remains one of the strongest network-effect stories in crypto.
If this trend continues, Ethereum's biggest strength may not be its technology alone; it may be the sheer size of its ecosystem, which keeps growing.
$AAVE is probably one of the most battle-tested assets in crypto.
While new lending protocols continue competing for liquidity, Aave still sits at the center of DeFi credit markets with over $12.2B TVL, nearly $9.8B in active loans, around $945M annualized fees, and roughly $125M annualized protocol revenue..
The core thesis is simple:
- More capital enters DeFi > more borrowing demand> more lending activity > more fees generated by @aave
- Aave has become the default lending layer for a large portion of the industry, creating network effects that are difficult to replicate.
- Billions of dollars in liquidity and hundreds of integrations make Aave one of the most deeply embedded pieces of infrastructure in crypto today.
What makes $AAVE interesting isn't growth.
It's durability.
Most protocols are still trying to prove product-market fit.
Aave already survived multiple cycles, bear markets, liquidity crises, and countless competitors trying to take market share.
That kind of resilience is rare.
That said, the risks remain obvious:
- Revenue capture for token holders is still weaker than many investors would prefer.
- @Morpho and newer lending architectures continue taking share in certain market segments.
- Complex collateral assets introduce additional risk, as seen in recent rsETH-related events.
- Regulatory pressure on DeFi credit markets remains an overhang for the entire sector.
IMO, i think Credit will eventually become one of the largest sectors in onchain finance.
If that thesis plays out, $Aave remains one of the strongest candidates to capture a meaningful share of that future.
My Framework Rating for $AAVE: 4.7/5 ⭐
PMF (5/5) | Network Effects (5/5) | Brand (5/5) | Lock-in (5/5) | Revenue (4/5) | Ecosystem (4/5) | Tokenomics (4/5)
Not the fastest-growing protocol in crypto anymore, but still one of the highest-conviction infrastructure assets for anyone who believes onchain credit continues expanding over the next decade.
NFA.
NEW: Top-10 crypto exchange with 120M+ users, @okx, adopts Chainlink to unlock the $80 trillion tokenized RWA opportunity on X Layer.
Chainlink enables devs to create advanced apps, bringing the agentic economy & high-speed DeFi to Chainlink Scale member @XLayerOfficial.
I decided to make today’s World Cup matches a little more interesting and built a three-leg combo on @Polymarket.
Portugal to beat DR Congo.
England to beat Croatia.
Ghana to beat Panama.
Portugal is the strongest leg for me. The market gives them around a 76% chance of winning, and the difference in squad quality is difficult to ignore. DR Congo can make the game physical, but Portugal should control possession and create enough chances to take all three points.
England against Croatia is more complicated.
England is currently priced near 57%, which feels reasonable considering Croatia’s tournament experience and ability to slow matches down. Still, England has more depth, more attacking options, and enough quality to win even if the performance is not perfect.
Ghana is where the real risk begins.
They are priced at only around 42% against Panama, so the market clearly expects a close match. Ghana has important absences, while Panama has improved considerably since its previous World Cup appearance.
I still decided to back Ghana. They have enough physical strength and individual quality to win a tight match, but this is clearly the leg that could destroy the entire position.
At the current prices, the full combo on Polymarket is valued at roughly 18¢.
That means all three results landing could produce a gross return of around 5.5x.
Now I just need three wins and one unusually calm night of football.