Ivy Loop

Crypto content creator 🎬 | Turning complex topics into simple stories. Narratives drive markets 🚀.

[Ivy Loop @Ivy_LoopJ]

@0xgilllee @Morpho Liquidity depth already impressive for this stage

[Gilmo @0xgilllee]

Can @Morpho become the “global open credit platform” after raising 175m USD?

The ambition is to move the 200T USD global credit market onto blockchain.

Morpho is building an open layer where banks and fintech apps can connect and move capital smoothly.

And it’s already live:

+ Coinbase, Binance, Kraken onboard
+ Over 11b USD in deposits
+ Better yield for lenders, better rates for borrowers

With support from Paradigm and a16z, Morpho is stepping closer to becoming the core credit rail of the on-chain world.

[Ivy Loop @Ivy_LoopJ]

@0xgilllee Autonolas building a marketplace layer makes the economy narrative stronger

[Gilmo @0xgilllee]

Top AI Agent builders on the market - What AI agents need to survive?

AI agents are everywhere right now, launching across Base, Solana and many other ecosystems.

From what I see, only the ones backed by solid infra and strong builders will last and actually generate value over time.

These are the names I’m paying attention to the most:

1. @arc

+ A Layer 1 by Circle built for the agent economy, letting AI transact in USDC with very low cost.
+ Backed by BlackRock and a16z. Everyone's been crazy about it because agents need real money flow, and this goes straight to that core layer.

2. @LitProtocol

+ Provides decentralized access control so agents can operate cross-chain while keeping data and keys secure.
+ This is definitely a key piece, especially for agents handling financial tasks where security matters the most.

3. @Griffin_AI

+ A no-code builder, often compared to Canva, making it easy to create AI agents.
+ I like how simple it feels. Strong product usage and a very active community make it stand out.

4. @AigentFi

+ A zkSync-based launchpad where users can create and tokenize agents using bonding curves.
+ Feels like a good playground for smaller builders riding both ZK and AI trends.

5. @newton_xyz

+ A security layer that sets spending limits and policies for on-chain agents.
+ This one feels very real to me. Once agents start managing funds, control and risk layers become essential.

6. @virtuals_io

+ Often called the Shopify for AI agents, already hosting thousands of active agents on Base.
+ I still see this as the strongest player right now. Huge user base and strong momentum.

7. @elizaOS

+ An open-source OS for agents, similar to WordPress, helping devs build and customize easily.
+ Developers seem to love it. Flexible and fits well with the multi-agent direction.

8. @SentientAGI

+ A community-driven AGI protocol where users can train and deploy agents together.
+ I specifically like this open approach. It attracts builders who want to grow something long-term.

9. @Infinit_Labs

+ A DeFi execution layer that turns simple inputs into automated strategies for agents.
+ This feels very practical. It lowers the barrier for users who want to run agents in DeFi.

10. @autonolas

+ A decentralized marketplace where agents can offer services or work together.
+ This one is rated highly atm. It builds a real agent economy where value comes from actual work.

[Ivy Loop @Ivy_LoopJ]

@0xAmberCT @YuzuFinance @usualmoney This captures how yield opportunities evolve over time

[Ivy Loop @Ivy_LoopJ]

@0xgilllee @HyperliquidX How do you see competition reacting to this pace of growth

[Ivy Loop @Ivy_LoopJ]

@defikadic @redstone_defi Clear and engaging perspective overall

[Ivy Loop @Ivy_LoopJ]

@defikadic The low FX fee structure adds strong context

[Ivy Loop @Ivy_LoopJ]

@0xAmberCT @yearnfi 4 to 7 percent from overcollateralized loans sounds steady for bigger stacks

[Ivy Loop @Ivy_LoopJ]

@defikadic @solana @Pumpfun @kamino Strong emphasis on real utility over speculation

[Ivy Loop @Ivy_LoopJ]

@defikadic @FlareNetworks Clear and engaging perspective overall

[Ivy Loop @Ivy_LoopJ]

@0xgilllee @Lombard_Finance @chainlink This makes the transition easier to understand

[Ivy Loop @Ivy_LoopJ]

@defikadic Nice balance between skepticism and optimism

[Ivy Loop @Ivy_LoopJ]

@defikadic @CoinMarketCap Nice balance between observation and analysis

[Ivy Loop @Ivy_LoopJ]

@defikadic Six figures disappearing hits different when you grinded years for it

[Ivy Loop @Ivy_LoopJ]

@0xAmberCT @coinbase you think this was just unlucky timing or deeper infra issue

[Ivy Loop @Ivy_LoopJ]

@0xgilllee @SuiNetwork Short manifesto yet big ambition behind it

[Ivy Loop @Ivy_LoopJ]

@0xgilllee Drama cycles often create shakeouts before stronger foundations form

[Ivy Loop @Ivy_LoopJ]

@0xgilllee @KAIO_xyz curious how u found this gem before most of CT caught on

[Amber _ D @0xAmberCT]

An additional thing you may need to know about DeFi United is that we do have individuals who have contributed to the overall fund.

It's interesting that a board on Dune has recorded this data:

Here are the total metrics:

- Contributed ETH: 593.1
- Contributed USDC: 3360
- Contributed WETH: 0.16

Some contributors have announced their transactions publicly.

DeFi also has big players and users who are ready to stand with KelpDAO.

That's the final level of DeFi United.