⚔️ Mojo.ink 🔴

Father of Boys, Hobby Farmer, Swing trader/Investor in DEFI, @synthetix Advisory Seat, Governinggg, Hiker, Naturalist, @OptimismGrants, & OP Superchain Degen

[⚔️ Mojo.ink 🔴 @mastermojo83]

Updating my DEFI list: These are protocols I USE, my honest takes, and projects I invested in (off the open market NFA) No paid promo, just sharing what I like in this space🍻

Yield & Farming (my go-tos for passive gains):
- $AAA @ArcadiaFi offers the best Automated CL AMM with leverage farming and rev share utility that feels undervalued at its tiny cap. (Market Cap: ~$700K)
- $Extra @Extrafi_io delivers top lending and leveraged yield on Base and Optimism with juicy tokenomics while heading to ETH mainnet soon. (Market Cap: ~$3.2M)
- $SUMR@summerfinance_automates yield across chains with rev share for staked $SUMR paid out in SUMR plus USDC. (Market Cap: ~$2.7M)
- $alcx @AlchemixFi has V3 incoming so watch closely as this will greatly drive adoption to Alchemix. (Market Cap: ~$14M)

Trading & Liquidity:
- $AERO @AerodromeFi sends all fees straight to stakers with massive revenue and ETH mainnet incoming - my biggest conviction play (Market Cap: ~$387M)
-@aerostrategyfi buys veAERO and burns $aerostrat in a simple and effective flywheel. (Market Cap: ~$800K)

Prediction/Sports/Privacy:
- $TRUE @trueo_ stands out as my favorite prediction market on Base. Team is top notch and not going anywhere (Market Cap: ~$1.1M)
- $OVER @Overtime_io brings on-chain DraftKings-style sports betting to the chain. (Market Cap: ~$8M)
- $Veil @Veildotcash focuses on privacy with 100% fees going to stakers as that narrative rises. (Market Cap: ~$1.5M)

Unique/High Conviction:
- $RFL (@RFLnowon Base) builds synthetics plus AI agents at a super low cap. New utility coming soon with a token model like $vvv (Market Cap: ~$195K)
- $DEGEN If Base picks up again so will this token (Market Cap: ~$20M)
- $HYDX powers Hydrex, a MetaDEX and liquidity infrastructure purpose-built for Base that positions it as a strong play if Aerodrome picks up stream again. (Market Cap: ~$1.7M)
- $EDEL @edeldotfinance brings tokenized equities with a great marketing team driving adoption. (Market Cap: ~$4.3M)
- $DRV @DeriveXYZ operates as an options powerhouse that could be the next big HyperLiquid. Options give yield no matter if we are in a bear or bull market; extremely under valued (Market Cap: ~$75M)
- $inx @infinex is the swidging UX king and my favorite for onboarding family and friends to the space. (Market Cap: ~$25M)
- $NEST on Hyperliquid runs a ve3,3 model with some awesome tokenomics for revenue sharing and staking incentives in a high-performance perpetuals environment. (Market Cap: ~$270K)
- $snx @synthetix dropped its 2026 roadmap and I feel a revival coming for this OG DeFi blue chip. (Market Cap: ~$104M)
- $vvv @AskVenice VPN for AI agents – deep dive worthy.
- $CLANKER powers the leading AI-driven no-code token launchpad on Base and Farcaster that lets anyone instantly deploy tradable ERC-20 tokens by simply tagging the bot, with built-in revenue buybacks and fee-sharing for real ecosystem growth. (Market Cap: ~$26.7M)

What's in YOUR port currently? DYOR/NFA 🍻

[⚔️ Mojo.ink 🔴 @mastermojo83]

In the trenches means LPing on @NestExchange on HyperEVM

$nest has the best R:R in the space right now

[⚔️ Mojo.ink 🔴 @mastermojo83]

@Ceazor7 @Delphi_Digital @AerodromeFi 100%

[⚔️ Mojo.ink 🔴 @mastermojo83]

Great report, but honestly @Delphi_Digital its hilarious at this point that @AerodromeFi is left out on purpose

I wonder how much you got paid to mention these other projects and not Aerodrome

[Delphi Digital @Delphi_Digital]

Our new report "State of Token Markets" is live!

Most tokens spend their lifetime below launch price.

Across 540+ tokens launched since 2020, the average token spent 70% of its life below launch.

Tokens launched at inflated FDVs with minimal float, which handed the initial pop to insiders and farmers. The typical token underperformed BTC by 7% per unlock. By the tenth unlock that underperformance had compounded to -47%.

Now the model is shifting. Hyperliquid routes 97% of protocol fees into HYPE buybacks. Uniswap voted in December to burn $600M of supply and flip its fee switch, with the burn sized to match the fees holders would have received since 2018.

But buybacks alone aren't enough. Jupiter ran a similar program but had $3.78 in unlocks for every $1 bought back. Hyperliquid has been the outlier since no insider supply was fighting the bid. Buybacks only matter when supply discipline matches them.

Revenue alone doesn't guarantee market cap growth. Pump runs one of the largest onchain buyback programs but that hasn’t translated into durable token performance.

A revenue-weighted portfolio of the top 10 protocols by revenue returned 30% since January 2025 while BTC was down 17%.

The market is now paying for real cash flow.

[*Walter Bloomberg @DeItaone]

BESSENT: IRAN CONFLICT 'HAS BEEN HALTED'

[⚔️ Mojo.ink 🔴 @mastermojo83]

@CloutedMind audio only for me as im normally running, driving, or walking when i listen

[⚔️ Mojo.ink 🔴 @mastermojo83]

@turtleonchain @CryptoHayes 👀

[⚔️ Mojo.ink 🔴 @mastermojo83]

@NestExchange generated $125k in fees in last 24 hours, and 100% of that goes to lockers

90% of emissions was locked last epoch

The HEV flywheel is spinning!

$nest is only $7 million MC

All on HyperEVM

[⚔️ Mojo.ink 🔴 @mastermojo83]

@BurtRock69 😢🥺❤️

[⚔️ Mojo.ink 🔴 @mastermojo83]

@leaftailedgecko @NestExchange You will get it; there is always a lag after epoch flip

give it 24 hours

[⚔️ Mojo.ink 🔴 @mastermojo83]

The future of DeFi isn't "hold and hope."

It's "earn while the protocol buys your bags."

@NestExchange HEV is the first true autonomous buyback engine:

Users trade → $273K this week in fees
23% flows to HEV → $63K weekly buybacks
$NEST distributed to stakers
Stakers lock → supply squeeze
Supply squeeze → price appreciation

The kicker? $NEST trades at 0.99x revenue while generating $7.59M annually (will be higher when HyperEVM flips @solana)

Nest Q2 revenue alone: $707K — 4.5x Q1's $157K

The HEV doesn't care about your FUD. It just keeps buying.

Welcome to sustainable DeFi. 🍻

https://t.co/2CCjLooffj

[⚔️ Mojo.ink 🔴 @mastermojo83]

@boldleonidas @0xSweep @Trueo_ 💎

[MilliΞ @llamaonthebrink]

Imagine a collage of 1000 Boldy every days.

Priceless tbh

Beeples dick pics could never reach this level of artistic mastery.

[⚔️ Mojo.ink 🔴 @mastermojo83]

LPing on @NestExchange is the "alfa"

Customize your ranges 🍻

[⚔️ Mojo.ink 🔴 @mastermojo83]

@0xLcrgs @NestExchange 😭

[Telaga @_Telaga_]

Say hello to the lock bonus for the next epoch

[⚔️ Mojo.ink 🔴 @mastermojo83]

The future of DeFi isn't "hold and hope."

It's "earn while the protocol buys your bags."

@NestExchange HEV is the first true autonomous buyback engine:

Users trade → $273K this week in fees
23% flows to HEV → $63K weekly buybacks
$NEST distributed to stakers
Stakers lock → supply squeeze
Supply squeeze → price appreciation

The kicker? $NEST trades at 0.99x revenue while generating $7.59M annually (will be higher when HyperEVM flips @solana)

Nest Q2 revenue alone: $707K — 4.5x Q1's $157K

The HEV doesn't care about your FUD. It just keeps buying.

Welcome to sustainable DeFi. 🍻

https://t.co/2CCjLooffj

[⚔️ Mojo.ink 🔴 @mastermojo83]

@DCinvestor Yes

[Celey @celey93]

Things are starting to heat up at @40acres_Finance!
Very excited to have our incentive campaign go live with the following partners @pendle_fi @HydrexFi and @merkl_xyz

[Turtle (𝔦, 𝔦) @turtleonchain]

Welcome to the hyperliquid cycle.

$HYPE > $SOL

HyperEVM is about to accelerate.

[⚔️ Mojo.ink 🔴 @mastermojo83]

@HoodieChicken @NestExchange Yes, it will be bought back off open market and auto compounded into the Stakers veNest

[⚔️ Mojo.ink 🔴 @mastermojo83]

@NestExchange buyback mechanism is pure genius:

Every week, the HYPE Emissions Vault (HEV) auto-compounds rewards into $NEST buybacks

The numbers are INSANE:

Weekly revenue: $273K (this week)
HEV buyback allocation: ~23%
$63K this week in organic buybacks (start tomorrow and end Monday)
$3.26M annually in forced demand (if keeping same fees, I project this will be higher though)
→ More trading fees = more buybacks
→ More buybacks = more veNEST locked
→ More veNEST = higher yields
→ Higher yields = more TVL ($23M and climbing)
→ More TVL = more fees

It's a perpetual demand machine 🔥

At $7.56M market cap with $7.59M annualized revenue, $NEST is trading at 0.99x P/S ratio.

The flywheel is accelerating 💎