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[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

$AAVE is starting to look very interesting as a lending protocol against its peers.

In terms of valuation, it's not cheap.

You're paying for dominant positioning with $13.2B in TVL, 3.9x larger than its next peer.

So this isn't a mispricing story, $AAVE trades at 29.8x P/S vs. the median for their peers of 24.8x.

It also trades at 3.97x vs. 2.96x against its peers.

The real story here is that it's down -67% over the past year, worse than the peer median of -53%, even as TVL and Profitability have continued to compound throughout their V4 rollout and Horizon's RWA expansion.

When you zoom in, the last 30 days already shows a re-rating taking place, with $AAVE +52% vs. peers at a 16% median.

The thesis here is the market is playing catch-up to a year of dominance which has outpaced price, not "this is cheap".

Yes, you're paying a premium for the leader in the space; the bet is the moat continues to grow, while the market plays catch-up.

[Aptos @Aptos]

Short-term momentum can fade. Long-term building compounds. What's left for the future onchain is what always mattered: adoption of real products with real value to consumers that drive revenue.

@AptosLabs' @AveryChing with @TheBlockCo's @gazza_jenks

[Ethereum Daily @ETH_Daily]

Ethereum is quietly getting stronger while sentiment is still weak.

Exchange supply is at multi-year lows. Staking is at all-time highs. On-chain activity keeps growing. Institutions are building through Ethereum’s ecosystem via L2s, tokenized assets, stablecoins, and settlement rails.

Privacy and zk upgrades could make Ethereum much more useful for real institutions: private balances, private transfers, scalable settlement, and better financial infrastructure without relying on one centralized gatekeeper.

The biggest shift is that $ETH is no longer just a “fee burn” story.

It is becoming reserve collateral for a neutral, programmable financial network.

The market is still focused on price weakness.

But under the surface, Ethereum is becoming more useful, more locked up, and more important to the next phase of crypto finance.

[Louis.hl @louisdives]

be honest.

which perp dex do you actually use on a regular basis?

not the one you shill. not the one you’re farming for the airdrop. the one you genuinely open when you want to place a real trade.

because i think perp dex competition is just getting started.

but if i’m being honest? hyperliquid is still the one in my heart. 💚

[Tatum @tatum_io]

.@Polkadot isn't just connecting blockchains anymore.

It's evolving into something much bigger, a flexible marketplace for decentralized computation.

Coretime. JAM. Elastic scaling.

We broke it all down for builders 👇
https://t.co/tJVOSMMvqH

[Michaël van de Poppe @CryptoMichNL]

$AAVE hasn't given me the entry point yet, but there are some crucial factors here.

For the first time since August of 2025, it's in an uptrend.

That means: buy the dip season until proven otherwise.

It ran to $95 earlier, and then dropped to $83.

An ideal area to start accumulating as the entire DeFi sector starts to wake up.

[Ted @TedPillows]

$1,300 ETH is the most popular bet for August 2026.

$3,200 ETH is the most popular bet for December 2026.

Does that mean $ETH will bottom next month and then rally into the year-end?

[KM 🔶 Crypton @KMCrypton]

So there’s $2 trillion in AI spend happening over the next two years mostly in Nvidia GPUs but here’s the problem nobody’s solved yet

Data centers and hyperscalers want to lock you in, make you use their GPUs, store your data with them and keep you paying so they earn revenue

But what if you could coordinate that compute globally across every data center and every platform without needing permission from any one company

That’s exactly what Aptos infrastructure enables and it changes everything about how AI gets built

🎙️@aptAlix @AveryChing @Aptos

[Julien ⚡ CryptoBoost @realcryptoboost]

Regarde ce graphique d'Ethereum sur 10 ans. Ces longues zones plates où il ne se passe rien.

📍C'est là que tout se joue.

Personne n'en parle. Les médias sont ailleurs, le retail s'est lassé, le prix stagne. On appelle ça l'accumulation. Les mains solides ramassent ce que les mains fatiguées lâchent.

Je connais cette sensation. L'ennui, le doute, l'impression d'avoir misé sur un truc mort. C'est plus dur que la chute.

Mais regardons sous la surface 🔽

🔹Près d'un tiers de tous les $ETH sont verrouillés en staking. Un record. Les gens bloquent leur ETH et refusent de le lâcher.

🔹Les institutions ont mis des milliards dans les ETF. Les deux tiers de la finance qui se tokenise passent déjà par #Ethereum. BlackRock, JPMorgan, tous là.

Les fondamentaux n'ont jamais été aussi forts. Le prix est au plus bas depuis 2022.

Un jour la zone casse, et tout le monde redécouvre Ethereum. Mais le bon prix est déjà derrière toi. Et une voix te dira : tu le savais, tu étais là, tu n'as rien fait.

Alors pendant que c'est plat et que personne ne regarde: accumule par paliers. Sans bruit, tranquillement.

[CryptoGuerrilla ⚔️ @Crypto_Guerrila]

SUI range low between 2023-2025 was 46c.

Aptos range low in the same period was $4.60.

10x higher price gap.

I think we can all agree that 1 $SUI > 1 $APT is an absolute humiliation.

But what do we call it when Aptos needs a 16% pump now just to be 1 SUI?

[Ash Crypto @AshCrypto]

🚨 BREAKING:

Polkadot $DOT has crashed -5% in just 5 minutes, wiping out $20 million in market cap.

$728k in DOT longs were quickly liquidated.

This follows reports that Polkadot has been exploited. The attacker allegedly minted over 1 billion $DOT and dumped it all in a single transaction for 108.2 ETH ($237,000).

[Base Build @buildonbase]

https://t.co/nN0RklJADT

[JackTheRippler ©️ @RippleXrpie]

🇺🇸 Brad Garlinghouse says #XRP is future ready. 🔥

[Aptos @Aptos]

Every transaction on Aptos burns $APT. Mid-June update:

• 200.3K APT burned in the last 30 days
• 1.2M total APT burned since mainnet
• ~12M avg daily transactions this month
• $0.0005 avg tx fee since 10x increase

The full stack for markets and machines at work.

[OrangeFren.com @OrangeFren]

‼️ The Monero group on Telegram has surpassed 15 thousand members

[dare market @daremarket]

fuck you.

dropping a CA in the next 12 hours

[Phong Le @phongle]

"We're the largest holder of Bitcoin in the world. We're the largest purchaser of Bitcoin in the world. And we'll continue to be". Watch my conversation with @CNBC @PowerLunch below.

00:00 — "We're net purchasers of Bitcoin." The 32 BTC sale helped inoculate the market, test our processes, and capture tax losses over time
1:47 — We balance the needs of our constituents: $MSTR and $STRC shareholders, $BTC hodlers, and debt holders
3:07 — Four-year cycles, macro volatility, geopolitical conflict, inflation uncertainty, Fed policy, Clarity
4:15 — Bitcoin is a hedge against inflation and big government
5:32 — Capital that rotates from $BTC to AI will come back to $BTC
6:42 — With clearer rules, every major bank is going to flood into $BTC and crypto
7:27 — Expanding financial-system access is good for Bitcoin

[Trust Wallet @TrustWallet]

The World Cup Group Stage Challenge is live ⚽️

Call the winner of all 12 groups, get every single one right and you could win $10,000 in USDT.

12 picks. No room for error.

And this is just the warm-up 👀

Dive in: https://t.co/yv0sQ0sNY6

[Vivek Sen @Vivek4real_]

IF BITCOIN FOLLOWS GOLD, BTC IS GOING TO $400,000 IN 2026

CHART SAYS IT ALL 🔥

BULLISH 🚀

[Aave @aave]

Welcome to Aave, @bitwise.

USCC is now called the Bitwise Crypto Carry Fund, which is a tokenized fund that earns yield through a market-neutral crypto basis strategy.

Over $120 million USCC is already deposited on Aave Horizon.