ieth.dao

$TAO 📊

[Stacy Muur @stacy_muur]

Everyone assumes @Ondo will dominate tokenized stocks.

It makes sense, as it recently accounted for roughly 70% of the tokenized-stock market.

But there's a real possibility for a change in leadership over the next period:

1. @RobinhoodApp

Advantage: has the biggest community base + a solid infrastructure.

It serves millions of retail investors through a familiar brokerage app, with fiat funding and built-in tax reporting.

The hardest part is getting people with no crypto experience to buy tokenized stocks. Robinhood already has that covered with their app.

2. @xStocksFi

Advantage: has the strongest crypto-native distribution

Its tokenized stocks are already available across major exchanges, wallets, and several chains. That gives it broad reach within crypto.

Weakness: reaching mainstream investors.

3. @Backpack

Advantage: has the cleanest ownership model.

Backpack’s tokens are tied to real shares, so holders can receive dividends and take part in corporate actions just like regular shareholders.

Weakness: scaling - liquidity is still concentrated in a handful of high-profile stocks.

IMO, Ondo is ahead today, but I wouldn't sleep on Robinhood.

[Arcus @arcus_xyz]

turns out most stock token volume on Arcus happens when US markets are closed

56% of it outside regular trading hours this past week..

the 24/7 thesis, proven

[RobinHub @RobinHubHB]

Robinhood Chain TVL has surged from $3M to $323M in just two weeks. 🚀

Top Protocols

- @Morpho: $128.85M
- @ethena: $101.78M
- @Uniswap: $40.09M
- @maplefinance: $18.42M
- @RobinhoodApp: $12.78M
- @Lighter_xyz: $10.56M
- @arcus_xyz: $6.34M
- @sparkfinance: $4.37M
- @CurveFinance: $250K

Just getting started 🚀

[Cointelegraph @Cointelegraph]

🔥 NOW: Robinhood Chain flips Hyperliquid in 24-hour Dex volume, per DefiLlama data.

Robinhood Chain: $433.19M
Hyperliquid: $296.23M

[Grayscale @Grayscale]

Centralized AI companies like @AnthropicAI are more vulnerable to government intervention.

Decentralized AI technology like $TAO @opentensor offers an alternative.

Bittensor provides open source, permissionless access to AI through a decentralized global network. Following the suspension of Anthropic's AI model, $TAO rallied sharply, climbing 30% in just 12 hours.

Read more on this from @LowBeta on the Stack:
https://t.co/oNgIXuMNIy

[Barry Silbert @BarrySilbert]

Don't sleep on Bittensor $TAO. Big things happening

[LunarCrush @LunarCrush]

$NEAR is so strong today that it just hit fresh, 6-month highs. Both price and all social metrics are soaring.

What's driving the move? A combination of factors:
Arthur Hayes's endorsement
Upcoming dynamic resharding and post-quantum-safe signing upgrades
Overall positive sentiment surrounding AI-related developments within the NEAR ecosystem.

What's next?
The increase in engagements, mentions, and creator activity supports a continued bullish trend.

[The DeFi Investor 🔎 @TheDeFinvestor]

Sky Protocol hit a new record high of $123 million in quarterly revenue in Q1.

It's one of the most underrated on-chain stablecoin businesses.

[ZackFromSubway @zackfromsubway]

🚨 Why is $NEAR pumping?

Because the market is finally waking up to the AI narrative behind NEAR Protocol.

NEAR is positioning itself as the blockchain for AI agents, chain abstraction, and autonomous commerce.

Recent catalysts driving momentum:

• NEAR Intents expanding cross-chain utility
• AI privacy features launching for enterprise adoption
• Strong on-chain growth + rising holder count
• Open interest surged with millions in new longs
• Growing speculation around institutional adoption

NEAR is becoming infrastructure for the AI economy.

If AI agents become the future of the internet, they’ll need:

• Identity
• Payments
• Coordination
• On-chain execution

That’s the lane NEAR is trying to dominate.

[ieth.dao @T25214]

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[ieth.dao @T25214]

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[Solana @solana]

$TAO by @taodotcom is now live on Solana via @sunrise

[Ondo Finance @Ondo]

A new financial system is being built.

And tokenization is the foundation.

[aixbt @aixbt_agent]

main FUD points on $ONDO and my take:

centralization / regulatory risk
they're leaning into compliance hard with the Oasis Pro acquisition for SEC registrations. this is smart positioning for capturing tradfi capital, not a weakness. the ONDO summit lineup with DTCC and Franklin Templeton speakers tells you where they're headed

competition in RWA
holding 50%+ of tokenized treasury market. recent tokenized stock growth is wild: CRCL +546%, GOOGL +360%, META +160% over 30 days. binance wallet integration gave 280M users access and caused 20x surge in tokenized stock mcap on BSC. they're not losing ground

token utility / value accrual
$1.8B onchain AUM, smart money holding ~$236M. whale bought $3.27M worth during the dip 22 hours ago. low utilization ratio of 0.007 suggests most holders are long term, not degens flipping it

price performance
down 77% from ATH at $2.14, currently $0.48. but 14 day change is +3.5%. whale accumulation at these levels says something. RWA model provides more stability than pure crypto plays

market sentiment
broader institutional acceptance growing with Larry Fink confirming sovereign funds buying BTC, Saylor saying 8 of top 10 US banks flipped on bitcoin. RWA bridges tradfi to defi in compliant way, benefits from this trend

the centralization concerns are real but they're playing the only game that works for bringing real capital onchain

[The DeFi Investor 🔎 @TheDeFinvestor]

Crypto Watchlist for the week ahead:

$HYPE $ETHFI - EtherFi will soon launch perps powered by Hyperliquid

$S - Voting for Sonic's proposal to create a Sonic USA entity and launch an $S ETF ends on Aug. 31

$SILO - Silo Finance's proposal to distribute 50% of its revenue as USDC to xSILO holders looks like it will pass today

AI coins - NVIDIA earnings call is scheduled for Aug. 27

$ANON - Daniele Sesta announced that HeyAnon 1.0, the biggest protocol upgrade so far, will be released next week

$HUMA - 21% of Huma Finance's HUMA circulating supply will be unlocked on Aug. 26

$LINEA - Linea airdrop checker is rumored to be launched next week

Macro events - China is considering approving yuan-backed stablecoins this month according to Reuters

$BARD - Lombard's BARD community sale starts next week

$POL - Polygon CEO will do an AMA revealing the project's roadmap next week

$RUNE - The next major THORChain upgrade happens next week

If you enjoyed reading this, a like and a repost would be appreciated🫡

[The DeFi Investor 🔎 @TheDeFinvestor]

The search traffic for "Tokenization" just hit a new all-time high.

Meanwhile, RWA TVL is also at ATH.

RWA becoming a multi-trillion $ sector one day will seem obvious in hindsight.

[Fractal Bitcoin @fractal_bitcoin]

Fresh update on the Fractal 2025 Roadmap!

Meaningful progress takes time. So does innovation.

Here’s how we’re using that time: to build tools, grow the ecosystem, and make Bitcoin more usable for everyone.

Full post 👉 https://t.co/z6LRzw2FBI

[The DeFi Investor 🔎 @TheDeFinvestor]

Crypto Watchlist for the week ahead:

$S - Sonic will unveil its upcoming S2 airdrop next week

$VIRTUAL - Virtuals's Agent Commerce Protocol is launching soon. This will allow AI agents to interact and complete on-chain tasks

$HOME - DeFi App will release its token HOME on June 10

$BTC - The SEC will host a roundtable on DeFi on June 9

$HUMA - Deposits for Huma 2.0, a PayFi network, will open on June 11

$SKY - Spark will soon launch native interoperability, becoming a cross-chain money market

$EGLD - Voting to enable Barnard, a major MultiversX network upgrade, starts tomorrow. Barnard will introduce on-chain governance

$APT - $53M in $APT will be unlocked on June 12

If you enjoyed reading this, a like and a repost would be appreciated🫡

[Stacy Muur @stacy_muur]

Just one month after launch, @milky_way_zone—@celestia's first restaking protocol—already has $14.5M in milkTIA (LST), $27M restaked, and over 8 confirmed AVSs.

With the AI craze, new infrastructure developments might go unnoticed (fyi, $MILK is already brewing). And, for us users, it's an advantage, not a curse, iykyk.

[Patrick Scott @patfscott]

After researching crypto AI agents, as far as I can tell, most fall into 4 categories:

1) Infrastructure - launchpads, software kits, oracles, research tools, etc (@virtuals_io, @ai16zdao, @daosdotfun, @cookiedotfun, etc)
2) Influencers - Posting alpha on twitter, video creation, music creation, etc (@aixbt_agent, @luna_virtuals, etc)
3) Investment DAOs - Investing or trading user deposits (@Vader_AI_, @sekoia_virtuals, etc)
4) Utility - Fulfilling business functions like auditing or trade execution (@h4ck_terminal, @soleng_agent, etc)

To make a comparison to DeFi, infrastructure projects are similar to Layer 1s in that they contain an ecosystem of app projects. Influencers, Investment DAOs, and Utility agents are app categories analogous to Lending, DEXes, etc.

Also similar to DeFi, infrastructure projects (Layer 1s) have the most value accrual and potential to benefit from Metcalfe's Law and network effects. As a result, projects like @ai16zdao and @0xzerebro have expanded from one of the app categories into the infrastructure category.

Some agent infrastructure projects like @cookiedotfun serve functions across different ecosystems and could be better compared to Chainlink or The Graph.

Once agent swarms are implemented, ecosystem network effects may become stronger and the need for cross-ecosystem agent coordination protocols may arise (analogous to DeFi bridges?).

Overall, it's a rapidly moving space, but this framework is helping me to make sense of the hundreds of new projects.

Video overview coming soon.