ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓

Not your average hodler •trader | Threador

[Stacy Muur @stacy_muur]

🟢 Daily Top Crypto Gainer – July 28
@KeetaNetwork $KTA | +22.5% (24h) | $1.14

Why It’s Pumping:
Whales are buying, price broke key resistance, and mainnet buzz is building.

Key Drivers:
• Whale Accumulation: Top wallets added 3.15% in July.
• Breakout Volume: Cleared $1.04 resistance with 81% volume spike.
• Mainnet Hype: Swift SDK + roadmap updates (July 22) fueled interest.
• Contrarian Setup: Sentiment still negative, despite rally.

Technical Setup:
• RSI: 79.66 (hot but bullish)
• MACD: Strong upward momentum
• Next Target: $1.16 (Fibonacci extension)

Conclusion:
KTA’s rally is backed by whales, tech milestones, and mainnet anticipation. If $1.04 holds, $1.16 is next.

[Eli5DeFi @Eli5defi]

What's the ultimate goal of the RWA Protocol?

Tokenize everything imaginable.

Today, we're comparing @EpicOnChain with other RWA-centric protocols and how it distinct on its approach to accelerate the RWA tokenization.

Join us for the deep dive 🧵

[Tim Haldorsson @TimHaldorsson]

It seems like Cysic is cooking together something

Soon they might deliver a @cysic_xyz package, what do you think will be in it?

Will they announce their NFT computefi nodes?

[andrew.moh @andrewmoh]

RWAs are heating up again.

Tbh, tokenizing “everything imaginable” isn’t just a tagline - it’s a massive technical and regulatory lift.

@EpicOnChain’s approach is worth watching:
+ build on Optimism
+ secure Ripple’s backing
+ bootstrap usage via native apps and DeFi incentives.

➜ It’s a high-velocity RWA experiment.

$EPIC is still small-cap, but so were many L2s before they found PMF.

The real question isn’t whether RWAs will grow, but where that growth will anchor.

[Sherif @SherifDefi]

$RESOLV pushing higher after a volatile mid-week dip.

💭 Strong bounce from the $0.185–$0.19 range confirms it as a new demand zone

Volume is ticking up again and structure remains bullish if higher lows hold

♟️ What confirms strength now: price or participation?

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@Wolf_defi_eth BTC.D at support + declining BTC vol = high alt trap risk

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@alphawolfl2 BTC.D đang ở hỗ trợ + volume BTC giảm = khả năng trap alt rất cao

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@0x_Kalista @recallnet agent tank sounds brutal but necessary public critique with skin in the game is real alpha

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@0x_Kalista @recallnet forking ai brains like github repos makes agent dev feel collaborative not siloed

[The Learning Pill 💊 @thelearningpill]

YUSD yield + points stacking w this trio ↓
@aegis_im + @pendle_fi + @Penpiexyz_io

into yields but not using @pendle_fi?

now stack even more using @Penpiexyz_io

deep liquidity on @pendle_fi means you get good prices w/o much yield volatility (unless you're going to buy $100M of LP-sYUSD)

+ getting 5x Aegis points w/o vePENDLE is like a shadow strategy that only you're benefitting from

here's how to go about it 👇
1️⃣ mint and stake YUSD on @aegis_im
Pill's 10% points booster: https://t.co/gnsl8NblS6

2️⃣ buy LP-sYUSD (4SEP2025) on @pendle_fi

3️⃣ deposit LP-sYUSD on @Penpiexyz_io

yield + points stackooor

[Eli5DeFi @Eli5defi]

➥ Unleash Money Market Capital Efficiency

What keeps you from using lending protocols?

Often, it's underwhelming yields and clunky UIs.

That was my struggle until @Evoq_Finance reeled me in.

Check out our 30s report 📖

...

— What is Evoq?

Evoq acts as a peer-to-peer lending optimizer protocol, enhancing the liquidity and risk management of existing pool-based lending protocols like @VenusProtocol and other upcoming protocols across various networks.

This mechanism offers better rates through supply-borrow matching up to 100% utilization and effectively addresses the capital inefficiencies that plagued pool-based lending protocols.

...

— Why Evoq?

⟶ @binance MVB 8 Winner
⟶ The first p2p lending optimizer on @BNBCHAIN
⟶ 100% matching efficiency with $1B+ available liquidity
⟶ 90% potential reduced spread with better supply and borrow rates
⟶ 40% projection APY from Evoq Points
⟶ Audit by @HashDit and @zokyo_io
⟶ Internal rumor for multi-chain expansion to @HyperliquidX HyperEVM with multiplier and early access benefit for BNB users
⟶ Expected TGE Q4 2025

...

— Alpha Strategy with Evoq (NFA + DYOR)

We now know that Evoq TGE will happen soon, with plans to expand into HyperEVM. This is the perfect time to enhance our DeFi strategy and earn more Evoq Points and yields.

✧ Visit @Liquidity_Land and use this link: https://t.co/75eJg7FNyU to get 100% Evoq Points Boost
✧ Supply $USDT on Evoq to earn approximately 5.44% APY plus Evoq Points
✧ Borrow $BTCB at around 0.91% APY plus Evoq Points
✧ Optionally, you can mint an Evoqi NFT to receive a 2x baseline point boost.

From this point, you can loop back to Evoq to accumulate more Evoq Points and compounded yield APY, or swap your BNB for other assets, and consider LP them into @pendle_fi or @PancakeSwap.

...

— Wrap-Up

One reason I'm focusing on the money market protocol is the abundance of DeFi strategies available. I've discovered that Evoq effectively addresses inefficiency on the BNB Chain and hooked up immediately.

With their upcoming TGE and the rumored HyperEVM expansion, there's every reason to get involved.

Victory favors the prepared, and everyone appreciates juicy yields.

[Tim Haldorsson @TimHaldorsson]

You only become an ecosystem when you have self-sustainable projects within the ecosystem

Peaq decided to build a niche ecosystem fully focused on DePIN and then building everything around to support founders/builders to launch on @peaq

From this they have managed to attract a large number of strong projects within varied categories that many have managed to raise funds and go-to-market.

Imagine what this map will look like in 2-3 years from now?

[Gohan 🧬 @0x99Gohan]

The more time I spend in this space, the more I realize one thing:

It’s not about catching every hype wave, it about curating who you listen to.

The timeline’s full of noise. But when you filter through it, you’ll find real voices with real signal, the ones who consistently call it before the herd, break narratives before they trend, and make research look cool.

These are my go-to minds. Some OGs, some new finds. All worth following if you're here to learn, trade, build, and grow.

Let’s dive in my updated list 👇

➤ @0xCheeezzyyyy
A serious Yapper, full-time signal. Janitor at @mementoresearch, previously SWE at @pendle_fi. Quiet but spicy when he speaks. And his graphics are insane! Love the guy.

➤ @wajahat
Part-time Doctor (COOOL), full-time Degen. Chief Yapper at @ivx_fi. If you love on-chain content and digestible alpha, his Substack’s gold.

➤ @TATrader_Alan
Alan doesn’t just chart, he speaks the market’s language. Pattern sniper, solid macro takes, a must-follow for altcoin action.

➤ @alphabatcher
Thread machine. Always catching gems early. Follow for sharp DeFi breakdowns, no fluff, just straight alpha.

➤ @thelearningpill
Arbitrum research beast. Curates quality alpha, insightful drops, and projects before they pop. Quiet killer vibes. One of my Fav guy in this space

➤ @Defi_Warhol (returning mention)
Been here since 2017. Visual alpha god. Still calling those 30x vibes. Believe him when he draws.

➤ @stacy_muur (returning mention)
CMO-turned-research-monster. Deep in @KaitoAI, VeChain, and founder of Greendots. Content? Always on Fire!! She is one of the best among CTs

➤ @splinter0n (returning mention)
Still crafting DeFi x AI fire. Still pink-marking the timeline. $LOUD, $Kaito, the alpha just keeps coming. Splin the Saint

➤ @0xFattDeFi
My brother in grind. Laser focus on @symphony_io, @vooi_io, and @OpenledgerHQ. Works hard, shares harder.

➤ @0xKaiFi
My next brother in grind. Been rocking since 2021. AI guy, especially deep on @miranetwork. Oh, and the man makes music, check his voice, fr.

➤ @CChloeGemX
Lady of alpha. Web3 maxi with style and sharp takes. Big on @vooi_io and @OpenledgerHQ. Watch what she watches. You will find loads of alpha.

➤ @TimHaldorsson
Want nonstop info from @Kaito_AI? This is the guy. Runs @lunarstrategy and @yapstrategy - pure InfoFi energy.

➤ @Mikesi30
Co-founder of @FOMO_v and @boom_fi. Founder + Trader + VC. Blends vision with execution - a real builder. This is the man of @campnetworkxyz

➤ @HouseofChimera
Real-deal research group. Backing real builders. Quietly bullish on @HyperliquidX and everything Camp-related.

➤ Last but not least - Me - @0x99Gohan. After finishing these guys up there, follow me again lolll

Keep your eyes on the right feeds, and this space hits different.

Follow sharp minds - Mute the noise - Stay early, stay smart

Tag someone else I should be watching 👇

[MooMs @Moomsxxx]

Back in February, I highlighted how undervalued Maple was.

$570M of TVL, a growing product pipeline, and a $85M market cap.

Five months later, TVL is $3.2B (+460%) and $SYRUP trades 5.4x higher.

Here's what happened and why Maple is still mispriced.

🗓️ MARCH

@bitwise. one of the largest crypto asset managers, allocated capital to Maple, further solidifying Maple’s growing reputation among tradFi players.

In the same month, Maple got listed on Coinbase and was added to @Grayscale’s Top 20 Index for Q2 2025.

Two validations from major players in the industry that strengthen Maple's leading position in the institutional RWA lending sector.

Lastly, syrupUSDC went live on Morpho, curated by @gauntlet_xyz and @MEVCapital.

🗓️ APRIL

In April, Maple announced a key integration with Spark.

Spark allocated an initial $50 million USDC into SyrupUSDC to diversify into institutional credit markets.

This partnership strengthens Maple’s positioning as a go-to asset manager for both DeFi-native and traditional players.

🗓️ MAY

May was one of the best months for Maple, as the protocol saw its TVL grow by 61%, from $1.1B to $1.9B.

In this month, the team announced probably the most bullish news of this year, a deal to secure Bitcoin-backed credit facility with @Official_Cantor, a major investment bank managing $15B in capital.

This facility could scale up to $2 billion, offering institutional investors leverage on their BTC holdings.

🗓️ JUNE

In collaboration with @chainlink, @KaminoFinance, @Paxos, @jito_sol, and @orca_so, Maple launched syrupUSDC on Solana, along with $500k of incentives to bootstrap its TVL.

Maple also integrated with Lido, introducing a stablecoin credit lines backed by $stETH.

Before we move on, a few stats worth highlighting:

• $8.4B in total loans originated.
• $1.2B in active loans.
• ~$9M in annualized revenue.
• syrupUSDC almost at $1B TVL while providing an average 6.5% APY.

🗝️ WHAT'S THE SECRET BEHIND THIS GROWTH?

1. DeFi Composability

Integrations into @eulerfinance, @KaminoFinance, @pendle_fi, and other DeFi protocols have played a key role, attracting yield farmers to engage in loop and PT/YT strategies for higher yields.

2. Bitcoin

Out of $1.1B TVL of SyrupUSDC 90% is in Bitcoin.

This is a trend that will even accelerate from here, in my opinion. As Bitcoin continues to gain interest from tradFi, more and more entities will seek ways to make their capital work and not sit idle.

I talked deeply about BTC lending in this article. I highly suggest you reading it:
https://t.co/l5noJm8G4z

3. The Pivot

Unlike its earlier focus (undercollateralized loans), Maple is now fully focused on overcollateralized lending (syrupUSDC currently has a 160.7% collateralization ratio), and this has heavily reduced default risks and, by consequence, made the platform more attractive for individuals and institutions.

🖊️ FINAL THOUGHTS

Maple has experienced impressive growth in recent months, with its TVL climbing to over $3B.

At the beginning of the year, the team stated their goal for 2025 was to reach $4B in TVL by the end of the year across the following distributions:

$1B in syrupUSDC/USDT
$1.5B in their BTC yield product
$1.5B from the rest of their Maple Institutional product suite

Although the allocation might differ from the original vision, Maple is on the path to smash this goal and keep capture market share over the coming months.

This growth highlights both the increasing demand for high-quality yields among accredited investors and the impact of SyrupUSDC, which opened up institutional yield to retail users.

Then DeFi composability amplified the interest, showing just how powerful integrations with platforms like Pendle, Euler, Morpho, & co, can be when you’re bootstrapping or scaling a product.

TradFi players are starting to catch up on this, and we saw it when BlackRock’s $BUIDL was integrated with Euler a month ago. I expect to see a lot more of this in the coming months.

On the other hand, it's fair to note that Maple has a long way to go. The platform still needs to prove it can sustain steady growth for its active loans, which are fundamental as the yield generated by syrupUSDC depends directly on them.

Nevertheless, I believe the team will be able to keep the momentum and ultimately position the protocol as the bridge between DeFi and tradFi, facilitating institutional access to DeFi.

[Đào Văn Bắc @BacVanDao]

After this trade, I’ll pause on longs and wait to see if #BTC pulls back to the 113K–111K zone. Most #altcoins are already showing signs of continuous correction.

If you're buying spot, consider watching the nearest daily support levels on your alts for potential entries.
I’m currently only holding a small amount of #SOL, #JUP, and #CAKE.

Call here: https://t.co/TiXHVOvaD6

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@Wolf_defi_eth waiting for price pullback is easy. what’s hard is doing nothing when the market fakes tiny moves all day

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@alphawolfl2 chờ giá chỉnh không khó, cái khó là không làm gì khi market lắc nhẹ liên tục

[ᴋɪɴɢ ᴋᴜɴᴛᴀ🪓 @tododechocolate]

@rosetina_degen @recallnet Will check this out, a great challenge it was for all representing agent. gRecall

[IcoBeast.eth🦇🔊 @icobeast]

Thank u Eric Trump

[Defileo🔮 @defileo]

DeFi needs projects like @prjx_hl to revolutionize.

Simplest explanation what prjx is / 🧵