Stablecoins are the most profitable on-chain businesses.
Tether's USDT alone generated $600M fees over the past 30 days.
That's $7.2 billion annualized.
And I doubt stablecoin growth will slow down anytime soon.
The latest DeFi developments👇
Hyperliquid released HyperEVM, adding support for smart contracts
Kaito released its KAITO token and airdropped 10% of its supply
Arbitrum DAO approved 85M ARB for RWA investments
Monad L1 launched its testnet
Kernel DAO announced that KERNEL holders will get at least 2 airdrops from ecosystem projects. Mira & YieldNest will allocate 1-2% of their supply to KERNEL holders
Ethereum Foundation announced the Open Intents Framework, a system designed to enhance the cross-chain user experience on L2s
Unit, a tokenization layer that allows trading native assets from other L1s using Hyperliquid UX, was launched on mainnet
Defi App released Degen Arena, a gamified points competition between factions to reward its early users
Zero1 Labs extended all vesting schedules for its token by an additional year
GammaSwap teased its upcoming deployment on Sonic L1
Frax Finance transformed frxUSD into a multichain asset using LayerZero
Osmosis released no-fee limit orders
Clearpool introduced Port: a RWA Exchange-Traded Pool designed to solve illiquidity
That's all for today.
If you enjoyed reading this, a like and a retweet would be much appreciated🫡
Hang in there lads. We're getting close
$BTC finally hits my magnet in the chart with strong reaction and closed back into the range >91k on daily, after intense capitulations across the board
Last night's low is an important reference and my base case is market starts bottoming out by forming a base this two weeks around Trump's inauguration and then we send again-> More on this for another post
This also applies for the hottest sector like AI agents platforms/framework, DeFAI and related plays. Same as many of you, I had 50%+ drawdowns even on the top AI agents platforms/framework but I didn't capitulate and took the opportunity to buy more. I still believe the AI agents meta is early and I refuse to transfer my wealth to others who are more patient than me
So hang in there. We really are getting close now. Market is constantly testing our conviction with huge drawdowns. If you can't bear the pain, you cant enjoy the potential gains which come with it. That's the nature of the game we're in
Top 10 Must Read AI Content for this Weekend PT.8
(Bonus at the End)
• @JW100x Pippillions: https://t.co/x9YvEABwU1
• @0xBebis_ Going Vertical - The True Cost of AI: https://t.co/KjwWLpCwfm
• @jamesrosst Mode 2025: Full Stack DeFAI: https://t.co/gTMcEvJAEg
• @Nevermined_io Raises $4M to Build the PayPal for AI-Commerce: https://t.co/8FJF7GUjJV
• @123skely is back with "Hyper Structures and Aipool": https://t.co/Kai2YrnX5i
• @Alphanomics_io Keeping Up with Virtuals 2: https://t.co/1Q4Flr47Ch
• @superoo7 Chromia's Decentralized Vector Database: https://t.co/6vQHbJPLBb
• @VU_virtuals Velvet's DeFAI: https://t.co/M4WAMTz9NE
• @ARCAgents Origin: https://t.co/xGrS18dCmY
• @karsenthil Crypto X AI Thesis (Part 2): https://t.co/mglhvMdgLy
—————————————
Bonus (Interesting Stuff to Check Out)
• @aicceleratedao is here: https://t.co/ZCV19AyvqT
• @findGBC Kudai Litepaper: https://t.co/7EaquuzlYz
• @spect3ral AI, the final fantasy: https://t.co/d2AzJi4pZO
• @MRRydon Aethir Batch 4 of $100m Fund Deployment: https://t.co/XU79MXyrd0
• @anthonyisaacson FXN Action Engine - Applied Swarms: https://t.co/foDskYcmsO
• @almanak Using Legiondotcc to Design Cap Table: https://t.co/msEkJgGiqa
• @brazenburrit0 Why I'm Building Vainguard: https://t.co/XjJEcmlrn1
• @0x3van 5 categories to watch for in crypto x AI agents: https://t.co/hDT9pQfZEP
• @lostgirldev Soleng x Story Protocol: https://t.co/CbYBzNscs6
• @khouuba showcases Dolion + Solana Agent Kit DeFAI: https://t.co/PXCiuiiWbq
• @dabit3 shares website that aggregates all AI agent tools in one place: https://t.co/dTsNj52osb
• @Byte__AI Agent-to-Agent Food Orders: https://t.co/MFqSjJEK8L
• @cookiedotfun v0.4 Coming Soon: https://t.co/BQmE9QKwLe
• @StealthSDK Official Collab with @ai16zdao: https://t.co/MeyrP6pffw
• @GoatIndexAI Data Layer Supercharging AI Agents on Solana: https://t.co/FK6mR95llV
Top tokens in DeFAI?
- $GRIFFAIN: $390M MC
- $ANON: $172M MC
- $NEUR: $42M MC
- $BUZZ: $85M MC
- $ORBIT: $53M MC
- $HTERM: $15M MC
- $GEKKO: $23M MC
- $GATSBY: $39M MC
🧵: How to DeFAI.
Choppy market is the best moment to farm.
@bucket_protocol , one of the top lending protocols in the Sui ecosystem, is running an airdrop farming campaign ahead of its TGE.
By participating, you can earn $DROPs, which will later convert to $BUT (Bucket’s token).
The kSUI pool, for example, has 5K daily $DROP emissions with a $220K TVL, offering the highest returns per $ deposited.
Yes I know, it exposes to $SUI price volatility. Here is how you can keep your position market-neutral while earning tons of reward:
1⃣Bridge USDT to Sui and become suiUSDT.
2⃣Deposit suiUSDT into @navi_protocol to earn 12% APY.
3⃣Borrow $SUI at a -0.168% APY (yes, you’re getting paid to borrow!).
4⃣Convert and StakeUse @KriyaDEX to swap SUI for kSUI.
5⃣Stake kSUI on Bucket to farm daily $DROP emissions.
This strategy lets you farm $SUI without taking on market risk.
Choppy market is the best moment to farm.
@bucket_protocol , one of the top lending protocols in the Sui ecosystem, is running an airdrop farming campaign ahead of its TGE.
By participating, you can earn $DROPs, which will later convert to $BUT (Bucket’s token).
The kSUI pool, for example, has 5K daily $DROP emissions with a $220K TVL, offering the highest returns per $ deposited.
Yes I know, it exposes to $SUI price volatility. Here is how you can keep your position market-neutral while earning tons of reward:
1⃣Bridge USDT to Sui and become suiUSDT.
2⃣Deposit suiUSDT into @navi_protocol to earn 12% APY.
3⃣Borrow $SUI at a -0.168% APY (yes, you’re getting paid to borrow!).
4⃣Convert and StakeUse @KriyaDEX to swap SUI for kSUI.
5⃣Stake kSUI on Bucket to farm daily $DROP emissions.
This strategy lets you farm $SUI without taking on market risk.
📣 #AIXBT Deposits via BASE Network is open with @aixbt_agent! Stand a chance to grab a share of the 300,000 $AIXBT Prize Pool.
🌐 Learn More: https://t.co/yB07QoD4tt
🎁 Token Splash: https://t.co/FTXxUKOj9Y
#BybitTrading#TheCryptoArk
Adding more $SEKOIA at this price level—one of the fundamentally strong AI Agent tokens @sekoia_virtuals with an FDV under $60M.
Detailed Analysis Below👇
Description
@sekoia_virtuals is an on-chain VC agent targets to invest in high-quality agents, founded by @ai
There are 3 key agents working together:
1⃣Community agent: Managing the X account
2⃣VC agent: Assesses opportunities and makes an investment decision.
3⃣Execution agent: Executes investments, manages distributions etc.
Sekoia's workflow explanation
The workflow of Sekoia is simple yet effective. Investors commit $VIRTUAL to the Sekoia vault as investment capital. Any human or agent can initiate an investment evaluation by submitting the agent's details on TG (i.e., pitching to Sekoia). The VC agent then accesses all investment opportunities by reviewing historical performance metrics, examining code repositories, and evaluating network interactions.
All these processes are completed within minutes, enabling Sekoia to screen significantly more opportunities to identify the best ones. As of December 5, 2024, Sekoia has already evaluated over 100 deals.
Once an investment is made in a new agent, 80% of the invested tokens are distributed to investors, while the remaining 20% is allocated to Sekoia's Treasury. Of the treasury portion, half is used to buy back and burn $SEKOIA tokens.
Investment Portfolio
Currently, they have invested into 5 projects in total.
📌 $GEKKO: AI-powered autonomous trading platform with gamified prediction markets, backed by a16z-backed team, showing strong early traction.
📌$J3FF: The first AI agent designed to operate as a blockchain validator.
📌 $SERAPH: Focusing on authenticating digital identities, such as AI agents.
📌 $TAOCAT: a Bittensor-native AI agent leveraging Masa's real-time data infrastructure to compete in the Virtuals Protocol Agent Arena, creating a new paradigm for tokenized AI value capture.
📌 $VOLTX: Autonomous AI Agent for Stocks & Commodities.
The investment returns have been highly promising, achieving a 26.76x MOIC (Multiple on Invested Capital) and a 21.48x DPI (Distributions to Paid-In) to date.
Token Utility
As observed, they are using 10% of their invested tokens for buybacks. The strong performance of their investments also contributes to an increase in the buyback and burn value of $SEKOIA.
Currently, public participation in the Sekoia Fund is not yet available, but $SEKOIA holders will soon have the opportunity to invest in the fund. This is expected to drive higher demand for the token. Additionally, the anticipated introduction of a staking feature for $SEKOIA will further enhance its utility.
Final Thoughts
With an FDV of approximately $60M, $SEKOIA still holds significant upside potential. Notably, only five investments have been made so far, showcasing the platform’s careful and strategic approach.
As more investments are made, it will not only amplify $SEKOIA's influence in the AI Agent ecosystem but also attract greater attention from investors and projects alike. This expansion is poised to drive further demand for $SEKOIA, making it a strong contender for long-term growth.
Choppy market is the best moment to farm.
@bucket_protocol , one of the top lending protocols in the Sui ecosystem, is running an airdrop farming campaign ahead of its TGE.
By participating, you can earn $DROPs, which will later convert to $BUT (Bucket’s token).
The kSUI pool, for example, has 5K daily $DROP emissions with a $220K TVL, offering the highest returns per $ deposited.
Yes I know, it exposes to $SUI price volatility. Here is how you can keep your position market-neutral while earning tons of reward:
1⃣Bridge USDT to Sui and become suiUSDT.
2⃣Deposit suiUSDT into @navi_protocol to earn 12% APY.
3⃣Borrow $SUI at a -0.168% APY (yes, you’re getting paid to borrow!).
4⃣Convert and StakeUse @KriyaDEX to swap SUI for kSUI.
5⃣Stake kSUI on Bucket to farm daily $DROP emissions.
This strategy lets you farm $SUI without taking on market risk.
Choppy market is the best moment to farm.
@bucket_protocol , one of the top lending protocols in the Sui ecosystem, is running an airdrop farming campaign ahead of its TGE.
By participating, you can earn $DROPs, which will later convert to $BUT (Bucket’s token).
The kSUI pool, for example, has 5K daily $DROP emissions with a $220K TVL, offering the highest returns per $ deposited.
Yes I know, it exposes to $SUI price volatility. Here is how you can keep your position market-neutral while earning tons of reward:
1⃣Bridge USDT to Sui and become suiUSDT.
2⃣Deposit suiUSDT into @navi_protocol to earn 12% APY.
3⃣Borrow $SUI at a -0.168% APY (yes, you’re getting paid to borrow!).
4⃣Convert and StakeUse @KriyaDEX to swap SUI for kSUI.
5⃣Stake kSUI on Bucket to farm daily $DROP emissions.
This strategy lets you farm $SUI without taking on market risk.
$SEKOIA continues its steady climb, defying the broader market crash. The chart remains incredibly strong.
Congrats to those who caught my earlier tweet and acted! (Is Twitter’s algo hiding alpha these days? 😂)
Adding more $SEKOIA at this price level—one of the fundamentally strong AI Agent tokens @sekoia_virtuals with an FDV under $60M.
Detailed Analysis Below👇
Description
@sekoia_virtuals is an on-chain VC agent targets to invest in high-quality agents, founded by @ai
There are 3 key agents working together:
1⃣Community agent: Managing the X account
2⃣VC agent: Assesses opportunities and makes an investment decision.
3⃣Execution agent: Executes investments, manages distributions etc.
Sekoia's workflow explanation
The workflow of Sekoia is simple yet effective. Investors commit $VIRTUAL to the Sekoia vault as investment capital. Any human or agent can initiate an investment evaluation by submitting the agent's details on TG (i.e., pitching to Sekoia). The VC agent then accesses all investment opportunities by reviewing historical performance metrics, examining code repositories, and evaluating network interactions.
All these processes are completed within minutes, enabling Sekoia to screen significantly more opportunities to identify the best ones. As of December 5, 2024, Sekoia has already evaluated over 100 deals.
Once an investment is made in a new agent, 80% of the invested tokens are distributed to investors, while the remaining 20% is allocated to Sekoia's Treasury. Of the treasury portion, half is used to buy back and burn $SEKOIA tokens.
Investment Portfolio
Currently, they have invested into 5 projects in total.
📌 $GEKKO: AI-powered autonomous trading platform with gamified prediction markets, backed by a16z-backed team, showing strong early traction.
📌$J3FF: The first AI agent designed to operate as a blockchain validator.
📌 $SERAPH: Focusing on authenticating digital identities, such as AI agents.
📌 $TAOCAT: a Bittensor-native AI agent leveraging Masa's real-time data infrastructure to compete in the Virtuals Protocol Agent Arena, creating a new paradigm for tokenized AI value capture.
📌 $VOLTX: Autonomous AI Agent for Stocks & Commodities.
The investment returns have been highly promising, achieving a 26.76x MOIC (Multiple on Invested Capital) and a 21.48x DPI (Distributions to Paid-In) to date.
Token Utility
As observed, they are using 10% of their invested tokens for buybacks. The strong performance of their investments also contributes to an increase in the buyback and burn value of $SEKOIA.
Currently, public participation in the Sekoia Fund is not yet available, but $SEKOIA holders will soon have the opportunity to invest in the fund. This is expected to drive higher demand for the token. Additionally, the anticipated introduction of a staking feature for $SEKOIA will further enhance its utility.
Final Thoughts
With an FDV of approximately $60M, $SEKOIA still holds significant upside potential. Notably, only five investments have been made so far, showcasing the platform’s careful and strategic approach.
As more investments are made, it will not only amplify $SEKOIA's influence in the AI Agent ecosystem but also attract greater attention from investors and projects alike. This expansion is poised to drive further demand for $SEKOIA, making it a strong contender for long-term growth.
Adding more $SEKOIA at this price level—one of the fundamentally strong AI Agent tokens @sekoia_virtuals with an FDV under $60M.
Detailed Analysis Below👇
Description
@sekoia_virtuals is an on-chain VC agent targets to invest in high-quality agents, founded by @ai
There are 3 key agents working together:
1⃣Community agent: Managing the X account
2⃣VC agent: Assesses opportunities and makes an investment decision.
3⃣Execution agent: Executes investments, manages distributions etc.
Sekoia's workflow explanation
The workflow of Sekoia is simple yet effective. Investors commit $VIRTUAL to the Sekoia vault as investment capital. Any human or agent can initiate an investment evaluation by submitting the agent's details on TG (i.e., pitching to Sekoia). The VC agent then accesses all investment opportunities by reviewing historical performance metrics, examining code repositories, and evaluating network interactions.
All these processes are completed within minutes, enabling Sekoia to screen significantly more opportunities to identify the best ones. As of December 5, 2024, Sekoia has already evaluated over 100 deals.
Once an investment is made in a new agent, 80% of the invested tokens are distributed to investors, while the remaining 20% is allocated to Sekoia's Treasury. Of the treasury portion, half is used to buy back and burn $SEKOIA tokens.
Investment Portfolio
Currently, they have invested into 5 projects in total.
📌 $GEKKO: AI-powered autonomous trading platform with gamified prediction markets, backed by a16z-backed team, showing strong early traction.
📌$J3FF: The first AI agent designed to operate as a blockchain validator.
📌 $SERAPH: Focusing on authenticating digital identities, such as AI agents.
📌 $TAOCAT: a Bittensor-native AI agent leveraging Masa's real-time data infrastructure to compete in the Virtuals Protocol Agent Arena, creating a new paradigm for tokenized AI value capture.
📌 $VOLTX: Autonomous AI Agent for Stocks & Commodities.
The investment returns have been highly promising, achieving a 26.76x MOIC (Multiple on Invested Capital) and a 21.48x DPI (Distributions to Paid-In) to date.
Token Utility
As observed, they are using 10% of their invested tokens for buybacks. The strong performance of their investments also contributes to an increase in the buyback and burn value of $SEKOIA.
Currently, public participation in the Sekoia Fund is not yet available, but $SEKOIA holders will soon have the opportunity to invest in the fund. This is expected to drive higher demand for the token. Additionally, the anticipated introduction of a staking feature for $SEKOIA will further enhance its utility.
Final Thoughts
With an FDV of approximately $60M, $SEKOIA still holds significant upside potential. Notably, only five investments have been made so far, showcasing the platform’s careful and strategic approach.
As more investments are made, it will not only amplify $SEKOIA's influence in the AI Agent ecosystem but also attract greater attention from investors and projects alike. This expansion is poised to drive further demand for $SEKOIA, making it a strong contender for long-term growth.