When you compare @SkyEcosystem dominance across tokenized assets, yield generation and lending markets, yes. > sUSDS grew by 78% over the past year, and 90% over the past month > sUSDS accounts for 37% of ALL the yield paid by yield bearing stablecoins > 44% of earnings go to $SKY token holders via buybacks + staking reards > 6th largest protocol by TVL, but growing at a faster rate than Morpho and Aave $SKY is undervalued against $AAVE and $MORPHO.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: Grass ($GRASS)
Address: Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: FAI ($FAI)
Address: 0xb33ff54b9f7242ef1593d2c9bcd8f9df46c77935

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: aixbt by Virtuals ($AIXBT)
Address: 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825

Sick yields, but I think there's a more efficient way to do this. → Use @Infinit_Labs → Go to Strategies → Select the (Re)al Internet Money Strategy → The strategy automates all of the swapping, lending, and borrowing across @pendle_fi and @Morpho Earn 13.48% APY + $IN rewards. Not too shabby for this market.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

Sick yields, but I think there's a more efficient way to do this. → Use @Infinit_Labs → Go to Strategies → Select the (Re)al Internet Money Strategy → The strategy automates all of the swapping, lending, and borrowing across @pendle_fi and @Morpho Earn 13.48% APY + $IN rewards. Not too shabby for this market.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

83% of the Top 100 coins are still in the red over the past 90 days. Most of these coins will continue to bleed into irrelevance. But the outperformers in these markets, will continue to do so. I see $MORPHO, $SKY, $HYPE as continued winners. https://t.co/vu9OmJJOfC

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Strong Performance YTD > Onchain deposits crossed $10B (A new ATH) > +41.7% increase in activity on Ethereum over the past 30 days > Increased demand for RWA backed collateral w/ $406M in deposits $MORPHO +52% https://t.co/lFJizAxwrt

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Must Bookmark @Dune Dashboards. Just plug and play. ↓ (Listed by name) 1. Prediction Markets 2. Cash Cows 3. VC Printer 4. ICO Launchpads Profitability(EVM and solana) 5. NEAR Intents 6. The Rollup - NeoFi Market 7. GMorpho Dashboard 8. Hyperliquid HIP-3 Perps (trade. xyz, Felix, Ventuals, hyENA, Markets, Dreamcash) 9. Ondo Global Markets 10. BASE Agentic Ecosystem

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

.@Infinit_Labs is proving DeFiAI has PMF. 1. Allow creators to craft strategies 2. Reward early adopters 3. Expand DeFi adoption I went with a simple strategy I believed would outperform through the volatility. ( @re+ @Morpho+ @pendle) $500K in TVF (in this strategy) so far and still generating ~ 14.6% APY.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

.@Infinit_Labs is proving DeFiAI has PMF. 1. Allow creators to craft strategies 2. Reward early adopters 3. Expand DeFi adoption I went with a simple strategy I believed would outperform through the volatility. ( @re+ @Morpho+ @pendle) $500K in TVF (in this strategy) so far and still generating ~ 14.6% APY.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

$AVAX is down -93% from ATHs That’s more than $DOGE -83% $PEPE -85% $BONK -89% $SPX -85% Thank you for your attention to this matter.

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

okay the reUSD strategy on @Infinit_Labs is actually very clean. @re + @Morpho + @pendle working together, fully automated, 16.8% APY, one click. Finally DeFiAI that just works. 👇 https://t.co/3ISxrbtDPD https://t.co/5L4QvkJqUL

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

okay the reUSD strategy on @Infinit_Labs is actually very clean. @re + @Morpho + @pendle working together, fully automated, 11.6% APY, one click. DeFiAI that just works. 👇 https://t.co/3ISxrbtDPD https://t.co/OvgvzZWHJ6

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

If you believe in a tokenization wave, you have to believe that lenders are direct beneficiaries. Take a look at @Morpho's growth over the past year. - RWA collateralized loans grew from $0 to $250m - RWA deposited collateral grew from $0 to $330m - syrupUSDC ( @maplefinance) deposits crossed $112m - AA_FalconXUSDC ( @paretocredit) crossed $74m 32x Growth YoY Data: @tokenterminal

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

Name & Symbol: Clearpool ($CPOOL)
Address: 0x66761fa41377003622aee3c7675fc7b5c1c2fac5

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

Name & Symbol: Plume ($PLUME)
Address: 0x4c1746a800d224393fe2470c70a35717ed4ea5f1

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

I think people are still sleeping on @Infinit_Labs as a tool to maximize the ROI. What once took over 18 different steps → Now takes 1 click of a button I chose @re because I believe they'll continue to play a significantly larger role in NeoFinance and because of $reUSD high and safe yield profile. Additionally, unlike most stablecoins or yield products, reUSD's uncorrelated nature to the volatility of the crypto markets is an unstated benefit. Use $reUSD and earn ~17.34% APY + 10,000 $IN that are currently up for grabs. Big believer in tech that simplifies DeFi.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

"It’s wild to see how there’s still volume in memes despite the majors bleeding to 0." Not really, if you think about the position crypto finds itself in, speculation is still the predominant driver in both social buzz and volume. 1. Volatility & Liquidation Events are the biggest drivers ( 10/10 was a $19b liquidation event) 2. Leverage Activity accounted for $85.7 trillion in 2025. Not all of this was memes, as there was also institutional hedging, basis trades, and now metals. 3. Meme launchpads crossed $1.2B for 2025. Maybe not a meme supercycle, but I don't see memes going away anytime soon.

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

I think people are still sleeping on @Infinit_Labs as a tool to maximize the ROI. What once took over 18 different steps → Now takes 1 click of a button I chose @re because I believe they'll continue to play a significantly larger role in NeoFinance and because of $reUSD high and safe yield profile. Additionally, unlike most stablecoins or yield products, reUSD's uncorrelated nature to the volatility of the crypto markets is an unstated benefit. Use $reUSD and earn ~17.34% APY + 10,000 $IN that are currently up for grabs. Big believer in tech that simplifies DeFi.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

Crypto + Macro Stuff I'm Looking At Today ... - Markets down a bit on tariff stuff but nothing crazy yet... - MegaETH will apparently be doing a points program as their KPI-based TGE looms ahead - Violence/anarchy in Mexico following cartel boss killing - ETHDenver sounds like it was good but a bit subdued compared to prior years - $NVDA earnings report this Wed - PPI inflation data Fri - Bitcoin miner selling continues, with Bitdeer apparently fully exiting its $BTC holdings, selling 1,100+ Bitcoin to fund its AI expansion (h/t my bro @0xSalazar - make sure to give him a follow!) - There was apparently an extremely bullish rule change by the SEC last week that went mostly under the radar (link below) - For airdrops, seeing more talk about tokenless perps projects tradehotstuff and 01Exchange - Also my buddies at AladdinDAO continue to build new liquidation-free perps dex @FX100Perp (link below!) - If $BTC ends February down, it will have been red for 5 months in a row for only the second time in its history - Saw a couple smart friends of mine bullposting $GRASS, so may be worth taking a look at - Also continue to see the same thing with $ZEC - All sorts of drama and contention in Sonic (formerly Fantom) world as far as I can tell - Also BGD Labs leaving Aave continues to spur debate several days after the announcement - US consumer spending levels remain high but personal savings rate plummeting - Lots of debate in macro land about Blue Owl halting redemptions (or not? seems unclear) - Also seeing debate about Coinbase tax stuff and reporting and etc (link below) - CME will apparently offer 24/7 crypto futures + options trading starting May 29 - Lots of talk about the UK restricting VPN use :/ - Top 5 entities by 7-day fee generation in crypto are Tether $USDT, Circle $USDC, Pump $PUMP, Aave $AAVE, and Hyperliquid $HYPE (h/t data from the great DefiLlama!) Conclusion So far we have not seen the big dip I thought the Supreme Court ruling on the tariffs would catalyze... Either way though, that was the last big bearish overhang I was worried about, and it is now past. As a result I will be deploying like crazy over the next two weeks. I want to be absolutely gigalong going into Warsh's replacement of Powell, because I think Warsh coming in and dramatically lowering rates is likely to be what finally catalyzes the long-awaited bull market. Its easy not to appreciate if you're outside the US, but the entire US real estate sector has been basically frozen for four years now, ever since Powell started hiking rates in March 2022. Real estate is like the heart of the entire fiat ponzi in the US, and it being frozen like this has a huge impact on the economy. Re: the above, there is currently $38T in US homeowner equity. Once rates come down and that equity unfreezes and people can begin selling their homes again and more importantly refinancing them and doing HELOC's and etc, I think that money will flow into risk assets like crypto, and we'll finally start to see some greenery and see price action catch up to fundamentals in the space. That is my thoughts at least! We shall see though :) But yeah, hope you are all doing well my bros! Keep reps-maxxing! And please RT if you enjoyed! :)

Name & Symbol: Grass ($GRASS)
Address: Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

Crypto + Macro Stuff I'm Looking At Today ... - Markets down a bit on tariff stuff but nothing crazy yet... - MegaETH will apparently be doing a points program as their KPI-based TGE looms ahead - Violence/anarchy in Mexico following cartel boss killing - ETHDenver sounds like it was good but a bit subdued compared to prior years - $NVDA earnings report this Wed - PPI inflation data Fri - Bitcoin miner selling continues, with Bitdeer apparently fully exiting its $BTC holdings, selling 1,100+ Bitcoin to fund its AI expansion (h/t my bro @0xSalazar - make sure to give him a follow!) - There was apparently an extremely bullish rule change by the SEC last week that went mostly under the radar (link below) - For airdrops, seeing more talk about tokenless perps projects tradehotstuff and 01Exchange - Also my buddies at AladdinDAO continue to build new liquidation-free perps dex @FX100Perp (link below!) - If $BTC ends February down, it will have been red for 5 months in a row for only the second time in its history - Saw a couple smart friends of mine bullposting $GRASS, so may be worth taking a look at - Also continue to see the same thing with $ZEC - All sorts of drama and contention in Sonic (formerly Fantom) world as far as I can tell - Also BGD Labs leaving Aave continues to spur debate several days after the announcement - US consumer spending levels remain high but personal savings rate plummeting - Lots of debate in macro land about Blue Owl halting redemptions (or not? seems unclear) - Also seeing debate about Coinbase tax stuff and reporting and etc (link below) - CME will apparently offer 24/7 crypto futures + options trading starting May 29 - Lots of talk about the UK restricting VPN use :/ - Top 5 entities by 7-day fee generation in crypto are Tether $USDT, Circle $USDC, Pump $PUMP, Aave $AAVE, and Hyperliquid $HYPE (h/t data from the great DefiLlama!) Conclusion So far we have not seen the big dip I thought the Supreme Court ruling on the tariffs would catalyze... Either way though, that was the last big bearish overhang I was worried about, and it is now past. As a result I will be deploying like crazy over the next two weeks. I want to be absolutely gigalong going into Warsh's replacement of Powell, because I think Warsh coming in and dramatically lowering rates is likely to be what finally catalyzes the long-awaited bull market. Its easy not to appreciate if you're outside the US, but the entire US real estate sector has been basically frozen for four years now, ever since Powell started hiking rates in March 2022. Real estate is like the heart of the entire fiat ponzi in the US, and it being frozen like this has a huge impact on the economy. Re: the above, there is currently $38T in US homeowner equity. Once rates come down and that equity unfreezes and people can begin selling their homes again and more importantly refinancing them and doing HELOC's and etc, I think that money will flow into risk assets like crypto, and we'll finally start to see some greenery and see price action catch up to fundamentals in the space. That is my thoughts at least! We shall see though :) But yeah, hope you are all doing well my bros! Keep reps-maxxing! And please RT if you enjoyed! :)

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

So, apparently, one entity owns 80% of the supply for $PIPPIN, complete supply control. Over the past 90 days, $PIPPIN has flipped... - Pump - Stable - Jupiter - PancakeSwap - Virtuals - Aerodrome - Fartcoin Pretty sure 99% of CT was sidelined from this trade. https://t.co/NQxIkg9D8l

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

So, apparently, one entity owns 80% of the supply for $PIPPIN, complete supply control. Over the past 90 days, $PIPPIN has flipped... - Pump - Stable - Jupiter - PancakeSwap - Virtuals - Aerodrome - Fartcoin Pretty sure 99% of CT was sidelined from this trade. https://t.co/NQxIkg9D8l

Name & Symbol: Pippin ($pippin)
Address: Dfh5DzRgSvvCFDoYc2ciTkMrbDfRKybA4SoFbPmApump

So, apparently, one entity owns 80% of the supply for $PIPPIN, complete supply control. Over the past 90 days, $PIPPIN has flipped... - Pump - Stable - Jupiter - PancakeSwap - Virtuals - Aerodrome - Fartcoin Pretty sure 99% of CT was sidelined from this trade. https://t.co/NQxIkg9D8l

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

There's a trade shaping up for $SYRUP. - AUMs continue to grow despite market conditions ( $4.8b vs. $5.2b ATH). - Outstanding loans grew by 80% over the past 3 months. - Revenue hit another ATH of $2.5m. - Meanwhile, $SYRUP is now down by 65% from its ATHs. They've already crossed $750m in assets on @aave. Revenue continues to grow. 25% of the revenue generated is used to buy back the token. I think $SYRUP is reaching deep value territory. Data: @tokenterminal

Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

There's a trade shaping up for $SYRUP. - AUMs continue to grow despite market conditions ( $4.8b vs. $5.2b ATH). - Outstanding loans grew by 80% over the past 3 months. - Revenue hit another ATH of $2.5m. - Meanwhile, $SYRUP is now down by 65% from its ATHs. They've already crossed $750m in assets on @aave. Revenue continues to grow. 25% of the revenue generated is used to buy back the token. I think $SYRUP is reaching deep value territory. Data: @tokenterminal

Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

.@Morpho is quickly becoming a killer app for RWAs. Over $658m of RWAs deposited. 10/10 is irrelevant when pmf is there. https://t.co/G62gqPKyt6

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

I think one of the aspects that made TradFi so successful was that they were able to abstract the complexities of investing by "bundling" stocks. Crypto hasn't solved this yet. There's a massive gap in products built around index investing, and it matters not just for accessibility but also for the type of capital and investors it attracts. (Patient vs. → The N7 is filling that gap. 7 tokens. Focused on revenue generation, value accrual, and long-term fundamentals. The results since Jan 1, 2026, speak for themselves: - NeoFi -7% ( $MORPHO, $HYPE, $SKY) - BTC -23% - Core DeFi 32% ( $UNI, $CRV, $COMP) - L1 Index -33% ( $ETH, $SOL, $AVAX) - L2 Index -38% ( $ARB, $OP, $STRK) Outperforming across the board during a bear market. That's not luck. That's what happens when a basket is built on fundamentals rather than narrative.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

The first leg for $ETH was ignited by DeFi summer, NFTs, and memes. The second leg for $ETH will be led by institutional capital and tokenized assets, all integrated into core DeFi applications. Ethereum has become the settlement layer for institutional capital Ethereum is the settlement layer for money markets Yet $ETH is still trading at ~$2K There's a massive disconnect between fundamentals and short term price action. You're not bullish enough.

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

the most compelling consumer products in crypto sit at the intersection of finance & entertainment pump, polymarket, & fomo to name a few yet almost all agent products are focused on a single category - namely infrastructure in that sense we're not building @blowfishbot to be just another BANKR we're building an entirely new category of agentic media systems that not only create assets but give them the tools to command attention more to come

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

I don't know if I can even be mad at VCs at this point. Watching some of these ROIs over the past cycle has been downright depressing. I'm more concerned that the lack of performance will drive capital out of the markets. - @ethena ( $ENA) lead Dragonfly, best roi of this list, 23x - @ondo ( $ONDO) lead Pantera Capital, 7x - @SuiNetwork ( $SUI) lead A16z, 4x - @SeiNetwork ( $SEI) lead multicoin, 3x - @AethirCloud ( $ATH) lead Hashkey, 2.9x - @arbitrum ( $ARB) lead Lightspeed, 1.7x - @arkham ( $ARKM) leads Coinbase, 1.3x - @eigencloud ( $EIGEN) lead Blockchain Capital, 0.7x Benchmark return for VCs this cycle? 1X Returns for VCs past cycle at ATHs? 563X - $AVAX was a 366x for Dragonfly - $SOL a 1000x for Multicoin - $AXS a 2000x for Animoca - $EGLD a 1000 for Binance Labs A healthy market needs to be able to speculate on future valuations; speculation appears to be minimal this cycle compared with previous ones.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

I don't know if I can even be mad at VCs at this point. Watching some of these ROIs over the past cycle has been downright depressing. I'm more concerned that the lack of performance will drive capital out of the markets. - @ethena ( $ENA) lead Dragonfly, best roi of this list, 23x - @ondo ( $ONDO) lead Pantera Capital, 7x - @SuiNetwork ( $SUI) lead A16z, 4x - @SeiNetwork ( $SEI) lead multicoin, 3x - @AethirCloud ( $ATH) lead Hashkey, 2.9x - @arbitrum ( $ARB) lead Lightspeed, 1.7x - @arkham ( $ARKM) leads Coinbase, 1.3x - @eigencloud ( $EIGEN) lead Blockchain Capital, 0.7x Benchmark return for VCs this cycle? 1X Returns for VCs past cycle at ATHs? 563X - $AVAX was a 366x for Dragonfly - $SOL a 1000x for Multicoin - $AXS a 2000x for Animoca - $EGLD a 1000 for Binance Labs A healthy market needs to be able to speculate on future valuations; speculation appears to be minimal this cycle compared with previous ones.

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

Crypto + Macro Stuff I'm Looking At Today ... - Brypto is getting massacreted - $BTC at 15 month lows - Total crypto market cap at $2.57T, down from early Oct high of $4.38T - $QQQ at $606.70, down about 5% from ATH's - Tech stonks falling bigly today - Gold and silver pumping again - Michael Saylor's $MSTR down 78% from ATH - USDC issuer Circle $CRCL down 80% from ATH - Vitalik says original L2 conception no longer makes sense as formerly envisioned (nuanced topic though so recommend reading his actual tweets to understand) - SpaceX acquisition of xAI generating all sorts of discussion, Elon getting closer and closer to trillionaire status - Despite all the carnage, a number of defi protocols are doing quite well and posting ATH's in various metrics (such as Maple with monthly revenue) - will link to good post below listing a number of these - 'Coinbase Premium' continues to be negative - JOLTS data comes out today and January jobs data on Friday - Interesting story that AI Agent Launchpad @Clawnch_Bot is hiring a "human CEO" to be the face of the project, mentioning potential 7 figure salary (h/t @redphonecrypto for the interesting RT on this) - Also in that vein, my friends at @protocol_fx are leaning into the agentic economy stuff as well with their stablecoin $fxUSD (will link to new article they published on the subject below) - Similarly, Circle is apparently doing a hackathon just for AI agents(?) - Also continued debate about Moltbook and its significance - MegaETH Mainnet launching on Monday - MetaM*sk integrating with Ondo to allow tokenized stock trading - Kraken launches new 'DeFi Earn' program powered by several defi projects (link below) - Y Combinator announced that startups in its program will now have the option to take their funding in stablecoins - Truflation’s real-time inflation tracker is now under 1% for the US - A smart friend of mine mentioned rumors of another Trump coin dropping soon - Fidelity stablecoin $FIDD goes live - Andre Cronje Flying Tulip project sale currently ongoing (ends Friday) - Something about an $ELIZAOS migration deadline today apparently - Tether introduced Mining OS (MOS), a new $BTC mining infra operating system (also open-source apparently) - Upcoming Cap 'stabledrop' continuing to generate attention as well (will link to more info below) Conclusion Tough times my brothers but as always, nothing worth doing in life is easy... I still firmly believe in crypto, and still believe we will hit a $10T total crypto market cap within the next 2-3 years... I do think we have some more short-term bearishness to come (again, we're still waiting on the Supreme Court ruling on the tariffs too which I think will be short-term negative)... However I really honestly think that as soon as rates are dropped once Warsh replaces Powell things will look up... The US home equity landscape will pretty much instantly unfreeze, and that wealth will begin to flow back into crypto (and stocks)... I am 100% long both right now... with massive $QQQ holdings, long Florida real estate via $JOE, and long varied crypto exposure, including especially via select bags of high quality alts 💪 And if we keep dipping I will add to my long's until I hit 130% net long exposure. Bears and boomers remain takfir and we will begin our ascent to Valhalla soon brothers 🫡

Name & Symbol: elizaOS ($ELIZAOS)
Address: 0xea17df5cf6d172224892b5477a16acb111182478

TLDR: Crypto has evolved beyond speculation into practical infrastructure. Neo finance is eliminating the barriers between blockchain and everyday spending, turning stablecoins into the payment rails that traditional finance never built. This isn't hype, it's inevitable. Crypto has always suffered from an identity crisis. For years, the promise was clear: peer to peer money, no middleman, and a freedom from traditional banking. The reality? Bitcoin became digital gold for speculators. Ethereum became a playground for DeFi degens. And the average person still paid $3.50 to Venmo their roommate for pizza. 2024 changed this entirely. The shift wasn't loud. There were no viral memes or 1000x moonshots driving it. Instead, something far more powerful happened: crypto started to integrate into the products people already use every day. Cash App expanded beyond Bitcoin, letting 50 million active users spend stablecoins like $USDT without knowing what a blockchain is. PayPal introduced $PYUSD to 400 million users for P2P and merchant transactions, no crypto wallet required. Shopify enabled 5 million merchants to accept stablecoins as payment, treating them like any other checkout option. I think this is the tipping point we've been waiting for: crypto seamlessly integrates as infrastructure rather than a lifestyle choice. The Problem TradFi Couldn't Solve Let's rewind to understand why this matters. Before Neobanks like Revolut and Chime, banking was painful. You walked into a branch, filled out paperwork, waited days for transactions to clear, and paid hidden fees for the "privilege" of spending your own money. Banks had zero incentive to improve because they controlled the rails. Then smartphones came and disrupted everything. Suddenly, consumers expected instant gratification. Open an account in minutes → Get paid the same day → Scan a check and have it deposited overnight instead of waiting five business days. Online Banking delivered on this promise, abstracting away the friction and making traditional banks look like relics from another era. But even Online Banks have limitations they couldn't escape: Geo restrictions locked users out. Hidden fees in foreign exchange markups and ATMs. Centralized control means your account can be frozen, limited, or closed without warning. Banks still have 100% custody of your money, and you're at their mercy. Neo Finance is inevitable. It's already disrupting online banks in the same way online banks did to traditional banks. Neo Finance: The Inevitable Next Layer Neo finance isn't reinventing money. It's building the infrastructure that money should have been running on all along. The advantages are structural, not hype driven: Fully self custodial: Your money stays in your wallet. No bank can freeze it, seize it, or decide you're too risky to serve. No geo restrictions: Internet access is the only requirement. No minimum balance. No proof of address. No rejections based on your nationality. Minimal fees: Sending stablecoins costs pennies, not percentages. Cross-border payments that traditionally cost 5-7% now cost fractions of a cent. Instant settlement: Money moves in seconds. No waiting for banks to open. No clearing houses. No middleman banking networks taking their cut. The market has already validated this model. Stablecoins have surpassed $300 billion in supply. @tether alone generates billions in revenue annually. Citi projects the stablecoin market will exceed $1 trillion based on conservative estimates. This isn't speculation anymore. It's infra replacing infra. The Distribution Layer Is Already Live Neo Finance is not just Banking, and is growing across multiple verticals, each solving a different friction point: Onchain Neobanks replicate traditional banking features entirely onchain, with fiat rails and physical cards. Stablecoin native chains purpose built to eliminate gas fees and optimize for payments. Crypto Credit Cards let users spend directly from their wallets without off-ramping through CEXs. Unified liquidity hubs connecting fiat and stablecoins across all currencies with zero friction atomic swaps. Here's a list of projects that have been making this possible. Mantle: Building the First On-Chain Neobank Mantle launched UR Global, an all in one digital asset app that offers full banking features, completely onchain. Users can transact across 7 fiat currencies, available in over 40 countries and growing. The app includes a Mastercard that works anywhere, including places like the Apple Store, which currently does NOT accept crypto directly. Within months of launch, 19,000 users were already treating it like a regular bank, depositing over $10 million. That's not a massive milestone, but it's proof of concept that on-chain banking can compete with traditional offerings. Plasma: The First Stablecoin-Specific Chain @Plasma is the first purpose built stablecoin chain, designed with one goal: make stablecoin transactions better. Its unique feature is zero gas fees for all stablecoin-related transactions. Users on networks like Tron routinely pay $3 or more just to send funds. Plasma eliminates that entirely. They're launching Plasma One, an app designed for payments and transfers while earning yield simultaneously, plus a card that works in over 150 countries. The value proposition is simple: spend like normal, earn while you do it, pay nothing in fees. Codex: Solving the Fiat Junction Problem Fiat on ramps and off ramps have always been the grey area most projects avoid. Licensing is hard. Partnerships are harder. Compliance is a nightmare. @codex_pbc is tackling this pain point, building a unified liquidity hub that connects fiat and stablecoins across all currencies with zero friction atomic off-ramps. If they succeed, they solve one of the industry's hardest problems: making fiat to crypto feel as seamless as Venmo. Wallets Are Becoming Banks The most telling signal isn't new projects. It's how existing crypto infrastructure is evolving. Wallets that were once just for storing assets are now integrating full financial stacks. @phantom launched Phantom Cash, transitioning from a wallet to a full money app. Users hold a stablecoin called CASH with access to a virtual Visa card accepted anywhere Visa works. No need to off ramp via a centralized exchange. You just spend. @MetaMask launched a crypto debit card linked directly to user balances. No annual fees. No maintenance fees for the standard virtual card. Usable anywhere cards are accepted, with cashback on eligible transactions. The numbers tell the story. Crypto cards that processed $100 million per month in early 2023 are now consistently doing close to $2 billion in transactions, that's not peanuts. This trend will only accelerate as infrastructure like @raincards makes it trivial for projects to launch cards. What used to take months of partnerships and compliance work now takes weeks. Why Crypto Debit Is Safer Than Normal Debit Here's what most people miss: Your money is 100% controlled by you. No bank can freeze your account because of algorithmic fraud detection. No hidden fees or maintenance fees. What you see is what you get. You can earn cashback like a normal card, plus yield on your balance instead of letting it sit idle earning nothing. The @EtherFi card does this today. It's a strictly better product, and users are starting to notice. If you want options to choose from, here’s a good comparison: The Stablecoin Creation Explosion Infrastructure improvements aren't just making stablecoins easier to use. They're making them easier to create. Projects like @m0 have made launching stablecoins almost as easy as deploying tokens, while maintaining full collateralization and transparency. M0 sets the rules and smart contracts for backing. Every stablecoin created on M0 must have real collateral, fully on-chain. Think of it as AWS for stablecoins. You don't build the infrastructure from scratch. You build on top of a reliable base layer. Its architecture allows many stablecoins to exist and interoperate. Notable examples include $mUSD from MetaMask and $USDN from @noble_xyz , each serving different purposes and communities. This makes it possible for projects to manage their own branded stablecoin on top of M0, where they customize UX, rewards, use cases, and distribution while the base layer handles security and collateral management. New Models Beyond Fiat-Backed Stables We've also seen growth in stables that go beyond traditional fiat backed or algorithmic designs. Some projects you need to be paying attention to in this sector: CAP ( @capmoney_) uses a decentralized yield engine with operators and shared security networks, similar to restakers, to generate yield while maintaining the peg. Cap already has over $300M in TVL. Ethena's ( @ethena_labs) USDe has climbed into the top three stablecoins by supply, using a delta-neutral strategy to maintain its peg while generating yield for users. $USDe is backed by staked ETH and short perp positions. ETH goes up or down, USDe stays roughly $1. Yield fluctuates with market conditions. In a bull market, yield tends to rise because short perps pay higher funding rates to longs, longs dominate in uptrend markets. In a bear market, yield pays lower because there are more shorts than longs, meaning lower funding rates to capture. The tech isn't just in maintaining the peg. It's in creating sustainable yield without relying on emissions. Removing the Last Barriers to Entry The final piece of the puzzle is UX. For years, crypto's biggest barrier was the onboarding process. Download a wallet extension → Save a seed phrase → Don't lose the seed phrase or you lose everything →Understand gas fees→Figure out which network you're on →Hope you didn't send funds to the wrong address. For normies, this is impossible. @privy_io changes that entirely. Instead of forcing users to create wallets, save seed phrases, or download extensions, Privy lets users onboard with an email or phone number. It completely abstracts blockchain complexity completely and makes interacting with stablecoins feel like using a normal web2 app. This is the Ultimate Unlock. When my mom can send stablecoins as easily as she sends a text message, adoption stops being a question of if and becomes a question of when. This Time Is Different Crypto has promised mainstream adoption for over a decade. Most of those promises were empty. This time is different because the infra is finally ready: Raincard makes launching crypto debit cards trivial. M0 makes creating compliant stablecoins accessible to any project. Privy makes onboarding users frictionless. Stablecoin chains like Plasma eliminate fee friction points. The pieces are coming together. Neo finance isn't a marketing gimmick. It's not a speculative bet on what might happen. It's live infra helping real users solve real problems today. NeoBanking has been growing on every front, addressing complexities and solving real life pain points around fees, speed, and accessibility. It's creating the conditions where crypto finally feels like the mainstream adoption we've been waiting for. With the infrastructure in place and adoption accelerating, Neo Finance is already happening. The question isn't whether this will work. The question is how fast TradFi can adapt before it's completely obsolete. Tagging some friends/data providers that influenced this article: @rektdiomedes @kenodnb @stablewatchHQ @_dexuai @stacy_muur @arndxt_xo @Mars_DeFi @Eli5defi @Hercules_Defi @DefiIgnas @Route2FI @therollupco

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Time is an advantage for intrinsic memes (narrative engineering, cult formation, community growth, etc.) Time is a disadvantage for extrinsic memes (trends fading)

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

The Daily Degen - Friday, January 30th, 2026 Warshes, Launches, Taxes, Houses, Macro, Videos, + New Projects! + $BTC, $ETH, $WOULD, $ENSO, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @leviathan_news (gigabrain livestreams + news-posting) And shout-out to new projects highlighted: @tenbinlabs, @BreakoutApp, @lazydotxyz And please RT/etc to support! Link in next tweet 👇

Name & Symbol: Enso ($ENSO)
Address: 0xfeb339236d25d3e415f280189bc7c2fbab6ae9ef

Buybacks work, but here's the caveat. Buybacks alone? Weak. Buybacks + bullish market? Outperformance. This week: - $HYPE +58% - $PUMP +22% - $FLUID +19% - $JUP +8% - $SYRUP +8% The trend is clear imo: tokenomics + fundamentals momentum win. The future is no longer fat chains but rather super apps generating revenue that will continue to win. Data: @_dexuai

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Extrinsic memes — outside to inside. Intrinsic memes — inside to outside. You’re buying memes that’re dependent on memetics from the outside (eg. tiktok) which always tend to fade (based off trends). Eg. Pnut. We’re buying financial absurdism (memetics that grow intrinsically from the asset and spread outwards). Eg. Spx6900, fartcoin, etc.

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Extrinsic memes — outside to inside. Intrinsic memes — inside to outside. You’re buying memes that’re dependent on memetics from the outside (eg. tiktok) which always tend to fade (based off trends). Eg. Pnut. We’re buying financial absurdism (memetics that grow intrinsically from the asset and spread outwards). Eg. Spx6900, fartcoin, etc.

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

Highest daily user numbers on Pump Fun since Sept 2025. Pump generated nearly $1M over the past 24 hours. Yet $PUMP is down -73% compared to the same timeframe. There's a disconnect here. https://t.co/lu9aUR7TqY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

"ICO season" they said 🤡 I tracked every single 2024 ICO. The results are absolutely brutal: 99% down: GIZA 98% down: OOGA, PLAI 97% down: RDACC 95% down: CORN, MILK Even the "good ones": - TRUST -78% - LAB -65% - CHECK -50% 100% of ICOs down 50%+ from ATH. This isn't 2017. This is a massacre. Only $ZAMA and $NOYA left. Don't say I didn't warn you.

Name & Symbol: LAB ($LAB)
Address: 0x7ec43cf65f1663f820427c62a5780b8f2e25593a

"ICO season" they said 🤡 I tracked every single 2024 ICO. The results are absolutely brutal: 99% down: GIZA 98% down: OOGA, PLAI 97% down: RDACC 95% down: CORN, MILK Even the "good ones": - TRUST -78% - LAB -65% - CHECK -50% 100% of ICOs down 50%+ from ATH. This isn't 2017. This is a massacre. Only $ZAMA and $NOYA left. Don't say I didn't warn you.

Name & Symbol: Intuition ($TRUST)
Address: 0x6cd905df2ed214b22e0d48ff17cd4200c1c6d8a3

My Crypto Narratives Tier List for 2026 These narratives will define this cycle—ranked by conviction. 🧵 S TIER - The Inevitable Prediction Markets Volume hitting ATHs. Integration across media, sports, and politics is accelerating. Watch: @Polymarket, @Kalshi + the UX layer improving access Deep dive: https://t.co/86SAzGOCRz Neo Finance TradFi is merging with onchain rails. The future isn't crypto vs. banks—it's borderless commerce powered by both. The shift: Tokenized commodities, insurance, stocks. Yield-bearing stables. Sustainable yields from actual profitable businesses. Watch: @aave, @re, @codex_pbc, @Plasma, @maplefinance --------------------------------------------------------------------------------------- A TIER - High Conviction Perps On-chain perps vs CEX volume? Still massive room to grow. Exotic perps, tokenized stocks, sustainable revenue models = best performing sector of 2025. The winner so far: $HYPE Can challengers compete? Watching: Lighter, Aster, EdgeX, Ostium, Jupiter Privacy Privacy isn't optional—it's fundamental. Hot take: Lack of native privacy is blocking institutional adoption. Watch: Zcash, Monero, Anoma, RailGun Super Apps Attention alone won't cut it anymore. Retention = integration. @phantom: Stables, prediction markets, perp DEXs—all in-wallet Coinbase: Onboarding millions to Morpho lending The feedback loop is obvious: engagement → fees → growth. Everyone wins. --------------------------------------------------------------------------------------- B TIER - Emerging Momentum Robotics AI funding = hundreds of billions. Crypto-native VCs like Andrew Kang are bullish on decatrillion-dollar potential. Robotics tokens nearing $1B market cap. Still early. Watch: @virtuals_io, @peaq, @Openmind_agi, @Codex_pbc AI Agents We had "AI summer" during the agent token phase, but most were memecoins disguised as utility tokens. The 2026 thesis: Real builders will ship meaningful crypto × AI intersections. Watch: @eigencloud, @Grass, @PrimeIntellect, @Nouns, @Gensyn, @Pluralis, Coinbase x402 BTCFi Bitcoin leads in market cap but lags in TVL due to its limited programmability. OP_CAT unlocks trustless BTC bridging—one of the most important developments for maximalists. If bridging works seamlessly, BTC unlocks DeFi use cases like other L1s. Watch: @Lombard_Finance, @SolvProtocol, @babylonlabs_io Asset Tokenization The most underrated sector. Hockey Stick growth in 2025: $18B TVL (~100% YoY) BlackRock and Franklin Templeton are onchain. Tether Gold and Paxos Gold are gaining traction. Why? Capital efficiency, wider access, faster settlement, lower costs. Watch: @OndoFinance, @Securitize, @centrifuge, @re --------------------------------------------------------------------------------------- C TIER - Stable but Competitive Oracles Chainlink dominates: +50% market share YoY. Expansion beyond DeFi into institutional-grade data. Competing with Bloomberg using crypto-native, low-latency feeds. Watch: @Chainlink, @PythNetwork, @redstone_defi L2s Most hated sector due to token performance. But innovation continues. MegaETH hit 100k TPS = CEX-like UX, enabling apps that couldn't exist elsewhere. Success here could lift the entire L2 category. Launchpads Wherever tokens are created, systems emerge to bring them to life. 2025 innovations: Pumpfun: Killed snipers, simplified creation Legions: Onchain activity-based access MetaDAO: Market-driven project launches Each serves a different purpose. In 2026, we'll likely see more sustainable mechanisms emerge. --------------------------------------------------------------------------------------- D TIER - Show Me GameFi 93% of projects are dead or dying. Retention hasn't worked since Axie. Problem: More focus on tokens than gameplay. Hope: High-performance chains (MegaETH, Monad) enabling UX-first games. Worth watching: @legendtrade, @stompdotgg, @TopStrikeIO Did I miss anything? Let me know 👇

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6