guess who pulled the rug from under you?
Maple's loans outstanding grew 22% YoY while defi market as a whole contracted by 31% YoY It proves market's trust in Maple This π thread from rektdiomedes contains a lot of major points like this Must read and lets drink $SYRUP https://t.co/IBhLvUXKMA
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
The Daily Degen - Saturday, July 11th, 2026 Schemes, Memes, Flips, Dips, Macro, Videos, + New Projects! + $USDT, $ETH, $CASHCAT, $BTC, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @0xpostrich (maxx perps/airdrop alfa) - @QuotableCrypto (most-esteemable crypto quote curation) - @roobzey (insanely based brypto wholesome-poasting) And shout-out to new projects highlighted: @meridiandotxyz, @rain__trade And please RT/etc to support! Link in next tweet π
Name & Symbol: Based ($BASED)
Address: 0x1d28d989f9e3ccb8b15d0cec601734514f958e4d
when rekt says "Take note ya'll!", i note heres my invite to you https://t.co/1kgiHuXTzX referral code- CLR-6504-977A https://t.co/g4qzqC903d
Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c
Following the new and improved investor update call today, $SYRUP holders can read all about the value they hold and how they are benefiting from Maple's growth with the new buyback proposal in MIP-021.
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
Is crypto primarily just an indicator of excess global liquidity right now? And is Robinhood Chain's true ethos wanton degeneracy or suit and tie RWA-maxxing? @alexblocmates, @lazersays, and @Bonecondor discuss... https://t.co/YfE1BRIFI9
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
The stablecoin and RWA traction @HenriArslanian mentions is real. We see it every day on our platform. The bear market just makes it easier to find the people who actually build.
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump is the hotcake ππ
Name & Symbol: The Black Bull ($ANSEM)
Address: 9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
Beautiful to see that Maple now has four earn products and is almost back to ath assets under management Please read through rektdiomedes' entire thread about syrupUSDG $SYRUP maxxing https://t.co/LQ7NjvTv4Q
Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b
Crypto + Macro Stuff I'm Looking At Today ... - Robinhood Chain going live was the big news this week, integrating a number of notable defi projects - Continued criticism of $VVV for launching an equity component - $BTC RSI at 2nd lowest level ever (h/t my bro @TheDeFinvestor) - $QQQ at $712.60 - Oil at $68.78 (still haven't closed short but we're getting closer!) - Aave may be starting a new automated buyback mechanism - Mantle sees OpenstockInc launch bring pre-IPO vaults on-chain - Theo Network launches points program - Claude Fable generating all sorts of excitement (link below) - Uniswap will be deploying on MegaETH - Meta apparently spinning off a cloud business to sell excess compute (kind of reminiscent of what Amazon did back in the day with AWS) - On the Federal Reserve front, both Trump and Hassett made comments this week suggesting Warsh wants to cut rates but is encountering opposition from the rest of the Fed board - thiccyth0t launches Pokemon card project trylastpack - $KAITO making a bit of a comeback (link below) - DefiLlama is hiring for an analyst position - if you are looking for a role somewhere this would be a great one! - Also DefiLlama just opened a 'risk scenario planning' tool for vaults, and a dashboard for those affected by the MiCa stuff and needing a new cex to use in Europe - Morpho raises $175M from Paradigm, a16z, and Ribbit Capital - Drift rebrands to Velocity - dYdX rebrands to acrus_xyz and launches on Robinhood's new chain (anyone else remember the TL battles between dYdX fans vs GMX fans back in 2022/2023? lol good times... (I was always a GMX fan between the two obviously)) - Of the top 20 startups by web traffic founded since 2020, two are crypto ones (Polymarket and AskVenice)... (or three if you count Whop), h/t deedydas - Interesting note from blocmatesnews that Bitcoin has never had both a red June and red July in the same year - Stonks have historically done very well in July as well - $PURR trading at discount to MNAV, h/t andyyy - $ANSEM still getting lots of attention - Irish authorities are apparently selling thousands of Bitcoin right now that they seized from famous Irish drug dealer Clifton Collins (fascinating story) Conclusion Things are getting interesting lads! On the one hand I find it very unfortunate that Warsh is seeing so much opposition from the rest of the Fed board re: cutting rates, if that is indeed what's happening... On the other side though, crypto is so beaten down right now and so far deep in goblintown that honestly I don't think it even needs lower rates to pump higher... If we can just get a moderately accommodative macro environment I think it can 2-3x just based on the fundamentals and the basic up/down pendulum of markets... We've been in a massive downward swing since last October and I would not be surprised if we now start swinging back upward. As always though, only thing we can control is our own actions. So... basically... keep brypto-maxxing and keep working on getting jacked and tan for the $BTC 200k party, but if it doesn't come at least you'll be jacked and tan anyway :) ILY bros LFG πͺ
Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2
Crypto + Macro Stuff I'm Looking At Today ... - Robinhood Chain going live was the big news this week, integrating a number of notable defi projects - Continued criticism of $VVV for launching an equity component - $BTC RSI at 2nd lowest level ever (h/t my bro @TheDeFinvestor) - $QQQ at $712.60 - Oil at $68.78 (still haven't closed short but we're getting closer!) - Aave may be starting a new automated buyback mechanism - Mantle sees OpenstockInc launch bring pre-IPO vaults on-chain - Theo Network launches points program - Claude Fable generating all sorts of excitement (link below) - Uniswap will be deploying on MegaETH - Meta apparently spinning off a cloud business to sell excess compute (kind of reminiscent of what Amazon did back in the day with AWS) - On the Federal Reserve front, both Trump and Hassett made comments this week suggesting Warsh wants to cut rates but is encountering opposition from the rest of the Fed board - thiccyth0t launches Pokemon card project trylastpack - $KAITO making a bit of a comeback (link below) - DefiLlama is hiring for an analyst position - if you are looking for a role somewhere this would be a great one! - Also DefiLlama just opened a 'risk scenario planning' tool for vaults, and a dashboard for those affected by the MiCa stuff and needing a new cex to use in Europe - Morpho raises $175M from Paradigm, a16z, and Ribbit Capital - Drift rebrands to Velocity - dYdX rebrands to acrus_xyz and launches on Robinhood's new chain (anyone else remember the TL battles between dYdX fans vs GMX fans back in 2022/2023? lol good times... (I was always a GMX fan between the two obviously)) - Of the top 20 startups by web traffic founded since 2020, two are crypto ones (Polymarket and AskVenice)... (or three if you count Whop), h/t deedydas - Interesting note from blocmatesnews that Bitcoin has never had both a red June and red July in the same year - Stonks have historically done very well in July as well - $PURR trading at discount to MNAV, h/t andyyy - $ANSEM still getting lots of attention - Irish authorities are apparently selling thousands of Bitcoin right now that they seized from famous Irish drug dealer Clifton Collins (fascinating story) Conclusion Things are getting interesting lads! On the one hand I find it very unfortunate that Warsh is seeing so much opposition from the rest of the Fed board re: cutting rates, if that is indeed what's happening... On the other side though, crypto is so beaten down right now and so far deep in goblintown that honestly I don't think it even needs lower rates to pump higher... If we can just get a moderately accommodative macro environment I think it can 2-3x just based on the fundamentals and the basic up/down pendulum of markets... We've been in a massive downward swing since last October and I would not be surprised if we now start swinging back upward. As always though, only thing we can control is our own actions. So... basically... keep brypto-maxxing and keep working on getting jacked and tan for the $BTC 200k party, but if it doesn't come at least you'll be jacked and tan anyway :) ILY bros LFG πͺ
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
So many suits come into the space, looking to take a piece of USDT, USDC dominance. There is a new one right now. OUSD. With them they bring loads and loads of antiquated ideals and tech. They love to run stuff with EOA, or tiny MSigs. They love to give their yield to their friends, (whom they boost with their tokens) They love when us degen OGs, see their APR and partnerships, and dump our bags in. They love when their lawyers take over their losses (emptying whats left of the treasury) and they can pivot. Just chose something that is transparent and on chain. Were the yield sources are predicable, where there is nothing the the lawyers can even touch. I like @LiquityProtocol $BOLD - and talk about it every day because it's the pinnacle of my points here. but @TrustlessForce has a few ethereum:0xf939e0a03fb07f59a73314e73794be0e57ac1b4e @CurveFinance and base:0x55380fe7a1910dff29a47b622057ab4139da42c5 @protocol_fx probably soon @polarisfinance_ With AI, its pretty easy to see where you money is. (Images for fxUSD). Now it's not perfect, but you can certainly get a picture to start and ask specific qs then. These project support $ETH the asset instead of giving nothing back. These projects allow for actual self custody of your assets. Perhaps you are scared, but you should allocatie some of yoru assets to projects like these
Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099
So many suits come into the space, looking to take a piece of USDT, USDC dominance. There is a new one right now. OUSD. With them they bring loads and loads of antiquated ideals and tech. They love to run stuff with EOA, or tiny MSigs. They love to give their yield to their friends, (whom they boost with their tokens) They love when us degen OGs, see their APR and partnerships, and dump our bags in. They love when their lawyers take over their losses (emptying whats left of the treasury) and they can pivot. Just chose something that is transparent and on chain. Were the yield sources are predicable, where there is nothing the the lawyers can even touch. I like @LiquityProtocol $BOLD - and talk about it every day because it's the pinnacle of my points here. but @TrustlessForce has a few ethereum:0xf939e0a03fb07f59a73314e73794be0e57ac1b4e @CurveFinance and base:0x55380fe7a1910dff29a47b622057ab4139da42c5 @protocol_fx probably soon @polarisfinance_ With AI, its pretty easy to see where you money is. (Images for fxUSD). Now it's not perfect, but you can certainly get a picture to start and ask specific qs then. These project support $ETH the asset instead of giving nothing back. These projects allow for actual self custody of your assets. Perhaps you are scared, but you should allocatie some of yoru assets to projects like these
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
The Daily Degen - Wednesday, July 1st, 2026 Compute, Equity, Novels, Gachas, Macro, Videos, + New Projects! + $CRCL, $OUSD, $VVV, $BTC, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @QuotableCrypto (legendary quote-curator of lore) And shout-out to new projects highlighted: @WaterX_app, @cookieswapapp And please RT/etc to support! Link in next tweet π
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
The Daily Degen - Wednesday, July 1st, 2026 Compute, Equity, Novels, Gachas, Macro, Videos, + New Projects! + $CRCL, $OUSD, $VVV, $BTC, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @QuotableCrypto (legendary quote-curator of lore) And shout-out to new projects highlighted: @WaterX_app, @cookieswapapp And please RT/etc to support! Link in next tweet π
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Follow Rekt's Looking at Today https://t.co/VFENRw2QAs
Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c
Quite excited for Maple post their warehouse facility with Kraken. I will write something more in depth on why this is a big deal for on-chain lending as a sector. But fundamentals are now decoupling heavily from price with 4.6B in AUM and 1.835B in outstanding loans. NIM has compressed due to rates but I think Maple can out grow this. Still remains one of the few DeFi assets I have high conviction in. $SYRUP
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
GM Maple frens π₯π₯ If you've not been keeping up with @maplefinance lately, @rekt just dropped a great highlight covering one of Maple's biggest milestones yet. It breaks down how Maple and @krakenfx launched the first onchain institutional-grade warehouse credit facility, why it's a major step for institutional lending, and how it brings a piece of traditional credit infrastructure fully onchain. If you're interested in where institutional DeFi is heading and why Maple continues to lead that conversation, it's definitely worth the read. Go check it out π
Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c
Crypto + Macro Stuff I'm Looking At Today ... - $JITO and $CAP are both up over 30% today as far as bright spots go - Crypto now down over 50% overall from previous ATH though - Bunch of other stuff down big too actually... $COIN down 69%, $NFLX and $PLTR down over 40%, $MSFT and $META both down over 30%, and $NVDA, $AMZN, and $GOOG all down over 15% - Also gold is down 20% from previous ATH's and silver is now down 44% - Jumper has launched private swaps across 15+ chains (I like Jumper - is my most used crypto app alongside DefiLlamaSwap actually) - Kraken talking about taking an equity stake in $AAVE - Also Stani talking about allowing tokenized stocks as collateral on Aave - Craziest stat of the day IMHO - the averageΒ US family health insurance premium is now $27k (h/t charliebilello)- THAT IS $27,000 PER YEAR- - Again, the above is imho the wildest stat in the entire economic world right now, but is getting hardly any attention... it is absolutely nuts though and I don't see how it continues... and obviously there's different ways it shakes out but in the end I think they all end up causing massive debasement... is a huge, huge problem... - Polymarket third-party provider suffers $3M breach - Variational generating lots of excitement among airdrop enthusiasts - I could be wrong but seems to me to be the most anticipated tokenless perps dex currently (link below) - Also excitement around tokenized equities points programs with xStocks and Fluxion (link below as well) - Gavin Newsom calls for new national billionaires tax, and apparently a one time 5% billionaire tax is going to be on the ballot in California this November - Binance shutting down operations in a number of EU countries (due to regulatory obstacles, etc) - South Korean stock market was halted today after 8% drop - Something going on with Gnosis Dao Treasury redemption stuff (link below) - New crypto app called '@ fomo' just raised $75M - Story $IP chain announces shut down of its current form and a 100% pivot to AI, becoming The Data Foundation and $DATA - OpenAI may push its IPO back to 2027 - Micron $MU up 268% on the year and currently the most traded stock in the US - Bitgo to cut 15% of staff - The supply of new homes in the US crossed above 10 months worth of inventory recently, the first time its crossed that point since 2022 (has been slightly under 10 months since then), which in turn was the first time since 2009 (and way, way above historical average over last few decades - further evidence IMHO that rates are way too high) Conclusion Is a weird time economically and in markets right now... I think the actual folks on the ground in the US and most other countries are really hurting... Like I have 100's of good IRL friends age 18-50 (mostly from BJJ and Muay Thai + neighbors I talk to regularly + old friends all over the country) and I don't know any who are really killing it right now, the way I did back in 2021 for instance or 2016 or etc... and I know a lot who are really struggling intensely... But at the same time the stock market just surges perpetually higher on the back of the whole passive flows 401k ponzi (+ foreign investment as US becomes the 'global stock market').. And the cost of food, health insurance, and other such a stuff just goes ever higher as well... Its hard to imagine an actual legit 'recession' occurring though just because stocks keep going so much higher- ie there's basically too much debasement and money sloshing around for an old-school 'recession' to take place... But at the same time things are quite bleak in all sorts of other ways... So yeah, could either see Warsh/Bessent/Trump cutting rates and lighting a fire under the economy and things heating up again, or things just getting slowly worse, with sentiments among the populace to match... until the 2028 election when we will enter some new paradigm or another most likely... But yeah - Only thing you can control is your own massive daily action anon... Enter that cave and slay that mf dragon πͺπ«‘
Name & Symbol: Cap ($CAP)
Address: 0x99991c6aabba5a096f24f250b73580f5179b9999
Crypto + Macro Stuff I'm Looking At Today ... - $JITO and $CAP are both up over 30% today as far as bright spots go - Crypto now down over 50% overall from previous ATH though - Bunch of other stuff down big too actually... $COIN down 69%, $NFLX and $PLTR down over 40%, $MSFT and $META both down over 30%, and $NVDA, $AMZN, and $GOOG all down over 15% - Also gold is down 20% from previous ATH's and silver is now down 44% - Jumper has launched private swaps across 15+ chains (I like Jumper - is my most used crypto app alongside DefiLlamaSwap actually) - Kraken talking about taking an equity stake in $AAVE - Also Stani talking about allowing tokenized stocks as collateral on Aave - Craziest stat of the day IMHO - the averageΒ US family health insurance premium is now $27k (h/t charliebilello)- THAT IS $27,000 PER YEAR- - Again, the above is imho the wildest stat in the entire economic world right now, but is getting hardly any attention... it is absolutely nuts though and I don't see how it continues... and obviously there's different ways it shakes out but in the end I think they all end up causing massive debasement... is a huge, huge problem... - Polymarket third-party provider suffers $3M breach - Variational generating lots of excitement among airdrop enthusiasts - I could be wrong but seems to me to be the most anticipated tokenless perps dex currently (link below) - Also excitement around tokenized equities points programs with xStocks and Fluxion (link below as well) - Gavin Newsom calls for new national billionaires tax, and apparently a one time 5% billionaire tax is going to be on the ballot in California this November - Binance shutting down operations in a number of EU countries (due to regulatory obstacles, etc) - South Korean stock market was halted today after 8% drop - Something going on with Gnosis Dao Treasury redemption stuff (link below) - New crypto app called '@ fomo' just raised $75M - Story $IP chain announces shut down of its current form and a 100% pivot to AI, becoming The Data Foundation and $DATA - OpenAI may push its IPO back to 2027 - Micron $MU up 268% on the year and currently the most traded stock in the US - Bitgo to cut 15% of staff - The supply of new homes in the US crossed above 10 months worth of inventory recently, the first time its crossed that point since 2022 (has been slightly under 10 months since then), which in turn was the first time since 2009 (and way, way above historical average over last few decades - further evidence IMHO that rates are way too high) Conclusion Is a weird time economically and in markets right now... I think the actual folks on the ground in the US and most other countries are really hurting... Like I have 100's of good IRL friends age 18-50 (mostly from BJJ and Muay Thai + neighbors I talk to regularly + old friends all over the country) and I don't know any who are really killing it right now, the way I did back in 2021 for instance or 2016 or etc... and I know a lot who are really struggling intensely... But at the same time the stock market just surges perpetually higher on the back of the whole passive flows 401k ponzi (+ foreign investment as US becomes the 'global stock market').. And the cost of food, health insurance, and other such a stuff just goes ever higher as well... Its hard to imagine an actual legit 'recession' occurring though just because stocks keep going so much higher- ie there's basically too much debasement and money sloshing around for an old-school 'recession' to take place... But at the same time things are quite bleak in all sorts of other ways... So yeah, could either see Warsh/Bessent/Trump cutting rates and lighting a fire under the economy and things heating up again, or things just getting slowly worse, with sentiments among the populace to match... until the 2028 election when we will enter some new paradigm or another most likely... But yeah - Only thing you can control is your own massive daily action anon... Enter that cave and slay that mf dragon πͺπ«‘
Name & Symbol: Story ($IP)
Address: 0x4d6394bc3031f751edce368c189b0e060b527107
Aerodrome $AERO has been generating lots of excitement of late... And is a rare beacon of outperformance amidst this overall goblintownery... With the AERO/BTC ratio up over 42% in the last two weeks... - @patfscott and @defidave interview @wagmiAlexander about it below: https://t.co/twwsIOWRjb
Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631
The Daily Degen - Wednesday, June 24th, 2026 Drops, Stops, Airdrops, Sovereignty, Macro, Videos, + New Projects! + $ETH, $RE, $NEAR, $AERO, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (relentlessly locked-in perps/airdrop alfa) - @0xLouisT (wicked smart crypto archmage) And shout-out to new projects highlighted: @Meanwhile_cash, @PropellerSwap And please RT/etc to support! Link in next tweet π
Name & Symbol: Re Protocol ($RE)
Address: 0x526526528f35ac738177003b8773b402b8df8143
The Daily Degen - Wednesday, June 24th, 2026 Drops, Stops, Airdrops, Sovereignty, Macro, Videos, + New Projects! + $ETH, $RE, $NEAR, $AERO, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (relentlessly locked-in perps/airdrop alfa) - @0xLouisT (wicked smart crypto archmage) And shout-out to new projects highlighted: @Meanwhile_cash, @PropellerSwap And please RT/etc to support! Link in next tweet π
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
The Daily Degen - Wednesday, June 24th, 2026 Drops, Stops, Airdrops, Sovereignty, Macro, Videos, + New Projects! + $ETH, $RE, $NEAR, $AERO, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (relentlessly locked-in perps/airdrop alfa) - @0xLouisT (wicked smart crypto archmage) And shout-out to new projects highlighted: @Meanwhile_cash, @PropellerSwap And please RT/etc to support! Link in next tweet π
Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631
@syrupsid view of competition isnβt other crypto protocols, itβs Ares, KKR, Blackstone, the actual giants of private credit. His reasoning is that those firms arenβt built to lend in stablecoins or accept tokenized collateral and thatβs not something they patch with an update, their entire infrastructure was built for a different era. Meanwhile RWAs are accelerating fast, funds, real estate, mortgage-backed bonds, tokenized stocks, HELOCs and Maple is already configured to lend against all of it as it comes onchain. He also makes the point that regulation had basically frozen innovation in TradFi, more capture, not better products and blockchain is now forcing real competition back into finance, trading oil futures on Hyperliquid on a Sunday being a good example of that shift. His closing thought is that real widespread adoption wonβt be obvious until it actually disrupts the hedge fund and asset manager business model itself, not before that. Go through the thread below by @rektdiomedes stay syrUPβd π₯ π₯
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
Tokenized equities didnβt grow across every chain equally. They moved toward one chain: Solana. Last month, roughly $1B of tokenized equities traded onchain. In June 2025, that number was around $7M . Thatβs a big change tbh, but the more useful point is how the volume moved. In June 2025, activity was still split across a few chains: - Gnosis: $3.25M - Avalanche: $1.68M - Solana: $1.34M - Base: $1.14M Then @xStocksFi launched on Solana that same month, and most of the new activity started forming there. Not through one random spike. The volume kept building month after month. Today, @solana handles around 95-97% of onchain tokenized equity volume. @Raydium alone has crossed $2B in cumulative volume. The speed matters: - first $1B took around nine months - second $1B took around two months That usually means liquidity is becoming easier to reuse. More assets, more users, tighter venues, and better habit formation. The market is now mostly shaped by two models: xStocks and Ondo Global Markets. xStocks is the retail side: - Solana-based - easy to access - active on DEXs - used more like a trading product Ondo is the institutional side: - mint and redeem using real Nasdaq prices - more structured - closer to regulated market infrastructure - built for users who care more about clean access than fast trading So tokenized equities are not really one market yet. Theyβre splitting into two paths. One path is retail users buying exposure to names like Tesla, Nvidia, and Circle through crypto rails. The other path is institutions trying to move public equities onchain without breaking the rules around custody, pricing, settlement, and shareholder rights. The retail path is easier to see first cuz the use case is simple. You can buy fractional exposure to a U.S. stock with USDT, outside normal market hours, without going through the usual brokerage friction. Imo thatβs the practical value here. Tokenized equities make U.S. market access feel closer to how crypto already works: always open, fractional, and easier to move around. The regulatory side is also moving, but slower. The SEC has approved a Nasdaq framework for certain tokenized securities to trade inside the existing market structure, with the same order book, same CUSIP, and shareholder rights where eligible. Itβs not fully live at scale yet. But if that model works, the market changes from synthetic stock exposure to something closer to the actual stock moving onchain. Solana got the first clear lead through retail trading. The next question is whether Ondo can turn tokenized equities into institutional infra, not just another product people trade on DEXs.
Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3
The Daily Degen - Sunday, June 21st, 2026 Devs, Debates, Tickers, Airdrops, Macro, Videos, + New Projects! + $BTC, $RE, $EIGEN, $ETH, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (perps + airdrop brainiac) - @CryptoRick98 (overall brypto gigachad) And shout-out to new projects highlighted: @Zerg_App And please RT/etc to support! Link in next tweet π
Name & Symbol: Re Protocol ($RE)
Address: 0x526526528f35ac738177003b8773b402b8df8143
The Daily Degen - Sunday, June 21st, 2026 Devs, Debates, Tickers, Airdrops, Macro, Videos, + New Projects! + $BTC, $RE, $EIGEN, $ETH, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (perps + airdrop brainiac) - @CryptoRick98 (overall brypto gigachad) And shout-out to new projects highlighted: @Zerg_App And please RT/etc to support! Link in next tweet π
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
Another banger as usual rekt π₯ Most people still see crypto as tokens. The real transformation is the financial infrastructure underneath. Faster settlement. Global access. Transparent markets. Programmable assets. Thatβs why protocols building real businesses onchain matter
Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c
The Daily Degen - Saturday, June 20th, 2026 Bears, Bonds, Buybacks, Bounces, Macro, Videos, + New Projects! + $ETH, $XPL, $BTC, $EIGEN, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @Nomaticcap (defi poasting + podcasting extraordinaire) - @pahueg (S-Tier of S-Tier macro/crypto YT channel) - @_alfiekerswell (hardcore macro gigabrainage) And shout-out to new projects highlighted: @EZManagerCL And please RT/etc to support! Link in next tweet π
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
The Daily Degen - Saturday, June 20th, 2026 Bears, Bonds, Buybacks, Bounces, Macro, Videos, + New Projects! + $ETH, $XPL, $BTC, $EIGEN, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @Nomaticcap (defi poasting + podcasting extraordinaire) - @pahueg (S-Tier of S-Tier macro/crypto YT channel) - @_alfiekerswell (hardcore macro gigabrainage) And shout-out to new projects highlighted: @EZManagerCL And please RT/etc to support! Link in next tweet π
Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0
Why be bullish on building onchain credit / FX / liability markets if you already know the underlying tech is superior to TradFi? In short: Because the room to grow is massive. Forex TradFi: ~9.6T USD in daily FX volume Onchain: <0.1% of that @CurveFinance ($CRV) β main platform for stablecoin routing and FX pools @fraxfinance ($FRAX) β engineered $frxUSD, a USD stablecoin for payments and FX, with pairs on @Ethereum & @0xPolygon against major nonβUSD stablecoins Credit Offchain: ~100T+ USD in outstanding credit (traditional loans across banks & markets) Onchain: ~25B USD in active onchain credit today @aave ($AAVE) β core onchain credit facility @protocol_fx ($FXN) β much smaller than aave but known for no hard liquidations (highly interesting PMF) Liability Offchain: ~2T+ USD global private credit market (AUM) Onchain: ~15B USD in tokenized / private credit liabilities @maplefinance ($SYRUP) β institutional private onchain credit infrastructure The onchain versions of these major categories barely exist compared to TradFi. Thatβs exactly why these gaps might be some of the biggest asymmetric opportunities in crypto and theyβre still open for anyone to position into. Stablecoins.
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
The Daily Degen - Monday, June 15th, 2026 Spikes, Cards, Exploits, Airdrops, Macro, Videos, + New Projects! + $AERO, $HYPE, $BTC, $ZEC, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (gigabrain perps + airdrop poaster) And shout-out to new projects highlighted: @SharcBay And please RT/etc to support! Link in next tweet π
Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631
The Daily Degen - Sunday, June 14th, 2026 States, Rates, Debates, Tickers, Macro, Videos, + New Projects! + $EIGEN, $PUMP, $VVV, $UNI, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @supercyclepod (good podcast for crypto/AI fans) - @muarmemuar (expert perps + airdrop brainiac) And shout-out to new projects highlighted: @Igra_Labs, @AFX_XYZ And please RT/etc to support! Link in next tweet π
Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
The Daily Degen - Sunday, June 14th, 2026 States, Rates, Debates, Tickers, Macro, Videos, + New Projects! + $EIGEN, $PUMP, $VVV, $UNI, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @supercyclepod (good podcast for crypto/AI fans) - @muarmemuar (expert perps + airdrop brainiac) And shout-out to new projects highlighted: @Igra_Labs, @AFX_XYZ And please RT/etc to support! Link in next tweet π
Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
Boosted APR of up to 15% for a limited time! Access MegaETH DeFi with a single-click via the RockSolid MegaETH USDm vault. One-click USDC deposits from mainnet. USDm exposure via Aave generating ~5%. Plus an APR boost from bonus USDC per day. The USDC will be added to the vault each day. Depositors in the vault will automatically receive their pro-rata share of those incentives (no need to claim). The earlier you deposit, the greater your share of the incentives! As MegaETH DeFi expands, we'll diversify TVL into the best risk-adjusted yield. Staying on top of what's live, what's safe, and where the yield is, that's our job. Deposit once. We do the rest.
Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099
Mantle's RWA ecosystem is doing something most chains aren't, and very few people tracking this space have noticed yet. The $247.5M TVL with 27.4% qoq growth is only half the story. The more interesting part is how it's built. Most RWA plays on L2s look like this: one dominant issuer, one asset class, one narrative. @Mantle_Official 's running three simultaneously across three completely different real-world asset categories, and that architectural decision is what makes this worth paying attention to. Mantle Index 4 ($126.9M TVL): think crypto S&P 500, except smarter than what TradFi would build. Instead of just holding spot BTC/ETH, MI4 wraps the yield-bearing versions: - mETH: ETH staking yield - bbSOL: SOL staking yield - sUSDe: funding rate arbitrage So you're getting crypto beta and native DeFi yield inside a traditional fund structure. That combination doesn't exist in TradFi, and that's kind of the whole point. Securitize built the tokenization rails, Mantle Treasury put up $400M as anchor. This wasn't a small commitment. syrupUSDT by @maplefinance ($90.1M TVL): overcollateralized institutional credit, over $17B in cumulative originations, zero lender losses. The ERC-4626 structure means it plugs into any DeFi protocol without custom work, which is exactly why it spread so fast. When Aave listed it as collateral at 90% LTV, the $50M cap filled in hours. I honestly didn't expect it to move that fast. The loop people are running: - Deposit USDT β mint syrupUSDT (5.5-6% base yield) - Post syrupUSDT as Aave collateral at 90% LTV - Borrow USDT against it and repeat It went from yield instrument to leverage primitive overnight. That's a proven composability story, not just a promising one. @xStocksFi by @BackedFi ($712K TVL on Mantle, early): tokenized equities on Mantle, structured across Jersey and Switzerland under the Swiss DLT Act, with Kraken's December acquisition making the long-term infrastructure picture a lot cleaner. The current lineup: - Single stocks: TSLAx, NVDAx, AAPLx, METAx, GOOGLx, MSTRx, HOODx, CRCLx - ETFs: SPYx (S&P 500), QQQx (Nasdaq 100) Bybit's CEX-to-chain rails are what most people are sleeping on here. That distribution flywheel between the world's second largest exchange and Mantle's DeFi ecosystem isn't something most L2s can replicate. xStocks crossed $25B in transaction volume and $1B aggregate market cap globally by March 2026. The product has proven itself, it's just early on Mantle specifically. Here's what's overlooked in most RWA coverage. No other Ethereum L2 has institutional credit, a tokenized crypto index, and tokenized equities all live simultaneously at meaningful scale. The competition isn't really doing the same thing: - Arbitrum: 2,000+ RWA assets but fragmented across dozens of small issuers with no coherent single-chain narrative - Base: growing retail distribution via Coinbase rails, not DeFi composability - Stellar: going deep on TradFi compliance, a fundamentally different model altogether Mantle's building the full stack and betting that composability does the rest. The Bybit rails, ZK settlement for compliance-sensitive issuers, and a $2.4B treasury that actually convinces institutional issuers to show up rather than deploy elsewhere. Blockstreet's integration should deepen xStocks liquidity meaningfully, more tokenized funds are coming, and the AI agent angle is genuinely underrated. As agents need programmable yield-bearing collateral to operate autonomously, this stack starts looking less like a financial product and more like critical infrastructure. Most chains are building one asset class. Mantle's building the venue. h/t: @MessariCrypto for the Q1 2026 snapshot.
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
β’ Always humbled + honored to get featured in this epic newsletter... β’ A great @zerototom quote, along with a healthy dose of significantly valuable market alpha... β’ Essential subscription: @thedailydegenhq
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed
Crypto + Macro Stuff I'm Looking At Today ... - Stonks rebound as Iran pinball pings back to other side - $QQQ at $716 (ATH was last Tue at $746) - Crypto bounces a bit too - MSTR and STRC shareholders have approved shifting dividends to semi-monthly, which Saylor fans seem to be quite bullish about - $ZEC rebounds 50% - CPI (inflation) report comes out tomorrow - Next Wed is Warsh's first FOMC Meeting - Interesting statement re: the above from Kevin Hasset- who was almost Fed Chair but got some other high-ranking post in Trump admin instead, who commented that "I think that there's been plenty of room for a rate cut lately and now we've got a new guy in town at the Fed who hopefully is going to be able to get things to be seen that way." - CapApp token auction and TGE (more info below) - SBF formally requests a pardon from President Trump - Bybit introduces SpaceX trading ahead of IPO, in concert with xStocks and Kraken - ETHConf (Ethereum Conference) in NYC starts today - Continued excitement about variable_io (link below), which seems to be the leading tokenless perps dex right now (though I like Ostium alot too, surprised it doesn't get a bit more attention comparatively) - Chatter about crypto-adjacent scammers in Dubai apparently being arrested and tortured by law enforcement - Solana and Pyth Network teased a big announcement for Wednesday - Excitement among $HYPE fans that extremely popular macro commentator Citrini just highlighted them quite positively in his latest report - Also Hyperliquid-related... Kinetiq Launch launches on Wed - MetaMask is apparently launching an 'Agent Wallet' for AI trading - For chains, both Ink (#13 by TVL) and ENI (#21 by TVL) have been absolutely surging, h/t DefiLlama - For protocols, Sablier shot way up in TVL and is now the 4th largest protocol by TVL if data is accurate - Top entities by revenue remain Tether and then Circle, with HYPE and PUMP always high too... also Canton is #4 on this list over the last 7 days - Interesting stat from Charlie Bilello that the top 3 real estate markets in the US from a total buyers vs total sellers perspective right now are 1) Miami, 2) Nashville, and 3) Austin Conclusion That is everything lads! Let me know what I missed and please RT if you enjoyed! Market might be bleak but things can change insanely fast in crypto - could be back to full-on green candles and degeneracy much quicker than anyone is anticipating :)
Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn
.@Mantle_Official isn't trying to be another general-purpose L2. The thesis: be the distribution layer for onchain finance, anchored by a $2.4B treasury. In Q1 2026, RWA TVL grew 27.4% QoQ to $247.5M as that strategy started showing up in the numbers. https://t.co/2QWNuAB8Nd
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
Here's your Crypto Watchlist for the Week: $AAVE - rsETH markets fully restored May 26. Babylon BTC vault temp check live in governance. Aave V4 Avalanche deployment proposed May 28 with $15M in incentives and a dedicated RWA hub. Arc integration temp check filed May 29. A lot moving here at once. $PENDLE - CLARITY Act has a July 4 signing target. Passive yield protocols paying APY just for holding are in the regulatory crosshairs. Pendle's fixed-rate yield market is the only live infrastructure that isn't. sPENDLE staking went from 20% to 57.9% since January. $ONDO - Same CLARITY Act trade as Pendle, but at the infrastructure layer. Tokenized T-bill rails for compliant onchain fixed income at a $1.75B mcap and -83.2% ATH. $RAIL - Closest to ATH on this list at -46.8%. $336K in protocol fees last month, 35% more than Tornado Cash at 2.3% of ZEC's market cap. Circle just had $12.6M in USDC frozen by court order inside Zama's cUSDC this week. Onchain censorship isn't a hypothetical anymore. $ETHFI - 70K active cards, $2M in daily card spend, still priced as a restaking protocol at -95.6% ATH. $HYPE - $60.6M in fees this month, 89.8% returned to holders, -2.6% from ATH, the only protocol on this entire list basically at all-time highs while paying out at this rate. $EIGEN - $7.7M unlock this week, 4.96% of float. Highest float impact on the unlock list. $TRUMP - $12.7M unlock, 2.66% of float. No protocol fundamentals to absorb it. $WLD - $13.2M unlock, 1.18% of float, and I still haven't seen a product update. $BABY - $1.0M unlock this week, 2.05% of float; the same week Babylon's BTC vault temp check is live in Aave governance. A headwind and a catalyst in the same window. Macro - Powell farewell speech Monday, then NFP May jobs report Thursday 8:30 am ET. Strong jobs numbers = risk-off = TVL pressure. Watch how $BTC reacts at open. Anything else I should be watching this week?
Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3
The Daily Degen - Friday, May 29th, 2026 Airdrops, Alfa, Canucks, Buildouts, Macro, Videos, + New Projects! + $HYPE, $STRC, $BTC , $SLX , and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @0xTakeProfits (gigachad brypto-poaster) And shout-out to new projects highlighted: @Tangent_fi, @altdotfun, @TemplFun And please RT/etc to support! Link in next tweet π
Name & Symbol: Solstice ($SLX)
Address: 0x02bcc4c181b83a8c0a342bc003389cbecb4bc54d
The Daily Degen - Monday, May 25th, 2026 Holidays, Deals, Airdrops, Wisdom, Macro, Videos, + New Projects! + $ETH, $ZEC, $BTC, $SLX, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @OG_Branxi (giga locked-in airdrop expert) - @UnQuidPro (founder) And shout-out to new projects highlighted: @AquaFluxPro, @BTCDOfficial And please RT/etc to support! Link in next tweet π
Name & Symbol: Solstice ($SLX)
Address: 0x02bcc4c181b83a8c0a342bc003389cbecb4bc54d
Nice thread from rektdiomedes again, we love Maple sweet $SYRUP https://t.co/mJONURcdbP
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
This is the kind of momentum we love seeing. Loan growth = revenue growth = more allocations to the Syrup Strategic Fund. Super bullish for the whole ecosystem. More volume means more revenue, which means stronger returns and bigger value flowing back to $SYRUP holders. Maple is cooking. You don't want to miss out. Lock in Now.
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
Top revenue generating lending protocols with their last 365 days revenue: 1/Aave V3, revenue~ $125.3M 2/Kamino Lend, $14.0M 3/Maple, $12.1M Expect Mapleβs market share to grow significantly as syrupBTC approaches launch, following the success of syrupUSDC/syrupUSDT https://t.co/AgpFoYDmr8
Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
This is the day I was waiting for with a hugely positive announcement exactly on Bitcoin Pizza Day (or syrupBTC Pizza Day!). syrupBTC is @maplefinance's upcoming Bitcoin yield product. After months of legal proceedings, it is finally free to launch. Context: Early 2025, Maple partnered with Core Foundation to co-develop lstBTC, a liquid-staked Bitcoin product. The partnership gained real traction before breaking down over a disputed exclusivity clause. A Cayman Islands court injunction blocked syrupBTC's launch, with proceedings running for six months. Full and final settlement: All claims released. No admission of liability by either party. syrupBTC can now proceed. The product: syrupBTC sits in the same family as syrupUSDC and syrupUSDT. Maple's yield-bearing dollar assets, integrated with Spark, Morpho, Fluid, Aave, Kamino, and Pendle, have seen billions in allocations thanks to strong composability. syrupBTC will apply the same architecture: Deposit BTC β receive a tokenized yield-bearing position β use it across DeFi. The yield is the foundation. The token enables composability. Composability drives compounding. Built by Maple: - Over $20B in loans processed - Credit infrastructure stress-tested through cycles, exploits, and redemptions - Strong cross-chain momentum for syrup assets - $SYRUP now on Revolut, accessible to 70M+ users in the UK and EU syrupBTC is Maple's proven credit and custody infrastructure extended to Bitcoin. The legal overhang is gone. Now it's about how quickly the market prices in the opportunity.
Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2
This is the day I was waiting for with a hugely positive announcement exactly on Bitcoin Pizza Day (or syrupBTC Pizza Day!). syrupBTC is @maplefinance's upcoming Bitcoin yield product. After months of legal proceedings, it is finally free to launch. Context: Early 2025, Maple partnered with Core Foundation to co-develop lstBTC, a liquid-staked Bitcoin product. The partnership gained real traction before breaking down over a disputed exclusivity clause. A Cayman Islands court injunction blocked syrupBTC's launch, with proceedings running for six months. Full and final settlement: All claims released. No admission of liability by either party. syrupBTC can now proceed. The product: syrupBTC sits in the same family as syrupUSDC and syrupUSDT. Maple's yield-bearing dollar assets, integrated with Spark, Morpho, Fluid, Aave, Kamino, and Pendle, have seen billions in allocations thanks to strong composability. syrupBTC will apply the same architecture: Deposit BTC β receive a tokenized yield-bearing position β use it across DeFi. The yield is the foundation. The token enables composability. Composability drives compounding. Built by Maple: - Over $20B in loans processed - Credit infrastructure stress-tested through cycles, exploits, and redemptions - Strong cross-chain momentum for syrup assets - $SYRUP now on Revolut, accessible to 70M+ users in the UK and EU syrupBTC is Maple's proven credit and custody infrastructure extended to Bitcoin. The legal overhang is gone. Now it's about how quickly the market prices in the opportunity.
Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
Great news for Maple defi: Number of its dollar asset holders has crossed 10k syrupUSDC ~ 7957 holders syrupUSDT ~ 2048 holders total ~ 10,005 holders source- RWA. xyz https://t.co/mJIgIX6DDa
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
Maple Finance is scaling the distribution of its product offerings. syrupUSDC/T and SYRUP are being pushed across chains, apps, venues, and integrations, making institutional lending yields easier to access. 5 recent moves that show the strategy π https://t.co/C3xRXncCvR
Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66
The Daily Degen - Sunday, May 17th, 2026 Earnings, Firesides, IPO's, Airdrops, Macro, Videos, + New Projects! + $VVV, $AERO, $HYPE, $UNI, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @muarmemuar (perps + airdrop expert) - @eth_milano (pre-eminent Italian crypto conference from some very good friends of ours, coming up this week May 21-22!) - @OG_Branxi (gigabrain airdrop + defi poster) And shout-out to new projects highlighted: @cubee_ee And please RT/etc to support! Link in next tweet π
Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed