August was the month Mantle became more than a place for global assets to land. We built a new home for global capital markets, then brought more of them to Mantle. Tokenized equities, stablecoins, institutional-grade yield, and more, all part of $800M+ in assets now moving on Mantle, towards a more open, borderless financial system. Here's everything we shipped: 1) Launched our vision and new home at https://t.co/YJ93dzdZII, evolving from the distribution layer to the open financial network powering borderless access to global capital markets. 2) $GROVE by @grovedotfinance went live on Mantle via @Bybit_Official's deposit and withdrawal support, bringing asset-backed credit onto the open financial network. 3) Initiated our latest DeFi Vault on @Fluxion_network with Grove Finance and @CIAN_protocol, providing millions access to RWA yield with stablecoins on Mantle. 4) Kickstarted Mantle DeFi Vault's incentive program with 5.14M $GROVE, boosting yield up to 10%, alongside a Fluxion Points campaign, co-built with @merkl_xyz. 5) Mantle's public data dashboard integrated on @Blockworks, tracking financials, tokenized assets, and DeFi activity in real time. 6) Total asset value on Mantle crossed $800M, up 54% YTD, per @Blockworks, reflecting the growing breadth of capital moving onchain across six asset classes, from tokenized equities to stablecoins. 7) Mantle crossed $2.2B in inbound @USDT0_to, now a top 7 destination chain. 8) $JMKEx, @xStocksFi's tokenized equity of @jerseymikes, went live on @Fluxion_network days after the largest US consumer IPO of 2026. 9) @Fluxion_network integrated @RWAlpha_AI’s income strategies on Mantle, bringing AI and memory supercycle index funds, yield stacking, and tokenized asset trading and LPing into one place. 10) $MOE by @MerchantMoe_xyz staking APR crossed 11%, offering one of the highest staking yields on Mantle. Other Ecosystem Updates: 11) Over 1 million ETH has now been staked into @mETHProtocol since launch. 12) @xStocksFi now supports 700+ tokenized assets onchain and crossed $750M in total tokenized AUM. 13) @OpenstockInc settled its first onchain IPO vault after the $9.3M Zhongji Innolight deployment. 14) @LayerZero_Core launched ATLAS, a headless exchange built on Zero to power the next generation of global markets. 15) @maplefinance completed its first $SYRUP buyback under the new rules-based framework. 16) @USDT0_to hit over 1,000,000 transactions, with $106B+ moved through $USDT0. 17) @aave V4 crossed $800M in deposits. 18) @TreehouseFi's TIP 14 is live for voting, proposing to expand the $tETH strategy to @Compound_xyz V3. 19) @grovedotfinance introduced the Seeds Program for active GROVE holders to participate in governance. 20) @3janexyz's USD3 holders accrued $1.2M+ in yield as TVL grew from $20.6M to $75M. 21) @chainlink's $LINK listed on Charles Schwab, the largest U.S. Brokerage, via Schwab Crypto. 22) @birdeye_so introduced a new RWA Dashboard tracking tokenized stocks, equities, and commodities from 25 trusted issuers, all in one place. An open financial network isn't built by putting assets onchain and calling it a day, but by making markets more connected, accessible and productive once they arrive on Mantle. That's the work ahead, and there's plenty more to build. We're just getting warmed up. Onwards.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

The Daily Degen - Wednesday, September 2nd, 2026 Foxes, Bonds, Jobs, Chickens, Macro, Videos, + New Projects! + ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, bitcoin:native, $ETH, $AERO, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @Nomaticcap (crypto rizzlord podcasting extraordinaire) - @PointsGoblin (hyper locked-in perps/airdrop expert) - @0xBobdbldr (all around defi + gigachaddery exemplar) And shout-out to new projects highlighted: @useFortress Please RT/etc to support! Link in next tweet 👇

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

i've had capital in the mantle vault since it opened up on Bybit. on Bybit, it crossed $200M. now @Fluxion_network is bringing that strategy into Mantle's DeFi ecosystem. this is a case of CeFi crossing into DeFi. and yeah, there is a reason i've been in it. ➥ 𝐂𝐨𝐦𝐩𝐚𝐫𝐢𝐬𝐨𝐧. comparing it to other vaults, there are just differences. on aave, my USDC earns around 3.3% APY, and yield is driven by borrower demand. on Morpho, curated vaults offer roughly 4–6.8%, but returns depend on each curator's strategy. while aave keeps things simple, Morpho puts more strategy decisions in the curator's hands. but mantle takes a more packaged approach. @CIAN_protocol constructing the strategy and withdrawals remain flexible here i don't mind the 3–5 day window for withdrawal. this is because the strategy is built around yield rather than instant liquidity. ➥ 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐛𝐞𝐡𝐢𝐧𝐝 𝐢𝐭 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 looking at key protocols behind @Mantle_Official is already a strong signal. > @Bybit_Official hosted the original Mantle Vault and helped prove demand. > @grovedotfinance connects the vault to Sky's Savings Rate through sUSDS. > @CIAN_protocol constructs the vault strategy and underlying infrastructure. > @Fluxion_network brings the strategy into DeFi and adds Fluxion Points. > @Mantle_Official is pushing the broader institutional-yield strategy further onchain. going further into it, it even gets better. the vault currently offers up to 8.75% APY. i like that the strategy is unleveraged, with no liquidation mechanics. withdrawals are flexible; i could request anytime. putting all of this together, i get a $200M vault with institutional yield and flexible withdrawal. the best part of all this is that geo-blocked users now have access to this vault. ➥ 𝐈𝐧𝐜𝐞𝐧𝐭𝐢𝐯𝐞𝐬 𝐚𝐧𝐝 𝐬𝐢𝐦𝐩𝐥𝐢𝐜𝐢𝐭𝐲 what makes this more interesting is the GROVE incentives. i've used different yield products, and this structure feels easy to follow. i know what i'm getting into before putting capital behind it. a $200M vault is just enough signal for anyone to be involved. now we can access a CeFi setup through Mantle's DeFi ecosystem. every tiny bit about this just feels right. there's definitely more worth watching from Mantle here.

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

You thought these were going to get shorter? Nope, it's only for those who mean it this bull run: 🉐 Today's Hix0n's Confidential: - Full Bitcoin / Crypto roadmap going into Septembers. LEVELS. - solana:Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump remains the number 1 pick for the cycle, where you still have an organic entry opportunity - @NestExchange comes out with news, read it and check the APRs, you're missing out $NEST - HyperEVM / Hyperliquid coverage, airdrop speculations - Our Mommy @crypto_madz is someone you shouldn't miss out on - Shoutout @rektdiomedes to all my readers - We continue to watch the @sibylcap hackathon @tradingtulips - Cambria patches and updates, couldn't feel comfier @playcambria @communitybria - Necromancy guide by @Web3Karina , watch her nail these reds it's awesome - Even @LiquidLaunchHL is still cooking - Full Robinhood Chain coverage, stats, new projects, you name it, @CryptoTubeYT helps monitoring - $PONS @ponsdotfamily remains one of our best calls - @FireFliesMarket as the veNFT lending market (you will need this eventually if you want to own and trade pieces of liquidity infra) - Argonauts, @phygitals points speculations, @DeriveXYZ bullishness I mean... it's a lot. Enjoy!

Name & Symbol: NotInEmploymentEducationTraining ($neet)
Address: Ce2gx9KGXJ6C9Mp5b5x1sn9Mg87JwEbrQby4Zqo3pump

A year ago, we went all in on RWAs and haven't slowed since. Led by @emilyRioFreeman, we set out to build a borderless, open and accessible RWA economy. Today, we've brought more assets onchain and moved RWAs from narrative to reality. The vision holds. What follows is proof. https://t.co/bBK9cQrvp7

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

As I explained a couple weeks ago, I’m bullish on @maplefinance and $SYRUP So, I made a dashboard to track all the most important Maple stats & metrics! Here’s a quick run-through of everything you’ll find in the dashboard: Home page: - Fully interactive SYRUP chart - syrupUSD total deposits and AUM - APYs (current and 30D) and utilization rates for syrupUSDC, syrupUSDT, syrupUSDG - Supply & collateral value for syrupUSDC, syrupUSDT, syrupUSDG - Yield generated by syrupUSDC, syrupUSDT, syrupUSDG over time - Historical loan originations made by Maple (toggle between incremental and cumulative) - Total Maple revenue SYRUP page: - Historical SYRUP price, market cap, FDV - Total circulating SYRUP supply over time - Total SYRUP holders over time - Total SYRUP buybacks over time as well as a periodic buyback summary - Summary of top SYRUP holders: top-10 share and addresses syrupUSD page ($syrupUSDC, $syrupUSDT, $syrupUSDG): - Circulating supply of syrupUSDC, syrupUSDT, syrupUSDG (toggle between absolute values and % of total stablecoin market share) - AUM of syrupUSDC, syrupUSDT, syrupUSDG (toggle between absolute values and % of total syrupUSD AUM) - APY and utilization of syrupUSDC, syrupUSDT, syrupUSDG (toggle between each) - Historical holders for syrupUSDC, syrupUSDT, syrupUSDG - Yield generated by syrupUSDC, syrupUSDT, syrupUSDG over time (toggle between absolute value and % of total yieldcoin yield paid out) - Summary of top syrupUSD holders: top-10 share and addresses Financials page: - Historical revenue, interest paid, and yield outperformance - AUM, deposits, and loans outstanding for each lending segment – syrupUSDC, syrupUSDT, syrupUSDG, institutional loans (toggle between each) - Historical loan originations made by Maple - SYRUP Strategic Fund values – SYRUP balance and liquid assets - DAO Treasury values – toggle between SYRUP, USDC, USDT balances and their relative share of the total Treasury value Also, everything is viewable in daily, weekly, monthly, quarterly, annual, and cumulative (when applicable) fashion -- if you're like me, this is a big value add You can also toggle the format based on your preference -- the themes are Machines & Money (our own brand assets), Terminal (dark mode), Corporate (light mode), and Maple (my personal favorite) And you can grab a PNG screenshot of any chart you want! Hope you enjoy!

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

Why has $HYPE surged in price while $PUMP has struggled? What is the Pump team's plan to get the $PUMP token to $100B in market cap? @Pumpfun's @sapijiju discusses with @pahueg: https://t.co/aBG6KsJiCF

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

The Daily Degen - Wednesday, July 29th, 2026 Rates, Messes, Airdrops, Alfa, Macro, Videos, + New Projects! + $BTC, $HYPE, $ETH, $PUMP, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @LorenzoARK (brainiac crypto/macro expert) - @FourVork (all-around brypto gigachad) And shout-out to new projects highlighted: @Yieldfy, @atoma_fi And please RT/etc to support! Link in next tweet 👇

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

Catching up on yield research today, here are a few oddballs you might have missed. 1) @3janexyz has pivoted from being an onchain unsecured credit issuer to more of a wrapped private credit company and very limited borrowers. Their PTs have benefited from this pivot. ➢ PT sUSD3 (Junior Tranche): 22% Fixed APY ➢ PT USD3 (Senior Tranche): 13% APY 2) @blackopal_fi has $PLUME incentives on @pendle_fi. The base APR is around 11% over the last 30 days, but there's ~8% in added plume incentives. That makes the YTs profitable here, which is somewhat interesting. Now, it's not super easy to underwrite Brazilian Credit Receivables, but that's the task you're up against if you want to due diligence this yield. But it is a $300-$500b market, fwiw. IMO it would be a good candidate for tranching on @roycoprotocol. 3) @RE's reUSDe's discount has stayed around 3%. If you think it will stay here, the 18% PT is quite nice. As a reminder, the biggest concern here is that there's a rush for redemption and the limits / length causes a larger market discount with no easy path to exit without competing for redemption. 4) @SteakhouseFi high yield vaults at 13% on @Morpho. @monad is incentivising, may as well eat while there's food on the table. Collateral exposure on the USDC high yield is almost entirely XAUT, which is tether gold and certainly something I'm comfortable with. 5) Probably temporary, but the drama with @CapApp seems to have led to a high borrow rate (and therefore a high lending rate) for USDT to stcUSD. 7-Day Average is 14%. 6) @onrefinance tranches are still attractive imo. ➢ 8.31% Senior with 44% loss coverage ➢ 42% Junior with 2.2x loss exposure The junior has been capped for awhile, but it's one where mathematically (because of incentives) the junior should be risk adjusted, assuming this is not onf of those "once a decade" years for catastrophic floods, earthquakes, etc. 7) I found out recently that @Loopscale has some fixed rate markets, meaning you could loop up @solsticefi with both a fixed collateral and fixed borrow cost. I've got some buddies who locked in 18% for the foreseeable future. No liquidity at the moment, but another protocol to keep an eye on for liquidity. 8) PT-reUSD markets on Morpho look good here. Millions to borrow at 8% and less against a 10% fixed. I'm not saying "go leverage" but if you have the PT already and needed some liquid capital, it's positive carry. 9) I am once again reminded that $PRIME from @HastraFi is on EVM with a 4.32% borrow rate an 13M to borrow. Quick math puts the loop around 12-14% which I like. If I could feelessly flash enter and exit, I would do this. Maybe @GearboxProtocol or @3FLabs (hope that's the right tag) could build that. That's also something I wouldn't mind having tranched (a looped leverage vault). 10) Speaking of which, @roycoprotocol has @makinafi's looped mGLOBAL vault from @FasanaraDigital now. I'm not sure if it's available to everyone, but mGlobal has been great for a very long time, so senior or junior exposure to leveraged mGlobal is at the very least interesting. Anywho, join the DeFi Dojo for yield talk daily: https://t.co/7LkPVCtRwL Use Promo Code: "iread" to get the first two months free for reading this entire thread.

Name & Symbol: Solstice ($SLX)
Address: 0x02bcc4c181b83a8c0a342bc003389cbecb4bc54d

Points update for @xStocksFi Officially crossed 150,000 points With RWAs being the hottest trend, whether it's tokenisation or RWA perps (e.g. Variational), I'm surprised CT doesn't talk about xStocks more Backed by Kraken, multi-chain, $330M+ TVL Get a 20% points boost: https://t.co/f8Dl7hJ7lm How to earn the most points: - Daily spins for points boosts - Providing liquidity (highest pts), lending (2nd highest pts), holding (lowest pts) - Join Telegram for 10% pts boost (and my link for 20% pts boost) - Complete Nado tasks for other multipliers

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

We think this is a step forward for @maplefinance and its various stakeholders. The team has been listening to investor and community feedback, and is operating within an environment that currently rewards buybacks as a way to build investor confidence — in an industry where the split between token holder rights and equity holder rights remains a major, unresolved topic of debate, as we've recently seen play out with $VVV. With this proposal, Maple is trying to get the best of both worlds: giving investors what they've been asking for, a more programmatic buyback that supports valuation, while retaining the flexibility to redeploy that capital toward growth opportunities as they arise. Our most important suggestion at this stage would be to give the team some runway before executing each buyback, a six-month window, for example, within which the team can buy SYRUP at the most favorable price available, building a long-term reserve that, if executed well, ultimately provides Maple with meaningfully more capital than an immediate, mechanical execution schedule would. We think forcing immediate execution each month will simply push Maple to buy ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 at higher valuation multiples on average, whereas granting that flexibility shouldn't change market perception at all—buybacks are already priced in—while giving the team room to optimize execution and generate additional value from the same allocated capital.

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

We think this is a step forward for @maplefinance and its various stakeholders. The team has been listening to investor and community feedback, and is operating within an environment that currently rewards buybacks as a way to build investor confidence — in an industry where the split between token holder rights and equity holder rights remains a major, unresolved topic of debate, as we've recently seen play out with $VVV. With this proposal, Maple is trying to get the best of both worlds: giving investors what they've been asking for, a more programmatic buyback that supports valuation, while retaining the flexibility to redeploy that capital toward growth opportunities as they arise. Our most important suggestion at this stage would be to give the team some runway before executing each buyback, a six-month window, for example, within which the team can buy SYRUP at the most favorable price available, building a long-term reserve that, if executed well, ultimately provides Maple with meaningfully more capital than an immediate, mechanical execution schedule would. We think forcing immediate execution each month will simply push Maple to buy ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 at higher valuation multiples on average, whereas granting that flexibility shouldn't change market perception at all—buybacks are already priced in—while giving the team room to optimize execution and generate additional value from the same allocated capital.

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

The AUM and loan book for @maplefinance are at all time highs. ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 is back near May 2025 levels. At the same time, Robinhood and Kraken have created the best growth setup I’ve seen since following Maple. So is the market missing something? Is it time to buy SYRUP?

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

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 👇 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 👇

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 👌🌚

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 💪

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 💪

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 👇

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 👇

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 🥞🥞 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 👇

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 average 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 💪🫡

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 average 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 💪🫡

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 👇

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 👇

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 👇

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

@syrupsid view of competition isn’t other crypto protocols, it’s Ares, KKR, Blackstone, the actual giants of private credit. His reasoning is that those firms aren’t built to lend in stablecoins or accept tokenized collateral and that’s 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 won’t 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 syrUP’d 🥞 🥞

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

Tokenized equities didn’t 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 . That’s 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. They’re 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 that’s 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. It’s 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 👇

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 👇

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Another banger as usual rekt 🥞 Most people still see crypto as tokens. The real transformation is the financial infrastructure underneath. Faster settlement. Global access. Transparent markets. Programmable assets. That’s 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 👇

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 👇

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 ($CRV) – main platform for stablecoin routing and FX pools @fraxfinance ($FRAX) – engineered $frxUSD, a USD stablecoin for payments and FX, with pairs on @Ethereum & @0xPolygon against major non‑USD stablecoins Credit Offchain: ~100T+ USD in outstanding credit (traditional loans across banks & markets) Onchain: ~25B USD in active onchain credit today @aave ($AAVE) – core onchain credit facility @protocol_fx ($FXN) – much smaller than aave but known for no hard liquidations (highly interesting PMF) Liability Offchain: ~2T+ USD global private credit market (AUM) Onchain: ~15B USD in tokenized / private credit liabilities @maplefinance ($SYRUP) – institutional private onchain credit infrastructure The onchain versions of these major categories barely exist compared to TradFi. That’s exactly why these gaps might be some of the biggest asymmetric opportunities in crypto and they’re 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 👇

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 👇

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 👇

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 → 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

• Always humbled + honored to get featured in this epic newsletter... • A great @zerototom quote, along with a healthy dose of significantly valuable market alpha... • Essential subscription: @thedailydegenhq

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed