A DePIN network signed a six-figure deal for 3,000 hours of driving footage.
Another reported 15% average monthly revenue growth selling positioning data.
And Korean Air's R&D division is using crowdsourced flight data.
DePIN is finding customers across industries most crypto inveThe market now extends across six infrastructure layers:
Compute & Inference
@AethirCloud, @rendernetwork, @akashnet, @ionet, @nosana_ai, @phalanetwork, @chutes_ai, @lium_io
AI & Real-World Data
@grass, @silencioNetwork, @NATIXNetwork, @Hivemapper, @DIMO_Network, @375ai_
Spatial & Positioning
@GEODNET, @onocoyRTK, @Auki
Connectivity & Airspace
@helium, @wingbits
Storage & Edge
@Filecoin, @ArweaveEco, @AIOZNetwork, @Acurast, @tapedrive_io
Robotics & Machine Infrastructure
@PrismaXai, @openmind_agi, @BitRobotNetwork, @crowdbrainai, @frodobots, @xmaquina
The biggest difference between these networks is who the customer is.
GPU networks sell compute capacity.
Data networks sell datasets and intelligence.
Positioning networks serve autonomous machines. Connectivity networks monetize traffic.
Each business has different demand cycles, margins, and token economics.
Some have recurring customers.
Others are still validating their products.
That's why I'd rather compare DePIN networks by commercial demand than hardware deployed.
The next stage of DePIN growth will be measured by what customers actually buy.
Another reported 15% average monthly revenue growth selling positioning data.
And Korean Air's R&D division is using crowdsourced flight data.
DePIN is finding customers across industries most crypto inveThe market now extends across six infrastructure layers:
Compute & Inference
@AethirCloud, @rendernetwork, @akashnet, @ionet, @nosana_ai, @phalanetwork, @chutes_ai, @lium_io
AI & Real-World Data
@grass, @silencioNetwork, @NATIXNetwork, @Hivemapper, @DIMO_Network, @375ai_
Spatial & Positioning
@GEODNET, @onocoyRTK, @Auki
Connectivity & Airspace
@helium, @wingbits
Storage & Edge
@Filecoin, @ArweaveEco, @AIOZNetwork, @Acurast, @tapedrive_io
Robotics & Machine Infrastructure
@PrismaXai, @openmind_agi, @BitRobotNetwork, @crowdbrainai, @frodobots, @xmaquina
The biggest difference between these networks is who the customer is.
GPU networks sell compute capacity.
Data networks sell datasets and intelligence.
Positioning networks serve autonomous machines. Connectivity networks monetize traffic.
Each business has different demand cycles, margins, and token economics.
Some have recurring customers.
Others are still validating their products.
That's why I'd rather compare DePIN networks by commercial demand than hardware deployed.
The next stage of DePIN growth will be measured by what customers actually buy.
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Several crypto teams are building toward potential token launches.
Some have announced timelines.
Others are still worth keeping on the radar.
1. TGE Windows
@extendedapp: Perp DEX built by ex-Revolut talent, now expanding on Arc. $XTEN is planned for November, subject to 30% of supply allocated to Points users.
@saturn_credit: Structured onchain credit incubated by @yzilabs. Its foundation has indicated Q4 for TGE, with a Season 2 snapshot expected beforehand.
2. Token Watchlist
These teams have products or infrastructure in development, with token launch dates still unconfirmed.
@GenLayer: AI-powered adjudication for onchain agreements and autonomous agents.
@infiniFi: DeFi yield infrastructure focused on improving returns without leverage.
@apyx_fi: Building a dividend-backed digital dollar.
@teneo_protocol: Open-web data infrastructure for AI agents, with live services and token plans.
@variational_io: Onchain trading across crypto, stocks, commodities and indices.
@strato_net: Bringing gold, silver and other real-world assets onchain.
3. Upcoming Mainnet Catalyst
@Kinetiq_xyz: Elysium mainnet is scheduled for November 9, a separate milestone worth tracking.
There's a good mix here, from trading and credit to AI infrastructure and tokenized assets.
Some have announced timelines.
Others are still worth keeping on the radar.
1. TGE Windows
@extendedapp: Perp DEX built by ex-Revolut talent, now expanding on Arc. $XTEN is planned for November, subject to 30% of supply allocated to Points users.
@saturn_credit: Structured onchain credit incubated by @yzilabs. Its foundation has indicated Q4 for TGE, with a Season 2 snapshot expected beforehand.
2. Token Watchlist
These teams have products or infrastructure in development, with token launch dates still unconfirmed.
@GenLayer: AI-powered adjudication for onchain agreements and autonomous agents.
@infiniFi: DeFi yield infrastructure focused on improving returns without leverage.
@apyx_fi: Building a dividend-backed digital dollar.
@teneo_protocol: Open-web data infrastructure for AI agents, with live services and token plans.
@variational_io: Onchain trading across crypto, stocks, commodities and indices.
@strato_net: Bringing gold, silver and other real-world assets onchain.
3. Upcoming Mainnet Catalyst
@Kinetiq_xyz: Elysium mainnet is scheduled for November 9, a separate milestone worth tracking.
There's a good mix here, from trading and credit to AI infrastructure and tokenized assets.
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AI agent ecosystem on @base is growing.
1. Data & Research
- @DatalineAI (live): Around 50 data sources for agents, with a public solana:3VkMZYjRyAx18mgjMoiwruo4qzEyKv59JqzwW4JVqgo7 auction planned.
- @ExaAILabs (live): Web search and content retrieval through x402 payments.
- @coiI for querying Base blockchain data at $0.10 per request.
2. Models & Inference
- @AntSeed (live): P2P inference marketplace with 700+ AI models, USDC payments and an active points program.
- @BlockRunAI (live): Pay-per-call access to AI models, search and market data through x402.
- @AskVenice (live): Private AI inference with wallet-based payments on Base.
3. Tools & Agent Work
- @browserbase (live): Browser sessions that agents can pay for to navigate websites and execute tasks.
- @virtuals_io (live): Infrastructure for launching and coordinating onchain AI agents.
- @daydreamsagents (live): A marketplace where agents compete for funded tasks and earn USDC for accepted work.
BasedAgents (live): Agent task marketplace with escrow, signed work receipts, and reputation records.
4. Payments & Monetization
X Pay (live): x402 payments and usage billing for agent-facing APIs.
- @PayAINetwork (live): Verification and settlement for x402 payments across Base and other networks.
- @bankrbot (live): Agent wallets, trading tools and x402 Cloud for monetizing APIs.
1. Data & Research
- @DatalineAI (live): Around 50 data sources for agents, with a public solana:3VkMZYjRyAx18mgjMoiwruo4qzEyKv59JqzwW4JVqgo7 auction planned.
- @ExaAILabs (live): Web search and content retrieval through x402 payments.
- @coiI for querying Base blockchain data at $0.10 per request.
2. Models & Inference
- @AntSeed (live): P2P inference marketplace with 700+ AI models, USDC payments and an active points program.
- @BlockRunAI (live): Pay-per-call access to AI models, search and market data through x402.
- @AskVenice (live): Private AI inference with wallet-based payments on Base.
3. Tools & Agent Work
- @browserbase (live): Browser sessions that agents can pay for to navigate websites and execute tasks.
- @virtuals_io (live): Infrastructure for launching and coordinating onchain AI agents.
- @daydreamsagents (live): A marketplace where agents compete for funded tasks and earn USDC for accepted work.
BasedAgents (live): Agent task marketplace with escrow, signed work receipts, and reputation records.
4. Payments & Monetization
X Pay (live): x402 payments and usage billing for agent-facing APIs.
- @PayAINetwork (live): Verification and settlement for x402 payments across Base and other networks.
- @bankrbot (live): Agent wallets, trading tools and x402 Cloud for monetizing APIs.
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Stake GGBR, earn daily rewards and climb the leaderboard for $GFIN
I'm looking into @stakemygold for its dual reward structure:
- Daily GGBR rewards, with liquid staking averaging 11.5% APR last week
- Flakes earned through the Gold Karat leaderboard
- A potential share of StakeMyGold's future $GFIN allocation based on Flakes and ranking
For example, 1,000 GGBR held for a full week earns 22K Flakes, while liquid staking earns 44K.
GGBR is backed by in situ gold (gold still in the ground), adding a different angle to the staking model.
Holders can also claim Flakes every Monday from 00:10 UTC by connecting their wallet to Gold Karat.
Worth exploring before the campaign ends on Nov 22.
stakemygold.onsend.xyz
Disclaimer, I’m looking to stake GGBR
I'm looking into @stakemygold for its dual reward structure:
- Daily GGBR rewards, with liquid staking averaging 11.5% APR last week
- Flakes earned through the Gold Karat leaderboard
- A potential share of StakeMyGold's future $GFIN allocation based on Flakes and ranking
For example, 1,000 GGBR held for a full week earns 22K Flakes, while liquid staking earns 44K.
GGBR is backed by in situ gold (gold still in the ground), adding a different angle to the staking model.
Holders can also claim Flakes every Monday from 00:10 UTC by connecting their wallet to Gold Karat.
Worth exploring before the campaign ends on Nov 22.
stakemygold.onsend.xyz
Disclaimer, I’m looking to stake GGBR
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Getting paid in dollars is only the start.
A new wave of crypto fintech apps is making it easier to receive money globally, spend it locally and eventually let AI agents manage credit.
> Getting Paid
@DashXHQ (live): Helping Indian freelancers and exporters receive payments thraccounts, supporting 25+ currencies.
@crediblefin (live): Global collections and payouts for businesses, with T+0 settlement and Naira payment rails through one API.
> Spending Locally
@liminalcash (live): Lets users in Brazil hold USD and pay through Pix directly from their dollar balance.
It also offers referral rewards and LIL Bits for spending at partner locations.
> Credit for AI Agents
@bondoncredit (testing): Building a credit layer for autonomous agents, using its own capital to evaluate which agents can be trusted with loans.
@vannaprotocol (testnet waitlist): Developing leveraged credit infrastructure for both humans and AI agents.
The interesting shift is how these products serve different stages of financial activity.
Cross-border payments are already becoming usable products. Local spending is getting easier, while credit for autonomous agents is still emerging.
The bigger opportunity is making global money feel local, with crypto handling the infrastructure behind the scenes.
A new wave of crypto fintech apps is making it easier to receive money globally, spend it locally and eventually let AI agents manage credit.
> Getting Paid
@DashXHQ (live): Helping Indian freelancers and exporters receive payments thraccounts, supporting 25+ currencies.
@crediblefin (live): Global collections and payouts for businesses, with T+0 settlement and Naira payment rails through one API.
> Spending Locally
@liminalcash (live): Lets users in Brazil hold USD and pay through Pix directly from their dollar balance.
It also offers referral rewards and LIL Bits for spending at partner locations.
> Credit for AI Agents
@bondoncredit (testing): Building a credit layer for autonomous agents, using its own capital to evaluate which agents can be trusted with loans.
@vannaprotocol (testnet waitlist): Developing leveraged credit infrastructure for both humans and AI agents.
The interesting shift is how these products serve different stages of financial activity.
Cross-border payments are already becoming usable products. Local spending is getting easier, while credit for autonomous agents is still emerging.
The bigger opportunity is making global money feel local, with crypto handling the infrastructure behind the scenes.
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Bank of OLY starts with 1,000 founding Charters on Robinhood Chain.
Each Charter is an NFT minted with ETH, giving its holder the ability to expand into up to 10 Branches.
@Oly_Dao is essentially building a system with limited founding positions but room for expansion.
New Branches are auctioned daily for ETH, with the proceeds flowing into the OLY ecosystem.
The distribution model follows the same structure:
More Branches → Larger share of daily OLY issuance.
To collect OLY, Bankers must close Branches or exit their Charter and pay an exit tax. That tax increases when more participants exit at the same time.
So the model connects three mechanisms:
→ Limited founding Charters
→ ETH-funded Branch expansion
→ OLY distribution tied to Branch ownership and an exit mechanism
All built around the existing OLY token.
Bank of OLY is coming to Robinhood Chain.
Whitelist: oly.io/whitelist
Each Charter is an NFT minted with ETH, giving its holder the ability to expand into up to 10 Branches.
@Oly_Dao is essentially building a system with limited founding positions but room for expansion.
New Branches are auctioned daily for ETH, with the proceeds flowing into the OLY ecosystem.
The distribution model follows the same structure:
More Branches → Larger share of daily OLY issuance.
To collect OLY, Bankers must close Branches or exit their Charter and pay an exit tax. That tax increases when more participants exit at the same time.
So the model connects three mechanisms:
→ Limited founding Charters
→ ETH-funded Branch expansion
→ OLY distribution tied to Branch ownership and an exit mechanism
All built around the existing OLY token.
Bank of OLY is coming to Robinhood Chain.
Whitelist: oly.io/whitelist
Introducing the Bank of OLY.
1,000 founding Charters on Robinhood Chain, each able to grow to 10 branches.
We're launching a DeFi ecosystem designed to reward long-term builders.
Here's how it works ↓
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Leon retweeted
Ethena Pay launched Earn+, bringing an ~11x leveraged defi strategy into a consumer finance app.
Users can move USD into Earn+ to access a target yield of up to 12% APY, compared to up to 6% on the regular USD Account.
Behind the one-tap experience is a vault running on @aave V4 on @avax.
🧵,
Users can move USD into Earn+ to access a target yield of up to 12% APY, compared to up to 6% on the regular USD Account.
Behind the one-tap experience is a vault running on @aave V4 on @avax.
🧵,
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Leon retweeted
If I had to pick 5 altcoins to buy during this dip, here's my list 👇
1/ $ETH: Core bet
Still the backbone of DeFi, stablecoins, and RWAs. Institutional adoption remains a strong long-term thesis.
2/ $HYPE: Revenue bet
@HyperliquidX generates tens of millions in monthly ees fueling HYPE buybacks. Getting closer to the US market, and even Elon recently gave it a subtle nod.
3/ $NEAR: Chain abstraction bet
@NEARProtocol Intents connects cross-chain liquidity, positioning NEAR as an execution layer for both users and AI agents. Fee switch and buybacks add more value capture for $NEAR.
4/ $UNI: DeFi value capture bet
Fee switch is live, with protocol fees used to burn UNI. Aggregator Hooks expand @Uniswap's ability to capture fees from liquidity across other DEXs.
5/ $PENDLE: Yield trading bet
One of the key protocols in DeFi yield markets. With a much smaller market cap than $AAVE and $MORPHO, I think $PENDLE could offer higher upside if yield trading picks up again, though with more risk.
Not trying to catch the exact bottom. Starting to DCA and accumulate assets with real demand and value capture might be the best play atm imo.
What's on your buying list? 👀
1/ $ETH: Core bet
Still the backbone of DeFi, stablecoins, and RWAs. Institutional adoption remains a strong long-term thesis.
2/ $HYPE: Revenue bet
@HyperliquidX generates tens of millions in monthly ees fueling HYPE buybacks. Getting closer to the US market, and even Elon recently gave it a subtle nod.
3/ $NEAR: Chain abstraction bet
@NEARProtocol Intents connects cross-chain liquidity, positioning NEAR as an execution layer for both users and AI agents. Fee switch and buybacks add more value capture for $NEAR.
4/ $UNI: DeFi value capture bet
Fee switch is live, with protocol fees used to burn UNI. Aggregator Hooks expand @Uniswap's ability to capture fees from liquidity across other DEXs.
5/ $PENDLE: Yield trading bet
One of the key protocols in DeFi yield markets. With a much smaller market cap than $AAVE and $MORPHO, I think $PENDLE could offer higher upside if yield trading picks up again, though with more risk.
Not trying to catch the exact bottom. Starting to DCA and accumulate assets with real demand and value capture might be the best play atm imo.
What's on your buying list? 👀
Went to bed ready to post about $HYPE hitting 3 figs tmr.
Then woke up to this...
> $BTC dumped to $76.5K amid a suspected multi-billion-dollar Binance hack.
- $3.5–5.8B in estimated suspicious outflows.
- $2.5B+ in assets reportedly frozen by Binance, Tether, Circle, and Ripd in just 1H, 96.6% longs, pushing 24H liquidations close to $1B.
> Polymarket also suffered a security breach, with $2.5–2.7M reportedly stolen.
Several smaller hacks this week added even more pressure on DeFi confidence.
> Zooming out, the macro backdrop isn't looking better either.
On Oct 28, the Fed held rates at 3.75–4%.
A day later, September PCE came in hotter:
- Headline PCE YoY: 3.6% (+0.2pp)
- Core PCE YoY: 3.1% (+0.1pp)
With inflation still above the 2% target and growth holding up, aggressive rate cuts look unlikely anytime soon.
> Meanwhile, US stocks took a hit:
- Alphabet fell ~13% after earnings, wiping out ~$500B in market cap
- Nasdaq dropped ~1.4%
- Concerns grew over massive AI spending and whether it will translate into profits
The weakness also spread to global tech stocks.
> Last but not least, ~135K BTC options contracts worth $10.8B in notional value expire on Deribit today (Oct 30), with max pain ~$78K.
That much OI could add volatility as traders hedge and reposition.
Personally, I'd rather trade less and set limit orders on major coins here.
No need to force trades in this market.
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Prediction markets are getting more interesting.
They're starting to help decide where money goes.
Imagine a DAO planning to expand to another chain.
Traders could price its token under two scenarios: expansion happens or it doesn't.
The difference gives the DAO a signal could create value.
A few projects are building around this idea.
1. Decision Markets
@MetaDAOProject (live) uses market prices to guide governance and funding decisions.
@umia_finance (live) brings multiple possible outcomes into onchain decision-making.
2. Impact Markets
@ifmarkets (closed beta) lets traders speculate on how events affect BTC, gold, oil and stocks.
@lightconexyz (beta) is building markets that price assets under different future scenarios.
@ProofMarkets (testnet) combines conditional markets, perps and binary markets.
@BranchpointXYZ (testnet) lets assets be split into different outcomes, where they can be traded or used in DeFi.
3. Metric Markets
@Trueo_ (live on Base) lets users trade on real DeFi metrics.
One market asks whether Hyperliquid's October revenue will exceed $60M, using DefiLlama data for settlement.
What interests me is how these pieces fit together.
Decision markets help organizations choose what to fund.
Impact markets help traders price the consequences.
Metric markets turn measurable results into tradable outcomes.
The bigger opportunity is turning market prices into useful signals for real capital allocation.
Markets could eventually help decide where money goes, rather than only predict what happens next.
They're starting to help decide where money goes.
Imagine a DAO planning to expand to another chain.
Traders could price its token under two scenarios: expansion happens or it doesn't.
The difference gives the DAO a signal could create value.
A few projects are building around this idea.
1. Decision Markets
@MetaDAOProject (live) uses market prices to guide governance and funding decisions.
@umia_finance (live) brings multiple possible outcomes into onchain decision-making.
2. Impact Markets
@ifmarkets (closed beta) lets traders speculate on how events affect BTC, gold, oil and stocks.
@lightconexyz (beta) is building markets that price assets under different future scenarios.
@ProofMarkets (testnet) combines conditional markets, perps and binary markets.
@BranchpointXYZ (testnet) lets assets be split into different outcomes, where they can be traded or used in DeFi.
3. Metric Markets
@Trueo_ (live on Base) lets users trade on real DeFi metrics.
One market asks whether Hyperliquid's October revenue will exceed $60M, using DefiLlama data for settlement.
What interests me is how these pieces fit together.
Decision markets help organizations choose what to fund.
Impact markets help traders price the consequences.
Metric markets turn measurable results into tradable outcomes.
The bigger opportunity is turning market prices into useful signals for real capital allocation.
Markets could eventually help decide where money goes, rather than only predict what happens next.
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AI agents are starting to borrow money.
Who decides which ones deserve credit?
@Tally_xyz recently found $459K in x402 payments on @base within 24 hours, but only $13K passed its wash-activity filter.
A few teams are building the credit stack:
> @Tally_xyz is developing poredit lines and billing for agents using x402 and ERC-8004.
> @zerufinance provides wallet screening and trust scores to help assess credit risk.
> @agenticscredit tracks agent trading performance through a live leaderboard, with plans to turn that history into credit access.
> @humanosai supplies real-time risk data to support dynamic lending decisions.
> @priors_trade already lets agents borrow USDG on Robinhood Chain, repay automatically and build an onchain repayment record.
> @GenLayer is building an adjudication layer for resolving disputes between autonomous parties.
Agents need verifiable performance, repayment history and risk assessment before lenders can confidently extend capital.
Agentics' leaderboard and Priors' borrowing records are already worth exploring.
I think agent lending could become onchain reputation's first real test.
The teams that separate genuine activity from manufactured volume could end up controlling how autonomous agents access capital.
Who decides which ones deserve credit?
@Tally_xyz recently found $459K in x402 payments on @base within 24 hours, but only $13K passed its wash-activity filter.
A few teams are building the credit stack:
> @Tally_xyz is developing poredit lines and billing for agents using x402 and ERC-8004.
> @zerufinance provides wallet screening and trust scores to help assess credit risk.
> @agenticscredit tracks agent trading performance through a live leaderboard, with plans to turn that history into credit access.
> @humanosai supplies real-time risk data to support dynamic lending decisions.
> @priors_trade already lets agents borrow USDG on Robinhood Chain, repay automatically and build an onchain repayment record.
> @GenLayer is building an adjudication layer for resolving disputes between autonomous parties.
Agents need verifiable performance, repayment history and risk assessment before lenders can confidently extend capital.
Agentics' leaderboard and Priors' borrowing records are already worth exploring.
I think agent lending could become onchain reputation's first real test.
The teams that separate genuine activity from manufactured volume could end up controlling how autonomous agents access capital.
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Leon retweeted
RedStone turns 6 today, and it's building the infrastructure to power the RWA decade and the next era of onchain finance.
Six years ago, @redstone_defi started as an oracle focused on solving asset pricing challenges that traditional oracles had yet to address.
From liquid dollars to staked Bitcoin and tokenized funds, RedStone has continuously expanded its infrastructure to meet the market's increasingly complex pricing needs.
Today, RedStone secures over $9B in assets across 110+ chains, serving 200+ clients and partners, including @BlackRock BUIDL, @Securitize, @CantonNetwork, and even pre-IPO markets on @HyperliquidX.
But imo, the biggest milestone lies in RedStone's evolution from a price oracle into a broader financial infrastructure stack:
Price: Reliable asset pricing data
Settle: Near-instant liquidity, exits, and liquidations
Risk: Credit risk assessments through @CredoraNetwork ratings
Compliance: Onchain sanctions screening through Sanctions Oracle
Together, these layers lay the foundation for RedStone's next chapter: making tokenized assets liquid, productive, and ready to scale across onchain finance.
Six years ago, @redstone_defi started as an oracle focused on solving asset pricing challenges that traditional oracles had yet to address.
From liquid dollars to staked Bitcoin and tokenized funds, RedStone has continuously expanded its infrastructure to meet the market's increasingly complex pricing needs.
Today, RedStone secures over $9B in assets across 110+ chains, serving 200+ clients and partners, including @BlackRock BUIDL, @Securitize, @CantonNetwork, and even pre-IPO markets on @HyperliquidX.
But imo, the biggest milestone lies in RedStone's evolution from a price oracle into a broader financial infrastructure stack:
Price: Reliable asset pricing data
Settle: Near-instant liquidity, exits, and liquidations
Risk: Credit risk assessments through @CredoraNetwork ratings
Compliance: Onchain sanctions screening through Sanctions Oracle
Together, these layers lay the foundation for RedStone's next chapter: making tokenized assets liquid, productive, and ready to scale across onchain finance.
RedStone Turns 6.
Our mission: building the infrastructure for the next era of finance.
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Building a city inside Ethereum.
Rembrandt, founder of @Oly_Dao, has an interesting way of looking at crypto.
He sees blockchains as nations, each with its own currency, rules and economy.
OLY wants to build a city within that economy.
And the business model comes down to ETH staking through Lido
- Liquidity fees on Uniswap
- Trading taxes
OLY is also active on Robinhood Chain, with pools against tokenized Nvidia and Tesla stocks, BTC and ETH.
imo, the city analogy makes sense when you look at the economics.
More trading activity creates opportunities for liquidity providers to earn fees.
The real test is whether OLY can turn that activity into sustainable protocol revenue.
That's what I'd keep an eye on.
Rembrandt, founder of @Oly_Dao, has an interesting way of looking at crypto.
He sees blockchains as nations, each with its own currency, rules and economy.
OLY wants to build a city within that economy.
And the business model comes down to ETH staking through Lido
- Liquidity fees on Uniswap
- Trading taxes
OLY is also active on Robinhood Chain, with pools against tokenized Nvidia and Tesla stocks, BTC and ETH.
imo, the city analogy makes sense when you look at the economics.
More trading activity creates opportunities for liquidity providers to earn fees.
The real test is whether OLY can turn that activity into sustainable protocol revenue.
That's what I'd keep an eye on.
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Epoch 2 of the @origamitech_ Points Program is live (October 23 to 29).
> Up to 1M points every week.
> 3x boosts across 5 exchanges.
Origami is a non-custodial, AI-powered terminal for trading across CEXs and DEXs, manually or with low-code strategies.
Weekly Points Program: up to and referrals.
How it works
- 70% of the trading pool goes to eligible volume
- 30% goes to positive net realized PnL
- Referrals: +10% of invitees' Volume and PnL Points
What's new in Epoch 2
- 3x volume weighting on selected markets: Derive, Extended, Hyperliquid, Hyperlink, Lighter.
- 3x PnL weighting on eligible futures on Extended, Hyperliquid and Lighter.
Multipliers raise the weight of eligible activity; final points still depend on the competition.
Track progress and the leaderboard on Origami. Points have no fixed monetary value.
Explore now: app.origami.tech/register?ref_c…
Leaderboard: app.origami.tech/competitions-p…
> Up to 1M points every week.
> 3x boosts across 5 exchanges.
Origami is a non-custodial, AI-powered terminal for trading across CEXs and DEXs, manually or with low-code strategies.
Weekly Points Program: up to and referrals.
How it works
- 70% of the trading pool goes to eligible volume
- 30% goes to positive net realized PnL
- Referrals: +10% of invitees' Volume and PnL Points
What's new in Epoch 2
- 3x volume weighting on selected markets: Derive, Extended, Hyperliquid, Hyperlink, Lighter.
- 3x PnL weighting on eligible futures on Extended, Hyperliquid and Lighter.
Multipliers raise the weight of eligible activity; final points still depend on the competition.
Track progress and the leaderboard on Origami. Points have no fixed monetary value.
Explore now: app.origami.tech/register?ref_c…
Leaderboard: app.origami.tech/competitions-p…
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Tokenized stocks are creating new opportunities for DeFi liquidity.
Nvidia and Tesla stock tokens are already trading on Robinhood Chain.
As these markets grow, deeper liquidity becomes essential for better execution and lower slippage.
@Oly_Dao is an Ethereum-based DAO real DeFi activity:
- ETH staking through Lido
- Liquidity fees on Uniswap
- Trading taxes
It's also active on Robinhood Chain, with OLY pools paired against tokenized Nvidia and Tesla stocks, BTC, and ETH.
The goal is to become a major liquidity provider as onchain markets expand.
The next step is Bank of OLY.
An upcoming onchain DeFi initiative with:
- 1,000 Banking Charter NFTs
- Each Charter makes its holder a Banker
- The same OLY token, with limited access
Further details will come from the team.
As tokenized assets gain traction, liquidity infrastructure will play a bigger role in how these markets develop.
OLY is positioning itself to capture that opportunity.
Nvidia and Tesla stock tokens are already trading on Robinhood Chain.
As these markets grow, deeper liquidity becomes essential for better execution and lower slippage.
@Oly_Dao is an Ethereum-based DAO real DeFi activity:
- ETH staking through Lido
- Liquidity fees on Uniswap
- Trading taxes
It's also active on Robinhood Chain, with OLY pools paired against tokenized Nvidia and Tesla stocks, BTC, and ETH.
The goal is to become a major liquidity provider as onchain markets expand.
The next step is Bank of OLY.
An upcoming onchain DeFi initiative with:
- 1,000 Banking Charter NFTs
- Each Charter makes its holder a Banker
- The same OLY token, with limited access
Further details will come from the team.
As tokenized assets gain traction, liquidity infrastructure will play a bigger role in how these markets develop.
OLY is positioning itself to capture that opportunity.
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AI agents are getting a financial stack of their own.
Online stores needed Stripe for payments, Plaid for data access and AWS for infrastructure.
Agents need similar rails to spend, fetch information and keep a record of their work.
A few recent funding updates caught my eye:
(live): reports $28M raised in total, including a $15M Series A led by Tether. Fiat/stablecoin accounts, payments and controls that can support agent transactions.
- @AIsaOneHQ (live platform): reports $9M+ in total backing, including Tether and Alibaba. Connects agents to APIs and tools, with controlled payments in private beta.
- @TychiLabs (raising): building self-custodial agent wallets, spending policies and cross-chain execution. Its fundraising round is ongoing.
DATA
- @DatalineAI (live sources): reports $10.6M raised, co-led by Lattice and Dispersion. Around 50 sources are live, making outside information accessible to agents.
STORAGE
- @LighthouseWeb3 (live): reports $1.58M raised in total, with Walrus and Protocol Labs among its backers. Permanent storage gives agent workflows a durable home for data and outputs.
The bigger signal is the combination.
Agents need permission to spend, information to act on and records they can return to.
Those three jobs are starting to look like a real business stack.
Online stores needed Stripe for payments, Plaid for data access and AWS for infrastructure.
Agents need similar rails to spend, fetch information and keep a record of their work.
A few recent funding updates caught my eye:
(live): reports $28M raised in total, including a $15M Series A led by Tether. Fiat/stablecoin accounts, payments and controls that can support agent transactions.
- @AIsaOneHQ (live platform): reports $9M+ in total backing, including Tether and Alibaba. Connects agents to APIs and tools, with controlled payments in private beta.
- @TychiLabs (raising): building self-custodial agent wallets, spending policies and cross-chain execution. Its fundraising round is ongoing.
DATA
- @DatalineAI (live sources): reports $10.6M raised, co-led by Lattice and Dispersion. Around 50 sources are live, making outside information accessible to agents.
STORAGE
- @LighthouseWeb3 (live): reports $1.58M raised in total, with Walrus and Protocol Labs among its backers. Permanent storage gives agent workflows a durable home for data and outputs.
The bigger signal is the combination.
Agents need permission to spend, information to act on and records they can return to.
Those three jobs are starting to look like a real business stack.
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DeFi revenue is becoming something you can trade.
Think about how we normally use @DefiLlama.
We check protocol revenue, fees, TVL, and other metrics to understand how a project is performing.
Now those same metrics can become the basis of prediction markets.
Through its _, traders can take positions on revenue outcomes for Hyperliquid, Pump, Aero, Uniswap, and other protocols.
Trueo even reported a 93% market-implied probability of Collector Crypt reaching $15M in October revenue.
That's a different way to interact with onchain data.
Instead of simply comparing historical performance, traders can express expectations about future protocol activity.
And this model is spreading beyond DeFi metrics.
@predictdotfun is experimenting with 15-minute markets on gold, crude oil, and SK Hynix, while @xomarket lets users create their own markets.
Distribution is expanding too.
@cryptocom has launched Predict Pro, @coinbase is bringing prediction markets into Coinbase Wallet, and @Kalshi is working with CBS News to distribute election-related market data.
I think the real opportunity is turning measurable outcomes into liquid markets.
Onchain data provides the settlement reference. Market creators define the contracts. Trading platforms bring users and liquidity.
The more reliable and transparent the resolution process becomes, the more types of outcomes can potentially be traded.
DeFi dashboards could become an important source of settlement data for this next wave of prediction markets.
Think about how we normally use @DefiLlama.
We check protocol revenue, fees, TVL, and other metrics to understand how a project is performing.
Now those same metrics can become the basis of prediction markets.
Through its _, traders can take positions on revenue outcomes for Hyperliquid, Pump, Aero, Uniswap, and other protocols.
Trueo even reported a 93% market-implied probability of Collector Crypt reaching $15M in October revenue.
That's a different way to interact with onchain data.
Instead of simply comparing historical performance, traders can express expectations about future protocol activity.
And this model is spreading beyond DeFi metrics.
@predictdotfun is experimenting with 15-minute markets on gold, crude oil, and SK Hynix, while @xomarket lets users create their own markets.
Distribution is expanding too.
@cryptocom has launched Predict Pro, @coinbase is bringing prediction markets into Coinbase Wallet, and @Kalshi is working with CBS News to distribute election-related market data.
I think the real opportunity is turning measurable outcomes into liquid markets.
Onchain data provides the settlement reference. Market creators define the contracts. Trading platforms bring users and liquidity.
The more reliable and transparent the resolution process becomes, the more types of outcomes can potentially be traded.
DeFi dashboards could become an important source of settlement data for this next wave of prediction markets.
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You paste a contract, a payslip or an API key into an AI chat.
That text travels to a server you rarely think about.
DeepSeek open-sourced DeepInfer, its serving engine, to lower compute costs.
Cheaper AI pulls more of daily life into prompts, so I followed one prompt through leaves your machine
@AskSurplus masks keys, passwords and seed phrases, so the provider only sees placeholders.
@PhalaNetwork's Private AI Proxy verifies the AI service with hardware attestation before your context leaves.
On the way to a model
@UsePodAI serves each model through several providers, with private routes beside open ones.
@redpill_gpt offers one OpenAI-compatible API for TEE-backed private inference.
While the model runs
@chutes_ai runs 14 open models, each inside a hardware-attested TEE.
@0G_labs runs models in sealed hardware in privacy mode, where 0G and the provider both stay blind to the inference.
@Arcium builds encrypted computation for confidential AI inference.
After the answer
@AskVenice says it stores zero of what you send in Venice Chat, and passed 5M users this week.
When a company needs proof
@openservai logs every agent decision, cost and step in one dashboard, with a SOC 2 audit underway.
My check before pasting anything sensitive: masked secrets, a named provider, attested hardware, a clear storage policy.
As AI gets cheaper, people hand it more of their lives.
Services that prove where each prompt goes will earn the most trust.
That text travels to a server you rarely think about.
DeepSeek open-sourced DeepInfer, its serving engine, to lower compute costs.
Cheaper AI pulls more of daily life into prompts, so I followed one prompt through leaves your machine
@AskSurplus masks keys, passwords and seed phrases, so the provider only sees placeholders.
@PhalaNetwork's Private AI Proxy verifies the AI service with hardware attestation before your context leaves.
On the way to a model
@UsePodAI serves each model through several providers, with private routes beside open ones.
@redpill_gpt offers one OpenAI-compatible API for TEE-backed private inference.
While the model runs
@chutes_ai runs 14 open models, each inside a hardware-attested TEE.
@0G_labs runs models in sealed hardware in privacy mode, where 0G and the provider both stay blind to the inference.
@Arcium builds encrypted computation for confidential AI inference.
After the answer
@AskVenice says it stores zero of what you send in Venice Chat, and passed 5M users this week.
When a company needs proof
@openservai logs every agent decision, cost and step in one dashboard, with a SOC 2 audit underway.
My check before pasting anything sensitive: masked secrets, a named provider, attested hardware, a clear storage policy.
As AI gets cheaper, people hand it more of their lives.
Services that prove where each prompt goes will earn the most trust.
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In 2024 an Arup employee wired $25.6M after a video call full of deepfakes.
Now World ID runs inside Zoom.
AI made faces cheap to copy.
So apps now ask: is a real person behind this screen, wallet or agent?
Each team asks for one piece of you, then proves only the fact an : @worldnetwork verifies people with its Orb. World ID now covers Zoom calls, banking and AI agents, with Pantera and VanEck as design partners.
> Your passport chip: @selfxyz reads the chip in a passport or national ID and proves age or nationality with zero-knowledge proofs. Self says it serves 20M+ users.
> Your records: @Humanityprot proves facts like age, income or identity while the data stays with you. Its site counts 8M+ Human IDs. @zkPass turns data from any website into a proof.
> Your wallet history: @HumnPassport, formerly Gitcoin Passport, gives each wallet a humanity score. Airdrops use it to filter bots. It lists 2M+ users.
> Your agents: @billions_ntwk ties each AI agent to a verified human. It counts 2.5M+ verified users and 25K+ verified agents.
One important distinction: proof of human ≠ proof of identity.
The strongest designs tell an app "real and unique" and keep your name private.
My filter for any proof-of-human project: what it collects, where that data lives, and which apps already call the check.
Proof of human is becoming a normal login step for calls, banks and agents.
The networks already inside those apps will set the standard 🫡
Now World ID runs inside Zoom.
AI made faces cheap to copy.
So apps now ask: is a real person behind this screen, wallet or agent?
Each team asks for one piece of you, then proves only the fact an : @worldnetwork verifies people with its Orb. World ID now covers Zoom calls, banking and AI agents, with Pantera and VanEck as design partners.
> Your passport chip: @selfxyz reads the chip in a passport or national ID and proves age or nationality with zero-knowledge proofs. Self says it serves 20M+ users.
> Your records: @Humanityprot proves facts like age, income or identity while the data stays with you. Its site counts 8M+ Human IDs. @zkPass turns data from any website into a proof.
> Your wallet history: @HumnPassport, formerly Gitcoin Passport, gives each wallet a humanity score. Airdrops use it to filter bots. It lists 2M+ users.
> Your agents: @billions_ntwk ties each AI agent to a verified human. It counts 2.5M+ verified users and 25K+ verified agents.
One important distinction: proof of human ≠ proof of identity.
The strongest designs tell an app "real and unique" and keep your name private.
My filter for any proof-of-human project: what it collects, where that data lives, and which apps already call the check.
Proof of human is becoming a normal login step for calls, banks and agents.
The networks already inside those apps will set the standard 🫡
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A memecoin now holds 30.5% of all tokenized AMC on @RobinhoodApp Chain.
The frenzy behind it hit $440M a day, then fell 96%.
Each buy of a meme paired with a Stock Token pulls that stock into the meme's pool.
Traders moved on, and the pools still hold the stock.
How to read of a stock token's onchain supply, held in its biggest meme pool (Oct 19).
MEME/AMC 30.5% ██████░░░░
BONER/HIMS 20.7% ████░░░░░░
AI/NVDA 6.6% █░░░░░░░░░
INU/AAPL 5.1% █░░░░░░░░░
Three launchpads mint these pairs:
- @longdotxyz: tokens on top of Stock Tokens, 28.6K launches and $909M traded in 30 days
- @ponsdotfamily: "home of memestocks", 155.7K launches and $3.1B traded
- @AlfaClubdotapp: social launchpad since Sep 28, keyholders split 50% of fees
The pool sets its own price: tokenized HIMS hit 4x the stock in August
Open launches cut both ways too.
Sleuth Wazz links one crew to 53 launches and $18.43M extracted (his claim).
Memes rent the stock as a trading pair today.
Tomorrow the deepest meme pools become the stock's main onchain market
The frenzy behind it hit $440M a day, then fell 96%.
Each buy of a meme paired with a Stock Token pulls that stock into the meme's pool.
Traders moved on, and the pools still hold the stock.
How to read of a stock token's onchain supply, held in its biggest meme pool (Oct 19).
MEME/AMC 30.5% ██████░░░░
BONER/HIMS 20.7% ████░░░░░░
AI/NVDA 6.6% █░░░░░░░░░
INU/AAPL 5.1% █░░░░░░░░░
Three launchpads mint these pairs:
- @longdotxyz: tokens on top of Stock Tokens, 28.6K launches and $909M traded in 30 days
- @ponsdotfamily: "home of memestocks", 155.7K launches and $3.1B traded
- @AlfaClubdotapp: social launchpad since Sep 28, keyholders split 50% of fees
The pool sets its own price: tokenized HIMS hit 4x the stock in August
Open launches cut both ways too.
Sleuth Wazz links one crew to 53 launches and $18.43M extracted (his claim).
Memes rent the stock as a trading pair today.
Tomorrow the deepest meme pools become the stock's main onchain market
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Arbitrum launched a growth program for USDG.
The first 10 teams holding $10M of USDG each earn 200K ARB.
The bar is a 30-day average, and Arbitrum has yet to name accepted teams.
So I ranked the apps holding USDG on Arbitrum by distance to $10M, using each project's own .
Who looks close depends on whose counter you read.
How to read the bars: each █ is $1M of USDG, and 10 full blocks reach the $10M bar.
Over the line
@gauntlet_xyz USDG Premium: $27.9M deposited, per Morpho ██████████
@GMX_IO: $12.6M USDG per Arbitrum's dashboard, $11.4M of it in the Dollar Vault per GMX ██████████
@SteakhouseFi USDG Pro: $10.2M deposited, per Morpho ██████████
Those vault figures count deposits. Arbitrum's USDG dashboard counts the dollars that stay put, and there Morpho holds $4.2M.
The gap is a loan book
$33.8M of the vault money is lent out, per Morpho. The borrowers are holders of @maplefinance syrupUSDG, with $38.0M posted as collateral.
Still climbing
Outside lending, the pools sit further back, per Arbitrum's dashboard:
@0xfluid USDG/USDC pool: $2.4M ██░░░░░░░░
@Uniswap pools: $1.3M █░░░░░░░░░
@mayan and @RIFTHQ route money into USDG, so balances pass straight through
ARB rewards on both Morpho vaults end Oct 20, per the DRIP app.
The first 30-day average will separate borrowed demand from reward farming.
The 2M ARB goes to the teams whose dollars stay after the rewards stop.
The first 10 teams holding $10M of USDG each earn 200K ARB.
The bar is a 30-day average, and Arbitrum has yet to name accepted teams.
So I ranked the apps holding USDG on Arbitrum by distance to $10M, using each project's own .
Who looks close depends on whose counter you read.
How to read the bars: each █ is $1M of USDG, and 10 full blocks reach the $10M bar.
Over the line
@gauntlet_xyz USDG Premium: $27.9M deposited, per Morpho ██████████
@GMX_IO: $12.6M USDG per Arbitrum's dashboard, $11.4M of it in the Dollar Vault per GMX ██████████
@SteakhouseFi USDG Pro: $10.2M deposited, per Morpho ██████████
Those vault figures count deposits. Arbitrum's USDG dashboard counts the dollars that stay put, and there Morpho holds $4.2M.
The gap is a loan book
$33.8M of the vault money is lent out, per Morpho. The borrowers are holders of @maplefinance syrupUSDG, with $38.0M posted as collateral.
Still climbing
Outside lending, the pools sit further back, per Arbitrum's dashboard:
@0xfluid USDG/USDC pool: $2.4M ██░░░░░░░░
@Uniswap pools: $1.3M █░░░░░░░░░
@mayan and @RIFTHQ route money into USDG, so balances pass straight through
ARB rewards on both Morpho vaults end Oct 20, per the DRIP app.
The first 30-day average will separate borrowed demand from reward farming.
The 2M ARB goes to the teams whose dollars stay after the rewards stop.
Introducing the Arbitrum Stablecoin Growth Program.
Apps with $1M in stablecoin balances that make $USDG their primary stablecoin on Arbitrum can apply for the Arbitrum Stablecoin Growth Program that includes:
> Performance-based incentives
> Ecosystem support and perks
> 2M ARB prizeteams to hit $10M of $USDG TVL
Apply today and learn more below. 👇🧵
airtable.com/appNPlINVhkcwn…
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