• One-liner: Democratizing yield on native, stable, and real-world tokenized assets
• Airdrop potential: High (ORBs rewarded across testnet + mainnet; TGE confirmed)
• Token: Not yet launched
• Notes: ORBs (On-chain Reward Bonds) earned via testnet & mainnet staking; will convert at TGE.
3. @ambient_xyz
• Category/Subcategory: Crypto + AI Infrastructure
• One-liner: A PoW chain that turns AI model training into a secure, rewarded on-chain activity
• Airdrop potential: No formal airdrop campaign announced yet
• Token: Not yet launched
• Notes: No farmable points or airdrop mechanics so far. Backed by @a16z, @delphi_ventures, and @ambergroup_io.
4. @cline
• Category/Subcategory: AI Developer Tools/Autonomous Coding Agent
• One-liner: An open-source AI coding agent that helps write, debug, and ship full-stack code collaboratively.
• Airdrop potential: Low (No token model, strong SaaS/open-source focus, no reward programs announced)
• Token: None (No plans or signals for a native token)
• Notes: 1.3M installs, 31K+ followers, backed by strong dev traction. High GitHub activity (40K+ stars), but operates more like open-source infra than an on-chain protocol.
5. @optimex_xyz
• Category/ Subcategory: BTCFi
• One-liner: A non-custodial DeFi layer for native Bitcoin enabling swaps, lending, and margin trading
• Airdrop potential: Medium (No official program yet, but early app usage + alpha testers could be eligible)
• Token: Not live (No public info on TGE or tokenomics yet)
• Notes: No points, no token. Could be building for retroactive reward flow.
• One-liner: An EVM-compatible Layer 1 merging TradFi & DeFi, enabling compliant settlement of tokenized assets & stablecoins
• Airdrop potential: Low (No airdrop announced; focus is on institutional adoption and compliance)
• Token: No native token; settles in USDe and $ENA
• Notes: Powered by @ethena_labs and @Securitize. Designed for both institutional and permissionless use cases. Early partners include @aave, @pendle_fi, @MorphoLabs, and @maplefinance.
7. @hubble_sonic
• Category/Subcategory: DeFi/Yield strategy fork
• One-liner: An evolution of Tomb Finance, reimagined on @SonicLabs for optimized DeFi yield strategies.
• Airdrop potential: Medium (Early-stage, no token confirmed, but mentions of user onboarding suggest incentives may follow)
• Token: Not live
• Notes: Project claims lineage from Tomb Finance, likely building a rebased or algorithmic yield structure.
• Market Cap: $2.91T (-6.39%, lowest since $2.71T on Nov 11, 2024)
• ~$400B in market cap vanished
• $1.51B liquidated
• $BTC at $87,678 (-6.72%)
• Bitcoin Fear & Greed Index: 25
• ETH (-9.76%), SOL(-12.23%), XRP(-10.86%), DOGE(-10.28%)
Wtf is happening?
Key factors ↓
The crypto market is collapsing like a house of cards & no one’s sure why. Let’s connect the dots between experts, panic, and hidden catalysts.
1. Bybit Hack:
Many linked the market downturn to the Bybit hack on February 21, 2025, during which $1.46 billion in crypto assets were stolen—the largest crypto heist of all time.
Result: This might create a risk-off sentiment that prompted many traders and investors to panic sell.
Why it might not be: Bybit remains solvent, with reserves exceeding liabilities and bridge loans filling liquidity gaps.
2. Trump's Tariff Announcement:
On February 24, during a press conference, Trump announced a 25% tariff on Canada and Mexico, shaking up markets and pushing investors away from risky assets like crypto.
Recently, @Spectral_Labs launched Spectral Syntax V2 beta, which allows anyone to create autonomous, community-owned AI agents.
I decided to give it a try and launched my own AI Agent, relying on research data.
Now, I have the answer to whether AI Agents are a big thing ↓
First, a disclaimer: please don't rush to purchase access to my AI Agent. It was created solely to test the functionality of Spectral Syntax V2.
I'm here to share my experience, not to shill my AI Agent (it's not very smart).
So now, with the disclaimer in place, let's move to the interesting part.
What is Spectral Syntax V2?
It's a platform for creating autonomous, community-owned AI agents. Unlike traditional logic-driven bots, these agents are self-organizing and operate independently, relying on humans solely to boost their productivity.
Are memecoins truly a springboard for gains this bull run?
• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis
In-depth research ↓
Many call this year the "Year of Memecoins," with charts showing memes outperforming all other Web3 narratives.
This thread highlights key points from my latest research.
For a more in-depth exploration, please read my publication on Substack ↓ stacymuur.substack.com/p/are-memecoin…
The main challenge in evaluating the memecoin sector's performance is that most dashboards include only the largest memecoins (or cult coins).
For instance, on @artemis__xyz, the memecoin index currently tracks only 19 of the largest memecoins.
In Web3, the data load is massive, with thousands of protocols spanning dozens of categories. Many investors either narrow their focus to specific narratives, or rely on pre-made insights from influencers and analysts.
In this thread, I’ll share a customizable research framework ↓
Step 1: Defining Your Research Scope
Why focus on specific categories? The answer is simple: effective comparisons. Each market segment has unique parameters that reveal insights into a protocol’s potential and market share. By analyzing protocols within a single vertical, you can make clearer, more accurate comparisons.
Decentralized computing stands out as one of the most competitive sectors in Web3, significantly reducing computing costs for global businesses.
@ICN_Protocol is a noteworthy protocol with immense potential.
Here's why & how to be early ↓
Impossible Cloud Network (ICN) is a decentralized, multi-service platform designed to revolutionize cloud infrastructure. ICN distinguishes itself through:
• SLA Oracle Nodes, ensuring reliable performance and transparency.
• Decentralized storage and computing, reducing costs and enhancing security.
• Scalable, flexible infrastructure that adapts to user needs, preventing vendor lock-in.
• Tokenized incentives that drive network growth and reward active contributors.
Margin notes for @a16zcrypto's "State of Crypto 2024" report:
Key data highlights and additional context you might need for a full understanding of the market ↓
When a16z dropped their annual "State of Crypto" report, most media outlets, X accounts, and Telegram communities, started sharing their beautiful charts. All these charts can be united with one simple red line: “We’re optimistic, and here’s why”.
I appreciate the work done by the a16z team. They conduct excellent research, and their mission to inspire belief in Web3 and its potential is something I truly admire.
In this thread, I want to share some additional context and data highlights to complement this report.