@byreal_io - DEX developed by Bybit - is going to initiate the Reset Launch with the first project @fragmetric - a native liquid restaking protocol built on Solana.
But who’s just sitting on idle USDT/USDC? CT's chasing low-risk yields with yield-bearing stablecoins
That said, always ask yourself: where’s the yield coming from?
Here's your ultimate yield-bearing stablecoin landscape 🧠🧵
In this thread, we’ll cover some of the most adopted yield-bearing stablecoins, with a quick intro and their total supply
Bookmark or RT to share with friends or save for later! 🔖
🧠 What are yield-bearing stablecoins?
Unlike regular stablecoins like $USDT or $USDC, which just hold value, yield-bearing stablecoins earn passive income while you hold them, like a savings account for your crypto
In 2 days from now, a big safety upgrade will be executed on @aave
- A more resilient safety model for Aave
- Possibly 12% APY on stablecoin staking, 6% APY on ETH
8 things you should know about Aave Umbrella 👻🧵
1️⃣ What's Aave Umbrella?
A new system that lets you stake aTokens - the interest-bearing tokens you get when lending on Aave (aUSDC, aGHO, aWETH) to earn rewards
In return, you take on risk: if borrowers don’t repay and Aave ends up with bad debt (deficit), your staked aTokens can be slashed to help cover the loss
2️⃣ Why is Aave Umbrella better than Safety Module (the current system)?
Safety Module: Users stake $AAVE or LP tokens
=> Not ideal because if Aave has a shortfall in stablecoins like USDC, it has to sell the staked $AAVE to cover it, causing sell pressure and delays.
From data and training infrastructure to frameworks and launchpads, these projects are cultivating a bullish ecosystem for Crypto AI agents.
Let's dive into details 🧵
We spent 5 hours scanning and studying each project building in Crypto AI and Agentic AI so you don't have to.
Don't forget to bookmark this thread or RT for future reference! 🤌
🧠 AI Agent Frameworks:
- @ai16zdao's ElizaOS: multi-agent simulation framework based on Typescript
- @GAME_Virtuals: low-code toolkit, modular agentic framework by Virtual team
- @0xzerebro's Zerepy: open-sourced agent framework based on Python
- @arcdotfun: rust-based rig framework for AI agents
- @aetherdotfun's AetherOS: a framework to build agentic ecosystems and swarms that can work, learn and adapt to each other.
- @ReiNetwork0x: dual-layer architecture to connect AI and blockchain
ETH mindshare hit its rock bottom in 12 months (by @_kaitoai)
CT's attention has been dominated by "AI agents," which account for over 50%.
ETH hasn't broken its ATH for 3 years.
Is this the bottom signal? Will 2025 be the pivotal year for ETH? 🧠🧵
First up, let's wrap up why ETH so underperformed in the last year:
1. Competition from other blockchains like Solana and Base 2. L2 explosion and blob space with its Dencun upgrade, making ETH less deflationary. 3. Staking mindshare fades away with the point meta 4. The launch of Ethereum ETFs in the U.S. was initially expected to boost ETH's price, but ended up a disappointment. 5. Market sentiment changed quickly, Ethereum is experiencing an "identity crisis," with doubts about its potential as a store of value or internet money.
All led to a dead end: Lower network activity
Ethereum has struggled to regain its peak activity levels. Weekly transactions, which peaked at 11M in May 2021, have plateaued at around 9M.
Similarly, active weekly addresses have remained range-bound between 300K and 400K.
- Bitcoin passed $100K
- Total crypto market cap hit $3.91T
- Stablecoins' supply surged to $204B
- Spot BTC and ETH ETFs reeled in +$100B in under a year
- The U.S. ushered in its most pro-crypto Congress yet
Your 2024 Crypto Roundup 🧠
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Let's go through some top topics around 2024:
- Macro Trends
- Crypto Policy
- Institutional Adoption
- Rise of Solana
- Memecoins
- Fundraising
- User Adoption
- DeFi
- DePIN
- Crypto x AI
Before we dive in, don't forget to bookmark this thread for further reference.
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🧠 Macro Trends
- Legacy Markets: Despite fears of recession, inflation moderated, and the U.S. economy showed resilience.
The Fed began cutting rates, and the S&P 500 delivered a remarkable ~27% YTD return.
AI-driven productivity and a surge in gold demand became key macro themes, while energy prices remained stable despite geopolitical tensions.
$PENGU is the official token of the Pudgy Penguins NFT collection, featuring 8,888 adorable penguins.
Launched in 2021 on Ethereum, Pudgy Penguins initially faced challenges, but eventually have become the biggest wave of crypto adoption to the world.
• Acquired by @LucaNetz in 2022 for 750 ETH
• Brand revitalized → Pudgy Toys introduced at Target, Walmart, and Amazon
• Now the 2nd largest NFT project by market cap, just behind CryptoPunks