1. CLARITY Act draft bans passive stablecoin yield. Circle crashes 20%, Coinbase drops ~10%. Coinbase declines to support the new draft.
2. $TAO pumps another 10.4% today after completing its first halving event, cutting token emissions by half.
3. Elon Musk's X hires Benji Taylor (ex-Aave Labs CPO, ex-Base design lead) as X Money prepares for April launch.
4. @MidasRWA introduces mGLOBAL in partnership with Fasanara Capital ($5.5B AUM), tokenizing a European asset-backed lending fund.
5. @obexincubator deploys $1B to link @SkyEcosystem's USDS with RWA yield from AI data centers, energy, and housing via partners including Maple, Centrifuge, and Securitize, USDAI, etc.
6. @pudgypenguins launches Pengu Card on Visa with @KASTxyz live in 170+ countries, up to 12% cashback.
7. @whop launches Treasury powered by @aave. 21M+ users can now earn yield on balances automatically.
8. UK bank Monument to tokenize up to £250M in retail deposits on @MidnightNtwrk, first UK bank to tokenize deposits on a public blockchain.
9. @payy_link raises $6M seed for privacy-first stablecoin payments using zero-knowledge proofs. 100K+ users across 120 countries.
10. SBI and Sony back @StartaleGroup's $63M Series A to build Japan's tokenized finance stack (securities, stablecoins, and a consumer superapp)
11. @tori_finance launches a yield protocol bringing institutional delta-neutral strategies onchain. Up to 15% APY with zero crypto market exposure. Backed by @Delphi_Ventures.
13. Franklin Templeton selected @OndoFinance to bridge their entire ETF suite into the digital asset environment, starting with five equities and gold ETFs.
Stay sharp! See you tomorrow.
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Hyperliquid is probably the most unique ecosystem today.
Apps run on the same engine. No foundation-led liquidity programs. No discretionary narrative protection. Projects compete on execution.
The @HyperliquidX ecosystem looks like Ethereum in its early days 🧠🧵
HyperEVM is best understood not as a general-purpose chain, but as the userland extension of a functioning exchange.
No GameFi, no NFTs, no SocialFi really make sense here. Only financial primitives and infra/tools built to improve trading, liquidity, and capital efficiency.
🧠 AMM DEX
The DEX war on top of HyperEVM looks similar to other chains.
Uniswap-style concentrated liquidity, ve(3,3) flywheels, and intent-based routing compete on LP deposits and token-incentive flows.
5 newly launched blockchains with attention. ~$1.06b in fundraising. Nearly $3B in combined TVL. $2.5M combined chain fees generated to date.
What the data says 🧵
🧠 Key takeaways:
1/ TVL ≠ value capture for chains: $2.85B TVL generates just $2.4M/year (0.08% capture).
2/ Monad leads in DEX activity: Highest trading volume and DEX turnover.
3/ Katana stands out as the most sustainable incentive model for token holders with diversified revenue and a self-sustaining loop.
4/ Tech ambition ≠ adoption: Ink shows the strongest perps activity, while MegaETH is the more ideal chain for instant trading.
5/ Poor capital efficiency: $1.06B raised for ~99K DAU (~$10.7K/user); at current revenue, ROI would take centuries.
🧠 TVL & Concentration:
TVL trajectories show 3 patterns:
1/ Plasma peaked at $5.5B post-launch, then steadily declined as early investors exited and token price collapsed 93%
2/ Katana peaked at $677M pre-TGE, then declined post-TGE (a typical sell-the-news pattern where capital leaves once the farming catalyst (token claim) happens
3/ Monad shows the only consistent uptrend, growing from $0 to $377M over 5 months with no major retracement.
Tether, Circle, Stripe, and more are rolling out their dedicated blockchains for global stablecoin payment.
Here are the top competitors in the race 🧠🧵
2/ Don't forget to bookmark this thread or RT for future reference 🔖
3/ Why build more new chains when Ethereum, Solana, and Tron already work?
Because they weren’t designed for:
- Millions of daily transactions with millisecond latency
- Predictable, low-cost fees in the stablecoin itself
- Built-in fiat ramps
- Compliance-friendly privacy
- Custom control over infrastructure and economics
To make the most of this bull market, your feed needs more than just noise
Here’s a curated list of 90 high-signal CT accounts that belong in your “compounding value” portfolio.
(Not in any order - updated 2025) 🧠🧵
Whether you're a retail investor, a builder, a marketer, or a BD in crypto, this is the thread you’ll want to bookmark and return to.
Don’t forget to RT and save it for later 🔖
🧠 Macro & Market Insights:
@DefiIgnas - Smart insights, market analysis, project critiques. His popular Substack blog "Ignas | DeFi Research," delivering in-depth analyses on the most trending crypto topics
@ahboyash - A seasoned GTM strategist with deep market insights
@Route2FI - Narrative-driven psychology, OG DeFi advocate
@patfscott - Market trend breakdowns and analytics
@rektdiomedes - Shares sharp crypto insights. A must-follow to stay ahead of the curve.
@waleswoosh - Web3 guy, NFT and InfoFi mindshare
@arndxt_xo - DeFi, market, and macro insights
@milesdeutscher - Comprehensive analysis: DeFi trends, airdrops, overviews
@ayyyeandy - Rollup insights, multi-chain DeFi, market thoughts
@0xkyle__ - Market analyst, DeFi/macro intersections
@cobie - He's a highly influential figure in the crypto world, best known for his sharp insights, humor, and no-nonsense commentary
@0xLouisT - Crypto VC trends, high FDV, meme dynamics, ETFs
@sjdedic - Ethereum performance, DeFi trends, market updates. He's
Founder & Managing Partner @MoonrockCapital
@dcfgod - He's a prominent crypto investor (EtherFi, Ethena...). He shares sharp insights on yield farming, staking strategies, and more
@redphonecrypto - He's an anon crypto storyteller, philosopher, and innovator known for his sharp insights into blockchain and markets
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