StacyMuur
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Icymi, @pumpdotfun is no longer the #1 memcoin venue.
New hero: @bonk_fun.
HERO1.24%
BONK0.78%
FUN-1.26%
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The biggest VC rounds: AI in focus.
Watchlist ↓
1. Infrastructure-first (Deep Tech Plays)
These projects are building rails, compute layers, privacy-preserving tooling, or data marketplaces. They aim to become part of the protocol stack, not the app layer.
Examples:
• @nillionaire98 (privacy-preserving computation)
• @oceanprotocol (data liquidity layer)
• @SentientAGI (decentralized AI compute)
• @PhalaNetwork (confidential smart contracts & compute)
These are high-capex, high-mojo bets often with long time horizons and complex regulatory overlays.
2. Agent-first (Consumer UX plays)
This grou
VC4.95%
IN12.25%
DEEP1.23%
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Top-100 performance, YTD ↓
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This is very bullish for @plumenetwork:
You can now gain yield exposure to new credit markets from BlackRock, Fidelity, Blackstone, and Invesco through @NestCredit.
NestCredit is powered by Plume.
Reading between the lines.
PLUME3.75%
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I don't want to ruin your party,
But did anyone read the tokenomics of @billions_ntwk?
Or do we no longer need to reveal tokenomics to raise $$?
DON-0.71%
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🟢 Daily Top Crypto Gainer – Aug 6
@Mantle_Official $MNT | $0.918
+18.36% over the past 7 days
Why It’s Pumping:
Mantle is riding a mix of bullish technicals, major product rollouts, and investor confidence tied to its massive ETH-backed treasury.
What’s Driving It:
• Technical Breakout: Cleared $0.82 resistance for the first time since Feb. 20% intraday spike on 280% volume surge.
• Ecosystem Expansion: Launch of Mantle-based neobank and $400M tokenized fund pushed adoption.
• ETH Reserve Confidence: 101,867 ETH ($388M) in treasury deepens trust and buffers sell pressure.
• TVL & Inflows: Sta
MNT8.73%
WHY3.46%
MAJOR0.93%
ETH1.97%
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Most of DeFi feels like a speedrun.
New token every day.
Leaderboards.
Farming airdrops.
It’s fun… until it’s not.
Burnout is real, and most people chase noise, not yield.
The other day, I saw a post from a research-focused KOL I follow. They were discussing @TeaFi_Official, and it caught my attention.
Curious, I did a quick dive and ended up talking to the team. The planned features seem like they could genuinely address many of the pain points we've all experienced in DeFi.
It appears someone is finally building real DeFAI — not another 'earn in your sleep' meme, but a system that adapts to
DEFI-5.11%
TOKEN-1.12%
EVERY-0.03%
FUN-1.26%
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Remember @satoshivm?
SAVM-0.77%
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Btw: @pancakeswap 's TVL took a 75% hit, still processing billions
Sometimes surviving is the flex.
CAKE1.04%
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ICYMI: The @Yellow public sale is live.
$740K has already been committed out of the $800K goal.
The narrative? Chain abstraction.
Yellow enables:
• Trustless cross-chain interoperability
• Trustless dapps with the Yellow SDK (we call them “yApps”)
• Trustless trading with Yellow’s native clearing protocol
• Trustless real-time execution
No bridges. No seed phrases. No gas worries.
NFA, DYOR.
GOAL2.15%
CROSS-0.4%
DYOR2.05%
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This is the best visualization of the @KaitoAI / InfoFi effect I have ever seen.
Activity on X: number of tweets.
Let that sink in.
Source: @_dexuai
EVER2.49%
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573 yield protocols couldn't outperform 14 restaking apps.
That's it.
Here's the data.
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You can issue the most ‘regulation-ready’ stablecoin but you can’t control where the users mint it.
So $2.1B of USD1 lives on @BNBCHAIN.
READY1.06%
MINT-3.47%
USD1-0.05%
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Guess who's now on @legiondotcc.
Call 911 ↓
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Was reading some research papers this weekend, this is interesting:
• Average amount Americans think they’ll need to retire: $1.46 million
• This is up from $1.25 million in 2023 — showing rising inflation & lifestyle concerns.
• Yet, the average retirement savings: only $88,400
**Desperation enters the scene**
Source:
Northwestern Mutual 2024 Planning & Progress Study
THINK3.82%
LL0.49%
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