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ethena usde supply on ton just crossed $200m.
the spike came right after telegram wallet added in-app support... turning telegram 900m+ users into potential stablecoin holders overnight.
this is what real distribution looks like.
TON-1.08%
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$HANA pre-market lighting up whales market right now. last trade? $0.058.
meanwhile, the @HanaNetwork pre-sale on Kaito launchpad got oversubscribed by 3x. not a typo.
with tge around the corner, both price and volume look primed for a spike.
early birds are already circling.
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sei defi just did something most chains cannot pull off
look at this tvl breakdown and you will see what everyone missed. sei hit $609m tvl in q2 while the token pumped 63%, but the real story is in the protocol distribution.
yei finance holds $366m of that tvl - over half the ecosystem. this is not diversified defi growth, this is one protocol doing heavy lifting.
sailor and dragonswap add another $154m combined. three protocols control 85% of sei's entire defi ecosystem.
this concentration actually creates opportunity most people are not seeing. when tvl is spread thin across dozens of proto
SEI-3.25%
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biggest airdrop season in years- $MASK, $SEA, $PUMP, plus a wave of TGEs coming in hot.
and people are still bearish?
wild times to be on the sidelines.
MASK-1%
PUMP-5.9%
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yo engagement after the new x algo update
literally feels like i'm tweeting into the void
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kol speedrun for fast cash:
1. launch random coin
2. nuke the price (rug it)
3. pretend you got hacked-bonus if you post a screenshot of a fake email for the drama
4. if it gets loud, pay mutuals to vouch that you’re innocent
5. boom, 5 figs in your wallet and everyone moves on by next monday
you’d think people would stop falling for this lmao
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token launches used to mean picking a chain, praying for traction, then paying gas to start over somewhere else
now?
one click and you are live on 69+ chains. why limit yourself to one playground when you can go full omnichad mode from the jump
@printrgobrrr got u covered
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monad mainnet in september 🤐
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$110b market just got unlocked on Pendle, thanks to boros.
that is not a typo-massive new playground for yield trading.
PT/ YT yields now in focus.
but here is the kicker: liquidity provision is the secret sauce for fixed APY strategies.
ignore at your own risk.
PENDLE0.11%
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yo, check out what just happened with linea on aave
you know how most chains take months or years to build up their defi ecosystems? linea said "nah, we are doing this in weeks"
look at this chart - linea was literally invisible through july & august. then september hits & this thing goes parabolic
we are talking about going from zero to $1.9B in market size. that puts linea as the #2 chain on aave, only behind arbitrum
while zksync era was chilling at the top around 30% market share, linea came out of nowhere & grabbed 22% in what looks like 2-3 weeks max
the crazy part? this is not just peop
LINEA-6.15%
AAVE-3.18%
ARB-3.7%
ZK-2.06%
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the numbers do not lie.
$203.7M in tokenized money market funds on Ethereum through Fidelity alone. this is not some random defi experiment anymore. this is one of the world's largest asset managers putting real institutional money onchain.
look at that chart. flat for months, then a sharp vertical climb starting in august. that is not retail fomo, that is institutional adoption happening in real time.
here is what this actually means: instead of your money sitting in a traditional bank account, it sits in a smart contract on Ethereum. same safety, same returns, but now it is programmable & ve
NOT-2.53%
IN-3.9%
ETH-1.26%
DEFI-3.62%
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this chart tells the whole story about solana doubters
remember when sol was $8?
everyone said it was dead.
the tvl tells a different story.
we went from zero to $13b & we are just getting started.
here is what happened while people were calling it dead:
> builders kept working
> people kept using it
> money kept flowing in
> apps kept launching
now solana defi is huge.
this is not about who was right or wrong.
this is about seeing opportunities when others give up.
$13b is just the start.
solana is fast & cheap.
more developers are building on it every day.
the growth is real.
people who boug
SOL-1.79%
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looking at this treemap, something shifted this week that caught my attention.
defi just flipped l1s for mindshare dominance.
we have not seen this pattern in months, maybe longer.
the green sections tell the story here - defi protocols are grabbing more conversation share while layer 1s took a step back from their usual top spot.
what is driving this rotation?
could be the recent yield farming opportunities, new protocol launches, or just natural market cycles playing out.
the data shows defi at the forefront again, which feels significant given how l1 narratives have dominated crypto twitter
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waiting for @HanaNetwork announcement today
remember that teased about today might be sth big
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hana network signals are getting loud & i cannot ignore what i am seeing...
started tracking their onchain activity 3 weeks ago when i noticed some unusual patterns:
> dev commits increased 35% in august
> testnet transactions up 250% from july lows
> smart contract deployments hitting new highs daily
> multiple vcs quietly following their socials
then i see snapshot confirmed for next week september 18th. that is not a coincidence.
now ct is buzzing with rumors about september being "hana's month" & honestly the timing checks out:
> mainnet speculation ramping up
> tge rumors getting louder
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looking at this chart & it is wild how circle's supply just keeps climbing...
we are at ~$71b now & this diversification across chains is exactly what the market needed. remember when USDC was mostly just ethereum? now we are seeing real multi-chain adoption.
here is what is interesting:
> supply growth accelerating again after that 2022-2023 dip
> diversification means more liquidity everywhere
> institutions clearly comfortable holding USDC at scale
the 2022 crash taught everyone about diversification & circle delivered. now we have USDC flowing through polygon, arbitrum, avalanche, solana..
AMP-1.02%
WILD-2.73%
ETH-1.26%
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