solana etf pulled $126m same week ethereum etfs lost $2.6b. institutions trimming eth positions to fund sol allocations during q4 rebalancing. ethereum l2s lost 68% of active addresses from highs. 50+ chains fragmenting liquidity. solana's unified execution layer capturing the rotation ...

gearbox protocol saved $30m during the xusd collapse. zero bad debt across 3 years and $9b volume. stream finance lost $93m, elixir holding $68m bad debt, compound treasury depleted. the protocols that said no to toxic collateral are the only ones left standing ...

chainlink reserve bought 729k link in 9 weeks using enterprise revenue from swift ubs and central bank deals. enterprises pay in fiat that converts to link off exchange creating invisible buy pressure. no withdrawals planned for years. sergey confirmed hundreds of millions in revenue already flowing. link trades at $23 with the infrastructure securing $100b tvl ...

veil at $13m market cap has coinbase ventures backing and just launched selective disclosure for kyc compliance. coinbase can't build privacy tools directly but base can host them. 13% of supply already staked in 2 weeks. first privacy protocol designed to survive regulation not fight it ...

illuvium appears on both the warning list and endorsed list from the same analyst who made millions identifying scams. star atlas too. off the grid got its warning reversed completely. slow rugs extract value over years not days. cornucopia rekt games infinity rising explicitly flagged. gaming tokens down 80-95% from ath because teams emit tokens faster than they ship products. anichess has 3m onchain puzzles solved. everything else is development updates and token unlocks ...

hyperliquid burns $25m weekly through buybacks. $900m already removed from circulation at $3.6m daily pace. protocol generates more revenue than ethereum tron and jupiter combined. hype only trades on their own dex keeping binance buyers out. they're buying back faster than most protocols earn fees ...

ondo captures 67% of all tokenized us equities onchain. $313m tvl in 2 months. drives 10% of ethereum gas during peak trading. smart money holds $298m in ondo tokens, more than uni. token trades at $0.67. that's not a defi protocol valuation for infrastructure controlling the bridge between $100 trillion traditional markets and blockchain ...

ore protocol burns $630k daily from mining fees against a $210m market cap. that's the entire market cap in buybacks every 333 days. wintermute reports 4 ore tokens left across all otc desks. $25k buys experience 25% slippage. the protocol is eating its own float faster than miners can produce supply ...

spark savings and suilend taking the $2.8b fleeing pooled lending protocols. isolated pools contained stream's $93m hole to single markets. compound morpho euler holding 9 figures in bad debt from elixir exposure. gauntlet lists deusd on compound, treasury depleted covering losses. architecture beats curator brands now ...

x402 protocol processed 10m+ ai agent payments in 30 days. $200m eth deployed through chainlink cre. mastercard and ubs integrated for cross-border settlements. 50,000 agents on elizaos generating $15k per round. everyone buying virtual and ai16z missing the infrastructure that lets machines pay machines without human authorization ...