Technology & Innovation - Irys aims to replace oracles by storing computation on the same layer [1] - Native data access for significantly lower cost compared to protocols spending $100 million annually on Chainlink feeds [1] Tokenomics & Launch - August Token Generation Event (TGE) precedes Q4 mainnet launch [1] - 0.3% fair launch allocation [1] Investment Opportunity - Expects significant repricing once DeFi builders understand oracle elimination [1] - Accumulate genesis NFTs now [1]

hyperliquid processes the entire btc to eth rotation anonymously.$4b swaps zero kyc$101m monthly fees buying hypewhales abandoned cexs for better execution.watch the book. ...

Partnership & Tokenomics - Irys 存储 40TB 机器人训练数据，成本为 001 美元/GB，通过一项合作产生 40 万美元的 Token 燃烧 [1] - 该合作关系具有通货紧缩效应 [1]

sbi holds 9% of ripple equity plus xrp bags but chose chainlink for actual payment rails. 19 white house officials hold $2.35m combined after cto confirmed zero value accrual. three layer extraction: ripple sells to institutions who sell to believers who sell to nobody ...

"$900k in unclaimed pythia fees creating artificial dumps", on-chain data showing 50.4% holders haven't touched august 18 distributions.fee claims normalize in 2-3 weeks max, then $420k monthly revenue becomes sole flow driver, september 15 v2 launch doubles that to $840k programmatic monthly buys. ...

Chainlink SVR Performance - Chainlink's SVR (Staking v0.2) captured $200 thousand in 24 hours during the August market crash [1] - Liquidations generate fees, with 35% flowing to the reserve [1] - The reserve uses the fees to programmatically buy LINK tokens [1] Market Impact - Market volatility translates into revenue for Chainlink [1] - Increased market downturns lead to more LINK being bought programmatically [1]

DeFi Protocol Analysis - Morpho's FDV/TVL ratio is 0083 [1] - Total Value Locked (TVL) in Morpho reaches $10 billion [1] - Speculation suggests Coinbase users may be unknowingly contributing to yield farming on Morpho [1]

SEPTEMBER UNLOCK EXHAUSTIONS:$ZRO: $5.20$ARB: $2.85$OP: $4.10$STRK: $1.90$PYTH: $0.85$JTO: $3.40$TIA: $12.50$SEI: $0.92$MANTA: $2.20$ALT: $0.45$BLUR: $0.78dilution cliffs create floors! ...

yearn's 35% morpho loops weren't enough to wake depositors, given 89% of eligible vaults sit idle earning basic yields. so, $436m sleeps. and now, "only 225 farmers claiming $500k rewards". extraction happens in plain sight. ...

xrp etf filers coordinating s-1 amendments to unlock the most illiquid major asset. 5.8% exchange supply meets unlimited etf demand., 5 issuers filing within 90 days, court ruling precedent stronger than eth had, 3.3b tokens on exchanges vs 57b circulating, grayscale converting $43m trust at 8% discount, march 2025 $5 calls showing 234k open interest ...