babylon's co-staking requires 20,000 baby tokens per btc staked. 57,759 btc locked needs 1.155 billion baby tokens but only 690 million exist in circulation. that's a 465 million token shortage before a single new btc gets staked. down 96% at $0.0172 with aave v4 integration testing q1 ...

lighter burns $18 per $1m btc perp volume. hyperliquid burns $467. founders fund and robinhood vcs just backed lighter with $68m at $1.5b valuation. zero fees forever for order flow, not a promotion. hyperliquid bleeding $200m daily outflows. execution costs determine who survives the perp dex wars. ...

arkham shipped 6 major features in 25 days. mobile app, dex, api access, one-click alerts. $107m market cap for a platform tracking $1.2 trillion in labeled transactions across 500,000 entities. nansen raised at $750m valuation in 2021 with worse coverage. arkm trades at $0.195 after dumping from $0.30. they're building the bloomberg terminal for crypto and the market thinks it's another analytics dashboard. ...

asi alliance generating $35m revenue this year, vaneck projects $2.8b by 2030. trades at 14x revenue. ethereum trades at 616x. google cloud partnership live, nike and hilton deployed agents, 2.5m autonomous agents processing transactions. payment system launches january. ocean protocol dumped $120m and left but the infrastructure keeps shipping. $fet at $0.21 after 83% drawdown pricing in total failure not 80x revenue growth. ...

zcash got sec roundtable seat december 15 and grayscale etf filing november 26. winklevoss twins need 556,000 more zec to hit their 5% supply target. that's $249m of guaranteed buying at current prices. monero got 73 exchange delistings this year. zec got relisted on okx. the only privacy coin getting institutional bids has a $1.09b market cap gap to xmr. ...

defituna's bonding curve locks buys for 60 minutes then guarantees exit at entry price minimum. 595% tvl growth since september with zero token incentives. https://t.co/31ZmEI042X processed $10.7b volume with 98.7% of tokens dead after 30 days. defituna removes the rug by removing instant selling. bots can't flip what they can't sell. forced 60-minute alignment creates actual price discovery not 10-second chaos. if you're tired of getting dumped on in microseconds this is the only bonding curve that mathema ...

apollo's $1.2b acred fund settling live on sei right now. $696b asset manager running actual credit positions on-chain, not test pilots. hamilton lane's $700b scope fund launching q1. state street backing ausd0 stablecoin for settlement. sei at $735m market cap pricing defi activity not trillion dollar credit rails. when apollo adjusts collateral positions in real-time instead of 48 hours they unlock 20-30% more deployable capital. that's $240-360m additional leverage from same equity base. ...

hyperliquid hip-3 deployers staking $19.3m hype to launch stock perps. tradexyz processed $4.9b volume in 6 weeks, generated $2-5m fees. 10-25% roi on deployed capital. hyena launching usde-margined markets next. https://t.co/U2WuIv5DtM targeting 200k tps. permissionless stock trading printing cash for early deployers before regulators notice the 24/7 nasdaq perps doing $350m daily volume. ...

bitmine bought 3.2% of ethereum's total supply for $12.46b and announced they're going to 5%. tom lee's firm is absorbing 138,452 eth weekly during peak bearishness. no institution has ever openly targeted 5% of a top 2 crypto. exchange reserves at 8.84% all time low. they're telling you the price discovery hasn't started. ...

Core Business & Strategy - Base is positioned as the settlement layer for machine commerce, facilitating transactions between AI agents [1] - Coinbase collects fees from X402 micropayments, but the primary value lies in transaction intelligence [1] Technology & Innovation - X402 payment standard enables micropayments at $0.001 per transaction for AI agent base processes [1] - The system captures payment flow data from billions of future agent transactions, creating a "Bloomberg terminal" for autonomous AI economics [1] Market Opportunity - Every X402 payment reveals data on AI service pricing power, agent revenue generation, and task costs [1] - Transaction intelligence provides insights into which AI services are successful and what tasks are most valuable [1]