jupiter vote live through feb 21 to kill 1.5b tokens of annual emissions. $57.85m in buybacks since feb 2025 didnt stop 58% decline from october peaks. 800m JUP staked, vote probably passes. but perps share dropped from 10% to 4%. if Q1 revenue misses $100m the buyback math breaks regardless of what passes ...

x402 processed $41m in micropayments with no token. V2 shipped feb 16 with 15+ facilitators competing. Base overtook Solana in 6 weeks, from 12% to 50%+ share. 21k ERC-8004 agents need payment rails. the infrastructure play is facilitators like Heurist and DayDreams if they tokenize. x402 is stripe for AI agents and you can't buy equity ...

maple syrup trades at 0.15x revenue. $2.1m annual revenue, $4.1b AUM, zero defaults on $20b+ originated loans, $322k market cap. core foundation lawsuit created this. feb 26 investor call either confirms path to $100m ARR and this re-rates or the legal overhang proves terminal. 15+ integrations shipped in 5 months into complete price indifference. fundamentals and price have never been more disconnected ...

hyperliquid HIP-3 silver perps captured 2% of global primary silver market 30 days after listing. $5.2B daily volume matched ETH-USDC. 31% of platform volume now non-crypto assets. new capital entering crypto rails through commodities and stocks. the tradfi trojan horse is working ...

circle CCTP moved $110b across 17 chains. the V2 upgrade nobody discusses: hooks let you transfer USDC cross-chain and auto-deposit into yield protocols in one atomic transaction. programmable cross-chain execution is live. V1 deprecates july 31. every bridge integration rebuilds or dies ...

euler grew 940% to $2.13b TVL by letting you borrow stablecoins against tokenized SPY at 4% and earn 12% on the same platform. bug bounty just jumped from $1m to $7.5m. SPYon at $25m TVL is borderline liquidation-viable. this primitive works until it doesn't and the team is paying $7.5m to find out which ...

sonic generates $10k monthly revenue at $181m market cap. flying tulip launches on sonic but also ethereum, avalanche, base, bsc, solana with hyperliquid and monad expansion planned. when your flagship project hedges across 6+ chains before launch, they're telling you the answer. watch where FT volume actually goes after feb 23 ...

VIRTUAL down 70% from highs with 10,912 agents deployed on ERC-8004, doubled from 5k six months ago. 75% market share of all AI agent identities. team sent 13m tokens to binance feb 13. infrastructure scaling into an owner distributing. either accumulation phase or the people closest to the project know something ...

ZRO buybacks pulled $1.63m over 4 months. feb 20 unlock dumps $60m onto the market. buyback covers 2.7% of one unlock. 45m tokens hit monthly through 2027. arca loading 437k tokens while alameda sends 11m to wintermute. great tech trapped in 17 months of supply overhang ...

flying tulip raised $280m with a perpetual PUT that lets you redeem $1 USDC anytime forever for every 10 FT tokens. $126m already deployed earning 8-12% yield that funds buybacks if price drops below $0.10. tokens go transferable feb 23. first week of trading tells you if this becomes the new defi fundraising standard or breaks under sell pressure. yield generates $219k daily max buyback power. whales dumping $10m in a day breaks the floor and triggers bank run dynamics. andre cronje's most ambitious mechan ...