figure markets democratized prime clears heloc-backed loans at 8.5% apy through dutch auctions. ylds stablecoin already controls 68% of sui deepbook's $1.2b daily volume. sec-registered, treasury-backed, generating 4.8% base yield. $180m tvl in 30 days. sui becomes the private credit settlement chain by default when blackrock buidl integration goes live. every institution needs compliant on-chain rails. figure built them first. ...

momentum finance launches tomorrow with 0% team unlock, 0% investor unlock at tge. controls 78% of sui dex volume, generating $177.5k daily fees. that's $64m annual revenue at $163m market cap if it opens at $0.80. binance, bybit, kucoin all listing simultaneously. zero insider supply for 12 months on a protocol that already prints fees. supply shock meets real revenue. ...

kite just hit binance at 1.4b fdv with paypal ventures leading $33m. paypal processes $1.4t yearly and they don't invest in experiments. they invest in infrastructure they integrate. shopify integration means every ai agent purchase flows through kite settlement. paypal needs decentralized rails for autonomous commerce and they just told you which one. ...

zcash broke $372 but the real trade is wrapped zec on solana dexs doing $12m daily volume. privacy coins got delisted everywhere 2020-2022. now they trade wrapped on solana where no regulator can touch them. anchorage custody plus flashtrade 50x perps means institutions can finally position. zec invented zk-snarks that power every zk rollup. at $7b market cap it's priced like a dead project not the privacy tech that enabled $100b+ in zk infrastructure. ...

virtuals protocol has a 26.42m token whale from dec 2023 dumping into every pump. they just moved 7.958m tokens worth $13.45m to teneo yesterday. cost basis $1.54, current price $1.67. that's 4% of circulating supply creating permanent resistance at $1.50-2.00. fundstrat can pump all they want but this allocation needs to clear before virtual breaks higher. trade the range, don't marry the thesis. ...

kamino finance controls 70% of all pyusd on solana. $452m from $5m in 30 days. paypal needs kamino more than kamino needs paypal. when one defi protocol captures an entire tradfi stablecoin's growth engine and gets paid $2.4m monthly to do it, you're not buying yield farming. you're buying infrastructure monopoly. ...

hyperliquid holds $5.5b in usdc generating $220m yearly for circle. usdh launch captures $110m of that for the protocol instead. no product changes, no new users needed, just redirecting existing reserve yield from circle's shareholders to hype holders. $110m annual revenue at 20x multiple adds $2.2b to protocol value. native stablecoins are the easiest revenue unlock in defi. ...

mexc offering 600% apy on usdt staking with $40m frozen in withdrawals for 20+ days. no exchange pays 600% unless they need your deposits to cover other users' exits. when stablecoin yields exceed 30% anywhere, that platform is already dead. get your funds out now. ...

near protocol just flipped to #1 cross-chain infrastructure with 35% market share processing $30b annualized volume. thorswap, zcash, stableflow all routing through near intents now. oceanpal raising $120m to buy 10% of supply. protocol doing chainlink's job at 0.35x the valuation. ...

forward industries holds $1.65b in sol but trades at $45m market cap. that's buying sol at 97% discount through nasdaq. they generate 1,000+ sol daily from staking, $67m annual yield that prevents dilution. citadel already figured this out with 4.5% stake in defi dev corp doing same playbook. when sol etfs launch at premiums, these treasury stocks trading at 88-97% discounts to nav get violent repricing. ...