AI & DeFi Protocols - The report highlights a curated list of over 125 tokenless protocols and farming strategies, focusing on emerging trends in AI and DeFi [1] - Several AI protocols are noted, including decentralized AI model @NousResearch, deep research crypto AI model @Surf_Copilot, and AI portfolio analytics @cerebro_hq [1][2][4] - DeFi protocols mentioned include @flyingtulip_ (a new on-chain DEX), @vooi_io (a Perp DEX), and @MMTFinance (a top DEX on Sui with $05 billion TVL) [3][4] - The report also mentions @USDai_Official (AI backed stablecoin yield) and @gaib_ai (AI backed yield with $150 million cap reached) [2][4] Neo Banks & Infrastructure - The report identifies several Neo Banks, including @useTria, @RevolutApp, and @Plasma One, with @useTria's "Best Path" swap tech potentially driving fees to token holders [3] - Infrastructure projects are highlighted, such as @ethos_network (onchain credibility), @legiondotcc (capital launchpads), and @privy_io (acquired by Stripe) [5] L1/L2 & ZK Tech - The report discusses various L1/L2 projects, including @monad (TGE on October 14th), @megaeth_labs (EVM L2), and @AbstractChain (consumer crypto chain) [5] - ZK tech (privacy) projects are mentioned, such as @EspressoSys (ZK shared sequencing), @brevis_zk (ZK co-processing), @NexusLabs (ZKVM verifiable AI/compute), and @zkPass (zkTLS private web data) [5][7] NFT & Gaming - The report touches on NFT marketplaces like @opensea and the revival of @moonbirds with the BIRB token announcement [6] - Gaming related projects such as @fireball_gg (automate gaming agents) are also mentioned [5]

RT s4mmy (@S4mmyEth)I've curated a spreadsheet of >125 tokenless protocols, and farming strategies.The complete list has been published to my subscribers and I'll include the link on Tuesday in my FREE newsletter (link in bio).Here are some notes on several of them below:a) AI:- @NousResearch: Decentralized AI model (Sign up to portal), no token.- @Surf_Copilot: Deep Research crypto AI model (Pro sub). Cyber is parent token, but no token for this protocol/entity.- @Almanak__: Automated Yield + DeFAI strateg ...

AI - The industry is exploring decentralized AI models like NousResearch, which currently does not have a token [1] - Deep Research crypto AI models such as Surf_Copilot are gaining traction, with Cyber being the parent token [1] - AI-backed yield strategies are emerging, exemplified by USDai_Official and Gaib_ai, the latter reaching a $150 million cap [2][4] - AI portfolio analytics are being developed, as seen with Cerebro_hq, which utilizes NFTs and pro subscriptions [4] DeFi - New on-chain DEXs with innovative fundraising mechanisms are being developed, such as flyingtulip_, founded by AndreCronjeTech, aiming to raise $1 billion [3] - Automated Yield + DeFAI strategies are being explored by Almanak__, with a TGE (Token Generation Event) expected at the End of Month (EOM) [2] - Perp DEXs (Perpetual Decentralized Exchanges) are gaining attention, with vooi_io backed by yzilabs, and LABtrade_ raising $5 million [4] Infrastructure - Onchain credibility protocols like ethos_network are emerging, using daily tasks and ETH vouching to accumulate XP [5] - Capital launchpads without tokens, such as legiondotcc, are gaining traction due to democratization of investment access [5] - Consumer credibility protocols like ConsumerFi are being developed, using tasks for Compute Credits to rank on leaderboards [5] L1/L2 - New L1/L2 solutions are emerging, including monad with a TGE on October 14th, and megaeth_labs, an EVM L2 [5] - Base is anticipated to launch in Q1 2026, encouraging accumulation of organic eco activity [5] ZK Tech (Privacy) - ZK (Zero-Knowledge) tech is gaining attention, with projects like EspressoSys focusing on ZK shared sequencing [5] - Brevis_zk is exploring ZK co-processing, backed by yzilabs [5] NFT - NFT marketplaces like OpenSea are incorporating trading volume and partner rewards to collect chests for XP [6] - Moonbirds is experiencing a revival with the O Cap games acquisition, announcing a BIRB token and encouraging participation in the ecosystem [6]

INSIGHT: 3 out of the top 5 DEXs are on BSC.Do you think $BNB szn is still ongoing? https://t.co/LFGa8kgNMB ...

🤔 BEE NETWORK'S OWN PERP DEX?! Few expected @Beenetworkintl to unveil work on its own perpetual futures exchange... get the details now https://t.co/3eE5TCk9fO ...

RT BSCN (@BSCNews)🚨 @COINBASE EXPANDS DEFI ACCESS IN THE U.S.!DEX integration lets users trade millions of assets and stake ETH & SOL in New York 👇https://t.co/Avzm8ioXzd ...

Once you go DEX you never go CEX ...

Once you go DEX you never go back ...

jupiter lend hit $1.2b tvl in 21 days. aave took 18 months. difference is jupiter already had 890k monthly swap users. 32% of lenders came from their dex on day one. every dominant dapp launching lending or perps gets instant product market fit. distribution beats innovation every time in defi ...

Market Position - Hyperliquid is identified as the perps DEX category leader, suggesting a dominant position in its market segment [1] - The analysis suggests that owning the category leader is generally a sound investment strategy [1] Financial Performance - Hyperliquid is consistently buying back $3-5 million in tokens per day [1] - Revenue demonstrates a consistent, linear growth trajectory [1] Competitive Landscape - CZ's attempt to compete with Hyperliquid using Aster has not significantly impacted Hyperliquid's performance [1] - The emergence of new, attention-grabbing BSC coins is seen as a potential distraction, but not a fundamental threat [1] Investment Strategy - The analysis suggests that focusing on established leaders like Hyperliquid is preferable to investing in beta plays, which often underperform [1]