Cross-Chain Protocol Performance - Wormhole's value is down 47% from its all-time high [1] - LayerZero's value is down 73% from its all-time high [1] Emerging Trends - Monad's success indicates that new Layer 1 blockchains launching in 2025 and beyond require cross-chain functionality from the outset [1] - Berachain and MegaETH are expected to adopt a similar cross-chain strategy [1] Infrastructure and Valuation - Infrastructure tokens are currently priced as if chains operate in isolation [1] Platform Activity - Wormhole processed 57,000 transfers in the first 24 hours [1] - Mayan achieved $65 million in volume, representing 38% of their total platform flow [1] Market Positioning - W and ZRO are positioned as the AWS (Amazon Web Services) of cross-chain technology [1]

Market Position - NEAR Protocol has become the leading cross-chain infrastructure with 35% market share [1] - The protocol is processing $30 billion annualized volume [1] - Thorswap, Zcash, and Stableflow are routing through NEAR Intents [1] Fundraising & Valuation - Oceanpal is raising $120 million to buy 10% of supply [1] - The protocol's valuation is 0.35x that of Chainlink [1]

Cross-Chain Infrastructure - HyperBridge is reshaping how blockchains communicate, acting as undersea cables for crypto [1] - HyperBridge aims to remove trust from the cross-chain system, addressing failures of traditional bridges [1] Company Focus - HyperBridge is building cross-chain infrastructure [1]

Cross-Chain Infrastructure & Technology - HyperBridge is reshaping how blockchains communicate, acting as undersea cables for crypto [1] - HyperBridge aims to remove trust from the system, addressing failures of traditional bridges [1] - Decentralization and openness are crucial for survival in the blockchain space [1] - The discussion includes lessons from working with Ethereum and Polkadot co-founder Gavin Wood [1] - HyperBridge's breakthrough involves a novel approach to cross-chain communication [1] Business & Investment - The podcast explores how to convince teams to bet on HyperBridge [2] - It also covers HyperBridge's pitch to convince investors [2] - The discussion touches on making HyperBridge a sustainable system [2] Philosophy & Motivation - The podcast delves into the philosophy behind building open, verifiable systems and rejecting gatekeeping [1] - Growing up in Nigeria shaped the founder's drive to build trustless systems [1]

Partnerships & Technology - Chainlink 与阿联酋 Zand 银行合作 [1] - 合作将测试代币化资产和跨链基础设施 [1]

New Listing Announcement - BitMart announces the primary listing of Portal To Bitcoin (PTB) [1] - Trading pair is PTB/USDT [2] - Trading starts at 13:00 PM UTC on September 3, 2025 [2] Technology and Infrastructure - PortalToBitcoin introduces a non-custodial cross-chain infrastructure for secure trading between Bitcoin, Ethereum, and Solana [1] - The infrastructure is powered by BitScaler technology, designed to scale Bitcoin transactions [1]

Overview - HTX 深度分析：Chainlink 如何为链上金融和 RWA 提供支持 [1] Technology & Infrastructure - 数据和跨链基础设施是 Chainlink 的核心驱动力 [1] Tokenomics - 飞轮代币经济学：质押 + 储备回购是关键机制 [1] Adoption & Integration - 机构集成和多链采用正在推动 Chainlink 的发展 [1]

Cross-Chain Infrastructure & Governance - Stargate's $70 billion volume dominance highlights the importance of cross-chain infrastructure [1] - Cross-chain infrastructure wars are creating governance arbitrage opportunities [1] - LayerZero's $110 million bid indicates significant investment in the cross-chain space [1] - Wormhole's counter-offer suggests competitive dynamics in cross-chain infrastructure [1] Financial Implications - Jump's $40.5 million stETH liquidation reflects market volatility [1] - W token's $386 million market capitalization is being compared to a $110 million+ acquisition cost [1] - The 5-day suspension suggests potential market instability or regulatory concerns [1]

Token Listing & Trading - $AB 代币进入 post-only 模式 [1] - $AB 代币交易将于 8 月 8 日开始 [1] - 开放 $AB 代币存款 [1] Technology - 项目结合了代币化和跨链基础设施 [1]

DeFi Infrastructure - Pendle and Zora are building infrastructure for DeFi 2.0 [1] - Infrastructure is more enduring than temporary yields [1] - Liquid lockers preserve voting rights across protocols [1] - Deep integration with Uniswap V4 is planned [1] - Cross-chain infrastructure is already operational [1] Market Perspective - The market is currently focused on chasing yields [1] - The market may be overlooking the importance of infrastructure development [1]