RT Capital Markets (@capitalmarkets)The Q3 @MessariCrypto State of Solana report is live👇https://t.co/HO6L7D4VOHHighlights include1⃣DeFi TVL grew 33% QoQ to $11.5B2⃣Stablecoins grew 37% QoQ to $14.1B3⃣RWAs grew 42% QoQ to $682M4⃣SOL DATs hold $3.9B at the end of Q3 ...

🚨 BIG: Stablecoins, ETFs, and DATs surged from $180B to $560B since 2024.That's over 3x growth.But that run is now slowing down.Where do we go next? https://t.co/KTK3JnkIHx ...

Agentic Commerce & AI - Agentic Commerce 有望在 2026 年爆发，预计将被数十亿的代理使用 [1] - 代理信誉层至关重要，Ethos Network、Ch40sChain、Moca Network 等协议可能提供代理信誉数据存储库，从而增强经济互动 [1] - 关注新兴的 AI 优先链，这些链将 Agentic 活动作为优先事项，例如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs ICP 及其合作伙伴 [1] - AI 支持的收益，如 gaib_ai、USDai_Official、AethirCloud，鉴于对计算和 GPU 的巨大需求 [1] - KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和代理群，以破译时间线中的信号 [2] Robotics & Undervaluation - 过去 6 个月机器人技术改进速度惊人，预计将呈指数级增长，目前可以预购价格低于 2 万美元的机器人 [1] - 机器人领域总市值低于 4 亿美元，被严重低估 [1] Decentralized Finance (DeFi) & Traditional Finance (TradFi) - 资产管理和收益优化代理，如 gizatechxyz、almanak、yieldseekerxyz、ZyfAI_，使自动赚取 2 倍 TradFi 收益变得更容易，且没有费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使 TradFi 采用或被抛弃，关注 Tether 和 Circle 市值增长，表明更多美元进入链上，为 Agentic 基础设施的开发做好准备 [1] - 预测市场有机会颠覆传统博彩市场，为零售提供突破性用例，Vooi_io 等聚合器支持通过单一 UI 耕作多个 Perp DEX [1] - RWA（Real World Assets）的代币化是不可避免的，区块链优于当前系统 [1] Privacy & Regulation - 隐私币解决了区块链活动过于透明的问题，ZEC 价格上涨是该领域的良好营销案例 [1] - EchoDotxyz 的收购已为 ICO SZN 第二轮做好准备，一旦《Clarity Act》通过，将与 Base token 一起，以及代币持有者的股权权利如何出现 [1] Data & Tokenization - 即使是 InfoFi 仍然很原始，平台正在收集有价值的数据 [2] - 监控 DAT 的进展和 mNAV，作为机构兴趣短期上限的指标，同时监控谁在推出 DAT 作为锁定团队代币的流动性事件或出于真正的原因 [1]

RT Hunter Horsley (@HHorsley)Bitcoin Treasury Companies and DATs are very good for crypto imo. Rooting for them.- They do investor relations for ecosystems- They can implement active strategies to generate yield- They provide exposure to equity, convert, preferred investors- They buy & hold, long term oriented- Over time, some may operate business linesCrypto assets are decentralized ecosystems of actors. I believe DATs add a valuable new leg to the stool. ...

NEW FREE REPORT: State of Crypto x TradFi Q3 202525+ charts/graphics, 9,000+ words.Everything you need to know about crypto ETFs, DATs, RWAs, crypto stocks, enterprise blockchains, and more! https://t.co/RyHshVt0i2 ...

Every cycle, leverage creeps into the system.In the last cycle, the leverage was hidden from view in FTX/CeFi.Naturally, we looked for hidden leverage this time as well, with Ethena and DATs as primary targets.Yet, the leverage was sitting plainly in front of our eyes. Few cared.And unlike FTX/CeFi collapse last time, this flush is open and the risk of REKT entities with system risk is lower, too.Still hard to say 100% as rumors of Binance solvency (although very unlikely) need to be left behind.Feeling cau ...

RT Gareth Jenkinson (@gazza_jenks)I’ve taken a week to reflect on @token2049 and the week that was in Singapore.This conference still remains my favourite on the global calendar.Massive, but really well organized. MBS is the right size for a mammoth programme.The who’s who of the industry was there, minus @saylor. Stand outs for me were @paoloardoino @BoHines @fundstrat @ethereumJoseph @CryptoHayes.Conversations really centred around stablecoins and DATs. Pity Saylor wasn’t there to balance out the focus on ...

Things I'm interested in today: (09.22.2025)1) PlasmaInsane news this morning out of Plasma about the Plasma One program. It's basically what got me excited about Blast early last year (liquid yield on top of spendable account) but this time w/ a metric fk ton more capital behind it. This is a legitimately gigantic use case. The Neobank beckons.2) DATs/Treasuries/Public Company AccumulationThese continue to be the largest marginal buyer...and we got a huge announcement today out of the Avalanche ecosystem t ...

The Funding: DATs have raised $20 billion, but have they peaked? What's next? https://t.co/bqD8r0owMP ...

RT 0xLouisT (@0xLouisT)Quick mental framework for looking at DATsYou can think of them as PE-style closed-end funds with perpetual life, a broad mandate, and liquid LP shares, which just happen to denominate most (or all) of their AUM in a single asset: the underlying token.Why managers like running them:- Easy asset raising: raising massive size is unusually easy because of the current bubble.- No redemptions: no LPs knocking at the door to get their money back (the DAT can just trade at a discount).- No f ...