Overview of Axiom's Business Model - Axiom is monetizing flow at every step, capturing the entire loop of connect, track, trade, and farm, unlike DeFi apps that monetize a single action [1][2] - Axiom functions more like a trading OS than a DEX, combining spot, perps, and yield under one roof, routing liquidity instead of owning it [4][5] - Axiom's biggest vulnerability is its reliance on trading volume; if traders slow down, revenue collapses [6] Financial Performance - Axiom is on a $600 million annual run-rate, regularly pulling $1-3 million per day in fees, all of it company revenue [2] - Axiom's revenue is up 560% quarter over quarter [3] - Axiom is the most capital-light revenue engine in DeFi, with a $0 TVL model, meaning its economics don't depend on asset custody or mercenary liquidity [4] Competitive Positioning - Axiom sits in a unique spot on the DeFi map as part aggregator, part execution engine, part rewards platform [3] - Axiom's competitive edge lies in capturing flow rather than winning liquidity wars [5][6] - Axiom relies on Solana for spot liquidity, Hyperliquid for perps, and MarginFi for yield, making it vulnerable to disruptions in these upstream dependencies [7] Potential Opportunities - Axiom has a points + rakeback system that rewards trading, referrals, and quests, potentially leading to a revenue-backed airdrop [8] - Axiom's biggest moat may be being the default interface where traders start their day, owning the flow in DeFi [9] Risks and Challenges - Other trading apps and perps venues can fight aggressively for order flow, creating competitive pressure [10] - Rewards programs may attract short-term users who leave once incentives fade, posing a mercenary flow risk [10]

RT Sei (@SeiNetwork)Sei’s DeFi ecosystem grew 68% in Q2 alone, reaching all-time highs of $600M+ TVL.Protocols like Yei Finance, Sailor, and Takara are driving onchain momentum — showing how quickly capital markets scale on frictionless rails like Sei.Markets Move Faster on Sei. ($/acc) https://t.co/xEt4tAn9Sh ...

Project Introduction - Term Labs is now live on BNB Chain, aiming to provide fixed-rate borrowing and lending services [1] - Term seeks to unlock predictable, on-chain borrowing and lending for millions within the BNB Chain ecosystem [1] DeFi Ecosystem Impact - The integration of Term Labs into the BNB Chain DeFi ecosystem is welcomed [1] - Term's services are intended to benefit millions of users in the BNB Chain ecosystem [1]

🚨🆙 @pendle_fi's TVL is ATHs of ~$13.7 billion, up ~300% since May.Top 3 chains by TVL: @ethereum, @HyperliquidX, @arbitrum. https://t.co/6oUAke2X4S ...

It's time to determine the #1 DeFi community on @base! 🟦The competition begins tomorrow on @jokerace_io:⤷ 16 protocols⤷ 1 👑 for the winning communityVote + earn ETH if you're side wins!Here's how the bracket stacks up 👇 https://t.co/1zcAeFjvYjShapeShift (@ShapeShift):Loading >>>based defi competition on @jokerace_io[████████░░] 80% ...

Aave V4 Overview - Aave V4 is projected to be a major DeFi event in 2025 [1] - It features a Hub-and-Spoke architecture [1] - It introduces risk-priced borrowing [1] - It enhances risk management [1] - It includes a new liquidation engine [1]

Giza Platform Overview - Giza is a decentralized network deploying autonomous agents to generate high yields by shifting passive deposits to Active Capital [1] - The network operates through three core layers: Semantic Layer, Smart Authorization Layer, and Decentralized Execution Layer [2][3] - The $GIZA token captures value via protocol fees, funding token buybacks, liquidity growth, and treasury development [3] Product Launches and Features - Swarms is an incentive verification layer that validates advertised yields through real-time testing, ensuring agents deliver verified results [1][3][4] - Pulse is an autonomous agent with Pendle Finance, targeting Principal Token (PT) portfolios and offering fixed-yield positions [1][3] - Pulse simplifies fixed yields by managing expiries, rebalancing, and optimizing allocations [3] Performance and Adoption - Giza's flagship agent, ARMA, delivers 15% on USDC, surpassing standard DeFi yields [2] - Pulse launched with ETH-PT markets on Arbitrum at 13% APR, filling its $3 million cap in three hours [4] - Giza has $20 million in Assets Under Agents and a 20% reload rate, indicating user satisfaction [2] Future Outlook - Giza aims to build a portfolio of intelligent agents optimizing specific domains [6] - The rapid sellout of Pulse demonstrates user enthusiasm for DeFAI solutions [6] - Giza plans to expand partnerships to include more chains and higher capacity [4]

RT darknight.eth (@darknight_ethh)From underdog to undisputed ruler 👑@aave went from just 10% market share → now controlling 73% of all active loans in DeFi.Today, Aave leads with $27.9B in active loans. To put it in perspective: every other lending protocol combined? Still only half of Aave.Aave isn’t playing DeFi… Aave is DeFi. ...

RT BSCN (@BSCNews)⚡ @SEINETWORK GETS @CHAINLINK DATA!Sub-second feeds now power trading & DeFi on Sei with 300+ asset streams and more. Details ⬇️https://t.co/EplB8tFAaS ...

RT BSCN (@BSCNews)⚡ @SEINETWORK GETS @CHAINLINK DATA!Sub-second feeds now power trading & DeFi on Sei with 300+ asset streams and more. Details ⬇️https://t.co/EplB8tFAaS ...