- DeFi TVL is nearing all-time highs - DeFi tokens are outperforming the market - DeFi mindshare has been increasing in the last 6 months - The SEC states that staking doesn't need managerial oversight to be compliant If you're in DeFi, stay here. The future is bright.

IMO $RHEA can be a solid beta play of $NEAR. Here's why: - Leading liquidity hub on @NEARProtocol - Strong backing from the NEAR team and community - Still flying under the radar - Much higher growth potential (only a $14m market cap) Considering it has a $260m TVL, I see it can break $200m market cap easily. I'd say it's the best bet on a NEAR season.

Why I put @Aptos in the Crab category: - Strong tech and high TPS Aptos uses the Move VM and parallel execution, giving it a theoretical throughput of over 100k TPS; it has reached a max TPS of 12,993 already. Infrastructure-wise, it’s top-tier. - Small ecosystem Despite the tech, developer, and user activity is lagging. It has a TVL of just ~$1b, and low DEX volume, few transactions, and a conservative stablecoin supply. - No killer app Aptos lacks a flagship application, nothing equivalent to a GMX, Uniswap, Pumpfun, Zora, etc. Without a product market fit that retains users daily or defines the chain, it remains a “build-first, hope later” environment.

X is a goldmine if you want to build advanced knowledge and spot opportunities before everyone else. It’s where information drops first, where analysts share their insights, where networking is easiest, and where you’ll find the richest alpha on upcoming projects. But to truly make the most of it, you need to follow the right accounts. Here’s a curated list to get you started: + @atoms_res Shares deep research and good opportunities, whether it’s testnet farming or hidden gems. A great follow to stay ahead of the curve. + @el_crypto_prof Posts daily technical analysis with clear breakdowns. Perfect for active traders looking for reliable, consistent chart insights. + @TATrader_Alan Another strong voice in technical trading. Sharp, frequent updates and a fresh take on market movements. + @TheDeFiKenshin One of the best for DeFi alpha. Explains protocols and strategies in a simple way, making it easy to understand how to take advantage of them. Very active. + @Defi_Warhol I’ve known him for a while, writes across many topics and always brings a personal, thought-provoking perspective. Always worth reading. + @stacy_muur Breaks down complex topics with clarity and elegance. Covers a wide range: DeFi, AI, news… very well-rounded and insightful. + @crptst Don’t judge her by follower count. She’s been in DeFi for years and knows her stuff. Only recently started sharing her knowledge publicly, definitely one to follow. + @AmirOrmu An on-chain analyst at @castle_labs, one of the top Web3 orgs. Shares highly valuable research backed by deep on-chain data. Strongly recommended.

Only 15 projects reached a max TPS of >1000 Discuss?

Underrated Lending Protocols: @marginfi @3janexyz @WildcatFi @TermMaxFi @hyperlendx @Dolomite_io @felixprotocol @ebisu_finance @TenorFinance @spineprotocol What did I miss?

Every major AI token is up in the last 24 hours ahead of today's GPT-5 release. The last time OpenAI had a significant breakthrough, we witnessed a full-blown AI szn. History repeating?

0/ BOB has raised an additional $9.5M in strategic rounds between December 2024 and July 2025. A total of $21M has now been raised to build the Gateway to Bitcoin DeFi.

I was exploring the weekly top gainers and stumbled across $RHEA, it's up 97% in the last 7 days. Apparently, @rhea_finance is a top DeFi hub on @NEARProtocol. It just TGE-ed and managed to hold up pretty well in a bloody market. $RHEA has been listed on top exchanges like @LBank_Exchange, @BitrueOfficial, Binance Alpha, etc. Pay attention to projects outperfoming when the market is crashing, usually a strong sign.

INFINIT has evolved into a DeFAI powerhouse by merging AI agents with one-click DeFi execution. It’s not just automation, it’s programmable liquidity at scale. Here's my bullish thesis on @Infinit_Labs 🧵