gm everyone
road to 700 yaps
this week, i’ll be writing about some interesting projects on @KaitoAI that are pushing different parts of crypto forward:
- @megaeth_labs – high-speed ethereum layer-2 with millisecond block times
- @Novastro_xyz – rwa and tokenization infrastructure for real-world assets
- @AlloraNetwork – ai-driven tools for yield and risk optimization
- @0xSoulProtocol – multi-chain liquidity layer for lending and borrowing
- @MMTFinance – liquidity growth experiments (still early, more to uncover)
- @FogoChain – high-performance layer-1 built on svm + firedancer tech
w

ct gonna be wild this fall
@monad + @megaeth_labs both dropping in october
you are either early or you are coping
(already coping ahead tho)

$btc and $sol just saw a sharp drop in open interest.
speculators are getting flushed out.
if price holds here, that is rocket fuel for a short squeeze.
meanwhile, $eth, $xrp, and $bnb are seeing leverage pile back in.
two completely opposite setups… one side is about to get wrecked.

ethena usde supply on ton just crossed $200m.
the spike came right after telegram wallet added in-app support... turning telegram 900m+ users into potential stablecoin holders overnight.
this is what real distribution looks like.

$HANA pre-market lighting up whales market right now. last trade? $0.058.
meanwhile, the @HanaNetwork pre-sale on Kaito launchpad got oversubscribed by 3x. not a typo.
with tge around the corner, both price and volume look primed for a spike.
early birds are already circling.

yo, check out what just happened with linea on aave
you know how most chains take months or years to build up their defi ecosystems? linea said "nah, we are doing this in weeks"
look at this chart - linea was literally invisible through july & august. then september hits & this thing goes parabolic
we are talking about going from zero to $1.9B in market size. that puts linea as the #2 chain on aave, only behind arbitrum
while zksync era was chilling at the top around 30% market share, linea came out of nowhere & grabbed 22% in what looks like 2-3 weeks max
the crazy part? this is not just peop

the numbers do not lie.
$203.7M in tokenized money market funds on Ethereum through Fidelity alone. this is not some random defi experiment anymore. this is one of the world's largest asset managers putting real institutional money onchain.
look at that chart. flat for months, then a sharp vertical climb starting in august. that is not retail fomo, that is institutional adoption happening in real time.
here is what this actually means: instead of your money sitting in a traditional bank account, it sits in a smart contract on Ethereum. same safety, same returns, but now it is programmable & ve

this chart tells the whole story about solana doubters
remember when sol was $8?
everyone said it was dead.
the tvl tells a different story.
we went from zero to $13b & we are just getting started.
here is what happened while people were calling it dead:
> builders kept working
> people kept using it
> money kept flowing in
> apps kept launching
now solana defi is huge.
this is not about who was right or wrong.
this is about seeing opportunities when others give up.
$13b is just the start.
solana is fast & cheap.
more developers are building on it every day.
the growth is real.
people who boug

looking at this treemap, something shifted this week that caught my attention.
defi just flipped l1s for mindshare dominance.
we have not seen this pattern in months, maybe longer.
the green sections tell the story here - defi protocols are grabbing more conversation share while layer 1s took a step back from their usual top spot.
what is driving this rotation?
could be the recent yield farming opportunities, new protocol launches, or just natural market cycles playing out.
the data shows defi at the forefront again, which feels significant given how l1 narratives have dominated crypto twitter