Huge props to @YeiFinance V2. Now, it truly resembles a mighty DeFi hub on @SeiNetwork, offering not just lending but also: + Bridge + Swap + Liquid staking featuring SEI, iSEI, and native USDC All of these come with a brand new look, smooth UX, and a UI that matches their branding. Guess what's coming after a major upgrade like V2? ➜ Season 1 of Yei Points and probably the TGE to further drive the wave on Sei. FYI: Yei Finance currently holds $331.5m TVL, accounting for 51.3% of the total TVL on Sei. When Yei's TGE happens, it may create a significant butterfly effect.

Every market cycle produces a few trades that seem obvious in hindsight. In the last run, it was $ENA; in another, $HYPE. The common thread? Strong whale conviction long before retail attention catches on. Now, $INSP is showing similar signs: steady accumulation, concentrated buying into weakness, strategic positioning before any narrative takes off, and complete silence from the usual hype-driven accounts. This doesn’t guarantee upside, but the footprint mirrors the early stages of past big moves. And of course, price action is only one side of the equation, the real story is the project’s development and the potential of its product over the long haul. Zoom out, and you’ll see a growing trend at the intersection of AI and DeFi. Zoom in, and you’ll find $INSP with whale-backed accumulation, $TAO support, and zero grant-driven sell pressure. For a deeper dive, check out @parcifap_defi’s recent thread ⤵️

I'm appearing at 47 lbs. And I'm wondering how it feels to appear at 50 lbs. GM!

Wha happened on Kaito today? I can no longer see the 30D lbs that I belong to when checking on Kaito. Instead, it appears I'm currently at 47 lbs now when checking on @gomtu_xyz. I initially thought it was a bug, but when I used Kaito to check my position on each lb, it matched perfectly. Did I miss something today?

Total active addresses on @SeiNetwork have surpassed 1 million for the first time. The number of new users joining Sei reached its highest point, with over 671k. ➜ and it was just one day after Sei was integrated with Metamask. Let's compare this with the previous peak in active addresses: + Time: 1st week of 2025 + Cause: A combined effect of the overall market and meme cycle at the beginning of 2025. On Sei, this coincided with the announcement of Sei GIGA and a push for gaming. This time, the momentum is much greater. ($/acc)

RT @0xAndrewMoh: If DATs really are the “MicroStrategy model” for ETH, we’re on the verge of institutionalizing staking yield as a treasury…

In 7 out of the past 8 weeks, I've been in the top 20 (7D). Tbh, of all the projects I'm discussing on Kaito, @campnetworkxyz is my favorite. Why: + Camp focuses on IP monetization. Aside from Story and Soneium, I don't see any strong competitors. + Camp raised $30m at a $400m valuation, offering a 0.25% airdrop to top yappers. A quick calculation suggests total rewards could exceed $1m if the FDV at launch hits that valuation. (Story is now sitting at $6.6b FDV). + The weekly rewards are fierce, and the Campers keep getting stronger. There’s more I couldn’t fit into a tweet. Act 4 is likely the TGE. Are you ready?

Almost every Liquid Staking protocol on various networks is experiencing a rise due to the SEC's announcement. FYI: The SEC has officially declared that all LSTs are not securities. On @Polkadot, @Bifrost is performing well, with nearly $70m in assets. Asset breakdown on Bifrost: + vDOT accounts for the largest amount, with over $66.78m + The rest includes: vASTR, vGLMR, vMANTA, and BNC Bifrost is boosting $DOT usage. Watching closely.

RT @0xAndrewMoh: Metrics on @Mantle_Official have significantly spiked, positioning Mantle at the top in terms of monthly change. Metrics…

Native DEXs should be the first stop for users visiting a network. I've compared the top native DEXs and noted that @rhea_finance has a long journey ahead. + On Solana (currently the 2nd most active network by DEX volume), @RaydiumProtocol is focusing on building a launchpad for memes since PumpFun introduced their own DEX + On Base (currently the 4th most active network by DEX volume), @AerodromeFi is concentrating on liquidity farming, with total pools' TVL exceeding $1.27b + On Near, @rhea_finance distinguishes itself with a lending platform and an LP pool featuring NEAR and BTC Cumulative volume: $14.84b $RHEA FDV: $82.15m ➜ Just imagine when TVL on Near surpass $1b. The fact: RHEA is building on the foundational success of these models, which could lead to significant growth when the Near ecosystem takes off. Time will tell.