Velox (τ,τ) retweeted
Perp DEX meta is all points & airdrops right now. 👀
But watch the flows.
USDT keeps flowing in
while USDC stays cautious
That’s not broad conviction.
That’s leverage rotating.
Liquidity comes fast.
Leaves faster.
Execution got solved.
Now it’s about what holds traders.
That’s where Yellow.pro is positioning:
offchain interaction
onchain settlement
Airdrops bring traffic.
Infra keeps it.
Velox (τ,τ) retweeted
We’re opening the Loculus ambassador program for creators shaping what’s next in the space. 🦒
If your sorsa.io score is higher than 200, we want you 🫵
Join to get official ambassador status, early access to Loculus, exclusive rewards, and closer collaboration with our team.
Apply here → forms.gle/zqq4axBWxxYrX3989
🤖 Made with AI
Velox (τ,τ) retweeted
Alpha leak. 💛
We’re already up 2x.
I didn’t sell.
Because this isn’t the move
it’s the setup.
Yellow is still flying under the radar.
No real price discovery yet.
Listings aren’t priced in.
Airdrops aren’t priced in.
Attention definitely isn’t priced in.
I’ve been trading it on Yellow.pro —
execution is smooth, liquidity is building, and it feels early.
This is how it starts.
Low noise.
Low attention.
Strong infra.
Then suddenly everyone calls it the “next #Hyperliquid ”.
By then?
It’s already gone.
Stay early.
$YELLOW $ASTER $EDGE $HYPER $DYDX
Velox (τ,τ) retweeted
Most people still think $ONDO is just another altcoin.
But smart money is watching something bigger:
The race to bring Wall Street on-chain.
And Ondo might be one of the biggest players in that narrative.
If you’re not paying attention yet, you might be early.
Full ONDO deep dive 🧵👇
1/
$ONDO sits in one of the fastest-growing sectors in crypto right now:
RWA (Real World Assets).
The idea is simple:
Take real financial assets like
• US Treasuries
• Bonds
• Stocks
• Funds
And tokenize them on blockchain.
This market could eventually reach trillions.
2/
So where does Ondo fit in?
Ondo Finance is building infrastructure that connects:
Traditional Finance (TradFi)
+
Decentralized Finance (DeFi)
Their mission:
Bring institutional-grade financial products on-chain.
Wall Street → Blockchain.
3/
Ondo’s ecosystem already reflects that vision.
Key products include:
• USDY → yield-bearing stablecoin backed by US Treasuries
• OUSG → tokenized exposure to US Treasuries
• Flux Finance → lending protocol for tokenized assets
These products are already live, not just concepts.
4/
Why does this matter?
Because traditional finance is enormous.
The US Treasury market alone exceeds $25T.
Even a small portion moving on-chain could unlock massive liquidity for crypto infrastructure.
That’s the long-term RWA thesis.
5/
Institutions are also moving toward tokenization.
Major players exploring this space include:
• BlackRock
• Franklin Templeton
• JPMorgan Chase
As institutions enter, projects building the rails become extremely valuable.
6/
Ondo’s strategy isn’t to replace TradFi.
It’s to connect it to blockchain rails.
Instead of:
TradFi vs DeFi
The model becomes:
TradFi assets
+
DeFi infrastructure.
7/
Let’s talk about $ONDO metrics.
Key stats:
• ATH: $2.14 (Dec 2024)
• ATL: $0.082 (Jan 2024)
• Max supply: 10B ONDO
• Circulating supply: ~4.9B
• Market cap: ~$1B range
Even after recent moves, price is still far from ATH.
8/
One thing many investors overlook:
Token unlocks.
Large unlock events introduce new supply into the market, which can create short-term selling pressure and volatility.
It’s something worth tracking if you’re watching ONDO.
9/
The broader narrative remains strong.
RWA is becoming one of the dominant themes of this cycle.
Other projects in this space include:
• Chainlink
• Maker
• Centrifuge
But Ondo is particularly focused on tokenized treasury exposure.
10/
The long-term thesis is simple:
If global financial assets move on-chain,
the infrastructure enabling that shift could become extremely valuable.
Tokenized finance could reshape:
• asset management
• bond markets
• global liquidity.
11/
Crypto cycles often revolve around narratives:
2017 → ICOs
2020 → DeFi
2021 → NFTs
2024+ → RWA
Projects building real infrastructure tend to survive the longest.
12/
Final thought:
If RWA becomes a multi-trillion dollar sector, the projects building the rails today may dominate tomorrow.
Ondo is one of the names worth keeping on your radar.
What’s your take on the RWA narrative?
Bullish or overhyped? 👇
Velox (τ,τ) retweeted
🧵 What is $PLUME ?
🧡 Current price: ~$0.012
💚 ATH: ~$0.24
So anyone who bought the top is sitting around -90%+ right now.
But people are still talking about $1 PLUME.
Let’s break it down quickly 👇
Velox (τ,τ) retweeted
Saved 🧾
1. Stablecoin market cap reaches a new all-time high of $312B.
2. RWA active market cap surpasses $16B for the first time.
3. Solana stablecoin transfers jumped from $306B to $972B in one year, marking 3.2× growth.
4. Fastest growing tokenized RWA on Ethereum: USDY issued by Ondo Finance, with market cap up +201.1% over the past month.
$ONDO #RWA
Velox (τ,τ) retweeted
UNDERVALUED 😂 👇
July 👉 March
1️⃣ $GRASS — $1,000 → $242 (-76%)
2️⃣ $ATH — $1,000 → $256 (-74%)
3️⃣ $IO — $1,000 → $122 (-88%)
4️⃣ $WXTM — $1,000 → $600 (-40%)
5️⃣ $PEAQ — $1,000 → $83 (-92%)
6️⃣ $GEOD — $1,000 → $600 (-40%)
7️⃣ $DIMO — $1,000 → $185 (-82%)
8️⃣ $HONEY — $1,000 → $145 (-85%)
💰 $8,000 → $2,233 🔴 (-72%)
DePIN 🔌 | UNDERVALUED 💎
Here’s a list of low-key killers building the future of decentralized physical networks.
1⃣ $GRASS – AI x DePIN. Farm data, earn tokens. Simple & powerful.
2⃣ $ATH – Decentralized GPU infra.
3⃣ $IO – Real-world compute power onchain.
4⃣ $WXTM – Telco services? Yes. And it’s cooking quietly.
5⃣ $PEAQ – Polkadot-powered infra layer. 🧨
6⃣ $GEOD – Geo-data meets crypto. 🌍
7⃣ $DIMO – Cars. Data. Rewards.
8⃣ $HONEY – IoT x DePIN. 🍯
Velox (τ,τ) retweeted
Science is entering its Agentic Era
Introducing the Scientific AI Ecosystem Map! 🗺️
We mapped the tools, models & agentic frameworks powering the new substrate for bio
Built to help founders, researchers & builders navigate the explosion in scientific AI
Let’s break it down🧵
