Crypto com + VivoPower partnership is very bullish for XRP. But few think about what's next. The XRP Ledger has one AMM, a few niche tools, and limited smart contract capabilities. That’s fine for payments, but DeFi growth needs: – EVM compatibility – Stable liquidity – Deep collateral markets – Complex settlement layers That's what Flare is designed for. Flare provides XRP – the second-largest non-smart contract crypto by market cap – with DeFi yields. Very bullish news for Flare, imo.

From @_dexuai’s latest smart engagement rankings. Category II: 5-10K followers [Gaining traction] ↓ • @boros_fi – DeFi/ Yeild Trading • @narrativexyz – Perpetual information markets • @letsCatapult – Launchpad • @MegaheroesHQ - Gamefi • @Lfp_monad - NFT • @usduc_coin - Memecoin • @frontrunpro - AI Co-pilot • @Mancers_hl - NFT Collection • @predictdotfun - Prediction market • @BlockChain_lol - meme focused L2

Even Polygon has its stories of a lost PMF.

Institutional onchain adoption needs more than blockspace. It needs privacy that works at scale, without breaking composability. @ArciumHQ’s Privacy 2.0 brings encrypted trading, settlement, & credit on Solana, closing the gap between crypto rails & global capital markets. Not a moral / political narrative. We need it for a new chapter in the history of Web3.

Remember @MerlinLayer2?

How to grow on CT ↓ Insight #4: Your product is your content. Your X account is your brand. Your product? Content. If your content is just another AliExpress labuba toy—why should anyone “buy” (read) it? The main challenge in growing an account today is that CT is overflowing with content. It’s like a massive Chinese marketplace: tons of cheap, repetitive goods everywhere. But your audience doesn’t want cheap. They want something unique, valuable, and high-quality. So if your content is: • Just about airdrops • 100% focused on Kaito Earn • Rewritten from other creators • Lacking any original or creative input → You’re playing the CT growth game on death mode. To grow, you need to stand out. Like @boldleonidas did with his art threads. Or @green_but_red with his VC breakdowns. Or @tomwanhh with his Dune analytics. Yes, if you don’t have expertise yet, it’s hard to write about complex topics. But that’s not an excuse. Learn → Build expertise → Write. Or even better: Write as you learn. Just make sure you're adding value.

Meanwhile, @eigenlayer quietly printed a new ATH.

Inside @yzilabs’ portfolio companies, billion-dollar giants sit right next to sub-$1B challengers.

TLDR for the @Mantle_Official AMA held last night: Mantle L2 - Helen (Bybit Co-CEO) and Emily (Head of Bybit Spot and Byreal Co-founder) will be joining Mantle as Core Contributors - Mantle L2 will be focusing on creating industry-grade rails for real-world assets. - Bybit will serve as a bridge between Web2 and Web3 and create create Synergies and utilities for MNT within the Bybit Ecosystem - Mantle aim to be the largest ZK-secured chain by the end of the year, strengthening the institutional narrative $MNT Utility on Bybit Integrations implemented: - MNT for Bybit Launchpool Projects - MNT in Bybit Structured Products (Smart Leverage & Double Win) - MNT OTC Portial Upcoming Integrations: - Use MNT to pay for discounted trading fees on Bybit - Hold MNT to qualify for VIP Tiers - MNT Denominated Trading Pairs - MNT Options - MNT to pay for exclusive events like CCCC (Crypto Content Creator Campus) Possibilities of MNT Token Burn Mechanism - Core Contributors are open to the idea but it will be subjected to DAO voting - $BIT to $MNT conversion in the past had a 3B Token burn in the past Others - Moving foward, there will be monthly Mantle AMAs to keep a steady stream of clarity and communication with the wider Mantle Community ------- Personal Thoughts - Pretty Bullish on the upcoming narrative for Mantle L2 as it focuses on RWAs. - RWAs have a much larger addressable market compared to Crypto and it will unlock plenty of institutional adoption on chain. - The upcoming MNT integrations on Bybit will unlock value for MNT holders. - The use of MNT for trading fees and VIP Tiers should see a large spike of sticky users for MNT. - Considering that Bybit is doing 6-10b spot vol (0.1% Taker Fee) and 60-80b perps vol (0.02-0.075% Fee) daily, - That equates to approximately $27m to $45m paid in daily fees for Bybit Trading Assuming a conservative 20-50% conversion to use MNT as fees: - $5m to $22m daily or - $2-8b annual demand for $MNT purely from Bybit Trading fees. Yes, the calculations are assuming all users are retail users paying the avg fees. But even if we consider 75% of all Vol are max tier VIP users on Bybit: - we still get $1m to $6m daily or - $500m-$2b annual demand for MNT. Sounds pretty bullish to me.

BTW, @base has already surpassed @arbitrum in the Dune adoption index. Key factors taken into account: • Transaction fees in USD • Number of transactions • USD transfer volumes