Where does capital hide when narratives are quiet and price is chopping?
I think the quiet rotation’s already underway… ETH ETF is live, BTC’s stuck in a crabwalk, and DeFi yields are limp.
So where’s the “safe” yield flowing?
#RWAs# might be creeping back into the conversation and I’m already seeing signs:
– Total RWA Onchain now $25.45B
– BlackRock’s BUIDL ballooned to nearly $3B
– #Ondo’s products gaining traction across degen DeFi, DAOs, and institutional allocators
– Tokenized Treasuries yielding ~4.5%
Meanwhile, LSDs sit around ~3%. Curve and Aave are still flat unless you’re chasing boo

I think we have been waiting a #Defi# summer for a pretty longtime since the last one in 2021.
This time I’ve been feeling the signs that DeFi is coming back are getting clearer every day.
The numbers don’t lie:
✨ TVL across DeFi has surged to $153B (July 2025), the highest since mid‑2022. That’s a massive +57% recovery in just 3 months.
✨ Ethereum dominates with ~$78B locked, and big names like Aave & Lido each sit at ~$33B.
✨ Lending protocols alone crossed $55B TVL, a major bounce from previous lows.
Meanwhile, fresh double‑digit yields are back in platforms like Aave and Compound, making

GM! I think On-Chain Treasury is now the biggest trend!
We’re seeing more and more public companies quietly flip the switch on their treasury playbooks.
It started with BTC, shoutout to #MicroStrategy# but now the ETH-as-reserve narrative is kicking into gear.
And it’s not stopping there. These companies are diving deeper into $SOL, $BNB, $LTC, $XRP, and beyond.
Feels like we’re watching the next wave: crypto tokens becoming the new standard for strategic reserves.
The treasuries are going onchain 👇🏻

📌 What exactly makes @Mira_Network feel different?
I think for most AI projects, the endgame is always the same: solving the training dilemma.
Basically: If you train a model to be more accurate, it often gets more biased.
But if you try to fix the bias by using broader, more diverse data… you usually end up with more hallucinations.
However, @Mira_Network takes a different route.
Instead of obsessing over one perfect model, they get multiple models to verify each other.
And it works-error rates drop from ~30% down to ~5% on real tasks.
They’re even aiming for below 0.1%, which is wild.
You c

How DeFi Gets Its Edge Back?
I’ve been thinking a lot about how #DeFi# kinda lost the plot.
What started as this wild, permissionless experiment in financial coordination slowly got eaten up by the same playbook.
The infra got shinier. The narratives got louder. But the apps were mostly just new wrappers on the same rails.
Then I started looking deeper into what Anoma’s building, and it made me realize DeFi needs a new substrate.
What @anoma's doing with intents and solver-based execution is coordination reimagined from the bottom up.
With intents as a first-class primitive, users stop clickin

Coinbase didn’t launch a #Base# token, they launched an app.
Base app and #Zora# is starting to look like the strongest proof-of-concept for this appcoin thesis everyone’s been circling around.
Instead of spec money rotating into infra, it rotated into Zora, into creators, into the people building or memeing or just vibing.
Zora showed what happens when you plug a working, fun social app into clean UX and let people cook.
20k posts minted daily, $20–30k/day in creator earnings, post-token trading volume hitting $6M/day.
It’s all backed by Zora as the shared liquidity layer, and $ZORA did a 10x

Not long ago, choosing ETH as a strategic reserve might’ve sounded speculative.
But today, it’s increasingly a rational move, and I think we’re only at the beginning of this shift.
What strikes me most is how ETH has quietly transformed from a misunderstood smart contract asset into programmable reserve collateral for the digital economy.
The total Strategic ETH Reserve is now 2.32M ETH (~$9B). It has increased almost 2x since July 6th.
The top 3 ETH strategic companies are:
🥇 Bitmine: $2.2B ETH
🥈 Sharplink: $1.4B ETH
🥉 Ether Machine: $659M ETH
Moreover, buying pressure is not just coming f

I can finally say, the $VISION rollout is just around the corner. @UseOpenVision
By next month, enterprises will be able to deploy Vision Language Models (VLMs) on live video streams and actually monetize it.
✨ What is VisionHost?
It’s an enterprise-grade platform that connects live streams (CCTV, drones, dashcams…) to Vision3 models for on-the-fly detection, tagging, and inference.
✨ Why this matters:
It’s activating a sustainable flywheel:
– Usage fees power a buy & burn mechanism for $VISION
– Enterprises need to hold $VISION or pay extra in USDC
– Holding unlocks discounts, priority queues

Lately, most new projects are choosing to prelaunch on #Kaito.
And tbh, it works.
✅ Massive mindshare boost in a short time
✅ Hundreds of Yappers competing to talk about you
But if you track what happens after the launch, a clear pattern emerges:
→ The chart dumps.
📌 Why?
– Heavy airdrop sell pressure: thousands of wallets rush to claim and dump
– Yapper rotation: the moment prelaunch ends, Yappers move to the next farm
– No incentive to stay: no staking, no point rounds, no follow-up campaign
📌 That’s the paradox here:
Kaito gives you short-term attention, but without deeper infrastructure,

What’d they ship? CryptoModels 1.1.9 just dropped:
– Now supports multi-model serving, so you can load a whole fleet of models with one command
– Works out of the box with chat, embeddings, and image gen
– Smarter fallback logic, cleaner CLI logs, and Mistral model support
– Includes Devstral-Small by Mistral, preserved with verified hashes on Filecoin
Basically turns your local agent into a mini open-source ChatGPT stack but you own it, and it runs on your machine.
Now pair that with what’s coming :
🔹 Local Model Installer: Redesigned UX makes it dead simple to get models running on your mac

How to Survive the Top and Still Win the Cycle
I’ve seen it happen every cycle: People make life-changing gains, then give it all back trying to squeeze out that last 20%.
I’ve done it too. Held too long and watched the gains vanish.
[1] Take Profits Early
If your bags are up 3x, 5x, 10x → start selling. Don’t wait for the absolute top. Cash is underrated when everyone else is euphoric.
[2] Reduce Overall Exposure
As risk goes up, I pull capital out. Not fully out of the game, just not overexposed. I'd rather miss a bit of upside than ride the full downside.
[3] Keep a Small High-Risk Stack
I