As the year kicks off, one of the main considerations in the minds of investors and traders is how and where to farm good yields. Because that’s the best way to stay capital-efficient. Your capital has to be running errands while you channel your energy into other vital ventures.

When it comes to yields on-chain, traders always look out for the following in a project — risk framework, yield source quality, team, liquidity & TVL, and strategy complexity, essentially.

Today, we’ll be looking at the top three platforms where you can deploy your idle capital and get decent yields.

1. Summerfi

Built by the team behind Sky (formerly MakerDAO) and Oasis, Summerfi simplifies and enhances users’ interactions with lending, borrowing, and yield generation. Through their Lazy Summer product, users can deposit stablecoins into automated vaults and let AI handle everything.

Think of it like an autonomous car that optimizes the best routes and takes you to your destination while you relax and do nothing. Basically, you are getting paid to earn yield from DeFi’s proven strategies, optimized for risk and return. Also, their unique rebalancing feature ensures you keep earning by continuously optimizing your strategies.

Interestingly, their vaults don’t just offer attractive yields, but also dual rewards. Users get $SUMR emissions, 20% of protocol feespaid in USDC, and can lock tokens to boost rewards by up to 7x.

Summerfi recently launched their token, $SUMR, via Aerodrome’s Ignition and the launch of Smooth. At the current market cap, the token is still much undervalued; it has significant upside from here.

2. Yo

Similar to Summerfi, Yo focuses on simplifying how users deploy capital across onchain yield opportunities. Instead of manually managing positions, monitoring rates, or rebalancing strategies, Yo provides a streamlined interface that abstracts away much of the operational complexity behind yield farming.

Users get both decent yields and point boosts when they use any of their vaults. Their hottest vault is yoGold (in partnership with Tether Gold), which is still in its pre-deposit phase. I think it’s quite strategic, given the recent gold and silver rally.

3. Superform

Also known as the user-owned neobank, Superform is bent on making on-chain yield more accessible by unifying how users discover, deploy, and manage capital across DeFi.

At the core of the platform are SuperVaults, which aggregate and package yield opportunities from multiple protocols and networks into composable, onchain products.

This approach removes much of the friction typically associated with cross-chain execution, strategy setup, and position management, while still allowing users to remain non-custodial. Users can earn yields and point boosts by deploying capital into their vaults.

Conclusively, the underlining thing about these platforms is that they aggregate yield opportunities for users. So instead of spending time jumping between protocols, you can access the best yields from a single dashboard.

Personally, I prefer Summerfi. Firstly because of its dual rewards structure and secondly, its rebalancing. I wouldn’t trade more yields for more points, anyday.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

We’re finally in 2026.

Expectations are high, predictions are bullish, markets are primed, and most importantly, you are here, ready to smash your goals. Each year comes with its sentiments, madness, and catalysts, and understanding this helps you win.

The world is re pricing risk, sovereignty, and truth all at once. Trust is becoming expensive and we’re entering an era of hard systems that defend, verify, settle, and sustain reality. And capital is also flowing in large numbers toward that direction.

Today, I’ll be focusing on five narratives and verticals. Not because they’re trendy but because evidently it is where the market is headed.

Let’s dig.

1. Prediction markets

In 2025, we saw “truth” morph from a public good into a financial instrument. What ignited during the 2024 United States presidential elections as a tool for public consensus later turned into a multi billion dollar industry.

The thing is, prediction markets matter because they do something media can’t. They make participants put their money where their mouth is. That creates an incentive to gather information, correct errors, and converge on a probabilistic forecast.

Before, people used to turn to news media for real time updates on the happenings around the globe, but now they turn to prediction markets. Not just that, the leading prediction market platforms, Polymarket, Kalshi, and Opinion, are valued at about $20B in combined value.

My thesis is this: as AI slop litters the internet, retail and institutions will pay for signal. Prediction markets are gradually becoming the ‘truth layer’ for decision making, political forecasting, supply chain planning, even media itself.

If you’re not using prediction markets already, it’s time to start getting familiar with them. Who knows, you might hit a jackpot predicting the next global event.

a16z’s recent report states that, ‘Privacy will be the most important moat in crypto this year’, and I agree.

From the onset, the crypto industry has been about transparency and decentralisation. While on chain transparency is fantastic and has brought us here, the next era will be driven by privacy, not just in transactions but also in the infrastructures.

Especially with the advent of institutions, the demand for things like private stablecoins, transactions, and consumer apps is beginning to skyrocket. Also, with the rising attacks on traders, it becomes a brainer.

Monero and Zcash are dominating the privacy narrative, but I expect more innovative emerging players to run hard. Positioning is key!

3. Institutional Era

For years, institutions didn’t touch crypto-related assets largely due to it’s highly-volatile nature and also stiff regulations. Then came Micheal Saylor’s Strategy success with its Digital Asset Treasury (DAT) - pushing MSTR’s price from $13 to $455, the proliferation of stablecoins, and relaxed regulations in the United States and other top countries.

DATs are companies that hold cryptocurrency and attempt to outperform the underlying asset through various strategies.

Now, every institutions wants exposure to crypto-assets, either through DATs, or ETFs, or even stablecoin adoption. Institutional participation is no longer optional, but a necessity.

The best part is that the institutions are not just coming alone, they’re bringing capital inflows as well. You’re still early, friends.

4. Defence Tech

If you’ve been keeping abreast of the news, you’ll observe that there’s always a conflict between nations and world powers showing off their armory. The need to protect territories and show dominance is driving countries to spend billions and trillions annually on defense instruments.

These budgets are not just going into the acquisition of better jets and bigger warships, but into the development of new platforms powered by software, data, autonomy, and cyber resilience.

This is why defence is one of the few sectors where government budgets and private innovation are converging into real, long duration growth. Some high growth verticals of defence tech to explore at your convenience include additive manufacturing, artificial intelligence, robotics and autonomous systems, immersive technologies, cybersecurity, advanced military equipment, and the internet of military things.

Lastly, 2026 is a great time to gain exposure to defence tech stocks and crypto assets, don’t sleep on it.

5. Uranium

Truth is, Uranium hasn’t being a fancy option for investors over the past couple of years. But as the world changes and technology advances, this is changing.

Interestingly, 2025 saw a decent rise in the price of uranium ($74.56 to $81.55 per pound), primary due to the pressure on the supply sector to fuel a rising demand for nuclear power. It is set to increase even further because of the ever-increasing demand for AI and data centers.

According to the International Energy Agency (IEA), Global electricity demand could rise by 3,500 TWh in the next three years (equivalent to Japan’s annual use), with data center capacity doubling to 200 GW by 2030. On the back of this, Power demand from data centers could jump by 175% by 2030.

With this, 2026 is positioned to be a breakout year for uranium.

The easiest way to gain exposure is through via uranium tokenisation, which enables fractional ownership and on-chain utility. A couple of crypto projects are already doing this - you could look up Uranium.io and Uranium Digital on Solana.

Aside these five verticals, I still have health tech, robotics, and crypto consumer apps on my list.

If there’s a year, you need to look beyond your horizon, it’s this year. Opportunities will erupt from verticals you least expected. So, be flexible - entertain new ideas and explore new interests.

One thing is certain, 2026 promises to be transformative, with these verticals converging on DeFi to create new yield opportunities and tokenized economies. Whether through privacy-enhanced protocols or tokenized real-world assets, the focus is on sustainable, institutional-grade innovation.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

In the past few years we’ve seen a bifurcation in financial services: on the one hand legacy banks, on the other new-wave fintechs. Now we’re watching a third axis emerge: neobanks built around crypto (or crypto-friendly from the ground up).

Unlike your regular neobank cards, they challenge the traditional banking model by layering in DeFi primitives like staking, on-chain yield, self custody, and seamless swaps cross-chain.

In essence, your online debit card can do much more asides making online transactions and paying bills. The beauty of these platforms is that they collapse the separation between fiat banking and crypto asset management by offering one app to hold, spend, invest both normal money and tokens.

Key growth drivers include:

• Stablecoin Adoption: Rising usage of USDC, USDT, and regional stablecoins for payments and remittances.

  

• Regulatory Clarity: EU’s MiCA framework and U.S. GENIUS Act providing compliance pathways.

• DeFi Integration: Platforms offering 4-10% APY on stablecoins versus traditional 0.5-1% savings rates.

• User Demographics: 93 million crypto owners in the U.S., with 85% preferring bank-integrated access.

Here are a few neobanks I’ve tried lately:

1. Payy

They’re a stablecoin-native banking platform built with privacy at its core. On Payy, users can send and receive money with zero fees and also get debit cards for online transactions.

I’ve used their card to pay for some of my subscription services, and the experience was seamless and fast — highly recommended. Interestingly, their points rewards program is now live, so you can start making transactions on the app to stack points.

Join here

2. Tria

They’ve emerged as one of the most advanced self-custodial solutions, having raised $12 million in pre-seed funding in October 2025. Tria offers a crypto-enabled card that can be topped up with over 1k cryptocurrencies and used in more than 150 countries.

They’ve been quite loud with their marketing, and at this pace, they could attract significant transaction volume — especially since they already have a solid product. Tria also just announced their sale on Legion, and I think it’ll perform well — not just because of the neobank craze, but because the product itself is strong. (Not financial advice, though.)

I was fortunate to test their beta version, and I really like their UI and the additional services it offers.

3. Etherfi

EtherFi (ETHFI) is interesting because it began as a restaking protocol and is pivoting into the neobank domain. Now positioning as a crypto-native neobank, their business model includes cards, staking and yields, and cashback rewards.

They’re currently running a Triple Dip campaign. With about 400,000 $ETHFI up to grabs - users can deposit into their vaults and make transactions with their cards to participate. Looks very tempting, and woth participating.

Join here to get 1% cashback on all your purchases.

4. Avici

Avici is a next-generation digital bank built for the crypto-native age. It blends the functionality of a traditional neobank with self-custodial crypto wallet infrastructure, enabling users to hold, spend, swap and borrow against crypto and fiat seamlessly

With a Visa-powered card, on-ramp to USD/EUR accounts, self-custody by default, and global reach (150+ countries), Avici aims to give people control over their money again.

Use my code “PMDMYX” to sign up for 10% discount.

5. Plasma One

After a successful launch in September, Peter Thiel-backed project - Plasma, is set to launch Plasma One, an onchain neobank that allows customers spend and earn yield on stablecoins from a single platform.

Built on Plasma’s Layer-1 blockchain, it targets emerging markets (about 150+ countries) with zero fees on stablecoin payments, cashbacks, and up to 10% yields annually.

You can sign up for their waitlist here

Other worthy mentions:

• Coinbase One Card

• Tuyo (invite link)

• X Place (join waitlist)

• MetaMask Card (on waitlist)

• UR Global (by Mantle)

• USX Capital (by Scroll)

It seems like everyone’s joining the party and no one wants to miss out. But here’s the thing: you can’t use all of them; that would just spread you too thin. Pick the one that works best in your region and fits your needs.

On the bright side, it’s worth exploring as many as you like - especially the emerging ones, to farm airdrops. Their KYC requirements are naturally filtering out sybils and lazy farmers, so there might be a huge upside. Keep clicking.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

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While it seems like it’s a lot already, it’s far from over. It’ll be a rain of TGEs as many projects have hinted about their token launches in Q4 2025. The notable ones hinted so far as from Base, MetaMask, Monad, MegaETH, Limitless, Abstract, and Zama, to mention a few.

If you’re not positioned for any of them, it’s not too late. In today’s issue, I’ll list out a bunch of high-potential airdrops, you can start farming right away.

Perp Dexes

The perp dex narrative is literally one of the hottest right now. If you’d recall, last year Hyperliquid airdropped 28% of the HYPE token supply, which the airdrop claims is currently worth over $7 billion. This was arguably one of the biggest airdrops in Crypto.

Ever since, everyone has been on the lookout for the next perp dex that’ll give ‘Hyperliquid kind of airdrop’. While the answer isn’t obvious, there are some major contenders worth farming.

• Aster: With ‘CZ Binance’ championing it, I won’t be surprised if their second airdrop is huge to boost marketing. Plus, $ASTER was recently listed on Binance and many other big exchanges. Trade here.

• Paradex: Their team has confirmed a 20% airdrop allocation that spans multiple XP seasons. Trade here to stack your XPs.

• Lighter: Lighter points are already rumored to be selling from $50 to $80 per point, so it’s a no-brainer.

  

• edgeX: They’re the third largest perp dex by volume, and their points program is live. Worth farming.

• Extended: Built by Ex-Revolut team, and has about 30% airdrop at TGE confirmed.

• BasedApp: They’re fast-emerging and under-farmed. You can try it here.

Liminal

They’re one of the fastest-growing yield protocols on HyperEVM. Having attracted over $60M in TVL, Liminal is ideal for farming 10% APR yields and airdrop. You can use my link to get a bonus.

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USD.AI

After Plasma pulled up to 200x on its public sale, everyone has been searching for the next big stablecoin project. I think USD.AI might have a decent upside to farm as they raised $13M. Check it out here.

Upshift

The cool thing about Upshift is that you can use it to farm multiple projects via their vaults. For instance, I’m farming Mezo and Upshift simultaneously by depositing in the Mezo vault on Upshift. Plus, they’re giving a 5x boost for a limited time. Check it out here.

Polymarket

Polymarket is a narrative king when it comes to prediction markets. The best part is that they’re always making waves offline and have hit mainstream. Chances are that they might TGE by next year. Position for it by placing bets on their active markets.

Wallets

Crypto wallets are not missing the TGE party. MetaMask, Rabby, and Rainbow are all rumored to TGE soon. Use them to swap, trade, and participate in their incentive programs to position.

Legion

Recently, the Yield Basis sale on Legion was oversubcribed by a whopping 98x. While this might be due to the quality of the project, it’s also a sign that ICOs are back. Sign up on Legion so you’ll not miss their next sale.

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Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

The PUMP token recently broke an all-time high (ATH) in price, putting doubters in disbelief. If you’d recall, PumpFun’s token sale back in July was one of the most controversial this year.

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Mainly because some perceived it as another VC extraction game, while others saw it as the team pulling the biggest extraction heist. But a few months down the line, the team proved they’re here to stay by continuously shipping and deploying new strategies.

Key Catalysts Behind the Rally

1. Pump.fun implemented an aggressive buyback programme. So far, they have poured nearly $95 million into buying back $PUMP tokens, reclaiming about 6.6% of its circulating supply.

Currently, they’re buying back their token at a daily rate of around $1.3M–$2.3M, which creates consistent demand for their treasury and positively influences the token performance.

2. There’s no better marketing than a good token price. PUMP’s token saw a surge in 24-hour trading volume lately, exceeding $1B for the first time.

3. The relaunching of Pumpfun’s livestream feature. Last year, the platform had to shutdown its livestream feature that was initially introduced. This was due to abuse from some users by streaming harmful contents. Around Q2 this year, they relaunched it with new guidelines, and policies.

Pumpfun’s livestream is exploding with lots of attention and streams, mainly due to its attractive incentive model. They’re giving 50% of platform revenue to creators and 0.05% of trading volume in SOL per token transaction.

To qualify, a token must meet at least one of these criteria: newly minted on Pumpfun, still trading via Pumpfun’s bonding curve, or already “graduated” to PumpSwap.

Pumpfun’s 24-hour revenue just flipped that of Hyperliquid, and their creators have earned more than $20M in the past 7 days. It has gradually become the narrative of the moment. And creators are jumping on the platform’s streaming in numbers to get a piece of the pie.

Take advantage while it lasts.

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Coinbase hints on another token

There have been rumors for a while about Coinbase exploring another token, but their recent announcement clarified the air. This is a huge news for traders and airdrop farmers.

If you haven’t been paying attention to Coinbase and Base ecosystem before, now is the time. Bridge some funds to Base and start exploring.

You can start with:

• Coinbase

• Base

• Farcaster (follow me there)

• Zora

• Virtuals

The storm is coming. Stay posistioned.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

The real-world asset story just found an unlikely new contender: Pokémon trading cards. What used to be childhood collectibles traded in back rooms and convention halls are now going on-chain as tokenized assets with global liquidity.

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Platforms like Collector Crypt and Courtyard.io are leading the charge, giving Pokémon TCG its own RWA narrative.

The numbers are already staggering. In August, tokenized Pokémon card trades touched roughly 124 million dollars in volume. That is a reasonable jump from earlier this year, and it is already eclipsing traditional RWA experiments like tokenized equities.

The message is clear. Collectibles are no longer just nostalgia. They are fast becoming a new frontier of financialization.

Collector Crypt is the Solana-native play, and it has exploded. Its token, $CARDS, did a whopping 1157.6% increase within seven days and now sits at a fully diluted valuation of $560 million. The Gacha product is the growth engine and the speculative core.

.

Courtyard.io on Polygon is a different beast. It leans institutional, securing partnerships with Brink’s for custody and vaulting. It has raised around 37 million in funding and handled around 78 million dollars in trading volume in August. The focus here is less about speculation and more about redemption, security, and long-term credibility.

If RWAs are going to scale, cultural assets like Pokémon may just be the gateway. They merge nostalgia, liquidity, and financial innovation in a way that resonates far beyond the crypto native circle. The lesson is that RWA adoption does not always start with bonds or real estate. Sometimes it starts with Pikachu.

Other tokenized Pokémon card platforms worth paying attention are:

• TCG Emporium

• Phygitals

• Beezie

• Boxed

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Exotic RWAs - A New Meta

Last week, I stumbled upon a new term ‘Exotic RWAs’ on X as defined by Messari Copilot. It defines it as the tokenization and on-chain representation of non-traditional, often alternative, real-world assets within the crypto and DeFi ecosystem.

‘While standard RWAs typically include assets like government bonds, real estate, or commodities, "exotic" RWAs expand this concept to less conventional or more complex asset classes’ - it further explains.

I think exotic RWAs are gonna be huge. Collectibles have already shown us a taste of the market demand for alternative assets on-chain. The floodgates will soon be open for exotic assets to scale on-chain.

Toyow is on my radar. They’re building a marketplace that brings films, real estate, and music on-chain. Will be looking out for more in this category.

Alpha Bites and Tweets

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That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

It’s been a while here - glad to be back.

This week, the biggest crypto story isn’t about DeFi yield wars or Layer-2 scaling: it’s about politics, power, and one of the most controversial token launches of 2025: World Liberty Financial ($WLFI).

The token tied to the Trump orbit just hit the markets, and the numbers are crazy, but so are the red flags. Let’s unpack.

WLFI Goes Live!

To give you a context, World Liberty Financial (WLFI) is a decentralized finance (DeFi) project backed by Donald Trump & Family. They conducted their token sale in October 2024, raising $300 million. Afterwhich, a second sale was conducted, with which they raised $250 million.

The token is set is become tradable on the 1st September, 2025 (being today), after months of waiting. The tokenomics is as follows:

As of writing, $WLFI is trading at a market cap of $8.9billion, and with about 28 billion tokens in circulation, out of 100 billion tokens in supply. So far, it’s a great launch. Pre-sale participants are on profit, so everyone is happy. It was listed on major exchanges, including Binance.

The Drama & Red Flags

• Self-Dealing Allegations

  • World Liberty allegedly sold WLFI tokens to itself via Alt5 Sigma (a company they’re invested in).

  • That’s like raising money from your own pocket — regulators call it a conflict of interest.

• Foreign Money

  • Token sales reportedly pulled in $550M+, with buyers linked to Justin Sun and Abu Dhabi state-backed firms.

  • Political + foreign = guaranteed SEC/CFPB/DOJ interest.

• Centralization

  • WLFI calls itself DeFi, but the governance + revenue flows are entirely insider-controlled.

  • Think less “community coin,” more “political SPAC in token form.”

• Infinite Money Glitch?

  • WSJ called it “the Trump family cashing in on the Infinite Money Glitch.”

  • Investors are essentially betting on hype, not fundamentals.

Who will be the biggest winners of the $WLFI launch? Well, time will tell.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

While the race for the next big social media website intensifies, crypto-native platforms seem to have cracked the code in onboarding creators. First, it started with the infoFi narrative with Kaito democratizing content creation on X using a solid incentive model for both projects and creators alike.

Then, it’s now morphing into the tokenized content with Base App and Zora frontrunning it.

Coinbase built Base App to make Web3 easier. It connects to Farcaster and Zora without extra steps. Before you needed a separate wallet and marketplace. Now you open Base App and do it all. You can chat, trade crypto, and mint creator tokens in one place. Minting costs under fifty cents. Gas fees on Base remain low.

Base App combines a wallet, a layer‑2 network, and a suite of dapps. It’s made to feel familiar, so people spend less time learning and more time creating or trading. And with its low fees and Coinbase support, it lowers the barrier for both creators and traders. That’s why it’s fueling so much new activity on Zora right now.

Now, here’s the catch. Zora lets you turn each piece of content into a token. Your main token is your Creator Coin. For instance, if your handle is @paul your core token is $paul. Each post you make becomes its own token that ties back to $paul.

You choose how many copies to mint and set a price. Then you list them for sale or auction. Buyers can hold or trade those post tokens. They also earn trading fee rewards when someone swaps those tokens.

All statistics on Zora are on the upward trajectory, from new posts to trading volume to trading fees. Interestingly, the Zora token has done about 865%+ in the last 30 days - that screams product-market fit.

Old platforms like YouTube or Instagram keep most of the revenue. They pay creators less than half the value they generate. Here, creators can see their share directly on-chain. You know exactly how many tokens sold and how much you earned. You get paid whenever someone swaps your post token. You do not wait for monthly ad payouts or external accounting.

The Rise of the Mini-Apps

If you want distribution, there has never been a better time to be a crypto builder. Let’s start with Worldcoin, the human network. Currently, they have 30 million users, with about 14 million unique users. And they recently had a new all-time high of 1.55 million mini-app users.

These are numbers to easily bootstrap any idea and scale.

Not just that, the newly launched Base App is also calling for mini-app builders to start creating and testing. They launched a $200k rewards campaign to reward based on your app’s usage in July/August.

Coinbase already has the numbers, so distribution is certain. These ecosystems offer support too for builders, and sometimes, marketing.

Some Apps I’m trying out:

• Zora (follow me there)

• Polymarket

• Farcaster

• Checkr (tool)

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Ethereum is making noise again and not the usual slow-and-steady ETH style. We’re talking vertical candle, multi-billion dollar inflows, and an entire market pivoting in its favor.

If you’ve been wondering why ETH is flying all of a sudden, let’s unpack what’s really fueling this rally and why the bulls might just be getting started.

1. Rising Demand for Spot ETH ETFs

U.S.-based spot ETFs saw net inflows of $2.18b last week, a new all-time high for net weekly inflows. This is a relentless flow of capital into ETH. Everyone is buying, from retail to hedge funds to asset managers.

The best part is that this changes the demand dynamics completely. These ETFs need to back their shares with real ETH, not paper derivatives. Which means, actual spot market buying consistently to meet the demand.

2. Smart Money is Buying

With the rise of the altcoin treasury reserve model, public companies are now creating ETH reserves to gain exposure.

For instance, BitMine Immersion Tech, a mining and treasury outfit backed by Peter Thiel’s Founders Fund and led by Tom Lee. They now hold over 300,000 ETH and are still accumulating more. SharpLink Gaming is closely behind them with over 280,000 ETH in holdings - adding ETH as a core treasury reserve.

Why? Ethereum is becoming more than an asset: it’s infrastructure. The backbone of tokenization, stablecoins, RWAs, and AI-driven automation. If you're a forward-thinking treasury manager, it’s a no-brainer.

3. On-Chain Metrics Are Screaming “Bullish

Zoom out and look at the fundamentals.

• Over 317,000 ETH were withdrawn from exchanges in July alone - roughly $1.2 billion in supply gone from CEXs. That’s not traders rotating. That’s accumulation.

• Around 30% of Ethereum’s total supply is now staked, removing it from active circulation. That’s nearly 36 million ETH locked up and unavailable for selling.

• Network activity, especially in rollups, L2s, and staking-related transactions are climbing fast, suggesting real usage.

4. The U.S. Policy Winds Are Turning

The recently signed GENIUS Act brings the kind of clarity is exactly institutions were waiting for.

More importantly, it signals that Washington is finally starting to separate Ethereum and crypto infrastructure from speculative meme-coins. ETH is being recognized as the foundation of tokenized finance, stablecoin settlements, and programmable money.

And guess what? If the SEC greenlights staking for spot ETH ETFs, that opens another floodgate of inflows. BlackRock, Fidelity, and Grayscale are all lining up.

This isn’t a meme wave. It’s the institutional era of Ethereum. And it’s just getting started.

Might also be a great time to look into other ETH beta plays.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

For the past couple of weeks, we’ve been exploring the fast-emerging crypto stocks narrative and what it means for our industry. Today, we’re taking it a step further as tokenized stocks go live on-chain.

Backed Finance’s xStocks and Robinhood are the two frontrunners in stock tokenization. Let’s start with xStocks. These are 1-for-1-backed ERC-20/SPL tokens that mirror real equities such as AAPLx, TSLAx, and MSTRx. More than 50 tokenized stocks are now available on-chain on Solana and on centralized exchanges like Bybit, Gate, and Kraken.

Here’s how it works:

xStocks is essentially a Swiss-engineered conveyor belt that turns Wall Street paper into on-chain Lego. Backed Finance’s special-purpose vehicle (SPV) buys the underlying shares and parks them with a FINMA-regulated custodian (think InCore Bank).

For every share sitting in that vault, the SPV mints an ERC-20 token on Ethereum and a twin SPL token on Solana, each carrying an ISIN and hard-coded supply caps, so the on-chain float can only expand or contract when the underlying inventory moves.

In simple terms, you can now trade your favourite stocks on-chain 24/7 and 24/5 on CEXs with no more restrictions. xStocks has already partnered with protocols such as Raydium, Kamino, Jupiter, and Solflare to boost accessibility and exposure. As a result, daily volume for xStocks surpassed $8 million on day three of launch, signalling strong adoption and market readiness.

This week, Robinhood unveiled its own blockchain and announced plans to let European customers trade more than 200 U.S. stocks and ETFs as digital tokens. To test the system, the company minted over 200 stock- and ETF-backed tokens on Arbitrum, allowing users to trade Apple, Nvidia, the S&P 500, and more, 24 hours a day, five days a week directly within the Robinhood crypto app.

Best of all, users will pay zero commissions and still receive cash dividends, which pass straight through the token wrapper.

Built on Arbitrium, the Robinhood Chain aims to own the entire flow from brokerage custody to on-chain liquidity, thereby turning yesterday’s five-day settlement cycle into an always-on, programmable equity layer. The future is truly here.

Accounts to follow on X

You’ve probably heard the phrase “you are what you eat.” Well, it doesn’t just apply to food, it also applies to the information you consume. I’ll be recommending four new X accounts on my radar that offer fresh alpha on emerging projects and narratives.

• Andrew.moh: drops timely content on protocol updates, narratives and, trading insights.

• Dolaking: researches and shares deep dives on projects and emerging narratives.

• Wist: Similar to Dolaking, Wist breaks down protocols in a way that even your gradma can understand.

• Trader Tardigrade: As the name implies, Tardigrade shares microcaps and other trading alphas.

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Image of the Day!

Bitcoin crushed it and is leading in quarterly returns in Q2 2025. It’s Bitcoin world, and we’re living in it.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Earlier this month, Circle Internet Financial, the issuer of USDC conducted its IPO under the New York Stock Exchange. The IPO was a massive success - it started at the initial price of $31 and closed at $82.84 on the first day, recording a gain of 167%.

As of today, CRCL stock stands at $213.63, which is 589 % from its IPO price. The effect of Circle’s success was seen across most other crypto stocks, as they recorded good gains this week. With this, retail is finally paying attention to crypto stocks.

Other crypto companies are beginning to eye IPOs in the United States, and I think it’s worth paying attention to them. See the graphic below for upcoming IPO fillings.

Follow their handle to stay updated - a few more Xs wouldn’t be bad for your portfolio.

U.S. Federal Housing Authority Adopts Crypto

The tweet signals the first substantive step by a U.S. federal housing authority toward treating crypto as legitimate collateral in mainstream consumer finance. If the forthcoming underwriting standards survive regulatory and political scrutiny, they would:

• Let crypto holders unlock housing credit without liquidating positions.

• Spur traditional lenders and custodians to build compliant crypto products.

• Provide another data point alongside ETFs, bank custody charters, and state-level regulations, that the U.S. regulatory stance on digital assets is shifting from prohibition to integration.

This is bullish news for crypto as it broadens real-world use cases, validates the asset class, and could attract new capital into well-regulated exchanges and high-cap tokens.

The precise impact, however, depends on how strictly the final Fannie/Freddie proposals are written and how other regulators follow suit.

Image of the Day!

Ethereum Mainnet hits a new annual record: 1.57 million transactions. Ethereum has been getting some bullish updates lately, won’t be suprised if ETH rally happens anytime soon.

Alpha Bites and Tweets

• Collect Uniswap Top Signal card - link

• Check your Fragmetric Airdrop - link

• Check your Newton Airdrop - link

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

In case you’re unfamiliar with Circle, they’re the firm behind the second-largest stablecoin globally - USDC, and a host of other financial products. They just went public, to be listed under the New York Stock Exchange using the ticker CRCL.

Circle sold 34 million shares at $31 each, raising about $1.05 billion after attracting 7 × institutional and 25 × retail oversubscription. It opened at $31 and ripped past $100 on day-one, closing +168%; day-two tacked on another ~45%, pushing the stock near $125 and a $30-ish B FDV. Huge!!!

Why This IPO Slaps

1. Credibility Upgrade
   Circle’s debut tells regulators, institutions, and your TradFi uncle that dollar-backed stablecoins are investable, cash-flow-positive businesses and are not casino chips. Expect bigger pension desks to start asking for USDC on-ramp APIs by Q4.

2. A Fresh Liquidity Valve
   Issuing USDC prints yield off T-Bills; listing stock gives Circle a second capital stack. More float = more USDC minting = deeper DeFi pools. Staking APYs on stable-pairs will tick up as arbitrage desks deploy fresh inventory.

3. IPO Window - Wide Open
   After two silent years, bankers finally have a blockbuster crypto comp. Chime, Gemini, even EigenLayer spin-outs are already sharpening S-1s. Expect a mini-wave of crypto-adjacent listings into year-end. The storm is coming!

4. Policy Tailwinds
   A bipartisan stablecoin bill is lingering on the Hill. Circle’s success gives lawmakers political cover: “Look, regulated stables create American jobs.” Passage would hard-lock USDC’s moat and shove foreign issuers off U.S. exchanges.

Thanks to Trump’s presidency and the other nations rolling out friendly-crypto policies, the industry is now taking the center stage. This has been evident in the recent feats from crypto-native companies like Coinbase joining the S&P 500, eToro’s upcoming IPO (oversubcribed already), and Galaxy Digital’s uplisting to Nasdaq, to mention a few.

A new era is upon us! are you positioned, anon?

Image of the day

Nothing to see here, just a spike in the number of public companies adding BTC to their balance sheets. Gonna be a breakout year for crypto.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

The crypto industry is driven largely by narratives. This time, it’s becoming more interesting because of the pace at which narratives move. Just when we were trying to fully enjoy the Internet Capital Markets (ICM) narrative, infoFi enters the scene.

The term infoFi (information finance) sits where AI, big data, and blockchain collide. Instead of raw data, the unit of value becomes actionable context which is verified, timestamped, and traded just like liquidity on-chain.

Vitalik calls it “designing a market to optimally elicit truth.” Prediction markets are the first stop, but the real end-game is any system that rewards the crowd for surfacing facts faster than the noise.

In short: Data → Signal → Tokenised Incentive → Network Effects = InfoFi flywheel.

Kaito was the first mover in the infoFi space, now also dominating as the market leader. They secured $10.8 million in funding from leading VCs and have generated about $32 million in annualized revenue in Q1 2025.

Here’s how Kaito works in plain English: It fetches thousands of fresh posts from X and other platforms, vectorises them, and the LLM ranks which clusters are spiking abnormally. Then, the terminal returns a heat-map neatly displaying the clusters by mindshare.

Aside from narrative mindshare, Kaito has other interesting features like dashboards & APIs, metasearch, copilot, catalyst calendar, and much more. They’ve redefined the content and marketing game on X, projects are now turning to them for marketing campaigns.

Cookie, on the other hand, debuted its infoFi platform called ‘Cookie Snaps’ recently. Cookie Snaps lives inside cookie.fun and acts as a project-to-creator marketplace. Posts on X are parsed by Cookie AI; each one earns Snaps points that stack into a public leaderboard.

There are two segments to it:

• Global Snaps: Join the platform + referrals (10 % of referee’s Snaps)

• Campaign Snaps: Post for a specific sponsored drive

Total Snaps = Global + Campaign.

SparkFi’s pilot pumped $COOKIE volume 18 % in four hours, showing attribution is liquidity. With Cookie Snap, marketers can finally trace the full funnel, that is, tweet → click → swap, and only pay for wallets that converts.

Interestingly, there are also other infoFi players worth watching like Wallchain, Ethos Network. Mirra Terminal, Fantasy Top, and a few others.

In the last cycle, we fought for liquidity. In this one, we’ll fight for context. The winners won’t be the loudest voices, they’ll be the fastest validators of reality. We are already seeing this play out with the recent Loudio trend, and its Initial Attention Offering (IAO).

How to Play the InfoFi narrative

• Yap on active campaigns on Kaito

• Stack global Snaps by referring users to Cookie

• Snipe campaign snaps with high-effort threads and tweets

• Put Kaito’s top-moving tickers into your Snap content to climb on both leaderboards.

• Use Kaito and Cookie’s leaderboards to get project tokens early before they go viral and pumps.

  ---

Tweet of the day

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Six months ago “Internet Capital Markets” (ICM) was just a fad. Today it’s a full-blown narrative where any idea: an app, brand, or even a software can IPO in minutes. Messari’s newest brief calls it “a new frontier in capital formation”, while outlets from Decrypt to AInvest splash daily headlines on the meta.

So, What exactly is an Internet Capital Market?

Think Kickstarter meets Coinbase. An entrepreneur (or degen) mints a token for their concept; the open market prices the dream in seconds; liquidity becomes seed capital; the community becomes first users.

In practice, that means:

• Founders tap retail liquidity without cold-emailing VCs.

• Retail traders buy ideas as easily as meme coins.

• Protocols plug tokens straight into DeFi money markets, creating instant utility.

You might be wondering why ICM is happening now. Well, it’s because the dots are connecting. Here are a few:

Real yield is back on-chain. Tokenized Treasuries pay 4-5 % without banking hours, perfect collateral for DeFi treasuries.

Cheap blockspace. Solana and the newest rollups push fees below a cent, so spinning up a micro-IPO is technically free.

Narrative heat. ICM trended across Crypto-X this week; influencers label it “the 2025 ICO wave.”

Believe.app ignited the ICM narrative, smashing $6.3 million in fees in 24 hrs, and their token doing 900 % as well. To date, there are 17k+ tokens launched on the platform and their native coin $LAUNCHCOIN is now over $200M in market capitalization.

Essentially, Believe is building a future where attention is the capital and anyone with a good idea can get funded by community, quickly. No more waiting on VCs, founders can get funding from day one.

Could this be the genesis of another billion-dollar narrative or just a fad? Well, time will certainly tell. But for now, you should max it.

Coinbase to join S&P 500

Coinbase joining the S&P 500 closes the credibility gap between TradFi and digital assets. In case you don’t know about the S&P 500 - Its 500 constituents account for roughly 80 % of U.S. large-cap value and serve as Wall Street’s default benchmark.

This means, Coinbase is the index’s first pure-play crypto company joining the big 500.

The move doesn’t guarantee higher token prices, but it permanently anchors crypto inside the world’s most-watched equity benchmark. Not only is this bullish, but also a signal boost for other crypto-native companies.

Image of the day

The volume of illiquid Bitcoin (BTC) supply which represents the amount of BTC that is rarely sold just smashed an all-time. Never seen a better bullish sign for Bitcoin this week.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Having been the first cryptocurrency, Bitcoin has continued to dominate the industry and grow in value. Recently, it has evolved from retail’s "safe coin" to institutional investors’ favorite. Everyone now wants a slice of the pie.

If you haven’t been paying attention, now’s the time. I’ll show you why — with charts and data — so sit tight.

In Q1 2025, Bitcoin increased its dominance of the total crypto market capitalization to 63% — the highest level since 2021. This surge is fueled by rising interest and adoption, from ETFs to broader real-world use cases.

First, let’s look at institutional adoption. MicroStrategy, now known simply as Strategy, was the first publicly traded company to add Bitcoin to its balance sheet as a primary treasury reserve asset. They kickstarted the trend of institutional Bitcoin adoption, and ever since, other institutions and government agencies have been following suit.

To date, about 44 publicly traded companies hold Bitcoin on their balance sheets and counting. Some institutions also have indirect exposure to BTC through ETFs and investment vehicles. Thanks to the surge of institutional funds flowing into Bitcoin ETFs, Bitcoin now accounts for 90% of all crypto fund assets globally and it’s showing no signs of slowing down.

Interestingly, scarcity has never been higher. Unlike other investment assets like real estate, Bitcoin has a fixed supply cap of 21 million coins. This scarcity makes it inherently more valuable, driving its price higher. In fact, it recently outpaced silver, becoming the seventh-largest asset globally by market capitalization.

When it comes to profitability, Bitcoin has been killing it too. Over the last five years, Bitcoin’s returns have significantly outperformed those of traditional investment assets like bonds and real estate. In the same period, Bitcoin’s 5-year Sharpe ratio (~0.95) exceeded that of the S&P 500 (~0.73) and gold (~0.65). Long-term holders are also smiling in profits compared to other top crypto coins.

Let’s not forget that in March 2025, the United States Government established a Strategic Bitcoin Reserve - which makes it even more bullish. This is arguably one of Bitcoin’s biggest catalysts as it shifts BTC from a "risky asset" to a strategic reserve in the eyes of policymakers, institutions, and global capital. In simple terms, Bitcoin now has government backing.

Additionally, the Federal Reserve officially published new guidance allowing U.S. banks and bank holding companies to hold Bitcoin (and other digital assets) directly on their balance sheets. It creates a new source of demand and use cases for Bitcoin in the traditional banking sector.

The handwriting is on the wall. There’s never been a better time to be bullish on Bitcoin than now. Position accordingly.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Hyperliquid’s airdrop last year was arguably one of the largest in the history of crypto. The average user got about $28,500 by just interacting with the project early. Even after the airdrop, Hyperliquid remained the user’s favorite, as it continues to grow in volumes.

To put this in context, Hyperliquid currently dominates 70% market share in on-chain perps. In March, they processed $175 billion in trading volume, and in April, they’re already approaching $83 billion. This is massive.

There’s a possibility of a second airdrop on Hyperliquid, and its ecosystem is littered with promising projects worth farming. Firstly, you need to get some $HYPE tokens. Stake some, and bridge the rest to HyperEVM to interact with other projects.

Here are a few I’m farming:

1. Kittenswap

They’re a community-owned DEX on HyperEVM with ve(3,3) mechanics. Kittenswap recently broke $35M in TVL and, are one of the fastest-growing projects on HyperEVM.

To farm, Swap once, then add LP to a high‑multiplier pool (e.g., LHYPE/HYPE) and stake the LP token. Also, Hold MechaCats NFT to earn more points (up to 1.5× points) from all activities. The more MechaCats you hold, the higher your multiplier.

Use my ref link here

2. Hyperswap

Hyperswap is HyperEVM’s native AMM DEX and Liquidity Hub. Their numbers are already incredible with an ever-growing number of active users and fees.

Easy to farm. You can either make swaps, stake or provide liquidity. But I believe liquidity provision has more points, amongst other activities. Aside from airdrop farming, Hyperswap has some decent APRs on their pools to take advantage of.

Use my ref link here

3. Keiko Finance

They’re a permissionless borrowing protocol with dynamic interest rates and liquidation ratios on Hyperliquid. Keiko Finance recently smashed $3m TVL and 1m KEI minted.

You can deposit on the KEI/USDXL and HYPE/KEI concentrated pools on Kittenswap to farm their points.

Other recommendations:

• HypurrFi: Deposit HYPE → borrow USDXL. Loop into LPs or farms

• HyperLend: Supply stHYPE or USDXL; claim daily XP

• Mizu: Drop ETH/BTC → auto‑deploys across ecosystem

• Sentiment: Lend and Borrow Hype

• Felix: Deposit HYPE and borrow feUSD

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The Humanoid robots wave continues

Humanoid robots are moving from sci‑fi to factory floors, and so are the funding and opportunities. But before you jump in with your money, here are a few things to consider:

• Unit economics: Ask for cost‑to‑build vs. ASP and target gross margin. A lot of decks hand‑wave here.

• Power consumption: Battery swap vs. tether? A three‑shift factory robot needs < 1 kWh per 8‑hr shift to be competitive.

• Data moat: Are they training from scratch, licensing GPT‑4‑level models, or piggy‑backing on open‑source? Figure’s OpenAI break‑up shows IP control matters.

• Service revenue: Long‑term, the SaaS + maintenance contract can out‑earn hardware sales (think jet engines vs. robots).

Funding options may not be easily accessible, but you can get exposure via ETFs like BOTZ, ROBO, and ARKQ: or through stocks like TSLA and NVDA.

Alpha Bites and Tweets

• Check Initia airdrop allocation - link

• Check deBridge vested allocation - link

That’s a wrap.

Thanks for reading!

Till next Friday,

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Recently, President Trump announced his bold "Liberation Day" tariffs aimed at reshaping trade dynamics, specifically targeting China and select foreign imports. While politically charged and economically controversial, its financial ripples extend far beyond mere geopolitics.

The global financial markets have been feeling the heat: from stock to crypto markets.

Markets thrive on certainty—and tariffs deliver the opposite. Immediately after the announcement, U.S. indexes faced downward pressure, led by tech giants heavily reliant on global supply chains.

Companies like Apple, Tesla, and NVIDIA felt the pinch, sliding notably as investors braced for increased costs and reduced margins. Interestingly, about 2 trillion dollars was wiped from the stock market, following the announcement.

Industries heavily intertwined with China, such as semiconductor manufacturing and automotive sectors, are now reevaluating strategies.

On the other hand, the crypto market wasn’t badly hit, as coins like BTC, ETH, and XRP saw a little dip. Although it might still affect the crypto industry in unexpected ways, especially in areas of hardware devices, Bitcoin mining, and regulatory backlashes.

April 4th, 2025, will go down in history as a single day with one of the major S&P drops as mentioned in the above image. However, while it was a bad day for stocks and companies, retail saw it as an opportunity for wealth creation. Retail investors bought $4.7 billion in stocks yesterday, the most in a decade. Time will time whether or not it’s a wise decision.

As always, there are opportunities in every market - you just need to look a bit closer.

Image of the day

The AUM of BlackRock’s BUIDL money market fund is almost surpassing the AUM of the AUM of the firm's ETH ETF. Tokenized funds are unstoppable!

Alpha Bites and Tweets

• Check your eligibility for Hyperlane airdrop - link

• Check your eligibility for Initia airdrop - link

That’s a wrap.

Thanks for reading!

Till next Friday,

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

It’s another week of market downturn as global market capitalization dropped by 4.8%, and the price of Ethereum by 3.8%. While most narratives maintained a downward spiral, tokenized gold showed strength, hitting a market cap of $1.9B+.

Firstly, Tokenized gold refers to digital tokens on a blockchain that are backed 1:1 by real physical gold stored in secure vaults. It combines the stability and trust of gold with the speed and accessibility of crypto.

In simple terms, imagine owning gold, but instead of holding it in a vault, you hold a token on your wallet. That token is fully backed by actual gold in a trusted vault.

Since it’s backed 1:1, the price of tokenized gold reflects the price of real gold. The price of tokenized gold is rising because that of real gold is rising.

Tokenized gold isn’t sexy like memecoins or AI tokens. But it’s solid, reliable, and quietly growing in importance — especially as DeFi matures and real-world utility starts to matter.

Stablecoin Growth Continues…

The stablecoin narrative has been experiencing serious growth and interest lately. Stablecoin mindshare reached new highs and its supply on Ethereum smashed a new high of $132.4B - all in this week.

Interestingly, Institutions and Government agencies are also joining the bandwagon. For instance, Wyoming recently announced plans to launch a state-issued crypto stablecoin, and Fidelity, a $6T asset manager, is in the final stages of testing its stablecoin.

Not just that, World Liberty Financial (Trump family) is releasing USD1 stablecoin soon. The stablecoin revolution is here to stay - blockchain is set to take over digital payments.

One of the easiest ways to position is by stacking points on Stablecoin projects. Some on my radar are OpenEden, Resolv, Noble, and Level, to mention a few.

Tweet of the Week

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Till next Friday,

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

Recently, the total market capitalization of stablecoins crossed $230 billion. Also, the number of active stablecoin wallets surged 53% YoY, rising from 19.6M to a whopping 30M+ in Feb 2025. This clearly shows that the adoption of stablecoin is spreading swifter than anticipated.

One of the primary catalysts behind its rise is the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act—a U.S. legislative proposal aimed at creating a regulatory framework for payment stablecoins, which was recently passed.

The bill provides clear guidelines for the issuance and oversight of stablecoins in the United States. Beyond the U.S., other countries are also beginning to roll out crypto-friendly policies.

As stablecoin adoption grows, so do the opportunities for airdrops and attractive yields—especially from yield-bearing stablecoins. Enough with the intro—let’s dive into the top stablecoin projects to farm.

1. OpenEden

OpenEden is quickly emerging as one of the most regulatory-compliant and institutional-grade RWA platforms. They even launched a tokenized product with a Moody’s rating—an impressive feat in the space.

Recently, they introduced Bills, their points program that rewards users for interacting with the platform.

You’ll earn 1x Bills simply by holding $USDO or $cUSDO. There are also multipliers—currently, you can earn 5x Bills by providing liquidity to the $cUSDO-USDC pool on Curve Finance or Aerodrome, among other options.

Start farming here

2. Resolv

Resolv Labs is building a new kind of stablecoin architecture rooted in a crypto-native, collateral-only narrative. They’re one of the fastest-growing stablecoin protocols, with over $629M in TVL already.

You can earn Resolv Points by engaging in DeFi activities using their stablecoin, $USR. They’re also gearing up for a fundraise on Legion—which, in my opinion, is a no-brainer.

Start farming here

3. Noble

They’re purpose-built for stablecoin issuance. Noble Dollar ($USDN) is a stablecoin fully backed by short-term U.S. Treasury bills and powered by the M^0 Protocol. Since launch, over $40 million USDN has been minted.

The first way to unlock more value from your USDN is by depositing it into the Points Vault. Token holders with USDN in the vault earn rewards based on this formula: (# of days in vault × amount / 100) × multiplier. It’s worth farming.

Start farming here

4. Multipli

Multipli is another strong stablecoin protocol to keep an eye on. Not only are they currently tokenless, but they’re also offering some solid yields on stablecoins.

Their Orbs campaign is live, where you can accumulate Orbs (points) based on DeFi activities and referrals.

Start farming here

5. Level

Backed by Dragon Fly, lvlUSD is a leading stablecoin with DeFi-native yield. lvlUSD is designed to be fully backed by USDC and USDT, the largest and most liquid fiat-backed stablecoins.

You can farm their XP (points) by buying lvlUSD and using it on defi plays within the Level ecosystem, or referring users.

Start farming here

The era of stablecoins is upon us - move with the flow.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Till next Friday,

Viktor DeFi.

PS: I’d love to hear your feedback and comments.

The financial landscape has shifted once again. In a historic move, President Donald J. Trump has signed an Executive Order establishing the U.S. Strategic Bitcoin Reserve, marking the first time Bitcoin is officially recognized as a strategic asset within the U.S. government’s holdings. This decision could redefine America’s financial and geopolitical positioning in the years to come.

Key Takeaways from the Executive Order:

• A Digital Fort Knox: The U.S. government will hold and maintain Bitcoin as a strategic reserve asset, much like gold, treating it as a store of value.

• No Immediate Taxpayer Purchases: The reserve will start with Bitcoin already in federal custody, primarily coins seized through law enforcement actions. No new taxpayer funds will be allocated for Bitcoin acquisitions at this time.

• No Selling, Only Holding: All Bitcoin in the reserve will be held indefinitely—the government will not liquidate these holdings, reinforcing Bitcoin’s legitimacy as a long-term asset.

• A Broader Digital Asset Strategy: The order also establishes a U.S. Digital Asset Stockpile for other cryptocurrencies seized in legal actions, but only Bitcoin will be treated as a strategic reserve.

• Economic and National Security Implications: This move aims to protect national financial interests, hedge against monetary shifts, and keep the U.S. competitive in a world where digital assets are increasingly playing a critical role.

Why This Matters

For years, Bitcoin advocates have argued that the world’s first decentralized currency is the digital equivalent of gold. This Executive Order is a monumental step toward institutional recognition of that argument. By locking Bitcoin into national reserves, the U.S. signals confidence in its long-term value while preventing past mistakes—where seized Bitcoin was auctioned off at a fraction of its future worth.

This move also comes as global financial systems undergo major shifts. With countries like El Salvador adopting Bitcoin as legal tender and central banks exploring digital currencies, the U.S. is making a strategic play to cement its dominance and become the Crypto Capital of the world.

Market & Political Reactions

Reactions to the announcement have been swift and varied:

• Bitcoin’s Price: Initial market reactions were mixed, with short-term volatility, but many believe this move will ultimately be bullish for Bitcoin’s long-term price stability and institutional adoption.

• Crypto Advocates Applaud: Pro-crypto lawmakers like Senator Cynthia Lummis praised the order as a “pioneering move” that strengthens U.S. financial sovereignty.

• Critics Express Concerns: Some policymakers warn that the government’s involvement in crypto markets could lead to increased regulation, while others argue that Bitcoin’s volatility makes it a risky reserve asset.

What Comes Next?

The establishment of a Strategic Bitcoin Reserve raises several key questions:

• Will the government expand its Bitcoin holdings in the future beyond seized assets?

• Could this pave the way for state or federal pension funds to allocate Bitcoin in their portfolios?

• Will other nations follow suit, accelerating Bitcoin’s adoption as a global reserve asset?

What’s clear is that Bitcoin is no longer just a niche asset—it is now a recognized part of the United States’ strategic financial future.

Alpha Bites and Tweets

That’s a wrap.

Thanks for reading!

Till next Friday,

Viktor DeFi.

PS: I’d love to hear your feedback and comments.