State of 2025 Token Launches Building upon @ahboyash's viral post on 2025 token launches. - - - - - We tracked 118 TGEs in 2025 (data as of 20 Dec): • ~4 out of 5 launches are red: 84.7% (100/118) are below their TGE valuation • Drawdowns were clustered: A massive 65% of

State of 2025 Token Launches Building upon @ahboyash's viral post on 2025 token launches. - - - - - We tracked 118 TGEs in 2025 (data as of 20 Dec): • ~4 out of 5 launches are red: 84.7% (100/118) are below their TGE valuation • Drawdowns were clustered: A massive 65% of

2025 token launches have mostly been a bloodbath Tracked 118 TGE launches this year and compared today’s FDV vs opening: • 84.7% (100/118) are below TGE valuation • This means ~4 out of 5 launches are below their opening valuation • Median token is -71% FDV (-67% MC) from

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Bullet: The Clean Shot → a trading-first execution layer extending Solana toward CEX-grade performance with verifiable, trust-minimized guarantees Despite significant maturity across DeFi infra, on-chain trading still represents a minority of global trading flow. Historical

Beneath the x402 hype, there’s a real economy of agents, humans and facilitators moving real volume on-chain as an agent-native payment rail. We pulled the data to see what’s really going on. Our scope • Focus on x402 transactions on @base • Cluster wallets into “agent-like”

Link to report: https://t.co/MpCZ4W65k0 @0xsseb @EdC @Pentosh1 @oskaritem @alfaketchum @gluk64 @0xm1ggy

Inverting the Blockchain Growth Model Consumer crypto has historically been optimised for speculation and grants and not durable relationships. When incentives run out, activity collapses since capital and attention are usually very mercenary in nature. This is because

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Brevis: Turning off-chain computation into on-chain truth Current applications need cloud-grade performance, on-chain guarantees, and a clean UX for mainstream adoption and mass usability. Verifiable compute separates execution (done off-chain where it is cheaper and more

https://t.co/AOIexdT1AX

GAIB: The bridge for compute-backed real yield DeFi needs scalable, auditable income; AI/robotics need sustained, data-driven financing. @gaib_ai connects the two with a dual token flywheel and a stack designed for transparency. Problem • DeFi and RWA’s “real yield” are at

EigenCloud: The Substrate for Verifiability in the App Era As AI and digital infrastructure take on increasingly high-stakes decisions, opaque and black box systems can no longer be trusted on promises alone and they must be verifiable. The latest @mementoresearch report

Stablecoins represent the next frontier for global payments and capital markets To get to true institutional-adoption levels, this requires compliant and scalable payment rails. The latest @mementoresearch report examines @PlasmaFDN, which positions itself as the canonical

Report by @zkayAPE

Pokémon RWA TCG This vertical is forming into a real on-chain economy (muh ICM?): “RWA × Gacha with real revenues” where mobile-scale demand meets crypto-native distribution. Pokémon TCG Pocket (TCGP) did close to $915m in 6 months; Pokémon GO is ~$8.6B lifetime. H1’25 app

Hyperlane: Sovereign Interoperability for the Modular Chain Era The problem most bridges never fixed Every new roll-up, alt-VM or app-chain still petitions a whitelisted set of guardians for a route to liquidity. Allow-list governance keeps capital gated, slows eco launches and

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Stargate Finance: the liquidity backbone of the omnichain era Over the last cycle DeFi scaled execution by spinning up roll-ups, alt-VMs (Move, SVMs and Bitcoin related chains) and app-chains; what it still lacks is a native, composable way to move capital between them. We now

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