THEDEFIPLUG

.@EndlessProtocol TGEは完了しました、$EDSは@sliswapでライブですが、本当の話は開発スタックです。

➤ ジェネシスクラウド: コンポーネントをデプロイし、完全なアプリではありません
➤ AI支援のアーキテクチャ
➤ デフォルトでマルチチェーンネイティブ

新しいクロスチェーン構築の標準となるL1ではありません。

報酬キャンペーンとジェネシスNFTホワイトリストが登場します。早期インフラプレイを追跡しているなら、Endlessに注目してください。

Never underestimate the power of the Economy of Trust 🧵

ユンノ、ファイナンスを最大限に活用するためには、常に圧縮が重要です.. この分野に時間を費やしたことがあるなら、あなたはこれを十分に理解しているでしょう！

資本と生産性の間の時間、摩擦、距離を圧縮します。

カーボスはその圧縮を収益に適用したものです。

伝統的金融（TradFi）では、収益は仲介者を伴い、保管者、契約、ロックアップが投資家と成果の間の距離を広げました。

収益が到着する頃には、システムはすでにその分を取っていました。

@karpouscomはその遅れを排除します。
検証された収入を生み出す実世界資産（RWA）をデジタル所有権証明書（fTokens）にトークン化し、それがその取引所で取引されます。

これにより、グローバルな資本を生産的な産業に直接結びつけ、決済がオンチェーンで行われます。

書類作業は不要。中間層も不要。単に透明で流動的な実際の収益速度へのエクスポージャーです。

> オペレーターにとって、それは借金の代替手段です。
> 投資家にとって、それは約束ではなく証拠を伴う収益です。

各取引は信頼をコードに圧縮し、時間を流動性に圧縮します。

これはネットワーク速度での収益です；資本と生産性がリアルタイムで収束しています。
それは新しい製品ではありません。新しい原則です。

> 90+ live applications
> 11B monthly API calls
> 2.5M active users
> $4M ARR
> 50% cheaper infrastructure

@BeamableNetwork isn’t pitching simulations. It’s powering the infrastructure behind them.

Most DePIN projects start by printing supply and waiting for demand to appear.

Beamable does the opposite.

With years of backend demand before a single token was minted, and each API call representing a real transaction, not synthetic volume.

This isn’t “on-chain gaming.”
This is on-chain compute - the invisible backbone that powers internet-scale workloads.

Beamable turns backend demand into a liquid asset class. An on-chain AWS where compute is tradable, verifiable, and decentralized.

Every metric above is throughput, not speculation. Each dollar of ARR becomes network liquidity. Each call adds load, burn, and buyback pressure to $BMB.

In a market full of roadmaps, Beamable already ships receipts.

That’s the difference between chasing narratives, and building infrastructure.

PRESALE on the 11th

This year, the scoreboard shifted.. and @arbitrum quietly held its ground.
$20.9 million in YTD fees, second only to Base’s $66.6 million, with no centralized exchange funnel or retail subsidy driving it.

@base dominates on user flow
@arbitrum earns from financial depth.

Its core engines (@GMX_IO, @OstiumLabs, and others) monetize behavior that persists; trading, hedging, yield compounding, and protocol-to-protocol liquidity.

Every swap, liquidation, and rebalancing cycle reinforces its cashflow base.

That’s the difference between activity and economy.

Arbitrum isn’t just scaling Ethereum anymore. It’s building the revenue spine of on-chain finance; where tokenized assets, derivatives, and stablecoin settlement meet.

The market still calls it a roll-up.
But the data already calls it a business.

Markets evolve. Metrics must too.

TVL and DAUs measure presence, not performance.

The real metric is fee dominance: who earns when capital moves.

@HyperliquidX now commands 40% of all Layer-1 fee flow.
@BNBCHAIN: 20%.
@solana: 9%, collapsing from above 50% earlier this year.

That’s not a glitch. It’s a repricing of what matters.

Liquidity that churns is more valuable than liquidity that sits.
Hyperliquid and BNB captured the most active orderflow: derivatives, liquidations, funding, rebalancing...while Solana’s memecoin traffic dried up.

Fee dominance exposes the truth TVL hides:

➤ TVL: shows how much liquidity is parked
➤ Fees: share shows how much liquidity is used
➤ Revenue density: shows which networks monetize behavior, not deposits

Blockchains aren’t competing for users anymore. They’re competing for execution share, for the traders, bots, and protocols that actually generate economic throughput.

The next market cycle won’t crown the chain with the most deposits.
It’ll crown the one with the highest revenue per block.

We can argue zk proofs or sequencer models all day, but money already made its choice.

Cheaper, faster; those come and go and then what always stick is gravity & right now, it lives on @arbitrum.

Ethereum’s L2 landscape has matured into a liquidity hierarchy.
The scaling question is solved; the real contest now is who anchors capital.

By bridge type, @arbitrum holds $17.05B, followed by @base $15.26B.

Then a sharp drop: @Optimism $2.96B, @LineaBuild $1.37B, and @Starknet $706M

Half of Ethereum’s L2 liquidity sits inside just two systems, but only one monetizes it natively through composable DeFi depth. That’s @arbitrum's edge: liquidity that earns, trades, and recycles without leaving orbit.

Liquidity behaves like a gravity well. Once a network passes a certain mass, every inflow bends toward it. Depth tightens spreads, lowers slippage, reinforces retention, and the loop repeats.

@GMX_IO, and @CamelotDEX formed the yield base that kept leverage and liquidity on-chain.
Capital → volume → fee stability → builders → more capital.

The sequencer made it mechanical.

@arbitrum runs 15–20 TPS with predictable finality; nearly twice Optimism’s realized rate.

Reliability compounds invisibly, and with Ethereum’s Fusaka upgrade expected to cut DA costs by 30%, sequencer margins expand further.

Its moat now rests on three layers:

➤ Liquidity density: deep collateral markets.
➤ Composability: Orbit chains and Stylus extensions without fragmentation.
➤ Credibility: RWA and restaked $ETH using it as a base.

@Optimism leans on governance unity, @base on retail funnels.

@arbitrum does what matters most: makes liquidity stay.

Velocity is the moat. Capital moves efficiently inside its walls and rarely leaves. Volume feeds reliability, reliability feeds trust, and that trust keeps the loop spinning.

Layer 2s aren’t competing on tech anymore, they’re competing on gravity. And that center of mass is still @arbitrum.

私が最初にDeFAIについて聞いたとき、それは未来的なバズワードの一つのように聞こえました。おそらくそれはあまりにも抽象的だったり、早すぎたりしたのかもしれません。

ここ数ヶ月の展開を見て、特にデータの面で今は意味を成していることに気づきました..

..これが私を@Velvet_Capital 🧵に導いています。

すべての利回り市場は静かなコスト、信念の価格を隠しています。

TradFiはこれをクレジットスプレッドと呼びます。

トークン化された金融では、信頼のギャップ、つまり信任を借りる資産とそれを受け継ぐ資産の間のギャップが信用スプレッドです。

ほとんどのrwaはまだロールアップとラップチェーン上に存在し、それぞれのブリッジとオラクルが信頼に遅延を加え、隠れた信用税となっています。

$16tの市場では、それが複利のマージンになります。

@ArchNtwrkはそのギャップを埋めます。

そのArchVMはbtcのUTXOモデルの内部で動作し、その検証ネットワークは証明をbtcのベースレイヤーに直接アンカーします。そこにはブリッジも、保管リスクも、借りた最終性もありません。

すべての取引はビットコインの決済を受け継ぎます。

これが利回りが漏れず、信用が利回りそのものになる方法です。

ever tried building in web3 and it feels like chaos? 😩

@EndlessProtocol fixes that, an AI powered, modular infra layer that makes dApps fast, secure & effortless.

tge drops nov 11

$111M raised | $1B+ val | certik-audited | partners: alibaba cloud, stability ai, surrey uni

$EDS is 85% community owned.

join the giveaway + early airdrop 👇

Every market cycle starts with a seemingly premature story that becomes true, evolving by prioritizing price, then product.

x402 proves speculation is vital pre-capital, not just distraction 🧵

Hyperliquid and BNB Chain now dominate Layer-1 fee generation.

> @HyperliquidX share: 40% of all L1 fees
> BNB Chain share: 20%
> Solana share: down to 9% (from 50% earlier this year)
> Memecoin volume: −72% since April
> Derivatives volume: +88% QoQ across major venues

The rotation is structural.
Memecoins drove speculative bursts. Derivatives sustain recurring flow.
As volatility returned, liquidity migrated to venues where execution mattered more than hype.

BNB captured retail via #Binance Wallet and Aster.

@HyperliquidX captured traders via depth and low-latency perps.
Solana, without a new speculative driver, lost fee density.

Execution replaced speculation as the main value engine.
That’s the new onchain fee hierarchy.

I love how onchain trading is becoming effortless lately.

We used to chase charts across a dozen DEXs now we can trade any token across $ETH, $SOL, $BNB & base in one place.

And bitget just made it even better:

➤ onchain trading comp (Szn 70) is live
➤ trade on BSC, share 200,000 USDT
➤ up to 5,000 USDT each

I’ved joined in, let’s see how far we can push onchain together

🔗

I have been tracking @lbtcfoundation since the early teasers and today marks the official leap

Launched on BitMart, featured on https://t.co/5hWWeFuqgR and already teasing more listings ahead 👀

Its not your regular Bitcoin token… it’s one of the first serious plays pushing BTC into the L2 era

📊 chart looks fire!

grab the BitMart banner + let’s talk about what’s next for the Bitcoin ecosystem

➡️

I personally love when trading isn’t just about numbers but also its rhythm, instinct and timing.

The season 14 of the trading club championship is live and this time, the stage is bigger:

➤ 120,000 BGB in rewards.
➤ 2 tracks i.e spot & contracts.
➤ top traders can win up to 2,200 BGB each.

Everything these days isn’t only “profit profit”, it’s about proving your edge strategy, patience and your art of execution.

So i’ll advice you jump in now, check your live rank and let your trades do the talking

👉 Full details:

I’ll always say, when the market goes dark, crypto stays on!

Focus: prediction market & macro analysis 🧵

Yunno when you have a win win opportunity and you still fumble it? lol

@LBank_Exchange 10th anniversary carnival is a nonstop rewards program!

- Lucky Draw
- Trading Battle
- Deposit Bonus

no limited entities, no losses, just winning!!!

👉https://www.lbank.com/activity/anniversary-carnival?utm_source=kl&utm_medium=post&utm_campaign=10years-activity&utm_term=of&utm_content=lbank-mkt

Still in the mood of celebration

From my post on @LBank_Exchange yesterday for their 10th anniversary campaign ongoing

complete simple tasks & win (over $20m shared)

> 100% lucky draw
> $300k future race
> $100 welcome bonus & more

Join 👉https://www.lbank.com/activity/anniversary-carnival?utm_source=kl&utm_medium=post&utm_campaign=10years-activity&utm_term=of&utm_content=lbank-mkt

InfoFi & mindsharing have been the CT mover for some time now

There’s a $USDT campaign by @mindsharing_pad where users can join pools, promote ideas, and earn rewards in a simple and engaging way.

Anyone can create pools.. you can start from here: https://fun.units.network/questing

I still remember when rollup fees used to be a problem subtly.. you’d bridge to arbitrum/optimism thinking you were escaping mainnet gas, then pay $1.20 per tx anyway, lol.

Then march 2024 happened, EIP-4844 (proto-danksharding).

Ethereum quietly flipped a switch, and everything about rollup economics changed overnight.

For the first time, L2s could post data as blobs instead of calldata.

It may have sounded small but it’s the biggest thing to happen to scaling since rollups themselves.

Calldata sits permanently onchain, expensive storage, high fees.

Blobs, on the other hand, are temporary data containers (kept for about 18 days), they store what rollups need to prove validity but don’t clog the mainnet.

That small design tweak cut L2 data costs by 60–90% immediately.

@arbitrum transactions dropped from approx $0.30 to $0.05, @base became cheaper than polygon’s PoS chain.

Even @zksync and Linea with their heavier zk proofs, started feeling “mainnet-like,” but faster.

and then, as you will guess, suddenly something clicked.

Rollups weren’t just scaling infrastructure anymore, they were economic zones.

When transaction costs drop that low, activity explodes.

More trades, more mints, more app flows and that means more sequencer revenue, more fees recycled into their own ecosystems.

You could actually see it onchain:

➤ @arbitrum sequencer revenue hit all time highs post-4844.

➤ @optimism’s OP Stack chains (like base and mode) started generating consistent protocol fees.

➤ even smaller rollups like @blast or @Linea saw record tx counts.

The “blob moment” made rollups sustainable not just technically, but economically, it made them self-reinforcing systems:

cheap data → more users → more volume → more fees → more devs → more chains.

Ethereum didn’t just scale throughput, it created space for economies to form.

And for the first time since the rollup thesis began, it feels like scaling is real, not theoretical.

The post-blob world isn’t hype anymore, it’s the foundation of the modular era we’re stepping into.