andrew.moh
@andrewmoh • 51,014 subscribers
prev @kpmg - I post what I like ▸ Web3 Educational Writer & Visualizer ▸ @GREEND0TS close fren DM for collabs.
Videos
The next perp winner probably won't be decided by incentives. It'll be decided by what assets users can trade. And the narrative doesn't lack users; it lacks new markets to bring on-chain. BTC or ETH are not enough; users need something familiar. Ondo Perps is filling exactly that gap: RWA perps (commodities + tokenized equities). It's not a coincidence that recent platforms choose RWAs for perp trading: + 24/7 access to assets that are normally locked behind market hours (equities, commodities, etc) + Tokenized equities are no longer just spot assets, they become viable collateral and underlyings for perpetual markets. In fact, you can find RWAs perp in multiple places: + Hyperliquid (via HIP-3) + Aster + Grvt + Lighter + Ostium Ondo Perps has one real edge: it's built on top of Ondo Global Markets, which just reportedly crossed $1b TVL, $2b in cumulative trading volume, and around 70% share of the tokenized equity issuer market. Instead of building an RWA ecosystem from scratch, Ondo Perps can leverage the existing asset base and distribution of Ondo Global Markets as that ecosystem grows. Distribution brought users. Asset coverage may decide who keeps them. For early participants, there's also a $150k reward pool during week one.
andrew.moh14,195 Aufrufe • vor 1 Monat
The performance on Sei is much bigger than anyone's summary. Sei hits all the tops not by coincidence that the market was good, but by their being well-prepared for the big surge. tbh, the metric that impresses me the most is that Sei becomes top 1 in gaming network - not once but for months. Sei flips the current networks built for gaming by these advantages: + large active wallets + high throughput (and even 50x higher when GIGA goes live) + cheapest fee per transaction at only $0.0004 Sei is also considered as the next-gen gaming network due to their fast-paced games which generate endless users on Sei. Gaming on Sei is no doubt a potential niche in 2026.
andrew.moh19,595 Aufrufe • vor 8 Monaten
A look back into 2025, what impresses the analysts on Messari is the incredible growth of Sei. In fact, we've been witnessing the whole turning of Sei in every aspect: + trading volume + daily active users + new ATHs of TVL - $687.3m, spot trading volume and stablecoin market cap - $297.7m In short-term, cumulative spot volume on Sei is pushed over $9.47b by the non-stop gaming wave, it's clear to see. However, the key forces to push this data in the long run may rely on: + latest launches of Sei's eco: Oxium and Citrex Markets + Monaco's mainnet + Sei GIGA The bright future on Sei is yet to come.
andrew.moh16,764 Aufrufe • vor 8 Monaten
Nothing can beat Sei for the 1st place on the good sentiment board. Not even 7D, 1M, or 3M frames. Along with Sei, we can see other pieces on Sei including Kalshi and Kindred Labs which could play as the two trending markets on Sei. The buzz on Sei is contributed by outstanding surges: + stablecoin supply change + bridged net flow + total active wallets + daily active users Sei may not rank top by any metrics, but they outperform others by pushing all of these metrics higher every day.
andrew.moh15,915 Aufrufe • vor 8 Monaten
In the meantime, while we're waiting for the topic announced by Miden, let's learn about a flagship within Miden's ecosystem: Qash - the private neobank for businesses and institutions powered by Miden. B2B transactions share the same traits: + large volume + wide range of wallet addresses involved + a mutual infrastructure for transfer Thus, these transactions need a safe haven to run through, where Edge Blockchain like Miden suits the best. And Qash is offering payment services on Miden, like monthly payroll. The MVP is already available.
andrew.moh14,148 Aufrufe • vor 7 Monaten
In the meantime, the total value facilitated on INFINIT public P2D has reached around $1.3m. Some brief data: + APY range: from 1.04% to over 12% + additional rewards range: from 2,000 to 89,000 $IN + top creator (by TVF): Tindorr 🌯 with the PT cUSD looping via Pendle and Morpho The success of the strategy comes from a long period of practicing P2D private access. To normies, there's a chance for your strategy to shine and grab $2,000 in reward: + build your own strategy + submit the strategy on Tally + input more social engagement to increase your chances of being approved There's no limit to the number of strategies. More verified strategies increase your share of the reward. Note that now you're competing with qualified DeFi crafters. Your knowledge and reputation are also needed.
andrew.moh11,196 Aufrufe • vor 5 Monaten
AI has turned mainstream. But not robotic. This area seems pretty hard to access, especially for retail users. OpenMind thinks differently; they're building a universal intelligence layer for robots. Key takeaways: + launching the OM1 beta - the first open-source OS for intelligent robots + the mission is to help robots reason and respond in real-time + fully integrated with up-to-date AI models A $20m fund raised led by Pantera Capital is solid proof of where OpenMind is heading. I'm paying much attention to OpenMind.
andrew.moh10,210 Aufrufe • vor 8 Monaten
Keine weiteren Inhalte verfügbar