Selected News
Tether surpasses South Korea to become the 18th largest holder of U.S. Treasury bonds
Suspected Figma founder's address holds AGLD tokens worth over $1.7 million
Trending Topics
Source: Overheard on CT (tg: @overheardonct), Kaito
[MOMENTUM]
Momentum (MOMENTUM) is widely discussed on Twitter today, primarily due to its role as the core liquidity layer of the Sui network. The platform is known for its capital-efficient concentrated liquidity model and has gained attention for its innovative DeFi solutions, including ve(3,3) DEX, multi-chain vaults, and blue-chip Launchpad. The focus of the discussion revolves around its collaborations with major institutions such as OKX Ventures and Coinbase Ventures, over $159 million in TVL, and its recent inclusion in the Kaito rankings. The community is particularly excited about its potential to redefine DeFi within the Sui ecosystem.
[SUI]
SUI has sparked heated discussions on Twitter due to its integration with several DeFi protocols and platforms like Kaito and Bluefin, which are driving the development of its ecosystem. The discussions emphasize SUI's role in decentralized finance, with projects like Momentum and Bluefin being key players. Momentum, as the core liquidity provider for SUI, is known for its innovative DeFi solutions, including concentrated liquidity models and tiered fee structures. Additionally, SUI's potential in quantum cryptography and bullish market sentiment (price increase predictions) have also contributed to the attention. Recent news of Walrus Sui and Mysten Labs hiring experts further indicates that more developments are on the horizon for the SUI ecosystem.
[BLUE]
Today's discussions about BLUE mainly focus on Bluefin launching the Yapper rankings on Kaito, highlighting its achievements as a leading decentralized trading platform on Sui. The platform has processed over $68 billion in trading volume and is currently the highest-earning protocol on Sui. Users are excited about its new partnership with KaitoAI, which offers incentives such as cash back and rewards. The competition between Bluefin and Momentum, two major DEXs on Sui, is also a hot topic, with some questioning potential conflicts of interest. Overall, market sentiment is positive, with many enthusiastic about Bluefin's growth and its influence in the DeFi space.
[POL]
Today's discussions about POL mainly revolve around significant advancements and integrations by Polygon. Highlights include the Philippine government's use of Polygon for on-chain budget notarization, enhancing transparency and public accountability. Additionally, Polygon's total locked value (TVL) has reached an annual high and is playing a role in stablecoin and forex liquidity through its partnership with Checker. The launch of the DeFi protocol Katana on Polygon and its integration with Agglayer have also fueled positive sentiment. These developments underscore Polygon's growing influence in the blockchain ecosystem, particularly in DeFi and real-world applications.
[PIRATEPIRATENATION]
Today's discussions about PIRATEPIRATENATION focus on the success and expansion of the flagship chain game Pirate Nation under Proof of Play. The game has seen significant growth in player engagement and infrastructure, with mentions of new mini-games and updates on AbstractChain. The recent appointment of IcoBeast as Mindshare director has also brought positive sentiment, driving the market cap of the $PIRATE token upward. Despite some criticism, the overall sentiment remains positive, with the market looking forward to the future development of the Proof of Play ecosystem.
Selected Articles
Since its launch in early 2025, Clanker has become the most vibrant launch platform on the Base chain. From the AI-generated "DebtReliefBot (DRB)" to the social tipping app Noice, and the sports prediction agent BRACKY, this community-driven experimental launcher not only carries the frenzy of Meme coins but also nurtures a new generation of mini-apps around Farcaster. The current architecture of Base sees content tokens handled by Zora, while the more experimental ICM concept originates from Clanker. Together, they form an ecological prototype that deeply integrates financial narratives with on-chain social interactions.
On July 31, the Silicon Valley design software giant will officially list on the NYSE, co-led by top investment banks Morgan Stanley, Goldman Sachs, Allen & Company, and JPMorgan, making it one of the most anticipated tech IPOs of 2025. In the prospectus submitted by the soon-to-be-public Figma, one sentence caught our attention: the company has been authorized to issue "Blockchain Common Stock." This practice is unprecedented globally. In fact, this is not Figma's first intersection with the crypto world. Previously, they had included BTC ETF in their balance sheet. Moreover, Figma's founder Dylan Field is among the few Web2 entrepreneurs who paid attention to crypto trends early on. Therefore, this is not an opportunistic attempt but an expression of long-term optimism towards crypto. The world's leading companies are proving through action that they are gradually embracing crypto technology. We should not underestimate this change. We want to re-evaluate this company from a more unique perspective: not only its valuation and growth curve but also its product philosophy and capital structure design. And all of this revolves around one person—Dylan Field.
On-chain Data
On-chain capital flow situation for the week of August 1st
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