Author: On-Chain View

If you are a bit apprehensive about the narrative of Perp Dex, which relies on market FOMO sentiment, here are three rapidly emerging value sectors that you must pay attention to:

1) — Prediction Market Derivatives

@Polymarket is valued at nearly $10 billion, and @Kalshi has raised $185 million led by Paradigm. The total monthly trading volume of the prediction market has exceeded $1 billion, no longer a niche market.

Currently, the prediction market mainly operates on a binary options model (Yes/No), and its derivatives layer can integrate DeFi to create more complex product protocols, including lending, perpetual contracts, AI + prediction markets, cross-prediction market arbitrage platforms, automated market makers, and more.

In the future, significant events in areas such as economic data, major sports events, and Crypto pre-Markets will amplify the exposure of this market and create scaling effects;

Related potential projects:

@gondorfi (provides lending and leverage tools to amplify positions on platforms like Polymarket)

@meleemarkets (the PumpFun of prediction markets)

@polldotfun (a social prediction market that allows friends to bet on any event)

@TalusNetwork (introduces an AI Agent infrastructure layer to support competitive games between Agents)

2) — Agent Pay

Recently, Google, in collaboration with 60 partners, launched the AP2 protocol, providing trust payments between Agents through an authorization mechanism and verifiable VCs.

At the same time, it partnered with Coinbase, the Ethereum Foundation, and others to develop the x402 Crypto payment component, allowing Agents to seamlessly handle stablecoins and other Crypto assets.

AP2 builds on protocols like MCP and A2A, realizing the last-mile payment infrastructure for the Agent to Agent economy, completely opening up the full chain of autonomous analysis + execution + payment for AI Agents, which will provide the premise for the true explosion of the AgentFi economy;

Related potential projects:

@GoKiteAI (led by Paypal Ventures, an L1 designed specifically for Agent payments, supporting Kite Passport authentication, PoAI contribution proof, and Agent App Store e-commerce integration, with an ecosystem TVL of about $1 billion)

@firecrawl_dev (invested by Y Combinator, an open-source crawling tool that converts websites into LLM-ready data)

@trySkyfire (led by Coinbase, with additional investment from a16z, an open protocol providing payments and authentication for AI agents, supporting agents to access websites / MCP servers)

3) — Stablecoin Yield-bearing

The continuously increasing liquidity of @ethena_labs, the over-expectation market performance of @Plasma TGE, and the strong attention on @FalconStable have made the Yield-bearing sector a hot topic, carrying the expectations of Wall Street institutions and market growth prospects, making it more noteworthy compared to other Crypto-native narratives.

Yield-bearing stablecoins provide holders with an APY return of 4%-25% by integrating DeFi protocols (lending, liquidity mining) and RWA assets (U.S. Treasury bonds, corporate bonds), maintaining the stability of the dollar peg while achieving sustainable yield returns.

Ultimately, making "holding coins" itself a zero-risk farming strategy, there is no doubt that Yield-bearing stablecoins are becoming the new infrastructure of the DeFi ecosystem;

Related potential projects:

@yieldbasis (the first project launched on Kraken Launchpad, with the halo of Curve's founder's new work, an IL-free AMM mechanism aimed at solving the impermanent loss problem in DeFi)

@USDai_Official (from Framework/Dragonfly with $13M+ funding, the first yield-bearing stablecoin that tokenizes AI computing power returns, converting GPU usage fees into on-chain dividends)

@capmoney_ (positioned as an aggregation optimizer for stablecoin farming, deeply integrated with the @megaeth_labs ecosystem, its core product Cap Frontier is a points acceleration system)

@Theo_Network (a full-stack RWA platform, Hyperliquid mainnet T-Bill RWA stablecoin, deeply integrated with Hyperliquid's decentralized node system, with community expectations for $HYPE airdrops)

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