If you are a bit apprehensive about the narrative of Perp Dex, which relies on market FOMO sentiment, here are three rapidly emerging value tracks 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 monthly trading volume of the entire 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-market will amplify the exposure of this market and create scaling effects.

Related potential projects:

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

Melee (the PumpFun of prediction markets)

Poll (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, which provides trust payments between Agents through an authorization mechanism and verifiable VCs. At the same time, in collaboration with Coinbase, the Ethereum Foundation, and others, it developed 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 link of autonomous analysis + execution + payment for AI Agents, which will provide the premise for the true explosion of the AgentFi economy.

Related potential projects:

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

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

Skyfire (led by Coinbase, with additional investment from a16z, an open protocol providing payments and identity verification for AI agents, supporting agent access to websites/MCP servers)

3) Stablecoin Yield-bearing

The continuously increasing liquidity of Ethena, the unexpected market performance of PlasmaTGE, and the strong attention on Falcon Finance have made the yield-bearing track a hot topic. It carries the expectations of Wall Street institutions and market growth expectations, 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 generating sustainable income returns. Ultimately, making "holding coins" itself a zero-risk farming strategy, undoubtedly, yield-bearing stablecoins are becoming the new infrastructure of the DeFi ecosystem.

Related potential projects:

Yield Basis (a project launched on Kraken Launchpad, with the aura of Curve's founder's new work, an IL-free AMM mechanism aimed at solving the impermanent loss problem in DeFi)

USDai from Framework/Dragonfly with over $13M in funding, the first yield-bearing stablecoin that tokenizes AI computing power earnings, converting GPU usage fees into on-chain dividends)

cap (positioned as a stablecoin farming aggregator optimizer, deeply integrated with the MegaETH 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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