
Elizabeth伊丽莎白|Aug 06, 2025 14:16
I think there are four most impressive cash flow businesses in this cycle:
@KaitoAI redefines the cryptocurrency traffic channel
@The best dex on the HyperliquidX chain, with low transaction fees, decentralization, and a proprietary chain
@Ethena_1abs synthesizes stablecoins and connects government relationships
@Pendle_fi defi fixed income, interest rate futures market, will benefit from a thorough split
These four projects also have a common feature: they are generous in issuing coins to retail investors for airdrops.
But other projects are also less short selling, because the most disgusting design in the cryptocurrency circle is the capital rate, and settlement time will be adjusted. The web2 stock options market cannot harvest short orders so crazily.
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